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9 <title>Transactions dialog
</title>
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"stylesheet" href=
"help.css" type=
"text/css">
20 <h1>Transaction dialog
</h1>
22 <p>The transaction dialog is used to add, edit and manage the
23 <a href=
"00-lexicon.html#transactions">transactions
</a>.
</p>
25 <p>Please refer to the
<a href=
"use-tipsandtricks.html">tip & tricks
</a>
26 for additional informations.
</p>
32 <li>mainwindow-menu: Transaction / Add...
</li>
34 <li>mainwindow-toolbar.
</li>
36 <li>from the account window-menu: Transaction / Add... /
37 Inherit... / Edit...
</li>
39 <li>from the account window transaction list: by double-click on
44 <div class=
"rounded content">
46 <h2>Using transaction dialog
</h2>
48 <p><img class=
"gtkshot right" src=
49 "images/dlg-transaction1.png"></p>
51 <p>The 'Add' button enable to add an transaction and keep the
52 transaction dialog open to add more transactions.
</p>
54 <h3><img src=
"images/1.png" width=
"12" height=
"12" border=
"0"> Transaction details
</h3>
56 <table class=
"widgetinfo">
60 <td>date of the transaction (dd.mm.yy).
<br>
61 - use shift key + arrow up/down to increase/decrease
63 - the right side button popup a full calendar
</td>
69 <td>amount of the transaction
<br>
70 - the right side +/- button toggle between
78 payment for the transaction. It will be displayed as small
87 <td>these fields appears depending on the payment
89 for cheque: select the
2nd cheque notebook for internal
90 transfer: select the destination account
</td>
96 <td>additional informations such as real date or value
97 date, cheque numbers, other numbers related to the transaction.
<br>
98 this field is automatically filled for cheque numbers.
</td>
104 <td>account the transaction should be attached to.
</td>
108 <h3><img src=
"images/2.png" width=
"12" height=
"12" border=
"0"> Transaction details
</h3>
110 <table class=
"widgetinfo">
114 <td>payee of the transaction, see
<a href=
115 "00-lexicon.html#payee">payee definition
</a> for further
122 <td>category of the transaction, see
<a href=
123 "00-lexicon.html#category">category definition
</a> for further
130 <td>memo of transaction.
<br>
131 and optionally vehicle cost data's, see
<a href=
132 "use-vehiclecost.html">vehicle cost
</a>.
</td>
138 <td>tags of the transaction, see
<a href=
139 "00-lexicon.html#tags">tag definition
</a> for further
146 <td>when the transaction has been checked with your bank
147 statement, you can mark transaction as 'validated'.
<br>
148 the amount will be then integrated in the bank balance.
</td>
154 <td>when you are in add mode, if you set this option, an
155 transaction of the opposite amount will be inserted also
156 (marked in the list with an '!'), this is very useful when
157 you lent money and don't want to forget about it. The remind
158 transaction are never computed into the balances and are
159 always displayed. an transaction can be a transparent
160 reminder when this is checked. See
<a href=
161 "00-lexicon.html#remind">remind definition
</a>.
</td>
165 <h3><img src=
"images/3.png" name=
"graphics7" align=
"bottom"
166 width=
"12" height=
"12" border=
"0" id=
"graphics7"> Fill in with
169 <p>Select a source
<a href=
"00-lexicon.html#template">template definition
</a>
170 to fill in the transaction dialog fields.
</p>