]> Dogcows Code - chaz/homebank/blobdiff - doc/menu-account.html
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[chaz/homebank] / doc / menu-account.html
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+<!DOCTYPE html>
+<html>
+<head>
+       <meta content="text/html; charset=utf-8" http-equiv="CONTENT-TYPE">
+       <meta content="noindex" name="robots">
+       <title>Main window menu</title>
+       <link href="help.css" rel="stylesheet" type="text/css">
+</head>
+<body id="top">
+       <div class="dochead">
+               HomeBank User manual
+       </div>
+       <div class="title">
+               <h1>Account window menus</h1>
+               <p>The menu is the start of every actions on transactions.</p>
+               <ul class="toc">
+                       <li><a href="#menu1">Account</a></li>
+                       <li><a href="#menu2">Transaction</a></li>
+                       <li><a href="#menu3">Actions</a></li>
+                       <li><a href="#menu4">Tools</a></li>
+               </ul>
+       </div>
+       <div class="rounded content">
+               <h2><a id="menu1" name="menu1"></a>Account</h2>
+               <table class="widgetinfo">
+                       <tr>
+                               <th>Export QIF...</th>
+                               <td>export transaction to a QIF file</td>
+                       </tr>
+                       <tr>
+                               <th>Export CSV...</th>
+                               <td>export transaction to a CSV file, see <a href="misc-csvformat.html">CSV file format</a></td>
+                       </tr>
+                       <tr>
+                               <th>Close...</th>
+                               <td>close the account window</td>
+                       </tr>
+               </table>
+       </div>
+       <div class="rounded content">
+               <h2><a id="menu2" name="menu2"></a>Transaction</h2>
+               <table class="widgetinfo">
+                       <tr>
+                               <th>Add...</th>
+                               <td>open the <a href="dlg-tran.html">transaction dialog</a> in Add mode</td>
+                       </tr>
+                       <tr>
+                               <th>Inherit...</th>
+                               <td>open the <a href="dlg-tran.html">transaction dialog</a> pre-fill it with the selected transaction</td>
+                       </tr>
+                       <tr>
+                               <th>Edit...</th>
+                               <td>open the <a href="dlg-tran.html">transaction dialog</a> in Edit mode</td>
+                       </tr>
+                       <tr>
+                               <th>Status &gt; None</th>
+                               <td>change the status to none<br>
+                               =&gt; confirmation will be asked if already Reconciled</td>
+                       </tr>
+                       <tr>
+                               <th>Status &gt; Cleared</th>
+                               <td>toggle cleared state if possible<br>
+                               =&gt; no effect on a Reconciled transaction</td>
+                       </tr>
+                       <tr>
+                               <th>Status &gt; Reconciled</th>
+                               <td>toggle reconciled state if possible<br>
+                               =&gt; confirmation will be asked if already Reconciled</td>
+                       </tr>
+                       <tr>
+                               <th>Create template...</th>
+                               <td>create some template from the selected transaction(s)</td>
+                       </tr>
+                       <tr>
+                               <th>Delete...</th>
+                               <td>delete the selected transaction(s)</td>
+                       </tr>
+               </table>
+       </div>
+       <div class="rounded content">
+               <h2><a id="menu4" name="menu4"></a>Tools</h2>
+               <table class="widgetinfo">
+                       <tr>
+                               <th>Filter...</th>
+                               <td>open the <a href="dlg-filt.html">filter dialog</a></td>
+                       </tr>
+                       <tr>
+                               <th>Auto. assignments</th>
+                               <td>run automatic assignment rules on the current account, see <a href="use-auto_assign.html">automatic assignments</a></td>
+                       </tr>
+                       <tr>
+                               <th>Check internal transfer...</th>
+                               <td>run a consistency check on internal transfer for this account</td>
+                       </tr>
+                       <tr>
+                               <th>Convert to euro...</th>
+                               <td>After a confirmation, this will convert the account to euro major currency according the preferences currency set</td>
+                       </tr>
+               </table>
+       </div>
+</body>
+</html>
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