The account window is used to manage one account at a time. It is the
basis of every actions dealing with transactions.
Every action on transaction are done here.
The menu is the start of every actions on transactions.
The balance area contains the balance summary of the account, see this page for details. If the minor option is checked in the preferences, a minor toggle button appear here, see this page for details.
The quick search will permit to filter the transaction list instantly on text column. The search apply to all columns except status, date and amount columns.
On the left, the account title is displayed.
Theses widgets will enable you to quickly filter the transaction list
without opening the filter dialog.
Range : Quick change the date range, a tooltip is displayed when you hover this widget and display the exact date range.
Type : Restrict the listview to expense or income.
Status : Restrict the listview to uncategorized or unreconciled.
The list show you a summary of every transaction in the account. You can use the filter dialog if necessary. Or even change the sort order by clicking on the column title. Double-click works as follow, depending of the transaction selected:
The first column indicate the change made to the transaction:
The C column indicate the status of a transaction:
You can use the keyboard key R and C to quickly change the status of a transaction.
Here's a few tips:
- R key on an unreconciled transaction will Reconcile
- R key on an already reconciled transaction will ask for confirmation and toggle to cleared
- C key has no effect on a Reconciled transaction
- C key on a cleared transaction will unclear it
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.