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Account Tracker user interface tips

August 14, 2012

One of the challenges of designing such a powerful mobile app is getting the balance right between helping new users and not cluttering up the limited space with help buttons and text. I have chosen to keep the UI as clean as possible, however there are a few “more subtle” areas that need some explanation, hence these tips.

On the main Accounts screen, tap the total at the top to change the balances shown (between today’s, available, minimum and reconciled). You can also use the right arrow to step through these options.

When you select Edit, you will see three horizontal bars to the right of each row. Touch, hold and drag these to change the order of your accounts. This technique can also be used to move accounts between groups.

While editing, you can enable three transaction views at the bottom. All/recurring transactions shows all transactions up to today, Scheduled shows all transactions from today to the end of next month, and Reminders shows all transactions with the reminder switch set.

Whenever you see the blue arrows/buttons, tapping them does something different than tapping the rows themselves. On the main Accounts screen they let you change an account’s settings, on an individual account screen they let you copy or move transactions quickly, and on the Budgets screen they let you set, change or delete budgets.

On the individual account screen, the left arrow scrolls to the top of the list, the balance itself scrolls to make the most recent transaction visible and the right arrow scrolls to the end of the list. Tapping the right arrow again will add a month at a time, right out to 2 years into the future.

To manually reconcile (i.e. tick off) transactions, turn on Reconcile by Transaction in the settings, then tap the tick button. Your reconciled balance will be shown as you do this.

On the Budgets and Reports screens, you can change the period (e.g. to daily, weekly, biweekly/fortnightly, yearly or even custom dates). Simply tap on the date(s) at the top of the screen. Use the arrows to step through each period (or to set custom dates).

The Reports screen includes 7 separate reports, and to switch between them simply scroll or swipe left and right. The small dots at the bottom tell you where you are.

When viewing the pie charts, only the top categories/details are shown due to space limitations. To view all categories/details, tap on the List button at the top right. To return to the charts, tap on the Charts button (again, top right).

Finally use the Help button on the Settings screen to view the user guide, and also to link to my support pages. If in doubt, please get in touch for help!

Hopefully you will find these useful.

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  1. January 10, 2013 at 5:59 pm
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