author | allenforsythe <allenforsythe> | 2003-05-17 01:12:52 (UTC) |
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committer | allenforsythe <allenforsythe> | 2003-05-17 01:12:52 (UTC) |
commit | 549533514c42d2da06ac72dd6911dbd40807ada7 (patch) (unidiff) | |
tree | f67da051950ccf406aab85617bf2eb8378fb859f /help | |
parent | e3a21c782eb201f3776a8e844822c9c3c82fb9dd (diff) | |
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Adding help files to the right directory
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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 | ||
14 | using 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 | ||
19 | consists of account buttons and the account display which shows you the account | ||
20 | names and balances for each account. Parent accounts are to the left | ||
21 | and child accounts are indented. By default, child accounts contribute | ||
22 | to the balance of their respective parents. Parent accounts are used only for viewing | ||
23 | transactions for the child accounts beneath them as well as deleting and clearing/reseting | ||
24 | transactions in those child accounts. As such, parent accounts with child accounts will | ||
25 | not accept transactions. | ||
26 | |||
27 | <p><b>NOTE:</b> The columns in the account and transaction display windows default to a reasonable but | ||
28 | static width. You can press in between the columns and drag to resize them to your liking and QashMoney will remember | ||
29 | these 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, | ||
36 | and currency that has been assigned to the account. 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 | ||
39 | delete a child account, all of its transactions will also be deleted so be careful with this. You can only delete a parent | ||
40 | account 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 | ||
43 | and will stay down when you press it. Next, select two accounts from the account list. These will become the accounts | ||
44 | between which funds are transferred. The money is transferred from the account you tap first and transferred to the account you tap second. | ||
45 | A 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 | ||
56 | balance may be typed in manually or you can push the calculator to enter | ||
57 | the amount with the stylus. Next, select the currency pulldown menu to choose | ||
58 | the 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 | ||
60 | be entered by pressing the calendar button and selecting the date. Today's date is put into the | ||
61 | calendar entry line by default. If you select this to a child account, | ||
62 | a pulldown menu will appear so you can select its parent account. Using the Type | ||
63 | pulldown menu, you may select any type of equity or liability account. If you choose a | ||
64 | liability account, you may also type in a credit limit for the account. Press the button next to | ||
65 | the account name box to enter a description of the account. To cancel the account addition, | ||
66 | click 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 | ||
73 | account and press the Transactions tab, this will display the transaction | ||
74 | window, the account name you've selected, the account balance and several | ||
75 | transaction buttons. If you've selected a child account or a parent account with no | ||
76 | children, the transaction window will contain three columns for date, transaction name, | ||
77 | and amount. A fourth column identifying the account for each transaction will be added | ||
78 | if you choose to view a parent account with children. Entering text in the "Limit" box will | ||
79 | display 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. | ||
84 | Just select the transaction you want to edit and the appropriate window will appear. You cannot edit transfers | ||
85 | from 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 | ||
91 | identically for transfers. If you prefer not to see cleared transactions, the transaction you clear will disappear from the | ||
92 | transaction window. If however, you are showing cleared transactions, cleared transactions will appear red rather than black differentiating | ||
93 | them 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 | ||
96 | press 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. | ||
103 | Each transaction defaults to a non-cleared debit transaction. If you want to clear the transaction right away, check | ||
104 | 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 | ||
105 | button next to Transaction Name to enter a description of this transaction. The budget and line item buttons at the bottom allow you to | ||
106 | 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 | ||
107 | 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 | ||
108 | be 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. | ||
115 | 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 | ||
116 | 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 | ||
117 | 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 | ||
118 | the 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 | ||
123 | 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 | ||
124 | and 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 | ||
137 | in 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. | ||
142 | This 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 | ||
145 | item window then press this button to edit it. The item will be added to the line editor below the | ||
146 | button and deleted from the list. You must press the new button to add it back to | ||
147 | the 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 | ||
150 | item after selecting it in the memory item window. | ||
151 | |||
152 | </body> | ||
153 | </html> | ||
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