Git commit 366413c5648cfd21cf47b48bce56222d20bb64e4 by Guillaume de Bure. Committed on 09/11/2011 at 21:22. Pushed by gdebure into branch 'Feature'.
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CCMAIL:kde-doc-english at kde.org D +0 -112 doc/index.html http://commits.kde.org/skrooge/366413c5648cfd21cf47b48bce56222d20bb64e4 diff --git a/doc/index.html b/doc/index.html deleted file mode 100644 index 3df3efb..0000000 --- a/doc/index.html +++ /dev/null @@ -1,112 +0,0 @@ -<html><head><title>The Skrooge Handbook</title><link rel="stylesheet" href="../common/kde-web.css" type="text/css"><meta name="generator" content="DocBook XSL Stylesheets V1.67.2"><meta name="description" content=" -This document is a handbook for using Skrooge, a personal finances manager application. -"><meta name="keywords" content="KDE, extragear, office, skrooge, personal finances"><meta http-equiv="Content-Type" content="text/html; charset=ISO-8859-1"><meta name="GENERATOR" content="KDE XSL Stylesheet V1.13 using libxslt"></head><body bgcolor="white" text="black" link="#0000FF" vlink="#840084" alink="#0000FF"><div class="book" lang="en"><div class="titlepage"><div><div><h1 class="title"><a name="id2850822"></a>The <span class="application">Skrooge</span> Handbook</h1></div><div><div class="authorgroup"><p class="author"><span class="firstname">Guillaume</span> <span class="surname">DE BURE</span> <code class="email"><guillaume.debure at gmail.com></code></p><span class="othercredit"><span class="contrib">Developer</span>: <span class="firstname">Stephane</span> <span class="surname">MANKOWSKI</span><br></span></div></div><div>Revision <span class="releaseinfo">0.6.0 (<span class="date">30/01/2009</span>)</span></div><div><p class="copyright">Copyright ? 2007, 2008, 2009 St?ane MANKOWSKI, Guillaume DE BURE</p></div><div><div class="legalnotice"><a name="id2892107"></a><p>Permission is granted to copy, distribute and/or modify this -document under the terms of the GNU Free Documentation License, -Version 1.2 or any later version published by the Free Software -Foundation; with no Invariant Sections, with no Front-Cover Texts, and -with no Back-Cover Texts. A copy of the license is included in <a href="#gnu-fdl">the section entitled "GNU Free Documentation License"</a>.</p></div></div><div><div><div class="abstract"><p> -This document is a handbook for using <span class="application">Skrooge</span>, a personal finances manager application. -</p></div></div></div></div><hr></div><div class="toc"><p><b>Table of Contents</b></p><dl><dt><span class="chapter"><a href="#introduction">1. Introduction</a></span></dt><dd><dl><dt><span class="sect1"><a href="#skrooge-intro"><span class="application">Skrooge</span></a></span></dt><dd><dl><dt><span class="sect2"><a href="#what-skrooge-is">What <span class="application">Skrooge</span> Is</a></span></dt><dt><span class="sect2"><a href="#what-skrooge-is-not">What <span class="application">Skrooge</span> Is Not</a></span></dt></dl></dd><dt><span class="sect1"><a href="#terminology">Terminology</a></span></dt><dd><dl><dt><span class="sect2"><a href="#terminology-document">Document</a></span></dt><dt><span class="sect2"><a href="#terminology-account">Account</a></span></dt><dt><span class="sect2"><a href="#terminology-operation">Operation</a></span></dt><dt><span class="sect2"><a href="#terminology-category">Category</a></span></dt><dt><span class="sect2"><a href="#terminology-unit">Unit</a></span></dt></dl></dd></dl></dd><dt><span class="chapter"><a href="#using-skrooge">2. Using <span class="application">Skrooge</span></a></span></dt><dd><dl><dt><span class="sect1"><a href="#user_interface">User Interface</a></span></dt><dd><dl><dt><span class="sect2"><a href="#main_area">The main area</a></span></dt><dt><span class="sect2"><a href="#docks">Docks</a></span></dt><dt><span class="sect2"><a href="#status_bar">Status Bar</a></span></dt><dt><span class="sect2"><a href="#context_chooser">Context Chooser</a></span></dt><dt><span class="sect2"><a href="#multi-tabs">Multiple Tabs</a></span></dt><dt><span class="sect2"><a href="#edition_panels">Edition Panels</a></span></dt><dt><span class="sect2"><a href="#tables">Tables</a></span></dt><dt><span class="sect2"><a href="#save_customized_content">Save Customized Content</a></span></dt><dt><span class="sect2"><a href="#undo_redo">Undo / Redo</a></span></dt><dt><span class="sect2"><a href="#mass_update">Mass Update</a></span></dt><dt><span class="sect2"><a href="#property_editor">Property Editor</a></span></dt><dt><span class="sect2"><a href="#search">Search as you type</a></span></dt></dl></dd><dt><span class="sect1"><a href="#import">Import Files</a></span></dt><dd><dl><dt><span class="sect2"><a href="#supported_file_formats">Supported File Formats</a></span></dt><dt><span class="sect2"><a href="#csv_specificities">CSV Specificities</a></span></dt><dt><span class="sect2"><a href="#import_operations">Importing Operations</a></span></dt><dt><span class="sect2"><a href="#merge_operations">Merge operations after import</a></span></dt></dl></dd><dt><span class="sect1"><a href="#export">Export</a></span></dt><dd><dl><dt><span class="sect2"><a href="#export_file">Export all your data in one file</a></span></dt><dt><span class="sect2"><a href="#export_table">Export a specific table</a></span></dt><dt><span class="sect2"><a href="#export_graph">Export Graph</a></span></dt></dl></dd><dt><span class="sect1"><a href="#dashboard">Dashboard</a></span></dt><dt><span class="sect1"><a href="#accounts">Bank & Accounts</a></span></dt><dd><dl><dt><span class="sect2"><a href="#account_properties">Account properties</a></span></dt><dt><span class="sect2"><a href="#accounts_list">Accounts list</a></span></dt><dt><span class="sect2"><a href="#create_account">Create an Account</a></span></dt><dt><span class="sect2"><a href="#modify_account">Modify an Account</a></span></dt><dt><span class="sect2"><a href="#delete_account">Delete Accounts</a></span></dt></dl></dd><dt><span class="sect1"><a href="#operations">Operations</a></span></dt><dd><dl><dt><span class="sect2"><a href="#operation_properties">Operation Properties</a></span></dt><dt><span class="sect2"><a href="#operations_list">Operations list</a></span></dt><dt><span class="sect2"><a href="#standard_operation">Create an operation</a></span></dt><dt><span class="sect2"><a href="#split_operation">Split Operation</a></span></dt><dt><span class="sect2"><a href="#transfer">Transfer</a></span></dt><dt><span class="sect2"><a href="#shares">Shares</a></span></dt><dt><span class="sect2"><a href="#schedule_operation">Schedule Operations</a></span></dt><dt><span class="sect2"><a href="#fast_edition">Fast Edition</a></span></dt><dt><span class="sect2"><a href="#reconciliation">Reconciliation</a></span></dt><dt><span class="sect2"><a href="#templates">Template Operations</a></span></dt></dl></dd><dt><span class="sect1"><a href="#scheduled">Scheduled</a></span></dt><dd><dl><dt><span class="sect2"><a href="#scheduled_operations">Scheduled Operations</a></span></dt><dt><span class="sect2"><a href="#scheduled_templates">Scheduled Templates</a></span></dt></dl></dd><dt><span class="sect1"><a href="#trackers">Trackers</a></span></dt><dd><dl><dt><span class="sect2"><a href="#close_tracker">Close Tracker</a></span></dt></dl></dd><dt><span class="sect1"><a href="#categories">Categories</a></span></dt><dt><span class="sect1"><a href="#reports">Reports</a></span></dt><dd><dl><dt><span class="sect2"><a href="#setup_report">Set up report</a></span></dt><dt><span class="sect2"><a href="#graph_types">Graph Types</a></span></dt><dt><span class="sect2"><a href="#zoom_graph">Zoom on graph</a></span></dt><dt><span class="sect2"><a href="#report_examples">Report Examples</a></span></dt><dt><span class="sect2"><a href="#going_deeper">Going Deeper</a></span></dt></dl></dd><dt><span class="sect1"><a href="#monthly_report">Monthly Report</a></span></dt><dt><span class="sect1"><a href="#units">Units</a></span></dt><dd><dl><dt><span class="sect2"><a href="#edit_units">Edit Units</a></span></dt><dt><span class="sect2"><a href="#unit_types">Unit Types</a></span></dt></dl></dd><dt><span class="sect1"><a href="#search_and_process">Search & Process</a></span></dt><dd><dl><dt><span class="sect2"><a href="#define_search_criteria">Define search criteria</a></span></dt><dt><span class="sect2"><a href="#view_search_result">View search results</a></span></dt><dt><span class="sect2"><a href="#define_processing">Define Processing</a></span></dt><dt><span class="sect2"><a href="#define_alarm">Define Alarm</a></span></dt></dl></dd></dl></dd><dt><span class="chapter"><a href="#credits">3. Credits and License</a></span></dt><dt><span class="appendix"><a href="#installation">A. Installation</a></span></dt><dd><dl><dt><span class="sect1"><a href="#getting-skrooge">How to obtain <span class="application">Skrooge</span></a></span></dt><dt><span class="sect1"><a href="#requirements">Requirements</a></span></dt><dt><span class="sect1"><a href="#Installation">Installing <span class="application">Skrooge</span></a></span></dt><dd><dl><dt><span class="sect2"><a href="#prerequisites">Prerequisites</a></span></dt><dt><span class="sect2"><a href="#compilation">Compilation and Installation</a></span></dt></dl></dd></dl></dd><dt><span class="appendix"><a href="#search_process_real_case">B. Search & Process real case study</a></span></dt><dt><span class="appendix"><a href="#holidays_expenses_analysis">C. Deep analysis exercise: Holidays expenses</a></span></dt><dd><dl><dt><span class="sect1"><a href="#analysis_context">Analysis Context</a></span></dt><dt><span class="sect1"><a href="#analysis_data_organisation">Data Organisation</a></span></dt><dt><span class="sect1"><a href="#analysis_total_cost">Finding the holidays total cost</a></span></dt><dt><span class="sect1"><a href="#analysis_expenses_distribution">Expenses Distribution</a></span></dt><dt><span class="sect1"><a href="#analysis_conclusion">Conclusion</a></span></dt></dl></dd></dl></div><div class="list-of-tables"><p><b>List of Tables</b></p><dl><dt>2.1. <a href="#id2962487"></a></dt><dt>2.2. <a href="#id2962542"></a></dt><dt>2.3. <a href="#id2962621"></a></dt><dt>2.4. <a href="#id2962745"></a></dt><dt>2.5. <a href="#id2962799"></a></dt><dt>2.6. <a href="#id2962878"></a></dt><dt>B.1. <a href="#id2964473">Search Definition</a></dt><dt>B.2. <a href="#id2964535">Update Definition</a></dt></dl></div><div class="chapter" lang="en"><div class="titlepage"><div><div><h2 class="title"><a name="introduction"></a>Chapter?1.?Introduction</h2></div></div></div><div class="toc"><p><b>Table of Contents</b></p><dl><dt><span class="sect1"><a href="#skrooge-intro"><span class="application">Skrooge</span></a></span></dt><dd><dl><dt><span class="sect2"><a href="#what-skrooge-is">What <span class="application">Skrooge</span> Is</a></span></dt><dt><span class="sect2"><a href="#what-skrooge-is-not">What <span class="application">Skrooge</span> Is Not</a></span></dt></dl></dd><dt><span class="sect1"><a href="#terminology">Terminology</a></span></dt><dd><dl><dt><span class="sect2"><a href="#terminology-document">Document</a></span></dt><dt><span class="sect2"><a href="#terminology-account">Account</a></span></dt><dt><span class="sect2"><a href="#terminology-operation">Operation</a></span></dt><dt><span class="sect2"><a href="#terminology-category">Category</a></span></dt><dt><span class="sect2"><a href="#terminology-unit">Unit</a></span></dt></dl></dd></dl></div><div class="sect1" lang="en"><div class="titlepage"><div><div><h2 class="title" style="clear: both"><a name="skrooge-intro"></a><span class="application">Skrooge</span></h2></div></div></div><p> -<span class="application">Skrooge</span> is an application for managing your personal finances. It can keep track of your incomes and expenses across several accounts, in several currencies. It has all the features you should expect from such a tool, such as categories, scheduled operations, graphical reporting, stocks management... It also has some less common features, like fast operation edition, search as you type, refund trackers, customizable attributes... -</p><div class="screenshot"><div xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="mediaobject"><hr><img src="reports.png" alt="Skrooge displaying the balance evolution of an account"><hr></div></div><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="what-skrooge-is"></a>What <span class="application">Skrooge</span> Is</h3></div></div></div><p> -<span class="application">Skrooge</span> is a personal finances manager for <span class="acronym">KDE</span> 4. It is intended to be used by individuals who want to keep track of their incomes, expenses and investments. -</p></div><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="what-skrooge-is-not"></a>What <span class="application">Skrooge</span> Is Not</h3></div></div></div><p> -<span class="application">Skrooge</span> is not a professional tool. It doesn't have functions expected from a software you would use to run a small business. It doesn't manage taxes, doesn't use double-entry system, or any advanced financial function. -</p></div></div><div class="sect1" lang="en"><div class="titlepage"><div><div><h2 class="title" style="clear: both"><a name="terminology"></a>Terminology</h2></div></div></div><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="terminology-document"></a>Document</h3></div></div></div><p> -A document is a <span class="application">Skrooge</span> file (extension .skg). It can contain an indefinite number of <a href="#terminology-account" title="Account">accounts</a>. You can use one document to manage all your accounts at once. -</p></div><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="terminology-account"></a>Account</h3></div></div></div><p>A <span class="application">Skrooge</span> account is similar to your bank account. For example, if you own one account for you, one for your wife, and one in common, you can create these three accounts in <span class="application">Skrooge</span>. Every time you spend or earn some money, you register an <a href="#terminology-operation" title="Operation">operation</a>, and indicate the account this operation was made on. -</p></div><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="terminology-operation"></a>Operation</h3></div></div></div><p>An operation is either a credit or a debt on one of your accounts. By affecting a <a href="#terminology-category" title="Category">category</a> to an operation, you are able to analyze how you spend your money. -</p><div class="sect3" lang="en"><div class="titlepage"><div><div><h4 class="title"><a name="terminology_standard_operation"></a>Standard Operation</h4></div></div></div><p>A standard operation is the basic operation in <span class="application">Skrooge</span>. Like "Today, spent 20€ in credit card for groceries".</p><p></p></div><div class="sect3" lang="en"><div class="titlepage"><div><div><h4 class="title"><a name="terminology_split_operation"></a>Split Operation</h4></div></div></div><p>A split operation is an operation for which the total amount is split over several <a href="#terminology-category" title="Category">categories</a> or <a href="#trackers" title="Trackers">trackers</a>.</p><p>For example, "Yesterday, spent 100€ at the supermarket, of which 60€ were for food, and 40€ for clothes".</p></div><div class="sect3" lang="en"><div class="titlepage"><div><div><h4 class="title"><a name="terminology_transfer"></a>Transfer</h4></div></div></div><p>A transfer in <span class="application">Skrooge</span> is equivalent to moving a quantity of money from one of your <span class="application">Skrooge</span> accounts to another of your <span class="application">Skrooge</span> accounts.</p><p>This must not be confused with the payment mode chosen: if you made a transfer, for example using your bank's website, to someone else's account, this is not a transfer operation, because <span class="application">Skrooge</span> doesn't know about that other person's account. It is a <a href="#terminology_standard_operation" title="Standard Operation">standard operation</a> made with transfer as a payment mode.</p><p>Read the <a href="#transfer" title="Transfer">dedicated chapter</a> if things are still unclear</p></div><div class="sect3" lang="en"><div class="titlepage"><div><div><h4 class="title"><a name="terminology_validated_operation"></a>Validated Operation</h4></div></div></div><p>When <a href="#import" title="Import Files">Importing</a> operations, they are not considered valid right away. You need first to manually validate them before. A validated operation is this, an imported operation that has been validated.</p><p>Note that it is possible to automatically validate operations on import, by turning on the corresponding option in the settings.</p></div><div class="sect3" lang="en"><div class="titlepage"><div><div><h4 class="title"><a name="terminology_pointed_operation"></a>Pointed Operation</h4></div></div></div><p>During the <a href="#reconciliation" title="Reconciliation">reconciliation process</a>, you point in <span class="application">Skrooge</span> all operations that appear in the corresponding account position. A pointed operation is one of these operations. It is not <a href="#terminology_checked_operation" title="Checked Operation">Checked</a> until the reconciliation is completed.</p></div><div class="sect3" lang="en"><div class="titlepage"><div><div><h4 class="title"><a name="terminology_checked_operation"></a>Checked Operation</h4></div></div></div><p>When all operations on your account's position have been pointed in <span class="application">Skrooge</span>, you can complete the reconciliation process. All <a href="#terminology_pointed_operation" title="Pointed Operation">Pointed</a> operation are then turned into Checked Operations.</p></div></div><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="terminology-category"></a>Category</h3></div></div></div><p>A category is basically a class of operations. Some classic examples include "Food", "Taxes","Salary"... A category can contain other categories: it is a hierarchical structure. For example, category "transport" can contain categories "Bus", "Automotive", "plane"... <span class="application">Skrooge</span> handles an infinite depth of categories. -</p></div><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="terminology-unit"></a>Unit</h3></div></div></div><p>A unit in <span class="application">Skrooge</span> can be anything that has a value. Examples: - -</p><div class="itemizedlist"><ul type="disc"><li><p>Currency - </p><div class="itemizedlist"><ul type="circle"><li><p>$ (US Dollar)</p></li><li><p>€ (euro)</p></li><li><p>? (Sterling Pound)</p></li></ul></div><p> - </p></li><li><p>Stock - </p><div class="itemizedlist"><ul type="circle"><li><p>GOOG (Google)</p></li></ul></div><p> - </p></li><li><p>Anything you own - </p><div class="itemizedlist"><ul type="circle"><li><p>Your house</p></li><li><p>Your car</p></li></ul></div><p> - </p></li></ul></div><p> - -</p></div></div></div><div class="chapter" lang="en"><div class="titlepage"><div><div><h2 class="title"><a name="using-skrooge"></a>Chapter?2.?Using <span class="application">Skrooge</span></h2></div></div></div><div class="toc"><p><b>Table of Contents</b></p><dl><dt><span class="sect1"><a href="#user_interface">User Interface</a></span></dt><dd><dl><dt><span class="sect2"><a href="#main_area">The main area</a></span></dt><dt><span class="sect2"><a href="#docks">Docks</a></span></dt><dt><span class="sect2"><a href="#status_bar">Status Bar</a></span></dt><dt><span class="sect2"><a href="#context_chooser">Context Chooser</a></span></dt><dt><span class="sect2"><a href="#multi-tabs">Multiple Tabs</a></span></dt><dt><span class="sect2"><a href="#edition_panels">Edition Panels</a></span></dt><dt><span class="sect2"><a href="#tables">Tables</a></span></dt><dt><span class="sect2"><a href="#save_customized_content">Save Customized Content</a></span></dt><dt><span class="sect2"><a href="#undo_redo">Undo / Redo</a></span></dt><dt><span class="sect2"><a href="#mass_update">Mass Update</a></span></dt><dt><span class="sect2"><a href="#property_editor">Property Editor</a></span></dt><dt><span class="sect2"><a href="#search">Search as you type</a></span></dt></dl></dd><dt><span class="sect1"><a href="#import">Import Files</a></span></dt><dd><dl><dt><span class="sect2"><a href="#supported_file_formats">Supported File Formats</a></span></dt><dt><span class="sect2"><a href="#csv_specificities">CSV Specificities</a></span></dt><dt><span class="sect2"><a href="#import_operations">Importing Operations</a></span></dt><dt><span class="sect2"><a href="#merge_operations">Merge operations after import</a></span></dt></dl></dd><dt><span class="sect1"><a href="#export">Export</a></span></dt><dd><dl><dt><span class="sect2"><a href="#export_file">Export all your data in one file</a></span></dt><dt><span class="sect2"><a href="#export_table">Export a specific table</a></span></dt><dt><span class="sect2"><a href="#export_graph">Export Graph</a></span></dt></dl></dd><dt><span class="sect1"><a href="#dashboard">Dashboard</a></span></dt><dt><span class="sect1"><a href="#accounts">Bank & Accounts</a></span></dt><dd><dl><dt><span class="sect2"><a href="#account_properties">Account properties</a></span></dt><dt><span class="sect2"><a href="#accounts_list">Accounts list</a></span></dt><dt><span class="sect2"><a href="#create_account">Create an Account</a></span></dt><dt><span class="sect2"><a href="#modify_account">Modify an Account</a></span></dt><dt><span class="sect2"><a href="#delete_account">Delete Accounts</a></span></dt></dl></dd><dt><span class="sect1"><a href="#operations">Operations</a></span></dt><dd><dl><dt><span class="sect2"><a href="#operation_properties">Operation Properties</a></span></dt><dt><span class="sect2"><a href="#operations_list">Operations list</a></span></dt><dt><span class="sect2"><a href="#standard_operation">Create an operation</a></span></dt><dt><span class="sect2"><a href="#split_operation">Split Operation</a></span></dt><dt><span class="sect2"><a href="#transfer">Transfer</a></span></dt><dt><span class="sect2"><a href="#shares">Shares</a></span></dt><dt><span class="sect2"><a href="#schedule_operation">Schedule Operations</a></span></dt><dt><span class="sect2"><a href="#fast_edition">Fast Edition</a></span></dt><dt><span class="sect2"><a href="#reconciliation">Reconciliation</a></span></dt><dt><span class="sect2"><a href="#templates">Template Operations</a></span></dt></dl></dd><dt><span class="sect1"><a href="#scheduled">Scheduled</a></span></dt><dd><dl><dt><span class="sect2"><a href="#scheduled_operations">Scheduled Operations</a></span></dt><dt><span class="sect2"><a href="#scheduled_templates">Scheduled Templates</a></span></dt></dl></dd><dt><span class="sect1"><a href="#trackers">Trackers</a></span></dt><dd><dl><dt><span class="sect2"><a href="#close_tracker">Close Tracker</a></span></dt></dl></dd><dt><span class="sect1"><a href="#categories">Categories</a></span></dt><dt><span class="sect1"><a href="#reports">Reports</a></span></dt><dd><dl><dt><span class="sect2"><a href="#setup_report">Set up report</a></span></dt><dt><span class="sect2"><a href="#graph_types">Graph Types</a></span></dt><dt><span class="sect2"><a href="#zoom_graph">Zoom on graph</a></span></dt><dt><span class="sect2"><a href="#report_examples">Report Examples</a></span></dt><dt><span class="sect2"><a href="#going_deeper">Going Deeper</a></span></dt></dl></dd><dt><span class="sect1"><a href="#monthly_report">Monthly Report</a></span></dt><dt><span class="sect1"><a href="#units">Units</a></span></dt><dd><dl><dt><span class="sect2"><a href="#edit_units">Edit Units</a></span></dt><dt><span class="sect2"><a href="#unit_types">Unit Types</a></span></dt></dl></dd><dt><span class="sect1"><a href="#search_and_process">Search & Process</a></span></dt><dd><dl><dt><span class="sect2"><a href="#define_search_criteria">Define search criteria</a></span></dt><dt><span class="sect2"><a href="#view_search_result">View search results</a></span></dt><dt><span class="sect2"><a href="#define_processing">Define Processing</a></span></dt><dt><span class="sect2"><a href="#define_alarm">Define Alarm</a></span></dt></dl></dd></dl></div><div class="sect1" lang="en"><div class="titlepage"><div><div><h2 class="title" style="clear: both"><a name="user_interface"></a>User Interface</h2></div></div></div><p> -The <span class="application">Skrooge</span> window is composed of a main area, surrounded by docks, and a status bar. Docks can be closed and reopened, and positioned left or right of the main area. -</p><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="main_area"></a>The main area</h3></div></div></div><p> -This is where <span class="application">Skrooge</span> will display the information you're interested in. It can contain <a href="#multi-tabs" title="Multiple Tabs">many tabs</a>, each one with the view you assigned to it. -</p></div><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="docks"></a>Docks</h3></div></div></div><p> -Docks can be found in many <span class="acronym">KDE</span> applications. They are a subpart of an application window, and can be relocated, stacked, closed, or even detached from the main window. -</p><p> -Some examples of docks layout: -</p><p> -<span class="inlinemediaobject"><img src="docks_left_right.png"></span> -<span class="inlinemediaobject"><img src="docks_detached.png"></span> -<span class="inlinemediaobject"><img src="docks_stacked.png"></span> -</p><p> -<span class="application">Skrooge</span> docks are: -</p><div class="itemizedlist"><ul type="disc"><li><p><a href="#context_chooser" title="Context Chooser">The context chooser</a></p></li><li><p><a href="#bookmarks" title="Using Bookmarks">The bookmark list</a></p></li><li><p><a href="#undo_redo" title="Undo / Redo">The undo / redo browser</a></p></li><li><p><a href="#property_editor" title="Property Editor">The property editor</a></p></li></ul></div><p> -</p></div><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="status_bar"></a>Status Bar</h3></div></div></div><p> -The status bar is a small section at the bottom of the <span class="application">Skrooge</span> window, displaying various information as you work. It includes a progress bar and a cancel button, in case you want to interrupt a long task, such as importing a large file. -</p><div class="screenshot"><div xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="mediaobject"><hr><img src="progress-bar.png" alt="The Skrooge progress bar"><hr></div></div><p> -</p></div><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="context_chooser"></a>Context Chooser</h3></div></div></div><p> -The context chooser is a dock where you can select the view to be displayed in the current tab or in a new tab. To open in a new tab, hold the <span><strong class="keycap">Ctrl</strong></span> key while clicking on the selected view.</p><div class="screenshot"><div xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="mediaobject"><hr><img src="context_chooser.png" alt="The context chooser"><hr></div></div><p>Each context will be described in a specific chapter in this handbook.</p></div><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="multi-tabs"></a>Multiple Tabs</h3></div></div></div><div class="screenshot"><div xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="mediaobject"><hr><img src="multi_tabs.png" alt="Skrooge showing several tabs"><hr></div></div><p><span class="application">Skrooge</span> can display several tabs. You can add as many tabs as you want, each one containing the information you need. The above screenshot shows 4 tabs (accounts, operations, and two graphs).</p></div><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="edition_panels"></a>Edition Panels</h3></div></div></div><p>In most <span class="application">Skrooge</span> tabs, the way to edit items is to use the edition panel, located at the bottom of the page. In order to preserve maximum space for visualizing information, especially on small screens, edition panels can be hidden or displayed using buttons.</p><div class="screenshot"><div xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="mediaobject"><hr><img src="edition_panel_buttons.png" alt="Buttons for showing or hiding Operations edition panels."><hr></div></div><p>When more than one edition mode is available, several buttons allow choosing amongst them. In the above screenshot, there are four buttons allowing to choose the edition mode for <a href="#operations" title="Operations">Operations</a>, "Standard", "Split", "Transfer" and "Shares".</p></div><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="tables"></a>Tables</h3></div></div></div><p>In <span class="application">Skrooge</span>, all tables are customizable. Bring up the contextual menu (usually by right-clicking) on the column header, and you will see a menu appear:</p><div class="screenshot"><div xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="mediaobject"><hr><img src="table_menu.png" alt="Customizing a table"><hr></div></div><div class="variablelist"><dl><dt><span class="term"><span xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="guiitem"><span class="guimenu">Columns</span></span></span></dt><dd><p>Customize the columns appearance.</p><div class="variablelist"><dl><dt><span class="term"><span xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="guiitem"><span class="guimenu">View Appearance</span></span></span></dt><dd><p>Use a predefined set of columns. The "default" column usually shows all columns. Other predefined sets may exist on a per table basis.</p></dd><dt><span class="term"><span xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="guiitem"><span class="guimenu">Resize to Content</span></span></span></dt><dd><p>Resize all columns to fit to the content.</p></dd><dt><span class="term"><span xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="guiitem"><span class="guimenu">Auto Resize</span></span></span></dt><dd><p>When activated, you will not be able to manually resize columns, <span class="application">Skrooge</span> will do it automatically based on the columns content.</p></dd><dt><span class="term"><span xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="guiitem"><span class="guimenu">List of displayed columns</span></span></span></dt><dd><p>shows the list of all columns that can be displayed for this table. The ones currently displayed are ticked. Untick to hide a column, tick to show.</p></dd></dl></div></dd><dt><span class="term"><span xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="guiitem"><span class="guimenu">Smooth Scrolling</span></span></span></dt><dd><p>When enabled, allows you to scroll in the table by left clicking and moving the mouse. Quickly move the mouse in one direction, as if you were "throwing" it, and the table will scroll faster with a dampening effect. Mostly useful on touch devices.</p></dd><dt><span class="term"><span xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="guiitem"><span class="guimenu">Show Grid</span></span></span></dt><dd><p>Draw grid lines in the table.</p></dd><dt><span class="term"><span xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="guiitem"><span class="guimenu">Alternate row colors</span></span></span></dt><dd><p>Alternate the colors used for each row. The colors used are based on the chosen <span class="acronym">KDE</span> color scheme.</p></dd><dt><span class="term"><span xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="guiitem"><span class="guimenu">Export</span></span></span></dt><dd><p><a href="#export_table" title="Export a specific table">Export the table</a> as a stand-alone file. Supported formats are pdf, csv or txt.</p></dd></dl></div><p>You may also click on a header to choose the sorting column, or reorder columns by dragging them left or right.</p></div><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="save_customized_content"></a>Save Customized Content</h3></div></div></div><p>As explained in the <a href="#tables" title="Tables">previous chapter</a>, tables can be totally customized to your liking. But you probably don't want to loose all the customization work you made upon closing a tab. There are two ways to save this work.</p><div class="sect3" lang="en"><div class="titlepage"><div><div><h4 class="title"><a name="save_default_context"></a>Save Default Context</h4></div></div></div><p>This option allows you saving the current tab state as the default state that will always be called when opening this context. For example, you may want your <a href="#dashboard" title="Dashboard">Dashboard</a> to contain 4 widgets, organized to your liking. What's even more important is that you always want the Dashboard to look the same, you don't want to repeat the customization work every time you open it.</p><p>To do this, you simply need to do customization work once, then to save the tab state as the Default State for the context being displayed. Setting the default state is done either by right clicking on the tab and selecting <span xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="guiitem"><span class="guimenuitem">Save Context State</span></span>.</p><div class="screenshot"><div xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="mediaobject"><hr><img src="tab_state_management.png" alt="Contextual menu on tabs"><hr></div></div><p>A faster way is to click on the disk icon <span class="inlinemediaobject"><img src="document-save.png"></span> that appears on the left of the tab title whenever you modified the default state in a tab.</p></div><div class="sect3" lang="en"><div class="titlepage"><div><div><h4 class="title"><a name="bookmarks"></a>Using Bookmarks</h4></div></div></div><p>Imagine you need to customize the operations view on a per account basis: each account would be displayed in its own tab, maybe with different columns in each table. The forementioned method does not work, since it applies on all tabs with the same type. -</p><p>The solution here is to save each individual tab as a Bookmark. Much like in a web browser, bookmarks can be organized in a hierarchy of bookmark folders, that you can visualize in the Bookmark Browser:</p><div class="screenshot"><div xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="mediaobject"><hr><img src="bookmarks_browser.png" alt="The bookmarks browser"><hr></div></div><p>To create a bookmark, select a context from the <a href="#context_chooser" title="Context Chooser">context chooser</a> you want to bookmark, and customize its content to your liking. Once you're done with that, in the Bookmarks <a href="#docks" title="Docks">dock</a>, bring up the context menu, and select <span xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="guiitem"><span class="guimenu">Bookmark current page</span></span>.</p><p>Each bookmark or bookmark folder can be "autostarted", <span class="abbrev">i.e.</span> it will be automatically opened when starting <span class="application">Skrooge</span>. This way, you can fully customize the default <span class="application">Skrooge</span> layout.</p></div></div><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="undo_redo"></a>Undo / Redo</h3></div></div></div><p> -<span class="application">Skrooge</span> manages undo/redo in a rather classic fashion, except that you can undo or redo any action, even if it was made several days ago. As per default settings, the history is not cleared upon closing <span class="application">Skrooge</span> (you can change this behaviour in the settings), which means you could undo virtually everything up to the document creation. -</p><p> -In order to limit the impact on filesize, <span class="application">Skrooge</span> is configured by default to keep an history of 50 entries. You can change this value in the settings. -</p><p> -<span class="application">Skrooge</span> has a <a href="#docks" title="Docks">dock</a> that lists all undoable actions. -</p><div class="screenshot"><div xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="mediaobject"><hr><img src="history_browser.png" alt="The history browser"><hr></div></div><p> -The history browser shows three columns: -</p><div class="itemizedlist"><ul type="disc"><li><p> -an icon showing the state of the action. A yellow counter clockwise arrow <span class="inlinemediaobject"><img src="edit-undo.png"></span> means the action is undoable. A green clockwise icon <span class="inlinemediaobject"><img src="edit-redo.png"></span> means the action is redoable. -</p></li><li><p> -the description of the action -</p></li><li><p> -the date when the action was made -</p></li><li><p> -a disk icon <span class="inlinemediaobject"><img src="document-save.png"></span> means this action corresponds to a saved state, <span class="abbrev">i.e.</span> the document was saved right after this action. -</p></li></ul></div><p> -To undo an undoable operation, or redo a redoable operation, double click on it. -</p></div><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="mass_update"></a>Mass Update</h3></div></div></div><p>In <span class="application">Skrooge</span>, it is possible to massively update a selection of items. Though mostly useful for <a href="#operations" title="Operations">operations</a>, it can also be used on <a href="#accounts" title="Bank & Accounts">accounts</a>, <a href="#units" title="Units">units</a>, <a href="#scheduled" title="Scheduled">scheduled operations</a>...</p><p>The way to do this is quite straightforward : select items to be updated, set the attribute value(s) that should be applied on all items, and click on <span xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="guiitem"><span class="guibutton">Apply</span></span>. For all attributes where you didn't set a value, it will be left untouched on items.</p><div class="screenshot"><div xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="mediaobject"><hr><img src="before_mass_update.png"><div class="caption"><p>Set mode as "Credit Card" and payee as "ACME" on selected operations.</p></div><hr></div></div><div class="screenshot"><div xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="mediaobject"><hr><img src="after_mass_update.png"><div class="caption"><p>Updated operations.</p></div><hr></div></div><div class="note" style="margin-left: 0.5in; margin-right: 0.5in;"><h3 class="title">Note</h3><p>It is intentionally impossible to set date or quantity with a mass update</p></div></div><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="property_editor"></a>Property Editor</h3></div></div></div><p> One of <span class="application">Skrooge</span> rather uncommon features is the ability to add custom properties to any object. For example, you may want to add the name and phone number of a bank employee to an account, because he / she is your contact. Or maybe attach a file to an operation, like an invoice scan. -</p><p> -This can be achieved using the property editor, which is a <a href="#docks" title="Docks">dock</a> of its own. -</p><div class="screenshot"><div xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="mediaobject"><hr><img src="property_editor.png" alt="The property editor, with an attachment"><hr></div></div><p> -When this dock is visible, it will display the custom properties of the selected object, whether it is an account, an operation, category, unit... -</p></div><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="search"></a>Search as you type</h3></div></div></div><p> -In all <span class="application">Skrooge</span> views, you will find a "filter" field allowing you to search as you type in the view: -</p><div class="itemizedlist"><ul type="disc"><li><p>In an operation view, it will filter the operations containing the text entered, whatever the column (date, payee, category, comment...)</p></li><li><p>In an accounts view, it will filter the accounts containing the text entered, whatever the column (bank, account name, number...)</p></li><li><p>In a report view, it will redraw the graph based on this filter</p></li><li><p>In a... well, you get the idea, right?</p></li></ul></div><p> -</p></div></div><div class="sect1" lang="en"><div class="titlepage"><div><div><h2 class="title" style="clear: both"><a name="import"></a>Import Files</h2></div></div></div><p><span class="application">Skrooge</span> is able to import files from other financial applications or from your bank. So, whether you're coming from another application, or simply don't want to go through the hassle of manually entering your operations, <span class="application">Skrooge</span> has a fast lane for you.</p><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="supported_file_formats"></a>Supported File Formats</h3></div></div></div><p>One the following formats may be used:</p><div class="variablelist"><dl><dt><span class="term">OFX</span></dt><dd><p>Open Financial eXchange. It is a well defined & documented format, that <span class="application">Skrooge</span> imports using a third party library (libofx). This is the recommended format for imports.</p></dd><dt><span class="term">QFX</span></dt><dd><p>QFX is a customization of OFX from the commercial software <span class="trademark">Quicken</span>™.</p></dd><dt><span class="term">QIF</span></dt><dd><p><span class="trademark">Quicken</span>™ Import File. Maybe the most common financial file format. However, it has some rather annoying limitations, like not giving the unit for operation, or no strict date formatting.</p></dd><dt><span class="term">CSV</span></dt><dd><p>Comma Separated Value. Though not strictly a financial format, it is quite often available as an export format from banks or other applications, mostly because it is so easy to use in a spreadsheet.</p></dd></dl></div></div><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="csv_specificities"></a>CSV Specificities</h3></div></div></div><p>Since CSV has no strictly defined format, there is no way for <span class="application">Skrooge</span> to know where it is supposed to find dates, categories, values... To do so, <span class="application">Skrooge</span> expects your CSV file to contain some headers indicating what is the column for. The file must contain at least columns "Date" and "Amount".</p><p>You may manually define how the file is set up (<span class="abbrev">i.e.</span> ignoring the headers in the file) by setting them in the application settings (<span xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="guiitem"><span class="guimenu">Settings</span></span> <span xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="guiitem"><span class="guimenuitem">Configure <span class="application">Skrooge</span></span></span>), in the <span xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="guiitem"><span class="guilabel">Import / Export</span></span> section.</p></div><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="import_operations"></a>Importing Operations</h3></div></div></div><p>One of <span class="application">Skrooge</span> principles is to avoid multiple wizards or dialog boxes. This is especially true for imports, where other applications require many information from the user. Not <span class="application">Skrooge</span>. When selecting <span xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="guiitem"><span class="guimenu">File</span></span><span xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="guiitem"><span class="guimenuitem">Import</span></span>, you will be asked to select the files (yes you can import many at once), and that's it. Behind the scene, <span class="application">Skrooge</span> will find the file format and apply the relevant import mode.</p><div class="sect3" lang="en"><div class="titlepage"><div><div><h4 class="title"><a name="import_account"></a>Account</h4></div></div></div><p>One thing that might surprise you is that you won't be asked in which account the operations should be imported. That is because <span class="application">Skrooge</span> will read the account number in the file, and will associate imported operations to that account.</p><p>If no account exists with this account number, or if the file does not contain this information, <span class="application">Skrooge</span> will use the file name as the account number.</p><p>If there is still no account with that number, <span class="application">Skrooge</span> will create a new account having the filename as the account number, and import all operations in that account. You will then be free to either rename the account, perform a <a href="#mass_update" title="Mass Update">mass update</a>, or use <a href="#search_and_process" title="Search & Process">Search & Process</a> to associate imported operations to an existing account.</p></div><div class="sect3" lang="en"><div class="titlepage"><div><div><h4 class="title"><a name="import_unit"></a>Unit</h4></div></div></div><p>If no unit is specified in the imported file (which is often the case for QIF & CSV), <span class="application">Skrooge</span> will assume the unit is your <a href="#unit_types" title="Unit Types">primary currency</a>. If this was not the case, use the <a href="#search_and_process" title="Search & Process">Search & Process</a> function to correct.</p></div><div class="sect3" lang="en"><div class="titlepage"><div><div><h4 class="title"><a name="import_date"></a>Date</h4></div></div></div><p>Sometimes, the input files will will not have dates formatted as per your country's customs (it may happen in QIF or CSV, OFX has an imposed date format). <span class="application">Skrooge</span> will do its best to detect the format.</p></div><div class="sect3" lang="en"><div class="titlepage"><div><div><h4 class="title"><a name="import_status"></a>Import Status</h4></div></div></div><p>Imported Operations have a specific status. Right after import, they are considered as "Imported, not yet validated". The idea here is that you may want to check if the import went as expected, so you need to identify quickly those operations. As per default settings, those operations will also appear in blue.</p><div class="tip" style="margin-left: 0.5in; margin-right: 0.5in;"><h3 class="title">Tip</h3><p>If you don't want this behaviour, you can set the option <span xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="guiitem"><span class="guilabel">Automatic Validation after Import</span></span> in the application's settings.</p></div></div></div><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="merge_operations"></a>Merge operations after import</h3></div></div></div><p>There are some cases where you have manually entered an operation, but also imported it from your bank. In such cases, the operation will appear twice in the list.</p><p>You may merge these two operations by selecting them, and select <span xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="guiitem"><span class="guimenuitem">Merge operations</span></span> in the contextual menu. This will add all information you manually entered to the imported operation, and will delete the manually entered operation.</p><div class="screenshot"><div xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="mediaobject"><hr><img src="merge_operations_menu.png"><hr></div></div></div></div><div class="sect1" lang="en"><div class="titlepage"><div><div><h2 class="title" style="clear: both"><a name="export"></a>Export</h2></div></div></div><p>There are different ways of exporting data with <span class="application">Skrooge</span> depending on what you intend to do.</p><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="export_file"></a>Export all your data in one file</h3></div></div></div><p>Using the menu <span xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="guiitem"><span class="guimenu">File</span></span> <span xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="guiitem"><span class="guimenuitem">Export</span></span>, a CSV or QIF file will be created, containing all operations in the current document. This is the option to choose if you need to export your data to another application.</p></div><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="export_table"></a>Export a specific table</h3></div></div></div><p>All <a href="#tables" title="Tables">tables</a> in <span class="application">Skrooge</span> can be exported, either in CSV, PDF, or TXT format. </p><div class="screenshot"><div xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="mediaobject"><hr><img src="export_table_menu.png"><hr></div></div><p>This works wherever a table is displayed, so you can use it to export whatever tabular information you need.</p></div><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="export_graph"></a>Export Graph</h3></div></div></div><p><span class="application">Skrooge</span> allows you exporting a <a href="#reports" title="Reports">graph</a>, either in PDF, SVG or just any image format supported by <span class="acronym">KDE</span> (PNG, JPG, GIF, TIFF...). You can do so by right-clicking on the graph, and choosing the <span xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="guiitem"><span class="guimenu">Export</span></span> option.</p><div class="screenshot"><div xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="mediaobject"><hr><img src="export_graph_menu.png"><hr></div></div></div></div><div class="sect1" lang="en"><div class="titlepage"><div><div><h2 class="title" style="clear: both"><a name="dashboard"></a>Dashboard</h2></div></div></div><p>The Dashboard is a <span class="application">Skrooge</span> plugin that displays global information about your financial situation.</p><div class="screenshot"><div xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="mediaobject"><hr><img src="dashboard.png"><hr></div></div><p>You can configure it using icons on the top right hand, or by right clicking and select or remove the blocks to display. Some blocks may also be configured by right clicking on their title.</p></div><div class="sect1" lang="en"><div class="titlepage"><div><div><h2 class="title" style="clear: both"><a name="accounts"></a>Bank & Accounts</h2></div></div></div><p>This is the plugin dedicated to managing your different accounts.</p><div class="screenshot"><div xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="mediaobject"><hr><img src="bank_accounts.png" alt="The Bank & Accounts view"><hr></div></div><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="account_properties"></a>Account properties</h3></div></div></div><p>A <span class="application">Skrooge</span> account has the following properties: - -</p><div class="variablelist"><dl><dt><span class="term">Bank</span></dt><dd><p>You may choose a bank from the drop down box (containing the list of known banks for your country), or type the name if your bank is not in the list (If the list is empty, the <span class="application">Skrooge</span> team has not yet been provided this information. You may contact us to help!).</p></dd><dt><span class="term">Account</span></dt><dd><p>The name you want to use for this account.</p></dd><dt><span class="term">Type</span></dt><dd><p>The account type can be -</p><div class="itemizedlist"><ul type="disc"><li><p>Current</p></li><li><p>Credit Card</p></li><li><p>Investment</p></li><li><p>Assets</p></li><li><p>Other</p></li></ul></div><p> - -The Account type is not used for any kind of processing at the moment, it is just there for information. -</p></dd><dt><span class="term">Bank Number</span></dt><dd><p>The identification number of your bank</p></dd><dt><span class="term">Agency Number</span></dt><dd><p>The identification number of the agency</p></dd><dt><span class="term">Account Number</span></dt><dd><p>The identification number of the account</p></dd><dt><span class="term">Address</span></dt><dd><p>The address of of the agency</p></dd><dt><span class="term">Comment</span></dt><dd><p>Anything you want !</p></dd></dl></div><p> - - - -</p></div><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="accounts_list"></a>Accounts list</h3></div></div></div><p>The accounts list takes the form of a table with one line per account. In addition to the <a href="#account_properties" title="Account properties">properties</a> you defined for this account, <span class="application">Skrooge</span> displays the following columns:</p><div class="variablelist"><dl><dt><span class="term">Amount</span></dt><dd><p>The amount available on the account, considering all operations registered, whether they are validated or not.</p></dd><dt><span class="term">Checked</span></dt><dd><p>The amount of all validated operations. This should be equal to the amount written on your last account's position from your bank.</p></dd><dt><span class="term">Foreseen</span></dt><dd><p>The difference between the two previous columns</p></dd><dt><span class="term">Number of operations</span></dt><dd><p>The total number of operations made on this account</p></dd></dl></div><p>As with all <span class="application">Skrooge</span> list views, you can fully <a href="#tables" title="Tables">customize the table appearance</a>.</p></div><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="create_account"></a>Create an Account</h3></div></div></div><p>The account creation is done using the edition panel below the accounts list.</p><p> -To create an account, enter its attributes (the mandatory ones are in bold), and click on <span xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="guiitem"><span class="guibutton">Add</span></span>. <span class="application">Skrooge</span> doesn't need you to provide the initial amount of this account. In order to set the initial amount of the account, create an operation corresponding to the initial amount.</p></div><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="modify_account"></a>Modify an Account</h3></div></div></div><p>To modify an account, select it, modify its attributes, and click on "Modify"</p></div><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="delete_account"></a>Delete Accounts</h3></div></div></div><p>To delete accounts, select them and either press <span><strong class="keycap">Delete</strong></span> on the keyboard, use the contextual menu, or use the icon in the toolbar.</p><div class="warning" style="margin-left: 0.5in; margin-right: 0.5in;"><h3 class="title">Warning</h3><p>Upon deleting an account, all operations belonging to this account will also be deleted ! (But you can always <a href="#undo_redo" title="Undo / Redo">undo</a> the deletion)</p></div></div></div><div class="sect1" lang="en"><div class="titlepage"><div><div><h2 class="title" style="clear: both"><a name="operations"></a>Operations</h2></div></div></div><p>Operations are, well, any operation you make on an account, be it an expense, income, transfer, sales, purchase... This is where you will probably spend most of your time when using <span class="application">Skrooge</span>.</p><p>In order to enter operations, you need to have at least one <a href="#accounts" title="Bank & Accounts">account</a> created.</p><div class="screenshot"><div xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="mediaobject"><hr><img src="operations.png" alt="The operations view"><hr></div></div><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="operation_properties"></a>Operation Properties</h3></div></div></div><div class="variablelist"><dl><dt><span class="term">Account</span></dt><dd><p>The account the operation is made on. Select it from the list of existing accounts.</p></dd><dt><span class="term">Date</span></dt><dd><p>The date when the operation was made. A calendar is accessible using the down arrow right of the field.</p></dd><dt><span class="term"><a name="quantity_field"></a>Amount</span></dt><dd><p>The amount is how much you spent or earned with this operation. <span class="application">Skrooge</span> requires you enter this in two separate fields: Quantity, and Unit.</p><p>The quantity is negative for an expense (-30, for example), and positive for an income (250, or simply 250). This field acts as a calculator, <span class="abbrev">i.e.</span> entering an expression such as 10 + 3.23*2 will result in the field containing 16.46.</p><p><span class="application">Skrooge</span> requires you to enter the <a href="#units" title="Units">unit</a> because an operation is not necessarily made in your main currency. For example, when you buy or purchase shares, the unit of the operation is the share unit.</p></dd><dt><span class="term">Payee</span></dt><dd><p>Who did you pay this to, or who gave you the money.</p></dd><dt><span class="term">Mode</span></dt><dd><p>What was the payment mode used for this operation. Something in the line of Credit Card, Cheque, Deposit... You name it !</p><p>Associated with the operation mode, is an optional number. It is mostly used to enter the check number, or a transfer number.</p></dd><dt><span class="term">Category</span></dt><dd><p>Which <a href="#categories" title="Categories">Category</a> this operation belongs to. If you need to affect more than one category to an operation, use the <a href="#split_operation" title="Split Operation">split</a> mode.</p><p>You can either choose an existing category, or type a new one. In this case, <span class="application">Skrooge</span> will create it for you along with the operation.</p><p>The separator between a parent category and its children is the > character. If you type Clothes > Shoes, <span class="application">Skrooge</span> will create the category Clothes if it doesn't exist yet, and its child category Shoes.</p><p>Of course, you may create entire category trees, such as Transport > Car > Fuel > Unleaded, <span class="application">Skrooge</span> will happily create all the hierarchical structure.</p></dd><dt><span class="term">Comment</span></dt><dd><p>Any comment you'd like.</p></dd><dt><span class="term">Tracker</span></dt><dd><p>If you want to track refund for this operation, enter the name of the <a href="#trackers" title="Trackers">Tracker</a> here. If you need to affect more than one tracker to an operation, use the <a href="#split_operation" title="Split Operation">split</a> mode.</p></dd></dl></div></div><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="operations_list"></a>Operations list</h3></div></div></div><p>The accounts list takes the form of a table with one line per account. In addition to the <a href="#account_properties" title="Account properties">properties</a> you defined for this account, <span class="application">Skrooge</span> displays the following columns:</p><div class="variablelist"><dl><dt><span class="term">Status</span></dt><dd><p>This check box indicates whether this operation has been confirmed during account reconciliation. A half-greyed check box means the reconciliation is ongoing.</p></dd><dt><span class="term">Bookmark</span></dt><dd><p>Mark this operation as Bookmarked, a synonym for Favorite.</p></dd><dt><span class="term">Scheduled</span></dt><dd><p>When an operation is scheduled, this column shows a chronometer icon.</p></dd></dl></div><p>These columns also have some specificities:</p><div class="variablelist"><dl><dt><span class="term">Mode</span></dt><dd><p>When the operation is part of a <a href="#transfer" title="Transfer">transfer</a>, the mode is preceded by a double arrow icon.</p></dd><dt><span class="term">Category</span></dt><dd><p>When the operation is <a href="#split_operation" title="Split Operation">split</a>, the category is preceded by a triple arrow icon.</p></dd></dl></div><p>As with all <span class="application">Skrooge</span> list views, you can fully <a href="#tables" title="Tables">customize the table appearance</a>.</p></div><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="standard_operation"></a>Create an operation</h3></div></div></div><p>To create a standard operation, you may use the <span xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="guiitem"><span class="guibutton">Clear button</span></span> to clear all fields and start a new operation from scratch. You can then fill its attributes (manually or using <a href="#fast_edition" title="Fast Edition">fast edition</a>), and click on <span xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="guiitem"><span class="guibutton">Add</span></span>.</p><p>You may also select a similar operation from the existing operations, modify what needs to be changed, and then click on <span xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="guiitem"><span class="guibutton">Add</span></span>.</p></div><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="split_operation"></a>Split Operation</h3></div></div></div><p>A split operation is an operation that has several categories, comments or trackers. You switch to the split operation edition mode using the <span xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="guiitem"><span class="guibutton">Split Button</span></span> at the bottom of <span class="application">Skrooge</span> window. When switching into the split operation edition mode, the fields Category, Comment and Tracker are replaced by a table.</p><div class="screenshot"><div xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="mediaobject"><hr><img src="split_operation.png" alt="The split operation edition panel."><hr></div></div><p>To edit a cell in this table, double click on it.</p><p>You can add as many lines in this table as you need. When changing the quantity in a line, <span class="application">Skrooge</span> will compute the difference with the operation global quantity, and display the remaining quantity in the last table line. If you changed the quantity in the last line, a new line will be added with the remaining quantity.</p><p>The fields here have the same behaviour as in the standard operation edition mode:</p><div class="itemizedlist"><ul type="disc"><li><p>The Category is a drop down box of existing categories. You can add a new category structure, <span class="application">Skrooge</span> will create it when creating the operation.</p></li><li><p>The Amount <a href="#quantity_field">acts as a calculator</a>.</p></li><li><p>The Tracker is a drop down box of existing trackers. You can add a new tracker, <span class="application">Skrooge</span> will create it when creating the operation.</p></li></ul></div></div><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="transfer"></a>Transfer</h3></div></div></div><p>A transfer operation is effectively a dual operation: when creating a transfer, <span class="application">Skrooge</span> will create two operations of opposite amounts (one positive, the other negative), on two different accounts. The attributes to provide here are slightly different from a standard operation:</p><div class="screenshot"><div xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="mediaobject"><hr><img src="transfer_operation.png" alt="The transfer operation edition panel."><hr></div></div><p>Instead of a Payee field, you will find a "To Account" list where you should select the account receiving the money.</p><p>Since a transfer means "Take some money from account A and put it account B", if you put a sign in the quantity field (+ or -), it will be ignored. The operation for account A will always be negative, positive for account B.</p><p>At the moment, once the operations are created they bear no relationship with each other: any modification on one of them will not be reflected on the other one.</p></div><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="shares"></a>Shares</h3></div></div></div><p>TO BE WRITTEN (this author has absolutely no knowledge of shares / stocks principles ;-D... You may help !)</p></div><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="schedule_operation"></a>Schedule Operations</h3></div></div></div><p>If an operation is known to be repeated on a regular basis, you may want <span class="application">Skrooge</span> to automatically enter it for you in the list of operations. This can be done by scheduling an operation, using the <span xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="guiitem"><span class="guibutton">Schedule button <span class="inlinemediaobject"><img src="schedule_operation.png"></span></span></span>.</p><p>The default scheduling parameters are:</p><div class="itemizedlist"><ul type="disc"><li><p> Repeat every month</p></li><li><p>Remind me 5 days before term</p></li><li><p>Automatically write on term</p></li></ul></div><p>You may change the default parameters in <span class="application">Skrooge</span> settings.</p><p>You may also change each scheduled operation parameters in the <a href="#scheduled" title="Scheduled">Scheduled plugin</a>.</p><p><span class="application">Skrooge</span> uses values from the last entry of the scheduled operation for writing the next one. If you increase for example the amount of your monthly contribution to the <span class="acronym">KDE</span> effort from 100$ to 200$, next operations automatically written by <span class="application">Skrooge</span> will have an amount of 200$.</p></div><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="fast_edition"></a>Fast Edition</h3></div></div></div><p>Whatever the chosen edition mode, there is a nifty function called Fast Edition that may speed up the work while creating new operations. It will fill the operation's attributes based on previously entered operations. Enter a value in any field of the editor, and press <span><strong class="keycap">F10</strong></span>, or click on the <span xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="guiitem"><span class="guibutton">Fast Edition Icon <span class="inlinemediaobject"><img src="fast_edition.png"></span></span></span> (without leaving the selected field).</p><p><span class="application">Skrooge</span> will look for the first (<span class="abbrev">i.e.</span> the most recent one) operation that has the same value in the same field, and fill all other fields with values from that operation. Call Fast Edition again, it will look for the next operation, and so on.</p><div class="warning" style="margin-left: 0.5in; margin-right: 0.5in;"><h3 class="title">Warning</h3><p>Fast Edition has no effect on the date, since it is rather unlikely that you want to create exactly the same operation, complete with the same date...</p><p>If you modified a field's value before calling Fast Edition, its content will not be affected. This is materialized by a small snowflake<span class="inlinemediaobject"><img src="frozen.png"></span> appearing in the field, so you know it is "frozen".</p></div><p>What's different here from similar functions in other personal finances software:</p><div class="itemizedlist"><ul type="disc"><li><p>It is called on user demand</p></li><li><p>It loops in all past operations with the same field value</p></li></ul></div><p>And it even works on split operations !</p></div><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="reconciliation"></a>Reconciliation</h3></div></div></div><p>Reconciliation is the process by which you ensure that all operations are aligned with your account's position from the bank point of view. It will involve you, your account's position, and a pen. Reconciliation can happen only for an account at one point in time.</p><p>In the operation view, select the account you wish to reconciliate from the drop down box. Switch into reconciliation mode using the <span xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="guiitem"><span class="guibutton">Switch Information button <span class="inlinemediaobject"><img src="switch_information.png"></span></span></span> below the operations table.</p><div class="screenshot"><div xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="mediaobject"><hr><img src="reconciliation_information.png" alt="The reconciliation mode information."><hr></div></div><p>Enter the position of your account as provided by your bank in the dedicated field. Now, you can proceed to checking in <span class="application">Skrooge</span> every operation that appears on the account recordings. For the moment, the check box for this operation will appear half greyed, until you really validate the reconciliation.</p><p>As you check operations, you will see <span class="application">Skrooge</span> display in the information zone:</p><div class="itemizedlist"><ul type="disc"><li><p>Delta: the difference between the previously entered account position and the sum of all checked operations</p></li><li><p>Expenditure:the total amount of expenses</p></li><li><p>Income: the total amount of incomes</p></li></ul></div><p>This may be useful when trying to spot operations you may have forgot to enter in <span class="application">Skrooge</span>. When all relevant operations have been checked, Delta is equal to 0, and the <span xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="guiitem"><span class="guibutton">Validate checked operations button <span class="inlinemediaobject"><img src="validate.png"></span></span></span> is activated. Click on this button to validate the reconciliation: all checked operations are now validated.</p><p>If the option <span xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="guiitem"><span class="guibutton">Hide checked operations</span></span> is selected, all these operations will now be hidden.</p></div><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="templates"></a>Template Operations</h3></div></div></div><p><span class="application">Skrooge</span> allows you creating template operations, <span class="abbrev">i.e.</span> operations that can be reused whenever you need it. For example, imagine are used to renting a DVD to watch at home. The operation is always the same :</p><div class="itemizedlist"><ul type="disc"><li><p>Amount: -4.99</p></li><li><p>Mode: Credit Card</p></li><li><p>Payee: Acme Video</p></li><li><p>Category: Leisure > Video</p></li></ul></div><p>However, you cannot make it a recurrent operation, because you rent a DVD when you feel like it, not every week. The idea behind template operations is that it gives you a basic skeleton that can be quickly inserted in your operations list.</p><p>Since Template operations are just another kind of operations, you can access them through the operations tab, using the button above the edition panel:</p><div class="screenshot"><div xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="mediaobject"><hr><img src="template_button.png" alt="Switching between templates and operations."><hr></div></div><p>Creating a template is strictly equal to creating an operation, by defining its attributes. Note that you can also create a template from an existing operation (bring up the contextual menu on an operation). In this case, the template will have the same attributes as the operation.</p><p>To use a template and create a new operation from it, double click on it. A new operation will be created with the same attributes as the template, at the current date. You can then modify its attributes if needed.</p><p>Templates can also be <a href="#scheduled" title="Scheduled">scheduled.</a></p></div></div><div class="sect1" lang="en"><div class="titlepage"><div><div><h2 class="title" style="clear: both"><a name="scheduled"></a>Scheduled</h2></div></div></div><p>This plugin shows you the list of all scheduled operations.</p><div class="screenshot"><div xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="mediaobject"><hr><img src="scheduled.png"><hr></div></div><p>This is where you can set up each scheduled operation to have its own parameters.</p><div class="variablelist"><dl><dt><span class="term">Next Occurrence</span></dt><dd><p>Displayed for information, but can also be used to force the date of the next occurrence.</p></dd><dt><span class="term">Once every</span></dt><dd><p>You can set an operation to be repeated over a given number of days, months, or years.</p></dd><dt><span class="term">Number of Occurrences</span></dt><dd><p>If the occurrence has a limited number of occurrences, you can check this option and define either the number of remaining occurrences, or the date of the last occurrence.</p></dd><dt><span class="term">Remind me</span></dt><dd><p>If you want <span class="application">Skrooge</span> to display a notification to remind you about the upcoming scheduled operation, you may check this option and set the number of days before term when the warning shall occur.</p></dd><dt><span class="term">Automatically Write</span></dt><dd><p>If you want <span class="application">Skrooge</span> to automatically write the upcoming scheduled operation, you may check this option and set the number of days before term when it will be written.</p></dd></dl></div><p>Double clicking on a scheduled operation will display the list of operations already registered for this scheduled operation in a new tab.</p><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="scheduled_operations"></a>Scheduled Operations</h3></div></div></div><p>If you schedule an operation, it will be used as a reference when inserting the next occurrence. Let us see an example, with this operation:</p><div class="table"><a name="id2962487"></a><p class="title"><b>Table?2.1.?</b></p><table summary="" border="1"><colgroup><col><col><col><col></colgroup><thead><tr><th>Date</th><th>Payee</th><th>Category</th><th>Amount</th></tr></thead><tbody><tr><td>20/06/2009</td><td><span class="acronym">KDE</span></td><td>Donations > Open Source</td><td>20€</td></tr></tbody></table></div><p>Now, if you schedule this operation, it will be written exactly like this for the next occurrence:</p><div class="table"><a name="id2962542"></a><p class="title"><b>Table?2.2.?</b></p><table summary="" border="1"><colgroup><col><col><col><col></colgroup><thead><tr><th>Date</th><th>Payee</th><th>Category</th><th>Amount</th></tr></thead><tbody><tr><td>20/06/2009</td><td><span class="acronym">KDE</span></td><td>Donations > Open Source</td><td>20€</td></tr><tr><td>20/07/2009</td><td><span class="acronym">KDE</span></td><td>Donations > Open Source</td><td>20€</td></tr></tbody></table></div><p>If you change something in the last occurrence, it will become the new reference for the next occurrence. For example, if you raise your monthly contribution to <span class="acronym">KDE</span> to 25€ in July, the next occurrence will also be with an amount of 25€:</p><div class="table"><a name="id2962621"></a><p class="title"><b>Table?2.3.?</b></p><table summary="" border="1"><colgroup><col><col><col><col></colgroup><thead><tr><th>Date</th><th>Payee</th><th>Category</th><th>Amount</th></tr></thead><tbody><tr><td>20/06/2009</td><td><span class="acronym">KDE</span></td><td>Donations > Open Source</td><td>20€</td></tr><tr><td>20/07/2009</td><td><span class="acronym">KDE</span></td><td>Donations > Open Source</td><td>25€</td></tr><tr><td>20/08/2009</td><td><span class="acronym">KDE</span></td><td>Donations > Open Source</td><td>25€</td></tr></tbody></table></div><p>All in all, a scheduled operation is a dynamic object, where the last occurrence is the reference. But maybe you'd like all occurrences to be static, <span class="abbrev">i.e.</span> the same values are always inserted for each new occurrence ? Enter <a href="#scheduled_templates" title="Scheduled Templates">Scheduled Templates</a>.</p></div><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="scheduled_templates"></a>Scheduled Templates</h3></div></div></div><p><a href="#templates" title="Template Operations">Templates</a> are some sort of reference operations. When scheduling a template, every new occurrence will be exactly equal to the template. Let's reuse our <a href="#schedule_operation" title="Schedule Operations">previous chapter</a> example, by creating a template like this:</p><div class="table"><a name="id2962745"></a><p class="title"><b>Table?2.4.?</b></p><table summary="" border="1"><colgroup><col><col><col><col></colgroup><thead><tr><th>Date</th><th>Payee</th><th>Category</th><th>Amount</th></tr></thead><tbody><tr><td>20/06/2009</td><td><span class="acronym">KDE</span></td><td>Donations > Open Source</td><td>20€</td></tr></tbody></table></div><p>The next occurrence will be:</p><div class="table"><a name="id2962799"></a><p class="title"><b>Table?2.5.?</b></p><table summary="" border="1"><colgroup><col><col><col><col></colgroup><thead><tr><th>Date</th><th>Payee</th><th>Category</th><th>Amount</th></tr></thead><tbody><tr><td>20/06/2009</td><td><span class="acronym">KDE</span></td><td>Donations > Open Source</td><td>20€</td></tr><tr><td>20/07/2009</td><td><span class="acronym">KDE</span></td><td>Donations > Open Source</td><td>20€</td></tr></tbody></table></div><p>Now change your July contribution to <span class="acronym">KDE</span> to 25€. Because you have scheduled a template with 20€ as amount, the next occurrence will also have an amount of 20€:</p><div class="table"><a name="id2962878"></a><p class="title"><b>Table?2.6.?</b></p><table summary="" border="1"><colgroup><col><col><col><col></colgroup><thead><tr><th>Date</th><th>Payee</th><th>Category</th><th>Amount</th></tr></thead><tbody><tr><td>20/06/2009</td><td><span class="acronym">KDE</span></td><td>Donations > Open Source</td><td>20€</td></tr><tr><td>20/07/2009</td><td><span class="acronym">KDE</span></td><td>Donations > Open Source</td><td>25€</td></tr><tr><td>20/08/2009</td><td><span class="acronym">KDE</span></td><td>Donations > Open Source</td><td>20€</td></tr></tbody></table></div><p>If you need to change the monthly value, just edit the template, and all future occurrences will have the new value.</p></div></div><div class="sect1" lang="en"><div class="titlepage"><div><div><h2 class="title" style="clear: both"><a name="trackers"></a>Trackers</h2></div></div></div><p>The trackers allow you to aggregate some operations together in a group, so you can follow them more closely. This may come handy to follow expenses for which you expect a refund, or simply knowing how much you spent during your last holidays in the Bahamas.</p><div class="screenshot"><div xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="mediaobject"><hr><img src="trackers.png"><hr></div></div><p>For example, imagine you have been sent to Italy by your company. Once there, you paid your hotel room: in <span class="application">Skrooge</span>, you can create an operation in category "Business > Travels > Hotel", and assign a tracker called "Business Travel in Italy".You can assign this tracker to all professional expenses you make there. Then, if all goes well, your company pays you back for all these these, and you can create an income operation, and also affect it to the "Business Travel in Italy" tracker.</p><p>By affecting trackers to operations that shall be reimbursed, you are able to follow completion of the reimbursement.</p><p>This, of course, works also the other way round: if someone lends you some money, you are able to monitor how much you still have to reimburse.</p><p>Double clicking on a tracker in the track view will open a new tab containing all operations attached to this tracker.</p><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="close_tracker"></a>Close Tracker</h3></div></div></div><p>When you no longer need the tracker, for example because it has been fully reimbursed, you may simply delete it. Doing, this, however, will loose all information you have entered, and that may be of interest for future reference.</p><p>A cleaner solution is to close the tracker: when a tracker is closed, it can be easily hidden from the trackers view, using the dedicated option.</p></div></div><div class="sect1" lang="en"><div class="titlepage"><div><div><h2 class="title" style="clear: both"><a name="categories"></a>Categories</h2></div></div></div><p>The Categories view allow you to browse the categories tree.</p><div class="screenshot"><div xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="mediaobject"><hr><img src="categories.png"><hr></div></div><p>In addition to the name of categories, the table also shows: </p><div class="variablelist"><dl><dt><span class="term">Amount</span></dt><dd><p>The sum of all operations in this category.</p></dd><dt><span class="term">Number of Operations</span></dt><dd><p>The number of operations in this category.</p></dd><dt><span class="term">Amount (Cumulative)</span></dt><dd><p>The sum of all operations in this category and children categories (down to the last level).</p></dd><dt><span class="term">Number of Operations (Cumulative)</span></dt><dd><p>The number of operations in this category and children categories (down to the last level).</p></dd></dl></div><p>Double clicking on a line in this table will open the list of all operations in this category in a new tab.</p><div class="warning" style="margin-left: 0.5in; margin-right: 0.5in;"><h3 class="title">Warning</h3><p>When deleting a category, all operations attached to it will have their category deleted, hence will not have any category attached</p></div></div><div class="sect1" lang="en"><div class="titlepage"><div><div><h2 class="title" style="clear: both"><a name="reports"></a>Reports</h2></div></div></div><p><span class="application">Skrooge</span> allows you to build highly customized reports, for a deep analysis of your financial status.</p><div class="screenshot"><div xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="mediaobject"><hr><img src="reports.png"><hr></div></div><p>A report is composed of a table (on the left) containing all data used to draw the graph (on the right). The table can be filtered using the dedicated field above, causing the graph to be redrawn with filtered data.</p><p>You can choose to display only the table, only the graph, or both.</p><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="setup_report"></a>Set up report</h3></div></div></div><div class="sect3" lang="en"><div class="titlepage"><div><div><h4 class="title"><a name="report_representation"></a>Representation</h4></div></div></div><div class="variablelist"><dl><dt><span class="term">Table Only</span></dt><dd><p>Display only the table, and hide the graph.</p></dd><dt><span class="term">Graph Only</span></dt><dd><p>Display only the graph, and hide the table.</p></dd><dt><span class="term">Both</span></dt><dd><p>Display the table and the graph.</p></dd></dl></div></div><div class="sect3" lang="en"><div class="titlepage"><div><div><h4 class="title"><a name="report_data"></a>Data</h4></div></div></div><p>This is where you choose what is the data to be present in the report. Select what will be shown in lines and in columns, and the mode of computation. There are two distinct values for the mode:</p><div class="variablelist"><dl><dt><span class="term">Sum</span></dt><dd><p>In this mode, the total amount of operations for each month will be computed. If you selected "category" in line, and "month" in column, this will compute the total amount of operations for each category and for every month.</p></dd><dt><span class="term">History</span></dt><dd><p>If we reuse our previous example ("category" in line, "month" in column), we will have here a cumulated sum, <span class="abbrev">i.e.</span> for each month, we will compute the total amount of operations up to this month, for each category.</p><p>As a hand on example, this author uses this mode to draw the evolution of his accounts balance by setting "Accounts" for Lines, and "Month" for Columns.</p></dd></dl></div><p>For lines and columns, it is possible to expand the level of data presented using the <span xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="guiitem"><span class="guibutton">plus</span></span> icon <span class="inlinemediaobject"><img src="plus.png"></span> right of the field. Use this to show subcategories in the report.</p></div><div class="sect3" lang="en"><div class="titlepage"><div><div><h4 class="title"><a name="report_dates"></a>Dates</h4></div></div></div><p>Use this to specify the date range for your report. You can use several ways to specify the date range, that should cover pretty much every possible date range you need.</p></div><div class="sect3" lang="en"><div class="titlepage"><div><div><h4 class="title"><a name="report_operation_types"></a>Operation Types</h4></div></div></div><p>Select the type of operations you want to include in your report. For example, if you want to draw a graph showing your expenses distribution per category, you probably do not want to include "Incomes" to your report.</p></div></div><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="graph_types"></a>Graph Types</h3></div></div></div><p>Once everything is set up to your needs, you should select the graph appearance using the drop down box below the graph. To better understand the differences between each type, let us build a report showing expenses per category (lines) and month (columns):</p><div class="screenshot"><div xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="mediaobject"><hr><img src="report_table.png"><hr></div></div><div class="sect3" lang="en"><div class="titlepage"><div><div><h4 class="title"><a name="stack"></a>Stack</h4></div></div></div><p>One bar per line, columns stacked.</p><div class="screenshot"><div xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="mediaobject"><hr><img src="stack.png"><hr></div></div><p>The second bar (yellowish) shows category "Security", all months stacked up.</p></div><div class="sect3" lang="en"><div class="titlepage"><div><div><h4 class="title"><a name="histogram"></a>Histogram</h4></div></div></div><p>For each columns, every line has its own bar.</p><div class="screenshot"><div xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="mediaobject"><hr><img src="histogram.png"><hr></div></div></div><div class="sect3" lang="en"><div class="titlepage"><div><div><h4 class="title"><a name="line"></a>Line</h4></div></div></div><div class="screenshot"><div xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="mediaobject"><hr><img src="line_graph.png"><hr></div></div></div><div class="sect3" lang="en"><div class="titlepage"><div><div><h4 class="title"><a name="point"></a>Point</h4></div></div></div><div class="screenshot"><div xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="mediaobject"><hr><img src="point_report.png"><hr></div></div></div><div class="sect3" lang="en"><div class="titlepage"><div><div><h4 class="title"><a name="pie"></a>Pie</h4></div></div></div><p>The classical pie graph. If the selected value for column is different from "nothing", displays one pie per column.</p><div class="screenshot"><div xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="mediaobject"><hr><img src="pie.png"><hr></div></div></div><div class="sect3" lang="en"><div class="titlepage"><div><div><h4 class="title"><a name="concentric_pie"></a>Concentric Pie</h4></div></div></div><p>This one is a bit tricky, and probably needs rework on our side. The intention is to show one ring per level of data.</p><div class="screenshot"><div xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="mediaobject"><hr><img src="concentric_pie.png"><hr></div></div></div></div><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="zoom_graph"></a>Zoom on graph</h3></div></div></div><p><span class="application">Skrooge</span> makes it possible to zoom in a graph for getting all the small details. Use the zoom control zone above the graph:</p><div class="screenshot"><div xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="mediaobject"><hr><img src="zoom_graph.png"><hr></div></div></div><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="report_examples"></a>Report Examples</h3></div></div></div><p>Here are some screenshots showing some classical report configurations. You may use them as a reference for your own reports.</p><div class="sect3" lang="en"><div class="titlepage"><div><div><h4 class="title"><a name="income_expense"></a>Incomes and Expenses</h4></div></div></div><p>For each month, compare the total amount of incomes versus the total amount of expenses. Incomes are in blue, expenses in yellow.</p><div class="screenshot"><div xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="mediaobject"><hr><img src="incomes_expenses.png"><hr></div></div></div><div class="sect3" lang="en"><div class="titlepage"><div><div><h4 class="title"><a name="balance_evolution"></a>Balance Evolution</h4></div></div></div><p>Show the evolution of the final balance on a monthly basis.</p><div class="screenshot"><div xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="mediaobject"><hr><img src="balance_evolution.png"><hr></div></div></div><div class="sect3" lang="en"><div class="titlepage"><div><div><h4 class="title"><a name="category_distribution"></a>Incomes and Expenses</h4></div></div></div><p>Display the distribution of expenses per category for the previous month.</p><div class="screenshot"><div xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="mediaobject"><hr><img src="category_distribution.png"><hr></div></div></div></div><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="going_deeper"></a>Going Deeper</h3></div></div></div><p>So you know you can make a deep analysis of your finances thanks to reports. But how deep is deep ? Well, that's even deeper than you imagined... If you're interested, read the <a href="#holidays_expenses_analysis" title="Appendix?C.?Deep analysis exercise: Holidays expenses">hands on exercise</a> analysing this author's expenses during its holidays :)</p></div></div><div class="sect1" lang="en"><div class="titlepage"><div><div><h2 class="title" style="clear: both"><a name="monthly_report"></a>Monthly Report</h2></div></div></div><p>This plugin shows an overview of your financial situation for a chosen month.</p></div><div class="sect1" lang="en"><div class="titlepage"><div><div><h2 class="title" style="clear: both"><a name="units"></a>Units</h2></div></div></div><p>A unit is anything you can express an operation in. In most cases, this is a currency, but it can also be a stock, or even a car or a house. A unit has different values over time, its value being express in another unit. Example: the ACME stock is worth 31.2$ on January 2009.</p><div class="screenshot"><div xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="mediaobject"><hr><img src="units.png"><hr></div></div><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="edit_units"></a>Edit Units</h3></div></div></div><p>Editing units can be done in different ways:</p><div class="variablelist"><dl><dt><span class="term">Standard</span></dt><dd><p>This mode allows you choosing amongst the set of predefined units which one you would like to add to the current document.</p></dd><dt><span class="term">Manual</span></dt><dd><p>This mode allows you creating your own unit. Parameters to be provided are:</p><div class="itemizedlist"><ul type="disc"><li><p>Name: the comprehensive unit name.</p></li><li><p>Symbol: the unit symbol, displayed in most tables and drop down boxes.</p></li><li><p>Type: see <a href="#unit_types" title="Unit Types">Unit Types</a>.</p></li><li><p>Reference Unit: the (other) unit used to compute value of the (current) unit. For example, if you have EADS shares, and want to see their value in euros, you should select € as reference unit in EADS unit.</p></li><li><p>Country</p></li><li><p>Internet Code: The yahoo Internet code for this unit. If given this code, <span class="application">Skrooge</span> is able to download the unit values from yahoo.</p></li></ul></div></dd><dt><span class="term">Values</span></dt><dd><p>This edition mode allows to download unit values from Internet, or to manually enter a unit value at a given date.</p></dd></dl></div></div><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="unit_types"></a>Unit Types</h3></div></div></div><p>Even if <span class="application">Skrooge</span> considers just about anything as a unit, it makes a distinction depending on their type:</p><div class="variablelist"><dl><dt><span class="term">Primary Currency</span></dt><dd><p>This is the currency that will be used for displaying real operations amount.</p></dd><dt><span class="term">Secondary Currency</span></dt><dd><p>If defined, the value in the secondary unit will be displayed upon hovering over an operation amount.</p><div class="screenshot"><div xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="mediaobject"><hr><img src="secondary_unit_display.png"><hr></div></div></dd><dt><span class="term">Currency</span></dt><dd><p>Any currency, with no specific role for display.</p></dd><dt><span class="term">Share</span></dt><dd><p>This type of unit can be used for managing shares.</p></dd><dt><span class="term">Index</span></dt><dd><p>A stock exchange index, such as the Dow Jones, Nasdaq, CAC40, SBF120...</p></dd><dt><span class="term">Other</span></dt><dd><p>Any unit that doesn't fit in the above types.</p></dd></dl></div></div></div><div class="sect1" lang="en"><div class="titlepage"><div><div><h2 class="title" style="clear: both"><a name="search_and_process"></a>Search & Process</h2></div></div></div><p>This plugin allows you building complex queries to find operations, and optionally apply them some transformations. Here is a use case:</p><div class="blockquote"><blockquote class="blockquote"><p>John downloads some data from his bank. The data comes, obviously, without indication on the category. In fact everything is written in the comment field. John would like some automatic way to correctly set up the category and other attributes based on the content of the comment.</p></blockquote></div><div class="screenshot"><div xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="mediaobject"><hr><img src="search_and_process.png"><hr></div></div><p>So how does this work ? First, you will define a search criteria, that will give you a list of operations. Then, define the transformations to apply on these operations.</p><div class="note" style="margin-left: 0.5in; margin-right: 0.5in;"><h3 class="title">Note</h3><p>A <a href="#search_process_real_case" title="Appendix?B.?Search & Process real case study">real case study</a> can be found in appendix, providing some hands on exercise for the hereabove use case.</p></div><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="define_search_criteria"></a>Define search criteria</h3></div></div></div><div class="screenshot"><div xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="mediaobject"><hr><img src="define_search.png"><hr></div></div><p>Here, you can define the query for finding operations, using a combination of parameters. On the above picture, you can find a table with operation attributes for header. By editing a line, you create a new clause in the query. Each column is combined with other columns using a logical "and" :</p><p>(column1 and column2)</p><p>If you add a new line, you create another clause combine with the first line by a logical "or" :</p><p>[line1] or [line2].</p><p>All in all, the combination of columns and lines can be read as:</p><p>(column1 and column3) or (column2 and column3)</p><p>Of course, you can have as many lines and columns as you need in a search query.</p><p>Once satisfied with a query definition, you can add it to the list of existing search criteria, or modify an existing one.</p></div><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="view_search_result"></a>View search results</h3></div></div></div><p>When selecting a search query in the queries view, the number of found operations is displayed below the table:</p><div class="screenshot"><div xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="mediaobject"><hr><img src="preview_search_result.png"><hr></div></div><p>When double-clicking on a search query in the query view, all found operations are displayed in a new tab:</p><div class="screenshot"><div xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="mediaobject"><hr><img src="search_result.png"><hr></div></div></div><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="define_processing"></a>Define Processing</h3></div></div></div><p>If you need to apply some processing on all operations found, select the concerned query, and activate the process definition panel:</p><div class="screenshot"><div xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="mediaobject"><hr><img src="define_processing.png"><hr></div></div><p>In this panel, you can define the transformations to perform on operations. Note that it is intentionally impossible to set an operation's amount or date in this panel.</p></div><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="define_alarm"></a>Define Alarm</h3></div></div></div><p>A special kind of use of the Search & Process plugin is the ability to define alarms. An alarm is basically <span class="application">Skrooge</span> calling your attention on some kind of event, such as your monthly budget for a category has been reached.</p><div class="screenshot"><div xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="mediaobject"><hr><img src="alarm.png"><hr></div></div><p>To define an alarm, define first the search criteria giving the set of operations on which you need alert. For example, all operations in current month and in category "Clothes". Then, define the amount for which the alert shall be raised, for example 100€, and define the Alarm message that <span class="application">Skrooge</span> will send you when the amount is reached.</p></div></div></div><div class="chapter" lang="en"><div class="titlepage"><div><div><h2 class="title"><a name="credits"></a>Chapter?3.?Credits and License</h2></div></div></div><p> -<span class="application">Skrooge</span> -</p><p> -Program copyright 2001-2009 St?ane Mankowski -<code class="email"><<a href="mailto:stephane at mankowski.fr">stephane at miraks.com</a>></code> -</p><p> -Documentation copyright 2001-2009 Guillaume DE BURE -<code class="email"><<a href="mailto:gdebure at yahoo.com">gdebure at yahoo.com</a>></code> -</p><p><a name="gnu-fdl"></a>This documentation is licensed under the terms of the <a href="common/fdl-license.html" target="_top">GNU Free Documentation -License</a>.</p><p>This program is licensed under the terms of the <a href="common/gpl-license.html" target="_top">GNU General Public License</a>.</p></div><div class="appendix" lang="en"><div class="titlepage"><div><div><h2 class="title"><a name="installation"></a>Appendix?A.?Installation</h2></div></div></div><div class="toc"><p><b>Table of Contents</b></p><dl><dt><span class="sect1"><a href="#getting-skrooge">How to obtain <span class="application">Skrooge</span></a></span></dt><dt><span class="sect1"><a href="#requirements">Requirements</a></span></dt><dt><span class="sect1"><a href="#Installation">Installing <span class="application">Skrooge</span></a></span></dt><dd><dl><dt><span class="sect2"><a href="#prerequisites">Prerequisites</a></span></dt><dt><span class="sect2"><a href="#compilation">Compilation and Installation</a></span></dt></dl></dd></dl></div><div class="sect1" lang="en"><div class="titlepage"><div><div><h2 class="title" style="clear: both"><a name="getting-skrooge"></a>How to obtain <span class="application">Skrooge</span></h2></div></div></div><p>The <span class="application">Skrooge</span> home page can be found at <a href="http://extragear.kde.org/apps/skrooge/"; target="_top">http://extragear.kde.org/apps/skrooge/</a>. Updates and news can be found there. -</p></div><div class="sect1" lang="en"><div class="titlepage"><div><div><h2 class="title" style="clear: both"><a name="requirements"></a>Requirements</h2></div></div></div><p>In order to successfully use <span class="application">Skrooge</span>, you need <span class="acronym">KDE</span> 4, qt-sqlite3, libofx, and qca. -</p></div><div class="sect1" lang="en"><div class="titlepage"><div><div><h2 class="title" style="clear: both"><a name="Installation"></a>Installing <span class="application">Skrooge</span></h2></div></div></div><p>It is recommended that you install <span class="application">Skrooge</span> using your distribution packaging system. If for any reason you would like to compile and install <span class="application">Skrooge</span> by yourself, this chapter contains all necessary steps. -</p><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="prerequisites"></a>Prerequisites</h3></div></div></div><p> -<span class="application">Skrooge</span> uses several components you need to install in order to compile it:</p><div class="itemizedlist"><ul type="disc"><li><p>sqlite3: a lightweight SQL database. <span class="application">Skrooge</span> files are sqlite databases.</p></li><li><p>libofx: a library to handle OFX file format. OFX is a standard <span class="acronym">XML</span> format for financial exchanges.</p></li><li><p>qca: <span class="trademark">Qt</span>™ Cryptographic Architecture. Used for password protection.</p></li></ul></div></div><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="compilation"></a>Compilation and Installation</h3></div></div></div><p> -In order to compile and install <span class="application">Skrooge</span> on your system, type the following -in the base folder of the archive, where the third step must be done as -root if you are installing in a system folder: - -</p><pre class="screen"> -<code class="prompt">$</code> <strong class="userinput"><code>cmake . <span xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="option"><code class="option">-DCMAKE_INSTALL_PREFIX=`kde4-config --prefix`</code></span></code></strong> -<code class="prompt">$</code> <strong class="userinput"><code>make</code></strong> -<code class="prompt">$</code> <strong class="userinput"><code>make install</code></strong> -</pre><p> -</p><p>Since <span class="application">Skrooge</span> uses <span xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="command"><span><strong class="command">cmake</strong></span></span> you should have no -trouble compiling it. Should you run into problems please report them to the -authors.</p></div></div></div><div class="appendix" lang="en"><div class="titlepage"><div><div><h2 class="title"><a name="search_process_real_case"></a>Appendix?B.?Search & Process real case study</h2></div></div></div><p>OK, we have to admit that while being quite powerful, the <a href="#search_and_process" title="Search & Process">Search & Process</a> plugin is maybe a bit tricky to understand. Here is a small exercise that will give you a hold od it. Remember the use case for Search & Process ?</p><div class="blockquote"><blockquote class="blockquote"><p>John downloads some data from his bank. The data comes, obviously, without indication on the category. In fact everything is written in the comment field. John would like some automatic way to correctly set up the category and other attributes based on the content of the comment.</p></blockquote></div><p>John knows that his bank put the name of the payee in the comment field. And he wants all his payments to <span class="acronym">KDE</span> to be in category Donations & Open Source. We will look for all operations with the comment field containing <span class="acronym">KDE</span>:</p><div class="table"><a name="id2964473"></a><p class="title"><b>Table?B.1.?Search Definition</b></p><table summary="Search Definition" border="1"><colgroup><col></colgroup><thead><tr><th>Comment</th></tr></thead><tbody><tr><td>contains '<span class="acronym">KDE</span>'</td></tr></tbody></table></div><p>Add this search definition to the list of existing searches using the <span xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="guiitem"><span class="guibutton">Add</span></span> button.</p><p>Next we need to tell <span class="application">Skrooge</span> to set all operations found by this query in category Donations > Open Source. Change the Query type to Update using the drop down box, and define the transformations to apply:</p><div class="table"><a name="id2964535"></a><p class="title"><b>Table?B.2.?Update Definition</b></p><table summary="Update Definition" border="1"><colgroup><col><col></colgroup><thead><tr><th>Comment</th><th>Category</th></tr></thead><tbody><tr><td>=''</td><td>='Donations > Open Source'</td></tr></tbody></table></div><div class="tip" style="margin-left: 0.5in; margin-right: 0.5in;"><h3 class="title">Tip</h3><p>Notice that we also removed the original comment by setting it to an empty string. This is for readability sake, but you may wish to keep it for historical reasons.</p></div><p>Add this process to the previously defined search using the <span xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="guiitem"><span class="guibutton">Add</span></span> button.</p><p>So far, so good. Now, let's apply the process on all imported operations not yet validated (click on the <span xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="guiitem"><span class="guibutton">Apply</span></span> button):</p><div class="screenshot"><div xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="mediaobject"><hr><img src="apply_process.png"><hr></div></div><p>That's it ! If you go back to the operations view, you will notice that all concerned operations have been updated. In case anything went wrong, don't forget that <a href="#undo_redo" title="Undo / Redo">Undo</a> is your friend ! Even if the process modified 2327 operations, this is still one undoable action for <span class="application">Skrooge</span>.</p></div><div class="appendix" lang="en"><div class="titlepage"><div><div><h2 class="title"><a name="holidays_expenses_analysis"></a>Appendix?C.?Deep analysis exercise: Holidays expenses</h2></div></div></div><div class="toc"><p><b>Table of Contents</b></p><dl><dt><span class="sect1"><a href="#analysis_context">Analysis Context</a></span></dt><dt><span class="sect1"><a href="#analysis_data_organisation">Data Organisation</a></span></dt><dt><span class="sect1"><a href="#analysis_total_cost">Finding the holidays total cost</a></span></dt><dt><span class="sect1"><a href="#analysis_expenses_distribution">Expenses Distribution</a></span></dt><dt><span class="sect1"><a href="#analysis_conclusion">Conclusion</a></span></dt></dl></div><p>To illustrate the analysis capabilities of <span class="application">Skrooge</span>, we are going to examine this author's expenses during his holidays :).</p><div class="sect1" lang="en"><div class="titlepage"><div><div><h2 class="title" style="clear: both"><a name="analysis_context"></a>Analysis Context</h2></div></div></div><p>In order to understand the exercise, you need to know a few things about these holidays. They span over nearly a full month during summer 2009, and involved renting several rooms in several locations in France. There was also a fair amount of fuel, as these holidays also spanned over a rather large part of France.</p></div><div class="sect1" lang="en"><div class="titlepage"><div><div><h2 class="title" style="clear: both"><a name="analysis_data_organisation"></a>Data Organisation</h2></div></div></div><p>The author carefully entered his operations, by affecting them categories, but also by adding them to the "Holidays, summer 2009" <a href="#trackers" title="Trackers">tracker</a>. Categories often have subcategories, such as "Transport > Car > Fuel", allowing for this detailed analysis.</p><div class="screenshot"><div xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="mediaobject"><hr><img src="analysis_operations_view.png"><hr></div></div></div><div class="sect1" lang="en"><div class="titlepage"><div><div><h2 class="title" style="clear: both"><a name="analysis_total_cost"></a>Finding the holidays total cost</h2></div></div></div><p>This is so easy, it's not even funny: open the Trackers view, read the "Amount" column for our tracker:</p><div class="screenshot"><div xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="mediaobject"><hr><img src="analysis_trackers_view.png"><hr></div></div><p>Let's move to more interesting stuff...</p></div><div class="sect1" lang="en"><div class="titlepage"><div><div><h2 class="title" style="clear: both"><a name="analysis_expenses_distribution"></a>Expenses Distribution</h2></div></div></div><p>So this is all very good, but where did all that money go ? To find this out, let us build a report on the tracker. Right click on our tracker line and choose <span xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="guiitem"><span class="guimenuitem">Open report...</span></span>.</p><div class="screenshot"><div xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="mediaobject"><hr><img src="analysis_build_report.png"><hr></div></div><p>This will open a report in a new tab, only for operations associated with the tracker. The default parameters for dates are "Current Month", so there is a possibility that the report is empty if all operations in the tracker were made before this. Let's change it to "All Dates":</p><div class="screenshot"><div xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="mediaobject"><hr><img src="analysis_report_1.png"><hr></div></div><p>This gives a first nice overview of the expenses per category. Let's display this in a pie chart, for a more natural presentation:</p><div class="screenshot"><div xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="mediaobject"><hr><img src="analysis_report_2.png"><hr></div></div><p>It is now quite clear that most of the holidays expenses were for transport and food. Any more indication ? Sure, let's dig one level more in categories, using the <span xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="guiitem"><span class="guibutton">plus</span></span> icon <span class="inlinemediaobject"><img src="category_one_level_more.png"></span>.</p><div class="screenshot"><div xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="mediaobject"><hr><img src="analysis_report_3.png"><hr></div></div><p>Hmm, not much more information here, except that in the "Transport" category, the "Car" subcategory is the only one used. Let's build a graph on that subcategory, by selecting the pie slice, right-clicking on it, and select <span xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="guiitem"><span class="guimenuitem">Open report</span></span>:</p><div class="screenshot"><div xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="mediaobject"><hr><img src="analysis_build_transport_report.png"><hr></div></div><p>This will open another tab with a report only with the "Transport > Car" category.</p><div class="screenshot"><div xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="mediaobject"><hr><img src="analysis_report_4.png"><hr></div></div><p>Hmm, not really interesting... But there is more subcategories. Let's expand it again:</p><div class="screenshot"><div xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="mediaobject"><hr><img src="analysis_report_5.png"><hr></div></div><p>Ah, now we know that we spent 362.27€ on fuel, and 131.90€ on road taxes (in France, you have to pay to drive on some highways). Ok, I know this was to be expected ;-). I'm also interested in knowing how these two categories were used over time:</p><div class="screenshot"><div xmlns:doc="http://nwalsh.com/xsl/documentation/1.0"; class="mediaobject"><hr><img src="analysis_report_6.png"><hr></div></div><p>Note that we changed the graph type to "Line", and the columns to "Week".</p></div><div class="sect1" lang="en"><div class="titlepage"><div><div><h2 class="title" style="clear: both"><a name="analysis_conclusion"></a>Conclusion</h2></div></div></div><p>Through this simple exercise, we have been able to use the advanced reporting capabilities of <span class="application">Skrooge</span> to perform a fine analysis of the expenses made during holidays, specifically in the "Transports" category. Of course, you may think of other use cases: <span class="application">Skrooge</span> is probably able to cope with them.</p></div></div></div></body></html>
