1 <!DOCTYPE html PUBLIC
"-//W3C//DTD HTML 4.01//EN">
5 <meta http-equiv=
"content-type" content=
"text/html; charset=utf-8">
7 <title>Accounts dialog
</title>
8 <link rel=
"stylesheet" href=
"help.css" type=
"text/css">
18 <h1>Accounts dialog
</h1>
20 <p>The accounts dialog is used to add, edit and manage the
21 <a href=
"00-lexicon.html#accounts">accounts
</a> of the current
27 <li>mainwindow-menu: Manage / Accounts
</li>
29 <li>mainwindow-toolbar.
</li>
33 <div class=
"rounded content">
35 <h2>Using accounts dialog
</h2>
37 <p><img class=
"gtkshot right" src=
"images/dlg-account1.png"></p>
39 <h3><img src=
"images/1.png"> Account list
</h3>
41 <p>display the actual list of accounts in the wallet. The account
42 at the top of the list will be the one to be displayed when
43 opening your wallet. You can easily change the accounts order
44 using Drag
&Drop process.
</p>
46 <h3><img src=
"images/2.png"> Buttons
</h3>
48 <table class=
"widgetinfo">
52 <td>remove the active account. This is only possible if the
53 account has no transactions.
</td>
59 <td>add a new empty account.
</td>
63 <h3><img src=
"images/3.png"> Informations
</h3>
65 <table class=
"widgetinfo">
69 <td>specify a name that identify the account.
</td>
75 <td>specify the type of the account
</td>
81 <td>specify the bank account number itself.
</td>
87 <td>specify the bank name where the account is
92 <th>This account was closed
</th>
94 <td>specify the bank account is closed.
</td>
98 <h3><img src=
"images/4.png"> Usage options
</h3>
100 <table class=
"widgetinfo">
102 <th>Exclude from account summary
</th>
104 <td>the account will must not be used into the account
105 summary list of the main window.
</td>
109 <th>Exclude from the budget
</th>
111 <td>the account will not be used for the budget datas.
</td>
115 <th>Exclude from any reports
</th>
117 <td>the account will not be used for any report datas.
</td>
121 <h3><img src=
"images/5.png"> Balances
</h3>
123 <table class=
"widgetinfo">
127 <td>specify the initial balance amount, i.e the balance
128 before the first transaction.
</td>
134 <td>specify the balance threshold, if you have an authorized
135 balance, this will be used in the
<a href=
136 "05over.html">Balance
</a> report window.
</td>
140 <h3><img src=
"images/6.png"> Current cheque number
</h3>
142 <table class=
"widgetinfo">
146 <td>specify the next cheque number of pad1 to be used (this
147 is auto updated later when you add some transactions).
</td>
153 <td>some of the above but for a second cheque pad (for a