Managing Transactions

To see how a transaction will affect your records

 

You can view the accounting entries that will be made to your financial records when you record transactions by displaying the Recap Transaction window before you record the transaction.

Do this by choosing Recap Transaction from the Edit menu when any transaction window is displayed.

Besides including every account that will be affected by the transaction, this quick transaction summary includes the name of the journal where the transaction will be saved. This is a helpful tool if the journal isn't apparent from the type of transaction you're entering.

After you view the Recap, don't forget to record the transaction you reviewed.

Recap Transaction information is also useful to review after you record the transaction.

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