The main window is the basis of most of the HomeBank actions. It is the first
- displayed window when you launch HomeBank. Closing this main window will close HomeBank,
- after a warning if the some unsaved changed are pending..
-
-
-
-
+
Main window
+
The main window is the basis of most of the HomeBank actions. It is the first displayed window when you launch HomeBank. Closing this main window will close HomeBank, after a warning if the some unsaved changed are pending..
+
-
-
-
-
Menu
-
-
The menu is the main start point of most HomeBank actions.
-
-
Toolbar
-
-
The toolbar 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
-
-
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 toolbar, or the menu.
-
-
The status column indicate the change made to an account:
-
-
-
- transactions added
-
-
transactions modified
-
-
-
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
-
-
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.
-
-
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 !
-
-
Scheduled
- transactions (next occurrence)
-
-
This list displays the next occurrence of scheduled (automated)
- transaction and their state, especially:
-
-
-
next occurrence date
-
-
remaining days
-
-
-
This remaining day count is negative if the transaction
- insertion is overdue.
-
-
-
-
+
+
Drop files
+
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).
+
+
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
+
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:
+
+
transactions added
+
transactions modified
+
+
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
+
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.
+
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 !
+
Scheduled transactions
+
This list displays the next occurrence of scheduled (automated) transaction and their state, especially:
+
+
next occurrence date
+
remaining days
+
+
This remaining day count is negative if the transaction insertion is overdue.
+
At the bottom of the list, there is 2 buttons to:
+
+
skip the transaction post
+
post the transaction occurrence
+ if the account is unset or the amount of the scheduled transaction is 0, the transaction dialog will pop-up for you to fill these information before posting.
Menu
Toolbar
Your
- accounts
- transactions added
-
- 
transactions modified
- 
Where your
- money goes
Scheduled
- transactions (next occurrence)
transactions added
transactions modified