Transactions dialog

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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

- main window menu: Transaction / Add...
- main window tool-bar.
- from the account window-menu: Transaction / Add... / Inherit... / Edit...
- from the account window transaction list: by double-click on an transaction

## Using transaction dialog

The 'Add' button enable to add an transaction and keep the transaction dialog open to add more transactions.

### 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). - use shift key + arrow up/down to increase/decrease date. - the right side button pop-up a full calendar
Amount | amount of the transaction - the right side +/- 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 To account | 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 | payee of the transaction, see payee definition for further details.
Category | category of the transaction, see category definition for further details.
Memo | memo of transaction. and optionally vehicle cost data's, see vehicle cost.
Tags | tags of the transaction, see tag definition for further details.
Status | The different status a transaction can have: None Cleared Reconciled Remind when you are in add mode, if you set this option, a transaction of the opposite amount will be inserted also (marked in the list with an '!'), this is very useful when you lent money and don't want to forget about it. The remind transaction are never computed into the balances and are always displayed.