From: Maxime Doyen Date: Sun, 4 Feb 2018 16:43:49 +0000 (-0700) Subject: import homebank-5.1.7 X-Git-Url: https://git.dogcows.com/gitweb?p=chaz%2Fhomebank;a=commitdiff_plain;h=cd13d9691c46c2b2d6d459e9e6a76bed1c21b7a6 import homebank-5.1.7 --- diff --git a/ChangeLog b/ChangeLog index f66974f..dbf3e52 100644 --- a/ChangeLog +++ b/ChangeLog @@ -1,21 +1,122 @@ + +2018-01-06 Maxime Doyen + + Made 5.1.7 release. + * new : added an icon for closed accounts + * new : rewritten partially the charts and removed the treeview for legend + * new : chart line have now a vertical line on active item + * new : chart now display the 0 scale text + * new : rewritten the dateentry widget to use a popover + * new : reports enable to copy to clipboard in addition to export as CSV + * change: chart bar/line now span automatically + * change: chart donut hole do not trigger overlay anymore + * change: preferences, txn column list removed, as there is a now a context menu + * change: top spending is now display top 10 items + * change: fixer.io is now used to get currencies exchange rate (replace yahoo) + * change: changes and new entries into the help menu + * wish : #1709374 enable to export detail list from reports + * wish : #1697241 allow custom currencies for cryptocurrency and discontinued + * wish : #1674018 usability and UX improvements for the reports dialog's toolbars + * wish : #1661986 separate view of out of budget categories in budget report + * wish : #1656589 add highlighting on legend text for report graph + * wish : (#300380 beta: add pdf export for transaction) + * bugfix: chart x-scale labels were sometime overriding each others + * bugfix: balance report: overdrawn was not displayed if the threshold was 0 + * bugfix: balance report: the amount scale was faulty offset to left at first draw + * bugfix: budget report: chart bar was not showing over state + * bugfix: report: fixed a bad empty detail list problem + * bugfix: fixed some minor memory leak + * bugfix: #1734449 date range in Trend Time Report + * bugfix: #1734210 date/calendar popup registers keyboard bindings (Gnome asks) + * bugfix: #1730527 currencies update fail due to yahoo discontinued service + * bugfix: #1721980 group internal xfer when sort by payee + * bugfix: #1720377 title bar close do not backup a new file + * bugfix: #1688744 euro minor converts Euro to Euro wrong + + +2017-09-14 Maxime Doyen + + Made 5.1.6 release. + * change: win32: upgraded to gtk+ 3.22.16 + * wish : #1710955 warn when opening a backup file + * bugfix: #1716182 New memo doesn't get added to quick list + * bugfix: #1716181 New/deleted transactions and search box show inconsistency + * bugfix: #1715532 "All date" range remains as is after "Select All" in Report + * bugfix: #1713413 Un-editable category + * bugfix: #1710800 Manage budget window do not expand properly + * bugfix: #1708956 Automatic check numbering issue + * bugfix: #1707201 Anonymize dialog change accounts if user close window + * bugfix: #1697174 Months in Manage Budget should allow tabbing from consecutive months + * bugfix: #1697171 'Notes' field in 'Manage Accounts' should wrap text + * bugfix: #1694520 Windows 10 x64 5.1.5 cannot start application + * bugfix: #1693998 Start Balance not shown after new file assistant + * bugfix: #1691992 The "other" side of an internal transfer is not marked as changed when an internal transfer is deleted + * bugfix: #1690555 Internal transfers with a status of "Remind" are not created correctly + * bugfix: #1664012 libofx: macos, cannot import newer OFX versions + + +2017-05-10 Maxime Doyen + + Made 5.1.5 release. + * change: win32: upgraded to gtk+ 3.22.7 + * bugfix: updating currency rate was not updating file changes (and enable save) + * bugfix: #1689308 category usage count does not get updated for split transactions + * bugfix: #1687117 statistic report filter do not update date range + * bugfix: #1683646 only one changed icon is displayed in accounts window when an internal transfer is edited + * bugfix: #1681532 segfault when pressing escape while editing a new transaction + * bugfix: #1678476 french translation is missing in filter + * bugfix: #1678230 time report show all category may be wrong if split + * bugfix: #1676162 can't set transaction amount to 6 decimal points + * bugfix: #1674020 statistics Report: sorting by amount does not work with "Expenses and Income" + * bugfix: #1672209 account window "0.00" balance sometimes displayed in warning color + * bugfix: #1672205 "Show # days in advance the current date" preference doesn't work + * bugfix: #1672135 BYN - new Belorussian currency is not in the list + * bugfix: #1668036 cannot filter on memo if split transaction + * bugfix: #1667201 original account shows edits when inheriting transaction into another account + * bugfix: #1664916 balance report does not include accounts with no transactions + + +2017-02-16 Maxime Doyen + + Made 5.1.4 release. + + * change: filter, reworked the layout + * change: filter, category select change now propagate to subcategories + * wish : #1661806 show overdraft amount in account window (balance column) + * wish : #1655542 improve handling of end of month scheduled transactions + * bugfix: sanity was not checking dst_account + * bugfix: sanity orphaned account was not working + * bugfix: #1663795 "show all" shows as enabled after opening another file + * bugfix: #1663789 both sides of internal transfers' accounts not changed + * bugfix: #1663399 display Order of Account Types (5.1.3) + * bugfix: #1662197 main window's upcoming transactions pane shifts downwards on every startup + * bugfix: #1662189 main window size/position saved only when using wm close (X) button + * bugfix: #1661279 memory Fault on homebank-5.1.1-1.fc25.x86_64 and later + * bugfix: #1660910 main window layout is not persisted + * bugfix: #1658538 balance Report crash when no txn at all + * bugfix: #1656720 save button in main window disabled despite pending changes + * bugfix: #1655626 libofx for windows bad utf-8 char import corrupt xml file + + 2017-01-22 Maxime Doyen Made 5.1.3 release. + * new : your account, added expand/collapse button * wish : #1653350 cvs import default category for payee * wish : #1645126 remember the size of columns listview in the main window * wish : #1530784 easy way to see closed accounts in account list * wish : #1164643 totals per Financial Institution in account summary - * bugfix: #1658047 Euro major Lithuanian template corrections - * bugfix: #1658045 Euro major settings: list countries alphabetically - * bugfix: #1658043 Euro major feature calculates amounts incorrectly + * bugfix: #1658047 euro major Lithuanian template corrections + * bugfix: #1658045 euro major settings: list countries alphabetically + * bugfix: #1658043 euro major feature calculates amounts incorrectly * bugfix: #1656531 account combobox can be default set to disabled account - * bugfix: #1653957 Importing QIF file with existing accounts - * bugfix: #1652994 Sorting for account in Statistics Report doen't work - * bugfix: #1652527 Balance report crash when no result - * bugfix: #1649081 Exclude from budget option seems ignored - * bugfix: #1649078 Remind operations are included in "today" balance calculation + * bugfix: #1653957 importing QIF file with existing accounts + * bugfix: #1652994 sorting for account in Statistics Report doesn't work + * bugfix: #1652527 balance report crash when no result + * bugfix: #1649081 exclude from budget option seems ignored + * bugfix: #1649078 remind operations are included in "today" balance calculation * bugfix: #1648856 balance report "select all" is not working @@ -45,7 +146,7 @@ * wish : #1634182 template chooser popover could be wider by default * wish : #1629647 'Multiple Edit' to include account * bugfix: #1638035 moving txn between account hide it into destination - * bugfix: #1637805 overwrite assignment doesnt work + * bugfix: #1637805 overwrite assignment doesn't work * bugfix: #1635857 balance report crash when no selection in main window * bugfix: #1635260 win: missing .dll for windows 7, vista, XP * bugfix: #1635053 must enter Payment method twice in Add Transaction dialog @@ -62,7 +163,7 @@ * change: transaction dialog, changed the layout * change: template/scheduled dialog, changed the layout * change: register, refactored toolbar grouping single and multiple actions - * change: listview, removed deprecated rule hint (alternate row color) + * change: listview, removed deprecated rule hint (alternate row colour) * change: listview, added line grid (new GTK+ option) * change: preferences, reworked layout * wish : #1610672 multiple edit should allow clearing fields @@ -71,7 +172,7 @@ * wish : #1500220 allow auto assignments to overwrite payee * wish : #1484449 warn when amount sign and category don't match * wish : #1448613 display full category name in autocompletion - * wish : #1424365 separe scheduled transaction from template transaction + * wish : #1424365 separate scheduled transaction from template transaction * wish : #1242312 category split for template/scheduled transaction * wish : #1102981 add comment bloc for accounts * wish : #1094528 auto-assign Payment @@ -100,7 +201,7 @@ * bugfix: #1594152 zillion questions importing from QIF file * bugfix: #1583406 changes in settings -> format-> numbers options is never saved * bugfix: #1562372 statistics filtered on category with split display wrong results - * bugfix: #1535483 importing cvs file silently skips a line! + * bugfix: #1535483 importing CSV file silently skips a line! 2016-05-21 Maxime Doyen @@ -119,7 +220,7 @@ * wish : #1509485 quicksearch split transactions memo/category * wish : #1507252 ability to batch-edit selected transactions easily * wish : #1501125 export to CSV for all reports list view - * wish : #1501111 double-click on sheduled txn in main window to open template editor + * wish : #1501111 double-click on scheduled txn in main window to open template editor * wish : #1292377 enable edit transactions from report detail list * wish : #880846 hide/show txn list column on right click * bugfix: #1577555 scheduled transaction edit doesn't enable file save @@ -167,7 +268,7 @@ * change: win32: upgraded to gtk+ 3.16.6 * change: amount toggle sign button changed from text button to entry icon * change: added/changed transaction are always showed by default filter - * bugfix: #1492634 using memo filter does not list memos in split catagories + * bugfix: #1492634 using memo filter does not list memos in split categories * bugfix: #1475969 no help file. F1 does nothing. Windows 10 * bugfix: #1473717 year on statistics is preset to 1900 instead of e.g. current year * bugfix: #1464961 inconsistency in internal xfer @@ -225,7 +326,7 @@ * bugfix: #1425986 QIF import sometimes fails in v5.0 * bugfix: #1424437 gtk warning from console * bugfix: #1422617 trend time report shows dates from closed accounts - * bugfix: #1420859 alternate row colors not working + * bugfix: #1420859 alternate row colours not working * bugfix: #1420495 typo problem in chart tooltip (apos) * bugfix: #1420098 ctrl+w no longer closes account window * bugfix: #1419992 visible column names are not localized in preferences dialog @@ -267,7 +368,7 @@ * change: replaced 'remove' string by 'delete' (more relevant) * change: import process reworked and refactored to ease import and enable future evolution * change: lot of small visual changes (disable state, reworked texts and sentences) - * change: splitted import menu by file type and presetted the file filter on the type + * change: split import menu by file type and preset the file filter on the type * change: removed the currency symbol into transaction list * change: doc entirely updated with new screenshots * wish : #1388402 'Pinned' remind transaction (with no set date) @@ -277,7 +378,7 @@ * wish : #1231865 win32 add version in EXE properties * wish : #1202500 top5 spending for subcategories * wish : #995436 average in Trendtime Report - * wish : #706600 euro major convertion feature + * wish : #706600 euro major conversion feature * bugfix: #1412200 Text fields to input a new category name (or subcategories) writes in reverse (right to left) * bugfix: #1410166 add transaction crash after selecting cheque payment * bugfix: #1400403 5.0-rc Reconciled status lost at reload <=4.6.3 converted file @@ -290,7 +391,7 @@ * bugfix: #1411898 win32: (libofx 0.9.9) Incorrect encoding when reading .QFX files * bugfix: #1408966 move a category still display it in the list just after * bugfix: #1407091 5.0-rc cannot sort by clicking on C column - * bugfix: #1400381 5.0-rc Memo column empty in OFX import assitant + * bugfix: #1400381 5.0-rc Memo column empty in OFX import assistant * bugfix: #1388520 5.0-rc Internal Transfer linked choose dialog box too small * bugfix: #1384202 Alphabetical category sorting does not work when there are spaces in the name * bugfix: #1378836 Scheduled transaction display is not complete in case of internal transfer @@ -577,8 +678,8 @@ * change: xhb data file format (v0.6) * change: upgraded to gtk 2.20 / glib 2.24 * change: auto assign is done when payee or category is empty (both were necessary) - * change: rewritten the managment of internal transfer - * change: rewritten the old overdrawn report to a new more powerfull balance report + * change: rewritten the management of internal transfer + * change: rewritten the old overdrawn report to a new more powerful balance report * change: date range information above the listview in all report window * change: #695790 compile problem with gtk 2.23 with deprecated flags * change: #690024 remove deprecated gdk stuffs from gtkchart.c @@ -628,7 +729,7 @@ Made 4.3 release. * new : welcome dialog at first run and available later from the help menu - * new : a new wallet assisant to initialize categories and the first account + * new : a new wallet assistant to initialize categories and the first account * new : preset categories files for some languages loaded when creating a new wallet * new : account column in upcoming listview and report detail listview * new : utf-8 validation for csv import of payee, category, budget @@ -640,7 +741,7 @@ * bugfix: #378992 win32: libofx not always convert string to utf-8 causes partial load on file reopen * bugfix: #528923 slackware64+kde4: crashes on start / load saved files * bugfix: #528993 opening other wallet with account window open causes a crash - * bugfix: #527260 trend time report for category dont sum subcategories + * bugfix: #527260 trend time report for category don't sum subcategories * bugfix: #530290 budget problem with category and subcategories * bugfix: #492755 transfer validation validate both source + destination * bugfix: #512046 links broken and file permissions changed @@ -740,7 +841,7 @@ * bugfix: #396964 The automatic cheque numbering is no more working * bugfix: #395254 Colours not as selected * bugfix: #380642 Budget report shows an inverted Decay (screenshot Attached) - * bugfix: #329897 transaction list sort by payee doesnt work + * bugfix: #329897 transaction list sort by payee doesn't work * bugfix: using the clear button on filter was not refreshing data's * bugfix: dropping a non-homebank file was causing to close the current file * bugfix: imperial measurement units display in carcost @@ -855,7 +956,7 @@ * bugfix: #152556 balance for new ofx created account using import feature was not computed * bugfix: #238571 account window bank balances was false when modifying transaction amount * bugfix: #239939 crash was occurred when loading file with orphans transactions (deleted account) - * bugfix: #240247 editing a transaction to transfert, the invert transaction was not created + * bugfix: #240247 editing a transaction to transfer, the invert transaction was not created * bugfix: #244621 transfer inverted transaction was not validated if the source was * bugfix: #263024 removed obsolete GtkType and GtkSignalFunc * * bugfix: #207203 untranslatable string "Bank Account" and "%/%d under %s" diff --git a/Makefile.am b/Makefile.am index 0a66203..e5c6cfe 100644 --- a/Makefile.am +++ b/Makefile.am @@ -4,6 +4,13 @@ SUBDIRS = src data images mime pixmaps themes po doc +datasdir = $(datadir)/homebank/datas/ +datas_DATA = \ +ChangeLog + +EXTRA_DIST = $(datas_DATA) + + # don't forget to do a 'make check' # to ensure all files are in po/POTFILES.in @@ -18,3 +25,12 @@ DISTCLEANFILES = ... intltool-extract \ intltool-merge \ intltool-update \ po/.intltool-merge-cache + + +# we clean every folder under /usr/share/homebank as well on uninstall +uninstall-hook: + -rm -rf $(datadir)/homebank/datas + -rm -rf $(datadir)/homebank/help + -rm -rf $(datadir)/homebank/icons + -rm -rf $(datadir)/homebank/images +#-rmdir $(datadir)/homebank diff --git a/configure.ac b/configure.ac index d938d85..99db971 100644 --- a/configure.ac +++ b/configure.ac @@ -2,7 +2,7 @@ # Process this file with autoconf to produce a configure script. AC_PREREQ(2.52) -AC_INIT([homebank], [5.1.3]) +AC_INIT([homebank], [5.1.7]) #AC_INIT([homebank], [x.x-rc]) AM_CONFIG_HEADER(config.h) @@ -22,7 +22,7 @@ AC_PROG_INSTALL AC_PROG_INTLTOOL # Checks for libraries. -PKG_CHECK_MODULES(DEPS, gtk+-3.0 >= 3.12 glib-2.0 >= 2.39) +PKG_CHECK_MODULES(DEPS, gtk+-3.0 >= 3.16 glib-2.0 >= 2.39) AC_SUBST(DEPS_CFLAGS) AC_SUBST(DEPS_LIBS) AC_CHECK_LIB(m, pow) @@ -31,7 +31,7 @@ PKG_CHECK_MODULES(LIBSOUP, [libsoup-2.4 >= 2.26]) AC_SUBST(LIBSOUP_CFLAGS) AC_SUBST(LIBSOUP_LIBS) -# release flags +# general usage flags CFLAGS="${CFLAGS} -Wall -Wmissing-prototypes" # disable deprecated warnings diff --git a/debian/changelog b/debian/changelog index 085c535..9f46f4b 100644 --- a/debian/changelog +++ b/debian/changelog @@ -1,4 +1,4 @@ -homebank (5.1.3-1) unstable; urgency=medium +homebank (5.1.7-1) unstable; urgency=medium * debian/control: changed description (Closes: #734503, #639536) (LP: #155059) diff --git a/debian/copyright b/debian/copyright index f9ebabf..17499f4 100644 --- a/debian/copyright +++ b/debian/copyright @@ -6,7 +6,7 @@ It was downloaded from http://homebank.free.fr/ Upstream Author: Maxime Doyen Copyrights: - Copyright © 1995-2017 Maxime DOYEN + Copyright © 1995-2018 Maxime DOYEN License: diff --git a/doc/00-lexicon.html b/doc/00-lexicon.html index ca4ba99..c05d861 100644 --- a/doc/00-lexicon.html +++ b/doc/00-lexicon.html @@ -109,10 +109,10 @@

Cash refers to money in the physical form of currency, such as banknotes and coins.

transfer

A transfer is a method of electronic funds transfer from one person or entity to another. It can be made from one bank account to another bank account.
-  normal transfer are to be used with different bank institution

+  normal transfer are to be used with different bank institution

internal transfer

-

A transfer is a method of electronic funds transfer from one person or entity to another. It can be made from one bank account to another bank account.
-  internal transfer are to be used within the same bank institution (yours) and with same currency account

+

An internal transfer is like a normal transfer but is designed to occurs within your Financial institition only, you emit and receive money, so there is no payee.
+  internal transfer are to be used within the same bank institution (yours) and with same currency account

This is a special transfer for HomeBank, as it will link the source and destination transaction for further changes data to be synced. It means that Date, Amount (opposite), Memo, Payee and Category are synced. The status is not because the reconciliation might be different in time within accounts.

When you change the payment of a transaction to this one, HomeBank may, if some exists, also propose some target transaction for you to select within this dialog.

debit card

@@ -183,4 +183,4 @@

↑ Back to Top

- \ No newline at end of file + diff --git a/doc/dlg-acco.html b/doc/dlg-acco.html index 70d38a8..6e52129 100644 --- a/doc/dlg-acco.html +++ b/doc/dlg-acco.html @@ -47,7 +47,7 @@ Currency specify the currency of the account
-

 If the account you change contains internal xfer, any target account will change of currency as well

+

 If the account you change contains internal xfer, any target account will change of currency as well

@@ -113,4 +113,4 @@ - \ No newline at end of file + diff --git a/doc/dlg-assi.html b/doc/dlg-assi.html index 5058c21..834003e 100644 --- a/doc/dlg-assi.html +++ b/doc/dlg-assi.html @@ -60,11 +60,17 @@ - + - + @@ -73,4 +79,4 @@
Payeethe payee to optionally assign + the payee to optionally assign +

 Entering a new payee here will create it.

+
Categorythe category to optionally assign + the category to optionally assign +

 Entering a new category here will create it. Example: 'Wage:Salary'

+
Payment
- \ No newline at end of file + diff --git a/doc/dlg-curr.html b/doc/dlg-curr.html index b7443c0..dcba38c 100644 --- a/doc/dlg-curr.html +++ b/doc/dlg-curr.html @@ -13,6 +13,7 @@

Currencies dialog

The currencies dialog is used to edit, modify and manage the currencies available for the wallets.

+

Dialog call

  • main window menu: Manage / Currencies
    • @@ -27,7 +28,7 @@ Update on-line Trigger to update exchanges rate on-line. This is disabled when you only have a single currency.
    - This is an extra feature relying on third party (yahoo). + This is an extra feature relying on third party (>= 5.1.7: fixer.io, prior was yahoo).

    Currencies list

    @@ -36,7 +37,8 @@ - + @@ -51,6 +53,17 @@
    Addopen a dialog to add a new currencyopen a dialog to add a new currency
    + + see the notes below.
    Editset the selected currency to be the base currency
    + +

    Add currency notes

    +

    + - you can pick up new currencies from the official ISO 4217 list
    + - you can define a custom currency for discontinued or cryptocurrency

    + +

    When you define a custom currency, please take care of the following:
    + - the Name must be at least 3 chars long
    + - the ISO code is optional, but you cannot change it easily later on
    + - the ISO code must be 3 chars long and cannot be the same an existing ISO 4217 one +

Using the edit currency dialog

diff --git a/doc/dlg-pref.html b/doc/dlg-pref.html index 44933b1..32495dd 100644 --- a/doc/dlg-pref.html +++ b/doc/dlg-pref.html @@ -151,6 +151,7 @@

Column list

+

Removed on 5.17, now use the context menu on the transaction listview column header

Set the column to display and their order for the transaction list

↑ Back to Top

@@ -289,7 +290,7 @@ Enable enable euro minor currency support in HomeBank.
- see minor currency for more details. + see minor currency for more details.

Currency

@@ -333,4 +334,4 @@

↑ Back to Top

- \ No newline at end of file + diff --git a/doc/dlg-tran.html b/doc/dlg-tran.html index fe6c646..e0470ec 100644 --- a/doc/dlg-tran.html +++ b/doc/dlg-tran.html @@ -33,14 +33,14 @@ - + + - the +/- button toggle between income/expense @@ -63,11 +63,16 @@ - + - + @@ -94,4 +99,4 @@
Datedate 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		date of the transaction (dd.mm.yy). +

 you can use keys combination to change the date.

+

 the right side button pop-up a full calendar
Amount amount of the transaction
- - the right side +/- button toggle between income/expense
Payment
Payeepayee of the transaction, see payee definition for further details. + payee of the transaction, see payee definition for further details. +

 Entering a new payee here will create it.

+
Categorycategory of the transaction, see category definition for further details.category of the transaction, see category definition for further details. +

 Entering a new category here will create it. Example: 'Wage:Salary'

+
Memo
- \ No newline at end of file + diff --git a/doc/frm-main.html b/doc/frm-main.html index 01a0263..65d719a 100644 --- a/doc/frm-main.html +++ b/doc/frm-main.html @@ -9,10 +9,10 @@


-

© Copyright 1995-2017 by Maxime Doyen
+

© Copyright 1995-2018 by Maxime Doyen
All Rights Reserved

-

Version: 5.1.3
- Compilation date: January 22th, 2017


+

Version: 5.1.7
+ Compilation date: Jan 8th, 2018


diff --git a/doc/images/d-info.png b/doc/images/d-info.png new file mode 100644 index 0000000..df87def Binary files /dev/null and b/doc/images/d-info.png differ diff --git a/doc/images/d-warn.png b/doc/images/d-warn.png new file mode 100644 index 0000000..219432c Binary files /dev/null and b/doc/images/d-warn.png differ diff --git a/doc/menu-main.html b/doc/menu-main.html index 7d1ffaf..6411b0c 100644 --- a/doc/menu-main.html +++ b/doc/menu-main.html @@ -212,16 +212,24 @@ Open the local help (on disk) - Get Help On-line - Ask a question to the community (on-line) + Get Help On-line... + Open a browser to the support page - Translate this Application - Translate to your language (on-line) + Check for updates... + Open a browser to the download page + + + Release Notes + Open the Release notes that keeps any chnage made to each release Report a problem - Report a bug (on-line) + Open a browser to a tutorial on how to report a bug + + + Translate this Application + Translate to your language (on-line) About @@ -230,4 +238,4 @@ - \ No newline at end of file + diff --git a/doc/use-auto_addition.html b/doc/use-auto_addition.html index 8ae2d9e..2bfae45 100644 --- a/doc/use-auto_addition.html +++ b/doc/use-auto_addition.html @@ -39,8 +39,12 @@

By default the scheduled transactions will be automatically inserted at their due date every time you open your HomeBank file.

You can change this behavior from the file properties dialog with 2 options:

To insert transaction to their due date again, insert 0 days in advance the current date. You can also reach this configuration dialog from the main-window menu Transaction/Set scheduler...

The insertion at program start can be changed from the preferences dialog

@@ -52,4 +56,4 @@

- \ No newline at end of file + diff --git a/doc/win-account.html b/doc/win-account.html index 2df28b0..c29e3c6 100644 --- a/doc/win-account.html +++ b/doc/win-account.html @@ -19,10 +19,12 @@

Menu

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.

+

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.

+

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.

+

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.

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.

@@ -35,7 +37,9 @@
  • 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:

    +

    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 balance area contains the balance summary of the wallet (all accounts), 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.

    Where your money goes

    -

    The small report show you the top 5 category spending for a predefined period. You can define the default period from the preferences and change into this main window when needed.

    -

    The top 5 categories are showed, with amount and rate, also a total balance for the period is displayed. And of course a nice pie chart !

    +

    The small report show you the top 10 category spending for a predefined period. You can define the default period from the preferences and change into this main window when needed.

    +

    The top 10 categories are showed, with amount and rate, also a total balance for the period is displayed. And of course a nice donut chart !

    Scheduled transactions (next occurrence)

    This list displays the next occurrence of scheduled (automated) transaction and their state, especially: