Totals
The totals screen initially only shows the totals of
classes that had transactions in the current month. In order to see
subtotals you have to touch an item in the list.
Each total is
shown with the amount and a graphical bar. If a yearly or monthly
budget was defined, it will be
shown as a rectangle around the bar
(if the current period is a year or a month), so you can easily check
if the budget is open, filled or overrun. Items with budgets are
always shown, even if they have no transactions in the currently
selected period.
With the
buttons < and > you may navigate from month to
month or year
to year, or you may select a month
and/or year or all years by pressing
the month/year buttons.
With the following menu options
or
context menu options (by
long-pressing on an item) you may see more
details and graphical charts or you may send reports by email.
Show/Hide Categories
If you select Show Categories,
then all the category totals will be shown, even when navigating the
period. With Hide
you make them disappear. Touching a class or category will show or
hide its subtotals, but just for the currently selected period, not
after navigating the period.
Show/Hide Subcategories
If you select Show Subcategories,
then all the subcategory totals will be shown, even when navigating the
periods. With Hide you make
them disappear.
Send Details
An
email is prepared with a detailed report of the transactions in the
currently selected period (month, year or all years). In your
automatically opened email client you just have to select the email
address and press the Send
button.
Send Totals
An email is prepared with the currently displayed totals. In your
automatically opened email client you just have to select the email
address and press the Send
button.
View Transactions
All the transactions making up the total will be shown in a list.
View Budgets
The
budgets of the class, category or subcategory selected will be shown
in a list and can be edited by selecting them in the list.
View Monthly Charts
The
monthly history of the class, category or subcategory selected will be
shown in a graphical bar chart, starting with the currently selected
month. You may shift the months shown by touching on the screen and
moving left or right.
View Yearly Chart
The yearly history of the
class, category or subcategory selected will be shown in a graphical
bar chart, starting with the currently selected year.
View Category Chart
The
categories of the class selected or the subcategories of the category
selected will be shown in a graphical chart with the totals of the
currently selected month, year or all years.
Edit Class / Category / Subcategory
You
may edit the class, category or subcategory selected and change its
name or merge it with another existing class, category or subcategory.
Delete Class / Category / Subcategory
You may delete the class, category or subcategory selected. All its
transactions will be deleted also (after confirmation).