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Commit 65ee69d9 authored by Maxime Doyen's avatar Maxime Doyen
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5.1 release

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ChangeLog
View file @ 65ee69d9
2016-10-16 Maxime Doyen
2016-08-06 Maxime Doyen
Made 5.1 rc release.
Made 5.1 release.
* change: xhb data file format (v1.2)
* change: win32: upgraded to gtk+ 3.20.6
* change: internal storage of txn into accounts
* change: ??transaction dialog, changed the layout
* change: ??template/scheduled dialog, changed the layout
* change: transaction dialog, changed the layout
* change: template/scheduled dialog, changed the layout
* change: register, refactored toolbar grouping single and multiple actions
* change: listview, removed deprecated rule hint (alternate row color)
* change: listview, added line grid (new GTK+ option)
* change: preferences, reworked layout
* wish : #1610672 multiple edit should allow clearing fields
* wish : #1608025 revert prefill with shift/ctrl clicked txn when multiple edit
* wish : #1608025 revert prefill with shift/ctrl clicked txn when multiple edit
* wish : #1500235 automatic assignments based on regular expressions
* wish : #1500220 allow auto assignments to overwrite payee
* wish : #1484449 warn when amount sign and category don't match
* wish : #1484449 warn when amount sign and category don't match
* wish : #1448613 display full category name in autocompletion
* wish : #1242312 split amount for template/scheduled transaction
* wish : #1102981 add comment bloc for accounts
* wish : #1424365 separe scheduled transaction from template transaction
* wish : #1242312 category split for template/scheduled transaction
* wish : #1102981 add comment bloc for accounts
* wish : #1094528 auto-assign Payment
* wish : #844576 payee default category and payment type
* wish : #844576 payee default category and payment type
* wish : #552565 multiple currency accounting
* bugfix: #1631888 amount input limited to -/+ 2,147,483,647
* bugfix: #1628664 internal xfer assign to existing txn no longer work
* bugfix: #1625913 category with 0 budget should display 'over'
* bugfix: #1615245 dst_account remains into file for non intxfer
2016-08-06 Maxime Doyen
Made 5.1 rc release.
2016-07-22 Maxime Doyen
......@@ -121,10 +128,10 @@
Made 5.0.3 release.
* change: win32: upgraded to libofx 0.9.9 again
* wish : #1460370 internal xfer credit should display 'From account'
* wish : #1444792 button to expand/collapse all in "Manage Categories"
* wish : #1429413 thinking of icon credit vs debit card
* wish : #1416957 add ability to modify transaction when posting from template
* wish : #1460370 internal xfer credit should display 'From account'
* wish : #1444792 button to expand/collapse all in "Manage Categories"
* wish : #1429413 thinking of icon credit vs debit card
* wish : #1416957 add ability to modify transaction when posting from template
* bugfix: #1460390 Saving a file as do not work since last 5.0.2
* bugfix: #1434972 (libofx 0.8.3 bug) win32: some OFX files leads to crash
* bugfix: #1424660 (libofx 0.8.3 bug) win32: memo field truncated
......
aclocal.m4
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......@@ -648,8 +648,8 @@ AU_ALIAS([AC_PROG_INTLTOOL], [IT_PROG_INTLTOOL])
# nls.m4 serial 5 (gettext-0.18)
dnl Copyright (C) 1995-2003, 2005-2006, 2008-2014 Free Software Foundation,
dnl Inc.
dnl Copyright (C) 1995-2003, 2005-2006, 2008-2014, 2016 Free Software
dnl Foundation, Inc.
dnl This file is free software; the Free Software Foundation
dnl gives unlimited permission to copy and/or distribute it,
dnl with or without modifications, as long as this notice is preserved.
......
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compile
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/usr/share/automake-1.14/compile
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/usr/share/automake-1.15/compile
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configure
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#! /bin/sh
# Guess values for system-dependent variables and create Makefiles.
# Generated by GNU Autoconf 2.69 for homebank 5.1-rc.
# Generated by GNU Autoconf 2.69 for homebank 5.1.
#
#
# Copyright (C) 1992-1996, 1998-2012 Free Software Foundation, Inc.
......@@ -577,8 +577,8 @@ MAKEFLAGS=
# Identity of this package.
PACKAGE_NAME='homebank'
PACKAGE_TARNAME='homebank'
PACKAGE_VERSION='5.1-rc'
PACKAGE_STRING='homebank 5.1-rc'
PACKAGE_VERSION='5.1'
PACKAGE_STRING='homebank 5.1'
PACKAGE_BUGREPORT=''
PACKAGE_URL=''
......@@ -1340,7 +1340,7 @@ if test "$ac_init_help" = "long"; then
# Omit some internal or obsolete options to make the list less imposing.
# This message is too long to be a string in the A/UX 3.1 sh.
cat <<_ACEOF
\`configure' configures homebank 5.1-rc to adapt to many kinds of systems.
\`configure' configures homebank 5.1 to adapt to many kinds of systems.
Usage: $0 [OPTION]... [VAR=VALUE]...
......@@ -1407,7 +1407,7 @@ fi
if test -n "$ac_init_help"; then
case $ac_init_help in
short | recursive ) echo "Configuration of homebank 5.1-rc:";;
short | recursive ) echo "Configuration of homebank 5.1:";;
esac
cat <<\_ACEOF
......@@ -1515,7 +1515,7 @@ fi
test -n "$ac_init_help" && exit $ac_status
if $ac_init_version; then
cat <<\_ACEOF
homebank configure 5.1-rc
homebank configure 5.1
generated by GNU Autoconf 2.69
Copyright (C) 2012 Free Software Foundation, Inc.
......@@ -1934,7 +1934,7 @@ cat >config.log <<_ACEOF
This file contains any messages produced by compilers while
running configure, to aid debugging if configure makes a mistake.
It was created by homebank $as_me 5.1-rc, which was
It was created by homebank $as_me 5.1, which was
generated by GNU Autoconf 2.69. Invocation command line was
$ $0 $@
......@@ -2802,7 +2802,7 @@ fi
# Define the identity of the package.
PACKAGE='homebank'
VERSION='5.1-rc'
VERSION='5.1'
cat >>confdefs.h <<_ACEOF
......@@ -6999,7 +6999,7 @@ cat >>$CONFIG_STATUS <<\_ACEOF || ac_write_fail=1
# report actual input values of CONFIG_FILES etc. instead of their
# values after options handling.
ac_log="
This file was extended by homebank $as_me 5.1-rc, which was
This file was extended by homebank $as_me 5.1, which was
generated by GNU Autoconf 2.69. Invocation command line was
CONFIG_FILES = $CONFIG_FILES
......@@ -7065,7 +7065,7 @@ _ACEOF
cat >>$CONFIG_STATUS <<_ACEOF || ac_write_fail=1
ac_cs_config="`$as_echo "$ac_configure_args" | sed 's/^ //; s/[\\""\`\$]/\\\\&/g'`"
ac_cs_version="\\
homebank config.status 5.1-rc
homebank config.status 5.1
configured by $0, generated by GNU Autoconf 2.69,
with options \\"\$ac_cs_config\\"
......
configure.ac
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......@@ -2,7 +2,7 @@
# Process this file with autoconf to produce a configure script.
AC_PREREQ(2.52)
AC_INIT([homebank], [5.1-rc])
AC_INIT([homebank], [5.1])
#AC_INIT([homebank], [x.x-rc])
AM_CONFIG_HEADER(config.h)
......
doc/00-intro.html
View file @ 65ee69d9
<!DOCTYPE html PUBLIC "-//W3C//DTD HTML 4.01//EN">
<!DOCTYPE html>
<html>
<head>
<meta http-equiv="content-type" content="text/html; charset=utf-8">
<meta name="robots" content="noindex">
<meta content="text/html; charset=utf-8" http-equiv="content-type">
<meta content="noindex" name="robots">
<title>Introduction</title>
<link rel="stylesheet" href="help.css" type="text/css">
<link href="help.css" rel="stylesheet" type="text/css">
</head>
<body id="top">
<div class="dochead">
HomeBank User manual
</div>
<div class="title">
<h1>Introduction</h1>
<p>«HomeBank» is free software. It's an easy personal finance software
that will help you managing your personal accounting. It is designed to
easy to use and be able to analyze your personal finances in detail
using powerful filtering tools and graphs.</p>
<p>«HomeBank» is free software. It's an easy personal finance software that will help you managing your personal accounting. It is designed to easy to use and be able to analyze your personal finances in detail using powerful filtering tools and graphs.</p>
</div>
<div class="rounded content">
<h3>How HomeBank can help me doing my accounts ?</h3>
<p class="argument">The first reason is that I want HomeBank to be
simple and intuitive:<br>
=&gt; You do not need to be an expert accountant to know how to use it
!</p>
<p class="argument">The first reason is that I want HomeBank to be simple and intuitive:<br>
=&gt; You do not need to be an expert accountant to know how to use it !</p>
<p>Also here is some of his strengths:</p>
<ul>
<li>Easy import of OFX, QFX, QIF files with duplicate detection</li>
<li>Easy management of transactions: bookmark, inheritance, filter,
multiple edition, scheduling, reminder</li>
<li>Easy management of payees and categories: automatic assignment,
direct add from the register, auto-completion</li>
<li>Unique fields for transactions: visual paymode/status, paymode
info, tag</li>
<li>Import and export of many parts of the data's in a specific CSV
file format</li>
<li>Easy management of transactions: bookmark, inheritance, filter, multiple edition, scheduling, reminder</li>
<li>Easy management of payees and categories: automatic assignment, direct add from the register, auto-completion</li>
<li>Unique fields for transactions: visual payment/status, payment info, tag</li>
<li>Import and export of many parts of the data's in a specific CSV file format</li>
</ul>
</div>
<div class="rounded content">
<h3>How HomeBank can analyze the use of my money ?</h3>
<p class="argument">HomeBank can anticipate future costs and also helps
to know where your money comes from, but also more specifically where
it goes !</p>
<p class="argument">HomeBank can anticipate future costs and also helps to know where your money comes from, but also more specifically where it goes !</p>
<ul>
<li>Anticipate future costs: scheduled transaction inserted before
term, future balance</li>
<li>Dynamic, easy and powerful reports tools with graphical
charts</li>
<li>Anticipate future costs: scheduled transaction inserted before term, future balance</li>
<li>Dynamic, easy and powerful reports tools with graphical charts</li>
<li>Monitoring the balance in time and alert on bank overdrafts</li>
<li>Simple budget and vehicle cost analysis</li>
</ul>
</div>
<div class="rounded content">
<h3>Ask for feature and suggest your ideas</h3>
<p>Finally, HomeBank is not only open source, it will also be open to
suggestions and feature requests from users.<br>
<p>Finally, HomeBank is not only open source, it will also be open to suggestions and feature requests from users.<br>
That's the reason why HomeBank is what it is today.</p>
<p class="argument">So... Do not hesitate to ask and suggest !</p>
</div>
</body>
</html>
</html>
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doc/00-lexicon.html
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doc/00-whatsnew.html
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doc/dlg-acco.html
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<!DOCTYPE html PUBLIC "-//W3C//DTD HTML 4.01//EN">
<!DOCTYPE html>
<html>
<head>
<meta http-equiv="content-type" content="text/html; charset=utf-8">
<meta name="robots" content="noindex">
<meta content="text/html; charset=utf-8" http-equiv="content-type">
<meta content="noindex" name="robots">
<title>Accounts dialog</title>
<link rel="stylesheet" href="help.css" type="text/css">
<link href="help.css" rel="stylesheet" type="text/css">
</head>
<body id="top">
<div class="dochead">
HomeBank User manual
</div>
<div class="title">
<h1>Accounts dialog</h1>
<p>The accounts dialog is used to add, edit and manage the
<a href="00-lexicon.html#accounts">accounts</a> of the current
wallet.</p>
<h2>Dialog call</h2>
<ul>
<li>mainwindow-menu: Manage / Accounts</li>
<li>mainwindow-toolbar.</li>
</ul>
</div>
<h1>Accounts dialog</h1>
<p>The accounts dialog is used to add, edit and manage the <a href="00-lexicon.html#accounts">accounts</a> of the current wallet.</p>
<h2>Dialog call</h2>
<ul>
<li>main window menu: Manage / Accounts</li>
<li>main window tool bar.</li>
</ul>
</div>
<div class="rounded content">
<h2>Using accounts dialog</h2>
<p class="right">
<img class="gtkshot right" src="images/dlg-account1.png"><br>
<img class="gtkshot right" src="images/dlg-account2.png">
</p>
<h3><img src="images/1.png"> Account list</h3>
<p>display the actual list of accounts in the wallet. The account
at the top of the list will be the one to be displayed when
opening your wallet. You can easily change the accounts order
using Drag&amp;Drop process.</p>
<h3><img src="images/2.png"> Buttons</h3>
<table class="widgetinfo">
<tr>
<th>Add</th>
<td>add a new empty account.</td>
</tr>
<tr>
<th>Delete</th>
<td>delete the active account. This is only possible if the
account has no transactions.</td>
</tr>
</table>
<br>
<h2>General</h2>
<h3><img src="images/3.png"> Account</h3>
<table class="widgetinfo">
<tr>
<th>Type</th>
<td>specify the type of the account</td>
</tr>
<tr>
<th>Start balance</th>
<td>specify the initial balance amount, i.e the balance
before the first transaction.</td>
</tr>
<tr>
<th>This account was closed</th>
<td>specify the bank account is closed.<br>
Please also note that closed account are no more considered for reports.</td>
</tr>
</table>
<h3><img src="images/4.png"> Current cheque number</h3>
<table class="widgetinfo">
<tr>
<th>Checkbook 1</th>
<td>specify the next cheque number of pad1 to be used (this
is auto updated later when you add some transactions).</td>
</tr>
<tr>
<th>Checkbook 2</th>
<td>some of the above but for a second cheque pad (for a
joined account)</td>
</tr>
</table>
<br>
<h2>Options</h2>
<h3><img src="images/5.png"> Institution</h3>
<table class="widgetinfo">
<tr>
<th>Name</th>
<td>specify the bank name where the account is registered.</td>
</tr>
<tr>
<th>Number</th>
<td>specify the bank account number itself.</td>
</tr>
</table>
<h3><img src="images/6.png"> Limits</h3>
<table class="widgetinfo">
<tr>
<th>Minimum</th>
<td>specify the balance threshold, if you have an authorized
balance, this will be used in the <a href=
"05over.html">Balance</a> report window.</td>
</tr>
</table>
<h3><img src="images/7.png"> Report exclusion</h3>
<table class="widgetinfo">
<tr>
<th>Exclude from account summary</th>
<td>the account will must not be used into the account
summary list of the main window.</td>
</tr>
<tr>
<th>Exclude from the budget</th>
<td>the account will not be used for the budget datas.</td>
</tr>
<tr>
<th>Exclude from any reports</th>
<td>the account will not be used for any report datas.</td>
</tr>
</table>
<h2>Using accounts dialog</h2>
<p class="right"><img class="gtkshot right" src="images/dlg-account1.png"><br>
<img class="gtkshot right" src="images/dlg-account2.png"></p>
<h3><img src="images/1.png"> Account list</h3>
<p>display the actual list of accounts in the wallet. The account at the top of the list will be the one to be displayed when opening your wallet. You can easily change the accounts order using Drag&amp;Drop process.</p>
<h3><img src="images/2.png"> Buttons</h3>
<table class="widgetinfo">
<tr>
<th>Add</th>
<td>add a new empty account.</td>
</tr>
<tr>
<th>Delete</th>
<td>delete the active account. This is only possible if the account has no transactions.</td>
</tr>
</table><br>
<h2>General</h2>
<h3><img src="images/3.png"> Account</h3>
<table class="widgetinfo">
<tr>
<th>Type</th>
<td>specify the type of the account</td>
</tr>
<tr>
<th>Currency</th>
<td>
specify the currency of the account<br>
<p><img src="images/warn.png">&nbsp;<span class="warning">If the account you change contains internal xfer, any target account will change of currency as well</span></p>
</td>
</tr>
<tr>
<th>Start balance</th>
<td>specify the initial balance amount, i.e the balance before the first transaction.</td>
</tr>
<tr>
<th>Notes</th>
<td>optional notes you may want to add</td>
</tr>
<tr>
<th>This account was closed</th>
<td>specify the bank account is closed.<br>
Please also note that closed account are no more considered for reports.</td>
</tr>
</table>
<h3><img src="images/4.png"> Current cheque number</h3>
<table class="widgetinfo">
<tr>
<th>Checkbook 1</th>
<td>specify the next cheque number of first pad to be used (this is auto updated later when you add some transactions).</td>
</tr>
<tr>
<th>Checkbook 2</th>
<td>some of the above but for a second cheque pad (for a joined account)</td>
</tr>
</table><br>
<h2>Options</h2>
<h3><img src="images/5.png"> Institution</h3>
<table class="widgetinfo">
<tr>
<th>Name</th>
<td>specify the bank name where the account is registered.</td>
</tr>
<tr>
<th>Number</th>
<td>specify the bank account number itself.</td>
</tr>
</table>
<h3><img src="images/6.png"> Limits</h3>
<table class="widgetinfo">
<tr>
<th>Overdraft at</th>
<td>
specify the balance threshold, if you have an authorized balance, this will be used in the <a href="05over.html">Balance</a> report window.
</td>
</tr>
</table>
<h3><img src="images/7.png"> Report exclusion</h3>
<table class="widgetinfo">
<tr>
<th>Exclude from account summary</th>
<td>the account will must not be used into the account summary list of the main window.</td>
</tr>