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...

	This bar is at the bottom of the screen and is composed of two elements:    The menu which gives a list of dates or parameters which alter the way in which the sum on the right is displayed. When a date is displayed the two small arrows can be used to change the date without having to open the calendar.    The sum is displayed based on the mode chosen from the list.
	The list has the following elements:    All shows the sum of all the transactions.    At worst shows the smallest balance possible in the account.    Today (the text is replaced by the date) shows the balance on that date (inclusive).    Cleared shows the sum of the cleared transactions.    Flagged shows the sum of the user-flagged transactions. this functions lets the user rapidly calculate without needing to get a calculator!    Clr./Flag. shows the sum of the cleared and/or flagged transactions.    Balance on (the text is replaced by the date calculated as a function of the parameter given in the submenu "Sum dates...") shows the balance on the date indicated (inclusive).    Balance on date + (the text is replaced by the date calculated as a function of the parameter given in the submenu "Sum dates...")) shows the balance on the date indicated (inclusive).    Dates... allows the user access the parameter set up "Balance on" et "Balance on date +" (see below).    This date... allows the user to choose a date directly from the calendar and to see the balance on this date (including the transactions on that date).
	Tapping on "Dates..." in the above mentioned list gives you the following window. The labels are self explanatory.
	When a date is displayed, the two small arrows allow to change the date without open the calendar box. In this case, a star appears on the right of the date to indicate that it has been modified. (see the example on left)

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:

1. Par The menu Flag / Search & flag...
2. Using the shortcut / H

	This screen allows to define your search criteria:    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.    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.    the payment mode, choose in the list.    a description (Desc.) or a part by using the characters * and ? to replace a part.    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.    a cheque number or a number slot,    a statement number, or those before or after this number. 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:    AND to be flagged, the transactions have to match ALL the search criteria.    OR to be flagged, the transactions have to match at least one criterion.    Not OR to be flagged, the transactions have to match NO (0) search criterion. All these informations are present in each transaction. (see the transaction properties).    Action allows to choose the action(s) to perform ("Flag" - "Unflag all then flag" - "Unflag") on the transactions found.    Search...
	Yes!!!! Ma Tirelire found several transactions that match your search and flagged them. Tap on See flagged... to obtain the following list.
	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.
	Bad luck , try again with new search criteria.
Note that you can export the results into the memopad.
	To do so, use the menu Misc/Export (this ligne is visible only from this scrren or the statistics one) or the shortcut / 9
	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.

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:

1. Via the account menu / Clearing...
2. Using the shortcut / L

	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.
	After tap on Next, in the previous screen Ma Tirelire lists the non cleared transactions. On the top line, we find:    on left the target balance,    on the middle the ( C ) button that allows to launch the automatic clearing,    on right, a list that allow to choose the transations display mode. The first line of the transactions list, brings together all the already cleared transactions. The bottom line contains:    on left an arrow that allow to valid or cancel the clearing,    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,    "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.    on the right the sum of all transactions corrected by the choice done with the Cleared/Left button. 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.
	This intermediate screen allows to:    choose the date until which the search must be done. By default, it is the date of the day.    define the transactions number on which the search must be done. The largest transactions number is 48. Tap on Clear to go to the screen below.
	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.

After automatic clearing, if you obtain:

	this screen, it's clear there is a problem with the listed transactions:    some are missing,    at least one amount is not correct.
	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.
	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.    Yes allows to confirm the transactions clearing and to go back to the transactions list.    No, back allows to come back to the clearing screen, it's a kind of cancellation.    Cancel all allows to comme back to the first clearing screen, without taking into account the clearing done in this screen. When the statement number management is enabled for this account, (see Account properties), a different screen ask for the statement number.

Purge cleared

The item Purge cleared... in the Account menu give you access to the following screen:

From this screen you will be able to delete in the account, the cleared transactions included between two dates to merge them:    in the account initial balance,    by payment mode (one transaction for each different payment mode),    by transaction type (one transaction for each different transaction type). 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. The repeated transactions and the ones that contain an alarm (see Transaction properties) can not be purged.

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:

1. Using the Account menu / View repeats...
2. Using the shortcut / R

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.

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:

1. Using the Misc menu / Short statistics...
2. Using the shortcut / 8

This screen allows you to choose the selection criteria. You have to choose:    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.    whether you want to take into account the valuable dates. 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.

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:

1. Using the Misc menu / Statistics...
2. Using the shortcut / S

	This screen allows you to choose the selection criteria. You have to choose:    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.    the slicing (2),    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.    the transactions (4) that have to be taken into account,    account(s) (5) to be searched,    and to finnish two little options (6). These 6 points are detailed below.
	(1) To choose the time interval on which the search will be done, you can:    manually define the beginning and the ending dates,    use the menu opposite by tapping the word "Between". 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.
	(2) By tapping on the field following By (see the picture opposite), you can choose the slicing (see above). This slicing can be done:    by transaction type    by payment mode    by time period (week, fortnight, month, and so on.)
	(3) If you chose a time period (see point 2) for slicing, you can refine the analysis by selecting:
	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.
	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.
	(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.
	(5) The popup menu On allow to list the database accounts. Check in the list the accounts you want to analyse.
	(6) This two options can be used to refine even more your search. Their functions are explicit.
Then you only have to tap on "View" to display the statistics following the criteria you just defined.

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).

	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    the left arrow allows to come back to the home statistics screen.    the middle part (All on the picture) allow to change the amount on its right (see the picture below.)    the amount on right is the sum of all listed time periods (as usual... )    the arrow on right allows to mask this line.
	On the picture opposite, the list of choice which allow to change the sum at the bottom of the screen (see above.)
	A long tap on a line allow to obtain the number of matched transactions and their account(s) name(s).
	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.

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

	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.
	A long tap on a type or sub-type allow to see the number of matched transactions and on which account(s).
	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.

2 - If you chose Refine by payment mode

	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.
	A long tap on a payment mode allow to see the number of matched transactions and on which account(s).
	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.

3 - If you chose View all

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.

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...

	Use the Misc/Export menu (this entry is visible only from this screen and from the flagged list one) or the shortcut / 9
	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.
	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.

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:

1. You creat a "Description" with your recurring parameters (the "Macro").
2. When you make a transaction you tap on "Desc :" and you list of descriptions will appear.
3. You select whichever description you need.
4. It's a miracle!!! Your default parameters are automatically entered in the transaction.

How to find the function:

1. Via the "Misc" menu / Descriptions...
2. Tap on "Desc" from the transaction entry screen and choose "Edit..." at the bottom of the pop-up menu.
3. Using the / D shortcut.

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...

Description / Macro properties

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    Only in allows you to confine the use of this macro/description to one or several accounts. It is possible to use -   the account full name, -   some wildcard characters.    /     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).    Go to account permits to launch the macro into a specific account. It is possible to use -   the beginning of an account name, ignoring case, -   some wildcard characters. In all cases, it is the first matching account that will be selected.    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.    Mode allows you to choose from the payment mode list (which you must predefine) (see Payment mode function).    Type allows you to add a category from the payment mode list (which you must predefine) (see Transaction type function).    Transfer to lets you set the parameters of a transfer between two accounts. It is possible to use -   the beginning of an account name, ignoring case, -   some wildcard characters.    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...    Tick Auto valid to create a macro that will automatically validate the transaction properties (basically saving you a tap on the "OK" button ).    The buttons are sufficiently self-explanatory.

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:

1. Via the "Misc" menu / Modes...
2. By clicking on the "Mode" field in a transaction and choosing "Edit" from the drop down menu.
3. Using the shortcut / M.

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...

Payment mode properties

Label nothing else to say about that!    Only in allows to confine to one or several precise accounts. It is possible to use: -   the account full name, -   or some wildcard characters.    Select when auto cheque number. val. date:    if date op. <= au ?? of month allows you to define the day of the month    val. date = ?? of current month (else chosen month +1) If this value is not assigned Ma Tirelire will use the defined day of the month + 1 day.    valuation date ?? days allows you to set the number of days that must be added to or subtracted from the effective transaction date. This is the valuable date that will be used for the transaction. The value 0 allows to reset the valuable date.    a list allows you to define if the validity date should be applied before or after the effective transaction date. I'm going to pass again on the button description...

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:

1. Via the "Misc" menu / Types...
2. By tapping on the "Type" field from a transaction and choosing "Edit" from the drop down menu.
3. Using the shortcut / T.

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!!!!    New under creates a sub-category

Transaction type properties

For all transactions lets you limit the transaction type to debit only or credit only.    Label oh, what more can I say...    Only in lets you limit the transaction type to a particular account. You can use: -   the account full name, -   or some wildcard characters.

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:

1. Via the "Misc" menu / Currencies...
2. By tapping on the currency name (behind the amount) on a transaction and selecting "Edit..." from the drop down menu.
3. By using the shortcut/ Y

	Reference currency: lets you define the default currency. The other currencies will be converted to the reference currency to calculate the account balances (for more than one currency), and to do that the exchange rate define in the currency's properties will be used.    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).    The New button... ideas anybody??? Have a look below for a clue.
There are three currency creation methods:
	You have time to kill: create your currencies one by one with the exchange rate corresponding to your reference currency.
	You are lazy (like me ): -   Go to : ma-tirelire.net/currencies. -   Download the file MaTi-ExternalCurrencies.pdb. -   Install this database file on your PDA (via hotsync). -   Once you return to the currency screen you tap on the small black symbol at top right. -   You then only have to choose which currency you want in the list and it will be automatically entered. You should check the exchange rate yourself though, because it could vary. On the http://ma-tirelire.net/currencies page, the date of the database creation is indicated.

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:

	the Ma Tirelire external currencies database
	the Currency4 currencies database.

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...

	Create a new transaction "Cash"
	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.
	Ma Tirelire did a conversion (GBP => Euros) thanks to the change rate present in Currencies.    The line "In account:" shows the amount in euros that will be displayed for the transaction (see below.)    The last line shows the change rate in use for the conversion. 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.
	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...

Changing the list view

Maybe you would like to personalise the list view in Ma Tirelire, so here is an example in colour.

	Here is the standard transaction list (before its transformation).
	Go to the Preferences menu (via the menu Misc or the shortcut "/ P").
	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.
	Select your colours for:    Repeats (The use of bold gives you an additional option)    Transfers (The use of bold gives you an additional option)    Credits    Debits The two small arrows let you reinitialise the field to its original colour (black).
	Tap on Save, sit back and admire the result.
	Surprise !!!!... The account list is also modified. Your new preferences are valid for all the accounts in that database.

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:

	* allows to match 0 or more characters
	? allows to match one and only one character
	| allows to associate several different sets
	! allows to exclude the parameters that follow it (always at the beginning of the line)

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:

1. ACC.007
2. ACCOUNT
3. account biz
4. Account private
5. Bankbook A
6. 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).

^* 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:

1. In the transaction description, you type a number between parenthesis. (4) for example
2. You enable the repeat feature in the transaction properties
3. 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:

1. In the transaction description, you type a month (or only the first three letters of it) between parenthesis. (January) for example.
2. You enable the repeat feature in the transaction properties
3. 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.

	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.
	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.
	For the next bank statement, select the second line (next statement number) and Ma Tirelire will keep it as current one.
	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.

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:

^* 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:

	%~Y (year): threshold = 30th june / 1st july (instead of end of year for %Y)
	%~m and %~M (month): threshold = 15 / 16 (instead of end of month for %m ou %M)
	%~d and %~D (day) : threshold = 12 / 13 heures (instead of midnight for %d ou %D)
	%~T (hour) : threshold = 30 / 31 minutes (instead of new hour for %T)

Some examples are better than a thousand words.

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	having their amount equals to -100.00 (debit)    having a description including "-100"
+100	having a description including "+100"    having their amount equals to 100.00 (credit)
100	having their amount equals to -100.00 (debit) or 100.00 (credit)    having their cheque number (if present) equals to 100    having their statement number (if present) equals à 100    having a description including "100"
>100	having their amount strictly greater than 100.00 (if credit) or lesser than -100.00 (if debit)    having their cheque number (if present) is strictly greater than 100    having their statement number (if present) is strictly greater than 100    having a description including ">100"
<100	having their amount strictly lesser than 100.00 (if credit) or greater than -100.00 (if debit)    having their cheque number (if present) is strictly lesser than 100    having their statement number (if present) is strictly lesser than 100    having a description including "<100"
>+100	having their amount strictly greater than 100.00 (credit)    having a description including ">+100"
>-100	having a debit amount (< 0) strictly greater than -100.00 (so up to 0)    having a description including ">-100"
<-100	having their amount strictly lesser à -100.00 (debit)    having a description including "<-100"
<+100	having a credit amount (> 0) strictly lesser than 100.00 (so from 0 to 99.99)    having a description including "<+100"

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:

	if a line is selected: -   the central button equals to a short tap on this line -   UP/DOWN move the selection up/down -   LEFT unselect the line -   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 -   on Treo option+UP/DOWN move the selection page-up/page-down -   the Space key equals to a long tap on this line.
	no line is selected: -   the central button select the first line -   UP/DOWN move page-up/page-down -   LEFT switch fullscreen mode on/off -   RIGHT pop up a main menu in transactions and accounts list screens -   on Treo option+UP/DOWN go to the begin/end of the list
	the Backspace key (useful on Treo) equals to a tap on the quit button (at the bottom left).

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.