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

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   9   <title>Transactions dialog</title>
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  14   <div class="dochead">
  15     HomeBank User manual
  16   </div>
  17
  18   <div class="title">
  19
  20   <h1>Transaction dialog</h1>
  21
  22   <p>The transaction dialog is used to add, edit and manage the
  23   <a href="00-lexicon.html#transactions">transactions</a>.</p>
  24
  25  <p>Please refer to the <a href="use-tipsandtricks.html">tip & tricks</a>
  26   for additional informations.</p>
  27
  28
  29   <h2>Dialog call</h2>
  30
  31   <ul>
  32     <li>mainwindow-menu: Transaction / Add...</li>
  33
  34     <li>mainwindow-toolbar.</li>
  35
  36     <li>from the account window-menu: Transaction / Add... /
  37     Inherit... / Edit...</li>
  38
  39     <li>from the account window transaction list: by double-click on
  40     an transaction</li>
  41   </ul>
  42 </div>
  43
  44   <div class="rounded content">
  45
  46   <h2>Using transaction dialog</h2>
  47
  48   <p><img class="gtkshot right" src=
  49   "images/dlg-transaction1.png"></p>
  50
  51   <p>The 'Add' button enable to add an transaction and keep the
  52   transaction dialog open to add more transactions.</p>
  53
  54   <h3><img src="images/1.png" width="12" height="12" border="0"> Transaction details</h3>
  55
  56   <table class="widgetinfo">
  57     <tr>
  58       <th>Date</th>
  59
  60       <td>date of the transaction (dd.mm.yy).<br>
  61       - use shift key + arrow up/down to increase/decrease
  62       date.<br>
  63       - the right side button popup a full calendar</td>
  64     </tr>
  65
  66     <tr>
  67       <th>Amount</th>
  68
  69       <td>amount of the transaction<br>
  70       - the right side +/- button toggle between
  71       income/expense</td>
  72     </tr>
  73
  74     <tr>
  75       <th>Payment</th>
  76
  77       <td>
  78         payment for the transaction. It will be displayed as small
  79         icons.
  80       </td>
  81     </tr>
  82
  83     <tr>
  84       <th>Of notebook 2<br>
  85       To account</th>
  86
  87       <td>these fields appears depending on the payment
  88       selected:<br>
  89       for cheque: select the 2nd cheque notebook for internal
  90       transfer: select the destination account</td>
  91     </tr>
  92
  93     <tr>
  94       <th>Info</th>
  95
  96       <td>additional informations such as real date or value
  97       date, cheque numbers, other numbers related to the transaction.<br>
  98       this field is automatically filled for cheque numbers.</td>
  99     </tr>
 100
 101     <tr>
 102       <th>Account</th>
 103
 104       <td>account the transaction should be attached to.</td>
 105     </tr>
 106         </table>
 107
 108   <h3><img src="images/2.png" width="12" height="12" border="0"> Transaction details</h3>
 109
 110   <table class="widgetinfo">
 111     <tr>
 112       <th>Payee</th>
 113
 114       <td>payee of the transaction, see <a href=
 115       "00-lexicon.html#payee">payee definition</a> for further
 116       details.</td>
 117     </tr>
 118
 119     <tr>
 120       <th>Category</th>
 121
 122       <td>category of the transaction, see <a href=
 123       "00-lexicon.html#category">category definition</a> for further
 124       details.</td>
 125     </tr>
 126
 127     <tr>
 128       <th>Memo</th>
 129
 130       <td>memo of transaction.<br>
 131       and optionally vehicle cost data's, see <a href=
 132       "use-vehiclecost.html">vehicle cost</a>.</td>
 133     </tr>
 134
 135     <tr>
 136       <th>Tags</th>
 137
 138       <td>tags of the transaction, see <a href=
 139       "00-lexicon.html#tags">tag definition</a> for further
 140       details.</td>
 141     </tr>
 142
 143     <tr>
 144       <th>Reconciled</th>
 145
 146       <td>when the transaction has been checked with your bank
 147       statement, you can mark transaction as 'validated'.<br>
 148       the amount will be then integrated in the bank balance.</td>
 149     </tr>
 150
 151     <tr>
 152       <th>Remind</th>
 153
 154       <td>when you are in add mode, if you set this option, an
 155       transaction of the opposite amount will be inserted also
 156       (marked in the list with an '!'), this is very useful when
 157       you lent money and don't want to forget about it. The remind
 158       transaction are never computed into the balances and are
 159       always displayed. an transaction can be a transparent
 160       reminder when this is checked. See <a href=
 161       "00-lexicon.html#remind">remind definition</a>.</td>
 162     </tr>
 163   </table>
 164
 165   <h3><img src="images/3.png" name="graphics7" align="bottom"
 166   width="12" height="12" border="0" id="graphics7"> Fill in with
 167   template</h3>
 168
 169   <p>Select a source <a href="00-lexicon.html#template">template definition</a>
 170   to fill in the transaction dialog fields.</p>
 171
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