Monechron User Manual
 II.
Accounts - Register
Click on
the Accounts icon and you will go to the heart of Monechron---the
transaction register and Web Scout™. The
default screen you're seeing now is Register 
The transaction
register is where all your transactions are recorded and saved. When
you have to make corrections upon discovering an error in a check
you've just printed out you go to Register. When you want to find
out which checks are paid out and which are still outstanding you go
to Register. When you need a complete history of your income and
expenditure since you began using Monechron
you also go to Register. When you use Web Scout™, you
need the transaction register much as you needed the register in
your checkbook for reconciling your balance.
Your various accounts,
with respective current bank balances, outstanding payments, and
realtime balances, are listed on the left. On the right, all your
transactions are kept in one place permanently.
To view your transactions in a particular account, select from the
list on the left. For example, click on Checking, and all of the
transactions you've made in your checking account will display on
the right. If you click on Savings, all transactions in your savings
account will appear.
To add a new account, click on New. Fill in the dialog box and click
on OK. The new account will be added to the list.
If you want to view only uncleared transactions, click on the
dropdown list after Show and select Uncleared. Immediately after it,
select a particular time period from the dropdown list (Default is
Last 3 months). All of the uncleared transactions you made during
the selected period will appear.
You
can make changes to a transaction directly in the register on the
right; for example, to change the date a transaction was made,
simply click on the header Made, select the specific transaction and
enter your modification.
You
can click on any of the headers to sort the transactions. For
example, clicking on Made will sort the transactions
by the date on which they were made. A small arrow will appear to
indicate the sorting order---pointing up for ascending order, down
for descending. You can change the sorting order by clicking on the
same header again.
- Made
-
the date the
transaction was made; arrow pointing up---past to present date;
pointing down---present to past
-
- Posted
-
the date the
transaction cleared your bank
-
- Number
-
the number of a
check or type of transaction; arrow pointing up---small to big
numbers; pointing down---big to small
-
- Cleared
-
the transaction has
cleared your bank; arrow pointing up---cleared transactions
listed before uncleared transactions
-
- Description (Memo)
-
the description of
the transaction and/or any notes; arrow pointing
up---descriptions by alphabetic order, A to Z
-
- Category
-
the categorization
of the transaction; arrow pointing up---categories by alphabetic
order, A to Z
-
- Credit
-
the amount of your
deposits and interests
-
- Debit
-
the amount of your
expenses and withdrawals
Click
on Print in the register and the screen should look like this
Click
on Print Checks if you wish to print an individual check from any of
your accounts in the register, or you can click on Print Register to
print out the whole register for a hard backup copy.
- Show
-
display the
check(s) you wish to print; click on the dropdown list to select
-
- Type
-
type of checks you
use for Monechron; click on the dropdown
list to select
-
- Setup
-
set up Monechron
for your checks if you're a first time user (Follow the
instructions in Tutorial Lesson
1)
-
- Preview
-
preview the checks
you wish to print out
-
- Print
-
activates the
printer
Click on Print
Register, and the screen should look like this
After
selecting from the listed accounts on the left, enter the time
period you'd like to print out. In the Preview you'll find the
transactions you made during the period. Click on Print to print
them out.
Click
on Properties and the screen should look like this
You
make changes (name and account number) to an account by replacing
the old information with new on the right. The new information will
be automatically saved and displayed on the left.
If
you wish for an account to disappear from the screen, select the
account on the left and then click on Do not show account. Later, if
you want the account to reappear, click on Undo in the
upper right corner, select the account and click on Restore. The
account will assume its previous position on the screen.
For
various uses of the transaction register, go to Tutorials
and FAQ.
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