Transaction History

On the account screen touch the blue arrow next to an account to display all the transactions in that account. To show only the transactions in a single envelope, on the account screen touch the account name to display the list of envelopes then touch the envelope name to display it's transactions.

The history is displayed for the currently selected envelope or the entire selected account if no envelope is selected.

The display consists of the name of the current account or envelope and it's current balance at the top followed by the list of transactions. Transaction information is displayed in two lines, the top line shows who the transaction was paid to (Check, Debit, Charge), who it was received from (Deposit), or the envelope it was transferred to/from with the amount of the transaction shown on the right, red for withdrawals and green for deposits. The transaction type icon is shown on the right.

The second line shows the date of the transaction and either the For or Memo information. If the transaction is a check the check number is displayed. A balance icon is displayed if the transaction was balanced. See the Balance section for more details. A reminder icon is displayed if the transaction has a reminder set. See the reminder secton for more details. A tax icon is displayed if the transaction has been flagged as a tax item.

If the display is wide enough or the display is in landscape orientation, the history will display a running balance column on the right. See the Settings secton to configure the history display.

Touch a transaction to edit it. To delete a transaction swipe across the transaction and touch the Delete button that appears.

Note: Transactions are sorted in reverse order with the must recent at the top of the list and the oldest at the bottom.
Note 2: You can not edit or delete a transaction once it has been synced with the desktop.