HomeBank

"Info" section renamed to "Number" causing confusion.

Asked by Cassie Mason

Hello everyone,

I recently updated to HomeBank 5.8 from version 5.7, and I've noticed a change in the Add Transaction widget that is causing some confusion. In version 5.7, there was an "Info" section where I used to fill in details about my purchases. However, in the new update, this section has been renamed to "Number."

This change is quite confusing for me because I’m not sure what number I’m expected to record there. Additionally, I have a lot of previous transaction information that I had collected in the "Info" section, and I don't know where to transfer this data now. The "Memo" section doesn't seem suitable for this purpose.

Is this renaming a bug, or is it an intentional change? What type of number should be recorded in this section now? Also, where should I move the detailed purchase information I previously stored in the "Info" section?

Thank you for your help!

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Richard Sutton
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Best Richard Sutton (rsutton43) said (last edit ): 		#1

Hi Cassie,
The 'Number' column is typically where you will find the check number. If you Add a check transaction, and you select the Payment entry and select Check, HomeBank will automatically insert the next check number for you in the Number field (that is if you set up the beginning check # when you set up the account). That said, I also use it in a slightly different manner on my financial investment accounts: I place 1 QTR, 2 QTR, etc for first quarter results, 2nd quarter, etc. In these cases, I don't select anything in the Payment box.

Hope this helps...

Richard

Revision history for this message
Cassie Mason (cassie-dollz) said : 		#2

Thanks Richard Sutton, that solved my question.