Import one month's bank transactions into HomeBank and compare the opening balance, closing balance, categories, and transfers with the statement. Include refunds and duplicate-looking entries; these are where a clean demo often breaks down.
Then generate the report you actually need and export the data for safekeeping. Keep the original statements and a backup of the finance file. A personal finance tool is useful only when its numbers remain reconcilable and you can recover them after a device failure.
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