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Update accounts.md (#501)

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edited for clarity, some grammatical errors

Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
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bpaulien
2024-11-26 11:46:41 -05:00
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docs/tour/accounts.md
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# The Account Register
This view lets you manage your transaction for an account. Consult the [Accounts & Transaction](/docs/accounts/) section in
This view lets you manage your transactions for an account. Consult the [Accounts & Transaction](/docs/accounts/) section in
the manual for detailed information on how to work with this view.
![](/static/img/a-tour-of-actual/tour-account-register-overview.png)
## The Account Header
To rename the account, click on the pencil icon. Clicking on the note icon lets you add a note. Actual fully supports
Markdown and the note will be rendered according to your Markdown when the cursor is hovering over the note.
To rename the account, click on the pencil icon that appears when you hover over the account name. Clicking on the note icon lets you add a note. Actual fully supports Markdown and the note will be rendered according to your Markdown when the cursor is hovering over the note.
Below the account name, you'll see the current balance. Green indicates a positive account balance, and red indicates a
@@ -16,17 +15,16 @@ negative balance. A chevron will appear if you hover over the balance with the c
the values for both cleared and uncleared totals. See the
[reconciliation topic](/docs/accounts/reconciliation) in the manual for more information.
The top section also give you access to several functions like importing transactions, manually adding new transactions,
and filter what transactions you see. On the right side you'll find the _Search_ field which lets you quickly search
all fields.
The top section also gives you access to several functions like importing transactions, manually adding new transactions,
and filtering what transactions you see. On the right side you'll find the _Search_ field which lets you quickly search all fields.
It is possible to split a transaction into more than one category, clicking on the expand/contract arrows, seen in the yellow box,
will be able to show or hide split transactions.
It is possible to split a transaction into more than one category. By clicking on the expand/contract arrows, seen in the yellow box,
you will be able to show or hide split transactions.
The three horizontal dots, shown in the blue box, will allow you to perform various manipulations on the account. This range from
reconciling and exporting your account to close and linking your account for [automatic bank transactions](/docs/advanced/bank-sync).
The three horizontal dots, shown in the blue box, will allow you to perform various manipulations on the account. These range from
reconciling and exporting your account to closing and linking your account for [automatic bank transactions](/docs/advanced/bank-sync).
This is also where you can show the account's running balance (as seen in the first screenshot on this page). You can
also, hide/show both cleared and reconciled transactions.
also hide/show both reconciled transactions as well as the cleared checkmark column to the far right of the transaction's row.
![](/static/img/a-tour-of-actual/tour-account-register-header.png)
@@ -42,11 +40,11 @@ you can only do so from the [Budget View](./budget).
## Filtering on transactions
Clicking on the **Filter** lets you filter on all the fields. In the screenshot, we see that we search where the Payee is
Clicking on the **Filter** lets you filter on all the fields. In the screenshot, we see that we filtered for where the Payee is
_Springfield Clothes and food_ and the Category equals just _Clothing_.
If you are filtering for the same things over and over, you can save your filter by clicking on the _Unsaved filter_ dropdown
on the right side in the header.
on the right side in the header. Provide a name to save the filter under for future use.
Consult [filtering transactions](/docs/transactions/filters) in the manual for more information.
@@ -56,7 +54,7 @@ Consult [filtering transactions](/docs/transactions/filters) in the manual for m
## Working on selected transactions
When you select transactions to the right of the account balance, you'll see the balance of the selected transactions to the right of the account's balance.
You can select transactions by clicking on the checkbox - just to the left of the date field. When transactions are selected, you'll see the balance of the selected transactions to the right of the account's balance.
The number of selected transactions is shown in the red box. If you click on this dropdown, you can perform various commands on these
transactions.