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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 <img src="images/d-warn.png">&nbsp;<span class="warning">This is an extra feature relying on third party, your currencies may not be supported. See additional notes below.</span></td>
32 </tr>
33 </table>
34 <h3><img align="bottom" border="0" height="12" id="graphics6" name="graphics6" src="images/2.png" width="12"> Currencies list</h3>
35 <p>display currency ISO code, name, symbol, exchange rate and last modified date</p>
36 <h3><img align="bottom" border="0" height="12" id="graphics7" src="images/3.png" width="12"> Buttons</h3>
37 <table class="widgetinfo">
38 <tr>
39 <th>Add</th>
40 <td>open a dialog to add a new currency<br>
41 + see the notes below.</td>
42 </tr>
43 <tr>
44 <th>Edit</th>
45 <td>open a dialog to edit the selected currency</td>
46 </tr>
47 <tr>
48 <th>Delete</th>
49 <td>delete the selected currency</td>
50 </tr>
51 <tr>
52 <th>Set as base</th>
53 <td>set the selected currency to be the base currency</td>
54 </tr>
55 </table>
56
57 <h3>Add currency notes</h3>
58 <p>
59 - you can pick up new currencies from the official ISO 4217 list<br>
60 - you can define a custom currency for discontinued or cryptocurrency</p>
61
62 <p>When you define a custom currency, please take care of the following:<br>
63 - the Name must be at least 3 chars long<br>
64 - the ISO code is optional, but you cannot change it easily later on<br>
65 - the ISO code must be 3 chars long and cannot be the same an existing ISO 4217 one
66 </p>
67
68 <h3>Online Currency Update</h3>
69 <p>Here are the list of third party API service current and used in the past.<br>
70 - current: https://frankfurter.app<br>
71 - until 5.2: https://api.fixer.io, see <a href="https://bugs.launchpad.net/homebank/+bug/1785210">#1785210</a><br>
72 - until 5.1.7: yahoo, see <a href="https://bugs.launchpad.net/homebank/+bug/1730527">#1730527</a><br>
73 </p>
74
75 </div>
76 <div class="rounded content">
77 <h2>Using the edit currency dialog</h2>
78 <p><img class="gtkshot right" src="images/dlg-currencies2.png"></p>
79 <h3>Currency</h3>
80 <p>Display the currency symbol and name</p>
81 <h3>Exchange rate</h3>
82 <p>Enable to chnage the exchange rate (if currency is not the base one)</p>
83 <h3>Format</h3>
84 <p>Display a sample of the currency format</p>
85 <p>Customize</p>
86 <table class="widgetinfo">
87 <tr>
88 <th>Symbol</th>
89 <td>Symbol that prefix the amount</td>
90 </tr>
91 <tr>
92 <th>Is prefix</th>
93 <td>define is the symbol is a prefix symbol</td>
94 </tr>
95 <tr>
96 <th>Decimal char</th>
97 <td>Character to be used as decimal separator</td>
98 </tr>
99 <tr>
100 <th>Frac digits</th>
101 <td>Number of digits after decimal separator</td>
102 </tr>
103 <tr>
104 <th>Grouping char</th>
105 <td>Character to be used as grouping separator</td>
106 </tr>
107 </table>
108 </div>
109 </body>
110 </html>
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