Training Academy access in Mindflash ends 12/27/20.

This account is separate from your Therap User Account. Training materials are available on our support page. New and exciting training tools coming soon!Read More

Training Academy access in Mindflash ends 12/27/20.

This account is separate from your Therap User Account. Training materials are available on our support page. New and exciting training tools coming soon!

Personal Finance Transactions

In this course, you will learn how to track an individual’s transactions using Therap’s Personal Finance module. Therap’s Personal Finance module is designed to record an individual's transactions for any type of account (i.e. Cash on Hand, Personal Spending, Gift Cards, etc.) as well as attaching/scanning receipts. We will cover how to enter the transactions, search for them, and run a report on them.

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academy@therapservices.net
Modules in the Course:
Personal Finance Transactions