Add a transaction by typing it in
You can track a transaction that hasn't yet cleared your bank by
adding the transaction to your Account Register
(The page in Money that displays all the transactions
for one account, such as a checking, a credit card, or an
investment account.) .
Note:The steps you follow for this task depend
on whether you're using the Essential Account
Register (In Money, a streamlined version of the account register
that lets you track the accounts that you update online without
tracking transactions in detail or balancing. ) or the
Advanced Account
Register (A version of the account register in Money that enables
you to track individual expenditures in detail. It can be updated
online or manually.) . To find out which register you're
using, look for the Essential Register or
Advanced Register label in the upper-right corner
of the account register.
Your
bank balance
((Essential Account Register only) The amount in your
account, according to your bank or brokerage, as of the time the
account was last updated.) reflects only the payments and
deposits that have cleared your bank. You can add transactions to
keep track of uncleared items and see how they affect your
balance.
- Click Banking, and then click Account
List.
- Click the name of an account.
- If the Adjustments list is not visible, in the
left pane, under Common tasks, click Add a
transaction.
- Click Click here to add a transaction, and
then complete the form.
In the Advanced Account Register,
you can add many details about a transaction when you type it in,
including category and
subcategory
(A
subset of an income or expense category. For example, Gasoline and
Maintenance could be subcategories of Automobile expenses. )
, split information, and more.
- Click Banking, and then click Account
List.
- Click the name of an account.
- Select the Show transaction forms check box at
the bottom left of the register, if it is not already
selected.
- Click New, and then click the tab for the type
of transaction you're entering.
The tabs vary depending on the kind of account you're working
with.
- Deposit: Enter deposits to an account.
- Transfer: Move money to or from an
account.
- Withdrawal: Record withdrawals you've made
from an account.
- Charge: Enter charges you've made against a
charge card account.
- Credit: Enter credits you've received in a
credit card account.
- Decrease: Enter a decrease in value for an
asset or liability account.
- Increase: Enter an increase in value for an
asset or liability account.
- Complete the information, and then click
Enter.
Note
After the transaction clears your bank, you can remove the
adjustment
((Essential Account Register only) A payment or deposit
that has been made but hasn't yet cleared the bank. The adjusted
balance shows how much will be in your account after payments or
deposits clear the bank. ) from the list by selecting its
check box, and then clicking Delete Cleared
Adjustments.
