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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>Main window menu</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>Main window menu</h1>The menu are the main start point of most HomeBank actions. Here is a short description of it:
15 <ul class="toc">
16 <li><a href="#menu1">File</a></li>
17 <li><a href="#menu2">Edit</a></li>
18 <li><a href="#menu3">View</a></li>
19 <li><a href="#menu4">Manage</a></li>
20 <li><a href="#menu5">Transactions</a></li>
21 <li><a href="#menu6">Reports</a></li>
22 <li><a href="#menu7">Tools</a></li>
23 <li><a href="#menu8">About</a></li>
24 </ul>
25 </div>
26 <div class="rounded content">
27 <h2><a id="menu1" name="menu1"></a>File</h2>
28 <table class="widgetinfo">
29 <tr>
30 <th>New</th>
31 <td>clear all, after a confirmation if change were made to the current wallet</td>
32 </tr>
33 <tr>
34 <th>Open...</th>
35 <td>open a wallet, after a confirmation if change were made to the current wallet</td>
36 </tr>
37 <tr>
38 <th>Save</th>
39 <td>save the current wallet</td>
40 </tr>
41 <tr>
42 <th>Save as...</th>
43 <td>save the current wallet with a new name</td>
44 </tr>
45 <tr>
46 <th>Revert</th>
47 <td>revert to the last saved version of the current file</td>
48 </tr>
49 <tr>
50 <th>Properties...</th>
51 <td>open the <a href="dlg-wall.html">properties dialog</a></td>
52 </tr>
53 <tr>
54 <th>Import...</th>
55 <td>
56 <ul>
57 <li>QIF file...</li>
58 <li>OFX/QFX file...</li>
59 <li>CSV file...</li>
60 </ul>all these will open the <a href="use-import.html">import assistant dialog</a>
61 </td>
62 </tr>
63 <tr>
64 <th>Export QIF file</th>
65 <td>export all data's to QIF format</td>
66 </tr>
67 <tr>
68 <th>Close</th>
69 <td>close the current wallet</td>
70 </tr>
71 <tr>
72 <th>Quit</th>
73 <td>exit HomeBank</td>
74 </tr>
75 <tr>
76 <th></th>
77 <td></td>
78 </tr>
79 </table>
80 </div>
81 <div class="rounded content">
82 <h2><a id="menu2" name="menu2"></a>Edit</h2>
83 <table class="widgetinfo">
84 <tr>
85 <th>Preferences...</th>
86 <td>open the <a href="dlg-pref.html">preferences dialog</a></td>
87 </tr>
88 </table>
89 </div>
90 <div class="rounded content">
91 <h2><a id="menu3" name="menu3"></a>View</h2>
92 <table class="widgetinfo">
93 <tr>
94 <th>Tool-bar</th>
95 <td>Toggle display of the tool-bar</td>
96 </tr>
97 <tr>
98 <th>Top spending</th>
99 <td>Toggle the display of the top spending</td>
100 </tr>
101 <tr>
102 <th>Scheduled list</th>
103 <td>Toggle the display of the scheduled list</td>
104 </tr>
105 <tr>
106 <th>Minor currency</th>
107 <td>Display using the euro minor currency</td>
108 </tr>
109 </table>
110 </div>
111 <div class="rounded content">
112 <h2><a id="menu4" name="menu4"></a>Manage</h2>
113 <table class="widgetinfo">
114 <tr>
115 <th>Accounts...</th>
116 <td>open the <a href="dlg-acco.html">account dialog</a></td>
117 </tr>
118 <tr>
119 <th>Payees...</th>
120 <td>open the <a href="dlg-paye.html">payee dialog</a></td>
121 </tr>
122 <tr>
123 <th>Categories...</th>
124 <td>open the <a href="dlg-cate.html">categories dialog</a></td>
125 </tr>
126 <tr>
127 <th>Scheduled/Template...</th>
128 <td>open the <a href="dlg-arch.html">scheduled/template dialog</a></td>
129 </tr>
130 <tr>
131 <th>Budget...</th>
132 <td>open the <a href="dlg-bud1.html">budget dialog</a></td>
133 </tr>
134 <tr>
135 <th>Assignments...</th>
136 <td>open the <a href="dlg-assi.html">assignment dialog</a></td>
137 </tr>
138 <tr>
139 <th>Currencies...</th>
140 <td>open the <a href="dlg-curr.html">currency dialog</a></td>
141 </tr>
142 </table>
143 </div>
144 <div class="rounded content">
145 <h2><a id="menu5" name="menu5"></a>Transactions</h2>
146 <table class="widgetinfo">
147 <tr>
148 <th>Show...</th>
149 <td>open the <a href="win-account.html">account window</a> for the selected account</td>
150 </tr>
151 <tr>
152 <th>Add...</th>
153 <td>open the <a href="dlg-tran.html">transaction dialog</a></td>
154 </tr>
155 <tr>
156 <th>Set scheduler...</th>
157 <td>open the <a href="dlg-wall.html">properties dialog</a> to setup the scheduler</td>
158 </tr>
159 <tr>
160 <th>Post scheduled</th>
161 <td>post any pending scheduled transaction according the current rules</td>
162 </tr>
163 </table>
164 </div>
165 <div class="rounded content">
166 <h2><a id="menu6" name="menu6"></a>Reports</h2>
167 <table class="widgetinfo">
168 <tr>
169 <th>Statistics...</th>
170 <td>open the <a href="win-statistics.html">statistic report</a></td>
171 </tr>
172 <tr>
173 <th>Trend time...</th>
174 <td>open the <a href="win-trendtime.html">trend time report</a></td>
175 </tr>
176 <tr>
177 <th>Balance...</th>
178 <td>open the <a href="win-balance.html">balance report</a></td>
179 </tr>
180 <tr>
181 <th>Budget...</th>
182 <td>open the <a href="win-budget.html">budget report</a></td>
183 </tr>
184 <tr>
185 <th>Vehicle cost...</th>
186 <td>open the <a href="win-vehiclecost.html">vehicle cost report</a></td>
187 </tr>
188 </table>
189 </div>
190 <div class="rounded content">
191 <h2><a id="menu7" name="menu7"></a>Tools</h2>
192 <table class="widgetinfo">
193 <tr>
194 <th>Show welcome dialog...</th>
195 <td>Open the first start using HomeBank dialog, like you were using HomeBank for the first time. This will let you choose among several action to perform, like creating a blank account</td>
196 </tr>
197 <tr>
198 <th>File statistics...</th>
199 <td>Open the file statistics dialog, showing the number of account, transaction and so on.</td>
200 </tr>
201 <tr>
202 <th>Anonymize...</th>
203 <td>After a confirmation, this will change every label to anonymize your accounts, payee, categories, memo, etc.</td>
204 </tr>
205 </table>
206 </div>
207 <div class="rounded content">
208 <h2><a id="menu8" name="menu8"></a>Help</h2>
209 <table class="widgetinfo">
210 <tr>
211 <th>Contents</th>
212 <td>Open the local help (on disk)</td>
213 </tr>
214 <tr>
215 <th>Get Help On-line...</th>
216 <td>Open a browser to the support page</td>
217 </tr>
218 <tr>
219 <th>Check for updates...</th>
220 <td>Open a browser to the download page</td>
221 </tr>
222 <tr>
223 <th>Release Notes</th>
224 <td>Open the Release notes that keeps any chnage made to each release</td>
225 </tr>
226 <tr>
227 <th>Report a problem</th>
228 <td>Open a browser to a tutorial on how to report a bug</td>
229 </tr>
230 <tr>
231 <th>Translate this Application</th>
232 <td>Translate to your language (on-line)</td>
233 </tr>
234 <tr>
235 <th>About</th>
236 <td>Open the about dialog</td>
237 </tr>
238 </table>
239 </div>
240 </body>
241 </html>
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