Transactions toolbar

The Transactions view's toolbar contains seven control groups. They can be repositioned by dragging their beveled "grip"

and hidden by unchecking the corresponding entry in the Toolbar submenu of the view's pop-up menu. The menu also contains functional equivalents to all toolbar controls.

"Transactions" group

	New. Click to enter a new transaction.
	Delete. Click to delete the selected transaction or all transactions in a transaction number range.
	Merge. Click to merge all transactions in a transaction number range.

Note that the "Position" group controls can be used to move transactions to adjacent positions in the Grid and to renumber them accordingly, so as to create a contiguous transaction number range to delete or merge.

"Layout" group

Standard Grid orientation and error display buttons:

	Rowwise display. When this button is depressed, each transaction record is displayed in a Grid row (record fields map to Grid columns).
	Columnwise display. When this button is depressed, each transaction record is displayed in a Grid column (record fields map to Grid rows).
	Show errors. When this button is depressed, error codes are displayed in cells without a valid value. Otherwise, cells containing errors are blank.

"Sort" group

Standard Grid sort buttons:

	Sort ascending (low to high). Click for transactions with lower values in the selected field to be displayed first.
	Sort descending (high to low). Click for transactions with higher values in the selected field to be displayed first.

"Auto" group

Autocomplete. When this button is depressed, editing a transaction's date, time or quantity (number of asset units) causes the principal value to be set to the specified quantity * the latest known closing price on the transaction date. Editing the principal value causes quantity, principal value and fees to be adjusted, based on the assumption that the specified value is actually inclusive of fees (rather than just the principal) and that the quantity is an integer (no fractional units allowed).

First quote. Click to modify the selected transaction as follows:

Date	= date of oldest available price quote
Units	= 1
Value	= daily close according to oldest available quote
Fees	= 0

This is convenient for the creation of watchlist "portfolios" used to track and compare a set of assets (e.g. all stocks in the FTSE 100 or all mutual funds in a fund category).

"Position" group

Standard Grid position buttons, plus a reference number aid:

	Move up / left. Click to move the selected transaction toward the beginning of the list.
	Move down / right. Click to move the selected transaction toward the end of the list.
	Renumber. Click to assign new transaction numbers, by position in the Grid, to all displayed transactions (as determined by the "Selection" group controls; see below).

"Selection" group

	Whole portfolio. When this button is depressed, the Grid displays all transactions in the portfolio. Otherwise, only transactions in the selected asset (see below) are displayed.
	Asset selector. When the "Whole portfolio" button (see above) is depressed, this control has no effect. Otherwise, only transaction in the selected asset are displayed. Click the spin button to the right for a list of all assets in the portfolio.

"Customize" group

Standard Grid fixed fields and record definition editor buttons:

	Fixed fields. When this button is depressed, record fields which have been marked as fixed in the Grid's record definition become non-scrolling, read-only Grid columns (for rowwise display) or rows (for columnwise display).
	Setup. Click to edit the Grid's record definition.