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Functions
A large number of functions are accessable via the various Ma Tirelire
screens, so to simplfy the documentation we have decided to pull
them all together in one big chapter rather than repeat
ourselves.
Sum type
The principle of this function is to allow the user to obtain an
account balance based on a date or a specific parameter...
Flagging
Flagging one or more transactions not only allows the user to
highlight them, but it also take advantage of
the sum type
function.
To (un)flag an operation the user should tap on the pennies/cents
part of the amount of the transaction to be (un)flagged. A small,
black, triangle will appear if the transaction is flagged
(see transaction
states).
The menu Flag gives access to
actions associated to this flagging function.
The first line of the
transactions list
match the initial balance of the account. This
"transaction" is always cleared and can not be un-cleared. In this
particular case, a tap everywhere on the amount will flag or unflag
this "transaction".
You can use the checkbox on the right of the account name in
the account
properties box too.
Auto-clearing
You want to find and/or flag a special transaction? Ma Tirelire will
help you thanks to this function.
How you can access this function:
- Par The menu Flag /
Search & flag...
- Using the shortcut / H
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This screen allows to define your search criteria:
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define the time interval on which the search
operates. If the right checkbox is checked, valuable dates (when
present) are used instead of the transaction date.
When the box between the two dates is selected, the
two dates are bound. In this case, when you modify a date, the
other is modified too to keep the time interval the same.
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the transaction type,
choose in the list.
When the checkbox at the end of the line is checked
and the selected type contains one or several sub-types, then all
these "children" will be included in the search criteria.
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the payment mode,
choose in the list.
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a description (Desc.)
or a part by using the
characters *
and ? to replace a
part.
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an amount
(Amt) included between two values or equal, lesser or
greater than a value.
Tap on the arrow after
Amt to choose the rule
wanted.
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a cheque number or a number slot,
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a statement number, or those before or after this number.
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The check boxes allow to take into account the
corresponding search criterion.
The line Criteria linked
by allow to parameter more precisely your multi-criteria
searchs.
3 values are allowed:
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AND to be
flagged, the transactions have to match ALL the search criteria.
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OR to be
flagged, the transactions have to match at least one criterion.
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Not OR to be
flagged, the transactions have to match NO (0) search criterion.
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All these informations are present in each
transaction. (see
the transaction
properties).
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Action
allows to choose the action(s) to perform ("Flag" - "Unflag all
then flag" - "Unflag") on the transactions found.
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Search...
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Yes!!!!
Ma Tirelire found several transactions that match your search and
flagged them.
Tap on See
flagged... to obtain the following list.
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In this list you can see all the transaction flagged by your
search but the manually flagged ones too.
In this screen, if the amount of a transaction is
selected, it is because the transaction is flagged. It is the case
of all the transactions when entering this screen. The small
triangle at the amount bottom left tells that the transaction is
cleared.
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Bad luck , try again with new search criteria.
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Note that you can export the results into the memopad.
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To do so, use the menu
Misc/Export
(this ligne is visible only from this scrren or the statistics
one) or the shortcut
/ 9
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Choose the name of the coming memo, (here "My Stats") and it's OK.
Palm memos are limited to 4 KB during the
synchro. To avoid this problem, Ma Tirelire export its data in several
memos. But you can choose to not split, to do so check the
box Don't split large
export.
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Clearing
This function lets the user precisely compare the transactions in
Ma Tirelire to those present on the bank statement.
Setting one or more transactions to cleared allows the user to take
advantage of the sum type
function.
The account balance before transactions are entered
(the first line in the list) is always marked as cleared.
After the user has cleared the Ma Tirelire transactions based on their
bank statement, the balance of your favourite programme should be
the same as that on your statement. If not then start looking for
the error...
The pre-clearing
function will be a big help in solving your money related
puzzles.
To (un)clear a transaction you just need to tap on the transaction
sum (outside the penny/cent zone). The sum then appears in reverse
colours
(see transaction
states).
Aid to clearing and automatic clearing
To help you to evaluate the situation on your bank statement,
Ma Tirelire provides you an aid to clearing screen which embed an
automatic clearing feature .
This function allows you to determine, based on the balance shown
on the bank statement, the total sum of transactions required to
achieve it. It's an inverted search!!!...
It is a very useful function if you know the account balance but
not the detail of the associated transactions. For instance, that
could be case if you get the account balance from an ATM.
How to get to this function:
- Via the account menu /
Clearing...
- Using the shortcut / L
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This first screen ask you the target balance. The amount you
know and you have to reach by clearing the transactions.
The initial amount is the already cleared
transactions sum.
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After tap on Next, in the previous screen Ma Tirelire lists the non
cleared transactions.
On the top line, we find:
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on left the target balance,
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on the middle the (
C ) button that allows to launch the automatic clearing,
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on right, a list that allow to choose the transations
display mode.
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The first line of the transactions list, brings
together all the already cleared transactions.
The bottom line contains:
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on left an arrow that allow to valid or cancel the
clearing,
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on the middle
a (+/-)
button to add a transaction to the list and a button (Cleared or
Left) which affect the sum on the right,
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"Cleared" allows to display the sum of all
transactions cleared in this screen, whereas "Left" allows to
display the difference between the sum of all transactions cleared
in this screen and the target balance.
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on the right the sum of all transactions corrected by the
choice done with the Cleared/Left button.
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In this screen, you can manually clear the transactions to
obtain the target balance by tapping on the amounts of each
line.
To gain time efficiently, tap on the
( C ) button at the
top of the screen and see the result below.
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This intermediate screen allows to:
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choose the date until which the search must be done.
By default, it is the date of the day.
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define the transactions number on which the search must
be done.
The largest transactions number
is 48.
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Tap on Clear
to go to the screen below.
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Ma Tirelire computed and cleared the transactions who permit to
reach the target balance.
You can of course correct an error by manually unclearing and
clearing again some transactions.
When two transactions have the same amount, Ma Tirelire
will clear the oldest one first.
The ( C ) button
changed in ( +
) to tell that the automatic clearing just found a
solution. If this solution does not match your mind, you can tap
on ( + ) to continue the search.
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After automatic clearing, if you obtain:
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this screen, it's clear there is a problem with the listed
transactions:
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some are missing,
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at least one amount is not correct.
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this screen, you have to help Ma Tirelire a little by manually
clearing some transactions.
Because if the number of non cleared transactions is greater
than 48, the computation will be to long and to complex for a
little pig.
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To quit this clearing screen, you have to tap the arrow at the
bottom left of the screen.
When some transactions were cleared on this screen, Ma Tirelire ask
you what to do with them.
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Yes
allows to confirm the transactions clearing and to go back to the
transactions
list.
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No, back
allows to come back to the clearing screen, it's a kind of
cancellation.
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Cancel all
allows to comme back to the first clearing screen, without taking
into account the clearing done in this screen.
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When the statement number management is enabled for
this account,
(see Account
properties), a different screen ask for the statement
number.
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Purge cleared
The item Purge
cleared... in
the Account menu give you
access to the following screen:
Repeats list
To manage your repeated transactions in a trice, Ma Tirelire provides
you a specific screen to do it.
This feature displays only the transactions for which you defined a
repeat (see Transaction
properties).
How you can access this function:
- Using the Account menu /
View repeats...
- Using the shortcut /
R
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From this screen you can access to the transactions details and
know the sum of your recurrent expenses.
The first line brings together all non repeated transactions.
By default, the amount at the bottom right is the
sum of all listed transactions, included the future ones.
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Short statistics
If you want to evaluate the situation on your account, Ma Tirelire
allows you to have a quick situation: the "short statistics".
How you can access this function:
- Using the Misc menu /
Short statistics...
- Using the shortcut /
8
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This screen allows you to choose the selection criteria.
You have to choose:
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the time interval on which you want to analyze your
account,
When the box between the two dates is selected, the
two dates are bound. In this case, when you modify a date, the
other is modified too to keep the time interval the same.
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whether you want to take into account the valuable dates.
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And you see in realtime, your account status.
If you tap on the "Statistics" button, you will open
the Statistics
screen, of course...
When you switch from short statistics to statistics
screen, all criteria are kept and when you will quit statistics,
you will come back to this screen.
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Statistics
If you want to follow and analyze your expenses, Ma Tirelire will help
you thanks to its statistics module.
To better appreciate statistics, you have to fill some transactions
and to use some payment modes
and transaction types.
How you can access this function:
- Using the Misc menu /
Statistics...
- Using the shortcut / S
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This screen allows you to choose the selection criteria.
You have to choose:
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the time interval (1) on which you
want to analyze your accounts,
When the box between the two dates is selected, the
two dates are bound. In this case, when you modify a date, the
other is modified too to keep the time interval the same.
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the slicing (2),
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the slicing options (3) (when you choose a
time period),
When the checkbox at the right of the "Type" line is
checked and the selected type contains one or several sub-types,
then all these "children" will be included in the search
criteria.
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the transactions (4) that have to be taken
into account,
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account(s) (5) to be searched,
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and to finnish two little options (6).
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These 6 points are detailed below.
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(1) To choose the time interval on which the search will be
done, you can:
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manually define the beginning and the ending dates,
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use the menu opposite by tapping the word "Between".
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This last option is probably the quickest for standard periods,
as they are already defined
The last line (Previous stats...) allows to access
to the list of your 14 last searchs and appears only after a first
search is made in this accounts database.
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(2) By tapping on the field
following By (see the
picture opposite), you can choose the slicing (see above).
This slicing can be done:
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(3) If you chose a time period (see point 2) for slicing, you
can refine the analysis by selecting:
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the transaction types
that you usually use. Tap on the area following
Type: to list all your
types (see picture opposite).
The first line "Any" allows to not use this option.
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the used payment
modes. As for transaction types (above), tap on the area
following Mode: to
list all your modes.
The first line "Any" allows to not use this option.
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(4) By taping on the area
following Sur, you
access to a list that allow you to filter the transactions to be
taken into account.
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(5) The popup menu On
allow to list the database accounts. Check in the list the
accounts you want to analyse.
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(6) This two options can be used to refine even more your
search. Their functions are explicit.
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Then you only have to tap on "View" to display the statistics
following the criteria you just defined.
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As the number of possible settings is large, we choose to present
only one results example. (one of the most frequent ones, of course
)
So here is, above, the results for a time period of analysis (1)
of one year (2005), with a slicing (2) by month, with any types and
modes (3), on (4) all transactions of "Current" account (5), using
the valuation date and skipping null amounts (6).
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On this screen, you find at the top right the chosen slicing
(2) and on left the search time interval (1).
Each list line is a time period (2) (so a month in our example)
with its total amount.
On the bottom line
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the left arrow allows to come back to the home
statistics screen.
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the middle part
(All on the picture)
allow to change the amount on its right (see the picture below.)
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the amount on right is the sum of all listed time periods
(as usual... )
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the arrow on right allows to mask this line.
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On the picture opposite, the list of choice which allow to
change the sum at the bottom of the screen (see above.)
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A long tap on a line allow to obtain the number of matched
transactions and their account(s) name(s).
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A short tap on a line open a contextual menu opposite. It
allows to display the informations for the selected time period
sorted by Type or
by Mode or even
all the matched transactions
(View all).
See below the 3 results that you can obtain.
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In all screens below, you will find at the top the
slicing and the search time interval, and at the bottom the arrow
button to go to the previous screen, the small menu that acts on
the sum, the sum of all lines and the arrow to mask this last
line.
1 - If you chose Refine by transaction type
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Ma Tirelire brings together the transactions by
their transaction type (and their
sub-types) used during the time period.
At end of line, the sum of all transactions for this
type or sub-type.
Tap on the little crosses in front of transaction
types to display sub-types. No cross, no sub-types! .
When a type is folded, its amount is the sum of all
its sub-types amounts plus itself.
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A long tap on a type or sub-type allow to see the number of
matched transactions and on which account(s).
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A short tap on a type or sub-type allow to display the list of
matched transactions.
When displaying a type contents, you will not
see the sub-types transactions.
Then, you can view the transaction details by doing a long tap
on it or by editing
its properties via a short tap.
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2 - If you chose Refine by
payment mode
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Ma Tirelire brings together the transactions by
their payment mode used during the
time period.
At end of line, the sum of all transactions for this payment
mode.
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A long tap on a payment mode allow to see the number of matched
transactions and on which account(s).
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A short tap on a payment mode allow to display the list of
matched transactions.
Then, you can view the transaction details by doing a long tap
on it or by editing
its properties via a short tap.
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3 - If you chose View
all
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In this last case, you will see the complete list of matched
transactions for this time period.
As usual, you can view the transaction details by doing a long tap
on it or by editing
its properties via a short tap.
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It's great to have statistics, but it's better to be able to
exploit them.
To do so, Ma Tirelire provide you a memopad export feature...
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Use the Misc/Export
menu (this entry is visible only from this screen and from the
flagged list one) or the shortcut
/ 9
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Choose the name of the coming memo, (here "My Stats") et le tour
est joué.
Les mémos du Palm sont limités à 4 Ko durant la
synchronisation. Pour parer à ce problème, Ma Tirelire exporte ses
données dans plusieurs mémos. Cependant, vous pouvez choisir de
ne pas faire usage de ce découpage, pour ce faire, cochez la
case Ne pas couper si trop
grand.
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Le nom du fichier dans le mémo sera "MT2 - Mes Stats - 1/1".
Ci-contre un exemple d'exportation réalisée à partir de la vue
(1) Affiner par type
d'opération.
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Descriptions and Macros
In Ma Tirelire it is possible to gain time by predefining descriptions
of transactions that you frequently come across (pay, supermarkets,
taxes...).
A recurring transaction often has similar characteristics each time
you want to record it (same mode of payment, same type, same
account).
To facilitate and speed up your inputs you can associate a
"Description" to a "Macro" which will automatically enter those
recurring transaction parameters.
How it works:
- You creat a "Description" with your recurring parameters (the
"Macro").
- When you make a transaction you tap on "Desc :" and you list of
descriptions will appear.
- You select whichever description you need.
- It's a miracle!!! Your default parameters are automatically
entered in the transaction.
How to find the function:
- Via the "Misc" menu /
Descriptions...
- Tap on "Desc" from the transaction entry screen and choose
"Edit..." at the bottom of the pop-up menu.
- Using the / D
shortcut.
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The arrows on the right let you move the description entry up
and down the list.
The button with the list icon lets to access the selected
entry's properties. (see below)
On the right hand side of the list information
about the associated macro command is given.
Guess what the New
button does...
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Description / Macro properties
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The two first lines let you enter a name (or the
description) for the transaction.
In the case of long descriptions only the beginning
will appear in the list.
If the description finishes with a space, when the
macro is executed the cursor will be positioned at the end of the
description field, rather than in the amount field
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Only in
allows you to confine the use of this macro/description to one or
several accounts.
It is possible to use
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/
lets you associate a shortcut (letter) to launch the macro.
It is therefore possible to execute transaction
properties from the
transaction properties.
Two macros may be assigned the same shortcut, in which
case, when the shortcut is used, a menu will allows you to choose
from the list of macros associated with that shortcut (up to a
maximum of 12).
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Go to account
permits to launch the macro into a specific account.
It is possible to use
In all cases, it is the first matching account that will be
selected.
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Amount +
sign allows you to define the sign that the transaction
should take (= means don't automatically set the sign) and/or to
enter a defined amount.
If the amount in the macro begins with a "0", on macro
execution the cursor will be positionned in the amount field but
on the left.
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Mode allows
you to choose from the payment mode list (which you must
predefine) (see Payment
mode function).
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Type allows
you to add a category from the payment mode list (which you must
predefine)
(see Transaction type
function).
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Transfer to
lets you set the parameters of a transfer between two
accounts.
It is possible to use
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Activating Auto. cheque
# will automatically fill the "#" field
in the transaction
properties.
For that Ma Tirelire uses the information saved under the "Cheque books"
tab of the account
properties to calculate the correct cheque number to be
displayed. And yes, Ma Tirelire does increase the cheque numbers one by
one...
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Tick Auto
valid to create a macro that will automatically validate
the transaction properties (basically saving you a tap on the "OK"
button ).
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The buttons
are sufficiently self-explanatory.
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Payment Modes
Since your payment modes remain the same (Debit/Credit card,
Cheque, direct debit, credit transfer, ...), to gain time you can
predefine a list (the "Modes").
You can even define some parameters of your payment methods, such
as the valuable date.
How you can access this function:
- Via the "Misc" menu / Modes...
- By clicking on the "Mode" field in a transaction and choosing
"Edit" from the drop down menu.
- Using the shortcut / M.
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The arrows on the right of the screen allow you to move an
entry up and down the list.
The button with the list icon allows you to access the
properties of an entry (see below).
On the right hand part of the list information
about the mode properties is shown.
New button... no
commentary...
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Payment mode properties
Operation Type
If you want to know how your budget is repartitioned (Car, food,
...) then the "Types" are for you.
You can create a list of purchase catagories ("type") to allow you
to divide up and record your purchasing habits.
How to find this function:
- Via the "Misc" menu /
Types...
- By tapping on the "Type" field from a transaction and choosing
"Edit" from the drop down menu.
- Using the shortcut / T.
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The arrows on the right of the screen allow you to move an
entry up and down the list.
The button with the list icon allows you to access the
properties of an entry (see below).
Hey, look! Something new on the buttons!!!!
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New under
creates a sub-category
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Transaction type properties
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For all
transactions lets you limit the transaction type
to debit only
or credit only.
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Label oh,
what more can I say...
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Only in lets
you limit the transaction type to a particular account.
You can use:
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Currencies
You might need to do you shopping with another currency, for
various reasons (travel, Internet shopping, ...).
To let you keep up to date with your accounts under all conditions,
it is possible to define various currency exchange rates and
associate them with your accounts or transactions.
To determine the account balances these currencies will be
converted at the exchange rate entered.
Fro an example of use, go to
the Currencies
use chapter.
How to find the function:
- Via the "Misc" menu / Currencies...
- By tapping on the currency name (behind the amount) on a
transaction and selecting "Edit..." from the drop down menu.
- By using the shortcut/ Y
A last solution is to use the english
freeware Currency4
Indeed Ma Tirelire is fully compatible with the currencies database
of Currency4.
In addition, this software provides you a conduit to update the
currencies database during each hotsync.
As you can see, Ma Tirelire can use two sources to update the change
rates of its own currencies:
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the Ma Tirelire external currencies database
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the Currency4
currencies database.
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Note
that Currency4
provides 146 currencies and Ma Tirelire only 97.
You can install only one of these databases or both. In the latter
case, if a currency exists in the both databases, Ma Tirelire will choose
the most recent.
Great, is'nt it?
Utilisation des devises
You are in London for a week-end, and you have to buy your return
ticket in pounds.
Problem, the currency of your account is the euro one!
Ma Tirelire will help you to easily solve this problem...
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Create a new transaction "Cash"
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Enter an amount and choose the currency, here 150 pounds (GBP)
To define currencies, go to the previous
chapter Currencies
It is the most important step!!!...
Tap on the ? surrounded with a dashed line and see the result
on the picture below.
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Ma Tirelire did a conversion (GBP => Euros) thanks to the change
rate present
in Currencies.
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The line "In account:" shows the amount in euros
that will be displayed for the transaction (see below.)
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The last line shows the change rate in use for the
conversion.
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When you will receive your bank statement, you will
only modify the amount in euros (here 218,87) to make this
transaction in phase with your bank. One tap on the dashed square
will show you the final change rates including taxes.
Note that Ma Tirelire only stores pounds and euros amounts in its
database. The change rates are only computed when displayed.
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Here is the result in the transactions list, the amount is
displayed in euros.
It is compatible with the other transactions amounts.
No problem at all...
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Changing the list view
Maybe you would like to personalise the list view in Ma Tirelire, so
here is an example in colour.
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Here is the standard transaction list (before its
transformation).
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Go to
the Preferences menu
(via the menu Misc or the
shortcut "/ P").
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When you tap on the field
Used font in lists:
(here it is Palm OS --
9), the list shown opposite will appear and then all you
have to do is make your choice.
To help you choose the font appearance is shown in a frame at
the bottom of the scren.
This example has been made with the freeware
FontBucket.
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Select your colours for:
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Repeats (The use of bold gives you an additional option)
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Transfers (The use of bold gives you an additional option)
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Credits
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Debits
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The two small arrows let you reinitialise the field
to its original colour (black).
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Tap on Save, sit
back and admire the result.
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Surprise !!!!...
The account list is also modified.
Your new preferences are valid for all the accounts
in that database.
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Wildcard characters
To provide more possibilities, Ma Tirelire handle the following special
characters: * ? ! |
These special characters are only handled in
fields Only
in, Transfer to
et In account
(see Description /
Macro
properties, Payment
mode properties
et Transaction type
properties chapters).
What character and why:
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* allows to
match 0 or more characters
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? allows to
match one and only one character
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| allows to
associate several different sets
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! allows to
exclude the parameters that follow it (always at the beginning of the line)
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Below, you can see some examples to better understand the use of
these characters.
For these examples, we have defined the 6 following accounts in a
database:
- ACC.007
- ACCOUNT
- account biz
- Account private
- Bankbook A
- Bankbook B
For
In account and
Transfer to fields, only
one account can be defined. If your text can match several accounts,
Ma Tirelire will use the first match (alphabetic order).
Your text in the field |
The result according to the field content |
Only in
(several accounts possible)
|
In account ou
Transfer to
(only one possible account)
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ACC.007 |
ACC.007 |
ACC.007 |
acc.007 |
- no match - |
ACC.007* |
AC |
- no match - |
ACC.007* |
ac |
- no match - |
ACC.007* |
acco |
- no match - |
ACCOUNT* |
Acco |
- no match - |
ACCOUNT* |
acc* |
account biz |
account biz |
Acco* |
Account private |
Account private |
?cco* |
Account private account biz |
account biz |
Bankbook ? |
Bankbook A Bankbook B |
Bankbook A |
Bankbook * |
Bankbook A Bankbook B |
Bankbook A |
*book* |
Bankbook A Bankbook B |
Bankbook A |
A* |
ACC.007 ACCOUNT Account private |
ACC.007 |
ACC*|B* |
ACC.007 ACCOUNT Bankbook A Bankbook B |
ACC.007 |
!A* |
account biz Bankbook A Bankbook B |
account biz |
!A*|a* |
Bankbook A Bankbook B |
Bankbook A |
!?c*|?C* |
Bankbook A Bankbook B |
Bankbook A |
!A*|a*|B* |
- no match - |
- no match - |
* Ma Tirelire 1 compatibility mode. In this mode, without
wildcard, the match ignore case and is anchored to the beginning of
each account name
These examples are not thorough, so now try yourself...
Number repeats
To keep the control over all your repeated transactions, you can set
a number in the
transaction description that will be raised by one for each repeat,
or even set the
month.
How to easily and automatically number the repeated
transactions:
- In the transaction description, you type a number between
parenthesis. (4) for example
- You enable the repeat feature
in the transaction
properties
- In the description of next automatically created transactions,
the number will be raised by one. In our example, we will have (5),
then (6), and so on...
For convenience, if you want to repeat a transaction 6
times, you can set (1/6) in the first one instead of (1). Ma Tirelire
will change the second into (2/6), and so on until the end of the
repeat. Note that Ma Tirelire take no account of the characters
following '/'.
How to indicate the month for monthly repeated transactions:
- In the transaction description, you type a month (or only the
first three letters of it) between parenthesis. (January) for
example.
- You enable the repeat feature
in the transaction
properties
- In the description of next automatically created transactions,
the month will be changed to the next one. In our example, we will
have (February), then (March), and so on...
This feature is case sensitive, if you insert (JULY),
the next will be (AUGUST). Same for (july) and (august).
It is possible to use the three first letter of the
month (Jan), (Feb), (Mar), etc. But after (May) we will always
have (June), as Ma Tirelire can not know if it has to abbreviate June
to Jun or not.
Great isn't it???!!!!...
Manage statement numbers
When you clear you bank
statements, you can associate each transaction to the statement
number on which it appears.
To begin, you have to
enable Statement #
management line
in the account
properties.
The bank statement clearing is well handled in
the clearing screen, but if you want you
can clear direcly from the transactions list screen.
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The first time
you clear a transaction,
a contextual menu ask you the statement number.
In our example the typed statement number is 12300.
The chosen number appears in the
field Statemt
in the transaction
properties.
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If you clear a second
transaction, Ma Tirelire will propose you the last (and here just)
typed statement number (first line), the next one (current + 1)
and the possibility to add a different one.
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For the next bank statement, select the second line (next
statement number) and Ma Tirelire will keep it as current one.
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If you want to unclear the transaction, Ma Tirelire will propose you
to cancel its statement number.
You can manually erase the statement number in
the transaction
properties.
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Dynamic description
To provide you always more features, Ma Tirelire allows to make
descriptions / macros dynamic.
To use the dynamic descriptions / macros, to have to add the
following table values in the two first lines
of the Description /
Macro properties, they will be automatically replaced by a date,
an hour, or other...
In the following table, the examples are based on a
macro launch on January 5, 2005
16:30, in an account
named Main account, in a
database named My
accounts.
The field "Transfer to" of the macro is set
to Bankbook
account.
Value in the macro |
Result in the transaction description |
Result in our example |
%D |
Date, short format |
05/1/5* |
%T |
Hour |
16:30 |
%d |
Day |
5 |
%m |
Month number |
1 |
%M |
Month full name |
Janvier |
%Y |
Year |
2005 |
%A |
Name of currently opened account |
Main account |
%B |
Name of currently opened database |
My accounts |
%x |
Name of macro transfer account |
Bankbook |
%X |
Name of currently opened account -> Name of macro transfer account |
Main account -> Bankbook |
%V |
Clipboard content |
My text |
%% |
Insert a % |
% |
* Date format is the same as the one you choose in the
system preferences.
You can mix all these values together to make a magical
description, see below:
- Macro description example:
- Transfer on %d %M %Y from account %A to account %x
- After macro launch:
- Transfer on 5 Janvier 2005 from account Main account to account
Bankbook.
To go far, you can use advanced functions like these:
Value in the macro |
Result in the transaction description |
Result in our example |
%M |
Current month name |
January |
%-2M |
Month name -2 months |
November |
%+2M |
Month name +2 months |
March |
%-M %-1M |
Month name -1 month |
December |
%+M %+1M |
Month name +1 month |
February |
%-2D |
Day date -2 days |
05/1/15* |
%+6T |
Current time +6 hours |
22:30 |
%Y |
Current year |
2005 |
* Date format is the same as the one you choose in the
system preferences.
Here are some other examples of use:
- Transfer from a Bankbook account to the currently opened one:
- Bankbook -> %A
(with Transfer to: "bank")
- Account interests on bankbook. They are given in january for
the previous year:
- %-Y interests
- Month salary paid at the end of the month:
- Salary %M
- Month salary paid on 30th or 31th, so transaction always
entered the next month:
- Salary %-M
To close this topic, here is the round feature that can be used
with the ~ character.
In fact, the ~ allows to shift the change value threshold:
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%~Y (year):
threshold = 30th june / 1st july (instead of end of year for %Y)
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%~m
and %~M (month): threshold = 15
/ 16 (instead of end of month for %m ou %M)
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%~d
and %~D (day) : threshold = 12
/ 13 heures (instead of midnight for %d ou %D)
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%~T (hour) :
threshold = 30 / 31 minutes (instead of new hour for %T)
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Some examples are better than a thousand words.
September 16, 2008 16:45 |
Value in the macro |
Result in our example |
%Y |
2008 |
%M |
September |
%d |
16 |
%T |
16:45 |
%+Y |
2009 |
%+M |
October |
%+d |
17 |
%+T |
17:45 |
%-Y |
2007 |
%-M |
August |
%-d |
15 |
%-T |
15:45 |
%+2Y |
2010 |
... |
... |
|
|
June 14, 2008 10:10 |
Value in the macro |
Result in our example |
%~Y |
2008 |
%~M |
June |
%~d |
14 |
%~T |
10:10 |
%+~Y |
2009 |
%+~M |
July |
%+~d |
15 |
%+~T |
11:10 |
%-~Y |
2007 |
%-~M |
May |
%-~d |
13 |
%-~T |
9:10 |
%+2~Y |
2010 |
... |
... |
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|
July 18, 2008 13:40 |
Value in the macro |
Result in our example |
%~Y |
2009 |
%~M |
August |
%~d |
19 |
%~T |
14:40 |
%+~Y |
2010 |
%+~M |
September |
%+~d |
20 |
%+~T |
15:40 |
%-~Y |
2008 |
%-~M |
July |
%-~d |
18 |
%-~T |
13:40 |
%+2~Y |
2011 |
... |
... |
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A mix of all these elements opens many possibilities, so it's up to
you
Search for a transaction
To find a specific transactoin, you can (must) use the search
module included in PalmOS.
The search work
on description, amount, cheque
number and statement
number, but also
on initial sold (strict
equality), the number
or note of an
account.
To fully understand the search possibility, the table below show
you many results for a statement:
Search string |
Transactions found are the ones... |
-100 |
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having their amount equals to -100.00 (debit)
|
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having a description including "-100"
|
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+100 |
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having a description including "+100"
|
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having their amount equals to 100.00 (credit)
|
|
100 |
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having their amount equals to -100.00 (debit) or
100.00 (credit)
|
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having their cheque number (if present) equals to 100
|
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having their statement number (if present) equals à 100
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having a description including "100"
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>100 |
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having their amount strictly greater than 100.00 (if
credit) or lesser than -100.00 (if debit)
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having their cheque number (if present) is strictly
greater than 100
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having their statement number (if present) is strictly
greater than 100
|
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having a description including ">100"
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<100 |
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having their amount strictly lesser than 100.00 (if
credit) or greater than -100.00 (if debit)
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having their cheque number (if present) is strictly
lesser than 100
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having their statement number (if present) is strictly
lesser than 100
|
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having a description including "<100"
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>+100 |
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having their amount strictly greater than 100.00 (credit)
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having a description including ">+100"
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|
>-100 |
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having a debit amount (< 0) strictly greater than
-100.00 (so up to 0)
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having a description including ">-100"
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<-100 |
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having their amount strictly lesser à -100.00 (debit)
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having a description including "<-100"
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<+100 |
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having a credit amount (> 0) strictly lesser than
100.00 (so from 0 to 99.99)
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having a description including "<+100"
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Keys use
If your PALM has
a Navigator keypad (PDA with
PalmOS 5), it is possible to use it to do some interesting things.
In list screens:
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if a line is selected:
- |
the central
button equals to a short tap on this line
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- |
UP/DOWN
move the selection up/down
|
- |
LEFT
unselect the line
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- |
RIGHT select
the amount in the clearing, flagged, statistics results and accounts
list screens, equals to a short tap on this line in the repeats
screen and pop up a contextual menu in the transactions list screen
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- |
on
Treo option+UP/DOWN
move the selection page-up/page-down
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- |
the Space key
equals to a long tap on this line.
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no line is selected:
- |
the central
button select the first line
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- |
UP/DOWN
move page-up/page-down
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- |
LEFT switch
fullscreen mode on/off
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- |
RIGHT pop up a
main menu in transactions and accounts list screens
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- |
on
Treo option+UP/DOWN go to
the begin/end of the list
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the Backspace key
(useful on Treo) equals to a tap on the quit button (at the bottom
left).
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In all screens including some numeric editable fields (transaction
amount for example,
the Space key select all
field content (useful on Treo). It allow to quickly delete or copy
its content.
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