Dogcows Code - chaz/homebank/blob - doc/00-whatsnew.html

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  10   <div class="dochead">
  11     HomeBank User manual
  12   </div>
  13   <div class="title">
  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>
  16
  17     <b>New features in v5.2</b>
  18     <ul class="toc">
  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>
  25     </ul>
  26
  27     <b>New features in v5.1</b>
  28     <ul class="toc">
  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>
  32     </ul>
  33
  34     <b>New features in v5.0</b>
  35     <ul class="toc">
  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>
  39     </ul>
  40
  41     <b>New features in v4.6</b>
  42     <ul class="toc">
  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>
  47     </ul>
  48
  49     <b>New features in v4.5</b>
  50     <ul class="toc">
  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>
  56     </ul>
  57   </div>
  58   <!-- = = = = separator = = = = -->
  59   <h2>New features in v5.2</h2>
  60
  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>
  65   </div>
  66
  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>
  71     <ul>
  72       <li>export to qif, pdf
  73       <li>the duplicate finder
  74       <li>convert to Euro
  75       <li>auto assignment
  76       <li>the running balance is not showed
  77       </ul>
  78
  79     <p class="top"><a href="#top">↑ Back to Top</a></p>
  80   </div>
  81
  82
  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.
  86       </p>
  87     <p class="top"><a href="#top">↑ Back to Top</a></p>
  88   </div>
  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>
  93   </div>
  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>
  99   </div>
 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>
 104   </div>
 105
 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>
 113   </div>
 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>
 118   </div>
 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>
 122     <ul>
 123       <li>assign payment</li>
 124       <li>overwrite is now possible</li>
 125       <li>regular expression can be used</li>
 126     </ul>
 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">
 134       <tr>
 135         <td>
 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.
 137           <ul>
 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>
 141           </ul>
 142         </td>
 143         <td><img class="gtkshot" src="images/50txnstatus.png"></td>
 144       </tr>
 145     </table>
 146     <p class="top"><a href="#top">↑ Back to Top</a></p>
 147   </div>
 148   <div class="rounded content">
 149     <h3><a id="50stackbudget" name="50stackbudget"></a> <!-- = = = = separator = = = = -->Stack chart for budget</h3>
 150     <table class="t2col">
 151       <tr>
 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>
 154       </tr>
 155     </table>
 156     <p class="top"><a href="#top">↑ Back to Top</a></p>
 157   </div>
 158   <div class="rounded content">
 159     <h3><a id="50search" name="50search"></a> <!-- = = = = separator = = = = -->Quick search for list</h3>
 160     <table class="t2col">
 161       <tr>
 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>
 164       </tr>
 165     </table>
 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">
 172       <tr>
 173         <td>
 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>
 176         </td>
 177         <td><img class="gtkshot" src="images/46search.png"></td>
 178       </tr>
 179     </table>
 180     <p class="top"><a href="#top">↑ Back to Top</a></p>
 181   </div>
 182   <div class="rounded content">
 183     <h3><a id="46fiscyear" name="46fiscyear"></a> <!-- = = = = separator = = = = -->Configure fiscal year boundaries</h3>
 184     <table class="t2col">
 185       <tr>
 186         <td>
 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>
 189         </td>
 190         <td><img class="gtkshot" src="images/46fiscyear.png"></td>
 191       </tr>
 192     </table>
 193     <p class="top"><a href="#top">↑ Back to Top</a></p>
 194   </div>
 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">
 198       <tr>
 199         <td>
 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>
 201         </td>
 202         <td><img class="gtkshot" src="images/46schedwe.png"></td>
 203       </tr>
 204     </table>
 205     <p class="top"><a href="#top">↑ Back to Top</a></p>
 206   </div>
 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">
 210       <tr>
 211         <td>
 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>
 214         </td>
 215         <td><img class="gtkshot" src="images/use-scheduled2.png"></td>
 216       </tr>
 217     </table>
 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>
 225   </div>
 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">
 230       <tr>
 231         <td>
 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>
 233         </td>
 234         <td><img class="gtkshot" src="images/45topsending.png"></td>
 235       </tr>
 236     </table>
 237     <p class="top"><a href="#top">↑ Back to Top</a></p>
 238   </div>
 239   <div class="rounded content">
 240     <h3><a id="txnsplit" name="txnsplit"></a> <!-- = = = = separator = = = = -->Category split for transactions</h3>
 241     <table class="t2col">
 242       <tr>
 243         <td>
 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>
 245         </td>
 246         <td><img class="gtkshot" src="images/45txnsplit.png"></td>
 247       </tr>
 248     </table>
 249     <p class="top"><a href="#top">↑ Back to Top</a></p>
 250   </div>
 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>
 256     <ul>
 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>
 264     </ul>
 265     <p class="top"><a href="#top">↑ Back to Top</a></p>
 266   </div>
 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>
 273   </div>
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