Main window menu

HomeBank User manual

# Account window menus

The menu is the start of every actions on transactions.

## Account

Export QIF... | export transaction to a QIF file
Export CSV... | export transaction to a CSV file, see CSV file format
Export PDF... | export transaction to a PDF file (for print purpose)
Close... | close the account window

## Edit

Copy | copy the selected transaction to the buffer
Paste | paste the buffer into the transaction list
Paste (today) | paste the buffer into the transaction list changing the date to today's

## Transaction

Add... | open the transaction dialog in Add mode
Inherit... | open the transaction dialog pre-fill it with the selected transaction
Edit... | open the transaction dialog in Edit mode
Status > None | change the status to none => confirmation will be asked if already Reconciled
Status > Cleared | toggle cleared state if possible => no effect on a Reconciled transaction
Status > Reconciled | toggle reconciled state if possible => confirmation will be asked if already Reconciled
Create template... | create some template from the selected transaction(s)
Delete... | delete the selected transaction(s)
Find | find transaction by giving focus to the quicksearch widget

## Tools

Mark dulicate | toggle the view to duplicate finder mode
Check internal transfer... | run a consistency check on internal transfer for this account
Filter... | open the filter dialog
Auto. assignments | run automatic assignment rules on the current account, see filter dialog
Filter... | open the automatic assignments
Convert to euro... | After a confirmation, this will convert the account to euro major currency according the preferences currency set