Menu
The menu is the start of every actions on transactions.
Tool bar
The toolbar provides easy mouse shortcut for some of the menu. All tool button have a tool tip that will help you know what action will be launched when you click on the tool button.
Balance
The balance area contains the balance summary of the account, see this page for details. If the minor option is checked in the preferences, a minor toggle button appear here, see this page for details.
Quick filter area
On the left, the account title is displayed.
Theses widgets will enable you to quickly filter the transaction list
without opening the filter dialog.
Range : Quick change the date range, a tooltip is displayed when you hover this widget and display the exact date range.
Type : Restrict the listview to expense or income.
Status : Restrict the listview to uncategorized or unreconciled.
Selected transaction
informations
- Number of items displayed with total amount
- Number of transaction selected and the amount sum
Transaction list
The list show you a summary of every transaction in the account. You
can use the filter dialog if necessary. Or even
change the sort order by clicking on the column title.
Double-click works as follow, depending of the transaction selected:
- one is selected: you open the transaction dialog in Edit mode
- multiple are selected: while keep shift key pressed, you will edit and set the column last clicked and the dialog will be pre-filled with the column/transaction value clicked on.
The status column indicate the change made to the transaction:
transaction
added
transaction
modified
transaction
is validated
transaction
is a remind