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.
Show splash screen | display a splash screen when HomeBank start |
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Load last opened file | load the last opened file when HomeBank start |
Post pending scheduled transactions | append scheduled transaction to accounts when HomeBank start |
Update currencies on-line | trigger a on-line update for currencies exchange rate start |
Date range | default range initial value for the main window reports |
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Tool-bar | tool-bar style to be used |
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Grid line |
specify the list grid line option:
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Uses custom colors | specify if amounts should be displayed with colors below |
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Preset | contains some Tango color preset to fast set the amount colors |
Expense | color used for expense |
Income | color used for incomes |
Warning | color used for amount in warning (overdrawn) |
Language | define what language to use for the interface |
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Date display | A date sample is displayed |
Customize | display format used to display (and not input) date |
Start on | define on which day and month the fiscal year start |
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Use miles for metre | use the mile labels and abbreviation for the vehicle cost |
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Use gallon for fuel | use the gallon labels and abbreviation for the vehicle cost |
Date range | Set the default range to be used for account window |
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Show xx days in... | set the number of days to force show future transaction |
Hide reconciled transactions | set the filter for account window not to default show reconciled transactions |
Always show remind transactions | set the remind transaction to always be display (ignore filters) |
Keep the last date | Set the date to be kept when you add several transaction successively |
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Active | to collect and propose memo for autocomplete or not |
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xxx rolling days | 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 |
Date order |
set the default date order for file import
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Sentence case memo/payee | will change the case for memo and payee (lowercase starting with a capital letter) |
OFX Name |
define what to do for name field during import:
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OFX Memo |
define what to do for memo field during import:
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Import memos | to import the M field from files |
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Swap memos with payees | to swap M and P field from files |
Separator | change the separator for transaction import between: Tab, Comma, Semicolon, Space |
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Date range | Set the default range to be used for account window |
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Color scheme |
Set the default color scheme to be applied for charts
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Show by amount | set the by amount toggle on the statistics window to default be checked |
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Show rate column | set the rate column to be displayed by default |
Show details | set the detail toggle on the statistics window to default be checked |
Show details | set the detail toggle on the budget window to default be checked |
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Enable automatic backups | to activate backup of your xhb files |
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Number of backups to keep | the number of backups to keep |
Frequency | is once a day 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. |
Default | default folder to load/save HomeBank files |
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Import | default folder to load files to import |
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Export | default folder to save files to export |
Enable | enable Euro minor currency support in HomeBank. see minor currency for more details. |
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A remind of the country is displayed
Fill from | preselect of parameters for this tab |
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1 XXX = | change rate (value of 1 Euro in your old national currency) |
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Symbol | Symbol that prefix the amount |
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Is prefix | define is the symbol is a prefix symbol |
Decimal char | Character to be used as decimal separator |
Frac digits | Number of digits after decimal separator |
Grouping char | Character to be used as grouping separator |