Income and Expenditure     

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Viewing the Income and Expenditure Values
You can view income and expenditure details held on an account by selecting the income and expenditure folder in the left hand frame of the Account Manager Screen.

The details of any income and expenditure applied to the account will display in the bottom frame as shown below.  The income and expenditure can be sorted by clicking on the column headers.

Included in the display here you will notice the amounts are calculated for you.  The total Income, the Total Expenditure and the Disposable Income.  As you add or amend values the totals are updated automatically.
 
Creating an Income and Expenditure Value
The income and expenditure screen can be launched by double clicking on the item in the browse you wish to add a value to.  You may leave this screen at any time by clicking the "CANCEL" button.

The type of income or expenditure you have chosen will display above the "Value" box.  Simply enter the value for this in the "Value" box.

Click on the "OK" button to save your changes.
 
Updating an Income and Expenditure Value
You may update a income and expenditure value by double clicking on the white data value displayed on the Account Manager Screen.  Only the "Value" field is editable in the update mode.  Click on the "OK" button to save your changes.

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Ascent User Training Guide