Display Account
takes you straight to the Details display of the account you select. The associated account summary window is also created and can be directly selected from the Window menu.
Updating Account Names
You are free to set up any combination of Summary and Detail names that you want, within the framework of the Category accounts which is fixed.
You must also have at least one Summary and one Detail account name after each of the Category accounts.
will let you add a Detail account name after the line currently highlighted, so long as the current line highlighted is a Summary or Detail account line.
will let you add a Summary account name after the line currently highlighted, so long as the current line highlighted is a Summary or Detail account line.
The system automatically capitalises your input in order to distinguish it clearly in your display as a Summary account.
Remember that it is the Summary accounts that appear by default in your Financial Reports in order to make these reports clearer to read.
will let you change the Summary or Detail account name currently highlighted. You can also change the Bank, Charge, Customer or Supplier account information in a Detail account where relevant.
You cannot change the name of any Category account.
If you delete a Detail account that already has accounting items accumulated in it, the next time you run Posting you will hear a low-pitched beep indicating that you have unposted items.
If you right click the mouse in the display area, then select Unposted entries, you will quickly see which Detail accounts you have deleted in error.
Display options
allows you to switch between showing or hiding the balances of each account
allows you to select the currency in which the account balances are displayed. It also sets the Currency in Use default which determines the currency in which your accounts are displayed.