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0001 <?xml version="1.0" encoding="UTF-8"?>
0002 <chapter id="details.ledgers">
0003 <chapterinfo>
0004   <authorgroup>
0005     <author> &Michael.T.Edwardes; &Michael.T.Edwardes.mail; </author>
0006     <author> &Roger.Lum; &Roger.Lum.mail; </author>
0007     <author>
0008       <personname><firstname>Michael</firstname><surname>Carpino</surname></personname>
0009       <email>mfcarpino@gmail.com</email>
0010     </author>
0011   </authorgroup>
0012   <date>2019-04-02</date>
0013   <releaseinfo>5.0.3</releaseinfo>
0014 </chapterinfo>
0016 <title>Ledgers</title>
0018 <sect1 id="details.ledgers.view">
0019 <title>The Ledger View</title>
0021 <para>
0022   The Ledger view is functionally the data integration center of &kmymoney;.  This
0023   view is for entering, examining, deleting, and editing transactions in your defined
0024   accounts.  The view is split into three main areas: the filter area, the
0025   transaction list, and the input area.
0026 </para>
0028 <para>
0029   This view allows for several key actions: searching and viewing transactions;
0030   entering new transaction; and editing, duplicating, deleting, and scheduling
0031   existing transactions.  Along with this it also provides the ability to move,
0032   mark, and go to additional account transaction details.  Other functionality
0033   within the Ledgers View includes modifying and reconciling the account.
0034 </para>
0036 <para>
0037         <screenshot>
0038         <mediaobject>
0039         <imageobject>
0040         <imagedata fileref="ledgerview-numbered.png" format="PNG" />
0041         </imageobject>
0042         <textobject>
0043         <phrase>Ledger View</phrase>
0044         </textobject>
0045         </mediaobject>
0046         </screenshot>
0047 </para>
0049 <para>
0050   The view has three elements:
0051 </para>
0053 <itemizedlist>
0054   <listitem><para>The filter area</para></listitem>
0055   <listitem><para>The transaction list</para></listitem>
0056   <listitem>
0057     <para>
0058       The transaction form, which may or may not appear, depending upon
0059       your configuration as selected in the Configure &kmymoney; Ledger section.
0060     </para>
0061   </listitem>
0062 </itemizedlist>
0064 <sect2 id="details.ledgers.view.filter">
0065 <title>The filter area</title>
0067 <para>
0068         <screenshot>
0069         <mediaobject>
0070         <imageobject>
0071         <imagedata fileref="accountdropdown.png" format="PNG" />
0072         </imageobject>
0073         <textobject>
0074         <phrase>Filter area</phrase>
0075         </textobject>
0076         </mediaobject>
0077         </screenshot>
0078 </para>
0080 <para>
0081   You can easily select any account via the account dropdown list at the top of
0082   the view area.  Note that depending upon the type of the account the <link
0083   linkend="details.ledger.transactionform">transaction form</link> at the
0084   bottom of the view may change.
0085 </para>
0087 <para>
0088   To the right of the account dropdown list, are two additional fields. The
0089   filter box provides the ability to search for matching transactions
0090   that will be displayed in the list view. The text specified can be in any
0091   of the fields of the transaction for the specific account. The status field
0092   is a dropdown list. The status field list allows for the selection of:
0093   Any status, Imported, Matched, Erroneous, Not marked, Not reconciled, 
0094   Cleared, and scheduled transactions.
0095 </para>
0097 </sect2>
0099 <sect2>
0100 <title>The transaction list</title>
0102 <para>
0103         <screenshot>
0104         <mediaobject>
0105         <imageobject>
0106         <imagedata fileref="translist.png" format="PNG" />
0107         </imageobject>
0108         <textobject>
0109         <phrase>Transaction list</phrase>
0110         </textobject>
0111         </mediaobject>
0112         </screenshot>
0113 </para>
0115 <para>
0116   After a transaction has been entered, it is displayed in the transaction list.
0117   You can also change transaction properties or even create new transactions
0118   directly in the list.  In the transactions list, the default order of
0119   transactions is sorted by date with the most recent transaction on the bottom.
0120   Clicking the &RMB; on the header of the transaction list brings
0121   up a dialog box that will allow  the ability to change the sort order of the
0122   transactions. For instructions on how to change the default sort order, see the <link
0123   linkend="details.settings.register.sorting">Sorting tab</link> section of the
0124   <link linkend="details.settings">&kmymoney; Settings</link> Chapter.
0125 </para>
0127 <para>
0128    Note that the balance column is based on the currently displayed sort order,
0129    and will not be calculated if the display is filtered by the searching within
0130    the filter box or transaction type dropdown, as described above.
0131 </para>
0133 <para>
0134   At the bottom of the transaction list, &kmymoney; displays three values:
0135 </para>
0137 <formalpara><title>Last reconciled</title>
0138   <para>
0139     This is the most recent date when you reconciled this account.
0140     Reconciliation is an important process for many accounts, and is described
0141     <link linkend="details.reconcile">here</link>.
0142   </para>
0143 </formalpara>
0145 <formalpara><title>Cleared</title>
0146   <para>
0147     This is the total of all cleared and reconciled transactions in this
0148     account.  See <link linkend="details.ledgers.cleared">this section</link>
0149     for more information about the cleared and reconciled states of
0150     transactions.
0151   </para>
0152 </formalpara>
0154 <formalpara><title>Balance</title>
0155   <para>
0156     This is where &kmymoney; displays the total balance of the account, which is
0157     the sum of all transactions in the account.  However, if you select more
0158     than one transaction in the transaction list, this changes to display the
0159     sum of the selected transactions.  This returns to the balance when only one
0160     transaction is selected.
0161   </para>
0162 </formalpara>
0163 </sect2>
0165 <sect2>
0166 <title>The transaction form</title>
0168 <para>
0169   The exact layout of the bottom area of the ledger view depends on your
0170   configuration and the type of account being displayed.  However, it generally
0171   includes fields for all the details of a single transaction, as well as
0172   buttons for various actions that can apply to a transaction.  It is described
0173   in more detail in the following sections.
0174 </para>
0175 </sect2>
0176 </sect1>
0178 <sect1 id="details.ledger.transactions">
0179 <title>Entering Transactions</title>
0181 <para>
0182   There are two methods of entering transactions into the ledger: using the
0183   transaction form or entering the data directly into the transaction
0184   list.  The transaction form is displayed by default and this is the
0185   method we will discuss first. Turning off the transaction form can be 
0186   accomplished by going to the Ledger section in the Configure &kmymoney; that's
0187   within the Settings.
0188 </para>
0190 <para>
0191   The fields in the input area match the information fields in the transaction
0192   list. Additional fields include the Memo field, for a more detailed
0193   description of the transaction, and a Category selection. The Split button
0194   allows you to split the transaction into multiple categories.
0195 </para>
0196 </sect1>
0198 <sect1 id="details.ledger.transactionform">
0199 <title>Using the transaction form</title>
0201 <para>
0202         <screenshot>
0203         <mediaobject>
0204         <imageobject>
0205         <imagedata fileref="transactionform.png" format="PNG" />
0206         </imageobject>
0207         <textobject>
0208         <phrase>Transaction Form</phrase>
0209         </textobject>
0210         </mediaobject>
0211         </screenshot>
0212 </para>
0214 <para>
0215   The transaction form at the bottom of the ledger view is the interface
0216   for manually creating transactions.
0217 </para>
0219 <para>
0220   Depending upon the type of transaction you wish to enter there are
0221   several tabs available on the transaction form.  Click on the tab that best
0222   defines your transaction (deposit, transfer, or withdrawal) and the form
0223   will load several fields available for your input.
0224 </para>
0226 <para>
0227   Please note that the actual transaction method is not used directly by
0228   &kmymoney; but is purely for grouping/reporting purposes.
0229 </para>
0231 <para>
0232   If you are unsure which method to choose simply use Deposit for any money
0233   coming into the account, Withdrawal for money going out of the account, and
0234   Transfer for money moving from one account to another.  The transaction
0235   methods and the differences between them are discussed in more detail
0236   elsewhere.
0237 </para>
0239 <para>
0240   Select the transaction method by clicking on the appropriate tab.
0241 </para>
0243 <sect2>
0244 <title>The fields of a transaction</title>
0246 <para>
0247   Enter the information using the following notes on the available fields.  Note
0248   that many fields have 'Auto Completion' turned on.  That is, if you start
0249   typing, &kmymoney; will offer alternatives matching the characters you begin
0250   to enter.  To select the matching content simply click on the entry by using
0251   your mouse or selecting the appropriate keyboard keys.  If the entry is not
0252   listed finish typing the content to add the new value.  The next time you type
0253   the content, &kmymoney; will find it for you as you begin to enter the initial
0254   characters.
0255 </para>
0257 <sect3>
0258 <title>The Payee</title>
0260 <para>
0261   The Payee is who the money came from/to.  If the payee is a new entry
0262   &kmymoney; will ask if you wish to add this to the list of Payees.  Any other
0263   information related to a payee or payer, such as address, phone number and account
0264   number as well as notes can be updated in the Payees view.
0265 </para>
0266 </sect3>
0268 <sect3>
0269 <title>The Category</title>
0271 <para>
0272   The Category associates a transaction with an income or expense category for
0273   accounting and reporting purposes, and enables you to group certain
0274   transactions. Type the name of the category into the defined field.  If you
0275   have entered the category and it does not exist then &kmymoney; will ask if
0276   you want to create a new one.  If the selection is Yes &kmymoney; will then
0277   open a dialog box that allows for the further definition of the category based 
0278   on General, Hierarchy and Tax characteristics. 
0279 </para>
0281 <para>
0282   If you wish to associate parts of the transaction with different categories,
0283   &kmymoney; can handle this need.  An example transaction might be a cash
0284   withdrawal of 50 of which you use 10 on food, 20 on beer and 20 as
0285   cash.  The transaction will therefore be assigned three categories:
0286   Food, Beer, and Cash.  To do this, you need to use <link
0287   linkend="details.ledgers.split">Split Transactions</link>, which is described
0288   in more detail below.
0289 </para>
0291 <para>
0292   See the special <link linkend="reference.widgets">&kmymoney; fields</link>
0293   section for more information on how to use this field.
0294 </para>
0295 </sect3>
0297 <sect3>
0298 <title>The Tag</title>
0300 <para>
0301   Tags are similar to Categories, and can be used to maintain an orthogonal view
0302   to Categories.  They provide the ability to group transactions within a Category based
0303   on your defined needs.  This need could be defined by a specifics to Person, Place, or
0304   Thing. For example, you might have a Category for each different type of automotive
0305   expenses, and then have a Tag for each vehicle.  As with Categories, you can select
0306   from the dropdown list, or type a new Tag name, and be prompted if you want to create
0307   a new Tag with that name.  Within the Tag field &kmymoney; will allow for multiple tags
0308   entered within a single transaction.  Also, you can enter a tag on an individual split.
0309 </para>
0310 </sect3>
0312 <sect3>
0313 <title>The Memo</title>
0315 <para>
0316   A multi-line memo can be entered if you wish to help you remember further
0317   details of a specific transaction.
0318 </para>
0319 </sect3>
0321 <sect3>
0322 <title>The Check Number</title>
0324 <para>
0325   The check number can be entered if needed.  Note that the check number field can
0326   be made visible or invisible in the ledger if desired.  This is configured in 
0327   the Ledger Settings dialog.
0328 </para>
0329 </sect3>
0331 <sect3>
0332 <title>The Date</title>
0334 <para>
0335   The transaction's date must be entered to specify when the transaction took
0336   place.  See the special <link linkend="reference.widgets">&kmymoney;
0337   fields</link> section for more information on how the date input field can be
0338   used to make entering dates quicker and easier.  For transactions in checking
0339   and credit card accounts, it is your choice whether to use the actual date
0340   (when you wrote the check or made the purchase) or the posting date as
0341   reported by the bank or credit card company.  Using the actual date can help
0342   you track when you made the purchase, for example, but the statement or
0343   downloaded data from the bank is more likely to use the posting date.
0344 </para>
0345 </sect3>
0347 <sect3>
0348 <title>The Amount</title>
0350 <para>
0351   Finally, enter the transaction amount into the required field. Note that a
0352   simple calculator can be displayed, either by clicking the icon to the right
0353   of the amount field, or by entering the % character into the field, or by
0354   entering any of these mathematical symbols: + - * / in a formula, as in
0355   <emphasis>12 + 3</emphasis>. When entering the plus sign, the calculator will
0356   be opened.  Note that only the final result of any calculation will be saved
0357   as the amount of the transaction.
0358 </para>
0360 <para>
0361   When you are satisfied that all the fields have been adequately filled in,
0362   click on <guibutton>Enter</guibutton>. If you accidentally press or click on
0363   <guibutton>Enter</guibutton> before you have finished entering all the data,
0364   click on <guibutton>Edit</guibutton> to resume entering the data.
0365 </para>
0366 </sect3>
0367 </sect2>
0368 </sect1>
0370 <sect1 id="details.ledger.direct">
0371 <title>Directly inputting transactions into the list</title>
0373 <para>
0374         <screenshot>
0375         <mediaobject>
0376         <imageobject>
0377         <imagedata fileref="transactionform-off.png" format="PNG" />
0378         </imageobject>
0379         <textobject>
0380         <phrase>Direct Transaction Entry</phrase>
0381         </textobject>
0382         </mediaobject>
0383         </screenshot>
0384 </para>
0386 <para>
0387   The second method of entering transactions into the ledger involves editing
0388   the transaction list directly.
0389 </para>
0391 <para>
0392   To do this you must first let &kmymoney; know that you don't want to use the
0393   transaction form by opening the settings dialog and unchecking the
0394   <guilabel>Show transaction form</guilabel> option.
0395 </para>
0397 <para>
0398   This is performed by selecting the <menuchoice><guimenu>Settings</guimenu>
0399   <guimenuitem>Configure &kmymoney;...</guimenuitem></menuchoice> menu item and
0400   selecting the <guiicon><inlinemediaobject><imageobject><imagedata
0401   fileref="ledgers_view.png" format="PNG"/></imageobject></inlinemediaobject>
0402   </guiicon> register icon from the list on the left. The option to uncheck is
0403   labeled <guilabel>Show transaction form</guilabel>. When finished click on
0404   <guibutton>OK</guibutton> to be ready to directly enter or edit transactions.
0405 </para>
0407 <sect2>
0408 <title>Starting the edit</title>
0410 <para>  
0411   To enter a new transaction into the register you can now either click on an
0412   empty entry, press <keycombo
0413   action="simul">&Ctrl;&Ins;</keycombo>, or click
0414   <guibutton>New</guibutton> at the foot of the window. The &Up;
0415   and &Down; arrow keys let you navigate through the list.  After
0416   pressing &Enter; or double clicking on an entry, the transaction list displays
0417   the fields required to enter the transaction and waits for input.
0418 </para>
0420 <para>
0421   To move through the fields press the &Tab; key and when done
0422   press &Enter; to save the changes or &Esc; to
0423   cancel.
0424 </para>
0426 <para>
0427   In case the option <guilabel>Use Enter to move between fields</guilabel> is
0428   selected, the &Enter; key moves to the next field just as the
0429   &Tab; key except for the last entry field where it saves the
0430   data.
0431 </para>
0433 <para>
0434   Which method you use to enter transactions is up to you and is a matter of
0435   personal preference.
0436 </para>
0437 </sect2>
0438 </sect1>
0440 <sect1 id="details.ledgers.split">
0441 <title id="details.ledgers.split.title">Split Transactions</title>
0443 <para>
0444   The Split transaction feature allows you to divide up a transaction into
0445   multiple categories, representing, for example, the different items bought
0446   with a single purchase at a store.
0447 </para> 
0449 <para>
0450   To enter a split transaction, using either the transaction form or the
0451   transaction list, start a new transaction, including entering the total
0452   amount. Then, instead of selecting a category, click the
0453   <guibutton>Split</guibutton> button to the right of the
0454   <guilabel>Category</guilabel> field.  If you have already selected a category,
0455   that becomes the first entry in the split editor screen.
0456 </para> 
0458 <para>
0459   In the split editor screen, double-click an empty line to enter a new
0460   sub-transaction or press <keycombo
0461   action="simul">&Ctrl;&Ins;</keycombo>. Specify the category,
0462   add an (optional) memo, and enter the amount. To save this part of the split,
0463   press the green check mark under the category. To cancel, press the red cross.
0464 </para> 
0466 <para>
0467   After entering a split, the bottom of the split editor shows how much of the
0468   total transaction is still unassigned. After entering all the splits, press
0469   the <guibutton>OK</guibutton> button to save the entire transaction. If there
0470   is still an unassigned amount, you will be prompted to either return to
0471   editing the splits, change the total transaction amount, or leave part of the
0472   transaction unassigned.
0473 </para>
0475 <para>
0476         <screenshot>
0477         <screeninfo>Split with unassigned amount</screeninfo>
0478         <mediaobject>
0479         <imageobject>
0480         <imagedata fileref="split_unasigned.png" format="PNG" />
0481         </imageobject>
0482         <textobject>
0483         <phrase>Split with unassigned amount</phrase>
0484         </textobject>
0485         </mediaobject>
0486         </screenshot>
0487 </para>
0489 <para>
0490   To redistribute an 'Unassigned' or 'Overassigned' amount, select a split item that has to be adjusted.
0491   After that click on a button <guibutton>Apply Difference</guibutton>.
0492   If 'Unassigned' was previously shown and non-zero, that amount will be added to the selected line item value.
0493   If 'Overassigned' was previously shown and non-zero, that amount will be subtracted from the selected line item value.
0494   As the result, the 'Unassigned' amount will be set to zero and a transaction could be saved
0495   successfully.
0496 </para>
0498 <para>
0499   Note that the category field in the transaction form or the transaction
0500   list now displays <emphasis>Split transaction</emphasis>.
0501 </para> 
0503 <para>
0504         <screenshot>
0505         <screeninfo>Split transactions</screeninfo>
0506         <mediaobject>
0507         <imageobject>
0508         <imagedata fileref="split_transaction.png" format="PNG" />
0509         </imageobject>
0510         <textobject>
0511         <phrase>Split transaction</phrase>
0512         </textobject>
0513         </mediaobject>
0514         </screenshot>
0515 </para>
0517 </sect1>
0519 <sect1 id="details.ledger.edit">
0520 <title>Editing transactions</title>
0522 <para>
0523   To edit a transaction, select it in the list view and either click on
0524   <guibutton>Edit</guibutton> in the transaction form or right click on the
0525   entry and select <guimenuitem>Edit</guimenuitem> from the popup menu.  If you
0526   are editing transactions directly in the list you can edit the transaction
0527   simply by double clicking on an entry or by pressing &Enter; when a
0528   transaction is highlighted.
0529 </para>
0530 </sect1>
0532 <sect1 id="details.ledger.delete">
0533 <title>Deleting transactions</title>
0535 <para>
0536   To delete a transaction, select it in the list view, right click on the entry,
0537   and select <guimenuitem>Delete</guimenuitem> from the popup menu when it
0538   appears, or click <guibutton>Delete</guibutton> on the transaction form.
0539 </para>
0540 </sect1>
0542 <sect1 id="details.ledgers.match">
0543 <title id="details.ledgers.match.title">Matching Transactions</title>
0545 <para>
0546   Generally, when you import transactions, either via QIF, OFX, or HBCI, &kmymoney;
0547   will automatically attempt to match them against existing transactions. To
0548   allow for differences in the dates, there is a default setting of 4 days,
0549   which may be changed in the settings - Register/Import. Any transactions so
0550   matched will be highlighted in green. On completion of the import, you should
0551   review these and either accept or unmatch them.
0552 </para>
0554 <para>
0555   If you should find that an imported transaction was not automatically matched
0556   with an existing transaction when it should have matched, then it is possible
0557   to match them manually. Note there is a difference between manually
0558   matching two transactions and simply deleting one of them, even though they
0559   may appear to have the same effect.  Specifically with OFX or HBCI, it is
0560   important not to delete the imported transaction, because you will find that
0561   the next time you import your transactions, the deleted transaction may show up
0562   again.  This is because modern import formats like OFX and HBCI use a
0563   <quote>Transaction ID</quote> to identify transactions.  When you delete the
0564   imported transaction, the transaction ID goes with it, so the importer has no
0565   way to know this transaction was already imported.
0566 </para> 
0568 <para>
0569   The solution is to tell &kmymoney; that the transactions are the same, using
0570   the manual matching interface. This allows you to match an imported
0571   transaction with a hand-entered (non-imported) transaction. To do so, select
0572   one of the transactions to be matched by clicking on it, then select the other
0573   by left clicking on it while pressing the &Ctrl; key, and then select
0574   <guimenuitem>Match</guimenuitem> from the context menu. This will match and
0575   combine the two transactions together. The values of both transactions must be
0576   the same for the match to work, except that the dates may differ by the window
0577   specified in the settings, as described above. If you are happy with the
0578   result, right click the matched transaction, then select
0579   <guibutton>Accept</guibutton>.
0580 </para>
0582 <para>
0583   During import of online statements, either directly or by importing a
0584   downloaded file, &kmymoney; performs matching as best as it can based on the
0585   name of the payee and the amount of the transaction. In case of an invalid
0586   match, a matched transaction can be unmatched.
0587 </para>
0589 <note>
0590   <para>
0591     The matching interface will not allow you to match two transactions which
0592     have both been imported.  Likewise, it won't allow matching between two
0593     transactions which have both been entered by hand.
0594   </para>
0595 </note>
0596 </sect1>
0598 <sect1 id="details.ledgers.cleared">
0599 <title>Understanding the State of a transaction</title>
0601 <para>
0602   A transaction can have one of three states: non-reconciled (blank), cleared
0603   (C), or reconciled (R). When a transaction is entered, it has state of
0604   non-reconciled.  Once the bank posts the transaction, the user can clear it
0605   and thus transform it to state (C). When you receive a statement from the
0606   bank, all cleared transactions should be on the statement.
0607 </para>
0609 <para>
0610         <screenshot>
0611         <screeninfo>Understanding the cleared state</screeninfo>
0612         <mediaobject>
0613         <imageobject>
0614         <imagedata fileref="cleared_state.png" format="PNG" />
0615         </imageobject>
0616         <textobject>
0617         <phrase>cleared state</phrase>
0618         </textobject>
0619         </mediaobject>
0620         </screenshot>
0621 </para>
0623 <para>
0624   When you <link linkend="details.reconcile">reconcile</link> your account, you
0625   actually mark the statements as cleared and check that the difference between
0626   the beginning balance and the cleared transactions equals the ending balance
0627   of the statement. When this is the case, you can 'finish reconciling' which
0628   actually changes the state of all cleared transactions (C) to reconciled (R).
0629 </para>
0631 <para>
0632   If you try to edit a transaction with at least one split marked as reconciled
0633   (R), you will be warned.
0634 </para>
0635 </sect1>
0637 <sect1 id="details.ledgers.settings">
0638 <title>Changing Transaction Settings</title>
0640 <para>
0641   There are several options that change the appearance and behavior of the
0642   Ledger view in terms of transactions. These settings are found by selecting
0643   <guimenu>Settings</guimenu><guimenuitem>Configure &kmymoney;</guimenuitem>
0644   from the menu bar, and selecting the <guiicon><inlinemediaobject><imageobject>
0645   <imagedata fileref="ledgers_view.png" format="PNG"/></imageobject>
0646   </inlinemediaobject></guiicon> ledger icon from the list on the left.
0647 </para> 
0649 <para>
0650   Most of the settings are self explanatory. For clarity, several of the
0651   settings are explained below.
0652 </para>
0653 <!-- FIXME - if these are explained in the chapter on settings, just refer to that
0654      as is done above, and don't duplicate here.  Leaving for now, but should clean
0655      up later. -->
0657 <itemizedlist>
0658   <listitem>
0659     <para>
0660       Show transaction form (under the Display tab) - toggle to hide the
0661       transaction form at the bottom of this screen. Transactions can still be
0662       entered directly into an empty line at the end of the transaction list,
0663       through an automatic compact entry area.
0664     </para>
0665   </listitem>
0666 </itemizedlist>
0668 <para>
0669   These images show what direct transaction entry looks like compared to the
0670   transaction form.
0671 </para>
0673 <para>The transaction form</para>
0675 <para>
0676         <screenshot>
0677         <screeninfo>The transaction form</screeninfo>
0678         <mediaobject>
0679         <imageobject>
0680         <imagedata fileref="transactionform.png" format="PNG" />
0681         </imageobject>
0682         <textobject>
0683         <phrase>Transaction form</phrase>
0684         </textobject>
0685         </mediaobject>
0686         </screenshot>
0687 </para>
0689 <para>Transactions entered directly</para>
0691 <para>
0692         <screenshot>
0693         <screeninfo>Transactions entered directly</screeninfo>
0694         <mediaobject>
0695         <imageobject>
0696         <imagedata fileref="transactionform-off.png" format="PNG" />
0697         </imageobject>
0698         <textobject>
0699         <phrase>Direct input</phrase>
0700         </textobject>
0701         </mediaobject>
0702         </screenshot>
0703 </para>
0705 <itemizedlist>
0706   <listitem>
0707     <para>
0708       Keep changes when selecting a different transaction/split - by selecting
0709       the next line in the transaction list or split editor, the changes are
0710       kept, instead of the default behavior where you have to push the green
0711       check mark to save changes.
0712     </para>
0713   </listitem>
0714 </itemizedlist>
0716 </sect1>
0718 <sect1 id="details.ledgers.other">
0719 <title id="details.ledgers.other.title">Other Functionality</title>
0721 <para>
0722   Additional options are available from the <guimenu>Transaction
0723   Options</guimenu> menu, accessed by right-clicking any transaction in the
0724   list.
0725 </para>
0727 <para>
0728         <screenshot>
0729         <screeninfo>The transaction options sub-menu</screeninfo>
0730         <mediaobject>
0731         <imageobject>
0732         <imagedata fileref="ledger_more.png" format="PNG" />
0733         </imageobject>
0734         <textobject>
0735         <phrase>Transaction options</phrase>
0736         </textobject>
0737         </mediaobject>
0738         </screenshot>
0739 </para>
0741 <para>
0742   Options include jumping to the Payees view for the Payee in the transaction,
0743   creating a schedule, and changing the reconciled or cleared status.
0744 </para>
0746 <para>
0747   To edit the account information from the ledger view, select
0748   <guimenu>Account</guimenu> from the menu bar. From the <guimenuitem>Edit
0749   Account...</guimenuitem> menu item, you can change the account details.  There
0750   is also a menu item to bring up the Reconcile menu, which allows you to match
0751   transactions against an official bank statement or credit card notice.
0752 </para>
0753 </sect1>
0754 </chapter>