HomeBank User manual

# Main window menu

The menu are the main start point of most HomeBank actions. Here is a short description of it:

## File

New | clear all, after a confirmation if change were made to the current wallet
Open... | open a wallet, after a confirmation if change were made to the current wallet
Open Recent | show the list of recent file history there is a Clear menu at the bottom of this list
Save | save the current wallet
Save as... | save the current wallet with a new name
Import... | open the import assistant dialog
Export as QIF... | export all data to QIF format
Revert | revert to the last saved version of the current file
Restore backup | open the dialog to restore a backup of the current file
Properties... | open the properties dialog
Close | close the current wallet
Quit | exit HomeBank

## Edit

Preferences... | open the preferences dialog

## View

Toolbar | Toggle display of the tool-bar
Total chart | Toggle the display of the total chart
Time chart | Toggle the display of the time chart
Bottom lists | Toggle the display of the scheduled/future/remind lists
Minor currency | Display using the euro minor currency

## Manage

Wallet... | open the properties dialog
Accounts... | open the account dialog
Payees... | open the payee dialog
Categories... | open the category dialog
Tags... | open the tag dialog
Scheduled/Template... | open the scheduled/template dialog
Assignments... | open the assignment dialog
Currencies... | open the currency dialog
Budget... | open the budget dialog
Budget (table view)... | open the budget dialog in table view mode

## Transactions

Show all... | open the account window to show all accounts transactions
Show... | open the account window for the selected account
Add... | open the transaction dialog If you select an account from 'Your accounts', it will be preselected in the dialog.
Post scheduled | post any pending scheduled transaction according the current rules
Set scheduler... | open the properties dialog to setup the scheduler

## Reports

Statistics... | open the statistic report
Trend Time... | open the trend time report
Balance... | open the balance report
Budget... | open the budget report
Vehicle cost... | open the vehicle cost report

## Tools

Show welcome dialog... | 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
File statistics... | Open the file statistics dialog, showing the number of account, transaction and so on.
Anonymize... | After a confirmation, this will change every label to anonymize your accounts, payee, categories, memo, etc.

## Help

Contents | Open the local help (on disk)
Get Help Online... | Open a browser to the support page
Check for updates... | Open a browser to the download page
Release Notes | Open the Release notes that keeps any change made to each release
Report a problem | Open a browser to a tutorial on how to report a bug
Translate this Application | Translate to your language (on-line)
About | Open the about dialog