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..

## 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

The list show you a summary of every account in the wallet. To open an account, and show its transactions, you can double-click on it, or use the toolbar, or the menu.

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.

## Where your money goes

The small report show you the top 5 category spending for a predefined period. You can define the default period from the preferences and change into this main window when needed.

The top 5 categories are showed, with amount and rate, also a total balance for the period is displayed. And of course a nice pie chart !

## Scheduled transactions (next occurrence)

This list displays the next occurrence of scheduled (automated) transaction and their state, especially:

- next occurrence date
- remaining days

This remaining day count is negative if the transaction insertion is overdue.

At the bootom of the list, there is 2 buttons to:

- skip the transaction post
- post the transaction occurrence
  if the account is unset or the amount of the scheduled transaction is 0, the transaction dialog will popup for you to fill these information before posting.