Balances

This screen displays individual balance totals for each date’s entries.

Accounting Software balances

Accounting Software balances

Tapping on a date will expand it to show all expense transactions entered for that date.

If you have entered a Reference value within a transaction, it will appear below the transaction on this screen, e.g. ‘Weekly shop’, above.

The padlock icon next to a transaction indicates whether or not the transaction has been downloaded to your desktop application and is therefore ‘locked’ in the app and unable to be edited (if so, the padlock will appear locked - otherwise, as in the image above, it will appear unlocked).

If you wish to view or edit an expense transaction, tap it to open the ‘View Expense’ screen (and tap ‘Edit’ if you wish to edit it).

If you wish to add a new transaction, click ‘Add New’ at the bottom of the screen.

To return to the Main Menu at any time (both in the app and in this help guide), tap the Home icon in the top left of the screen.