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