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

   1 <!DOCTYPE html>
   2 <html>
   3 <head>
   4   <meta content="text/html; charset=utf-8" http-equiv="content-type">
   5   <meta content="noindex" name="robots">
   6   <title>Categories dialog</title>
   7   <link href="help.css" rel="stylesheet" type="text/css">
   8 </head>
   9 <body id="top">
  10   <div class="dochead">
  11     HomeBank User manual
  12   </div>
  13   <div class="title">
  14     <h1>Categories dialog</h1>
  15     <p>The categories dialog is used to add, edit and manage the <a href="00-lexicon.html#categories">categories</a> of the current wallet.</p>
  16     <h2>Dialog call</h2>
  17     <ul>
  18       <li>main window menu: Manage / Categories.</li>
  19       <li>main window tool bar.</li>
  20     </ul>
  21   </div>
  22   <div class="rounded content">
  23     <h2>Using categories dialog</h2>
  24     <p><img class="gtkshot right" src="images/dlg-category1.png"></p>
  25
  26     <h3><img src="images/1.png"> Expense/Income switcher</h3>
  27     <p>Toggle the category list with Expense/Income categories only</p>
  28
  29     <h3><img src="images/2.png"> Menu Button</h3>
  30     <table class="widgetinfo">
  31       <tr>
  32         <th>Import</th>
  33         <td>Import and merge some categories from a CSV file</td>
  34       </tr>
  35       <tr>
  36         <th>Export</th>
  37         <td>export the entire categories list into a CSV file</td>
  38       </tr>
  39       <tr>
  40         <th>Delete unused</th>
  41         <td>delete all unused category</td>
  42       </tr>
  43     </table>
  44     <p>Please refer to <a href="misc-csvformat.html#cat">CSV file format</a> for the file description.</p>
  45
  46
  47     <h3><img src="images/3.png"> Categories list</h3>
  48     <p>display category name and usage count<br>
  49     the usage count:</p>
  50     <ul>
  51     <li>transaction/split
  52     <li>payee default category
  53     <li>template/scheduled transaction
  54     <li>assignment rule
  55     <li>default car cost usage is also by default 'No category'
  56   </ul>
  57
  58     <h3><img src="images/4.png"> Category name</h3>
  59     <p>type a new category name here and press return to add.</p>
  60     <h3><img src="images/4.png"> Subcategory name</h3>
  61     <p>- select the category to add subcategory to in the category list<br>
  62     - type a new subcategory name here and press return to add.</p>
  63
  64     <h3><img src="images/5.png"> Buttons</h3>
  65     <table class="widgetinfo">
  66       <tr>
  67         <th>Add</th>
  68         <td>toggle the categoryname widget visible/invisible</td>
  69       </tr>
  70       <tr>
  71         <th>Merge</th>
  72         <td>merge the current category to a new one you will select</td>
  73       </tr>
  74       <tr>
  75         <th>Delete</th>
  76         <td>delete the selected branch or categories, i.e. if a category is selected, all subcategories will be deleted</td>
  77       </tr>
  78     </table>
  79     <p><b>Edit</b><br>
  80       To edit a category, double click on it.</p>
  81
  82   </div>
  83 </body>
  84 </html>