Edit accounts
To add an Account
Click on the add button in the main window, then select "New Account…", or select File > New Account…
The "New Account" sheet shows up.
Enter a name for this account, and select its type. Then click on "Continue".
Enter an opening balance for this account.
This will create an initial transaction with this balance as an amount. This transaction's date will be set as today's date, you might want to change this date so the transaction remains the first transaction in you account's history.
Select a currency.
By default, your base currency is selected. If you select a foreign currency, Squirrel shows the initial exchange rate field. This rate will be applied to transactions to calculate their amount in your base currency. As you perform transfers between your accounts, each transaction's exchange rate may vary.
- If you are connected to the internet, the current exchange rate will be fetched online.
- You can click on the refresh button to fetch the exchange rate again.
- You can enter any exchange rate if you need to. Particularly, you may want this rate to match the rate at the date of the initial balance.
To edit an Existing Account
Select Squirrel > Preferences…
The preferences window shows up.
Select the "Accounts" tab.
Select any account in the left hand side list.
Alternatively, you can edit an account from the main window:
Select the account you wish to edit in the source list.
Click on the "Action" button, or right click on the selecting account, then select "Edit Account…".
You can perform the following changes:
- Edit the account's name and type.
- Change the account's currency. If you select a foreign currency, Squirrel will ask you for the initial exchange rate to apply to this account. The current exchange rate is automatically fetched from the internet, but you may want this rate to match the rate at the date of the initial balance.
- Add somes notes.
- Select a bank institution. Bank institutions are useful to specify the website for each account. You can share a same bank instution between checking and savings accounts for example.
- Hide the account from the source list. The account will be hidden in the main window, but you can show it again at any time by selecting this checkbox again.
To delete an Account
Select Squirrel > Preferences…
The preferences window shows up.
Select the "Accounts" tab.
Select the account you wish to delete in the left hand site list.
Click on the "Delete" button.
Alternatively, you can delete an account from the main window:
Select the account you wish to delete in the source list.
Click on the "Action" button, or right click on the selecting account, then select "Delete Account".