pamnet.pl

Main Window

In this window you will see a current summary of balances on all accounts.

Visible information ie:
- Total balance of all accounts
- List of accounts with a balance in the current month
- Summary of current month's expenses and income

From this window you can:
- Go to the window with the history of all operations
- Go to the summary of the selected account
- Go to the window for creating a new operation

Account balance summary window

In this window you will have the opportunity to verify the balance of your account in the selected month.

Visible information ie:
- Balance in the account in the selected month
- Balance of revenue in the selected month
- Balances o expenses in the selected month
- Current balance on the account

From this window you can:
- Go to the summary of the selected account
- Go to the window for creating a new operation
- Change the month for data analysis

Operations list window

In this window you will see a list of operations from the selected month.

Visible information ie:
- Title of operation
- Payment term
- Assigned account
- Assigned category and subcategory
- Value of the operation

From this window you can:
- Go to the details of the operation
- Go to edit the operation
- Go to the window for creating a new operation
- Change the month for data analysis
- Go to advanced filters

Statistics window

In this window you will see financial statistics for the set period.

Visible information ie:
- Balance totaled after major categories
- Balance totaled after subcategories

From this window you can:
- Change the month for data analysis
- Switch view to show subcategories

Application settings window

Available options:
- Accounts management
- Management of persons
- Management of categories and subcategories
- Manage the dictionary of account types
- Management of currency dictionary
- Manage the dictionary of payment methods
- Manage general settings of the application
- Management of security copies

Add Operation window

In this window you will be able to create operations.

You will determine:
- Type of operation (revenue, expense, transfer between accounts)
- Title and description of the operation
- Category and subcategory to which the operation will be assigned
- The person to whom the operation will be assigned
- Amount of the operation
- Account and type of payment

Window of the history of operations

In this window you will see the entire history of operations (last year by default).

Visible information ie:
- Title of operation
- Payment term
- Assigned category and subcategory
- Value of the operation
- Summary balance for applied filters

From this window you can:
- Go to the details of the operation
- Go to advanced filters

Window of the history of operations on the selected account

In this window you will see balances and a list of operations for the selected month.

Visible information ie:
- Basic account details
- Monthly balance of income and expenses
- Title of operation
- Value of the operation

From this window you can:
- Go to the window with the history of all operations

Operation preview window

In this window you will see the details of the selected operation.

Visible information ie:
- Type of operation (revenue, expense)
- Title and description of the operation
- Category and subcategory to which the operation will be assigned
- The person to whom the operation will be assigned
- Amount of the operation
- Account and type of payment

Backup Management window

Visible information ie:
- Date of last backup

Available actions:
- Selection of any range of data for backup
- Create a backup
- Restoring a backup
- Making a backup of the definition of categories and subcategories
- Restore backup copy of category and subcategory definitions
- Deleting the database

Accounts Definition Management window

Visible information ie:
- List of defined accounts

Available actions:
- Add a new account
- Edit an existing account
- Delete an existing account

Account Definition window

Visible information ie:
- Account number
- Display name of account
- Account owner
- Currency
- Account type
- Account opening date
- Color

Available actions:
- Save changes
- Delete account

Payment methods dictionary definition management window

Visible information ie:
- List of payment methods

Available actions:
- Adding a new method
- Deleting an existing method

Category Definitions Management window

Visible information ie:
- List of categories

Available actions:
- Adding a new category
- Deleting an existing category
- Moving to the list of subcategories