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

Editing split transactions

The transaction register shows a symbol to the right of the Description column for transactions that have splits.

Splits assign a portion of the transaction amount to different categories. To use splits, follow these steps:

  1. Single-tap on the row to which you want to create or edit splits. (You cannot switch to the split view if you double-tap to show the fields in the register.)
  2. Tap (Splits) or press Alt + S.
  3. The split view shows the description and amount above the column headings.
  4. Tap (New) to add a split row or double-tap an existing split row.
  5. Type split information in the fields.
  6. Press the Enter key to save changes to each row.
  7. Make sure the total in the last split row is the same as the transaction total shown above the column headings.
  8. Tap (Splits) again or press Alt + S to hide the splits. If the total of the split rows and the transaction do not match, Pocket Finance will ask how you want to fix the problem.

    Warning: It is important that you fix this problem before transferring data back to your PC. Choose to Accept it and fix it later only if you are sure you will remember to fix it later.

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