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<!DOCTYPE html PUBLIC "-//W3C//DTD HTML 4.01//EN">

<html>
<head>
  <meta http-equiv="CONTENT-TYPE" content="text/html; charset=utf-8">

  <title>Lexicon</title>
  <link rel="stylesheet" href="help.css" type="text/css">

</head>

<body id="top">
  <div class="dochead">
    HomeBank User manual
  </div>

  <div class="title">
  
   <h1>Lexicon</h1>

  <p>This section is intended to give you a brief introduction to the basic
  concepts and terminology you will need to understand in order to make
  sense to the rest of the documentation.</p>

<table class="lexicon">
	<tr>
		<th>A-B</th>	
		<th>C-D</th>	
		<th>E-J</th>	
		<th>K-O</th>	
		<th>P-Z</th>	
	</tr>
	<tr>
		<td><!--A-B-->
			<a href="#accounts">Accounts</a><br>
			<a href="#assignment">Assignment</a><br>
			<a href="#budget">Budget</a><br>
		</td>	
		
		<td><!--C-D-->
		<a href="#categories">Categories</a><br>
		</td>	
		
		<td><!--E-J-->
		
		</td>	

		<td><!--K-O-->
	
		</td>	

		<td><!--P-Z-->
		<a href="#payees">Payees</a><br>

		<a href="#remind">Remind</a><br>
 
			<a href="#scheduled">Scheduled</a><br>
 		<a href="#split">Split</a><br>

   <a href="#tags">Tags</a><br>
			<a href="#template">Template</a>	<br>	
 			<a href="#transactions">Transactions</a>	<br>	
  
		<a href="#wallet">Wallet</a><br>
		</td>	
	</tr>	
	
</table>
  
  
  

</div>


<div class="rounded content">

  <h2><a name="wallet" id="wallet"></a>Wallet</h2>

  <p>Wallet is the 1st level of data's. It represent a HomeBank file (.xhb)<br>
  Managing the few wallet properties is done in the <a href=
  "04wall.html">Properties dialog</a>.</p>

	<p class="top"><a href="#top">[top]</a></p>

</div>


<div class="rounded content">

  <h2><a name="accounts" id="accounts"></a>Accounts</h2>

  <p>Accounts is the 2nd level of the data's. An account is a
  division of the wallet, that will contains your financial
  transactions.<br>
  Managing the accounts is done in the <a href="dlg-acco.html">Accounts
  dialog</a>.</p>
	<p class="top"><a href="#top">[top]</a></p>

</div>


<div class="rounded content">

  <h2><a name="transactions" id="transactions"></a>Transactions</h2>

  <p>Transactions is the last level of data's. A transaction
  is a financial transaction, attached to its own account.</p>

  <p>In addition to the usual fields you can find in most accounting
  application, HomeBank offers the following:</p>

  <ul>
    <li>tags: like in the web, you can assign some tags to a
    transaction</li>

    <li>payment: small image showing the payment mode</li>


    <li>info: miscellaneous data's for payment, like date, cheque number
    and so on</li>

    <li>remind state: to keep track of debt</li>

    <li>vehicle-cost data's: memo field can contain data's for your vehicle
    refuels</li>
  </ul>

  <p>Managing transactions is done in the <a href="win-main.html">main
  window</a> or the <a href="win-account.html">account window</a>.</p>
  	<p class="top"><a href="#top">[top]</a></p>

</div>


<div class="rounded content">

  <h2><a name="split"></a>Split</h2>

  <p>Split is the ability to cut out the amount of a transaction to multiple categories.</p>

  <p>Managing split is done in the <a href="dlg-spli.html">Split
  dialog</a> from the <a href="dlg-tran.html">Transaction
  dialog</a>.</p>

	<p class="top"><a href="#top">[top]</a></p>

</div>

<div class="rounded content">

  <h2><a name="scheduled"></a>Scheduled</h2>

  <p>Scheduled is a transaction you can configure to be automatically inserted.<br>
  Typical such transactions are the one's occurring very often, for
  example: <em>Wage, Rent, Phone, Taxes, etc</em>...</p>

  <p>Managing scheduled is done in the <a href="dlg-arch.html">Scheduled/Template
  dialog</a>.<br>
  Please have a look at <a href="use-auto_addition.html">Using the Scheduled transaction feature</a> for more details.</p>

	<p class="top"><a href="#top">[top]</a></p>

</div>


<div class="rounded content">

  <h2><a name="template"></a>Template</h2>

  <p>Template will enable to fast add manually some transactions without too much seizure, 
  most of the fields already populated with correct data</p>

  <p>Managing templates is done in the <a href="dlg-arch.html">Scheduled/Template
  dialog</a>.</p>

  <p>Templates can also be created from existing transactions from the
  <a href="win-account.html">Account window</a>.<br>
  Every template is available as a bookmark for fill purpose in the <a href=
  "dlg-tran.html">Transaction dialog</a>.</p>
  
	<p class="top"><a href="#top">[top]</a></p>

</div>





<div class="rounded content">

  <h2><a name="payees" id="payees"></a>Payees</h2>

  <p>A payee can optionally be set for each transaction to later perform
  sorting, filtering and analysis. The payee identify people you give money
  to, as like as those you receive money from.<br>
  Managing payees is done on the <a href="dlg-paye.html">Payee dialog</a>.
  Payees are global to the wallet and are shared between all the
  accounts.</p>
  	<p class="top"><a href="#top">[top]</a></p>

</div>

<div class="rounded content">

  <h2><a name="categories" id="categories"></a>Categories</h2>

  <p>A category can optionally set for each transaction to later perform
  sorting, filtering and analysis. The categories is another classification
  model of your financial transactions.<br>
  Managing categories is done on the <a href="dlg-cate.html">Categories
  dialog</a>. Categories are global to the wallet and are shared between
  all the accounts.</p>

  <p>Please also note well that categories and subcategories are the same
  from a HomeBank point of view, the subcategories are only to create a
  hierarchy in category tree. This is especially important for the <a href=
  "04bud1.html">budget dialog</a></p>
	<p class="top"><a href="#top">[top]</a></p>

</div>

<div class="rounded content">

  <h2><a name="tags" id="tags"></a>Tags</h2>

  <p>Some tags can optionally be set for each transaction to later perform
  sorting, and analysis. The tags are most common to those yo can find in
  the web, so it is words separated by space.</p>
  
  	<p class="top"><a href="#top">[top]</a></p>

</div>


<div class="rounded content">

  <h2><a name="assignment"></a>Assignment</h2>

  <p>Assigments are some rule to fastly set payee and/or category to the transactions</p>
  
  <p>Please refer to the <a href="use-auto_assign.html">Using the Automatic assignment feature</a> 
  for details on how using this feature.</p>
  
  	<p class="top"><a href="#top">[top]</a></p>

</div>


<div class="rounded content">

  <h2><a name="remind"></a>Remind</h2>

  <p>Remind is a special status for the transaction. The purpose here is to keep the transaction 
  into the list for later uses to remind you about a bill to pay, a bill to be payed for.</p>
  
  <p>Remind transaction are excluded from any computing: balance, reports, etc.</p>
  
  	<p class="top"><a href="#top">[top]</a></p>

</div>


<div class="rounded content">

  <h2><a name="budget" id="budget"></a>Budget</h2>

  <p>The budget is aimed towards reporting comparing actual values to
  pre-defined budget values allocated to each expense/income category. The
  budget report shows the difference (decay) between the budget and the
  actual expense/income for each categories. You can select which accounts
  are included in the budget report.</p>

  <p><a href="dlg-budget.html">Using the Budget feature</a> provides a quick
  overview to get you started. For more in-depth details see the <a href=
  "04bud1.html">Budget dialog</a> and the <a href="dlg-bud2.html">Budget
  report</a>.</p>

  <p>The budget is global to the wallet, so if you need to manage a
  different budget each year, you can use csv import/export
  capabilities.</p>
  
  	<p class="top"><a href="#top">[top]</a></p>
</div>





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