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<div class="head"></div>
<h1>Transactions dialog</h1>
<div class="gtkshot">
<IMG SRC="images/04transaction1.png">
</div>
<P>The transaction dialog is used to add, edit and manage the
<A HREF="02concepts.html#transactions">transactions</A>.<BR>Read also
the <A HREF="03transactions.html">working with transactions</A> to
know more about HomeBank possibilities.
</P>
<h2>Dialog call</h2>
<P>This dialog can be called in the following way:
</P>
<UL>
<LI> from the mainwindow-menu:
Transaction / Add...
<LI> from the mainwindow-toolbar.
<LI> from the account window-menu:
Transaction / Add... / Inherit... / Edit...
<LI> from the accountwindow transaction list: by double-click on
an transaction
</UL>
<h2>Using transaction dialog</h2>
<P>The 'Add' button enable to add an transaction and keep the
transaction dialog open to add more transactions.
</P>
<h3><IMG SRC="images/1.png" NAME="graphics5" ALIGN=BOTTOM WIDTH=12 HEIGHT=12 BORDER=0>
General infos</h3>
<table class="widgetinfo">
<TR>
<td class="wname">
<P>Date
</P>
</TD>
<td class="winfo">
<P>date of the transaction (dd.mm.yy).<BR>- use shift key + arrow
up/down to increase/decrease date.<BR>- the right side button
popup a full calendar
</P>
</TD>
</TR>
<TR>
<td class="wname">
<P>Description
</P>
</TD>
<td class="winfo">
<P>description of transaction.<BR>and optionally vehicle cost data's,
see <A HREF="05cost.html">vehicle cost</A>.
</P>
</TD>
</TR>
<TR>
<td class="wname">
<P>Amount
</P>
</TD>
<td class="winfo">
<P>amount of the transaction<BR>- the right side +/- button toggle
between income/expense
</P>
</TD>
</TR>
<TR>
<td class="wname">
<P>Account
</P>
</TD>
<td class="winfo">
<P>account the transaction should be attached to.
</P>
</TD>
</TR>
<TR>
<td class="wname">
<P>Validated
</P>
</TD>
<td class="winfo">
<P>when the transaction has been checked with your bank statement,
you can mark transaction as 'validated'.<BR>the amount will be
then integrated in the bank balance.
</P>
</TD>
</TR>
<TR>
<td class="wname">
<P>Remind
</P>
</TD>
<td class="winfo">
<P>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 <A HREF="03transactions.html#remind">working with transaction</A>.
</P>
</TD>
</TR>
</TABLE>
<h3><IMG SRC="images/2.png" NAME="graphics6" ALIGN=BOTTOM WIDTH=12 HEIGHT=12 BORDER=0>
Optional infos</h3>
<table class="widgetinfo">
<TR>
<td class="wname">
<P>Payment
</P>
</TD>
<td class="winfo">
<P>payment for the transaction. It will be displayed as small
icons. Possible values are:
</P>
<UL>
<li> (none)
<li> credit card
<li> check
<li> cash
<li> transfer
<li> internal transfer
<li> debit card
<li> standing order
<li> electronic payment
<li> deposit
<li> fi fee
</UL>
</TD>
</TR>
<TR>
<td class="wname">
<P><BR>Of notebook 2<BR>To account
</P>
</TD>
<td class="winfo">
<P>these fields appears depending on the payment selected:<BR>for
cheque: select the 2nd cheque notebook for internal transfer:
select the destination account
</P>
</TD>
</TR>
<TR>
<td class="wname">
<P>Info
</P>
</TD>
<td class="winfo">
<P>additional informations about payment, such as value date,
numbers, cheque numbers.<BR>this is automatically filled for
cheque numbers.
</P>
</TD>
</TR>
<TR>
<td class="wname">
<P>Payee
</P>
</TD>
<td class="winfo">
<P>payee of the transaction, see <A HREF="02concepts.html#payee">basic
concepts</A> for further details.
</P>
</TD>
</TR>
<TR>
<td class="wname">
<P>Category
</P>
</TD>
<td class="winfo">
<P>category of the transaction, see <A HREF="02concepts.html#category">basic
concepts</A> for further details.
</P>
</TD>
</TR>
<TR>
<td class="wname">
<P>Tags
</P>
</TD>
<td class="winfo">
<P>tags of the transaction, see <A HREF="02concepts.html#tags">basic
concepts</A> for further details.
</P>
</TD>
</TR>
</TABLE>
<h3><IMG SRC="images/3.png" NAME="graphics7" ALIGN=BOTTOM WIDTH=12 HEIGHT=12 BORDER=0>
Fill with archive</h3>
Select a source <A HREF="02concepts.html#archives">archive</A>
to fill in the transaction dialog fields.
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