EasyMoney^TM lets you create non-repeating, repeating and also split transactions to allow you to record each transaction as accurately as possible.

Add/Edit a Transaction

A New Transaction (Account Name) screen will appear.

 

 

 

 

 

 

 

Fill in Payee/Item

 

Fill in Account

An alternative is to select the Calculator icon which you can use to calculate mulitple numbers for a grand total.

 

Select Category

If needed, scroll down to create a New Category. Go to Manage Categories for more information.

 

If no Category is selected, the Transaction will be assigned to a default Category, 'Others'.

 

Select Type

Either 'Deposit' or 'Withdrawal'. EasyMoney automatically recalls the transaction type assigned to each Category. 

 

Set Transaction Date

The default setting is the current date. 

 

 

 

 

 

 

 Fill in Notes (optional)

The default setting is the current date. For example, 'Check #', 'Gift for Dad'

 

Select if the Transaction 'Does Not Repeat' or 'Repeats'

If 'Repeats' is selected, choose frequency of 'Day' , 'Week', 'Month' or 'Year'.

 

Fill in the Frequency and Next Transaction Date for the next Transaction to be recorded. A repeat symbol will appear next to the transaction record. 

 

 

 

 

 

 

Select Transaction Status: ‘Cleared’, ‘Uncleared’, ‘Reconciled’ or ‘Void’

A letter symbol icon will appear next to the Transaction record.

 

Cleared

To mark that the transaction has been cleared.

Uncleared

This is the default transaction status. To change this setting, tap and hold on the Account, select ‘View/Edit Account Info’ and choose a different status under ‘Default Trans Status’.

Reconciled

To indicate that the transaction is reflected in your monthly bank or credit card statement.

Void

To cancel the transaction, but still keep a record for reference.

 

If you wish to take a picture of the receipt/bill for proof of purchase records, 

Tap on the Camera Icon

Snap a photo. A thumbnail of that photo will replace the Camera icon. A photo symbol will appear next to the Transaction record.

 

To capture a new photo,

Tap the thumbnail for further photo options such as to take a new photo

 

Split Transactions

To make a split transaction, go to Select Category,

 

Tap Split Category

 

 

 

 

 

 

Fill in Payee and Amount for example, Pets $50

Tap Save & Split

A New Split screen will appear.

 

 

 

 

 

 

 

 

 

 

 

 

 

Select Category

 

Fill in Account

 

Select Type

 

Fill in Notes (optional)

 

Select Save & Split for more splitting or

 

Save & Done

A Split Transaction record will appear.

  

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Tap on the Split Transaction record to view more

A new screen will appear. Tap on each transaction to update any changes.

 

 

 

 

 

   

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