Partner
®
X5
User's Manual
69
Managing Transactions
Posting a Transaction
•
Highlight in the list or open for viewing the account record you
want to post a transaction to.
•
Touch
and select
Deposit
or
Withdrawal
from a pop-up
menu.
The current date and time are default for a new transaction record.
•
If you want to change the date or time, touch the corresponding
line to display a setup dialog box, and change the values.
•
Type in an amount and touch
or press
.
•
Enter a transaction description.
•
Touch
or press
to save the transaction as part of
an account record and display the
Balance
screen.
Viewing Transactions
•
Display an account record in the viewing mode, or highlight its
line in the list.
•
Touch
to open an itemized list of deposits and withdrawals
with the most recent transaction shown on top.
Withdrawals
appear as negative values,
Deposits
– as positive ones.