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1 <!DOCTYPE html PUBLIC "-//W3C//DTD HTML 4.01//EN">
2
3 <html>
4 <head>
5 <meta http-equiv="content-type" content="text/html; charset=utf-8">
6
7 <title>Preferences dialog</title>
8 <link rel="stylesheet" href="help.css" type="text/css">
9 </head>
10
11 <body id="top">
12 <div class="dochead">
13 HomeBank User manual
14 </div>
15
16 <div class="title">
17
18 <h1>Preferences dialog</h1>
19
20 <p>The preferences dialog can be accessed from the main window
21 menu, as Edit-Preferences. It lets you customize many aspects
22 of the way HomeBank works. The following sections detail the
23 settings that you can customize, and what they affect.</p>
24
25 <ul class="toc">
26 <li><a href="#tab1">General</a>
27 <li><a href="#tab2">Interface</a>
28 <li><a href="#tab3">Transactions</a>
29 <li><a href="#tab4">Display format</a>
30 <li><a href="#tab5">Import/Export</a>
31 <li><a href="#tab6">Report</a>
32 <li><a href="#tab7">Euro minor</a>
33 </ul><!-- separator -->
34
35 </div>
36
37 <div class="rounded content">
38
39 <h2><a name="tab1" id="tab1"></a>General</h2>
40
41 <p><img class="gtkshot right" src="images/dlg-prefs1.png"></p>
42
43 <h3>Program start</h3>
44
45 <table class="widgetinfo">
46 <tr>
47 <th>Show splash screen</th>
48
49 <td>display a splash screen when HomeBank start</td>
50 </tr>
51
52 <tr>
53 <th>Load last opened file</th>
54
55 <td>load the last opened file when HomeBank start</td>
56 </tr>
57
58 <tr>
59 <th>Append scheduled transactions</th>
60
61 <td>append scheduled transaction to accounts when HomeBank
62 start</td>
63 </tr>
64 </table>
65
66 <h3>Main window reports</h3>
67
68 <table class="widgetinfo">
69 <tr>
70 <th>Date range</th>
71
72 <td>default range initial value for the main window
73 reports</td>
74 </tr>
75 </table>
76
77 <h3>Files folder</h3>
78
79 <table class="widgetinfo">
80 <tr>
81 <th>Default</th>
82
83 <td>default folder to load/save HomeBank files</td>
84 </tr>
85 </table><!-- separator -->
86 <div class="clear"></div>
87 <p class="top"><a href="#top">[top]</a></p>
88 </div>
89
90 <div class="rounded content">
91
92 <h2><a name="tab2" id="tab2"></a>Interface</h2>
93
94 <p><img class="gtkshot right" src="images/dlg-prefs2.png"></p>
95
96 <h3>General</h3>
97
98 <table class="widgetinfo">
99 <tr>
100 <th>Tool-bar</th>
101
102 <td>tool-bar style to be used</td>
103 </tr>
104 </table>
105
106 <h3>Treeview</h3>
107
108 <table class="widgetinfo">
109 <tr>
110 <th>Show rules hint</th>
111
112 <td>specify if the alternate lines colors should be used for
113 tree-view/list-view</td>
114 </tr>
115 </table>
116
117 <h3>Amount colors</h3>
118
119 <table class="widgetinfo">
120 <tr>
121 <th>Uses custom colors</th>
122
123 <td>specify if amounts should be displayed with colors
124 below</td>
125 </tr>
126
127 <tr>
128 <th>Preset</th>
129
130 <td>contains some Tango color preset to fast set the amount
131 colors</td>
132 </tr>
133
134 <tr>
135 <th>Expense</th>
136
137 <td>color used for expense</td>
138 </tr>
139
140 <tr>
141 <th>Income</th>
142
143 <td>color used for incomes</td>
144 </tr>
145
146 <tr>
147 <th>Warning</th>
148
149 <td>color used for amount in warning (overdrawn)</td>
150 </tr>
151 </table><!-- separator -->
152
153 <div class="clear"></div>
154 <p class="top"><a href="#top">[top]</a></p>
155 </div>
156
157 <div class="rounded content">
158
159 <h2><a name="tab3" id="tab3"></a>Transactions</h2>
160
161 <p><img class="gtkshot right" src="images/dlg-prefs3.png"></p>
162
163 <h3>Transaction window</h3>
164
165 <table class="widgetinfo">
166 <tr>
167 <th>Date range</th>
168
169 <td>Set the default range to be used for account window</td>
170 </tr>
171
172 <tr>
173 <th>Hide reconciled transaction</th>
174
175 <td>set the filter for account window not to default show
176 reconciled transactions</td>
177 </tr>
178 </table>
179
180 <h3>Multiple add</h3>
181
182 <table class="widgetinfo">
183 <tr>
184 <th>Keep the last date</th>
185
186 <td>Set the date to be kept when you add several transaction
187 successively</td>
188 </tr>
189 </table>
190
191 <h3>Column list</h3>
192
193 <p>Here you can show/hide columns to be displayed in transaction
194 list.</p><!-- separator -->
195
196 <div class="clear"></div>
197 <p class="top"><a href="#top">[top]</a></p>
198 </div>
199
200 <div class="rounded content">
201
202 <h2><a name="tab4" id="tab4"></a>Display format</h2>
203
204 <p><img class="gtkshot right" src="images/dlg-prefs4.png"></p>
205
206 <h3>Date options</h3>
207
208 <table class="widgetinfo">
209 <tr>
210 <th>Date format</th>
211
212 <td>display format used for date</td>
213 </tr>
214
215 <tr>
216 <th>&nbsp;</th>
217
218 <td>A date sample is displayed</td>
219 </tr>
220 </table>
221
222 <h3>Numbers options</h3>
223
224 <table class="widgetinfo">
225 <tr>
226 <th>Prefix symbol</th>
227
228 <td>Symbol that prefix the amount</td>
229 </tr>
230
231 <tr>
232 <th>Suffix symbol</th>
233
234 <td>Symbol that suffix the amount</td>
235 </tr>
236
237 <tr>
238 <th>Decimal char</th>
239
240 <td>Character to be used as decimal separator</td>
241 </tr>
242
243 <tr>
244 <th>Grouping char</th>
245
246 <td>Character to be used as grouping separator</td>
247 </tr>
248
249 <tr>
250 <th>Frac digits</th>
251
252 <td>Number of digits after decimal separator</td>
253 </tr>
254
255 <tr>
256 <th>&nbsp;</th>
257
258 <td>An amount sample is displayed</td>
259 </tr>
260 </table>
261
262 <h3>Measurement units</h3>
263
264 <table class="widgetinfo">
265 <tr>
266 <th>Use Imperial units</th>
267
268 <td>Display vehicle cost result with imperial units (no
269 conversion, just label).</td>
270 </tr>
271 </table><!-- separator -->
272
273 <div class="clear"></div>
274 <p class="top"><a href="#top">[top]</a></p>
275 </div>
276
277 <div class="rounded content">
278
279 <h2><a name="tab5" id="tab5"></a>Import/Export</h2>
280
281 <p><img class="gtkshot right" src="images/dlg-prefs5.png"></p>
282
283 <h3>Date options</h3>
284
285 <table class="widgetinfo">
286 <tr>
287 <th>Date order</th>
288
289 <td>
290 set the default date order for file import
291
292 <ul>
293 <li>d-m-y</li>
294
295 <li>m-d-y</li>
296
297 <li>y-m-d</li>
298 </ul>
299 </td>
300 </tr>
301 </table>
302
303 <h3>OFX/QFX options</h3>
304
305 <table class="widgetinfo">
306 <tr>
307 <th>Memo field</th>
308
309 <td>define what to do for memo field during import:<br>
310 ignore, add to memo, add to info.</td>
311 </tr>
312 </table>
313
314 <h3>Files folder</h3>
315
316 <table class="widgetinfo">
317 <tr>
318 <th>Import</th>
319
320 <td>default folder to load files to import</td>
321 </tr>
322
323 <tr>
324 <th>Export</th>
325
326 <td>default folder to save files to export</td>
327 </tr>
328 </table><!-- separator -->
329
330 <div class="clear"></div>
331 <p class="top"><a href="#top">[top]</a></p>
332 </div>
333
334 <div class="rounded content">
335
336 <h2><a name="tab6" id="tab6"></a>Report</h2>
337
338 <p><img class="gtkshot right" src="images/dlg-prefs6.png"></p>
339
340 <h3>Initial filter</h3>
341
342 <table class="widgetinfo">
343 <tr>
344 <th>Date range</th>
345
346 <td>Set the default range to be used for account window</td>
347 </tr>
348 </table>
349
350 <h3>Chart options</h3>
351
352 <table class="widgetinfo">
353 <tr>
354 <th>Color scheme</th>
355
356 <td>
357 Set the default color scheme to be applied for charts
358
359 <ul>
360 <li>MS Money</li>
361
362 <li>Quicken</li>
363
364 <li>Google Analytics</li>
365
366 <li>Excel 2010</li>
367 </ul>
368 </td>
369 </tr>
370 </table>
371
372 <h3>Statistics options</h3>
373
374 <table class="widgetinfo">
375 <tr>
376 <th>Show by amount</th>
377
378 <td>set the by amount toggle on the statistics window to
379 default be checked</td>
380 </tr>
381
382 <tr>
383 <th>Show rate column</th>
384
385 <td>set the rate column to be displayed by default</td>
386 </tr>
387
388 <tr>
389 <th>Show details</th>
390
391 <td>set the detail toggle on the statistics window to default
392 be checked</td>
393 </tr>
394 </table>
395
396 <h3>Budget options</h3>
397
398 <table class="widgetinfo">
399 <tr>
400 <th>Show details</th>
401
402 <td>set the detail toggle on the budget window to default be
403 checked</td>
404 </tr>
405 </table><!-- separator -->
406
407 <div class="clear"></div>
408 <p class="top"><a href="#top">[top]</a></p>
409 </div>
410
411 <div class="rounded content">
412
413 <h2><a name="tab7" id="tab7"></a>Euro minor</h2>
414
415 <p><img class="gtkshot right" src="images/dlg-prefs7.png"></p>
416
417 <h3>General</h3>
418
419 <table class="widgetinfo">
420 <tr>
421 <th>Enable</th>
422
423 <td>enable euro minor currency support in HomeBank.<br>
424 see <a href="misc-minor.html">minor currency</a> for more
425 details.</td>
426 </tr>
427
428 <tr>
429 <th>Fill from</th>
430
431 <td>preselect of parameters for this tab</td>
432 </tr>
433
434 <tr>
435 <th>Country</th>
436
437 <td>remind of the filled country from</td>
438 </tr>
439
440 <tr>
441 <th>Value</th>
442
443 <td>change rate, value of 1 euro in your old country
444 currency</td>
445 </tr>
446 </table>
447
448 <h3>Numbers format</h3>
449
450 <table class="widgetinfo">
451 <tr>
452 <th>Prefix symbol</th>
453
454 <td>Symbol that prefix the amount</td>
455 </tr>
456
457 <tr>
458 <th>Suffix symbol</th>
459
460 <td>Symbol that suffix the amount</td>
461 </tr>
462
463 <tr>
464 <th>Decimal char</th>
465
466 <td>Character to be used as decimal separator</td>
467 </tr>
468
469 <tr>
470 <th>Grouping char</th>
471
472 <td>Character to be used as grouping separator</td>
473 </tr>
474
475 <tr>
476 <th>Frac digits</th>
477
478 <td>Number of digits after decimal separator</td>
479 </tr>
480 </table>
481 <p class="top"><a href="#top">[top]</a></p>
482 </div>
483 </body>
484 </html>
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