Since HomeBank has the ability to import data in the CSV format, you can simplify your work by exporting payees and categories (but not accounts) from other personal finance managers and using them in HomeBank.įinally, you might want to define archives that will act as transaction templates and will allow you to specify recurring transactions. You can specify budget settings for the entire year or separately for each month. This effectively allows you to set a spending limit for the category, and you can later use the Budget report feature to see how good you were at staying within the specified budget. Using the Budget feature (Edit -> Budget), you can specify the budget for the defined categories. For example, the Auto category might include the Fuel, Parking, and Service subcategories. You can also create subcategories to make transaction descriptions more precise. When creating categories for your income, you have to remember to mark them as such by ticking the Income check box. Next, choose Edit -> Categories and specify the desired categories. Repeat the procedure for other accounts.Īdding Payees is even easier: choose Edit -> Payees, and use the Add button. If the account is authorized to be overdrawn, specify the overdraw threshold in the Overdrawn at field. Tick the Include in the budget check box if you want to include the account in budget analysis, then specify the current account balance in the Initial field. Give the account a descriptive name (the Heading field), then enter the account number and the name of the bank in the appropriate fields. To add an account, choose Edit -> Accounts and press the Add button. Optionally, you can specify the wallet’s properties, such as the owner’s name, by choosing File -> Properties. Choose File -> New to create a new wallet. HomeBank stores its data in a file called wallet, so to start using it, your first order of business is to create a new wallet and populate it with accounts, payees, and categories. When you create a new transaction, you can automatically fill out the necessary fields by selecting an appropriate archive. You can also use archives as transaction templates. To manage recurring transactions, such as monthly bills, you can specify so-called archives, which are transactions that can be scheduled to occur at a specified time. This not only helps you quickly identify each transaction, it also gives you the ability to perform sorting, filtering, and analysis later on. You can also define categories to classify and describe each transaction for example, when you buy books, you can assign the Books category to the transaction. Specifying a payee for each transaction is an optional step, but it can help you to get a better overview of your money flow later on. You can define a list of payees - persons or institutions on the sending or receiving ends of a transaction. Each time you receive or spend money, you enter this action as a transaction for an appropriate account. Accounts in HomeBank represent your actual bank accounts, such as savings and checking accounts. Like other personal finance managers, HomeBank is built around two key concepts: accounts and transactions. While HomeBank may be less well-known than alternatives such as GnuCash, KMyMoney, or Grisbi, it is the preferred personal finance manager of several lightweight distros such as Puppy Linux and SliTaz due to its small size and simplicity. Today, you can find HomeBank in the software repositories of many mainstream Linux distributions, including Fedora, Mandriva, openSUSE, and Ubuntu. HomeBank started its life in 1995 on the Amiga platform, so it has had plenty of time to mature and become a first-rate application. “Where does all my money go?” If you want to know the exact answer to that question, you need HomeBank, a personal finance manager that can help you keep track of your income and expenses with consummate ease.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |