Menu
-
- The menu is the start of every actions on transactions.
- -
Tool bar
-
- 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.
- -
Balance
-
- The balance area contains the balance summary of the account, see - this page for details. If the minor option - is checked in the preferences, a minor toggle button appear here, see - this page for details.
- -
Quick filter area
-
- On the left, the account title is displayed.
- Theses widgets will enable you to quickly filter the transaction list
- without opening the filter dialog.
Range : Quick change the date range, a tooltip is - displayed when you hover this widget and display the exact date - range.
- -Type : Restrict the listview to expense or - income.
- -Status : Restrict the listview to uncategorized or - unreconciled.
- -
Selected transaction
- informations
-
- -
-
- Number of items displayed with total amount - -
- Number of transaction selected and the amount sum -
Transaction list
-
- The list show you a summary of every transaction in the account. You
- can use the filter dialog if necessary. Or even
- change the sort order by clicking on the column title.
- Double-click works as follow, depending of the transaction selected:
-
-
- one is selected: you open the transaction - dialog in Edit mode - -
- 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. -
The status column indicate the change made to the transaction:
- --
-
transaction
- added
-
- 
transaction
- modified
-
- 
transaction
- is validated
-
- 
transaction
- is a remind
-
Menu
+ The menu is the start of every actions on transactions.
+ Balance
+ The balance area contains the balance summary of the account, see this page for details. If the minor option is checked in the preferences, a minor toggle button appear here, see this page for details.
+ Quick search
+ 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.
+ Quick filter area
+ On the left, the account title is displayed.
+ Theses widgets will enable you to quickly filter the transaction list without opening the filter dialog.
Range : Quick change the date range, a tool-tip is displayed when you hover this widget and display the exact date range.
+Type : Restrict the list-view to expense or income.
+Status : Restrict the list-view to uncategorized or unreconciled.
+ Selected transaction informations
+ -
+
- Number of items displayed with total amount +
- Number of transaction selected and the amount sum +
Transaction list
+ The list show you a summary of every transaction in the account. You can use the filter dialog if necessary. Or even change the sort order by clicking on the column title. Double-click works as follow, depending of the transaction selected:
+-
+
- one is selected: you open the transaction dialog in Edit mode +
- multiple are selected: you can edit from menu or tool-bar and open multi transaction dialog +
The first column indicate the change made to the transaction:
+-
+
transaction added
+ 
transaction modified
+
The Status column indicate the status of a transaction:
+-
+
: cleared
+ 
: reconciled
+ 
: remind
+
Some hot-keys are available to quickly change the status of a transaction.
Here's a few tips:+
 +  |
+ - on an unreconciled transaction will Reconcile + - on a Reconciled transaction will ask for confirmation and toggle to Cleared |
+
+  |
+ - has no effect on a Reconciled transaction + - on a Cleared transaction will unclear it |
+
+  |
+ - will change the status to None | +
Tool bar
+ 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.