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You can create a transaction when you record entries such as your expenses, income and amount transfer. We recommend you to enter your transactions regularly and also you can set up reminders to remind and record them. This practice will ensure that your reports and dashboards are up-to-date.
Steps to create a new expense transaction.
In this example we will create an “Expense” entry for “Petrol” expenses paid using “Visa Card”
Steps to create a new income transaction.
In this example we will create an “Income” entry for “Salary” deposited in “HSBC” Bank account.
Steps to create a new amount-transfer transaction.
In this example we will create an “Amount-Transfer” entry for transferring amount from “HSBC” bank account to “Citibank” bank account.
Amount transfer can be used for