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Phoenix 9 - User Help

When multiple cashflow accounts are included in a budget, the account balances are displayed in a line or series of lines below the cashflow expenditures.

The total cashflow balance is still displayed below these accounts.

In order to track the balance of each account independently, every cashflow income or expenditure needs to be allocated to the account to which it applies. There are two processes to allow this to be done easily. When selecting the accounts to use (see To Use Accounts) one of the accounts is set as the main account. All incomes and expenses will be allocated to this account unless specifically allocated to another account.

To specifically allocate an entry to a cashflow account other than the main account, with the cursor on the cell for the entry, press F7, (or right click the mouse and select Account Allocation). You will now be able to allocate the entry to any specific account. See Account Allocation.

When Cashflow accounts are in use, you can set the interest rates that apply to that account, and Phoenix will automatically calculate and enter the interest for you.

See Also

To Use Accounts

To Set Bank Account Interest Rates

Account Allocation

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