Dogcows Code - chaz/homebank/blob - doc/win-main.html

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  11     HomeBank User manual
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  14     <h1>Main window</h1>
  15     <p>The main window is the basis of most of the HomeBank actions. It is the first displayed window when you launch HomeBank. Closing this main window will close HomeBank, after a warning if the some unsaved changed are pending..</p>
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  18     <div class="gtkshot right"><img src="images/win-main1.png"></div>
  19     <h2>Drop files</h2>
  20     <p>You can drop one HomeBank file at a time(.XHB) to load it.<br>
  21     You can also drop one or several files to import (.OXF, .QFX, .QIF or .CSV).</p>
  22
  23     <h2><img align="bottom" border="0" height="12" id="graphics5" name="graphics5" src="images/1.png" width="12"> Menu</h2>
  24     <p>The <a href="menu-main.html">menu</a> is the main start point of most HomeBank actions.</p>
  25     <h2><img align="bottom" border="0" height="12" id="graphics6" name="graphics6" src="images/2.png" width="12"> Tool-bar</h2>
  26     <p>The tool-bar provides easy mouse shortcut for some of the menu. All tool button have a tool tip that will help you know what action will be launched when you click on the tool button.</p>
  27     <h2><img align="bottom" border="0" height="12" id="graphics7" name="graphics7" src="images/3.png" width="12"> Your accounts</h2>
  28     <p>The list show you a summary of every account in the wallet. It can be grouped by account type or account institution name. To open an account, and show its transactions, you can double-click on it, or use the tool-bar, or the menu.</p>
  29     <p>The first column indicate the change made to an account:</p>
  30     <ul>
  31       <li><img align="bottom" border="0" height="16" src="images/hb-ope-new.png" width="16"> transactions added</li>
  32       <li><img align="bottom" border="0" height="16" src="images/hb-ope-edit.png" width="16"> transactions modified</li>
  33     </ul>
  34     <p>The balance area contains the balance summary of the wallet (all accounts), see <a href="misc-balance.html">this page</a> for details. If the minor option is checked in the preferences, a minor toggle button appear here, see <a href="misc-euro.html">this page</a> for details.</p>
  35     <h2><img align="bottom" border="0" height="12" id="graphics8" name="graphics8" src="images/4.png" width="12"> Where your money goes</h2>
  36     <p>The small report show you the top 10 category spending for a predefined period. You can define the default period from the preferences and change into this main window when needed.</p>
  37     <p>The top 10 categories are showed, with amount and rate, also a total balance for the period is displayed. And of course a nice donut chart !</p>
  38     <h2><img align="bottom" border="0" height="12" id="graphics11" name="graphics11" src="images/5.png" width="12"> Scheduled transactions</h2>
  39     <p>This list displays the next occurrence of scheduled (automated) transaction and their state, especially:</p>
  40     <ul>
  41       <li>next occurrence date</li>
  42       <li>remaining days</li>
  43     </ul>
  44     <p>This remaining day count is negative if the transaction insertion is overdue.</p>
  45     <p>At the bottom of the list, there is 2 buttons to:</p>
  46     <ul>
  47       <li>skip the transaction post</li>
  48       <li>post the transaction occurrence<br>
  49       if the account is unset or the amount of the scheduled transaction is 0, the transaction dialog will pop-up for you to fill these information before posting.</li>
  50     </ul>
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