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).
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
|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 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.|
The different status a transaction can have: