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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).


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