Manage transactions with Mjrz.net Personal Finance Manager

Mjrz.net Personal Finance Manager gives you the following options to manage your transactions.

How to add transactions

To add a transaction, follow the steps given below.

1. On the tool bar click , or from the menu bar select File > New > New Transaction.
2. In the New Transaction box that appears on the screen, in the From pane, select the account from which the transaction happens.
3. In the New Transaction box that appears on the screen, in the To pane, select the account to which the transaction happens.

What is From, what is To For all inflows of money: From what it comes in as, To what it goes and sits out as. For example, if you get a monthly salary that is credited directly to your bank, it is From a salary account To a bank account. For all outflows of money: From where you are paying the money, To the purpose for which you pay. For example, if you make a housing loan payment, it is From your bank account To your housing loan account.

4. In the Date box, enter the date; or, select the date through the calendar icon.
5. In the Amount box, enter the amount. Decimals are allowed, but not any other special character.
6. In the Notes pane, enter notes if you want to.
7. Click Save to save the transaction or Cancel to quit without recording the transaction.

The transaction is recorded and the accounting calculations done to all the accounts that are effected by it.

How to delete transactions

To delete a transaction, follow the steps given below.

1. Ensure that the display pane shows the transaction. To do so, in the Accounts pane, click the name of the account to which the transaction belongs.
2. In the display list, select the transaction, and right click.



3. Click Cancel.

The transaction is cancelled, and so are all accounting calculations done through it.

How to schedule transactions

To schedule a transaction, follow the steps given below.

1. On the tool bar click , or from the menu bar select File > New > New Transaction.
2. In the New Transaction box that appears on the screen, in the From pane, select the account from which the transaction happens.
3. In the New Transaction box that appears on the screen, in the To pane, select the account to which the transaction happens.

What is From, what is To For all inflows of money: From what it comes in as, To what it goes and sits out as. For example, if you get a monthly salary that is credited directly to your bank, it is From a salary account To a bank account. For all outflows of money: From where you are paying the money, To the purpose for which you pay. For example, if you make a housing loan payment, it is From your bank account To your housing loan account.

4. In the Date box, enter the date on which the transaction is scheduled to happen; or, select the date through the calendar icon.
5. In the Amount box, enter the amount. Decimals are allowed, but not any other special character.
6. In the Notes pane, enter notes if you want to.
7. Click Save to save the transaction or Cancel to quit without recording the transaction.

The transaction status is showed as Pending till the scheduled date, on which the status changes to Completed and the accounting operations are done to your accounts.

How to clone (copy) transactions

To clone (copy) a transaction, follow the steps given below.

1. Ensure that the display pane shows the transaction. To do so, in the Accounts pane, click the name of the account to which the transaction belongs.
2. In the display list, select the transaction, and right click.



3. Click Clone.
4. Change the date, amount or notes if you need to do so.
5. Click Save to save the transaction or Cancel to quit without recording the transaction.

How to edit transactions

To edit trasactions, follow the steps given below.

1. Ensure that the display pane shows the transaction. To do so, in the Accounts pane, click the name of the account to which the transaction belongs.
2. Do one of the following:
   • In the display list, select the transaction, right click, and select Edit.
   • In the display list, double click the trasaction.

How to create filters for transactions

To create filters that control the display of trasactions, follow the steps given below.

1. From the menu bar, select Edit > New Filter.
2. In the New Filter dialog box that appears on the screen, enter the values on which you want to filter the display.
3. Click Save.



4. In the Input dialog box that appears on the screen, enter a name for the filter.
5. Click OK.

The filter is added to the list displayed in the Filters list in the menu bar.

To see transactions that are filtered, check the box next to the name of the required filter. The No filter option displays all transaction records, unfiltered.

How to search transactions

To search for transactions, follow the steps given below. Step 1 is optional.

1. From the menu bar, select Edit > Find.
2. In the Find dropdown list, select the criteria for the search.
3. In the Find box, enter the keyword for the selected criteria.



4. Click .

All transactions that match the search criteria are listed in the display pane.

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