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HomeBank User manual
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-
<div class="title">
- <h1>Account window</h1>
-
-
- <p>The account window is used to manage one account at a time. It is the
- basis of every actions dealing with transactions.<br>
- Every action on transaction are done here.</p>
-
-</div>
-
+ <h1>Account window</h1>
+ <p>The account window is used to manage one account at a time. It is the basis of every actions dealing with transactions.<br>
+ Every action on transaction are done here.</p>
+ </div>
<div class="rounded content">
- <div class="gtkshot right"><img src="images/win-account1.png"></div>
-
-
- <h2><img src="images/1.png" name="graphics5" align="bottom" width="12"
- height="12" border="0" id="graphics5"> Menu</h2>
-
- <p>The menu is the start of every actions on transactions.</p>
-
- <h2><img src="images/2.png" name="graphics6" align="bottom" width="12"
- height="12" border="0" id="graphics6"> Tool bar</h2>
-
- <p>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.</p>
-
- <h2><img src="images/3.png" name="graphics7" align="bottom" width="12"
- height="12" border="0" id="graphics7"> Balance</h2>
-
- <p>The balance area contains the balance summary of the account, see
- <a href="misc-balance.html">this page</a> for details. If the minor option
- is checked in the preferences, a minor toggle button appear here, see
- <a href="misc-minor.html">this page</a> for details.</p>
-
- <h2><img src="images/4.png" name="graphics15" align="bottom" width="12"
- height="12" border="0" id="graphics15"> Quick filter area</h2>
-
- <p>On the left, the account title is displayed.<br>
- Theses widgets will enable you to quickly filter the transaction list
- without opening the <a href="dlg-filt.html">filter dialog</a>.</p>
-
- <p><strong>Range</strong> : Quick change the date range, a tooltip is
- displayed when you hover this widget and display the exact date
- range.</p>
-
- <p><strong>Type</strong> : Restrict the listview to expense or
- income.</p>
-
- <p><strong>Status</strong> : Restrict the listview to uncategorized or
- unreconciled.</p>
-
- <h2><img src="images/5.png" name="graphics13" align="bottom" width="12"
- height="12" border="0" id="graphics13"> Selected transaction
- informations</h2>
-
- <ul>
- <li>Number of items displayed with total amount</li>
-
- <li>Number of transaction selected and the amount sum</li>
- </ul>
-
- <h2><img src="images/6.png" name="graphics8" align="bottom" width="12"
- height="12" border="0" id="graphics8"> Transaction list</h2>
-
- <p>The list show you a summary of every transaction in the account. You
- can use the <a href="dlg-filt.html">filter dialog</a> if necessary. Or even
- change the sort order by clicking on the column title.<br>
- Double-click works as follow, depending of the transaction selected:</p>
-
- <ul>
- <li>one is selected: you open the <a href="dlg-tran.html">transaction
- dialog</a> in Edit mode</li>
-
- <li>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.</li>
- </ul>
-
- <p>The status column indicate the change made to the transaction:</p>
-
- <ul>
- <li><img src="images/win-main_added.png" name="graphics9" align="bottom"
- width="16" height="16" border="0" id="graphics9"> transaction
- added</li>
-
- <li><img src="images/win-main_edited.png" name="graphics10" align=
- "bottom" width="16" height="16" border="0" id="graphics10"> transaction
- modified</li>
-
- <li><img src="images/win-main_validated.png" name="graphics11" align=
- "bottom" width="16" height="16" border="0" id="graphics11"> transaction
- is validated</li>
-
- <li><img src="images/win-main_reminded.png" name="graphics12" align=
- "bottom" width="16" height="16" border="0" id="graphics12"> transaction
- is a remind</li>
- </ul>
-
+ <div class="gtkshot right"><img src="images/win-account1.png"></div>
+ <h2><img align="bottom" border="0" height="12" id="graphics5" name="graphics5" src="images/1.png" width="12"> Menu</h2>
+ <p>The <a href="menu-account.html">menu</a> is the start of every actions on transactions.</p>
+ <h2><img align="bottom" border="0" height="12" id="graphics7" name="graphics7" src="images/2.png" width="12"> Balance</h2>
+ <p>The balance area contains the balance summary of the account, see <a href="misc-balance.html">this page</a> for details. If the minor option is checked in the preferences, a minor toggle button appear here, see <a href="misc-minor.html">this page</a> for details.</p>
+ <h2><img border="0" height="12" src="images/3.png" width="12"> Quick search</h2>
+ <p>The quick search will permit to filter the transaction list instantly on text column. The search apply to all columns except status, date and amount columns.</p>
+ <h2><img align="bottom" border="0" height="12" id="graphics15" name="graphics15" src="images/4.png" width="12"> Quick filter area</h2>
+ <p>On the left, the account title is displayed.<br>
+ Theses widgets will enable you to quickly filter the transaction list without opening the <a href="dlg-filt.html">filter dialog</a>.</p>
+ <p><strong>Range</strong> : Quick change the date range, a tool-tip is displayed when you hover this widget and display the exact date range.</p>
+ <p><strong>Type</strong> : Restrict the list-view to expense or income.</p>
+ <p><strong>Status</strong> : Restrict the list-view to uncategorized or unreconciled.</p>
+ <h2><img align="bottom" border="0" height="12" id="graphics13" name="graphics13" src="images/5.png" width="12"> Selected transaction informations</h2>
+ <ul>
+ <li>Number of items displayed with total amount</li>
+ <li>Number of transaction selected and the amount sum</li>
+ </ul>
+ <h2><img align="bottom" border="0" height="12" id="graphics8" name="graphics8" src="images/6.png" width="12"> Transaction list</h2>
+ <p>The list show you a summary of every transaction in the account. You can use the <a href="dlg-filt.html">filter dialog</a> if necessary. Or even change the sort order by clicking on the column title. Double-click works as follow, depending of the transaction selected:</p>
+ <ul>
+ <li>one is selected: you open the <a href="dlg-tran.html">transaction dialog</a> in Edit mode</li>
+ <li>multiple are selected: you can edit from menu or tool-bar and open <a href="dlg-mult.html">multi transaction dialog</a></li>
+ </ul>
+ <p>The first column indicate the change made to the transaction:</p>
+ <ul>
+ <li><img align="bottom" border="0" height="16" src="images/document-new.png" width="16"> transaction added</li>
+ <li><img align="bottom" border="0" height="16" src="images/hb-ope-edit.png" width="16"> transaction modified</li>
+ </ul>
+ <p>The Status column indicate the status of a transaction:</p>
+ <ul>
+ <li><img src="images/hb-ope-cleared.png"> : <a href="00-lexicon.html#txncleared">cleared</a></li>
+ <li><img src="images/hb-ope-reconciled.png"> : <a href="00-lexicon.html#txnreconciled">reconciled</a></li>
+ <li><img src="images/hb-ope-remind.png"> : <a href="00-lexicon.html#txnremind">remind</a></li>
+ </ul>
+ <p>Some hot-keys are available to quickly change the status of a transaction.</p>Here's a few tips:<br>
+ <table class="hotkeys">
+ <tr>
+ <td><img src="images/key_ctrl.png"> + <img src="images/key_r.png"></td>
+ <td>- on an unreconciled transaction will <em>Reconcile</em><br>
+ - on a Reconciled transaction will ask for confirmation and toggle to <em>Cleared</em></td>
+ </tr>
+ <tr>
+ <td><img src="images/key_ctrl.png"> + <img src="images/key_c.png"></td>
+ <td>- has no effect on a <em>Reconciled</em> transaction<br>
+ - on a <em>Cleared</em> transaction will unclear it</td>
+ </tr>
+ <tr>
+ <td><img src="images/key_ctrl.png"> + <img src="images/key_n.png"></td>
+ <td>- will change the status to <em>None</em></td>
+ </tr>
+ </table>
+ <h2><img align="bottom" border="0" height="12" id="graphics6" name="graphics6" src="images/7.png" width="12"> Tool bar</h2>
+ <p>The tool-bar 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.</p>
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projects / chaz / homebank / blobdiff