X-Git-Url: https://git.dogcows.com/gitweb?p=chaz%2Fhomebank;a=blobdiff_plain;f=doc%2Fdlg-cate.html;fp=doc%2Fdlg-cate.html;h=c03718f7b9b27d2743597f1817765c8ed9fcc2f9;hp=06cac6feb88d35c23ade14eb517282d6d84bd7e0;hb=996fa4ab9f6b836001f8ad0eecbfd3821687fea7;hpb=27f6e3b112df235c8e9afc9911b1f6bce208a001 diff --git a/doc/dlg-cate.html b/doc/dlg-cate.html index 06cac6f..c03718f 100644 --- a/doc/dlg-cate.html +++ b/doc/dlg-cate.html @@ -1,106 +1,67 @@ - - + - - + + Categories dialog - + -
HomeBank User manual
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Categories dialog

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The categories dialog is used to add, edit and manage the - categories of the current - wallet.

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Dialog call

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Categories dialog

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The categories dialog is used to add, edit and manage the categories of the current wallet.

+

Dialog call

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Using categories dialog

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Category name

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type a new category name here and press return to add.

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Subcategory name

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- select the category to add subcategory to in the category - list
- - type a new subcategory name here and press return to add.

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Categories list

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display the category and subcategory, sorted - alphabetically.

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Buttons

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Is incomewhen checked, this set the category to be an income - category (for sort purpose).
Addadd category/subcategory if the relative category name is - not empty.
Removeremove the selected branch or categories, i.e. if a - category is selected, all subcategories will be removed.
Editopen a dialog to edit the selected category
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Buttons

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ImportImport and merge some categories from a csv file.
Exportexport the entire categories list into a csv file.
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Please refer to csv file - format for the file description.

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Using categories dialog

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Expense/Income switcher

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Toggle the category list with Expense/Income categories only

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Category name

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type a new category name here and press return to add.

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Subcategory name

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- select the category to add subcategory to in the category list
+ - type a new subcategory name here and press return to add.

+

Categories list

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display category name and usage count

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Buttons

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Editopen a dialog to edit the selected category
Mergemerge the current category to a new one you will select
Deletedelete the selected branch or categories, i.e. if a category is selected, all subcategories will be deleted
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Menu Button

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ImportImport and merge some categories from a CSV file
Exportexport the entire categories list into a CSV file
Delete unuseddelete all unused category
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Please refer to CSV file format for the file description.

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