MyAccountant user manual v 2.8.1


Table of contents

1. Adding new transactions
2. Deleting - editing transactions
3. Adding new categories
4. Deleting categories
5. Editing categories
6. Reports - graphs
7. Google charts
8. Backup
9. Restore
10. Import
11. Export
12. How to exit the application

MyAccountant is an application to track and manage your everyday expenses and incomes.

Adding new transactions


Adding new expenses and incomes is done through icon buttons shown in the first and second page.

Expenses Income
Picture 1. Picture 2.

Pushing a button in these pages a transaction dialog appears, where the user can type the amount of money spent or earned (required value), a short description (optional value) and select the date. The transaction dialog is shown below.

Transaction dialog
Picture 3.
 
 
After clicking the save button a security dialog pops up providing a last time oppportunity to cancel the transaction. By taping Ok the expenses or income transaction is being stored in the database. If Cancel is being taped the transaction is canceled and the application retrurns to the initial page. Below can be seen the question dialog.

Question dialog
Picture 4.

Deleting - editing transactions


The user may delete and edit transactions using the Tools page ( some useful statistics are also seen here ). The user must tap the history button as shown below :

Tools page - history button
Picture 5.

By taping the history button the history widget is shown where the user must firstly select the period for the transaction history asshown in  the picture below.

select period
Picture 6.

Then there are two choises , one go back to the Tools page by taping the Button named 'Close' or go to the history transaction page by taping the Button named 'Go'.

History widget
Picture 7.

In the history page the user may browse transactions and by taping a record the transaction details and the administrative buttons are visible as shown in the picture below.

Transction page
Picture 8.

In the transaction page shown in the above picture, the user may change transaction details ( category, date , amount  , description ) and apply changes by taping the Apply button.
Also the user may delete this transaction by taping the delete button ( a question dialog appears asking the user to tap Ok to accept and delete OR cancel to close and go back to the transaction history).
To close and go back to Tools page the user must tap ion the button named 'Close'.

Adding new categories


New expense categories area created by taping the Add category button in the bottom of the First and second page responsively. A dialog is shown where the user must type a unique prefered name for this category and a prefered icon save it by taping the Save button. In order to change the icon , the user must tap on the icon , and in the next icon viewer select an icon. Below is shown the add dialog and the icon viewer.

Add category
Picture 9.

Icon viewer
Picture 10.

Deleting categories


Deleting existing categories can be done by taping the Remove category button in the first and second page responsively. The selected category will be deleted by taping the Remove button ( a question dialog appears before where the user may tap Ok and delete the category or cancel and return to the previous page ). Below is shown the remove dialog.

Edit category
Picture 11.


If there are any transactions in this category a dialog appears informing that the user should firstly delete all transactions in this category and then delete the category.

Editing categories


Editing categories can be done by taping the Edit category button at the bottom of the first and second page. The user must select a category to edit ,  type a new name in the input frame and select an icon. In order to save the properties must tap the button named 'save'. Below is shown the edit dialog.

Edit category
Picture 12.

Reports - graphs


Reports and graph pies are available through the Tools page Graph icon button as can been seen in the below.

Query page
Picture 13.

In this page as seen in the picture above the user may browse transaction history by specifing a prefered period and also to browse transactions belonging in a certain category-ies ex. Entertainment. By taping the reports button a new page is shown where cummalative transaction amounts by category are listed as seen in the picture below.

Sum page
Picture 14.

Here the user is able to see some pie charts related to transaction cummalative amounts per category as shown in the picture below.

Pie chart
Picture 15.

Click close to close the pie chart view and return to the previous page.

Google charts


In order to use the google charts functionality the user just taps on the Button named Google charts in Tools page as shown in the picture below :

Tools page
Picture 16.

Current application version provides three different types of Google Charts :

 - Pie Chart
 - Bar Chart
 - Line Chart

A picture of the Chart Gallery follows :

Chart gallery
Picture 17.

In order to select an item from the Chart Gallery just tap on the item.
Creating a chart is a two step process. Firstly the user selects the period for which statistics data will be calculated , below is a picture from inside the application.

Step 1
Picture 18.

In order to select the period the user must tap on the period reel and select the desired period. After that the user either taps Back in order to go back on the Charts Gallery or taps the Forward button in order to procceed to step 2. In step 2 the user selects the categories for which statistics data will be calculated. Below follows a page showing the Category selection page.

Step 2
Picture 19.

In order to select All categories just tap on All button , to de-select all categories just tap on None and in order to select a single category tap uppon an item in the category list. After selecting the desired categories the user can either go back to step 1 or finish the chart creation process by tapping the Finish button. Below is shown an image of an example of a pie chart .

Pie chart
Picture 20.

Backup


The backup operation is done extremely simple by just tapping the Backup button on the Tools page (see Picture 12). When backup finished a dialog appears , informing the user that the operation finished successfully as shown in the picture below.

Backup dialog
Picture 21.

Restore

Restore means that by finishing of this process the application is restored to a certain state.
* Importance notice : All data will be restored to the restored state.
The restore process consists on a two step operation where in the beginning a backup database copy is selected as seen in the picture below.

Restorable items view
Picture 22.

In the next step the user may tap the "Restore" button and finish the restore process or tap Cancel to cancel the process and go back. After tapping the Restore button and if the process succeeds a dialog appears to inform the user that the restore process finished successfully as shown in the picture below. After the restore is finished a restart is needed so the application will close when the user taps on the button named 'Ok'.

Restore finished dialog
Picture 23.

Import

Import means that it is possible to load a valid database file into the application's repository. Import adds a new record to the restorable items. In order to import a new file the user must tap on the Button named 'Import' in the Tools page and then browse to the repository where the  database file is. Finally the user must select the file.  Tap on the dialog that pops up and that's it.

Export

Export means that it is possible to export the database file into the C:/data folder. The purpose is to port the exported file in an external backup device. In order to export and create the exported file ththe user must tap on the Button named 'Export in the Tools page and then wait for the information dialog to popup where must tap Ok. The exported file is always saved at C:/data with a name similar to mydb_export_*.xml .

Exit

In order to exit the application , must navigate to Tools page and tap the Exit button.

Help page

This page contains the help page.