Other Functionality

Additional options are available from the Transaction Options menu, accessed either by right-clicking a transaction in the list or pressing the More button in the bottom input area.

Options include jumping to the Payee's page, creating a schedule, and changing reconciled or cleared indication.

To edit the account information from this view, press the Account button to bring up the Account Options menu. From this menu, you can change the account details, or bring up the Reconcile menu, which allows you to match transactions against an official bank statement or credit card notice.