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ROP Balances

More on Balances

Simulator Screen Shot - iPad Air - 2018-07-09 at 15.14.54.png

Balances are the core of how "Richer or Poorer" works (Collections are groups of Accounts which are composed of a series of Balances).  Each Balance has two components:

  • the balance amount (positive for money you own - e.g. $123.45 in a savings account, or negative for money you owe - e.g. -$678.90 in a credit card).
  • the date for that balance.

The BALANCES screen is where you enter new balances, delete existing ones or change the amount or date of an existing balance.

 

What's the Difference Between Green and Blue Squares on the Calendar?

  • Any day with a green or blue square has a balance recorded against it.
  • The blue square is your currently selected date - that is, the one whose balance is displayed in the large rectangles in the middle.
  • A black square does not currently have a balance recorded on that date.

 

How Can I Navigate Between Balances?

There are 2 ways to move between balance dates using the calendar:

  1. Use the "< Previous Balance" or "Next Balance >" buttons at the top of the calendar to select the previous or next balance in the account.  The calendar and blue square will change appropriately.
  2. Use the "<<" or ">>" buttons at the top of the calendar to display the next or previous month on the calendar.  Any balances in that month will be shown as green squares.

 

How Do I Add A New Balance?

  1. Tap the "Add New Balance" button on the left of the screen.
  2. Enter an amount for that balance.  Remember to enter a negative amount for money you owe, for instance on a credit card or home loan.
  3. A new balance is then created for you using TODAY'S DATE (or tomorrow if you already have a balance entered against today).  If this balance is for another date in the past, then you need to change it's date - see below.

 

How Do I Delete An Existing Balance?

  1. Find and select an existing balance entry using the calendar.  Once selected, the desired balance date square should be blue.
  2. Tap the "Delete Balance" button on the left and agree to the deletion.
  3. This balance will be permanently deleted and your next available balance will be selected.

 

How Do I Change the Amount of An Existing Balance?

  1. Find and select an existing balance entry using the calendar.  Once selected, the desired balance date square should be blue.
  2. Tap the bottom large rectangle containing the amount (surrounded by a red border) and enter a new balance amount.


  3.  

How Do I Change the Date of An Existing Balance?

  1. Find and select an existing balance entry using the calendar.  Once selected, the desired balance date square should be blue.
  2. Either:
    1. Navigate the calendar to show the correct new month and then tap on the desired date square, or
    2. Tap the top large rectangle containing the date (surrounded by a red border) and select the new date using the date entry control.
  3. Agree to the date change.  The new date will be displayed and selected (blue).