-<!DOCTYPE html PUBLIC "-//W3C//DTD HTML 4.01//EN">
-
+<!DOCTYPE html>
<html>
<head>
- <meta http-equiv="content-type" content="text/html; charset=utf-8">
-
+ <meta content="text/html; charset=utf-8" http-equiv="content-type">
+ <meta content="noindex" name="robots">
<title>Preferences dialog</title>
- <link rel="stylesheet" href="help.css" type="text/css">
+ <link href="help.css" rel="stylesheet" type="text/css">
</head>
-
<body id="top">
<div class="dochead">
HomeBank User manual
</div>
-
<div class="title">
-
- <h1>Preferences dialog</h1>
-
- <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>
-
- <ul class="toc">
- <li><a href="#tab1">General</a>
- <li><a href="#tab2">Interface</a>
- <li><a href="#tab3">Transactions</a>
- <li><a href="#tab4">Display format</a>
- <li><a href="#tab5">Import/Export</a>
- <li><a href="#tab6">Report</a>
- <li><a href="#tab7">Euro minor</a>
- </ul><!-- separator -->
-
-</div>
-
+ <h1>Preferences dialog</h1>
+ <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>
+ <ul class="toc">
+ <li><a href="#tab1">General</a></li>
+ <li><a href="#tab2">Interface</a></li>
+ <li><a href="#tab3">Transactions</a></li>
+ <li><a href="#tab4">Display format</a></li>
+ <li><a href="#tab5">Import/Export</a></li>
+ <li><a href="#tab6">Report</a></li>
+ <li><a href="#tab7">Euro minor</a></li>
+ </ul><!-- separator -->
+ </div>
<div class="rounded content">
-
- <h2><a name="tab1" id="tab1"></a>General</h2>
-
- <p><img class="gtkshot right" src="images/dlg-prefs1.png"></p>
-
- <h3>Program start</h3>
-
- <table class="widgetinfo">
- <tr>
- <th>Show splash screen</th>
-
- <td>display a splash screen when HomeBank start</td>
- </tr>
-
- <tr>
- <th>Load last opened file</th>
-
- <td>load the last opened file when HomeBank start</td>
- </tr>
-
- <tr>
- <th>Append scheduled transactions</th>
-
- <td>append scheduled transaction to accounts when HomeBank
- start</td>
- </tr>
- </table>
-
- <h3>Main window reports</h3>
-
- <table class="widgetinfo">
- <tr>
- <th>Date range</th>
-
- <td>default range initial value for the main window
- reports</td>
- </tr>
- </table>
-
- <h3>Files folder</h3>
-
- <table class="widgetinfo">
- <tr>
- <th>Default</th>
-
- <td>default folder to load/save HomeBank files</td>
- </tr>
- </table><!-- separator -->
- <div class="clear"></div>
- <p class="top"><a href="#top">[top]</a></p>
-</div>
-
+ <h2><a id="tab1" name="tab1"></a>General</h2>
+ <p><img class="gtkshot right" src="images/dlg-prefs1.png"></p>
+ <h3>Program start</h3>
+ <table class="widgetinfo">
+ <tr>
+ <th>Show splash screen</th>
+ <td>display a splash screen when HomeBank start</td>
+ </tr>
+ <tr>
+ <th>Load last opened file</th>
+ <td>load the last opened file when HomeBank start</td>
+ </tr>
+ <tr>
+ <th>Post pending scheduled transactions</th>
+ <td>append scheduled transaction to accounts when HomeBank start</td>
+ </tr>
+ <tr>
+ <th>Update currencies on-line</th>
+ <td>trigger a on-line update for currencies exchange rate start</td>
+ </tr>
+ </table>
+ <h3>Fiscal year</h3>
+ <table class="widgetinfo">
+ <tr>
+ <th>Start on</th>
+ <td>define on which day and month the fiscal year start</td>
+ </tr>
+ </table>
+ <h3>Main window reports</h3>
+ <table class="widgetinfo">
+ <tr>
+ <th>Date range</th>
+ <td>default range initial value for the main window reports</td>
+ </tr>
+ </table>
+ <h3>Files folder</h3>
+ <table class="widgetinfo">
+ <tr>
+ <th>Default</th>
+ <td>default folder to load/save HomeBank files</td>
+ </tr>
+ </table><!-- separator -->
+ <div class="clear"></div>
+ <p class="top"><a href="#top">↑ Back to Top</a></p>
+ </div>
<div class="rounded content">
-
- <h2><a name="tab2" id="tab2"></a>Interface</h2>
-
- <p><img class="gtkshot right" src="images/dlg-prefs2.png"></p>
-
- <h3>General</h3>
-
- <table class="widgetinfo">
- <tr>
- <th>Tool-bar</th>
-
- <td>tool-bar style to be used</td>
- </tr>
- </table>
-
- <h3>Treeview</h3>
-
- <table class="widgetinfo">
- <tr>
- <th>Show rules hint</th>
-
- <td>specify if the alternate lines colors should be used for
- tree-view/list-view</td>
- </tr>
- </table>
-
- <h3>Amount colors</h3>
-
- <table class="widgetinfo">
- <tr>
- <th>Uses custom colors</th>
-
- <td>specify if amounts should be displayed with colors
- below</td>
- </tr>
-
- <tr>
- <th>Preset</th>
-
- <td>contains some Tango color preset to fast set the amount
- colors</td>
- </tr>
-
- <tr>
- <th>Expense</th>
-
- <td>color used for expense</td>
- </tr>
-
- <tr>
- <th>Income</th>
-
- <td>color used for incomes</td>
- </tr>
-
- <tr>
- <th>Warning</th>
-
- <td>color used for amount in warning (overdrawn)</td>
- </tr>
- </table><!-- separator -->
-
- <div class="clear"></div>
- <p class="top"><a href="#top">[top]</a></p>
-</div>
-
+ <h2><a id="tab2" name="tab2"></a>Interface</h2>
+ <p><img class="gtkshot right" src="images/dlg-prefs2.png"></p>
+ <h3>General</h3>
+ <table class="widgetinfo">
+ <tr>
+ <th>Language</th>
+ <td>define what language to use for the interface</td>
+ </tr>
+ <tr>
+ <th>Tool-bar</th>
+ <td>tool-bar style to be used</td>
+ </tr>
+ <tr>
+ <th>Grid line</th>
+ <td>
+ specify the list grid line option:
+ <ul>
+ <li>None</li>
+ <li>Horizontal</li>
+ <li>Vertical</li>
+ <li>Both</li>
+ </ul>
+ </td>
+ </tr>
+ </table>
+ <h3>Amount colors</h3>
+ <table class="widgetinfo">
+ <tr>
+ <th>Uses custom colors</th>
+ <td>specify if amounts should be displayed with colors below</td>
+ </tr>
+ <tr>
+ <th>Preset</th>
+ <td>contains some Tango color preset to fast set the amount colors</td>
+ </tr>
+ <tr>
+ <th>Expense</th>
+ <td>color used for expense</td>
+ </tr>
+ <tr>
+ <th>Income</th>
+ <td>color used for incomes</td>
+ </tr>
+ <tr>
+ <th>Warning</th>
+ <td>color used for amount in warning (overdrawn)</td>
+ </tr>
+ </table><!-- separator -->
+ <div class="clear"></div>
+ <p class="top"><a href="#top">↑ Back to Top</a></p>
+ </div>
<div class="rounded content">
-
- <h2><a name="tab3" id="tab3"></a>Transactions</h2>
-
- <p><img class="gtkshot right" src="images/dlg-prefs3.png"></p>
-
- <h3>Transaction window</h3>
-
- <table class="widgetinfo">
- <tr>
- <th>Date range</th>
-
- <td>Set the default range to be used for account window</td>
- </tr>
-
- <tr>
- <th>Hide reconciled transaction</th>
-
- <td>set the filter for account window not to default show
- reconciled transactions</td>
- </tr>
- </table>
-
- <h3>Multiple add</h3>
-
- <table class="widgetinfo">
- <tr>
- <th>Keep the last date</th>
-
- <td>Set the date to be kept when you add several transaction
- successively</td>
- </tr>
- </table>
-
- <h3>Column list</h3>
-
- <p>Here you can show/hide columns to be displayed in transaction
- list.</p><!-- separator -->
-
- <div class="clear"></div>
- <p class="top"><a href="#top">[top]</a></p>
-</div>
-
+ <h2><a id="tab3" name="tab3"></a>Transactions</h2>
+ <p><img class="gtkshot right" src="images/dlg-prefs3.png"></p>
+ <h3>Transaction window</h3>
+ <table class="widgetinfo">
+ <tr>
+ <th>Date range</th>
+ <td>Set the default range to be used for account window</td>
+ </tr>
+ <tr>
+ <th>Show xx days in...</th>
+ <td>set the number of days to force show future transaction</td>
+ </tr>
+ <tr>
+ <th>Hide reconciled transactions</th>
+ <td>set the filter for account window not to default show reconciled transactions</td>
+ </tr>
+ <tr>
+ <th>Always show remind transactions</th>
+ <td>set the remind transaction to always be display (ignore filters)</td>
+ </tr>
+ </table>
+ <h3>Multiple add</h3>
+ <table class="widgetinfo">
+ <tr>
+ <th>Keep the last date</th>
+ <td>Set the date to be kept when you add several transaction successively</td>
+ </tr>
+ </table>
+ <h3>Column list</h3>
+ <p>Removed on 5.17, now use the context menu on the transaction listview column header</p>
+ <p>Set the column to display and their order for the transaction list</p><!-- separator -->
+ <div class="clear"></div>
+ <p class="top"><a href="#top">↑ Back to Top</a></p>
+ </div>
<div class="rounded content">
-
- <h2><a name="tab4" id="tab4"></a>Display format</h2>
-
- <p><img class="gtkshot right" src="images/dlg-prefs4.png"></p>
-
- <h3>Date options</h3>
-
- <table class="widgetinfo">
- <tr>
- <th>Date format</th>
-
- <td>display format used for date</td>
- </tr>
-
- <tr>
- <th> </th>
-
- <td>A date sample is displayed</td>
- </tr>
- </table>
-
- <h3>Numbers options</h3>
-
- <table class="widgetinfo">
- <tr>
- <th>Prefix symbol</th>
-
- <td>Symbol that prefix the amount</td>
- </tr>
-
- <tr>
- <th>Suffix symbol</th>
-
- <td>Symbol that suffix the amount</td>
- </tr>
-
- <tr>
- <th>Decimal char</th>
-
- <td>Character to be used as decimal separator</td>
- </tr>
-
- <tr>
- <th>Grouping char</th>
-
- <td>Character to be used as grouping separator</td>
- </tr>
-
- <tr>
- <th>Frac digits</th>
-
- <td>Number of digits after decimal separator</td>
- </tr>
-
- <tr>
- <th> </th>
-
- <td>An amount sample is displayed</td>
- </tr>
- </table>
-
- <h3>Measurement units</h3>
-
- <table class="widgetinfo">
- <tr>
- <th>Use Imperial units</th>
-
- <td>Display vehicle cost result with imperial units (no
- conversion, just label).</td>
- </tr>
- </table><!-- separator -->
-
- <div class="clear"></div>
- <p class="top"><a href="#top">[top]</a></p>
-</div>
-
+ <h2><a id="tab4" name="tab4"></a>Display format</h2>
+ <p><img class="gtkshot right" src="images/dlg-prefs4.png"></p>
+ <h3>Date options</h3>
+ <table class="widgetinfo">
+ <tr>
+ <th>Date</th>
+ <td>A date sample is displayed</td>
+ </tr>
+ <tr>
+ <th>Customize > Format</th>
+ <td>display format used for date</td>
+ </tr>
+ </table>
+ <h3>Measurement units</h3>
+ <table class="widgetinfo">
+ <tr>
+ <th>Use miles for meter</th>
+ <td>use the mile labels and abbreviation for the vehicle cost</td>
+ </tr>
+ <tr>
+ <th>Use gallons for fuel</th>
+ <td>use the gallons labels and abbreviation for the vehicle cost</td>
+ </tr>
+ </table><!-- separator -->
+ <div class="clear"></div>
+ <p class="top"><a href="#top">↑ Back to Top</a></p>
+ </div>
<div class="rounded content">
-
- <h2><a name="tab5" id="tab5"></a>Import/Export</h2>
-
- <p><img class="gtkshot right" src="images/dlg-prefs5.png"></p>
-
- <h3>Date options</h3>
-
- <table class="widgetinfo">
- <tr>
- <th>Date order</th>
-
- <td>
- set the default date order for file import
-
- <ul>
- <li>d-m-y</li>
-
- <li>m-d-y</li>
-
- <li>y-m-d</li>
- </ul>
- </td>
- </tr>
- </table>
-
- <h3>OFX/QFX options</h3>
-
- <table class="widgetinfo">
- <tr>
- <th>Memo field</th>
-
- <td>define what to do for memo field during import:<br>
- ignore, add to memo, add to info.</td>
- </tr>
- </table>
-
- <h3>Files folder</h3>
-
- <table class="widgetinfo">
- <tr>
- <th>Import</th>
-
- <td>default folder to load files to import</td>
- </tr>
-
- <tr>
- <th>Export</th>
-
- <td>default folder to save files to export</td>
- </tr>
- </table><!-- separator -->
-
- <div class="clear"></div>
- <p class="top"><a href="#top">[top]</a></p>
-</div>
-
+ <h2><a id="tab5" name="tab5"></a>Import/Export</h2>
+ <p><img class="gtkshot right" src="images/dlg-prefs5.png"></p>
+ <h3>Date options</h3>
+ <table class="widgetinfo">
+ <tr>
+ <th>Date order</th>
+ <td>
+ set the default date order for file import
+ <ul>
+ <li>d-m-y</li>
+ <li>m-d-y</li>
+ <li>y-m-d</li>
+ </ul>
+ </td>
+ </tr>
+ </table>
+ <h3>OFX/QFX options</h3>
+ <table class="widgetinfo">
+ <tr>
+ <th>Memo field</th>
+ <td>
+ define what to do for memo field during import:<br>
+ <ul>
+ <li>ignore</li>
+ <li>append to memo</li>
+ <li>append to info</li>
+ </ul>
+ </td>
+ </tr>
+ </table>
+ <h3>Files folder</h3>
+ <table class="widgetinfo">
+ <tr>
+ <th>Import</th>
+ <td>default folder to load files to import</td>
+ </tr>
+ <tr>
+ <th>Export</th>
+ <td>default folder to save files to export</td>
+ </tr>
+ </table><!-- separator -->
+ <div class="clear"></div>
+ <p class="top"><a href="#top">↑ Back to Top</a></p>
+ </div>
<div class="rounded content">
-
- <h2><a name="tab6" id="tab6"></a>Report</h2>
-
- <p><img class="gtkshot right" src="images/dlg-prefs6.png"></p>
-
- <h3>Initial filter</h3>
-
- <table class="widgetinfo">
- <tr>
- <th>Date range</th>
-
- <td>Set the default range to be used for account window</td>
- </tr>
- </table>
-
- <h3>Chart options</h3>
-
- <table class="widgetinfo">
- <tr>
- <th>Color scheme</th>
-
- <td>
- Set the default color scheme to be applied for charts
-
- <ul>
- <li>MS Money</li>
-
- <li>Quicken</li>
-
- <li>Google Analytics</li>
-
- <li>Excel 2010</li>
- </ul>
- </td>
- </tr>
- </table>
-
- <h3>Statistics options</h3>
-
- <table class="widgetinfo">
- <tr>
- <th>Show by amount</th>
-
- <td>set the by amount toggle on the statistics window to
- default be checked</td>
- </tr>
-
- <tr>
- <th>Show rate column</th>
-
- <td>set the rate column to be displayed by default</td>
- </tr>
-
- <tr>
- <th>Show details</th>
-
- <td>set the detail toggle on the statistics window to default
- be checked</td>
- </tr>
- </table>
-
- <h3>Budget options</h3>
-
- <table class="widgetinfo">
- <tr>
- <th>Show details</th>
-
- <td>set the detail toggle on the budget window to default be
- checked</td>
- </tr>
- </table><!-- separator -->
-
- <div class="clear"></div>
- <p class="top"><a href="#top">[top]</a></p>
-</div>
-
+ <h2><a id="tab6" name="tab6"></a>Report</h2>
+ <p><img class="gtkshot right" src="images/dlg-prefs6.png"></p>
+ <h3>Initial filter</h3>
+ <table class="widgetinfo">
+ <tr>
+ <th>Date range</th>
+ <td>Set the default range to be used for account window</td>
+ </tr>
+ </table>
+ <h3>Charts options</h3>
+ <table class="widgetinfo">
+ <tr>
+ <th>Color scheme</th>
+ <td>
+ Set the default color scheme to be applied for charts
+ <ul>
+ <li>HomeBank</li>
+ <li>Money</li>
+ <li>SAP</li>
+ <li>Quicken</li>
+ <li>Office 2010</li>
+ <li>Office 2013</li>
+ <li>Analytics</li>
+ </ul>
+ </td>
+ </tr>
+ </table>
+ <h3>Statistics options</h3>
+ <table class="widgetinfo">
+ <tr>
+ <th>Show by amount</th>
+ <td>set the by amount toggle on the statistics window to default be checked</td>
+ </tr>
+ <tr>
+ <th>Show rate column</th>
+ <td>set the rate column to be displayed by default</td>
+ </tr>
+ <tr>
+ <th>Show details</th>
+ <td>set the detail toggle on the statistics window to default be checked</td>
+ </tr>
+ </table>
+ <h3>Budget options</h3>
+ <table class="widgetinfo">
+ <tr>
+ <th>Show details</th>
+ <td>set the detail toggle on the budget window to default be checked</td>
+ </tr>
+ </table><!-- separator -->
+ <div class="clear"></div>
+ <p class="top"><a href="#top">↑ Back to Top</a></p>
+ </div>
<div class="rounded content">
-
- <h2><a name="tab7" id="tab7"></a>Euro minor</h2>
-
- <p><img class="gtkshot right" src="images/dlg-prefs7.png"></p>
-
- <h3>General</h3>
-
- <table class="widgetinfo">
- <tr>
- <th>Enable</th>
-
- <td>enable euro minor currency support in HomeBank.<br>
- see <a href="misc-minor.html">minor currency</a> for more
- details.</td>
- </tr>
-
- <tr>
- <th>Fill from</th>
-
- <td>preselect of parameters for this tab</td>
- </tr>
-
- <tr>
- <th>Country</th>
-
- <td>remind of the filled country from</td>
- </tr>
-
- <tr>
- <th>Value</th>
-
- <td>change rate, value of 1 euro in your old country
- currency</td>
- </tr>
- </table>
-
- <h3>Numbers format</h3>
-
- <table class="widgetinfo">
- <tr>
- <th>Prefix symbol</th>
-
- <td>Symbol that prefix the amount</td>
- </tr>
-
- <tr>
- <th>Suffix symbol</th>
-
- <td>Symbol that suffix the amount</td>
- </tr>
-
- <tr>
- <th>Decimal char</th>
-
- <td>Character to be used as decimal separator</td>
- </tr>
-
- <tr>
- <th>Grouping char</th>
-
- <td>Character to be used as grouping separator</td>
- </tr>
-
- <tr>
- <th>Frac digits</th>
-
- <td>Number of digits after decimal separator</td>
- </tr>
- </table>
- <p class="top"><a href="#top">[top]</a></p>
+ <h2><a id="tab7" name="tab7"></a>Euro minor</h2>
+ <p><img class="gtkshot right" src="images/dlg-prefs7.png"></p>
+ <h3>General</h3>
+ <table class="widgetinfo">
+ <tr>
+ <th>Enable</th>
+ <td>enable euro minor currency support in HomeBank.<br>
+ see <a href="misc-euro.html">minor currency</a> for more details.</td>
+ </tr>
+ </table>
+ <h3>Currency</h3>
+ <p>A remind of the country is displayed</p>
+ <table class="widgetinfo">
+ <tr>
+ <th>Fill from</th>
+ <td>preselect of parameters for this tab</td>
+ </tr>
+ </table>
+ <h3>Exchange rate</h3>
+ <table class="widgetinfo">
+ <tr>
+ <th>1 XXX =</th>
+ <td>change rate (value of 1 euro in your old national currency)</td>
+ </tr>
+ </table>
+ <h3>Format</h3>
+ <table class="widgetinfo">
+ <tr>
+ <th>Symbol</th>
+ <td>Symbol that prefix the amount</td>
+ </tr>
+ <tr>
+ <th>Is prefix</th>
+ <td>define is the symbol is a prefix symbol</td>
+ </tr>
+ <tr>
+ <th>Decimal char</th>
+ <td>Character to be used as decimal separator</td>
+ </tr>
+ <tr>
+ <th>Frac digits</th>
+ <td>Number of digits after decimal separator</td>
+ </tr>
+ <tr>
+ <th>Grouping char</th>
+ <td>Character to be used as grouping separator</td>
+ </tr>
+ </table>
+ <p class="top"><a href="#top">↑ Back to Top</a></p>
</div>
</body>
</html>