Difference between revisions of "Projects/KdeFinanceCommonIcons"

Jump to: navigation, search
Line 18: Line 18:
 
| 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  
 
| X  
 
| X  
| &nbsp; [[Image:Kmm_account.png]]<br>  
+
| &nbsp; [[Image:Kmm account.png]]<br>  
 
| <br>
 
| <br>
 
|-
 
|-
Line 95: Line 95:
 
| 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"...  
 
| X  
 
| X  
| X
+
| &nbsp; [[Image:Kmm_categories.png]]<br>
 
| <br>
 
| <br>
 
|-
 
|-
Line 102: Line 102:
 
| Category representing income  
 
| Category representing income  
 
| X  
 
| X  
| &nbsp; [[Image:Kmm_account-types_income.png]]
+
| &nbsp; [[Image:Kmm account-types income.png]]  
 
| <br>
 
| <br>
 
|-
 
|-
Line 109: Line 109:
 
| Category representing expenses  
 
| Category representing expenses  
 
| X  
 
| X  
| &nbsp; [[Image:Kmm_account-types_expense.png]]
+
| &nbsp; [[Image:Kmm account-types expense.png]]  
 
| <br>
 
| <br>
 
|}
 
|}
Line 132: Line 132:
 
| This is an organization that holds your accounts  
 
| This is an organization that holds your accounts  
 
| X  
 
| X  
| X
+
| &nbsp; [[Image:Kmm_Institutions.png]]<br>
 
| <br>
 
| <br>
 
|-
 
|-
Line 146: Line 146:
 
| 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  
 
| X  
 
| X  
| X
+
| &nbsp; [[Image:Kmm_payee.png]]<br>
 
| <br>
 
| <br>
 
|-
 
|-
Line 178: Line 178:
 
| 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)  
 
| X  
 
| X  
| X  
+
| X(Home page icon)<br>
 
| <br>
 
| <br>
 
|-
 
|-
Line 185: Line 185:
 
| Shows the hierarchy of all accounts (Not hierarchical in Skrooge)  
 
| Shows the hierarchy of all accounts (Not hierarchical in Skrooge)  
 
| X  
 
| X  
| &nbsp; [[Image:Kmm_account.png]]
+
| &nbsp; [[Image:Kmm account.png]]  
 
| <br>
 
| <br>
 
|-
 
|-
Line 192: Line 192:
 
| Shows all institutions and accounts assigned to them  
 
| Shows all institutions and accounts assigned to them  
 
| X  
 
| X  
| X
+
| &nbsp; [[Image:Kmm_Institutions.png]]<br>
 
| <br>
 
| <br>
 
|-
 
|-
Line 199: Line 199:
 
| Operations that recur on a regular basis  
 
| Operations that recur on a regular basis  
 
| X  
 
| X  
| X
+
| &nbsp; [[Image:Kmm_schedule.png]]<br>
 
| <br>
 
| <br>
 
|-
 
|-
Line 206: Line 206:
 
| Lists the transactions/operations of an account. Also referred to as '''Register'''  
 
| Lists the transactions/operations of an account. Also referred to as '''Register'''  
 
| X  
 
| X  
| X
+
| &nbsp; [[Image:Kmm_ledger.png]]<br>
 
| <br>
 
| <br>
 
|-
 
|-
Line 213: Line 213:
 
| Gives access to the investment management  
 
| Gives access to the investment management  
 
| <br>  
 
| <br>  
| X
+
| &nbsp; [[Image:Kmm_investments.png]]<br>
 
| <br>
 
| <br>
 
|-
 
|-
Line 220: Line 220:
 
| Lists the available reports  
 
| Lists the available reports  
 
| <br>  
 
| <br>  
| X
+
| &nbsp; [[Image:Kmm_report.png]]<br>
 
| <br>
 
| <br>
 
|-
 
|-
Line 227: Line 227:
 
| Graphs (pie, histogram...) drawn based on financial information  
 
| Graphs (pie, histogram...) drawn based on financial information  
 
| X  
 
| X  
| X
+
| &nbsp; [[Image:Kmm_report.png]]<br>
 
| <br>
 
| <br>
 
|-
 
|-
Line 234: Line 234:
 
| Allows access budget information  
 
| Allows access budget information  
 
| <br>  
 
| <br>  
| X
+
| &nbsp; [[Image:Kmm_budget.png]]<br>
 
| <br>
 
| <br>
 
|-
 
|-
Line 241: Line 241:
 
| This will attempt to display future information about your finances  
 
| This will attempt to display future information about your finances  
 
| <br>  
 
| <br>  
| X
+
| &nbsp; [[Image:Kmm_forecast.png]]<br>
 
| <br>
 
| <br>
 
|}
 
|}
Line 260: Line 260:
 
| Backup your application file  
 
| Backup your application file  
 
| <br>  
 
| <br>  
| X
+
| &nbsp; [[Image:Kmm_backup.png]]<br>
 
| <br>
 
| <br>
 
|-
 
|-
Line 267: Line 267:
 
| Import a file, no format specified<br>  
 
| Import a file, no format specified<br>  
 
| X<br>  
 
| X<br>  
| <br>  
+
| x (import menu)<br>  
 
| <br>
 
| <br>
 
|-
 
|-
Line 274: Line 274:
 
| Import a file with Quicken format  
 
| Import a file with Quicken format  
 
| <br>  
 
| <br>  
| X  
+
| X (import document icon)<br>
 
| <br>
 
| <br>
 
|-
 
|-
Line 281: Line 281:
 
| Import a file from GnuCash  
 
| Import a file from GnuCash  
 
| <br>  
 
| <br>  
| X  
+
| X (import document icon)
 
| <br>
 
| <br>
 
|-
 
|-
Line 288: Line 288:
 
| Import a statement file from a bank  
 
| Import a statement file from a bank  
 
| <br>  
 
| <br>  
| X  
+
| X (import document icon)
 
| <br>
 
| <br>
 
|-
 
|-
Line 295: Line 295:
 
| Import an account template for a quick start  
 
| Import an account template for a quick start  
 
| <br>  
 
| <br>  
| X  
+
| X (import document icon)
 
| <br>
 
| <br>
 
|-
 
|-
Line 302: Line 302:
 
| Export an account template  
 
| Export an account template  
 
| <br>  
 
| <br>  
| X  
+
| X (export document icon)
 
| <br>
 
| <br>
 
|-
 
|-
Line 309: Line 309:
 
| Export a file, no format specified<br>  
 
| Export a file, no format specified<br>  
 
| X<br>  
 
| X<br>  
| <br>  
+
| X (export menu)<br>  
 
| <br>
 
| <br>
 
|-
 
|-
Line 316: Line 316:
 
| Export your data into a Quicken file  
 
| Export your data into a Quicken file  
 
| <br>  
 
| <br>  
| X  
+
| X (export document icon)
 
| <br>
 
| <br>
 
|-
 
|-
Line 323: Line 323:
 
| Access your personal data in the file  
 
| Access your personal data in the file  
 
| <br>  
 
| <br>  
| X  
+
| X (export document icon)
 
| <br>
 
| <br>
 
|-
 
|-
Line 330: Line 330:
 
| Search for transaction using a filter  
 
| Search for transaction using a filter  
 
| <br>  
 
| <br>  
| X
+
| &nbsp; [[Image:Kmm_transaction_find.png]]
 
| <br>
 
| <br>
 
|-
 
|-
Line 344: Line 344:
 
| Hide transaction that have a reconciled status  
 
| Hide transaction that have a reconciled status  
 
| <br>  
 
| <br>  
| X
+
| &nbsp; [[Image:Kmm_hide_reconciled.png]]
 
| <br>
 
| <br>
 
|-
 
|-
Line 351: Line 351:
 
| Hide categories that have no transaction assigned to them  
 
| Hide categories that have no transaction assigned to them  
 
| <br>  
 
| <br>  
| X
+
| &nbsp; [[Image:Kmm_hide_categories.png]]
 
| <br>
 
| <br>
 
|-
 
|-
Line 365: Line 365:
 
| Create a new account  
 
| Create a new account  
 
| <br>  
 
| <br>  
| &nbsp; [[Image:Kmm_account_add.png]]
+
| &nbsp; [[Image:Kmm account add.png]]  
 
| <br>
 
| <br>
 
|-
 
|-
Line 386: Line 386:
 
| 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
+
| &nbsp; [[Image:Kmm_reconcile.png]]
 
| <br>
 
| <br>
 
|-
 
|-
Line 407: Line 407:
 
| It will delete the account from the file  
 
| It will delete the account from the file  
 
| <br>  
 
| <br>  
| X
+
| &nbsp; [[Image:Kmm_delete.png]]
 
| <br>
 
| <br>
 
|-
 
|-
Line 414: Line 414:
 
| 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
+
| &nbsp; [[Image:Kmm_close_window.png]]
 
| <br>
 
| <br>
 
|-
 
|-
Line 442: Line 442:
 
| Get transaction info from the online account  
 
| Get transaction info from the online account  
 
| <br>  
 
| <br>  
| X
+
| &nbsp; [[Image:Kmm_onlinebanking.png]]
 
| <br>
 
| <br>
 
|-
 
|-

Revision as of 03:49, 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   Kmm account.png


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

Checking account Represents a checking account
  Kmm account-types checking.png


Savings account Represents a savings account
  Kmm account-types savings.png


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

Investment account Represents a portfolio of stock accounts
  Kmm account-types investments.png


Stock account Represents a single investment for a specific stock/fund/etc.
  Kmm account-types investments.png

Asset loan account A loan where you lend the money to someone else
  Kmm account-types loan.png

Liability account Represents any account of the liability group (see below)
  Kmm account-types liability.png

Credit card account Specific account
  Kmm account-types credit-card.png

Loan account A loan where you borrow money from someone else
  Kmm account-types loan.png

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


Income account Category representing income X   Kmm account-types income.png

Expense account Category representing expenses X   Kmm account-types expense.png



General Objects

Icon Name short description Skrooge KMyMoney Kraft

Institution This is an organization that holds your accounts X   Kmm Institutions.png


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   Kmm payee.png


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(Home page icon)


Accounts Shows the hierarchy of all accounts (Not hierarchical in Skrooge) X   Kmm account.png

Institutions Shows all institutions and accounts assigned to them X   Kmm Institutions.png


Scheduled Operations Operations that recur on a regular basis X   Kmm schedule.png


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


Investments Gives access to the investment management
  Kmm investments.png


Reports Lists the available reports
  Kmm report.png


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


Budget Allows access budget information
  Kmm budget.png


Forecast This will attempt to display future information about your finances
  Kmm forecast.png

Actions

Icon Name short description Skrooge KMyMoney Kraft

Backup Backup your application file
  Kmm backup.png


Import file
Import a file, no format specified
X
x (import menu)


Import QIF file Import a file with Quicken format
X (import document icon)


Import GnuCash file Import a file from GnuCash
X (import document icon)

Import statement Import a statement file from a bank
X (import document icon)

Import template accounts Import an account template for a quick start
X (import document icon)

Export template accounts Export an account template
X (export document icon)

Export file
Export a file, no format specified
X
X (export menu)


Export QIF file Export your data into a Quicken file
X (export document icon)

Personal data Access your personal data in the file
X (export document icon)

Find transaction Search for transaction using a filter
  Kmm transaction find.png

Show transaction detail Show details for a selected transaction
X

Hide reconciled transaction Hide transaction that have a reconciled status
  Kmm hide reconciled.png

Hide unused categories Hide categories that have no transaction assigned to them
  Kmm hide categories.png

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

New account Create a new account
  Kmm account add.png

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
  Kmm reconcile.png

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
  Kmm delete.png

Close account It will close the account, not allowing further modifications to it, but it will remain in the file
  Kmm close window.png

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
  Kmm onlinebanking.png

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

KDE® and the K Desktop Environment® logo are registered trademarks of KDE e.V.Legal