Screenshots
Overview screen
This is the startup screen of the application. It gives an overview of the current state of the accounts.
Tools menu
Agenda
An overview of the transaction templates. The purpose of the agenda is to enter information about recurring transactions. The information stored in the agenda are templates. The planning system will make instances of these templates and insert these in the planning.
Agenda entry
A transaction template being edited looks like this. The template editor consists of two parts. The upper box labeled "Info" contains general information about the template. The lower box labeled "Repititions" contains information about the cyclic nature of the template. Note that you can add multiple kinds of repititions to the same template.
Agenda repitition
Several repetitions can be added to a template, there are several different types. This is the weekly type. The template will generate transactions from the activation date on and it will take the week information into account as well. Possible values are: "every week", "every second/third/fourth/fifth week", "every last week". Furthermore, you have to specify the days in the selected week on which the transactions will be generated. You can select multiple days if you like.
Planning overview
The planning screen which is the core screen of the application looks like this.On top there is information about the last reconcilement: the date and the amount. Just below you can see the current planning horizon. The planning horizon indicates until which date the current running planning goes. Usually this is the end of the month or the beginning of next month, you can choose it however you like. Changing the horizon will also generate transactions from the templates in the agenda. The "estimated amount" associated with the planning horizon is calculated from the last reconcilement together with the transactions in the planning. Finally, the "days to" go indicates the number of days between the last reconcilement and the horizon. The "planned amount" indicates the sum of the amounts from the planned transactions until the horizon.
