Difference between revisions of "Projects/KdeFinanceCommonIcons"

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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  
 
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  
  
 +
== Objects  ==
  
{| border = "1"
+
=== Accounts  ===
 +
 
 +
{| border="1"
 
|-
 
|-
! Icon !! Name !! short description !! Skrooge !! KMyMoney !! Kraft
+
! Icon  
 +
! Name  
 +
! short description  
 +
! Skrooge  
 +
! KMyMoney  
 +
! Kraft
 +
! Oxygen
 
|-
 
|-
| || '''Account''' || An account in the sense of a ''Bank Account''. This is not the same as an account in the accountancy. || X || X ||  
+
| <br>
 +
| '''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  
 +
| &nbsp; [[Image:Kmm account.png]]<br>
 +
| <br>
 +
|  
 
|-
 
|-
| || ''' Income account''' || || || X ||
+
| <br>
 +
| '''Asset account '''  
 +
| Represents any account of the asset group (see below)
 +
| <br>
 +
| &nbsp;[[Image:Kmm account-types asset.png]]
 +
| <br>
 +
|  
 
|-
 
|-
| || ''' Expense account ''' || || || X ||
+
| <br>
 +
| '''Checking account '''  
 +
| Represents a checking account
 +
| <br>
 +
| &nbsp; [[Image:Kmm account-types checking.png]]<br>
 +
| <br>
 +
|  
 
|-
 
|-
| || ''' Liability account ''' || || || X ||
+
| <br>
 +
| '''Savings account '''  
 +
| Represents a savings account
 +
| <br>
 +
| &nbsp; [[Image:Kmm account-types savings.png]]<br>
 +
| <br>
 +
|  
 
|-
 
|-
| || ''' Asset account ''' || || || X ||
+
| <br>
 +
| '''Equity account '''  
 +
| Represents e.g. opening and closing balance accounts
 +
| <br>
 +
| X  
 +
| <br>
 +
|  
 
|-
 
|-
| || ''' Categories ''' || Income and expense accounts || || X ||
+
| <br>
 +
| '''Investment account '''  
 +
| Represents a portfolio of stock accounts  
 +
| <br>
 +
| &nbsp; [[Image:Kmm account-types investments.png]]<br>
 +
| <br>
 +
|  
 
|-
 
|-
| || ''' Equity accounts ''' || || || X ||
+
| <br>
 +
| '''Stock account '''  
 +
| Represents a single investment for a specific stock/fund/etc.
 +
| <br>
 +
| &nbsp; [[Image:Kmm account-types investments.png]]
 +
| <br>
 +
|  
 
|-
 
|-
| || ''' Investment accounts ''' || || || X ||
+
| <br>
 +
| '''Asset loan account '''  
 +
| A loan where you lend the money to someone else
 +
| <br>
 +
| &nbsp; [[Image:Kmm account-types loan.png]]
 +
| <br>
 +
|  
 
|-
 
|-
| || ''' Credit card accounts ''' || || || X ||
+
| <br>
 +
| '''Liability account '''  
 +
| Represents any account of the liability group (see below)
 +
| <br>
 +
| &nbsp; [[Image:Kmm account-types liability.png]]
 +
| <br>
 +
|  
 
|-
 
|-
| || ''' Asset account''' || || || X ||
+
| <br>
 +
| '''Credit card account '''  
 +
| Specific account
 +
| <br>
 +
| &nbsp; [[Image:Kmm account-types credit-card.png]]
 +
| <br>
 +
|  
 
|-
 
|-
| || ''' Checking account ''' || || || X ||
+
| <br>
 +
| '''Loan account '''  
 +
| A loan where you borrow money from someone else
 +
| <br>
 +
| &nbsp; [[Image:Kmm account-types loan.png]]
 +
| <br>
 +
|  
 
|-
 
|-
| || ''' Savings account ''' || || || X ||
+
| <br>
 +
| '''Categories'''  
 +
| A category is a way to classify operations/transactions. Classical examples include "Food", "Clothes", "Salary"...
 +
| X
 +
| &nbsp; [[Image:Kmm categories.png]]<br>
 +
| <br>
 +
|  
 
|-
 
|-
| || ''' Loan account ''' || || || X ||
+
| <br>
 +
| '''Income account'''  
 +
| Category representing income
 +
| X
 +
| &nbsp; [[Image:Kmm account-types income.png]]
 +
| <br>
 +
|  
 
|-
 
|-
| || ''' Asset loan account ''' || A loan where you lend the money to someone else || || X ||
+
| <br>
 +
| '''Expense account '''  
 +
| Category representing expenses
 +
| X
 +
| &nbsp; [[Image:Kmm account-types expense.png]]
 +
| <br>
 +
|  
 +
|}
 +
 
 +
<br>
 +
 
 +
<br>
 +
 
 +
=== General Objects  ===
 +
 
 +
{| border="1"
 
|-
 
|-
| || ''' Institution ''' || This is an organization that holds your accounts || || X ||
+
! Icon
 +
! Name
 +
! short description
 +
! Skrooge
 +
! KMyMoney
 +
! Kraft
 +
! Oxygen
 
|-
 
|-
| || '''Operation''' || An operation is any money movement, in or out of an account || X || X ||  
+
| <br>
 +
| '''Institution '''  
 +
| This is an organization that holds your accounts
 +
| X  
 +
| &nbsp; [[Image:Kmm Institutions.png]]<br>
 +
| <br>
 +
|  
 
|-
 
|-
| || '''Categories''' || A category is a way to classify operations. Classical examples include "Food", "Clothes", "Salary"... || X || X ||  
+
| <br>
 +
| '''Operation/Transaction'''  
 +
| An operation is any money movement, in or out of an account
 +
| X  
 +
| X  
 +
| <br>
 +
|  
 
|-
 
|-
| [[File:System-users.png]] || '''Payee''' || The payee of an operation is the person or institution who is the recipient (expense) or donator(income) of the money || X || X ||
+
| <br>
 +
| '''Payee'''  
 +
| The payee of an operation is the person or institution who is the recipient (expense) or donator(income) of the money  
 +
| X  
 +
| &nbsp; <br>
 +
| <br>
 +
| [[Image:Kmm payee.png]]
 
|-
 
|-
| || '''Currency''' || €, $, £ to name a few || X || X || X ? ||
+
| <br>
 +
| '''Currency'''  
 +
| €, $, £ to name a few  
 +
| X
 +
| X  
 +
| X&nbsp;?
 +
|
 +
|-
 +
| <br>
 +
| '''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
 +
| X  
 +
| <br>
 +
|
 +
|
 +
|}
 +
 
 +
== Views  ==
 +
 
 +
{| border="1"
 +
|-
 +
! Icon
 +
! Name
 +
! short description
 +
! Skrooge
 +
! KMyMoney
 +
! Kraft
 +
! Oxygen
 +
|-
 +
| <br>
 +
| '''Summary'''
 +
| Shows a quick overview of your current financial status. (Called ''Dashboard'' in Skrooge)
 +
| X  
 +
| X(Home page icon)<br>
 +
| <br>
 +
|
 +
|-
 +
| <br>
 +
| '''Accounts'''
 +
| Shows the hierarchy of all accounts (Not hierarchical in Skrooge)
 +
| X
 +
| &nbsp; [[Image:Kmm account.png]]
 +
| <br>
 +
|
 +
|-
 +
| <br>
 +
| '''Institutions'''
 +
| Shows all institutions and accounts assigned to them
 +
| X
 +
| &nbsp; [[Image:Kmm Institutions.png]]<br>
 +
| <br>
 +
|
 +
|-
 +
| <br>
 +
| '''Scheduled Operations'''
 +
| Operations that recur on a regular basis
 +
| X
 +
| &nbsp; <br>
 +
| <br>
 +
| [[Image:Kmm schedule.png]]
 +
|-
 +
| <br>
 +
| '''Ledger '''
 +
| Lists the transactions/operations of an account. Also referred to as '''Register'''
 +
| X
 +
| &nbsp; [[Image:Kmm ledger.png]]<br>
 +
| <br>
 +
|
 +
|-
 +
| <br>
 +
| '''Investments '''
 +
| Gives access to the investment management
 +
| <br>
 +
| &nbsp; [[Image:Kmm investments.png]]<br>
 +
| <br>
 +
|
 +
|-
 +
| <br>
 +
| '''Reports '''
 +
| Lists the available reports
 +
| <br>
 +
| &nbsp; <br>
 +
| <br>
 +
| [[Image:Kmm report.png]] or&nbsp;[[Image:Office-chart-pie.png|22px]]
 +
|-
 +
| <br>
 +
| '''Graphs'''
 +
| Graphs (pie, histogram...) drawn based on financial information
 +
| X
 +
| &nbsp; <br>
 +
| <br>
 +
| [[Image:Kmm report.png]] or&nbsp;[[Image:Office-chart-pie.png|22px]]
 +
|-
 +
| <br>
 +
| '''Budget '''
 +
| Allows access budget information
 +
| <br>
 +
| &nbsp; [[Image:Kmm budget.png]]<br>
 +
| <br>
 +
|
 +
|-
 +
| <br>
 +
| '''Forecast '''
 +
| This will attempt to display future information about your finances
 +
| <br>
 +
| &nbsp; [[Image:Kmm forecast.png]]<br>
 +
| <br>
 +
|
 +
|}
 +
 
 +
== Actions  ==
 +
 
 +
{| border="1"
 
|-
 
|-
| [[File:Chronometer.png]]|| '''Scheduled Operations''' || Operations that are written on a regular basis || X || X ||
+
! Icon
 +
! Name
 +
! short description
 +
! Skrooge
 +
! KMyMoney
 +
! Kraft
 +
! Oxygen
 
|-
 
|-
| || ''' Ledger ''' || Lists the transactions of an account || || X ||
+
| <br>
 +
| '''Backup '''  
 +
| Backup your application file
 +
| <br>
 +
| &nbsp; [[Image:Kmm backup.png]]<br>
 +
| <br>
 +
| [[Image:Ark-logo.png|22px]]
 
|-
 
|-
| || ''' Payees ''' || Entities we get money from/to || || X ||
+
| <br>
 +
| '''Import file<br>'''  
 +
| Import a file, no format specified<br>
 +
| X<br>
 +
| x (import menu)<br>
 +
| <br>
 +
| [[Image:Document-import.png|22px]]
 
|-
 
|-
| || ''' Reports ''' || || || X ||
+
| <br>
 +
| '''Import QIF file '''  
 +
| Import a file with Quicken format
 +
| <br>
 +
| X (import document icon)<br>
 +
| <br>
 +
|  
 
|-
 
|-
| || '''Graphs''' || Graphs (pie, histogram...) drawn based on financial information || X || X ||
+
| <br>
 +
| '''Import GnuCash file '''  
 +
| Import a file from GnuCash
 +
| <br>
 +
| X (import document icon)  
 +
| <br>
 +
|  
 
|-
 
|-
| || ''' Budget ''' || || || X ||
+
| <br>
 +
| '''Import statement '''  
 +
| Import a statement file from a bank
 +
| <br>
 +
| X (import document icon)
 +
| <br>
 +
|  
 
|-
 
|-
| || ''' Forecast ''' || This will attempt to display future information about your finances || || X ||
+
| <br>
 +
| '''Import template accounts '''  
 +
| Import an account template for a quick start
 +
| <br>
 +
| X (import document icon)
 +
| <br>
 +
|  
 
|-
 
|-
| || ''' Backup ''' || Backup your application file || || X ||
+
| <br>
 +
| '''Export template accounts '''  
 +
| Export an account template
 +
| <br>
 +
| X (export document icon)
 +
| <br>
 +
|  
 
|-
 
|-
| || ''' Import QIF file ''' || Import a file with Quicken format || || X ||
+
| <br>
 +
| '''Export file<br>'''  
 +
| Export a file, no format specified<br>
 +
| X<br>
 +
| X (export menu)<br>
 +
| <br>
 +
| [[Image:Document-export.png|22px]]
 
|-
 
|-
| || ''' Import GnuCash file ''' || Import a file from GnuCash || || X ||
+
| <br>
 +
| '''Export QIF file '''  
 +
| Export your data into a Quicken file  
 +
| <br>
 +
| X (export document icon)
 +
| <br>
 +
|  
 
|-
 
|-
| || ''' Import statement ''' || Import a statement file from a bank || || X ||
+
| <br>
 +
| '''Personal data '''  
 +
| Access your personal data in the file  
 +
| <br>
 +
| X (export document icon)
 +
| <br>
 +
| [[Image:User-properties.png|22px]]
 
|-
 
|-
| || ''' Import template accounts ''' || Import an account template for a quick start || || X ||
+
| <br>
 +
| '''Find transaction '''  
 +
| Search for transaction using a filter
 +
| <br>
 +
| &nbsp; [[Image:Kmm transaction find.png]]
 +
| <br>
 +
| [[Image:Edit-find.png|22px]]
 
|-
 
|-
| || ''' Export template accounts ''' || Export an account template || || X ||
+
| <br>
 +
| '''Show transaction detail '''  
 +
| Show details for a selected transaction
 +
| <br>
 +
| X
 +
| <br>
 +
| [[Image:Page-zoom.png|22px]]
 
|-
 
|-
| || ''' Export QIF file ''' || Export your data into a Quicken file || || X ||
+
| <br>
 +
| '''Hide reconciled transaction '''  
 +
| Hide transaction that have a reconciled status
 +
| <br>
 +
| &nbsp; [[Image:Kmm hide reconciled.png]]
 +
| <br>
 +
|  
 
|-
 
|-
| || ''' Personal data ''' || Access your personal data in the file || || X ||
+
| <br>
 +
| '''Hide unused categories '''  
 +
| Hide categories that have no transaction assigned to them
 +
| <br>
 +
| &nbsp; [[Image:Kmm hide categories.png]]
 +
| <br>
 +
|  
 
|-
 
|-
| || ''' Find transaction ''' || Search for transaction using a filter || || X ||
+
| <br>
 +
| '''Show all accounts '''  
 +
| Show all accounts even if they are closed
 +
| <br>
 +
| X  
 +
| <br>
 +
|  
 
|-
 
|-
| || ''' Show transaction detail ''' || Show details for a selected transaction || || X ||
+
| <br>
 +
| '''New account '''  
 +
| Create a new account
 +
| <br>
 +
| &nbsp; [[Image:Kmm account add.png]]
 +
| <br>
 +
|  
 
|-
 
|-
| || ''' Hide reconciled transaction ''' || Hide transaction that have a reconciled status || || X ||
+
| <br>
 +
| '''Open account '''  
 +
| Same as '''Open ledger'''
 +
| <br>
 +
| X  
 +
| <br>
 +
|  
 
|-
 
|-
| || ''' Hide unused categories ''' || Hide categories that have no transaction assigned to them || || X ||
+
| <br>
 +
| '''Open ledger '''  
 +
| Open the ledger for the selected account
 +
| <br>
 +
| X  
 +
| <br>
 +
|  
 
|-
 
|-
| || ''' Show all accounts ''' || Show all accounts even if they are closed || || X ||
+
| <br>
 +
| '''Reconcile account '''  
 +
| Match the transactions in your account with the info from the organization holding your account
 +
| <br>
 +
| &nbsp; [[Image:Kmm reconcile.png]]
 +
| <br>
 +
|  
 
|-
 
|-
| || ''' New account ''' || Add an account || || X ||
+
| <br>
 +
| '''Finish reconciliation '''  
 +
| Finalize reconciliation by changing the status of transactions from 'Cleared' to 'Reconciled'
 +
| <br>
 +
| X  
 +
| <br>
 +
|  
 
|-
 
|-
| || ''' Open account ''' || || || X ||
+
| <br>
 +
| '''Postpone reconciliation '''  
 +
| Put the reconciliation on hold
 +
| <br>
 +
| X  
 +
| <br>
 +
|  
 
|-
 
|-
| || ''' Open ledger ''' || Open the ledger for the selected account || || X ||
+
| <br>
 +
| '''Delete account '''  
 +
| It will delete the account from the file
 +
| <br>
 +
| &nbsp; [[Image:Kmm delete.png]]
 +
| <br>
 +
| [[Image:Edit-delete.png|22px]]
 
|-
 
|-
| || ''' Reconcile account ''' || Match the transactions in your account with the info from the organization holding your account || || X ||
+
| <br>
 +
| '''Close account '''  
 +
| It will close the account, not allowing further modifications to it, but it will remain in the file
 +
| <br>
 +
| &nbsp; [[Image:Kmm close window.png]]
 +
| <br>
 +
|  
 
|-
 
|-
| || ''' Finish reconciliation ''' || || || X ||
+
| <br>
 +
| '''Reopen account '''  
 +
| Open a closed account
 +
| <br>
 +
| X  
 +
| <br>
 +
|  
 
|-
 
|-
| || ''' Postpone reconciliation ''' || Put the reconciliation on hold || || X ||
+
| <br>
 +
| '''Map to online account '''  
 +
| link an account to an online banking account
 +
| <br>
 +
| X  
 +
| <br>
 +
|  
 
|-
 
|-
| || ''' Delete account ''' || It will delete the account from the file || || X ||
+
| <br>
 +
| '''Unmap online account '''  
 +
| Cut the link between an account and an online banking account
 +
| <br>
 +
| X  
 +
| <br>
 +
|  
 
|-
 
|-
| || ''' Close account ''' || It will close the account, not allowing further modifications to it, but it will remain in the file || || X ||
+
| <br>
 +
| '''Update online account '''  
 +
| Get transaction info from the online account  
 +
| <br>
 +
| &nbsp; [[Image:Kmm onlinebanking.png]]
 +
| <br>
 +
|  
 
|-
 
|-
| || ''' Reopen account ''' || Open a closed account || || X ||
+
| <br>
 +
| '''Update all online accounts '''  
 +
| Get info for all online accounts
 +
| <br>
 +
| X  
 +
| <br>
 +
|  
 
|-
 
|-
| || ''' Map to online account ''' || link an account to an online banking account || || X ||
+
| <br>
 +
| '''New category '''  
 +
| Create a new income or expense category
 +
| <br>
 +
| X  
 +
| <br>
 +
|  
 
|-
 
|-
| || ''' Unmap online account ''' || Cut the link between an account and an online banking account || || X ||
+
| <br>
 +
| '''QIF Profile editor '''  
 +
| edits the format and properties to import/export QIF files
 +
| <br>
 +
| X  
 +
| <br>
 +
|  
 
|-
 
|-
| || ''' Update online account ''' || Get transaction info from the online account || || X ||
+
| <br>
 +
| '''Securities '''  
 +
| Currencies are a special kind of security. They can also be bonds, stocks, etc
 +
| <br>
 +
| X  
 +
| <br>
 +
|  
 
|-
 
|-
| || ''' Update all online accounts ''' || Get info for all online accounts || || X ||
+
| <br>
 +
| '''Prices '''  
 +
| Conversion rates for securities
 +
| <br>
 +
| X  
 +
| <br>
 +
|  
 
|-
 
|-
| || ''' New category ''' || || || X ||
+
| <br>
 +
| '''New transaction '''  
 +
| Create a new transaction/operation
 +
| <br>
 +
| X  
 +
| <br>
 +
|  
 
|-
 
|-
| || ''' QIF Profile editor ''' || edits the format and properties to import/export QIF files || || X ||
+
| <br>
 +
| '''Edit transaction '''  
 +
| Edit the selected transactions
 +
| <br>
 +
| X  
 +
| <br>
 +
|  
 
|-
 
|-
| || ''' Securities ''' || Currencies are a special kind of security. They can also be bonds, stocks, etc || || X ||
+
| <br>
 +
| '''Split transaction '''  
 +
| This allows to split income and expenses among multiple categories
 +
| <br>
 +
| X  
 +
| <br>
 +
|  
 
|-
 
|-
| || ''' Prices ''' || Conversion rates for securities || || X ||
+
| <br>
 +
| '''Enter transaction '''  
 +
| It confirms the transaction and saves it in the ledger
 +
| <br>
 +
| X  
 +
| <br>
 +
|  
 
|-
 
|-
| || ''' New transaction ''' || || || X ||
+
| <br>
 +
| '''Select all transactions '''  
 +
| Select all transactions currently visible in the ledger
 +
| <br>
 +
| X  
 +
| <br>
 +
|  
 
|-
 
|-
| || ''' Edit transaction ''' || || || X ||
+
| <br>
 +
| '''Online price update '''  
 +
| Download online price information from the internet
 +
| <br>
 +
| X  
 +
| <br>
 +
|  
 
|-
 
|-
| || ''' Split transaction ''' || Normally an account only has 2 splits. This allows to enter more splits for it || || X ||
+
| <br>
 +
| '''Manual price update '''  
 +
| Manually enter price information
 +
| <br>
 +
| X  
 +
| <br>
 +
|  
 
|-
 
|-
| || ''' Enter transaction ''' || It confirms the transaction and saves it on the ledger || || X ||
+
| <br>
 +
| '''New schedule '''  
 +
| Create a scheduled transaction  
 +
| X
 +
| X  
 +
| <br>
 +
|  
 
|-
 
|-
| || ''' Select all transactions ''' || || || X ||
+
| <br>
 +
| '''Edit schedule '''  
 +
| Edit selected scheduled transaction
 +
| <br>
 +
| X  
 +
| <br>
 +
|  
 
|-
 
|-
| || ''' Online price update ''' || || || X ||
+
| <br>
 +
| '''Delete schedule '''  
 +
| Delete selected scheduled transaction
 +
| <br>
 +
| X  
 +
| <br>
 +
|  
 
|-
 
|-
| || ''' Manual price update ''' || || || X ||
+
| <br>
 +
| '''Duplicate schedule '''  
 +
| Duplicate selected scheduled transaction
 +
| <br>
 +
| X  
 +
| <br>
 +
|  
 
|-
 
|-
| || ''' New schedule ''' || || || X ||
+
| <br>
 +
| '''Enter scheduled transaction '''  
 +
| Manually enter a transaction from a schedule
 +
| <br>
 +
| X  
 +
| <br>
 +
|  
 
|-
 
|-
| || ''' Edit schedule ''' || || || X ||
+
| <br>
 +
| '''Skip scheduled transaction '''  
 +
| Skip this occurrence of the schedule
 +
| <br>
 +
| X  
 +
| <br>
 +
|  
 
|-
 
|-
| || ''' Delete schedule ''' || || || X ||
+
| <br>
 +
| '''Match '''  
 +
| Match a manually entered transaction with an imported transaction
 +
| <br>
 +
| X  
 +
| <br>
 +
|  
 
|-
 
|-
| || ''' Duplicate schedule ''' || || || X ||
+
| <br>
 +
| '''Unmatch '''  
 +
| Unmatch a previously matched transaction
 +
| <br>
 +
| X  
 +
| <br>
 +
|  
 
|-
 
|-
| || ''' Enter scheduled transaction ''' || Manually enter a transaction from a schedule || || X ||
+
| <br>
 +
| '''Accept '''  
 +
| Accept an imported/matched transaction  
 +
| <br>
 +
| X  
 +
| <br>
 +
|  
 
|-
 
|-
| || ''' Skip scheduled transaction ''' || Skip this occurrence of the schedule || || X ||
+
| <br>
 +
| '''Goto xxx '''  
 +
| Open the ledger for account xxx or show payee xxx in the payees view
 +
| <br>
 +
| X  
 +
| <br>
 +
|  
 
|}
 
|}

Latest revision as of 22:27, 30 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

[edit] Objects

[edit] Accounts

Icon Name short description Skrooge KMyMoney Kraft Oxygen

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



[edit] General Objects

Icon Name short description Skrooge KMyMoney Kraft Oxygen

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

[edit] Views

Icon Name short description Skrooge KMyMoney Kraft Oxygen

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 or Office-chart-pie.png

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

Kmm report.png or Office-chart-pie.png

Budget Allows access budget information
  Kmm budget.png


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

[edit] Actions

Icon Name short description Skrooge KMyMoney Kraft Oxygen

Backup Backup your application file
  Kmm backup.png

Ark-logo.png

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

Document-import.png

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)

Document-export.png

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)
User-properties.png

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

Show transaction detail Show details for a selected transaction
X
Page-zoom.png

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
Edit-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

This page was last modified on 30 September 2009, at 22:27. This page has been accessed 3,345 times. Content is available under Creative Commons License SA 3.0 as well as the GNU Free Documentation License 1.2.
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