Managing Banking Transaction Records

Banking transaction records or items, in doogiePIM, can be added, edited and deleted. Each operation can be done only when you are in the Finance section.

To Go To The Finance Section

Either:
Choose from the Main Menu "File/Go To Section/Finance", or
Click on the Main Section Toolbar icon: Finance

To Add A New Banking Transaction

First ensure you have selected a "Banking" folder from the Navigator.

By default, these folders are the blue folders, but may be customized in colour and text format, then either;

Choose from the Main Menu "Transactions/Add New Bank Transactions", or
Right Click on the Transactions List and choose "Add new Bank Transactions", or
Click on the Transaction items toolbar icon: "Add New Bank Transactions"

With the record's details window is open, fill in the input boxes and edit the details as needed:

When you are satisfied with the details you have entered, click on Save to save the details or click on Cancel to cancel any changes made.

To Select A Banking Transaction

Left click on the Transactions List where the Transaction Record is displayed. The record is selected when it's highlight colour is shown.

To Edit An Existing Bank Transaction's Details

Either:
Choose from the Main Menu "Transaction/Edit Selected Transaction", or
Click on the Records Toolbar icon: Edit Selected Transaction (located above the Transactions List), or
Double Click on the Transaction in list view.

The operation of editing is the same as adding. See the details above for more information.

To Delete An Existing Purchase Transaction

Either:
Choose from the Main Menu icon: "Transaction/Delete Selected Transactions", or
Click on the Records Toolbar icon: Delete Selected Transactions (located above the Transactions List)