Transaction Preferences
In SEE Finance's transaction preferences you can change settings for editing transactions and importing transactions.
Editing
- You can turn on or off transaction locking. With transaction locking on you have to first unlock the transaction in order to edit the transaction in the "Edit" view. You do not have to unlock transactions to edit them using the menu options available to change transaction values.
- You can choose whether or not pressing the return key will select the next field.
- You can set the option to use the date from the transaction with the latest date, the date from the last entered transaction or the current date for newly created transactions.
- You can adjust the ordering for same date and time transactions to be done by which was entered first or by credits first and then debits by magnitude.
- There is the option to turn off the alert for unrecognized payees during entry and just set payees as one time use payees when they are not found in your list of payees.
- You can set transactions that are posted early to not be included in account balances.
- You can turn on or off the memorized transactions feature. With memorized transactions on when you change the payee of a transaction it will update the transaction with the default transaction type, category, memo, and amount set for the payee in the "Payees" list.
- You can also set whether or not editing transaction's transaction type, category, memo, and amount automatically updates the selected payee's default values for transaction type, category, memo, and amount.
Importing
- For CSV file importing you can set whether CSV files use the comma as column separators or semicolons (commas are generally used where the decimal separator for numbers is the period and semicolons are generally used where the decimal separator for numbers is the comma).
- You can customize the number of times a payee needs to be found before it is added to the list of payees as a permanent unhidden payee.
- You can also set the preference to use general transaction types for transactions when none are specified in the imported file.
- Here you can also choose to turn on or off the duplicate transaction checking feature for importing and downloading transactions. You can even set the priorities given to how duplicates are matched (date, payee, and amount). You can also set whether or not very close matches are selected to be imported by default which can be helpful if you have regular daily transactions for the same amount (you would want very close matches to be selected for import).
- You can also set whether or not accounts and their recently imported transactions are displayed with an indicator icon.