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.
Results are displayed in 3 ways: list-view, bars, pie.
At last,
you can display every transactions detail of the selected view
(Category, Payee, Month, Year).
A tool-tip will appear on every
bar/pie after a little delay,or by pressing the left mouse-button.
This report can be called in the following way:
from the main window-tool-bar.
For |
specify the item the result should be computed for:
|
View |
filter the result to: Expense, Income or Balance. Items with no results, or equal to 0 will not be displayed |
By amount |
sort the result by amount instead of the default order alphabetical for Category/Payee or chronological for Month/Year |
From / To |
specify date bound limit to restrict the results to |
Range / Month / Year |
fast select a date with predefined range, or specific month and/or year |
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.
This is the total of columns of the list-view for: Expense, Income, Balance.
The result list display the computed amounts according to the current selection and filter.
The transaction detail list will show every transaction of the
selected item in the above result list.
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