Dogcows Code - chaz/homebank/blob - doc/dlg-pref.html

   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>Preferences 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>Preferences dialog</h1>
  15     <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>
  16     <ul class="toc">
  17       <li><a href="#tab1">General</a></li>
  18       <li><a href="#tab2">Interface</a></li>
  19       <li><a href="#tab3">Transactions</a></li>
  20       <li><a href="#tab4">Display format</a></li>
  21       <li><a href="#tab5">Import/Export</a></li>
  22       <li><a href="#tab6">Report</a></li>
  23       <li><a href="#tab7">Euro minor</a></li>
  24     </ul><!-- separator -->
  25   </div>
  26   <div class="rounded content">
  27     <h2><a id="tab1" name="tab1"></a>General</h2>
  28     <p><img class="gtkshot right" src="images/dlg-prefs1.png"></p>
  29     <h3>Program start</h3>
  30     <table class="widgetinfo">
  31       <tr>
  32         <th>Show splash screen</th>
  33         <td>display a splash screen when HomeBank start</td>
  34       </tr>
  35       <tr>
  36         <th>Load last opened file</th>
  37         <td>load the last opened file when HomeBank start</td>
  38       </tr>
  39       <tr>
  40         <th>Post pending scheduled transactions</th>
  41         <td>append scheduled transaction to accounts when HomeBank start</td>
  42       </tr>
  43       <tr>
  44         <th>Update currencies on-line</th>
  45         <td>trigger a on-line update for currencies exchange rate start</td>
  46       </tr>
  47     </table>
  48     <h3>Fiscal year</h3>
  49     <table class="widgetinfo">
  50       <tr>
  51         <th>Start on</th>
  52         <td>define on which day and month the fiscal year start</td>
  53       </tr>
  54     </table>
  55     <h3>Main window reports</h3>
  56     <table class="widgetinfo">
  57       <tr>
  58         <th>Date range</th>
  59         <td>default range initial value for the main window reports</td>
  60       </tr>
  61     </table>
  62     <h3>Files folder</h3>
  63     <table class="widgetinfo">
  64       <tr>
  65         <th>Default</th>
  66         <td>default folder to load/save HomeBank files</td>
  67       </tr>
  68     </table><!-- separator -->
  69     <div class="clear"></div>
  70     <p class="top"><a href="#top">↑ Back to Top</a></p>
  71   </div>
  72   <div class="rounded content">
  73     <h2><a id="tab2" name="tab2"></a>Interface</h2>
  74     <p><img class="gtkshot right" src="images/dlg-prefs2.png"></p>
  75     <h3>General</h3>
  76     <table class="widgetinfo">
  77       <tr>
  78         <th>Language</th>
  79         <td>define what language to use for the interface</td>
  80       </tr>
  81       <tr>
  82         <th>Tool-bar</th>
  83         <td>tool-bar style to be used</td>
  84       </tr>
  85       <tr>
  86         <th>Grid line</th>
  87         <td>
  88           specify the list grid line option:
  89           <ul>
  90             <li>None</li>
  91             <li>Horizontal</li>
  92             <li>Vertical</li>
  93             <li>Both</li>
  94           </ul>
  95         </td>
  96       </tr>
  97     </table>
  98     <h3>Amount colors</h3>
  99     <table class="widgetinfo">
 100       <tr>
 101         <th>Uses custom colors</th>
 102         <td>specify if amounts should be displayed with colors below</td>
 103       </tr>
 104       <tr>
 105         <th>Preset</th>
 106         <td>contains some Tango color preset to fast set the amount colors</td>
 107       </tr>
 108       <tr>
 109         <th>Expense</th>
 110         <td>color used for expense</td>
 111       </tr>
 112       <tr>
 113         <th>Income</th>
 114         <td>color used for incomes</td>
 115       </tr>
 116       <tr>
 117         <th>Warning</th>
 118         <td>color used for amount in warning (overdrawn)</td>
 119       </tr>
 120     </table><!-- separator -->
 121     <div class="clear"></div>
 122     <p class="top"><a href="#top">↑ Back to Top</a></p>
 123   </div>
 124   <div class="rounded content">
 125     <h2><a id="tab3" name="tab3"></a>Transactions</h2>
 126     <p><img class="gtkshot right" src="images/dlg-prefs3.png"></p>
 127     <h3>Transaction window</h3>
 128     <table class="widgetinfo">
 129       <tr>
 130         <th>Date range</th>
 131         <td>Set the default range to be used for account window</td>
 132       </tr>
 133       <tr>
 134         <th>Show xx days in...</th>
 135         <td>set the number of days to force show future transaction</td>
 136       </tr>
 137       <tr>
 138         <th>Hide reconciled transactions</th>
 139         <td>set the filter for account window not to default show reconciled transactions</td>
 140       </tr>
 141       <tr>
 142         <th>Always show remind transactions</th>
 143         <td>set the remind transaction to always be display (ignore filters)</td>
 144       </tr>
 145     </table>
 146     <h3>Multiple add</h3>
 147     <table class="widgetinfo">
 148       <tr>
 149         <th>Keep the last date</th>
 150         <td>Set the date to be kept when you add several transaction successively</td>
 151       </tr>
 152     </table>
 153     <h3>Column list</h3>
 154     <p>Removed on 5.17, now use the context menu on the transaction listview column header</p>
 155     <p>Set the column to display and their order for the transaction list</p><!-- separator -->
 156     <div class="clear"></div>
 157     <p class="top"><a href="#top">↑ Back to Top</a></p>
 158   </div>
 159   <div class="rounded content">
 160     <h2><a id="tab4" name="tab4"></a>Display format</h2>
 161     <p><img class="gtkshot right" src="images/dlg-prefs4.png"></p>
 162     <h3>Date options</h3>
 163     <table class="widgetinfo">
 164       <tr>
 165         <th>Date</th>
 166         <td>A date sample is displayed</td>
 167       </tr>
 168       <tr>
 169         <th>Customize &gt; Format</th>
 170         <td>display format used for date</td>
 171       </tr>
 172     </table>
 173     <h3>Measurement units</h3>
 174     <table class="widgetinfo">
 175       <tr>
 176         <th>Use miles for meter</th>
 177         <td>use the mile labels and abbreviation for the vehicle cost</td>
 178       </tr>
 179       <tr>
 180         <th>Use gallons for fuel</th>
 181         <td>use the gallons labels and abbreviation for the vehicle cost</td>
 182       </tr>
 183     </table><!-- separator -->
 184     <div class="clear"></div>
 185     <p class="top"><a href="#top">↑ Back to Top</a></p>
 186   </div>
 187   <div class="rounded content">
 188     <h2><a id="tab5" name="tab5"></a>Import/Export</h2>
 189     <p><img class="gtkshot right" src="images/dlg-prefs5.png"></p>
 190     <h3>Date options</h3>
 191     <table class="widgetinfo">
 192       <tr>
 193         <th>Date order</th>
 194         <td>
 195           set the default date order for file import
 196           <ul>
 197             <li>d-m-y</li>
 198             <li>m-d-y</li>
 199             <li>y-m-d</li>
 200           </ul>
 201         </td>
 202       </tr>
 203     </table>
 204     <h3>OFX/QFX options</h3>
 205     <table class="widgetinfo">
 206       <tr>
 207         <th>Memo field</th>
 208         <td>
 209           define what to do for memo field during import:<br>
 210           <ul>
 211             <li>ignore</li>
 212             <li>append to memo</li>
 213             <li>append to info</li>
 214           </ul>
 215         </td>
 216       </tr>
 217     </table>
 218     <h3>Files folder</h3>
 219     <table class="widgetinfo">
 220       <tr>
 221         <th>Import</th>
 222         <td>default folder to load files to import</td>
 223       </tr>
 224       <tr>
 225         <th>Export</th>
 226         <td>default folder to save files to export</td>
 227       </tr>
 228     </table><!-- separator -->
 229     <div class="clear"></div>
 230     <p class="top"><a href="#top">↑ Back to Top</a></p>
 231   </div>
 232   <div class="rounded content">
 233     <h2><a id="tab6" name="tab6"></a>Report</h2>
 234     <p><img class="gtkshot right" src="images/dlg-prefs6.png"></p>
 235     <h3>Initial filter</h3>
 236     <table class="widgetinfo">
 237       <tr>
 238         <th>Date range</th>
 239         <td>Set the default range to be used for account window</td>
 240       </tr>
 241     </table>
 242     <h3>Charts options</h3>
 243     <table class="widgetinfo">
 244       <tr>
 245         <th>Color scheme</th>
 246         <td>
 247           Set the default color scheme to be applied for charts
 248           <ul>
 249             <li>HomeBank</li>
 250             <li>Money</li>
 251             <li>SAP</li>
 252             <li>Quicken</li>
 253             <li>Office 2010</li>
 254             <li>Office 2013</li>
 255             <li>Analytics</li>
 256           </ul>
 257         </td>
 258       </tr>
 259     </table>
 260     <h3>Statistics options</h3>
 261     <table class="widgetinfo">
 262       <tr>
 263         <th>Show by amount</th>
 264         <td>set the by amount toggle on the statistics window to default be checked</td>
 265       </tr>
 266       <tr>
 267         <th>Show rate column</th>
 268         <td>set the rate column to be displayed by default</td>
 269       </tr>
 270       <tr>
 271         <th>Show details</th>
 272         <td>set the detail toggle on the statistics window to default be checked</td>
 273       </tr>
 274     </table>
 275     <h3>Budget options</h3>
 276     <table class="widgetinfo">
 277       <tr>
 278         <th>Show details</th>
 279         <td>set the detail toggle on the budget window to default be checked</td>
 280       </tr>
 281     </table><!-- separator -->
 282     <div class="clear"></div>
 283     <p class="top"><a href="#top">↑ Back to Top</a></p>
 284   </div>
 285   <div class="rounded content">
 286     <h2><a id="tab7" name="tab7"></a>Euro minor</h2>
 287     <p><img class="gtkshot right" src="images/dlg-prefs7.png"></p>
 288     <h3>General</h3>
 289     <table class="widgetinfo">
 290       <tr>
 291         <th>Enable</th>
 292         <td>enable euro minor currency support in HomeBank.<br>
 293         see <a href="misc-euro.html">minor currency</a> for more details.</td>
 294       </tr>
 295     </table>
 296     <h3>Currency</h3>
 297     <p>A remind of the country is displayed</p>
 298     <table class="widgetinfo">
 299       <tr>
 300         <th>Fill from</th>
 301         <td>preselect of parameters for this tab</td>
 302       </tr>
 303     </table>
 304     <h3>Exchange rate</h3>
 305     <table class="widgetinfo">
 306       <tr>
 307         <th>1 XXX =</th>
 308         <td>change rate (value of 1 euro in your old national currency)</td>
 309       </tr>
 310     </table>
 311     <h3>Format</h3>
 312     <table class="widgetinfo">
 313       <tr>
 314         <th>Symbol</th>
 315         <td>Symbol that prefix the amount</td>
 316       </tr>
 317       <tr>
 318         <th>Is prefix</th>
 319         <td>define is the symbol is a prefix symbol</td>
 320       </tr>
 321       <tr>
 322         <th>Decimal char</th>
 323         <td>Character to be used as decimal separator</td>
 324       </tr>
 325       <tr>
 326         <th>Frac digits</th>
 327         <td>Number of digits after decimal separator</td>
 328       </tr>
 329       <tr>
 330         <th>Grouping char</th>
 331         <td>Character to be used as grouping separator</td>
 332       </tr>
 333     </table>
 334     <p class="top"><a href="#top">↑ Back to Top</a></p>
 335   </div>
 336 </body>
 337 </html>