MONITOR - Accounts
The Accounts Monitor is where you can view all of the accounts, credit cards, wallets & loans that you have added.
The balance of each account, along with any statement dates, selected actions and alerts are displayed here.
From here you can view and set individual account details.
To view the options available to you, click on the name of the account.
You may then select from any of these options available to you. (Options available depend on how much you have entered into Budgets Get Real):
Set Details
Set and edit the details of that account. For credit cards this is where you set your spending limits and warnings.
Set Balance
Set the balance of your account (for banking, credit card & loans) for your most recently imported transactions.
- “Enter new statement details” from the new window
- set the date of the statement for which you want to set the balance
- set the statement value (balance)
- “Accept changes”
Import Statement
Directs you to where you can import a new statement and transactions for that account.
View Register
View the transaction register for that account. The transaction register holds all of your transactions and transfers for that account. It is also where you set names, categories and jobs for your transactions.
Budget Related
Displays the budget items as well as any budgeted transfers associated with that account. You can add and edit budget items directly from here.
To Set the Balance of a Wallet:
- Click “reconcile” from the Actions & Alerts column
- Follow the steps listed in the next screen (Reconcile Cash Wallets)
- For more information refer to Wallets Help
- You can also set a wallet balance from Transactions, Wallets in the side menu.
You cannot set the balance of a wallet if there is nothing to reconcile. Balances in your wallet appear as the result of ATM withdrawals or in-store cashouts that you have nominated to that wallet.
