Dogcows Code - chaz/homebank/blob - doc/use-auto_addition.html

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   7   <title>Automatic addition</title>
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  14     HomeBank User manual
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  17   <div class="title">
  18
  19 <h1>Using the Scheduled transaction feature</h1>
  20
  21   <p>The scheduled transaction feature allows you to manage the insertion of transactions
  22   automatically before or at their due date.</p>
  23
  24   <ul class="toc">
  25     <li>Step 1: <a href="#create">Create scheduled transactions</a></li>
  26
  27     <li>Step 2: <a href="#list">Control the list of scheduled transactions</a></li>
  28
  29     <li>Step 3: <a href="#rules">Configure the insertion rules and options</a></li>
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  31   </ul>
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  33  </div>
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  35   <div class="rounded content">
  36
  37   <h3><a name="manage" id="manage"></a>Step 1: Create scheduled transactions</h3>
  38
  39   <p>Open the Scheduled/Template dialog from either the mainwindow menu or the toolbar.</p>
  40
  41
  42   <p>Select an existing transaction, or create a new one</p>
  43
  44   <img src="images/use-scheduled1.png" class="gtkshot">
  45
  46   <ul>
  47
  48     <li>check the 'Activate' check-box in the 'Scheduled insertion' area, at the bottom</li>
  49
  50     <li>adjust the insertion parameters:
  51
  52       <ul>
  53         <li>frequency: every x day, week, month, year</li>
  54
  55         <li>next occurrence date</li>
  56
  57         <li>optional limitation to X occurrence</li>
  58       </ul>
  59     </li>
  60   </ul>
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  62  </div>
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  65  <div class="rounded content">
  66
  67   <h3><a name="list"></a>Step 2: Control the list of scheduled transactions</h3>
  68
  69   <p>Into the <a href="win-main.html">main window</a>, you can see the next occurrence of each
  70   scheduled transactions status from their last insertion. This list gives you an overview of what is pending
  71   with the next occurrence date and the remaining days.</p>
  72
  73   <p><img src="images/use-scheduled2.png" class="gtkshot"></p>
  74
  75   <p>The remaining day count is negative if the transaction insertion is
  76   overdue.</p>
  77
  78  </div>
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  80   <div class="rounded content">
  81
  82   <h3><a name="rules"></a>Step 3: Configure the insertion rules and options</h3>
  83
  84   <p>With the default preferences, the transactions will be automatically inserted at
  85   their due date every time you open your HomeBank file.</p>
  86
  87 <p>You can change this behavior from the <a href="dlg-wall.html">file properties dialog</a> with 2 options:</p>
  88
  89 <ul>
  90 <li>Add until xx of each month (excluded)
  91 <li>Add x days in advance the current date
  92 </ul>
  93
  94 <p>To insert transaction to their due date again, insert 0 days in advance the current date. You can also reach this
  95 configuration dialog from the mainwindow menu Transaction/Set scheduler...</p>
  96
  97 <p>The insertion at start can be changed from the <a href="dlg-pref.html#tab1">preferences dialog</a></p>
  98
  99 <p>At last, you are able to trigger the insertion from the mainwindow menu Transaction/Process scheduled...</p>
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