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HomeBank User manual
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-
<div class="title">
- <h1>Main window</h1>
-
-
- <p>The main window is the basis of most of the HomeBank actions. It is the first
- displayed window when you launch HomeBank. Closing this main window will close HomeBank,
- after a warning if the some unsaved changed are pending..
- </p>
-
- </div>
-
+ <h1>Main window</h1>
+ <p>The main window is the basis of most of the HomeBank actions. It is the first displayed window when you launch HomeBank. Closing this main window will close HomeBank, after a warning if the some unsaved changed are pending..</p>
+ </div>
<div class="rounded content">
-
- <div class="gtkshot right"><img src="images/win-main1.png"></div>
-
- <h2><img src="images/1.png" name="graphics5" align="bottom"
- width="12" height="12" border="0" id="graphics5"> Menu</h2>
-
- <p>The menu is the main start point of most HomeBank actions.</p>
-
- <h2><img src="images/2.png" name="graphics6" align="bottom"
- width="12" height="12" border="0" id="graphics6"> Toolbar</h2>
-
- <p>The toolbar provides easy mouse shortcut for some of the menu.
- All tool button have a tool tip that will help you know what
- action will be launched when you click on the tool button.</p>
-
- <h2><img src="images/3.png" name="graphics7" align="bottom"
- width="12" height="12" border="0" id="graphics7"> Your
- accounts</h2>
-
- <p>The list show you a summary of every account in the wallet. To
- open an account, and show its transactions, you can double-click
- on it, or use the toolbar, or the menu.</p>
-
- <p>The status column indicate the change made to an account:</p>
-
- <ul>
- <li><img src="images/win-main_added.png" name="graphics9" align=
- "bottom" width="16" height="16" border="0" id="graphics9">
- transactions added</li>
-
- <li><img src="images/win-main_edited.png" name="graphics10"
- align="bottom" width="16" height="16" border="0" id=
- "graphics10"> transactions modified</li>
- </ul>
-
- <p>The balance area contains the balance summary of the wallet
- (all accounts), see <a href="misc-balance.html">this page</a> for
- details. If the minor option is checked in the preferences, a
- minor toggle button appear here, see <a href="misc-minor.html">this
- page</a> for details.</p>
-
- <h2><img src="images/4.png" name="graphics8" align="bottom"
- width="12" height="12" border="0" id="graphics8"> Where your
- money goes</h2>
-
- <p>The small report show you the top 5 category spending for a
- predefined period. You can define the default period from the
- preferences and change into this main window when needed.</p>
-
- <p>The top 5 categories are showed, with amount and rate, also a
- total balance for the period is displayed. And of course a nice
- pie chart !</p>
-
- <h2><img src="images/5.png" name="graphics11" align="bottom"
- width="12" height="12" border="0" id="graphics11"> Scheduled
- transactions (next occurrence)</h2>
-
- <p>This list displays the next occurrence of scheduled (automated)
- transaction and their state, especially:</p>
-
- <ul>
- <li>next occurrence date</li>
-
- <li>remaining days</li>
- </ul>
-
- <p>This remaining day count is negative if the transaction
- insertion is overdue.</p>
-
- </div>
-
-
+ <div class="gtkshot right"><img src="images/win-main1.png"></div>
+ <h2>Drop files</h2>
+ <p>You can drop one HomeBank file at a time(.XHB) to load it.<br>
+ You can also drop one or several files to import (.OXF, .QFX, .QIF or .CSV).</p>
+
+ <h2><img align="bottom" border="0" height="12" id="graphics5" name="graphics5" src="images/1.png" width="12"> Menu</h2>
+ <p>The <a href="menu-main.html">menu</a> is the main start point of most HomeBank actions.</p>
+ <h2><img align="bottom" border="0" height="12" id="graphics6" name="graphics6" src="images/2.png" width="12"> Tool-bar</h2>
+ <p>The tool-bar provides easy mouse shortcut for some of the menu. All tool button have a tool tip that will help you know what action will be launched when you click on the tool button.</p>
+ <h2><img align="bottom" border="0" height="12" id="graphics7" name="graphics7" src="images/3.png" width="12"> Your accounts</h2>
+ <p>The list show you a summary of every account in the wallet. It can be grouped by account type or account institution name. To open an account, and show its transactions, you can double-click on it, or use the tool-bar, or the menu.</p>
+ <p>The first column indicate the change made to an account:</p>
+ <ul>
+ <li><img align="bottom" border="0" height="16" src="images/hb-ope-new.png" width="16"> transactions added</li>
+ <li><img align="bottom" border="0" height="16" src="images/hb-ope-edit.png" width="16"> transactions modified</li>
+ </ul>
+ <p>The balance area contains the balance summary of the wallet (all accounts), see <a href="misc-balance.html">this page</a> for details. If the minor option is checked in the preferences, a minor toggle button appear here, see <a href="misc-euro.html">this page</a> for details.</p>
+ <h2><img align="bottom" border="0" height="12" id="graphics8" name="graphics8" src="images/4.png" width="12"> Where your money goes</h2>
+ <p>The small report show you the top 10 category spending for a predefined period. You can define the default period from the preferences and change into this main window when needed.</p>
+ <p>The top 10 categories are showed, with amount and rate, also a total balance for the period is displayed. And of course a nice donut chart !</p>
+ <h2><img align="bottom" border="0" height="12" id="graphics11" name="graphics11" src="images/5.png" width="12"> Scheduled transactions</h2>
+ <p>This list displays the next occurrence of scheduled (automated) transaction and their state, especially:</p>
+ <ul>
+ <li>next occurrence date</li>
+ <li>remaining days</li>
+ </ul>
+ <p>This remaining day count is negative if the transaction insertion is overdue.</p>
+ <p>At the bottom of the list, there is 2 buttons to:</p>
+ <ul>
+ <li>skip the transaction post</li>
+ <li>post the transaction occurrence<br>
+ if the account is unset or the amount of the scheduled transaction is 0, the transaction dialog will pop-up for you to fill these information before posting.</li>
+ </ul>
+ </div>
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