diff --git a/doc/details-categories.docbook b/doc/details-categories.docbook
--- a/doc/details-categories.docbook
+++ b/doc/details-categories.docbook
@@ -3,17 +3,18 @@
&Roger.Lum; &Roger.Lum.mail;
+ &Michael.Carpino; &Michael.Carpino.mail;
- 2014-08-30
- 4.7.01
+ 2020-02-06
+ 5.0.8
Categories
- The Categories screen provides a summary of all the existing categories under
- which transactions are filed. The categories are split into income and
- expense, and a balance is displayed for each category.
+ The Categories view provides a summary of all the existing categories in your
+ current database. The categories are split into income and expense, sorted
+ alphabetically, and shown along with the respective balance for each.
@@ -30,15 +31,21 @@
Creating a category
- To create a new category, either select Category
- New category in the menu, or in the Categories
- view, select a parent in the tree, right click and select the New
- Category option. Either way will open the Create new categories
- wizard. Enter the new category name, and select the currency if the default
- shown is not correct. In the Hierarchy tab, ensure the required parent
- account is selected. Finally, in the Tax tab, there is a check box to enable
- VAT support, and a check box to include this category in certain tax related
- reports.
+ There are 3 ways to create a new category: either select the
+ CategoryNew
+ category menu item; select a parent in the tree
+ in the Categories view, right-click and select the New
+ Category option, or directly type the name of the new category
+ when adding or editing a transaction in the Ledger. Doing any of these steps
+ will direct you to the Create new Category dialog. The
+ dialog contains three tabs: General,
+ Hiearachy, and Tax. The General tab
+ includes editable fields for the new category name, type, and currency (with
+ the default currency preselected,) as well as options for Last check number,
+ Notes, and a checkbox for Cost center assignment required. In the Hierarchy
+ tab, you are able to select the appropriate parent account for the category.
+ Finally, in the Tax tab, there are fields to enable and configure VAT support,
+ and a checkbox to include this category in tax related reports.
@@ -49,47 +56,42 @@
-
-
-
- Enter the category name any notes and click on OK to
- save the new category. To create a complete hierarchy of accounts, separate
- the names by colons (:) as in Bills:Car:Gasoline.
Editing a Category
To edit a category, right-click on a category name, and choose
- Edit category. A window comes up with three tabs:
- General, Hierarchy and Tax.
+ Edit category. A window appears with the same
+ three tabs as the new category dialog: General, Hierarchy and Tax. Each tab
+ allows you to edit certain details of the category.
- The General tab allows you to edit the name of the category and any notes you
- entered when you created the category.
+ The General tab allows you to edit the name of the category, any notes you
+ entered when you created the category, the Last check number, and the state of
+ the Cost Center assignment required checkbox. The Type, Currency, and Price
+ entry cannot be changed from their initial values.
- The Hierarchy tab allows you to change the parent category.
-
- You can change the parent category by clicking on another category in this
- view of the category hierarchy. In an earlier version of &kmymoney; it was possible to change the parent of
- a category by dragging and dropping. This functionality will return in a future version, but possibly not
- until the conversion of &kmymoney; to &kde; Frameworks.
+
+ The Hierarchy tab allows you to change the parent category by clicking on
+ another category in this view of the category hierarchy. In an earlier
+ version of &kmymoney; it was possible to change the parent of a category by
+ dragging and dropping. This functionality is expected to return in a future
+ version of the application.
- The Tax tab allows you to assign or change VAT category, or alter the
- automatic VAT assignment. It also allows you to toggle whether or not the
- category is included in certain tax related reports.
+ The Tax tab allows you to assign or change VAT details, or to alter the
+ automatic VAT assignment. It also allows the ability to toggle whether or not
+ the category is included in tax related reports.
@@ -117,7 +119,7 @@
Example: In Germany, there are three VAT percentages (0%, 7%, and 19%). So I
have a main category "VAT paid" and three subcategories, one for each
percentage rate. I create these on both the income and the expense sides so
- that I have eight categories in total. For the goods I buy, I select one of
+ that I have six categories in total. For the goods I buy, I select one of
the above mentioned categories as the "VAT category assignment".
@@ -141,11 +143,46 @@
To delete a category, select it in the tree, right click to bring up the popup
- menu, and select Delete. If there are any
- transactions assigned to this category, a popup will allow you to move these
- to another parent category. If you try to delete a parent category, a dialog
- allows the choice of either having the sub-categories moved up one level or
- alternatively having them all deleted at the same time.
+ menu, and select Delete. If the category has no
+ transactions, schedules, or budgets associated with it, it will be deleted.
+
+
+
+ If the category has any of those items, a popup will be displayed allowing you
+ to choose another category to which all those items can be reassigned before
+ the category is deleted.
+
+
+
+ If you delete a category which is the parent of any other categories, a dialog
+ will be displayed for you to choose whether to delete that category and all
+ its sub-categories or just the parent category. If you choose to just delete
+ the parent category, then all its sub-categories will be moved to its parent
+ category.
+
+
+
+ Note that deleting some categories may prompt both for where to reassign its
+ data and also whether or not to delete any sub-categories.
+
+
+
+
+Open ledger for a category
+
+
+ By right-clicking on any category there is an option to open a ledger for that
+ category. You can also double-click on the category. When this option is
+ selected &kmymoney; will display a ledger with all the transactions for the
+ selected category. This allows you to quickly review all the transactions in
+ detail for the selected category. You can then right-click on any transaction
+ to obtain additional details about the specific transaction ultimately allowing
+ any editing that may be required. Note that you cannot edit a transaction in
+ the Category ledger; you need to switch to the ledger display for the other
+ account, using one of the selections in the popup menu when you right click on
+ the transaction.
+
+
diff --git a/doc/index.docbook b/doc/index.docbook
--- a/doc/index.docbook
+++ b/doc/index.docbook
@@ -39,6 +39,12 @@
ChristianDávid">
christian-david@web.de">
+
+
+ MichaelCarpino">
+ mfcarpino@gmail.com">
+