This screen lists the Bank Transfer transactions you have entered into your organisation file based on the settings selected at the top of the list. You can add new transactions from this screen by clicking on the ‘Add…’ link at the top of the list.You can combine multiple options at once. For example, you can specify a date range and a Tag and a bank account.

If the transaction involves tax you can’t use the bank transfer screen. Use a General Journal instead if this is required.

To edit a transaction in the list, click on the transaction in the list.

The options for this screen are:

• Date Range - The date range option allows you to limit the transactions listed to those that fall within the dates specified. For example, if you wanted to see only transactions that were dated between July 1 2007 and July 31 2007 you would enter “01/07/07″ into the first date field, and “31/07/07″ into the second field, and then press the ‘Show’ button.

• Tag - When you add a transaction you have the ability to specify which Tag you would like to store it in. You can limit the listed transactions to only those that are stored in a specific Tag by selecting the Tag from this list. For example, if you wanted to see only those items you had stored in the Tag labelled Share Portfolio, you would select the Share Portfolio from the list and click the ‘Show’ button.

• Account - You can use this option to show only those transactions that have been entered using a specific account (i.e. bank, credit or trust). For example, to show only transactions made with the bank account labelled “Credit Card”, select the “Credit Card” account from this list and click the ‘Show’ button.