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

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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 | 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 window

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)
Include remind into balance | set the remind transaction amount to be computed into the balance, ignored otherwise
Show confirmation text | Will show 5s added confirmation text into the transaction dialog

### 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 grab memo for autocomplete, if for example 30 days, you will only see the last 30 days autocomplete memo

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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

### 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

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