CleverInfo
Making Information More Useful

ROP Settings

More on Settings

The SETTINGS screen lets you set application wide customisations so the app behaves just the way you like it.

There are 5 types of elements you can change.  They are all described below.

 

Currency Display

Simulator Screen Shot - iPad Air - 2018-07-10 at 10.55.38.png

Richer Or Poorer shows currency amounts on the charts and BALANCES screen.   By default they are displayed using an Australian/American format (e.g. $12,345.67).  However you may wish to change this to display in whatever way makes sense to you.  For example in the screen shot above we have changed to a more European format with a dot for the thousands separator, comma for the decimal indicator and the Euro symbol at the end.

In fact, you could easily change your display to almost anything you like, even something like:  $$MY$$ 123-456**78 #

You change the currency symbol (e.g. $) used before the number by first tapping "Symbol Before" and then the desired symbol (or enter your own using the large button).  You can do the same to add a currency symbol used after the number by first tapping "Symbol After".

Similarly use the "Thousands" and "Fraction/Decimal" buttons to change those separators.

IMPORTANT NOTE:  Richer Or Poorer does not automatically convert amounts between different currencies.  This screen just changes the way a number is displayed as a currency.

 

YEARS TO FORECAST

Simulator Screen Shot - iPad Air - 2018-07-10 at 11.11.44.png

When you turn on a Forecast for an Account chart or Collection chart, entries are calculated and displayed at monthly intervals from today's date for a set number of years into the future.   This SETTINGS screen lets you change how many years ahead to calculate and display those forecasts.

The calculator like buttons are used to change the forecast years.   Tapping a number will add that number to the right of the forecast years number.  For example, if it is currently set to 5 Years, tapping "2" will change the forecast period to 52 Years.   Tap the "delete" button at the bottom to remove the right most digit.  For example, after doing the previous change, tapping "delete" will change it from 52 Years to 5 Years.  Tapping "delete" again will change it to 0 Years.

Here is another example.  Assuming it is starting out as 5 Years (as shown above), you would change this to 3 Years by tapping:

  • "delete" - now shows 0 Years
  • "3" - now shows 3 Years

 

PASSWORD PROTECTION

Simulator Screen Shot - iPad Air - 2018-07-10 at 10.57.05.png

Sometimes you just want to make sure that your financial information is protected from prying eyes.  That's what setting a password is for.  Once set, you will need to enter it before seeing any of your information in the app.

When setting a password you also need to provide a question and answer.  If you forget your password, you will be asked the question.  If you provide the right answer than you will also gain access and be reminded of your password.

Use the "Enter New Password" button to enter the three required values.  Use "Remove Password" to return to a no-password state - of course you will need to enter your password to see the password details themselves.

 

CHART COLOURS / COLORS

Simulator Screen Shot - iPad Air - 2018-07-10 at 10.58.16.png

Of course you may not like the default colours (or colors if you are from North America) used on charts.   With this option you can change them to whatever you prefer.

You can change the following chart element colours / colors:

  • Main chart fill colour / color
  • Main chart border line colour / color
  • Main chart Event Marker colour / color
  • Forecast line colour / color
  • Axis line colour / color

Just tap the appropriate "Change Marker", "Change Fill" or "Change Line" button and the following screen will be shown.

Simulator Screen Shot - iPad Air - 2018-07-10 at 10.57.24.png

Tap on the box that corresponds closest to the desired colour/color to use.  You will then be returned to the previous screen and the example chart element will change to reflect your choice.

If you wish to refine the colour / color you can then use the Red, Green and Blue swatches at the bottom of the screen to have total control over the shade of each colour/color element used in your component.   The numbers in each box will be between 0 (completely black) to 255 (completely red, green or blue). Tap on one of the 3 swatches and enter a new value for that colour/color component.  Using this technique you can select any colour/color in the RGB spectrum.

Here is an example of an Collection chart displayed with the alternative colours/colors selected in the above example.

Simulator Screen Shot - iPad Air - 2018-07-10 at 10.58.53.png

 

Of course, sometimes your choices don't look as good as you first thought.  Just come back to this setting screen and tap the "Reset to Default" buttons as needed.

 

CHART TYPE (BAR OR TIME LINE)

A TIME LINE chart shows your account balances laid out along a consistent time line.  The points of the chart will not be equally spaced but instead align to the actual dates. This is a great choice in many situations and has the following advantages:

  • All your entries are shown on the one chart - irrespective of how many you have.
  • It is easy to see how the balances have changed over time.
  • Forecasts are shown on the same scale as the real data.

A BAR CHART on the other hand has one bar shown for each balance date but there are no intermediate values shown.  Thus any gaps in time between balance updates is not shown.   These charts have some different characteristics from Time Lines:

  • Easy to see the actual balance entries made.  This is particularly useful when you have a lot of balance dates and wish to see the detail of later entries.
  • If you have a lot of balance entries, only a subset will be shown.  You will need to use the 3 finger slide gesture to see earlier periods.
  • Forecasts are plotted as individual bars exactly 1 month apart.  This may be different to the time period between the real data entries and hence the trend line may be less obvious.