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-
-<div class="dochead">
-HomeBank User manual
-</div>
-
-
-<div class="title">
-
- <b>New features in v4.6</b>
- <ul class="toc">
- <li><a href="#46search">Quick search for transaction</a></li>
- <li><a href="#46fiscyear">Configure fiscal year boundaries</a></li>
- <li><a href="#46schedwe">Scheduled transaction date before or after weekend</a></li>
- <li><a href="#46schedplay">Ability to individually play scheduled transactions from the list</a></li>
- </ul>
-
- <b>New features in v4.5.5</b>
- <ul class="toc">
- <li><a href="#language">Ability to change language</a></li>
- </ul>
-
- <b>New features in v4.5</b>
- <ul class="toc">
- <li><a href="#mainreport">Where your money goes</a></li>
- <li><a href="#txnsplit">Category split for transactions</a></li>
- <li><a href="#accflt">New filters for account window</a></li>
- <li><a href="#schedul">Scheduled append until a day of month</a></li>
- </ul>
-
-</div>
-
-<!-- = = = = separator = = = = -->
-
-<h1>New features in v4.6</h1>
-
-<div class="rounded content">
- <h2><a name="46search" id="46search"></a>
- <!-- = = = = separator = = = = -->Quick search for transaction</h2>
-
- <table class="t2col">
- <tr>
- <td>
- <p>In the transaction window, right to the balance you will now find
- a quick search input to fast filter transaction based on text column.<p>
- The search apply to all columns except status, date and amount columns.</p>
- </td>
-
- <td><img src="images/46search.png" class="gtkshot"></td>
- </tr>
- </table>
-
- <p class="top"><a href="#top">[top]</a></p>
-</div>
-
-<div class="rounded content">
- <h2><a name="46fiscyear" id="46fiscyear"></a>
- <!-- = = = = separator = = = = -->Configure fiscal year boundaries</h2>
-
- <table class="t2col">
- <tr>
- <td>
- <p>Starting 4.6, you can define your fiscal year start/end date.</p>
-
- <p>Previously the fiscal year was aligned to the calendar year, starting on 1st january and ending on 31 december.</p>
- </td>
-
- <td><img src="images/46fiscyear.png" class="gtkshot"></td>
- </tr>
- </table>
-
- <p class="top"><a href="#top">[top]</a></p>
-</div>
-
-<div class="rounded content">
- <h2><a name="46schedwe" id="46schedwe"></a>
- <!-- = = = = separator = = = = -->Scheduled transaction date before or after weekend</h2>
-
- <table class="t2col">
- <tr>
- <td>
- <p>Insert a scheduled transaction can be controled to avoid insert on weekend and to
- automatically change the date to before or after.</p>
-
- </td>
-
- <td><img src="images/46schedwe.png" class="gtkshot"></td>
- </tr>
- </table>
-
- <p class="top"><a href="#top">[top]</a></p>
-</div>
-
-<div class="rounded content">
- <h2><a name="46schedplay" id="46schedplay"></a>
- <!-- = = = = separator = = = = -->Ability to individually play scheduled transactions from the list</h2>
-
- <table class="t2col">
- <tr>
- <td>
- <p>You now have 2 buttons below the scheduled list on the main window, one to Skip, one to Post, and this for
- every scheduled you want to manage manually.</p>
- <p>If the scheduled transaction can be posted as it, it will be, otherwise if the amount or target account
- is not prefilled, you will be prompted with the trasaction dialog to make any changes before posting the
- transaction.</p>
- </td>
-
- <td><img src="images/46schedplay.png" class="gtkshot"></td>
- </tr>
- </table>
- <p class="top"><a href="#top">[top]</a></p>
-</div>
-
-<!-- = = = = separator = = = = -->
-
-<h1>New features in v4.5.5</h1>
-<div class="rounded content">
-
- <h2><a name="language" id="language"></a>
- <!-- = = = = separator = = = = -->Ability to change language</h2>
-
- <p>You can now select a different language than the one of your system !</p>
-
- <p class="top"><a href="#top">[top]</a></p>
-</div>
-
-<!-- = = = = separator = = = = -->
-
-
-<h1>New features in v4.5</h1>
-<div class="rounded content">
-
- <h2><a name="mainreport" id="mainreport"></a>
- <!-- = = = = separator = = = = -->Where your money goes</h2>
-
- <p class="argument">Top 5 Spending report !</p>
-
- <table class="t2col">
- <tr>
- <td>
- <p>Top 5 spending category new report can be optionally
- displayed into the main window. The date range can be
- configured within the preferences, and changed main-window
- too.</p>
- </td>
-
- <td><img src="images/45topsending.png" class="gtkshot"></td>
- </tr>
- </table>
- <p class="top"><a href="#top">[top]</a></p>
-</div>
-
- <div class="rounded content">
-
- <h2><a name="txnsplit" id="txnsplit"></a>
- <!-- = = = = separator = = = = -->Category split for
- transactions</h2>
-
- <table class="t2col">
- <tr>
- <td>
- <p>This is a long time wish which is now possible into
- HomeBank. You can split non internal transfer up to 10
- categories. A new button was added on the right of the
- amount widget into the transaction dialog.</p>
- </td>
-
- <td><img src="images/45txnsplit.png" class="gtkshot"></td>
- </tr>
- </table>
- <p class="top"><a href="#top">[top]</a></p>
-</div>
-
- <div class="rounded content">
-
- <h2><a name="accflt" id="accflt"></a>
- <!-- = = = = separator = = = = -->New filters for account
- window</h2>
-
-
- <p>The account window now have a new filter / information
- bar.</p>
-
- <p><img src="images/45accfilter.png" class="gtkshot"></p>
-
- <p>Here is a description from left to right:</p>
-
- <ul>
- <li>Account title</li>
-
- <li>Date range filter</li>
-
- <li><strong>Type filter</strong>: expense, income</li>
-
- <li><strong>Status filter</strong>: uncategorized,
- unreconciled</li>
-
- <li>Reset filter button</li>
-
- <li>Number of items displayed with total amount</li>
-
- <li>Number of transaction selected and the amount sum</li>
- </ul>
- <p class="top"><a href="#top">[top]</a></p>
-</div>
-
- <div class="rounded content">
-
- <h2><a name="schedul" id="schedul"></a>
- <!-- = = = = separator = = = = -->Scheduled append until a day of
- month</h2>
-
- <p>You can now insert transaction within a specific day in the
- next month.<br>
- So for example, you can add until the 28th of each month, the
- selected date excluded, which mean transaction that should occurs
- on 28 will not be inserted.</p>
-
- <p>You can keep the previous behavior to add xx days into the
- future from today's date.</p>
- <p class="top"><a href="#top">[top]</a></p>
-</div>
-
-
-
-
+ <div class="dochead">
+ HomeBank User manual
+ </div>
+ <div class="title">
+ <h1>Previously on HomeBank...</h1><b>New features in v5.1</b>
+ <ul class="toc">
+ <li><a href="#51multicurr">Multiple currencies</a></li>
+ <li><a href="#51paydef">Payee default category and payment type</a></li>
+ <li><a href="#51autoassign">New feature for automatic assignments</a></li>
+ </ul><b>New features in v5.0</b>
+ <ul class="toc">
+ <li><a href="#50txnstatus">Cleared status to enrich transaction status</a></li>
+ <li><a href="#50stackbudget">Stack chart for budget</a></li>
+ <li><a href="#50search">Quick search for list</a></li>
+ </ul><b>New features in v4.6</b>
+ <ul class="toc">
+ <li><a href="#46search">Quick search for transaction</a></li>
+ <li><a href="#46fiscyear">Configure fiscal year boundaries</a></li>
+ <li><a href="#46schedwe">Scheduled transaction date before or after weekend</a></li>
+ <li><a href="#46schedplay">Ability to individually play scheduled transactions from the list</a></li>
+ </ul><b>New features in v4.5</b>
+ <ul class="toc">
+ <li><a href="#language">Ability to change language</a></li>
+ <li><a href="#mainreport">Where your money goes</a></li>
+ <li><a href="#txnsplit">Category split for transactions</a></li>
+ <li><a href="#accflt">New filters for account window</a></li>
+ <li><a href="#schedul">Scheduled append until a day of month</a></li>
+ </ul>
+ </div><!-- = = = = separator = = = = -->
+ <h2>New features in v5.1</h2>
+ <div class="rounded content">
+ <h3><a id="51multicurr" name="51multicurr"></a> <!-- = = = = separator = = = = -->Multiple currencies</h3>
+ <p>You can now manage accounts in different currencies. When opening a file from a previous version of HomeBank, you will be prompted to choose a base currency.<br>
+ Then you can add several currencies with the <a href="dlg-curr.html">currencies dialog</a>, update the exchange rate on-line, and assign different currencies to every account.</p>
+ <p>Take care as the currency formatting option are now in the <a href="dlg-curr.html">currencies dialog</a>.
+ <p class="top"><a href="#top">↑ Back to Top</a></p>
+ </div>
+ <div class="rounded content">
+ <h3><a id="51paydef" name="51paydef"></a> <!-- = = = = separator = = = = -->Payee default category and payment type</h3>
+ <p>Payee now enables to set some default value for category and payment. So when you add a new transaction, choosing a payee will automatically fill the category and payment. When you edit a transaction, choosing a payee will complete one or both those two fields if they are empty. See the <a href="dlg-paye.html">payee dialog</a>.</p>
+ <p class="top"><a href="#top">↑ Back to Top</a></p>
+ </div>
+ <div class="rounded content">
+ <h3><a id="51autoassign" name="51autoassign"></a> <!-- = = = = separator = = = = -->New feature for automatic assignments</h3>
+ <p>New capabilities of the automatic assignment are available:</p>
+ <ul>
+ <li>assign payment</li>
+ <li>overwrite is now possible</li>
+ <li>regular expression can be used</li>
+ </ul>
+ <p>See the <a href="dlg-assi.html">assignment dialog</a>.</p>
+ <p class="top"><a href="#top">↑ Back to Top</a></p>
+ </div><!-- = = = = separator = = = = -->
+ <h2>New features in v5.0</h2>
+ <div class="rounded content">
+ <h3><a id="50txnstatus" name="50txnstatus"></a> <!-- = = = = separator = = = = -->Cleared status to enrich the transaction status</h3>
+ <table class="t2col">
+ <tr>
+ <td>
+ A cleared status for transaction was added, to enrich the existing status. You now also have a Status column into the transaction list to display a new set of status for transactions.
+ <ul>
+ <li><img src="images/hb-ope-cleared.png"> : <a href="00-lexicon.html#txncleared">cleared</a></li>
+ <li><img src="images/hb-ope-reconciled.png"> : <a href="00-lexicon.html#txnreconciled">reconciled</a></li>
+ <li><img src="images/hb-ope-remind.png"> : <a href="00-lexicon.html#txnremind">remind</a></li>
+ </ul>
+ </td>
+ <td><img class="gtkshot" src="images/50txnstatus.png"></td>
+ </tr>
+ </table>
+ <p class="top"><a href="#top">↑ Back to Top</a></p>
+ </div>
+ <div class="rounded content">
+ <h3><a id="50stackbudget" name="50stackbudget"></a> <!-- = = = = separator = = = = -->Stack chart for budget</h3>
+ <table class="t2col">
+ <tr>
+ <td>I finally found some time to code a new graph report dedicated to budget, please welcom the stack chart that clarify so much the budget report !</td>
+ <td><img class="gtkshot" src="images/50stackbudget.png"></td>
+ </tr>
+ </table>
+ <p class="top"><a href="#top">↑ Back to Top</a></p>
+ </div>
+ <div class="rounded content">
+ <h3><a id="50search" name="50search"></a> <!-- = = = = separator = = = = -->Quick search for list</h3>
+ <table class="t2col">
+ <tr>
+ <td>For more detail on this, please <a href="use-tipsandtricks.html#listsearch">click here</a>.</td>
+ <td><img class="gtkshot" src="images/tip-listsearch.png"></td>
+ </tr>
+ </table>
+ <p class="top"><a href="#top">↑ Back to Top</a></p>
+ </div><!-- = = = = separator = = = = -->
+ <h2>New features in v4.6</h2>
+ <div class="rounded content">
+ <h3><a id="46search" name="46search"></a> <!-- = = = = separator = = = = -->Quick search for transaction</h3>
+ <table class="t2col">
+ <tr>
+ <td>
+ <p>In the transaction window, right to the balance you will now find a quick search input to fast filter transaction based on text column.</p>
+ <p>The search apply to all columns except status, date and amount columns.</p>
+ </td>
+ <td><img class="gtkshot" src="images/46search.png"></td>
+ </tr>
+ </table>
+ <p class="top"><a href="#top">↑ Back to Top</a></p>
+ </div>
+ <div class="rounded content">
+ <h3><a id="46fiscyear" name="46fiscyear"></a> <!-- = = = = separator = = = = -->Configure fiscal year boundaries</h3>
+ <table class="t2col">
+ <tr>
+ <td>
+ <p>Starting 4.6, you can define your fiscal year start/end date.</p>
+ <p>Previously the fiscal year was aligned to the calendar year, starting on 1st january and ending on 31 december.</p>
+ </td>
+ <td><img class="gtkshot" src="images/46fiscyear.png"></td>
+ </tr>
+ </table>
+ <p class="top"><a href="#top">↑ Back to Top</a></p>
+ </div>
+ <div class="rounded content">
+ <h3><a id="46schedwe" name="46schedwe"></a> <!-- = = = = separator = = = = -->Scheduled transaction date before or after weekend</h3>
+ <table class="t2col">
+ <tr>
+ <td>
+ <p>Insert a scheduled transaction can be controlled to avoid insert on weekend and to automatically change the date to before or after.</p>
+ </td>
+ <td><img class="gtkshot" src="images/46schedwe.png"></td>
+ </tr>
+ </table>
+ <p class="top"><a href="#top">↑ Back to Top</a></p>
+ </div>
+ <div class="rounded content">
+ <h3><a id="46schedplay" name="46schedplay"></a> <!-- = = = = separator = = = = -->Ability to individually play scheduled transactions from the list</h3>
+ <table class="t2col">
+ <tr>
+ <td>
+ <p>You now have 2 buttons below the scheduled list on the main window, one to Skip, one to Post, and this for every scheduled you want to manage manually.</p>
+ <p>If the scheduled transaction can be posted as it, it will be, otherwise if the amount or target account is not pre-filled, you will be prompted with the transaction dialog to make any changes before posting the transaction.</p>
+ </td>
+ <td><img class="gtkshot" src="images/use-scheduled2.png"></td>
+ </tr>
+ </table>
+ <p class="top"><a href="#top">↑ Back to Top</a></p>
+ </div><!-- = = = = separator = = = = -->
+ <h2>New features in v4.5</h2>
+ <div class="rounded content">
+ <h3><a id="language" name="language"></a> <!-- = = = = separator = = = = -->Ability to change language</h3>
+ <p>You can now select a different language than the one of your system !</p>
+ <p class="top"><a href="#top">↑ Back to Top</a></p>
+ </div>
+ <div class="rounded content">
+ <h3><a id="mainreport" name="mainreport"></a> <!-- = = = = separator = = = = -->Where your money goes</h3>
+ <p class="argument">Top 5 Spending report !</p>
+ <table class="t2col">
+ <tr>
+ <td>
+ <p>Top 5 spending category new report can be optionally displayed into the main window. The date range can be configured within the preferences, and changed main-window too.</p>
+ </td>
+ <td><img class="gtkshot" src="images/45topsending.png"></td>
+ </tr>
+ </table>
+ <p class="top"><a href="#top">↑ Back to Top</a></p>
+ </div>
+ <div class="rounded content">
+ <h3><a id="txnsplit" name="txnsplit"></a> <!-- = = = = separator = = = = -->Category split for transactions</h3>
+ <table class="t2col">
+ <tr>
+ <td>
+ <p>This is a long time wish which is now possible into HomeBank. You can split non internal transfer up to 10 categories. A new button was added on the right of the amount widget into the transaction dialog.</p>
+ </td>
+ <td><img class="gtkshot" src="images/45txnsplit.png"></td>
+ </tr>
+ </table>
+ <p class="top"><a href="#top">↑ Back to Top</a></p>
+ </div>
+ <div class="rounded content">
+ <h3><a id="accflt" name="accflt"></a> <!-- = = = = separator = = = = -->New filters for account window</h3>
+ <p>The account window now have a new filter / information bar.</p>
+ <p><img class="gtkshot" src="images/45accfilter.png"></p>
+ <p>Here is a description from left to right:</p>
+ <ul>
+ <li>Account title</li>
+ <li>Date range filter</li>
+ <li><strong>Type filter</strong>: expense, income</li>
+ <li><strong>Status filter</strong>: uncategorized, unreconciled</li>
+ <li>Reset filter button</li>
+ <li>Number of items displayed with total amount</li>
+ <li>Number of transaction selected and the amount sum</li>
+ </ul>
+ <p class="top"><a href="#top">↑ Back to Top</a></p>
+ </div>
+ <div class="rounded content">
+ <h2><a id="schedul" name="schedul"></a> <!-- = = = = separator = = = = -->Scheduled append until a day of month</h2>
+ <p>You can now insert transaction within a specific day in the next month.<br>
+ So for example, you can add until the 28th of each month, the selected date excluded, which mean transaction that should occurs on 28 will not be inserted.</p>
+ <p>You can keep the previous behavior to add xx days into the future from today's date.</p>
+ <p class="top"><a href="#top">↑ Back to Top</a></p>
+ </div>
</body>
</html>
projects / chaz / homebank / blobdiff