4 <meta content=
"text/html; charset=utf-8" http-equiv=
"CONTENT-TYPE">
5 <meta content=
"noindex" name=
"robots">
6 <title>Account window
</title>
7 <link href=
"help.css" rel=
"stylesheet" type=
"text/css">
14 <h1>Account window
</h1>
15 <p>The account window is used to manage one account at a time. It is the basis of every actions dealing with transactions.
<br>
16 Every action on transaction are done here.
</p>
18 <div class=
"rounded content">
19 <div class=
"gtkshot right"><img src=
"images/win-account1.png"></div>
20 <h2><img align=
"bottom" border=
"0" height=
"12" id=
"graphics5" name=
"graphics5" src=
"images/1.png" width=
"12"> Menu
</h2>
21 <p>The
<a href=
"menu-account.html">menu
</a> is the start of every actions on transactions.
</p>
22 <p><img src=
"images/d-warn.png"> <span class=
"warning">v5.1
.7 feature an experimental export transaction to PDF file under the Testing menu.
</span></p>
24 <h2><img align=
"bottom" border=
"0" height=
"12" id=
"graphics7" name=
"graphics7" src=
"images/2.png" width=
"12"> Balance
</h2>
25 <p>The balance area contains the balance summary of the account, see
<a href=
"misc-balance.html">this page
</a> for details. If the minor option is checked in the preferences, a minor toggle button appear here, see
<a href=
"misc-euro.html">this page
</a> for details.
</p>
26 <h2><img border=
"0" height=
"12" src=
"images/3.png" width=
"12"> Quick search
</h2>
27 <p>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.
</p>
28 <h2><img align=
"bottom" border=
"0" height=
"12" id=
"graphics15" name=
"graphics15" src=
"images/4.png" width=
"12"> Quick filter area
</h2>
29 <p>On the left, the account title is displayed.
<br>
30 Theses widgets will enable you to quickly filter the transaction list without opening the
<a href=
"dlg-filt.html">filter dialog
</a>.
</p>
31 <p><strong>Range
</strong> : Quick change the date range, a tool-tip is displayed when you hover this widget and display the exact date range.
</p>
32 <p><strong>Type
</strong> : Restrict the list-view to expense or income.
</p>
33 <p><strong>Status
</strong> : Restrict the list-view to uncategorized or unreconciled.
</p>
34 <h2><img align=
"bottom" border=
"0" height=
"12" id=
"graphics13" name=
"graphics13" src=
"images/5.png" width=
"12"> Selected transaction informations
</h2>
36 <li>Number of items displayed with total amount
</li>
37 <li>Number of transaction selected and the amount sum
</li>
39 <h2><img align=
"bottom" border=
"0" height=
"12" id=
"graphics8" name=
"graphics8" src=
"images/6.png" width=
"12"> Transaction list
</h2>
40 <p>The list show you a summary of every transaction in the account. You can use the
<a href=
"dlg-filt.html">filter dialog
</a> if necessary. Or even change the sort order by clicking on the column title.
<br>
41 The Balance column is only displayed when sort is by date ascending/descending, it is hidden otherwise.
</p>
42 <p>Double-click works as follow, depending of the transaction selected:
</p>
44 <li>one is selected: you open the
<a href=
"dlg-tran.html">transaction dialog
</a> in Edit mode
</li>
45 <li>multiple are selected: you can edit from menu or tool-bar and open
<a href=
"dlg-mult.html">multi transaction dialog
</a></li>
47 <p>The first column indicate the change made to the transaction:
</p>
49 <li><img align=
"bottom" border=
"0" height=
"16" src=
"images/document-new.png" width=
"16"> transaction added
</li>
50 <li><img align=
"bottom" border=
"0" height=
"16" src=
"images/hb-ope-edit.png" width=
"16"> transaction modified
</li>
52 <p>The Status column indicate the status of a transaction:
</p>
54 <li><img src=
"images/hb-ope-cleared.png"> :
<a href=
"00-lexicon.html#txncleared">cleared
</a></li>
55 <li><img src=
"images/hb-ope-reconciled.png"> :
<a href=
"00-lexicon.html#txnreconciled">reconciled
</a></li>
56 <li><img src=
"images/hb-ope-remind.png"> :
<a href=
"00-lexicon.html#txnremind">remind
</a></li>
58 <p>Some hot-keys are available to quickly change the status of a transaction.
</p>Here's a few tips:
<br>
59 <table class=
"hotkeys">
61 <td><img src=
"images/key_ctrl.png"> +
<img src=
"images/key_r.png"></td>
62 <td>- on an unreconciled transaction will
<em>Reconcile
</em><br>
63 - on a Reconciled transaction will ask for confirmation and toggle to
<em>Cleared
</em></td>
66 <td><img src=
"images/key_ctrl.png"> +
<img src=
"images/key_c.png"></td>
67 <td>- has no effect on a
<em>Reconciled
</em> transaction
<br>
68 - on a
<em>Cleared
</em> transaction will unclear it
</td>
71 <td><img src=
"images/key_ctrl.png"> +
<img src=
"images/key_n.png"></td>
72 <td>- will change the status to
<em>None
</em></td>
75 <h2><img align=
"bottom" border=
"0" height=
"12" id=
"graphics6" name=
"graphics6" src=
"images/7.png" width=
"12"> Tool bar
</h2>
76 <p>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.
</p>