Record
| Field | Values |
|---|---|
| Type | Income, Expense; Neither (rename dialog tab only) removes the record |
| Currency | Any ISO 4217 code enabled in Metadata > Currencies |
| Amount | Zero or more, up to four decimals; never negative |
Amount formats
| Typed | Read as |
|---|---|
1500, 1500.50, 1500,50 |
1500, 1500.50, 1500.50 |
1.500, 1,500 |
1.50 (a single separator is the decimal one) |
1.500,50, 1,500.50 |
1500.50 (with two separators, the last one is decimal) |
1.234.567 |
1234567 (one separator repeated groups thousands) |
-5, abc, 1.23456 |
refused |
Amounts are shown without a thousands separator, with the decimal point of
the desktop's regional format: 1500,00 EUR or 1500.00 EUR.
Sidebar filter
| Choice | Shows |
|---|---|
| Any amount | every document (the filter is off; Clear filters selects it) |
| Income | documents recorded as an income |
| Expense | documents recorded as an expense |
| With an amount | documents with an income or an expense |
| Without an amount | documents with nothing recorded |
The filter combines with the other sidebar filters.
Amount column
| Document | Cell |
|---|---|
| Expense | negative, red: −650,40 EUR |
| Income | no sign, green: 1500,00 EUR |
| Nothing recorded | empty |
Sort order: documents with an amount first, grouped by currency, from the largest expense to the largest income.
Income and expenses view
| Selection | Documents counted | Line above the chart |
|---|---|---|
| None | every document the filters leave on screen | "3 of 5 documents shown counted" |
| Some | the selected documents | "2 of 2 selected documents counted" |
- One card per currency: income, expense, net.
- Chart grouping: total, year, month, group, sender, purpose.
- Hovering a bar: income, expense, net, number of documents.
- Documents with nothing recorded are listed as not counted.
- Set income or expense… in the view edits the documents it counts.
Menu entries
Right-click > Documents > Annotation:
| Entry | Does |
|---|---|
| Set income or expense… | record the selected documents |
| Clear income or expense | remove their records |
| Show income and expenses | open the view |
| Manage currencies | open Metadata > Currencies |
Storage
<repository>/.conf/plugins/MiAZOikos/data/MiAZOikos.json. Records follow a
document when it is renamed, are removed when it is deleted, and are included
in Backup & Restore.