The account interface

This is the window opened when you have clicked onto an Account or pushed the edit button in the main window. It is the basis of every actions dealing with operations and accessible using a set of menus, and for the most frequent action from the toolbar. The display is a general view of an account which include operations and balances of the selected account.

Go to: Balances | Operation list | Toolbar | Menus


Balances

Minor toggle the display to the minor currency. This gadget is only useful for Europeans in the euro area and is only showed if you have checked the Enable Euro in the preferences.
Bank represents the balance of all the validated operations.
(should be equal to the balance printed in the last bank statement you have checked)
Today

represents the balance of validated or unvalidated operations until today.
(should be the operations saised since the last bank statement)

Future represents the balance of every operations.
(should be different if you have saised future operations)

Operation list

Adjusting the display
You can adjust the filter by opening the filter window, using the Toolbar or from the Edit menu.
You can adjust the sort criteria of the operation list by opening the sort window, clicking on any column title of the list.
You can adjust the default filter and the default sort criteria in the HomeBank preferences.

Simple edit
When a single operation is active, the doubleclic open the Operation window like if you had used the Edit action with the toolbar/Edi. or with the Operation/Edit menu.

Multiple edit
You have the ability to edit a specific column for several operations. Select more than one opperation to be edited (usually using the shift key) and while keeping shift key pressed, doubleclic on last operation but in the wanted column to be edited. A small window appear with the gadget(s) corresponding to the column, initialised value of the doubleclicked operation.

Status column
The status column mainly displays the validated state of each operation, and it also display the state changes of each operations. Here is the meanning of each icon:
added indicate a new operation
changed indicate a change
validated indicate the operation is validated
remind indicate the operation is in remind state

Help bubble
Another feature of the operation list is to display informations about the contents of the list or the current selection. This feature is optional and can be activated in the HomeBank preferences

-> any or 1 line is active,
then the bubble shows the
display informations:

-> 2 lines or more are selected,
then the bubble shows the sum
of the selected operations:

Toolbar

See the description of the menu below.

The menus

Filter... Open the Filter window.
Cut Cut the selected operation(s)
Copy Copy the selected operation(s)
Paste Paste previously cutted/copied operation(s)
Select
  All Select all operation
  None Clear the selection
  Invert Invert the selection

Add... Open Operation window in add mode, all fields are clear.
Inherit... Open Operation window in inherit mode, fields are inherited from the active operation.
Edit... Open Operation window in edit mode.
Remove Remove an operation from the account.
(De)Validate Toggle the operation state between validated or devalidated.
Create archive(s) Create an archive with the active operation.

Import csv... Import a CSV format file into the current account.
Export as csv... Export the current visible operation from the account as CSV format file.

the cvs format is (see operation if necessary):

1 date format should be DD-MM-YY
2 mode an integer from 0=none to 5=personal transfert
3 info a string (16car max.)
4 wording a string (32car max.)
5 amount a number with a '.' as decimal seperator, ex: -24.12 or 36.75
6 group only for export, the group name.