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HomeBank Portable 5.9.2

Author: Maxime DOYEN & PortableApps (John T. Haller)
Date: 06/05/2025
Size: 20 MB
License: Freeware
Requires: 11|10|8|7
Downloads: 1571 times

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HomeBank Portable is a free financial analysis software that offers powerful filtering tools and graphs to track your finances in detail. Installer, Linux, and Mac are also available.

If you are looking for a completely free and easy way to manage your accounting, HomeBank should be the software of your choice.

HomeBank Features:

Import and export data

  • Import from many formats: Easily import your accounts from Quicken or Microsoft Money and other financial management programs. Supported file formats include QIF, OFX, QFX, and CSV.
  • Duplicate detection: HomeBank will detect and identify duplicate transactions, enabling you to choose what to do.
  • Export: Easily export your accounts to QIF format and various data parts to CSV format.

    Analysis tools

  • Dynamic reports: Various reports will deliver the information you need at your fingertips using dynamic, powerful reports with nicely rendered 2D charts.
  • Quick & easy: Easily adjust the report parameters with some presets or get more satisfactory results by filtering every transaction field.
  • Various reports: Repartition or time reports, you will find one to analyze what you need. Also, track the budget, check the balance for any overdrawn, and even know your vehicle costs and fuel consumption.

    Budget

  • Month / Annual budget: Set a budget for each category with the same or different monthly amounts.
  • View non-budget: Force the view of some categories into the budget report as well.
  • Import/Export: Import/export the budget into CSV files.
  • Beautiful charts: The charts available are bars, lines, and pie. Google Analytics inspired the design, and you can change the x-factor dynamically and the color scheme.

    Transactions

  • Scheduled transactions: Easily turn any transaction into a repeating event (like those darn utility bills!).
  • Category split: Split a transaction amount into several categories.
  • Internal transfer: Easily transfer money between accounts, which can be automated.
  • Quick seizure: Quickly transform any transaction to a template that simplifies the seizure of standard transactions or inherits from an existing transaction.
  • Multiple field edition: You can easily change every value for several transactions simultaneously.
  • Small icons: Enjoy the payment mode and transaction status icons, plus the additional pay mode field.
  • Tag field: Tag your transactions for another analysis axis.
  • Remind this: Put any transaction in a reminder state to keep an eye on debt you have or people have to you

    Categories and Payees

  • Automatic assignment: Define some rules, and HomeBank will assign you payees and/or categories.
  • Direct add: Add new categories and payees directly from the transaction register.
  • Auto-completion: Never get lost if you have thousands of payees or categories; HomeBank will find it with the first letters.


    • Version History for HomeBank Portable:
    https://www.gethomebank.org/ChangeLog


    Screen Shots Screenshot for HomeBank Portable


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