Account Info Screen is where you set general settings for a particular Account. Only the account name is required. The rest of the fields are optional.
Account: This must be filled in when you create a new Account. This name is what is displayed on the Account List and Account Transaction screens.
Type: The type of the account. The options are Asset, Cash, Checking, Credit Card, Credit Line, Liability, Money Market, Online, Savings.
These types are based on the types specified in the Open Financial Exchange standard. If you are using QIF files to import/export data then Bank includes Checking, Credit Line, Money Market, and Savings. By default Bank = Checking.. The Online type doesn’t display a balance in the Account List screen, but will instead open to the website entered on the website line. So, I might have a PayPal account setup to launch the http://www.PayPal.com so I can access my online account from within PocketMoney, keeping all my accounts in one place. [*Please note: this is NOT online banking where you can download your statements or electronic banking from PocketMoney. You are actually logging into your account through a web browser just as if you were using Safari.]Icon: Tapping anywhere in the Icon cell will open the Icon Picker.
Expires, Account #, Institution, Phone, Notes: Optional fields for specific information on your accounts. The Notes field is a free form field that allows you to enter longer amounts of data about the account. You could put the bank address or the wire transfer information in Notes.
Website: If you set the type to Online, then this needs to be set to the url that you use to connect to the online banking at your institution. The website must start with "http://"
Fee: Not used in Desktop version, but you can set it here and it will be used if you sync to PocketMoney for iOS.
Limit: This holds the minimum balance if the Type of the account is Bank, Cash, or Asset, and holds the credit limit if it is a Credit Card or Liability account. Leave Limit blank if you do not want PocketMoney to highlight your account balances red if you exceed or fall below the limit for the account. Limit is also used to calculate the Available Balance.
Chk#: The next check number to use when +123 button is tapped on the Edit Transaction screen.
Currency: If Multiple Currencies is ON in the PocketMoney Preferences, then you can set a currency for individual accounts. Picking a currency from the Currency Picker will also update the Exchange Rate with the current exchange rate from the web.
Exchange Rate: The exchange rate per one unit of your home currency.