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Michael Totschnig edited this page Feb 1, 2016 · 11 revisions

List of menu and contextual actions by screen

Common context actions

  • Edit
  • Delete

Transaction list

Menu

  • Search Allows to filter the list by category, amount, comment, payee/payer, date
  • Templates and plans Opens the list of templates and plans (recurring transactions)
  • Distribution Shows the distribution per category for different periods (days, weeks, months, years) or total. Uses side by side a list view and a pie chart.
  • Export and reset Allows to export to QIF or CSV and optionally delete the exported the data
  • Balance Reconcile with bank statement (http://code.gnucash.org/docs/C/gnucash-guide/txns-reconcile1.html)
  • Grouping Allows to group the list by day, week, month, year
  • Print Exports the current visible list to a PDF file

Contextual menu

  • Layer-list of and Save as template Derive a template from the selected transaction
  • Clone Open form for new transaction with date filled in from selected transaction
  • Transform to split Transform the selected transaction into a split transaction
  • Layer-list of and Undelete The selected transaction that has previously been deleted (voided) undeleted, i.e. the void status removed.
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