Transaction Category

Select the category for the transaction.

Transaction Type

Select the type for the transaction.

Reference Number

Enter a reference number for the transaction.

Transaction Date

Type or select the transaction date.

Amount

Enter the amount of the transaction.

Payee

Enter the payee for the transaction.

Funds Not Available

Check this box if the necessary funds are not available.

Transfer to / from account

Select an account to transfer funds to or from.

Payment Type

Select the payment type.

Description

Enter a description for the transaction.