Transaction Preferences
In SEE Finance's transaction preferences you can change settings for editing transactions and importing transactions.
Transaction - Editing Preferences:
Transaction Editing Controls:
- "Require Transactions to be Unlocked for Editing" - Whether or not to be required to unlock and lock transactions when editing.
- "Press Return to Select Next Field" - Allow the Return/Enter key to select the next field.
New Transaction Dates:
- "Use Current Date" - Use today's date for new transactions.
- "Use Date from Transaction with the Latest Date" - Use the date of the transaction that is the furthest in time for the date of new transactions.
- "Use Date from Last Entered Transaction" - Use the date of the last created transaction for the date of new transactions.
Same Date Transaction Sorting:
- "Sort by First Entered" - Sorting transactions by date has transactions on the same date sorted by the order they were entered.
- "Sort by Credits then Debits by Magnitude" - Sorting transactions by date has transactions on the same date sorted by credits first then debits by their magnitude.
New Transaction Payee Entry:
- "Request to Add Payee When Not Found During Entry" - Whether or not to be requested to add an unrecognized payee to the program's permanent un-"Hidden" list of payees. If this option is off unrecognized payees will be considered one time use "hidden" payees.
Transactions Posted Early:
- "Include Early Posted Transactions in Account Balances" - Whether or not to include transactions with dates after the current date in account balances.
Memorized Transactions:
- "Enable Memorized Transactions" - Option to have the program autofill the default saved information for payees when selecting payees manually for transactions (transaction type, category, memo and amount values).
- "Update Information During Transaction Editing" - Option to automatically update the selected payee's default values for transaction type, category, memo, and amount when manually editing transactions.
Transaction - Importing Preferences:
Transaction Payees:
- "Mark Payees as Unhidden if Found X Times in Import" - Number of times a payee must be found during an import to have the payee considered a non-"hidden" payee in the program.
Transaction Types:
- "Use General Transaction Types When Type is Blank" - Whether or not to use general transaction types for imported transactions that do not have transaction type information.
Duplicate Transaction Checking:
- "Check for Duplicate Transactions During Import" - Option to have the program check for duplicates when importing transactions.
- "Priority Given to Dates:" - The priority level given to dates when checking for duplicates (usually should be set to "High").
- "Priority Given to Payee Names:" - The priority level given to payees when checking for duplicates (usually should be set to "None")
- "Priority Given to Amounts:" - The priority level given to transaction amounts when checking for duplicates (usually should be set to "High")
- "Automatically Deselect Very Close Matches for Import" - Whether or not to automatically have "Very Close" matches deselected for import.
Imported Transaction Indicator Icons:
- "Show Icons for Recently Imported Transactions" - Whether or not to display the green download indicator icon for accounts with newly imported transactions as well as for the individual newly imported transactions.
Adjust Date Ranges To Include Imported Transactions:
- "Always" - Adjust the "Start" and "End" date range in the account Transactions View and in the Portfolio Position Views to include any newly imported transactions.
- "End Date Only" - Adjust the "End" date in the account Transactions View and in the Portfolio Position Views to include any newly imported transactions.
- "Never" - Never adjust the "Start" and "End" date range in the account Transactions View and in the Portfolio Position Views due to newly imported transactions.
CSV Files:
- "Column Separator in CSV Files:" - The default expected column separated used in imported CSV files.
- "Flip Transaction Amounts:" - Option to "flip" transaction amounts from positive to negative amounts and from negative to positive amounts. For use for importing CSV files from certain programs.
OFX/QFX Files:
- "Use Noon as the Time of Day for Imported Dates" - Option to have all transactions imported from QFX and OFX files as well as from Direct Connect downloads have noon as the transaction's time of day. This can be useful for institutions that inaccurately list time of day information for transactions.