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<html>
<head>
<meta content="text/html; charset=utf-8" http-equiv="content-type">
<meta content="noindex" name="robots">
<title>Preferences dialog</title>
<link href="help.css" rel="stylesheet" type="text/css">
</head>
<body id="top">
<div class="dochead">
HomeBank User manual
</div>
<div class="title">
<h1>Preferences dialog</h1>
<p>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.</p>
<ul class="toc">
<li><a href="#tab1">General</a></li>
<li><a href="#tab2">Interface</a></li>
<li><a href="#tab3">Transactions</a></li>
<li><a href="#tab4">Display format</a></li>
<li><a href="#tab5">Import/Export</a></li>
<li><a href="#tab6">Report</a></li>
<li><a href="#tab7">Euro minor</a></li>
</ul><!-- separator -->
</div>
<div class="rounded content">
<h2><a id="tab1" name="tab1"></a>General</h2>
<p><img class="gtkshot right" src="images/dlg-prefs1.png"></p>
<h3>Program start</h3>
<table class="widgetinfo">
<tr>
<th>Show splash screen</th>
<td>display a splash screen when HomeBank start</td>
</tr>
<tr>
<th>Load last opened file</th>
<td>load the last opened file when HomeBank start</td>
</tr>
<tr>
<th>Post pending scheduled transactions</th>
<td>append scheduled transaction to accounts when HomeBank start</td>
</tr>
<tr>
<th>Update currencies on-line</th>
<td>trigger a on-line update for currencies exchange rate start</td>
</tr>
</table>
<h3>Fiscal year</h3>
<table class="widgetinfo">
<tr>
<th>Start on</th>
<td>define on which day and month the fiscal year start</td>
</tr>
</table>
<h3>Main window reports</h3>
<table class="widgetinfo">
<tr>
<th>Date range</th>
<td>default range initial value for the main window reports</td>
</tr>
</table>
<h3>Files folder</h3>
<table class="widgetinfo">
<tr>
<th>Default</th>
<td>default folder to load/save HomeBank files</td>
</tr>
</table><!-- separator -->
<div class="clear"></div>
<p class="top"><a href="#top">↑ Back to Top</a></p>
</div>
<div class="rounded content">
<h2><a id="tab2" name="tab2"></a>Interface</h2>
<p><img class="gtkshot right" src="images/dlg-prefs2.png"></p>
<h3>General</h3>
<table class="widgetinfo">
<tr>
<th>Language</th>
<td>define what language to use for the interface</td>
</tr>
<tr>
<th>Tool-bar</th>
<td>tool-bar style to be used</td>
</tr>
<tr>
<th>Grid line</th>
<td>
specify the list grid line option:
<ul>
<li>None</li>
<li>Horizontal</li>
<li>Vertical</li>
<li>Both</li>
</ul>
</td>
</tr>
</table>
<h3>Amount colors</h3>
<table class="widgetinfo">
<tr>
<th>Uses custom colors</th>
<td>specify if amounts should be displayed with colors below</td>
</tr>
<tr>
<th>Preset</th>
<td>contains some Tango color preset to fast set the amount colors</td>
</tr>
<tr>
<th>Expense</th>
<td>color used for expense</td>
</tr>
<tr>
<th>Income</th>
<td>color used for incomes</td>
</tr>
<tr>
<th>Warning</th>
<td>color used for amount in warning (overdrawn)</td>
</tr>
</table><!-- separator -->
<div class="clear"></div>
<p class="top"><a href="#top">↑ Back to Top</a></p>
</div>
<div class="rounded content">
<h2><a id="tab3" name="tab3"></a>Transactions</h2>
<p><img class="gtkshot right" src="images/dlg-prefs3.png"></p>
<h3>Transaction window</h3>
<table class="widgetinfo">
<tr>
<th>Date range</th>
<td>Set the default range to be used for account window</td>
</tr>
<tr>
<th>Show xx days in...</th>
<td>set the number of days to force show future transaction</td>
</tr>
<tr>
<th>Hide reconciled transactions</th>
<td>set the filter for account window not to default show reconciled transactions</td>
</tr>
<tr>
<th>Always show remind transactions</th>
<td>set the remind transaction to always be display (ignore filters)</td>
</tr>
</table>
<h3>Multiple add</h3>
<table class="widgetinfo">
<tr>
<th>Keep the last date</th>
<td>Set the date to be kept when you add several transaction successively</td>
</tr>
</table>
<h3>Column list</h3>
<p>Set the column to display and their order for the transaction list</p><!-- separator -->
<div class="clear"></div>
<p class="top"><a href="#top">↑ Back to Top</a></p>
</div>
<div class="rounded content">
<h2><a id="tab4" name="tab4"></a>Display format</h2>
<p><img class="gtkshot right" src="images/dlg-prefs4.png"></p>
<h3>Date options</h3>
<table class="widgetinfo">
<tr>
<th>Date</th>
<td>A date sample is displayed</td>
</tr>
<tr>
<th>Customize > Format</th>
<td>display format used for date</td>
</tr>
</table>
<h3>Measurement units</h3>
<table class="widgetinfo">
<tr>
<th>Use miles for meter</th>
<td>use the mile labels and abbreviation for the vehicle cost</td>
</tr>
<tr>
<th>Use gallons for fuel</th>
<td>use the gallons labels and abbreviation for the vehicle cost</td>
</tr>
</table><!-- separator -->
<div class="clear"></div>
<p class="top"><a href="#top">↑ Back to Top</a></p>
</div>
<div class="rounded content">
<h2><a id="tab5" name="tab5"></a>Import/Export</h2>
<p><img class="gtkshot right" src="images/dlg-prefs5.png"></p>
<h3>Date options</h3>
<table class="widgetinfo">
<tr>
<th>Date order</th>
<td>
set the default date order for file import
<ul>
<li>d-m-y</li>
<li>m-d-y</li>
<li>y-m-d</li>
</ul>
</td>
</tr>
</table>
<h3>OFX/QFX options</h3>
<table class="widgetinfo">
<tr>
<th>Memo field</th>
<td>
define what to do for memo field during import:<br>
<ul>
<li>ignore</li>
<li>append to memo</li>
<li>append to info</li>
</ul>
</td>
</tr>
</table>
<h3>Files folder</h3>
<table class="widgetinfo">
<tr>
<th>Import</th>
<td>default folder to load files to import</td>
</tr>
<tr>
<th>Export</th>
<td>default folder to save files to export</td>
</tr>
</table><!-- separator -->
<div class="clear"></div>
<p class="top"><a href="#top">↑ Back to Top</a></p>
</div>
<div class="rounded content">
<h2><a id="tab6" name="tab6"></a>Report</h2>
<p><img class="gtkshot right" src="images/dlg-prefs6.png"></p>
<h3>Initial filter</h3>
<table class="widgetinfo">
<tr>
<th>Date range</th>
<td>Set the default range to be used for account window</td>
</tr>
</table>
<h3>Charts options</h3>
<table class="widgetinfo">
<tr>
<th>Color scheme</th>
<td>
Set the default color scheme to be applied for charts
<ul>
<li>HomeBank</li>
<li>Money</li>
<li>SAP</li>
<li>Quicken</li>
<li>Office 2010</li>
<li>Office 2013</li>
<li>Analytics</li>
</ul>
</td>
</tr>
</table>
<h3>Statistics options</h3>
<table class="widgetinfo">
<tr>
<th>Show by amount</th>
<td>set the by amount toggle on the statistics window to default be checked</td>
</tr>
<tr>
<th>Show rate column</th>
<td>set the rate column to be displayed by default</td>
</tr>
<tr>
<th>Show details</th>
<td>set the detail toggle on the statistics window to default be checked</td>
</tr>
</table>
<h3>Budget options</h3>
<table class="widgetinfo">
<tr>
<th>Show details</th>
<td>set the detail toggle on the budget window to default be checked</td>
</tr>
</table><!-- separator -->
<div class="clear"></div>
<p class="top"><a href="#top">↑ Back to Top</a></p>
</div>
<div class="rounded content">
<h2><a id="tab7" name="tab7"></a>Euro minor</h2>
<p><img class="gtkshot right" src="images/dlg-prefs7.png"></p>
<h3>General</h3>
<table class="widgetinfo">
<tr>
<th>Enable</th>
<td>enable euro minor currency support in HomeBank.<br>
see <a href="misc-euro.html">minor currency</a> for more details.</td>
</tr>
</table>
<h3>Currency</h3>
<p>A remind of the country is displayed</p>
<table class="widgetinfo">
<tr>
<th>Fill from</th>
<td>preselect of parameters for this tab</td>
</tr>
</table>
<h3>Exchange rate</h3>
<table class="widgetinfo">
<tr>
<th>1 XXX =</th>
<td>change rate (value of 1 euro in your old national currency)</td>
</tr>
</table>
<h3>Format</h3>
<table class="widgetinfo">
<tr>
<th>Symbol</th>
<td>Symbol that prefix the amount</td>
</tr>
<tr>
<th>Is prefix</th>
<td>define is the symbol is a prefix symbol</td>
</tr>
<tr>
<th>Decimal char</th>
<td>Character to be used as decimal separator</td>
</tr>
<tr>
<th>Frac digits</th>
<td>Number of digits after decimal separator</td>
</tr>
<tr>
<th>Grouping char</th>
<td>Character to be used as grouping separator</td>
</tr>
</table>
<p class="top"><a href="#top">↑ Back to Top</a></p>
</div>
</body>
</html>
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