Add/Edit Accounts

The account add/edit page displays all the account options. These are structured in a logical manner for easy use:

• Textfield for account name
• Category selector
• Multiline textfield for account description
• Account settings drawer
• Transactions settings drawer

Account name

• Name max length is 50 characters
• If auto complete is active, on each keypress a popup will be shown with available suggestions

Category

• Currently only 4 account categories are available. Checking Savings Credit Card Other

Description

• Description will be truncated to a max 300 chars.
• Due to limitations of the palm multiline textfield widget, multiline textfield can't have a limit set ,, so you won't see when you reach the 300 chars limit, but the description will be truncated to this size

Account settings

• Display - account visibility: shown or hidden
• Default account - if set, at application launch, it will enter this account by default
• Freeze account - if set, it will prevent any transactions to be added/deleted/collected within this account.
  Note : Modifications within the account can be done through a linked transaction from the linked account, if this is not frozen also, and from the Import Data wizzard.
• Pin lock - if set, PIN will be requested before an account edit scene, or a transactions list scene.

Transactions settings - , Current account's transactions setting

• Sorting - default sort mode when accounts transactions list are loaded. Sorting can be changed from the transactions list scene
• Show running balance - if set, it will show account's balance afters each transaction, under the transaction amount
• Default operation - select the default operation for a newly added transaction
• Add check number field - if set, transaction add/edit scene will have a check number field
• Add transaction category field - if set, transaction add/edit scene will have a category selector

Accounts List

The accounts page lists all your accounts. If set in Preferences, hidden accounts will be shown in gray.

By default it will be displayed the account balance available today, but this can be changed from the balance selector situated below the header.
Note: Balance selector becomes visible when at least one account is shown in the list

The list can be sorted by name or by category using the sort mode selector situated in the left part of the header

Deleting accounts

• Deleting an account will also delete it's inner transactions.
• Deleting an account that contains linked transactions (transfer transactions) will also delete transactions from the linked account.

Deleting an account needs your confirmation. A dialog will be shown that will explain any of the above mentioned situations and ask you if you are sure of the deletion.
If you want to delete an account just swipe the item left or right.

Note: At the moment, it is possible to delete PIN protected accounts, so if you forget the account's PIN you won't be stuck with the account.
Deletion is also possible with frozen accounts. Frozen setting only applies to account inners operation.

Add/Edit Budgets

The budget add/edit page displays all the budget options.
These are structured in a logical manner for easy use:

• Textfield for budget name
• Textfield for budget limit
• Budget limit type (sign) so income budget and also expense budgets can be added
• Budget category selector
• Budget start date picker, if budget has a start date
• Budget stop date picker, if budget has a stop date

Budgets List

The budgets page lists all your budgets.

By default it will be displayed the budgets for the current month span.

The list can be sorted by name, category or limit using the sort mode selector situated in the left part of the header

Header contains a span selector that can also change current budgets period, but this is recommended to be done using the command menu arrows.

A total progress bar it is shown in the header that summarizes all the budgets added. Also, a total value for the listed budgets is shown

A spy glass is available in each budget item, that will display the transactions that make that budget.

A budget can be deleted by swiping the item left or right.

Add/Edit Categories

The category add/edit page displays all the category options. These are structured in a logical manner for easy use:

• Category parent selector
• Textfield for category name
• Category color for chart purpose.

Categories List

The categories page lists all your transaction categories.

From this scene, you can add a new category by clicking the + button or edit an existing category by just clicking it

A category can be deleted by swiping the item left or right.

Charts

The charts page will show a chart for a given period, showing transaction amounts grouped by category.

By default it will be displayed the budgets for the current month span, and the chart will be a pie chart.

Header contains a span selector that can also change current chart period, but this is recommended to be done by left/right swiping the chart. Also, a total value for the given period is shown in the header.

There are two types of charts: pie chart and bar chart that can be selected using the command menu icons

Pie charts

• Each category is illustrated by a pie slice
• Clicking a slice will pull it out and it will show it's details (category, amount and percentage
• Categories with negative amounts will be shown in absolute value

Bar charts

• Each category is illustrated by a bar
• Clicking a bar will show it's details (category, amount and percentage
• Categories with negative amounts will be shown under the X-axi but it's value is fixed ant not scaled.

Note : Categories shown in graph can also be selected from the category selector above the chart.

Import Data

To import data into Budget, you must have a spreadsheet file on Google Documents. You may use an existing file by uploading it to Google Document or you may create a new spreadsheet directly on Google Documents.

The contents of the spreadsheet must be organized as such:

• First row has the columns/fields names.
• The next rows are separate transactions.

The first row must have the following column or a dialog for field mapping will be shown:

• accountName
• transactionName
• transactionAmount

Optional columns are:

• transactionDate
• transactionCategory
• transactionCollected
• transactionDescription
• transactionID - for update purposes

Note: Date and Amount fields will be considered to be according to your regional settings.
Category field can be only child category or parent and child category separated by ':'.

Importing clients from Google Docs will update your existing transaction if in the given account is found a transaction with that id.

Signing in
If you previously saved a username and password for your google account, the fields will already be completed. If not, you can enter your details now.
If you want to save the entered username and password, check the save login information checkbox. If this is not checked, default account won't be overwritten so you can temporary sign in other accounts to import data.
If auto login is checked, next time you enter an import or export wizard, it will auto login into the default account.

Selecting spreadsheets
After signing in, you will se a list of available spreadsheets in that account. You can select them one by one or use to header selector menu.
When you're done click the bottom right buttom to import.

Mapping Fields
If one or more spreadsheets you selected don't have the structure described above, a field mapping wizard will appear.
By default, this will try to match your spreadsheet columns to application fields. Please check the matche if they exist and do the changes needed.
It doesn't matter if there are fields left that can't be matched, but it will be best if you match all your fields in order not to lose data.
Also, there must not be spreadsheet column assigned to the same application field. You will be warned if so and will need to make the changes.

Export Data

In order to export your accounts and transactions into the program you must have a valid Google Documents account.

You can export each of your accounts to a different spreadsheet, and if needed import them back in the application using the Import Data wizard.

Each selected account will be exported as a different Google Spreadsheet and the export time and date will be appended to the filename.

Signing in
If you previously saved a username and password for your google account, the fields will already be completed. If not, you can enter your details now.
If you want to save the entered username and password, check the save login information checkbox. If this is not checked, default account won't be overwritten so you can temporary sign in other accounts to import data.
If auto login is checked, next time you enter an import or export wizard, it will auto login into the default account.

Selecting accounts
After signing in, you will se a list of available accounts as seen in the application. You can select them one by one or use to header selector menu.
When you're done click the bottom right buttom to import.
Note : If you have hidden accounts these won't be shown unless you set 'Show hidden accounts' to true in Preferences.)

PIN Protection

This scene will appear when you try to access or edit a PIN protected account.

PIN can be entered using the on board numeric key or the phone keys

If PIN is correct you will procede to account edit scene or transactions list, else a warning will be shown

Note : PIN protection can be removed from the account edit scene, under the Account setting drawer.

IMPORTANT : If you forgot your account PIN there is now way to reset it. The only thing you can do is delete the account. So choose carefully your account PIN)

Preferences

This scene will contain all user preferences.

Here you can set :

• Your username
• General Preferences
• Google Account settings

General Preferences

• Default account - if set, at application launch, it will enter this account by default
• Account sorting - default account sorting mode
• Backswipe save - if set, a backswipe event will save any opened item (account/transaction/budget/category). Also on scene will be present a cancel button. If not set backswipe event will do a cancel, and on scene will be present a save button.
• Use auto complete - if set, a popup with suggestions will be displayed in editing scene on item name textfield.
• Show hidden accounts - if set, you will be able to see hidden accounts in accounts list. These will be displayed with gray color.
• Show transaction date - if set, each transaction in transactions list will have displayed it's date

Google Account

• Username - your google docs username
• Password - your google docs password
• Auto login - if set, on import and export wizzards you will be automatically logged in.

Add/Edit Transactions

The transaction add/edit page displays all the budget options. These are structured in a logical manner for easy use:

• Textfield for transaction name
• Textfield for transaction amount
• Transaction amount type: income, expense, transfer. Transfer also have sign selector.
• Transfer to account selector, if transfer type chosen.
• Transaction category selector
• Date selector - will display a dialog.
• Collected checkbox - check this if you collected the transaction amount.
• Repeat options - will enter repeat settings scene, to setup how to repeat the current transaction.
• Description multiline textfield - will be truncated to a max 300 chars.

Transactions List

The transaction repeat page displays all the transaction repeat options.

There are two main options for repeatint transactions:

• Repeat Frequency
• Repeat Limit

Repeat frequency has these options:

• No Repeat - transaction will not be repeated
• Daily - daily repeat
• Weekdays - weekdays selectable repeat
• Monthly - monthly repeat on the transaction day each month
• Yearly - yearly repeat on the transaction day and month each year

Repeat limit has these options:

• Forever - will repeat your transaction forever. See Note below
• Appearences - will repeat your transaction a number of times
• Until Date - will repeat your transaction until some date

Note : The transactions page lists all account's transactions

By default it will be displayed the account balance set up in the accounts list scene, but this can be changed from the balance selector situated below the header.
Note : Balance selector becomes visible when at least one transaction is shown in the list

The list can be sorted by date, name, category, amount, status or check number using the sort mode selector situated in the left part of the header

Clicking a transaction will enter edit mode. Clicking the checkbox will set the transaction collected or not.

If you want to delete a transaction just swipe the item left or right.

Adding or editing, collecting and deleting transactions isn't possible with frozen accounts transactions.

Transaction Search

The transactions search page lists all budgets's transactions

The list can be sorted by date, name, amount, status or check number using the sort mode selector situated in the left part of the header

List items represent transactions that form the clicked budget in the given date span.