X-Git-Url: https://git.dogcows.com/gitweb?a=blobdiff_plain;ds=sidebyside;f=doc%2Fuse-auto_addition.html;h=2bfae4586245597849a94a1f0c48199049451f9d;hb=HEAD;hp=fb34315555f4f211d97d9cbdc66d67cce53fc73c;hpb=27f6e3b112df235c8e9afc9911b1f6bce208a001;p=chaz%2Fhomebank diff --git a/doc/use-auto_addition.html b/doc/use-auto_addition.html index fb34315..2bfae45 100644 --- a/doc/use-auto_addition.html +++ b/doc/use-auto_addition.html @@ -1,105 +1,59 @@ - - +
- - -The scheduled transaction feature allows you to manage the insertion of transactions - automatically before or at their due date.
- -Scheduled transactions will allow you to automate the repetitive transaction input like bills, subscriptions, insurances or taxes. You setup the transaction once by creating or use an existing template transaction, then set a few parameters to organize the scheduled insertion. HomeBank will inform you when the transaction is ready to be inserted or will insert it automatically for you.
+Open the Scheduled/Template dialog from either the mainwindow menu or the toolbar.
- - -Select an existing transaction, or create a new one
- - - -Into the main window, you can see the next occurrence of each - scheduled transactions status from their last insertion. This list gives you an overview of what is pending - with the next occurrence date and the remaining days.
- - - -The remaining day count is negative if the transaction insertion is - overdue.
- -By default the scheduled transactions will be automatically inserted at their due date every time you open your HomeBank file.
+You can change this behavior from the file properties dialog with 2 options:
+To insert transaction to their due date again, insert 0 days in advance the current date. You can also reach this configuration dialog from the main-window menu Transaction/Set scheduler...
+The insertion at program start can be changed from the preferences dialog
+At last, you are able to trigger the insertion from the main-window menu Transaction/Process scheduled...
+With the default preferences, the transactions will be automatically inserted at - their due date every time you open your HomeBank file.
- -You can change this behavior from the file properties dialog with 2 options:
- -To insert transaction to their due date again, insert 0 days in advance the current date. You can also reach this -configuration dialog from the mainwindow menu Transaction/Set scheduler...
- -The insertion at start can be changed from the preferences dialog
- -At last, you are able to trigger the insertion from the mainwindow menu Transaction/Process scheduled...
- -In the main window, a list of scheduled transaction can be displayed, it's a summary of every pending scheduled transaction post. You can control the transaction post or skip it if required from here directly with some tool-bar buttons below. If a scheduled transaction is late, you will see a warning icon with the number of day late in a maximum of 10. If the overdue is more than 10 days, it will shows +10.
+ +