Accounts dialog

Using accounts dialog

Quick search

A quick search text filter. You can use CTRL+F to activate and ESC to clear.

Account list

display the actual list of accounts in the wallet. The account at the top of the list will be the one to be displayed when opening your wallet. You can easily change the accounts order using the header and move up and down button.

= account is part of the budget

Buttons

Add	add a new empty account.
Delete	delete the active account. This is only possible if the account has no transactions.
Edit	edit the active account.
Move up ⁽¹⁾	move the active account up.
Move down ⁽¹⁾	move the active account down.

⁽¹⁾ you cannot move accounts if the sorting is not by number ascending.

General

Type	the type of the account, as described into the lexicon
Group	the group name of the account
Institution	the bank name where the account is registered.
Number	the bank account number itself.
Start balance	the initial balance amount, i.e the balance before the first transaction.
Currency	the currency of the account, you can manage this list with the currencies dialog If the account you change contains internal xfer, any target account will change of currency as well
This account was closed	the bank account is closed. please also note that closed account are no more considered for reports.
Website	optional website you may want to add, you will have a browse button in Your accounts and a menu into the ledger window.
Notes	optional notes you may want to add

Behavior

Default template	the template transaction prefill new transaction with. From the main window, the template will work only if you preselect an account in 'Your accounts' list
Exclude from account summary	the account will must not be used into the account summary list of the main window.
Outflow in summary	the account will be aside any total in the summary list of the main window.
Exclude from the budget	the account will not be used for the budget data.
Exclude from any reports	the account will not be used for any report data.

Misc.

Overdraft at	the balance threshold, if you have an authorized balance, this will be used in the Balance report window.
Maximum	the maximum amount for this account
Chequebook 1	the next cheque number of first pad to be used (this is auto updated later when you add some transactions).
Chequebook 2	some of the above but for a second cheque pad (for a joined account)