century007
Member
Hi,
I cannot find where you can specify a vendor (or company name) when adding a transaction..
For exemple, when I (will) buy an iPad, I can select the right (sub)category like "electronics" but where do I enter the name of the vendor "Apple" and where can I manage this vendor list ?
This seems some pretty basic stuff to me but I cannot find how to do it..
Thanks
Replying to @century007's post:
Hello. When you add a transaction, you can fill out the 'Agent' field (second line from bottom).
Replying to @century007's post:
Not sure what you mean, but if you are talking about income transactions, you need to set the transaction type to Income, and add your income amount. You can also use description field for textual notes, and can attach photos and voice memos to each transaction record.
Please let me know whether that helps.
century007
Member
hi,
What I meant is how do I keep track of the transactions that have been debited in the bank?
exemple :
I create a transaction for a restaurant.
At the end of the month that transaction is debited on my account
how do I keep track of the status of this operation : debited or registered but not yet debited ?
thanks
Replying to @century007's post:
Oh, I got it. We call it cleared transactions and reconciles. It's in the plan, and one of our top priorities for the upcoming releases.
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