New features in v4.1

:: Automatic assignment of payee/category

This feature allows you to assign a payee and / or category from a word found in the Description field.

Note, however, HomeBank will affect if and only if the payee and the category are both empty.

There is a new dialog box called Assignments in which you create rules that will be used to automatically assign.
This automatic assignment comes at a time you import a file, or you can trigger it manually from the Accounts window.

:: New payment mode

HomeBank 4.1 introduce some more payment mode:

:: Move for payee and category

This feature allows to replace a payee/category by another. This will allow you to simply rearrange the payees and the categories.

For example, you have a payee "My old payee" and you want to change it to a new payee called "My new payee":
When you use the move feature, HomeBank replace the old with the new value in all transactions, then delete the old value.

:: Import process is more simple

HomeBank import Assistant now consist of only 3 steps instead of 6.

  1. The introduction page
  2. This page must be kept to follow the rules of the Gnome HIG

  3. The file selection page
  4. no changes on this page

  5. The import control page
  6. 3 steps were merged into this single page and you can now:

    But you can also trust HomeBank and go directly to the confirmation page.

  7. The confirmation page
  8. This page is now more readable, and gives details on what will be chnaged in your account, following the import.

:: Filter on plain text for info/description/tag field

Now you can filter the transactions on a criterion of plain text for the following fields:

This was a so long missing feature since the Linux port from the Amiga version.

:: Some new preference options

Here are the new preference options available in 4.1:

:: Some changes to the user interface