HomeBank User manual

# What's New in HomeBank 5.6

To review the complete list of changes, please use the Help > Release Notes menu from HomeBank program.
Older what's new in X.Y can be read into previously on HomeBank...

### Charts for Over Time Statistics report

The Over Time part of the Statistics report was introduced into v5.3 as a standalone table view.
This version officially introduce the graph part of this waited and powerful feature, so you now have both a Stack bar graph and a 100% Stack bar graph, thus those two were already released with a back-port since v5.5.4

With this version you also have a Balance mode option when you select the Account as a source

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### Filter redesign and improvement

The filters into HomeBank was completely rewritten in preparation for future changes.
A lots of changes have been made to the filter dialog:

- reorder of the switch part menu on the left + added a visual indicator if it is active
- each part has a separated On/Off button, then an Include/Exclude radio-button
- Status part was split to separate Status and Type part with ability to filter on useful individual values of each
- Tag is now a filter part itself, with a checkbox list-view like payee, category or account
- Amount/Text were regrouped into the same part

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### Internal transfer with different currencies

Transfer with different currencies are now permitted. When you select transfer type in the Transaction dialog you have an additional amount widget.
this amount is prefilled only when you Add and if:
- the source account is into base currency
- the target currency have a conversion rate
otherwise you have to fill it manually

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### Multiple item selection for trend time report

The Trend Time Report was until now restricted to display one item at a time or all the items.
Now, you have a list of items (Account, Category, Payee, Tag) so that you can use combination of items to be computed and displayed.

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### More date range option and redesign

The date range widget was redesigned and enriched with a lot of new entries.

It is divided in 2 vertical part and 3 columns.

- The top part show preset for past / present / future
  day, week, fortnight, month, quarter, year.
- The bottom part have the other preset
  Last xx days, 12 months and the new '30 days around'.

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### Hide payee/category to lighten the lists

As some items may become outdated, it is now possible to hide payee/category from the list or drop-down widgets.
For that, new 'eye hide' buttons were added into both the payee dialog and category dialog so you can control what to display or not.

By default also on those dialogs, the count column are hidden as well and a show usage button was added.

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### Feature to lock changes of reconciled transactions

This feature enables to lock the reconciled transaction for any changes, this is a missing protection I wanted to add for a while and asked by some users.
By default it will be enabled, but if you want to get back to the actual behavior, you have a preferences into the transaction section as well.
There is also a ON/OFF switch into the account window to quickly enable disable it for quick edit.
At last, when this feature is on, you cannot edit reconciled transaction from any detail report list.

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### Assignment dialog changes and improvements

To improve and ease the management of a long list of assignment, some changes have been made to the assignment dialog:

- the dual view dialog was changed to a single list-view with more columns
- you can sort the list-view on every columns
- a quick search input to filter is available, as usual with shortcut CTRL+F, then ESC to empty
- editing is now done using the edit action button or by double-clicking on the assignment line
- the drag and drop feature was replaced to a more convenient set of move [up][down][to] action buttons

Also you can add an amount into the condition

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