|
Accounts
The first thing you will see when you run QMate is the Accounts form. There are two primary forms in QMate: one for accounts and the other for transactions. Once you enter your account information, you will spend most of your time in the Transactions form. Before you can enter any transactions, you must create one or more accounts.
Entering account information
To create a new account, tap the "New" button on the Accounts form. You will be presented with a dialog which allows you to specify the account name (up to 32 characters), account type (Bank, Cash, Credit Card, Asset or Liability), default currency and balance.
QMate supports up to 32 accounts. You can change information for an account by selecting the account on the Accounts form and tapping the "Details..." button. This is how you can keep your QMate account balances current with your Quicken ones.
Once you've entered your account information, navigate to the Transactions form. This can be accomplished in one of two ways: select an account and tap the "Transactions" button, or double-tap on the desired account.
|