HomeBank User manual

# Statistics report

The statistics report is the main analysis part of HomeBank. Its will allow to focus on your financial flow in the details instantly and dynamically by filtering on every axis and displaying the results for a period.

The main view axis is on Category, Subcategory, Payee, Tag, Month, Year, with a possibility to focus on Expense, Income, or Balance; then a complete filter is also possible on transactions, see the filter dialog for details.

Results are displayed in 3 ways: list-view, bars, pie.
At last, you can display every transactions detail of the selected view (Category, Payee, Month, Year).
A tool-tip will appear on every bar/pie after a little delay,or by pressing the left mouse-button.

## Window call

- from the main window-menu: Reports / Statistics
- from the main window-tool-bar.

## Using statistics report

### Display

For

specify the item the result should be computed for:

- Category
- Subcategory
- Payee
- Tag
- Month
- Year

View | filter the result to: Expense, Income or Balance. Items with no results, or equal to 0 will not be displayed
Zoom X | select the X zoom factor in real time
By amount | sort the result by amount instead of the default order alphabetical for Category/Payee or chronological for Month/Year

### Date filter

Range | fast select a date with predefined range
From / To | specify date bound limit to restrict the results to

### Tool-bar

The tool-bar is the main control of the display. All tool-button have a tool-tip that will help you know what action will be launched when you click on the tool-button.

### Total

This is the total of columns of the list-view for: Expense, Income, Balance.

### Result list / Bar chart / Pie chart

The result list display the computed amounts according to the current selection and filter.

### Transaction detail list

The transaction detail list will show every transaction of the selected item in the above result list.
By default it is not visible. Use the tool-bar 'Toggle detail' button for changing this.
You can also default keep it visible in the Preference dialog