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HomeBank User manual
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-
<div class="title">
-
- <h1>Statistics report</h1>
-
- <p>The statistics report is the main analysis part of HomeBank.
- Its will allow to focus on your financial flow in the details
- instantly and dynamically by filtering on every axis and
- displaying the results for a period.</p>
-
- <p>The main view axis is on Category, Subcategory, Payee, Tag,
- Month, Year, with a possibility to focus on Expense, Income, or
- Balance; then a complete filter is also possible on transactions,
- see the <a href="dlg-filt.html">filter dialog</a> for details.</p>
-
- <p>Results are displayed in 3 ways: list-view, bars, pie.<br>
- At last, you can display every transactions detail of the
- selected view (Category, Payee, Month, Year).<br>
- A tool-tip will appear on every bar/pie after a little delay,or
- by pressing the left mouse-button.</p>
-
- <h2>Window call</h2>
-
- <ul>
- <li>from the main window-menu: Reports / Statistics</li>
-
- <li>from the main window-tool-bar.</li>
- </ul>
-
-</div>
-
+ <h1>Statistics report</h1>
+ <p>The statistics report is the main analysis part of HomeBank. Its will allow to focus on your financial flow in the details instantly and dynamically by filtering on every axis and displaying the results for a period.</p>
+ <p>The main view axis is on Category, Subcategory, Payee, Tag, Month, Year, with a possibility to focus on Expense, Income, or Balance; then a complete filter is also possible on transactions, see the <a href="dlg-filt.html">filter dialog</a> for details.</p>
+ <p>By default the internal transfer are not included into the computing of this report. To enable this you must edit the <a href="dlg-filt.html">filter dialog</a>.</p>
+ <p>Results are displayed in 3 ways: list-view, column chart, donut chart.<br>
+ At last, you can display every transactions detail of the selected view (Category, Payee, Month, Year).<br>
+ A tool-tip will appear on every column/donut chart after a little delay,or by pressing the left mouse-button.</p>
+ <h2>Window call</h2>
+ <ul>
+ <li>from the main window-menu: Reports / Statistics</li>
+ <li>from the main window-tool-bar.</li>
+ </ul>
+ </div>
<div class="rounded content">
-
- <h2>Using statistics report</h2>
-
- <p><img class="gtkshot right" src="images/05statistics1.png">
- <img class="gtkshot right" src="images/05statistics2.png"></p>
-
- <h3><img src="images/1.png" name="graphics5" align="bottom"
- width="12" height="12" border="0" id="graphics5"> Display</h3>
-
- <table class="widgetinfo">
- <tr>
- <th>For</th>
-
- <td>
- specify the item the result should be computed for:
-
- <ul>
- <li>Category</li>
-
- <li>Subcategory</li>
-
- <li>Payee</li>
-
- <li>Tag</li>
-
- <li>Month</li>
-
- <li>Year</li>
- </ul>
- </td>
- </tr>
-
- <tr>
- <th>View</th>
-
- <td>filter the result to: Expense, Income or Balance. Items
- with no results, or equal to 0 will not be displayed</td>
- </tr>
-
- <tr>
- <th>Zoom X</th>
-
- <td>select the X zoom factor in real time</td>
- </tr>
-
- <tr>
- <th>By amount</th>
-
- <td>sort the result by amount instead of the default order
- alphabetical for Category/Payee or chronological for
- Month/Year</td>
- </tr>
- </table>
-
- <h3><img src="images/2.png" name="graphics6" align="bottom"
- width="12" height="12" border="0" id="graphics6"> Date
- filter</h3>
-
- <table class="widgetinfo">
- <tr>
- <th>Range</th>
-
- <td>fast select a date with predefined range</td>
- </tr>
-
- <tr>
- <th>From / To</th>
-
- <td>specify date bound limit to restrict the results to</td>
- </tr>
- </table>
-
- <h3><img src="images/3.png" name="graphics7" align="bottom"
- width="12" height="12" border="0" id="graphics7"> Tool-bar</h3>
-
- <p>The tool-bar is the main control of the display. 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>
-
- <h3><img src="images/4.png" name="graphics8" align="bottom"
- width="12" height="12" border="0" id="graphics8"> Total</h3>
-
- <p>This is the total of columns of the list-view for: Expense,
- Income, Balance.</p>
-
- <h3><img src="images/5.png" name="graphics9" align="bottom"
- width="12" height="12" border="0" id="graphics9"> Result list /
- Bar chart / Pie chart</h3>
-
- <p>The result list display the computed amounts according to the
- current selection and filter.</p>
-
- <h3><img src="images/6.png" name="graphics10" align="bottom"
- width="12" height="12" border="0" id="graphics10"> Transaction
- detail list</h3>
-
- <p>The transaction detail list will show every transaction of the
- selected item in the above result list.<br>
- By default it is not visible. Use the tool-bar 'Toggle detail'
- button for changing this.<br>
- You can also default keep it visible in the <a href=
- "dlg-pref.html#tab6">Preference dialog</a></p>
-
+ <h2>Using statistics report</h2>
+ <p><img class="gtkshot right" src="images/win-statistics1.png"> <img class="gtkshot right" src="images/win-statistics2.png"></p>
+ <h3><img align="bottom" border="0" height="12" id="graphics5" name="graphics5" src="images/1.png" width="12"> Display</h3>
+ <table class="widgetinfo">
+ <tr>
+ <th>View</th>
+ <td>
+ filter the result to:
+ <ul>
+ <li>Expense</li>
+ <li>Income</li>
+ <li>Balance</li>
+ </ul>Items with no results, or equal to 0 will not be displayed
+ </td>
+ </tr>
+ <tr>
+ <th>By</th>
+ <td>
+ specify the item the result should be computed for:
+ <ul>
+ <li>Category</li>
+ <li>Subcategory</li>
+ <li>Payee</li>
+ <li>Tag</li>
+ <li>Month</li>
+ <li>Year</li>
+ </ul>
+ </td>
+ </tr>
+ <tr>
+ <th>By amount</th>
+ <td>sort the result by amount instead of the default order alphabetical for Category/Payee or chronological for Month/Year</td>
+ </tr>
+ <tr>
+ <th>Zoom X</th>
+ <td>select the X zoom factor in real time</td>
+ </tr>
+ </table>
+ <h3><img align="bottom" border="0" height="12" id="graphics6" name="graphics6" src="images/2.png" width="12"> Date filter</h3>
+ <table class="widgetinfo">
+ <tr>
+ <th>Range</th>
+ <td>fast select a date with predefined range</td>
+ </tr>
+ <tr>
+ <th>From / To</th>
+ <td>specify date bound limit to restrict the results to</td>
+ </tr>
+ </table>
+ <h3><img align="bottom" border="0" height="12" id="graphics7" name="graphics7" src="images/3.png" width="12"> Tool-bar</h3>
+ <p>The tool-bar is the main control of the display. 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>
+ <h3><img align="bottom" border="0" height="12" id="graphics8" name="graphics8" src="images/4.png" width="12"> Total</h3>
+ <p>This is the total of columns of the list-view for: Expense, Income, Balance.</p>
+ <h3><img align="bottom" border="0" height="12" id="graphics9" name="graphics9" src="images/5.png" width="12"> Result list / Column chart / Donut chart</h3>
+ <p>The result list display the computed amounts according to the current selection and filter.</p>
+ <h3><img align="bottom" border="0" height="12" id="graphics10" name="graphics10" src="images/6.png" width="12"> Transaction detail list</h3>
+ <p>The transaction detail list will show every transaction of the selected item in the above result list.<br>
+ By default it is not visible. Use the tool-bar 'Toggle detail' button for changing this.<br>
+ You can also default keep it visible in the <a href="dlg-pref.html#tab6">Preference dialog</a></p>
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projects / chaz / homebank / blobdiff