Creating Folders
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Folders and Smart Folders work in conjunction with your accounts to provide an even higher level of organization and easy access to your data. Create a custom Smart Folder based off any of the data included in your transactions and have quick access to spending habits relating to your favorite tags.
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You can use standard folders as temporary holding places for transactions which need more attention. Have an IOU that you need to pay? Why not create a folder to track these transactions. Better yet you could tag your IOU's with a custom "IOU" tag and then create a Smart Folder that only contains those transactions. There is almost no limit to what you can accomplish with Cha-Ching's Folder System.
To Create a new folder simply click the gear button and choose the type of folder you want to create.
Creating a new Smart Folder:
- Click the gear button and choose "New Smart Folder"
- Enter a descriptive name for this folder
- Choose the criteria which you want your Smart Folder to track.
- Click Ok and watch as Cha-Ching instantly populates your folder with all the transactions that match your criteria.
Want Even More Control?
With Cha-Ching's new Date Filter control, you can view any range of transactions right from within any Account/Folder/Smart Folder inside Cha-Ching
- Use the Display pop up button to select the dates which you would like to view. Cha-Ching comes with some handy filters built right in like This Month/Last Month or you can create your own range using the handy custom range tool.
- Now you can easily use Smart Folders to track spending in certain categories and use the filter control to see a quick picture of how much you have spent in the given month.
Sharing a Folder
Share a Folder with ease using Bonjour from Apple
In addition to creating folders to monitor transactions you can also share any of your folders with others at the click of a button.
- Open Cha-Ching Preferences and make sure that sharing is enabled. Enter a password if needed and then close the window
- Now you can enable sharing of any folder with one click ease. Simply click the button in the upper right corner of the Cha-Ching main window and instantly share your folder.
- Shared Folders are an especially good way for multiple household members to track spending. Just add new transactions to a shared folder and other household users can import them into their Master Vault via simple drag and drop. Its almost too easy!
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