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

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  11     HomeBank User manual
  12   </div>
  13   <div class="title">
  14     <h1>Previously on HomeBank...</h1><b>New features in v5.1</b>
  15     <ul class="toc">
  16       <li><a href="#51multicurr">Multiple currencies</a></li>
  17       <li><a href="#51paydef">Payee default category and payment type</a></li>
  18       <li><a href="#51autoassign">New feature for automatic assignments</a></li>
  19     </ul><b>New features in v5.0</b>
  20     <ul class="toc">
  21       <li><a href="#50txnstatus">Cleared status to enrich transaction status</a></li>
  22       <li><a href="#50stackbudget">Stack chart for budget</a></li>
  23       <li><a href="#50search">Quick search for list</a></li>
  24     </ul><b>New features in v4.6</b>
  25     <ul class="toc">
  26       <li><a href="#46search">Quick search for transaction</a></li>
  27       <li><a href="#46fiscyear">Configure fiscal year boundaries</a></li>
  28       <li><a href="#46schedwe">Scheduled transaction date before or after weekend</a></li>
  29       <li><a href="#46schedplay">Ability to individually play scheduled transactions from the list</a></li>
  30     </ul><b>New features in v4.5</b>
  31     <ul class="toc">
  32       <li><a href="#language">Ability to change language</a></li>
  33       <li><a href="#mainreport">Where your money goes</a></li>
  34       <li><a href="#txnsplit">Category split for transactions</a></li>
  35       <li><a href="#accflt">New filters for account window</a></li>
  36       <li><a href="#schedul">Scheduled append until a day of month</a></li>
  37     </ul>
  38   </div><!-- = = = = separator = = = = -->
  39   <h2>New features in v5.1</h2>
  40   <div class="rounded content">
  41     <h3><a id="51multicurr" name="51multicurr"></a> <!-- = = = = separator = = = = -->Multiple currencies</h3>
  42     <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>
  43     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>
  44     <p>Take care as the currency formatting option are now in the <a href="dlg-curr.html">currencies dialog</a>.
  45     <p class="top"><a href="#top">↑ Back to Top</a></p>
  46   </div>
  47   <div class="rounded content">
  48     <h3><a id="51paydef" name="51paydef"></a> <!-- = = = = separator = = = = -->Payee default category and payment type</h3>
  49     <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>
  50     <p class="top"><a href="#top">↑ Back to Top</a></p>
  51   </div>
  52   <div class="rounded content">
  53     <h3><a id="51autoassign" name="51autoassign"></a> <!-- = = = = separator = = = = -->New feature for automatic assignments</h3>
  54     <p>New capabilities of the automatic assignment are available:</p>
  55     <ul>
  56       <li>assign payment</li>
  57       <li>overwrite is now possible</li>
  58       <li>regular expression can be used</li>
  59     </ul>
  60     <p>See the <a href="dlg-assi.html">assignment dialog</a>.</p>
  61     <p class="top"><a href="#top">↑ Back to Top</a></p>
  62   </div><!-- = = = = separator = = = = -->
  63   <h2>New features in v5.0</h2>
  64   <div class="rounded content">
  65     <h3><a id="50txnstatus" name="50txnstatus"></a> <!-- = = = = separator = = = = -->Cleared status to enrich the transaction status</h3>
  66     <table class="t2col">
  67       <tr>
  68         <td>
  69           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.
  70           <ul>
  71             <li><img src="images/hb-ope-cleared.png"> : <a href="00-lexicon.html#txncleared">cleared</a></li>
  72             <li><img src="images/hb-ope-reconciled.png"> : <a href="00-lexicon.html#txnreconciled">reconciled</a></li>
  73             <li><img src="images/hb-ope-remind.png"> : <a href="00-lexicon.html#txnremind">remind</a></li>
  74           </ul>
  75         </td>
  76         <td><img class="gtkshot" src="images/50txnstatus.png"></td>
  77       </tr>
  78     </table>
  79     <p class="top"><a href="#top">↑ Back to Top</a></p>
  80   </div>
  81   <div class="rounded content">
  82     <h3><a id="50stackbudget" name="50stackbudget"></a> <!-- = = = = separator = = = = -->Stack chart for budget</h3>
  83     <table class="t2col">
  84       <tr>
  85         <td>I finally found some time to code a new graph report dedicated to budget, please welcom the stack chart that clarify so much the budget report !</td>
  86         <td><img class="gtkshot" src="images/50stackbudget.png"></td>
  87       </tr>
  88     </table>
  89     <p class="top"><a href="#top">↑ Back to Top</a></p>
  90   </div>
  91   <div class="rounded content">
  92     <h3><a id="50search" name="50search"></a> <!-- = = = = separator = = = = -->Quick search for list</h3>
  93     <table class="t2col">
  94       <tr>
  95         <td>For more detail on this, please <a href="use-tipsandtricks.html#listsearch">click here</a>.</td>
  96         <td><img class="gtkshot" src="images/tip-listsearch.png"></td>
  97       </tr>
  98     </table>
  99     <p class="top"><a href="#top">↑ Back to Top</a></p>
 100   </div><!-- = = = = separator = = = = -->
 101   <h2>New features in v4.6</h2>
 102   <div class="rounded content">
 103     <h3><a id="46search" name="46search"></a> <!-- = = = = separator = = = = -->Quick search for transaction</h3>
 104     <table class="t2col">
 105       <tr>
 106         <td>
 107           <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>
 108           <p>The search apply to all columns except status, date and amount columns.</p>
 109         </td>
 110         <td><img class="gtkshot" src="images/46search.png"></td>
 111       </tr>
 112     </table>
 113     <p class="top"><a href="#top">↑ Back to Top</a></p>
 114   </div>
 115   <div class="rounded content">
 116     <h3><a id="46fiscyear" name="46fiscyear"></a> <!-- = = = = separator = = = = -->Configure fiscal year boundaries</h3>
 117     <table class="t2col">
 118       <tr>
 119         <td>
 120           <p>Starting 4.6, you can define your fiscal year start/end date.</p>
 121           <p>Previously the fiscal year was aligned to the calendar year, starting on 1st january and ending on 31 december.</p>
 122         </td>
 123         <td><img class="gtkshot" src="images/46fiscyear.png"></td>
 124       </tr>
 125     </table>
 126     <p class="top"><a href="#top">↑ Back to Top</a></p>
 127   </div>
 128   <div class="rounded content">
 129     <h3><a id="46schedwe" name="46schedwe"></a> <!-- = = = = separator = = = = -->Scheduled transaction date before or after weekend</h3>
 130     <table class="t2col">
 131       <tr>
 132         <td>
 133           <p>Insert a scheduled transaction can be controlled to avoid insert on weekend and to automatically change the date to before or after.</p>
 134         </td>
 135         <td><img class="gtkshot" src="images/46schedwe.png"></td>
 136       </tr>
 137     </table>
 138     <p class="top"><a href="#top">↑ Back to Top</a></p>
 139   </div>
 140   <div class="rounded content">
 141     <h3><a id="46schedplay" name="46schedplay"></a> <!-- = = = = separator = = = = -->Ability to individually play scheduled transactions from the list</h3>
 142     <table class="t2col">
 143       <tr>
 144         <td>
 145           <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>
 146           <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>
 147         </td>
 148         <td><img class="gtkshot" src="images/use-scheduled2.png"></td>
 149       </tr>
 150     </table>
 151     <p class="top"><a href="#top">↑ Back to Top</a></p>
 152   </div><!-- = = = = separator = = = = -->
 153   <h2>New features in v4.5</h2>
 154   <div class="rounded content">
 155     <h3><a id="language" name="language"></a> <!-- = = = = separator = = = = -->Ability to change language</h3>
 156     <p>You can now select a different language than the one of your system !</p>
 157     <p class="top"><a href="#top">↑ Back to Top</a></p>
 158   </div>
 159   <div class="rounded content">
 160     <h3><a id="mainreport" name="mainreport"></a> <!-- = = = = separator = = = = -->Where your money goes</h3>
 161     <p class="argument">Top 5 Spending report !</p>
 162     <table class="t2col">
 163       <tr>
 164         <td>
 165           <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>
 166         </td>
 167         <td><img class="gtkshot" src="images/45topsending.png"></td>
 168       </tr>
 169     </table>
 170     <p class="top"><a href="#top">↑ Back to Top</a></p>
 171   </div>
 172   <div class="rounded content">
 173     <h3><a id="txnsplit" name="txnsplit"></a> <!-- = = = = separator = = = = -->Category split for transactions</h3>
 174     <table class="t2col">
 175       <tr>
 176         <td>
 177           <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>
 178         </td>
 179         <td><img class="gtkshot" src="images/45txnsplit.png"></td>
 180       </tr>
 181     </table>
 182     <p class="top"><a href="#top">↑ Back to Top</a></p>
 183   </div>
 184   <div class="rounded content">
 185     <h3><a id="accflt" name="accflt"></a> <!-- = = = = separator = = = = -->New filters for account window</h3>
 186     <p>The account window now have a new filter / information bar.</p>
 187     <p><img class="gtkshot" src="images/45accfilter.png"></p>
 188     <p>Here is a description from left to right:</p>
 189     <ul>
 190       <li>Account title</li>
 191       <li>Date range filter</li>
 192       <li><strong>Type filter</strong>: expense, income</li>
 193       <li><strong>Status filter</strong>: uncategorized, unreconciled</li>
 194       <li>Reset filter button</li>
 195       <li>Number of items displayed with total amount</li>
 196       <li>Number of transaction selected and the amount sum</li>
 197     </ul>
 198     <p class="top"><a href="#top">↑ Back to Top</a></p>
 199   </div>
 200   <div class="rounded content">
 201     <h2><a id="schedul" name="schedul"></a> <!-- = = = = separator = = = = -->Scheduled append until a day of month</h2>
 202     <p>You can now insert transaction within a specific day in the next month.<br>
 203     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>
 204     <p>You can keep the previous behavior to add xx days into the future from today's date.</p>
 205     <p class="top"><a href="#top">↑ Back to Top</a></p>
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