4 <meta content=
"text/html; charset=utf-8" http-equiv=
"content-type">
5 <meta content=
"noindex" name=
"robots">
6 <title>New features
</title>
7 <link href=
"help.css" rel=
"stylesheet" type=
"text/css">
14 <h1>Previously on HomeBank...
</h1><b>New features in v5.1
</b>
16 <li><a href=
"#51multicurr">Multiple currencies
</a></li>
17 <li><a href=
"#51paydef">Payee default category and payment type
</a></li>
18 <li><a href=
"#51autoassign">New feature for automatic assignments
</a></li>
19 </ul><b>New features in v5.0
</b>
21 <li><a href=
"#50txnstatus">Cleared status to enrich transaction status
</a></li>
22 <li><a href=
"#50stackbudget">Stack chart for budget
</a></li>
23 <li><a href=
"#50search">Quick search for list
</a></li>
24 </ul><b>New features in v4.6
</b>
26 <li><a href=
"#46search">Quick search for transaction
</a></li>
27 <li><a href=
"#46fiscyear">Configure fiscal year boundaries
</a></li>
28 <li><a href=
"#46schedwe">Scheduled transaction date before or after weekend
</a></li>
29 <li><a href=
"#46schedplay">Ability to individually play scheduled transactions from the list
</a></li>
30 </ul><b>New features in v4.5
</b>
32 <li><a href=
"#language">Ability to change language
</a></li>
33 <li><a href=
"#mainreport">Where your money goes
</a></li>
34 <li><a href=
"#txnsplit">Category split for transactions
</a></li>
35 <li><a href=
"#accflt">New filters for account window
</a></li>
36 <li><a href=
"#schedul">Scheduled append until a day of month
</a></li>
38 </div><!-- = = = = separator = = = = -->
39 <h2>New features in v5.1
</h2>
40 <div class=
"rounded content">
41 <h3><a id=
"51multicurr" name=
"51multicurr"></a> <!-- = = = = separator = = = = -->Multiple currencies
</h3>
42 <p>You can now manage accounts in different currencies. When opening a file from a previous version of HomeBank, you will be prompted to choose a base currency.
<br>
43 Then you can add several currencies with the
<a href=
"dlg-curr.html">currencies dialog
</a>, update the exchange rate on-line, and assign different currencies to every account.
</p>
44 <p>Take care as the currency formatting option are now in the
<a href=
"dlg-curr.html">currencies dialog
</a>.
45 <p class=
"top"><a href=
"#top">↑ Back to Top
</a></p>
47 <div class=
"rounded content">
48 <h3><a id=
"51paydef" name=
"51paydef"></a> <!-- = = = = separator = = = = -->Payee default category and payment type
</h3>
49 <p>Payee now enables to set some default value for category and payment. So when you add a new transaction, choosing a payee will automatically fill the category and payment. When you edit a transaction, choosing a payee will complete one or both those two fields if they are empty. See the
<a href=
"dlg-paye.html">payee dialog
</a>.
</p>
50 <p class=
"top"><a href=
"#top">↑ Back to Top
</a></p>
52 <div class=
"rounded content">
53 <h3><a id=
"51autoassign" name=
"51autoassign"></a> <!-- = = = = separator = = = = -->New feature for automatic assignments
</h3>
54 <p>New capabilities of the automatic assignment are available:
</p>
56 <li>assign payment
</li>
57 <li>overwrite is now possible
</li>
58 <li>regular expression can be used
</li>
60 <p>See the
<a href=
"dlg-assi.html">assignment dialog
</a>.
</p>
61 <p class=
"top"><a href=
"#top">↑ Back to Top
</a></p>
62 </div><!-- = = = = separator = = = = -->
63 <h2>New features in v5.0
</h2>
64 <div class=
"rounded content">
65 <h3><a id=
"50txnstatus" name=
"50txnstatus"></a> <!-- = = = = separator = = = = -->Cleared status to enrich the transaction status
</h3>
69 A cleared status for transaction was added, to enrich the existing status. You now also have a Status column into the transaction list to display a new set of status for transactions.
71 <li><img src=
"images/hb-ope-cleared.png"> :
<a href=
"00-lexicon.html#txncleared">cleared
</a></li>
72 <li><img src=
"images/hb-ope-reconciled.png"> :
<a href=
"00-lexicon.html#txnreconciled">reconciled
</a></li>
73 <li><img src=
"images/hb-ope-remind.png"> :
<a href=
"00-lexicon.html#txnremind">remind
</a></li>
76 <td><img class=
"gtkshot" src=
"images/50txnstatus.png"></td>
79 <p class=
"top"><a href=
"#top">↑ Back to Top
</a></p>
81 <div class=
"rounded content">
82 <h3><a id=
"50stackbudget" name=
"50stackbudget"></a> <!-- = = = = separator = = = = -->Stack chart for budget
</h3>
85 <td>I finally found some time to code a new graph report dedicated to budget, please welcom the stack chart that clarify so much the budget report !
</td>
86 <td><img class=
"gtkshot" src=
"images/50stackbudget.png"></td>
89 <p class=
"top"><a href=
"#top">↑ Back to Top
</a></p>
91 <div class=
"rounded content">
92 <h3><a id=
"50search" name=
"50search"></a> <!-- = = = = separator = = = = -->Quick search for list
</h3>
95 <td>For more detail on this, please
<a href=
"use-tipsandtricks.html#listsearch">click here
</a>.
</td>
96 <td><img class=
"gtkshot" src=
"images/tip-listsearch.png"></td>
99 <p class=
"top"><a href=
"#top">↑ Back to Top
</a></p>
100 </div><!-- = = = = separator = = = = -->
101 <h2>New features in v4.6
</h2>
102 <div class=
"rounded content">
103 <h3><a id=
"46search" name=
"46search"></a> <!-- = = = = separator = = = = -->Quick search for transaction
</h3>
104 <table class=
"t2col">
107 <p>In the transaction window, right to the balance you will now find a quick search input to fast filter transaction based on text column.
</p>
108 <p>The search apply to all columns except status, date and amount columns.
</p>
110 <td><img class=
"gtkshot" src=
"images/46search.png"></td>
113 <p class=
"top"><a href=
"#top">↑ Back to Top
</a></p>
115 <div class=
"rounded content">
116 <h3><a id=
"46fiscyear" name=
"46fiscyear"></a> <!-- = = = = separator = = = = -->Configure fiscal year boundaries
</h3>
117 <table class=
"t2col">
120 <p>Starting
4.6, you can define your fiscal year start/end date.
</p>
121 <p>Previously the fiscal year was aligned to the calendar year, starting on
1st january and ending on
31 december.
</p>
123 <td><img class=
"gtkshot" src=
"images/46fiscyear.png"></td>
126 <p class=
"top"><a href=
"#top">↑ Back to Top
</a></p>
128 <div class=
"rounded content">
129 <h3><a id=
"46schedwe" name=
"46schedwe"></a> <!-- = = = = separator = = = = -->Scheduled transaction date before or after weekend
</h3>
130 <table class=
"t2col">
133 <p>Insert a scheduled transaction can be controlled to avoid insert on weekend and to automatically change the date to before or after.
</p>
135 <td><img class=
"gtkshot" src=
"images/46schedwe.png"></td>
138 <p class=
"top"><a href=
"#top">↑ Back to Top
</a></p>
140 <div class=
"rounded content">
141 <h3><a id=
"46schedplay" name=
"46schedplay"></a> <!-- = = = = separator = = = = -->Ability to individually play scheduled transactions from the list
</h3>
142 <table class=
"t2col">
145 <p>You now have
2 buttons below the scheduled list on the main window, one to Skip, one to Post, and this for every scheduled you want to manage manually.
</p>
146 <p>If the scheduled transaction can be posted as it, it will be, otherwise if the amount or target account is not pre-filled, you will be prompted with the transaction dialog to make any changes before posting the transaction.
</p>
148 <td><img class=
"gtkshot" src=
"images/use-scheduled2.png"></td>
151 <p class=
"top"><a href=
"#top">↑ Back to Top
</a></p>
152 </div><!-- = = = = separator = = = = -->
153 <h2>New features in v4.5
</h2>
154 <div class=
"rounded content">
155 <h3><a id=
"language" name=
"language"></a> <!-- = = = = separator = = = = -->Ability to change language
</h3>
156 <p>You can now select a different language than the one of your system !
</p>
157 <p class=
"top"><a href=
"#top">↑ Back to Top
</a></p>
159 <div class=
"rounded content">
160 <h3><a id=
"mainreport" name=
"mainreport"></a> <!-- = = = = separator = = = = -->Where your money goes
</h3>
161 <p class=
"argument">Top
5 Spending report !
</p>
162 <table class=
"t2col">
165 <p>Top
5 spending category new report can be optionally displayed into the main window. The date range can be configured within the preferences, and changed main-window too.
</p>
167 <td><img class=
"gtkshot" src=
"images/45topsending.png"></td>
170 <p class=
"top"><a href=
"#top">↑ Back to Top
</a></p>
172 <div class=
"rounded content">
173 <h3><a id=
"txnsplit" name=
"txnsplit"></a> <!-- = = = = separator = = = = -->Category split for transactions
</h3>
174 <table class=
"t2col">
177 <p>This is a long time wish which is now possible into HomeBank. You can split non internal transfer up to
10 categories. A new button was added on the right of the amount widget into the transaction dialog.
</p>
179 <td><img class=
"gtkshot" src=
"images/45txnsplit.png"></td>
182 <p class=
"top"><a href=
"#top">↑ Back to Top
</a></p>
184 <div class=
"rounded content">
185 <h3><a id=
"accflt" name=
"accflt"></a> <!-- = = = = separator = = = = -->New filters for account window
</h3>
186 <p>The account window now have a new filter / information bar.
</p>
187 <p><img class=
"gtkshot" src=
"images/45accfilter.png"></p>
188 <p>Here is a description from left to right:
</p>
190 <li>Account title
</li>
191 <li>Date range filter
</li>
192 <li><strong>Type filter
</strong>: expense, income
</li>
193 <li><strong>Status filter
</strong>: uncategorized, unreconciled
</li>
194 <li>Reset filter button
</li>
195 <li>Number of items displayed with total amount
</li>
196 <li>Number of transaction selected and the amount sum
</li>
198 <p class=
"top"><a href=
"#top">↑ Back to Top
</a></p>
200 <div class=
"rounded content">
201 <h2><a id=
"schedul" name=
"schedul"></a> <!-- = = = = separator = = = = -->Scheduled append until a day of month
</h2>
202 <p>You can now insert transaction within a specific day in the next month.
<br>
203 So for example, you can add until the
28th of each month, the selected date excluded, which mean transaction that should occurs on
28 will not be inserted.
</p>
204 <p>You can keep the previous behavior to add xx days into the future from today's date.
</p>
205 <p class=
"top"><a href=
"#top">↑ Back to Top
</a></p>