Account Summary
Account summary is a side panel show active accounts and it's current balance.
(Default) Viewing account summary by types of account:
(Default) Viewing account summary by each currency:
Total will be displayed if more than one account exists in one currency.
Refresh account summary
To refresh account summary, simply click the refresh text on the bottom left corner of the panel.
Toggle between Currency and account types
To view account summary by currency or types, simply click the currency/type text on the top right corner of the panel.
Show or hide account summary
To hide the account summary panel, simply click on the arrow head above account summary to show or hide the panel.
Show or hide an account
By default, all accounts marked as hide will not show on account summary.To show or hide an account, on account summary,
Right click on the account name from the list and select "Show/Hide" to show or hide the account.
User may need to refresh the account summary to see the result.
List all accounts
To list all accounts, on account summary, right click on account name, click manage all accounts.
Alternatively user may click "Menu"
Click "Accounts" on the first column
Edit a account
On account summary(side panel), or go to list all accounts
From there you can:
1. Double click on the account name from the list
2. Right click on the account name from the list and select "Edit"
Close an account
A closed account will be make the account unavailable for selection when adding or editing transactions.
To close an account, On account summary(side panel), or go to list all accounts
Right click on the account name from the list and select "Open/Close" to close or re-open the account.
Delete an account
Go to list all accounts
From there you can:
1. Select account name from the list, and hit "Delete" button on your keyboard
2. Right click on the account name from the list and select "Delete"
View transactions associated with an account
On account summary(side panel), or go to list all accounts
Right click on the account name from the list and select "View Transactions"
View account statement
On account summary(side panel), or go to list all accounts
Right click on the account name from the list and select "Statement(This Month)" or "Statement(Last Month)"
