There are three ways to activate the Line Item Editor. Click the New button on the toolbar, press F2 (or INSERT), or double-click an existing line item. Either way, the line item editor will be displayed:
Select a date from the calendar.
Select a category by clicking on the category selection list on the right side of the screen.
If desired, select or type new user-defined fields.
Enter the amount in the Amount Field. Numbers, thousands separator, and decimal separator only. (Do not indicate + or - or provide a currency character here).
Type in a new note (or edit the existing one if "cloning") in the Note Field.
Click the Save New Expense button:
... to save the new entry with a negative value, the Save New Income button:
... to save with positive value.
If you have opened the edit box by double-clicking an existing record, the Replace buttons:
and the Delete button:
will be active. Click one of the Replace buttons to correct an existing record, Delete to remove it.
To quit record edit without saving any changes click the Close button:
Tip: Once you are up and running, the very quickest way to add a new entry is to "clone" an existing one. Double-click it on the main grid, click the today on the calendar, revise the amount, etc. if required, and Save.