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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.
Starting 5.5.5, the list display the 'memo' field if it is not empty, otherwise it display '(no memo) payee / category'.

### Transaction details

Date | date of the transaction - the input and display is based on your locale, so the order can be dmy / mdy / ymd, the display uses (strftime %x). - you can input: day, day/month or month/day (depending your locale) without year, or a complete date, with 2 or 4 digits for the year. - if you input a bad date, the date will be reversed to today's date and the input switched to warning (orange border in Adwaita, may be different for other themes) you can use keys combination to change the date. the right side button pop-up a full calendar
Amount | amount of the transaction use the top Expense/Income to change the sign
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'. the list is sorted by type and then alphabetically, if amount is expense, expense category will be at top, if it is credit, credit category will be on top.
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.