Cash Flow » Modifying Transcations

• How do I prevent my credit card charges from being double-counted?
• How do I put my transactions in cheque number order?
• Can't I split transactions, or set up subcategories?

1. How do I prevent my credit card charges from being double-counted?

Use Transfer Out or Transfer In for transfers of money that you don't want to include in your spending totals.

For example, when you pay your credit card bill from your savings account, you won't want that amount included as spending because you'd be counting the same amounts twice. (The individual credit card spends are already counted in your Trends and Goals.)

Is there any reason to use the Credit Card category?

Yes. Use it when you make payments to a credit card account that you aren't tracking in Money Manager.

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2. How do I put my transactions in cheque number order?

You can click in any column heading to change the order of the contents. Here is an example:

Choose Sort Ascending when you want the transactions to go up by number or from A to Z.

Sort Descending works well when you're looking at cheque numbers. That's because blanks are lower in value than numbers, so your cheque numbers will pop to the top of the list.

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3. How do I split transactions?

You can break up a transaction to assign amounts to different categories. For example, you might buy groceries, household items, and prescription medications in the same purchase.

To split a transaction

To add a category:

• Select any transaction and click DETAILS.
• Cick ADD ANOTHER CATEGORY.
• On each new row, you can include the category and amounts for each part of the transaction you want to split out. We'll do the arithmetic for you so that your total stays correct.
• After you click SAVE, you'll see that the category is shown as Multiple and a split icon is added to the row. And if you added a note, a note icon appears. You can put your mouse on the Note icon to see what's in it. And don't worry, you can still search on the contents of the Notes field.

What happens on my Trends and Goals pages?

Each split row is shown by itself along with other transactions in the category in question - just like you would expect.

Can I set up subcategories?

No. Some people really want to track things like Auto (Gas), Auto (Repair), and Auto (Wash) as separate categories so that they can see those totals either separately or rolled up into the master category name (Auto).

This is a level of detail that Money Manager doesn't track. Our purpose is to give you a tool that helps you know how much you can safely spend and still pay your bills on time.

However, you can set up your own custom categories. You're not limited to the Base set of categories we've set up. How do I add my own categories?

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