Home

These options allow you to customize the appearance of the Home page by choosing which entries to show on the Home page and the order in which they appear.

Assets and Liabilities

It shows the balance of all your assets and liabilities

Payments

It shows the first 5 occurrences of your scheduled transactions

Preferred accounts

It shows the balance and credit of your favorite accounts

Payment accounts

It shows the balance of your asset and liability accounts, except for the investment accounts

Favorite Reports

It shows a list of your favorite reports

Forecast (schedule)

It shows a forecast for your asset and liability Accounts

Net worth forecast

It shows a chart of your forecast net worth for the next 90 days

Budget

It shows the budget items for the current month which have a negative difference compared to the actual income or expense

CashFlow

It shows an analysis of your cash flow for the current month

Percentage of default font size

Select the size of the font on the Home page

Remember font size when leaving the program if manually changed with mouse-wheel

Selecting this will save your font size preference if you have changed it from the Home page by using the mouse-wheel

Show account limit information

Shows the limit of the accounts on the Payment Accounts and Preferred Accounts sections of the Home page

Show balance-status of mapped online accounts

Shows the balance-status of mapped accounts on the Assets and Liabilities Summary, the Payment Accounts and the Preferred Accounts sections of the Home page. The balance-status is symbolized by an icon in the columns preceding the account names. A green checkmark is displayed when online-balance and local file balance are in sync. If the local file has transactions newer than the previously online-updated ones a mailbox with a green arrow gets shown. This alerts the user to start an online-update. Mismatching local file and online-balances are highlighted by a red warning sign.

Show number of not marked transactions per account [!M]

Insert an additional column between account name and current balance showing the number of not marked transactions for the accounts on the Assets and Liabilities Summary, the Payment Accounts and Preferred Accounts sections of the Home page

Show number of cleared transactions per account [C]

Insert an additional column between account name and current balance showing the number of cleared transactions for the accounts on the Assets and Liabilities Summary, the Payment Accounts and Preferred Accounts sections of the Home page

Show number of not reconciled (not marked + cleared) transactions per account [!R]

Insert an additional column between account name and current balance showing the number of not reconciled transactions (i.e. the sum of all not marked and cleared transactions) for the accounts on the Assets and Liabilities Summary, the Payment Accounts and Preferred Accounts sections of the Home page