gnucash-docs maint: Document price input, editing, and storage.

John Ralls jralls at code.gnucash.org
Tue Sep 15 19:02:54 EDT 2015


Updated	 via  https://github.com/Gnucash/gnucash-docs/commit/fbb56932 (commit)
	from  https://github.com/Gnucash/gnucash-docs/commit/4ef90cbf (commit)



commit fbb5693200048fae6925d4f9c0c116d4dcd4dd36
Author: John Ralls <jralls at ceridwen.us>
Date:   Tue Sep 15 16:02:22 2015 -0700

    Document price input, editing, and storage.

diff --git a/help/C/Help_ch_Tools_Assistants.xml b/help/C/Help_ch_Tools_Assistants.xml
index eed35b1..749204d 100644
--- a/help/C/Help_ch_Tools_Assistants.xml
+++ b/help/C/Help_ch_Tools_Assistants.xml
@@ -2729,23 +2729,67 @@
        </sect1>
 
    <sect1 id="tool-price">
-        <title>Price Editor</title>
-
-        <para>The Price Editor is used to track/modify the value of a currency, mutual fund and stocks.
-         It provides a unified interface to updating the values of these commodities and is able to update manually
-         or through on-line quotes.</para>
-
-        <para>Each entry in the editor shows a record of a security/commodity price(s):</para>
-
+     <title>Price Editor</title>
+     <note><application>&app;</application> uses the term <emphasis
+     role="Italic">commodity</emphasis> to mean anything that it
+     counts: Currencies, securities (i.e intangible assets like stock
+     or mutual fund shares and bonds), or tangible assets like trucks
+     and computers. When valuing one commodity in terms of another it
+     uses the term <emphasis role="Italic">Exchange Rate</emphasis>
+     between two currencies and <emphasis
+     role="Italic">Price</emphasis> between a non-currency commodity
+     and a currency commodity. For the rest of this section we'll use
+     "price" to mean both price and exchange rate and "commodity" to
+     mean any sort of commodity except where currency behavior is
+     different.</note>
+
+     <para>The Price Editor is used to list and edit the price of one
+     commodity in another commodity. New prices can be added, existing
+     prices can be edited, and prices can be retrieved from a variety
+     of sources on the World-Wide Web when the commodity is properly
+     configured.</para>
+     <para>Each commodity pair can have one price per day. An existing
+     price will be overwritten by a newer one if the newer one has the
+     same or a more preferred source. The order of source preference
+     (1 is most prefered) is:
+     <orderedlist>
+       <listitem>user:price-editor: Prices created manually in the
+       Price Editor</listitem>
+       <listitem>Finance::Quote: Online quotes</listitem>
+       <listitem>user:price: Prices entered explicitly in the
+       <guilabel>Exchange Rate</guilabel>entry of the
+       <guilabel>Transfer Funds</guilabel> dialog box or in the
+       <guilabel>Price</guilabel> column of a register for an account
+       of types STOCK or MUTUAL</listitem>
+       <listitem>user:xfer-dialog: Prices calculated from an entry in
+       the <guilabel>To Amount</guilabel> entry of the
+       <guilabel>Transfer Funds</guilabel> dialog box.</listitem>
+       <listitem>user:split-register: Prices calculated from the
+       <guilabel>Shares</guilabel> and <guilabel>Debit</guilabel> or
+       <guilabel>Credit</guilabel> columns of a register for an
+       account of types STOCK or MUTUAL</listitem>
+       <listitem>user:stock-split: Prices entered in the
+       <guilabel>Stock Split Assistant</guilabel> </listitem>
+     </orderedlist>
+     <note>Prices created manually in the <guilabel>Price
+     Editor</guilabel> are preferred over prices retrieved via
+     Finance::Quote so Finance::Quote will fail to update such
+     manually-created prices.</note>
+     </para>
+     <para> The <guilabel>Price Editor</guilabel> displays existing prices as follows:
         <itemizedlist>
           <listitem>
-            <para><emphasis role="bold">Security: </emphasis>The Security/commodity being priced. The display is sorted
-             by the <guilabel>exchange</guilabel> that the individual securities are listed on.  The list is expanded by clicking on the
-             <guilabel>caret</guilabel> on the left of the name.</para>
+            <para><emphasis role="bold">Security: </emphasis>The
+            Security/commodity being priced. The display is sorted by
+            the <guilabel>Namespace</guilabel> that the individual
+            securities are listed on.  The list is expanded by
+            clicking on the <guilabel>caret</guilabel> on the left of
+            the name.</para>
           </listitem>
 
           <listitem>
-            <para><emphasis role="bold">Currency: </emphasis>The currency the price is recorded in.</para>
+            <para><emphasis role="bold">Currency: </emphasis>The
+            currency the price is recorded in.</para>
           </listitem>
 
           <listitem>
@@ -2753,48 +2797,56 @@
           </listitem>
 
           <listitem>
-            <para><emphasis role="bold">Source: </emphasis>The source of the commodities price quote. Typically, this
-             will be either <guilabel>user:price-editor</guilabel>, indicating you entered it directly, or <guilabel>Finance::Quote</guilabel>, indicating
-             that it was retrieved from an on-line source by the <application>Finance::Quote</application> module.</para>
+            <para><emphasis role="bold">Source: </emphasis>The source
+            of the commodities price quote, listed above.</para>
           </listitem>
 
           <listitem>
-            <para><emphasis role="bold">Type: </emphasis>There are several different types
-            of stock price quotes.</para>
+            <para><emphasis role="bold">Type: </emphasis>There are
+            several different types of stock price quotes.</para>
 
            <itemizedlist>
             <listitem>
-             <para><emphasis role="bold">Bid: </emphasis>Indicates what a specialist dealer is prepared to pay for a
-              stock.</para>
+             <para><emphasis role="bold">Bid: </emphasis>Indicates
+             what a specialist dealer is prepared to pay for a
+             stock.</para>
             </listitem>
 
             <listitem>
-             <para><emphasis role="bold">Ask: </emphasis>Indicates at what price the dealers are prepared to sell a
-              stock.</para>
+             <para><emphasis role="bold">Ask: </emphasis>Indicates at
+             what price the dealers are prepared to sell a
+             stock.</para>
              </listitem>
 
             <listitem>
-             <para><emphasis role="bold">Last: </emphasis>Indicate the price at which the last trade in that
-              stock/security occurred at. This is the price most commonly quoted in the media.</para>
+             <para><emphasis role="bold">Last: </emphasis>Indicate the
+             price at which the last trade in that stock/security
+             occurred at. This is the price most commonly quoted in
+             the media.</para>
             </listitem>
 
             <listitem>
-             <para><emphasis role="bold">Net Asset Value: </emphasis>Are typically used for mutual funds. They are
-              calculated on the net value of the fund’s assets.</para>
+             <para><emphasis role="bold">Net Asset Value:
+             </emphasis>Are typically used for mutual funds. They are
+             calculated on the net value of the fund’s assets
+             each day around the time of the market close and are in
+             effect until the next recalculation.</para>
             </listitem>
 
             <listitem>
-             <para><emphasis role="bold">Unknown: </emphasis>Use this if the type of price quoted is not known.</para>
+             <para><emphasis role="bold">Unknown: </emphasis>Use this
+             if the type of price quoted is not known.</para>
             </listitem>
 
            </itemizedlist>
           </listitem>
 
           <listitem>
-            <para><emphasis role="bold">Price: </emphasis>The actual price of the commodity.</para>
+            <para><emphasis role="bold">Price: </emphasis>The actual
+            price of the commodity.</para>
           </listitem>
         </itemizedlist>
-
+     </para>
     <sect2 id="invest-stockprice-manual">
        <title>Adding a stock price manually</title>
 
diff --git a/help/C/Help_ch_Transactions.xml b/help/C/Help_ch_Transactions.xml
index bde4fcf..77c30fe 100644
--- a/help/C/Help_ch_Transactions.xml
+++ b/help/C/Help_ch_Transactions.xml
@@ -1,155 +1,189 @@
 <!--
-      (Do not remove this comment block.)
-  Version: 2.0.x
-   Last modified: April 15th 2007
-        modified: August 12th 2006
-	modified: February 28th 2005
-
-  Maintainers:
-               Chris Lyttle <chris at wilddev.net>
-               Neil Williams <linux at codehelp.co.uk>
-
-  Author:
-               Chris Lyttle <chris at wilddev.net>
-  Translators:
-               (translators put your name and email here)
+    (Do not remove this comment block.)
+    Version: 2.0.x
+    Last modified: April 15th 2007
+    modified: August 12th 2006
+    modified: February 28th 2005
+
+Maintainers:
+Chris Lyttle <chris at wilddev.net>
+Neil Williams <linux at codehelp.co.uk>
+
+Author:
+Chris Lyttle <chris at wilddev.net>
+Translators:
+(translators put your name and email here)
 -->
 
 <!--
-  Common Transaction Operations Items Here !!!
+    Common Transaction Operations Items Here !!!
 -->
 
 <chapter id="ch_Common_Trans_Ops">
   <title>Common Transaction Operations</title>
 
-      <para>A <emphasis>transaction</emphasis> represents the movement of money from one account to another account. Whenever you spend or
-       receive money, or transfer money between accounts, that is a transaction. In <application>&app;</application> transactions always involve
-       at least two accounts.</para>
+  <para>A <emphasis>transaction</emphasis> represents the movement of money from one account to another account. Whenever you spend or
+  receive money, or transfer money between accounts, that is a transaction. In <application>&app;</application> transactions always involve
+  at least two accounts.</para>
 
-      <para><application>&app;</application> uses accounts as a way of grouping or organizing the recording of transactions.
-       This section describes the methods <application>&app;</application> has to help enter transactions
-       quickly into the register. </para>
-      <para></para>
+  <para><application>&app;</application> uses accounts as a way of grouping or organizing the recording of transactions.
+  This section describes the methods <application>&app;</application> has to help enter transactions
+  quickly into the register. </para>
+  <para></para>
 
-        <para><application>&app;</application> has several methods available for entering transactions.</para>
+  <para><application>&app;</application> has several methods available for entering transactions.</para>
 
-          <itemizedlist>
-           <listitem>
-            <para>Entering directly into the register window is the most common way of entering transactions.</para>
-           </listitem>
+  <itemizedlist>
+    <listitem>
+      <para>Entering directly into the register window is the most common way of entering transactions.</para>
+    </listitem>
 
-           <listitem>
-            <para>Using the <guilabel>Transfer Funds</guilabel> window .</para>
-           </listitem>
+    <listitem>
+      <para>Using the <guilabel>Transfer Funds</guilabel> window .</para>
+    </listitem>
 
-           <listitem>
-            <para>Importing transactions either from a <acronym>QIF</acronym>/<acronym>OFX</acronym> file or via 
-            "<acronym>OFX</acronym> on-line banking".</para>
-           </listitem>
+    <listitem>
+      <para>Importing transactions either from a <acronym>QIF</acronym>/<acronym>OFX</acronym> file or via 
+      "<acronym>OFX</acronym> on-line banking".</para>
+    </listitem>
 
-          </itemizedlist>
-<!--
-<note>
-<para>Where should the Importing of data from downloaded files" and "On-line" banking be covered?.
-</para></note>
--->
-    <sect1 id="reg-views">
-        <title>Changing the Register View</title>
-
-        <para><application>&app;</application> has several options to change the way the register looks so transactions can be seen more
-         clearly.  The default style is the Basic Ledger. This presents a single line view of transactions to allow
-         the most concise view with all the relevant details.</para>
-
-        <para>The default view or style can be changed by going to <guimenu>View</guimenu> menu, three radio buttons
-         will select the desired option. When the window closes the style will revert to the Basic Ledger style. To
-         make this change permanent change the style in the <guilabel>Register Defaults</guilabel> tab of the 
-         <guilabel>&app; Preferences</guilabel>.</para>
-
-        <itemizedlist>
-          <listitem>
-            <para><guimenu>Basic Ledger:</guimenu> The default one line per transaction style. Splits are
-             shown as a summary.  The <guibutton>Splits</guibutton> icon and <menuchoice><guimenu>Actions</guimenu>
-             <guimenuitem>Split Transaction</guimenuitem></menuchoice> are enabled.</para>
-          </listitem>
-
-          <listitem>
-            <para><guimenu>Auto-Split Ledger:</guimenu> This style will automatically expand the splits in any
-             transaction selected.</para>
-          </listitem>
-
-          <listitem>
-            <para><guimenu>Transaction Journal:</guimenu> This style expands all transactions so the complete
-             transaction can be seen.</para>
-          </listitem>
-
-          <listitem>
-            <para><guimenu>Double Line:</guimenu> This check-box changes any of the above styles so that an additional
-             line for notes about the transaction is added.</para>
-          </listitem>
-        </itemizedlist>
-
-        <para>The two other options to change the view of the register are; to restrict displayed items with the 
-         <menuchoice><guimenu>View</guimenu><guimenuitem>Filter By ...</guimenuitem></menuchoice>,
-          and changing the sort order <menuchoice><guimenu>View</guimenu><guimenuitem>Sort Order</guimenuitem></menuchoice>.
-          <xref linkend="Trans-view-menu"></xref>.
-        </para>
+  </itemizedlist>
+  <!--
+      <note>
+      <para>Where should the Importing of data from downloaded files" and "On-line" banking be covered?.
+      </para></note>
+  -->
+  <sect1 id="reg-views">
+    <title>Changing the Register View</title>
+
+    <para><application>&app;</application> has several options to change the way the register looks so transactions can be seen more
+    clearly.  The default style is the Basic Ledger. This presents a single line view of transactions to allow
+    the most concise view with all the relevant details.</para>
+
+    <para>The default view or style can be changed by going to <guimenu>View</guimenu> menu, three radio buttons
+    will select the desired option. When the window closes the style will revert to the Basic Ledger style. To
+    make this change permanent change the style in the <guilabel>Register Defaults</guilabel> tab of the 
+    <guilabel>&app; Preferences</guilabel>.</para>
+
+    <itemizedlist>
+      <listitem>
+        <para><guimenu>Basic Ledger:</guimenu> The default one line per transaction style. Splits are
+        shown as a summary.  The <guibutton>Splits</guibutton> icon and <menuchoice><guimenu>Actions</guimenu>
+        <guimenuitem>Split Transaction</guimenuitem></menuchoice> are enabled.</para>
+      </listitem>
+
+      <listitem>
+        <para><guimenu>Auto-Split Ledger:</guimenu> This style will automatically expand the splits in any
+        transaction selected.</para>
+      </listitem>
+
+      <listitem>
+        <para><guimenu>Transaction Journal:</guimenu> This style expands all transactions so the complete
+        transaction can be seen.</para>
+      </listitem>
+
+      <listitem>
+        <para><guimenu>Double Line:</guimenu> This check-box changes any of the above styles so that an additional
+        line for notes about the transaction is added.</para>
+      </listitem>
+    </itemizedlist>
+
+    <para>The two other options to change the view of the register are; to restrict displayed items with the 
+    <menuchoice><guimenu>View</guimenu><guimenuitem>Filter By ...</guimenuitem></menuchoice>,
+    and changing the sort order <menuchoice><guimenu>View</guimenu><guimenuitem>Sort Order</guimenuitem></menuchoice>.
+    <xref linkend="Trans-view-menu"></xref>.
+    </para>
 
-    </sect1>
+  </sect1>
 
   <sect1 id="trans-win-enter">
-    <title>Transfer Funds window </title>
-
-          <para>The method described here uses the <guilabel>Transfer Funds</guilabel> window to enter a single transaction. This is
-           mainly used as a quick way to enter a single transaction without opening the account registers. When
-           entering multiple transactions it is recommended to use the register directly.  The <guilabel>Transfer Funds</guilabel> window 
-           is accessed from <menuchoice><guimenu>Action</guimenu><guimenuitem>Transfer</guimenuitem></menuchoice>, or by 
-           pressing the <guibutton>Transfer</guibutton> icon from the account register tab.</para>
-
-          <orderedlist>
-            <listitem>
-              <para>Enter in the <guilabel>Transfer Information</guilabel> pane the <guilabel>Amount</guilabel>, <guilabel>Date</guilabel> 
-              and <guilabel>Description</guilabel>. The <guilabel>Num</guilabel> and <guilabel>Memo</guilabel> fields
-               are optional.</para>
-            </listitem>
-
-            <listitem>
-              <para>Choose the <guilabel>Transfer From</guilabel> account. If this account is an income or expense account select the
-               check-box at the bottom of the <guilabel>Transfer From</guilabel> pane.</para>
-            </listitem>
-
-            <listitem>
-              <para>Choose the <guilabel>Transfer To</guilabel> account. If this account is an income or expense account select the
-               check-box at the bottom of the <guilabel>Transfer From</guilabel> pane.</para>
-            </listitem>
-
-            <listitem>
-              <para>If one of the accounts above is a different currency from the other account the Currency Transfer
-               pane will be enabled to add either an <guilabel>Exchange Rate</guilabel> or a <guilabel>To Amount</guilabel>.</para>
-            </listitem>
-
-            <listitem>
-              <para>Select <guibutton>OK</guibutton> to commit the transaction or <guibutton>Cancel</guibutton>
-               to dismiss the dialog without entering the transaction.</para>
-            </listitem>
-          </orderedlist>
+    <title>Transfer Funds Dialog Box</title>
+    <para>The <guilabel>Transfer Funds Dialog Box</guilabel>, accessed
+    via <menuchoice><guimenu>Actions</guimenu>
+    <guimenuitem>Transfer...</guimenuitem></menuchoice> or its
+    shortcut or by pressing the <guibutton>Transfer</guibutton> icon
+    from the account register tab, serves two purposes in
+    <application>&app;</application>: <itemizedlist><listitem>A way to
+    create a simple (i.e. two-split) transaction between arbitrary
+    accounts.</listitem> <listitem>Collect exchange rate or amount
+    information in a multi-currency transaction (see <xref
+    linkend="trans-currency-enter"/>).</listitem></itemizedlist>
+    </para>
+    <note>The following sections will be disabled in the
+    <guilabel>Transfer Funds</guilabel> dialog when it is being used
+    only to collect exchange rate or amount information.</note>
+    <orderedlist>
+      <listitem>
+        <para>Enter in the <guilabel>Basic Information</guilabel> pane
+        the <guilabel>Amount</guilabel>, <guilabel>Date</guilabel> and
+        <guilabel>Description</guilabel>. The <guilabel>Num</guilabel>
+        and <guilabel>Memo</guilabel> fields are optional. Entries in
+        the <guilabel>Memo</guilabel> field are copied to the
+        <guilabel>Memo</guilabel> fields of <emphasis
+        role="italic">both</emphasis> splits.</para>
+      </listitem>
+
+      <listitem>
+        <para>Choose the <guilabel>Transfer From</guilabel>
+        account. If you need to see Income and Expense accounts in the
+        tree check the <guilabel>Show Income/Expense</guilabel> box at
+        the bottom of the <guilabel>Transfer From</guilabel>
+        pane.</para>
+      </listitem>
+
+      <listitem>
+        <para>Choose the <guilabel>Transfer To</guilabel> account. If
+        you need to see Income and Expense accounts in the tree check
+        the <guilabel>Show Income/Expense</guilabel> box at the bottom
+        of the <guilabel>Transfer To</guilabel> pane.</para>
+      </listitem>
+    </orderedlist>
+    <para>If one of the accounts above uses a different currency from
+    the other account or the <guilabel>Transfer Funds</guilabel>
+    dialog was launched to collect price or amount information from
+    editing a transaction in the register the <guilabel>Currency
+    Transfer</guilabel> pane will be enabled to add either an
+    <guilabel>Exchange Rate</guilabel> or a <guilabel>To
+    Amount</guilabel>.</para>
+    <para> Select which you want to enter with the appropriate
+    radio-button and enter the rate or
+    amount. <application>&app;</application> will calculate the other
+    value from your entry when you exit the field.</para>
+    <para>If you have online quote retrieval set up the
+    <guibutton>Fetch Rate</guibutton> button will be enabled. Clicking
+    this button will retrieve the current exchange rate from yahoo.com
+    and fill in the <guilabel>Exchange Rate</guilabel> field. <note>If
+    you have created a price in the <guilabel>Price Editor</guilabel>
+    (see <xref linkend="invest-stockprice-manual"/>) for the current
+    date quote retrieval will not update that price. You must first
+    delete the manually-created prce in the <guilabel>Price
+    Editor</guilabel> before clicking the <guibutton>Fetch
+    Rate</guibutton> button.</note><note>The <guibutton>Fetch Rate</guibutton> button will immediately create or replace a price in the <guilabel>Price Editor</guilabel> unless there is an existing manually-created price for today.</note></para>
+
+    <para>Select <guibutton>OK</guibutton> to commit the transaction
+    or <guibutton>Cancel</guibutton> to dismiss the dialog without
+    entering the transaction.<note>When committing a transaction or
+    confirming an exchange rate the price on the transaction date in
+    the <guilabel>Price Editor</guilabel> may be updated. See <xref
+    linkend="tool-price"/> for details.</note></para>
 
   </sect1>
 
   <sect1 id="trans-enter">
     <title>Enter Transaction via register</title>
 
-     <para>When the Account Register Window for an account is opened the list of transactions for that
-      account is shown. This window has the name of the account on its tab. The menus contain several
-      functions that alter the display of transactions. The <emphasis>Toolbar</emphasis> also contains several functions that are
-      often used when entering or manipulating transactions. These are described in the
-      <xref linkend="account-register"></xref> section of this document.</para>
+    <para>When the Account Register Window for an account is opened the list of transactions for that
+    account is shown. This window has the name of the account on its tab. The menus contain several
+    functions that alter the display of transactions. The <emphasis>Toolbar</emphasis> also contains several functions that are
+    often used when entering or manipulating transactions. These are described in the
+    <xref linkend="account-register"></xref> section of this document.</para>
 
     <sect2 id="trans-reg-enter">
-     <title>Entering Directly in the Register Window</title>
+      <title>Entering Directly in the Register Window</title>
 
       <para>The register window will look slightly different depending on the style options you have chosen.
-       The following describes entering simple transactions in the basic ledger style. The cursor is placed
-       in the <guilabel>date</guilabel> field by default when the register window is opened.</para>
+      The following describes entering simple transactions in the basic ledger style. The cursor is placed
+      in the <guilabel>date</guilabel> field by default when the register window is opened.</para>
 
       <note>
         <para>When working on transactions in <application>&app;</application>, be aware that the 
@@ -166,119 +200,28 @@
         imbalance to <emphasis>Imbalance-CUR</emphasis>, as above.</para>
       </note>
 
-        <orderedlist>
-          <listitem>
-           <para>Selecting the small icon on the right of the date field drops down a date selection calendar.
-            Use the arrows to select the correct month and year for the transaction then select the date.
-            Selecting the icon once more will close the date selection calendar. It is also possible to
-            type in the date or part of the date and let <application>&app;</application> fill the rest.</para>
-          </listitem>
-
-          <listitem>
-           <para>Press <keycap>Tab</keycap> to move to or select the <guilabel>Num</guilabel> field. Here you can enter a check or
-            transaction number.  Pressing <keycap>+</keycap> (plus) will automatically advance the number by one from
-            the last transaction to have a number.</para>
-          </listitem>
-
-          <listitem>
-           <para>Press <keycap>Tab</keycap> to move or select the <guilabel>Description</guilabel> field. This field is used to enter
-            either a payee or other description for the transaction. It will automatically attempt to fill the payee
-            name as you type.</para>
-          </listitem>
-
-          <listitem>
-           <para>At this stage one of two things will happen if tab is pressed. If <application>&app;</application> matches an existing
-            transaction the cursor will jump to one of the amount fields, automatically filling in the transfer
-            account.  Selecting any field with the mouse instead of tabbing will not automatically fill the
-            transferring account field.  If there is no matching (existing) transaction, <application>&app;</application> will move the
-            cursor to the <guilabel>Transfer</guilabel> field with only one line of the transaction supplied.</para>
-          </listitem>
-
-          <listitem>
-           <para>When typing into the account field <application>&app;</application> will also attempt to automatically match the account
-            name with an existing account.  It does this alphabetically, so typing <keycap>Ex</keycap> will match the <emphasis>Expenses</emphasis>
-            section of the account list. When the section is matched, it is possible to move to a child account by
-            pressing <keycap>:</keycap> (colon). If after typing <keycap>Ex</keycap> you press <keycap>:</keycap> then the cursor will
-            move to the first child account in the list.  Typing combinations of letters and <keycap>:</keycap> will
-            allow movement down the tree of accounts quickly. The triangle icon on the right of the <guilabel>Transfer</guilabel> box can
-            be used as an alternate way of selecting accounts.  Up & down arrow keys will also move up/down the
-            displayed list of accounts.
-           </para>
-          </listitem>
-
-          <listitem>
-           <para>The next field (R) is used for reconciliation. This is described in the <guimenu>Reconcile an
-            Account to a Statement</guimenu> section.  <xref linkend="acct-reconcile"></xref></para>
-          </listitem>
-
-          <listitem>
-           <para>Press the <keycap>Tab</keycap> key to move to the first of the amount fields. The names of the next two columns are different
-            according to what type of account is opened. For example, <emphasis>Bank</emphasis> accounts show <guilabel>Deposit</guilabel> and
-            <guilabel>Withdrawal</guilabel> here, <emphasis>Credit Card</emphasis> accounts show <guilabel>Payment</guilabel> and 
-            <guilabel>Charge</guilabel>, and <emphasis>Stock</emphasis> accounts show <guilabel>Shares</guilabel>, <guilabel>Price</guilabel>, 
-            <guilabel>Buy</guilabel> and <guilabel>Sell</guilabel>.</para>
-          </listitem>
-
-          <listitem>
-           <para>Enter an amount for the transaction in the correct fields. When the transaction is "balanced"
-            pressing the <keycap function="enter">Enter</keycap> key, selecting the <guibutton>Enter</guibutton> icon or going to
-            <menuchoice><guimenu>Transaction</guimenu><guimenuitem>Enter Transaction</guimenuitem></menuchoice> will 
-            finish the transaction. Selecting the <guibutton>Cancel</guibutton> icon or going to 
-            <menuchoice><guimenu>Transaction</guimenu><guimenuitem>Cancel Transaction</guimenuitem></menuchoice>
-            will erase the transaction.</para>
-          </listitem>
-
-          <listitem>
-           <para>Transactions with just one transfer account will show the name of that account in the <guilabel>Transfer</guilabel>
-            field in completed transactions. (The <guilabel>Transfer</guilabel> field is the fourth (4) from the left in the register
-            display.)</para>
-          </listitem>
-
-          <listitem>
-           <para>To move to the blank transaction at the bottom of the register, press the 
-            <guibutton>Blank</guibutton> <emphasis>Toolbar</emphasis> icon or go to 
-            <menuchoice><guimenu>Actions</guimenu><guimenuitem>Blank Transaction</guimenuitem></menuchoice>.
-           </para>
-          </listitem>
-         </orderedlist>
-        </sect2>
-  </sect1>
-
-
-  <sect1 id="trans-multi-enter">
-   <title>Multiple Split Transactions</title>
-
-    <para>The register window will look slightly different depending on the style options you have chosen.
-     The following describes entering transactions with multiple splits in the basic ledger style. <application>&app;</application> describes
-     as a <quote>Split</quote> when money is transferred to or from more than two accounts in a transaction.
-     The cursor is placed in the date field by default when the register window is opened.</para>
-
-    <para>The multiple account lines will not be displayed in the Basic Ledger unless the <guibutton>Split</guibutton>
-     icon or the <menuchoice><guimenu>Action</guimenu><guimenuitem>Split Transaction</guimenuitem></menuchoice> option have been selected.
-    </para>
-
       <orderedlist>
         <listitem>
-         <para>Selecting the triangle icon on the right of the date field drops down a date selection dialog.
-          Use the arrows to select the correct month and year for the transaction then select the date. Selecting
-          the icon once more will close the date selection calendar. It is also possible to type in the
-          date or part of the date and let <application>&app;</application> fill the rest.</para>
+          <para>Selecting the small icon on the right of the date field drops down a date selection calendar.
+          Use the arrows to select the correct month and year for the transaction then select the date.
+          Selecting the icon once more will close the date selection calendar. It is also possible to
+          type in the date or part of the date and let <application>&app;</application> fill the rest.</para>
         </listitem>
 
         <listitem>
-         <para>Press <keycap>Tab</keycap> to move to or select the <guilabel>Num</guilabel> field. Here you can enter a check or
+          <para>Press <keycap>Tab</keycap> to move to or select the <guilabel>Num</guilabel> field. Here you can enter a check or
           transaction number.  Pressing <keycap>+</keycap> (plus) will automatically advance the number by one from
           the last transaction to have a number.</para>
         </listitem>
 
         <listitem>
-         <para>Press <keycap>Tab</keycap> to move to or select the <guilabel>Description</guilabel> field. This field is used to enter
-          either a payee or other description for the transaction. It will automatically attempt to fill the payee name
-          as you type.</para>
+          <para>Press <keycap>Tab</keycap> to move or select the <guilabel>Description</guilabel> field. This field is used to enter
+          either a payee or other description for the transaction. It will automatically attempt to fill the payee
+          name as you type.</para>
         </listitem>
 
         <listitem>
-         <para>At this stage one of two things will happen if tab is pressed. If <application>&app;</application> matches an existing
+          <para>At this stage one of two things will happen if tab is pressed. If <application>&app;</application> matches an existing
           transaction the cursor will jump to one of the amount fields, automatically filling in the transfer
           account.  Selecting any field with the mouse instead of tabbing will not automatically fill the
           transferring account field.  If there is no matching (existing) transaction, <application>&app;</application> will move the
@@ -286,522 +229,637 @@
         </listitem>
 
         <listitem>
-         <para>When typing in the <guilabel>Transfer</guilabel> field <application>&app;</application> will also attempt to automatically match the account.
-          It does this alphabetically, so typing <emphasis>Ex</emphasis> will match the <emphasis>Expenses</emphasis> section of the account list.
-          When the section is matched, it is possible to move to a child account by pressing <keycap>:</keycap> (colon).
-          If after typing <emphasis>Ex</emphasis> you press <keycap>:</keycap> then the cursor will move to the first child account in the
-          list.  Typing combinations of letters and <keycap>:</keycap> will allow movement down the tree of accounts
-          quickly. The small icon on the right of the <guilabel>Transfer</guilabel> field can be used as an alternate way of selecting accounts.
-         </para>
-        </listitem>
-
-        <listitem>
-         <para>The next field is used for reconciliation. This is described in <xref linkend="acct-reconcile"></xref></para>
-        </listitem>
-
-        <listitem>
-         <para>Press <keycap>Tab</keycap> to move to the first of the amount fields. The names of the next two columns
-          are different according to what type of account is opened. For example, Bank accounts show 
-          Deposit and Withdrawal here, Credit Card accounts show Payment and Charge, and Stock accounts
-          show Shares, Price, Buy and Sell.</para>
-        </listitem>
-
-        <listitem>
-         <para>Enter the total amount for the transaction in the correct field. Before pressing <keycap>Tab</keycap>
-          or <keycap function="enter">Enter</keycap> read next step.</para>
-        </listitem>
-
-        <listitem>
-         <para>To enter the additional splits, press the <guibutton>Split</guibutton> button on the <emphasis>Toolbar</emphasis> or select 
-          <menuchoice><guimenu>Actions</guimenu><guimenuitem>Split Transaction</guimenuitem></menuchoice>. 
-          Transactions with more than one split show the text <emphasis>--Split Transaction--</emphasis> and the 
-          <guibutton>Split</guibutton> button will need to be used
-          to show the details.</para>
-        </listitem>
-
-        <listitem>
-         <para>The display will expand, the titles of the amount columns will be renamed and the <guilabel>Transfer</guilabel>
-          column name will be blank. The first line contains the description and the amount of the transaction.
-          The second line contains the currently opened account name in the <guilabel>Account</guilabel> field and the amount of
-          the transaction. The third line contains the transfer account name in the <guilabel>Account</guilabel> field. If the
-          amount is not balanced, <application>&app;</application> will indicate this by placing gray check-boxes in the amount columns
-          with the unbalanced amount in a blank last row.</para>
-        </listitem>
-
-        <listitem>
-         <para>When one of the short lines is selected, the column titles will change. The very first and last
-          (<guilabel>Date</guilabel> and <guilabel>Balance</guilabel>) columns will have blank titles. <guilabel>Num</guilabel>
-          will change to <guilabel>Action</guilabel>, <guilabel>Description</guilabel> to <guilabel>Memo</guilabel>,
-          the now blank <guilabel>Transfer</guilabel> column will change to <guilabel>Account</guilabel>. The last two amount columns 
-          will show the name described in step seven.</para>
+          <para>When typing into the account field <application>&app;</application> will also attempt to automatically match the account
+          name with an existing account.  It does this alphabetically, so typing <keycap>Ex</keycap> will match the <emphasis>Expenses</emphasis>
+          section of the account list. When the section is matched, it is possible to move to a child account by
+          pressing <keycap>:</keycap> (colon). If after typing <keycap>Ex</keycap> you press <keycap>:</keycap> then the cursor will
+          move to the first child account in the list.  Typing combinations of letters and <keycap>:</keycap> will
+          allow movement down the tree of accounts quickly. The triangle icon on the right of the <guilabel>Transfer</guilabel> box can
+          be used as an alternate way of selecting accounts.  Up & down arrow keys will also move up/down the
+          displayed list of accounts.
+          </para>
         </listitem>
 
         <listitem>
-         <para>The <guilabel>Action</guilabel> and <guilabel>Memo</guilabel> columns are optional to fill out at this stage. 
-          <guilabel>Action</guilabel> is used to describe what kind of account transfer is involved. <guilabel>Memo</guilabel>
-          is an additional description of the transfer.</para>
+          <para>The next field (R) is used for reconciliation. This is described in the <guimenu>Reconcile an
+          Account to a Statement</guimenu> section.  <xref linkend="acct-reconcile"></xref></para>
         </listitem>
 
         <listitem>
-         <para>Move to the missing amount field on the third line and fill in the amount. Pressing the
-          <keycap function="enter">Enter</keycap> key, selecting the <guibutton>Enter</guibutton> icon or going to 
-          <menuchoice><guimenu>Actions</guimenu><guimenuitem>Enter</guimenuitem></menuchoice> 
-          will now move the cursor to the next line.</para>
+          <para>Press the <keycap>Tab</keycap> key to move to the first of the amount fields. The names of the next two columns are different
+          according to what type of account is opened. For example, <emphasis>Bank</emphasis> accounts show <guilabel>Deposit</guilabel> and
+          <guilabel>Withdrawal</guilabel> here, <emphasis>Credit Card</emphasis> accounts show <guilabel>Payment</guilabel> and 
+          <guilabel>Charge</guilabel>, and <emphasis>Stock</emphasis> accounts show <guilabel>Shares</guilabel>, <guilabel>Price</guilabel>, 
+          <guilabel>Buy</guilabel> and <guilabel>Sell</guilabel>.</para>
         </listitem>
 
         <listitem>
-         <para>The <guilabel>Account</guilabel> column contains the list of transfer accounts. This column is the one that is used
-          to add splits. The method described in step five can be used to select another account on a blank line.
-          Add as many additional splits as needed.</para>
+          <para>Enter an amount for the transaction in the correct fields. When the transaction is "balanced"
+          pressing the <keycap function="enter">Enter</keycap> key, selecting the <guibutton>Enter</guibutton> icon or going to
+          <menuchoice><guimenu>Transaction</guimenu><guimenuitem>Enter Transaction</guimenuitem></menuchoice> will 
+          finish the transaction. Selecting the <guibutton>Cancel</guibutton> icon or going to 
+          <menuchoice><guimenu>Transaction</guimenu><guimenuitem>Cancel Transaction</guimenuitem></menuchoice>
+          will erase the transaction.</para>
         </listitem>
 
         <listitem>
-         <para>When the transaction is balanced the gray check-boxes will disappear and the last blank line will
-          not have an amount.</para>
+          <para>Transactions with just one transfer account will show the name of that account in the <guilabel>Transfer</guilabel>
+          field in completed transactions. (The <guilabel>Transfer</guilabel> field is the fourth (4) from the left in the register
+          display.)</para>
         </listitem>
 
         <listitem>
-         <para>Pressing <keycap function="enter">Enter</keycap> as described above will jump to the next
-          transaction. Selecting the next transaction will close the split or it can be manually closed by pressing
-          the <guibutton>Split</guibutton> icon or selecting 
-          <menuchoice><guimenu>Actions</guimenu><guimenuitem>Split Transaction</guimenuitem></menuchoice>.</para>
+          <para>To move to the blank transaction at the bottom of the register, press the 
+          <guibutton>Blank</guibutton> <emphasis>Toolbar</emphasis> icon or go to 
+          <menuchoice><guimenu>Actions</guimenu><guimenuitem>Blank Transaction</guimenuitem></menuchoice>.
+          </para>
         </listitem>
-       </orderedlist>
-
-   </sect1>
+      </orderedlist>
+    </sect2>
+  </sect1>
 
-   <sect1 id="trans-currency-enter">
-        <title>Multiple Currency Transactions</title>
 
-        <para>Currently transfers between different currencies are only supported by using the <guilabel>Transfer Funds</guilabel>
-         window described above (<xref linkend="trans-win-enter"></xref>). It is necessary to use this dialog
-         to add an exchange rate.</para>
+  <sect1 id="trans-multi-enter">
+    <title>Multiple Split Transactions</title>
 
-        <para>To setup an account as a different currency edit the account properties and change the <guilabel>Commodity</guilabel>
-         field to the foreign currency. This account will now enable the <guilabel>Currency Transfer</guilabel> pane in the
-         <guilabel>Transfer Funds</guilabel> window .</para>
-   </sect1>
+    <para>The register window will look slightly different depending on the style options you have chosen.
+    The following describes entering transactions with multiple splits in the basic ledger style. <application>&app;</application> describes
+    as a <quote>Split</quote> when money is transferred to or from more than two accounts in a transaction.
+    The cursor is placed in the date field by default when the register window is opened.</para>
 
-   <sect1 id="trans-edit">
-        <title>Editing a Transaction</title>
+    <para>The multiple account lines will not be displayed in the Basic Ledger unless the <guibutton>Split</guibutton>
+    icon or the <menuchoice><guimenu>Action</guimenu><guimenuitem>Split Transaction</guimenuitem></menuchoice> option have been selected.
+    </para>
 
-        <para>Editing a transaction involves just selecting the part of the transaction that needs to be changed.
-         Once the changes are complete pressing the <keycap function="enter">Enter</keycap> key, selecting the
-         <guibutton>Enter</guibutton> icon or going to 
-         <menuchoice><guimenu>Transaction</guimenu><guimenuitem>Enter Transaction</guimenuitem></menuchoice> will
-         now move the cursor to the next line or transaction.
+    <orderedlist>
+      <listitem>
+        <para>Selecting the triangle icon on the right of the date field drops down a date selection dialog.
+        Use the arrows to select the correct month and year for the transaction then select the date. Selecting
+        the icon once more will close the date selection calendar. It is also possible to type in the
+        date or part of the date and let <application>&app;</application> fill the rest.</para>
+      </listitem>
+
+      <listitem>
+        <para>Press <keycap>Tab</keycap> to move to or select the <guilabel>Num</guilabel> field. Here you can enter a check or
+        transaction number.  Pressing <keycap>+</keycap> (plus) will automatically advance the number by one from
+        the last transaction to have a number.</para>
+      </listitem>
+
+      <listitem>
+        <para>Press <keycap>Tab</keycap> to move to or select the <guilabel>Description</guilabel> field. This field is used to enter
+        either a payee or other description for the transaction. It will automatically attempt to fill the payee name
+        as you type.</para>
+      </listitem>
+
+      <listitem>
+        <para>At this stage one of two things will happen if tab is pressed. If <application>&app;</application> matches an existing
+        transaction the cursor will jump to one of the amount fields, automatically filling in the transfer
+        account.  Selecting any field with the mouse instead of tabbing will not automatically fill the
+        transferring account field.  If there is no matching (existing) transaction, <application>&app;</application> will move the
+        cursor to the <guilabel>Transfer</guilabel> field with only one line of the transaction supplied.</para>
+      </listitem>
+
+      <listitem>
+        <para>When typing in the <guilabel>Transfer</guilabel> field <application>&app;</application> will also attempt to automatically match the account.
+        It does this alphabetically, so typing <emphasis>Ex</emphasis> will match the <emphasis>Expenses</emphasis> section of the account list.
+        When the section is matched, it is possible to move to a child account by pressing <keycap>:</keycap> (colon).
+        If after typing <emphasis>Ex</emphasis> you press <keycap>:</keycap> then the cursor will move to the first child account in the
+        list.  Typing combinations of letters and <keycap>:</keycap> will allow movement down the tree of accounts
+        quickly. The small icon on the right of the <guilabel>Transfer</guilabel> field can be used as an alternate way of selecting accounts.
         </para>
+      </listitem>
+
+      <listitem>
+        <para>The next field is used for reconciliation. This is described in <xref linkend="acct-reconcile"></xref></para>
+      </listitem>
+
+      <listitem>
+        <para>Press <keycap>Tab</keycap> to move to the first of the amount fields. The names of the next two columns
+        are different according to what type of account is opened. For example, Bank accounts show 
+        Deposit and Withdrawal here, Credit Card accounts show Payment and Charge, and Stock accounts
+        show Shares, Price, Buy and Sell.</para>
+      </listitem>
+
+      <listitem>
+        <para>Enter the total amount for the transaction in the correct field. Before pressing <keycap>Tab</keycap>
+        or <keycap function="enter">Enter</keycap> read next step.</para>
+      </listitem>
+
+      <listitem>
+        <para>To enter the additional splits, press the <guibutton>Split</guibutton> button on the <emphasis>Toolbar</emphasis> or select 
+        <menuchoice><guimenu>Actions</guimenu><guimenuitem>Split Transaction</guimenuitem></menuchoice>. 
+        Transactions with more than one split show the text <emphasis>--Split Transaction--</emphasis> and the 
+        <guibutton>Split</guibutton> button will need to be used
+        to show the details.</para>
+      </listitem>
+
+      <listitem>
+        <para>The display will expand, the titles of the amount columns will be renamed and the <guilabel>Transfer</guilabel>
+        column name will be blank. The first line contains the description and the amount of the transaction.
+        The second line contains the currently opened account name in the <guilabel>Account</guilabel> field and the amount of
+        the transaction. The third line contains the transfer account name in the <guilabel>Account</guilabel> field. If the
+        amount is not balanced, <application>&app;</application> will indicate this by placing gray check-boxes in the amount columns
+        with the unbalanced amount in a blank last row.</para>
+      </listitem>
+
+      <listitem>
+        <para>When one of the short lines is selected, the column titles will change. The very first and last
+        (<guilabel>Date</guilabel> and <guilabel>Balance</guilabel>) columns will have blank titles. <guilabel>Num</guilabel>
+        will change to <guilabel>Action</guilabel>, <guilabel>Description</guilabel> to <guilabel>Memo</guilabel>,
+        the now blank <guilabel>Transfer</guilabel> column will change to <guilabel>Account</guilabel>. The last two amount columns 
+        will show the name described in step seven.</para>
+      </listitem>
+
+      <listitem>
+        <para>The <guilabel>Action</guilabel> and <guilabel>Memo</guilabel> columns are optional to fill out at this stage. 
+        <guilabel>Action</guilabel> is used to describe what kind of account transfer is involved. <guilabel>Memo</guilabel>
+        is an additional description of the transfer.</para>
+      </listitem>
+
+      <listitem>
+        <para>Move to the missing amount field on the third line and fill in the amount. Pressing the
+        <keycap function="enter">Enter</keycap> key, selecting the <guibutton>Enter</guibutton> icon or going to 
+        <menuchoice><guimenu>Actions</guimenu><guimenuitem>Enter</guimenuitem></menuchoice> 
+        will now move the cursor to the next line.</para>
+      </listitem>
+
+      <listitem>
+        <para>The <guilabel>Account</guilabel> column contains the list of transfer accounts. This column is the one that is used
+        to add splits. The method described in step five can be used to select another account on a blank line.
+        Add as many additional splits as needed.</para>
+      </listitem>
+
+      <listitem>
+        <para>When the transaction is balanced the gray check-boxes will disappear and the last blank line will
+        not have an amount.</para>
+      </listitem>
+
+      <listitem>
+        <para>Pressing <keycap function="enter">Enter</keycap> as described above will jump to the next
+        transaction. Selecting the next transaction will close the split or it can be manually closed by pressing
+        the <guibutton>Split</guibutton> icon or selecting 
+        <menuchoice><guimenu>Actions</guimenu><guimenuitem>Split Transaction</guimenuitem></menuchoice>.</para>
+      </listitem>
+    </orderedlist>
 
-        <para>To see a more detailed view of a transaction for editing in Basic Ledger, press the
-         <guibutton>Split</guibutton> button on the <emphasis>Toolbar</emphasis> or select 
-         <menuchoice><guimenu>Actions</guimenu><guimenuitem>Split Transaction</guimenuitem></menuchoice>.</para>
-    </sect1>
-
-    <sect1 id="trans-delete">
-        <title>Deleting a Transaction</title>
-
-        <para>If a transaction needs to be removed from the register, select the transaction and press either
-         the <guibutton>Delete</guibutton> icon on the <emphasis>Toolbar</emphasis> or go to 
-         <menuchoice><guimenu>Transaction</guimenu><guimenuitem>Delete Transaction</guimenuitem></menuchoice>.
-
-         A window will appear to confirm the delete, unless the preference has been changed.  The window presents
-         two options; "Remember and don’t ask again", and "Remember and don’t ask again this session". The response
-         will be set according to the selected checkbox.  The preference can also be reset via 
-         <menuchoice><guimenu>Actions</guimenu><guimenuitem>Reset Warnings</guimenuitem></menuchoice>.  <xref linkend="reset-warning"></xref>.</para>
-
-         <para>Parts of a transaction can also be removed by pressing the <guibutton>Split</guibutton> button on
-         the <emphasis>Toolbar</emphasis> or selecting 
-         <menuchoice><guimenu>Actions</guimenu><guimenuitem>Split Transaction</guimenuitem></menuchoice>. The part of the
-         transaction that needs to be deleted can be then selected for deletion.</para>
-    </sect1>
-
-    <sect1 id="trans-split-remove">
-        <title>Removing Transaction Splits</title>
-
-        <para>Removing Transaction Splits involves erasing all splits except the one for the account that is opened.
-         This is a useful way of reusing a previous transaction that has multiple splits that need to be changed.
-         (Note this can be done without opening the split, but doing so makes the effect more visible)</para>
-
-        <orderedlist>
-          <listitem>
-            <para>If in Basic Ledger, press the <guibutton>Split</guibutton> button on the <emphasis>Toolbar</emphasis> or select
-             <menuchoice><guimenu>Actions</guimenu><guimenuitem>Split Transaction</guimenuitem></menuchoice> 
-             to open the transaction.  If in other modes select transaction.</para>
-          </listitem>
-
-          <listitem>
-            <para>Select <menuchoice><guimenu>Transaction</guimenu><guimenuitem>Remove Transaction Splits</guimenuitem></menuchoice>.</para>
-            <para>A window will appear to confirm the delete, unless the preference has been changed.  The window
-             presents two options; "Remember and don’t ask again", and "Remember and don’t ask again this session".
-             The response will be set according to the selected checkbox.  The preference can also be reset via
-             <menuchoice><guimenu>Actions</guimenu><guimenuitem>Reset Warnings</guimenuitem></menuchoice>.  <xref linkend="reset-warning"></xref>.</para>
-          </listitem>
-
-          <listitem>
-            <para>All Accounts and their related details will be removed except for the
-             currently opened account. </para>
-          </listitem>
-
-          <listitem>
-            <para>The amount is not balanced and <application>&app;</application> will indicate this by placing gray
-             check-boxes in the amount columns with the unbalanced amount in the blank last
-             row.</para>
-          </listitem>
-
-          <listitem>
-            <para>Edit the transaction to fill in the new details.</para>
-          </listitem>
-        </orderedlist>
   </sect1>
 
- <sect1 id="trans-copy">
-        <title>Copying a Transaction</title>
+  <sect1 id="trans-currency-enter">
+    <title>Multiple Currency/Commodity Transactions</title>
+
+    <para>Any transaction that has splits whose accounts are
+    denominated in different commodities (currencies are a subset
+    of commodities) requires an exchange rate to convert between
+    the two. For more information please see Chapter 10 of the
+    <emphasis role="italic">Tutorial and Concepts Guide</emphasis>.</para>
+    <para>Registers for accounts of type STOCK or FUND display
+    four columns, <guilabel>Shares</guilabel>,
+    <guilabel>Price</guilabel>, <guilabel>Buy</guilabel>, and
+    <guilabel>Sell</guilabel> (the last two will be
+    <guilabel>Credit</guilabel> and <guilabel>Debit</guilabel>
+    respectively if you've enabled <guilabel>Use formal accounting
+    labels</guilabel> in the <guilabel>Accounts</guilabel> tab of
+    <guilabel>Preferences</guilabel>). Enter any two and
+    <application>&app;</application> will calculate the other for
+    you; if you enter 3 and the result doesn't balance
+    <application>&app;</application> will ask which one to change
+    to make the split balance.</para>
+    <para>Registers of other types have only
+    <guilabel>Credit</guilabel> and <guilabel>Debit</guilabel> (the
+    names will be different depending on the account type if you
+    haven't enabled <guilabel>Use formal accounting labels</guilabel>)
+    and so use the <guilabel>Transfer Dialog</guilabel> with most of
+    the fields disabled to collect either an <guilabel>Exchange
+    Rate</guilabel> or a <guilabel>To Amount</guilabel> (the amount in
+    the other currency/comodity). Please see (<xref
+    linkend="trans-win-enter"></xref>) for details of using this
+    dialog.</para>
+    <note>When committing a transaction or confirming
+    an exchange rate the price on the transaction date in the
+    <guilabel>Price Editor</guilabel> may be updated. See <xref
+    linkend="tool-price"/> for details.</note>
+  </sect1>
 
-        <para>Copying Transactions is available from the <guimenu>Transaction</guimenu> menu.  The
-         <guimenu>Transaction</guimenu> menu has <guimenu>Cut Transaction</guimenu>, <guimenu>Copy
-         Transaction</guimenu> and <guimenu>Paste Transaction</guimenu> which allows a whole transaction to be
-         cut or copied and pasted to a new transaction line.
-         This way of copying a transaction will use the date showing in the new transaction blank line.
-        </para>
+  <sect1 id="trans-edit">
+    <title>Editing a Transaction</title>
 
-        <para>The <menuchoice><guimenu>Transaction</guimenu><guimenuitem>Duplicate Transaction...</guimenuitem></menuchoice> or the <emphasis>Toolbar</emphasis>
-         <guimenu>Duplicate</guimenu> which, unlike the Copy method, allows for choosing a different date.</para>
-
-        <itemizedlist>
-          <listitem>
-            <para>Select the transaction to duplicate.</para>
-          </listitem>
-
-          <listitem>
-            <para>Go to <menuchoice><guimenu>Transaction</guimenu><guimenuitem>Duplicate Transaction...</guimenuitem></menuchoice></para>
-          </listitem>
-
-          <listitem>
-            <para>A dialog called <emphasis role="bold">Duplicate Transaction</emphasis> will prompt for a new 
-             Date and Num for the transaction.</para>
-          </listitem>
-
-          <listitem>
-            <para>Press <guibutton>OK</guibutton> to add the transaction to the register.</para>
-          </listitem>
-        </itemizedlist>
-   </sect1>
-
- <sect1 id="trans-stts">
-        <title>Setting the reconcile status (<guilabel>R</guilabel> field) of a transaction</title>
-	<para>In the <application>&app;</application> register there is a column named <guilabel>R</guilabel>. This field 
-        indicates the status of a transaction. Possible values are:</para>
-
-	<variablelist>
-	  <varlistentry>
-            <term><guilabel>n</guilabel></term>
-	      <listitem>
-	        <para>Default status when a transaction is created</para>
-  	      </listitem>
-  	  </varlistentry>
-
-	  <varlistentry>
-            <term><guilabel>c</guilabel></term>
-	      <listitem>
-	        <para>Cleared. Status may be assigned either manually or by an import process.</para>
-  	      </listitem>
-  	  </varlistentry>
-
-	  <varlistentry>
-            <term><guilabel>y</guilabel></term>
-	      <listitem>
-	        <para>Status assigned solely by the reconciliation process (see <xref linkend="acct-reconcile" />).  
-                Places limits optionally requiring confirmation on editing fields in that line of a transaction.</para>
-  	      </listitem>
-  	  </varlistentry>
-
-	  <varlistentry>
-            <term><guilabel>f</guilabel></term>
-	      <listitem>
-	        <para>Frozen. Not implemented at this time</para>
-  	      </listitem>
-  	  </varlistentry>
-
-	  <varlistentry>
-            <term><guilabel>v</guilabel></term>
-	      <listitem>
-	        <para>Voided. Status is assigned or released manually through the transaction menu (<xref linkend="Trans-transaction-menu" />)
-                to a transaction and applies to every line in the transaction. It hides most of the transaction details but does not delete them. 
-                When a transaction is voided a reason entry is required that appears to the right of the description.</para>
-  	      </listitem>
-  	  </varlistentry>
-	</variablelist>
-
- </sect1>
-
-   <sect1 id="acct-jump">
-    <title>Jump to another Account Register</title>
+    <para>Editing a transaction involves just selecting the part of the transaction that needs to be changed.
+    Once the changes are complete pressing the <keycap function="enter">Enter</keycap> key, selecting the
+    <guibutton>Enter</guibutton> icon or going to 
+    <menuchoice><guimenu>Transaction</guimenu><guimenuitem>Enter Transaction</guimenuitem></menuchoice> will
+    now move the cursor to the next line or transaction.
+    </para>
 
-     <para>When using the Account Register Window it is frequently useful to be able to
-      view another account and also the transfer account at the same time. <application>&app;</application> allows you to
-      do this quickly by using the <guibutton>Jump</guibutton> button available in the <emphasis>Toolbar</emphasis> or
-      the <menuchoice><guimenu>Actions</guimenu><guimenuitem>Jump</guimenuitem></menuchoice> menu item in the Account Register Window. </para>
+    <para>To see a more detailed view of a transaction for editing in Basic Ledger, press the
+    <guibutton>Split</guibutton> button on the <emphasis>Toolbar</emphasis> or select 
+    <menuchoice><guimenu>Actions</guimenu><guimenuitem>Split Transaction</guimenuitem></menuchoice>.</para>
+  </sect1>
 
-     <para>Select the transaction in the Account Register Window and either click the <guibutton>Jump</guibutton> icon or select
-      <menuchoice><guimenu>Actions</guimenu><guimenuitem>Jump</guimenuitem></menuchoice> to open the Account Register Window 
-      target. If the transaction is split
-      between more than one transfer account then you will need to show all the split transfer accounts first and
-      select the transfer account to jump to.</para>
-   </sect1>
+  <sect1 id="trans-delete">
+    <title>Deleting a Transaction</title>
 
-   <sect1 id="trans-sched">
-    <title>Scheduling Transactions</title>
+    <para>If a transaction needs to be removed from the register, select the transaction and press either
+    the <guibutton>Delete</guibutton> icon on the <emphasis>Toolbar</emphasis> or go to 
+    <menuchoice><guimenu>Transaction</guimenu><guimenuitem>Delete Transaction</guimenuitem></menuchoice>.
 
-     <para>Scheduled Transactions provide the ability to have reminders scheduled or transactions scheduled to be
-      entered at a specified date. This is combined with the <emphasis role="bold">Since Last Run
-      </emphasis> assistant (<xref linkend="trans-sched-slr"></xref>) to review and enter the transactions. The
-      <guilabel>Mortgage & Loan Repayment</guilabel> assistant (<xref linkend="trans-sched-loans"></xref>) is used
-      to setup a scheduled transaction to repay a compounding interest loan. The Scheduled Transaction Editor
-      (<xref linkend="sched-editor"></xref>) is used to create and edit transactions that are to be added to the
-      register in an automated way.</para>
-
-     <para>The easiest way to setup a scheduled transaction is to use an existing transaction in an account register
-      as a template. Select the transaction you wish to use as a template and then either select the
-      <guibutton>Schedule</guibutton> icon on the <emphasis>Toolbar</emphasis> or go to 
-      <menuchoice><guimenu>Actions</guimenu><guimenuitem>Schedule...</guimenuitem></menuchoice>.
-      This will bring up the <emphasis role="bold">Make Scheduled Transaction</emphasis> dialog.</para>
-
-      <itemizedlist>
-       <listitem>
-        <para><guilabel>Name:</guilabel> Enter a name to use for the scheduled transaction. This will be
-         used in the <guilabel>Description</guilabel> file of the transaction.</para>
-       </listitem>
+    A window will appear to confirm the delete, unless the preference has been changed.  The window presents
+    two options; "Remember and don’t ask again", and "Remember and don’t ask again this session". The response
+    will be set according to the selected checkbox.  The preference can also be reset via 
+    <menuchoice><guimenu>Actions</guimenu><guimenuitem>Reset Warnings</guimenuitem></menuchoice>.  <xref linkend="reset-warning"></xref>.</para>
 
-       <listitem>
-        <para><guilabel>Frequency:</guilabel> Choose the time period you want between scheduled entries. The
-         dates that the transactions will be entered will show in the mini calendar pane to the right.</para>
-       </listitem>
+    <para>Parts of a transaction can also be removed by pressing the <guibutton>Split</guibutton> button on
+    the <emphasis>Toolbar</emphasis> or selecting 
+    <menuchoice><guimenu>Actions</guimenu><guimenuitem>Split Transaction</guimenuitem></menuchoice>. The part of the
+    transaction that needs to be deleted can be then selected for deletion.</para>
+  </sect1>
 
-       <listitem>
-        <para><guilabel>Start Date:</guilabel> Choose a date for the scheduled transaction to start.</para>
-       </listitem>
+  <sect1 id="trans-split-remove">
+    <title>Removing Transaction Splits</title>
+
+    <para>Removing Transaction Splits involves erasing all splits except the one for the account that is opened.
+    This is a useful way of reusing a previous transaction that has multiple splits that need to be changed.
+    (Note this can be done without opening the split, but doing so makes the effect more visible)</para>
+
+    <orderedlist>
+      <listitem>
+        <para>If in Basic Ledger, press the <guibutton>Split</guibutton> button on the <emphasis>Toolbar</emphasis> or select
+        <menuchoice><guimenu>Actions</guimenu><guimenuitem>Split Transaction</guimenuitem></menuchoice> 
+        to open the transaction.  If in other modes select transaction.</para>
+      </listitem>
+
+      <listitem>
+        <para>Select <menuchoice><guimenu>Transaction</guimenu><guimenuitem>Remove Transaction Splits</guimenuitem></menuchoice>.</para>
+        <para>A window will appear to confirm the delete, unless the preference has been changed.  The window
+        presents two options; "Remember and don’t ask again", and "Remember and don’t ask again this session".
+        The response will be set according to the selected checkbox.  The preference can also be reset via
+        <menuchoice><guimenu>Actions</guimenu><guimenuitem>Reset Warnings</guimenuitem></menuchoice>.  <xref linkend="reset-warning"></xref>.</para>
+      </listitem>
+
+      <listitem>
+        <para>All Accounts and their related details will be removed except for the
+        currently opened account. </para>
+      </listitem>
+
+      <listitem>
+        <para>The amount is not balanced and <application>&app;</application> will indicate this by placing gray
+        check-boxes in the amount columns with the unbalanced amount in the blank last
+        row.</para>
+      </listitem>
+
+      <listitem>
+        <para>Edit the transaction to fill in the new details.</para>
+      </listitem>
+    </orderedlist>
+  </sect1>
 
-       <listitem>
-        <para><guilabel>Never End:</guilabel> This scheduled transaction has no finish date.</para>
-       </listitem>
+  <sect1 id="trans-copy">
+    <title>Copying a Transaction</title>
 
-       <listitem>
-        <para><guilabel>End Date:</guilabel> Choose a date for the scheduled transaction to end.</para>
-       </listitem>
+    <para>Copying Transactions is available from the <guimenu>Transaction</guimenu> menu.  The
+    <guimenu>Transaction</guimenu> menu has <guimenu>Cut Transaction</guimenu>, <guimenu>Copy
+    Transaction</guimenu> and <guimenu>Paste Transaction</guimenu> which allows a whole transaction to be
+    cut or copied and pasted to a new transaction line.
+    This way of copying a transaction will use the date showing in the new transaction blank line.
+    </para>
 
-       <listitem>
-        <para><guilabel>Number of Occurrences:</guilabel> Enter the number of times you wish the scheduled
-         transaction to be added to the register.</para>
-       </listitem>
-      </itemizedlist>
+    <para>The <menuchoice><guimenu>Transaction</guimenu><guimenuitem>Duplicate Transaction...</guimenuitem></menuchoice> or the <emphasis>Toolbar</emphasis>
+    <guimenu>Duplicate</guimenu> which, unlike the Copy method, allows for choosing a different date.</para>
 
-       <para>The <guilabel>Advanced...</guilabel> button brings up the Scheduled Transaction Editor’s dialog to
-        Edit the Scheduled Transaction. This is described in the section Scheduled Transaction Editor.
-        <xref linkend="sched-editor"></xref></para>
+    <itemizedlist>
+      <listitem>
+        <para>Select the transaction to duplicate.</para>
+      </listitem>
 
-       <sect2 id="sched-trans-win">
-        <title>Scheduled Transactions Window</title>
+      <listitem>
+        <para>Go to <menuchoice><guimenu>Transaction</guimenu><guimenuitem>Duplicate Transaction...</guimenuitem></menuchoice></para>
+      </listitem>
 
-         <para>The Scheduled Transaction Window is used to access the list of scheduled transactions and create,
-          edit or remove them. It also provides a calendar which displays upcoming scheduled transactions. Clicking
-          on the calendar view and hovering over any date will pop up a small dialog that shows the transactions
-          scheduled for that day. The yellow highlight in the calendar indicates which days have scheduled
-          transactions. To dismiss the hover dialog click once more.</para>
+      <listitem>
+        <para>A dialog called <emphasis role="bold">Duplicate Transaction</emphasis> will prompt for a new 
+        Date and Num for the transaction.</para>
+      </listitem>
 
-         <para>The top pane of the Scheduled Transaction Window contains the list of scheduled transactions that are
-          currently setup. This window lists the Name of the transaction, if the transaction is enabled for scheduling,
-          the Frequency (month and day) that the transaction is to be entered, the last time the transaction was entered
-          and the next time the transaction will be entered.</para>
+      <listitem>
+        <para>Press <guibutton>OK</guibutton> to add the transaction to the register.</para>
+      </listitem>
+    </itemizedlist>
+  </sect1>
 
-         <para>The right side of this pane contains a down arrow button that when clicked will pull-down a window to
-          allow selection of the characteristics displayed in the list.  Unchecking the appropriate box will remove the
-          characteristic from the display.</para>
+  <sect1 id="trans-stts">
+    <title>Setting the reconcile status (<guilabel>R</guilabel> field) of a transaction</title>
+    <para>In the <application>&app;</application> register there is a column named <guilabel>R</guilabel>. This field 
+    indicates the status of a transaction. Possible values are:</para>
 
-         <para>The <emphasis>Toolbar</emphasis> of this window contains three buttons to create, delete and edit scheduled transactions.
-          <guibutton>New</guibutton> and <guibutton>Edit</guibutton> buttons opens the Edit Scheduled Transaction dialog. 
-          <guibutton>Delete</guibutton> removes the selected scheduled transaction.
-          The same options are available thru <menuchoice><guimenu>Schedule</guimenu><guimenuitem>New/Edit/Delete</guimenuitem></menuchoice>,
-          from the Scheduled Transaction Tab. </para>
+    <variablelist>
+      <varlistentry>
+        <term><guilabel>n</guilabel></term>
+        <listitem>
+          <para>Default status when a transaction is created</para>
+        </listitem>
+      </varlistentry>
 
-         <para>Below the list of scheduled transactions is the Upcoming calendar. This calendar displays up to the next
-          year and highlights the dates that the scheduled transactions are scheduled to occur so it is easy to see when
-          the transactions are scheduled.  Clicking on a date in the calendar brings up a list of scheduled transactions
-          for that date. Moving the mouse over other dates changes to the list of transactions on those dates. Clicking
-          once more on the calendar removes the transaction list.</para>
+      <varlistentry>
+        <term><guilabel>c</guilabel></term>
+        <listitem>
+          <para>Cleared. Status may be assigned either manually or by an import process.</para>
+        </listitem>
+      </varlistentry>
 
-         <para>The Scheduled Transaction Window is activated from the Account tab or the Transaction Register via
-         <menuchoice><guimenu>Actions</guimenu><guisubmenu>Scheduled Transaction</guisubmenu>
-         <guimenuitem>Scheduled Transaction Editor...</guimenuitem></menuchoice>.</para>
+      <varlistentry>
+        <term><guilabel>y</guilabel></term>
+        <listitem>
+          <para>Status assigned solely by the reconciliation process (see <xref linkend="acct-reconcile" />).  
+          Places limits optionally requiring confirmation on editing fields in that line of a transaction.</para>
+        </listitem>
+      </varlistentry>
 
-        </sect2>
-</sect1>
-<sect1 id="sched-editor">
-     <title>Edit Scheduled Transaction Window</title>
+      <varlistentry>
+        <term><guilabel>f</guilabel></term>
+        <listitem>
+          <para>Frozen. Not implemented at this time</para>
+        </listitem>
+      </varlistentry>
 
-       <para>The Edit Scheduled Transaction Window is divided into a Name area, Options area, Occurrences area,
-        Recurrence Frequency area, mini calendar and Template Transaction pane.</para>
+      <varlistentry>
+        <term><guilabel>v</guilabel></term>
+        <listitem>
+          <para>Voided. Status is assigned or released manually through the transaction menu (<xref linkend="Trans-transaction-menu" />)
+          to a transaction and applies to every line in the transaction. It hides most of the transaction details but does not delete them. 
+          When a transaction is voided a reason entry is required that appears to the right of the description.</para>
+        </listitem>
+      </varlistentry>
+    </variablelist>
 
-       <para>The <emphasis role="bold">Name</emphasis> field is used to enter the name for the scheduled transaction. This will be
-        used in the <guilabel>Description</guilabel> of the transaction.</para>
+  </sect1>
 
-       <para>The <emphasis role="bold">Options</emphasis> area contains check-boxes to set if the transaction is
-        automatically created and how many days in advance the transaction is created and/or a reminder posted.
-       </para>
+  <sect1 id="acct-jump">
+    <title>Jump to another Account Register</title>
 
-       <para>The <emphasis role="bold">Occurrences</emphasis> area contains selections to set for dates limits on
-        transactions to be entered or the number of transactions to be entered.</para>
+    <para>When using the Account Register Window it is frequently useful to be able to
+    view another account and also the transfer account at the same time. <application>&app;</application> allows you to
+    do this quickly by using the <guibutton>Jump</guibutton> button available in the <emphasis>Toolbar</emphasis> or
+    the <menuchoice><guimenu>Actions</guimenu><guimenuitem>Jump</guimenuitem></menuchoice> menu item in the Account Register Window. </para>
 
-       <para>The <emphasis role="bold">Recurrence Frequency</emphasis> area contains selections to set how
-        often the transaction is scheduled to be added and on what dates this occurs.</para>
+    <para>Select the transaction in the Account Register Window and either click the <guibutton>Jump</guibutton> icon or select
+    <menuchoice><guimenu>Actions</guimenu><guimenuitem>Jump</guimenuitem></menuchoice> to open the Account Register Window 
+    target. If the transaction is split
+    between more than one transfer account then you will need to show all the split transfer accounts first and
+    select the transfer account to jump to.</para>
+  </sect1>
 
-       <para>The mini calendar provides a visual indication of what transactions are already scheduled.</para>
+  <sect1 id="trans-sched">
+    <title>Scheduling Transactions</title>
 
-       <para>The <emphasis role="bold">Template Transaction</emphasis> pane allows you to setup the transaction
-        as you would like it to be entered into the register.</para>
+    <para>Scheduled Transactions provide the ability to have reminders scheduled or transactions scheduled to be
+    entered at a specified date. This is combined with the <emphasis role="bold">Since Last Run
+    </emphasis> assistant (<xref linkend="trans-sched-slr"></xref>) to review and enter the transactions. The
+    <guilabel>Mortgage & Loan Repayment</guilabel> assistant (<xref linkend="trans-sched-loans"></xref>) is used
+    to setup a scheduled transaction to repay a compounding interest loan. The Scheduled Transaction Editor
+    (<xref linkend="sched-editor"></xref>) is used to create and edit transactions that are to be added to the
+    register in an automated way.</para>
+
+    <para>The easiest way to setup a scheduled transaction is to use an existing transaction in an account register
+    as a template. Select the transaction you wish to use as a template and then either select the
+    <guibutton>Schedule</guibutton> icon on the <emphasis>Toolbar</emphasis> or go to 
+    <menuchoice><guimenu>Actions</guimenu><guimenuitem>Schedule...</guimenuitem></menuchoice>.
+    This will bring up the <emphasis role="bold">Make Scheduled Transaction</emphasis> dialog.</para>
+
+    <itemizedlist>
+      <listitem>
+        <para><guilabel>Name:</guilabel> Enter a name to use for the scheduled transaction. This will be
+        used in the <guilabel>Description</guilabel> file of the transaction.</para>
+      </listitem>
 
-       <para>These options are described in more detail in <xref linkend="trans-sched"></xref></para>
+      <listitem>
+        <para><guilabel>Frequency:</guilabel> Choose the time period you want between scheduled entries. The
+        dates that the transactions will be entered will show in the mini calendar pane to the right.</para>
+      </listitem>
 
-        <itemizedlist>
-         <listitem><para>From the Scheduled Transaction tab selecting a transaction from the list and pressing
-          the <guibutton>Edit</guibutton> or <guibutton>New</guibutton> buttons will bring up the Edit Scheduled Transaction Editor.</para>
-         </listitem>
-        </itemizedlist>
+      <listitem>
+        <para><guilabel>Start Date:</guilabel> Choose a date for the scheduled transaction to start.</para>
+      </listitem>
 
-   </sect1>
+      <listitem>
+        <para><guilabel>Never End:</guilabel> This scheduled transaction has no finish date.</para>
+      </listitem>
 
-   <sect1 id="print-check">
-    <title>Printing Checks</title>
+      <listitem>
+        <para><guilabel>End Date:</guilabel> Choose a date for the scheduled transaction to end.</para>
+      </listitem>
 
-     <para>Checks are printed in <application>&app;</application> from the account register. <application>&app;</application> provides the
-     ability to print to several standard Quicken Checks (including US Letter) or to make
-     a custom check format. Check position and Date formats are also customizable.</para>
+      <listitem>
+        <para><guilabel>Number of Occurrences:</guilabel> Enter the number of times you wish the scheduled
+        transaction to be added to the register.</para>
+      </listitem>
+    </itemizedlist>
+
+    <para>The <guilabel>Advanced...</guilabel> button brings up the Scheduled Transaction Editor’s dialog to
+    Edit the Scheduled Transaction. This is described in the section Scheduled Transaction Editor.
+    <xref linkend="sched-editor"></xref></para>
+
+    <sect2 id="sched-trans-win">
+      <title>Scheduled Transactions Window</title>
+
+      <para>The Scheduled Transaction Window is used to access the list of scheduled transactions and create,
+      edit or remove them. It also provides a calendar which displays upcoming scheduled transactions. Clicking
+      on the calendar view and hovering over any date will pop up a small dialog that shows the transactions
+      scheduled for that day. The yellow highlight in the calendar indicates which days have scheduled
+      transactions. To dismiss the hover dialog click once more.</para>
+
+      <para>The top pane of the Scheduled Transaction Window contains the list of scheduled transactions that are
+      currently setup. This window lists the Name of the transaction, if the transaction is enabled for scheduling,
+      the Frequency (month and day) that the transaction is to be entered, the last time the transaction was entered
+      and the next time the transaction will be entered.</para>
+
+      <para>The right side of this pane contains a down arrow button that when clicked will pull-down a window to
+      allow selection of the characteristics displayed in the list.  Unchecking the appropriate box will remove the
+      characteristic from the display.</para>
+
+      <para>The <emphasis>Toolbar</emphasis> of this window contains three buttons to create, delete and edit scheduled transactions.
+      <guibutton>New</guibutton> and <guibutton>Edit</guibutton> buttons opens the Edit Scheduled Transaction dialog. 
+      <guibutton>Delete</guibutton> removes the selected scheduled transaction.
+      The same options are available thru <menuchoice><guimenu>Schedule</guimenu><guimenuitem>New/Edit/Delete</guimenuitem></menuchoice>,
+      from the Scheduled Transaction Tab. </para>
+
+      <para>Below the list of scheduled transactions is the Upcoming calendar. This calendar displays up to the next
+      year and highlights the dates that the scheduled transactions are scheduled to occur so it is easy to see when
+      the transactions are scheduled.  Clicking on a date in the calendar brings up a list of scheduled transactions
+      for that date. Moving the mouse over other dates changes to the list of transactions on those dates. Clicking
+      once more on the calendar removes the transaction list.</para>
+
+      <para>The Scheduled Transaction Window is activated from the Account tab or the Transaction Register via
+      <menuchoice><guimenu>Actions</guimenu><guisubmenu>Scheduled Transaction</guisubmenu>
+      <guimenuitem>Scheduled Transaction Editor...</guimenuitem></menuchoice>.</para>
+
+    </sect2>
+  </sect1>
+  <sect1 id="sched-editor">
+    <title>Edit Scheduled Transaction Window</title>
 
-     <para>To print a single check in <application>&app;</application>, select the transaction to print a check for
-     and go to <menuchoice><guimenu>File</guimenu><guimenuitem>Print Checks</guimenuitem></menuchoice>. 
-     This will open the Print Checks properties dialog to print the selected transaction.</para>
+    <para>The Edit Scheduled Transaction Window is divided into a Name area, Options area, Occurrences area,
+    Recurrence Frequency area, mini calendar and Template Transaction pane.</para>
 
-     <para>To print multiple checks in <application>&app;</application> execute a search to find the transactions
-     you wish to print.  With the search results window as the front window go to
-     <menuchoice><guimenu>File</guimenu><guimenuitem>Print Checks</guimenuitem></menuchoice>. This will open 
-     the Print Checks properties dialog to print all the transactions in the search results window.</para>
+    <para>The <emphasis role="bold">Name</emphasis> field is used to enter the name for the scheduled transaction. This will be
+    used in the <guilabel>Description</guilabel> of the transaction.</para>
 
-     <para>The Print Checks dialog has two tabs. The first tab, Options, is used to setup
-      the most common options to print a check. The second tab, Custom format, is used to
-      setup the position of various fields on the check. It is useful to print a test check
-      to a plain piece of paper first and use that to make any adjustments needed.</para>
+    <para>The <emphasis role="bold">Options</emphasis> area contains check-boxes to set if the transaction is
+    automatically created and how many days in advance the transaction is created and/or a reminder posted.
+    </para>
 
-     <para>The default selection in Options is for Quicken/Quickbooks (tm) US-Letter checks.</para>
+    <para>The <emphasis role="bold">Occurrences</emphasis> area contains selections to set for dates limits on
+    transactions to be entered or the number of transactions to be entered.</para>
 
-      <itemizedlist>
-       <listitem>
-        <para>Check format: Test with Quicken first then use custom if the position is incorrect.</para>
-       </listitem>
+    <para>The <emphasis role="bold">Recurrence Frequency</emphasis> area contains selections to set how
+    often the transaction is scheduled to be added and on what dates this occurs.</para>
 
-       <listitem>
-        <para>Check position: This sets if the Top, Middle or Bottom check is printed.  Custom is used if the
-         position of the checks on the page is incorrect.</para>
-       </listitem>
+    <para>The mini calendar provides a visual indication of what transactions are already scheduled.</para>
 
-       <listitem>
-        <para>Date format: The default here is set in the Preferences International section. Choose a date format.
-         This can also be adjusted by the Use of the Months: and Years: lines. Custom allows the date format to be
-         set in the Format: box (%m means month, %d means day, %Y means year) A Sample of the format chosen is
-         displayed below.</para>
-       </listitem>
-       <listitem>
-         <para>Address: This sets the address of the Payee, if the check format includes a
-          space for it and you are printing a single check.</para>
-       </listitem>
-      </itemizedlist>
-
-      <para>The Custom format tab has two sections.  The top half of the window (above the
-      dividing line) allows you to position the fields in each check.  It contains two
-      columns to enter in the X and Y co-ordinates of the field position on the
-      check. Positions in the Custom Check Format entry area are specified with x = 0 at
-      the left edge of the check with x increasing to the right, and y = 0 at the top edge
-      of the check with y increasing as you travel down.  (If you are using a version of
-      GTK prior to 2.10, then y = 0 is at the bottom of the page and y increases as you
-      travel up.)</para>
-
-       <itemizedlist>
-        <listitem>
-         <para>Payee: </para>
-        </listitem>
+    <para>The <emphasis role="bold">Template Transaction</emphasis> pane allows you to setup the transaction
+    as you would like it to be entered into the register.</para>
 
-        <listitem>
-         <para>Date: </para>
-        </listitem>
+    <para>These options are described in more detail in <xref linkend="trans-sched"></xref></para>
 
-        <listitem>
-         <para>Amount (words): </para>
-        </listitem>
+    <itemizedlist>
+      <listitem><para>From the Scheduled Transaction tab selecting a transaction from the list and pressing
+      the <guibutton>Edit</guibutton> or <guibutton>New</guibutton> buttons will bring up the Edit Scheduled Transaction Editor.</para>
+      </listitem>
+    </itemizedlist>
 
-        <listitem>
-         <para>Amount (numbers): </para>
-        </listitem>
+  </sect1>
 
-        <listitem>
-         <para>Address: </para>
-        </listitem>
+  <sect1 id="print-check">
+    <title>Printing Checks</title>
 
-        <listitem>
-         <para>Notes: </para>
-        </listitem>
+    <para>Checks are printed in <application>&app;</application> from the account register. <application>&app;</application> provides the
+    ability to print to several standard Quicken Checks (including US Letter) or to make
+    a custom check format. Check position and Date formats are also customizable.</para>
 
-        <listitem>
-         <para>Memo: </para>
-        </listitem>
+    <para>To print a single check in <application>&app;</application>, select the transaction to print a check for
+    and go to <menuchoice><guimenu>File</guimenu><guimenuitem>Print Checks</guimenuitem></menuchoice>. 
+    This will open the Print Checks properties dialog to print the selected transaction.</para>
 
-        <listitem>
-         <para>Splits Amount: </para>
-        </listitem>
+    <para>To print multiple checks in <application>&app;</application> execute a search to find the transactions
+    you wish to print.  With the search results window as the front window go to
+    <menuchoice><guimenu>File</guimenu><guimenuitem>Print Checks</guimenuitem></menuchoice>. This will open 
+    the Print Checks properties dialog to print all the transactions in the search results window.</para>
 
-        <listitem>
-         <para>Splits Memo: </para>
-        </listitem>
+    <para>The Print Checks dialog has two tabs. The first tab, Options, is used to setup
+    the most common options to print a check. The second tab, Custom format, is used to
+    setup the position of various fields on the check. It is useful to print a test check
+    to a plain piece of paper first and use that to make any adjustments needed.</para>
 
-        <listitem>
-         <para>Splits Account: </para>
-        </listitem>
-       </itemizedlist>
+    <para>The default selection in Options is for Quicken/Quickbooks (tm) US-Letter checks.</para>
 
-       <para>The part of the custom format tab below the dividing line contains fields to
-       position the entire check correctly on the page.  The Translation field is the
-       distance from the top left corner and the Rotation field rotates the check
-       clockwise by the indicated amount.</para>
+    <itemizedlist>
+      <listitem>
+        <para>Check format: Test with Quicken first then use custom if the position is incorrect.</para>
+      </listitem>
 
-       <para>The Units field in the bottom half of the window specifies the units used in
-       all the fields in both halves of the window.</para>
+      <listitem>
+        <para>Check position: This sets if the Top, Middle or Bottom check is printed.  Custom is used if the
+        position of the checks on the page is incorrect.</para>
+      </listitem>
 
-       <para>Once <guibutton>OK</guibutton> is pressed on the Print Check dialog the Print <application>&app;</application> Document dialog is presented. Press <guibutton>OK</guibutton>
-        to print the check.</para>
+      <listitem>
+        <para>Date format: The default here is set in the Preferences International section. Choose a date format.
+        This can also be adjusted by the Use of the Months: and Years: lines. Custom allows the date format to be
+        set in the Format: box (%m means month, %d means day, %Y means year) A Sample of the format chosen is
+        displayed below.</para>
+      </listitem>
+      <listitem>
+        <para>Address: This sets the address of the Payee, if the check format includes a
+        space for it and you are printing a single check.</para>
+      </listitem>
+    </itemizedlist>
+
+    <para>The Custom format tab has two sections.  The top half of the window (above the
+    dividing line) allows you to position the fields in each check.  It contains two
+    columns to enter in the X and Y co-ordinates of the field position on the
+    check. Positions in the Custom Check Format entry area are specified with x = 0 at
+    the left edge of the check with x increasing to the right, and y = 0 at the top edge
+    of the check with y increasing as you travel down.  (If you are using a version of
+    GTK prior to 2.10, then y = 0 is at the bottom of the page and y increases as you
+    travel up.)</para>
+
+    <itemizedlist>
+      <listitem>
+        <para>Payee: </para>
+      </listitem>
+
+      <listitem>
+        <para>Date: </para>
+      </listitem>
+
+      <listitem>
+        <para>Amount (words): </para>
+      </listitem>
+
+      <listitem>
+        <para>Amount (numbers): </para>
+      </listitem>
+
+      <listitem>
+        <para>Address: </para>
+      </listitem>
+
+      <listitem>
+        <para>Notes: </para>
+      </listitem>
+
+      <listitem>
+        <para>Memo: </para>
+      </listitem>
+
+      <listitem>
+        <para>Splits Amount: </para>
+      </listitem>
+
+      <listitem>
+        <para>Splits Memo: </para>
+      </listitem>
+
+      <listitem>
+        <para>Splits Account: </para>
+      </listitem>
+    </itemizedlist>
+
+    <para>The part of the custom format tab below the dividing line contains fields to
+    position the entire check correctly on the page.  The Translation field is the
+    distance from the top left corner and the Rotation field rotates the check
+    clockwise by the indicated amount.</para>
+
+    <para>The Units field in the bottom half of the window specifies the units used in
+    all the fields in both halves of the window.</para>
+
+    <para>Once <guibutton>OK</guibutton> is pressed on the Print Check dialog the Print <application>&app;</application> Document dialog is presented. Press <guibutton>OK</guibutton>
+    to print the check.</para>
 
-    </sect1>
+  </sect1>
 
-    <sect1 id="trans-online">
-     <title>Online Actions ...</title>
+  <sect1 id="trans-online">
+    <title>Online Actions ...</title>
 
-<note><para>This section is "under construction - any input will be welcome !!".</para></note>
+    <note><para>This section is "under construction - any input will be welcome !!".</para></note>
 
-      <sect2> <title>Get Balance</title><para></para></sect2>
-      <sect2> <title>Get Transactions ...</title><para></para></sect2>
-      <sect2> <title>Issue Transaction</title><para></para></sect2>
-      <sect2> <title>Direct Debit</title><para></para></sect2>
+    <sect2> <title>Get Balance</title><para></para></sect2>
+    <sect2> <title>Get Transactions ...</title><para></para></sect2>
+    <sect2> <title>Issue Transaction</title><para></para></sect2>
+    <sect2> <title>Direct Debit</title><para></para></sect2>
 
-    </sect1>
+  </sect1>
 
-    <sect1  id="general-ledger">
-     <title>General Ledger</title>
-      <para>The General Ledger is an advanced register used to enter transactions without needing to open
-       individual accounts. The General Ledger shows the transaction entries for all accounts on one register.</para>
+  <sect1  id="general-ledger">
+    <title>General Ledger</title>
+    <para>The General Ledger is an advanced register used to enter transactions without needing to open
+    individual accounts. The General Ledger shows the transaction entries for all accounts on one register.</para>
 
-      <para>Entering transactions in the General Ledger is more complicated than entering them in the individual
-       account registers. The advantage is the General Ledger provides a more comprehensive view of the
-       transactions you have entered in all your accounts.</para>
+    <para>Entering transactions in the General Ledger is more complicated than entering them in the individual
+    account registers. The advantage is the General Ledger provides a more comprehensive view of the
+    transactions you have entered in all your accounts.</para>
 
-      <para>The General Ledger defaults to showing only the previous month of transactions. This is changeable
-       by using the "Filter By..." on the View menu.</para>
-    </sect1>
+    <para>The General Ledger defaults to showing only the previous month of transactions. This is changeable
+    by using the "Filter By..." on the View menu.</para>
+  </sect1>
 
 </chapter>
 



Summary of changes:
 help/C/Help_ch_Tools_Assistants.xml |  108 ++-
 help/C/Help_ch_Transactions.xml     | 1370 ++++++++++++++++++-----------------
 2 files changed, 794 insertions(+), 684 deletions(-)



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