Accounts

The "Accounts" tab gives an overall list of your accounts with their available and ledger/principal balances. You can find more detail about each account by clicking on the Account name.

"Activity" in the left navigation, lists the current-day transactions for you. You can also view transactions.

The "Search" selection in the left navigation can be used to search for specific transactions using a variety of different criteria.

Also in the left navigation, "Categories" is used to set up and review categories that transactions have been assigned to for assistance in tracking deposits and withdrawals.

Under the "Accounts" tab is "Reports". Under "Reports", you can request reports on specific accounts that are sorted by one of the following:

• Transactions By Category - Displays all transactions for the specified time frame, sorted and subtotaled by income and expense categories.
• Transactions By Payee - Displays all transactions for the specified time frame, sorted and subtotaled by payee.
• Cash Flow - Displays a summary of income and expenses by category.
• Tax Report - Lists tax-related transactions by schedule and line.
• Net Worth - displays all your internet accounts and any other accounts you choose to add as an Asset or Liability