Projects/KdeFinanceCommonIcons: Difference between revisions

    From KDE TechBase
    m (hyperlink on skrooge handbook for tracker)
    m (remove unneeded columns thanks to the rich editor)
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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 ==
    == Objects ==


    === Accounts ===
    === Accounts ===


    {| border = "1"
    {| border="1"
    |-
    |-
    ! Icon !! Name !! short description !! Skrooge !! KMyMoney !! Kraft
    ! 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 ||
    |  
    | '''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 ||
    |  
    | '''Asset account '''  
    | Represents any account of the asset group (see below)  
    |  
    | X  
    |  
    |-
    |-
    | || ''' Checking account ''' || Represents a checking account || || X ||
    |  
    | '''Checking account '''  
    | Represents a checking account  
    |  
    | X  
    |  
    |-
    |-
    | || ''' Savings account ''' |Represents a savings account || || X ||
    |  
    | '''Savings account '''  
    | Represents a savings account  
    |  
    | X  
    |  
    |-
    |-
    | || ''' Equity account ''' || Represents e.g. opening and closing balance accounts || || X ||
    |  
    | '''Equity account '''  
    | Represents e.g. opening and closing balance accounts  
    |  
    | X  
    |  
    |-
    |-
    | || ''' Investment account ''' || Represents a portfolio of stock accounts || || X ||
    |  
    | '''Investment account '''  
    | Represents a portfolio of stock accounts  
    |  
    | X  
    |  
    |-
    |-
    | || ''' Stock account ''' || Represents a single investment for a specific stock/fund/etc. || || 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 ||
    |  
    | '''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 ||
    |  
    | '''Liability account '''  
    | Represents any account of the liability group (see below)  
    |  
    | X  
    |  
    |-
    |-
    | || ''' Credit card account ''' || Specific account || || X ||
    |  
    | '''Credit card account '''  
    | Specific account  
    |  
    | X  
    |  
    |-
    |-
    | || ''' Loan account ''' || A loan where you borrow money from someone else || || 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 ||
    |  
    | '''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 ||
    |  
    |-
    | '''Income account'''  
    | || ''' Expense account ''' || Category representing expenses || X || X ||
    | Category representing income  
    | X  
    | X  
    |  
    |-
    |-
    |
    | '''Expense account '''
    | Category representing expenses
    | X
    | X
    |
    |}
    |}


    <br>


    <br>


    === General Objects  ===


    === General Objects ===
    {| border="1"
     
    |-
    {| border = "1"
    ! Icon  
    ! Icon !! Name !! short description !! Skrooge !! KMyMoney !! Kraft
    ! Name  
    ! short description  
    ! Skrooge  
    ! KMyMoney  
    ! Kraft
    |-
    |-
    | || ''' Institution ''' || This is an organization that holds your accounts || X || X ||
    |  
    | '''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 ||
    |  
    | '''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 ||
    |  
    | '''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 ? ||
    |  
    | '''Currency'''  
    | €, $, £ to name a few  
    | X  
    | X  
    | X&nbsp;?
    |-
    |-
    | || '''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 ||
    |  
    | '''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  
    |  
    |}
    |}


    == Views ==
    == Views ==


    {| border = "1"
    {| border="1"
    ! Icon !! Name !! short description !! Skrooge !! KMyMoney !! Kraft
    |-
    |-
    | || '''Summary''' || Shows a quick overview of your current financial status. (Called ''Dashboard'' in Skrooge) || X || X ||
    ! Icon
    ! Name
    ! short description
    ! Skrooge  
    ! KMyMoney
    ! Kraft
    |-
    |-
    | || '''Accounts''' || Shows the hierarchy of all accounts (Not hierarchical in Skrooge) || X || X ||
    |  
    | '''Summary'''  
    | Shows a quick overview of your current financial status. (Called ''Dashboard'' in Skrooge)  
    | X  
    | X  
    |  
    |-
    |-
    | || '''Institutions''' || Shows all institutions and accounts assigned to them || X || X ||
    |  
    | '''Accounts'''  
    | Shows the hierarchy of all accounts (Not hierarchical in Skrooge)
    | X  
    | X  
    |  
    |-
    |-
    | || '''Scheduled Operations''' || Operations that recur on a regular basis || X || X ||
    |  
    | '''Institutions'''  
    | Shows all institutions and accounts assigned to them
    | X  
    | X  
    |  
    |-
    |-
    | || ''' Ledger ''' || Lists the transactions/operations of an account. Also referred to as '''Register'''  || X || X ||
    |  
    | '''Scheduled Operations'''  
    | Operations that recur on a regular basis
    | X  
    | X  
    |  
    |-
    |-
    | || ''' Investments ''' || Gives access to the investment management || || X ||
    |  
    | '''Ledger '''  
    | Lists the transactions/operations of an account. Also referred to as '''Register'''
    | X
    | X  
    |  
    |-
    |-
    | || ''' Reports ''' || Lists the available reports || || X ||
    |  
    | '''Investments '''  
    | Gives access to the investment management
    |  
    | X  
    |  
    |-
    |-
    | || '''Graphs''' || Graphs (pie, histogram...) drawn based on financial information || X || X ||
    |  
    | '''Reports '''  
    | Lists the available reports
    |  
    | X  
    |  
    |-
    |-
    | || ''' Budget ''' || Allows access budget information || || X ||
    |  
    | '''Graphs'''  
    | Graphs (pie, histogram...) drawn based on financial information  
    | X
    | X  
    |  
    |-
    |-
    | || ''' Forecast ''' || This will attempt to display future information about your finances || || X ||
    |  
    | '''Budget '''  
    | Allows access budget information  
    |  
    | X  
    |  
    |-
    |-
    |
    | '''Forecast '''
    | This will attempt to display future information about your finances
    |
    | X
    |
    |}
    |}


    == Actions ==
    == Actions ==


    {| border = "1"
    {| border="1"
    ! Icon !! Name !! short description !! Skrooge !! KMyMoney !! Kraft
    |-
    |-
     
    ! Icon
    | || ''' Backup ''' || Backup your application file || || X ||
    ! Name
    ! short description
    ! Skrooge
    ! KMyMoney
    ! Kraft
    |-
    |-
    | || ''' Import QIF file ''' || Import a file with Quicken format || || X ||
    |  
    | '''Backup '''  
    | Backup your application file  
    |  
    | X  
    |  
    |-
    |-
    | || ''' Import GnuCash file ''' || Import a file from GnuCash || || X ||
    |  
    | '''Import QIF file '''  
    | Import a file with Quicken format
    |  
    | X  
    |  
    |-
    |-
    | || ''' Import statement ''' || Import a statement file from a bank || || X ||
    |  
    | '''Import GnuCash file '''  
    | Import a file from GnuCash
    |  
    | X  
    |  
    |-
    |-
    | || ''' Import template accounts ''' || Import an account template for a quick start || || X ||
    |  
    | '''Import statement '''  
    | Import a statement file from a bank
    |  
    | X  
    |  
    |-
    |-
    | || ''' Export template accounts ''' || Export an account template || || X ||
    |  
    | '''Import template accounts '''  
    | Import an account template for a quick start
    |  
    | X  
    |  
    |-
    |-
    | || ''' Export QIF file ''' || Export your data into a Quicken file || || X ||
    |  
    | '''Export template accounts '''  
    | Export an account template
    |  
    | X  
    |  
    |-
    |-
    | || ''' Personal data ''' || Access your personal data in the file || || X ||
    |  
    | '''Export QIF file '''  
    | Export your data into a Quicken file  
    |  
    | X  
    |  
    |-
    |-
    | || ''' Find transaction ''' || Search for transaction using a filter || || X ||
    |  
    | '''Personal data '''  
    | Access your personal data in the file
    |  
    | X  
    |  
    |-
    |-
    | || ''' Show transaction detail ''' || Show details for a selected transaction || || X ||
    |  
    | '''Find transaction '''  
    | Search for transaction using a filter
    |  
    | X  
    |  
    |-
    |-
    | || ''' Hide reconciled transaction ''' || Hide transaction that have a reconciled status || || X ||
    |  
    | '''Show transaction detail '''  
    | Show details for a selected transaction  
    |  
    | X  
    |  
    |-
    |-
    | || ''' Hide unused categories ''' || Hide categories that have no transaction assigned to them || || X ||
    |  
    | '''Hide reconciled transaction '''  
    | Hide transaction that have a reconciled status
    |  
    | X  
    |  
    |-
    |-
    | || ''' Show all accounts ''' || Show all accounts even if they are closed || || X ||
    |  
    | '''Hide unused categories '''  
    | Hide categories that have no transaction assigned to them
    |  
    | X  
    |  
    |-
    |-
    | || ''' New account ''' || Create a new account || || X ||
    |  
    | '''Show all accounts '''  
    | Show all accounts even if they are closed
    |  
    | X  
    |  
    |-
    |-
    | || ''' Open account ''' || Same as '''Open ledger''' || || X ||
    |  
    | '''New account '''  
    | Create a new account
    |  
    | X  
    |  
    |-
    |-
    | || ''' Open ledger ''' || Open the ledger for the selected account || || X ||
    |  
    | '''Open account '''  
    | Same as '''Open ledger'''
    |  
    | X  
    |  
    |-
    |-
    | || ''' Reconcile account ''' || Match the transactions in your account with the info from the organization holding your account || || X ||
    |  
    | '''Open ledger '''  
    | Open the ledger for the selected account  
    |  
    | X  
    |  
    |-
    |-
    | || ''' Finish reconciliation ''' || Finalize reconciliation by changing the status of transactions from 'Cleared' to 'Reconciled' || || X ||
    |  
    | '''Reconcile account '''  
    | Match the transactions in your account with the info from the organization holding your account
    |  
    | X  
    |  
    |-
    |-
    | || ''' Postpone reconciliation ''' || Put the reconciliation on hold || || X ||
    |  
    | '''Finish reconciliation '''  
    | Finalize reconciliation by changing the status of transactions from 'Cleared' to 'Reconciled'
    |  
    | X  
    |  
    |-
    |-
    | || ''' Delete account ''' || It will delete the account from the file || || X ||
    |  
    | '''Postpone reconciliation '''  
    | Put the reconciliation on hold
    |  
    | X  
    |  
    |-
    |-
    | || ''' Close account ''' || It will close the account, not allowing further modifications to it, but it will remain in the file || || X ||
    |  
    | '''Delete account '''  
    | It will delete the account from the file  
    |  
    | X  
    |  
    |-
    |-
    | || ''' Reopen account ''' || Open a closed account || || X ||
    |  
    | '''Close account '''  
    | It will close the account, not allowing further modifications to it, but it will remain in the file
    |  
    | X  
    |  
    |-
    |-
    | || ''' Map to online account ''' || link an account to an online banking account || || X ||
    |  
    | '''Reopen account '''  
    | Open a closed account  
    |  
    | X  
    |  
    |-
    |-
    | || ''' Unmap online account ''' || Cut the link between an account and an online banking account || || X ||
    |  
    | '''Map to online account '''  
    | link an account to an online banking account  
    |  
    | X  
    |  
    |-
    |-
    | || ''' Update online account ''' || Get transaction info from the online account || || X ||
    |  
    | '''Unmap online account '''  
    | Cut the link between an account and an online banking account  
    |  
    | X  
    |  
    |-
    |-
    | || ''' Update all online accounts ''' || Get info for all online accounts || || X ||
    |  
    | '''Update online account '''  
    | Get transaction info from the online account
    |  
    | X  
    |  
    |-
    |-
    | || ''' New category ''' || Create a new income or expense category || || X ||
    |  
    | '''Update all online accounts '''  
    | Get info for all online accounts
    |  
    | X  
    |  
    |-
    |-
    | || ''' QIF Profile editor ''' || edits the format and properties to import/export QIF files || || X ||
    |  
    | '''New category '''  
    | Create a new income or expense category
    |  
    | X  
    |  
    |-
    |-
    | || ''' Securities ''' || Currencies are a special kind of security. They can also be bonds, stocks, etc || || X ||
    |  
    | '''QIF Profile editor '''  
    | edits the format and properties to import/export QIF files
    |  
    | X  
    |  
    |-
    |-
    | || ''' Prices ''' || Conversion rates for securities || || X ||
    |  
    | '''Securities '''  
    | Currencies are a special kind of security. They can also be bonds, stocks, etc
    |  
    | X  
    |  
    |-
    |-
    | || ''' New transaction ''' || Create a new transaction/operation  || || X ||
    |  
    | '''Prices '''  
    | Conversion rates for securities
    |  
    | X  
    |  
    |-
    |-
    | || ''' Edit transaction ''' || Edit the selected transactions || || X ||
    |  
    | '''New transaction '''  
    | Create a new transaction/operation
    |  
    | X  
    |  
    |-
    |-
    | || ''' Split transaction ''' || This allows to split income and expenses among multiple categories || || X ||
    |  
    | '''Edit transaction '''  
    | Edit the selected transactions
    |  
    | X  
    |  
    |-
    |-
    | || ''' Enter transaction ''' || It confirms the transaction and saves it in the ledger || || X ||
    |  
    | '''Split transaction '''  
    | This allows to split income and expenses among multiple categories
    |  
    | X  
    |  
    |-
    |-
    | || ''' Select all transactions ''' || Select all transactions currently visible in the ledger || || X ||
    |  
    | '''Enter transaction '''  
    | It confirms the transaction and saves it in the ledger  
    |  
    | X  
    |  
    |-
    |-
    | || ''' Online price update ''' || Download online price information from the internet || || X ||
    |  
    | '''Select all transactions '''  
    | Select all transactions currently visible in the ledger
    |  
    | X  
    |  
    |-
    |-
    | || ''' Manual price update ''' || Manually enter price information || || X ||
    |  
    | '''Online price update '''  
    | Download online price information from the internet
    |  
    | X  
    |  
    |-
    |-
    | || ''' New schedule ''' || Create a scheduled transaction || X || X ||
    |  
    | '''Manual price update '''  
    | Manually enter price information
    |  
    | X  
    |  
    |-
    |-
    | || ''' Edit schedule ''' || Edit selected scheduled transaction || || X ||
    |  
    | '''New schedule '''  
    | Create a scheduled transaction  
    | X
    | X  
    |  
    |-
    |-
    | || ''' Delete schedule ''' || Delete selected scheduled transaction || || X ||
    |  
    | '''Edit schedule '''  
    | Edit selected scheduled transaction  
    |  
    | X  
    |  
    |-
    |-
    | || ''' Duplicate schedule ''' || Duplicate selected scheduled transaction || || X ||
    |  
    | '''Delete schedule '''  
    | Delete selected scheduled transaction  
    |  
    | X  
    |  
    |-
    |-
    | || ''' Enter scheduled transaction ''' || Manually enter a transaction from a schedule || || X ||
    |  
    | '''Duplicate schedule '''  
    | Duplicate selected scheduled transaction  
    |  
    | X  
    |  
    |-
    |-
    | || ''' Skip scheduled transaction ''' || Skip this occurrence of the schedule || || X ||
    |  
    | '''Enter scheduled transaction '''  
    | Manually enter a transaction from a schedule  
    |  
    | X  
    |  
    |-
    |-
    | || ''' Match ''' || Match a manually entered transaction with an imported transaction || || X ||
    |  
    | '''Skip scheduled transaction '''  
    | Skip this occurrence of the schedule
    |  
    | X  
    |  
    |-
    |-
    | || ''' Unmatch ''' || Unmatch a previously matched transaction || || X ||
    |  
    | '''Match '''  
    | Match a manually entered transaction with an imported transaction  
    |  
    | X  
    |  
    |-
    |-
    | || ''' Accept ''' || Accept an imported/matched transaction || || X ||
    |  
    | '''Unmatch '''  
    | Unmatch a previously matched transaction  
    |  
    | X  
    |  
    |-
    |-
    | || ''' Goto xxx ''' || Open the ledger for account xxx or show payee  xxx in the payees view || || 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
    |
    |}
    |}

    Revision as of 09:59, 26 August 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

    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
    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 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