Creating an account

To create an account:

  1. On the main menu bar, click File > New > Account. The New Account wizard opens.
  2. In the Name field, type the name of the new account.
  3. Select the currency.
  4. In the Initial Balance field, type the initial amount available for the transactions.
  5. Click Next.
  6. In the Fixed field, type the fixed commissions to pay for each transaction.
  7. In the Variable field, type the commissions percentage to pay for each transaction.
  8. In the Minimum field, type the minimum commissions amount to pay for each transaction.
  9. In the Maximum field, type the maximum commissions amount to pay for each transaction. Zero means no limit.
  10. Click Finish. The new account is listed in the accounts view.

The accounts can be organized into groups. To create a group:

  1. Right-click on the accounts view.
  2. From the pop-up menu, select New Group.
  3. Type the name of new group.
  4. Click OK. The group is listed in the accounts view.

Drag and drop the accounts from one group to another to change the hierarchy.