Difference between revisions of "Projects/KdeFinanceCommonIcons"

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(Skrooge needs only one icon for import, one for export)
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! Kraft
 
! Kraft
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Account'''  
 
| '''Account'''  
 
| An account in the sense of a ''Bank Account''. This is not the same as an account in the accountancy. Represents either an Asset or a Liability account  
 
| An account in the sense of a ''Bank Account''. This is not the same as an account in the accountancy. Represents either an Asset or a Liability account  
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| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Asset account '''  
 
| '''Asset account '''  
 
| Represents any account of the asset group (see below)  
 
| Represents any account of the asset group (see below)  
| <br>
+
| <br>  
| X  
+
| X [[Image:Kmm_account-types_asset.png]]
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Checking account '''  
 
| '''Checking account '''  
 
| Represents a checking account  
 
| Represents a checking account  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Savings account '''  
 
| '''Savings account '''  
 
| Represents a savings account  
 
| Represents a savings account  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Equity account '''  
 
| '''Equity account '''  
 
| Represents e.g. opening and closing balance accounts  
 
| Represents e.g. opening and closing balance accounts  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Investment account '''  
 
| '''Investment account '''  
 
| Represents a portfolio of stock accounts  
 
| Represents a portfolio of stock accounts  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Stock account '''  
 
| '''Stock account '''  
 
| Represents a single investment for a specific stock/fund/etc.  
 
| Represents a single investment for a specific stock/fund/etc.  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Asset loan account '''  
 
| '''Asset loan account '''  
 
| A loan where you lend the money to someone else  
 
| A loan where you lend the money to someone else  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Liability account '''  
 
| '''Liability account '''  
 
| Represents any account of the liability group (see below)  
 
| Represents any account of the liability group (see below)  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Credit card account '''  
 
| '''Credit card account '''  
 
| Specific account  
 
| Specific account  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Loan account '''  
 
| '''Loan account '''  
 
| A loan where you borrow money from someone else  
 
| A loan where you borrow money from someone else  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Categories'''  
 
| '''Categories'''  
 
| A category is a way to classify operations/transactions. Classical examples include "Food", "Clothes", "Salary"...  
 
| A category is a way to classify operations/transactions. Classical examples include "Food", "Clothes", "Salary"...  
Line 98: Line 98:
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Income account'''  
 
| '''Income account'''  
 
| Category representing income  
 
| Category representing income  
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| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Expense account '''  
 
| '''Expense account '''  
 
| Category representing expenses  
 
| Category representing expenses  
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! Kraft
 
! Kraft
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Institution '''  
 
| '''Institution '''  
 
| This is an organization that holds your accounts  
 
| This is an organization that holds your accounts  
Line 135: Line 135:
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Operation/Transaction'''  
 
| '''Operation/Transaction'''  
 
| An operation is any money movement, in or out of an account  
 
| An operation is any money movement, in or out of an account  
Line 142: Line 142:
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Payee'''  
 
| '''Payee'''  
 
| The payee of an operation is the person or institution who is the recipient (expense) or donator(income) of the money  
 
| The payee of an operation is the person or institution who is the recipient (expense) or donator(income) of the money  
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| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Currency'''  
 
| '''Currency'''  
 
| €, $, £ to name a few  
 
| €, $, £ to name a few  
Line 156: Line 156:
 
| X&nbsp;?
 
| X&nbsp;?
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Tracker'''  
 
| '''Tracker'''  
 
| A [http://docs.kde.org/development/en/extragear-office/skrooge/trackers.html tracker] is a way to follow operations linked to a certain event, or that need reimbursement  
 
| A [http://docs.kde.org/development/en/extragear-office/skrooge/trackers.html tracker] is a way to follow operations linked to a certain event, or that need reimbursement  
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! Kraft
 
! Kraft
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Summary'''  
 
| '''Summary'''  
 
| Shows a quick overview of your current financial status. (Called ''Dashboard'' in Skrooge)  
 
| Shows a quick overview of your current financial status. (Called ''Dashboard'' in Skrooge)  
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| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Accounts'''  
 
| '''Accounts'''  
 
| Shows the hierarchy of all accounts (Not hierarchical in Skrooge)  
 
| Shows the hierarchy of all accounts (Not hierarchical in Skrooge)  
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| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Institutions'''  
 
| '''Institutions'''  
 
| Shows all institutions and accounts assigned to them  
 
| Shows all institutions and accounts assigned to them  
Line 195: Line 195:
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Scheduled Operations'''  
 
| '''Scheduled Operations'''  
 
| Operations that recur on a regular basis  
 
| Operations that recur on a regular basis  
Line 202: Line 202:
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Ledger '''  
 
| '''Ledger '''  
 
| Lists the transactions/operations of an account. Also referred to as '''Register'''  
 
| Lists the transactions/operations of an account. Also referred to as '''Register'''  
Line 209: Line 209:
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Investments '''  
 
| '''Investments '''  
 
| Gives access to the investment management  
 
| Gives access to the investment management  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Reports '''  
 
| '''Reports '''  
 
| Lists the available reports  
 
| Lists the available reports  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Graphs'''  
 
| '''Graphs'''  
 
| Graphs (pie, histogram...) drawn based on financial information  
 
| Graphs (pie, histogram...) drawn based on financial information  
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| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Budget '''  
 
| '''Budget '''  
 
| Allows access budget information  
 
| Allows access budget information  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Forecast '''  
 
| '''Forecast '''  
 
| This will attempt to display future information about your finances  
 
| This will attempt to display future information about your finances  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
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! Kraft
 
! Kraft
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Backup '''  
 
| '''Backup '''  
 
| Backup your application file  
 
| Backup your application file  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
| '''Import file<br>'''
+
| '''Import file<br>'''  
| Import a file, no format specified<br>
+
| Import a file, no format specified<br>  
| X<br>
+
| X<br>  
| <br>
+
| <br>  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Import QIF file '''  
 
| '''Import QIF file '''  
 
| Import a file with Quicken format  
 
| Import a file with Quicken format  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Import GnuCash file '''  
 
| '''Import GnuCash file '''  
 
| Import a file from GnuCash  
 
| Import a file from GnuCash  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Import statement '''  
 
| '''Import statement '''  
 
| Import a statement file from a bank  
 
| Import a statement file from a bank  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Import template accounts '''  
 
| '''Import template accounts '''  
 
| Import an account template for a quick start  
 
| Import an account template for a quick start  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Export template accounts '''  
 
| '''Export template accounts '''  
 
| Export an account template  
 
| Export an account template  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
| '''Export file<br>'''
+
| '''Export file<br>'''  
| Export a file, no format specified<br>
+
| Export a file, no format specified<br>  
| X<br>
+
| X<br>  
| <br>
+
| <br>  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Export QIF file '''  
 
| '''Export QIF file '''  
 
| Export your data into a Quicken file  
 
| Export your data into a Quicken file  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Personal data '''  
 
| '''Personal data '''  
 
| Access your personal data in the file  
 
| Access your personal data in the file  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Find transaction '''  
 
| '''Find transaction '''  
 
| Search for transaction using a filter  
 
| Search for transaction using a filter  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Show transaction detail '''  
 
| '''Show transaction detail '''  
 
| Show details for a selected transaction  
 
| Show details for a selected transaction  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Hide reconciled transaction '''  
 
| '''Hide reconciled transaction '''  
 
| Hide transaction that have a reconciled status  
 
| Hide transaction that have a reconciled status  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Hide unused categories '''  
 
| '''Hide unused categories '''  
 
| Hide categories that have no transaction assigned to them  
 
| Hide categories that have no transaction assigned to them  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Show all accounts '''  
 
| '''Show all accounts '''  
 
| Show all accounts even if they are closed  
 
| Show all accounts even if they are closed  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''New account '''  
 
| '''New account '''  
 
| Create a new account  
 
| Create a new account  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Open account '''  
 
| '''Open account '''  
 
| Same as '''Open ledger'''  
 
| Same as '''Open ledger'''  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Open ledger '''  
 
| '''Open ledger '''  
 
| Open the ledger for the selected account  
 
| Open the ledger for the selected account  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Reconcile account '''  
 
| '''Reconcile account '''  
 
| Match the transactions in your account with the info from the organization holding your account  
 
| Match the transactions in your account with the info from the organization holding your account  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Finish reconciliation '''  
 
| '''Finish reconciliation '''  
 
| Finalize reconciliation by changing the status of transactions from 'Cleared' to 'Reconciled'  
 
| Finalize reconciliation by changing the status of transactions from 'Cleared' to 'Reconciled'  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Postpone reconciliation '''  
 
| '''Postpone reconciliation '''  
 
| Put the reconciliation on hold  
 
| Put the reconciliation on hold  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Delete account '''  
 
| '''Delete account '''  
 
| It will delete the account from the file  
 
| It will delete the account from the file  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Close account '''  
 
| '''Close account '''  
 
| It will close the account, not allowing further modifications to it, but it will remain in the file  
 
| It will close the account, not allowing further modifications to it, but it will remain in the file  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Reopen account '''  
 
| '''Reopen account '''  
 
| Open a closed account  
 
| Open a closed account  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Map to online account '''  
 
| '''Map to online account '''  
 
| link an account to an online banking account  
 
| link an account to an online banking account  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Unmap online account '''  
 
| '''Unmap online account '''  
 
| Cut the link between an account and an online banking account  
 
| Cut the link between an account and an online banking account  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Update online account '''  
 
| '''Update online account '''  
 
| Get transaction info from the online account  
 
| Get transaction info from the online account  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Update all online accounts '''  
 
| '''Update all online accounts '''  
 
| Get info for all online accounts  
 
| Get info for all online accounts  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''New category '''  
 
| '''New category '''  
 
| Create a new income or expense category  
 
| Create a new income or expense category  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''QIF Profile editor '''  
 
| '''QIF Profile editor '''  
 
| edits the format and properties to import/export QIF files  
 
| edits the format and properties to import/export QIF files  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Securities '''  
 
| '''Securities '''  
 
| Currencies are a special kind of security. They can also be bonds, stocks, etc  
 
| Currencies are a special kind of security. They can also be bonds, stocks, etc  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Prices '''  
 
| '''Prices '''  
 
| Conversion rates for securities  
 
| Conversion rates for securities  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''New transaction '''  
 
| '''New transaction '''  
 
| Create a new transaction/operation  
 
| Create a new transaction/operation  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Edit transaction '''  
 
| '''Edit transaction '''  
 
| Edit the selected transactions  
 
| Edit the selected transactions  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Split transaction '''  
 
| '''Split transaction '''  
 
| This allows to split income and expenses among multiple categories  
 
| This allows to split income and expenses among multiple categories  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Enter transaction '''  
 
| '''Enter transaction '''  
 
| It confirms the transaction and saves it in the ledger  
 
| It confirms the transaction and saves it in the ledger  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Select all transactions '''  
 
| '''Select all transactions '''  
 
| Select all transactions currently visible in the ledger  
 
| Select all transactions currently visible in the ledger  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Online price update '''  
 
| '''Online price update '''  
 
| Download online price information from the internet  
 
| Download online price information from the internet  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Manual price update '''  
 
| '''Manual price update '''  
 
| Manually enter price information  
 
| Manually enter price information  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''New schedule '''  
 
| '''New schedule '''  
 
| Create a scheduled transaction  
 
| Create a scheduled transaction  
Line 536: Line 536:
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Edit schedule '''  
 
| '''Edit schedule '''  
 
| Edit selected scheduled transaction  
 
| Edit selected scheduled transaction  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Delete schedule '''  
 
| '''Delete schedule '''  
 
| Delete selected scheduled transaction  
 
| Delete selected scheduled transaction  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Duplicate schedule '''  
 
| '''Duplicate schedule '''  
 
| Duplicate selected scheduled transaction  
 
| Duplicate selected scheduled transaction  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Enter scheduled transaction '''  
 
| '''Enter scheduled transaction '''  
 
| Manually enter a transaction from a schedule  
 
| Manually enter a transaction from a schedule  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Skip scheduled transaction '''  
 
| '''Skip scheduled transaction '''  
 
| Skip this occurrence of the schedule  
 
| Skip this occurrence of the schedule  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Match '''  
 
| '''Match '''  
 
| Match a manually entered transaction with an imported transaction  
 
| Match a manually entered transaction with an imported transaction  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Unmatch '''  
 
| '''Unmatch '''  
 
| Unmatch a previously matched transaction  
 
| Unmatch a previously matched transaction  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Accept '''  
 
| '''Accept '''  
 
| Accept an imported/matched transaction  
 
| Accept an imported/matched transaction  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
 
|-
 
|-
| <br>
+
| <br>  
 
| '''Goto xxx '''  
 
| '''Goto xxx '''  
 
| Open the ledger for account xxx or show payee xxx in the payees view  
 
| Open the ledger for account xxx or show payee xxx in the payees view  
| <br>
+
| <br>  
 
| X  
 
| X  
 
| <br>
 
| <br>
 
|}
 
|}

Revision as of 03:01, 17 September 2009

With the recent addition of the KDE Financial project to KDE, we need to build an oxygen icon set that will be used by all financial applications. This section aims at defining those icons before asking to the oxygen team

Contents

Objects

Accounts

Icon Name short description Skrooge KMyMoney Kraft

Account An account in the sense of a Bank Account. This is not the same as an account in the accountancy. Represents either an Asset or a Liability account X X

Asset account Represents any account of the asset group (see below)
X Kmm account-types asset.png

Checking account Represents a checking account
X

Savings account Represents a savings account
X

Equity account Represents e.g. opening and closing balance accounts
X

Investment account Represents a portfolio of stock accounts
X

Stock account Represents a single investment for a specific stock/fund/etc.
X

Asset loan account A loan where you lend the money to someone else
X

Liability account Represents any account of the liability group (see below)
X

Credit card account Specific account
X

Loan account A loan where you borrow money from someone else
X

Categories A category is a way to classify operations/transactions. Classical examples include "Food", "Clothes", "Salary"... X X

Income account Category representing income X X

Expense account Category representing expenses X X



General Objects

Icon Name short description Skrooge KMyMoney Kraft

Institution This is an organization that holds your accounts X X

Operation/Transaction An operation is any money movement, in or out of an account X X

Payee The payee of an operation is the person or institution who is the recipient (expense) or donator(income) of the money X X

Currency €, $, £ to name a few X X X ?

Tracker A tracker is a way to follow operations linked to a certain event, or that need reimbursement X

Views

Icon Name short description Skrooge KMyMoney Kraft

Summary Shows a quick overview of your current financial status. (Called Dashboard in Skrooge) X X

Accounts Shows the hierarchy of all accounts (Not hierarchical in Skrooge) X X

Institutions Shows all institutions and accounts assigned to them X X

Scheduled Operations Operations that recur on a regular basis X X

Ledger Lists the transactions/operations of an account. Also referred to as Register X X

Investments Gives access to the investment management
X

Reports Lists the available reports
X

Graphs Graphs (pie, histogram...) drawn based on financial information X X

Budget Allows access budget information
X

Forecast This will attempt to display future information about your finances
X

Actions

Icon Name short description Skrooge KMyMoney Kraft

Backup Backup your application file
X

Import file
Import a file, no format specified
X



Import QIF file Import a file with Quicken format
X

Import GnuCash file Import a file from GnuCash
X

Import statement Import a statement file from a bank
X

Import template accounts Import an account template for a quick start
X

Export template accounts Export an account template
X

Export file
Export a file, no format specified
X



Export QIF file Export your data into a Quicken file
X

Personal data Access your personal data in the file
X

Find transaction Search for transaction using a filter
X

Show transaction detail Show details for a selected transaction
X

Hide reconciled transaction Hide transaction that have a reconciled status
X

Hide unused categories Hide categories that have no transaction assigned to them
X

Show all accounts Show all accounts even if they are closed
X

New account Create a new account
X

Open account Same as Open ledger
X

Open ledger Open the ledger for the selected account
X

Reconcile account Match the transactions in your account with the info from the organization holding your account
X

Finish reconciliation Finalize reconciliation by changing the status of transactions from 'Cleared' to 'Reconciled'
X

Postpone reconciliation Put the reconciliation on hold
X

Delete account It will delete the account from the file
X

Close account It will close the account, not allowing further modifications to it, but it will remain in the file
X

Reopen account Open a closed account
X

Map to online account link an account to an online banking account
X

Unmap online account Cut the link between an account and an online banking account
X

Update online account Get transaction info from the online account
X

Update all online accounts Get info for all online accounts
X

New category Create a new income or expense category
X

QIF Profile editor edits the format and properties to import/export QIF files
X

Securities Currencies are a special kind of security. They can also be bonds, stocks, etc
X

Prices Conversion rates for securities
X

New transaction Create a new transaction/operation
X

Edit transaction Edit the selected transactions
X

Split transaction This allows to split income and expenses among multiple categories
X

Enter transaction It confirms the transaction and saves it in the ledger
X

Select all transactions Select all transactions currently visible in the ledger
X

Online price update Download online price information from the internet
X

Manual price update Manually enter price information
X

New schedule Create a scheduled transaction X X

Edit schedule Edit selected scheduled transaction
X

Delete schedule Delete selected scheduled transaction
X

Duplicate schedule Duplicate selected scheduled transaction
X

Enter scheduled transaction Manually enter a transaction from a schedule
X

Skip scheduled transaction Skip this occurrence of the schedule
X

Match Match a manually entered transaction with an imported transaction
X

Unmatch Unmatch a previously matched transaction
X

Accept Accept an imported/matched transaction
X

Goto xxx Open the ledger for account xxx or show payee xxx in the payees view
X

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