• Reference Guide

Home Accounting

The Home Accounting document is used to keep home accounts. It is opened by the File|Single|Home Accounting menu command.
The main window displayed after opening the Home Accounting document contains buttons opening different windows of account management. The Accounts button opens a window containing a list of accounts and their attributes. The Categories button opens a window allowing you to define categories for payment organization. The Parties button opens a window containing a list of frequent payment senders and receivers. The Statistics button opens a window in which you can compute various payment statistics.


A table containing a list of accounts. Every account further contains a list of all payments. A new account is inserted by completing the empty row at the end of the table. The Accounts table has the following columns:
Account id
Account name. Must be unique among accounts.
Account number
You can specify the account number of a bank account.
Creation date
Account creation date. This field is for information only.
Initial deposit
Initial deposit to which the balance is related.
Account balance – the field is read-only and is automatically updated.
Any text.
This button opens a window containing a table of payments. See below for more details.


A list of payments from or to an account. A new transaction is inserted simply by completing the empty row at the end of the table. The Add transfer to account button is used to make transfers between accounts. This button opens a window where you can specify the source account and the amount transferred to the target account. When you click the Commit button, the information is sent and a corresponding transfer entry is inserted simultaneously into the source and target accounts. The Transactions table has the following columns:
Transaction date.
Transaction amount – negative values are payments from the account whereas positive values are payments to the account.
Current balance after the transaction.
Transaction category. The list of available categories can be edited in the Categories window.
Payment sender or receiver.
Any text.


A list of transaction categories. You can assign expense or income type to every category and attach a description containing, for example, instructions for the inclusion of transactions into different categories. Every category can be divided into subcategories.


A list of frequent payment senders and receivers. The Parties table has the following columns:
Unique name of the party used for party selection.
Full name of the party.
Party address.


This window allows you to specify criteria for the selection of particular transactions and displays the sum of these transactions. You can specify the following criteria:
Payments from all accounts or only from a selected account.
The time period defining which transactions should be included. If a boundary is missing, all transactions without restrictions into the past or future are included.
You can select all categories without restrictions, income only, expense only, or a particular category. If you wish to select a category, you can either select the general top level only or specify the second level as well.
You can select all payment senders/receivers without restrictions or a particular sender/receiver.
After you specify the criteria, a list of all transactions satisfying these criteria is displayed in a table below together with their sum. The Save Statistics button allows you to save the current criteria – the statistics will be recalculated whenever new transactions are added to the accounts. The list of saved statistics is available in the home accounting main window.