In Expense Tracker, the Date (1) is automatically entered when the record is created. You can locate a record for a particular date by clicking the Find button above this field.
Choose the Expense Type (2) from a list provided or create your own.
Create your own lists of Payees (3) and Accounts (4). Your list of accounts might include business checking or credit lines.
Record the check number (if applicable) in the Check# field (5). Click the Print button above this field (5b) to Print your check.
Assign a Vehicle (6) to the expense record. This is optional and you can keep track of any number of vehicles. Click the Service button (6b) to open a window where you keep track of when and where the Last Oil Change, Last Tune Up, Brake Service, Automatic Transmission Service and Tire Rotation was performed. You can also keep notes about your vehicle in this window.
Keep notes of any length about the expense in the Notes field (7).
All numbers in the notes field (7) can easily be added to the Expense Amount (9) by clicking the Add button (8).
Keep track of the taxes you pay by entering the Tax Type and Tax Paid (10).
Use the Tax Deductible option menu (11) to indicate whether the expense should be Tax Deductible, Not Deductible or if it should be added to the Depreciate list in Tax Form Reports.
Keep track of tax deductible mileage with the handy calculator which is revealed by clicking the Travel Deduction button (12).
View a balance sheet for the current Account by clicking the Account Register button (13). On this screen you will find an Add/Select Account button, Start Date and an End Date fields, and an Add Deposits & Payments button.
Creating Expense Reports (14) or printable information for tax forms is quick and easy from the Report Options window.
Clicking the Shopping List button (15) above the Notes field opens the Shopping List window. At the bottom of this window there are buttons that allow you to Add Items to the list, Remove All the items in the list, Print the list (so you can take it with you to the store), Sort the list and Close the window.
For information on the unmarked navigation and common buttons, click here.