XS Portfolio

	The account list can be used to quickly view the transactions from another account. The transactions window provides an overview of the account’s transactions, initially sorted in ascending date order, although you may select the column number to sort by abbreviation, description or amount. The current balance is provided for information. To add a new transaction simply select Add from the soft-key MENU, then: 1. Select the Date field and modify the date, if necessary. 2. Select the Amount field and enter the transaction amount. Debits may be made by entering a negative amount, all other amounts are credits. 3. Select the Description field and enter a description, if necessary. 4. Select the Notes field and enter any notes, if required. 5. Finally, select soft-key Create or Cancel to either commit the transaction or cancel.
To delete a transaction highlighted select the desired transaction, then : 1. Select Delete from the soft-key MENU and provide confirmation when requested.
To Edit an existing transaction simply tap the desired transaction, then: 1. Select Edit from the soft-key MENU and follow the steps required in adding a new transaction
To delete the account simply select the Delete from the soft-key MENU and provide confirmation when requested. Please note that you will not be able to delete an account which has portfolios linked to it, you must delete those first. To create a new account or modify an existing account, select either New Account or Edit Account from the soft-key MENU and follow the instructions in the Portfolio's & Accounts section.