Transactions dialog

The transaction dialog is used to add, edit and manage the transactions.
Read also the working with transactions to know more about HomeBank possibilities.

Dialog call

This dialog can be called in the following way:

Using transaction dialog

The 'Add' button enable to add an transaction and keep the transaction dialog open to add more transactions.

General infos

Date date of the transaction (dd.mm.yy).
- use shift key + arrow up/down to increase/decrease date.
- the right side button popu a full calendar
Description description of transaction.
and optionally carcost datas, see carcost.
Amount amount of the transaction
- the right side +/- button togle between expense/income
Account account the transaction should be attached to.
Validated when the transaction has been checked with your bank statement, you can mark transaction as 'validated'.
the amount will be then integrated in the bank balance.
Remind when you are in add mode, if you set this option, an transaction of the opposite amount will be inserted also (marked in the list with an '!'), this is very useful when you lent money and don't want to forget about it. The remind transaction are never computed into the balances and are always displayed. an transaction can be a transparent reminder when this is checked. See working with transaction.

Optional infos

Payement payement for the transaction. It will be diaplyed as small icons. Possible values are:
  • credit card
  • cheque
  • cash
  • bank transfert
  • internal transfert

Of notebook 2
To account
these fields appears depending on the payement selected:
for cheque: select the 2nd cheque notebook for internal transfert: select the destination account
Info additional informations about payement, such as value date, numbers, cheque numbers.
this is automatically filled for cheque numbers.
Payee payee of the transaction, see basic concepts for further details.
Category category of the transaction, see basic concepts for further details.

Fill with archive

Select a source archive to fill in the transaction dialog fields.