Select the account for this transaction.
Enter the date on which the transaction occurred.
Select the type of transaction entered.
Enter the transaction check number, if applicable. The check number should contain no more than six numbers.
Select or type in the name of the party to whom the transaction is credited. Once a payee is entered the first time, it will be added to the payees list and will be listed in this drop-down list.
Account (for transfers only):
Select the account to transfer funds to.
This optional field may be used to enter a brief description about the transaction.
Select the income or expense category to which the transaction is assigned.
Note: If this is a split transaction click the Split Transaction button to allocate multiple categories.
Select or enter the income or expense sub-category, if applicable. Once a category is entered the first time, it will be added to the categories list and will be listed in this drop-menu.
Enter the amount of the transaction.
Click the Split Transaction button to allocate multiple categories for this transaction.
Select the appropriate tax deduction for the transaction.