Got the GiST Help

  1. Editing a cashbook
  2. Deleting a cashbook

Starting Up: Cashbook Maintenance: Editing a cashbook

To edit a cashbook, click on the little pencil icon on the right of the cashbook on the "My Cashbooks" page.

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You will then be taken to the "Edit Cashbook" page. Your cashbook information will be in the form on that page.

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You can simply edit the fields you want to change, and click the save button. The only mandatory field is the Name field.

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Click the "Save" button to save the data. If you don't want to save your changes, click the "Back" link or image.

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Congratulations! You have successfully edited a cashbook.

Starting Up: Cashbook Maintenance: Deleting a cashbook

To delete a cashbook, simply click on the cross icon on the right of the cashbook on the "My Cashbooks" page.

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A box will pop up asking you if you are sure if you want to delete the cashbook. The box may look different on your computer to the image below. The look and feel of the box is decided by your web browser. If you are sure you want to delete the cashbook (and all transactions, and imported transactions associated with it) then click the "OK" button. If you do not want to delete it, then click the "Cancel" button.

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If you clicked "OK", the cashbook will then be deleted.

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Congratulations! You have successfully deleted a cashbook.