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From the context menu, you can void a transaction, schedule a transaction, split a transaction, and search for a transaction. Right-clicking on a transaction in the transactions list opens a context menu with more options. Change any details you need and click OK to save them. To change any other detail, either double-click the transaction in the list, or select it and click the Edit button in the toolbar. If you only need to change the Category, double-click the existing category to open a drop-menu and select a new category assignment. (Screenshot of setting up filename) Step 2 In step 2, you have to select your local currency. This can be any name you want, and the default is 'My Finances.' Once you have entered a name, click the Next button to proceed to step 2. You can edit a transaction after it has been added to the transactions list. In step 1, you have to enter a name for your new Moneyspire file. If you cannot see the transaction you have just entered, make sure you have the correct account and time period selected from the filter options above the transaction list. Once a transaction has been added to MoneyLine, it will appear in the main window in the transactions list. To import, see either the Import Transactions from OFX or QFX or Import Transactions from CSV help topics in this manual. You can also import transactions from some programs and from your bank if you can export an OFX, QFX or CSV file of your transactions from your other program or financial institution. Importing Transactions from Another Program or from Your Bank Tips for Retrieving Transactions from Your Financial Institution.Tiller Money is our top Quicken alternative for 2022. Price: 6.58/month (79/year) Top Features: Foundation Template, Customizable Templates and Categories, Automated Tracking, Basic Financial Reports. Note that you may still make changes to each transaction once it has been loaded into MoneyLine. Best Uses: Spreadsheet Budgeting and Expense Tracking. To retrieve transactions, click the Retrieve button on the toolbar. Use this option if it is more convenient for you to automatically import transactions. Online access can be managed from the Add/Edit Account dialog. This option means that you have enabled online account access for one or more of your accounts and entered all the bank details needed for online access.
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Use this option if you do not want MoneyLine to download your transactions automatically, if you do not have an internet connection, or if you prefer to manage each transaction entry yourself. This option for adding transactions means that you will enter each transaction for each account using the Add Transaction dialog, accessed by clicking the Transaction button on the toolbar.