Dashboard | Start | Workplace | Schedules | Overlaps | Transactions Upload | Budget | Bank & CCards | Account Codes | Reports
Schedules
This is the working area of your iCashbook. It contains schedules that record your
transactions as well as allow you to code or categorise those transactions.
-
Click a tab to select the schedule you wish to work in
-
Click “UPLOAD” button to upload transactions that you have downloaded from your bank account in your banks website
-
The Account Codes box. Click to open this floating code box which you can use for coding (i.e categorising) your transactions. The code box contains the list of Codes you had selected to use at Step 4 of your set up process. Drag and drop each transaction line into these nominated codes/categories. You may add or edit your codes by clicking the link at the bottom of the box
-
Details of your transactions. You may edit details to suit by clicking on the selected line and making any required changes. When coding (or categorising) transactions put your mouse on the line and drag into a code in the floating code box.
-
The TooHard basket code. If you are not sure what to code a transaction to, simply drag and drop into the TooHard basket for your advisor or trusted user to help you with
-
Example of what the drag and drop process looks like when you select more than one similar transaction and categories them all in one action. You may select any number of the same transactions and drag and drop them in one sweep into the appropriate code/category – e g RENT
-
Display showing the transactions not yet coded at any time