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3 <html>
4 <head>
5 <meta http-equiv="content-type" content="text/html; charset=utf-8">
6
7 <title>Categories dialog</title>
8 <link rel="stylesheet" href="help.css" type="text/css">
9 </head>
10
11 <body id="top">
12 <div class="dochead">
13 HomeBank User manual
14 </div>
15
16 <div class="title">
17
18 <h1>Categories dialog</h1>
19
20 <p>The categories dialog is used to add, edit and manage the
21 <a href="00-lexicon.html#categories">categories</a> of the current
22 wallet.</p>
23
24 <h2>Dialog call</h2>
25
26 <ul>
27 <li>mainwindow-menu: Manage / Categories.</li>
28
29 <li>mainwindow-toolbar.</li>
30 </ul>
31 </div>
32
33 <div class="rounded content">
34
35 <h2>Using categories dialog</h2>
36
37 <p><img class="gtkshot right" src="images/dlg-category1.png"></p>
38
39 <h3><img src="images/1.png"> Category name</h3>
40
41 <p>type a new category name here and press return to add.</p>
42
43 <h3><img src="images/2.png"> Subcategory name</h3>
44
45 <p>- select the category to add subcategory to in the category
46 list<br>
47 - type a new subcategory name here and press return to add.</p>
48
49 <h3><img src="images/3.png"> Categories list</h3>
50
51 <p>display the category and subcategory, sorted
52 alphabetically.</p>
53
54 <h3><img src="images/4.png"> Buttons</h3>
55
56 <table class="widgetinfo">
57 <tr>
58 <th>Is income</th>
59
60 <td>when checked, this set the category to be an income
61 category (for sort purpose).</td>
62 </tr>
63
64 <tr>
65 <th>Add</th>
66
67 <td>add category/subcategory if the relative category name is
68 not empty.</td>
69 </tr>
70
71 <tr>
72 <th>Remove</th>
73
74 <td>remove the selected branch or categories, i.e. if a
75 category is selected, all subcategories will be removed.</td>
76 </tr>
77
78 <tr>
79 <th>Edit</th>
80
81 <td>open a dialog to edit the selected category</td>
82 </tr>
83 </table>
84
85 <h3><img src="images/5.png"> Buttons</h3>
86
87 <table class="widgetinfo">
88 <tr>
89 <th>Import</th>
90
91 <td>Import and merge some categories from a csv file.</td>
92 </tr>
93
94 <tr>
95 <th>Export</th>
96
97 <td>export the entire categories list into a csv file.</td>
98 </tr>
99 </table>
100
101 <p>Please refer to <a href="misc-csvformat.html#cat">csv file
102 format</a> for the file description.</p>
103
104 </div>
105 </body>
106 </html>
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