Git commit 3f1e34b2b6b07143d956b84fa5e99027d21041f9 by Stephane Mankowski, on behalf of Vlad Rakhmanin. Committed on 14/09/2022 at 16:12. Pushed by smankowski into branch 'master'.
Documentation proofreading Minor tweaks to documentation made at the request of Yuri Chornoivan. Only changes made are to grammar, punctuation, spelling and phrasing. No changes to content have been made. M +162 -162 doc/index.docbook https://invent.kde.org/office/skrooge/commit/3f1e34b2b6b07143d956b84fa5e99027d21041f9 diff --git a/doc/index.docbook b/doc/index.docbook index 3984eab71..7ceec494b 100644 --- a/doc/index.docbook +++ b/doc/index.docbook @@ -84,7 +84,7 @@ <title>&skrooge;</title> <para> - &skrooge; is an application for managing your personal finances. It can keep track of your incomes and expenses across several accounts, in several currencies. It has all the features you should expect from such a tool, such as categories, scheduled operations, graphical reporting, stocks management... It also has some less common features, like fast operation editing, search as you type, refund trackers, customizable attributes... + &skrooge; is an application for managing your personal finances. It can keep track of your incomes and expenses across several accounts, in several currencies. It has all the features you should expect from such a tool, such as categories, scheduled operations, graphical reporting and stocks management. It also has some less common features, such as fast operation editing, search as you type, refund trackers and customizable attributes. </para> <screenshot> @@ -111,7 +111,7 @@ <title>What &skrooge; Is Not</title> <para> - &skrooge; is not a professional tool. It doesn't have functions expected from a software you would use to run a small business. It doesn't manage taxes, doesn't use double-entry system, or any advanced financial function. + &skrooge; is not a professional tool. It doesn't have functions expected from a software you would use to run a small business. It doesn't manage taxes, doesn't use double-entry system, or any advanced financial functions. </para> <para>If you were looking for such a tool, you may want to look at Kmymoney or Kraft instead.</para> @@ -130,7 +130,7 @@ <sect2 id="terminology-account"> <title>Account</title> - <para>A &skrooge; account is similar to your bank account. For example, if you own one account for you, one for your wife, and one in common, you can create these three accounts in &skrooge;. Every time you spend or earn some money, you register an <link linkend="terminology-operation">operation</link>, and indicate the account this operation was made on. + <para>A &skrooge; account is similar to your bank account. For example, if you own one personal account, your wife has a personal account, and you both have a joint account, you can create these three accounts in &skrooge;. Every time you spend or earn some money, you register an <link linkend="terminology-operation">operation</link>, and indicate the account this operation was made on. </para> </sect2> @@ -140,7 +140,7 @@ <sect3 id="terminology_standard_operation"> <title>Standard Operation</title> - <para>A standard operation is the basic operation in &skrooge;. For example, "Today, spent 20€ in credit card for groceries".</para> + <para>A standard operation is the basic operation in &skrooge;. For example, "Today, spent 20€ from credit card for groceries".</para> <para></para> </sect3> @@ -151,20 +151,20 @@ <sect3 id="terminology_transfer"> <title>Transfer</title> - <para>A transfer in &skrooge; records moving a quantity of money from one of your &skrooge; accounts to another.</para> + <para>A transfer in &skrooge; records the movement of a quantity of money from one of your &skrooge; accounts to another.</para> <para>This must not be confused with the payment mode chosen: if you made a transfer, for example using your bank's website, to someone else's account, this is not a transfer operation, because &skrooge; doesn't know about that other person's account. It is a <link linkend="terminology_standard_operation">standard operation</link> with transfer as its payment mode.</para> - <para>Read the <link linkend="transfer">transfer section</link> if things are still unclear</para> + <para>Read the <link linkend="transfer">transfer section</link> if things are still unclear.</para> </sect3> <sect3 id="terminology_validated_operation"> <title>Validated Operation</title> - <para>When you <link linkend="import">import</link> operations from your financial institution into &skrooge;, they are not considered valid right away and appear in blue. You need to manually validate them. Such validated operations no longer appear blue.</para> + <para>When you <link linkend="import">import</link> operations from your financial institution into &skrooge;, they are not considered valid right away and appear in blue. You need to manually validate them. Such validated operations will no longer appear blue.</para> <para>Note that it is possible to automatically validate operations on import, by turning on the corresponding option in the <link linkend="settings">settings</link>.</para> </sect3> <sect3 id="terminology_pointed_operation"> <title>Pointed Operation</title> - <para>During the <link linkend="reconciliation">reconciliation process</link>, you point in &skrooge; all operations that appear in the corresponding account position. Such pointed operations display a half-filled square in the Status column of an operations view. A pointed operation is not <link linkend="terminology_checked_operation">Checked</link> until you complete reconciliation.</para> + <para>During the <link linkend="reconciliation">reconciliation process</link>, you point all operations in &skrooge; that appear in the corresponding account position. Such pointed operations display a half-filled square in the Status column of an operations view. A pointed operation is not <link linkend="terminology_checked_operation">Checked</link> until you complete reconciliation.</para> </sect3> <sect3 id="terminology_checked_operation"> @@ -176,7 +176,7 @@ <sect2 id="terminology-category"> <title>Category</title> - <para>A category is basically a class of operations. Some classic examples include "Food", "Taxes","Salary"... A category can contain other categories: it is a hierarchical structure. For example, category "transport" can contain categories "Bus", "Automotive", "plane"... &skrooge; handles an infinite depth of categories. + <para>A category is basically a class of operations. Some classic examples include "Food", "Taxes", and "Salary". A category can contain other categories: it is a hierarchical structure. For example, category "transport" can contain categories "bus", "car" or "plane". &skrooge; can handle an infinite number of categories. </para> </sect2> @@ -200,7 +200,7 @@ </itemizedlist> </para> </listitem> - <listitem><para>Anything you own + <listitem><para>Personal property <itemizedlist> <listitem><para>Your house</para></listitem> <listitem><para>Your car</para></listitem> @@ -285,7 +285,7 @@ <sect2 id="page_chooser"> <title>Page Chooser</title> <para> - The page chooser is a dock where you can select the view to be displayed in the current tab or in a new tab. To open in a new tab, hold the &Ctrl; key while clicking on the selected view.</para><tip><para>You can customize this list by using the contextual menu on this list.</para></tip> + The page chooser is a dock where you can select the view to be displayed, either in the current tab or in a new tab. To open in a new tab, hold the &Ctrl; key while clicking on the selected view.</para><tip><para>You can customize this list by using the contextual menu on this list.</para></tip> <screenshot> <mediaobject> @@ -299,9 +299,9 @@ <sect2 id="bookmarks"> <title>Bookmarks</title> - <para>Imagine you need to customize the operations view on a per account basis: each account would be displayed in its own tab, maybe with different columns in each table. The forementioned method does not work, since it applies on all tabs with the same type. + <para>Consider a situation where you need to customize the operations view on a "per-account" basis. Each account would be displayed in its own tab, maybe with different columns in each table. The aforementioned method will not work, as it applies on all tabs with the same type. </para> - <para>The solution here is to save each individual tab as a Bookmark. Much like in a web browser, bookmarks can be organized in a hierarchy of bookmark folders, that you can visualize in the Bookmark Browser:</para> + <para>The solution here is to save each individual tab as a Bookmark. Much like in a web browser, bookmarks can be organized in a hierarchy of bookmark folders that you can visualize in the Bookmark Browser, as shown below:</para> <screenshot> <mediaobject> @@ -310,7 +310,7 @@ </mediaobject> </screenshot> - <para>To create a bookmark, select a page from the <link linkend="page_chooser">page chooser</link> you want to bookmark, and customize its content to your liking. Once you are done with that, in the Bookmarks <link linkend="docks">dock</link>, bring up the contextual menu, and select <menuchoice><guimenu>Bookmark current page</guimenu></menuchoice>.</para> + <para>To create a bookmark, select a page from the <link linkend="page_chooser">page chooser</link> you want to bookmark, and customize its content to your liking. When finished, in the Bookmarks <link linkend="docks">dock</link>, bring up the contextual menu, and select <menuchoice><guimenu>Bookmark current page</guimenu></menuchoice>.</para> <para>Each bookmark or bookmark folder can be "autostarted", &ie; it will be automatically opened when starting &skrooge;. This way, you can fully customize the default &skrooge; layout.</para> <para>You can select the text and icon you want for each bookmark or bookmark folder.</para> @@ -372,7 +372,7 @@ <sect2 id="property_editor"> <title>Property Editor</title> - <para> One of &skrooge; rather uncommon features is the ability to add custom properties to any object. For example, you may want to add the name and phone number of a bank employee to an account, because he / she is your contact. Or maybe attach a file to an operation, like an invoice scan. + <para> One of the uncommon features of &skrooge; is the ability to add custom properties to any object. For example, you may want to add the name and phone number of a bank employee to an account, because they are your contact. Another example is attaching a file to an operation, like an invoice scan. </para> <para> This can be achieved using the property editor, which is a <link linkend="docks">dock</link> of its own. @@ -386,7 +386,7 @@ </screenshot> <para> - When this dock is visible, it will display the custom properties of the selected object (For: Selection) or of all objects (For: All) , whether it is an account, an operation, category, unit... This dock allows to create, update or delete properties. + When this dock is visible, it will display the custom properties of the selected object (For: Selection) or of all objects (For: All), whether it is an account, an operation, category, unit, etc. This dock allows the user to create, update or delete properties. </para> <para> @@ -402,10 +402,10 @@ <listitem> <para> - A copied file whatever the format (odt, png, pdf, ...). - It means that the file is copied into the &skrooge; document. - This file can be opened from &skrooge; by clicking on the appropriate button. - Take care, all modifications of original file are not replicated in the version saved in &skrooge; document. + A copied file regardless of format (.odt, .png, .pdf, ...). + This means that the file is copied into the &skrooge; document. + This file can be opened from &skrooge; by clicking the appropriate button. + Take care, as all modifications of the original file are not replicated in the version saved in &skrooge; document. </para> </listitem> @@ -419,12 +419,12 @@ <listitem> <para> - A link to an http page. Example: the website of your bank. + A link to an http page, for example, the website of your bank. </para> </listitem> </itemizedlist> <para> - Added properties can be displayed as a column on <link linkend="tables">tables</link> + Added properties can be displayed as a column on <link linkend="tables">tables</link>. </para> </sect2> @@ -467,7 +467,7 @@ </mediaobject> </screenshot> - <para>When a view has more than one editing mode, buttons let you choose among them. In the above screenshot, there are four buttons to choose different editing modes for <link linkend="operations">Operations</link>: "Standard", "Split", "Transfer" and "Shares". In order to preserve maximum space for visualizing information, especially on small screens, you can hide or show some views' editing panel. In the above screenshot, if you click the button for the current mode to deselect it, the editing panel hides.</para> + <para>When a view has more than one editing mode, buttons let you choose between them. In the above screenshot, there are four buttons to choose different editing modes for <link linkend="operations">Operations</link>: "Standard", "Split", "Transfer" and "Shares". In order to preserve maximum space for visualizing information, especially on small screens, you can hide or show some views' editing panel. In the above screenshot, if you click the button for the current mode to deselect it, the editing panel becomes hidden.</para> <para>In editing panels, all numerical fields are interpreted. This means that you can enter mathematical expressions such as: <itemizedlist> @@ -480,7 +480,7 @@ <sect2 id="tables"> <title>Tables</title> - <para>In &skrooge;, all tables are customizable. Bring up the table's context menu, by right-clicking on the column header or clicking the settings icon in the table header, and you will see a menu appear:</para> + <para>In &skrooge;, all tables are customizable. Bring up the table's context menu, by right-clicking on the column header or clicking the settings icon in the table header - you will see a menu appear, as described in more detail below:</para> <screenshot> <mediaobject> @@ -498,16 +498,16 @@ <varlistentry> <term><menuchoice><guimenu>View Appearance</guimenu></menuchoice></term> <listitem> - <para>Use a predefined set of columns. The "default" column usually shows all columns. Other predefined sets may exist on a per table basis.</para> + <para>Use a predefined set of columns. The "default" column usually shows all columns. Other predefined sets may exist on a "per-table" basis.</para> </listitem> </varlistentry> <varlistentry> <term><menuchoice><guimenu>Resize to Content</guimenu></menuchoice></term> - <listitem><para>Resize all columns to fit to the content.</para></listitem> + <listitem><para>Resize all columns to fit the content.</para></listitem> </varlistentry> <varlistentry> <term><menuchoice><guimenu>Auto Resize</guimenu></menuchoice></term> - <listitem><para>When activated, you will not be able to manually resize columns, &skrooge; will do it automatically based on the columns content.</para></listitem> + <listitem><para>When activated, you will not be able to manually resize columns. &skrooge; will do it automatically based on the columns content.</para></listitem> </varlistentry> <varlistentry> <term><guimenu>List of displayed columns</guimenu></term> @@ -546,7 +546,7 @@ </varlistentry> <varlistentry> <term><menuchoice><guimenu>Export</guimenu></menuchoice></term> - <listitem><para><link linkend="export_table">Export the table</link> as a stand-alone file. Supported formats are pdf, csv, html, SVG, odt or txt.</para></listitem> + <listitem><para><link linkend="export_table">Export the table</link> as a stand-alone file. Supported formats are .pdf, .csv, .html, .SVG, .odt or .txt.</para></listitem> </varlistentry> </variablelist> @@ -575,8 +575,8 @@ <para> In all &skrooge; views, you will find a search field that filters the table to only display lines matching what you type: <itemizedlist> - <listitem><para>In an operations view, it will filter the operations containing the text entered, whatever the column (date, payee, category, comment...)</para></listitem> - <listitem><para>In an accounts view, it will filter the accounts containing the text entered, whatever the column (bank, account name, number...)</para></listitem> + <listitem><para>In an operations view, it will filter the operations containing the text entered, whatever the column (date, payee, category, comment, etc.)</para></listitem> + <listitem><para>In an accounts view, it will filter the accounts containing the text entered, whatever the column (bank, account name, number, etc.)</para></listitem> <listitem><para>In a report view, it will redraw the graph based on this filter</para></listitem> <listitem><para>In a... well, you get the idea, right?</para></listitem> </itemizedlist> @@ -586,17 +586,17 @@ The filtering string follows these rules: </para> <itemizedlist> - <listitem><para>Searching is case-insensitive. So table, Table and TABLE are all the same.</para></listitem> + <listitem><para>Searching is not case-sensitive. So table, Table and TABLE are all the same.</para></listitem> <listitem><para>If you enter a word or series of words in the search box, the application will filter the table to only display lines having these words (logical operator AND).</para></listitem> - <listitem><para>If you want to add (logical operator OR) some lines, you must prefix your word by "+".</para></listitem> - <listitem><para>If you want to remove (logical operator NOT) some lines, you must prefix your word by "-".</para></listitem> - <listitem><para>If you want to search only on one column, you must prefix your word by the column name, like: col1:word.</para></listitem> + <listitem><para>If you want to add (logical operator OR) some lines, you must prefix your word with "+".</para></listitem> + <listitem><para>If you want to remove (logical operator NOT) some lines, you must prefix your word with "-".</para></listitem> + <listitem><para>If you want to search only one column, you must prefix your word with the column name, like: col1:word.</para></listitem> <listitem><para>If you want to use the character ":" in value, you must specify the column name, like: col1:value:rest.</para></listitem> <listitem><para>If you want to search for a phrase or something that contains spaces, you must put it in quotes, like: "yes, this is a phrase".</para></listitem> <listitem><para>You can also use operator "<" and ">".</para></listitem> </itemizedlist> <para> - Some examples may help explain: + Below are some examples that can illustrate these rules in a more intuitive way: </para> <itemizedlist> <listitem><para>+val1 +val2 => Keep lines containing val1 OR val2</para></listitem> @@ -615,12 +615,12 @@ <sect2 id="save_customized_content"> <title>Save Customized Content</title> - <para>As explained in the <link linkend="tables">previous chapter</link>, tables can be totally customized to your liking. But you probably do not want to loose all the customization work you made upon closing a tab. There are two ways to save this work.</para> + <para>As explained in the <link linkend="tables">previous chapter</link>, tables can be totally customized to your liking. You probably do not want to lost all the customization work you made when you close a tab. For this reason, two ways are included to save this work.</para> <sect3 id="save_default_context"> <title>Save page state</title> - <para>This option allows you saving the current tab state as the default state that will always be called when opening this page. For example, you may want your <link linkend="dashboard">Dashboard</link> to contain 4 widgets, organized to your liking. What's even more important is that you always want the Dashboard to look the same, you do not want to repeat the customization work every time you open it.</para> - <para>To do this, you simply need to do customization work once, then to save the tab state as the Default State for the page being displayed. Setting the default state is done either by right clicking on the tab and selecting <guimenuitem>Save page state</guimenuitem>. If you want to keep more than one state for a page then you must use <link linkend="bookmarks">bookmarks</link>.</para> + <para>This option allows you to save the current tab state as the default state that will always be called when opening this page. For example, you may want your <link linkend="dashboard">Dashboard</link> to contain 4 widgets, organized to your liking - what's even more important is that you always want the Dashboard to look the same, you do not want to repeat the customization work every time you open it.</para> + <para>To do this, you simply need to do the customization work once, then save the tab state as the Default State for the page being displayed. Setting the default state is done by right clicking on the tab and selecting <guimenuitem>Save page state</guimenuitem>. If you want to keep more than one state for a page then you must use <link linkend="bookmarks">bookmarks</link>.</para> <screenshot> <mediaobject> @@ -629,15 +629,15 @@ </mediaobject> </screenshot> - <para>A faster way is to click on the disk icon <inlinemediaobject><imageobject><imagedata fileref="document-save.png" format="PNG"/></imageobject></inlinemediaobject> that appears on the left of the tab title whenever you modified the default state in a tab.</para> + <para>A faster way is to click on the disk icon <inlinemediaobject><imageobject><imagedata fileref="document-save.png" format="PNG"/></imageobject></inlinemediaobject> that appears on the left of the tab title whenever you modify the default state in a tab.</para> </sect3> </sect2> <sect2 id="mass_update"> <title>Mass Update</title> - <para>In &skrooge;, it is possible to massively update a selection of items. Though mostly useful for <link linkend="operations">operations</link>, it can also be used on <link linkend="accounts">accounts</link>, <link linkend="units">units</link>, <link linkend="scheduled">scheduled operations</link>...</para> - <para>The way to do this is quite straightforward : select items to be updated, set the attribute value(s) that should be applied on all items, and click on <guibutton>Apply</guibutton>. For all attributes where you didn't set a value, it will be left untouched on items.</para> + <para>In &skrooge;, it is possible to update a large selection of items. Though mostly useful for <link linkend="operations">operations</link>, it can also be used on <link linkend="accounts">accounts</link>, <link linkend="units">units</link>, <link linkend="scheduled">scheduled operations</link>, etc.</para> + <para>The way to do this is quite straightforward. First, select items to be updated, set the attribute value(s) that should be applied on all items, and click on <guibutton>Apply</guibutton>. All attributes where you didn't set a value, will be left untouched on the items.</para> <screenshot> <mediaobject> @@ -675,37 +675,37 @@ <sect1 id="import"> <title>Import Files</title> - <para>&skrooge; is able to import files from other financial applications or from your bank. So, whether you are coming from another application, or simply do not want to go through the hassle of manually entering your operations, &skrooge; has a fast lane for you.</para> + <para>&skrooge; is able to import files from other financial applications or from your bank. So, whether you are migrating from another application, or simply do not want to go through the hassle of manually entering your operations, &skrooge; has a quick-start option for this.</para> <sect2 id="supported_file_formats"> <title>Supported File Formats</title> - <para>One the following formats may be used:</para> + <para>One of the following formats may be used:</para> <itemizedlist> - <listitem><para>AFB120: A French norm.</para></listitem> + <listitem><para>AFB120: A French standard.</para></listitem> <listitem><para>CSV: Comma Separated Value. Though not strictly a financial format, it is quite often available as an export format from banks or other applications, mostly because it is so easy to use in a spreadsheet.</para></listitem> <listitem><para>GnuCash: Format of the GnuCash application. If you want to migrate from this application, this is the recommended format to use.</para></listitem> <listitem><para>Grisbi: Format of the Grisbi application. If you want to migrate from this application, this is the recommended format to use.</para></listitem> <listitem><para>Homebank: Format of the Homebank application. If you want to migrate from this application, this is the recommended format to use.</para></listitem> <listitem><para>Kmymoney: Format of the Kmymoney application. If you want to migrate from this application, this is the recommended format to use.</para></listitem> - <listitem><para>MT940: An international norm defined by SWIFT.</para></listitem> + <listitem><para>MT940: An international standard defined by SWIFT.</para></listitem> <listitem><para>&Microsoft; Money: Format of the &Microsoft; Money application. If you want to migrate from this application, this is the recommended format to use.</para></listitem> <listitem><para>Money Manager Ex: Format of the Money Manager Ex application. If you want to migrate from this application, this is the recommended format to use.</para></listitem> - <listitem><para>OFX: Open Financial eXchange. It is a well defined & documented format, that &skrooge; imports using a third party library (libofx). This is the recommended format for imports.</para></listitem> + <listitem><para>OFX: Open Financial eXchange. It is a well defined and documented format, that &skrooge; imports using a third party library (libofx). This is the recommended format for imports.</para></listitem> <listitem><para>QFX: QFX is a customization of OFX from the commercial software <trademark>Quicken</trademark>.</para></listitem> - <listitem><para>QIF: <trademark>Quicken</trademark> Import File. Maybe the most common financial file format. However, it has some rather annoying limitations, like not giving the unit for operation, or no strict date formatting.</para></listitem> - <listitem><para>IIF: <trademark>Intuit</trademark> Interchange Format is used by <trademark>QuickBooks</trademark>.</para></listitem> - <listitem><para>SKG: This is useful to merge 2 &skrooge; documents</para></listitem> - <listitem><para>&PDF;: This allows to create the operation from a &PDF; invoice. The invoice is also associated to the operation as a property. Read the <link linkend="howto_extractor">How to</link> if you want to know how to extract information from an invoice not supported yet.</para></listitem> + <listitem><para>QIF: <trademark>Quicken</trademark> Import File. Maybe the most common financial file format. However, it has some rather limitations, like not giving the unit for operation, or no strict date formatting.</para></listitem> + <listitem><para>IIF: <trademark>Intuit</trademark> Interchange Format used by <trademark>QuickBooks</trademark>.</para></listitem> + <listitem><para>SKG: This is useful for merging two &skrooge; documents</para></listitem> + <listitem><para>&PDF;: This allows to create the operation from a &PDF; invoice. The invoice is also associated to the operation as a property. Read the <link linkend="howto_extractor">How to</link> if you want to know how to extract information from an invoice not yet supported.</para></listitem> <listitem><para>Backend: &skrooge; can also import operations by using a backend. For the moment, the three following backends can be used: <itemizedlist> <listitem><para><ulink url="http://weboob.org/";>weboob</ulink>: By using this backend you can import all operations from all your banks in only one click. For that, you just have to install <ulink url="http://weboob.org/";>weboob</ulink> and activate the corresponding backend from <link linkend="settings">settings</link>.</para></listitem> - <listitem><para><ulink url="http://weboob.org/";>weboob_coming</ulink>: By using this backend you can import all coming operations from all your banks in only one click. This can be used for card with deferred debit. For that, you just have to install <ulink url="http://weboob.org/";>weboob</ulink> and activate the corresponding backend from <link linkend="settings">settings</link>.</para></listitem> - <listitem><para><ulink url="https://www.aquamaniac.de/sites/aqbanking/overview.php";>aqbanking</ulink>: By using this backend you can import all operations from all your banks in only one click. For that, you just have to install and configure <ulink url="https://www.aquamaniac.de/sites/aqbanking/cli.php";>aqbanking-cli</ulink>.</para></listitem> + <listitem><para><ulink url="http://weboob.org/";>weboob_coming</ulink>: By using this backend you can import all coming operations from all your banks with one click. This can be used for cards with deferred debit. For that, you just have to install <ulink url="http://weboob.org/";>weboob</ulink> and activate the corresponding backend from <link linkend="settings">settings</link>.</para></listitem> + <listitem><para><ulink url="https://www.aquamaniac.de/sites/aqbanking/overview.php";>aqbanking</ulink>: By using this backend you can import all operations from all your banks in one click. For that, you just have to install and configure <ulink url="https://www.aquamaniac.de/sites/aqbanking/cli.php";>aqbanking-cli</ulink>.</para></listitem> </itemizedlist></para> - <tip><para>If you do not want to store your bank passwords in the configuration file of WEBOOB, you can do that: + <tip><para>If you do not want to store your bank passwords in the configuration file of WEBOOB, you can do so using the following method: <itemizedlist> <listitem><para>Add passwords for each bank by doing <quote>kwallet-query -f Weboob kdewallet -w m_bank_name</quote></para></listitem> @@ -719,25 +719,25 @@ <sect2 id="csv_specificities"> <title>CSV Specificities</title> - <para>Since CSV has no strictly defined format, there is no way for &skrooge; to know where it is supposed to find dates, categories, values... To do so, &skrooge; expects your CSV file to contain some headers indicating what is the column for. The file must contain at least columns "Date" and "Amount".</para> + <para>Since CSV has no strictly defined format, there is no way for &skrooge; to know where it is supposed to find dates, categories, values, etc. For this reason, &skrooge; expects your CSV file to contain some headers indicating what each column is used for. The file must contain at least the columns "Date" and "Amount".</para> <para>You may manually define how the file is set up (&ie; ignoring the headers in the file) by setting them in the application's <link linkend="settings">settings</link> (<menuchoice><guimenu>Settings</guimenu> <guimenuitem>Configure &skrooge;</guimenuitem></menuchoice>), in the <guilabel>Import / Export</guilabel> section.</para> </sect2> <sect2 id="import_operations"> <title>Importing Operations</title> - <para>One of &skrooge; principles is to avoid multiple wizards or dialog boxes. This is especially true for imports, where other applications require many information from the user. Not &skrooge;. When selecting <menuchoice><guimenu>File</guimenu><guimenuitem>Import</guimenuitem></menuchoice>, you will be asked to select the files (yes you can import many at once), and that's it. Behind the scene, &skrooge; will find the file format and apply the relevant import mode.</para> + <para>One of the principles of &skrooge; is to avoid multiple wizards or dialog boxes. This is especially true for imports, where other applications require much information from the user. When selecting <menuchoice><guimenu>File</guimenu><guimenuitem>Import</guimenuitem></menuchoice>, you will be asked to select the files (multiple file imports are permitted), and that is all the information that is required. Behind the scenes, &skrooge; will find the file format and apply the relevant import mode.</para> <sect3 id="import_account"> <title>Account</title> - <para>One thing that might surprise you is that you won't be asked in which account the operations should be imported. That is because &skrooge; will read the account number in the file, and will associate imported operations to that account.</para> + <para>One thing that might surprise you is that you won't be asked which account the operations should be imported into. That is because &skrooge; will read the account number in the file, and will associate imported operations to that account.</para> <para>If no account exists with this account number, or if the file does not contain this information, &skrooge; will use the file name as the account number.</para> - <para>If you create a property named <quote>alias</quote> on the account, &skrooge; will try to match the value of the property too to find the most appropriated account.</para> + <para>If you create a property named <quote>alias</quote> on the account, &skrooge; will try to match the value of the property to find the most appropriated account.</para> <para>If there is still no account with that number, &skrooge; will create a new account having the filename as the account number, and import all operations in that account. You will then be free to either rename the account, perform a <link linkend="mass_update">mass update</link>, or use <link linkend="search_and_process">Search & Process</link> to associate imported operations to an existing account.</para> </sect3> <sect3 id="import_unit"> <title>Unit</title> - <para>If no unit is specified in the imported file (which is often the case for QIF & CSV), &skrooge; will assume the unit is your <link linkend="unit_types">primary currency</link>. If this was not the case, use the <link linkend="search_and_process">Search & Process</link> function to correct.</para> + <para>If no unit is specified in the imported file (which is often the case for QIF and CSV formats), &skrooge; will assume the unit is your <link linkend="unit_types">primary currency</link>. If this was not the case, use the <link linkend="search_and_process">Search & Process</link> function to correct.</para> </sect3> <sect3 id="import_date"> @@ -747,7 +747,7 @@ <sect3 id="import_status"> <title>Import Status</title> - <para>Imported Operations have a specific status. Right after import, they are considered as "Imported, not yet validated". The idea here is that you may want to check if the import went as expected, so you need to identify quickly those operations. As per default <link linkend="settings">settings</link>, those operations will also appear in blue.</para> + <para>Imported Operations have a specific status. Right after import, they are considered as "Imported, not yet validated". The idea here is that you may want to check if the import went as expected, so you need to identify those operations quickly. As per default <link linkend="settings">settings</link>, those operations will also appear in blue.</para> <tip><para>If you do not want this behaviour, you can set the option <guilabel>Automatic Validation after Import</guilabel> in the application's <link linkend="settings">settings</link>.</para></tip> <tip><para>The <link linkend="search_and_process">Search & Process</link> function can be automatically launched after import to categorize operations.</para></tip> </sect3> @@ -762,7 +762,7 @@ <sect1 id="export"> <title>Export</title> - <para>There are different ways of exporting data with &skrooge; depending on what you intend to do.</para> + <para>There are different ways of exporting data with &skrooge; depending on what your needs.</para> <sect2 id="export_file"> <title>Export all your data in one file</title> @@ -770,7 +770,7 @@ </sect2> <sect2 id="export_partial_file"> - <title>Export partially your data in one file</title> + <title>Partially export your data in one file</title> <para>If you select some accounts or some operations before using the menu <menuchoice><guimenu>File</guimenu> <guimenuitem>Export</guimenuitem></menuchoice>, a CSV, QIF, JSON, Kmymoney, Ledger, IIF, Sqlite, Sqlcipher or &XML; file will be created, containing the selected accounts (with their operations) or the selected operation. This is the option to choose if you need to export your data to another application.</para> </sect2> @@ -789,7 +789,7 @@ <sect2 id="export_graph"> <title>Export Graph</title> - <para>&skrooge; allows you exporting a <link linkend="reports">graph</link>, either in &PDF;, SVG or just any image format supported by &Qt; (PNG, JPG, &GIF;, TIFF...). You can do so by right-clicking on the graph, and choosing the <guimenu>Export</guimenu> option.</para> + <para>&skrooge; allows you to export a <link linkend="reports">graph</link>, either in &PDF;, SVG or just any image format supported by &Qt; (PNG, JPG, &GIF;, TIFF...). You can do so by right-clicking on the graph, and choosing the <guimenu>Export</guimenu> option.</para> <screenshot> <mediaobject> @@ -809,14 +809,14 @@ <sect1 id="menu-main"> <title>The main menu</title> <para> - &skrooge; follows the standard &kde; menu scheme. So it has many menu entries that are common for all &kde; applications. More information on these menu entries can be found <ulink url="help:/fundamentals/menus.html">this help section</ulink>. + &skrooge; follows the standard &kde; menu scheme, and as such it has many menu entries that are common for all &kde; applications. More information on these menu entries can be found <ulink url="help:/fundamentals/menus.html">in this help section</ulink>. </para> <para> - Below, you can find descriptions for &skrooge; specific menu entries. + Below, you can find descriptions for &skrooge;-specific menu entries. </para> <sect2 id="menu-file"> <title>The File Menu</title> - <para>You can find in this menu all functions relative to the &skrooge; document</para> + <para>In this menu, you can find all functions relative to the &skrooge; document</para> <screenshot> <mediaobject> <imageobject><imagedata fileref="menu_file.png"/></imageobject> @@ -824,7 +824,7 @@ </screenshot> <itemizedlist> - <listitem><para><guimenuitem>Change password...</guimenuitem>: To change the password. Let the field empty to remove the password</para></listitem> + <listitem><para><guimenuitem>Change password...</guimenuitem>: To change the password. Leave the field empty to remove the password</para></listitem> <listitem><para><guimenuitem>Print...</guimenuitem>: To print the open pages</para></listitem> <listitem><para><guimenuitem>Print preview</guimenuitem>: To display the preview before printing</para></listitem> <listitem><para><guimenuitem>Import</guimenuitem>: To import data. @@ -847,7 +847,7 @@ <sect2 id="menu-edit"> <title>The Edit Menu</title> - <para>You can find in this menu all functions that can be used to modify selected objects</para> + <para>In this menu, you can find all functions that can be used to modify selected objects.</para> <screenshot> <mediaobject> <imageobject><imagedata fileref="menu_edit.png"/></imageobject> @@ -856,18 +856,18 @@ <itemizedlist> <listitem><para><guimenuitem>Undo</guimenuitem>: Cancel the previous modification done</para></listitem> - <listitem><para><guimenuitem>Redo</guimenuitem>: Reapply the previous modification canceled</para></listitem> + <listitem><para><guimenuitem>Redo</guimenuitem>: Reapply the previous modification cancelled</para></listitem> <listitem><para><guimenuitem>Revert document</guimenuitem>: Cancel the previous modifications done up to the last save</para></listitem> - <listitem><para><guimenuitem>Delete</guimenuitem>: Delete the selected objects (operations, accounts, categories, ...)</para></listitem> + <listitem><para><guimenuitem>Delete</guimenuitem>: Delete the selected objects (operations, accounts, categories, etc.)</para></listitem> <listitem><para><guimenuitem>Add property</guimenuitem>: Add a property regularly used on the selected objects</para></listitem> <listitem><para><guimenuitem>Select all</guimenuitem>: Select all lines of the <link linkend="tables">table</link> of the current page</para></listitem> - <listitem><para><guimenuitem>Fast edit</guimenuitem>: Facilitation the creation of new <link linkend="operations">operations</link> by filling fields automatically based on previous operations created</para></listitem> + <listitem><para><guimenuitem>Fast edit</guimenuitem>: Facilitates the creation of new <link linkend="operations">operations</link> by filling fields automatically based on previous operations created</para></listitem> <listitem><para><guimenuitem>Find...</guimenuitem>: Open the <link linkend="search_and_process">Search and process</link> page with a predefined filter corresponding to the selected objects</para></listitem> <listitem><para><guimenuitem>Switch highlight</guimenuitem>: Switch the highlight state of objects</para></listitem> <listitem><para><guimenuitem>Switch close</guimenuitem>: Switch the close state of objects</para></listitem> <listitem><para><guimenuitem>Reconcile...</guimenuitem>: Open the <link linkend="operations">Operations</link> page in <link linkend="reconciliation">reconciliation</link> mode</para></listitem> <listitem><para><guimenuitem>Point</guimenuitem>: Point the selected operations</para></listitem> - <listitem><para><guimenuitem>Group operations</guimenuitem>: Group the selected operations. It serves to keep a link between operations. It is used in the case of transfers between accounts or in the case of buying/selling shares. You can use it for any other purpose. Be aware that reports and graphs allow you to ignore or to take into account the grouped operations</para></listitem> + <listitem><para><guimenuitem>Group operations</guimenuitem>: Group the selected operations. It serves as a link between operations. It is used in the case of transfers between accounts or in the case of buying/selling shares. You can use it for any other purpose. Be aware that reports and graphs allow you to ignore or to take into account the grouped operations</para></listitem> <listitem><para><guimenuitem>Ungroup operations</guimenuitem>: Ungroup the selected operations</para></listitem> <listitem><para><guimenuitem>Duplicate</guimenuitem>: Duplicate the selected operation to create a new one from a previous one</para></listitem> <listitem><para><guimenuitem>Create template</guimenuitem>: Create a <link linkend="templates">template</link> from a selected operation</para></listitem> @@ -882,7 +882,7 @@ <sect2 id="menu-view"> <title>The View Menu</title> - <para>You can find in this menu all functions relative to <link linkend="multi-tabs">pages</link></para> + <para>In this menu, you can find all functions related to <link linkend="multi-tabs">pages</link></para> <screenshot> <mediaobject> <imageobject><imagedata fileref="menu_view.png"/></imageobject> @@ -896,7 +896,7 @@ <listitem><para><guimenuitem>Close</guimenuitem>: Close the current page</para></listitem> <listitem><para><guimenuitem>Close All</guimenuitem>: Close all pages except pinned ones</para></listitem> <listitem><para><guimenuitem>Close All Other</guimenuitem>: Close all pages except the current one and the pinned ones</para></listitem> - <listitem><para><guimenuitem>Pin this page</guimenuitem>: Set the current page pinned. This will avoid replacement by another one or closure</para></listitem> + <listitem><para><guimenuitem>Pin this page</guimenuitem>: Set the current page pinned. This will top it from being replaced by another page, or from being closed</para></listitem> <listitem><para><guimenuitem>Reset page state</guimenuitem>: Reset the status of the current page</para></listitem> <listitem><para><guimenuitem>Save page state</guimenuitem>: Save the status of the current page</para></listitem> <listitem><para><guimenuitem>Overwrite bookmark state</guimenuitem>: Save the status of the current bookmarked page. The bookmark is updated with the new state</para></listitem> @@ -905,7 +905,7 @@ <sect2 id="menu-do"> <title>The Go Menu</title> - <para>You can find in this menu all functions relative to <link linkend="multi-tabs">pages</link></para> + <para>In this menu, you can find all functions related to <link linkend="multi-tabs">pages</link></para> <screenshot> <mediaobject> <imageobject><imagedata fileref="menu_go1.png"/></imageobject> @@ -914,13 +914,13 @@ <itemizedlist> <listitem><para><guimenuitem>Home</guimenuitem>: Close all pages and reopen all bookmarks autostarted like when the document is opened</para></listitem> - <listitem><para><guimenuitem>Previous</guimenuitem>: Change the content of the current page with the content of the previous one. Like in a web browser</para></listitem> - <listitem><para><guimenuitem>Next</guimenuitem>: Change the content of the current page with the content of the next one. Like in a web browser</para></listitem> + <listitem><para><guimenuitem>Previous</guimenuitem>: Change the content of the current page with the content of the previous one (like in a web browser)</para></listitem> + <listitem><para><guimenuitem>Next</guimenuitem>: Change the content of the current page with the content of the next one. (like in a web browser)</para></listitem> <listitem><para><guimenuitem>Open highlights...</guimenuitem>: Open highlighted operations</para></listitem> <listitem><para><guimenuitem>Open last modified...</guimenuitem>: Open operations modified by the last action done</para></listitem> - <listitem><para><guimenuitem>Open potential duplicates...</guimenuitem>: Open operations opens a page with operations having same amounts and same dates</para></listitem> + <listitem><para><guimenuitem>Open potential duplicates...</guimenuitem>: Open operations opens a page with operations that have the same amounts and same dates</para></listitem> <listitem><para><guimenuitem>Open sub operations...</guimenuitem>: Open sub operations of the selected operation. Similar to a double click</para></listitem> - <listitem><para><guimenuitem>Open report...</guimenuitem>: Open a report based on the selection. This is really useful. For example: if you select 2 accounts and launch this action then the <link linkend="reports">report</link> page will be opened but only for operations of those accounts</para></listitem> + <listitem><para><guimenuitem>Open report...</guimenuitem>: Open a report based on the selection. This is really useful. For example: if you select two accounts and launch this action then the <link linkend="reports">report</link> page will be opened but only for operations of those accounts</para></listitem> <listitem><para><guimenuitem>Open imported operations not yet validated...</guimenuitem>: nothing to add</para></listitem> </itemizedlist> @@ -938,7 +938,7 @@ <listitem><para><guimenuitem>Open operations with dates not aligned...</guimenuitem>: Open all single operations not having the date aligned with its sub operation</para></listitem> <listitem><para><guimenuitem>Open operations with comments not aligned...</guimenuitem>: Open all single operations not having the comment aligned with its sub operation</para></listitem> <listitem><para><guimenuitem>Open operations in groups with only one operation...</guimenuitem>: Open all single operations alone in a group</para></listitem> - <listitem><para><guimenuitem>Open very old operations</guimenuitem>: nothing to add</para></listitem> + <listitem><para><guimenuitem>Open very old operations</guimenuitem>: As per the title</para></listitem> </itemizedlist> </sect2> @@ -957,9 +957,9 @@ <listitem><para><guimenuitem>Align comment of suboperations</guimenuitem>: Correct single operations having comments not aligned</para></listitem> <listitem><para><guimenuitem>Align date of suboperations</guimenuitem>: Correct single operations having dates not aligned</para></listitem> <listitem><para><guimenuitem>Remove groups with only one operation</guimenuitem>: Correct alone in a group</para></listitem> - <listitem><para><guimenuitem>Delete unused payees</guimenuitem>: nothing to add</para></listitem> - <listitem><para><guimenuitem>Delete unused categories</guimenuitem>: nothing to add</para></listitem> - <listitem><para><guimenuitem>Delete unused units</guimenuitem>: nothing to add</para></listitem> + <listitem><para><guimenuitem>Delete unused payees</guimenuitem>: As per the title</para></listitem> + <listitem><para><guimenuitem>Delete unused categories</guimenuitem>: As per the title</para></listitem> + <listitem><para><guimenuitem>Delete unused units</guimenuitem>: As per the title</para></listitem> <listitem><para><guimenuitem>Validate operations that do not require further action</guimenuitem>: Validate imported operations </para></listitem> <listitem><para><guimenuitem>Process budget rules</guimenuitem>: Recompute the <link linkend="budgets">budgets</link> based on defined rules</para></listitem> </itemizedlist> @@ -986,7 +986,7 @@ <sect1 id="dashboard"> <title>Dashboard</title> - <para>The Dashboard is a &skrooge; plugin that displays global information about your financial situation.</para> + <para>The Dashboard is a &skrooge; plugin that displays global information about your financial status.</para> <screenshot> <mediaobject> @@ -994,7 +994,7 @@ </mediaobject> </screenshot> - <para>You can add new graphical items using button on the top right corner. You can configure each graphical item by clicking on the icon on it. You can organize the graphical items on the dashboard by using the drag and drop.</para> + <para>You can add new graphical items using button on the top right corner. You can configure each graphical item by clicking on the icon on it. You can organize the graphical items on the dashboard by using drag and drop.</para> <tip><para>Combined with <link linkend="bookmarks">bookmarks</link>, this is a good way to have quick different views of your financial status.</para></tip> <sect2 id="dashboard_advice"> @@ -1079,9 +1079,9 @@ </mediaobject> </screenshot> - <para>Display the incomes, expenditures and savings for two different periods (example: current month, current year, previous month, ...). Of course, you can: + <para>Display the incomes, expenditures and savings for two different periods (example: current month, current year, previous month, etc.). You can also: <itemizedlist> - <listitem><para>Select the two periods you want</para></listitem> + <listitem><para>Select the two periods of your choosing</para></listitem> <listitem><para>Choose if <link linkend="transfer">transfers</link> are taken into account or not</para></listitem> <listitem><para>Choose if <link linkend="trackers">tracked</link> operations are taken into account or not</para></listitem> <listitem><para>Open the corresponding <link linkend="reports">report</link></para></listitem> @@ -1119,7 +1119,7 @@ </mediaobject> </screenshot> - <para>Display the 5 main categories of expenditure for the desired period.</para> + <para>Display the five main categories of expenditure for the desired period.</para> </sect2> <sect2 id="dashboard_variations"> @@ -1130,7 +1130,7 @@ </mediaobject> </screenshot> - <para>Display the 5 main variations of income and expenditure for the desired period.</para> + <para>Display the five main variations of income and expenditure for the desired period.</para> </sect2> <sect2 id="dashboard_budget"> @@ -1241,7 +1241,7 @@ <listitem><para>Assets</para></listitem> <listitem><para>Loan: The transfers to this kind of account are not taken into account in reports.</para></listitem> <listitem><para>Pension</para></listitem> - <listitem><para>Wallet: This kind of account does not have bank name.</para></listitem> + <listitem><para>Wallet: This kind of account does not have a bank name.</para></listitem> <listitem><para>Other</para></listitem> </itemizedlist> </para></listitem> @@ -1264,7 +1264,7 @@ </varlistentry> <varlistentry> <term>Comment</term> - <listitem><para>Anything you want !</para></listitem> + <listitem><para>Anything you want!</para></listitem> </varlistentry> <varlistentry> <term>Initial balance</term> @@ -1325,14 +1325,14 @@ <sect2 id="delete_account"> <title>Delete Accounts</title> <para>To delete accounts, select them and either press <keycap>Delete</keycap> on the keyboard, use the contextual menu, or use the icon in the toolbar.</para> - <warning><para>Upon deleting an account, all operations belonging to this account will also be deleted ! (But you can always <link linkend="undo_redo">undo</link> the deletion)</para></warning> + <warning><para>Upon deleting an account, all operations belonging to this account will also be deleted! However, you can always <link linkend="undo_redo">undo</link> the deletion.</para></warning> </sect2> </sect1> <sect1 id="operations"> <title>Operations</title> - <para>Operations are, well, any operation you make on an account, be it an expense, income, transfer, sales, purchase... This is where you will probably spend most of your time when using &skrooge;.</para> + <para>Operations are any operation you make on an account, be it an expense, income, transfer, sales, purchase, etc. This is where you will probably spend most of your time when using &skrooge;.</para> <para>In order to enter operations, you need to have at least one <link linkend="accounts">account</link> created.</para> @@ -1358,7 +1358,7 @@ <varlistentry> <term id="quantity_field">Amount</term> <listitem> - <para>The amount is how much you spent or earned with this operation. &skrooge; requires you enter this in two separate fields: Quantity, and Unit.</para> + <para>The amount is how much you spent or earned with this operation. &skrooge; requires you enter this in two separate fields: Quantity and Unit.</para> <para>The quantity is negative for an expense (-30, for example), and positive for an income (+250, or simply 250). This field acts as a calculator, &ie; entering an expression such as 10 + 3.23*2 will result in the field containing 16.46.</para> <para>If the sign of the quantity is not specified, then &skrooge; will use the category to find the most appropriate one.</para> <para>&skrooge; requires you to enter the <link linkend="units">unit</link> because an operation is not necessarily made in your main currency. For example, when you buy or purchase shares, the unit of the operation is the share unit.</para> @@ -1371,8 +1371,8 @@ <varlistentry> <term>Mode</term> <listitem> - <para>What was the payment mode used for this operation. Something in the line of Credit Card, Cheque, Deposit... You name it !</para> - <para>Associated with the operation mode, is an optional number. It is mostly used to enter the check number, or a transfer number.</para> + <para>What was the payment mode used for this operation. Something in the line of Credit Card, Cheque, Deposit... You name it!</para> + <para>Associated with the operation mode, it is an optional number. It is mostly used to enter the check number, or a transfer number.</para> </listitem> </varlistentry> <varlistentry> @@ -1458,7 +1458,7 @@ <para>The fields here have the same behaviour as in the standard operation editing mode:</para> <itemizedlist> - <listitem><para>The split by Date is useful for example when you paid your sport training for 3 months. In this case, you can split the payment on 3 months, this will have an impact on reports.</para></listitem> + <listitem><para>The split by Date can be useful, for example, in a hypotheical scenario where you paid your sport training for three months. In this case, you can split the payment by three months - this will have an impact on reports.</para></listitem> <listitem><para>The Category is a drop down box of existing categories. You can add a new category structure, &skrooge; will create it when creating the operation.</para></listitem> <listitem><para>The Amount <link linkend="quantity_field">acts as a calculator</link>.</para></listitem> <listitem><para>The Tracker is a drop down box of existing trackers. You can add a new tracker, &skrooge; will create it when creating the operation.</para></listitem> @@ -1483,7 +1483,7 @@ <sect2 id="shares"> <title>Shares</title> - <para>First of all you have to create some units with the shares you want to track, from the <link linkend="settings">settings</link> you can choose to update the data automatically when the + <para>First, you have to create some units with the shares you want to track, from the <link linkend="settings">settings</link> you can choose to update the data automatically when the file is opened. It is also recommended to create a different account (⪚ "ETF") in order to keep the investments separated and be able to see them from the dashboard. </para> <para>Now you can add your operations as "shares": @@ -1498,7 +1498,7 @@ file is opened. It is also recommended to create a different account (⪚ "ETF" <listitem><para>Symbol is the previous unit you created</para></listitem> <listitem><para>Amount of shares is the total price you payed for the shares / the amount you got from the selling, excluding commissions and taxes</para></listitem> <listitem><para>Commissions is the amount you payed your bank for that transaction</para></listitem> - <listitem><para>Tax is any amount you payed (usually when there are earnings)</para></listitem> + <listitem><para>Tax is any amount you paid (usually when there are earnings)</para></listitem> </itemizedlist> </para> </sect2> @@ -1510,30 +1510,30 @@ file is opened. It is also recommended to create a different account (⪚ "ETF" <para>The default scheduling parameters are:</para> <itemizedlist> - <listitem><para> Repeat every month</para></listitem> - <listitem><para>Remind me 5 days before term</para></listitem> + <listitem><para>Repeat every month</para></listitem> + <listitem><para>Remind me five days before term</para></listitem> <listitem><para>Automatically write on term</para></listitem> </itemizedlist> <para>You may change the default parameters in &skrooge; <link linkend="settings">settings</link>.</para> <para>You may also change each scheduled operation parameters in the <link linkend="scheduled">Scheduled plugin</link>.</para> - <para>&skrooge; uses values from the last entry of the scheduled operation for writing the next one. If you increase for example the amount of your monthly contribution to the &kde; effort from 100$ to 200$, next operations automatically written by &skrooge; will have an amount of 200$.</para> + <para>&skrooge; uses values from the last entry of the scheduled operation for writing the next one. If you increase, for example, the amount of your monthly contribution to the &kde; effort from 100$ to 200$, the next operations automatically written by &skrooge; will have an amount of 200$.</para> </sect2> <sect2 id="fast_editing"> <title>Fast Editing</title> - <para>Whatever editing mode you choose, there is a nifty function called Fast Editing that may speed up the work while creating new operations. It will fill the operation's attributes based on previously entered operations. Enter a value in any field of the editor, and press <keycap>F10</keycap>, or click on the <guibutton>Fast Editing Icon <inlinemediaobject><imageobject><imagedata fileref="fast_editing.png" format="PNG"/></imageobject></inlinemediaobject></guibutton> (without leaving the selected field).</para> + <para>Regardless of the chosen editing mode, there is a nifty function called Fast Editing that may speed up the work while creating new operations. It will fill the operation's attributes based on previously entered operations. Enter a value in any field of the editor, and press <keycap>F10</keycap>, or click on the <guibutton>Fast Editing Icon <inlinemediaobject><imageobject><imagedata fileref="fast_editing.png" format="PNG"/></imageobject></inlinemediaobject></guibutton> (without leaving the selected field).</para> - <para>&skrooge; will look for the first (&ie; the most recent one) operation that has the same value in the same field, and fill all other fields with values from that operation. Call Fast Editing again, it will look for the next operation, and so on.</para> + <para>&skrooge; will look for the first (&ie; the most recent one) operation that has the same value in the same field, and fill all other fields with values from that operation. It will continue to do so with each call.</para> <warning> - <para>Fast Editing has no effect on the date, since it is rather unlikely that you want to create exactly the same operation, complete with the same date...</para> + <para>Fast Editing has no effect on the date, since it is rather unlikely that you want to create exactly the same operation, complete with the same date.</para> <para>If you modified a field's value before calling Fast Editing, its content will not be affected. This is materialized by a different background color in the field, so you know it is "frozen".</para> </warning> - <para>What's different here from similar functions in other personal finances software:</para> + <para>Below are the differences when compared to similar functions in other personal finances software:</para> <itemizedlist> <listitem><para>It is called on user demand</para></listitem> <listitem><para>It loops in all past operations with the same field value</para></listitem> @@ -1554,7 +1554,7 @@ file is opened. It is also recommended to create a different account (⪚ "ETF" </mediaobject> </screenshot> - <para>Enter the position of your account as provided by your bank in the dedicated field. Now, you can proceed to pointing in &skrooge; every operation that appears in the bank's statement: you can either click on its checkbox in the status column or bring up the contextual menu and choose <guimenuitem>Point</guimenuitem>. The check box for this operation will appear part filled, until you complete reconciliation.</para> + <para>Enter the position of your account as provided by your bank in the dedicated field. Now, you can proceed to pointing in &skrooge; every operation that appears in the bank's statement: you can either click on its checkbox in the status column or bring up the contextual menu and choose <guimenuitem>Point</guimenuitem>. The check box for this operation will appear partially filled until you complete reconciliation.</para> <para>As you point operations, you will see &skrooge; display in the information zone:</para> <itemizedlist> @@ -1563,7 +1563,7 @@ file is opened. It is also recommended to create a different account (⪚ "ETF" <listitem><para>Income: the total amount of Pointed credits</para></listitem> </itemizedlist> - <para>These running totals help you spot operations you may have forgotten to enter in &skrooge;. 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 <emphasis>may</emphasis> 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 <guibutton>Validate pointed operations button <inlinemediaobject><imageobject><imagedata fileref="validate.png" format="PNG" /></imageobject></inlinemediaobject></guibutton> is enabled. Click on this button to complete your reconciliation: all pointed operations are now checked.</para> + <para>These running totals help you spot operations you may have forgotten to enter in &skrooge;. 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 <emphasis>may</emphasis> 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 <guibutton>Validate pointed operations button <inlinemediaobject><imageobject><imagedata fileref="validate.png" format="PNG" /></imageobject></inlinemediaobject></guibutton> is enabled. Click on this button to complete your reconciliation: all pointed operations are now checked.</para> <tip><para><inlinemediaobject><imageobject><imagedata fileref="fast_editing.png" format="PNG" /></imageobject></inlinemediaobject> can automatically point all imported operations for you.</para></tip> @@ -1575,7 +1575,7 @@ file is opened. It is also recommended to create a different account (⪚ "ETF" <sect2 id="templates"> <title>Template Operations</title> - <para>&skrooge; allows you creating template operations, &ie; operations that can be reused whenever you need it. For example, imagine are used to renting a &DVD; to watch at home. The operation is always the same :</para> + <para>&skrooge; allows you creating template operations, &ie; operations that can be reused whenever you need it. For example, say that you frequently rent &DVD;s to watch at home. The operation is always the same :</para> <itemizedlist> <listitem><para>Amount: -4.99</para></listitem> @@ -1584,7 +1584,7 @@ file is opened. It is also recommended to create a different account (⪚ "ETF" <listitem><para>Category: Leisure > Video</para></listitem> </itemizedlist> - <para>However, you cannot make it a recurrent operation, because you rent a &DVD; when you feel like it, not every week. The idea behind template operations is that it gives you a basic skeleton that can be quickly inserted in your operations list.</para> + <para>However, you cannot make it a recurring operation, because you rent a &DVD; when you feel like it, not every week. The idea behind template operations is that it gives you a basic skeleton that can be quickly inserted in your operations list.</para> <para>Since Template operations are just another kind of operations, you can access them through the operations tab, using the dedicated option in <guimenu>Show</guimenu> menu:</para> @@ -1595,7 +1595,7 @@ file is opened. It is also recommended to create a different account (⪚ "ETF" </mediaobject> </screenshot> - <para>Creating a template is strictly equal to creating an operation, by defining its attributes. Note that you can also create a template from an existing operation (bring up the contextual menu on an operation). In this case, the template will have the same attributes as the operation.</para> + <para>Creating a template is strictly equal to creating an operation by defining its attributes. Note that you can also create a template from an existing operation (bring up the contextual menu on an operation). In this case, the template will have the same attributes as the operation.</para> <para>To use a template and create a new operation from it, double click on it. A new operation will be created with the same attributes as the template, at the current date. You can then modify its attributes if needed.</para> @@ -1617,7 +1617,7 @@ file is opened. It is also recommended to create a different account (⪚ "ETF" </mediaobject> </screenshot> - <para>In addition to the name of payees, the table also shows: </para> + <para>In addition to the name of payees, the table also shows:</para> <variablelist> <varlistentry> @@ -1626,7 +1626,7 @@ file is opened. It is also recommended to create a different account (⪚ "ETF" </varlistentry> <varlistentry> <term>Category</term> - <listitem><para>The default category for this payee. This category is used automatically when the payee is set in <link linkend="operations">operations</link> page. If you don't set it then the default category is computed with the existing operations.</para></listitem> + <listitem><para>The default category for this payee. This category is used automatically when the payee is set in <link linkend="operations">operations</link> page. If you don't set it, then the default category is computed with the existing operations.</para></listitem> </varlistentry> <varlistentry> <term>Amount</term> @@ -1638,7 +1638,7 @@ file is opened. It is also recommended to create a different account (⪚ "ETF" </varlistentry> </variablelist> - <para>Double clicking on a line in this table will open the list of all operations in this payee in a new tab.</para> + <para>Double-clicking on a line in this table will open the list of all operations in this payee in a new tab.</para> </sect1> <sect1 id="categories"> @@ -1717,7 +1717,7 @@ file is opened. It is also recommended to create a different account (⪚ "ETF" <sect3 id="report_data"> <title>Data</title> - <para>This is where you choose what is the data to be present in the report. Select what will be shown in lines and in columns, and the mode of computation. There are two distinct values for the mode:</para> + <para>This is where you choose the data to be present in the report. Select what will be shown in lines and in columns, and the mode of computation. There are two distinct values for the mode:</para> <variablelist> <varlistentry> <term>Sum of operations</term> @@ -1729,7 +1729,7 @@ file is opened. It is also recommended to create a different account (⪚ "ETF" <term>Cumulated sum of operations</term> <listitem> <para>If we reuse our previous example ("category" in line, "month" in column), we will have here a cumulated sum, &ie; for each month, we will compute the total amount of operations up to this month, for each category.</para> - <para>As a hand on example, this author uses this mode to draw the evolution of his accounts balance by setting "Accounts" for Lines, and "Month" for Columns.</para> + <para>As a practical example, this author uses this mode to draw the evolution of his accounts balance by setting "Accounts" for Lines, and "Month" for Columns.</para> </listitem> </varlistentry> <varlistentry> @@ -1781,7 +1781,7 @@ file is opened. It is also recommended to create a different account (⪚ "ETF" <sect3 id="report_dates"> <title>Dates</title> - <para>Use this to specify the date range for your report. You can use several ways to specify the date range, that should cover pretty much every possible date range you need.</para> + <para>Use this to specify the date range for your report. You can use several ways to specify the date range that should cover pretty much every possible date range you need.</para> </sect3> <sect3 id="report_operation_types"> @@ -1791,7 +1791,7 @@ file is opened. It is also recommended to create a different account (⪚ "ETF" <sect3 id="report_other_filters"> <title>Other filters</title> - <para>From this section, you can select some other filters defined by selection done in other pages. If you want a report only for the categories "Food" and "Gift", you just have to open the page of <link linkend="categories">categories</link>, select the 2 categories and come back to the report to activate the corresponding filter.</para> + <para>From this section, you can select some other filters defined by selection done in other pages. If you want a report only for the categories "Food" and "Gift", you just have to open the page of <link linkend="categories">categories</link>, select the two categories and come back to the report to activate the corresponding filter.</para> </sect3> </sect2> @@ -1957,7 +1957,7 @@ file is opened. It is also recommended to create a different account (⪚ "ETF" <title>Going Deeper</title> <para>By double clicking on an item of a graph, you will open the operations included in this item.</para> <para>You can open a new report based on an item of a graph too.</para> - <para>So you know you can make a deep analysis of your finances thanks to reports. But how deep is deep ? Well, that's even deeper than you imagined... If you are interested, read the <link linkend="holidays_expenses_analysis">hands on exercise</link> analysing this author's expenses during its holidays :)</para> + <para>So you know you can make a deep analysis of your finances thanks to reports. But how deep is deep? Well, that's even deeper than you imagined... If you are interested, read the <link linkend="holidays_expenses_analysis">hands on exercise</link> analysing this author's expenses during its holidays :)</para> </sect2> @@ -1982,7 +1982,7 @@ file is opened. It is also recommended to create a different account (⪚ "ETF" <sect1 id="units"> <title>Units</title> - <para>A unit is anything you can express an operation in. In most cases, this is a currency, but it can also be a stock, or even a car or a house. A unit has different values over time, its value being express in another unit. Example: the ACME stock is worth 31.2$ on January 2009.</para> + <para>A unit is anything you can express an operation in. In most cases, this is a currency, but it can also be a stock, or even a car or a house. A unit has different values over time, its value being express in another unit. Example: ACME stock is worth 31.2$ on January 2009.</para> <screenshot> <mediaobject> @@ -2002,7 +2002,7 @@ file is opened. It is also recommended to create a different account (⪚ "ETF" </varlistentry> <varlistentry> <term>Manual</term> - <listitem><para>This mode allows you creating your own unit. Parameters to be provided are:</para> + <listitem><para>This mode allows you to create your own unit. Parameters to be provided are:</para> <itemizedlist> <listitem><para>Name: the comprehensive unit name.</para></listitem> <listitem><para>Symbol: the unit symbol, displayed in most tables and drop down boxes.</para></listitem> @@ -2016,14 +2016,14 @@ file is opened. It is also recommended to create a different account (⪚ "ETF" </varlistentry> <varlistentry> <term>Values</term> - <listitem><para>This editing mode allows to download unit values from Internet, or to manually enter a unit value at a given date.</para></listitem> + <listitem><para>This editing mode allows for downloading unit values from the Internet, or manual entry of a unit value at a given date.</para></listitem> </varlistentry> </variablelist> </sect2> <sect2 id="unit_types"> <title>Unit Types</title> - <para>Even if &skrooge; considers just about anything as a unit, it makes a distinction depending on their type:</para> + <para>&skrooge; may consider just about anything as a unit, but it does makes a distinction depending on such unit's type:</para> <variablelist> <varlistentry> @@ -2054,7 +2054,7 @@ file is opened. It is also recommended to create a different account (⪚ "ETF" </varlistentry> <varlistentry> <term>Index</term> - <listitem><para>A stock exchange index, such as the Dow Jones, Nasdaq, CAC40, SBF120...</para></listitem> + <listitem><para>A stock exchange index, such as the Dow Jones, NASDAQ, CAC40, SBF120...</para></listitem> </varlistentry> <varlistentry> <term>Other</term> @@ -2103,7 +2103,7 @@ file is opened. It is also recommended to create a different account (⪚ "ETF" <listitem><para>If you want &skrooge; to automatically write the upcoming scheduled operation, you may check this option and set the number of days before term when it will be written.</para></listitem> </varlistentry> </variablelist> - <para>To modify the operation (category, amount, ...), you have to click on <guilabel>Jump to the operation</guilabel>.</para> + <para>To modify the operation (category, amount, etc.), you have to click on <guilabel>Jump to the operation</guilabel>.</para> <para>Double clicking on a scheduled operation will display the list of operations already registered for this scheduled operation in a new tab.</para> @@ -2138,7 +2138,7 @@ file is opened. It is also recommended to create a different account (⪚ "ETF" <para>Now, if you schedule this operation, it will be written exactly like this for the next occurrence:</para> <table> - <title>Scheduled Operations (step 2)</title> + <title>Scheduled Operations (Step 2)</title> <tgroup cols="4"> <thead> <row> @@ -2165,7 +2165,7 @@ file is opened. It is also recommended to create a different account (⪚ "ETF" </tgroup> </table> - <para>If you change something in the last occurrence, it will become the new reference for the next occurrence. For example, if you raise your monthly contribution to &kde; to 25€ in July, the next occurrence will also be with an amount of 25€:</para> + <para>If you change something in the last occurrence, it will become the new reference for the next occurrence. For example, if you raise your monthly contribution to &kde; to 25€ in July, the next occurrence will also have an amount of 25€:</para> <table> <title>Scheduled Operations (step 3)</title> @@ -2209,7 +2209,7 @@ file is opened. It is also recommended to create a different account (⪚ "ETF" <sect2 id="scheduled_templates"> <title>Scheduled Templates</title> - <para><link linkend="templates">Templates</link> are some sort of reference operations. When scheduling a template, every new occurrence will be exactly equal to the template. Let's reuse our <link linkend="schedule_operation">previous chapter</link> example, by creating a template like this:</para> + <para><link linkend="templates">Templates</link> are a kind of reference operations. When scheduling a template, every new occurrence will be exactly equal to the template. Let's reuse our <link linkend="schedule_operation">previous chapter</link> example, by creating a template like this:</para> <table> <title>Scheduled Templates (step 1)</title> @@ -2307,7 +2307,7 @@ file is opened. It is also recommended to create a different account (⪚ "ETF" <sect1 id="trackers"> <title>Trackers</title> - <para>The trackers allow you to aggregate some operations together in a group, so you can follow them more closely. This may come handy to follow expenses for which you expect a refund, or simply knowing how much you spent during your last holidays in the Bahamas.</para> + <para>The trackers allow you to aggregate some operations together in a group, so you can follow them more closely. This may come in handy to follow expenses for which you expect a refund, or simply knowing how much you spent during your last holidays in the Bahamas.</para> <screenshot> <mediaobject> @@ -2317,12 +2317,12 @@ file is opened. It is also recommended to create a different account (⪚ "ETF" </mediaobject> </screenshot> - <para>For example, imagine you have been sent to Italy by your company. Once there, you paid your hotel room: in &skrooge;, you can create an operation in category "Business > Travels > Hotel", and assign a tracker called "Business Travel in Italy". You can assign this tracker to all professional expenses you make there. Then, if all goes well, your company pays you back for all these things, and you can create an income operation, and also affect it to the "Business Travel in Italy" tracker.</para> + <para>For example, imagine you have been sent to Italy by your company. Once there, you paid for your hotel room. In &skrooge;, you can create an operation in the category "Business > Travels > Hotel", and assign a tracker called "Business Travel in Italy". You can assign this tracker to all professional expenses you make there. Then, if all goes well, your company pays you back for all these expenses, and you can create an income operation, and also affect it to the "Business Travel in Italy" tracker.</para> <para>By affecting trackers to operations that shall be reimbursed, you are able to follow completion of the reimbursement.</para> - <para>This, of course, works also the other way round: if someone lends you some money, you are able to monitor how much you still have to reimburse.</para> + <para>This, of course, also works the other way round: if someone lends you some money, you are able to monitor how much you still have to reimburse.</para> <para>Double clicking on a tracker in the track view will open a new tab containing all operations attached to this tracker.</para> - <tip><para>Sometimes, you would like to track the refund of a payment done before you started to use &skrooge;. How to do that because it is not possible to set an initial amount on a tracker?</para> + <tip><para>Sometimes, you would like to track the refund of a payment done before you started to use &skrooge;. What is the best way of doing this, as it is not possible to set an initial amount on a tracker?</para> <para>You can create a split operation with: <itemizedlist> @@ -2335,8 +2335,8 @@ file is opened. It is also recommended to create a different account (⪚ "ETF" <sect2 id="close_tracker"> <title>Close Tracker</title> - <para>When you no longer need the tracker, for example because it has been fully reimbursed, you may simply delete it. Doing, this, however, will loose all information you have entered, and that may be of interest for future reference.</para> - <para>A cleaner solution is to close the tracker: when a tracker is closed, it can be easily hidden from the trackers view, using the dedicated option.</para> + <para>When you no longer need the tracker, for example, because it has been fully reimbursed, you may simply delete it. Doing, this, however, will discard all information you have entered, which you may not wish to do as such information may be of use to you in the future.</para> + <para>A cleaner solution is to close the tracker: when a tracker is closed, it can be easily hidden from the tracker's view using the dedicated option.</para> </sect2> </sect1> @@ -2344,13 +2344,13 @@ file is opened. It is also recommended to create a different account (⪚ "ETF" <sect1 id="search_and_process"> <title>Search & Process</title> - <para>This plugin allows you building complex queries to find operations, and optionally apply them some transformations. Here is a use case:</para> + <para>This plugin allows for the building of complex queries to find operations. You can also optionally apply some transformations to them. Here is a use case:</para> - <blockquote><para><!-- Please make sure it is identical to use case in the Search & Process real case study, in appendix -->John downloads some data from his bank. The data comes, obviously, without indication on the category. In fact everything is written in the comment field. John would like some automatic way to correctly set up the category and other attributes based on the content of the comment.</para></blockquote> + <blockquote><para><!-- Please make sure it is identical to use case in the Search & Process real case study, in appendix -->John downloads some data from his bank. The data comes, obviously, without indication as to the category. In fact, everything is written in the comment field. John would like some automatic way to correctly set up the category and other attributes based on the content of the comment.</para></blockquote> - <para>So how does this work ? First, you will define a search criteria, that will give you a list of operations. Then, define the transformations to apply on these operations.</para> + <para>So how does this work? First, you will define a search criteria, which will give you a list of operations. Then, define the transformations to apply on these operations.</para> - <note><para>A <link linkend="search_process_real_case">real case study</link> can be found in appendix, providing some hands on exercise for the hereabove use case.</para></note> + <note><para>A <link linkend="search_process_real_case">real case study</link> can be found in appendix, providing some hands on exercise for the aforementioned use case.</para></note> <sect2 id="define_search_criteria"> <title>Define search criteria</title> @@ -2363,9 +2363,9 @@ file is opened. It is also recommended to create a different account (⪚ "ETF" </mediaobject> </screenshot> - <para>Here, you can define the query for finding operations, using a combination of parameters. On the above picture, you can find a table with operation attributes for header. By editing a line, you create a new clause in the query. Each column is combined with other columns using a logical "and" :</para> + <para>Here, you can define the query for finding operations using a combination of parameters. In the above picture, you can find a table with operation attributes for the header. By editing a line, you create a new clause in the query. Each column is combined with other columns using a logical "and":</para> <para>(column1 and column2)</para> - <para>If you add a new line, you create another clause combine with the first line by a logical "or" :</para> + <para>If you add a new line, you create another clause combine with the first line by a logical "or":</para> <para>[line1] or [line2].</para> <para>All in all, the combination of columns and lines can be read as:</para> @@ -2425,7 +2425,7 @@ file is opened. It is also recommended to create a different account (⪚ "ETF" <sect2 id="define_alarm"> <title>Define Alarm</title> - <para>A special kind of use of the Search & Process plugin is the ability to define alarms. An alarm is basically &skrooge; calling your attention on some kind of event, such as your monthly budget for a category has been reached.</para> + <para>A special kind of use of the Search & Process plugin is the ability to define alarms. An alarm is basically &skrooge; calling your attention to some kind of event, such as your monthly budget for a category being reached.</para> <screenshot> <mediaobject> @@ -2435,7 +2435,7 @@ file is opened. It is also recommended to create a different account (⪚ "ETF" </mediaobject> </screenshot> - <para>To define an alarm, define first the search criteria giving the set of operations on which you need alert. For example, all operations in current month and in category "Clothes". Then, define the amount for which the alert shall be raised, for example 100€, and define the Alarm message that &skrooge; will send you when the amount is reached.</para> + <para>To define an alarm, first define the search criteria giving the set of operations for which you need an alert. For example, all operations in current month and in category "Clothes". Then, define the amount for which the alert shall be raised, for example 100€, and define the Alarm message that &skrooge; will send to you when the amount is reached.</para> <tip><para>Alarm messages can have parameters for the total amount (%1), alarm amount (%2) and difference (%3).</para></tip> </sect2> @@ -2461,15 +2461,15 @@ file is opened. It is also recommended to create a different account (⪚ "ETF" <listitem><para>Define a budget amount for a category for a year.</para></listitem> <listitem><para>Define a budget amount for a category for all months of a year.</para></listitem> <listitem><para>Define a budget amount for a category for a specific month of a year.</para></listitem> - <listitem><para>Define if income or expenditure of sub categories must be taken into account in the defined budget (example: if the option is selected then a budget for the category "Car" will take into account the category "Car > Fuel").</para></listitem> + <listitem><para>Define if income or expenditure of sub-categories must be taken into account in the defined budget (example: if the option is selected then a budget for the category "Car" will take into account the category "Car > Fuel").</para></listitem> </itemizedlist> - <tip><para>You can define a budget capturing all income or expenditure not defined in another budget by leaving the category empty. This is really useful to be sure that you do not miss an expenditure.</para></tip> + <tip><para>You can define a budget capturing all income or expenditure not defined in another budget by leaving the category empty. This is really useful to make sure that you do not miss an expenditure.</para></tip> </para> <para>In automatic mode, you can: <itemizedlist> <listitem><para>Define a budget for a year based on the operations of the previous year.</para></listitem> - <listitem><para>Define missing budget items to balance each month and/or the year. Even on manually defined budget.</para></listitem> + <listitem><para>Define missing budget items to balance each month and/or the year (even on manually defined budget).</para></listitem> </itemizedlist> </para> </sect2> @@ -2478,20 +2478,20 @@ file is opened. It is also recommended to create a different account (⪚ "ETF" <title>Budget rules</title> <para>To go further in budgeting we will take as example the following balanced budget: <itemizedlist> - <listitem><para>-500 € / month for "Food".</para></listitem> - <listitem><para>+500 € / month for all other categories of expenditure and income.</para></listitem> + <listitem><para>-500€ per month for "Food".</para></listitem> + <listitem><para>+500€ per month for all other categories of expenditure and income.</para></listitem> </itemizedlist> </para> - <para>Imagine now, that you spent 600 € for "Food" during the previous month! &skrooge; informed you that you are over the defined budget but you cannot stop to eat. So you spent more than expected! How to do with that?</para> - <para>Budget rules will allow you to define how you want to do with the delta (positive or negative). For example, you can choose to transfer the delta of one month to the next month. In this case, your new budget for "Food" for the current month is -400 € (-500+100). So you have to take care to recover the situation.</para> - <para>Budget rules can also help you for your project. For example, you can define a rule like this: All positive delta (saving) on "Food" are transferred in "Holidays". By this way, when you have the expected amount in "Holidays" budget then you know that you can go.</para> + <para>Imagine that you spent 600€ for "Food" during the previous month! &skrooge; informed you that you are over the defined budget but you could not stop eating. So you spent more than expected! How should you deal with this?</para> + <para>Budget rules will allow you to define how you want to do with the delta (positive or negative). For example, you can choose to transfer the delta of one month to the next month. In this case, your new budget for "Food" for the current month is -400€ (-500+100). So you have to take care to recover the situation.</para> + <para>Budget rules can also help you for your project. For example, you can define a rule like this: All positive delta (saving) on "Food" are transferred in "Holidays". This way, when you have the expected amount in "Holidays" budget, then you know that you can go.</para> </sect2> </sect1> <sect1 id="simulations"> <title>Simulations</title> - <para>This plugin allows you to do simulations</para> + <para>This plugin allows you to carry out simulations</para> <screenshot> <mediaobject> @@ -2532,7 +2532,7 @@ file is opened. It is also recommended to create a different account (⪚ "ETF" </imageobject> </mediaobject> </screenshot> - <para>All these settings are relative to the storage. You can choose how to create backup files, if you want to use the &kde; wallet to store passwords...</para> + <para>All these settings are relative to the storage. You can choose how to create backup files, if you want to use the &kde; wallet to store passwords, etc.</para> </sect1> <sect1 id="settings_bookmarks"> @@ -2585,9 +2585,9 @@ file is opened. It is also recommended to create a different account (⪚ "ETF" </mediaobject> </screenshot> <para>Here you will find options for editing operations.</para> - <para>Please note that you can improve performances if you don't use the "balance" column by avoiding calculating balances for nothing.</para> - <para>What to do, if an action breaks a reconciliation: A check is made after each modification to see if the modification breaks the previous reconciliation. Here you can choose what to do if this happens.</para> - <para>What to do, if an action breaks an import: A check is made after each modification to see if the modification breaks the previous import. Here you can choose what to do if this happens.</para> + <para>Please note that you can improve performance if you don't use the "balance" column by avoiding calculating balances for no reason.</para> + <para>What to do if an action breaks a reconciliation: A check is made after each modification to see if the modification breaks the previous reconciliation. Here you can choose what to do if this happens.</para> + <para>What to do if an action breaks an import: A check is made after each modification to see if the modification breaks the previous import. Here you can choose what to do if this happens.</para> </sect1> <sect1 id="settings_scheduled"> @@ -2670,7 +2670,7 @@ file is opened. It is also recommended to create a different account (⪚ "ETF" </imageobject> </mediaobject> </screenshot> - <para>In some specific case, you could have to force the date format for QIF files. Most of the time, &skrooge; is able to find it automatically.</para> + <para>In some specific cases, you could have to force the date format for QIF files. Most of the time, &skrooge; is able to find it automatically.</para> <screenshot> <mediaobject> @@ -2725,7 +2725,7 @@ file is opened. It is also recommended to create a different account (⪚ "ETF" <para>How to define a new invoice extractor?</para> </question> <answer> - <para>&skrooge; uses pdftotext to extract all strings of a &PDF;. After that, it uses a text file describing how to find key values. If you want to define a new invoice extractor, you have to do that:</para> + <para>&skrooge; uses pdftotext to extract all strings of a &PDF;. After that, it uses a text file describing how to find key values. If you want to define a new invoice extractor, you have to do the following:</para> <itemizedlist> <listitem><para>Launch <command>pdftotext</command> on your &PDF; file</para></listitem> <listitem><para>Open the text file generated and the corresponding &PDF; file</para></listitem> @@ -2779,12 +2779,12 @@ file is opened. It is also recommended to create a different account (⪚ "ETF" <appendix id="search_process_real_case"> <title>Search & Process real case study</title> - <para>OK, we have to admit that while being quite powerful, the <link linkend="search_and_process">Search & Process</link> plugin is maybe a bit tricky to understand. Here is a small exercise that will give you a hold od it. Remember the use case for Search & Process ?</para> + <para>OK, we have to admit that while being quite powerful, the <link linkend="search_and_process">Search & Process</link> plugin is maybe a bit tricky to understand. Here is a small exercise that will come to grips with it. Remember the use case for Search & Process ?</para> - <blockquote><para><!-- Please make sure it is identical to use case in the Search & Process section -->John downloads some data from his bank. The data comes, obviously, without indication on the category. In fact everything is written in the comment field. John would like some automatic way to correctly set up the category and other attributes based on the content of the comment.</para></blockquote> + <blockquote><para><!-- Please make sure it is identical to use case in the Search & Process section -->John downloads some data from his bank. The data comes, obviously, without indication as to the category. In fact, everything is written in the comment field. John would like some automatic way to correctly set up the category and other attributes based on the content of the comment.</para></blockquote> - <para>John knows that his bank put the name of the payee in the comment field. And he wants all his payments to &kde; to be in category Donations & Open Source. We will look for all operations with the comment field containing &kde;:</para> + <para>John knows that his bank put the name of the payee in the comment field, and he wants all his payments to &kde; to be in category Donations & Open Source. We will look for all operations with the comment field containing &kde;:</para> <table> <title>Search Definition</title> @@ -2804,7 +2804,7 @@ file is opened. It is also recommended to create a different account (⪚ "ETF" <para>Add this search definition to the list of existing searches using the <guibutton>Add</guibutton> button.</para> - <para>Next we need to tell &skrooge; to set all operations found by this query in category Donations > Open Source. Change the Query type to Update using the drop down box, and define the transformations to apply:</para> + <para>Next, we need to tell &skrooge; to set all operations found by this query in category Donations > Open Source. Change the Query type to Update using the drop down box, and define the transformations to apply:</para> <table> <title>Update Definition</title> @@ -2838,7 +2838,7 @@ file is opened. It is also recommended to create a different account (⪚ "ETF" </mediaobject> </screenshot> - <para>That's it ! If you go back to the operations view, you will notice that all concerned operations have been updated. In case anything went wrong, do not forget that <link linkend="undo_redo">Undo</link> is your friend ! Even if the process modified 2327 operations, this is still one undoable action for &skrooge;.</para> + <para>That's it! If you go back to the operations view, you will notice that all concerned operations have been updated. In case anything went wrong, do not forget that <link linkend="undo_redo">Undo</link> is your friend! Even if the process modified 2327 operations, this is still one undoable action for &skrooge;.</para> </appendix> @@ -2933,7 +2933,7 @@ file is opened. It is also recommended to create a different account (⪚ "ETF" </imageobject> </mediaobject> </screenshot> - <para>Hmm, not really interesting... But there is more subcategories. Let's expand it again:</para> + <para>Hmm, not really interesting... But there are more subcategories. Let's expand it again:</para> <screenshot> <mediaobject> <imageobject>
