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



 


Setup Custom Currencies

Custom Currencies can be used to extend the builtin list of locales found in your Pocket PC so you can display your account and transaction balances in formats that do not already exist.

See Also

Viewing Currencies
Creating New Currencies
Viewing Currency Details
Changing Currency Information
Deleting a Currency
Changing Your Currency View

 


Viewing Currencies

To view your custom currencies, select:

View > Custom Currencies...

from either your Accounts of Transactions List. From there you will be able to create, delete or change existing custom currencies or even see which custom currencies are active.

See Also

Setup Custom Currencies

 


Creating Currencies

To create a new currency, select:

View > Custom Currencies...

from either your Accounts or Transactions List and tap New on the menubar. Fill out all the criteria, give it a unique name and then select OK. That's it, Add as many custom currencies as you need.

See Also

Setup Custom Currencies

 


Viewing Currency Details

This view shows a summary of all the information related to a given custom currency. This includes all the criteria you specified.

To view the current information for an existing custom currency, do the following:

  1. Open up the Custom Currency List from either the Account or Transaction List's menubar by selecting:

    View > Custom Currencies...

  2. Tap and Hold on a custom currency in the list and select View Currency Details from the popup menu or simply tap on an item in the list if you setup your Preferences to view Currency details before editing.

  3. Click either

    • OK to return to the previous screen, or

    • Edit to edit the currency.

See Also

Setup Custom Currencies

 


Change Currency Information

You can update any piece of a custom currency at any time. Just open the Custom Currencies List, open the currency you want to change and edit its criteria. When you're done, click OK. If you want to edit another currency, just repeat the same steps.

When you're done with editing your custom currencies, close the Custom Currency List by clicking OK. If you accessed the Custom Currency List from an open register and an updated currency was active, the register will automatically be refreshed to reflect any changes to your currency.

See Also

Setup Custom Currencies

 


Deleting a Currency

To delete a currency, open the Custom Currencies List and Tap and Hold on the currency you want to delete. From the popup menu select Delete Currency.

If the currency is active for one or more accounts or transactions, you will not be able to delete it. Unfortunately, due to potentially large number of places the custom currency can be used, it's really up to the user to figure out where the currency was used if they want to delete it.

Please note that the footprint for one currency is very small, so don't worry about running out of space. Also remember that you can always edit the currency even though it's active, and all changes will immediately be replicated in all places the currency is in use,

See Also

Setup Custom Currencies

 


Changing Your Currencies View

The Custom Currencies list can be set up to show all currencies, just the inactive currencies or only the active currencies. To choose your desired view, open the Currencies list from either the Account or Transaction list's menubar by selecting:

View > Custom Currencies...

From the Custom Currencies List, select View from its menubar and choose your desired option.