Viewing Account Balances in Home Accountz - dummies

Viewing Account Balances in Home Accountz

By Quentin Pain, David Bradforth, John Taylor

Part of Home Accountz For Dummies Cheat Sheet

Home Accountz lets you see every balance in your accounts and how the balances came about. You can view these balances from a big picture point of view or right down to specific balances on individual accounts on specific days.

To see a general view of your accounts and check out their balances, follow these steps:

  1. Open Home Accountz.

  2. Choose Accounts→Accounts, Balances & Budgeting.

    The Accounts, Balances & Budgeting panel appears.

  3. Select any account group in the left panel.

  4. To see individual balances, select the Balances tab to the right of the left panel.

  5. To see the total transaction balance in a bar graph, click the Transactions tab, which appears below the Balances tab.

    The following figure shows the Transactions tab for the Expenses folder.

    Note: If you click on an individual account, you will see the actual transactions that make up the balance.