Description of the "Account" Window


For HPC
For Pocket PC and PsPC

1.    Menu – Menu bar. Words depict names of commands.

2.      Transaction's Properties – here you can enter Name, Amount, Category, Project, Contact, Comment, Date, Number and Mark ( Unreconciled / Cleared (C) / Reconciled (R) ).

3.      Prognosis – Balance of Scheduled transactions for the date stated to the right of the figures. 
For HPC: Clicking the word “Prognosis” opens a menu containing additional useful data regarding the prognosis, for instance, planning income/expense amounts or summation of future budget by categories. If you press the button , the current date will be set as the date of the prognosis.
For PocketPC and PsPC: If you press the button this will call a menu containing additional useful data regarding the prognosis, for instance, planning income/expense amounts or summation of future budget by categories. Also, the current date will be set as the date of the prognosis.

4.      Balance – Indicates a current (final) balance of the active account. Clicking the word “Balance” opens a menu containing additional useful data, for instance, income/expense amount of the account or project, income/expense amount of unreconciled or cleared transactions, total number of transactions in the list.

5.      View Switcher hides or shows the “Payment's Properties” dialog box.

6.      New Transaction – After clicking this button, a new transaction will be created and the cursor will be set in the “Payment's Properties” dialog box for entering the payment's name.
For HPC: Instead of clicking the “New Transaction” button, you can use the “N” key.

7.      Transaction Ledger – a transaction list. In the list, transactions, space for a new transaction and scheduled transactions list follow one after another.

8.      Bookmarks – Three bookmarks. Clicking them, you can get an access to the corresponding window. 
For Pocket PC and PsPC: joined with the point 9.

9.      Current account – shows an active account. After clicking this element, a list of existing accounts appears so you can switch between accounts.
For Pocket PC and PsPC: You can switch to - Account, - Plan, - Project.


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