There are just a couple of application-wide settings you can change. To adjust settings for the app:
If this is ticked, then when you go into statement mode (on the
desktop), the main window will automatically narrow down to a
minimal width. This allows you to put JXCirrus Finance
and a PDF bank statement side by side on the screen.
NOTE: This setting is only available in the premium edition of
JXCirrus Finance.
If this checkbox is ticked, then accounts whose names start with
the same words will be grouped together in a tree format.
For example:
Cash Mine |
$20.00 |
Cash Partner |
$50.00 |
Would be shown as
Cash |
$70.00 |
Mine |
$20.00 |
Partner |
$50.00 |
If this checkbox is ticked, then budgets whose names start with
the same words will be grouped together in a tree format.
The alerts that the JXCirrus Finance app will show are:
This table shows all of the different things that the system will
alert you about:
Alert |
What it means |
Estimated Transaction |
This is shown when an estimated transaction
reaches the transaction date. |
Account Limit |
An account has gone below its limit value. |
Account Warning |
An account has gone below its warning value. |
Budget Limit |
A budget as gone over its limit for the
reporting interval. |
Budget Warning |
A budget is likely to go over its limit for
the reporting period. |
The options for how the alerts are shown are.
Response |
Meaning |
Show an alert dialog. |
This will pop up a dialog that will try and
grab focus off whatever else you are doing. NOTE:
This won't happen if you are currently using this
program. It will only happen if you are using
another application on your desktop. |
Pop up a warning message. |
This will pop up a balloon message near the
system tray. On MacOS, it will also put a
message in the notification centre. On iOS, it
will show a popup notification. |
Set the badge icon number. |
(MacOS and iOS only) The badge icon will show
the number of problems. |
Show in the notification list. |
A warning will be shown in the warnings list
on the main application screen. |
Don't show a warning. |
None of the above will happen. However,
there are a couple of things (listed below) that always
happen. |
On MacOS and iOS, the next notification (for overdue tasks or appointments) will show even if the app is closed. NOTE: Due to restrictions on the notification centre, only the first notification will appear - In other words, when you get a notification, it is best to start up the app.
This lets you control how dates and numbers are displayed.
Lets you select which day the week starts on.
Lets you choose how dates are displayed (which order for
day/month/year, as well as separator).
Lets you display week day and month day names in the local system
language.
NOTE: This feature is slightly experimental, and hasn't
been tested for all languages. If you find the app
cannot understand dates you type in, then switch this off.
Display all times in 24-hour time.
The currency symbol that appears before currency values.
When numbers are greater than 1000, then split the digits into
groups of 3. For example, if this is ',', then "1010"
will be shown as "1,010". If this is '.', then "1010"
will be shown as "1.010".
What symbol is used as a decimal point.
This button sets the values on this form to match what is set for
your computer.
This just shows the full path to the database file that the system has opened.
This lets you choose whether you want to have the system save
your changes automatically, or whether you want to choose when to
save.
If you happen to be very nervous about losing any data because
you software or your computer crashes (badly) a lot, then you can
get JXCirrus Finance to keep the last few sessions worth of data
as backups. These backup files will be stored in the app temporary
files location, but will have the extension ".bk0", ".bk1", ".bk2"
etc. "bk0" will be the most recent file. Rest assured,
JXCirrus is (so far) very good at not losing your data. If your
computer has the power disconnected most of the way through
several days of typing in everything you have eaten, the system should
remember just about everything you entered - When it starts up
next time, it will restore your partly saved session. Not saying
that things could never go wrong, especially if you have a flaky
computer, in which case, by all means, turn on the backups.
There are two buttons here:
Lets you save the finance data file to iCloud - This control is
only available on iOS and OSX. Refer to cloud for more information.
Lets you select a different data file from you iCloud data
store. You can use this function if you have several
data files that you use, and all of them are saved to iCloud.
Lets you save the finance data file to a cloud share - This is
only available on Windows, Mac and Linux. Refer to cloud for more information.
Lets you select a different data file from your cloud
share. You can use this function if you have several
data files that you synchronise using your cloud share.