Dogcows Code - chaz/homebank/blob - doc/menu-account.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>Main window menu</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>Account window menus</h1>
  15                 <p>The menu is the start of every actions on transactions.</p>
  16                 <ul class="toc">
  17                         <li><a href="#menu1">Account</a></li>
  18                         <li><a href="#menu2">Transaction</a></li>
  19                         <li><a href="#menu3">Actions</a></li>
  20                         <li><a href="#menu4">Tools</a></li>
  21                 </ul>
  22         </div>
  23         <div class="rounded content">
  24                 <h2><a id="menu1" name="menu1"></a>Account</h2>
  25                 <table class="widgetinfo">
  26                         <tr>
  27                                 <th>Export QIF...</th>
  28                                 <td>export transaction to a QIF file</td>
  29                         </tr>
  30                         <tr>
  31                                 <th>Export CSV...</th>
  32                                 <td>export transaction to a CSV file, see <a href="misc-csvformat.html">CSV file format</a></td>
  33                         </tr>
  34                         <tr>
  35                                 <th>Close...</th>
  36                                 <td>close the account window</td>
  37                         </tr>
  38                 </table>
  39         </div>
  40         <div class="rounded content">
  41                 <h2><a id="menu2" name="menu2"></a>Transaction</h2>
  42                 <table class="widgetinfo">
  43                         <tr>
  44                                 <th>Add...</th>
  45                                 <td>open the <a href="dlg-tran.html">transaction dialog</a> in Add mode</td>
  46                         </tr>
  47                         <tr>
  48                                 <th>Inherit...</th>
  49                                 <td>open the <a href="dlg-tran.html">transaction dialog</a> pre-fill it with the selected transaction</td>
  50                         </tr>
  51                         <tr>
  52                                 <th>Edit...</th>
  53                                 <td>open the <a href="dlg-tran.html">transaction dialog</a> in Edit mode</td>
  54                         </tr>
  55                         <tr>
  56                                 <th>Status &gt; None</th>
  57                                 <td>change the status to none<br>
  58                                 =&gt; confirmation will be asked if already Reconciled</td>
  59                         </tr>
  60                         <tr>
  61                                 <th>Status &gt; Cleared</th>
  62                                 <td>toggle cleared state if possible<br>
  63                                 =&gt; no effect on a Reconciled transaction</td>
  64                         </tr>
  65                         <tr>
  66                                 <th>Status &gt; Reconciled</th>
  67                                 <td>toggle reconciled state if possible<br>
  68                                 =&gt; confirmation will be asked if already Reconciled</td>
  69                         </tr>
  70                         <tr>
  71                                 <th>Create template...</th>
  72                                 <td>create some template from the selected transaction(s)</td>
  73                         </tr>
  74                         <tr>
  75                                 <th>Delete...</th>
  76                                 <td>delete the selected transaction(s)</td>
  77                         </tr>
  78                 </table>
  79         </div>
  80         <div class="rounded content">
  81                 <h2><a id="menu4" name="menu4"></a>Tools</h2>
  82                 <table class="widgetinfo">
  83                         <tr>
  84                                 <th>Filter...</th>
  85                                 <td>open the <a href="dlg-filt.html">filter dialog</a></td>
  86                         </tr>
  87                         <tr>
  88                                 <th>Auto. assignments</th>
  89                                 <td>run automatic assignment rules on the current account, see <a href="use-auto_assign.html">automatic assignments</a></td>
  90                         </tr>
  91                         <tr>
  92                                 <th>Check internal transfer...</th>
  93                                 <td>run a consistency check on internal transfer for this account</td>
  94                         </tr>
  95                         <tr>
  96                                 <th>Convert to euro...</th>
  97                                 <td>After a confirmation, this will convert the account to euro major currency according the preferences currency set</td>
  98                         </tr>
  99                 </table>
 100         </div>
 101 </body>
 102 </html>