HomeBank User manual

Preferences dialog

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.

General

Program start

Show splash screen display a splash screen when HomeBank start
Load last opened file load the last opened file when HomeBank start
Append scheduled transactions append scheduled transaction to accounts when HomeBank start

Main window reports

Date range default range initial value for the main window reports

Files folder

Default default folder to load/save HomeBank files

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Interface

General

Tool-bar tool-bar style to be used

Treeview

Show rules hint specify if the alternate lines colors should be used for tree-view/list-view

Amount colors

Uses custom colors specify if amounts should be displayed with colors below
Preset contains some Tango color preset to fast set the amount colors
Expense color used for expense
Income color used for incomes
Warning color used for amount in warning (overdrawn)

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Transactions

Transaction window

Date range Set the default range to be used for account window
Hide reconciled transaction set the filter for account window not to default show reconciled transactions

Multiple add

Keep the last date Set the date to be kept when you add several transaction successively

Column list

Here you can show/hide columns to be displayed in transaction list.

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Display format

Date options

Date format display format used for date
  A date sample is displayed

Numbers options

Prefix symbol Symbol that prefix the amount
Suffix symbol Symbol that suffix the amount
Decimal char Character to be used as decimal separator
Grouping char Character to be used as grouping separator
Frac digits Number of digits after decimal separator
  An amount sample is displayed

Measurement units

Use Imperial units Display vehicle cost result with imperial units (no conversion, just label).

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Import/Export

Date options

Date order set the default date order for file import
  • d-m-y
  • m-d-y
  • y-m-d

OFX/QFX options

Memo field define what to do for memo field during import:
ignore, add to memo, add to info.

Files folder

Import default folder to load files to import
Export default folder to save files to export

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Report

Initial filter

Date range Set the default range to be used for account window

Chart options

Color scheme Set the default color scheme to be applied for charts
  • MS Money
  • Quicken
  • Google Analytics
  • Excel 2010

Statistics options

Show by amount set the by amount toggle on the statistics window to default be checked
Show rate column set the rate column to be displayed by default
Show details set the detail toggle on the statistics window to default be checked

Budget options

Show details set the detail toggle on the budget window to default be checked

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Euro minor

General

Enable enable euro minor currency support in HomeBank.
see minor currency for more details.
Fill from preselect of parameters for this tab
Country remind of the filled country from
Value change rate, value of 1 euro in your old country currency

Numbers format

Prefix symbol Symbol that prefix the amount
Suffix symbol Symbol that suffix the amount
Decimal char Character to be used as decimal separator
Grouping char Character to be used as grouping separator
Frac digits Number of digits after decimal separator

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