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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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1<html>
2
3<head>
4
5<title>QashMoney Help</title>
6<meta http-equiv="content-type" content="text/html; charset=ISO-8859-1">
7
8</head>
9
10<body>
11<center><b>QashMoney</b></center>
12
13<br><center>Welcome to QashMoney help. This file should help you get started
14using QashMoney quickly! </center>
15
16<br><center><b>Main Window</b></center>
17
18<br>When you start the application, the Main Window will appear. This window
19consists of account buttons and the account display which shows you the account
20names and balances for each account. Parent accounts are to the left
21and child accounts are indented. By default, child accounts contribute
22to the balance of their respective parents. Parent accounts are used only for viewing
23transactions for the child accounts beneath them as well as deleting and clearing/reseting
24transactions in those child accounts. As such, parent accounts with child accounts will
25not accept transactions.
26
27<p><b>NOTE:</b> The columns in the account and transaction display windows default to a reasonable but
28static width. You can press in between the columns and drag to resize them to your liking and QashMoney will remember
29these widths.
30
31<center><br><img src="mainwindow.png" ></center>
32
33<br><img src="/opt/QtPalmtop/pics/new.png"> Press this button to add a new account to the list.
34
35<br><img src="/opt/QtPalmtop/pics/edit.png"> Press this button to edit the name, description,
36and currency that has been assigned to the account.&nbsp; The other parameters of the account are not editable.
37
38<br><img src="/opt/QtPalmtop/pics/delete.png"> Press this button to delete an account that you've added. When you
39delete a child account, all of its transactions will also be deleted so be careful with this. You can only delete a parent
40account if it has no child accounts.
41
42<br><img src="/opt/QtPalmtop/pics/transfer.png"> Press this button to transfer money between accounts. This is a toggle button
43and will stay down when you press it. Next, select two accounts from the account list. These will become the accounts
44between which funds are transferred. The money is transferred from the account you tap first and transferred to the account you tap second.
45A popup dialog will appear after you tap two accounts and looks like this:
46
47<center><br><img src="transferwindow.png" ></center>
48
49<br>To complete the transfer, enter the date and amount. Check the cleared check box to set this transfer cleared.
50
51<br><br><center><b>Add Account</b></center>
52
53<br><center><img src="newaccountwindow.png"></center>
54
55<br>Use the Add Account dialog to add accounts. The initial
56balance may be typed in manually or you can push the calculator to enter
57the amount with the stylus. Next, select the currency pulldown menu to choose
58the currency for this account. If currency support is disabled, this box will be disabled.
59 You'll notice that the date line is disabled. Dates may only
60be entered by pressing the calendar button and selecting the date. Today's date is put into the
61calendar entry line by default. If you select this to a child account,
62a pulldown menu will appear so you can select its parent account. Using the Type
63pulldown menu, you may select any type of equity or liability account. If you choose a
64liability account, you may also type in a credit limit for the account. Press the button next to
65the account name box to enter a description of the account. To cancel the account addition,
66click the X button. Otherwise, press OK to complete the account addition.
67
68<br><br><center><b>Transaction Window</b></center>
69
70<br><center><img src="transactionwindow.png"></center>
71
72<br>To see the transactions for each account, highlight the
73account and press the Transactions tab, this will display the transaction
74window, the account name you've selected, the account balance and several
75transaction buttons. If you've selected a child account or a parent account with no
76children, the transaction window will contain three columns for date, transaction name,
77and amount. A fourth column identifying the account for each transaction will be added
78if you choose to view a parent account with children. Entering text in the "Limit" box will
79display items that begin with the text in the box. Text in this box does not effect transfers.
80
81<br><br><img src="/opt/QtPalmtop/pics/new.png"> New Transaction
82
83<br><img src="/opt/QtPalmtop/pics/edit.png"> Edit Transaction. Use this button to edit transactions.
84Just select the transaction you want to edit and the appropriate window will appear. You cannot edit transfers
85from this window (yet). You must delete transfers and then reenter them in the account display.
86
87<br><img src="/opt/QtPalmtop/pics/delete.png"> Delete Transaction. This also deletes a transfer if one is selected.
88
89<br><img src="/opt/QtPalmtop/pics/redo.png"> Clear or Reset Transaction. Use this button to clear transactions.
90 If an uncleared transaction is selected, it will be cleared. If a cleared transaction is selected, it will be reset. This functions
91identically for transfers. If you prefer not to see cleared transactions, the transaction you clear will disappear from the
92transaction window. If however, you are showing cleared transactions, cleared transactions will appear red rather than black differentiating
93them from the non-cleared transactions.
94
95<br><img src="/opt/QtPalmtop/pics/info.png"> Transaction Information. If you've entered notes about a transaction, select the transaction and
96press this button to see the notes.
97
98<br><br><center><b>Add Transaction</b></center>
99
100<br><center><img src="newtransactionwindow.png"></center>
101
102<br>Use this dialog to enter new transactions. Enter the transaction name, transaction number, amount, and date.
103Each transaction defaults to a non-cleared debit transaction. If you want to clear the transaction right away, check
104the <b>Cleared</b> checkbox. If you want to make this a deposit (credit) to the account, check the <b>Credit</b> checkbox. Press the
105button next to Transaction Name to enter a description of this transaction. The budget and line item buttons at the bottom allow you to
106add 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
107any budget, leave this as is. Otherwise, select the budget and then a line item from that budget to add the transaction. These buttons will
108be disabled unless you've set up budgets.
109
110<br><br><center><b>Budgets</b></center>
111
112<br><center><img src="budgetwindow.png"></center>
113
114<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.
115At 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
116under <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
117budgeted and actual amounts will change appropriately for the view you select. Like the column sizes in the accounts and transaction windows. Drag these to
118the size you want and QashMoney will remember them.
119
120<p><center><b>Preferences Menu</b></center>
121
122<br>The preferences menus (currently) allow you to change the date format, determine whether cleared transactions are shown in the
123transaction window, and to enable currenct support. Just tap the respective menu items to see the dialog for each preference. These dialogs are self explanatory
124and look like this:
125
126<center><br><img src="datepreferenceswindow.png" ></center>
127
128<center><br><img src="accountpreferenceswindow.png" ></center>
129
130<center><br><img src="transactionpreferenceswindow.png" ></center>
131
132<br>Defaults are provided for each preference.
133
134<br><center><b>Utilities Menu</b></center>
135
136<br>Using the utlities menu and the memory window, you can add, delete, or edit memory items. These will be presented
137in an easy to use pulldown menu when entering transactions.
138
139<br><br><center><img src="memorywindow.png"></center>
140
141<br><img src="/opt/QtPalmtop/pics/new.png"> New Memory Item. Press this button to add a new memory to the list.
142This button is also used to add an edited item ( see below ).
143
144<br><br><img src="/opt/QtPalmtop/pics/edit.png"> Edit Memory Item. Select an item in the memory
145item window then press this button to edit it. The item will be added to the line editor below the
146button and deleted from the list. You must press the new button to add it back to
147the list whether you edit it or not. Otherwise it will be lost.
148
149<br><img src="/opt/QtPalmtop/pics/delete.png"> Delete Memory Item. Press this button to delete a memory
150item after selecting it in the memory item window.
151
152</body>
153</html>
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