View the details of a booklet
On the Budget page, the preview on each card only shows the latest operations. To view the complete history of a booklet, you open its detail window.
Open the detail of a booklet
- 1
Go to the Budget page
In the sidebar, click on Budget.
- 2
Locate the booklet card
Find the card of the booklet that interests you in the grid.
- 3
Click on « View More »
At the bottom right of the card, click on the View More link. A modal window opens with the complete table of operations.
Anatomy of the operations table
The table displays all the operations of the booklet, without pagination by default. Four columns:
| Column | Information displayed |
|---|---|
| Date | Date of the operation, complete format (day, day of the week, month, year) |
| Label | Name or description of the operation |
| Amount | Amount with color code: green for entries (+), red for outflows (−) |
| View more | Button with an eye icon that opens the source of the operation |
Sort the table
Click on the header of a column to sort the table by this column:
| Column | Possible sorting | Typical use |
|---|---|---|
| Date | Chronological order ↑↓ | Find a recent or old operation |
| Label | Alphabetical order ↑↓ | Group similar operations |
| Amount | Numerical order ↑↓ | Identify the largest movements |
A second click reverses the direction of the sort.
Open the source of an operation
Each line contains an eye button ("View more") in the right column. Clicking it opens in a new tab the page of origin of the operation.
Depending on the type of operation, the destination differs:
| Operation type | Link destination |
|---|---|
| Payment | The payment record in the Payments module |
| Internal transfer | The transfer detail (advanced feature available on request) |
| Expense or income | The corresponding detailed management (advanced feature available on request) |
See Understand operation types for the distinction between these types.
Concrete case: reading a "Renovation" booklet
┌──────────────────┬─────────────────────────────┬──────────┬───────────┐
│ Date │ Label │ Amount │ View more │
├──────────── ──────┼─────────────────────────────┼──────────┼───────────┤
│ Monday 12 May │ Donation from Sarah Cohen │ +1,800 € │ 👁 │
│ Friday 09 May │ Donation from David Lévy │ +500 € │ 👁 │
│ Thursday 08 May │ Transfer from Main Cash │ +2,000 € │ 👁 │
│ │ Register │ │ │
│ Wednesday 07 May │ Donation from Léa Benhamou │ +250 € │ 👁 │
│ Tuesday 06 May │ Donation from Yossi Mizrahi │ +200 € │ 👁 │
│ Monday 05 May │ Donation from Rachel Azoulay│ +150 € │ 👁 │
│ Friday 02 May │ DIY tools purchase │ −350 € │ 👁 │
│ Thursday 01 May │ Anonymous donation │ +100 € │ 👁 │
└──────────────────┴─────────────────────────────┴──────────┴ ───────────┘
To read: this booklet has accumulated donations + internal transfer − material expense = positive current balance.
Performance
The table loads all the operations of the booklet in a single request. For a booklet with a few hundred operations, loading is instantaneous. Beyond a few thousand, expect a few seconds.
The detail window is made for quick consultation. To export or analyze more in depth, use the exports of the Payments module which contain the same enriched data.