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authortpearson <tpearson@283d02a7-25f6-0310-bc7c-ecb5cbfe19da>2011-07-04 22:38:03 +0000
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+<?xml version="1.0" encoding="UTF-8"?>
+<chapter id="details.search">
+<chapterinfo>
+ <authorgroup>
+ <author>
+ <firstname>Darin</firstname>
+ <surname>Strait</surname>
+ <affiliation>
+ <address><email>darin.strait@ashdar-partners.com</email></address>
+ </affiliation>
+ </author>
+ </authorgroup>
+ <date>2009-08-05</date>
+ <releaseinfo>1.0</releaseinfo>
+</chapterinfo>
+<title>Search Transactions</title>
+
+<sect1 id="details.search.general">
+<title>General</title>
+
+<para>
+ The <guilabel>Search Transactions</guilabel> dialog searches your data based
+ on criteria that you specify. You can access the dialog by going to
+ the <guimenu>Edit</guimenu> menu and selecting
+ <guimenuitem>Find transactions...</guimenuitem>.
+</para>
+
+<para>
+ There are two main tabs in this dialog. The <quote>Criteria</quote> tab
+ displays a number of sub-tabs for specifying the search critera.
+</para>
+
+<para>
+ The results will be displayed under the <quote>Result</quote> tab after the
+ search has completed. Below the list of results, &kappname; shows the number
+ of transactions that met the search criteria. Double-clicking on an
+ individual transaction in the result list will bring up the appropriate ledger
+ and display the transaction.
+</para>
+
+<para>
+ When the <guibutton>Find</guibutton> button is pressed, the search is
+ initiated and all criteria that have been entered on any tab will be taken
+ into account.
+</para>
+
+<para>
+ The <guibutton>Reset</guibutton> button resets all of the fields on all of the
+ critera sub-tabs back to the defaults. This allows you to specify new search
+ criteria.
+</para>
+
+<para>
+ The <guibutton>Close</guibutton> button closes the <guilabel>Search
+ Transactions</guilabel> dialog box.
+</para>
+
+</sect1>
+
+<sect1 id="details.search.criteria">
+<title>Search Criteria</title>
+
+<para>
+ There are several sub-tabs under the main <quote>Criteria</quote> tab, each of
+ which allows you to specify different types of search criteria. Below the
+ area for specifying the criteria, &kappname; lists each of the different types
+ of criteria that are currently specified for the search.
+</para>
+
+<sect2 id="details.search.text">
+<title>Text</title>
+
+<screenshot>
+<mediaobject>
+<imageobject>
+<imagedata fileref="find-text.png" format="PNG" />
+</imageobject>
+<textobject>
+<phrase>Search transactions Dialog, Text tab</phrase>
+</textobject>
+</mediaobject>
+</screenshot>
+
+<para>
+ This tab allows you to speicify text to search for. There are also two check
+ boxes that control how the text is used in the search.
+</para>
+
+<para>
+ By default, this will match on simple substrings. For example:
+</para>
+
+<para>
+<itemizedlist>
+ <listitem>
+ <para><quote>Best</quote> will find <quote>Best Cakes, Inc.</quote></para>
+ </listitem>
+ <listitem>
+ <para>
+ <quote>est</quote> will also find <quote>Best Cakes, Inc.</quote>
+ </para>
+ </listitem>
+</itemizedlist>
+</para>
+
+<para>
+ In the dropdown field next to the text field,
+ select <guilabel>Contains</guilabel> if you want to find transactions that
+ contain the text, or select <guilabel>Does not contain</guilabel> if you want
+ to find transactions that do not contain the specified text.
+</para>
+
+<para>
+ If you check the <guilabel>Case Sensitive</guilabel> box, the search will be
+ case sensitive. For example, <quote>best</quote> would not find <quote>Best
+ Cakes, Inc.</quote> if this option is set.
+</para>
+
+<para>
+ If you check the <guilabel>Treat Text as regular expression</guilabel> box,
+ the text will be treated as a regular expresssion. For details on how to
+ craft a regular expression, visit the &Qt; documentation about the
+ <ulink url="http://qt.nokia.com/doc/3.3/qregexp.html#1">QRegExp
+ class</ulink>.
+</para>
+</sect2>
+
+<sect2 id="details.search.account">
+<title>Account</title>
+
+<screenshot>
+<mediaobject>
+<imageobject>
+<imagedata fileref="find-account.png" format="PNG" />
+</imageobject>
+<textobject>
+<phrase>Search transactions Dialog, Account tab</phrase>
+</textobject>
+</mediaobject>
+</screenshot>
+
+<para>
+ This tab allows you to specify the accounts that should be searched.
+</para>
+
+<para>
+ Accounts are displayed in a tree format. Accounts that are marked for search
+ are indicated with a check box. If you click the <guibutton>All</guibutton>
+ button, all accounts are marked for searching. If you click the
+ <guibutton>None</guibutton> button, no accounts will be marked for
+ searching. Individual accounts can be marked or unmarked by clicking on the
+ box next to the account name using the left mouse button. A complete hierarchy
+ of accounts can be marked or unmarked by clicking on the box using the right
+ mouse button.
+</para>
+</sect2>
+
+<sect2 id="details.search.date">
+<title>Date</title>
+
+<screenshot>
+<mediaobject>
+<imageobject>
+<imagedata fileref="find-date.png" format="PNG" />
+</imageobject>
+<textobject>
+<phrase>Search transactions Dialog, Date tab</phrase>
+</textobject>
+</mediaobject>
+</screenshot>
+
+<para>
+ This tab allows you to specify which dates should be searched.
+</para>
+
+<para>
+ The <quote>Range</quote> control provides a convenient way to set the From and
+ To controls. The From and To controls can be manipulated individually. Dates
+ can be entered manually. The controls will prevent you from entering
+ non-existing dates. Date values can also be changed by clicking on the up and
+ down arrows when a particular part of a date is highlighted. Clicking on the
+ small calendar icon will bring up a calendar to easily select dates.
+</para>
+</sect2>
+
+
+<sect2 id="details.search.amount">
+<title>Amount</title>
+
+<screenshot>
+<mediaobject>
+<imageobject>
+<imagedata fileref="find-amount.png" format="PNG" />
+</imageobject>
+<textobject>
+<phrase>Find Dialog, Amount tab</phrase>
+</textobject>
+</mediaobject>
+</screenshot>
+
+<para>
+ This tab allows you to specify what amounts should be searched for.
+</para>
+
+<para>
+ You can search for an exact amount or for a range of amounts. If you click on
+ the calculator icon, a small on-screen calculator will pop up to assist you in
+ entering a value.
+</para>
+</sect2>
+
+<sect2 id="details.search.category">
+<title>Category</title>
+
+<screenshot>
+<mediaobject>
+<imageobject>
+<imagedata fileref="find-category.png" format="PNG" />
+</imageobject>
+<textobject>
+<phrase>Search transactions Dialog, Category tab</phrase>
+</textobject>
+</mediaobject>
+</screenshot>
+
+<para>
+ This tab allows you to specify which categories should be searched.
+</para>
+
+<para>
+ Categories are displayed in a tree format. Categories that are marked for
+ search are indicated with a box. If you click the <guibutton>All</guibutton>
+ button, all categories are marked for searching. If you click
+ the <guibutton>None</guibutton> button, no categories will be marked for
+ searching. If you click the <guibutton>Income</guibutton> button, income
+ categories will be marked and expense categories will be unmarked. If you
+ click the <guibutton>Expense</guibutton> button, income categories will be
+ unmarked and expense categories will be marked.
+</para>
+
+<para>
+ Individual categories can be marked or unmarked by clicking on the box next to
+ the category name using the left mouse button. A complete hierarchy of
+ categories can be marked or unmarked by clicking on the box using the right
+ mouse button.
+</para>
+</sect2>
+
+<sect2 id="details.search.payee">
+<title>Payee</title>
+
+<screenshot>
+<mediaobject>
+<imageobject>
+<imagedata fileref="find-payee.png" format="PNG" />
+</imageobject>
+<textobject>
+<phrase>Search transactions Dialog, Payee tab</phrase>
+</textobject>
+</mediaobject>
+</screenshot>
+
+<para>
+ This tab allows you to specify which payees should be searched.
+</para>
+
+<para>
+ Payees that are marked for search are indicated with a box. If you click
+ the <guibutton>All</guibutton> button, all payees are marked for searching. If
+ you click the <guibutton>None</guibutton> button, no payees will be marked for
+ searching. Individual payees can be marked or unmarked by clicking on the box
+ next to the payee name.
+</para>
+
+<para>
+ If you check the <guilabel>Select transactions without payees</guilabel> box,
+ only transactions with no payee will be selected.
+</para>
+
+</sect2>
+
+<sect2 id="details.search.details">
+<title>Details</title>
+
+<para>
+ This tab allows you to specify various additional search criteria.
+</para>
+
+<screenshot>
+<mediaobject>
+<imageobject>
+<imagedata fileref="find-details.png" format="PNG" />
+</imageobject>
+<textobject>
+<phrase>Search transactions Dialog, Details tab</phrase>
+</textobject>
+</mediaobject>
+</screenshot>
+
+<para>
+<itemizedlist>
+ <title>Type can be one of the following:</title>
+ <listitem><para>All Types</para></listitem>
+ <listitem><para>Payments</para></listitem>
+ <listitem><para>Deposits</para></listitem>
+ <listitem><para>Transfers</para></listitem>
+</itemizedlist>
+
+<itemizedlist>
+ <title>State can be one of the following:</title>
+ <listitem><para>All states</para></listitem>
+ <listitem><para>Not reconciled</para></listitem>
+ <listitem><para>Cleared</para></listitem>
+ <listitem><para>Reconciled</para></listitem>
+</itemizedlist>
+
+<itemizedlist>
+ <title>Validity can be one of the following:</title>
+ <listitem><para>Any transaction</para></listitem>
+ <listitem><para>Valid transaction</para></listitem>
+ <listitem><para>Invalid transaction</para></listitem>
+</itemizedlist>
+</para>
+
+<para>
+ You can search for a particular transaction number or search for a range of
+ transaction numbers.
+</para>
+
+</sect2>
+</sect1>
+
+<sect1 id="details.search.results">
+<title>Search results</title>
+
+<para>
+ The <quote>Result</quote> tab displays the Date, Account, Details,
+ Reconciliation status, Payment, and Deposit for each transaction
+ that matches the search criteria you have entered. Right clicking
+ on the header row of the results list allows you to alter the sort
+ order of the results.
+</para>
+
+<para>
+ Double-clicking on a transaction will display the corresponding
+ account ledger and focus on the selected transaction.
+</para>
+
+</sect1>
+
+</chapter>