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

### Fiscal year

Start on | define on which day and month the fiscal year 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

Language | define what language to use for the interface
Tool-bar | tool-bar style to be used
Grid line | specify the list grid line option: None Horizontal Vertical Both

### 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
Show xx days in... | set the number of days to force show future transaction
Hide reconciled transactions | set the filter for account window not to default show reconciled transactions
Always show remind transactions | set the remind transaction to always be display (ignore filters)

### Multiple add

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

### Column list

Set the column to display and their order for the transaction list

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## Display format

### Date options

Date | A date sample is displayed
Customize > Format | display format used for date

### Measurement units

Use miles for meter | use the mile labels and abbreviation for the vehicle cost
Use gallons for fuel | use the gallons labels and abbreviation for the vehicle cost

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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 append to memo append 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

### Charts options

Color scheme | Set the default color scheme to be applied for charts HomeBank Money SAP Quicken Office 2010 Office 2013 Analytics

### 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.

### Currency

A remind of the country is displayed

Fill from | preselect of parameters for this tab

### Exchange rate

1 XXX = | change rate (value of 1 euro in your old national currency)

### Format

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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