Accounts

Monex keeps track of accounts in form of a tree structure.

Each account must have a parent account and can have one or more child accounts.
Other account information is:

• Name - user defined account name.
• Description - additional account information.
• Type - type of account.
• Currency - default account currency.

Example of a simple tree structure

The example shows a simple tree structure for car related expenses. The user can view all expenses for each leaf or combine them by collapsing the car leaf of the tree.

Account balances

Monex calculates three different account balances, which are displayed in the account tree view (depending on the active view).

• Current balance - is the sum of all transactions, excluding all future transactions.
• Confirmed balance - is the sum of all confirmed transactions.
• Total balance - is the sum of all transactions (only shown if activated by user).

Current account balance can be changed via menu: "Finances > Account > Change balance", or by editing the account properties.

Viewing account tree list

Each account can be collapsed and expanded (when having child accounts).
When collapsing an account the account balance is calculated including all child account transactions.

Expanded account view	Collapsed account view

Monex offers three different views on the account tree:

• Common - only the selected account shows the balance information and various menu options
• Report - all accounts show balance information
• Overview - only account names are shown

The view can be selected via menu: "View > Accounts > ..."
or simply by clicking on a tab on the bottom of the account tree view.

Organizing accounts tree

Accounts can be moved from one parent to another by editing the account information.

You can also change the list order or move an account with mouse drag and drop.
Drag and drop the account on the new parent account,
or change the account order by pressing the Ctrl button and dropping it on a sibling account.

Pressing Ctrl switches from rearrange order mode to move mode and back.
The form of the mouse cursor indicates the activated mode.

	<< Press Ctrl to switch modes >>
Moving an account to a new parent		Aranging account order