Pocket Finance

Contents Index

Chapters: Overview  To HPC  Using PF  To PC  More

Using Pocket Finance on your H/PC
 
In this chapter:
 Quick Pocket Finance
 Using Pocket Finance
 Starting Pocket Finance
 Adding transactions
 Editing transactions
 Using the detail view
 Deleting a transaction
 Adjusting the display
 Editing split transactions
 Creating new accounts
 Using the Calculator
 Closing Pocket Finance
 Keyboard shortcuts
 Transaction fields
 Troubleshooting

Using the detail view

The detail view shows the memo, category, and subcategory fields, in addition to the fields shown in the register. To use the detail view, follow these steps:

  1. Single-tap on the row you want to edit. (You cannot switch to the detail view if you double-tap to show the fields in the register.)
  2. Tap (Details) or press Alt + Enter.
  3. Modify the information in the fields. If the fields are gray, the transaction was transferred from your PC and you cannot edit it.
  4. Press the Enter key to save changes to a transaction.
  5. While you are using the detail view, you can:
    • Scroll the register behind the details. Select different rows to see their detail information.
    • Edit or delete transactions you added since you last transferred the account. Press Enter after editing each transaction.
    • Tap (New) to add a transaction and edit its details.
    • Drag the stylus to move the detail view.
  6. Tap (Details) again when you want to hide the details.

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