Dogcows Code - chaz/homebank/blob - doc/dlg-acco.html

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   6
   7   <title>Accounts dialog</title>
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  12   <div class="dochead">
  13     HomeBank User manual
  14   </div>
  15
  16   <div class="title">
  17
  18   <h1>Accounts dialog</h1>
  19
  20   <p>The accounts dialog is used to add, edit and manage the
  21   <a href="00-lexicon.html#accounts">accounts</a> of the current
  22   wallet.</p>
  23
  24   <h2>Dialog call</h2>
  25
  26   <ul>
  27     <li>mainwindow-menu: Manage / Accounts</li>
  28
  29     <li>mainwindow-toolbar.</li>
  30   </ul>
  31 </div>
  32
  33   <div class="rounded content">
  34
  35   <h2>Using accounts dialog</h2>
  36
  37   <p><img class="gtkshot right" src="images/dlg-account1.png"></p>
  38
  39   <h3><img src="images/1.png"> Account list</h3>
  40
  41   <p>display the actual list of accounts in the wallet. The account
  42   at the top of the list will be the one to be displayed when
  43   opening your wallet. You can easily change the accounts order
  44   using Drag&amp;Drop process.</p>
  45
  46   <h3><img src="images/2.png"> Buttons</h3>
  47
  48   <table class="widgetinfo">
  49     <tr>
  50       <th>Remove</th>
  51
  52       <td>remove the active account. This is only possible if the
  53       account has no transactions.</td>
  54     </tr>
  55
  56     <tr>
  57       <th>Add</th>
  58
  59       <td>add a new empty account.</td>
  60     </tr>
  61   </table>
  62
  63   <h3><img src="images/3.png"> Informations</h3>
  64
  65   <table class="widgetinfo">
  66     <tr>
  67       <th>Name</th>
  68
  69       <td>specify a name that identify the account.</td>
  70     </tr>
  71
  72     <tr>
  73       <th>Type</th>
  74
  75       <td>specify the type of the account</td>
  76     </tr>
  77
  78     <tr>
  79       <th>Number</th>
  80
  81       <td>specify the bank account number itself.</td>
  82     </tr>
  83
  84     <tr>
  85       <th>Bank name</th>
  86
  87       <td>specify the bank name where the account is
  88       registered.</td>
  89     </tr>
  90
  91     <tr>
  92       <th>This account was closed</th>
  93
  94       <td>specify the bank account is closed.</td>
  95     </tr>
  96   </table>
  97
  98   <h3><img src="images/4.png"> Usage options</h3>
  99
 100   <table class="widgetinfo">
 101     <tr>
 102       <th>Exclude from account summary</th>
 103
 104       <td>the account will must not be used into the account
 105       summary list of the main window.</td>
 106     </tr>
 107
 108     <tr>
 109       <th>Exclude from the budget</th>
 110
 111       <td>the account will not be used for the budget datas.</td>
 112     </tr>
 113
 114     <tr>
 115       <th>Exclude from any reports</th>
 116
 117       <td>the account will not be used for any report datas.</td>
 118     </tr>
 119   </table>
 120
 121   <h3><img src="images/5.png"> Balances</h3>
 122
 123   <table class="widgetinfo">
 124     <tr>
 125       <th>Initial</th>
 126
 127       <td>specify the initial balance amount, i.e the balance
 128       before the first transaction.</td>
 129     </tr>
 130
 131     <tr>
 132       <th>Minimum</th>
 133
 134       <td>specify the balance threshold, if you have an authorized
 135       balance, this will be used in the <a href=
 136       "05over.html">Balance</a> report window.</td>
 137     </tr>
 138   </table>
 139
 140   <h3><img src="images/6.png"> Current cheque number</h3>
 141
 142   <table class="widgetinfo">
 143     <tr>
 144       <th>Checkbook 1</th>
 145
 146       <td>specify the next cheque number of pad1 to be used (this
 147       is auto updated later when you add some transactions).</td>
 148     </tr>
 149
 150     <tr>
 151       <th>Checkbook 2</th>
 152
 153       <td>some of the above but for a second cheque pad (for a
 154       joined account)</td>
 155     </tr>
 156   </table>
 157   </div>
 158 </body>
 159 </html>