Chapter 4: Handling Your Accounts

Think of Money Essentials as your financial companion. It will give you account updates, automatically put your transactions into categories — and even give you reports to help you keep tabs on your spending.

Using the account register

Money Essentials will update your account register to match your online banking accounts. The account register also contains a list of the transactions for each account. To view the account register, click Banking, and then click the name of the account you want to work with.

	Tip
	To quickly switch from one account to another, click on the down arrow next to the account name and select another account.

The Account Register lets you:

• See transactions and balances at a glance. Your most important information — how much you have in your account, what your transaction was for or who it was to, and which transactions have cleared, while categorizing each item based on your preferences — is easy to find.
• Rely on Money to do the work for you. Online updates give you the most recent information from your bank, brokerage, or credit card provider — no typing required!
• Know how you're spending your money. Money Essentials automatically sorts your transactions into spending areas based on how you've categorized them in the past. You can always manually reassign transactions to suit your personal preferences.

Figure 4-1: Account Register

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