Using transaction dialog
- -The 'Add' button enable to add an transaction and keep the - transaction dialog open to add more transactions.
- -
Transaction details
-
- | Date | - -date of the transaction (dd.mm.yy). - - use shift key + arrow up/down to increase/decrease - date. - - the right side button popup a full calendar |
-
|---|---|
| Amount | - -amount of the transaction - - the right side +/- button toggle between - income/expense |
-
| Payment | - -- payment for the transaction. It will be displayed as small - icons. - | -
| Of notebook 2 - To account |
-
- these fields appears depending on the payment
- selected: - for cheque: select the 2nd cheque notebook for internal - transfer: select the destination account |
-
| Info | - -additional informations such as real date or value
- date, cheque numbers, other numbers related to the transaction. - this field is automatically filled for cheque numbers. |
-
| Account | - -account the transaction should be attached to. | -
Transaction details
-
- | Payee | - -payee of the transaction, see payee definition for further - details. | -
|---|---|
| Category | - -category of the transaction, see category definition for further - details. | -
| Memo | - -memo of transaction. - and optionally vehicle cost data's, see vehicle cost. |
-
| Tags | - -tags of the transaction, see tag definition for further - details. | -
| Reconciled | - -when the transaction has been checked with your bank
- statement, you can mark transaction as 'validated'. - the amount will be then integrated in the bank balance. |
-
| Remind | - -when you are in add mode, if you set this option, an - transaction of the opposite amount will be inserted also - (marked in the list with an '!'), this is very useful when - you lent money and don't want to forget about it. The remind - transaction are never computed into the balances and are - always displayed. an transaction can be a transparent - reminder when this is checked. See remind definition. | -
Fill in with
- template
-
- Select a source template definition - to fill in the transaction dialog fields.
- +Using transaction dialog
+
+ 
The 'Add' button enable to add an transaction and keep the transaction dialog open to add more transactions.
+ Use a template
+ Select a source template definition to fill in the transaction dialog fields.
+ Transaction details
+ | Date | +date of the transaction (dd.mm.yy). + - use shift key + arrow up/down to increase/decrease date. + - the right side button pop-up a full calendar |
+
|---|---|
| Amount | +amount of the transaction + - the right side +/- button toggle between income/expense |
+
| Payment | +payment for the transaction. It will be displayed as small icons. See the lexicon for payment detail |
+
| Of notebook 2 + To account |
+ these fields appears depending on the payment selected: + for cheque: select the 2nd cheque notebook for internal transfer: select the destination account |
+
| Info | +additional informations such as real date or value date, cheque numbers, other numbers related to the transaction. + this field is automatically filled for cheque numbers. |
+
| Account | +account the transaction should be attached to. | +
| Payee | +payee of the transaction, see payee definition for further details. | +
| Category | +category of the transaction, see category definition for further details. | +
| Memo | +memo of transaction. + and optionally vehicle cost data's, see vehicle cost. |
+
| Tags | +tags of the transaction, see tag definition for further details. | +
| Status | +
+ The different status a transaction can have:
+
|
+