4 <meta content=
"text/html; charset=utf-8" http-equiv=
"content-type">
5 <meta content=
"noindex" name=
"robots">
6 <title>Preferences dialog
</title>
7 <link href=
"help.css" rel=
"stylesheet" type=
"text/css">
14 <h1>Preferences dialog
</h1>
15 <p>The preferences dialog can be accessed from the main window menu, as Edit-Preferences. It lets you customize many aspects of the way HomeBank works. The following sections detail the settings that you can customize, and what they affect.
</p>
17 <li><a href=
"#tab1">General
</a></li>
18 <li><a href=
"#tab2">Interface
</a></li>
19 <li><a href=
"#tab3">Locale
</a></li>
20 <li><a href=
"#tab4">Transactions
</a></li>
21 <li><a href=
"#tab5">Import/Export
</a></li>
22 <li><a href=
"#tab6">Report
</a></li>
23 <li><a href=
"#tab7">Backup
</a></li>
24 <li><a href=
"#tab8">Folders
</a></li>
25 <li><a href=
"#tab9">Euro minor
</a></li>
26 </ul><!-- separator -->
28 <div class=
"rounded content">
29 <h2><a id=
"tab1" name=
"tab1"></a>General
</h2>
30 <p><img class=
"gtkshot right" src=
"images/dlg-prefs1.png"></p>
31 <h3>Program start
</h3>
32 <table class=
"widgetinfo">
34 <th>Show splash screen
</th>
35 <td>display a splash screen when HomeBank start
</td>
38 <th>Load last opened file
</th>
39 <td>load the last opened file when HomeBank start
</td>
42 <th>Post pending scheduled transactions
</th>
43 <td>append scheduled transaction to accounts when HomeBank start
</td>
46 <th>Update currencies on-line
</th>
47 <td>trigger a on-line update for currencies exchange rate start
</td>
50 <h3>Main window reports
</h3>
51 <table class=
"widgetinfo">
54 <td>default range initial value for the main window reports
</td>
58 <div class=
"clear"></div>
59 <p class=
"top"><a href=
"#top">↑ Back to Top
</a></p>
61 <div class=
"rounded content">
62 <h2><a id=
"tab2" name=
"tab2"></a>Interface
</h2>
63 <p><img class=
"gtkshot right" src=
"images/dlg-prefs2.png"></p>
65 <table class=
"widgetinfo">
68 <td>tool-bar style to be used
</td>
73 specify the list grid line option:
83 <h3>Amount colors
</h3>
84 <table class=
"widgetinfo">
86 <th>Uses custom colors
</th>
87 <td>specify if amounts should be displayed with colors below
</td>
91 <td>contains some Tango color preset to fast set the amount colors
</td>
95 <td>color used for expense
</td>
99 <td>color used for incomes
</td>
103 <td>color used for amount in warning (overdrawn)
</td>
105 </table><!-- separator -->
106 <div class=
"clear"></div>
107 <p class=
"top"><a href=
"#top">↑ Back to Top
</a></p>
111 <div class=
"rounded content">
112 <h2><a id=
"tab3" name=
"tab3"></a>Locale
</h2>
113 <p><img class=
"gtkshot right" src=
"images/dlg-prefs3.png"></p>
114 <h3>User interface
</h3>
115 <table class=
"widgetinfo">
118 <td>define what language to use for the interface
</td>
121 <th>Date display
</th>
122 <td>A date sample is displayed
</td>
126 <td>display format used to display
<u>(and not input)
</u> date
</td>
130 <table class=
"widgetinfo">
133 <td>define on which day and month the fiscal year start
</td>
136 <h3>Measurement units
</h3>
137 <table class=
"widgetinfo">
139 <th>Use miles for metre
</th>
140 <td>use the mile labels and abbreviation for the vehicle cost
</td>
143 <th>Use gallon for fuel
</th>
144 <td>use the gallon labels and abbreviation for the vehicle cost
</td>
146 </table><!-- separator -->
147 <div class=
"clear"></div>
148 <p class=
"top"><a href=
"#top">↑ Back to Top
</a></p>
151 <div class=
"rounded content">
152 <h2><a id=
"tab4" name=
"tab4"></a>Transactions
</h2>
153 <p><img class=
"gtkshot right" src=
"images/dlg-prefs4.png"></p>
154 <h3>Transaction window
</h3>
155 <table class=
"widgetinfo">
158 <td>Set the default range to be used for account window
</td>
161 <th>Show xx days in...
</th>
162 <td>set the number of days to force show future transaction
</td>
165 <th>Hide reconciled transactions
</th>
166 <td>set the filter for account window not to default show reconciled transactions
</td>
169 <th>Always show remind transactions
</th>
170 <td>set the remind transaction to always be display (ignore filters)
</td>
173 <h3>Multiple add
</h3>
174 <table class=
"widgetinfo">
176 <th>Keep the last date
</th>
177 <td>Set the date to be kept when you add several transaction successively
</td>
180 <h3>Memo autocomplete
</h3>
181 <table class=
"widgetinfo">
184 <td>to collect and propose memo for autocomplete or not
</td>
187 <th>xxx rolling days
</th>
188 <td>to define how many days into the past to grab memo for autocomplete, if for example
30 days, you will only see the last
30 days autocomplete memo
</td>
192 <div class=
"clear"></div>
193 <p class=
"top"><a href=
"#top">↑ Back to Top
</a></p>
197 <div class=
"rounded content">
198 <h2><a id=
"tab5" name=
"tab5"></a>Import/Export
</h2>
199 <p><img class=
"gtkshot right" src=
"images/dlg-prefs5.png"></p>
200 <h3>General options
</h3>
201 <table class=
"widgetinfo">
205 set the default date order for file import
214 <th>Sentence case memo/payee
</th>
215 <td>will change the case for memo and payee (lowercase starting with a capital letter)
</td>
218 <h3>OFX/QFX options
</h3>
219 <table class=
"widgetinfo">
223 define what to do for name field during import:
<br>
234 define what to do for memo field during import:
<br>
237 <li>append to Info
</li>
238 <li>append to Memo
</li>
239 <li>append to Payee
</li>
245 <table class=
"widgetinfo">
247 <th>Import memos
</th>
248 <td>to import the M field from files
</td>
251 <th>Swap memos with payees
</th>
252 <td>to swap M and P field from files
</td>
256 <table class=
"widgetinfo">
259 <td>change the separator for transaction import between: Tab, Comma, Semicolon, Space
</td>
261 </table><!-- separator -->
262 <div class=
"clear"></div>
263 <p class=
"top"><a href=
"#top">↑ Back to Top
</a></p>
265 <div class=
"rounded content">
266 <h2><a id=
"tab6" name=
"tab6"></a>Report
</h2>
267 <p><img class=
"gtkshot right" src=
"images/dlg-prefs6.png"></p>
268 <h3>Initial filter
</h3>
269 <table class=
"widgetinfo">
272 <td>Set the default range to be used for account window
</td>
275 <h3>Charts options
</h3>
276 <table class=
"widgetinfo">
278 <th>Color scheme
</th>
280 Set the default color scheme to be applied for charts
294 <h3>Statistics options
</h3>
295 <table class=
"widgetinfo">
297 <th>Show by amount
</th>
298 <td>set the by amount toggle on the statistics window to default be checked
</td>
301 <th>Show rate column
</th>
302 <td>set the rate column to be displayed by default
</td>
305 <th>Show details
</th>
306 <td>set the detail toggle on the statistics window to default be checked
</td>
309 <h3>Budget options
</h3>
310 <table class=
"widgetinfo">
312 <th>Show details
</th>
313 <td>set the detail toggle on the budget window to default be checked
</td>
315 </table><!-- separator -->
316 <div class=
"clear"></div>
317 <p class=
"top"><a href=
"#top">↑ Back to Top
</a></p>
320 <div class=
"rounded content">
321 <h2><a id=
"tab7" name=
"tab7"></a>Backup
</h2>
322 <p><img class=
"gtkshot right" src=
"images/dlg-prefs7.png"></p>
324 <table class=
"widgetinfo">
326 <th>Enable automatic backups
</th>
327 <td>to activate backup of your xhb files
</td>
330 <th>Number of backups to keep
</th>
331 <td>the number of backups to keep
</td>
335 <td>is once a day
<br>
336 which means a backup file will be created the first time you save your file during a day, so if you save it
3 times the same day, only the first save will be backup, so that you can revert to the day before with ease.
</td>
340 <div class=
"clear"></div>
341 <p class=
"top"><a href=
"#top">↑ Back to Top
</a></p>
345 <div class=
"rounded content">
346 <h2><a id=
"tab8" name=
"tab8"></a>Folders
</h2>
347 <p><img class=
"gtkshot right" src=
"images/dlg-prefs8.png"></p>
348 <h3>HomeBank files
</h3>
349 <table class=
"widgetinfo">
352 <td>default folder to load/save HomeBank files
</td>
355 <h3>Exchange files
</h3>
356 <table class=
"widgetinfo">
359 <td>default folder to load files to import
</td>
363 <td>default folder to save files to export
</td>
367 <div class=
"clear"></div>
368 <p class=
"top"><a href=
"#top">↑ Back to Top
</a></p>
372 <div class=
"rounded content">
373 <h2><a id=
"tab9" name=
"tab9"></a>Euro minor
</h2>
374 <p><img class=
"gtkshot right" src=
"images/dlg-prefs9.png"></p>
376 <table class=
"widgetinfo">
379 <td>enable Euro minor currency support in HomeBank.
<br>
380 see
<a href=
"misc-euro.html">minor currency
</a> for more details.
</td>
384 <p>A remind of the country is displayed
</p>
385 <table class=
"widgetinfo">
388 <td>preselect of parameters for this tab
</td>
391 <h3>Exchange rate
</h3>
392 <table class=
"widgetinfo">
395 <td>change rate (value of
1 Euro in your old national currency)
</td>
399 <table class=
"widgetinfo">
400 <p>A sample is displayed and can be customized
</p>
403 <td>Symbol that prefix the amount
</td>
407 <td>define is the symbol is a prefix symbol
</td>
410 <th>Decimal char
</th>
411 <td>Character to be used as decimal separator
</td>
415 <td>Number of digits after decimal separator
</td>
418 <th>Grouping char
</th>
419 <td>Character to be used as grouping separator
</td>
422 <p class=
"top"><a href=
"#top">↑ Back to Top
</a></p>