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.

### Toolbar

The toolbar 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

listview
This list shows a summary of every active account in the wallet. It can be grouped by:

- type
- group
- institution

In the pop menu button, there is a 'Show all' option available to temporary display account excluded of the account summary.

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.

actions buttons

- open website: if the account have an url
- edit account: shortcut to edit the account
- expand all
- collapse all
- menu

- Copy to clipboard
- Print
- Group by: type / group / institution
- Show all

To show/hide balance columns: right click on the knob in the first column header
To open an account, and show its transactions, you can double-click on it, or use the tool-bar, or the menu. If you select and account and open the add dialog, it will preset the add to this account.

tooltip
When you hover an account, depending on the data available and balance and overdraft/maximum settings, a tooltip will be displayed as follow:

> Account Name
> last reconciled: the last date this account was reconciled
> amount until overdraft (overdraft amount limit)
> amount before maximum (maximum amount limit)

### Total chart

The total report display total of Spending/Revenue or raw Expense/Income for the selected date range, you can select using the gear icon button:

-- Top by --

- Category
- Payee
- Account

-- Balance --

- Account
- Account group

Raw Amount:
By default the compute is Spending/Revenue which is based on the category sign of each transaction/split, it is ignored if no category. If you tick this option, the compute switch to raw Expense/Income based on each transaction/split amount sign.

You can define the default period and the X into the preferences and change into this main window when needed.

Depending on the space available, amount and rate are displayed with the legend, also a total balance for the period is displayed. And of course a nice donuts chart !

### Time chart

The time report display month total by month Spending/Revenue or raw Expense/Income for the selected date range, you can select using the gear icon button:

- Spending
- Revenue
- Spending & Revenue

-- Balance --

- Account
- Account group
- Global

Raw Amount:
By default the compute is Spending/Revenue which is based on the category sign of each transaction/split, it is ignored if no category. If you tick this option, the compute switch to raw Expense/Income based on each transaction/split amount sign.

This report also show a forecast, when it is enables and in date junction, see forecast lexicon for more details.

### Bottom transaction lists

#### Scheduled

This list displays the next occurrence of scheduled (automated) transaction and their state, please read the scheduled transaction usage section for more details.
There is also a menu to copy to clipboard, or print.

#### Future / Remind

Those 2 lists are filtered display of All transaction window, showing respectively:
- any future transaction, future means date > today's
- any transaction in remind status
In order to keep consistency, the columns choose, order and width inherits from the settings you made in 'All transaction'/Ledger window.