Change Default Reporting Period & More in Display Settings
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Description: Description: C:\Users\Lianmei\Desktop\EASYMONEY\1.6.4\account overview.png

 

 

 

 

You may customize and modify any default periods set by EasyMoneyTM when viewing or receiving TransactionsBill Reminders and Reports.

From the Account Overview Screen,

Press the menu button and Tap on Settings 

 

 

 

 

 

 

  

  

 

Select Display Settings

 

 

 

 

 

 


 

 

 

 

Select the periods you wish to view your Account Balance, Repeating Transactions, Bill Reminders, and the Default Report Period for Short Term and Long Terms Reports. 

 

 

 

 

 

 

 

 

For Account Balance Display

The Account Balance is shown in the Account Overview screen, the top of each Account screen and the Home Screen Widget.

Selecting 'Show Today's Balance' will show a Balance that is calculated based on all the transactions dated to the current date.

Selecting 'Include Future-Dated Transactions' will show a Balance that is calculated based on all transactions.

 

 

 

 

For Repeating Transactions,

The default setting is '0 Days'. Please note that recurring transactions will only be created on the Date of Transaction itself.

 

For Account Balance Display

The default setting is '30 Days'. The setting may be changed up to '90 Days' in increments of 30, i.e. 30, 60, 90.

 

Short Term Reports options include:

- Month to Date          - This Month          - Last Month

- Next Month              - Last 7 Days         - Last 30 Days

- Last 60 Days            - Last 90 Days       - Last 6 Months

- Year to Date            - Last Year            - All Past Transactions

- Post-Dated Transactions                       - All Time

 

Long Term Reports options include:

 - Year to Date           - Last 6 Months        - Last 12 Months

- Last Year               - 2009                     - 2008

- 2007                     - 2006

   

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