The Settings Tab

Before adding bank accounts, properties, or tenants to the program, it's a good idea to review all default settings under the Settings tab. This is how you are going to personalize your experience in the program so ensure they are set to your preferences.

The most critical Settings to review in detail are Accounting & Program Defaults. Notice that next to each setting is a blue question mark (?) help icon, and if you hover your mouse over the question mark, it will explain the setting in more detail.

 Be sure to check out the Advanced Settings in Program Defaults:

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