Working with Income/Expense Folders

The Income and Expense tracker allows you to divide your entries into folders, and then divide the contents of each folder into different categories.

To create a new income or expense folder:

1. Open the Income and Expenses Tracker screen. How?

   • From the Main Menu bar, go to Applications > Income/Expense Tracker.

2. Click the Add Folder action link.

3. Define the folder's name, and define a password for the folder if one is desired.

4. Click the Add Folder button.

To add a password to a folder or change its name:

1. Open the Income and Expenses Tracker screen. How?

   • From the Main Menu bar, go to Applications > Income/Expense Tracker.

2. Click the folder's Edit folder name icon.

3. Use the Edit Folder in-line to change the folder's name or password.

4. Click the Save Folder button when your changes are complete.

To delete a folder and its contents:

1. Open the Income and Expenses Tracker screen. How?

   • From the Main Menu bar, go to Applications > Income/Expense Tracker.

2. Click the folder's Delete icon.

3. Confirm the deletion in the confirmation dialog box.

   The folder, and all its contents, are deleted.