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Phoenix - User Help

The Account Transfer Lines are visible and editable in the Totals sheet, and any sheet not linked to Totals in Power Budgets.  They are also in a Budget Planner cashflow.

 

When actuals are loaded transfers between accounts will be included in the Total Transfers + $In and total Transfers - $Out lines where applicable for the selected accounts.  The Account Transfer $ Balance line is the difference between the Transfers In and Transfers Out lines.

 

Amounts on the Total Transfers +$In and Total Transfers - $Out lines cannot be edited individually.  By right mouse clicking on the Account Transfer $ Balance heading  the Total Value for the balance line can be edited or a Worktable created for transfers between accounts.

 

Account_Transfer_Menu1

 

Different menu options are available by selecting a cell in the Account Transfer $ Balance line and clicking the right mouse button.

 

Account_Transfer_Menu2

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