Menu
The menu is the main start point of most HomeBank actions.
Tool-bar
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.
Your accounts
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.
The first column indicate the change made to an account:
transactions added
transactions modified
The balance area contains the balance summary of the wallet (all accounts), see this page for details. If the minor option is checked in the preferences, a minor toggle button appear here, see this page for details.
Where your money goes
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.
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 !
Scheduled transactions (next occurrence)
This list displays the next occurrence of scheduled (automated) transaction and their state, especially:
- next occurrence date
- remaining days
This remaining day count is negative if the transaction insertion is overdue.
At the bottom of the list, there is 2 buttons to:
- skip the transaction post
- post the transaction occurrence
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.