The transaction dialog is used to add, edit and manage the transactions.
Please refer to the tip & tricks for additional informations.
The 'Add' button enable to add an transaction and keep the transaction dialog open to add more transactions.
Select a source template definition to fill in the transaction dialog fields.
Date | date 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 |
---|---|
Amount | amount of the transaction - the right side +/- button toggle between income/expense |
Payment | payment for the transaction. It will be displayed as small icons. See the lexicon for payment detail |
Of notebook 2 To account |
these fields appears depending on the payment selected: for cheque: select the 2nd cheque notebook for internal transfer: select the destination account |
Info | additional informations such as real date or value date, cheque numbers, other numbers related to the transaction. this field is automatically filled for cheque numbers. |
Account | account the transaction should be attached to. |
Payee | payee of the transaction, see payee definition for further details. |
Category | category of the transaction, see category definition for further details. |
Memo | memo of transaction. and optionally vehicle cost data's, see vehicle cost. |
Tags | tags of the transaction, see tag definition for further details. |
Status |
The different status a transaction can have:
|