• General Functions-Home View

    View your Home Screen by Month, by Quarter, by Year.

     

    Homescreen ViewThe Default Home Screen is in YEARLY view.  You can change that to add a another dimension to the way you look at things.

    Your Home Screen comes in three screen configurations:

    YEARLY view - shows all transactions for the year.  We use this view to enter transactions.

    QUARTERLY view - provides a summary of your transactions per quarter.

    MONTHLY view - gives you a month to month total of your results.

    Condensing the view into quarters or months gives you greater insight into your performance.  Comparing various months or quarters will assist you in making good management decisions or identifying trends in performance.