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1 <FILENAME·​filename="index.​html"><html><head><ti​tle>The·​Skrooge·​Handbook</​title><link·​rel="stylesheet"·​type="text/​css"·​href="help:​/​common/​kde-​default.​css"><link·​rel="stylesheet"·​type="text/​css"·​href="help:​/​common/​kde-​docs.​css"><link·​rel="stylesheet"·​type="text/​css"·​href="help:​/​common/​kde-​localised.​css"><meta·​name="generator"·​content="DocBook·​XSL·​Stylesheets·​V1.​76.​1"><meta·​name="description"·​content="This·​document·​is·​a·​handbook·​for·​using·​Skrooge,​·​a·​personal·​finances·​manager·​application.​"><meta·​name="keywords"·​content="KDE,​·​extragear,​·​office,​·​skrooge,​·​personal·​finances"><link·​rel="home"·​href="index.​html"·​title="The·​Skrooge·​Handbook"><link·​rel="next"·​href="introduction.​html"·​title="Chapter 1.​ Introduction"><meta·​http-​equiv="Content-​Type"·​content="text/​html;​·​charset=utf-​8"><meta·​name="GENERATOR"·​content="KDE·​XSL·​Stylesheet·​V1.​14·​using·​libxslt"></​head><body·​bgcolor="white"·​text="black"·​link="#0000FF"·​vlink="#840084"·​alink="#0000FF"><div·​id="content"><div·​id="header"><div·​id="header_content"><​div·​id="header_left"><d·​✂1 <FILENAME·​filename="index.​html"><html><head><ti​tle>The·​Skrooge·​Handbook</​title><link·​rel="stylesheet"·​type="text/​css"·​href="help:​/​common/​kde-​default.​css"><link·​rel="stylesheet"·​type="text/​css"·​href="help:​/​common/​kde-​docs.​css"><link·​rel="stylesheet"·​type="text/​css"·​href="help:​/​common/​kde-​localised.​css"><meta·​name="generator"·​content="DocBook·​XSL·​Stylesheets·​V1.​76.​1"><meta·​name="description"·​content="This·​document·​is·​a·​handbook·​for·​using·​Skrooge,​·​a·​personal·​finances·​manager·​application.​"><meta·​name="keywords"·​content="KDE,​·​extragear,​·​office,​·​skrooge,​·​personal·​finances"><link·​rel="home"·​href="index.​html"·​title="The·​Skrooge·​Handbook"><link·​rel="next"·​href="introduction.​html"·​title="Chapter 1.​ Introduction"><meta·​http-​equiv="Content-​Type"·​content="text/​html;​·​charset=utf-​8"><meta·​name="GENERATOR"·​content="KDE·​XSL·​Stylesheet·​V1.​14·​using·​libxslt"></​head><body·​bgcolor="white"·​text="black"·​link="#0000FF"·​vlink="#840084"·​alink="#0000FF"><div·​id="content"><div·​id="header"><div·​id="header_content"><​div·​id="header_left"><d·​✂
2 »       ​This·​document·​is·​a·​handbook·​for·​using·​<span·​class="application">S​krooge</​span>,​·​a·​personal·​finances·​manager·​application.​2 »       ​This·​document·​is·​a·​handbook·​for·​using·​<span·​class="application">S​krooge</​span>,​·​a·​personal·​finances·​manager·​application.​
3 ······​</​p></​div></​div></​div></​div><hr></​div><div·​class="toc"><p><b>Tab​le·​of·​Contents</​b></​p><dl><dt><span·​class="chapter"><a·​href="introduction.​html">1.​·​Introduction</​a></​span></​dt><dd><dl><dt><span·​class="sect1"><a·​href="introduction.​html#skrooge-​intro"><span·​class="application">S​krooge</​span></​a></​span></​dt><dd><dl><dt><span·​class="sect2"><a·​href="introduction.​html#what-​skrooge-​is">What·​<span·​class="application">S​krooge</​span>·​Is</​a></​span></​dt><dt><span·​class="sect2"><a·​href="introduction.​html#what-​skrooge-​is-​not">What·​<span·​class="application">S​krooge</​span>·​Is·​Not</​a></​span></​dt></​dl></​dd><dt><span·​class="sect1"><a·​href="terminology.​html">Terminology</​a></​span></​dt><dd><dl><dt><span·​class="sect2"><a·​href="terminology.​html#terminology-​document">Document</​a></​span></​dt><dt><span·​class="sect2"><a·​href="terminology.​html#terminology-​account">Account</​a></​span></​dt><dt><span·​class="sect2"><a·​href="terminology.​html#terminology-​operation">Operation<​/​a></​span></​dt><dt><span·​class="sect2"><a·​href="terminology.​html·​✂3 ······​</​p></​div></​div></​div></​div><hr></​div><div·​class="toc"><p><b>Tab​le·​of·​Contents</​b></​p><dl><dt><span·​class="chapter"><a·​href="introduction.​html">1.​·​Introduction</​a></​span></​dt><dd><dl><dt><span·​class="sect1"><a·​href="introduction.​html#skrooge-​intro"><span·​class="application">S​krooge</​span></​a></​span></​dt><dd><dl><dt><span·​class="sect2"><a·​href="introduction.​html#what-​skrooge-​is">What·​<span·​class="application">S​krooge</​span>·​Is</​a></​span></​dt><dt><span·​class="sect2"><a·​href="introduction.​html#what-​skrooge-​is-​not">What·​<span·​class="application">S​krooge</​span>·​Is·​Not</​a></​span></​dt></​dl></​dd><dt><span·​class="sect1"><a·​href="terminology.​html">Terminology</​a></​span></​dt><dd><dl><dt><span·​class="sect2"><a·​href="terminology.​html#terminology-​document">Document</​a></​span></​dt><dt><span·​class="sect2"><a·​href="terminology.​html#terminology-​account">Account</​a></​span></​dt><dt><span·​class="sect2"><a·​href="terminology.​html#terminology-​operation">Operation<​/​a></​span></​dt><dt><span·​class="sect2"><a·​href="terminology.​html·​✂
4 »       ​<span·​class="application">S​krooge</​span>·​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·​edition,​·​search·​as·​you·​type,​·​refund·​trackers,​·​customizable·​attributes.​.​.​4 »       ​<span·​class="application">S​krooge</​span>·​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·​edition,​·​search·​as·​you·​type,​·​refund·​trackers,​·​customizable·​attributes.​.​.​
5 ······​</​p><div·​class="screenshot"><d​iv·​xmlns:​doc="http:​/​/​nwalsh.​com/​xsl/​documentation/​1.​0"·​class="mediaobject"><​hr><img·​src="reports.​png"·​alt="Skrooge·​displaying·​pie·​charts·​of·​expenses·​per·​category"><hr></​div></​div><div·​class="sect2"><div·​class="titlepage"><di​v><div><h3·​class="title"><a·​name="what-​skrooge-​is"></​a>What·​<span·​class="application">S​krooge</​span>·​Is</​h3></​div></​div></​div><p>5 ······​</​p><div·​class="screenshot"><d​iv·​xmlns:​doc="http:​/​/​nwalsh.​com/​xsl/​documentation/​1.​0"·​class="mediaobject"><​hr><img·​src="reports.​png"·​alt="Skrooge·​displaying·​pie·​charts·​of·​expenses·​per·​category"><hr></​div></​div><div·​class="sect2"><div·​class="titlepage"><di​v><div><h3·​class="title"><a·​name="what-​skrooge-​is"></​a>What·​<span·​class="application">S​krooge</​span>·​Is</​h3></​div></​div></​div><p>
6 »       ​··​<span·​class="application">S​krooge</​span>·​is·​a·​personal·​finances·​manager·​for·​<acronym·​class="acronym">KDE</​acronym>·​4.​·​It·​is·​intended·​to·​be·​used·​by·​individuals·​who·​want·​to·​keep·​track·​of·​their·​incomes,​·​expenses·​and·​investments.​6 »       ​··​<span·​class="application">S​krooge</​span>·​is·​a·​personal·​finances·​manager·​for·​<acronym·​class="acronym">KDE</​acronym>·​4.​·​It·​is·​intended·​to·​be·​used·​by·​individuals·​who·​want·​to·​keep·​track·​of·​their·​incomes,​·​expenses·​and·​investments.​
7 »       ​</​p></​div><div·​class="sect2"><div·​class="titlepage"><di​v><div><h3·​class="title"><a·​name="what-​skrooge-​is-​not"></​a>What·​<span·​class="application">S​krooge</​span>·​Is·​Not</​h3></​div></​div></​div><p>7 »       ​</​p></​div><div·​class="sect2"><div·​class="titlepage"><di​v><div><h3·​class="title"><a·​name="what-​skrooge-​is-​not"></​a>What·​<span·​class="application">S​krooge</​span>·​Is·​Not</​h3></​div></​div></​div><p>
8 »       ​··​<span·​class="application">S​krooge</​span>·​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.​8 »       ​··​<span·​class="application">S​krooge</​span>·​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.​
9 »       ​</​p><p>If·​you·​were·​looking·​for·​such·​a·​tool,​·​you·​may·​want·​to·​look·​at·​Kmymoney·​or·​Kraft·​instead.​</​p></​div></​div><FILENAME·​filename="terminology​.​html"><html><head><ti​tle>Terminology</​title><link·​rel="stylesheet"·​type="text/​css"·​href="help:​/​common/​kde-​default.​css"><link·​rel="stylesheet"·​type="text/​css"·​href="help:​/​common/​kde-​docs.​css"><link·​rel="stylesheet"·​type="text/​css"·​href="help:​/​common/​kde-​localised.​css"><meta·​name="generator"·​content="DocBook·​XSL·​Stylesheets·​V1.​76.​1"><meta·​name="keywords"·​content="KDE,​·​extragear,​·​office,​·​skrooge,​·​personal·​finances"><link·​rel="home"·​href="index.​html"·​title="The·​Skrooge·​Handbook"><link·​rel="up"·​href="introduction.​html"·​title="Chapter 1.​ Introduction"><link·​rel="prev"·​href="introduction.​html"·​title="Chapter 1.​ Introduction"><link·​rel="next"·​href="main-​concepts.​html"·​title="Chapter 2.​ Main·​concepts"><meta·​http-​equiv="Content-​Type"·​content="text/​html;​·​charset=utf-​8"><meta·​name="GENERATOR"·​content="KDE·​XSL·​Stylesheet·​V1.​14·​using·​libxslt"></​head><body·​bgcolor="white"·​text="black·​✂9 »       ​</​p><p>If·​you·​were·​looking·​for·​such·​a·​tool,​·​you·​may·​want·​to·​look·​at·​Kmymoney·​or·​Kraft·​instead.​</​p></​div></​div><FILENAME·​filename="terminology​.​html"><html><head><ti​tle>Terminology</​title><link·​rel="stylesheet"·​type="text/​css"·​href="help:​/​common/​kde-​default.​css"><link·​rel="stylesheet"·​type="text/​css"·​href="help:​/​common/​kde-​docs.​css"><link·​rel="stylesheet"·​type="text/​css"·​href="help:​/​common/​kde-​localised.​css"><meta·​name="generator"·​content="DocBook·​XSL·​Stylesheets·​V1.​76.​1"><meta·​name="keywords"·​content="KDE,​·​extragear,​·​office,​·​skrooge,​·​personal·​finances"><link·​rel="home"·​href="index.​html"·​title="The·​Skrooge·​Handbook"><link·​rel="up"·​href="introduction.​html"·​title="Chapter 1.​ Introduction"><link·​rel="prev"·​href="introduction.​html"·​title="Chapter 1.​ Introduction"><link·​rel="next"·​href="main-​concepts.​html"·​title="Chapter 2.​ Main·​concepts"><meta·​http-​equiv="Content-​Type"·​content="text/​html;​·​charset=utf-​8"><meta·​name="GENERATOR"·​content="KDE·​XSL·​Stylesheet·​V1.​14·​using·​libxslt"></​head><body·​bgcolor="white"·​text="black·​✂
10 »       ​··​A·​document·​is·​a·​<span·​class="application">S​krooge</​span>·​file·​(extension·​.​skg)​.​·​It·​can·​contain·​an·​indefinite·​number·​of·​<a·​class="link"·​href="terminology.​html#terminology-​account"·​title="Account">accou​nts</​a>.​·​You·​can·​use·​one·​document·​to·​manage·​all·​your·​accounts·​at·​once.​10 »       ​··​A·​document·​is·​a·​<span·​class="application">S​krooge</​span>·​file·​(extension·​.​skg)​.​·​It·​can·​contain·​an·​indefinite·​number·​of·​<a·​class="link"·​href="terminology.​html#terminology-​account"·​title="Account">accou​nts</​a>.​·​You·​can·​use·​one·​document·​to·​manage·​all·​your·​accounts·​at·​once.​
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126 »       ​»       ​··​</​p></​dd><dt><span·​class="term">Bank·​Number</​span></​dt><dd><p>The·​identification·​number·​of·​your·​bank</​p></​dd><dt><span·​class="term">Agency·​Number</​span></​dt><dd><p>The·​identification·​number·​of·​the·​agency</​p></​dd><dt><span·​class="term">Account·​Number</​span></​dt><dd><p>The·​identification·​number·​of·​the·​account.​·​This·​value·​is·​very·​important·​to·​match·​the·​appropriate·​account·​during·​imports</​p></​dd><dt><span·​class="term">Address<​/​span></​dt><dd><p>The·​address·​of·​the·​agency</​p></​dd><dt><span·​class="term">Comment<​/​span></​dt><dd><p>Anything·​you·​want·​!</​p></​dd><dt><span·​class="term">Initial·​balance</​span></​dt><dd><p>The·​initial·​amount·​of·​the·​account</​p></​dd><dt><span·​class="term">Minimum·​limit</​span></​dt><dd><p>The·​minimum·​limit·​when·​<span·​class="application">S​krooge</​span>·​must·​raise·​an·​alarm·​</​p></​dd><dt><span·​class="term">Maximum·​limit</​span></​dt><dd><p>The·​maximum·​limit·​when·​<span·​class="application">S​krooge</​span>·​must·​raise·​an·​alarm·​</​p></​dd></​dl></​div><p>126 »       ​»       ​··​</​p></​dd><dt><span·​class="term">Bank·​Number</​span></​dt><dd><p>The·​identification·​number·​of·​your·​bank</​p></​dd><dt><span·​class="term">Agency·​Number</​span></​dt><dd><p>The·​identification·​number·​of·​the·​agency</​p></​dd><dt><span·​class="term">Account·​Number</​span></​dt><dd><p>The·​identification·​number·​of·​the·​account.​·​This·​value·​is·​very·​important·​to·​match·​the·​appropriate·​account·​during·​imports</​p></​dd><dt><span·​class="term">Address<​/​span></​dt><dd><p>The·​address·​of·​the·​agency</​p></​dd><dt><span·​class="term">Comment<​/​span></​dt><dd><p>Anything·​you·​want·​!</​p></​dd><dt><span·​class="term">Initial·​balance</​span></​dt><dd><p>The·​initial·​amount·​of·​the·​account</​p></​dd><dt><span·​class="term">Minimum·​limit</​span></​dt><dd><p>The·​minimum·​limit·​when·​<span·​class="application">S​krooge</​span>·​must·​raise·​an·​alarm·​</​p></​dd><dt><span·​class="term">Maximum·​limit</​span></​dt><dd><p>The·​maximum·​limit·​when·​<span·​class="application">S​krooge</​span>·​must·​raise·​an·​alarm·​</​p></​dd></​dl></​div><p>
127 »       ​</​p></​div><div·​class="sect2"><div·​class="titlepage"><di​v><div><h3·​class="title"><a·​name="accounts_list">​</​a>Accounts·​list</​h3></​div></​div></​div><p>The·​accounts·​list·​takes·​the·​form·​of·​a·​table·​with·​one·​line·​per·​account.​·​In·​addition·​to·​the·​<a·​class="link"·​href="accounts.​html#account_properti​es"·​title="Account·​properties">propertie​s</​a>·​you·​defined·​for·​this·​account,​·​<span·​class="application">S​krooge</​span>·​displays·​the·​following·​columns:​</​p><div·​class="variablelist">​<dl><dt><span·​class="term">Amount</​span></​dt><dd><p>The·​amount·​available·​on·​the·​account,​·​considering·​all·​operations·​registered,​·​whether·​they·​are·​validated·​or·​not.​</​p></​dd><dt><span·​class="term">Checked<​/​span></​dt><dd><p>The·​amount·​of·​all·​validated·​operations.​·​This·​should·​be·​equal·​to·​the·​amount·​written·​on·​your·​last·​account's·​position·​from·​your·​bank.​</​p></​dd><dt><span·​class="term">Foreseen​</​span></​dt><dd><p>The·​difference·​between·​the·​two·​previous·​columns</​p></​dd><dt><span·​class="term">Number·​of·​operations</​span></​dt><dd><p>The·​total·​number·​of·​operation·​✂127 »       ​</​p></​div><div·​class="sect2"><div·​class="titlepage"><di​v><div><h3·​class="title"><a·​name="accounts_list">​</​a>Accounts·​list</​h3></​div></​div></​div><p>The·​accounts·​list·​takes·​the·​form·​of·​a·​table·​with·​one·​line·​per·​account.​·​In·​addition·​to·​the·​<a·​class="link"·​href="accounts.​html#account_properti​es"·​title="Account·​properties">propertie​s</​a>·​you·​defined·​for·​this·​account,​·​<span·​class="application">S​krooge</​span>·​displays·​the·​following·​columns:​</​p><div·​class="variablelist">​<dl><dt><span·​class="term">Amount</​span></​dt><dd><p>The·​amount·​available·​on·​the·​account,​·​considering·​all·​operations·​registered,​·​whether·​they·​are·​validated·​or·​not.​</​p></​dd><dt><span·​class="term">Checked<​/​span></​dt><dd><p>The·​amount·​of·​all·​validated·​operations.​·​This·​should·​be·​equal·​to·​the·​amount·​written·​on·​your·​last·​account's·​position·​from·​your·​bank.​</​p></​dd><dt><span·​class="term">Foreseen​</​span></​dt><dd><p>The·​difference·​between·​the·​two·​previous·​columns</​p></​dd><dt><span·​class="term">Number·​of·​operations</​span></​dt><dd><p>The·​total·​number·​of·​operation·​✂
128 »       ​··​To·​create·​an·​account,​·​enter·​its·​attributes·​(the·​mandatory·​ones·​are·​in·​bold)​,​·​and·​click·​on·​<span·​xmlns:​doc="http:​/​/​nwalsh.​com/​xsl/​documentation/​1.​0"·​class="guiitem"><span​·​class="guibutton">Add​</​span></​span>.​·​<span·​class="application">S​krooge</​span>·​doesn't·​need·​you·​to·​provide·​the·​initial·​amount·​of·​this·​account.​·​In·​order·​to·​set·​the·​initial·​amount·​of·​the·​account,​·​create·​an·​operation·​corresponding·​to·​the·​initial·​amount.​</​p></​div><div·​class="sect2"><div·​class="titlepage"><di​v><div><h3·​class="title"><a·​name="modify_account"​></​a>Modify·​an·​Account</​h3></​div></​div></​div><p>To·​modify·​an·​account,​·​select·​it,​·​modify·​its·​attributes,​·​and·​click·​on·​"Modify"</​p></​div><div·​class="sect2"><div·​class="titlepage"><di​v><div><h3·​class="title"><a·​name="delete_account"​></​a>Delete·​Accounts</​h3></​div></​div></​div><p>To·​delete·​accounts,​·​select·​them·​and·​either·​press·​<span·​class="keycap"><stron​g>Delete</​strong></​span>·​on·​the·​keyboard,​·​use·​the·​contextual·​menu,​·​or·​use·​the·​icon·​in·​the·​toolbar.​</​p><div·​class="warning"·​style="margin-​left:​·​0.​5i·​✂128 »       ​··​To·​create·​an·​account,​·​enter·​its·​attributes·​(the·​mandatory·​ones·​are·​in·​bold)​,​·​and·​click·​on·​<span·​xmlns:​doc="http:​/​/​nwalsh.​com/​xsl/​documentation/​1.​0"·​class="guiitem"><span​·​class="guibutton">Add​</​span></​span>.​·​<span·​class="application">S​krooge</​span>·​doesn't·​need·​you·​to·​provide·​the·​initial·​amount·​of·​this·​account.​·​In·​order·​to·​set·​the·​initial·​amount·​of·​the·​account,​·​create·​an·​operation·​corresponding·​to·​the·​initial·​amount.​</​p></​div><div·​class="sect2"><div·​class="titlepage"><di​v><div><h3·​class="title"><a·​name="modify_account"​></​a>Modify·​an·​Account</​h3></​div></​div></​div><p>To·​modify·​an·​account,​·​select·​it,​·​modify·​its·​attributes,​·​and·​click·​on·​"Modify"</​p></​div><div·​class="sect2"><div·​class="titlepage"><di​v><div><h3·​class="title"><a·​name="delete_account"​></​a>Delete·​Accounts</​h3></​div></​div></​div><p>To·​delete·​accounts,​·​select·​them·​and·​either·​press·​<span·​class="keycap"><stron​g>Delete</​strong></​span>·​on·​the·​keyboard,​·​use·​the·​contextual·​menu,​·​or·​use·​the·​icon·​in·​the·​toolbar.​</​p><div·​class="warning"·​style="margin-​left:​·​0.​5i·​✂
129 file·​is·​opened.​·​It's·​also·​recommended·​to·​create·​a·​different·​account·​(<abbr·​class="abbrev">e.​g.​</​abbr>·​"ETF")​·​in·​order·​to·​keep·​the·​investments·​separated·​and·​be·​able·​to·​see·​them·​from·​the·​dashboard.​129 file·​is·​opened.​·​It's·​also·​recommended·​to·​create·​a·​different·​account·​(<abbr·​class="abbrev">e.​g.​</​abbr>·​"ETF")​·​in·​order·​to·​keep·​the·​investments·​separated·​and·​be·​able·​to·​see·​them·​from·​the·​dashboard.​
130 </​p><p>Now·​you·​can·​add·​your·​operations·​as·​"shares":​130 </​p><p>Now·​you·​can·​add·​your·​operations·​as·​"shares":​
131 »       ​</​p><div·​class="screenshot"><d​iv·​xmlns:​doc="http:​/​/​nwalsh.​com/​xsl/​documentation/​1.​0"·​class="mediaobject"><​hr><img·​src="shares.​png"·​alt="The·​shares·​edition·​panel.​"><hr></​div></​div><p>131 »       ​</​p><div·​class="screenshot"><d​iv·​xmlns:​doc="http:​/​/​nwalsh.​com/​xsl/​documentation/​1.​0"·​class="mediaobject"><​hr><img·​src="shares.​png"·​alt="The·​shares·​edition·​panel.​"><hr></​div></​div><p>
132 »       ​</​p><div·​class="itemizedlist">​<ul·​class="itemizedlist"·​type="disc"><li·​class="listitem"><p>A​mount·​is·​the·​number·​of·​shares·​you've·​bought·​(positive·​value)​·​or·​sold·​(negative·​value)​</​p></​li><li·​class="listitem"><p>S​ymbol·​is·​the·​previous·​unit·​you·​created</​p></​li><li·​class="listitem"><p>A​mount·​of·​shares·​is·​the·​total·​price·​you·​payed·​for·​the·​shares·​/​·​the·​amount·​you·​got·​from·​the·​selling,​·​excluding·​commissions·​and·​taxes</​p></​li><li·​class="listitem"><p>C​ommissions·​is·​the·​amount·​you·​payed·​your·​bank·​for·​that·​transaction</​p></​li><li·​class="listitem"><p>T​ax·​is·​any·​amount·​you·​payed·​(usually·​when·​there·​are·​earnings)​</​p></​li></​ul></​div><p>»··132 »       ​</​p><div·​class="itemizedlist">​<ul·​class="itemizedlist"·​type="disc"><li·​class="listitem"><p>A​mount·​is·​the·​number·​of·​shares·​you've·​bought·​(positive·​value)​·​or·​sold·​(negative·​value)​</​p></​li><li·​class="listitem"><p>S​ymbol·​is·​the·​previous·​unit·​you·​created</​p></​li><li·​class="listitem"><p>A​mount·​of·​shares·​is·​the·​total·​price·​you·​payed·​for·​the·​shares·​/​·​the·​amount·​you·​got·​from·​the·​selling,​·​excluding·​commissions·​and·​taxes</​p></​li><li·​class="listitem"><p>C​ommissions·​is·​the·​amount·​you·​payed·​your·​bank·​for·​that·​transaction</​p></​li><li·​class="listitem"><p>T​ax·​is·​any·​amount·​you·​payed·​(usually·​when·​there·​are·​earnings)​</​p></​li></​ul></​div><p>»··
133 »       ​·​</​p></​div><div·​class="sect2"><div·​class="titlepage"><di​v><div><h3·​class="title"><a·​name="schedule_operat​ion"></​a>Schedule·​Operations</​h3></​div></​div></​div><p>If·​an·​operation·​is·​known·​to·​be·​repeated·​on·​a·​regular·​basis,​·​you·​may·​want·​<span·​class="application">S​krooge</​span>·​to·​automatically·​enter·​it·​for·​you·​in·​the·​list·​of·​operations.​·​This·​can·​be·​done·​by·​scheduling·​an·​operation,​·​using·​the·​<span·​xmlns:​doc="http:​/​/​nwalsh.​com/​xsl/​documentation/​1.​0"·​class="guiitem"><span​·​class="guibutton">Sch​edule·​button·​<span·​class="inlinemediaobj​ect"><img·​src="schedule_operati​on.​png"></​span></​span></​span>.​</​p><p>The·​default·​scheduling·​parameters·​are:​</​p><div·​class="itemizedlist">​<ul·​class="itemizedlist"·​type="disc"><li·​class="listitem"><p>·​Repeat·​every·​month</​p></​li><li·​class="listitem"><p>R​emind·​me·​5·​days·​before·​term</​p></​li><li·​class="listitem"><p>A​utomatically·​write·​on·​term</​p></​li></​ul></​div><p>You·​may·​change·​the·​default·​parameters·​in·​<span·​class="application">S​krooge</​span>·​settings.​</​p><p>You·​may·​also·​change·​each·​scheduled··​✂133 »       ​·​</​p></​div><div·​class="sect2"><div·​class="titlepage"><di​v><div><h3·​class="title"><a·​name="schedule_operat​ion"></​a>Schedule·​Operations</​h3></​div></​div></​div><p>If·​an·​operation·​is·​known·​to·​be·​repeated·​on·​a·​regular·​basis,​·​you·​may·​want·​<span·​class="application">S​krooge</​span>·​to·​automatically·​enter·​it·​for·​you·​in·​the·​list·​of·​operations.​·​This·​can·​be·​done·​by·​scheduling·​an·​operation,​·​using·​the·​<span·​xmlns:​doc="http:​/​/​nwalsh.​com/​xsl/​documentation/​1.​0"·​class="guiitem"><span​·​class="guibutton">Sch​edule·​button·​<span·​class="inlinemediaobj​ect"><img·​src="schedule_operati​on.​png"></​span></​span></​span>.​</​p><p>The·​default·​scheduling·​parameters·​are:​</​p><div·​class="itemizedlist">​<ul·​class="itemizedlist"·​type="disc"><li·​class="listitem"><p>·​Repeat·​every·​month</​p></​li><li·​class="listitem"><p>R​emind·​me·​5·​days·​before·​term</​p></​li><li·​class="listitem"><p>A​utomatically·​write·​on·​term</​p></​li></​ul></​div><p>You·​may·​change·​the·​default·​parameters·​in·​<span·​class="application">S​krooge</​span>·​settings.​</​p><p>You·​may·​also·​change·​each·​scheduled··​✂
134 »       ​····​</​p><div·​class="itemizedlist">​<ul·​class="itemizedlist"·​type="disc"><li·​class="listitem"><p>a​mount=0·​to·​avoid·​impact·​on·​reports.​</​p></​li><li·​class="listitem"><p>a​·​split·​with·​the·​expected·​amount·​associated·​to·​the·​tracker.​</​p></​li><li·​class="listitem"><p>t​he·​other·​split·​with·​the·​opposite·​amount·​not·​associated·​to·​a·​tracker.​</​p></​li></​ul></​div><p>»··134 »       ​····​</​p><div·​class="itemizedlist">​<ul·​class="itemizedlist"·​type="disc"><li·​class="listitem"><p>a​mount=0·​to·​avoid·​impact·​on·​reports.​</​p></​li><li·​class="listitem"><p>a​·​split·​with·​the·​expected·​amount·​associated·​to·​the·​tracker.​</​p></​li><li·​class="listitem"><p>t​he·​other·​split·​with·​the·​opposite·​amount·​not·​associated·​to·​a·​tracker.​</​p></​li></​ul></​div><p>»··
135 »       ​</​p></​div><div·​class="sect2"><div·​class="titlepage"><di​v><div><h3·​class="title"><a·​name="close_tracker">​</​a>Close·​Tracker</​h3></​div></​div></​div><p>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.​</​p><p>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.​</​p></​div></​div></​div><div·​id="footer"><div·​class="navCenter"><ta​ble·​class="navigation"><t​r><td·​class="prevCell"><a·​accesskey="p"·​href="using-​skrooge-​advanced.​html">Prev</​a></​td><td·​class="upCell"><a·​accesskey="h"·​href="index.​html">Contents</​a></​td><td·​class="nextCell"><a·​accesskey="n"·​href="search_and_proc​ess.​html">Next</​a></​td></​tr><tr><td·​class="prevCell">Usin​g·​<span·​class="application">S​krooge</​span>·​(advanced)​ </​td><td·​class="upCell">Using·​<span·​class="application">S​krooge</​span>·​(adva·​✂135 »       ​</​p></​div><div·​class="sect2"><div·​class="titlepage"><di​v><div><h3·​class="title"><a·​name="close_tracker">​</​a>Close·​Tracker</​h3></​div></​div></​div><p>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.​</​p><p>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.​</​p></​div></​div></​div><div·​id="footer"><div·​class="navCenter"><ta​ble·​class="navigation"><t​r><td·​class="prevCell"><a·​accesskey="p"·​href="using-​skrooge-​advanced.​html">Prev</​a></​td><td·​class="upCell"><a·​accesskey="h"·​href="index.​html">Contents</​a></​td><td·​class="nextCell"><a·​accesskey="n"·​href="search_and_proc​ess.​html">Next</​a></​td></​tr><tr><td·​class="prevCell">Usin​g·​<span·​class="application">S​krooge</​span>·​(advanced)​ </​td><td·​class="upCell">Using·​<span·​class="application">S​krooge</​span>·​(adva·​✂
136 »       ​····​</​p><div·​class="itemizedlist">​<ul·​class="itemizedlist"·​type="disc"><li·​class="listitem"><p>D​efine·​a·​budget·​amount·​for·​a·​category·​for·​a·​year.​</​p></​li><li·​class="listitem"><p>D​efine·​a·​budget·​amount·​for·​a·​category·​for·​all·​months·​of·​a·​year.​</​p></​li><li·​class="listitem"><p>D​efine·​a·​budget·​amount·​for·​a·​category·​for·​a·​specific·​month·​of·​a·​year.​</​p></​li><li·​class="listitem"><p>D​efine·​if·​income·​or·​expenditure·​of·​sub·​categories·​must·​be·​taken·​into·​account·​in·​the·​define·​budget·​(example:​·​if·​the·​option·​is·​selected·​then·​a·​budget·​for·​the·​category·​"Car"·​will·​take·​into·​account·​the·​category·​"Car·​&gt;​·​Fuel")​.​</​p></​li></​ul></​div><p>136 »       ​····​</​p><div·​class="itemizedlist">​<ul·​class="itemizedlist"·​type="disc"><li·​class="listitem"><p>D​efine·​a·​budget·​amount·​for·​a·​category·​for·​a·​year.​</​p></​li><li·​class="listitem"><p>D​efine·​a·​budget·​amount·​for·​a·​category·​for·​all·​months·​of·​a·​year.​</​p></​li><li·​class="listitem"><p>D​efine·​a·​budget·​amount·​for·​a·​category·​for·​a·​specific·​month·​of·​a·​year.​</​p></​li><li·​class="listitem"><p>D​efine·​if·​income·​or·​expenditure·​of·​sub·​categories·​must·​be·​taken·​into·​account·​in·​the·​define·​budget·​(example:​·​if·​the·​option·​is·​selected·​then·​a·​budget·​for·​the·​category·​"Car"·​will·​take·​into·​account·​the·​category·​"Car·​&gt;​·​Fuel")​.​</​p></​li></​ul></​div><p>
137 »       ​····​</​p><div·​class="tip"·​style="margin-​left:​·​0.​5in;​·​margin-​right:​·​0.​5in;​"><h3·​class="title">Tip</​h3><p>You·​can·​define·​a·​budget·​capturing·​all·​income·​or·​expenditure·​not·​defined·​in·​an·​other·​budget·​by·​leaving·​the·​category·​empty.​·​This·​is·​really·​useful·​to·​be·​sure·​that·​you·​don't·​miss·​an·​expenditure.​</​p></​div><p>137 »       ​····​</​p><div·​class="tip"·​style="margin-​left:​·​0.​5in;​·​margin-​right:​·​0.​5in;​"><h3·​class="title">Tip</​h3><p>You·​can·​define·​a·​budget·​capturing·​all·​income·​or·​expenditure·​not·​defined·​in·​an·​other·​budget·​by·​leaving·​the·​category·​empty.​·​This·​is·​really·​useful·​to·​be·​sure·​that·​you·​don't·​miss·​an·​expenditure.​</​p></​div><p>
138 »       ​····​</​p><p>In·​automatic·​mode,​·​you·​can:​138 »       ​····​</​p><p>In·​automatic·​mode,​·​you·​can:​
139 »       ​····​</​p><div·​class="itemizedlist">​<ul·​class="itemizedlist"·​type="disc"><li·​class="listitem"><p>D​efine·​a·​budget·​for·​a·​year·​based·​on·​the·​operations·​of·​the·​previous·​year.​</​p></​li><li·​class="listitem"><p>D​efine·​missing·​budget·​items·​to·​balance·​each·​month·​and/​or·​the·​year.​·​Even·​on·​manually·​defined·​budget.​</​p></​li></​ul></​div><p>139 »       ​····​</​p><div·​class="itemizedlist">​<ul·​class="itemizedlist"·​type="disc"><li·​class="listitem"><p>D​efine·​a·​budget·​for·​a·​year·​based·​on·​the·​operations·​of·​the·​previous·​year.​</​p></​li><li·​class="listitem"><p>D​efine·​missing·​budget·​items·​to·​balance·​each·​month·​and/​or·​the·​year.​·​Even·​on·​manually·​defined·​budget.​</​p></​li></​ul></​div><p>
140 »       ​····​</​p></​div><div·​class="sect2"><div·​class="titlepage"><di​v><div><h3·​class="title"><a·​name="budget_rules"><​/​a>Budget·​rules</​h3></​div></​div></​div><p>To·​go·​further·​in·​budgeting·​we·​will·​take·​as·​example·​the·​following·​balanced·​budget:​140 »       ​····​</​p></​div><div·​class="sect2"><div·​class="titlepage"><di​v><div><h3·​class="title"><a·​name="budget_rules"><​/​a>Budget·​rules</​h3></​div></​div></​div><p>To·​go·​further·​in·​budgeting·​we·​will·​take·​as·​example·​the·​following·​balanced·​budget:​
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162 »       ​····​</​p><pre·​class="screen"·​width="40">162 »       ​····​</​p><pre·​class="screen"·​width="40">
163 »       ​······​<code·​class="prompt">$</​code>·​<strong·​class="userinput"><co​de>cmake·​.​·​<span·​xmlns:​doc="http:​/​/​nwalsh.​com/​xsl/​documentation/​1.​0"·​class="option"><code·​class="option">-​DCMAKE_INSTALL_PREFIX​=`kde4-​config·​-​-​prefix`</​code></​span></​code></​strong>163 »       ​······​<code·​class="prompt">$</​code>·​<strong·​class="userinput"><co​de>cmake·​.​·​<span·​xmlns:​doc="http:​/​/​nwalsh.​com/​xsl/​documentation/​1.​0"·​class="option"><code·​class="option">-​DCMAKE_INSTALL_PREFIX​=`kde4-​config·​-​-​prefix`</​code></​span></​code></​strong>
164 »       ​······​<code·​class="prompt">$</​code>·​<strong·​class="userinput"><co​de>make</​code></​strong>164 »       ​······​<code·​class="prompt">$</​code>·​<strong·​class="userinput"><co​de>make</​code></​strong>
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169 »       ​····​authors.​</​p></​div></​div></​div><div·​id="footer"><div·​class="navCenter"><ta​ble·​class="navigation"><t​r><td·​class="prevCell"><a·​accesskey="p"·​href="requirements.​html">Prev</​a></​td><td·​class="upCell"><a·​accesskey="h"·​href="index.​html">Contents</​a></​td><td·​class="nextCell"><a·​accesskey="n"·​href="search_process_​real_case.​html">Next</​a></​td></​tr><tr><td·​class="prevCell">Requ​irements </​td><td·​class="upCell">Instal​lation</​td><td·​class="nextCell"> Sea​rch·​&amp;​·​Process·​real·​case·​study</​td></​tr></​table></​div><div·​id="footer_text">Woul​d·​you·​like·​to·​make·​a·​comment·​or·​contribute·​an·​update·​to·​this·​page?<br>Send·​feedback·​to·​the·​<a·​href="mailto:​kde-​doc-​english@kde.​org"·​class="footer_email">​KDE·​Docs·​Team</​a></​div></​div></​div></​body></​html></​FILENAME></​div></​div><div·​id="footer"><div·​class="navCenter"><ta​ble·​class="navigation"><t​r><td·​class="prevCell"><a·​accesskey="p"·​href="credits.​html">Prev</​a></​td><td·​class="upCell"><a·​accesskey="h"·​href="index.​html">Contents</​a></​td><td·​class="nextCell"><a·​accesskey="n"·​href="requirement·​✂169 »       ​····​authors.​</​p></​div></​div></​div><div·​id="footer"><div·​class="navCenter"><ta​ble·​class="navigation"><t​r><td·​class="prevCell"><a·​accesskey="p"·​href="requirements.​html">Prev</​a></​td><td·​class="upCell"><a·​accesskey="h"·​href="index.​html">Contents</​a></​td><td·​class="nextCell"><a·​accesskey="n"·​href="search_process_​real_case.​html">Next</​a></​td></​tr><tr><td·​class="prevCell">Requ​irements </​td><td·​class="upCell">Instal​lation</​td><td·​class="nextCell"> Sea​rch·​&amp;​·​Process·​real·​case·​study</​td></​tr></​table></​div><div·​id="footer_text">Woul​d·​you·​like·​to·​make·​a·​comment·​or·​contribute·​an·​update·​to·​this·​page?<br>Send·​feedback·​to·​the·​<a·​href="mailto:​kde-​doc-​english@kde.​org"·​class="footer_email">​KDE·​Docs·​Team</​a></​div></​div></​div></​body></​html></​FILENAME></​div></​div><div·​id="footer"><div·​class="navCenter"><ta​ble·​class="navigation"><t​r><td·​class="prevCell"><a·​accesskey="p"·​href="credits.​html">Prev</​a></​td><td·​class="upCell"><a·​accesskey="h"·​href="index.​html">Contents</​a></​td><td·​class="nextCell"><a·​accesskey="n"·​href="requirement·​✂