Accounts preferences


There's a few preferences specific to accounts that you can learn more about below. The Accounts preferences can be found in the program's preferences. Access the program's preferences by tapping Action Button underneath the main account list and then choose the "Preferences" option.

Account preferences view

Account Preferences

Account preferences info:

  • Include early posted transactions in balances: Whether or not to include transactions with dates after today in the primary balance listings. On by default.
  • Use total value for investment accounts (otherwise cash balance is shown): Whether or not to show the total value or just the cash balance for investment accounts in their primary balance listings. On by default.