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

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   6   <title>Preferences dialog</title>
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  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">Locale</a></li>
  20       <li><a href="#tab4">Transactions</a></li>
  21       <li><a href="#tab5">Import/Export</a></li>
  22       <li><a href="#tab6">Report</a></li>
  23       <li><a href="#tab7">Backup</a></li>
  24       <li><a href="#tab8">Folders</a></li>
  25       <li><a href="#tab9">Euro minor</a></li>
  26     </ul><!-- separator -->
  27   </div>
  28   <div class="rounded content">
  29     <h2><a id="tab1" name="tab1"></a>General</h2>
  30     <p><img class="gtkshot right" src="images/dlg-prefs1.png"></p>
  31     <h3>Program start</h3>
  32     <table class="widgetinfo">
  33       <tr>
  34         <th>Show splash screen</th>
  35         <td>display a splash screen when HomeBank start</td>
  36       </tr>
  37       <tr>
  38         <th>Load last opened file</th>
  39         <td>load the last opened file when HomeBank start</td>
  40       </tr>
  41       <tr>
  42         <th>Post pending scheduled transactions</th>
  43         <td>append scheduled transaction to accounts when HomeBank start</td>
  44       </tr>
  45       <tr>
  46         <th>Update currencies on-line</th>
  47         <td>trigger a on-line update for currencies exchange rate start</td>
  48       </tr>
  49     </table>
  50     <h3>Main window reports</h3>
  51     <table class="widgetinfo">
  52       <tr>
  53         <th>Date range</th>
  54         <td>default range initial value for the main window reports</td>
  55       </tr>
  56     </table>
  57     <!-- separator -->
  58     <div class="clear"></div>
  59     <p class="top"><a href="#top">↑ Back to Top</a></p>
  60   </div>
  61   <div class="rounded content">
  62     <h2><a id="tab2" name="tab2"></a>Interface</h2>
  63     <p><img class="gtkshot right" src="images/dlg-prefs2.png"></p>
  64     <h3>General</h3>
  65     <table class="widgetinfo">
  66       <tr>
  67         <th>Tool-bar</th>
  68         <td>tool-bar style to be used</td>
  69       </tr>
  70       <tr>
  71         <th>Grid line</th>
  72         <td>
  73           specify the list grid line option:
  74           <ul>
  75             <li>None</li>
  76             <li>Horizontal</li>
  77             <li>Vertical</li>
  78             <li>Both</li>
  79           </ul>
  80         </td>
  81       </tr>
  82     </table>
  83     <h3>Amount colors</h3>
  84     <table class="widgetinfo">
  85       <tr>
  86         <th>Uses custom colors</th>
  87         <td>specify if amounts should be displayed with colors below</td>
  88       </tr>
  89       <tr>
  90         <th>Preset</th>
  91         <td>contains some Tango color preset to fast set the amount colors</td>
  92       </tr>
  93       <tr>
  94         <th>Expense</th>
  95         <td>color used for expense</td>
  96       </tr>
  97       <tr>
  98         <th>Income</th>
  99         <td>color used for incomes</td>
 100       </tr>
 101       <tr>
 102         <th>Warning</th>
 103         <td>color used for amount in warning (overdrawn)</td>
 104       </tr>
 105     </table><!-- separator -->
 106     <div class="clear"></div>
 107     <p class="top"><a href="#top">↑ Back to Top</a></p>
 108   </div>
 109
 110
 111   <div class="rounded content">
 112     <h2><a id="tab3" name="tab3"></a>Locale</h2>
 113     <p><img class="gtkshot right" src="images/dlg-prefs3.png"></p>
 114     <h3>User interface</h3>
 115     <table class="widgetinfo">
 116        <tr>
 117         <th>Language</th>
 118         <td>define what language to use for the interface</td>
 119       </tr>
 120      <tr>
 121         <th>Date display</th>
 122         <td>A date sample is displayed</td>
 123       </tr>
 124       <tr>
 125         <th>Customize</th>
 126         <td>display format used to display <u>(and not input)</u> date</td>
 127       </tr>
 128     </table>
 129     <h3>Fiscal year</h3>
 130     <table class="widgetinfo">
 131       <tr>
 132         <th>Start on</th>
 133         <td>define on which day and month the fiscal year start</td>
 134       </tr>
 135     </table>
 136     <h3>Measurement units</h3>
 137     <table class="widgetinfo">
 138       <tr>
 139         <th>Use miles for metre</th>
 140         <td>use the mile labels and abbreviation for the vehicle cost</td>
 141       </tr>
 142       <tr>
 143         <th>Use gallon for fuel</th>
 144         <td>use the gallon labels and abbreviation for the vehicle cost</td>
 145       </tr>
 146     </table><!-- separator -->
 147     <div class="clear"></div>
 148     <p class="top"><a href="#top">↑ Back to Top</a></p>
 149   </div>
 150
 151   <div class="rounded content">
 152     <h2><a id="tab4" name="tab4"></a>Transactions</h2>
 153     <p><img class="gtkshot right" src="images/dlg-prefs4.png"></p>
 154     <h3>Transaction window</h3>
 155     <table class="widgetinfo">
 156       <tr>
 157         <th>Date range</th>
 158         <td>Set the default range to be used for account window</td>
 159       </tr>
 160       <tr>
 161         <th>Show xx days in...</th>
 162         <td>set the number of days to force show future transaction</td>
 163       </tr>
 164       <tr>
 165         <th>Hide reconciled transactions</th>
 166         <td>set the filter for account window not to default show reconciled transactions</td>
 167       </tr>
 168       <tr>
 169         <th>Always show remind transactions</th>
 170         <td>set the remind transaction to always be display (ignore filters)</td>
 171       </tr>
 172     </table>
 173     <h3>Multiple add</h3>
 174     <table class="widgetinfo">
 175       <tr>
 176         <th>Keep the last date</th>
 177         <td>Set the date to be kept when you add several transaction successively</td>
 178       </tr>
 179     </table>
 180     <h3>Memo autocomplete</h3>
 181     <table class="widgetinfo">
 182       <tr>
 183         <th>Active</th>
 184         <td>to collect and propose memo for autocomplete or not</td>
 185       </tr>
 186       <tr>
 187         <th>xxx rolling days</th>
 188         <td>to define how many days into the past to grab memo for autocomplete, if for example 30 days, you will only see the last 30 days autocomplete memo</td>
 189       </tr>
 190     </table>
 191     <!-- separator -->
 192     <div class="clear"></div>
 193     <p class="top"><a href="#top">↑ Back to Top</a></p>
 194   </div>
 195
 196
 197   <div class="rounded content">
 198     <h2><a id="tab5" name="tab5"></a>Import/Export</h2>
 199     <p><img class="gtkshot right" src="images/dlg-prefs5.png"></p>
 200     <h3>Date options</h3>
 201     <table class="widgetinfo">
 202       <tr>
 203         <th>Date order</th>
 204         <td>
 205           set the default date order for file import
 206           <ul>
 207             <li>d-m-y</li>
 208             <li>m-d-y</li>
 209             <li>y-m-d</li>
 210           </ul>
 211         </td>
 212       </tr>
 213     </table>
 214     <h3>OFX/QFX options</h3>
 215     <table class="widgetinfo">
 216       <tr>
 217         <th>OFX Name</th>
 218         <td>
 219           define what to do for name field during import:<br>
 220           <ul>
 221             <li>ignore</li>
 222             <li>memo</li>
 223             <li>payee</li>
 224           </ul>
 225         </td>
 226       </tr>
 227       <tr>
 228         <th>OFX Memo</th>
 229         <td>
 230           define what to do for memo field during import:<br>
 231           <ul>
 232             <li>ignore</li>
 233             <li>append to Info</li>
 234             <li>append to Memo</li>
 235             <li>append to Payee</li>
 236           </ul>
 237         </td>
 238       </tr>
 239     </table>
 240     <h3>QIF options</h3>
 241     <table class="widgetinfo">
 242       <tr>
 243         <th>Import memos</th>
 244         <td>to import the M field from files</td>
 245       </tr>
 246       <tr>
 247         <th>Swap memos with payees</th>
 248         <td>to swap M and P field from files</td>
 249       </tr>
 250     </table>
 251     <h3>Other options</h3>
 252     <table class="widgetinfo">
 253       <tr>
 254         <th>Sentence case memo/payee</th>
 255         <td>will change the case for memo and payee (lowercase starting with a capital letter)</td>
 256       </tr>
 257     </table><!-- separator -->
 258     <div class="clear"></div>
 259     <p class="top"><a href="#top">↑ Back to Top</a></p>
 260   </div>
 261   <div class="rounded content">
 262     <h2><a id="tab6" name="tab6"></a>Report</h2>
 263     <p><img class="gtkshot right" src="images/dlg-prefs6.png"></p>
 264     <h3>Initial filter</h3>
 265     <table class="widgetinfo">
 266       <tr>
 267         <th>Date range</th>
 268         <td>Set the default range to be used for account window</td>
 269       </tr>
 270     </table>
 271     <h3>Charts options</h3>
 272     <table class="widgetinfo">
 273       <tr>
 274         <th>Color scheme</th>
 275         <td>
 276           Set the default color scheme to be applied for charts
 277           <ul>
 278             <li>HomeBank</li>
 279             <li>Money</li>
 280             <li>SAP</li>
 281             <li>Quicken</li>
 282             <li>Office 2010</li>
 283             <li>Office 2013</li>
 284             <li>Analytics</li>
 285             <li>YNAB</li>
 286           </ul>
 287         </td>
 288       </tr>
 289     </table>
 290     <h3>Statistics options</h3>
 291     <table class="widgetinfo">
 292       <tr>
 293         <th>Show by amount</th>
 294         <td>set the by amount toggle on the statistics window to default be checked</td>
 295       </tr>
 296       <tr>
 297         <th>Show rate column</th>
 298         <td>set the rate column to be displayed by default</td>
 299       </tr>
 300       <tr>
 301         <th>Show details</th>
 302         <td>set the detail toggle on the statistics window to default be checked</td>
 303       </tr>
 304     </table>
 305     <h3>Budget options</h3>
 306     <table class="widgetinfo">
 307       <tr>
 308         <th>Show details</th>
 309         <td>set the detail toggle on the budget window to default be checked</td>
 310       </tr>
 311     </table><!-- separator -->
 312     <div class="clear"></div>
 313     <p class="top"><a href="#top">↑ Back to Top</a></p>
 314   </div>
 315
 316   <div class="rounded content">
 317     <h2><a id="tab7" name="tab7"></a>Backup</h2>
 318     <p><img class="gtkshot right" src="images/dlg-prefs7.png"></p>
 319     <h3>Backup</h3>
 320     <table class="widgetinfo">
 321       <tr>
 322         <th>Enable automatic backups</th>
 323         <td>to activate backup of your xhb files</td>
 324       </tr>
 325       <tr>
 326         <th>Number of backups to keep</th>
 327         <td>the number of backups to keep</td>
 328       </tr>
 329       <tr>
 330         <th>Frequency</th>
 331         <td>is once a day<br>
 332         which means a backup file will be created the first time you save your file during a day, so if you save it 3 times the same day, only the first save will be backuped, so that you can revert to the day before with ease.</td>
 333       </tr>
 334     </table>
 335     <!-- separator -->
 336     <div class="clear"></div>
 337     <p class="top"><a href="#top">↑ Back to Top</a></p>
 338   </div>
 339
 340
 341   <div class="rounded content">
 342     <h2><a id="tab8" name="tab8"></a>Folders</h2>
 343     <p><img class="gtkshot right" src="images/dlg-prefs8.png"></p>
 344     <h3>HomeBank files</h3>
 345     <table class="widgetinfo">
 346       <tr>
 347         <th>Default</th>
 348         <td>default folder to load/save HomeBank files</td>
 349       </tr>
 350     </table>
 351     <h3>Exchange files</h3>
 352     <table class="widgetinfo">
 353       <tr>
 354         <th>Import</th>
 355         <td>default folder to load files to import</td>
 356       </tr>
 357       <tr>
 358         <th>Export</th>
 359         <td>default folder to save files to export</td>
 360       </tr>
 361     </table>
 362 <!-- separator -->
 363     <div class="clear"></div>
 364     <p class="top"><a href="#top">↑ Back to Top</a></p>
 365   </div>
 366
 367
 368   <div class="rounded content">
 369     <h2><a id="tab9" name="tab9"></a>Euro minor</h2>
 370     <p><img class="gtkshot right" src="images/dlg-prefs9.png"></p>
 371     <h3>General</h3>
 372     <table class="widgetinfo">
 373       <tr>
 374         <th>Enable</th>
 375         <td>enable euro minor currency support in HomeBank.<br>
 376         see <a href="misc-euro.html">minor currency</a> for more details.</td>
 377       </tr>
 378     </table>
 379     <h3>Currency</h3>
 380     <p>A remind of the country is displayed</p>
 381     <table class="widgetinfo">
 382       <tr>
 383         <th>Fill from</th>
 384         <td>preselect of parameters for this tab</td>
 385       </tr>
 386     </table>
 387     <h3>Exchange rate</h3>
 388     <table class="widgetinfo">
 389       <tr>
 390         <th>1 XXX =</th>
 391         <td>change rate (value of 1 euro in your old national currency)</td>
 392       </tr>
 393     </table>
 394     <h3>Format</h3>
 395     <table class="widgetinfo">
 396       <p>A sample is displayed and can be customized</p>
 397       <tr>
 398         <th>Symbol</th>
 399         <td>Symbol that prefix the amount</td>
 400       </tr>
 401       <tr>
 402         <th>Is prefix</th>
 403         <td>define is the symbol is a prefix symbol</td>
 404       </tr>
 405       <tr>
 406         <th>Decimal char</th>
 407         <td>Character to be used as decimal separator</td>
 408       </tr>
 409       <tr>
 410         <th>Frac digits</th>
 411         <td>Number of digits after decimal separator</td>
 412       </tr>
 413       <tr>
 414         <th>Grouping char</th>
 415         <td>Character to be used as grouping separator</td>
 416       </tr>
 417     </table>
 418     <p class="top"><a href="#top">↑ Back to Top</a></p>
 419   </div>
 420 </body>
 421 </html>