Différences
Ci-dessous, les différences entre deux révisions de la page.
Les deux révisions précédentesRévision précédenteProchaine révision | Révision précédente | ||
logiciel:bureautique:homebank:aide [2024/07/17 13:16] – [Transactions] admin | logiciel:bureautique:homebank:aide [2024/07/17 17:52] (Version actuelle) – admin | ||
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Ligne 224: | Ligne 224: | ||
{{logiciel: | {{logiciel: | ||
- | ;d=xxxxxx | + | ? d=xxxxxx |
:the odometer at refuel time\\ ex.: d=92458 | :the odometer at refuel time\\ ex.: d=92458 | ||
- | ;v=xx.xx | + | ? v=xx.xx |
:the fuel volume for a full refuel\\ ex.: v=45.23 | :the fuel volume for a full refuel\\ ex.: v=45.23 | ||
- | ;v~xx.xx | + | ? v~xx.xx |
:the fuel volume for a partial refuel\\ ex.: v~15.41 | :the fuel volume for a partial refuel\\ ex.: v~15.41 | ||
Ligne 558: | Ligne 558: | ||
=== Account === | === Account === | ||
- | | + | |
:export transaction to a QIF file | :export transaction to a QIF file | ||
- | | + | |
:export transaction to a CSV file, see CSV file format | :export transaction to a CSV file, see CSV file format | ||
- | | + | |
:close the account window | :close the account window | ||
=== Transaction === | === Transaction === | ||
- | | + | |
:open the transaction dialog in Add mode | :open the transaction dialog in Add mode | ||
- | | + | |
:open the transaction dialog pre-fill it with the selected transaction | :open the transaction dialog pre-fill it with the selected transaction | ||
- | | + | |
:open the transaction dialog in Edit mode | :open the transaction dialog in Edit mode | ||
- | | + | |
:change the status to none => confirmation will be asked if already Reconciled | :change the status to none => confirmation will be asked if already Reconciled | ||
- | | + | |
:toggle cleared state if possible => no effect on a Reconciled transaction | :toggle cleared state if possible => no effect on a Reconciled transaction | ||
- | | + | |
:toggle reconciled state if possible => confirmation will be asked if already Reconciled | :toggle reconciled state if possible => confirmation will be asked if already Reconciled | ||
- | | + | |
:create some template from the selected transaction(s) | :create some template from the selected transaction(s) | ||
- | | + | |
:delete the selected transaction(s) | :delete the selected transaction(s) | ||
=== Actions === | === Actions === | ||
- | | + | |
:run automatic assignment rules on the current account, see automatic assignments | :run automatic assignment rules on the current account, see automatic assignments | ||
=== Tools === | === Tools === | ||
- | | + | |
:open the filter dialog | :open the filter dialog | ||
- | | + | |
:After a confirmation, | :After a confirmation, | ||
Ligne 1146: | Ligne 1146: | ||
=== Transaction === | === Transaction === | ||
- | | + | |
:format must be DD-MM-YY | :format must be DD-MM-YY | ||
- | | + | |
:from 0=none to 10=FI fee | :from 0=none to 10=FI fee | ||
- | | + | |
:a string | :a string | ||
- | | + | |
:a payee name | :a payee name | ||
- | | + | |
:a string | :a string | ||
- | | + | |
:a number with a ' | :a number with a ' | ||
- | | + | |
:a full category name (category, or category: | :a full category name (category, or category: | ||
- | | + | |
:tags separated by space | :tags separated by space | ||
:tag is mandatory since v4.5 | :tag is mandatory since v4.5 | ||
Ligne 1167: | Ligne 1167: | ||
<code -> | <code -> | ||
- | 15-02-04;0;;;Some cash;-40,00;Bill: | + | 15-02-04?0???Some cash?-40,00?Bill: |
- | 15-02-04;1;;;Internet DSL;-45,00;Inline service/ | + | 15-02-04?1???Internet DSL?-45,00?Inline service/ |
... | ... | ||
</ | </ | ||
Ligne 1174: | Ligne 1174: | ||
=== Budget === | === Budget === | ||
- | | + | |
: | : | ||
- | | + | |
: = monthly | : = monthly | ||
- | | + | |
: = month value | : = month value | ||
- | | + | |
:the category name | :the category name | ||
- | | + | |
: | : | ||
- | | + | |
: if the type is monthly | : if the type is monthly | ||
- | | + | |
: if type month value | : if type month value | ||
Ligne 1192: | Ligne 1192: | ||
<code -> | <code -> | ||
- | *;Fuel; | + | *?Fuel; |
- | ;Domestic animals; | + | ? Domestic animals; |
*; | *; | ||
... | ... | ||
Ligne 1200: | Ligne 1200: | ||
=== Category === | === Category === | ||
- | | + | |
: | : | ||
- | | + | |
: = category | : = category | ||
- | | + | |
: = subcategory | : = subcategory | ||
- | | + | |
: | : | ||
? - | ? - | ||
Ligne 1212: | Ligne 1212: | ||
? + | ? + | ||
: = income | : = income | ||
- | | + | |
:the category name | :the category name | ||
Ligne 1227: | Ligne 1227: | ||
=== Payee === | === Payee === | ||
- | | + | |
:the name of the payee | :the name of the payee | ||