<a href="#pmdeposit">deposit</a><br>
<a href="#pmdirectdebit">direct debit</a><br></td>
<td><!--E-O-->
+ <a href="#institution">financial institution</a><br>
<a href="#pmepayment">electronic payment</a><br>
<a href="#pmfifee">fi fee</a><br>
<a href="#pmintxfer">internal transfer</a><br></td>
<li>tags: like in the web, you can assign some tags to a transaction</li>
<li>payment: small image showing the payment mode</li>
<li>info: miscellaneous data's for payment, like date, cheque number and so on</li>
- <li>remind state: to keep track of debt</li>
+ <li><a href="#txnremind">remind</a> state: to keep track of debt</li>
<li>vehicle-cost data's: memo field can contain data's for your vehicle refuels</li>
</ul>
<p>Managing transactions is done in the <a href="win-main.html">main window</a> or the <a href="win-account.html">account window</a>.</p>
<p>Remind is a special status for the transaction.<br>
The purpose here is to keep the transaction into the list for later uses to remind you about a bill to pay, a bill to be payed for.<br>
Remind transaction are excluded from any computing: balance, reports, etc.</p>
+ <p>The remind transaction usage is <a href="use-lend-refund.html">described here</a>.</p>
<p class="top"><a href="#top">↑ Back to Top</a></p>
</div>
+
+ <div class="rounded content">
+ <h2><a id="institution" name="institution"></a>Financial institution</h2>
+ <p>A financial institution can be a bank or a credit card company or any other institution.</p>
+ <p><no institution> will be displayed when the item has no institution set.</p>
+ <p class="top"><a href="#top">↑ Back to Top</a></p>
+ </div>
+
<div class="rounded content">
<h2><a id="payment" name="payment"></a>Payment mode</h2>
<h3><a id="pmnone" name="pmnone"></a><img src="images/pm-none.png"> (none)</h3>
<i class="warning"><img src="images/d-warn.png"/> internal transfer are to be used within the same bank institution (yours) and with same currency account</i></p>
<p>This is a special transfer for HomeBank, as it will link the source and destination transaction for further changes data to be synced. It means that Date, Amount (opposite), Memo, Payee and Category are synced. The status is not because the reconciliation might be different in time within accounts.</p>
<p>When you change the payment of a transaction to this one, HomeBank may, if some exists, also propose some target transaction for you to select within <a href="dlg-xfer.html">this dialog</a>.</p>
+ <p> <i class="warning"><img src="images/d-warn.png"/> internal transfer have some usage limitation, and so you cannot</i>
+ <ul>
+ <li>split by category</li>
+ <li>import with csv</li>
+ <li>use with multiple selection edition</li>
+ <li>use as assigment</li>
+ </ul>
+ </p>
+
+
<h3><a id="pmdcard" name="pmdcard"></a><img src="images/pm-dcard.png"> debit card</h3>
<p>A debit card (also known as a bank card or check card) is a plastic payment card that provides the card-holder electronic access to their bank account(s) at a financial institution. Some cards may bear a stored value with which a payment is made, while most relay a message to the card-holder's bank to withdraw funds from a payer's designated bank account.</p>
<h3><a id="pmstandingorder" name="pmstandingorder"></a><img src="images/pm-standingorder.png"> standing order</h3>
<h2><a id="payee" name="payee"></a>Payee</h2>
<p>A payee can optionally be set for each transaction to later perform sorting, filtering and analysis. The payee identify people you give money to, as like as those you receive money from.<br>
Managing payees is done on the <a href="dlg-paye.html">Payee dialog</a>. Payees are global to the wallet and are shared between all the accounts.</p>
+ <p><no payee> will be displayed when the item has no payee set.</p>
<p class="top"><a href="#top">↑ Back to Top</a></p>
</div>
<div class="rounded content">
<p>A category can optionally set for each transaction to later perform sorting, filtering and analysis. The categories are another classification model of your financial transactions.<br>
Managing categories is done on the <a href="dlg-cate.html">Categories dialog</a>. Categories are global to the wallet and are shared between all the accounts.</p>
<p>Please also note well that categories and subcategories are the same from a HomeBank point of view, the subcategories are only to create a hierarchy in category tree. This is especially important for the <a href="dlg-bud1.html">budget dialog</a></p>
+ <p><no category> will be displayed when the item has no category set.</p>
<p class="top"><a href="#top">↑ Back to Top</a></p>
</div>
<div class="rounded content">
<h2><a id="tags" name="tags"></a>Tags</h2>
- <p>Some tags can optionally be set for each transaction to later perform sorting, and analysis. The tags are most common to those yo can find in the web, so it is words separated by space.</p>
+ <p>Some tags can optionally be set for each transaction to later perform sorting, and analysis. The tags are most common to those yo can find in the web, so it is words separated by space. Which mean for composed word you must use a dash to separate the words withing the tags like my-card.</p>
<p class="top"><a href="#top">↑ Back to Top</a></p>
</div>
<div class="rounded content">
projects / chaz / homebank / blobdiff