From dadc34655c3ab961b0b0b94a10eaaba710f0b5e8 Mon Sep 17 00:00:00 2001 From: tpearson Date: Mon, 4 Jul 2011 22:38:03 +0000 Subject: Added kmymoney git-svn-id: svn://anonsvn.kde.org/home/kde/branches/trinity/applications/kmymoney@1239792 283d02a7-25f6-0310-bc7c-ecb5cbfe19da --- doc/en/details-schedules.docbook | 460 +++++++++++++++++++++++++++++++++++++++ 1 file changed, 460 insertions(+) create mode 100644 doc/en/details-schedules.docbook (limited to 'doc/en/details-schedules.docbook') diff --git a/doc/en/details-schedules.docbook b/doc/en/details-schedules.docbook new file mode 100644 index 0000000..a5945d2 --- /dev/null +++ b/doc/en/details-schedules.docbook @@ -0,0 +1,460 @@ + + + + + + Roger + Lum + +
rogerlum@gmail.com
+ + + + Michael + T. + Edwardes + +
mte@users.sourceforge.net
+ + + + 2009-07-21 + 1.0 + + +Schedules + + +Introduction + + + + Schedules maintain information about transactions that occur one or more + times over a specified period of time. + + + + + Sometimes called a recurring transaction, a schedule provides a means to + record information about a transaction that happen on a regular basis. A + common schedule is your salary. Once a month, or maybe weekly, the company + you work for pays you for services rendered. This payment can happen in many + different ways, but each month or week you will receive a payment that needs + to be recorded. + + + + Because you know these payments are regularly made to you, you can create a + Schedule to record information about the payment and even create the + transaction for you when pay day arrives. + + + + Other types of schedules can also be recorded to reflect money coming in and + out of your accounts. Common expenses, such as utility bills or money + transfers, can be recorded with schedules, along with loan + repayments. Scheduling a payment can also provide a useful reminder that you + need to make a payment. + + + + A schedule consists of two main parts: the scheduling data and the transaction + data. The scheduling data records the occurrence of the schedule, i.e., when + the transaction is to be entered into the ledger and how. The transaction + data records the normal details about the transaction, and will be entered in + to the ledger as-is. + + + + +Types of schedules + + + There are four different types of schedules in the current version of + &kappname;: + + + + Bills + Deposits + Loans + Transfers + + + +Bills + + + A Bill Schedule is used for money going out of your account, such as a Gym + membership or a utility bill. + + + + +Deposits + + + A Deposit Schedule is for money coming into your account, such as a pay check. + + + + +Loans + + + A Loan Schedule is a special type of schedule and is created when dealing with + Loan accounts. + + + + +Transfers + + + A Transfer Schedule is used for money coming out of one account and going into + another, such as making a credit card payment from your checking account. + + + + + + +The schedule view + + + Open the schedule view by clicking on the Schedule + icon in + the view selector. + + + + + + + + + + Schedule View + + + + + + + The schedule view consists of a view area with two tabs along with a + New Schedule button above it. The first tab + List View shows all schedules, grouped by type. The + second tab Calendar View is described in its own + section below. + + + + To create a new schedule click on the button. For Bill, Deposit, and Transfer + schedules, &kappname; will display the new schedule dialog. Loan schedules are + handled differently, and are described in the section on Loans. + + + + +The new schedule dialog + + + + + + + + New Schedule + + + + + + + A new dialog window is now shown, prompting for the schedule and transaction + data. The requested data includes the following: + + + + Schedule Name + Next due date + Frequency + Payment method + Amount + Other transaction details + Schedule options + + + +Filling in the fields + + + Enter the name and the date of the next occurrence of this schedule into their + respective fields. The name is how the schedule will be shown in the list + view. Specify how often the schedule should occur, using the Frequency field + and drop down list. For example "every 6 weeks" or "every 3 months". If the + amount varies transaction to transaction make sure to check the + Estimate check box and you will be prompted for the + correct amount when it is entered into the ledger. Fill in all the + transaction fields as you would normally with the ledger view. + + + + +Modifying the schedule behavior + + At the bottom of the dialog are some optional fields that can modify how the + schedule behaves. If the schedule occurs on a weekend you can choose whether + to enter the transaction on the weekend day, the previous Friday, or the next + Monday. Typically this option is used to replicate some real world operation + such as a bank transaction. + + + + +Letting &kappname; enter the transaction into the register + + + To let &kappname; automatically enter the transaction for you when needed, + make sure that the check box labeled Enter this schedule into the + ledger automatically when it is due is checked. Otherwise, when + the transaction is due to be entered, &kappname; will open a dialog box asking + you to confirm that you want it to be entered. This behavior is configurable, + and more information can be found in the Settings section. + + + + +Letting &kappname; know when the schedule will finish + + + If you know how many transactions are left or when they are due to finish, + this information can be entered so the transactions are not entered + indefinitely. Check the appropriate check box and enter the appropriate + information. Only the date or the number of transactions remaining is needed + because the other can be calculated. + + + + When you have entered all the necessary information click on + OK to continue. + + + + + + +Editing schedules + + + To edit a schedule simply select the entry in the list and right click to + bring up the context menu and select Edit. This + will bring up a dialog similar to the New Schedule dialog, where you can alter + the necessary data. + + + + +Deleting schedules + + + To delete a schedule simply select the entry in the list and right click to + bring up the context menu and select Delete. + + + + +The calendar view + + + The calendar tab presents the schedules in a calendar format so it is easier + to see when they occur. To switch to the calendar view click on the + Calendar View tab. + + + + + + + + + + Calendar View + + + + + + + The calendar type can be changed using the Select Style + button. Currently only two types exist: Week and Month. The monthly view is + the default, and is usually the most useful. Navigate through the dates using + the controls as you would with the date input control. + + + + On any day with scheduled transactions, the number of transactions scheduled + for that day is displayed on the calendar. + + + + + + + + + + + + + + To view the schedule(s) that fall on that day, move the mouse cursor over the + highlight and a popup window will be displayed allowing you to view the + schedule summary. + + + + + + + + + + + + + + If more than one schedule falls on that day you can cycle through them using + the arrow buttons in the upper corners of the popup window. + + + + If you find that the display is cluttered with schedules and you only want to + view one type of schedule, then this is possible from the Select + Schedules dropdown. After clicking on this button the different + schedule types are listed and are checked by default + + + + + + + + + + + + + + To remove a type from the calendar view simply uncheck it in the list. + + + + + +Entering scheduled transactions + + + Entering a scheduled transaction means actually entering a transaction into + the appropriate ledger, using the details specified in the schedule. + Scheduled transactions can be entered in one of four different ways: + + + + Manually by right clicking on the list entry + Manually via the popup window in the calendar view + + + &kappname; can enter them with or without your interaction upon startup + + + + + &kappname; can enter them with your interaction during online banking or + import of an electronic bank statement + + + + + +Manually entering scheduled transactions + + + You can enter a scheduled transaction manually by right clicking on the list + entry and selecting Enter from the popup menu or by + clicking on the Enter button on the popup window in the + calendar view. + + + + +Confirming the transaction to enter + + + After selecting either method the Enter Scheduled Transaction dialog window is + shown prompting you with the required information that was entered when you + created the schedule. + + + + + + + + + + + + + + This information can be changed, and the changes can be applied to just this + one instance of the schedule or to all subsequent transactions. After + checking that all the data is correct clicking on OK + will add the transaction to the ledger and update the next due date of the + schedule to the next occurence. If you have changed any of the transaction + data a further confirmation of what you changed will be displayed, giving you + a final chance to accept or reject the changes. + + + + + + + + + + + + + + Select what you want to do with the information presented and click + OK or Cancel. + + + + +Letting &kappname; enter the scheduled transaction(s) for you + + + Alternatively, &kappname; can check which schedules are due upon startup and + enter them for you if the appropriate option was checked when setting up the + schedule. + + + + If the option was not checked then &kappname; will open the previously + mentioned dialog and you can follow the steps mentioned there. &kappname; + will also open the dialog if the amount is an estimate so you can enter the + real amount. + + + + You can also opt to have &kappname; not check which transactions are scheduled + on startup by deselecting the option in the Settings dialog and any overdue + transaction or transactions due 'today' will be shown in the Home view for you + to enter manually. + + + + -- cgit v1.2.1