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"text/html; charset=utf-8" http-equiv=
"content-type">
5 <meta content=
"noindex" name=
"robots">
6 <title>New features
</title>
7 <link href=
"help.css" rel=
"stylesheet" type=
"text/css">
14 <h1>Previously on HomeBank...
</h1>
15 <p>To review the complete list of changes, please use the
<i>Help
> Release Notes
</i> menu from HomeBank program.
</p>
17 <b>New features in v5.2
</b>
19 <li><a href=
"#52print">Export transaction as PDF (for print)
</a></li>
20 <li><a href=
"#52alltxn">List of all transactions
</a></li>
21 <li><a href=
"#52newimport">Import of multiple file with more option
</a></li>
22 <li><a href=
"#52backup">A real backup mechanism
</a></li>
23 <li><a href=
"#52duplicate">Duplicate transaction finder
</a></li>
24 <li><a href=
"#52template">Default template for each account
</a></li>
27 <b>New features in v5.1
</b>
29 <li><a href=
"#51multicurr">Multiple currencies
</a></li>
30 <li><a href=
"#51paydef">Payee default category and payment type
</a></li>
31 <li><a href=
"#51autoassign">New feature for automatic assignments
</a></li>
34 <b>New features in v5.0
</b>
36 <li><a href=
"#50txnstatus">Cleared status to enrich transaction status
</a></li>
37 <li><a href=
"#50stackbudget">Stack chart for budget
</a></li>
38 <li><a href=
"#50search">Quick search for list
</a></li>
41 <b>New features in v4.6
</b>
43 <li><a href=
"#46search">Quick search for transaction
</a></li>
44 <li><a href=
"#46fiscyear">Configure fiscal year boundaries
</a></li>
45 <li><a href=
"#46schedwe">Scheduled transaction date before or after weekend
</a></li>
46 <li><a href=
"#46schedplay">Ability to individually play scheduled transactions from the list
</a></li>
49 <b>New features in v4.5
</b>
51 <li><a href=
"#language">Ability to change language
</a></li>
52 <li><a href=
"#mainreport">Where your money goes
</a></li>
53 <li><a href=
"#txnsplit">Category split for transactions
</a></li>
54 <li><a href=
"#accflt">New filters for account window
</a></li>
55 <li><a href=
"#schedul">Scheduled append until a day of month
</a></li>
58 <!-- = = = = separator = = = = -->
59 <h2>New features in v5.2
</h2>
61 <div class=
"rounded content">
62 <h3><a id=
"52print" name=
"52print"></a> <!-- = = = = separator = = = = -->Export transaction as PDF (for print)
</h3>
63 <p>You can now export the transaction of a single account to a PDF file. This is the first part of the print support into HomeBank.
</p>
64 <p class=
"top"><a href=
"#top">↑ Back to Top
</a></p>
67 <div class=
"rounded content">
68 <h3><a id=
"52alltxn" name=
"52alltxn"></a> <!-- = = = = separator = = = = -->List of all transactions
</h3>
69 <p>From the main window transaction menu you can now open a register with all transaction of all accounts.
<br>
70 Most of the action are available here, except:
</p>
72 <li>export to qif, pdf
73 <li>the duplicate finder
76 <li>the running balance is not showed
79 <p class=
"top"><a href=
"#top">↑ Back to Top
</a></p>
83 <div class=
"rounded content">
84 <h3><a id=
"52newimport" name=
"52newimport"></a> <!-- = = = = separator = = = = -->Import of multiple file with more option
</h3>
85 <p>The import process was completely rewritten starting from zero, with all your wishes in mind. The goal was to enable more flexibility, like import several files at a time and to simplify the access to the option. Adding to this, I added some more duplicate/similar option and a few other refinements. See
<a href=
"use-import.html">the import process
</a> for details.
87 <p class=
"top"><a href=
"#top">↑ Back to Top
</a></p>
89 <div class=
"rounded content">
90 <h3><a id=
"52backup" name=
"52backup"></a> <!-- = = = = separator = = = = -->A real backup mechanism
</h3>
91 <p>A real backup mechanism is now available and enable to create a real backup file once a day, with a configurable occurrence.
</p>
92 <p class=
"top"><a href=
"#top">↑ Back to Top
</a></p>
94 <div class=
"rounded content">
95 <h3><a id=
"52duplicate" name=
"52duplicate"></a> <!-- = = = = separator = = = = -->Duplicate transaction finder
</h3>
96 <p>A duplicate finder is now available from a single account register window in the tools menu. The feature just mark in place the transaction, in bold for the one to keep and strike the potential duplicate called similar.
<br>
97 the similarity is evaluated on amount, date (+gap) and memo.
</p>
98 <p class=
"top"><a href=
"#top">↑ Back to Top
</a></p>
100 <div class=
"rounded content">
101 <h3><a id=
"52template" name=
"52template"></a> <!-- = = = = separator = = = = -->Default template for each account
</h3>
102 <p>On each account you can set a default template transaction, so that every time you create a transaction on that account, the template is used.
</p>
103 <p class=
"top"><a href=
"#top">↑ Back to Top
</a></p>
106 <h2>New features in v5.1
</h2>
107 <div class=
"rounded content">
108 <h3><a id=
"51multicurr" name=
"51multicurr"></a> <!-- = = = = separator = = = = -->Multiple currencies
</h3>
109 <p>You can now manage accounts in different currencies. When opening a file from a previous version of HomeBank, you will be prompted to choose a base currency.
<br>
110 Then you can add several currencies with the
<a href=
"dlg-curr.html">currencies dialog
</a>, update the exchange rate on-line, and assign different currencies to every account.
</p>
111 <p>Take care as the currency formatting option are now in the
<a href=
"dlg-curr.html">currencies dialog
</a>.
112 <p class=
"top"><a href=
"#top">↑ Back to Top
</a></p>
114 <div class=
"rounded content">
115 <h3><a id=
"51paydef" name=
"51paydef"></a> <!-- = = = = separator = = = = -->Payee default category and payment type
</h3>
116 <p>Payee now enables to set some default value for category and payment. So when you add a new transaction, choosing a payee will automatically fill the category and payment. When you edit a transaction, choosing a payee will complete one or both those two fields if they are empty. See the
<a href=
"dlg-paye.html">payee dialog
</a>.
</p>
117 <p class=
"top"><a href=
"#top">↑ Back to Top
</a></p>
119 <div class=
"rounded content">
120 <h3><a id=
"51autoassign" name=
"51autoassign"></a> <!-- = = = = separator = = = = -->New feature for automatic assignments
</h3>
121 <p>New capabilities of the automatic assignment are available:
</p>
123 <li>assign payment
</li>
124 <li>overwrite is now possible
</li>
125 <li>regular expression can be used
</li>
127 <p>See the
<a href=
"dlg-assi.html">assignment dialog
</a>.
</p>
128 <p class=
"top"><a href=
"#top">↑ Back to Top
</a></p>
129 </div><!-- = = = = separator = = = = -->
130 <h2>New features in v5.0
</h2>
131 <div class=
"rounded content">
132 <h3><a id=
"50txnstatus" name=
"50txnstatus"></a> <!-- = = = = separator = = = = -->Cleared status to enrich the transaction status
</h3>
133 <table class=
"t2col">
136 A cleared status for transaction was added, to enrich the existing status. You now also have a Status column into the transaction list to display a new set of status for transactions.
138 <li><img src=
"images/hb-ope-cleared.png"> :
<a href=
"00-lexicon.html#txncleared">cleared
</a></li>
139 <li><img src=
"images/hb-ope-reconciled.png"> :
<a href=
"00-lexicon.html#txnreconciled">reconciled
</a></li>
140 <li><img src=
"images/hb-ope-remind.png"> :
<a href=
"00-lexicon.html#txnremind">remind
</a></li>
143 <td><img class=
"gtkshot" src=
"images/50txnstatus.png"></td>
146 <p class=
"top"><a href=
"#top">↑ Back to Top
</a></p>
148 <div class=
"rounded content">
149 <h3><a id=
"50stackbudget" name=
"50stackbudget"></a> <!-- = = = = separator = = = = -->Stack chart for budget
</h3>
150 <table class=
"t2col">
152 <td>I finally found some time to code a new graph report dedicated to budget, please welcome the stack chart that clarify so much the budget report !
</td>
153 <td><img class=
"gtkshot" src=
"images/50stackbudget.png"></td>
156 <p class=
"top"><a href=
"#top">↑ Back to Top
</a></p>
158 <div class=
"rounded content">
159 <h3><a id=
"50search" name=
"50search"></a> <!-- = = = = separator = = = = -->Quick search for list
</h3>
160 <table class=
"t2col">
162 <td>For more detail on this, please
<a href=
"use-tipsandtricks.html#listsearch">click here
</a>.
</td>
163 <td><img class=
"gtkshot" src=
"images/tip-listsearch.png"></td>
166 <p class=
"top"><a href=
"#top">↑ Back to Top
</a></p>
167 </div><!-- = = = = separator = = = = -->
168 <h2>New features in v4.6
</h2>
169 <div class=
"rounded content">
170 <h3><a id=
"46search" name=
"46search"></a> <!-- = = = = separator = = = = -->Quick search for transaction
</h3>
171 <table class=
"t2col">
174 <p>In the transaction window, right to the balance you will now find a quick search input to fast filter transaction based on text column.
</p>
175 <p>The search apply to all columns except status, date and amount columns.
</p>
177 <td><img class=
"gtkshot" src=
"images/46search.png"></td>
180 <p class=
"top"><a href=
"#top">↑ Back to Top
</a></p>
182 <div class=
"rounded content">
183 <h3><a id=
"46fiscyear" name=
"46fiscyear"></a> <!-- = = = = separator = = = = -->Configure fiscal year boundaries
</h3>
184 <table class=
"t2col">
187 <p>Starting
4.6, you can define your fiscal year start/end date.
</p>
188 <p>Previously the fiscal year was aligned to the calendar year, starting on
1st january and ending on
31 december.
</p>
190 <td><img class=
"gtkshot" src=
"images/46fiscyear.png"></td>
193 <p class=
"top"><a href=
"#top">↑ Back to Top
</a></p>
195 <div class=
"rounded content">
196 <h3><a id=
"46schedwe" name=
"46schedwe"></a> <!-- = = = = separator = = = = -->Scheduled transaction date before or after weekend
</h3>
197 <table class=
"t2col">
200 <p>Insert a scheduled transaction can be controlled to avoid insert on weekend and to automatically change the date to before or after.
</p>
202 <td><img class=
"gtkshot" src=
"images/46schedwe.png"></td>
205 <p class=
"top"><a href=
"#top">↑ Back to Top
</a></p>
207 <div class=
"rounded content">
208 <h3><a id=
"46schedplay" name=
"46schedplay"></a> <!-- = = = = separator = = = = -->Ability to individually play scheduled transactions from the list
</h3>
209 <table class=
"t2col">
212 <p>You now have
2 buttons below the scheduled list on the main window, one to Skip, one to Post, and this for every scheduled you want to manage manually.
</p>
213 <p>If the scheduled transaction can be posted as it, it will be, otherwise if the amount or target account is not pre-filled, you will be prompted with the transaction dialog to make any changes before posting the transaction.
</p>
215 <td><img class=
"gtkshot" src=
"images/use-scheduled2.png"></td>
218 <p class=
"top"><a href=
"#top">↑ Back to Top
</a></p>
219 </div><!-- = = = = separator = = = = -->
220 <h2>New features in v4.5
</h2>
221 <div class=
"rounded content">
222 <h3><a id=
"language" name=
"language"></a> <!-- = = = = separator = = = = -->Ability to change language
</h3>
223 <p>You can now select a different language than the one of your system !
</p>
224 <p class=
"top"><a href=
"#top">↑ Back to Top
</a></p>
226 <div class=
"rounded content">
227 <h3><a id=
"mainreport" name=
"mainreport"></a> <!-- = = = = separator = = = = -->Where your money goes
</h3>
228 <p class=
"argument">Top
5 Spending report !
</p>
229 <table class=
"t2col">
232 <p>Top
5 spending category new report can be optionally displayed into the main window. The date range can be configured within the preferences, and changed main-window too.
</p>
234 <td><img class=
"gtkshot" src=
"images/45topsending.png"></td>
237 <p class=
"top"><a href=
"#top">↑ Back to Top
</a></p>
239 <div class=
"rounded content">
240 <h3><a id=
"txnsplit" name=
"txnsplit"></a> <!-- = = = = separator = = = = -->Category split for transactions
</h3>
241 <table class=
"t2col">
244 <p>This is a long time wish which is now possible into HomeBank. You can split non internal transfer up to
10 categories. A new button was added on the right of the amount widget into the transaction dialog.
</p>
246 <td><img class=
"gtkshot" src=
"images/45txnsplit.png"></td>
249 <p class=
"top"><a href=
"#top">↑ Back to Top
</a></p>
251 <div class=
"rounded content">
252 <h3><a id=
"accflt" name=
"accflt"></a> <!-- = = = = separator = = = = -->New filters for account window
</h3>
253 <p>The account window now have a new filter / information bar.
</p>
254 <p><img class=
"gtkshot" src=
"images/45accfilter.png"></p>
255 <p>Here is a description from left to right:
</p>
257 <li>Account title
</li>
258 <li>Date range filter
</li>
259 <li><strong>Type filter
</strong>: expense, income
</li>
260 <li><strong>Status filter
</strong>: uncategorized, unreconciled
</li>
261 <li>Reset filter button
</li>
262 <li>Number of items displayed with total amount
</li>
263 <li>Number of transaction selected and the amount sum
</li>
265 <p class=
"top"><a href=
"#top">↑ Back to Top
</a></p>
267 <div class=
"rounded content">
268 <h2><a id=
"schedul" name=
"schedul"></a> <!-- = = = = separator = = = = -->Scheduled append until a day of month
</h2>
269 <p>You can now insert transaction within a specific day in the next month.
<br>
270 So for example, you can add until the
28th of each month, the selected date excluded, which mean transaction that should occurs on
28 will not be inserted.
</p>
271 <p>You can keep the previous behaviour to add xx days into the future from today's date.
</p>
272 <p class=
"top"><a href=
"#top">↑ Back to Top
</a></p>