HomeBank User manual

# Main window

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..

## Drop files

You can drop one HomeBank file at a time(.XHB) to load it.
You can also drop one or several files to import (.OXF, .QFX, .QIF or .CSV).

## Menu

The menu is the main start point of most HomeBank actions.

## Tool-bar

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.

## Your accounts

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.

The first column indicate the change made to an account:

- transactions added
- transactions modified

The balance area contains the balance summary of the wallet (all accounts), see this page for details. If the minor option is checked in the preferences, a minor toggle button appear here, see this page for details.

## Where your money goes

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.

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 !

## Scheduled transactions

This list displays the next occurrence of scheduled (automated) transaction and their state, especially:

- next occurrence date
- remaining days

This remaining day count is negative if the transaction insertion is overdue.

At the bottom of the list, there is 2 buttons to:

- skip the transaction post
- post the transaction occurrence
  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.