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
Append scheduled transactions | append scheduled transaction to accounts when HomeBank start

### Main window reports

Date range | default range initial value for the main window reports

### Files folder

Default | default folder to load/save HomeBank files

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## Interface

### General

Tool-bar | tool-bar style to be used

### Treeview

Show rules hint | specify if the alternate lines colors should be used for tree-view/list-view

### Amount colors

Uses custom colors | specify if amounts should be displayed with colors below
Preset | contains some Tango color preset to fast set the amount colors
Expense | color used for expense
Income | color used for incomes
Warning | color used for amount in warning (overdrawn)

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## Transactions

### Transaction window

Date range | Set the default range to be used for account window
Hide reconciled transaction | set the filter for account window not to default show reconciled transactions

### Multiple add

Keep the last date | Set the date to be kept when you add several transaction successively

### Column list

Here you can show/hide columns to be displayed in transaction list.

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## Display format

### Date options

Date format | display format used for date
| A date sample is displayed

### Numbers options

Prefix symbol | Symbol that prefix the amount
Suffix symbol | Symbol that suffix the amount
Decimal char | Character to be used as decimal separator
Grouping char | Character to be used as grouping separator
Frac digits | Number of digits after decimal separator
| An amount sample is displayed

### Measurement units

Use Imperial units | Display vehicle cost result with imperial units (no conversion, just label).

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## Import/Export

### Date options

Date order

set the default date order for file import

- d-m-y
- m-d-y
- y-m-d

### OFX/QFX options

Memo field | define what to do for memo field during import: ignore, add to memo, add to info.

### Files folder

Import | default folder to load files to import
Export | default folder to save files to export

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## Report

### Initial filter

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

### Chart options

Color scheme

Set the default color scheme to be applied for charts

- MS Money
- Quicken
- Google Analytics
- Excel 2010

### 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

### Budget options

Show details | set the detail toggle on the budget window to default be checked

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## Euro minor

### General

Enable | enable euro minor currency support in HomeBank. see minor currency for more details.
Fill from | preselect of parameters for this tab
Country | remind of the filled country from
Value | change rate, value of 1 euro in your old country currency

### Numbers format

Prefix symbol | Symbol that prefix the amount
Suffix symbol | Symbol that suffix the amount
Decimal char | Character to be used as decimal separator
Grouping char | Character to be used as grouping separator
Frac digits | Number of digits after decimal separator

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