Prospects™ Preferences

Overview

Prospects™ allows you to customize the application to fit your needs. You have customization options for the general application, for budgeting, and for importing. To access the Prospects™ Preferences panel, go to: Prospects > Preferences:

General Preferences

There are many customization options for the general Prospects™ application. To access the preferences for the general application, click the "General" icon () on the Prospects Preferences panel. By default the panel opens to this preferences panel:

The default preferences are outlined in the screen shot above.

For the Transaction Table Preferences you can:

  1. Change how the amount columns are displayed.

  2. Choose to utilize enhanced keyboard navigation.
  3. Choose to have the application automatically memorize payee information during editing.
  4. Choose to have the Balance column highlighted when viewing transaction tables.
  5. Choose to have Prospects™ display a warning before deleting a transaction.
  6. Choose to have the full category name displayed in the transaction table.
  7. Choose to have the category color displayed with the category the Category column.
  8. Choose to have Prospects™ display Cleared/Reconciled statuses in color.
  9. Choose whether should display the transfer indicator for all transactions in the table or only the selected transaction. The transfer indicator can be clicked to go to the other side of the transfer.
  10. Choose whether Propects should keep transfer dates in sync after the transfer is created or not. If this option is not checked, changing the date on one side of the transfer does not change the date of the other side of the transfer.
  11. Choose whether Prospects should delete the other side of any transfers in an account being deleted. If this option is not checked, when an account containing transfers is deleted, the other side of the transfer is left as-is, but loses its "transfer" state and becomes a normal transaction.

For the Miscellaneous preferences you can:

  1. Change the way negative values are displayed in the transaction table (either with a minus sign or with paretheses):
  2. Choose to have Prospects™ autosave your file upon application exit.
  3. Choose to have a credit card balances dispalyed as a positive number.
  4. Choose to not have a warning displayed when you are deleting a category.
  5. Choose to not have the Quick Start Guide displayed upon application entry.
  6. Choose to have Prospects automatically check for updates on startup. (You can also manually check for updates via the Prospects menu).

If there are other general preferences that you would like to see incorporated into Prospects™, please contact the MotiMotion™ Support Team at: support@motimotion.com.

Budgeting Preferences

There are preference options available for Budgeting in Prospects™. To access the preferences for budgeting, click the "Budgeting" icon () on the Prospects Preferences panel. The default Budgeting preferences are outlined below:

For the Budgeting Preferences you can:

  1. Choose to have warnings shown in the Budget Advisor for both income amounts and savings amounts that are under budget.
  2. Choose to have your left over budget amount displayed in the Budget Advisor.
  3. Choose to have the full category name displayed in the Budget Advisor.
  4. Choose how you enter and work with your savings account(s) amounts.

If there are other budgeting preferences that you would like to see incorporated into Prospects™, please contact the MotiMotion™ Support Team at: support@motimotion.com.

Import Preferences

There are preference options available regarding Imports in Prospects™. To access the preferences for importing, click the "Import" icon () on the Prospects Preferences panel. The default Import preferences are outlined below:

For the Import Preferences you can:

  1. Choose to require confirmation for different types of duplicates or every transaction:

  1. Choose to flag potential duplicates if only the reference numbers on the transactions match.
  2. Choose to have Prospects™ memorize payee information during imports.
  3. Choose to have Prospects™ automatically mark all imported transactions as cleared.

If there are other import preferences that you would like to see incorporated into Prospects™, please contact the MotiMotion™ Support Team at: support@motimotion.com.