To review the complete list of changes, please use the Help > Release Notes menu from HomeBank program.
New features in v5.7
A cash flow forecast is now available for the following report:
- home report
- statistics report
The capture beside is a graph of this year (2023), with a forecast of 8 months ahead, taken in may 2023.
Read forecast lexicon for more details.
It is now possible to view the budget report over time (month based).
There was also a few changes made to this report:
- a Fulfilled column was added into the listview
- the date range selection is now bounded to:
From: month/year
To: month/year
Chart drill down is now available for report that display categories, including the budget report. It is available as well for donuts chart, than bar chart, and you can also click on the legend text.
If a sub-level is available, the cursor will change to an hand, and you must click to drill.
Then to go back use the breadcrumb and click back on Category.
This new feature, also leads to the removal of Subcategory selection in profit of a 2 level listview onto report, with expand/collapse for categories
The historical Where your money goes, showing the top x spending by category is replaced by 2 report:
A) the total report, which can display the following, you can select using the gear icon button:
The Over Time part of the Statistics report was introduced into v5.3 as a standalone table view.
This version officially introduce the graph part of this waited and powerful feature, so you now have both a Stack bar graph and a 100% Stack bar graph, thus
those two were already released with a back-port since v5.5.4
With this version you also have a Balance mode option when you select the Account as a source
The filters into HomeBank was completely rewritten in preparation for future changes.
A lots of changes have been made to the filter dialog:
Transfer with different currencies are now permitted. When you select transfer type in the Transaction dialog you have an additional amount widget.
this amount is prefilled only when you Add and if:
- the source account is into base currency
- the target currency have a conversion rate
otherwise you have to fill it manually
The Trend Time Report was until now restricted to display one item at a time or all the items.
Now, you have a list of items (Account, Category, Payee, Tag) so that you can use combination of items to be computed and displayed.
The date range widget was redesigned and enriched with a lot of new entries.
It is divided in 2 vertical part and 3 columns.
As some items may become outdated, it is now possible to hide payee/category from the list or drop-down widgets.
For that, new 'eye hide' buttons were added into both the payee dialog and category dialog so you can control what to display or not.
By default also on those dialogs, the count column are hidden as well and a show usage button was added.
This feature enables to lock the reconciled transaction for any changes, this is a missing protection I wanted to add for a while and asked by some users.
By default it will be enabled, but if you want to get back to the actual behavior, you have a preferences into the transaction section as well.
There is also a ON/OFF switch into the account window to quickly enable disable it for quick edit.
At last, when this feature is on, you cannot edit reconciled transaction from any detail report list.
To improve and ease the management of a long list of assignment, some changes have been made to the assignment dialog:
Also you can add an amount into the condition
The report graphic charts can now be printed, or preferably exported as a pdf, and this directly from the report dialog.
There was a lot of changes in 'Your Accounts' list:
You can now override the GTK font size and set the dark theme directly from the preferences.
Like it was possible to create a template from selected transaction into the transaction list, it is now possible to create some assignment as well.
Now you can select several line in the main window scheduled transaction list, and post or skip.
The welcome dialog was reworked: added an icon, re-layout, show next time checkbox to enable or disable to show it at start
The transaction now have a strong type: Expense/Income/Transfer
This bring more clarity, remove the Internal transfer payment mode in profit of the Transfer type. And also the Transfer payment was renamed Bank Transfer.
A free typing group was added so that you can reorganize 'Your account' list in the main window the way you want and independently from the historical account type or institution name.
The first part was ready to deliver into this release, this is the table view which enables to summarize items by interval of:
You can now export the transaction of a single account to a PDF file. This is the first part of the print support into HomeBank.
From the main window transaction menu you can now open a ledger window with all transaction of all accounts.
Most of the action are available here, except:
The import process was completely rewritten starting from zero, with all your wishes in mind. The goal was to enable more flexibility, like import several files at a time and to simplify the access to the option. Adding to this, I added some more duplicate/similar option and a few other refinements. See the import process for details.
A real backup mechanism is now available and enable to create a real backup file once a day, with a configurable occurrence.
A duplicate finder is now available from a single account ledger window in the tools menu. The feature just mark in place the transaction, in bold for the one to keep and strike the potential duplicate called similar.
the similarity is evaluated on: amount, date (+gap).
On each account you can set a default template transaction, so that every time you create a transaction on that account, the template is used.
You can now manage accounts in different currencies. When opening a file from a previous version of HomeBank, you will be prompted to choose a base currency.
Then you can add several currencies with the currencies dialog, update the exchange rate on-line, and assign different currencies to every account.
Take care as the currency formatting option are now in the currencies dialog.
Payee now enables to set some default value for category and payment. So when you add a new transaction, choosing a payee will automatically fill the category and payment. When you edit a transaction, choosing a payee will complete one or both those two fields if they are empty. See the payee dialog.
New capabilities of the automatic assignment are available:
See the assignment dialog.
A cleared status for transaction was added, to enrich the existing status. You now also have a Status column into the transaction list to display a new set of status for transactions.
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| I finally found some time to code a new graph report dedicated to budget, please welcome the stack chart that clarify so much the budget report ! |  |
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In the transaction window, right to the balance you will now find a quick search input to fast filter transaction based on text column. The search apply to all columns except status, date and amount columns. |
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Starting 4.6, you can define your fiscal year start/end date. Previously the fiscal year was aligned to the calendar year, starting on 1st january and ending on 31 december. |
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Insert a scheduled transaction can be controlled to avoid insert on weekend and to automatically change the date to before or after. |
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You now have 2 buttons below the scheduled list on the main window, one to Skip, one to Post, and this for every scheduled you want to manage manually. If the scheduled transaction can be posted as it, it will be, otherwise if the amount or target account is not pre-filled, you will be prompted with the transaction dialog to make any changes before posting the transaction. |
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Top 5 Spending report !
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Top 5 spending category new report can be optionally displayed into the main window. The date range can be configured within the preferences, and changed main-window too. |
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This is a long time wish which is now possible into HomeBank. You can split non internal transfer up to 10 categories. A new button was added on the right of the amount widget into the transaction dialog. |
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The account window now have a new filter / information bar.
Here is a description from left to right:
You can now insert transaction within a specific day in the next month.
So for example, you can add until the 28th of each month, the selected date excluded, which mean transaction that should occurs on 28 will not be inserted.
You can keep the previous behavior to add xx days into the future from today's date.
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