Transactions dialog

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# Transaction dialog

The transaction dialog is used to add, edit and manage the transactions.

Please refer to the tip & tricks for additional informations.

## Dialog call

- main window menu: Transaction / Add...
- main window tool-bar.
- from the account window-menu: Transaction / Add... / Inherit... / Edit...
- from the account window transaction list: by double-click on an transaction

## Dialog action buttons

The transaction dialog enables to input several transaction to the chain.
Both [Add & Keep] and [Add] button will add a transaction.
Then, the behaviour to input a next one, depends on the button you click and the preference you have set:

the [Add & Keep] button

- date is KEPT
- other fields are KEPT

the [Add] button

- date will be set, according to the Keep the last date preference:

- ON: date is KEPT
- OFF: date is TODAY

- other fields are CLEARED

## Using transaction dialog

### Type of transaction

the type of the transaction, between: Expense / Income / Transfer.
Transfer is the internal transfer of <v5.3.

### Use a template

Select a source template definition to fill in the transaction dialog fields.

### Transaction details

Date | date of the transaction (dd.mm.yy). you can use keys combination to change the date. the right side button pop-up a full calendar
Amount | amount of the transaction - the +/- button toggle between income/expense
Account | account the transaction should be attached to.
Of notebook 2 To account | these fields appears depending on the payment selected: for cheque: select the 2nd cheque notebook for internal transfer: select the destination account
Payment | payment for the transaction. It will be displayed as small icons. See the lexicon for payment detail
Info | additional informations such as real date or value date, cheque numbers, other numbers related to the transaction. this field is automatically filled for cheque numbers.
Payee | payee of the transaction, see payee definition for further details. Entering a new payee here will create it.
Category | category of the transaction, see category definition for further details. Entering a new category here will create it. Example: 'Wage:Salary'
Status | The different status a transaction can have: None Cleared Reconciled Remind Void
Memo | memo of transaction. and optionally vehicle cost data's, see vehicle cost.
Tags | tags of the transaction, see tag definition for further details.