HELP - My Resources
- What are Resources?
- How can I add a new Resource?
- How can I edit my Resources?
- What is a Disabled Resource?
- How can I reinstate a Disabled Resource?
- How can I delete a Resource?
- How can I change the order of my listed Resources?
What are Resources?
Money comes in many forms and types, and it's up to you to decide how you store your personal finances. Resources are somewhat similar to labeled wallets that you use on a daily basis in order to pay for goods and services or put aside your monthly wage. Depending on its label, you determine which wallet is most suitable to spend money from or save your earnings into. To put this into simple terms, the Resources you have in your InEx account are equivalent to the sources of your money in real life, such as bank accounts, credit cards, cash, etc.
How can I add a new Resource?
Before you start managing your personal finances in your InEx account, you should first identify the sources of your money. If you want to add a new Resource, just go to the top menu and select Other->Resources->Add Resource at the top of the Resources page. Give your new Resource a Name, in the “Overdraft notification field” you can choose if you want to be alerted through a pop-up message whenever you add a Transaction that exceeds the available Resource balance, select a Background color, enter some Comments if you wish and finally click on Create button. The system will set the automatic status “Enabled” for all newly created Resources.
How can I edit my Resources?
To edit a Resource, access the Resources page and click on the Resource entry you want to change. After you make all necessary changes on the Edit Resource page, click on Update button to save your changes. Please note that all prior records stored in your InEx account under the edited Resource name will also be affected by your changes.
What is a Disabled Resource?
If you think you won't be needing a certain Resource for a while, you have the possibility to temporarily disable it. Just access the Resources page and click on the Resource entry you want disabled. On the Edit Resource page, select status Disabled and hit Update button. Please note that all prior records stored in your InEx account under the Disabled Resource name won't be affected.
How can I reinstate a Disabled Resource?
In order to reinstate a Disabled Resource, access Disabled Resources link on the Resources page and click on the Resource entry you want reinstated. On the Edit Resource page, select status Enabled and hit Update button. The Enabled Resource will automatically migrate to your active Resources list.
How can I delete a Resource?
If you decide you no longer need a Resource listed on your Resources page, just click on Delete icon corresponding to the entry you want deleted. The system will alert you to the number of related Transactions and Events that will irreversibly be deleted as well. You may click on the numbers to review them before proceeding to deletion. Finally press "Yes" button if you want to complete the Resource deletion procedure. We strongly recommend that you disable a Resource instead of deleting it, otherwise you will lose all the financial information linked to the deleted Resource. If it's still necessary to delete the Resource, then please back up your data first.
How can I change the order of my listed Resources?
You can change the order of your listed Resources using the Drag tool on the left side of each entry on the Resources page. The system will display your Resources in the same order while selecting a Resource from the drop-down lists.