Step 1
Add a New Category:
-
Navigate to "Manage Transaction" and then "Manage Category".
-
Select "Fee Type" to specify if the category is for income or expense. The video shows creating an income category named "award".
Step 2
Add Income:
-
Go to "Money Transaction" and click on "Income".
-
Input the payment method, amount, transaction ID, date, a category, and a description.
Step 3
View Income:
-
To view the income you've added, click on "View Income". You can see the new entry and filter the view by year, category, or date.
Step 4
Add Expenses:
-
The process for adding expenses is similar to adding income. Input the amount, transaction ID, date, description, and select the appropriate category for the expense.
Step 5
View Expenses:
-
You can view expenses by clicking on "View Expenses". The default view shows a summary for the current month, and you can filter the view by year, category, or date.
You can view the full video at the following link: https://youtu.be/-p4RH594skU