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

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## Interface

### General

Color the amounts | specify if amounts should be displayed with colors below
Color the background of future transaction | specify if future transaction renders with a color background

Grid line

specify the list grid line option:

- None
- Horizontal
- Vertical
- Both

### Charts options

Smaller legend font | set the font for scale and legend to be smaller

### Deprecated

Tool-bar | tool-bar style to be used

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## Theming

### Theme

On GNU/Linux OS, HomeBank will follow the dark scheme preference if available

Dark mode | GNU/Linux only will indicate the system preference: no preference, prefer dark, prefer light
Use dark mode if available | GNU/Linux: use dark mode when system has no preference, this will not work otherwise For other OS this enable to switch to theme dark mode, if available.

### Icons

Icon theme | default icon theme, to be enriched in the future
Use symbolic icons if available | as it describe, will use symbolic icons if available

### GTK settings

Override | Enable to override the font size
Font size | Define the font size

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## Color

### Chart

Palette

Set the default color scheme to be applied for charts

- HomeBank
- Money
- SAP
- Quicken
- Office 2010
- Office 2013
- Analytics
- YNAB

### Others

Uses colors from the chart palette | specify if amounts should be displayed with colors below
Expense | color to uses for expense
Income | color to uses for income
Warning | color to uses for amount in warning (overdrawn)
Background future | color to uses for background future transaction

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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 meter | 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

### General

Always show remind | set the remind transaction to always be display (ignore filters)
Always show void | set the void transaction to always be display (ignore filters)
Include remind into balance and report | set the remind transaction amount to be computed into the balance, ignored otherwise

### Safety

Lock reconciled for any changes | set the default value for the lock reconciled for any change of the main window
Approve additions before last reconciliation | set pending status for transaciton you input before last reconciled date of an account
Approve addition before XX days before today's date | set pending status for transaction you input past XX days

### Ledger 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

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## Dialog

### Transaction dialogue

Keep the last date when multiple add | When you add several transaction to the chain, set the date to be kept when: - you use the [Add] button from a Transaction dialog in Add mode - Inherit a transaction from an Account window
Enable memo autocomplete with [xxx] rolling days | Collect and propose memo for autocomplete or not and 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
Show confirmation text for 5s | Will show 5 seconds added confirmation text into the transaction dialog
Show template list when edit | this will show the template dropdown list when you edit a transaction

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## Transfer

### Behavior

When adding, always show selection action for target dialog | this will force to show target dialog when you add a transfer
Date gapto find a target: [xx] days | Define the number of +/- days to search for a target transaction for transfer

### Synchronize

Date | this will force to sync the date of the transfer source and destination when you change it
Status | this will force to sync the status of the transfer source and destination when you change it

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## Payment

### Payment shows & chooses

This list enables you to select what payment mode to show/hide and in which order !

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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

### Main window reports

Max items | default number of slice for the pie chart of the main window reports

### Initial filter

Range | Set the default range to be used for account window

### 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
Include transfer | set the internal transfer to be included into the computing of the report

### Budget options

Show details | set the detail toggle on the budget window to default be checked
Exclude subcategories... | option not to consider subcategories with no budget as unbudgeted if parent category has budget

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## Forecast

Enable forecast | to activate the forecast
Month number: [xx] | the number of month to forecast

The forecast is based on scheduled transaction, and appear with condition, see the forecast lexicon section for more details.

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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

Backup frequency is once a day, see the backup lexicon section for more details.

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## Folders

When you change those folders, HomeBank will not move nor copy files, including any current opened file.

These folders are the location that the file selector will use as a default when it opens.
If you want to change the location of your files, change it to the filesystem first, then change it here.

### HomeBank files

Wallets | 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.
Preset | preselect of parameters for this tab

### Configuration

A remind of the country is displayed

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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## Advanced

### Currency API

Url | the url of the rate API default value is: https://api.frankfurter.app/latest
Key | the free or paid apikey for other compatible API such as fixer or exchangerate

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