X-Git-Url: https://git.dogcows.com/gitweb?p=chaz%2Fhomebank;a=blobdiff_plain;f=doc%2F00-whatsnew.html;h=1be16f2f21baefe02bfb2fbc29f72ca8f2ef5830;hp=4300e9e1bbbba52432d3e63c6ddaf4cc4b195e59;hb=996fa4ab9f6b836001f8ad0eecbfd3821687fea7;hpb=27f6e3b112df235c8e9afc9911b1f6bce208a001 diff --git a/doc/00-whatsnew.html b/doc/00-whatsnew.html index 4300e9e..1be16f2 100644 --- a/doc/00-whatsnew.html +++ b/doc/00-whatsnew.html @@ -1,239 +1,208 @@ - - + - - + + New features - - + - - -
-HomeBank User manual -
- - -
- - New features in v4.6 - - - New features in v4.5.5 - - - New features in v4.5 - - -
- - - -

New features in v4.6

- -
-

- Quick search for transaction

- - - - - - - -
-

In the transaction window, right to the balance you will now find - a quick search input to fast filter transaction based on text column.

- The search apply to all columns except status, date and amount columns.

-
- -

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-
- -
-

- Configure fiscal year boundaries

- - - - - - - -
-

Starting 4.6, you can define your fiscal year start/end date.

- -

Previously the fiscal year was aligned to the calendar year, starting on 1st january and ending on 31 december.

-
- -

[top]

-
- -
-

- Scheduled transaction date before or after weekend

- - - - - - - -
-

Insert a scheduled transaction can be controled to avoid insert on weekend and to - automatically change the date to before or after.

- -
- -

[top]

-
- -
-

- Ability to individually play scheduled transactions from the list

- - - - - - - -
-

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.

-

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.

-
-

[top]

-
- - - -

New features in v4.5.5

-
- -

- Ability to change language

- -

You can now select a different language than the one of your system !

- -

[top]

-
- - - - -

New features in v4.5

-
- -

- Where your money goes

- -

Top 5 Spending report !

- - - - - - - -
-

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.

-
-

[top]

-
- -
- -

- Category split for - transactions

- - - - - - - -
-

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.

-
-

[top]

-
- -
- -

- New filters for account - window

- - -

The account window now have a new filter / information - bar.

- -

- -

Here is a description from left to right:

- - -

[top]

-
- -
- -

- Scheduled append until a day of - month

- -

You can now insert transaction within a specific day in the - next month.
- 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.

- -

You can keep the previous behavior to add xx days into the - future from today's date.

-

[top]

-
- - - - +
+ HomeBank User manual +
+
+

Previously on HomeBank...

New features in v5.1 + New features in v5.0 + New features in v4.6 + New features in v4.5 + +
+

New features in v5.1

+
+

Multiple currencies

+

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.
+ Then you can add several currencies with the currencies dialog, update the exchange rate on-line, and assign different currencies to every account.

+

Take care as the currency formatting option are now in the currencies dialog. +

↑ Back to Top

+
+
+

Payee default category and payment type

+

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 payee dialog.

+

↑ Back to Top

+
+
+

New feature for automatic assignments

+

New capabilities of the automatic assignment are available:

+ +

See the assignment dialog.

+

↑ Back to Top

+
+

New features in v5.0

+
+

Cleared status to enrich the transaction status

+ + + + + +
+ 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. + +
+

↑ Back to Top

+
+
+

Stack chart for budget

+ + + + + +
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 !
+

↑ Back to Top

+
+
+

Quick search for list

+ + + + + +
For more detail on this, please click here.
+

↑ Back to Top

+
+

New features in v4.6

+
+

Quick search for transaction

+ + + + + +
+

In the transaction window, right to the balance you will now find a quick search input to fast filter transaction based on text column.

+

The search apply to all columns except status, date and amount columns.

+
+

↑ Back to Top

+
+
+

Configure fiscal year boundaries

+ + + + + +
+

Starting 4.6, you can define your fiscal year start/end date.

+

Previously the fiscal year was aligned to the calendar year, starting on 1st january and ending on 31 december.

+
+

↑ Back to Top

+
+
+

Scheduled transaction date before or after weekend

+ + + + + +
+

Insert a scheduled transaction can be controlled to avoid insert on weekend and to automatically change the date to before or after.

+
+

↑ Back to Top

+
+
+

Ability to individually play scheduled transactions from the list

+ + + + + +
+

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.

+

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.

+
+

↑ Back to Top

+
+

New features in v4.5

+
+

Ability to change language

+

You can now select a different language than the one of your system !

+

↑ Back to Top

+
+
+

Where your money goes

+

Top 5 Spending report !

+ + + + + +
+

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.

+
+

↑ Back to Top

+
+
+

Category split for transactions

+ + + + + +
+

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.

+
+

↑ Back to Top

+
+
+

New filters for account window

+

The account window now have a new filter / information bar.

+

+

Here is a description from left to right:

+ +

↑ Back to Top

+
+
+

Scheduled append until a day of month

+

You can now insert transaction within a specific day in the next month.
+ 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.

+

You can keep the previous behavior to add xx days into the future from today's date.

+

↑ Back to Top

+