author | allenforsythe <allenforsythe> | 2003-05-14 10:55:23 (UTC) |
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committer | allenforsythe <allenforsythe> | 2003-05-14 10:55:23 (UTC) |
commit | b92483d866f263235bc9b52aa271241e1e55112e (patch) (side-by-side diff) | |
tree | c729906a788de935c321b0188964a0602b66036d /noncore/apps/qashmoney/install/opt/QtPalmtop/help | |
parent | 79e34e9dc4870885c58f80c29a723d0227f7b788 (diff) | |
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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. 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> diff --git a/noncore/apps/qashmoney/install/opt/QtPalmtop/help/html/transactionpreferenceswindow.png b/noncore/apps/qashmoney/install/opt/QtPalmtop/help/html/transactionpreferenceswindow.png Binary files differnew file mode 100755 index 0000000..7b183b3 --- a/dev/null +++ b/noncore/apps/qashmoney/install/opt/QtPalmtop/help/html/transactionpreferenceswindow.png diff --git a/noncore/apps/qashmoney/install/opt/QtPalmtop/help/html/transactionwindow.png b/noncore/apps/qashmoney/install/opt/QtPalmtop/help/html/transactionwindow.png Binary files differnew file mode 100755 index 0000000..3f25a0a --- a/dev/null +++ b/noncore/apps/qashmoney/install/opt/QtPalmtop/help/html/transactionwindow.png diff --git a/noncore/apps/qashmoney/install/opt/QtPalmtop/help/html/transferwindow.png b/noncore/apps/qashmoney/install/opt/QtPalmtop/help/html/transferwindow.png Binary files differnew file mode 100755 index 0000000..13bbe0a --- a/dev/null +++ b/noncore/apps/qashmoney/install/opt/QtPalmtop/help/html/transferwindow.png |