Working with Income or Expense Items
Individual expenses or sources of income can be entered from within
the folder you created for the expense/income type.
To add an income/expense item to a category:
Open the Income and Expense Tracker - [folder_name]
screen. How?
Click the name of
the category with which you want to work.
Click the Add Income or Add
Expense action link.
Use the Add
Income/Expense in-line to define the entry.
Note: Any sub-categories
that you define will be displayed as a line item in any reports generated,
but will not be broken out and totaled as an independent expense category.
If you live in Canada,
the Tax field is calculated
for you based on the settings you specified in your financial
settings. More Info:
Click the Add Income/Add Expense button.
To edit an income/expense item:
Open the Income and Expense Tracker - [folder_name]
screen. How?
Click the name of
the category with which you want to work.
Click the description
of the item to open its detail in the Editing in-line.
Edit the item and
click the Save button.
To delete an income/expense item:
Open the Income and Expense Tracker - [folder_name]
screen. How?
Click the name of
the category with which you want to work.
Click the item's
Delete 
icon.
Confirm the deletion
in the confirmation dialog box.