Free 30-Day Trial

Purchase now to receive your 5% Early Bird Discount

Helping you to Manage your Money


Quick Help

The knowledgebase is a categorized collection of answers to frequently asked questions (FAQ) and articles. You can read articles in this category or select a subcategory that you are interested in.



 BankTree Personal Finance 3.0 - Accounts bar

Solution

This article is about the BankTree Personal Finance accounts bar

Accounts bar

The accounts bar allows various interface settings to be changed. To change these Right click the account bar - you can right click the account bar items such as Cash Accounts or Right click on the tab next to the account bar.

  • Collapse all
    • This will collapse all the bars and items
  • Expand all
    • This will expand all the bars and items
  • Show current balance
    • This will show the account balance up to today's date on both the account bar and account register
  • Show ending balance
    • This will show the account balance for all transactions on both the account bar and account register
  • First line entry
    • By selecting this option you will be able to enter new entries starting on the first row
    • By un-selecting this option you will be able to enter new entries starting on the last row
    • Click on the date column header to re-order the transactions
  • Show ledger view
    • By selecting this option the rows will show in alternate colours like a ledger
    • By un-selecting this options the rows will show in the same background colour
  • Show grids
    • By selecting this option horizontal grids will be shown
    • By un-selecting this option no grids will be shown
  • Show closed accounts
    • By selecting this option all accounts are shown including accounts which are closed
    • By un-selecting this option only accounts that are open will be shown and closed accounts will be hidden
  • Show closed positions
    • By selecting this option shares which have a total zero value will be shown in the investment account
    • By un-selecting this option only shares which have a non-zero total value will be shown in the investment account
  • Show linked accounts
    • By selecting this option investment linked cash accounts are shown
    • By un-selecting this option investment linked cash accounts are hidden
  • Add account
    • This will launch the add new account dialogue
 
Was this article helpful? yes / no

 
Powered by Help Desk Software HESK, brought to you by SysAid