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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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