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>Date options
</h3>
201 <table class=
"widgetinfo">
205 set the default date order for file import
214 <h3>OFX/QFX options
</h3>
215 <table class=
"widgetinfo">
219 define what to do for name field during import:
<br>
230 define what to do for memo field during import:
<br>
233 <li>append to Info
</li>
234 <li>append to Memo
</li>
235 <li>append to Payee
</li>
241 <table class=
"widgetinfo">
243 <th>Import memos
</th>
244 <td>to import the M field from files
</td>
247 <th>Swap memos with payees
</th>
248 <td>to swap M and P field from files
</td>
251 <h3>Other options
</h3>
252 <table class=
"widgetinfo">
254 <th>Sentence case memo/payee
</th>
255 <td>will change the case for memo and payee (lowercase starting with a capital letter)
</td>
257 </table><!-- separator -->
258 <div class=
"clear"></div>
259 <p class=
"top"><a href=
"#top">↑ Back to Top
</a></p>
261 <div class=
"rounded content">
262 <h2><a id=
"tab6" name=
"tab6"></a>Report
</h2>
263 <p><img class=
"gtkshot right" src=
"images/dlg-prefs6.png"></p>
264 <h3>Initial filter
</h3>
265 <table class=
"widgetinfo">
268 <td>Set the default range to be used for account window
</td>
271 <h3>Charts options
</h3>
272 <table class=
"widgetinfo">
274 <th>Color scheme
</th>
276 Set the default color scheme to be applied for charts
290 <h3>Statistics options
</h3>
291 <table class=
"widgetinfo">
293 <th>Show by amount
</th>
294 <td>set the by amount toggle on the statistics window to default be checked
</td>
297 <th>Show rate column
</th>
298 <td>set the rate column to be displayed by default
</td>
301 <th>Show details
</th>
302 <td>set the detail toggle on the statistics window to default be checked
</td>
305 <h3>Budget options
</h3>
306 <table class=
"widgetinfo">
308 <th>Show details
</th>
309 <td>set the detail toggle on the budget window to default be checked
</td>
311 </table><!-- separator -->
312 <div class=
"clear"></div>
313 <p class=
"top"><a href=
"#top">↑ Back to Top
</a></p>
316 <div class=
"rounded content">
317 <h2><a id=
"tab7" name=
"tab7"></a>Backup
</h2>
318 <p><img class=
"gtkshot right" src=
"images/dlg-prefs7.png"></p>
320 <table class=
"widgetinfo">
322 <th>Enable automatic backups
</th>
323 <td>to activate backup of your xhb files
</td>
326 <th>Number of backups to keep
</th>
327 <td>the number of backups to keep
</td>
331 <td>is once a day
<br>
332 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 backuped, so that you can revert to the day before with ease.
</td>
336 <div class=
"clear"></div>
337 <p class=
"top"><a href=
"#top">↑ Back to Top
</a></p>
341 <div class=
"rounded content">
342 <h2><a id=
"tab8" name=
"tab8"></a>Folders
</h2>
343 <p><img class=
"gtkshot right" src=
"images/dlg-prefs8.png"></p>
344 <h3>HomeBank files
</h3>
345 <table class=
"widgetinfo">
348 <td>default folder to load/save HomeBank files
</td>
351 <h3>Exchange files
</h3>
352 <table class=
"widgetinfo">
355 <td>default folder to load files to import
</td>
359 <td>default folder to save files to export
</td>
363 <div class=
"clear"></div>
364 <p class=
"top"><a href=
"#top">↑ Back to Top
</a></p>
368 <div class=
"rounded content">
369 <h2><a id=
"tab9" name=
"tab9"></a>Euro minor
</h2>
370 <p><img class=
"gtkshot right" src=
"images/dlg-prefs9.png"></p>
372 <table class=
"widgetinfo">
375 <td>enable euro minor currency support in HomeBank.
<br>
376 see
<a href=
"misc-euro.html">minor currency
</a> for more details.
</td>
380 <p>A remind of the country is displayed
</p>
381 <table class=
"widgetinfo">
384 <td>preselect of parameters for this tab
</td>
387 <h3>Exchange rate
</h3>
388 <table class=
"widgetinfo">
391 <td>change rate (value of
1 euro in your old national currency)
</td>
395 <table class=
"widgetinfo">
396 <p>A sample is displayed and can be customized
</p>
399 <td>Symbol that prefix the amount
</td>
403 <td>define is the symbol is a prefix symbol
</td>
406 <th>Decimal char
</th>
407 <td>Character to be used as decimal separator
</td>
411 <td>Number of digits after decimal separator
</td>
414 <th>Grouping char
</th>
415 <td>Character to be used as grouping separator
</td>
418 <p class=
"top"><a href=
"#top">↑ Back to Top
</a></p>