Projects/KdeFinanceCommonIcons: Difference between revisions

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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  ==


{|
=== Accounts  ===
 
{| border="1"
|-
! Icon
! Name
! short description
! Skrooge
! KMyMoney
! Kraft
! Oxygen
|-
| <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>
|
|-
| <br>
| '''Asset account '''
| Represents any account of the asset group (see below)
| <br>
| &nbsp;[[Image:Kmm account-types asset.png]]
| <br>
|
|-
| <br>
| '''Checking account '''
| Represents a checking account
| <br>
| &nbsp; [[Image:Kmm account-types checking.png]]<br>
| <br>
|
|-
| <br>
| '''Savings account '''
| Represents a savings account
| <br>
| &nbsp; [[Image:Kmm account-types savings.png]]<br>
| <br>
|
|-
| <br>
| '''Equity account '''
| Represents e.g. opening and closing balance accounts
| <br>
| X
| <br>
|
|-
| <br>
| '''Investment account '''
| Represents a portfolio of stock accounts
| <br>
| &nbsp; [[Image:Kmm account-types investments.png]]<br>
| <br>
|
|-
| <br>
| '''Stock account '''
| Represents a single investment for a specific stock/fund/etc.
| <br>
| &nbsp; [[Image:Kmm account-types investments.png]]
| <br>
|
|-
| <br>
| '''Asset loan account '''
| A loan where you lend the money to someone else
| <br>
| &nbsp; [[Image:Kmm account-types loan.png]]
| <br>
|
|-
| <br>
| '''Liability account '''
| Represents any account of the liability group (see below)
| <br>
| &nbsp; [[Image:Kmm account-types liability.png]]
| <br>
|
|-
| <br>
| '''Credit card account '''
| Specific account
| <br>
| &nbsp; [[Image:Kmm account-types credit-card.png]]
| <br>
|
|-
| <br>
| '''Loan account '''
| A loan where you borrow money from someone else
| <br>
| &nbsp; [[Image:Kmm account-types loan.png]]
| <br>
|
|-
| <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>
|
|-
| <br>
| '''Income account'''
| Category representing income
| X
| &nbsp; [[Image:Kmm account-types income.png]]
| <br>
|
|-
| <br>
| '''Expense account '''
| Category representing expenses
| X
| &nbsp; [[Image:Kmm account-types expense.png]]
| <br>
|
|}
 
<br>
 
<br>
 
=== General Objects  ===
 
{| border="1"
|-
! Icon
! Name
! short description
! Skrooge
! KMyMoney
! Kraft
! Oxygen
|-
| <br>
| '''Institution '''
| This is an organization that holds your accounts
| X
| &nbsp; [[Image:Kmm Institutions.png]]<br>
| <br>
|
|-
| <br>
| '''Operation/Transaction'''
| An operation is any money movement, in or out of an account
| X
| X
| <br>
|
|-
| <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]]
|-
| <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"
|-
! Icon
! Name
! short description
! Skrooge
! KMyMoney
! Kraft
! Oxygen
|-
| <br>
| '''Backup '''
| Backup your application file
| <br>
| &nbsp; [[Image:Kmm backup.png]]<br>
| <br>
| [[Image:Ark-logo.png|22px]]
|-
| <br>
| '''Import file<br>'''
| Import a file, no format specified<br>
| X<br>
| x (import menu)<br>
| <br>
| [[Image:Document-import.png|22px]]
|-
| <br>
| '''Import QIF file '''
| Import a file with Quicken format
| <br>
| X (import document icon)<br>
| <br>
|
|-
| <br>
| '''Import GnuCash file '''
| Import a file from GnuCash
| <br>
| X (import document icon)
| <br>
|
|-
| <br>
| '''Import statement '''
| Import a statement file from a bank
| <br>
| X (import document icon)
| <br>
|
|-
| <br>
| '''Import template accounts '''
| Import an account template for a quick start
| <br>
| X (import document icon)
| <br>
|
|-
| <br>
| '''Export template accounts '''
| Export an account template
| <br>
| X (export document icon)
| <br>
|
|-
| <br>
| '''Export file<br>'''
| Export a file, no format specified<br>
| X<br>
| X (export menu)<br>
| <br>
| [[Image:Document-export.png|22px]]
|-
| <br>
| '''Export QIF file '''
| Export your data into a Quicken file
| <br>
| X (export document icon)
| <br>
|
|-
| <br>
| '''Personal data '''
| Access your personal data in the file
| <br>
| X (export document icon)
| <br>
| [[Image:User-properties.png|22px]]
|-
| <br>
| '''Find transaction '''
| Search for transaction using a filter
| <br>
| &nbsp; [[Image:Kmm transaction find.png]]
| <br>
| [[Image:Edit-find.png|22px]]
|-
| <br>
| '''Show transaction detail '''
| Show details for a selected transaction
| <br>
| X
| <br>
| [[Image:Page-zoom.png|22px]]
|-
| <br>
| '''Hide reconciled transaction '''
| Hide transaction that have a reconciled status
| <br>
| &nbsp; [[Image:Kmm hide reconciled.png]]
| <br>
|
|-
| <br>
| '''Hide unused categories '''
| Hide categories that have no transaction assigned to them
| <br>
| &nbsp; [[Image:Kmm hide categories.png]]
| <br>
|
|-
| <br>
| '''Show all accounts '''
| Show all accounts even if they are closed
| <br>
| X
| <br>
|
|-
| <br>
| '''New account '''
| Create a new account
| <br>
| &nbsp; [[Image:Kmm account add.png]]
| <br>
|
|-
| <br>
| '''Open account '''
| Same as '''Open ledger'''
| <br>
| X
| <br>
|
|-
| <br>
| '''Open ledger '''
| Open the ledger for the selected account
| <br>
| X
| <br>
|
|-
| <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>
|
|-
| <br>
| '''Finish reconciliation '''
| Finalize reconciliation by changing the status of transactions from 'Cleared' to 'Reconciled'
| <br>
| X
| <br>
|
|-
| <br>
| '''Postpone reconciliation '''
| Put the reconciliation on hold
| <br>
| X
| <br>
|
|-
| <br>
| '''Delete account '''
| It will delete the account from the file
| <br>
| &nbsp; [[Image:Kmm delete.png]]
| <br>
| [[Image:Edit-delete.png|22px]]
|-
| <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>
|
|-
| <br>
| '''Reopen account '''
| Open a closed account
| <br>
| X
| <br>
|
|-
| <br>
| '''Map to online account '''
| link an account to an online banking account
| <br>
| X
| <br>
|
|-
| <br>
| '''Unmap online account '''
| Cut the link between an account and an online banking account
| <br>
| X
| <br>
|
|-
| <br>
| '''Update online account '''
| Get transaction info from the online account
| <br>
| &nbsp; [[Image:Kmm onlinebanking.png]]
| <br>
|
|-
| <br>
| '''Update all online accounts '''
| Get info for all online accounts
| <br>
| X
| <br>
|
|-
| <br>
| '''New category '''
| Create a new income or expense category
| <br>
| X
| <br>
|
|-
| <br>
| '''QIF Profile editor '''
| edits the format and properties to import/export QIF files
| <br>
| X
| <br>
|
|-
| <br>
| '''Securities '''
| Currencies are a special kind of security. They can also be bonds, stocks, etc
| <br>
| X
| <br>
|
|-
| <br>
| '''Prices '''
| Conversion rates for securities
| <br>
| X
| <br>
|
|-
| <br>
| '''New transaction '''
| Create a new transaction/operation
| <br>
| X
| <br>
|
|-
| <br>
| '''Edit transaction '''
| Edit the selected transactions
| <br>
| X
| <br>
|
|-
| <br>
| '''Split transaction '''
| This allows to split income and expenses among multiple categories
| <br>
| X
| <br>
|
|-
| <br>
| '''Enter transaction '''
| It confirms the transaction and saves it in the ledger
| <br>
| X
| <br>
|
|-
| <br>
| '''Select all transactions '''
| Select all transactions currently visible in the ledger
| <br>
| X
| <br>
|
|-
| <br>
| '''Online price update '''
| Download online price information from the internet
| <br>
| X
| <br>
|
|-
| <br>
| '''Manual price update '''
| Manually enter price information
| <br>
| X
| <br>
|
|-
| <br>
| '''New schedule '''
| Create a scheduled transaction
| X
| X
| <br>
|
|-
| <br>
| '''Edit schedule '''
| Edit selected scheduled transaction
| <br>
| X
| <br>
|  
|-
|-
! Icon !! Name !! short description !! Skrooge !! KMyMoney !! Kraft
| <br>
| '''Delete schedule '''
| Delete selected scheduled transaction
| <br>
| X
| <br>
|
|-
|-
| || '''Account''' || An account in the sense of a ''Bank Account''. This is not the same as an account in the accountancy. || X || X ||  
| <br>
| '''Duplicate schedule '''  
| Duplicate selected scheduled transaction
| <br>
| X  
| <br>
|  
|-
|-
| || '''Operation''' || An operation is any money movement, in or out of an account || X || X ||  
| <br>
| '''Enter scheduled transaction '''  
| Manually enter a transaction from a schedule
| <br>
| X  
| <br>
|  
|-
|-
| || '''Categories''' || A category is a way to classify operations. Classical examples include "Food", "Clothes", "Salary"... || X || X ||  
| <br>
| '''Skip scheduled transaction '''  
| Skip this occurrence of the schedule
| <br>
| 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>
| '''Match '''  
| Match a manually entered transaction with an imported transaction
| <br>
| X  
| <br>
|  
|-
|-
| || '''Currency''' || €, $, £ to name a few || X || X || X ? ||
| <br>
| '''Unmatch '''  
| Unmatch a previously matched transaction
| <br>
| X  
| <br>
|  
|-
|-
| [[File:Chronometer.png]]|| '''Scheduled Operations''' || Operations that are written on a regular basis || X || X ||
| <br>
| '''Accept '''  
| Accept an imported/matched transaction
| <br>
| X  
| <br>
|  
|-
|-
| || '''Graphs''' || Graphs (pie, histogram...) drawn based on financial information || X || 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 21:27, 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

Objects

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  


Asset account Represents any account of the asset group (see below)
 

Checking account Represents a checking account
 


Savings account Represents a savings account
 


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

Investment account Represents a portfolio of stock accounts
 


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

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

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

Credit card account Specific account
 

Loan account A loan where you borrow money from someone else
 

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


Income account Category representing income X  

Expense account Category representing expenses X  



General Objects

Icon Name short description Skrooge KMyMoney Kraft Oxygen

Institution This is an organization that holds your accounts 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  


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 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  

Institutions Shows all institutions and accounts assigned to them X  


Scheduled Operations Operations that recur on a regular basis X  


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


Investments Gives access to the investment management
 


Reports Lists the available reports
 

or 

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

or 

Budget Allows access budget information
 


Forecast This will attempt to display future information about your finances
 

Actions

Icon Name short description Skrooge KMyMoney Kraft Oxygen

Backup Backup your application file
 


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
 

Show transaction detail Show details for a selected transaction
X

Hide reconciled transaction Hide transaction that have a reconciled status
 

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

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

New account Create a new account
 

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
 

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
 

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

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
 

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