Other Functionality

Additional options are available from the Transaction Options menu, accessed by right-clicking any transaction in the list.

Transaction options

Options include jumping to the Payees view for the Payee in the transaction, creating a schedule, and changing the reconciled or cleared status.

To edit the account information from the ledger view, select Account from the menu bar. From the Edit Account... menu item, you can change the account details. There is also a menu item to bring up the Reconcile menu, which allows you to match transactions against an official bank statement or credit card notice.