To review the complete list of changes, please use the Help > Release Notes menu from HomeBank program.New features in v5.2
You can now export the transaction of a single account to a PDF file. This is the first part of the print support into HomeBank.
From the main window transaction menu you can now open a register with all transaction of all accounts.
Most of the action are available here, except:
The import process was completely rewritten starting from zero, with all your wishes in mind. The goal was to enable more flexibility, like import several files at a time and to simplify the access to the option. Adding to this, I added some more duplicate/similar option and a few other refinements. See the import process for details.
A real backup mechanism is now available and enable to create a real backup file once a day, with a configurable occurrence.
A duplicate finder is now available from a single account register window in the tools menu. The feature just mark in place the transaction, in bold for the one to keep and strike the potential duplicate called similar.
the similarity is evaluated on amount, date (+gap) and memo.
On each account you can set a default template transaction, so that every time you create a transaction on that account, the template is used.
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.
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.
New capabilities of the automatic assignment are available:
See the assignment dialog.
|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.|
|I finally found some time to code a new graph report dedicated to budget, please welcome the stack chart that clarify so much the budget report !|
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.
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.
Insert a scheduled transaction can be controlled to avoid insert on weekend and to automatically change the date to before or after.
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.
You can now select a different language than the one of your system !
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.
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.
The account window now have a new filter / information bar.
Here is a description from left to right:
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 behaviour to add xx days into the future from today's date.