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1 <!DOCTYPE html PUBLIC "-//W3C//DTD HTML 4.01//EN">
2
3 <html>
4 <head>
5 <meta http-equiv="CONTENT-TYPE" content="text/html; charset=utf-8">
6
7 <title>Account window</title>
8 <link rel="stylesheet" href="help.css" type="text/css">
9
10 </head>
11
12 <body id="top">
13 <div class="dochead">
14 HomeBank User manual
15 </div>
16
17 <div class="title">
18 <h1>Account window</h1>
19
20
21 <p>The account window is used to manage one account at a time. It is the
22 basis of every actions dealing with transactions.<br>
23 Every action on transaction are done here.</p>
24
25 </div>
26
27 <div class="rounded content">
28 <div class="gtkshot right"><img src="images/win-account1.png"></div>
29
30
31 <h2><img src="images/1.png" name="graphics5" align="bottom" width="12"
32 height="12" border="0" id="graphics5"> Menu</h2>
33
34 <p>The menu is the start of every actions on transactions.</p>
35
36 <h2><img src="images/2.png" name="graphics6" align="bottom" width="12"
37 height="12" border="0" id="graphics6"> Tool bar</h2>
38
39 <p>The toolbar provides easy mouse shortcut for some of the menu. All
40 tool button have a tool tip that will help you know what action will be
41 launched when you click on the tool button.</p>
42
43 <h2><img src="images/3.png" name="graphics7" align="bottom" width="12"
44 height="12" border="0" id="graphics7"> Balance</h2>
45
46 <p>The balance area contains the balance summary of the account, see
47 <a href="misc-balance.html">this page</a> for details. If the minor option
48 is checked in the preferences, a minor toggle button appear here, see
49 <a href="misc-minor.html">this page</a> for details.</p>
50
51 <h2><img src="images/4.png" name="graphics15" align="bottom" width="12"
52 height="12" border="0" id="graphics15"> Quick filter area</h2>
53
54 <p>On the left, the account title is displayed.<br>
55 Theses widgets will enable you to quickly filter the transaction list
56 without opening the <a href="dlg-filt.html">filter dialog</a>.</p>
57
58 <p><strong>Range</strong> : Quick change the date range, a tooltip is
59 displayed when you hover this widget and display the exact date
60 range.</p>
61
62 <p><strong>Type</strong> : Restrict the listview to expense or
63 income.</p>
64
65 <p><strong>Status</strong> : Restrict the listview to uncategorized or
66 unreconciled.</p>
67
68 <h2><img src="images/5.png" name="graphics13" align="bottom" width="12"
69 height="12" border="0" id="graphics13"> Selected transaction
70 informations</h2>
71
72 <ul>
73 <li>Number of items displayed with total amount</li>
74
75 <li>Number of transaction selected and the amount sum</li>
76 </ul>
77
78 <h2><img src="images/6.png" name="graphics8" align="bottom" width="12"
79 height="12" border="0" id="graphics8"> Transaction list</h2>
80
81 <p>The list show you a summary of every transaction in the account. You
82 can use the <a href="dlg-filt.html">filter dialog</a> if necessary. Or even
83 change the sort order by clicking on the column title.<br>
84 Double-click works as follow, depending of the transaction selected:</p>
85
86 <ul>
87 <li>one is selected: you open the <a href="dlg-tran.html">transaction
88 dialog</a> in Edit mode</li>
89
90 <li>multiple are selected: while keep shift key pressed, you will edit
91 and set the column last clicked and the dialog will be pre-filled with
92 the column/transaction value clicked on.</li>
93 </ul>
94
95 <p>The status column indicate the change made to the transaction:</p>
96
97 <ul>
98 <li><img src="images/win-main_added.png" name="graphics9" align="bottom"
99 width="16" height="16" border="0" id="graphics9"> transaction
100 added</li>
101
102 <li><img src="images/win-main_edited.png" name="graphics10" align=
103 "bottom" width="16" height="16" border="0" id="graphics10"> transaction
104 modified</li>
105
106 <li><img src="images/win-main_validated.png" name="graphics11" align=
107 "bottom" width="16" height="16" border="0" id="graphics11"> transaction
108 is validated</li>
109
110 <li><img src="images/win-main_reminded.png" name="graphics12" align=
111 "bottom" width="16" height="16" border="0" id="graphics12"> transaction
112 is a remind</li>
113 </ul>
114
115 </div>
116
117 </body>
118 </html>
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