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



 


Modifying Picker Lists

PocketMoney provides customizable lists of information to help fill out transactions. You can set up these lists before you enter any transactions by choosing:

View > Picker Lists ...

from the PocketMoney menu bar while viewing the Accounts or Transactions list. You may also modify a specific list while entering any given transaction. Open the picker that you want to update and find Edit List... at the bottom of the list. Select it and the Picker List dialog will load to the appropriate tab.

Each list is grouped by a tab. Use the New menu item at the bottom to add a new item, Tap and Hold to edit or delete an existing one. Any sorting will maintain the the currently selected item, and scroll it into view if need be.

 


Searching Picker lists

While a picker list is visible, you can use the keyboard to type the initial letter of an item in your picklist, and PocketMoney will skip to items beginning with that letter. Also, while editing the lists, you can use the #ab buttons at the top to jump to various locations in the list, or type in the edit box at the top right to narrow down your search.