Homebank Account Balance report not reflecting internal transfer correctly.

Asked by Web Khiden

I'm encountering a display issue with the Total Chart widget in HomeBank. After transferring funds between accounts, the Account Balance report in the Total Chart widget doesn't reflect the transfer accurately.

For instance, I transferred $10 from Checking to Savings, but the Checking account balance in the Account Balance report still shows $10 instead of zero. While the individual account balances seem correct, the overall donut chart in the Account Balance report is not reflecting the updated totals.

Has anyone else experienced this? Are there any known fixes or workarounds to ensure the Account Balance report accurately reflects internal transfers?

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Web Khiden
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Web Khiden (willybew) said :
#1

I apologize for the earlier confusion regarding the missing transfers. I found the solution in the preferences under 'Include Transfers in Report.' Thanks again to the HomeBank developers for this amazing software and its impact on my personal finance! As a token of appreciation, I'd like to make a donation to support the continued development of HomeBank. One suggestion for improvement might be to have the 'Include Transfers in Report' option readily available on the homepage for new users.

Revision history for this message
Web Khiden (willybew) said :
#2