1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
|
<!DOCTYPE html>
<html>
<head>
<meta content="text/html; charset=utf-8" http-equiv="CONTENT-TYPE">
<meta content="noindex" name="robots">
<title>Budget report</title>
<link href="help.css" rel="stylesheet" type="text/css">
</head>
<body id="top">
<div class="dochead">
HomeBank User manual
</div>
<div class="title">
<h1>Budget Report</h1>
<p>The budget report will summarize your running budget and will display its result.<br>
Please refer to the <a href="use-budget.html">using the budget feature</a> for details on how using this feature.</p>
<h2>Window call</h2>
<ul>
<li>from the main window-menu: Reports / Budget</li>
<li>from the main window-tool-bar.</li>
</ul>
</div>
<div class="row">
<div class="gfx">
<img class="gtkshot right" src="images/win-budget1.png"><br>
<img class="gtkshot right" src="images/win-budget2.png">
</div>
<div class="rounded content">
<h2>Using budget report</h2>
<h3><img src="images/1.png" width="15" height="15"> Display</h3>
<table class="widgetinfo">
<tr>
<th><img src="images/new12.png"> Mode</th>
<td>Total: will display the total by category for the period<br>
Time: will display the total per month for the period</td>
</tr>
<tr>
<th>Type</th>
<td>specify the result should be computed for:
<ul>
<li>Exp. & Inc</li>
<li>Expense</li>
<li>Income</li>
</ul>
</td>
</tr>
<tr>
<th>Only out of budget</th>
<td>will only show the item that are not on track</td>
</tr>
</table>
<h3><img src="images/2.png" width="15" height="15"> Date filter</h3>
<table class="widgetinfo">
<tr>
<th>Range</th>
<td>fast select a date with predefined range</td>
</tr>
<tr>
<th><img src="images/new12.png"> From / To</th>
<td>specify month-year bound limit to restrict the results to</td>
</tr>
</table>
<h3><img src="images/3.png" width="15" height="15"> Tool bar</h3>
<p>The tool-bar is the main control of the display. All tool-button have a tool-tip that will help you know what action will be launched when you click on the tool-button. The icon appear or not depending the context.
<br>
At the end of the toolbar, there is an export button that enable Result or detail of transaction to copy to clipboard or export into a CSV file</p>
<h3><img src="images/4.png" width="15" height="15"> Total</h3>
<p>This is the total of columns of the list-view for: Spent, Budget and Decay</p>
<h3><img src="images/5.png" width="15" height="15"> Result list / Bar chart</h3>
<p>The result list display the computed amounts according to the current selection.</p>
<h3><img src="images/6.png" width="15" height="15"> Transaction detail list</h3>
<p>The transaction detail list will show every transaction of the selected item in the above result list.<br>
The columns visible in that list are those configured in the <a href="win-account.html">account window</a>.<br>
By default it is not visible. Use the tool-bar 'Toggle detail' button for changing this.<br>
</p>
</div>
</body>
</html>
|