Settings

There are just a couple of application-wide settings you can change. To adjust settings for the app:

Finance Settings - Finance

Use a narrow window in statement mode.

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.

Show the accounts in tree form.

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

Show the budgets in tree form.

If this checkbox is ticked, then budgets whose names start with the same words will be grouped together in a tree format.

Alerts - Warning

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.

Date/Number - Date

This lets you control how dates and numbers are displayed.

First Day of the Week

Lets you select which day the week starts on.

Date Format

Lets you choose how dates are displayed (which order for day/month/year, as well as separator).

Local Day and Month names

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.

24 Hour Clock

Display all times in 24-hour time.

Currency

The currency symbol that appears before currency values.

Number Grouping

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".

Decimal Point

What symbol is used as a decimal point.

Use Default

This button sets the values on this form to match what is set for your computer.

File - DB

File Name

This just shows the full path to the database file that the system has opened.

Save File Automatically

This lets you choose whether you want to have the system save your changes automatically, or whether you want to choose when to save.

Snapshots to Retain

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:

Cloud - Cloud

Save to iCloud

Lets you save the finance data file to iCloud - This control is only available on iOS and OSX.   Refer to cloud for more information.

Select File (iCloud)

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.

Save to Cloud Share

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.

Select File (Cloud Share)

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.

Automatic Save

Saves automatically to iCloud or Cloud Share (see above).