X-Git-Url: https://git.dogcows.com/gitweb?p=chaz%2Fhomebank;a=blobdiff_plain;f=doc%2Fmenu-account.html;fp=doc%2Fmenu-account.html;h=457c1ba215bbc933017035328c8f4fbac74334eb;hp=0000000000000000000000000000000000000000;hb=59c5e08a64798d4303ae7eb3a2713bc93d98fa7b;hpb=8988b3bef0760b4cab8144715cc3d8f55688861c diff --git a/doc/menu-account.html b/doc/menu-account.html new file mode 100644 index 0000000..457c1ba --- /dev/null +++ b/doc/menu-account.html @@ -0,0 +1,102 @@ + + + + + + Main window menu + + + +
+ HomeBank User manual +
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Account window menus

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The menu is the start of every actions on transactions.

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Account

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Export QIF...export transaction to a QIF file
Export CSV...export transaction to a CSV file, see CSV file format
Close...close the account window
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Transaction

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Add...open the transaction dialog in Add mode
Inherit...open the transaction dialog pre-fill it with the selected transaction
Edit...open the transaction dialog in Edit mode
Status > Nonechange the status to none
+ => confirmation will be asked if already Reconciled
Status > Clearedtoggle cleared state if possible
+ => no effect on a Reconciled transaction
Status > Reconciledtoggle reconciled state if possible
+ => confirmation will be asked if already Reconciled
Create template...create some template from the selected transaction(s)
Delete...delete the selected transaction(s)
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Tools

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Filter...open the filter dialog
Auto. assignmentsrun automatic assignment rules on the current account, see automatic assignments
Check internal transfer...run a consistency check on internal transfer for this account
Convert to euro...After a confirmation, this will convert the account to euro major currency according the preferences currency set
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