X-Git-Url: https://git.dogcows.com/gitweb?p=chaz%2Fhomebank;a=blobdiff_plain;f=doc%2Fwin-main.html;h=fa247a916fde85d32ee9404946e5936c0ac08fe8;hp=77ca9046cb52d8049d47ff250e004659d68ad68b;hb=a6c6b0df5492c2160ed97e3a376bdb2fe7c5ebc4;hpb=996fa4ab9f6b836001f8ad0eecbfd3821687fea7 diff --git a/doc/win-main.html b/doc/win-main.html index 77ca904..fa247a9 100644 --- a/doc/win-main.html +++ b/doc/win-main.html @@ -16,22 +16,26 @@
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Drop files

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You can drop one HomeBank file at a time(.XHB) to load it.
+ You can also drop one or several files to import (.OXF, .QFX, .QIF or .CSV).

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Menu

The menu is the main start point of most HomeBank actions.

Tool-bar

The tool-bar provides easy mouse shortcut for some of the menu. All tool button have a tool tip that will help you know what action will be launched when you click on the tool button.

Your accounts

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The list show you a summary of every account in the wallet. To open an account, and show its transactions, you can double-click on it, or use the tool-bar, or the menu.

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The list show you a summary of every account in the wallet. It can be grouped by account type or account institution name. To open an account, and show its transactions, you can double-click on it, or use the tool-bar, or the menu.

The first column indicate the change made to an account:

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The balance area contains the balance summary of the wallet (all accounts), see this page for details. If the minor option is checked in the preferences, a minor toggle button appear here, see this page for details.

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The balance area contains the balance summary of the wallet (all accounts), see this page for details. If the minor option is checked in the preferences, a minor toggle button appear here, see this page for details.

Where your money goes

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The small report show you the top 5 category spending for a predefined period. You can define the default period from the preferences and change into this main window when needed.

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The top 5 categories are showed, with amount and rate, also a total balance for the period is displayed. And of course a nice pie chart !

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Scheduled transactions (next occurrence)

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The small report show you the top 10 category spending for a predefined period. You can define the default period from the preferences and change into this main window when needed.

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The top 10 categories are showed, with amount and rate, also a total balance for the period is displayed. And of course a nice donut chart !

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Scheduled transactions

This list displays the next occurrence of scheduled (automated) transaction and their state, especially: