X-Git-Url: https://git.brokenzipper.com/gitweb?a=blobdiff_plain;f=doc%2Fdlg-tran.html;h=e0470ec4d4c06831a7dc0239c3b2f629fbffebee;hb=HEAD;hp=c8c3ee79b9862441b92daf2e9834cdb2a6d9c4df;hpb=27f6e3b112df235c8e9afc9911b1f6bce208a001;p=chaz%2Fhomebank diff --git a/doc/dlg-tran.html b/doc/dlg-tran.html index c8c3ee7..e0470ec 100644 --- a/doc/dlg-tran.html +++ b/doc/dlg-tran.html @@ -1,174 +1,102 @@ - - +
- - - + +The transaction dialog is used to add, edit and manage the - transactions.
- -Please refer to the tip & tricks - for additional informations.
- - -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.
- -Date | - -date of the transaction (dd.mm.yy). - - use shift key + arrow up/down to increase/decrease - date. - - the right side button popup 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. - | -
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. | -
Reconciled | - -when the transaction has been checked with your bank
- statement, you can mark transaction as 'validated'. - the amount will be then integrated in the bank balance. |
-
Remind | - -when you are in add mode, if you set this option, an - transaction of the opposite amount will be inserted also - (marked in the list with an '!'), this is very useful when - you lent money and don't want to forget about it. The remind - transaction are never computed into the balances and are - always displayed. an transaction can be a transparent - reminder when this is checked. See remind definition. | -
Select a source template definition - to fill in the transaction dialog fields.
- +
+
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).
+ you can use keys combination to change the date. +the right side button pop-up a full calendar |
+
---|---|
Amount | +amount of the transaction + - the +/- 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.
+ Entering a new payee here will create it. + |
+
Category | +category of the transaction, see category definition for further details.
+ Entering a new category here will create it. Example: 'Wage:Salary' + |
+
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:
+
|
+