EDITING EXISTING ACCOUNTS

Editing accounts already set up in Pure Cash Tracker

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EDIT AN EXISTING ACCOUNT

Depending on your business, you may want to edit the names or other details of some of the default accounts set up in Pure Cash Tracker or even custom accounts that have been set up previously.

All changes to new and existing accounts can be made in the settings menu in Pure Cash Tracker.

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1. Settings Menu

The first step to access the settings menu in Pure Cash Tracker is to make sure the "Home" tab is selected on the bottom of the screen (highlighted).

Once in the Home Screen, the Settings menu is accessed by tapping the Settings button at the top right of the screen.

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2. View and Edit Accounts

Once in the Settings menu to access the existing accounts details select "View and Edit Accounts" (highlighted).

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3. Select Account

The accounts screen will list all of the accounts currently set up in Pure Cash Tracker.

To view an existing account, select the account to be edited or reviewed from the list shown (example highlighted).

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4. View Account Details

The Account screen presents three fields:

  • Account type

  • Account name

  • Account number

Account Type

There are six account types in Pure Cash Tracker:

  1. Sales

  2. Cost of Sales

  3. Other Income

  4. Expenses

  5. Income Tax

  6. Sales Tax

Select the account most appropriate for the new account being created by pressing on the list on the screen (example highlighted).

Account Name

The name of the account describes the income or expense.

Account Number

All accounts in Pure Cash Tracker have an account number. In setting up a new account, any number between 100 and 999 can be selected for an account. You'll notice most screens and reports show four numbers in an account number. The first account number is determined by the type of account selected as numbered above. Some reports in Pure Cash Tracker are sorted by account number, so make sure when choosing an account number that you place the accounts in an order that works for you.

In order to edit an existing account, select the "edit" button (highlighted).

It is also possible to delete an account from this screen, however Pure Cash Tracker will only allow an account to be deleted if there are no transactions allocated to it. If there are existing transactions in an account, they will have to be allocated to a different account before the account can be deleted.

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5. Edit Account

Once the "edit" button has been pressed, a screen will show the existing information for the account in fields that can be pressed and entered into to alter the account details.

Once the desired changes have been made, press the "update" button to save the changes (highlighted).

Otherwise in order to cancel the changes press the "cancel" button.

Pressing either button will cause the screen to disappear and Pure Cash Tracker will return to the previous Account Detail screen.