X-Git-Url: https://git.dogcows.com/gitweb?p=chaz%2Fhomebank;a=blobdiff_plain;f=doc%2Fdlg-pref.html;h=3f23da6c04aaf7c5b0a0e9db8fc412183a5fe699;hp=ed57a8d72b9ce7c623810b8ef35cbdc23d608b79;hb=236cb5e47660876f46488ea8f76ecd5bebfa1fac;hpb=27f6e3b112df235c8e9afc9911b1f6bce208a001 diff --git a/doc/dlg-pref.html b/doc/dlg-pref.html index ed57a8d..3f23da6 100644 --- a/doc/dlg-pref.html +++ b/doc/dlg-pref.html @@ -1,484 +1,421 @@ - - + - - + + 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

+

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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Main window reports

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Date rangedefault range initial value for the main window reports
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Interface

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General

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Tool-bartool-bar style to be used
Grid line + specify the list grid line option: +
    +
  • None
  • +
  • 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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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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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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Locale

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User interface

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Languagedefine what language to use for the interface
Date displayA date sample is displayed
Customizedisplay format used to display (and not input) date
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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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Measurement units

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Use miles for metreuse the mile labels and abbreviation for the vehicle cost
Use gallon for fueluse the gallon labels and abbreviation for the vehicle cost
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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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Memo autocomplete

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Activeto collect and propose memo for autocomplete or not
xxx rolling daysto define how many days into the past to grab memo for autocomplete, if for example 30 days, you will only see the last 30 days autocomplete memo
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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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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
  • - -
  • 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 +
    +
  • d-m-y
  • +
  • m-d-y
  • +
  • y-m-d
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OFX/QFX options

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OFX Name + define what to do for name field during import:
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    +
  • ignore
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  • memo
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  • payee
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OFX Memo + define what to do for memo field during import:
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    +
  • ignore
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  • append to Info
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  • append to Memo
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  • append to Payee
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QIF options

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Import memosto import the M field from files
Swap memos with payeesto swap M and P field from files
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Other options

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Sentence case memo/payeewill change the case for memo and payee (lowercase starting with a capital letter)
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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

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

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

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Backup

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Enable automatic backupsto activate backup of your xhb files
Number of backups to keepthe number of backups to keep
Frequencyis once a day
+ which means a backup file will be created the first time you save your file during a day, so if you save it 3 times the same day, only the first save will be backuped, so that you can revert to the day before with ease.
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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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Folders

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HomeBank files

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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
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Defaultdefault folder to load/save HomeBank files
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Exchange files

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Importdefault folder to load files to import
Exportdefault folder to save files to export
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+ - - Frac digits - Number 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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A sample is displayed and can be customized

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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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