## Working with transactions

The transaction will be the heart of your accounting activity, so it is important to know exactly how HomeBank enable you to manipulate transaction and especially how can it make your life easier with it !

### 1. Add some new transactions

#### 1.1 Manual add

- From the main window

- select the Transaction/Add menu or click on the Add toolbar button. Note: you can then fill the dialog with an archives

- From the account window

- select the Transaction/Add menu or click on the Add toolbar button. Note: you can then fill the dialog with an archives
- click on Inherit after selecting an transaction, this feature prefill the transaction dialog with the selected transaction and let you adapt it before its addition to the account.

#### 1.2 Import from a CSV file

From the account window, you can pick the Import menu to directly import transaction in csv format. Please see the A anexes describing the CSV formats used in HomeBank.

### 2. Using archives make the add easier

#### 2.1 Automate recurrent

Every Archive is not only a bookmark of recurrent transactions, it can also be automated. See the Archive dialog for the available options.

Automated transactions are inserted:

- when you open an HomeBank file
- when you select the 'Check automated' menu from the main window

#### 2.2 Create some archive

From the account window, you can create some Archives from every selected transaction at once.
Just select one or more transaction and use the 'Create archive' menu

### 3. Tips & tricks

#### 3.1 Multiple field edition at once

This is another insteresting feature. It permit to edit a column on multiple transactions at the same time.
Each of the transaction column can be edited this way.

For example, let's say you want to change the payee of several transactions:

- select the transaction you want to change payee (usually with shift key)
- while holding shift key, double click on the payee column
- a dialog opens, pre filled with the value you double click on
- change the value
- validate
- it's magic !

#### 3.2 Remind state

This is to remind you when you lent money and don't want to forget about it. The remind transactions are never computed into the balances or statistics and are always displayed.