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import homebank-5.2.7
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1 <!DOCTYPE html>
2 <html>
3 <head>
4 <meta content="text/html; charset=utf-8" http-equiv="CONTENT-TYPE">
5 <meta content="noindex" name="robots">
6 <title>Currencies dialog</title>
7 <link href="help.css" rel="stylesheet" type="text/css">
8 </head>
9 <body id="top">
10 <div class="dochead">
11 HomeBank User manual
12 </div>
13 <div class="title">
14 <h1>Currencies dialog</h1>
15 <p>The currencies dialog is used to edit, modify and manage the currencies available for the wallets.</p>
16
17 <h2>Dialog call</h2>
18 <ul>
19 <li>main window menu: Manage / Currencies</li>
20 <li>main window tool bar.</li>
21 </ul>
22 </div>
23 <div class="rounded content">
24 <h2>Using currencies dialog</h2>
25 <p><img class="gtkshot right" src="images/dlg-currencies1.png"></p>
26 <h3><img align="bottom" border="0" height="12" id="graphics5" name="graphics5" src="images/1.png" width="12"> General</h3>
27 <table class="widgetinfo">
28 <tr>
29 <th>Update on-line</th>
30 <td>Trigger to update exchanges rate on-line. This is disabled when you only have a single currency.<br>
31 </td>
32 </tr>
33 </table>
34 <p><img src="images/d-warn.png"/>&nbsp;<span class="warning">
35 <b>Update Online</b> is an extra feature relying on a third party web service.<br>
36 Your currencies may not be supported:<br>
37 - as base currency: and nothing will update<br>
38 - as a target currency: this currency will not be updated<br>
39 See additional notes below</span></p>
40
41 <h3><img align="bottom" border="0" height="12" id="graphics6" name="graphics6" src="images/2.png" width="12"> Currencies list</h3>
42 <p>display currency ISO code, name, symbol, exchange rate and last modified date</p>
43 <h3><img align="bottom" border="0" height="12" id="graphics7" src="images/3.png" width="12"> Buttons</h3>
44 <table class="widgetinfo">
45 <tr>
46 <th>Add</th>
47 <td>open a dialog to add a new currency<br>
48 + see the notes below.</td>
49 </tr>
50 <tr>
51 <th>Edit</th>
52 <td>open a dialog to edit the selected currency</td>
53 </tr>
54 <tr>
55 <th>Delete</th>
56 <td>delete the selected currency</td>
57 </tr>
58 <tr>
59 <th>Set as base</th>
60 <td>set the selected currency to be the base currency</td>
61 </tr>
62 </table>
63
64 <h3>Add currency notes</h3>
65 <p>
66 - you can pick up new currencies from the official ISO 4217 list<br>
67 - you can define a custom currency for discontinued or cryptocurrency</p>
68
69 <p>When you define a custom currency, please take care of the following:<br>
70 - the Name must be at least 3 chars long<br>
71 - the ISO code is optional, but you cannot change it easily later on<br>
72 - the ISO code must be 3 chars long and cannot be the same an existing ISO 4217 one
73 </p>
74
75 <h3>Online Currency Update</h3>
76 <p>The current API is:<br>
77 - <a href="https://frankfurter.app">frankfurter.app</a><br>
78 - <a href="https://frankfurter.app/currencies">list of supported currencies</a></p>
79 <p>
80 <p>Previous third party API service used in the past.<br>
81 - until 5.2: https://api.fixer.io, see <a href="https://bugs.launchpad.net/homebank/+bug/1785210">#1785210</a><br>
82 - until 5.1.7: yahoo, see <a href="https://bugs.launchpad.net/homebank/+bug/1730527">#1730527</a><br>
83 </p>
84
85 </div>
86 <div class="rounded content">
87 <h2>Using the edit currency dialog</h2>
88 <p><img class="gtkshot right" src="images/dlg-currencies2.png"></p>
89 <h3>Currency</h3>
90 <p>Display the currency symbol and name</p>
91 <h3>Exchange rate</h3>
92 <p>Enable to chnage the exchange rate (if currency is not the base one)</p>
93 <h3>Format</h3>
94 <p>Display a sample of the currency format</p>
95 <p>Customize</p>
96 <table class="widgetinfo">
97 <tr>
98 <th>Symbol</th>
99 <td>Symbol that prefix the amount</td>
100 </tr>
101 <tr>
102 <th>Is prefix</th>
103 <td>define is the symbol is a prefix symbol</td>
104 </tr>
105 <tr>
106 <th>Decimal char</th>
107 <td>Character to be used as decimal separator</td>
108 </tr>
109 <tr>
110 <th>Frac digits</th>
111 <td>Number of digits after decimal separator</td>
112 </tr>
113 <tr>
114 <th>Grouping char</th>
115 <td>Character to be used as grouping separator</td>
116 </tr>
117 </table>
118 </div>
119 </body>
120 </html>
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