Entering Transactions

The transactions are the core of JXCirrus Finance... Once you have set up your accounts and budgets, the rest of the system just focuses on entering transactions...

What's In A Transaction

A transaction records 7 pieces of information:

All transactions have Description, Organisation, Date, Amount and Notes. Depending on the transaction type, the last 2 fields will change...

The 4 Transaction Types

There are 4 different types of transactions:

The Transaction Form

To enter a transaction, just press one of the icons on the toolbar:

The application will then open the Transaction form:

Exporting Transactions

If you want to do some more work with your transactions, you can export them to a spreadsheet such as Excel.   To export the transactions, go to the main JXCirrus Finance window, use the File menu, then Export Transactions.   The system will ask you for a name and location to save the file.  The file that it saves will be in Comma Separated Values (CSV) form...  This can be opened by most spreadsheets, such as Microsoft Excel.   This function is not available on iOS.

A couple of things to note:

Reminders

You can have JXCirrus Finance give you a reminder to actually pay a future transaction.

When you are editing the transaction, if you set the date in the future, you can press the Mark button and the app will show a reminder if you open the app on or after that time.

Press the Complete button next to the date, or in the transaction view to mark the transaction as paid.

An Example

Here is an example of how transactions are used:

Lets imagine we have 2 accounts (Bank Account, Cash) and 2 budgets (Salary, Food). We are starting with an empty JXCirrus Finance, and we are going to earn some money, withdraw it, and use it to buy a coffee.

Here is how things look at the start:


Account Balance
Bank Account $0.00
Cash $0.00

Budget Balance
Food $0.00
Salary $0.00

Now, JXCirrus pays you $100 for some reason (maybe you work for the company).


Description Salary
Organisation JXCirrus
Date 18-Jan-2013
Amount 100
To Account Bank Account
To Budget Salary

Here is how things will look...


Account Balance
Bank Account $100.00
Cash $0.00

Budget Balance
Food $0.00
Salary $100.00

Now, you withdraw money from an ATM...


Description Withdrawel
Organisation ATM on Walker St
Date 19-Jan-2013
Amount 60
From Account Bank Account
To Account Cash

Here is how things will look....


Account Balance
Bank Account $40.00
Cash $60.00

Budget Balance
Food $0.00
Salary $100.00

And you buy yourself a coffee...


Description Coffee
Organisation Hole in the Wall
Date 19-Jan-2013
Amount 2
From Account Cash
From Budget Food

Here is how things will look...


Account Balance
Bank Account $40.00
Cash $58.00

Budget Balance
Food -$2.00
Salary $100.00

So... Using transactions, you can keep track of everything...