The preferences dialog can be accessed from the main window menu, as Edit-Preferences. It lets you customize many aspects of the way HomeBank works.
The following sections detail the settings that you can customize, and what they affect.
| Show splash screen | display a splash screen when HomeBank start |
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| Load last opened file | load the last opened file when HomeBank start |
| Post pending scheduled transactions | append scheduled transaction to accounts when HomeBank start |
| Update currencies on-line | trigger a on-line update for currencies exchange rate start |
| Max items | default number of slice for the pie chart of the main window reports |
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| Tool-bar | tool-bar style to be used |
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| Grid line |
specify the list grid line option:
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| Icon theme | default icon theme, to be enriched in the future |
| Override font size | Enable and define the font size for GTK |
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| Dark theme | On GNU/Linux OS, HomeBank will follow the dark scheme preference if available, and
this option will be used ONLY if it is set to DEFAULT mode which is light, to enable force to dark mode. For other OS this enable to switch to theme dark mode, if available. |
| Uses custom colors | specify if amounts should be displayed with colors below |
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| Preset | contains some Tango color preset to fast set the amount colors |
| Expense | color used for expense |
| Income | color used for incomes |
| Warning | color used for amount in warning (overdrawn) |
| Language | define what language to use for the interface |
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| Date display | A date sample is displayed |
| Customize | the format used to display the date the input format rely on your system option, you can see this FAQ.
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| Start on | define on which day and month the fiscal year start |
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| Use miles for meter | use the mile labels and abbreviation for the vehicle cost |
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| Use gallon for fuel | use the gallon labels and abbreviation for the vehicle cost |
| Range | Set the default range to be used for account window |
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| Show future [xx] days ahead | set the number of days to force show future transaction Please note the addition is only effective when the range is: THISMONTH, THISQUARTER, THISYEAR LAST30DAYS, LAST60DAYS, LAST90DAYS, LAST12MONTHS |
| Hide reconciled | set the filter for account window not to default show reconciled transactions |
| Always show remind | set the remind transaction to always be display (ignore filters) |
| Always show void | set the void transaction to always be display (ignore filters) |
| Include remind into balance and report | set the remind transaction amount to be computed into the balance, ignored otherwise |
| Lock reconciled for any changes | set the default value for the lock reconciled for any change of the main window |
| Keep the last date when multiple add |
When you add several transaction to the chain, set the date to be kept when: - you use the [Add] button from a Transaction dialog in Add mode - Inherit a transaction from an Account window |
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| Enable memo autocomplete with [xxx] rolling days | Collect and propose memo for autocomplete or not and define how many days into the past to grab memo for autocomplete, if for example 30 days, you will only see the last 30 days autocomplete memo |
| Show confirmation text for 5s | Will show 5s added confirmation text into the transaction dialog |
 Show template list when edit |
this will show the template dropdown list when you edit a transaction |
| Show action for target creation dialog for Add |
this will force to show target dialog when you add a transfer |
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| Transfer target date tolerance [xx] days | Define the number of +/- days to search for a target transaction for transfer |
| Sync transfer status |
this will force to sync the status of the transfer src and dst when you change it |
| Date order |
set the default date order for file import
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| Sentence case memo/payee | will change the case for memo and payee (lowercase starting with a capital letter) |
| OFX Name |
define what to do for name field during import:
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| OFX Memo |
define what to do for memo field during import:
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| Import memos | to import the M field from files |
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| Swap memos with payees | to swap M and P field from files |
| Separator | change the separator for transaction import between: Tab, Comma, Semicolon, Space |
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| Range | Set the default range to be used for account window |
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| Color scheme |
Set the default color scheme to be applied for charts
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| Smaller legend font | set the font for scale and legend to be smaller |
| Show by amount | set the by amount toggle on the statistics window to default be checked |
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| Show rate column | set the rate column to be displayed by default |
| Show details | set the detail toggle on the statistics window to default be checked |
| Include transfer | set the internal transfer to be included into te computing of the report |
| Show details | set the detail toggle on the budget window to default be checked |
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| Enable forecast | to activate the forecast |
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| Month number: [xx] | the number of month to forecast |
The forecast is based on scheduled transaction, and appear with condition, see the forecast lexicon section for more details.
| Enable automatic backups | to activate backup of your .xhb files |
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| Number of backups to keep [xx] | the number of backups to keep |
Backup frequency is once a day, see the backup lexicon section for more details.
When you change those folders, HomeBank will not move nor copy files, including any current opened file.
These folders are the location that the file selector will use as a default when it opens.
If you want to change the location of your files, change it to the filesystem first, then change it here.
| Wallets | default folder to load/save HomeBank files |
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| Backups | default folder to load/save HomeBank backup files |
| Import | default folder to load files to import |
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| Export | default folder to save files to export |
| Enable | enable Euro minor currency support in HomeBank. see minor currency for more details. |
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A remind of the country is displayed
| Fill from | preselect of parameters for this tab |
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| 1 XXX = | change rate (value of 1 Euro in your old national currency) |
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| Symbol | Symbol that prefix the amount |
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| Is prefix | define is the symbol is a prefix symbol |
| Decimal char | Character to be used as decimal separator |
| Frac digits | Number of digits after decimal separator |
| Grouping char | Character to be used as grouping separator |
