Projects/KdeFinanceCommonIcons

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

Accounts

Name	short description	Skrooge	KMyMoney
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
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

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

Name	short description	Skrooge	KMyMoney
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

Name	short description	Skrooge	KMyMoney
Backup	Backup your application file		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 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