diff --git a/doc/index.docbook b/doc/index.docbook --- a/doc/index.docbook +++ b/doc/index.docbook @@ -129,45 +129,42 @@ Operation - An operation is either a credit or a debt on one of your accounts. By affecting a category to an operation, you are able to analyze how you spend your money. - + An operation is either a credit or debit to one of your accounts. If you assign a category or tracker to operations, you can analyze how you spend your money. Standard Operation - A standard operation is the basic operation in &skrooge;. Like "Today, spent 20€ in credit card for groceries". + A standard operation is the basic operation in &skrooge;. For example, "Today, spent 20€ in credit card for groceries". Split Operation - A split operation is an operation for which the total amount is split over several categories, dates and/or trackers. - For example, "Yesterday, spent 100€ at the supermarket, of which 60€ were for food, and 40€ for clothes". + A split operation is an operation for which the total amount is split over several categories, dates and/or trackers. For example, "Yesterday, spent 100€ at the supermarket, of which 60€ were for food, and 40€ for clothes". Transfer - A transfer in &skrooge; is equivalent to moving a quantity of money from one of your &skrooge; accounts to another of your &skrooge; accounts. - 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 standard operation made with transfer as a payment mode. - Read the dedicated chapter if things are still unclear + A transfer in &skrooge; records moving a quantity of money from one of your &skrooge; accounts to another. + 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 standard operation with transfer as its payment mode. + Read the transfer section if things are still unclear Validated Operation - When Importing operations, they are not considered valid right away. You need first to manually validate them before. A validated operation is this, an imported operation that has been validated. + When you import operations from your financial instution 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. Note that it is possible to automatically validate operations on import, by turning on the corresponding option in the settings. Pointed Operation - During the reconciliation process, you point in &skrooge; all operations that appear in the corresponding account position. A pointed operation is one of these operations. It is not Checked until the reconciliation is completed. + During the reconciliation process, 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 Checked until you complete reconciliation. Checked Operation - When all operations on your account's position have been pointed in &skrooge;, you can complete the reconciliation process. All Pointed operation are then turned into Checked Operations. + When all operations on your account's position have been pointed in &skrooge;, you can complete the reconciliation process. &skrooge; then turns all Pointed operations into Checked Operations, which display a filled square in the Status column of an operations view. -