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Managing Transactions

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Managing transactions is done from the transaction listing.  Adding, Editing, and Deleting may all be performed easily.

 

To Add a Transaction,

Click the Add Transactions link

1.Complete the add transaction popup form (see below)

2.Click the Add Transaction button

 

Add Transaction Popup

 

 

To Edit a Transaction,

1.Identify the targeted transaction

2.Select Edit from the small hamburger menu

3.Modify the transaction information from the popup

 

 

To Delete a Transaction,

1.Identify the targeted transaction

2.Select Delete from the small hamburger menu

 

 

 


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