Spending money (Bank Register)

The Bank Register allows you to quickly and efficiently enter all your transactions for asset accounts with checking privileges or liability accounts with credit card privileges from one window. You can also view a complete transaction history for a selected date range of each of these accounts and open the source window of each transaction for more detailed information.

Note: The Bank Register is not a transaction window

The data entry area appears in the bottom portion of the window and the top portion displays the transactions in a scrollable list.

The list in the upper left corner of the Bank Register window displays only asset accounts with checking privileges and liability accounts with credit card privileges.

Note: Entering transactions in the 13th period

Warning: Spend Money transactions can't be used to close bills

While the Bank Register is quick and convenient, it is not appropriate for every Spend Money transaction. Keep these points in mind:

If a transaction uses more than one account, you cannot use the Bank Register alone. Click the Split button to open the Spend Money window. All data already entered in the Bank Register window will be carried to the Spend Money window and the Bank Register Transaction Entry fields will clear.

In the Spend Money window, follow the procedure described in To spend money (Spend Money window); then click the Record button. You can enter additional Receive Money transactions in the Spend Money window or click the Cancel button to exit the window and return to the Bank Register.

The Group with Electronic Payments button isn't available in the Bank Register. If you want to pay this payment electronically, you must select the account that is your linked Checking Account for Electronic Payments from the list in this window. Doing this will ensure that when you record the transaction it will be listed in the Prepare Electronic Payments window. (Creating electronic payments transactions)

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