The transaction dialog is used to add, edit and manage the transactions.
Please refer to the tip & tricks for additional informations.
The transaction dialog enables to input several transaction to the chain.
Both [Add & Keep] and [Add] button will add a transaction.
Then, the behaviour to input a next one, depends on the button you click and the preference you have set:
the [Add & Keep] button
the [Add] button
the type of the transaction, between: Expense / Income / Transfer.
Transfer is the internal transfer of <v5.3.
Select a source template definition to fill in the transaction dialog fields.
Starting 5.5.5, the list display the 'memo' field if it is not empty, otherwise it display '(no memo) payee / category'.
Date | date of the transaction - the input and display is based on your locale, so the order can be dmy / mdy / ymd, the display uses (strftime %x). - you can input: day, day/month or month/day (depending your locale) without year, or a complete date, with 2 or 4 digits for the year. - if you input a bad date, the date will be reversed to today's date and the input switched to warning (orange border in Adwaita, may be different for other themes)
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Amount | amount of the transaction use the top Expense/Income to change the sign |
Account | account the transaction should be attached to. |
Of notebook 2 To account |
these fields appears depending on the payment selected: for cheque: select the 2nd cheque notebook for internal transfer: select the destination account |
Payment | payment for the transaction. It will be displayed as small icons. See the lexicon for payment detail |
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. |
Payee |
payee of the transaction, see payee definition for further details.
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Category | category of the transaction, see category definition for further details.
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Status |
The different status a transaction can have:
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Memo | memo of transaction. and optionally vehicle cost data's, see vehicle cost. |
Tags | tags of the transaction, see tag definition for further details. |