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
Save | save the current wallet
Save as... | save the current wallet with a new name
Revert | revert to the last saved version of the current file
Properties... | open the properties dialog
Import... | QIF file... OFX/QFX file... CSV file... all these will open the import assistant dialog
Export QIF file | export all data's to QIF format
Close | close the current wallet
Quit | exit HomeBank

## Edit

Preferences... | open the preferences dialog

## View

Toolbar | Toggle display of the toolbar
Top spending | Toggle the display of the top spending
Scheduled list | Toogle the display of the scheduled list
Minor currency | Display using the euro minor currency

## Manage

Accounts... | open the account dialog
Payees... | open the payee dialog
Categories... | open the categories dialog
Scheduled/Template... | open the scheduled/template dialog
Budget... | open the budget dialog
Assignments... | open the assignment dialog

## Transactions

Show... | open the account window for the selected account
Add... | open the transaction dialog
Set scheduler... | open the properties dialog to setup the scheduler
Post scheduled | post any pending scheduled transaction according the current rules

## 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 | Ask a question to the community (online)
Translate this Application | Translate to your language (online)
Report a problem | Report a bug (online)
About | Open the about dialog