HomeBank User manual

Statistics report

The statistics report is the main analysis part of HomeBank. Its will allow to focus on your financial flow in the details instantly and dynamically by filtering on every axis and displaying the results for a period.
The main view axis is on Category, Subcategory, Payee, Tag, Month, Year, with a possibility to focus on Expense, Income, or Balance; then a complete filter is also possible on transactions, see the filter dialog for details.
By default the internal transfer are not included into the computing of this report. To enable this you have 2 options, set the default preference or you can change with the filter dialog.
Results are displayed in 3 ways: list-view, column chart, donuts chart.
At last, you can display every transactions detail of the selected view (Category, Payee, Month, Year).
A tool-tip will appear on every column/donuts chart after a little delay,or by pressing the left mouse-button.

Window call





Using statistics report

Display

Mode Total: will display the total expense/income/balance for the period
Time: will display the total per interval for the period
View by specify the item the result should be computed for:
  • Category
  • Subcategory
  • Payee
  • Tag
  • Month
  • Half Year
  • Year
Balance mode (view by Account only)
the result will be the balance instead of simple expense income sum.
Zoom X (view bar/stack only)
select the X zoom factor in real time

Specific to Total Mode

Type filter the result to:
  • Expense
  • Income
  • Balance
Items with no results, or equal to 0 will not be displayed
Sort by amount sort the result by amount instead of the default order alphabetical for Category/Payee or chronological for Month/Year

Specific to Time Mode

Interval specify the interval when display mode by Time:
  • Day
  • Week
  • Month
  • Quarter
  • Half Year
  • Year
Forecast enable/disable forecast
See forecast lexicon for more details.

Date filter

Range fast select a date with predefined range
From / To specify date bound limit to restrict the results to

Tool-bar

The tool-bar is the main control of the display. All tool-button have a tool-tip that will help you know what action will be launched when you click on the tool-button. The icon appear or not depending the context.
At the end of the toolbar, there is an export button that enable Result or detail of transaction to copy to clipboard or export into a CSV file

Total

This is the grand total for the period: Expense, Income, Balance.

Result list / Column chart / Donuts chart

The result list display the computed amounts according to the current selection and filter.

Transaction detail list

The transaction detail list will show every transaction of the selected item in the above result list.
The columns visible in that list are those configured in the account window.
By default it is not visible. Use the tool-bar 'Toggle detail' button for changing this.
You can also default keep it visible in the Preference dialog