X-Git-Url: https://git.dogcows.com/gitweb?p=chaz%2Fhomebank;a=blobdiff_plain;f=doc%2Fwin-account.html;h=c29e3c60d8991973c2a167fc44f41113593848c9;hp=344f918835e62943b3d5d122c1582bac60ab4d6e;hb=cd13d9691c46c2b2d6d459e9e6a76bed1c21b7a6;hpb=27f6e3b112df235c8e9afc9911b1f6bce208a001 diff --git a/doc/win-account.html b/doc/win-account.html index 344f918..c29e3c6 100644 --- a/doc/win-account.html +++ b/doc/win-account.html @@ -1,118 +1,79 @@ - - +
- - + +The account window is used to manage one account at a time. It is the
- basis of every actions dealing with transactions.
- Every action on transaction are done here.
The account window is used to manage one account at a time. It is the basis of every actions dealing with transactions.
+ Every action on transaction are done here.
The menu is the start of every actions on transactions.
- -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.
- -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.
- -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.
- -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:
The status column indicate the change made to the transaction:
- -The menu is the start of every actions on transactions.
+v5.1.7 feature an experimental export transaction to PDF file under the Testing menu.
+ +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.
+The quick search will permit to filter the transaction list instantly on text column. The search apply to all columns except status and date columns.
+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.
+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.
+ The Balance column is only displayed when sort is by date ascending/descending, it is hidden otherwise.
Double-click works as follow, depending of the transaction selected:
+The first column indicate the change made to the transaction:
+The Status column indicate the status of a transaction:
+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 | +
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.