Add transactions
The transaction will be the heart of your accounting activity, so
it is important to know exactly how HomeBank enable you to manipulate
transaction and especially how can it make your life easier with that
!
Here is a list of possible way to add transaction into HomeBank:
- add manually,
enter a specific transaction or use the bookmark (Archives)
- inherit, which
mean duplicate from an already existing transaction
- import
from a file from your bank or other software in QIF, OFX or CSV
format,
- schedule the recurrent
transactions (Archives automated)
:: Add manually
This can be done from the main window and the account window
- select the Transaction/Add menu
- click on the Add tool-bar button.
Note: you can then fill
the transaction from an archive (bookmarked transaction)
:: Inherit (duplicate from a transaction)
This can be done from the account window only.
- select the transaction to
duplicate
- click on the Inherit tool-bar
button
- change the needed value
- validate one or more iteration
:: Tips & tricks
1 Create archives from existing
transaction
It is possible to create archives from existing transactions:
- select the source transactions
- select the 'Create archive' menu
- it's magic
2 Multiple field edition at once
This is another very interesting feature. Please read
here for how to proceed
3 Remind state
This is to remind you when you lent money and don't want to forget
about it.
The remind transactions are never computed into the
balances or statistics and are always displayed.