Overview

You can access the Summary page and Reminders calendar at the top of the side bar.

Your accounts will be displayed below this, ordered by account type. Select the account name to view the relavent account register within the main window.

Budgets can be accessed below the accounts.

At the bottom of the side bar, you'll see Graphs and Reports. Select the report or graph you'd like to use. Then select the 'Edit' button at the top right of the main window.

AT_A_GLANCE_sidebar.png

To remove an item from the side bar, right click (Ctrl+click) and select 'Remove from Side Bar'.

To re-add an item, click the + symbol at the bottom left of the side bar.

You can click and drag on the ||| icon at the bottom right of the side bar to expand or reduce the side bar width.

Status Graph -

This graph displays either the Budget Status or Net Worth Graph.

You can choose which graph you'd like to view (or hide the graph) within the View menu.

When using Budget Status, you can select the budget name on the left to amend the details. You can select which budget to use and also select the time period.

The Net Worth view can also be amended in the same way, to amend the time period to either This Month, This Year or All Dates.

AT_A_GLANCE_status_graph.png

Search Box -

You can search for an item using words or numerical amounts.
This field is also accessible from Edit --> Find, or by pressing ⌘F.

The search box also contains a quick entry interface which allows you to quickly add a transaction. This is detailed further within the 'Entering Transactions' section.

AT_A_GLANCE_search.png

Main window -

This window will displays the item selected in the sidebar. This will display the summary page, reminders calendar, account register, budget, graph, or report.

AT_A_GLANCE_main_window.png

Recent Discussions

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