homebank-data 4.5.5-2 / usr / share / doc / homebank-data / help / win-account.html

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<!DOCTYPE html PUBLIC "-//W3C//DTD HTML 4.01//EN">

<html>
<head>
  <meta http-equiv="CONTENT-TYPE" content="text/html; charset=utf-8">

  <title>Account window</title>
  <link rel="stylesheet" href="help.css" type="text/css">

</head>

<body id="top">
  <div class="dochead">
    HomeBank User manual
  </div>

  <div class="title">
  <h1>Account window</h1>


  <p>The account window is used to manage one account at a time. It is the
  basis of every actions dealing with transactions.<br>
  Every action on transaction are done here.</p>

</div>

  <div class="rounded content">
   <div class="gtkshot right"><img src="images/win-account1.png"></div>

 
  <h2><img src="images/1.png" name="graphics5" align="bottom" width="12"
  height="12" border="0" id="graphics5"> Menu</h2>

  <p>The menu is the start of every actions on transactions.</p>

  <h2><img src="images/2.png" name="graphics6" align="bottom" width="12"
  height="12" border="0" id="graphics6"> Tool bar</h2>

  <p>The toolbar 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>

  <h2><img src="images/3.png" name="graphics7" align="bottom" width="12"
  height="12" border="0" id="graphics7"> Balance</h2>

  <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-minor.html">this page</a> for details.</p>

  <h2><img src="images/4.png" name="graphics15" align="bottom" width="12"
  height="12" border="0" id="graphics15"> Quick filter area</h2>

  <p>On the left, the account title is displayed.<br>
  Theses widgets will enable you to quickly filter the transaction list
  without opening the <a href="dlg-filt.html">filter dialog</a>.</p>

  <p><strong>Range</strong> : Quick change the date range, a tooltip is
  displayed when you hover this widget and display the exact date
  range.</p>

  <p><strong>Type</strong> : Restrict the listview to expense or
  income.</p>

  <p><strong>Status</strong> : Restrict the listview to uncategorized or
  unreconciled.</p>

  <h2><img src="images/5.png" name="graphics13" align="bottom" width="12"
  height="12" border="0" id="graphics13"> Selected transaction
  informations</h2>

  <ul>
    <li>Number of items displayed with total amount</li>

    <li>Number of transaction selected and the amount sum</li>
  </ul>

  <h2><img src="images/6.png" name="graphics8" align="bottom" width="12"
  height="12" border="0" id="graphics8"> Transaction list</h2>

  <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>
  Double-click works as follow, depending of the transaction selected:</p>

  <ul>
    <li>one is selected: you open the <a href="dlg-tran.html">transaction
    dialog</a> in Edit mode</li>

    <li>multiple are selected: while keep shift key pressed, you will edit
    and set the column last clicked and the dialog will be pre-filled with
    the column/transaction value clicked on.</li>
  </ul>

  <p>The status column indicate the change made to the transaction:</p>

  <ul>
    <li><img src="images/win-main_added.png" name="graphics9" align="bottom"
    width="16" height="16" border="0" id="graphics9"> transaction
    added</li>

    <li><img src="images/win-main_edited.png" name="graphics10" align=
    "bottom" width="16" height="16" border="0" id="graphics10"> transaction
    modified</li>

    <li><img src="images/win-main_validated.png" name="graphics11" align=
    "bottom" width="16" height="16" border="0" id="graphics11"> transaction
    is validated</li>

    <li><img src="images/win-main_reminded.png" name="graphics12" align=
    "bottom" width="16" height="16" border="0" id="graphics12"> transaction
    is a remind</li>
  </ul>
  
  </div>

</body>
</html>

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