February 2005
Q. How do I view the transactions
for an account?
A. In the Accounts View, highlight
the account that you want to see and press Enter (or Fire).
Q. In the Transactions View, what
do the totals C:, T:, R: mean?
A. C: stands for Current Balance
from all transactions in the account including future-dated ones.
T: stands for Today's Balance. R: stands for Reconciled Balance.
Q. How do I mark a transaction as
reconciled?
A. In the Transactions View, highlight
the transaction and press Enter (or Fire).
Q. Can I import data from, or export
data to, other personal finance programs?
A. Yes, if your device runs MIDP
Java 2.0 and is Bluetooth-enabled. Use the program JabpBT to send
or receive QIF files to/from your PC.
Q. I can't seem to run JabpLite on
my mobile phone?
A. Your phone might be limited to
running Java MIDlets of 64K in size. JabpLite is over 100K.
Q. How do I page up and page down
the display?
A. Left key goes up a page.
Right key goes down a page. If you have a touch-screen phone then
touch the header pane to go up one page and touch the footer pane to go
down one page.
Q. How does the JabpLite calculate
future balances?
A. JabpLite takes your current balance,
then adds or subtracts any future-dated transactions and standing orders
(sometimes known as scheduled transactions).
Q. What is a Regular Transaction
and how do I create one?
A. Regular Transactions are those
that you use regularly! Whenever you are entering a new transaction,
you can select the Save As Regular option. This will save the Description,
Amount, Reference and Category as a new Regular Transaction.
Q. I want to create a Regular Transaction,
and the amount can change each time. How do I handle that?
A. Leave the Amount field blank when you
use the Save As Regular option.
Q. I want to create a Regular Transaction,
and the amount is always the same. How do I handle that?
A. Fill in the Amount field when you use
the Save As Regular option. Additionally if the transaction happens
at regular intervals then consider setting it up as a Standing Order.
Q. I want to change the details of a Regular
Transaction?
A. In the Transaction View, select the
Regular Transaction. Make any changes you require and then use the
Save As Regular option. If the Description field is unchanged, the
existing Regular Transaction will be updated. If the Description
field has changed, then a new Regular Transaction will be created.
Q. Can I use multiple categories for a
single transaction?
A. Yes. These transactions
are sometimes known as 'Splits'. Select two or more categories for
the transaction. Once you select Create, you will be presented with
a further input screen where you can split the total transaction amount
between the categories.
Q. How do I remove old transactions without
deleting each one manually?
A. From the Accounts View, use Extra
Options > Purge.
Q. Can I use foreign currencies?
A. Yes. Set up a new currency
in the Currency View screen. You can then enter transactions in this
new currency and they will be converted to your home currency at the exchange
rate that you have specified. This will obviously be an approximation,
when you receive your account statement, you can edit the transaction to
be the correct amount.
Q. How do foreign currency accounts work?
A. All transactions you enter in
these accounts default to the currency of the account. Those transactions
are still stored in your home currency, you will see that happen when you
go back to the Transaction View. However the Account Totals at the
bottom of the screen are shown in the foreign currency so that you can
agree them to your account statement.
Q. In foreign currency accounts,
what are FX Adjustment transactions?
A. If you have foreign currency
accounts, or foreign currency investments, then these are re-valued each
time you update the exchange rate for that currency. The FX Adjustment
transactions are how the program re-values your accounts.
Q. What is the 'Re-use Forms' option
in Extra Options > Preferences?
A. By default this option is set
to No. Users of UIQ devices can speed up the display of new transaction
forms by setting this option to Yes. On some devices this will result
in the forms being partially scrolled on the screen instead of starting
at the top. If this happens, keep this option set to No.
Q. How do I enable Quick Start?
A. In Extra Options > Preferences set
Quick Start to Yes. With Quick Start selected, JabpLite starts in
'entry mode' so that you can quickly enter a New or Regular transaction.
The New option includes your account list and will default to the last-used
account. Although you can select from your Regular transaction list,
you cannot create, edit or delete a new Regular transaction in Quick Start
mode - you must go to the main program to do that. To go to the main
program, select Main. If you have set a password, you will be asked
to specify it now.