Documentation
Accounts Setup
Creating New Account
To create a account, use Accounts Setup.
To create an account press and give it a name. Account names must be unique.
In Accounts Setup we can see Current (active), Inactive, or All accounts.
Managing Existing Accounts
Account can be renamed or deactivated by pressing button next to the account name.
Active accounts will be available when entering new transactions (). When editing transactions (), both active and inactive accounts are available.
To deactivate an account, it must have $0 in it. Account Transfer () can be used to achieve this.
Accounts cannot be deleted if there are any transactions associated with them. If account is no longer needed, simply deactivate it.
Deactivated accounts will not show up when new tranactions are entered but will still be visible when editing transactions or viewing reports.
Deactivated accounts can be reactivated and used again.
Account Reconciliation
It is recommended that we reconcile account balances in Track My Dough with our actual bank accounts at least once a week.
If we forget to enter any transactions, it can be quickly brought to our attention if balances in Track My Dought do not match balances of our actual bank accounts.
We can compare transactions and enter those which have been missed.
Just keep in mind that some transactions may not have been posted to the bank account and therefore could cause a discrepancy between balances.
Creating New Account
To create a account, use Accounts Setup.
To create an account press and give it a name. Account names must be unique.
In Accounts Setup we can see Current (active), Inactive, or All accounts.
Managing Existing Accounts
Account can be renamed or deactivated by pressing button next to the account name.
Active accounts will be available when entering new transactions (). When editing transactions (), both active and inactive accounts are available.
To deactivate an account, it must have $0 in it. Account Transfer () can be used to achieve this.
Accounts cannot be deleted if there are any transactions associated with them. If account is no longer needed, simply deactivate it.
Deactivated accounts will not show up when new tranactions are entered but will still be visible when editing transactions or viewing reports.
Deactivated accounts can be reactivated and used again.
Account Reconciliation
It is recommended that we reconcile account balances in Track My Dough with our actual bank accounts at least once a week.
If we forget to enter any transactions, it can be quickly brought to our attention if balances in Track My Dought do not match balances of our actual bank accounts.
We can compare transactions and enter those which have been missed.
Just keep in mind that some transactions may not have been posted to the bank account and therefore could cause a discrepancy between balances.