PocketMoney® Help

Concepts

About PocketMoney
Synchronizing PocketMoney
Using Multiple Currencies
Repeating Transactions
Filters
Total Worth

How to

Purchase PocketMoney
Upgrade from Version 1.x
Tap and Hold
Cut/Copy and Paste
Navigate With a Keyboard

Setup Preferences
Setup Filters
Setup Picker Lists
Setup Custom Currencies

Manage Accounts
Reconcile Accounts

Manage Transactions
Rollup Transactions

PocketMoney Reports

Customizing the "Today" Plugin


 

Change Your Preferences

To open Preferences, tap

Tools > Preferences

on either the menubar for the Accounts or Transactions List. Three tabs will appear grouping all Preferences. Select from one of the three links below to learn more about each set of Preferences:

 

General Preferences

List settings

  • Separator - Change this character if you want to change how you separate the Transaction List items. This defaults to '/' on installation.

Password settings

  • Password - By adding a password, you can deter others from accessing to your private financial data. By adjusting the After value, you can control how long before the password is activated due to lack of use. Several choices are provided.

Currency settings

  • Use Multiple Currencies - Check this option if you want use multiple currencies and exchange rates in your finances. If you chose to use this option, an extra tab will appear when filling out account information and an additional control with a World Globe will appear when you add or update a transaction for any given account.

  • View Currency Details Before Edit - Check this option if want to see the details about any given currency before editing it. If you leave this unchecked, you can still see its details by Tapping and Holding on any given currency in the list and selecting the View Currency Details option from the popup menu.

See Also

Using Multiple Currencies
Change Your Preferences

 

Account Preferences

Account settings

  • View Account Details Before Register

    - Check this option if you want see your Account Details View each time you go into your transaction list. If you leave this unchecked, you can still see your Account's Details by Tapping and Holding on any given account.

See Also

Change Your Preferences

 

Transaction Preferences

Transaction settings

  • Auto Add Categories and Payees - Check this option if you want PocketMoney to automatically add the descriptions of categories and payees to their corresponding pick lists if they do not exist already. They are only added when you save a new or edited transaction.

  • View Transaction Details Before Edit - Check this option if you want see your Transaction Details View when you tap on any given transaction. If you leave this unchecked, you will go immediately into editing the selected transaction. You can still see a Transaction's Details by Tapping and Holding on any given transaction.

  • View Register With Two Lines - Check this option if you want to see each transaction with two lines instead of one. By using two lines, abbreviations will be reduced and you be able to see more fields at once.

  • List Transactions In Ascending Order -

    Check this if you to change how your register is sorted.

Split settings

  • View Split Details Before Edit - Check this option if you want see your Split Details View when you tap on any given split. If you leave this unchecked, you will go immediately into editing the selected split. You can still see a Split's Details by Tapping and Holding on any given split.

Filter settings

  • View Filter Details Before Edit - Check this option if you want see your Filter Details View when you tap on any given filter. If you leave this unchecked, you will go immediately into editing the selected filter. You can still see a Filter's Details by Tapping and Holding on any given filter.