#Gnucash split transaction tutorial manual
#Gnucash split transaction tutorial trial

First, close any active Add transaction windows.If we look at the list of Expense categories, voila!Ĭreate an Expense Subcategory (The Long Way) We can verify this new subcategory was created by selecting Manage > Categories from the main menu.HomeBank will detect that this transaction is a debit (its Amount is a negative number) and automatically add it as an Expense category (rather than as an Income category). The structure above tells the program that Household should be treated as the parent category, and Lawn-Yard as the subcategory. In the Category box, type Household:Lawn-Yard ( with no spaces before or after the colon).Fill in the relevant information for: Date Amount Payment method Payee and Memo (if desired).In this example, I need to create a new expense subcategory called Lawn-Yard, under the parent expense category of Household.Once you are aware of both options, choose whichever method best suits your workflow.Ĭreate an Expense Subcategory (The Short Way) I will show you the direct-entry method (“ The Short Way”) and a menu-driven method that involves more pointing and clicking (“ The Long Way”).

This direct-entry method works with both expense and income categories it allows you to create a new main / primary category, or a new subcategory. The beauty of Linux is that there is always more than one way to do something. While you are adding a transaction, if you wait a moment and hover your mouse over the Category box, you will see the tooltip prompt below: So, it is possible to create a new category on the fly. HomeBank’s developer, Maxime Doyen, is a native French speaker, so I suspect that “seizing directly” is a literal translation of saisie directe (‘direct entry’).

#Gnucash split transaction tutorial manual

I was wrong while reading through the User Manual more methodically, I came across this sentence in the “Tips & Tricks” section: I first thought that HomeBank does not allow users to add new expense-or income-categories “on the fly,” i.e., during the process of adding transactions. 5.2.8, which is the current version at the time of writing.Īlthough HomeBank has a fairly extensive list of preconfigured expense categories, the program does not cover every financial scenario, so you will likely need to create some new categories tailored to your personal needs. Note: These instructions pertain to HomeBank ver. Therefore I created this mini-tutorial, which I hope will be helpful to other PCLinuxOS users who are new to HomeBank.

#Gnucash split transaction tutorial trial

It required some trial and error to figure out how to: However, while entering my checkbook data, I encountered a few minor difficulties. HomeBank was a pleasant surprise it is easily configured, has a friendly interface, can generate nice charts and reports and is accompanied by good documentation. Although I primarily use GnuCash to track my family’s personal finances, I decided to try HomeBank as a secondary program.