Mjrz.net Personal Finance Manager User Interface

Mjrz.net Personal Finance Manager has an interactive user interface described in the following sections:

Menu bar

The following table lists the menu bar options.

Name

Description

File

The File menu has the following options:

  • New, account and transaction: To create accounts and record transactions.
  • Manage accounts: To change the account settings.
  • Import OFX/QFX: To import Quicken or Money files in OFX format.
  • Print: To print the currently displayed graph or report.
  • Save report: To save the currently displayed report.
  • Exit: To quit the application.

Edit

The Edit menu has the following options:

  • New filter: To create filters for transactions, based on the account, date or amount.
  • Filters: To select and apply one from the list of filters.
  • Find: To search within transactions.
  • Select all: To select all transactions.
  • Cancel transactions: To cancel all trasactions.

Graphs

The Edit menu has the following options:

  • Assets: To display, in the form of a pie chart, the sum of all your cash accounts.
  • Liabilities: To display, in the form of a pie chart, the sum of all your liability accounts.
  • Net worth: To display graphically your net worth in the last 10 days, 10 weeks or 10 months.

Reports

To display a report of your expenses in the past week or the past month.

Tools

The Tools menu has the following options:

Help

The Help menu has the following options:

  • Online help: To display the help documentation.
  • Tip of the day: To display tips on using Mjrz.net Personal Finance Manager.
  • About: To display general information, translation credits, general credits and the license of Mjrz.net Personal Finance Manager.

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Tool bar

The following table lists the tool bar options.

Icon

Name

Description

New account

Click this button to create and manage your accounts.

New transaction

Click this button to add transactions to your accounts.

Address book

Click this button to manage your address book.

Portfolio manager

Click this button to manage your portfolio of investments.

Exit

Click this button to exit from Mjrz.net Personal Finance Manager.

Find

Click this button to run a transaction search based on keywords, date, amount, status or account.

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Accounts pane

The accounts pane displays the four main categories of accounts. It appears at the left of the application screen.

To see the subcategories of an account category, click the + sign to the left of the account names. To collapse the list to its original form, click the - sign to the left of the account names.

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Display area

The display area shows the details of the currently selected account. It appears at the right of the application screen.

You can sort the display list on any of the columns, namely Date, From, To, Amount, and Status. To do so, click on the column name.

To see the details of a transaction in the list, click the transaction, and click the Details tab.

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Status bar

The status bar shows the number of accounts, the number of recorded transactions, and the filter applied to the current view. It appears at the bottom of the application screen.

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