Différences
Ci-dessous, les différences entre deux révisions de la page.
| Prochaine révision | Révision précédente | ||
| logiciel:bureautique:homebank:aide [2022/11/08 19:27] – créée admin | logiciel:bureautique:homebank:aide [2024/07/17 17:52] (Version actuelle) – admin | ||
|---|---|---|---|
| Ligne 224: | Ligne 224: | ||
| {{logiciel: | {{logiciel: | ||
| - | ;d=xxxxxx | + | ? d=xxxxxx |
| :the odometer at refuel time\\ ex.: d=92458 | :the odometer at refuel time\\ ex.: d=92458 | ||
| - | ;v=xx.xx | + | ? v=xx.xx |
| :the fuel volume for a full refuel\\ ex.: v=45.23 | :the fuel volume for a full refuel\\ ex.: v=45.23 | ||
| - | ;v~xx.xx | + | ? v~xx.xx |
| :the fuel volume for a partial refuel\\ ex.: v~15.41 | :the fuel volume for a partial refuel\\ ex.: v~15.41 | ||
| Ligne 477: | Ligne 477: | ||
| === Edit === | === Edit === | ||
| - | | + | |
| :open the preferences dialog | :open the preferences dialog | ||
| === View === | === View === | ||
| - | | + | |
| :Toggle display of the toolbar | :Toggle display of the toolbar | ||
| - | | + | |
| :Toggle the display of the top spending | :Toggle the display of the top spending | ||
| - | | + | |
| :Toogle the display of the scheduled list | :Toogle the display of the scheduled list | ||
| - | | + | |
| :Display using the euro minor currency | :Display using the euro minor currency | ||
| === Manage === | === Manage === | ||
| - | | + | |
| :open the account dialog | :open the account dialog | ||
| - | | + | |
| :open the payee dialog | :open the payee dialog | ||
| - | | + | |
| :open the categories dialog | :open the categories dialog | ||
| - | | + | |
| :open the scheduled/ | :open the scheduled/ | ||
| - | | + | |
| :open the budget dialog | :open the budget dialog | ||
| - | | + | |
| :open the assignment dialog | :open the assignment dialog | ||
| === Transactions === | === Transactions === | ||
| - | | + | |
| :open the account window for the selected account | :open the account window for the selected account | ||
| - | | + | |
| :open the transaction dialog | :open the transaction dialog | ||
| - | | + | |
| :open the properties dialog to setup the scheduler | :open the properties dialog to setup the scheduler | ||
| - | | + | |
| :post any pending scheduled transaction according the current rules | :post any pending scheduled transaction according the current rules | ||
| === Reports === | === Reports === | ||
| - | | + | |
| :open the statistic report | :open the statistic report | ||
| - | | + | |
| :open the trend time report | :open the trend time report | ||
| - | | + | |
| :open the balance report | :open the balance report | ||
| - | | + | |
| :open the budget report | :open the budget report | ||
| - | | + | |
| :open the vehicle cost report | :open the vehicle cost report | ||
| === Tools === | === Tools === | ||
| - | | + | |
| :Open the first start using HomeBank dialog, like you were using HomeBank for the first time. This will let you choose among several action to perform, like creating a blank account | :Open the first start using HomeBank dialog, like you were using HomeBank for the first time. This will let you choose among several action to perform, like creating a blank account | ||
| - | | + | |
| :Open the file statistics dialog, showing the number of account, transaction and so on. | :Open the file statistics dialog, showing the number of account, transaction and so on. | ||
| - | | + | |
| :After a confirmation, | :After a confirmation, | ||
| === Help === | === Help === | ||
| - | | + | |
| :Open the local help (on disk) | :Open the local help (on disk) | ||
| - | | + | |
| :Ask a question to the community (online) | :Ask a question to the community (online) | ||
| - | | + | |
| :Translate to your language (online) | :Translate to your language (online) | ||
| - | | + | |
| :Report a bug (online) | :Report a bug (online) | ||
| - | | + | |
| :Open the about dialog | :Open the about dialog | ||
| Ligne 558: | Ligne 558: | ||
| === Account === | === Account === | ||
| - | | + | |
| :export transaction to a QIF file | :export transaction to a QIF file | ||
| - | | + | |
| :export transaction to a CSV file, see CSV file format | :export transaction to a CSV file, see CSV file format | ||
| - | | + | |
| :close the account window | :close the account window | ||
| === Transaction === | === Transaction === | ||
| - | | + | |
| :open the transaction dialog in Add mode | :open the transaction dialog in Add mode | ||
| - | | + | |
| :open the transaction dialog pre-fill it with the selected transaction | :open the transaction dialog pre-fill it with the selected transaction | ||
| - | | + | |
| :open the transaction dialog in Edit mode | :open the transaction dialog in Edit mode | ||
| - | | + | |
| :change the status to none => confirmation will be asked if already Reconciled | :change the status to none => confirmation will be asked if already Reconciled | ||
| - | | + | |
| :toggle cleared state if possible => no effect on a Reconciled transaction | :toggle cleared state if possible => no effect on a Reconciled transaction | ||
| - | | + | |
| :toggle reconciled state if possible => confirmation will be asked if already Reconciled | :toggle reconciled state if possible => confirmation will be asked if already Reconciled | ||
| - | | + | |
| :create some template from the selected transaction(s) | :create some template from the selected transaction(s) | ||
| - | | + | |
| :delete the selected transaction(s) | :delete the selected transaction(s) | ||
| === Actions === | === Actions === | ||
| - | | + | |
| :run automatic assignment rules on the current account, see automatic assignments | :run automatic assignment rules on the current account, see automatic assignments | ||
| === Tools === | === Tools === | ||
| - | | + | |
| :open the filter dialog | :open the filter dialog | ||
| - | | + | |
| :After a confirmation, | :After a confirmation, | ||
| Ligne 1146: | Ligne 1146: | ||
| === Transaction === | === Transaction === | ||
| - | | + | |
| :format must be DD-MM-YY | :format must be DD-MM-YY | ||
| - | | + | |
| :from 0=none to 10=FI fee | :from 0=none to 10=FI fee | ||
| - | | + | |
| :a string | :a string | ||
| - | | + | |
| :a payee name | :a payee name | ||
| - | | + | |
| :a string | :a string | ||
| - | | + | |
| :a number with a ' | :a number with a ' | ||
| - | | + | |
| :a full category name (category, or category: | :a full category name (category, or category: | ||
| - | | + | |
| :tags separated by space | :tags separated by space | ||
| :tag is mandatory since v4.5 | :tag is mandatory since v4.5 | ||
| Ligne 1167: | Ligne 1167: | ||
| <code -> | <code -> | ||
| - | 15-02-04;0;;;Some cash;-40,00;Bill: | + | 15-02-04?0???Some cash?-40,00?Bill: |
| - | 15-02-04;1;;;Internet DSL;-45,00;Inline service/ | + | 15-02-04?1???Internet DSL?-45,00?Inline service/ |
| ... | ... | ||
| </ | </ | ||
| Ligne 1174: | Ligne 1174: | ||
| === Budget === | === Budget === | ||
| - | | + | |
| : | : | ||
| - | | + | |
| : = monthly | : = monthly | ||
| - | | + | |
| : = month value | : = month value | ||
| - | | + | |
| :the category name | :the category name | ||
| - | | + | |
| : | : | ||
| - | | + | |
| : if the type is monthly | : if the type is monthly | ||
| - | | + | |
| : if type month value | : if type month value | ||
| Ligne 1192: | Ligne 1192: | ||
| <code -> | <code -> | ||
| - | *;Fuel; | + | *?Fuel; |
| - | ;Domestic animals; | + | ? Domestic animals; |
| *; | *; | ||
| ... | ... | ||
| Ligne 1200: | Ligne 1200: | ||
| === Category === | === Category === | ||
| - | | + | |
| : | : | ||
| - | | + | |
| : = category | : = category | ||
| - | | + | |
| : = subcategory | : = subcategory | ||
| - | | + | |
| : | : | ||
| ? - | ? - | ||
| Ligne 1212: | Ligne 1212: | ||
| ? + | ? + | ||
| : = income | : = income | ||
| - | | + | |
| :the category name | :the category name | ||
| Ligne 1227: | Ligne 1227: | ||
| === Payee === | === Payee === | ||
| - | | + | |
| :the name of the payee | :the name of the payee | ||
