HomeBank User manual

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.

General

Program start

Show splash screen display a splash screen when HomeBank start
Load last opened file load the last opened file when HomeBank start
Post pending scheduled transactions append scheduled transaction to accounts when HomeBank start
Update currencies on-line trigger a on-line update for currencies exchange rate start

Main window reports

Date range default range initial value for the main window reports

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Interface

General

Tool-bar tool-bar style to be used
Grid line specify the list grid line option:
  • None
  • Horizontal
  • Vertical
  • Both

Amount colors

Uses custom colors specify if amounts should be displayed with colors below
Preset contains some Tango color preset to fast set the amount colors
Expense color used for expense
Income color used for incomes
Warning color used for amount in warning (overdrawn)

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Locale

User interface

Language define what language to use for the interface
Date display A date sample is displayed
Customize display format used to display (and not input) date

Fiscal year

Start on define on which day and month the fiscal year start

Measurement units

Use miles for metre use the mile labels and abbreviation for the vehicle cost
Use gallon for fuel use the gallon labels and abbreviation for the vehicle cost

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Transactions

Transaction window

Date range Set 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 transactions set the filter for account window not to default show reconciled transactions
Always show remind transactions set the remind transaction to always be display (ignore filters)

Multiple add

Keep the last date Set the date to be kept when you add several transaction successively

Memo autocomplete

Active to collect and propose memo for autocomplete or not
xxx rolling days to define how many days into the past to grap memo for autocomplete, if for example 30 days, you will only see the last 30 days autocomplete memo

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Import/Export

Date options

Date order set the default date order for file import
  • d-m-y
  • m-d-y
  • y-m-d

OFX/QFX options

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

QIF options

Import memos to import the M field from files
Swap memos with payees to swap M and P field from files

Other options

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

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Report

Initial filter

Date range Set the default range to be used for account window

Charts options

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

Statistics options

Show by amount set the by amount toggle on the statistics window to default be checked
Show rate column set the rate column to be displayed by default
Show details set the detail toggle on the statistics window to default be checked

Budget options

Show details set the detail toggle on the budget window to default be checked

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Backup

Backup

Enable automatic backups to activate backup of your xhb files
Number of backups to keep the number of backups to keep
Frequency is 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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Folders

HomeBank files

Default default folder to load/save HomeBank files

Exchange files

Import default folder to load files to import
Export default folder to save files to export

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Euro minor

General

Enable enable euro minor currency support in HomeBank.
see minor currency for more details.

Currency

A remind of the country is displayed

Fill from preselect of parameters for this tab

Exchange rate

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

Format

A sample is displayed and can be customized

Symbol Symbol that prefix the amount
Is prefix define is the symbol is a prefix symbol
Decimal char Character to be used as decimal separator
Frac digits Number of digits after decimal separator
Grouping char Character to be used as grouping separator

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