D25085: improve Reconciliation doc

[Stephane Mankowski]

smankowski closed this revision.

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  https://phabricator.kde.org/D25085

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D25085: improve Reconciliation doc

[Stephane Mankowski]

smankowski accepted this revision.
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  I did the commit. Thank you for your contribution.

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D25085: improve Reconciliation doc

[Yuri Chornoivan]

yurchor accepted this revision.

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D25085: improve Reconciliation doc

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spage updated this revision to Diff 69870.
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  - address yurchor's doc comments in Differential

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  https://phabricator.kde.org/D25085?vs=69084=69870

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  https://phabricator.kde.org/D25085

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  doc/index.docbook

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D25085: improve Reconciliation doc

[Yuri Chornoivan]

yurchor accepted this revision.
This revision is now accepted and ready to land.

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D25085: improve Reconciliation doc

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spage marked 2 inline comments as done.
spage added a comment.


  In D25085#557022 , @yurchor wrote:
  
  > Thanks in advance for fixing these issues.
  
  
  Sure, happy to help. Alas, I can't get Arcanist setup, `arc  
install-certificate` fails with
  
Usage Exception: Failed to connect to server 
(https://phabricator.kde.org/api/): [cURL/77] 
(https://phabricator.kde.org/api/conduit.ping)  The 
SSL CA Bundles that we tried to use could not be read or are not formatted 
correctly.
  
  from `ArcanistInstallCertificateWorkflow::run()`, and for which nobody on IRC 
has working suggestions. I don't think I can amend a patch in Differential 
using just git and Phabricator. I'll try to debug the PHP cli program and 
libcurl...

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D25085: improve Reconciliation doc

[Yuri Chornoivan]

yurchor added a comment.


  Thanks in advance for fixing these issues.

INLINE COMMENTS

> index.docbook:1523
> + Reconciliation is the process by which you ensure that all 
> operations in an account match the bank's view of that account. It will 
> involve you, your account's position, and a pen. Reconciliation can happen 
> only for an account at one point in time.
> + First enter all the operations for the account up to that point 
> in time; if you can, download transactions from the bank and  linkend="import">import them into  to minimize data entry. 
> Then, in the Operations view, select the account you wish to reconcile from 
> the drop-down box; or in the Accounts view, double-click the account name or 
> bring up the contextual menu and choose Open 
> operations Switch into reconciliation mode using 
> the Switch Information button 
>  format="PNG"/> below the 
> operations table.
>   

Missing comma: First -> First,

> index.docbook:1541
>   
> - This may be useful when trying to spot operations you may have 
> forgot to enter in . When all relevant operations have been checked, 
> Delta is equal to 0, and the Validate checked operations button 
>  format="PNG" /> is activated. 
> Click on this button to validate the reconciliation: all checked operations 
> are now validated.
> + These running totals help you spot operations you may have forgot 
> to enter in . Many bank statements provide similar totals such as 
> "Withdrawals" or "Deposits and Credits", although they may have separate 
> totals for "Interest", "Fees". When the Delta is equal to 0, you 
> may have pointed all operations matching the bank's 
> record. For example, you may have mistakenly pointed a debit of 8€ and a 
> credit of 2€, and overlooked a bank debit of 6€; the net is the same, minus 
> 6€. When the Delta is 0, the Validate pointed operations button 
>  format="PNG" /> is enabled. 
> Click on this button to complete your reconciliation: all pointed operations 
> are now checked.
>   

Typo: forgot -> forgotten

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D25085: improve Reconciliation doc

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spage created this revision.
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spage requested review of this revision.

REVISION SUMMARY
  These are pointed operations, not checked; give an example of Delta 0; 
explain the fake operation to complete validation (and avoid active voice); etc.
  
  Also be consistent referring to "application's settings."

TEST PLAN
  build the doc, look at Reconciliation section.

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