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authorallenforsythe <allenforsythe>2003-05-17 01:12:52 (UTC)
committer allenforsythe <allenforsythe>2003-05-17 01:12:52 (UTC)
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+<html>
+
+<head>
+
+<title>QashMoney Help</title>
+<meta http-equiv="content-type" content="text/html; charset=ISO-8859-1">
+
+</head>
+
+<body>
+<center><b>QashMoney</b></center>
+
+<br><center>Welcome to QashMoney help. This file should help you get started
+using QashMoney quickly! </center>
+
+<br><center><b>Main Window</b></center>
+
+<br>When you start the application, the Main Window will appear. This window
+consists of account buttons and the account display which shows you the account
+names and balances for each account. Parent accounts are to the left
+and child accounts are indented. By default, child accounts contribute
+to the balance of their respective parents. Parent accounts are used only for viewing
+transactions for the child accounts beneath them as well as deleting and clearing/reseting
+transactions in those child accounts. As such, parent accounts with child accounts will
+not accept transactions.
+
+<p><b>NOTE:</b> The columns in the account and transaction display windows default to a reasonable but
+static width. You can press in between the columns and drag to resize them to your liking and QashMoney will remember
+these widths.
+
+<center><br><img src="mainwindow.png" ></center>
+
+<br><img src="/opt/QtPalmtop/pics/new.png"> Press this button to add a new account to the list.
+
+<br><img src="/opt/QtPalmtop/pics/edit.png"> Press this button to edit the name, description,
+and currency that has been assigned to the account.&nbsp; The other parameters of the account are not editable.
+
+<br><img src="/opt/QtPalmtop/pics/delete.png"> Press this button to delete an account that you've added. When you
+delete a child account, all of its transactions will also be deleted so be careful with this. You can only delete a parent
+account if it has no child accounts.
+
+<br><img src="/opt/QtPalmtop/pics/transfer.png"> Press this button to transfer money between accounts. This is a toggle button
+and will stay down when you press it. Next, select two accounts from the account list. These will become the accounts
+between which funds are transferred. The money is transferred from the account you tap first and transferred to the account you tap second.
+A popup dialog will appear after you tap two accounts and looks like this:
+
+<center><br><img src="transferwindow.png" ></center>
+
+<br>To complete the transfer, enter the date and amount. Check the cleared check box to set this transfer cleared.
+
+<br><br><center><b>Add Account</b></center>
+
+<br><center><img src="newaccountwindow.png"></center>
+
+<br>Use the Add Account dialog to add accounts. The initial
+balance may be typed in manually or you can push the calculator to enter
+the amount with the stylus. Next, select the currency pulldown menu to choose
+the currency for this account. If currency support is disabled, this box will be disabled.
+ You'll notice that the date line is disabled. Dates may only
+be entered by pressing the calendar button and selecting the date. Today's date is put into the
+calendar entry line by default. If you select this to a child account,
+a pulldown menu will appear so you can select its parent account. Using the Type
+pulldown menu, you may select any type of equity or liability account. If you choose a
+liability account, you may also type in a credit limit for the account. Press the button next to
+the account name box to enter a description of the account. To cancel the account addition,
+click the X button. Otherwise, press OK to complete the account addition.
+
+<br><br><center><b>Transaction Window</b></center>
+
+<br><center><img src="transactionwindow.png"></center>
+
+<br>To see the transactions for each account, highlight the
+account and press the Transactions tab, this will display the transaction
+window, the account name you've selected, the account balance and several
+transaction buttons. If you've selected a child account or a parent account with no
+children, the transaction window will contain three columns for date, transaction name,
+and amount. A fourth column identifying the account for each transaction will be added
+if you choose to view a parent account with children. Entering text in the "Limit" box will
+display items that begin with the text in the box. Text in this box does not effect transfers.
+
+<br><br><img src="/opt/QtPalmtop/pics/new.png"> New Transaction
+
+<br><img src="/opt/QtPalmtop/pics/edit.png"> Edit Transaction. Use this button to edit transactions.
+Just select the transaction you want to edit and the appropriate window will appear. You cannot edit transfers
+from this window (yet). You must delete transfers and then reenter them in the account display.
+
+<br><img src="/opt/QtPalmtop/pics/delete.png"> Delete Transaction. This also deletes a transfer if one is selected.
+
+<br><img src="/opt/QtPalmtop/pics/redo.png"> Clear or Reset Transaction. Use this button to clear transactions.
+ If an uncleared transaction is selected, it will be cleared. If a cleared transaction is selected, it will be reset. This functions
+identically for transfers. If you prefer not to see cleared transactions, the transaction you clear will disappear from the
+transaction window. If however, you are showing cleared transactions, cleared transactions will appear red rather than black differentiating
+them from the non-cleared transactions.
+
+<br><img src="/opt/QtPalmtop/pics/info.png"> Transaction Information. If you've entered notes about a transaction, select the transaction and
+press this button to see the notes.
+
+<br><br><center><b>Add Transaction</b></center>
+
+<br><center><img src="newtransactionwindow.png"></center>
+
+<br>Use this dialog to enter new transactions. Enter the transaction name, transaction number, amount, and date.
+Each transaction defaults to a non-cleared debit transaction. If you want to clear the transaction right away, check
+the <b>Cleared</b> checkbox. If you want to make this a deposit (credit) to the account, check the <b>Credit</b> checkbox. Press the
+button next to Transaction Name to enter a description of this transaction. The budget and line item buttons at the bottom allow you to
+add this transaction to budgets you have set up. The budget button defaults to <b>None.</b> If you don't want the add this transaction to
+any budget, leave this as is. Otherwise, select the budget and then a line item from that budget to add the transaction. These buttons will
+be disabled unless you've set up budgets.
+
+<br><br><center><b>Budgets</b></center>
+
+<br><center><img src="budgetwindow.png"></center>
+
+<br>QashMoney's newest addition, this tab allows you to set up multiple budgets with different currencies then add any transaction from any account to any budget.
+At the top of the budget display, a menu system allows you to add, edit, and delete budgets and line items within each budget. Using the <b>Change</b> item
+under <b>Date</b> menu, you can change the date range for which you want to view budgets. Currently, you can view budgets by year and by month. The
+budgeted and actual amounts will change appropriately for the view you select. Like the column sizes in the accounts and transaction windows. Drag these to
+the size you want and QashMoney will remember them.
+
+<p><center><b>Preferences Menu</b></center>
+
+<br>The preferences menus (currently) allow you to change the date format, determine whether cleared transactions are shown in the
+transaction window, and to enable currenct support. Just tap the respective menu items to see the dialog for each preference. These dialogs are self explanatory
+and look like this:
+
+<center><br><img src="datepreferenceswindow.png" ></center>
+
+<center><br><img src="accountpreferenceswindow.png" ></center>
+
+<center><br><img src="transactionpreferenceswindow.png" ></center>
+
+<br>Defaults are provided for each preference.
+
+<br><center><b>Utilities Menu</b></center>
+
+<br>Using the utlities menu and the memory window, you can add, delete, or edit memory items. These will be presented
+in an easy to use pulldown menu when entering transactions.
+
+<br><br><center><img src="memorywindow.png"></center>
+
+<br><img src="/opt/QtPalmtop/pics/new.png"> New Memory Item. Press this button to add a new memory to the list.
+This button is also used to add an edited item ( see below ).
+
+<br><br><img src="/opt/QtPalmtop/pics/edit.png"> Edit Memory Item. Select an item in the memory
+item window then press this button to edit it. The item will be added to the line editor below the
+button and deleted from the list. You must press the new button to add it back to
+the list whether you edit it or not. Otherwise it will be lost.
+
+<br><img src="/opt/QtPalmtop/pics/delete.png"> Delete Memory Item. Press this button to delete a memory
+item after selecting it in the memory item window.
+
+</body>
+</html>
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