Download User Guide - EZPZ Software

Contents
Conventions.............................................................................................................................................1
Common Controls ............................................................................................................................................... 1
Printing Reports .................................................................................................................................................. 2
Creating your first dataset.......................................................................................................................1
Multi-currency support ...........................................................................................................................1
The Account list .......................................................................................................................................2
Viewing your Accounts ....................................................................................................................................... 2
Changing the name of an account ...................................................................................................................... 3
Adding a new account ........................................................................................................................................ 4
Deleting an account ............................................................................................................................................ 4
Account status .................................................................................................................................................... 4
Changing account type ....................................................................................................................................... 5
The Automated entries due list .......................................................................................................................... 5
The Bills pending list ........................................................................................................................................... 5
Credit card payments ......................................................................................................................................... 6
Resizing the lists.................................................................................................................................................. 8
Savings budgets .................................................................................................................................................. 8
Account reports .....................................................................................................................................10
The Account ledgers ..............................................................................................................................12
Editing/deleting a transaction .......................................................................................................................... 13
Account balance graph ..................................................................................................................................... 14
Categories..............................................................................................................................................16
The Categories list ............................................................................................................................................ 16
Adding a new category ..................................................................................................................................... 16
Editing a category ............................................................................................................................................. 17
Deleting a category ........................................................................................................................................... 17
The Spending Tracker ....................................................................................................................................... 18
Enter journals ................................................................................................................................................... 19
Category reports....................................................................................................................................21
Adding bank/credit card transactions ...................................................................................................25
Entering a single transaction ............................................................................................................................ 25
Using the Category dropdown .......................................................................................................................... 26
Entering a batch of transactions ....................................................................................................................... 27
Foreign currency transactions .......................................................................................................................... 27
Split transactions .............................................................................................................................................. 28
Entering a transfer ............................................................................................................................................ 29
Entering an Opening balance............................................................................................................................ 30
Adding asset account transactions........................................................................................................32
Revaluing an asset ............................................................................................................................................ 32