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Transaction dialog

The transaction dialog is used to add, edit and manage the transactions.

Please refer to the tip & tricks for additional informations.

Dialog call

Dialog action buttons

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


Using transaction dialog

Type of transaction

the type of the transaction, between: Expense / Income / Transfer.
Transfer is the internal transfer of <v5.3.

Use a template

Select a source template definition to fill in the transaction dialog fields.

Transaction details

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
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.

 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'

Status The different status a transaction can have:
Memo memo of transaction.
and optionally vehicle cost data's, see vehicle cost.
Tags tags of the transaction, see tag definition for further details.