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

Range | default range initial value for the main window reports
Max items | default number of slice for the pie chart of 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

### Gtk settings

Override font size | Enable and define the font size for GTK
Dark theme | well, you know what this is about right ?

### 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 | the format used to display the date the input format rely on your system option, you can see this FAQ.

### 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 list

Range | Set the default range to be used for account window
Show future [xx] days ahead | set the number of days to force show future transaction Please note the addition is only effective when the range is: THISMONTH, THISQUARTER, THISYEAR LAST30DAYS, LAST60DAYS, LAST90DAYS, LAST12MONTHS
Hide reconciled | set the filter for account window not to default show reconciled transactions
Always show remind | set the remind transaction to always be display (ignore filters)
Always show void | set the void transaction to always be display (ignore filters)
Include remind into balance | set the remind transaction amount to be computed into the balance, ignored otherwise
Lock reconciled for any changes | set the default value for the lock reconciled for any change of the main window

### Transaction dialog

Keep the last date when multiple add | When you add several transaction to the chain, set the date to be kept when: - you use the [Add] button from a Transaction dialog in Add mode - Inherit a transaction from an Account window
Transfer target date tolerance [xx] days | Define the number of +/- days to search for a target transaction for transfer
Enable memo autocomplete with [xxx] rolling days | Collect and propose memo for autocomplete or not and 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
Show confirmation text for 5s | Will show 5s added confirmation text into the transaction dialog

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## Import/Export

### General options

Date order

set the default date order for file import

- d-m-y
- m-d-y
- y-m-d

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

### 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

### CSV options

Separator | change the separator for transaction import between: Tab, Comma, Semicolon, Space

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## Report

### Initial filter

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

Smaller legend font | set the font for scale and legend to be smaller

### 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
Include transfer | set the internal transfer to be included into te computing of the report

### Budget options

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

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## Forecast

Enable forecast | to activate the forecast
Month number: [xx] | the number of month to forecast

The forecast is based on scheduled transaction, and appear with condition, see the forecast lexicon section for more details.

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## Backup

Enable automatic backups | to activate backup of your xhb files
Number of backups to keep [xx] | the number of backups to keep

Backup frequency is once a day, see the backup lexicon section for more details.

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## Folders

When you change those folders, HomeBank will not move nor copy files, including any current opened file.

These folders are the location that the file selector will use as a default when it opens.
If you want to change the location of your files, change it to the filesystem first, then change it here.

### HomeBank files

Wallets | default folder to load/save HomeBank files
Backups | default folder to load/save HomeBank backup 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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## Advanced

### Currency API

Url | the url of the rate API default value is: https://api.frankfurter.app/latest
Key | the free or paid apikey for other compatible API such as fixer or exchangerate

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