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Account List

The initial screen when the application is run will show your current list of accounts. You may track up to 16 accounts. The table lists the names of your accounts, the monthly budget total and how much of your monthly budget you have left to spend. A ® symbol will appear next to the names of accounts selected for resetting. Tapping to the left of an account name (over this symbol if it is there) will toggle its state.

Adding An Account

Create a new account by selecting the "New" button, selecting the "New Account" menu option or using the "N" command shortcut. This will popup a dialog where you can enter the name of the account and the amount you want to spend from this account each month. Selecting "OK" will remove the dialog and redisplay the account table with the new account added. Selecting "Cancel" will return you to the account list without creating an account. A new account is marked for resetting by default.

Adding Purchase Categories

By selecting any information on an account line, you will see the category table for that account listing each category, the total of the account's budget allocated to that category and the amount still available for that category.

By selecting the "New" button, the "New Category" menu option of the "N" command shortcut, you will see a popup asking for the name of the category and the portion of the unallocated budget to be made available to the category. Select "OK" to confirm and add to the list or "Cancel" to ignore the information.

Changing an Account's Details

By selecting the "Details" button, the "Account Details" menu item or using the "D" command shortcut, you will be able to edit the name of the account or the total monthly amount available for the account. You will also be able to delete the account and return to the account list.

Changing a Category's Details

By selecting a category name or the total for that category you will be able to change the name of the category or its total. You will also be able to delete the category from the list.

Spending Money

By selecting the amount of money left for a category, you will see a popup asking you to enter how much money you have spent on that category. Selecting "OK" will then subtract the amount from the amount left for the category (and for that account).

Selecting "Done" will then return you to the main account list screen.

Resetting Budget Amounts

At the end of each month (say, when you get paid) you can reset the amount left for each account (and each category in the accounts). This is done by selecting the "Reset Budgets" menu item or using the "R" command shortcut.

You will have the option of selecting to carry over any un-spent amounts to the next month if you like. By default, you will reset the totals of all accounts. If you select "Reset only marked" then only those accounts marked with a ® symbol in the Account List will be reset. Select "OK" to action the reset or "Cancel" to return to the Account List without resetting.

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