Dogcows Code - chaz/homebank/blob - doc/00-lexicon.html

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  14     HomeBank User manual
  15   </div>
  16
  17   <div class="title">
  18
  19    <h1>Lexicon</h1>
  20
  21   <p>This section is intended to give you a brief introduction to the basic
  22   concepts and terminology you will need to understand in order to make
  23   sense to the rest of the documentation.</p>
  24
  25 <table class="lexicon">
  26         <tr>
  27                 <th>A-B</th>
  28                 <th>C-D</th>
  29                 <th>E-J</th>
  30                 <th>K-O</th>
  31                 <th>P-Z</th>
  32         </tr>
  33         <tr>
  34                 <td><!--A-B-->
  35                         <a href="#accounts">Accounts</a><br>
  36                         <a href="#assignment">Assignment</a><br>
  37                         <a href="#budget">Budget</a><br>
  38                 </td>
  39
  40                 <td><!--C-D-->
  41                 <a href="#categories">Categories</a><br>
  42                 </td>
  43
  44                 <td><!--E-J-->
  45
  46                 </td>
  47
  48                 <td><!--K-O-->
  49
  50                 </td>
  51
  52                 <td><!--P-Z-->
  53                 <a href="#payees">Payees</a><br>
  54
  55                 <a href="#remind">Remind</a><br>
  56
  57                         <a href="#scheduled">Scheduled</a><br>
  58                 <a href="#split">Split</a><br>
  59
  60    <a href="#tags">Tags</a><br>
  61                         <a href="#template">Template</a>        <br>
  62                         <a href="#transactions">Transactions</a>        <br>
  63
  64                 <a href="#wallet">Wallet</a><br>
  65                 </td>
  66         </tr>
  67
  68 </table>
  69
  70
  71
  72
  73 </div>
  74
  75
  76 <div class="rounded content">
  77
  78   <h2><a name="wallet" id="wallet"></a>Wallet</h2>
  79
  80   <p>Wallet is the 1st level of data's. It represent a HomeBank file (.xhb)<br>
  81   Managing the few wallet properties is done in the <a href=
  82   "04wall.html">Properties dialog</a>.</p>
  83
  84         <p class="top"><a href="#top">[top]</a></p>
  85
  86 </div>
  87
  88
  89 <div class="rounded content">
  90
  91   <h2><a name="accounts" id="accounts"></a>Accounts</h2>
  92
  93   <p>Accounts is the 2nd level of the data's. An account is a
  94   division of the wallet, that will contains your financial
  95   transactions.<br>
  96   Managing the accounts is done in the <a href="dlg-acco.html">Accounts
  97   dialog</a>.</p>
  98         <p class="top"><a href="#top">[top]</a></p>
  99
 100 </div>
 101
 102
 103 <div class="rounded content">
 104
 105   <h2><a name="transactions" id="transactions"></a>Transactions</h2>
 106
 107   <p>Transactions is the last level of data's. A transaction
 108   is a financial transaction, attached to its own account.</p>
 109
 110   <p>In addition to the usual fields you can find in most accounting
 111   application, HomeBank offers the following:</p>
 112
 113   <ul>
 114     <li>tags: like in the web, you can assign some tags to a
 115     transaction</li>
 116
 117     <li>payment: small image showing the payment mode</li>
 118
 119
 120     <li>info: miscellaneous data's for payment, like date, cheque number
 121     and so on</li>
 122
 123     <li>remind state: to keep track of debt</li>
 124
 125     <li>vehicle-cost data's: memo field can contain data's for your vehicle
 126     refuels</li>
 127   </ul>
 128
 129   <p>Managing transactions is done in the <a href="win-main.html">main
 130   window</a> or the <a href="win-account.html">account window</a>.</p>
 131         <p class="top"><a href="#top">[top]</a></p>
 132
 133 </div>
 134
 135
 136 <div class="rounded content">
 137
 138   <h2><a name="split"></a>Split</h2>
 139
 140   <p>Split is the ability to cut out the amount of a transaction to multiple categories.</p>
 141
 142   <p>Managing split is done in the <a href="dlg-spli.html">Split
 143   dialog</a> from the <a href="dlg-tran.html">Transaction
 144   dialog</a>.</p>
 145
 146         <p class="top"><a href="#top">[top]</a></p>
 147
 148 </div>
 149
 150 <div class="rounded content">
 151
 152   <h2><a name="scheduled"></a>Scheduled</h2>
 153
 154   <p>Scheduled is a transaction you can configure to be automatically inserted.<br>
 155   Typical such transactions are the one's occurring very often, for
 156   example: <em>Wage, Rent, Phone, Taxes, etc</em>...</p>
 157
 158   <p>Managing scheduled is done in the <a href="dlg-arch.html">Scheduled/Template
 159   dialog</a>.<br>
 160   Please have a look at <a href="use-auto_addition.html">Using the Scheduled transaction feature</a> for more details.</p>
 161
 162         <p class="top"><a href="#top">[top]</a></p>
 163
 164 </div>
 165
 166
 167 <div class="rounded content">
 168
 169   <h2><a name="template"></a>Template</h2>
 170
 171   <p>Template will enable to fast add manually some transactions without too much seizure,
 172   most of the fields already populated with correct data</p>
 173
 174   <p>Managing templates is done in the <a href="dlg-arch.html">Scheduled/Template
 175   dialog</a>.</p>
 176
 177   <p>Templates can also be created from existing transactions from the
 178   <a href="win-account.html">Account window</a>.<br>
 179   Every template is available as a bookmark for fill purpose in the <a href=
 180   "dlg-tran.html">Transaction dialog</a>.</p>
 181
 182         <p class="top"><a href="#top">[top]</a></p>
 183
 184 </div>
 185
 186
 187
 188
 189
 190 <div class="rounded content">
 191
 192   <h2><a name="payees" id="payees"></a>Payees</h2>
 193
 194   <p>A payee can optionally be set for each transaction to later perform
 195   sorting, filtering and analysis. The payee identify people you give money
 196   to, as like as those you receive money from.<br>
 197   Managing payees is done on the <a href="dlg-paye.html">Payee dialog</a>.
 198   Payees are global to the wallet and are shared between all the
 199   accounts.</p>
 200         <p class="top"><a href="#top">[top]</a></p>
 201
 202 </div>
 203
 204 <div class="rounded content">
 205
 206   <h2><a name="categories" id="categories"></a>Categories</h2>
 207
 208   <p>A category can optionally set for each transaction to later perform
 209   sorting, filtering and analysis. The categories is another classification
 210   model of your financial transactions.<br>
 211   Managing categories is done on the <a href="dlg-cate.html">Categories
 212   dialog</a>. Categories are global to the wallet and are shared between
 213   all the accounts.</p>
 214
 215   <p>Please also note well that categories and subcategories are the same
 216   from a HomeBank point of view, the subcategories are only to create a
 217   hierarchy in category tree. This is especially important for the <a href=
 218   "04bud1.html">budget dialog</a></p>
 219         <p class="top"><a href="#top">[top]</a></p>
 220
 221 </div>
 222
 223 <div class="rounded content">
 224
 225   <h2><a name="tags" id="tags"></a>Tags</h2>
 226
 227   <p>Some tags can optionally be set for each transaction to later perform
 228   sorting, and analysis. The tags are most common to those yo can find in
 229   the web, so it is words separated by space.</p>
 230
 231         <p class="top"><a href="#top">[top]</a></p>
 232
 233 </div>
 234
 235
 236 <div class="rounded content">
 237
 238   <h2><a name="assignment"></a>Assignment</h2>
 239
 240   <p>Assigments are some rule to fastly set payee and/or category to the transactions</p>
 241
 242   <p>Please refer to the <a href="use-auto_assign.html">Using the Automatic assignment feature</a>
 243   for details on how using this feature.</p>
 244
 245         <p class="top"><a href="#top">[top]</a></p>
 246
 247 </div>
 248
 249
 250 <div class="rounded content">
 251
 252   <h2><a name="remind"></a>Remind</h2>
 253
 254   <p>Remind is a special status for the transaction. The purpose here is to keep the transaction
 255   into the list for later uses to remind you about a bill to pay, a bill to be payed for.</p>
 256
 257   <p>Remind transaction are excluded from any computing: balance, reports, etc.</p>
 258
 259         <p class="top"><a href="#top">[top]</a></p>
 260
 261 </div>
 262
 263
 264 <div class="rounded content">
 265
 266   <h2><a name="budget" id="budget"></a>Budget</h2>
 267
 268   <p>The budget is aimed towards reporting comparing actual values to
 269   pre-defined budget values allocated to each expense/income category. The
 270   budget report shows the difference (decay) between the budget and the
 271   actual expense/income for each categories. You can select which accounts
 272   are included in the budget report.</p>
 273
 274   <p><a href="dlg-budget.html">Using the Budget feature</a> provides a quick
 275   overview to get you started. For more in-depth details see the <a href=
 276   "04bud1.html">Budget dialog</a> and the <a href="dlg-bud2.html">Budget
 277   report</a>.</p>
 278
 279   <p>The budget is global to the wallet, so if you need to manage a
 280   different budget each year, you can use csv import/export
 281   capabilities.</p>
 282
 283         <p class="top"><a href="#top">[top]</a></p>
 284 </div>
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