X-Git-Url: https://git.dogcows.com/gitweb?p=chaz%2Fhomebank;a=blobdiff_plain;f=doc%2Fdlg-pref.html;fp=doc%2Fdlg-pref.html;h=44933b1a38350521d27a159d26eb50497e80fd06;hp=ed57a8d72b9ce7c623810b8ef35cbdc23d608b79;hb=59c5e08a64798d4303ae7eb3a2713bc93d98fa7b;hpb=8988b3bef0760b4cab8144715cc3d8f55688861c diff --git a/doc/dlg-pref.html b/doc/dlg-pref.html index ed57a8d..44933b1 100644 --- a/doc/dlg-pref.html +++ b/doc/dlg-pref.html @@ -1,484 +1,336 @@ - - + - - + + Preferences dialog - + -
HomeBank User manual
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Preferences dialog

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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.

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Preferences dialog

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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.

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General

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Program start

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Show splash screendisplay a splash screen when HomeBank start
Load last opened fileload the last opened file when HomeBank start
Append scheduled transactionsappend scheduled transaction to accounts when HomeBank - start
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Main window reports

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Date rangedefault range initial value for the main window - reports
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Files folder

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Defaultdefault folder to load/save HomeBank files
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General

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Program start

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Show splash screendisplay a splash screen when HomeBank start
Load last opened fileload the last opened file when HomeBank start
Post pending scheduled transactionsappend scheduled transaction to accounts when HomeBank start
Update currencies on-linetrigger a on-line update for currencies exchange rate start
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Fiscal year

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Start ondefine on which day and month the fiscal year start
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Main window reports

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Date rangedefault range initial value for the main window reports
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Files folder

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Defaultdefault folder to load/save HomeBank files
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Interface

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General

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Tool-bartool-bar style to be used
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Treeview

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

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Uses custom colorsspecify if amounts should be displayed with colors - below
Presetcontains some Tango color preset to fast set the amount - colors
Expensecolor used for expense
Incomecolor used for incomes
Warningcolor used for amount in warning (overdrawn)
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Interface

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General

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Languagedefine what language to use for the interface
Tool-bartool-bar style to be used
Grid line + specify the list grid line option: +
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  • None
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  • Horizontal
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  • Vertical
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  • Both
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Amount colors

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Uses custom colorsspecify if amounts should be displayed with colors below
Presetcontains some Tango color preset to fast set the amount colors
Expensecolor used for expense
Incomecolor used for incomes
Warningcolor used for amount in warning (overdrawn)
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Transactions

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Transaction window

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Date rangeSet the default range to be used for account window
Hide reconciled transactionset the filter for account window not to default show - reconciled transactions
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Multiple add

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Keep the last dateSet the date to be kept when you add several transaction - successively
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Column list

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

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Transactions

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Transaction window

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Date rangeSet the default range to be used for account window
Show xx days in...set the number of days to force show future transaction
Hide reconciled transactionsset the filter for account window not to default show reconciled transactions
Always show remind transactionsset the remind transaction to always be display (ignore filters)
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Multiple add

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Keep the last dateSet the date to be kept when you add several transaction successively
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Column list

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Set the column to display and their order for the transaction list

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Display format

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Date options

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Date formatdisplay format used for date
 A date sample is displayed
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Numbers options

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Prefix symbolSymbol that prefix the amount
Suffix symbolSymbol that suffix the amount
Decimal charCharacter to be used as decimal separator
Grouping charCharacter to be used as grouping separator
Frac digitsNumber of digits after decimal separator
 An amount sample is displayed
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Measurement units

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

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Date options

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DateA date sample is displayed
Customize > Formatdisplay format used for date
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Measurement units

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Use miles for meteruse the mile labels and abbreviation for the vehicle cost
Use gallons for fueluse the gallons labels and abbreviation for the vehicle cost
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Import/Export

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Date options

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Date order - set the default date order for file import - -
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  • d-m-y
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  • m-d-y
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  • y-m-d
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OFX/QFX options

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Memo fielddefine what to do for memo field during import:
- ignore, add to memo, add to info.
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Files folder

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Importdefault folder to load files to import
Exportdefault folder to save files to export
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Import/Export

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Date options

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Date order + set the default date order for file import +
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  • d-m-y
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  • m-d-y
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  • y-m-d
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OFX/QFX options

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Memo field + define what to do for memo field during import:
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  • ignore
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  • append to memo
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  • append to info
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Files folder

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Importdefault folder to load files to import
Exportdefault folder to save files to export
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Report

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Initial filter

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Date rangeSet the default range to be used for account window
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Chart options

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

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Show by amountset the by amount toggle on the statistics window to - default be checked
Show rate columnset the rate column to be displayed by default
Show detailsset the detail toggle on the statistics window to default - be checked
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Budget options

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Show detailsset the detail toggle on the budget window to default be - checked
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Report

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Initial filter

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Date rangeSet the default range to be used for account window
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Charts options

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Color scheme + Set the default color scheme to be applied for charts +
    +
  • HomeBank
  • +
  • Money
  • +
  • SAP
  • +
  • Quicken
  • +
  • Office 2010
  • +
  • Office 2013
  • +
  • Analytics
  • +
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Statistics options

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Show by amountset the by amount toggle on the statistics window to default be checked
Show rate columnset the rate column to be displayed by default
Show detailsset the detail toggle on the statistics window to default be checked
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Budget options

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Show detailsset the detail toggle on the budget window to default be checked
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- -

Euro minor

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General

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Enableenable euro minor currency support in HomeBank.
- see minor currency for more - details.
Fill frompreselect of parameters for this tab
Countryremind of the filled country from
Valuechange rate, value of 1 euro in your old country - currency
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Numbers format

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Prefix symbolSymbol that prefix the amount
Suffix symbolSymbol that suffix the amount
Decimal charCharacter to be used as decimal separator
Grouping charCharacter to be used as grouping separator
Frac digitsNumber of digits after decimal separator
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Euro minor

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General

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Enableenable euro minor currency support in HomeBank.
+ see minor currency for more details.
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Currency

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A remind of the country is displayed

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Fill frompreselect of parameters for this tab
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Exchange rate

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1 XXX =change rate (value of 1 euro in your old national currency)
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Format

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SymbolSymbol that prefix the amount
Is prefixdefine is the symbol is a prefix symbol
Decimal charCharacter to be used as decimal separator
Frac digitsNumber of digits after decimal separator
Grouping charCharacter to be used as grouping separator
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