Banana Accounting is based on spreadsheets, similar to those of Excel. It's way of use is very intuitive and productive. You have an instant view of the data and you can adjust at any time, which makes it easier to always manage a perfectly organized accounting.
The graphic elements conform with the most commonly used programs, you can use it immediately even without any particular training. The program adapts to the style of your operating system. The graphic elements of the Windows and Mac operating system are presented below.
The menu bar
The menu bar offers a wide range of functions and each menu has it's own specific commands.
They are contained and grouped in the menu bar.
File, Edit, Data, Format, Tools, Reports, Actions, Extensions, Windows, Help.
Warning: in Mac operating systems, the menu bar is located at the top, to the right of the Apple logo.
The toolbar contains icons that allow you to access the most used commands and dialogs.
If move over the icon with your mouse a command description will be displayed.
Text input area
Texts are entered directly in the cell. The text entered is also displayed in the text input area, right below the toolbar, where changes can be made.
Editing a text
- Double click on the cell
- Press the F2 key (Cmd+2 for Mac).
- Press the spacebar key (you will be able to edit an empty cell)
Short-cut keys for editing
- If you press "." on a Date column, the software will enter today's date
- If you press "." on a Hour column, the software will enter the current time (for example in a Time sheet management file)
- When the Smart Fill option is activated, you select your choice with the combination Ctrl + arrow down keys - the software will accept your choice and move to the following cell.
Other very useful short-cut keys are:
- F4 key (or Cmd+4 on Apple computers) - copies data from the cell above
- F6 key (or Cmd+6 on Apple computers) - different features depending on the cell you are in. See below.
You can always view the short-cut keys list in the Help menu - Keyboard shortcuts command.
Suggestions and auto-complete function
Auto-completion makes entering data much easier and faster. The program lists the accounts, VAT codes, dates or texts you have already previously entered. Just write the first few characters and the program completes the value for you.
Via Tools → Program Options → Editor, you can limit the number of values that are proposed or even disable the functionality.
You can use one of the following keys to accept the proposed value:
- Press the Enter key - the program will accept your choice and move to the following cell on the right or below (depending on your settings)
- Press the Tab key - the program will accept your choice and move to the following cell on the right
- Press the Shift + Tab keys - the program will accept your choice and move to the following cell on the left
- or the F6 key (or Cmd+6) - the program will accept your choice and execute the associate command (see below).
You no longer need to use the calculator, you can quickly enter the formula in each cell of the Amount type and which is not protected: just press the Enter key and the program performs the calculation by entering the final result. This function allows you to make instant calculations, for example when you need to report a value from a paper document or if you need to calculate a percentage.
This feature is available in all tables and in all Amount columns.
Some columns are associated with certain actions that can be executed via the Edit → Execute command (from the menu) or relative key (F6 or Cmd +F6 for Apple computers) as indicated in the information window.
- Doc column: recovery of recurring rows or progressive number
- Description column: recovery of similar row data
Each accounting file has various tables. Some of them are main tables and others are optional. Tables vary depending on the chosen accounting type.
Working with tables allows you to always have the data sorted and grouped according to the content.
In the case of user-generated tables, when a modification or addition of data is required, just click on the appropriate icon to update the table with the new data, thus allowing customization of the tables.
Print everything you see on the screen
In addition to the various reports available, Banana Accounting allows you to print everything you see on the screen, in any table.
For more information visit the Print/Preview page.
The views are ways of showing the accounting data with specific columns. For each table there are different views and they are very useful when you want to display your data in different ways, without altering your basic settings.
Views are located right below the tables and can be personalized using the Tables setup command from the Data menu. You can also create new ones.
Columns are the table vertical elements and each one has a specific header. The display, size, description, format, width, style, alignment can be edited via Data → Columns setup command from the Data menu.
Some columns contain data entered by the user, and some others can only be used by the program and cannot be edited by the user (for example the account cards columns).
Users can add new columns in order to include additional information still through the Data → Columns setup command, but the data entered will not be processed by the program.
A group of specific columns composes a view that displays only specific data.
Is an area of the screen located in the lower part, where useful information is displayed, relating to the table and the cell in which you are located. This area is divided in three very useful windows that provide immediate information:
- The Info window reports the contents of the row and cell in which you are located (example name and account balance, VAT code and description of the code used).
- The Messages window, reports the error messages in red.
- The Charts window, displays the graph of the contents of the cell or row in which you are located (for example if you position yourself on an account, the graph with the account trend appears).
The Info window always shows information about the cell and the row you are in. For example, it offers the names and codes of the accounts involved in the transaction, the amounts and the remaining balances. When there is an error, the program displays the difference.
- By clicking on the question mark symbol you will get to the page where the error is explained.
The Message window
When the program encounters errors, a dialog box appears to report them:
- Click the OK button to view each individual message.
- By activating the Don't warn option, all error messages reported by the program are saved in the Error messages window. Also refer to Banana error list.
- Information about the Help button can be found under Contextual Help.
The Messages windows contains a list of the errors found by the program.
In order to read the messages click on the Messages tab.
- By double clicking on the error message, from the Messages window, you will be taken to the row that generated the error.
- By clicking on the question mark symbol you will get to the page where the error is explained.
By selecting an account or a group, you can display the graph in the Graphs window at the bottom. The graph instantly displays the trend of the situation, including the comparison between forecast and real situation. You own an instant view over time without having to consult the amounts.
In Banana Accounting Plus, the contextual help gives you immediate help related to exactly what you are working on. This is done in 3 complementary ways:
- Help button in the dialog boxes
Clicking this button displays the online page explaining the opened dialog box or the error message.
- Question mark symbol in the upper right corner of the table
With a simple click on the symbol you are immediately directed to our Documentation page. Here you can find in-depth information on the specific use of the table and on all other functions of the program.
- Question mark symbol at the bottom of the Info or Messages window
Clicking on this symbol takes you to the page where the error message is explained and possible solutions are indicated.
The status bar is located at the very bottom and contains the following information:
- row number of the selected cell
- rows in the table
- if you select more than one cell (amounts or time)
- Calculator: number of selected cells containing numbers.
- Sum of values.
- To increase or reduce the size of tables.
Once the program is installed, it automatically uses as default your operating system settings.
If you wish to change your operating system settings, you should go to your Control Panel (Windows) or your System Preferences (Mac).
Here is the step by step process on Windows 8 and Windows 10:
- from the Start → Control Panel menu
- click on International options and then on Change date, time or numbers format
- a dialog window will appear where you can change your data format (in the Format tab)
- in order to change your numbers or currency format, from the same window you can click on the Additional settings button and then on the Numbers or currency tab.
Here is the step by step process on Mac OS X 10.9.5:
- from the Apple logo (on the top left of your screen) click on System Preferences
- from the dialog window that appears choose the Date & time icon
- a new window will appear where you can choose Open language & Region...
- a new window will appear where you can click on the Advanced button
- finally a new window will appear where you can change the numbers format (General tab), date or time format (Date and Time tabs)