Mar 6, 2017 2:36 PM
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How to add a New FUND
Go to the MAIN page
Top Menu Bar
CLICK: Category & Fund List
Go to the far right of the screen
Fund Tracking button
CLICK: Fund Tracking button
Fund List
Enter New Fund in empty slot
Use (RF) for Restricted Funds. Helps Beancounter identify restricted funds
CLICK: Back button (return category & fund list)
CLICK: Back button (return to the main page)
Enter any of the cash or bank sheets New Fund shown
Click Fund: New Fund will now appear
Categories can not be blank: for this example added Bank Interest
Click Fund Button New Fund will be shown
Under the New Fund Interest is shown as receipt
No Payments
To summarise: Main Page
Top Menu Bar: Category & Fund List
ClICK : Fund Tracking button (far right hand side)
Enter New Fund in blank slot