diff --git a/CHANGELOG b/CHANGELOG index 388ace535..3ca12c77c 100644 --- a/CHANGELOG +++ b/CHANGELOG @@ -1,1994 +1,1995 @@ skrooge (2.23.0) *Correction: cryptocompare fails if too many values are requested (>2000) *Correction: Change icon for trackers by a "crosshairs" *Correction: Source ratesapi doesn't work in appimage + *Correction: Add "Settings" description in documentation *Feature: Add new source "exchangeratesapi.io" -- Stephane MANKOWSKI NotPlannedYet skrooge (2.22.0) *Correction bug 417163: Date 31/12 => 02/12 *Correction bug 418686: no sounds from Skrooge flatpak app *Correction bug 419006: kdeapps "nightly" flatpak isn't using latest KDE/Qt runtime version 5.14 *Correction: Set the "Date of import" and "Import balance" when importing from OFX *Correction: Merge of number of operation *Correction: Fix Get Hot New Stuff legacy Endpoints *Correction: Files not able to be checked out on Windows *Correction: Bad display in dashboard when all accounts of a type are closed *Correction: With last version of KDE, KMessageWidget are sometimes empty *Correction: Add missing "Full screen" menu *Correction: Fix "coinmarketcap" source (need an API key) *Correction: Remove warning due to QML dashboard *Feature: Add new source "cryptocompare" (need an API key) -- Stephane MANKOWSKI Thu, 09 Apr 2020 14:59:52 +0200 skrooge (2.21.0) *Correction bug 411958: Import CSV fails if account is empty *Correction bug 409166: skrooge appdata.xml missing release 2.20.0 *Correction bug 409703: No guide or tooltip for + icon in Categories form, and inconsistent *Correction bug 409165: skrooge appdata.xml gets warnings from validation-strict on flathub *Correction bug 412494: Skrooge flatpak silently fails to import anything from Amex QFX *Correction bug 412831: Filter for custom properties have to be prefixed with v_operation_display_all *Correction bug D22508: Get rid of obsolete methods *Correction bug D24327: Build flatpak with latest libofx 0.9.15 *Correction bug: Import CSV with comma when headers are forced (no automatic detection) *Correction bug: blank spaces at units "Internet code" (see: https://forum.kde.org/viewtopic.php?f=210&t=163184&p=424630&hilit=skrooge#p424630) *Correction: Import CSV file with footer line *Correction: Dashboard readability improvement (see: https://forum.kde.org/viewtopic.php?f=210&t=162650) *Feature D22484: Support using category, account, payee or unit properties in reports *Feature: New source of unite: ratesapi.io (see: https://forum.kde.org/viewtopic.php?f=210&t=162312&sid=c31044c567a38f04e7276263d3720df8) -- Stephane MANKOWSKI Sun, 01 Dec 2019 12:39:25 +0100 skrooge (2.20.0) *Correction bug 406903: no message when Skrooge can't open .skg file given on command line *Correction bug 406904: skrooge command-line help "--+[URL]" doesn't match its behavior *Correction bug 406741: QFX Date Import *Correction bug 407280: Skrooge flatpak unintentionally builds unused tests *Correction bug 407279: Skrooge flatpak needs later libofx *Correction bug 407257: Importing GNUcash (Account name instead of AccountID) *Correction bug 409026: skrooge appdata.xml fails validation on flathub, needs release and content_rating tags *Correction: aqbanking corrections: * Added auto repair for certain banks (Sprada, Netbank, Comdirect). * Added --disable-auto-repair command line option * Added --prefer-valutadate command line option * Removed --balance command line option *Correction: getNetWorth (used to compute PFS) is now computed by using all accounts *Correction: Remove color of hyperlinks in dashboard for a better rendering in dark theme *Correction: Remove broken quotes sources (BitcoinAverage, BitcoinCharts) *Correction: Better handling of the mode and comment field using the aqbanking import backend. *Feature: New REGEXPCAPTURE operator in "Search & Process" to capture a value by regular expression *Feature: Import backend aqbanking allows to import accounts without an IBAN. (See https://phabricator.kde.org/D20875) -- Stephane MANKOWSKI Sun, 23 Jun 2019 09:27:55 +0200 skrooge (2.19.0) *Correction bug 406321: ERR-8/ERR-5 importing qfx file, "More than one object returned in 'v_account' for 't_number='''" *Correction bug 406243: Skrooge does not import share operations in QIF file correctly *Correction bug 406270: Skrooge does not import investment operations in QIF correctly *Correction bug 406271: Skrooge does not import description of tags in QIF file into Tracker comment *Correction bug 406266: Skrooge does not import shares in QIF correctly *Correction bug 405578: build a nightly debug Skrooge flatpak *Correction bug 406488: crash importing a CSV *Correction bug 406549: Edit menu in Skrooge handbook is missing Skip, adds Find; missing context menu documentation *Correction: Add missing file categories_previous_period_table.html in monthly report *Correction: Migration failure with sqlite >= 3.25.0 due to ALTER TABLE behavior modification *Correction: Migration failure when some i_number are NULL *Correction: build skroogeconvert as a regular ("nongui") executable instead of an app bundle *Correction: prevent runtime discarding of the app icon if icon-from-theme lookup doesn't work (which it doesn't by default on OS X) *Correction: generate a multi-scale icon from all png icons size 256px and smaller *Feature: Tracker with running balance in "Operations" page *Performances: Better performances in payee view to compute recommended categories *Performances: Better performances in dashboard and monthly report when amounts by accounts *Performances: Better performances in dashboard to find all payee without operation *Performances: Better performances in "Delete payees without operation" -- Stephane MANKOWSKI Sat, 20 Apr 2019 14:03:43 +0200 skrooge (2.18.0) *Correction bug 403575: skrooge w/ -DSKG_WEBENGINE=ON: ui_skgtablewithgraph.h:15:10: fatal error: QtWebKitWidgets/QWebView: No such file or directory *Correction bug 403675: App crashes with segfault after second import *Correction bug 402330: error importing QIF File "SKGImportPluginQif::importFile() RC=[ERR-5]: SKGCategoryObject::addCategory failed because linked object is not yet saved in the database. *Correction bug 403725: import Quicken tags from QIF as Skrooge trackers *Correction bug 403985: kgbasegui/skgwebview.h:28:10: fatal error: qwebview.h: No such file or directory *Correction: Import KMYMONEY with non utf8 characters doesn't work (see https://forum.kde.org/viewtopic.php?f=210&t=156506) *Correction: Import KMYMONEY of scheduled operations from the next operation to add instead of the first one (to avoid duplicate) *Correction: Import KMYMONEY of shares with only one split must be done with the unit of the share *Correction: Nb occurrences and last date are not aligned on weekly schedules *Correction: Display all occurrences of a schedule in dashboard not only the first one *Correction: Display the currency symbol at the right place in scheduled operations *Correction: Display correctly the amount in "highlighted operations" in dashboard *Correction: The advice "Advice are very long to compute" can now be rejected *Correction: Add date in "Bank (light)" widget in html mode *Correction: Remove template from "Highlighted operation" widget *Feature: Better help for "Internet code" of sources in unit page *Feature: New MSN source of download for quotes *Feature: File can be made anonymous in a reversible mode *Feature: In "Operations" page, possibility to view all operations of an account + its credit cards associated *Feature: The number of years for forecasts based on scheduled operations can be choosen from settings *Feature: Possibility to choose the max date of schedules in dashboard *Feature: New action to skip scheduled operations *Feature: Possibility to skip scheduled operations from dashboard *Feature: Addition of options (Incomes, Expenditures, Transfers, ...) in contextual menu of graphs in "Account" page *Feature: Addition of options (Days, Weeks, Months, ...) in contextual menu of graphs in "Account" page -- Stephane MANKOWSKI Mon, 11 Feb 2019 21:32:09 +0100 skrooge (2.17.0) *Correction bug 400695: Designer plugins get installed as versioned libraries *Correction bug 400724: Import of Quicken 2012 .QIF file failed due to tags *Correction bug 402031: ERR-4/ERR-5 opening relative path to .skg from command line, then zombie Skrooge *Correction: Transfer created with value at 0. Regression due to 399672. (see https://forum.kde.org/viewtopic.php?f=210&t=155713&p=406978) *Correction: QIF import with transfer on split (see https://forum.kde.org/viewtopic.php?f=210&t=155614) *Correction: Add delay (300 ms) on text filter *Correction: "Search & Process" create a duplicate a duplicated category in some cases *Correction: Compliance with SQLCipher 4 *Correction: Close SQL database in mmb import *Feature: Like on transfer, the ratio is requested when creating a share operation (see https://forum.kde.org/viewtopic.php?f=210&t=155605&p=406979) *Feature: Progress bar in taskbar *Feature: Support only QT >= 5.7.0 -- Stephane MANKOWSKI Sun, 16 Dec 2018 17:50:46 +0100 skrooge (2.16.0) *Correction bug 398683: Periodic crashes on dashboard *Correction bug 397611: [ERR-5]: Format de date non pris en charge importation boobank *Correction bug 399480: Grammar mistake in .po file / - s missing in simple *Correction bug 399482: Wrong plural form in .po-File *Correction bug 399483: Spelling mistake in .po file "Transfert" should be "Transfer" *Correction bug 399672: Modifying multiple selected operations into transfers creates empty category and tracker if not identical *Correction: Ofx import must import FEE as debit *Correction: Document migration fails if format is "d.MM.yy 'г" (see: https://forum.kde.org/viewtopic.php?f=210&t=155575) *Correction: Inconsistency in "Incomes vs Expenditures" on sub operations with trackers *Correction: Build on windows *Correction: Use CPU instead CPU for QML (needed for printing) *Correction: Set background color on print to avoid print preview with black background on dark theme *Feature: Selection above, below or parent when delete an object *Performances: Solve performance issue due to new feature : More tooltips on "Operations" table -- Stephane MANKOWSKI Sun, 04 Nov 2018 14:12:43 +0100 skrooge (2.15.0) *Correction bug 397018: Check sqlcipher installation (issue detected on GENTOO) *Correction: Crash when sort a grouped view *Correction: Avoid to create 2 categories with the same name under the same category by using drag and drop *Correction: Avoid too many computation in SKGAccountObject::getPossibleReconciliations *Feature: Addition of a new option to check if import has been broken *Feature: More tooltips on "Operations" table -- Stephane MANKOWSKI Wed, 15 Aug 2018 22:01:16 +0200 skrooge (2.14.0) *Correction bug 394857: Reports do not graph operations by week correctly *Correction bug 395328: Bad perfo in SKGAccountObject::getPossibleReconciliations when too many operations *Correction: Sort on second column does not work with grouping *Correction: Change bootstrap url in templates *Correction: Better grouping for "Week", "Month", "Semester", ... *Correction: Report with forecast based on budget use the account using the most the category *Correction: Respan of group header must work when auto resize is disabled too *Correction: Import backend of account with "." in name *Correction: Remove error in boobank commands *Correction: Set automatically the bank account only when the icon is changed *Correction: The application is hidden when the dashboard is opened on an empty document *Correction: On operation page, the sort by the balance attribute sorts operations by date+id to have correct balances *Correction: Weboob backend doesn't work with option if account name has "id" *Feature: Addition of "Import date" on account object *Feature: Possibility to merge accounts with or without updating the initial balance *Performances: Improvement of performance of SKGTreeView::selectObjects and SKGTreeView::getState when grouping with many groups -- Stephane MANKOWSKI Sun, 24 Jun 2018 19:00:18 +0200 skrooge (2.13.0) *Correction bug 392828: Choose what to display on selection *Correction: Simple search in "Search & Process" doesn't escape words *Correction: Add notification (sound) on all creations / modifications of objects *Feature: Possibility to open concerned operations when auto reconciliation failed *Feature: Option on report to show decimals or not *Feature: Option "Execute on not checked operations" on "Search & Process" page *Feature: Addition of "Reconciliation balance" attribut on "Account" + icon to check if previous reconciliation has been broken or not *Feature: Addition of a new option to check if reconciliation has been broken -- Stephane MANKOWSKI Mon, 07 May 2018 20:31:26 +0200 skrooge (2.12.0) *Correction bug 389867: Amount Input Changes Value Prematurely *Correction bug 389866: Date Input Field Not Localized *Correction bug 389899: Split dates aren't updated when copying previous entry *Correction bug 390223: Opening d/l QFX file opens new skrooge file instead of importing into existing - opened file *Correction: Remove compilation warning (-Wsign-promo) *Correction: Can't resize the window and its width exceeds the screen (https://forum.kde.org/viewtopic.php?f=210&t=151023) *Correction: Search and process doesn't work in template mode with category used (see: https://forum.kde.org/viewtopic.php?f=210&t=150940) *Correction: No sound notification when an operation is created (see: https://forum.kde.org/viewtopic.php?f=210&t=151296) *Feature: All bookmarked report can be easily added to the dashboard with the + menu *Feature: New "Treemap" graph mode in reports *Feature: Automatic merge of payees, accounts and units when updated with another existing name *Feature: Alpha numerical values are now supported for number of operation (see: https://forum.kde.org/viewtopic.php?f=210&t=150988&p=394706) *Feature: Addition of a new option to displaythe environment variables used by Skrooge -- Stephane MANKOWSKI Thu, 08 Mar 2018 20:06:43 +0100 skrooge (2.11.0) *Correction bug 386942: .py scripts in /usr/bin *Correction bug 388955: Splitting Currency and Amount into separate columns *Correction: Better account number in weboob import *Correction: Weboob import is now importing account with better name (use of "label") *Correction: Weboob import compliant with utf8 *Correction: Failure when launching "skrooge filename.xxx" when filename.xxx is a file to import *Correction: "Switch closed" is available on unit but units are not closable *Correction: When a transfer is created only one of both operation has the tracker set: https://forum.kde.org/viewtopic.php?f=210&t=143127&p=384834#p384834 *Correction: Export of selection when selection size > 1 doesn't work *Correction: Define alternative icons when a "poor" icon set is used (like by default on gnome: Tango) *Feature: Tips of the day are now clickable and in the main page (not more popup panel) *Feature: Skrooge knows now 100 cryptocurrencies and is able to download their quotation *Feature: Enable AA_EnableHighDpiScaling if Qt version >= 5.6 *Performances: Better performances by resizing only visible columns (this is useful on payee table when category is hidden) *Performances: Better performances in the computation of the automatic category for a payee *Performances: Improvement of performance in SKGImportExportManager::findAndGroupTransfers. 11552 ms => 285 ms -- Stephane MANKOWSKI Sat, 03 Feb 2018 11:16:35 +0100 skrooge (2.10.5) *Correction bug 386594: Can not load share prices for French stocks -- Stephane MANKOWSKI Sat, 25 Nov 2017 23:15:27 +0100 skrooge (2.10.0) *Correction bug 383758: Report unreadable because element outlines are to thick *Correction bug 384119: Operation without suboperation after a kmy import *Correction bug 375865: Quick fill: select/enter item does not lock payee *Correction bug 384801: Converting multiple operations with different amounts to "transfer" type changes all amounts to 0 *Correction bug 384802: When creating multiple transfers into a different currency use the correct exchange rate for each date *Correction bug 385002: Display and edit default category for payee *Correction bug 385277: Wrong budget for split-operations with unaligned dates *Correction bug 384803: Creating many transfers to a different currency leads to uninterruptible series of dialog boxes *Correction bug 385990: Altered budgets aren't displayed until you reload the tab *Correction bug 386285: The minimum/maximum limit in account definition is interpreted as Primary Currency *Correction: Bad english in help on rules *Correction: Memory leaks *Correction: The source of unit download is now able to support date in "en_EN" locale event if this is not the system locale. Mandatory for implementing a Google Finance source. *Correction: Don't display the page of operations when the import is canceled *Correction: Better error messages in backend import *Correction: Optimisation in backend import *Correction: Optimise html of monthy reports *Correction: Port from QWebKit to QWebEngine *Correction: Avoid to compute too many combinations (and take hours) when trying to do an automatic reconciliation *Correction: Backend import must match account with id with letter like this 123456A@ldl *Correction: Never merge 2 accounts with same name in backend import *Correction: Crash when selecting many lines in search & process page *Correction: Enable print functions only when at least one page is opened *New feature: New "Google Finance" source of download for units *New feature: The source of unit download can be now an external script *New feature: New import backend "weboob_coming" importing coming operations (can be used for card with deferred debit) *New feature: A payee can be closed. Then it won't be available in combo boxes in operation page *New feature: A category can be closed. Then it won't be available in combo boxes in operation page *New feature: New parameters in boobank backend to be able to import operations only since a specified date *New feature: Export ledger format *New feature: The tooltip of "Search" explains now how the entered value is understood *Performances: Better performances on initial load (avoid to intialise a document before loading one other) -- Stephane MANKOWSKI Thu, 02 Nov 2017 21:17:06 +0100 skrooge (2.9.0) *Correction bug 380235: Reports table view: missing characters *Correction bug 380232: Yahoo api discontinued *Correction bug 380187: Shares always use the current rate/value. On unit page, you can choose if you want to see the history of the unit value or the history of the amount owned *Correction bug 380827: Pie chart alignment *Correction bug 380460: Failure when loading file from skrooge 1.12 *Correction bug 380821: Add keyboard shortcut to rename bookmarks *Correction bug 380820: Custom banks do not use their custom icon/image *Correction bug 380818: Cash account is not associated with a bank *Correction bug 380802: Going back and forth from "fullscreen mode" (Ctrl+Shift+F) loses the focus on "pages" tab on the left sidebar *Correction bug 381056: Dashboard portfolio widget: Wrong percentage values *Correction bug 381562: csv file import: unable to detect matching account *Correction bug 381168: Change tab order of properties editor *Correction bug 381847: Income & Expenditure widget does not match corresponding report *Correction bug 382162: Wrong budget in root categories if subcategories also include subcategories *Correction: Multithreading SQL connections must be compliant with SQLite mode *Correction: Temporary skg file protected by password are not well restore *Correction: Replacement of missing icons *Correction: Auto apply on advice duplicates remaining advice *Correction: The "duplicate" function creates operation with invalid creation date *Correction: Regular expressions for CSV import are now translatable *Correction: Values are not refreshed in amortization table when annual rate or insurance rate are modified *Correction: Zoom on dashboard widget in QML doesn't work *Correction: No refresh of "month" in the title of some dashboard widgets *Correction: In about, the authors of sub plugins are now displayed *New feature: New import backend using aqbanking *New feature: Import backends can now have parameters *New feature: Skrooge is now able to export only the selected accounts or operations *New feature: Bulk mode in import backends *New feature: In "Monthly Report", possibility to get attributes on pointed objects *New feature: Addition of new BitcoinAverage source to be able to download bitcoin rates (due to unavailability of BitcoinCharts) *Performances: Avoid advice computation in dashboard when the dashboard is not the current page *Performances: Better performance in advice "Some payees seem to be identical" *Performances: Better performances on load and save -- Stephane MANKOWSKI Sat, 12 Aug 2017 10:11:37 +0200 skrooge (2.8.1) *Correction: Bad display of information of current account when a second document is opened -- Stephane MANKOWSKI Sat, 15 Apr 2017 20:41:56 +0200 skrooge (2.8.0) *Correction bug 375721: Right-click (context menu) reload view *Correction bug 375875: Changing password does not work *Correction bug 375712: See operation for a payee *Correction bug 376025: Clear fields don't restore currency *Correction bug 375865: Quick fill: select/enter item does not lock payee is not well computed *Correction: The "Other" category in dashboard and report widget name "5 main categories of expenditure" *Correction: Sometimes the sort on date in operation table is not the same than the sort used to compute the balance, this causes troubles *Correction: Create fake operation doesn't work on account not having the primary unit (https://forum.kde.org/viewtopic.php?f=210&t=138803&sid=d0d34f728ef7f41bb6c32764ccf3d8f6) *Correction: "Income vs Expenditure" dashboard widget is not refreshed when data are modified *Correction: Bad display in "5 main categories of expenditure" in QML dashboard widget *Correction: Better performance in "Incomes vs Expenditures" dashboard widget *Correction: Duplication of operation must not duplicate the creation date *New feature 375866: Quick fill find operations in other account *New feature: New columns visible in operation table *New feature: New "budget" dashboard widget in QML *Performances: Better performances by using multithreading and caching *Performances: Better performances in "Apply all recommended corrections" -- Stephane MANKOWSKI Wed, 05 Apr 2017 20:24:45 +0200 skrooge (2.7.0) *Correction: Due to a security hole, sqlcipher is no more an option. If you use password protection, we strongly encourage you to use this version of Skrooge and to change your password *Correction: "Delete" and "Add property" are never activated in "Simulator" page *Correction: Current periods (Quarter, Semester, Year) must be available in some widgets of the dashboard *Correction: Only previous months are relevant in "Personal finance indicator" of the dashboard *Correction: Boobank backend does not import transactions when the date format is YYYY-MM-DD 00:00:00 *Correction: Remove "Stooq monthly history.txt" because it does not work *Correction: Description of SKGPeriodEdit is not correct *New feature: Addition of the "Other" category in dashboard and report widget name "5 main categories of expenditure" *New feature: New grantlee filter to execute the sql order you want on the document. This will improve html reports *New feature: New grantlee filter to convert an integer in file size format (example: 390.2 MB) *New feature: Ability to open a file property by url *New feature: CSV export from report is now able to export raw values (http://forum.kde.org/viewtopic.php?f=210&t=112209&p=290153#p290153) *New feature: Resize of account number in "Accounts" page to be able to entre IBAN number *New feature: "Rename" for all dashboard widget *New feature: "Search & process" is now possible on bank name. This allows to create an alarm based on the deposit guarantee level per bank -- Stephane MANKOWSKI Sun, 22 Jan 2017 17:45:58 +0100 skrooge (2.6.0) *Correction bug 372470: Scheduled transactions on dashboard *Correction bug 372938: merge imported operations wrong warning about different amounts *Correction bug 373147: Dashboard/Scheduled operations typo *Correction: Remove old skrooge icons to use the official breeze icons *Correction: Do not install namelink for private library *Correction: Avoid inconsistency when primary unit is not well defined (https://forum.kde.org/viewtopic.php?f=210&t=136856) *Correction: QIF import fails when non utf8 chars are found *Correction: Display all type of item in "Search & Process" *Correction: Execution of "template" rule after import destroys the template itself (https://forum.kde.org/viewtopic.php?f=210&t=137121&sid=b3336f56f03d79f50ad7d53b9e919076) *Correction: Recovery of the working copy doesn't work in sqlcypher mode *Correction: Better performances and memory use in SKGAccountObject::getPossibleReconciliations *Correction: Better automatic account selection by using bank and agency numbers *Correction: Bad unit symbols in min and max limits in accounts page *Correction: Impossible to duplicate a page not having selection (eg. Dashboard, monthly report) *Correction: The dock "Message" is not reinitialized when a new file is loaded *Correction: In budget module, replacement of "Remove existing budgets" by "Remove existing budgets for xxx" *Correction: BitcoinCharts currency import order must be inverted because CSV file has been inverted *Correction: Better display for "Income vs Expenditure" on QML dashboard *Correction: New limit to history size set to 999 instead of 99 *Correction: To avoid partial import with backend, the import is fully done in case of delta detected *Correction: weboob backend is now searching transactions on date AND rdate to avoid missing transaction *Correction: Skrooge is now able to download addition stuff (monthly report template, quote source) with knewstuff *Correction: Open file property fails when the property name contains the full path (https://forum.kde.org/viewtopic.php?f=210&t=137528) *Correction: Avoid duplicated operation when importing attached accounts with weboob *Correction: Group on suboperations must display min, average and maw amounts (https://forum.kde.org/viewtopic.php?f=210&t=137569) *Correction: The option "Import only operations since the last imported one" must not be applied with backend import *Correction: "Estimated interests" are now in QML in dashboard and are available for monthly reports *Correction: Addition of tooltips on each operator in "Search & Process" *New feature: Addition of "nocolor" to the "money" Grantlee filter *New feature: Remove .skg in backup file name if .skg is added in the prefix (https://forum.kde.org/viewtopic.php?f=210&t=136518&p=366065#p366065) *New feature: "Alarm" dashboard widget is now compliant with QML mode -- Stephane MANKOWSKI Tue, 27 Dec 2016 18:42:32 +0100 skrooge (2.5.0) *Correction bug 364407: Doesn't build with Qt 5.7 *Correction bug 366025: Skrooge perpetually asks me to save updated tab state *Correction bug 368196: Delete sub-operations in edit delete selected operation in list *Correction bug 368356: Show amount sign on lost focus *Correction bug 368195: No lock on target account for a transfer *Correction bug 369090: Transfers sub operation created by template has wrong date *Correction: Migration connect from ui file to cpp file *Correction: Better colors of amounts in tooltips of advices *Correction: The 31 of the month, in budget page, "Previous month" does not work *Correction: When a second instance of Skrooge is launched with a file as argument, the file must be imported in the first instance of Skrooge *Correction: Since QT5.7, no more dependency on KDELibs4Support *correction: Dates wrong on dashboard - date format instead of the date itself *Correction: Keep properties when 2 operations are merged *Correction: Correction in weboob backend to avoid missing transactions and improve performances *New feature: Massive update is now available for amount in "Operation" page *New feature: Massive update is now available for date in "Operation" page *New feature: Capability to set/change order of budget rules *New feature: Tooltip on modified amount of budget to explain the reasons of modifications *New feature: Import of PDF invoice -- Stephane MANKOWSKI Sun, 25 Sep 2016 09:00:24 +0200 skrooge (2.4.0) *Correction bug 359679: Building the v2.3.0 package on Arch Linux dies with an error 'isnan' was not declared in this scope *Correction bug 362231: Lost date in imported split operation *Correction: Corruption of document after removing the password *Correction: In unit page and dashboard widget the annual performance is now computed on a year (not with an extrapolation of the last performance) *Correction: Refresh "Interest" dashboard widget when operations are modified *Correction: Copy needed files in local when a new template (for monthly report) is created *Correction: All advices are not displayed in dashboard *Correction: More setPlaceholderText for better GUI *Correction: Responsive report is now using highchart *New feature: New tutorial grantlee template to learn how to develop a new template *New feature: New option to select if the dashboard must be in html or qml. Qml mode is still experimental -- Stephane MANKOWSKI Fri, 06 May 2016 21:07:29 +0200 skrooge (2.3.0) *Correction bug 357081: No option to disable tray icon *Correction bug 357414: Bad display amount in split editor *Correction bug 358315: Typo in .desktop file leads to KRunner freeze *Correction: Avoid failure in kmy import when sub category already exists *Correction: Better autoreconciliation (the autoreconciliation can be done even when operations are not well sorted) *Correction: Migration to nullptr *Correction: Replace "XXX* yyy = new XXX" by "auto yyy = new XXX" *Correction: Thanks to regular expression, the "word" function is now able to interpret "N:1234" as a 2 words "N" and "1234" *Correction: Better icons (correction of installation for breeze) *Correction: Autoreconciliation doesn't work for accounts in other units than the primary *Correction: Better computation of the preferred currency for QIF import *Correction: After a modification or an creation the focus must be given to the table *Correction: Error when launching Skrooge from krunner *Correction: Bad sums in reports *New feature: New column "Balance import" in account page with an indicator to know if the account is still aligned with import balance *New feature: Check balance of accounts after import with backend *New feature: New "Personal Finance Score" in monthly reports *New feature: New "Personal Finance Score" in dashboard *New feature: Selection sum is now in the status bar *New feature: On tables, when the filter changes, the selection remains visible *New feature: Ctrl+Maj+V allows to validate OR UNVALIDATE the imported operations -- Stephane MANKOWSKI Sun, 21 Feb 2016 21:55:44 +0100 skrooge (2.2.0) *Correction bug 352674: SQLite version of the system not aligned with embedded in Qt when using sqlcipher *Correction bug 349961: Values in "Text" report are clickable to open corresponding operations *Correction bug 349976: Default categories for payees *Correction bug 354139: Pb when opening operations in sub-operation view *Correction bug 341463: Monthly reports include transfers between accounts and shows as income/expenses *Correction bug 354439: Re-open close account with money: wrong warning *Correction bug 354463: Incomes/Expenditures in monthly reports do not account for sub-operations of split operations *Correction bug 354424: Displayed balance is 0,00 and operation is ignored afterwards *Correction bug 354817: Arrows should increment/decrement operation number *Correction bug 355376: Category too small in split editor *Correction bug 355956: Not existent type in dashboard *Correction: Drag and drop file is now able to move a file *Correction: The WORD function of "Search & Replace" is no more sensible of useless space *Correction: Open skrooge document from desktop *Correction: Set open source licence on svg files *Correction: Correction ofx import in ECM_ENABLE_SANITIZERS='address' mode *Correction: Better print of dashboards by printing each widget individually *Correction: Better counting of pages in print function *Correction: Monthly reports with "default" template is now printed in only one page (remove page-break-before: always) *Correction: Monthly reports with "responsive" template must not print url *Correction: Migration from sqlite to sqlcipher mode does not work when the password contains the character " *Correction: In "Search & Process", the between function must work when v1 Sun, 29 Nov 2015 18:48:31 +0100 skrooge (2.1.1) *Correction bug 351977: Missing Comment in desktop file *Correction bug 350722: Sudden date change from 20XX to 19XX *Correction: Upload of knewhotstuff does not work *Correction: Avoid performance issue when an operation is created very far in the future (example: 01/01/8015) *New feature: New source of download "GrandTrunk" better than yahoo finance for currencies -- Stephane MANKOWSKI Fri, 11 Sep 2015 13:10:09 +0200 skrooge (2.1.0) *Correction bug 349349: Allow to enter year with 2 digits only *Correction bug 349328: Bad date on split operation after fast edition *Correction bug 349327: Bad date format for sub-operation display in split tab *Correction bug 349624: Add operator on fast filter *Correction bug 349776: Freeze when splitting and editing a future operation *Correction bug 349329: Tools should display modifications before applying them *Correction bug 349961: Split value of operations in reports/exports *Correction bug 350154: Cannot change rate symbol (%) position in Simulations panel *Correction bug 350722: Sudden date change from 20XX to 19XX *Correction bug 350937: Some words are not translated *Correction bug 340647: Encrypted Skrooge file is decrypted in-place *Correction: Authorize only word characters and space in name of templates of reports *Correction: Authorize only word characters and space in name of source of quotes *Correction: Missing unit symbol in monthly report *Correction: Failure on export *Correction: Bad display in period selector of "Income & Expenditure" dashboard widget *Correction: Bad filters in some open file dialog *Correction: Error when open link with non ASCII characters *Correction: Better detection of unaligne dates between operations and sub operations *Correction: The first update of monthly report must take into account the selected template instead of using the default one *Correction: Add credits page in "About" *Correction: Double click on skrooge document opens skrooge but the document is not loaded *Correction: Code rework for contextual menus *New feature: "Open..." action in contextual menu of reports *New feature: New function to import simple rules (payee=xxx => category=yyy) from csv file *New feature: More period options in dashboard widgets *New feature: "5 main categories of expenditure" in dashboard and report is now clickable *New feature: "Quotes" in dashboard and report is now clickable *New feature: Addition of list of key users in credits *New feature: Messages/errors can have associated action *New feature: "Open operations modified by this transaction" *New feature: Delete items in history -- Stephane MANKOWSKI Thu, 27 Aug 2015 19:20:30 +0200 skrooge (2.0.0) *Correction bug 347762: Invalid error message for SQLite version check after an update of SQLite *Correction bug 324653: Auto-Hide Scrollbars for Report Graphs *Correction bug 348865: Do not show translated tooltip *Correction bug 348490: Split with almost 0 operation *Correction: Porting on KF5 / QT5 *Correction: Use of Q_DECL_OVERRIDE *Correction: Bad account selected in editor when a closed operation is selected *New feature: Close action available in menu and contectual menu -- Stephane MANKOWSKI Sun, 14 Jun 2015 18:16:43 +0200 skrooge (1.12.5) *Correction bug 348619: Freeze amount should freeze unit *Correction bug 348621: Field order with tab key *Correction bug 348620: Display of multiple operations with common fields *Correction bug 348568: Payee with operations in 0 operation group *Correction bug 345994: Bad unit on some operation after search *Correction: Build for QT built with -reduce-relocations -- Stephane MANKOWSKI Wed, 03 Jun 2015 22:07:31 +0200 skrooge (1.12.0) *Correction bug 345974: Skrooge alarms keep firing up regardless of specified alert amount *Correction bug 346151: Fast edition do not fill operation sign *Correction bug 345998: Add tooltip for all history actions *Correction bug 345799: Moved then hiden column displayed *New feature: Automatic point operations created during reconciliation *New feature: "Simple" mode in "Search and process" page *Performances: Better performances on selection change in "operation" page -- Stephane MANKOWSKI Thu, 07 May 2015 20:46:21 +0200 skrooge (1.11.0) *Correction bug 341020: End of text in lineedit hides under the "clear" icon button *Correction bug 341450: Empty skg_bill.csv is created every time I launch Skrooge *Correction bug 341463: Monthly reports include transfers between accounts and shows as income/expenses *Correction bug 342737: Multiple date modifications on scheduled operations *Correction bug 343730: Resize/hide internal filter panel in report *Correction bug 335945: Support making split operations from standard operations by search and process *Correction bug 344250: Bank ING-DIRECT in France has changed its bank number *Correction bug 345580: Share without tax should not be split *Correction bug 345654: Btn Add grayed after entering values information *Correction bug 345661: Selecting multiple operations: amount is not ----- *Correction bug 345719: Enhance fast search/filter on lists *Correction bug 345826: Bas edit fields on list sub-operation after search *Correction bug 345416: Crash when searching on 'type' field *Correction: "Search" and "Report" do not work on properties of suboperations *Correction: Bad tooltips in "Report" for expand and collapse *Correction: Support invalid OFX file having debit with positive amount *Correction: Timeline does not work in some cases *Correction: More flexibility during import of ofx file not having id on transactions *Correction: Anonymized file is renamed to avoid accidental overwrite of the current file *Correction: weboob backend compliant with version 1.0 *Correction: Avoid crash and generate an error when the sqlite version of the system is not aligned with the sqlite version embedded in QT *Correction: Open suboperation from multi selected operations *Correction: Avoid deletion of previous file and backup during save in case of file system full *Correction: When a folder of bookmark a tab doesn't have the right icon *Correction: Stable sort when sorting by date to avoid ununderstandable balance *Correction: In table, when rows are groupes, the row representing the group spans all columns *Correction: Avoid crash in Add properties on suboperations *New feature 343766: Better custom report configuration *New feature: New dock to be able to see all messages displayed *New feature: Alarm messages can be have parameters for the total amount (%1), alarm amount (%2) and difference (%3) *New feature: Show sum of spendings in tables when operations are grouped *New feature: New advice detecting scheduled operations having date not aligned with the last inserted operation *New feature: The target directory of the backuped file can be force *New feature: Now some advices are recommended *New feature: In settings, you can define default comments, payees and categories for fake, commission and tax operations *New feature: New button on advices widget to apply all recommended advices *New feature: Display average, min and max on groups in tables *New feature: WORD function is now able to extract word from the right by using negative parameters *New feature: Addition of "Creation date" on operations -- Stephane MANKOWSKI Sun, 05 Apr 2015 19:18:04 +0200 skrooge (1.10.0) *Correction bug 334626: When doing a transfer, my specification of + or - is ignored *Correction bug 335943: Please add column "number of operations" to categories view *Correction bug 336320: OFX file import duplicates the last 12 transactions *Correction bug 338351: Reconciliation with additional currencies *Correction bug 338993: Change main currency fails to update amounts *Correction bug 338994: Currency rate not saved for transactions *Correction: Open URL does not work in unit page *Correction: Wrong date in message "Operation 'XXX' will be inserted in YYY days" *Correction: Auto repair of qif file not having sum of suboperation amount != operation amount *Correction: Better error message on mny import when java is not installed *Correction: Weboob0g backend is now compliant with weboob version 0h *Correction: Correction in bitcoin quote download *Correction: Remove duplicate in "To Account" field on operations *Correction: Import of mode for mny files *Correction: Better detection of transfers in mny import *Correction: Automatic resize of columns in "Search and Process" edit panel to facilitate the creation/update of rules *Correction: Missing template "categories_month_table" *Correction: For credit card account, the binding of account is optional *Correction: Remove useless "Expand All" and "Collapse All" on history table *Correction: "Add property" and "Delete" is now working on sub operations *Correction: "Highlight" is disabled on sub operations *New feature: The future can be added or not in "Current" or "Last" periods *New feature: Defered credit card management *New feature: Capacity to apply a template on operations *New feature: Capacity to automatically apply a template on operations from "Search and Process" *New feature: Sort of table memorize the previous sort to be able to sort by column 1 and column 2 *New feature: New advice to inform the user when the monetary decimal symbol is not defined in KDE localization settings *New feature: 2 options in graphs, one for limits visibility, one for average visibility *New feature: New advice to detect similar payees *New feature: New advice to detect similar categories *New feature: Add in documentation how to use kdewallet with weboob backend *New feature: Import iif file *Performances: Better performances in "Possible schedule" *Performances: Better performances in dashboard -- Stephane MANKOWSKI Tue, 28 Oct 2014 20:57:41 +0100 skrooge (1.9.0) *Correction bug 327148: Version 1.8.0 doesn't build *Correction bug 328335: Wish for fixed table row header *Correction bug 326764: When printing hard copy of report, only data in view in window is printed, not full report data *Correction bug 329568: Simulator utility problem *Correction bug 329825: When opening crypted file with false password skrooge falsely states the file is corrupted *Correction bug 329876: Weboob import from paypal ignores dates and creates account "0" *Correction bug 330354: Budget forecast duplicates operation creation *Correction bug 330428: Sorting doesn't work on Reconciliation date in Accounts view *Correction bug 331191: Obsolete term „Context“ in docbook *Correction: Remove conflict on CTRL+C shortcut *Correction: Import mny does not work with space in file name *Correction: In case of failure during backup file creation a warning message is displayed instead of an error avoiding to save the file *Correction: Refresh delta during reconciliation *Correction: Better PDF export from Monthly report *Correction: Import CSV unit file with "," as separator *Correction: Better KMyMoney import *Correction: Imported "Wallet" accounts are in bank named '' *Correction: Avoid wrong transfert in Grisbi import *Correction: The option "Import only operations since the last imported one" uses a delay of 4 days to avoid missing operations due to value date *Correction: Avoid error in import of homebank file without parent attribute on categories *Correction: Correction for unit download with Stooq *New feature: More option in "Income & Expenditure" dashboard widget *New feature: New shortcuts for "Expand all" and "Collapse all" *New feature: Operations can be split by date *New feature: Imports (csv, qif) support date format like this: 31Dec2012 *New feature: Import CSV support now "semicolon", "comma" and "tab" as separator *New feature: Monthly report is now able to display reports on months, quarter, semesters and years *New feature: New "responsive" template for monthly reports *New feature: In graph, sums are now all computed *New feature: Pareto curve in graph *New feature: New "quarter" and "semester" period in graph and "Incomes & Expenditures" dashboard widget *New feature: Ability to reorder the suboperations in the split operation *New feature: Better date filtering in operation page *New feature: More operators is "Search" panel *New feature: New statistic plugin -- Stephane MANKOWSKI Sat, 12 Apr 2014 16:11:26 +0200 skrooge (1.8.0) *Correction bug 319706: OFX trntype not imported, rest okay *Correction bug 320114: Wrong bank balance at dashboard *Correction bug 320112: Importing CSV operations with mixed " and ' text field separators *Correction bug 320226: Monthly report does not work due to missing template *Correction bug 320240: Impossible to enter exact amount for given unit in pop-up *Correction bug 320242: Transaction confirmation pop-up doesn't use defined unit value for transaction date for suggested value *Correction bug 320261: Dashboard "Income & expenditure": no values, strange colors *Correction bug 320157: Skrooge not working when .skg file is located on Samba share *Correction bug 320323: Add function ("rest to") In budget *Correction bug 320298: Default automatic format detection while importing a file leads to wrong entries creation *Correction bug 320070: Allow changing operation date through "Search & Process" *Correction bug 320716: Skrooge does not import all operations using weboob *Correction bug 320717: Use rdate instead of date in weboob backend *Correction bug 319993: Please adopt application logo/icon for smaller resolutions ==> skrooge-mini can be choosen for small resolutions *Correction bug 319990: Please fix icon alignment in Pages tab *Correction bug 322306: Skrooge Crash using Forecast Schedule *Correction bug 322069: Designer plugins should be unversioned .so files *Correction bug 323380: Minor date bug when using the stock portfolio widgets *Correction bug 320066: Crash importing KmyMoney exported file from Skrooge *Correction bug 324972: Import fails without an error when account is defined in CSV *Correction bug 325081: Add a « Yesterday » choice in the date picker *Correction bug 325174: Importing from gnucash file doesn't import accounts fo types 'Mutual Fund' nor 'Credit Card' *Correction bug 325223: Crash when exiting skrooge *Correction bug 324008: Erreur when importing .mny file. Error when analysing categories.json *Correction bug 325675: Build error in skgfileplugin.cpp for openSUSE 12.2 KDE 4.9 *Correction: KMyMoney exports does not need a check of integrity anymore *Correction: Addition of all icons in size 256 and 512 *Correction: Block drop of a bookmark under another bookmark *Correction: Bad date format detection when the second value is 9 (example: 3/9/04) *Correction: Remove the "Bank account " string in the name of the account name created by an OFX import *Correction: Icon for "Amount entered" *Correction: Authorize long number for operations like 5490990004 *Correction: Default graph mode = line *Correction: Better detection of duplicate operations after import *Correction: JSON export based on QJson *Correction: The setting "Import only operations since the last imported one" allows importation for the same date (< instead of <=) *Correction: Impossible to change state of operation from suboperation view *Correction: More permissive "Open duplicate" *Correction: Better setting layout for import/export *Correction: Import/Export minimum and maximum balance in KMyMoney importer *Correction: Import minimum balance in Grisbi importer *Correction: Import minimum balance in Homebank importer *Correction: New "weboob0g" backend compliant with the Weboob 0.g *Correction: When a file is selected for the icon of the bank, the file name is displayed in the name of the bank *Correction: In simulation page, the interest are computed with only operations with type=currency, not with shares *Correction: Error when importing skg file by double clicking when skrooge already open *Correction: No more password panel when the user loads an invalid Skrooge file *Correction: In report, the forecast based on budget is displayed even when no operation in account *Correction: Shortcuts in "Show" menus *New feature: Notifications and error messages are now based on KMessageWidget *New feature: The restore file is now base on KMessageWidget *New feature: Option to auto download from backend on opening file (default=false) *New feature: Import Microsoft Money documents (.mny) protected or not *New feature: Tarballs are not uploaded on download.kde.org *New feature: Addition of russian banks *New feature: Reopen last page closed *New feature: Max and min limits on accounts *New feature: Better and new advices based on limits of accounts *New feature: Sound emmission on operation creation *New feature: Import "Budgetary allocation" and "Fiscal year" from Grisbi files as properties *New feature: Information message explaining how to exist full screen mode *New feature: Addition of date of last reconciliation on account *New feature: Amount owned on unit table *New feature: Download date on unit table *New feature: New account type: Pension *New feature: New set of categories for french people *New feature: Addition of "Configure notifications..." in configuration menu *New feature: Download and add bills as property by using boobill (weboob) *New feature: Rename of property *New feature: Export HTML and ODT from tables *New feature: Automatic process to recover a corrupted file *New feature: Possibility to print current page *Performances: Better performances in dashboard *Performances: Better performances in monthly report *Performances: Better performances in import of multi files (or from backend) by applying "search & process" rules only one time *Performances: Better performances in kmy export *Performances: Better performances by avoid to refresh autocompletion on widgets after light transactions -- Stephane MANKOWSKI Sat, 05 Oct 2013 18:54:16 +0200 skrooge (1.7.1) *Correction bug 319565: Bad performances on ubuntu 13.04 *New feature: Open report from dashboard widgets -- Stephane MANKOWSKI Thu, 09 May 2013 22:28:28 +0200 skrooge (1.7.0) *Correction bug 316604: Income and Expense widget on the dashboard does not respect suboperations in split operations *Correction bug 316796: Reports crash when closed normally *Correction bug 318063: New file format (AFB120 CFONB) *Correction bug 279967: When automatically started at login, Skrooge is always displayed on all desktops *Correction bug 319145: Multiple currency support still buggy *Correction: Group operations with more than 2 operations selected *Correction: Group operations with already grouped operations *Correction: Hide internal properties in "Search & process", in operation page and in the function "Add property" *Correction: QIF import does not support mix of date format *Correction: The advice action "Remove groups with only one operation" does not remove the operation but the group *Correction: Better performances in kmymoney import and all other imports *Correction: skroogeconvert does not support files without path (example: skroogeconvert -in t.csv -out t.kmy) *Correction: Better performances of skroogeconvert in case of skg import or export *Correction: Global better performances by using the right index on unit table *Correction: Rename "Undo document" to "Revert document" *Correction: Reduce the number of messages when using backend import *Correction: Possibility to group tables on properties *Correction: Better support of import/export with url *Correction: Better merging of operations in QIF import *New feature: More modification functions in "Search & Process" panel for Payee, Account, Tracker *New feature: New "capitalize" function in "Search & Process" panel *New feature: New attributes "Unit" and "Transfer" in "Search & Process" panel *New feature: All update functions are now available for properties in "Search & Process" panel *New feature: New icon in tab bar to create new page *New feature: 'To account' in operation table and "Search & Process" *New feature: More attributes in line and column in reports (graph) *New feature: Monthly reports and main page use the general font of KDE *New feature: Possibility to force the date format for qif and csv imports *New feature: More functions in tool menu *New feature: More tips of the days *New feature: Dispay option "Hide pointed operations" in operation page *New feature: Possibility to group tables on hidden column *New feature: Facilitate creation of standard currencies with auto completion *New feature: Addition of the new currency "Bitcoin" with automatic download of the rate *New feature: In dashboard and monthly report, banks can be clicked to open corresponding operations *New feature: In report, the graph correction can be done by multiply or divide -- Stephane MANKOWSKI Sat, 04 May 2013 16:49:45 +0200 skrooge (1.6.0) *Correction bug 314389: weboob import does not work *Correction bug 314743: Can not resize window when operations tab is displayed *Correction bug 313926: Version 1.5.1 shows warnings *Correction bug 313948: Skrooge crashed after double clicking on an account after using clean import tool *Correction bug 313928: Warnings during build on OS X > 10.6 *Correction: Splash screen and notifications on windows *Correction: Better error management in weboob import plugin *Correction: Faster and without notification units downloads *Correction: Facilitate toolbar customization *Correction: Bad date format identification in some cases *Correction: Remove traces "Attempt to use QAction 'XXX' with KXMLGUIFactory" *Correction: Activation of link in "Incomes and Expenditures" dashboard widget *Correction: Operations in "Loan" accounts are not more taken into account in budget and "Incomes and Expenditures" dashboard widget *Correction: More point styles in graph and better rendering *Correction: Display of infinity symbol in dashboards and monthly reports *New feature: "Open all" and "Bookmark current page here" in the bookmark button *New feature: Button in bookmark dock to discover the contextual menu *New feature: Buttons on dashboard widgets to discover the contextual menu *New feature: New cursor on dashboard widgets to show that widgets are moveable *New feature: New dashboard (fast remove, fast add, fast move, fast drag & drop) *New feature: ToolButton displaying contextual actions on top right of tables *New feature: "Pages" launchers can be added in the toolbar *New feature: New WORD function in "Search & process" to extract a word of an attribute *New feature: More generic import through backends *New feature: Support values like this "3128/100" in imports -- Stephane MANKOWSKI Mon, 25 Feb 2013 18:06:13 +0100 skrooge (1.5.1) *Correction: Avoid endless "wait cursor" in case of canceled load of protected file *Correction: More robust weboob import for backend not supporting parallel download *Correction: Operations page layout with very long comments -- Stephane MANKOWSKI Tue, 22 Jan 2013 21:09:04 +0100 skrooge (1.5.0) *Correction bug 311252: Creating account with existing name just modify the existing one *Correction bug 312609: Banks widgets at the dashboard show wrong values *Correction bug 312671: Compile warnings *Correction bug 312859: Searching for an empty payee doesn't seem to work *Correction bug 313140: Thousands of compile warnings when using [-pedantic] [PATCH provided by Andi Clemens] *Correction bug 313141: Adjust layout in preferences window [PATCH provided by Andi Clemens] *Correction bug 271292: "Set to upper" process does not work with all characters *Correction bug 263265: Support regexps on imported data *Correction bug 313268: Better layout fot the "comment" field in the operations view *Correction bug 313240: Transfers between accounts with different currencies show as income/expense *Correction: Disable "Pin this page" when no page is opened *Correction: Disable "Print" and "Print preview" when no page is opened *Correction: Correction in the show menu of the operation page when only one account with ";" in the name *Correction: Pb of propagation for budget rule with Period=Current Year *Correction: Avoid duplicate message in notification *Correction: Avoid to set an operation in more than one budget item when "garbage" budgets are used *Correction: Display reconciliation field when the "Reconcile" function is called from the page of accounts *Correction: Transfers ignored by default in" "Incomes & Expenditures" widget and reports *Correction: Adapt the size of the "Account" field to the lenght of the accounts names *Correction: Set focus on "Date:" field after insertion or update of an operation *New feature: New "Process Immediately" method to process immedialetly some scheduled operations *New feature: Multiselection for "Jump to the operation" in scheduled operation page *New feature: New advice to detect non alignment of comments (operation vs suboperation) for simpe operations *New feature: New advice to detect operations without mode *New feature: New option Automatic refresh/Manual refresh in advice dashboard widget *New feature: New advice to switch on "Manual refresh" when advice are very long to compute *New feature: New advice to detect too complex unit definition like this: IBM => $ => £ => € (not supported) *New feature: Possibility to do graphic reports with the bank as column of line *New feature: Automatic import through weboob (http://weboob.org/) *Perfo: Better performances in advices by avoiding to compute dismissed advice *Perfo: Better performances in categories and payees tables *Perfo: Big performances improvement for huge transaction like imports or massive delete of accounts -- Stephane MANKOWSKI Sat, 19 Jan 2013 16:31:49 +0100 skrooge (1.4.0) *Correction bug 306517: "Incomes & expenses" widget displays a wrong sum for expenses *Correction bug 308050: Untranslatable strings in 'Budget' Page *Correction bug 308395: "list of operations" screen : inoperative filters (hide closed operations >1 & 2 weeks) *Correction bug 310372: Word completion in the comment field in standard operation does not work even if it was added via split operation *Correction: Better colors in "Expenditures vs Icomes" dashboard widget *Correction: Support qif file having Type:Class with description *Correction: Remove "All" in operation menu when only one account is created *Correction: Move "Export ..." menu in "File" menu *Correction: Bad display of account having a "&" in operation page *Correction: Move "Processing" actions in the main menu named "Tools" *Correction: Hide title when reset filter in operation page *Correction: Better performances in SKGDocumentBank::computeBalances by using compound query *Correction: Avoid freeze when a very old value (example: 14-11-0012) is entered by error for a unit *Correction: Avoid freeze in reports when a very old operation (example: 14-11-0012) is entered by error *Correction: "Quantity owned" in unit page does not initial amount of accounts *New feature: New button on unit page for opening the web site of the download source *New feature: Warning on closing non null account *New feature: Support for Activities *New feature: "Stock portfolio" in monthly report *New feature: "Stock portfolio" dashboard widget based on monthly report *New feature: Possibility to add hyperlinks in monthly reports *New feature: Export html in monthly reports *New feature: New widgets for dashboard *New feature: 2 new templates for monthly report are delivered by default *New feature: 2 new advices detecting very old values of unit and very old operations *New feature: New advice checking if budgets rules are treated *New feature: New option for import to "Import only operations since the last imported one" -- Stephane MANKOWSKI Sun, 09 Dec 2012 11:51:43 +0100 skrooge (1.3.3) *Correction bug 305880: On the Dashboard, scheduled transactions have wrong number of decimal places *Correction bug 306119: Cannot open document created in 1.3.0 with 1.3.2 *Correction bug 305879: Account panel shows Edition - should be Addition *Correction: Smaller bank icon selector in "Accounts" page *Correction: Set default type as "currency" in "Units" page when primary and secondary units are already defined *New feature: Add "savings" as type of account *New feature: "Tracked" operations in option of "Income vs expenditure" widget of dashboard *New feature: Export JSON -- Stephane MANKOWSKI Mon, 03 Sep 2012 16:25:21 +0200 skrooge (1.3.2) *Correction bug 300228: Failed to import from KMyMoney file *Correction bug 301137: 'To Account' of an existing money transfer is displayed incorrectly in edit area *Correction bug 302388: Gnucash import failes: Better error message in case of negative value for a currency *Correction bug 302502: Message for possible schedule incomplete *Correction bug 303527:Support more time options for ‘show checked operations’ *Correction bug 304003: Crash when removing transaction number of transactions with duplicate account numbers *Correction bug 304313: Importing a KMyMoney file results in error: "[ERR-11]: 'KMYMONEY-KMYMONEY-TEMPORARY-ACCOUNT': You are not authorized to delete this account because it contains some checked operations" *Correction: Rename columns of budget table *Correction: Better CSV and TXT exports of tables grouped by a column *Correction: Better SVG export of tables *Correction: Restore palette in tables after print *Correction: Do not display disabled schedules in dashboard *Correction: Remove text on common icons in toolbar by using QAction::LowPriority *Correction: In "Scheduled operations" page, the button "Jump to the operation" opens the operation page in template mode to authorize updates *Correction: New wording; "To be Checked" instead of "Foreseen" or "In Transit"; "Checked" instead of "cleared" or "validated" *Correction: Better mouse icon when closing pined page *Correction: Remove X confirmation messages when close a document having X pinned pages *Correction: Focus on opened page from bookmarks when the current page is pinned *Correction: Allow massive update in account page *Correction: Avoid bad table display when grouped *New feature: Progress bar in budget table for active budgets *New feature: "Open report" button from search page to open report without saving the query *New feature: Option to ignore operation tracked in reports *New feature: Option to ignore operation grouped in reports -- Stephane MANKOWSKI Mon, 06 Aug 2012 12:24:18 +0200 skrooge (1.3.0) *Correction bug 291512: Show hide checked operations setting are not retained *Correction bug 291550: Advice (dashboard) about operations with empty category : case of transfers *Correction bug 292225: Skrooge 1.2.0 crash on opening report *Correction bug 293398: Display Graph windows during Account Creation *Correction bug 293397: Error on duplicate account name creation *Correction bug 293580: Select/unselect "import state" column will display empty field *Correction bug 293941: Skrooge crashed on deleting split operation *Correction bug 278220: Wrong values in Monthly Report "Amounts in accounts" *Correction bug 296204: add balance entered in Operations *Correction bug 297722: Copy/paste comment in the table of a split operation leads to a wrong behaviour *Correction: creation of subcategories with entered number *Correction: hide templates when open operations from other pages *Correction: Use radio button in "Show" menus when needed *Correction: Support import of gnucash file without "gnc:book" *Correction: Generate an error message when trying to import a missing ofx file *Correction: FastEdition does not work when more than one "operation" page is opened *Correction: Crash on QIF export when the document has 3 operations grouped with op1.value=-op2.value *Correction: Refresh of graphs when unit values are modified *Correction: Install the grantlee filter plugin into the correct location. *Correction: Avoid empty "Account" page when no account exist *Correction: No automatic resize of columns when "auto resize" is not check *Correction: Addition the "rate" in internet code tool tip. *Correction: Amounts are displayed with the right number of digits in "operation" and "account" table. *Correction: Refresh view when a new appearance is selected *Correction: Bad computation of fake operation in case of multi selection *New feature: Better display of "Show" menu in operation table *New feature: Colors in "Incomes and Expenditure" dashboard widget *New feature: "Search & Process" is now working on comments of sub operations *New feature: "Base 100" mode *New feature: Skrooge is now able to import file have amounts with unit symbole (example: -$8.35) *New feature: Possibility to pin/unpin pages -- Stephane MANKOWSKI Mon, 23 Apr 2012 11:45:09 +0200 skrooge (1.2.0) *Correction bug 288683: E: skrooge-common: arch-dependent-file-in-usr-share usr/share/kde4/apps/skrooge/plugins/grantlee/0.2/grantlee_skroogefilters.so *Correction bug 290626: No support of OFX format *Correction: Avoid suboperations pointing on unused category when all categories are deleted *Correction: Hide internal properties in property dock *Correction: A new document is no more considered as modified *Correction: Advice "xxx is an old tracker" modified to use the LASTDATE instead of the FIRSTDATE *Correction: Better display in "Income & Expenditure" dashboard widget + addition of "Saving" *Correction: In "Account" page, "Other ..." in icon list is now working *Correction: Correction for advice "Possible schedule 'xxx'" *Correction: Hide internal properties in graph *Correction: Bug on inline edition on comment & mode *Correction: Optimisation on "anonymize" function for big files *Correction: Highlight switch on category *Correction: In operations tab, provide a "show" menu as for other plugins *Correction: Avoid duplication of some categories when search and process is used *Correction: Avoid modifications in interest table *Correction: Fast edition refreshs the "comment" field *Correction: The autocompletion list for number displays only the numbers of the selected account *Correction: Monthly report create .kde directory event if .kde4 must be used *New feature: Fields of update part of the search & process panel are not editable to facilitate the completion *New feature: Import of non local files (example: http://myserver/document.qif) *New feature: Export of non local files (example: http://myserver/document.qif) *New feature: Dashboard > Shares & Indexes renamed to "Quotes" and provide a possibility to select all available Units (Objects, Currencies etc.) *New feature: Operations > Transfer: do not display a name of a chosen source account in the field of target account *New feature: New mode in reports *New feature: Memorize expanded groups in bookmarks *New feature: "Incomes & Expenditures" widget is clickable *New feature: Highlight on units *New feature: Addition of "Show" menu in scheduled operations *New feature: Hide title in "Scheduled operations" if at least one schedule is existing *New feature: Open "Scheduled operations" when an operation is scheduled *New feature: SKGTreeView scrollbars are sticked on maximum position *New feature: SKGTableWidget scrollbars are sticked on maximum position *New feature: New "Open operations" function in contextual menu (connected with double click - support multi selection) -- Stephane MANKOWSKI Mon, 09 Jan 2012 11:01:12 +0100 skrooge (1.1.1) *Correction: "Highlighted only" is by default disabled in "Account" widget *Correction: Mysterious crash in SKGTreeView::onExpand -- Stephane MANKOWSKI Wed, 23 Nov 2011 21:44:09 +0100 skrooge (1.1.0) *Correction bug 283683: Can not add a new operation after modifying the values on an existing one *Correction bug 284220: Closed account still showing up in accounts combobox of "operations" tab *Correction bug 283840: Skrooge is unable to download units for a past period, but it works for the current day ==> Better warning message *Correction bug 284073: Expressions in splitted operation amount are not calculated *Correction bug 283842: If I add today a past operation in a different unit than the principal, the amount calculated uses the present unit value, and not that of the specific date *Correction bug 284752: Skrooge does not look for Grantlee at build time *Correction bug 284843: OFX import does not work on UTF-8 encoded files *Correction bug 285289: Misspell found: reconciliation instead of reconciliation *Correction bug 285880: Cumulative amount of main categories do not appear *Correction bug 286538: Renaming categories doesn't rename relevant search/process rules (not fixed but better error management) *Correction: Better colors in "5 main variations" widget for dashboard *Correction: Installation of grantlee_skroogefilters.so in only one place and not hardcoded *Correction: No more error when importing skg file with payees *Correction: Addition of an error message on loading of a document generated by a most recent version (example loading on a 1.0.0 document into Skrooge 0.9.1) *Correction: Addition of missing date for x axis on unit graph *Correction: Import homebank set types of accounts *Correction: Possibility to remove an empty account without warning *Correction: Better performances during migration *Correction: Change language of the document on open if the language of KDE has changed *Correction: Better affectation of payees and comments during gnucash import *Correction: Better default size of the "category" panel in the split table to avoid manual resizing *Correction: Better performances during import of multi files by applying "search & process" rules only at the end *New feature: New type of account "Loan", transfer from/to this kind of account are considered as "expenditure" in reports *New feature: New function to remove useless values in unit (the curve is preserved but useless values are removed) *New feature: New tag for grantlee to be able to use standard palette. Colors of the "Default" template are coming from the KDE palette now. *New feature: Possibility to download values of units with regular expressions. *New feature: Possibility to create/modify monthy template directly from skrooge *New feature: More detail in progress bar *New feature: New advice to find and repair operations in groups with only one operation *New feature: New advice to find potential monthly schedule -- Stephane MANKOWSKI Mon, 21 Nov 2011 15:31:03 +0100 skrooge (1.0.0) *Correction bug 280362: Skrooge is not accepting dots or commas *Correction bug 280897: Unit wont set on mt940 import when there are existing operations *Correction bug 280915: The import logic should use an existing account based on bank name read from :20: and the account number read from :25: *Correction bug 282983: Multi-currency transactions not anchored to the exchange rate of the day of the transaction *Correction bug 283246: Some text is hard to read with dark color theme *Correction: Better performances in check box of operation, account, tracker pages *Correction: Grisbi import with split operations does not work *Correction: Capability to open read only file *Correction: Completion on substring available only in "Dropdown list" mode *Correction: To improve performances, the refresh of advices is done when dashboard is activated and only if refresh is needed *Correction: To improve performances, the refresh of models is done for views in current page *Correction: To improve performances, the refresh of graphs is done for graphs in current page *Correction: "Delete unused" of category page tries a delete only on categories really not used *Correction: Various correction in bookmarks (enable/disable in menu, bad management in parent/child relation) *Correction: Cascading delete in categories and bookmarks *New feature: New function to bookmark all opened page in one click *New feature: Addition of "Once a week" for scheduled operations *New feature: Merge of trackers by drag & drop *New feature: "Count" mode in reports *New feature: In table views, when at least one scroll bar is visible, the corner widget allows to display the contextual menu of the header *New feature: Graphs can be corrected by an indice defined in unit page *New feature: Less icon in tool bar by default. New "Fast edit" button in operation editor. *New feature: Add copy menu in contextual menu for cells *New feature: Advice for closed account with amount<>0 *New feature: "Autostart" and "Remove autostart" available in multi selection *New feature: In krunner, A string like "buy 10 ESSO" allows to quickly prepare add a new operation in skrooge. Advices in dashboard allows to finalize the creation *New feature: "Auto start" bookmarks are not opened if the key SHIFT is maintained pressed during the start of Skrooge *New feature: Grouping function in all tables *New feature: New menu to lock/unlock docks *New feature: Allow menu hiding *New feature: "Monthly report" widgets for the dashboard can be set on current month -- Stephane MANKOWSKI Mon, 03 Oct 2011 14:21:04 +0200 skrooge (0.9.1) *Correction bug 271294: Modifying transactions with spaces in their amounts causes them to be reset to 0 *Correction bug 275963: Operations imported in the primary currency unit, not the account unit *Correction bug 278004: Skrooge installs library files with wrong version numbers *Correction bug 278220: Wrong values in Monthly Report "Amounts in accounts" *Correction bug 279421: General reports problems/request *Correction bug 275956: Possibility to display different accounts in different currency units *Correction: Change icons and remove useless icons *Correction: Hide useless "Add" and "Update" buttons in amortization table of "Simulation" page *Correction: No display of initial value (0000) in graph when history mode is not selected *Correction: Now the forecast period is equal to the real period *Correction: Addition of "Add category" in contextual menu of "Category" page *Correction: Differentiation between "Sum" and "Pourcent" mode of PIE graphs *Correction: When "operation" page is an a particular account, the editor is cleaned with this account *Correction: Remove password when anonymize a document *Correction: Better performance by simulating "materialized views" with tables (used for categories and budgets) *Correction: In CSV import, if 2 "amount" columns are found then the first one is considered as a debit and the second one as a credit *Correction: During import, in case of doubt, MM_DD is preferred than DD_MM *Correction: Imports are supporting dates with backslashes like 29\06\2011 *Correction: Better performances *Correction: Saving the state of 'Categories Page' ignores the resized columns with (Auto resize: off) *Correction: CSV import supports multiline file like: date;amount;comment;type "1/1/2010";1000;"transfer 1 from account A to account B";TRANSFER "2/2/2010";2000;"transfer 2 from account A to account C";TRANSFER *Correction: Protection again empty date ==> if the user remove date string then the current date is used *Correction: Toolbar is realy configurable *Correction: Import of encrypted skrooge files *Correction: Better print when many pages are open *Correction: Missing gsb format in import file selection panel *New feature: Graphs in "Bank and Account" page *New feature: Addition of "Jump to the operation" in contextual menu of "Scheduled operations" page *New feature: Properties can be a copy of a file or a link to an existing file *New feature: In all pages, possibility to hide line by using operator - in "Search" field *New feature: Addition of "Highlight" status on catagories and payees *New feature: In reports, the first columns is resizable and has a tooltip for a better display *New feature: "Expand all" and "Collapse all" in category and bookmark trees *New feature: An option to set a frequency of units download (once a day/week/month) *New feature: Properties associated by drag & drop can be copied or linked (ALT+) *New feature: CTRL+C enables copying of selected cells of tables -- Stephane MANKOWSKI Mon, 15 Aug 2011 18:53:00 +0200 skrooge (0.9.0) *Correction bug 273692: Weird overlay in each dashboard widget *Correction bug 268933: Category editing is tedious and confusing *Correction bug 270207: Cannot enter positive value (credit) for operations in my account *Correction bug 270450: Add a wallet as a distinct account *Correction bug 271529: Add a search box to the Categories tab *Correction bug 271708: Wrong account transfer merging when importing QIF files *Correction bug 272863: Allow to choose which wallet store password in *Correction bug 274777: inconsistency between amounts&nb of operations displayed by modules Tiers, Categories and Operations *Correction bug 274993: Generation of forecast in a report depends on the option "auto-write" *Correction: Error during QIF import if unit is already existing *Correction: Open property file with space *Correction: Selected items always on top in graphs *Correction: Symbol in legend when "Point" is the selected mode of graph *Correction: Skrooge crashes on change of icon for folders in bookmark dock *Correction: Show progress bar only when needed *Correction: Bad values when customized dates are changed in reports *Correction: Better draw of pies in graphs *Correction: "Antialiasing" option in settings panel + automatic refresh of graphs after settings modification *Correction: "find and group transfer" does not work if 2 operations with same date and same amount *Correction: Homebank import supports budgets and scheduled operation *Correction: Change "Context" by "Pages" *Correction: Better computation of forecast period for "Scheduled" and "Budget" modes *Correction: Better performance in advice for scheduled operations *Correction: Better proportion in reports in BUBBLE mode *New feature: Formula is autorized in splitted amount (must start by =) *New feature: Ensure visibility of selected items in graph *New feature: New logo with rupee symbol *New feature: New button to reset internal filter in reports *New feature: Settings for "Reports" to select colors *New feature: Information zone in budget to display budgeted amount based on selected budgets *New feature: New contextual action "New category" on categories *New feature: Balance and balance of the day in account widgets (table, dashboard) *New feature: Merge of an imported operation with a manual operation is now possible even if amounts are different *New feature: Button on "Scheduled operations" to jump to the operation template for edition *New feature: New advice to align scheduled operation amount with the last amount inserted *New feature: New kind of graph "stack of columns" *New feature: New kind of graph (values in % of columns) *New feature: New setting to select the color of outline in reports *New feature: New setting to enable/disable balances computation -- Stephane MANKOWSKI Mon, 06 Jun 2011 14:00:49 +0200 skrooge (0.8.1) *Correction bug 259417: Units: graph unreadable when values are missing for some dates ==> "Show origin" allows to show/hide the origin of the graph for a better display *Correction bug 259416: Report: showing limits, average and tendency does not work in mode "Sum" *Correction bug 259414: Feature request: select previously selected tab when closing a tab *Correction bug 259412: Date chooser field: keyboard shortcuts do not work *Correction bug 257324: No icon for Skrooge in the Gnome menu *Correction bug 261001: Better integration on OS X *Correction bug 261318: Amount field calculator gives too many digits *Correction bug 262511: Wrong widget placement in properties subwindow *Correction bug 263263: Separate field for income and expenditure when importing CSV files *Correction bug 263716: Conversion multiple records to "transfer" type cause all have the same ammount *Correction bug 266703: Window exceeds screen size on Netbook *Correction bug 267442: Support for mt940 files *Correction bug 267773: Skrooge always start maximized *Correction bug 267996: Export CSV not unique identifier *Correction: Bad fullname and cumulative amount on categories after a drag and drop *Correction: Import csv with "sign" column before "amount" *Correction: All items are in "Skrooge" category in "Configure shortcuts" *Correction: No symbol for curves of indexes *Correction: "XX is an old tracker" advice does not give the right result when after 31 december *Correction: GNUCash import creates sometimes "wrong" splits with values close to 0 *Correction: Better initial state for the window (docks, maximized) *Correction: Bookmark of report *Correction: Many small correction in "interest" computation (tooltips, items in combo box, computation, ...) *Correction: Bad unit in "unit" page for units having a unit reference *Correction: Better tooltips in report (usefull for huge report where lines title is not visible) *Correction: Better management of codex for exports *Correction: Bad value when update of transfer is done from target account of the transfer *New feature: Import csv with ' as cote (for "Money Manager Ex" exports) *New feature: Import csv is now possible on file without header *New feature: Import csv supports more than one "category" column *New feature: Import "Money Manager EX" file *New feature: Change icon on bookmarks *New feature: "Open potential duplicates" *New feature: Massive update on budgets *New feature: Delete is more secured. *New feature: Force mode on delete. *New feature: Possibility to change the account of operations even when only operations of one account are displayed (useful for credit card) *New feature: New "Search & Process" panel *New feature: Property dock is able to display all properties *New feature: New "About" panel using KDE 4.6 features *New feature: Better mass update on "account", "payee", "tracker" and "unit" pages *New feature: Possibility to merge accounts by using massive update on name of accounts *New feature: Possibility to merge payees by using massive update on name of payees *New feature: Possibility to merge units by using massive update on name of units *New feature: Possibility to merge categories by using massive update on name of categories *New feature: Timeline in reports *New feature: Some fields are directly editable in view *New feature: Completion for all fields with operators (=upper and =lower for the moment) *New feature: New "stacked area" graph type *New feature: New "bubble" graph type *New feature: New button in "operation" page to freeze/unfreeze all fields with text *New feature: Better zoom widget in contextual menu of reports -- Stephane MANKOWSKI Mon, 14 Mar 2011 15:40:34 +0100 skrooge (0.8.0) *Correction bug 250350: Impossible to update an operation of a closed tracker *Correction bug 250403: Dashboard "Shares & Indexes" shows wrong percentaged variation *Correction bug 250677: Bank account choice do not use the country information *Correction bug 246973: Dashboard should be more customizable *Correction bug 251465: Wrong totals with second currency accounts *Correction bug 252869: Skrooge doesn't import KMM bank names correctly *Correction bug 255133: Skrooge crash on ofx import (With wrong data format. Bug in libOFX) *Correction bug 221207: Budget and forecast for accounts *Correction bug 256214: Skrooge after full screen mode I have only StartPage *Correction bug 257322: Installation doesn't depend from "QCA OSSL plugin for libqca2" (libqca2-plugin-ossl is not optional) *Correction bug 258307: comment from main split operation duplicated *Correction bug 258621: Skrooge crashes when KDE session is closed *Correction: Better dashboard display by using a flow layout *Correction: Bookmark of report having "Columns: -- Nothing --" *Correction: Support of "!type:prices" for QIF import and export *Correction: Better export KMyMoney *Correction: Better detection of double during imports *Correction: Protection again sql injection *Correction: Graph redraw even on hidden tabs *Correction: Crash on selection of a cell when graph is hidden in reports *Correction: Refresh of page in case of reset default state *Correction: Boorkmark of "operation" page in template mode *Correction: In report, hide columns or lines without property *New feature: On reports, average and limits are available if "All values in positive" is used too *New feature: Download of all additional information as properties for units (new setting to activate this mode) *New feature: Skrooge is able to store passwords in KDE wallet (new setting to activate this mode) *New feature: Scheduled operations with warning are in bold in dashboard *New feature: Show/hide properties as a column in tables *New feature: Auto point of imported operations to obtain the expected final balance *New feature: Reorder widget in dashboard by drag & drop *New feature: Floating panel in dashboard to remove or zoom widgets *New feature: Accounts can be merged by drag & drop (useful after an import) *New feature: Units can be merged by drag & drop (useful after an import) *New feature: Automatic import of csv columns as properties based on regular expression *New feature: New report capabilities *New feature: Sub total in reports *New feature: New advice for bank without account *New feature: New icons for banks of South Africa (Thank you David) *New feature: OR operator (+) supported in string filters *New feature: New contextual menu in html pages for export as pdf, odt, image and copy *New feature: Possible to show/hide items in context list *New feature: Forecast based on budgets *New feature: Multi selection in report table and graph *New feature: New "show" button *New feature: Better performances on dashboard *New feature: Better performances on tracker page *New feature: New function on operation: "Merge sub operations" *New feature: New advice for budgets *New feature: Possibility to dismiss kind of advices *New feature: Hide tendency line column -- Stephane MANKOWSKI Mon, 06 Dec 2010 15:31:21 +0100 skrooge (0.7.3) *Correction bug 245847: skrooge 0.7.3: 'pow10' was not declared in this scope *Correction bug 213786: Account balance is not displayed *Correction bug 246178: Dashboard "Income & Expenses" widget counting transfers *Correction bug 246408: Skrooge prints hardcopy *Correction bug 246977: In reports from selected data the date selection should be all data *Correction bug 247445: Linker error in skgbasemodelertest/skgtestnodes.cpp *Correction bug 246976: 'Select all' option in menu edit *Correction bug 249955: No password request after hardware crash *Correction: Better management of print option (collate, nb copy, from, to, last page first) *Correction: Do not authorize creation of operation with "-------" *Correction: In report, capability to create history with of property *Correction: In report, do not allow hiding table or graph by resizing *Correction: Import QIF with !Account section containing more than one account and with D attribute (Thank you Dennis) *New feature: Properties with a 'http' or 'file' url as value can be opened from skrooge (useful to set bank site on an account) *New feature: New daskboard component to know money per bank *New feature: Bookmarks in a menu *New feature: Context in a toolbar (useful for small screen) *New feature: Advice widget in dashboard *New feature: Full screen (useful for small screen) *New feature: Addition of file as property by drag and drop *New feature: Tables are scrolled "bottom" or "top" based on sort order -- Stephane MANKOWSKI Sun, 05 Sep 2010 07:36:37 +0200 skrooge (0.7.2) *Correction bug 237498: Skrooge crash on saving preferences (when system tray is not available) *Correction bug 238087: kAmountEdit widget in Operations plugin isn't properly localized *Correction bug 238477: Cannot open base if partition is full *Correction bug 240600: Skrooge must be able to export as a sqlite database *Correction bug 240640: Skrooge crash after password entered - input file DELETED at failure *Correction bug 234597: Gnucash import issues with two accounts with the same name *Correction bug 240601: Skrooge must be able to export an anonymized file *Correction bug 243738: Import of Gnucash file that has CNY currency fails *Correction bug 245254: Category creation failed on first level *Correction: Drag & drop of categories *Correction: Import skg file with tracker or interest simulation *Correction: No XML export of tables sqlite_sequence and sqlite_stat1 *Correction: Layouts compatible with small screen (1024x768) *Correction: Open right page when click on "Estimated interest" in dashboard applet *New feature: Zoom on tables by using CTRL+wheel *New feature: Search button is "Search & process" page to be able to search operations without creating a rule *New feature: Click on a column in "Search & process" editor removes the column *New feature: CTRL+F opens the "Search & process" panel with a condition based on current selection *New feature: Stability of colors in graph *New feature: Selection of colors in graph (saved and restored) *New feature: "Add property" to add easily properties *New feature: skg files saved on a FTP server can be loaded directly from Skrooge. Save is not possible. *New feature: New "Payee" page *New feature: Merge of payees by drag & drop *New feature: Report plugin is able to display graph based on properties *New feature: Possibility to select icon file for a bank *New feature: Any kind of file as property *New feature: Go home -- Stephane MANKOWSKI Sat, 24 Jul 2010 10:00:00 +0200 skrooge (0.7.1) *Correction bug 233895: Switching account from 1 type to another with multi-sel is modifying the initial balance *Correction bug 233930: QIF address field is not imported *Correction bug 234595: Better handling of category deletion ==> Reparent operations on parent category when a category is removed *Correction bug 234608: Some gnucash notes are lost during import phase *Correction bug 234771: Problem importing ofx file *Correction bug 234845: Bad Account after importing ofx *Correction bug 235689: Cannot localize quotation marks *Correction bug 234596: Customisable date format in operations panel *Correction bug 236753: Search but not process on attribute *Correction: Rename "Import CSV unit..." in "Import currency values..." *Correction: Better management of constraints in data model *Correction: Conflict on categories when importing twice a gnc document *Correction: Conflict on categories when importing twice a xhb document *Correction: Conflict on categories when importing twice a gsb document *Correction: Conflict during property update *Correction: Modification of trackers in splitter operations from "Search and process" *Correction: Transfer when signe + is specified before the value *Correction: Various modifications on "Search & Process" *Correction: Replacement of [%1] by '%1' for localization *Correction: No more direct sqlite prerequisit *New feature: Better performances on "File/New" (first Save is longer) *New feature: Usage of KNewPasswordDialog and KPasswordDialog for password protection *New feature: Applet for dashboard to display tip of the day *New feature: CSV import of splits and transfers *New feature: CSV import is able to oncatenate many attributes in "comment" or "payee" *New feature: CSV import is to import unknown attributes as properties *New feature: Export XML *New feature: "Search & Process" is able to search on properties values *New feature: "Search & Process" is able to update, insert and delete properties (prop='' to delete it) *New feature: All currencies are now available in unit page (Thanks to KCurrencyCode) *New feature: Properties are displayed on tooltips *New feature: Open property picture associated to an object -- Stephane MANKOWSKI Mon, 10 May 2010 15:21:33 +0200 skrooge (0.7.0) *Correction bug 225855: Monthly Report: difference in percentage is wrong *Correction bug 225980: Share download not in primary currency : value not correct *Correction bug 226451: .skg file incorrectly identified as password-protected ==> New document icon to identify encrypted files *Correction bug 228808: Gnucash import: scheduled operation at 0 euros *Correction bug 228904: Gnucash import should not take into account recurrent operation containing loan formulas *Correction bug 230175: Sometimes report plugin resizes Skrooge over the screen size *Correction bug 232937: Search & Process : if a category has no operation yet, it doesn't appear in the possible categories for "update" *Correction wis 228901: Manage Liability accounts (loan, etc...) *Correction wis 197409: There's no way to define initial balance of non-OFX account *Correction wis 224933: A legend in the graphics *Correction wis 224042: Possibility to store several CSV import schemes ==> Implemented by regular expression in automatic mapping. *Correction wis 225818: Change skrooge desktop file description *Correction wis 226963: Export CSV of split operations *Correction wis 228170: Skrooge must be able to import skg file *Correction of forecast computation on scheduled operations *Correction of export of "Initial balance" for QIF and CSV *Correction of import of "Initial balance" for QIF and CSV *Correction of import of "Initial balance" for OFX *Correction: Better error message in case of repository of document is RO *Correction on confirmation message *Correction selection on graph (histogram and stack) *New feature: "Weighted moving average" in reports *New feature: Specific font and color for disabled schedule (nbtime = 0) *New feature: Addition of "First date" and "Last date" in trackers *New feature: Amortization table *New feature: import gnucash document *New feature: import kmymoney document *New feature: import skrooge document (can be used to merge documents) *New feature: import grisbi document *New feature: import homebank document *New feature: export kmymoney document *New feature: export skrooge document (without history) *New feature: possible to create a bookmark even when a bookmark is already selected *New feature: button to clean history (reduce the size of the file) *New feature: all settings in only one file. WARNING: check your settings. *New feature: generic modeler is ready to be used by other applications. *New feature: "5 main variations" in monthly report. *New feature: New key accelerator to enable editor of current page -- Stephane MANKOWSKI Mon, 05 Apr 2010 20:00:00 +0200 skrooge (0.6.0) *Correction wis 215668: Dashboard is too big to be a real dashboard *Correction bug 216520: Incorrect import of a transfer when inside a splitted operation (a splitted operation can not be a transfer) *Correction bug 217896: UK Currency and Date formats displayed for Scheduled Transactions in Dashboard *Correction bug 217743: Configuring Banks and Accounts Section (Bank name update issue) *Correction bug 219791: No progress bar during export QIF *Correction bug 219750: Delete key in split table remove the full line *Correction bug 214508: Provide a balance evolution graph *Correction wis 220659: Option to "Apply rules on to imported operations" automatically after an import *Correction cra 220936: Crash on double click on bookmarks *Correction cra 222340: Freezes after some time *Correction bug 222339: CVS import: problem with decimal point and comma *Correction wis 220663: Selected operations must still visible after a sort modification *Correction wis 223848: make libofx an optional dependency *Correction wis 224676: keyboard shortcut for modify and add operation *Correction wis 209314: key scrolling does not work, and click on a line has odd behaviour *Correction bug 224932: Graphic Report SVG export bug + wish on a legend *Possible to define favorite account *Possible to define favorite search *New gui for search and process *Delete icon on each suboperation line *Compatibility with bespin theme *Do not collapse tree after editing one of its items *More options in "Report" page *New function to delete unused categories *Selection in pages list is now synchronized with current page *New option in contextual menu of report to hide bottom tool bar *Edition of splitted operations by single click *Clean button in operation table is renamed "Clear form" *Better export QIF for investment *Better display on reports (average, min and max are displayed if only one curve is drawn) *Better display on reports (linear regression is displayed if only one curve is drawn) *Option to show/hide average and limits in graph *Selection of year for interets computation *Correction in sum of operation computation when suboperations are selected *Graph proportion adapted to view size *"Account position" is replaced by "Ending balance" *Avoid cpu loop when double click on operation fields on KDE 4.4 *Completion based on substrings *Better import of QIF files when both side of the import do not have exactly the same date *Correction on update category and tracker for transfers *Completion on comments -- Stephane MANKOWSKI Sat, 06 Feb 2010 09:00:00 +0100 skrooge (0.5.5) *Disable some functions on sub-operations *Correction on update of a splitted operation by a split returned by Fast Edition *Correction bug 215995: SQL Error when attempting to display a report in history mode *Correction bug 215754: Invest account is incorrectly imported as current account *Correction bug 214809: Incorrect import of a transfer *Correction bug 214851: Incorrect import of 'investment account' QIF file *Correction bug 216348: Account filters synchronisation problem in the operation HMI *Correction bug 216522: Incorrect import of transfer (twice imported) *Correction bug 216551: Click in blank area make 'date' widget to extend its size *Correction bug 216514: Incorrect import of QIF file when account names are similar *Correction bug 216520: Incorrect import of a transfer when inside a splitted operation (transfer of suboperation is not supported) *Correction crash 215992: Skrooge crash when clicking on "rapport" menu *Correction regression on "Open report" (P0) *Invertion of colors in report (more saturation for new operations) -- Stephane MANKOWSKI Sun, 29 Nov 2009 15:00:00 +0100 skrooge (0.5.4) *Correction bug 211579: Irregular percent value in monthly report amounts in accounts *Correction bug 212313: Can not update a lot of operations *Correction bug 211029: Skrooge should have an better account evolution graphic *Correction bug 213783: Account balance computation is inaccurate *Correction bug 214045: Import CSV date format problem *Correction bug 214097: Can not search on multiple criteria. (OR is not supported) *Correction bug 214157: Impossible to import an ofx file from a directory containing special characters *Correction bug 214462: Does not use primary currency unit when importing, and does not warn on import of splitted operation with multiple currencies *Correction bug 214447: Auto save the open document at closing *Correction bug 214794: Incorrect report of warning when importing QIF file *Correction bug 214809: Incorrect import of a transfer *Correction bug 214849: CSV export from grid is not correct *Correction bug 214904: Can not download a stock/share quotation *Correction bug 214851: Incorrect import of 'investment account' QIF file *Correction bug 215114: Button to customize dashboard *Correction bug 215620: Can not import QIF file with skrooge version SVN 1052520 *Correction bug 215656: History reports are wrong if first date is not selected *Correction bug 215658: Some editors are modified when a bookmark is created *Correction on double click of a template of transfer *Update of both side of a transfer is now possible *Only one fast edition. User is be able to lock some fields before. *Interest can be computed with 360 and 365/366 days method *New splashscreen size *New graph gui with "Quarters", "Semesters", "Weeks" and "Days" *Zoom with CTRL+wheel on graph *Dashboard is automatically launched when a new document is created *Use of graph component in unit page *New button to clean editor in operations page *Correction on scheduled transfers *New report widget for dashboard (all reports can be added to dashboard) *Addition of "Del" shortcut to delete suboperations in split panel *New tooltip on operation status *New function "Open sub operations" to display all sub operations. Useful to filter them. *New function to reconciliate an account from bank page *Better QIF import/export of account type -- Stephane MANKOWSKI Mon, 23 Nov 2009 14:00:00 +0100 skrooge (0.5.3) *Correction bug 209451: Display quantity of each unit *Correction bug 209457: Number of decimal for each unit must be different *Correction bug 209453: Impot must avoid double even when operations are not validated *Correction bug 209529: Unable to reconcile. Delta zero but "Validate checked operations" tick still grayed out *Correction bug 208939: "Search and process" does not work anymore *Correction bug 209610: Skrooge doesn not work if "Maximum undo depth" is 0 *Correction bug 209542: Automatic conversion of schedule *Correction bug 209672: Amount of indexes must be displayed without unit symbol *Correction bug 209705: Importing investments from csv doesn't import the dollar amount of shares purchased *Correction bug 209705: Find&Group is now able to detect share purchase/sale *Correction bug 209702: Need the ability to be able to manually group transfers *Correction bug 209914: executable bits set for skgalarmboardwidget.h *Correction bug 209905: currency import is broken *Correction bug 209912: rpmlint warnings after installation: unused-direct-shlib-dependency *Correction bug 209053: Savings account support request *Correction bug 210946: columns are always resized to content when opening operations tab *Save icon in tab bar to overwrite bookmarks or current context *New dashboard plugin for highlighted operations *New dashboard plugin for estimated interests *"Backward" & "Forward" navigation on pages *New unit "Swedish krona" *New command to open operations modified during last user action (useful after an import or a processing) -- Stephane MANKOWSKI Mon, 19 Oct 2009 12:00:00 +0200 skrooge (0.5.2) *Correction bug 207927: skrooge summary field uncomplete bank account name *Correction bug 208130: 'Import CSV Unit' menu puts data into the 'Operations' tab *Correction bug 208210: Multiple clause research/update in french *Correction bug 208194: Skrooge loose all data on file migration *Correction bug 208040: Error when entering shares information *Correction bug 208459: Skrooge crashes when changing tab *Correction bug 209317: key scrolling very long *Better performance in report by using QTimer *Better performance bank page by using QTimer *New SKGDateEdit with more features *Delivery of default categories and bookmarks for pt. Thanks Caio de Campos Ferreira. *Better performance when opening pages *Correction on monthly report for a better display with dark theme *New widget on dashboard for alarms *SKGDateEdit validation on lose focus *Automatic detection of CSV separator during import -- Stephane MANKOWSKI Sun, 04 Oct 2009 16:00:00 +0200 skrooge (0.5.1) *Correction bug 205471: Impossible to know how to check an operation *Correction bug 205466: Date missing in reports *Correction bug 193426: Ability to create from scratch a "recurrent operation" *Correction bug 203787: Balance should be displayed for each operation in the operation context. Correction done: balance is displayed on tooltip because it is better for performances than in column. *Correction bug 206894: Crash second import CSV *Correction bug 206459: "Search & process" must be able to do complex update *Correction bug 199539: Dashboard must be customisable *Correction bug 207249: rpmlint error: debuginfo-without-sources (including a fix) *Correction bug 207246: rpmlint warning shared-lib-calls-exit /usr/lib64/libskgbasemodeler.so.0.5.0 exit@GLIBC_2.2.5 (for fedora packaging) *Correction bug 207232: skrooge must use kfilterproxysearchline *Correction bug 207274: "Fast edit" behavior must be modifiable by settings *Correction bug 191966: Treeviews collapsed when updated *Correction bug 207672: Align amount values on the right for cleaner views *Correction bug 207713: Display some information after applying a process *Correction bug 200790: Search creation doesn't take not validate predicate *New function to create template of operations *New function to schedule templates *New function to create template from existing operations *Double click on template creates the operation *New shortcut for import *Attribute to define the maximum number of occurrence for scheduled operations *Attribute to define the last occurrence date *A setting allows to create automatically a template when an operation is scheduled *Selection is done on duplicated object after a "Duplicate" *Selection is done on created template after a "Create template" *Correction message in history when an object is deleted *Download button always visible on unit plugin *Infinite symbol when number of occurrences is not checked *Addition of "Custom..." on graph dates *New spash screen *New function to overwrite bookmarks after a modification *Filter capability on "search & process" table *Editors are no more clean when the selection is empty. A second click is needed -- Stephane MANKOWSKI Sun, 20 Sep 2009 00:00:00 +0200 skrooge (0.5.0) *Correction bug 201316: import qif extra tag support *Correction bug 201157: Graphs no longer displayed *Correction bug 201289: Compiler error on GCC 4.1.2 (enum with KDE_EXPORT or similar macro) *Correction bug 201451: qif import other liability account type *Correction bug 201697: Pointed operation can be deleted *Correction bug 201800: Filter issue with number formatting *Correction bug 202167: Payee list should be ordered in a case insensitive way *Correction bug 202341: Combobox lists are not sorted in a locale-aware way *Correction bug 202384: Skrooge always wants to update report bookmarks on exit *Correction bug 202636: Hidden columns are sometimes displayed *Correction bug 203894: Skrooge crashes when launched with --nofork *Correction activation of "Values" button in "Units" page *New password is no more displayed when changed *New function to merge an imported operation with an operation manually entered *New refund icon *New widget for dashboard "Shares and indexes" *Modification titles on "operation" pages to differentiate "operations" and "sub operations" *"sub operations" can be identified by a specific font and color (see settings) *Correction bug: Created search is not selected after creation *Correction performance issue on zoom when antialiasing is enable *Addition of 5 main categories of expenditure in monthly reports *Rename "Bookmark" for operation by "Highlight" *Rename "Trait" by "Process" *Set minimum size for amounts fields *Only one "Import..." command for all supported format. *Support of QFX import *New settings for import CSV *Dashboard is now clickable *Dashboard is modifiable (see contextual menu on each widget) and state can be saved *Addition of "Fast edition" without amount modification. It is useful to modify imported operations *Only one instance of skrooge can be launched. *Imports can be done in command line. Example "skrooge myfile.ofx" with skrooge running *If an invalid expression is entered for the amount, the field is written in red, and the expression is kept to allow correction from the user (previously, 0 was displayed). *"New tab" is now managed by Ctrl+Shift+T *Popup to ask if you want to save current state of pages. *Bookmark storage is no more dependant of language translation -- Stephane MANKOWSKI Fri, 28 Aug 2009 21:00:00 +0200 skrooge (0.3.0) *Correction bug 191970: Attach receipts (images) to transactions *Addition of "Trackers" for lines in report *Correction bug 195254: Do not allow to link operations to a closed tracker *Correction bug 195026: A setting must allow to clean history when the application is [saved] *Correction bug 194826: End user must be to validate an import *Correction bug 196444: Can not validate reconciliation (delta = -0.00) *Correction bug 196745: Categories are not added to a split operation *Correction bug 197287: Add backup file management *Correction bug 197288: Manage working document copy *Correction bug 197835: Reconciliation mode : currency problem *Correction bug 198077: Comments do not appear in every Operations windows *Correction bug 198583: foreign currency accounts should display in their native currency in dashboard. *Correction bug 198786: Categories are not easily read *Correction bug 199196: build error in skgbankgui *Correction bug 199543: Splash screen display must be defined by settings *After an import, skrooge is able to execute some rules to clean imported operations *Correction in dashboard *Addition of "Reset state" on tabs to reset default state of plugins *Most important category and refund are displayed for split operations *Display detail of selected operations in information area of "operation" page *Main tab position can be selected in settings -- Stephane MANKOWSKI Sat, 11 Jul 2009 16:00:00 +0200 skrooge (0.2.9) *Correction bug 2787146: Single click on bookmarks *Correction bug 191972: Selection is not well kept *Correction bug 191975: Add Labels for X values in histograms and stack reports *Correction bug 191968: Information string on top of page is too long (no word wrap) *Correction bug 192687: fonts too large on report *Correction bug 192832: Do not take amount sign into account for transfers *Correction bug 191967: Skrooge must be able to display an history global and for each account. *Correction bug 193423: context list scrolls down only after 8 mouse molette rotation *Correction bug 193431: "recurrent operation" trigger can not be set on D day *Correction bug 193421: bugs to be registered via bug database (not email) *Correction bug 194650: Fast edit must work on Tracker attribute *Correction bug 194765: Number of operations by account must be displayed in bank plugin *Addition of bank icon on account combo boxes *Addition of Canadian dollar *Addition of one more view (based on selection) in operation plugin *Better managment of dependency between units *New settings on unit download *Skrooge tries to find the most adapted account during import file without account information inside *Update of nls part of data model when language is changed *"Open report" on an element of a report open a new report with exactly same settings than first one *Addition of "scheduled operations" in dashboard plugin *New operation editor *Better management of messages in status bar *New editor in unit plugin *Middle click is able to open new page from context or bookmarks -- Stephane MANKOWSKI Sun, 31 May 2009 23:00:00 +0200 skrooge (0.2.8) *Correction bug 2782399 :Skrooge must create a backup file *Correction bug 2783111 :Typo *Correction bug 2515571 :New plugin to follow refunds *Correction bug 2785938 :Single click *Correction bug 2786183 :Load standard categories? *Correction bug 2682777 :Label are not well placed *Correction bug 2579926 :Improve category plugin performances *Correction bug 2665265 :Edit names directly in treeview *Correction for amount comparison in validation mode *Correction import ofx when bankid is empty in ofx file *Correction mime type for KDE4 *Better performances on open document with password required -- Stephane MANKOWSKI Mon, 04 May 2009 15:00:00 +0200 skrooge (0.2.7) *Correction bug 2513827 :global print function *Correction bug 2692667 :Automatic icon resize is driven by bookmarks only *Correction bug 2714592 :Skrooge must be able to manage properties on all objects *Correction bug 2733958 :Auto hide *Correction bug 2747379 :Only allow to "pre-check" operations *Correction bug 2750464 :Impossible to update the date of a split operation *Correction bug 2778333 :Enhance hidden panels discoverability *Correction bug 2777697 :bookmark modifications are not kept when closing skrooge *Old method to split an operation is no more available *"Undo document" is no more in toolbar by default *Remove useless icons from tool bar *When "Save" is clicked in a new document, automatically interpret it as "Save as" *New menu with shortcuts to open pages *Better automatic linear scale in reports -- Stephane MANKOWSKI Mon, 27 Apr 2009 15:00:00 +0200 skrooge (0.2.6) *Correction bug 2692651 :antialias on graphs *Correction bug 2692665 :Wrong currency label in stock tab *Correction bug 2692605 :Title of a report for a selection contains only ",,,," *Correction bug 2692648 :New dialog box on exit *Correction bug 2692664 :add support for split & grouped operations in fast edition *Correction bug 2692656 :More details on recurrent operations view *Correction bug 2645610 :Bad performance on "find transfers" *Correction bug 2692681 :Reconciliate mode in operations view *Correction bug 2706987 :no report generated *Correction bug 2716734 :Better category & unit creation during operation creation *Correction bug 2720760 :Popup messages are displayed twice -- Stephane MANKOWSKI Sun, 29 Mar 2009 20:00:00 +0200 skrooge (0.2.5) *Correction bug 2664613 :Not possible to show a column without reseting all *Correction bug 2633375 :2 columns for quantity *Correction bug 2674862 :Bad performances on undo/redo for categories *Correction bug 2675606 :Bookmark reorder doesn't work *Correction bug 2685241 :Add postive sign in amount field for positive operations *Correction bug 2685236 :Option to ask again if modified bookmark should be saved *Correction bug 2685270 :Impossible to modify comment on operation and sub operations *Correction bug 2687115 :filter value is not save whan bookmark a report *Correction bug 2685335 :Pie like in firelight *Debug plugin is able to do a "EXPLAIN QUERY PLAN" *Path for bash is not more hardcoded in script for BSD compatibily -- Stephane MANKOWSKI Mon, 16 Mar 2009 14:00:00 +0100 skrooge (0.2.4) *Correction bug 2608762 :Cannot create a bookmark folder if no bookmark exist yet *Correction bug 2633444 :Add "import std categories" in import menu *Correction bug 2638120 :Unable to import cvs or qif from "la banque postale (fr) *Correction bug 2564982 :Creation of default bookmark *Correction bug 2640959 :Impossible to import OFX file -- Stephane MANKOWSKI Mon, 02 Mar 2009 20:00:00 +0100 skrooge (0.2.3) *Correction bug 2608762 :Creation of category branch in one shoot *Correction bug 2608768 :Crash in category creation *Correction bug 2586878 :skrooge crashes if category too deep *Correction bug 2446175 :better split operations *Correction bug :sum column always displays 0 in category page *Addition of comment on suboperations *Better performances to compute next values for operation numbers *Icon in system tray *"export SKGTRACESQL=xxx" is able to trace all sql order taking more than xxx ms -- Stephane MANKOWSKI Mon, 23 Feb 2009 21:51:12 +0100 skrooge (0.2.2) *Correction bug 2556346 :README should list kdesdk-scripts as buildtime dependency *Correction bug 2556406 :Pound sterling missing in currency list, difficult to add *Correction bug 2556340 :CMakeLists should use correct libraries and check for Sqlite (Thank you lindevel for the patch) *Correction bug 2555861 :"make package_source" contains too many files *Correction bug 2557366 :Wrong password *Correction bug 2556381 :Impossible to change negative quantities into positive ones? *Correction bug 2530932 :Better autostart bookmarks management -- Stephane MANKOWSKI Wed, 11 Feb 2009 21:51:12 +0100 skrooge (0.2.1) *Correction bug 2517386 :Move of category is not done *Correction bug 2519334 :Smooth scolling in category view *Correction bug 2517388 :Selection must be set on created operation *Correction bug 2519847 :Duplicate operation *Correction bug 2520516 :Security of skg file *Correction bug 2545021 :compilation fails because po/listFiles.sh is not executable *Correction bug 2549911 :Import standard categories *Correction bug 2526148 :Double click on graph in report *Correction bug 2520530 :KToolBarPopupAction for undo/redo *Addition of icon for stocks *Bookmark can be deleted from contextual menu *Icons are resized relative to list width -- Stephane MANKOWSKI Sun, 01 Feb 2009 20:00:00 +0100 skrooge (0.2.0) *Correction bug 2489823 :automatically remember changes on columns for bookmarks *Correction bug 2487934 :Specific Column for "scheduled" icon *Correction bug 2487866 :deselect lines in table views *Correction bug 2487981 :add a column for total of operations including subcategories *Monthly report is now base on QWebView and contain google graph *Addition of exports in report tables (TXT, CSV) *Report can be opened from bank, operation or unit page *Report can be opened from report *Better graph *Addition of print *Long transaction can be interrupted *Better warning message with history -- Stephane MANKOWSKI Mon, 19 Jan 2009 20:00:00 +0100 skrooge (0.1.9) *Better contextual menu on tables *New feature in monthly report *Better performances for monthy report generation *Better graphics in report plugin *Addition of exports in all tables *Addition of exports in report graphs (PDF, SVG, picture) -- Stephane MANKOWSKI Sat, 03 Jan 2009 20:00:00 +0100 skrooge (0.1.8) *Correction bug 2299303 :Calcul de balance erroné *Correction bug 2446162 :Distinction for future operations *Correction bug 2446184 :Reduce spacing between rows *Correction bug 2256687 :No more icon in application menu *Correction crach in qtdesigner due to SKGTableView *Addition "open bookmarks" to display all bookmarked operations *Addition of sale of stocks *Addition of "split of stock" -- Stephane MANKOWSKI Tue, 22 Dec 2009 20:00:00 +0100 skrooge (0.1.7) *Correction bug 2385144 :Unexpected display of unit in operations list *Correction bug 2390926 :Problem with Action/$/€ *Correction bug 2390747 :Operations transferred not found *Correction bug 2384834 :Multi-Selection and Ctrl-P does not work *Correction bug 2311993 :Difference between operation and valuation not done *Correction bug 2385059 :Possibility to remove (modify) buggy unit value *Correction bug: Inversion year(s) and day(s) in recurrent operations *Correction wrong mapping on all table when column are reordered *Correction request 2379612: categories edition & creation *Selection is now kept after modifications *New "Monthly report" plugin *Computation of RIB key *Addition contextual menu on all table *Addition contextual menu on tabs *Addition of short date in tooltip on fancy date *Addition of smooth scrolling in table views *Addition of indexes (CAC 40, NASDAQ, ...) in data model -- Stephane MANKOWSKI Tue, 15 Dec 2009 20:00:00 +0100 skrooge (0.1.6) *Support of import unit values in CSV format like: date;value 01/01/2008;50 03/03/2008;60 *Correction bug 2340201 :crash on QIF export *Correction bug in import if 2 operations with same attributes (date, amount, ...) *Correction concerning performance issue in all tables *Correction bug 2299354 :Ability to change and memorize column width *Columns can be switched in "auto resize" mode *Correction bug 2298982 :An account shall have a currency *Preferred table's organisation can be save as default *Better organisation of pies in report plugin -- Stephane MANKOWSKI Tue, 01 Dec 2009 20:00:00 +0100 skrooge (0.1.5) *Correction bug 2307068: Incorrect import of QIF file *Columns order is now saved in bookmark for operation, account, recurrent operations and unit plugins *Sort is now saved in bookmark for operation, account, recurrent operations and unit plugins *Correction bug 2327676: Many import QIF correction *Columns can be show or hidden (see contextual menu) and this state is saved in bookmarks *Better performances (x100) in report. *Correction bug 2316459: skrooge does not support out-of-source build *Correction bug 2298621: Unable to delete a "principal currency". ==> It is now possible to delete a unit except if this unit is already used by at least one operation *Correction bug 2326576: Field empty by default *Correction bug 2306914: "Tip of the day" dialog can not be removed -- Stephane MANKOWSKI Tue, 24 Nov 2009 20:00:00 +0100 skrooge (0.1.4) *New icons *Bookmarks folders are opened sorted and focus is set on the first one *Correction (inversion sign of operations) in transfer creation *Buy stock is now possible *Correction bug 2298773: Unit and amount are not aligned *Correction bug 2298674: Montant en EUR même si unité EUR n'existe pas *Correction bug 2298471: Unable to change type of a unit *Correction bug 2299384: File/Close closes the current page *Correction bug 2299524 *Correction bug 2299519: "Mode" should not be mandatory *Optimisation in open "operation" pages *Correction bug 2299600: Values of a unit are not sorted out *Correction bug 2299947: Unit can not be used if no symbol is defined ==> Symbol is now mandatory *Correction bug 2301337 *Correction bug 2300013:Une ventilation est une catégorie *Correction bug 2278703:Zoom fit when opening report tab *Comment on account *Tab name is now set with the name of the bookmark -- Stephane MANKOWSKI Tue, 17 Nov 2009 20:00:00 +0100 skrooge (0.1.3) *Vertical alignment in all views *Detection of the sign of an operation (during creation) based on category *Average in report *Sum column is now displayed only if more than one column is displayed in report plugin *Correction bug in report when sort is set on last column and the report is refreshed with less columns *Correction abend on delete *Modeler is now able to store messages on transaction. *Display messages by notification *Addition of recurrent operations (creation, update, delete, automatic insertion, warn, ...) *Correction in duplication of recurrent operations: Now, status, bookmark, importation id are not duplicated *Correction on optimisation of undo/redo transaction: optimisation removed :-) *Multi selection is supported by recurrent operations creation icon *Massive update on recurrent operation *Implementation enhancement 2272115 concerning calculator behavior *Correction update of split operations *Set default order in all tables *Sort bookmark by drag and drop -- Stephane MANKOWSKI Sat, 14 Nov 2009 20:00:00 +0100 skrooge (0.1.2) *Support of categories in QIF import *Support of csv file with empty lines *Support of categories in QIF export *Correction bug 2229770: automatic erase of duplicated operations *New design for operation and account plugin *Addition of first draft of recurrent operations -- Stephane MANKOWSKI Tue, 10 Nov 2009 20:00:00 +0100 skrooge (0.1.1) *Optimisation widget refresh after a huge QIF import *Optimisation performance of QIF export *Optimisation performance of CSV export *Optimisation performance of "find and Group transfers" *Addition of "Close", "Close All" and "Close All Other" to manage pages *Correction on download unit *Addition of the name of the file in the title of the man window *Addition of sort in report plugin -- Stephane MANKOWSKI Tue, 03 Nov 2009 20:00:00 +0100 skrooge (0.1.0) * QIF import/export * CSV import/export * Basic graphs * Several tabs to help you organize your work * Infinite undo/redo (even after the file was closed !) * Instant filtering on operations * Infinite levels of categories -- Stephane MANKOWSKI Mon, 02 Nov 2009 20:08:00 +0100 diff --git a/doc/index.docbook b/doc/index.docbook index aa8edea0a..075e00337 100644 --- a/doc/index.docbook +++ b/doc/index.docbook @@ -1,2776 +1,2969 @@ Skrooge'> ]> The &skrooge; Handbook Stéphane MANKOWSKI
stephane@mankowski.fr
 Guillaume DE BURE
guillaume.debure@gmail.com
 Developer 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 Stéphane MANKOWSKI Guillaume DE BURE &FDLNotice; 2020-04-11 &skrooge; 2.22.1 This document is a handbook for using &skrooge;, a personal finances manager application. KDE extragear office skrooge personal finances Introduction &skrooge; &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 edition, search as you type, refund trackers, customizable attributes... &skrooge; displaying pie charts of expenses per category &skrooge; displaying pie charts of expenses per category What &skrooge; Is &skrooge; is an Open Source personal finances manager built on &kde; frameworks. It is intended to be used by individuals who want to keep track of their incomes, expenses and investments. What &skrooge; Is Not &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. If you were looking for such a tool, you may want to look at Kmymoney or Kraft instead. Terminology Document A document is a &skrooge; file (extension .skg). It can contain an indefinite number of accounts. You can use one document to manage all your accounts at once. Account 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 operation, and indicate the account this operation was made on. Operation 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;. 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". Transfer 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 you import 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. - Note that it is possible to automatically validate operations on import, by turning on the corresponding option in the settings. + 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. 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. &skrooge; then turns all Pointed operations into Checked Operations, which display a filled square in the Status column of an operations view. Category 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. Unit A unit in &skrooge; can be anything that has a value. Examples: Currency $ (US Dollar) € (euro) £ (Sterling Pound) Stock or index GOOG (Google) NASDAQ Anything you own Your house Your car Main concepts User Interface The &skrooge; window is composed of a main area, surrounded by docks, and a status bar. Docks can be closed and reopened, and positioned left or right of the main area. The main area This is where &skrooge; will display the information you are interested in. It can contain many tabs, each one with the view you assigned to it. Docks Docks can be found in many &kde; applications. They are a subpart of an application window, and can be relocated, stacked, closed, or even detached from the main window. Some examples of docks layout: &skrooge; docks are: The page chooser The bookmark list The undo / redo browser The property editor The messages list Page Chooser 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.You can customize this list by using the contextual menu on this list. The page chooser Each context will be described in a specific chapter in this handbook. Bookmarks 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. 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: The bookmarks browser To create a bookmark, select a page from the page chooser you want to bookmark, and customize its content to your liking. Once you are done with that, in the Bookmarks dock, bring up the contextual menu, and select Bookmark current page. 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. You can select the text and icon you want for each bookmark or bookmark folder. Undo / Redo - &skrooge; manages undo/redo in a rather classic fashion, except that you can undo or redo any action, even if it was made several days ago. As per default settings, the history is not cleared upon closing &skrooge; (you can change this behaviour in the settings), which means you could undo virtually everything up to the document creation. + &skrooge; manages undo/redo in a rather classic fashion, except that you can undo or redo any action, even if it was made several days ago. As per default settings, the history is not cleared upon closing &skrooge; (you can change this behaviour in the settings), which means you could undo virtually everything up to the document creation. - In order to limit the impact on filesize, &skrooge; is configured by default to keep a history of 50 entries. You can change this value in the settings. + In order to limit the impact on filesize, &skrooge; is configured by default to keep a history of 50 entries. You can change this value in the settings. &skrooge; has a dock that lists all undoable actions. The history browser The history browser shows three columns: an icon showing the state of the action. A yellow counter clockwise arrow means the action is undoable. A green clockwise icon means the action is redoable. the description of the action the date when the action was made a disk icon means this action corresponds to a saved state, &ie; the document was saved right after this action. To undo an undoable operation, or redo a redoable operation, double click on it. Property Editor 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. This can be achieved using the property editor, which is a dock of its own. The property editor, with an attachment 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. A property can be: A simple string 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 link to an existing file whatever the format (odt, png, pdf, ...). It means that the file is not copied into the &skrooge; document but just linked. This file can be opened from &skrooge; by clicking on the appropriate button. A link to an http page. Example: the website of your bank. Added properties can be displayed as a column on tables Message list This dock allows you to see all messages displayed. The messages list Each context will be described in a specific chapter in this handbook. Multiple Tabs &skrooge; showing several tabs &skrooge; can display several tabs. You can add as many tabs as you want, each one containing the information you need. The above screenshot shows 4 tabs (accounts, operations, and two graphs). Edition Panels In most &skrooge; tabs, the way to edit items is to use the edition panel, located at the bottom of the page. In order to preserve maximum space for visualizing information, especially on small screens, edition panels can be hidden or displayed using buttons. Buttons for showing or hiding Operations edition panels. When more than one edition mode is available, several buttons allow choosing amongst them. In the above screenshot, there are four buttons allowing to choose the edition mode for Operations, "Standard", "Split", "Transfer" and "Shares". All numerical fields are interpreted. It means that you can enter mathematical expressions like this: 5*3+10 5*(3+10) Math.sin(10) Tables In &skrooge;, all tables are customizable. Bring up the contextual menu (usually by right-clicking) on the column header, and you will see a menu appear: Customizing a table Columns Customize the columns appearance. View Appearance Use a predefined set of columns. The "default" column usually shows all columns. Other predefined sets may exist on a per table basis. Resize to Content Resize all columns to fit to the content. Auto Resize When activated, you will not be able to manually resize columns, &skrooge; will do it automatically based on the columns content. List of displayed columns Shows the list of all columns that can be displayed for this table. The ones currently displayed are ticked. Untick to hide a column, tick to show. The added properties can be selected to be displayed as a column. Group by Choose how to group the lines. None No grouping. Sorting column The lines will be grouped by the column where the sort is applied. List of columns Shows the list of all columns that can be used for grouping. Alternate row colors Alternate the colors used for each row. The colors used are based on the chosen &kde; color scheme. Export Export the table as a stand-alone file. Supported formats are pdf, csv, html, SVG, odt or txt. You may also click on a header to choose the sorting column, or reorder columns by dragging them left or right. Filter the table Show table menu In all &skrooge; views, you will find a "Show" drop down menu allowing you to limit what the table displays. Search as you type Search field In all &skrooge; views, you will find a search field that filters the table to only display lines matching what you type: In an operations view, it will filter the operations containing the text entered, whatever the column (date, payee, category, comment...) In an accounts view, it will filter the accounts containing the text entered, whatever the column (bank, account name, number...) In a report view, it will redraw the graph based on this filter In a... well, you get the idea, right? The filtering string follows these rules: Searching is case-insensitive. So table, Table and TABLE are all the same. 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). If you want to add (logical operator OR) some lines, you must prefix your word by "+". If you want to remove (logical operator NOT) some lines, you must prefix your word by "-". If you want to search only on one column, you must prefix your word by the column name, like: col1:word. If you want to use the character ":" in value, you must specify the column name, like: col1:value:rest. 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". You can also use operator "<" and ">". Some examples may help explain: +val1 +val2 => Keep lines containing val1 OR val2 +val1 -val2 => Keep lines containing val1 but NOT val2 "abc def" => Keep lines containing the sentence "abc def" "-att:abc def" => Remove lines having a column name starting by att and containing "abc def" abc:def => Keep lines having a column name starting by abc and containing def :abc:def => Keep lines containing "abc:def" Date>2015-03-01 => Keep lines where Date attribute is greater than 2015-03-01 Amount<10 =>Keep lines where Amount attribute is less than 10 Save Customized Content As explained in the previous chapter, 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. Save page state 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 Dashboard 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. 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 Save page state. If you want to keep more than one state for a page then you must use bookmarks. Contextual menu on tabs A faster way is to click on the disk icon that appears on the left of the tab title whenever you modified the default state in a tab. Mass Update In &skrooge;, it is possible to massively update a selection of items. Though mostly useful for operations, it can also be used on accounts, units, scheduled operations... 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 Apply. For all attributes where you didn't set a value, it will be left untouched on items. Set mode as "Credit Card" and payee as "ACME" on selected operations. Updated operations. It is intentionally impossible to set date or quantity with a mass update Status Bar The status bar is a small section at the bottom of the &skrooge; window, displaying various information as you work. It includes a progress bar and a cancel button, in case you want to interrupt a long task, such as importing a large file. The &skrooge; progress bar Import Files &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. Supported File Formats One the following formats may be used: AFB120: A French norm. 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. GnuCash: Format of the GnuCash application. If you want to migrate from this application, this is the recommended format to use. Grisbi: Format of the Grisbi application. If you want to migrate from this application, this is the recommended format to use. Homebank: Format of the Homebank application. If you want to migrate from this application, this is the recommended format to use. Kmymoney: Format of the Kmymoney application. If you want to migrate from this application, this is the recommended format to use. MT940: An international norm defined by SWIFT. &Microsoft; Money: Format of the &Microsoft; Money application. If you want to migrate from this application, this is the recommended format to use. 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. 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. QFX: QFX is a customization of OFX from the commercial software Quicken. QIF: Quicken 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. IIF: Intuit Interchange Format is used by QuickBooks. SKG: This is useful to merge 2 &skrooge; documents &PDF;: This allows to create the operation from a &PDF; invoice. The invoice is also associated to the operation as a property. Read the How to if you want to know how to extract information from an invoice not supported yet. Backend: &skrooge; can also import operations by using a backend. For the moment, the three following backends can be used: - weboob: By using this backend you can import all operations from all your banks in only one click. For that, you just have to install weboob and activate the corresponding backend from settings. - weboob_coming: 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 activate and activate the corresponding backend from settings. + weboob: By using this backend you can import all operations from all your banks in only one click. For that, you just have to install weboob and activate the corresponding backend from settings. + weboob_coming: 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 activate and activate the corresponding backend from settings. aqbanking: 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 aqbanking-cli. If you do not want to store your bank passwords in the configuration file of WEBOOB, you can do that: Add passwords for each bank by doing kwallet-query -f Weboob kdewallet -w m_bank_name Edit the file ~/.config/weboob/backends in your favorite text editor Replace in the config file password = my_password by password = `kwallet-query -f Weboob kdewallet -r m_bank_name ` CSV Specificities 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". - You may manually define how the file is set up (&ie; ignoring the headers in the file) by setting them in the application's settings (Settings Configure &skrooge;), in the Import / Export section. + You may manually define how the file is set up (&ie; ignoring the headers in the file) by setting them in the application's settings (Settings Configure &skrooge;), in the Import / Export section. Importing Operations 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 FileImport, 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. Account 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. 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. 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 mass update, or use Search & Process to associate imported operations to an existing account. Unit If no unit is specified in the imported file (which is often the case for QIF & CSV), &skrooge; will assume the unit is your primary currency. If this was not the case, use the Search & Process function to correct. Date - Sometimes, the input files will not have dates formatted as per your country's customs (it may happen in QIF or CSV, OFX has an imposed date format). &skrooge; will do its best to detect the format. If this doesn't work as expected, you can force the date format in the application's settings. + Sometimes, the input files will not have dates formatted as per your country's customs (it may happen in QIF or CSV, OFX has an imposed date format). &skrooge; will do its best to detect the format. If this doesn't work as expected, you can force the date format in the application's settings. Import Status - 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 settings, those operations will also appear in blue. - If you do not want this behaviour, you can set the option Automatic Validation after Import in the application's settings. + 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 settings, those operations will also appear in blue. + If you do not want this behaviour, you can set the option Automatic Validation after Import in the application's settings. The Search & Process function can be automatically launched after import to categorize operations. Merge operations after import There are some cases where you have manually entered an operation, but also imported it from your bank. In such cases, the operation will appear twice in the list. You may merge these two operations by selecting them, and select Merge imported operations in the contextual menu. This will add all information you manually entered to the imported operation, and will delete the manually entered operation. Export There are different ways of exporting data with &skrooge; depending on what you intend to do. Export all your data in one file Using the menu File Export, a CSV, QIF, JSON, Kmymoney, Ledger, IIF, Sqlite, Sqlcipher or &XML; file will be created, containing all operations in the current document. This is the option to choose if you need to export your data to another application. Export partially your data in one file If you select some accounts or some operations before using the menu File Export, 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. Export a specific table All tables in &skrooge; can be exported, either in CSV, &HTML;, ODT, &PDF;, SVG or TXT format. This works wherever a table is displayed, so you can use it to export whatever tabular information you need. Export Graph &skrooge; allows you exporting a graph, 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 Export option. Using &skrooge; (beginner) The main menu &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 this help section. Below, you can find descriptions for &skrooge; specific menu entries. The File Menu You can find in this menu all functions relative to the &skrooge; document Change password...: To change the password. Let the field empty to remove the password Print...: To print the open pages Print preview: To display the preview before printing Import: To import data. Import standard bookmarks: To import the standard bookmarks. They are created at the creation of a new document Import categories: To import a set of predefined categories. This option depends of your country Import: To import operation from files Import with backend: To import operations with all declared backends Import currency values...: To import currency values from files. Of course, the csv file must have the three columns (unit, date and amount). Import rules...: To import Search and process rules to associate a category to a payee. Of course, the csv file must have the two columns (payee and category). Export...: To export operations into a file The Edit Menu You can find in this menu all functions that can be used to modify selected objects Undo: Cancel the previous modification done Redo: Reapply the previous modification canceled Revert document: Cancel the previous modifications done up to the last save Delete: Delete the selected objects (operations, accounts, categories, ...) Add property: Add a property regularly used on the selected objects Select all: Select all lines of the table of the current page Fast edit: Facilitation the creation of new operations by filling fields automatically based on previous operations created Find...: Open the Search and process page with a predefined filter corresponding to the selected objects Switch highlight: Switch the highlight state of objects Switch close: Switch the close state of objects Reconcile...: Open the Operations page in reconciliation mode Point: Point the selected operations - Group operations: Group the selected operations + Group operations: 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 not grouped operations Ungroup operations: Ungroup the selected operations Duplicate: Duplicate the selected operation to create a new one from a previous one Create template: Create a template from a selected operation Apply template: Apply a template on selected operations Merge sub operations: Merge selected operations in one split operation Schedule: Schedule the selected operation Switch validation of imported operations: Validate all selected imported operations Merge imported operations: Merge one imported operation with another operation entered manually. If amounts are different then a confirmation is requested Split share: Split selected share The View Menu You can find in this menu all functions relative to pages Enable editor: Activate the editor on the current page New tab: Open a new tab Reopen last closed page: Recover the last closed page Close: Close the current page Close All: Close all pages except pinned ones Close All Other: Close all pages except the current one and the pinned ones Pin this page: Set the current page pinned. This will avoid replacement by another one or closure Reset page state: Reset the status of the current page Save page state: Save the status of the current page Overwrite bookmark state: Save the status of the current bookmarked page. The bookmark is updated with the new state The Go Menu You can find in this menu all functions relative to pages Home: Close all pages and reopen all bookmarks autostarted like when the document is opened Previous: Change the content of the current page with the content of the previous one. Like in a web browser Next: Change the content of the current page with the content of the next one. Like in a web browser Open highlights...: Open highlighted operations Open last modified...: Open operations modified by the last action done Open potential duplicates...: Open operations opens a page with operations having same amounts and same dates Open sub operations...: Open sub operations of the selected operation. Similar to a double click Open report...: Open a report based on the selection. This is really useful. For example: if you select 2 accounts and launch this action then the report page will be opened but only for operations of those accounts Open imported operations not yet validated...: nothing to add Open operations without category...: Open all operations not having a category Open transfers without category...: Open all transfers not having a category Open operations without payee...: Open all operations not having a payee Open transfers without payee...: Open all transfers not having a payee Open operations without mode...: Open all operations not having a mode Open operations with dates not aligned...: Open all single operations not having the date aligned with its sub operation Open operations with comments not aligned...: Open all single operations not having the comment aligned with its sub operation Open operations in groups with only one operation...: Open all single operations alone in a group Open very old operations: nothing to add The Tools Menu Find and group transfers: Create potential transfers Clean bank's import: Clean operations after imports Anonymize: Anonymize your document to help debugging of &skrooge; Align comment of suboperations: Correct single operations having comments not aligned Align date of suboperations: Correct single operations having dates not aligned Remove groups with only one operation: Correct alone in a group Delete unused payees: nothing to add Delete unused categories: nothing to add Delete unused units: nothing to add Validate operations that do not require further action: Validate imported operations Process budget rules: Recompute the budgets based on defined rules - + + The Settings Menu + + + + + + + + Show Menubar: To show or hide the menu + Toolbars Shown: To show or hide the toolbars + Show Statusbar: To show or hide the status bar + Configure Keyboard Shortcuts...: To change the shortcuts of each command + Configure Toolbars...: To modify the toolbars layouts + Configure Notifications...: To modify the notifications + Configure &skrooge;...: To access to the main settings of &skrooge; + + Dashboard The Dashboard is a &skrooge; plugin that displays global information about your financial situation. 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. Combined with bookmarks, this is a good way to have quick different views of your financial status. Advice This graphical item displays some advice by order of priority. For each of them, you will be able to: Open or clean concerned operations Dismiss this advice Dismiss this advice for the current month Dismiss this kind of advice Dismiss this kind of advice for the current month Tip of the day Display the tip of the day. You can click on the graphical item to see the next tip. Accounts (Light) Display the balance of each account and type of account. You can configure this graphical item to select what you want to see. Accounts (Full) Display the balance of each account and type of account. The balance can be compared with the balance one month before and one year before. Banks (Light) Display the balance of each bank. The corresponding report can be directly opened from the graphical item. Banks (Full) Display the balance of each bank. The balance can be compared with the balance one month before and one year before. Income & Expenditure Display the incomes, expenditures and savings for two different periods (example: current month, current year, previous month, ...). Of course, you can: Select the two periods you want Choose if transfers are taken into account or not Choose if tracked operations are taken into account or not Open the corresponding report Highlighted operations Display the list of highlighted operations. Scheduled operations Display the list of scheduled operations. 5 main categories of expenditure Display the 5 main categories of expenditure for the desired period. 5 main variations Display the 5 main variations of income and expenditure for the desired period. Budget Display the budget for the desired period. Alarms Display the alarms defined in Search and Process. Report Display the report you want. Quotes Display the quote of the defined units and the variations. You can choose the types of units to display. Portfolio Display all information relative to the shares you have. Estimated interest Display the estimation of interest for each account. You have to use the simulation page to define the rate of each account. Personal financial score Display your personal financial score. Bank & Accounts This is the plugin dedicated to managing your different accounts. The Bank & Accounts view Account properties A &skrooge; account has the following properties: Bank You may choose a bank from the drop down box (containing the list of known banks for your country), or type the name if your bank is not in the list (If the list is empty, the &skrooge; team has not yet been provided this information. You may contact us to help!). Account The name you want to use for this account. Type The account type can be Current Credit Card: This kind of account has a specific reconciliation mode. Saving Investment Assets Loan: The transfers to this kind of account are not taken into account in reports. Pension Wallet: This kind of account does not have bank name. Other Bank Number The identification number of your bank Agency Number The identification number of the agency Account Number The identification number of the account. This value is very important to match the appropriate account during imports Address The address of the agency Comment Anything you want ! Initial balance The initial amount of the account Minimum limit The minimum limit when &skrooge; must raise an alarm Maximum limit The maximum limit when &skrooge; must raise an alarm Accounts list The accounts list takes the form of a table with one line per account. In addition to the properties you defined for this account, &skrooge; displays the following columns: Amount The amount available on the account, considering all operations registered, whether they are validated or not. Checked The amount of all validated operations. This should be equal to the amount written on your last account's position from your bank. Foreseen The difference between the two previous columns Number of operations The total number of operations made on this account As with all &skrooge; list views, you can fully customize the table appearance. Create an Account The account creation is done using the edition panel below the accounts list. To create an account, enter its attributes (the mandatory ones are in bold), and click on Add. &skrooge; 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. Modify an Account To modify an account, select it, modify its attributes, and click on "Modify" Delete Accounts To delete accounts, select them and either press Delete on the keyboard, use the contextual menu, or use the icon in the toolbar. Upon deleting an account, all operations belonging to this account will also be deleted ! (But you can always undo the deletion) Operations 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;. In order to enter operations, you need to have at least one account created. The operations view Operation Properties Account The account the operation is made on. Select it from the list of existing accounts. Date The date when the operation was made. A calendar is accessible using the down arrow right of the field. Amount The amount is how much you spent or earned with this operation. &skrooge; requires you enter this in two separate fields: Quantity, and Unit. 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. If the sign of the quantity is not specified, then &skrooge; will use the category to find the most appropriate one. &skrooge; requires you to enter the unit 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. Payee Who did you pay this to, or who gave you the money. Mode What was the payment mode used for this operation. Something in the line of Credit Card, Cheque, Deposit... You name it ! Associated with the operation mode, is an optional number. It is mostly used to enter the check number, or a transfer number. Category Which Category this operation belongs to. If you need to affect more than one category to an operation, use the split mode. You can either choose an existing category, or type a new one. In this case, &skrooge; will create it for you along with the operation. The separator between a parent category and its children is the > character. If you type Clothes > Shoes, &skrooge; will create the category Clothes if it doesn't exist yet, and its child category Shoes. Of course, you may create entire category trees, such as Transport > Car > Fuel > Unleaded, &skrooge; will happily create all the hierarchical structure. Comment Any comment you'd like. Tracker If you want to track refund for this operation, enter the name of the Tracker here. If you need to affect more than one tracker to an operation, use the split mode. Operations list The accounts list takes the form of a table with one line per account. In addition to the properties you defined for this account, &skrooge; displays the following columns: Status This check box indicates whether this operation has been confirmed during account reconciliation. A half-greyed check box means the reconciliation is ongoing. Bookmark Mark this operation as Bookmarked, a synonym for Favorite. Scheduled When an operation is scheduled, this column shows a chronometer icon. These columns also have some specificities: Mode When the operation is part of a transfer, the mode is preceded by a double arrow icon. Category When the operation is split, the category is preceded by a triple arrow icon. As with all &skrooge; list views, you can fully customize the table appearance. Create an operation To create a standard operation, you may use the Clear button to clear all fields and start a new operation from scratch. You can then fill its attributes (manually or using fast edition), and click on Add. If the appropriate setting is enabled, then the category will be set automatically when the payee is set. You may also select a similar operation from the existing operations, modify what needs to be changed, and then click on Add. Split Operation A split operation is an operation that has several dates, categories, comments or trackers. You switch to the split operation edition mode using the Split Button at the bottom of &skrooge; window. When switching into the split operation edition mode, the fields Category, Comment and Tracker are replaced by a table. The split operation edition panel. To edit a cell in this table, double click on it. You can add as many lines in this table as you need. When changing the quantity in a line, &skrooge; will compute the difference with the operation global quantity, and display the remaining quantity in the last table line. If you changed the quantity in the last line, a new line will be added with the remaining quantity. The fields here have the same behaviour as in the standard operation edition mode: 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. 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. The Amount acts as a calculator. The Tracker is a drop down box of existing trackers. You can add a new tracker, &skrooge; will create it when creating the operation. Transfer A transfer operation is effectively a dual operation: when creating a transfer, &skrooge; will create two operations of opposite amounts (one positive, the other negative), on two different accounts. The attributes to provide here are slightly different from a standard operation: The transfer operation edition panel. You will find a "To Account" list where you should select the account receiving the money. Since a transfer means "Take some money from account A and put it account B", if you put a sign in the quantity field (+ or -), it will be ignored. The operation for account A will always be negative, positive for account B. Shares - First of all you have to create some units with the shares you want to track, from the settings you can choose to update the data automatically when the + First of all you have to create some units with the shares you want to track, from the settings 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. Now you can add your operations as "shares": The shares edition panel. Amount is the number of shares you've bought (positive value) or sold (negative value) Symbol is the previous unit you created Amount of shares is the total price you payed for the shares / the amount you got from the selling, excluding commissions and taxes Commissions is the amount you payed your bank for that transaction Tax is any amount you payed (usually when there are earnings) Schedule Operations If an operation is known to be repeated on a regular basis, you may want &skrooge; to automatically enter it for you in the list of operations. This can be done by scheduling an operation, using the Schedule button . The default scheduling parameters are: Repeat every month Remind me 5 days before term Automatically write on term - You may change the default parameters in &skrooge; settings. + You may change the default parameters in &skrooge; settings. You may also change each scheduled operation parameters in the Scheduled plugin. &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$, next operations automatically written by &skrooge; will have an amount of 200$. Fast Edition Whatever the chosen edition mode, there is a nifty function called Fast Edition 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 F10, or click on the Fast Edition Icon (without leaving the selected field). &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 Edition again, it will look for the next operation, and so on. Fast Edition 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... If you modified a field's value before calling Fast Edition, its content will not be affected. This is materialized by a different background color in the field, so you know it is "frozen". What's different here from similar functions in other personal finances software: It is called on user demand It loops in all past operations with the same field value And it even works on split operations ! Reconciliation Reconciliation is the process by which you ensure that all operations in an account match the bank's view of that account. It will involve you, your account's position, and a pen. Reconciliation can happen only for an account at one point in time. First, enter all the operations for the account up to that point in time; if you can, download transactions from the bank and import them into &skrooge; to minimize data entry. Then, in the Operations view, select the account you wish to reconcile from the drop-down box; or in the Accounts view, double-click the account name or bring up the contextual menu and choose Open operations.... Switch into reconciliation mode using the Switch Information button below the operations table. The reconciliation mode information. 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 Point. The check box for this operation will appear part filled, until you complete reconciliation. As you point operations, you will see &skrooge; display in the information zone: Delta: the difference between the previously entered account position and the sum of all checked operations Expenditure:the total amount of Pointed debits Income: the total amount of Pointed credits 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 may 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 Validate pointed operations button is enabled. Click on this button to complete your reconciliation: all pointed operations are now checked. can automatically point all imported operations for you. If the option Hide checked operations for the table is selected from its "Show" menu (see Filter the table), then all these operations will now be hidden. - If the reconciliation is not possible for any reason, you can create a fake operation that in combination with the other operations you pointed sets the Delta to 0, thus allowing you to complete the reconciliation. To do so, click the "add" button in the reconciliation mode toolbar. You can set the default values of this fake operation in the application's settings, in the Operations section. During reconciliation, if you enable the appropriate setting, &skrooge; automatically points all created operations. + If the reconciliation is not possible for any reason, you can create a fake operation that in combination with the other operations you pointed sets the Delta to 0, thus allowing you to complete the reconciliation. To do so, click the "add" button in the reconciliation mode toolbar. You can set the default values of this fake operation in the application's settings, in the Operations section. During reconciliation, if you enable the appropriate setting, &skrooge; automatically points all created operations. Template Operations &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 : Amount: -4.99 Mode: Credit Card Payee: Acme Video Category: Leisure > Video 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. Since Template operations are just another kind of operations, you can access them through the operations tab, using the dedicated option in Show menu: Switching between templates and operations. 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. 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. Templates can also be scheduled. Payees The Payees view allow you to browse the payees list. In addition to the name of payees, the table also shows: Address The address of this payee. Category The default category for this payee. This category is used automatically when the payee is set in operations page. If you don't set it then the default category is computed with the existing operations. Amount The sum of all operations in this payee. Number of Operations The number of operations in this payee. Double clicking on a line in this table will open the list of all operations in this payee in a new tab. Categories The Categories view allow you to browse the categories tree. In addition to the name of categories, the table also shows: Amount The sum of all operations in this category. Number of Operations The number of operations in this category. Amount (Cumulative) The sum of all operations in this category and children categories (down to the last level). Number of Operations (Cumulative) The number of operations in this category and children categories (down to the last level). Double clicking on a line in this table will open the list of all operations in this category in a new tab. When deleting a category, all operations attached to it will have their category deleted, hence will not have any category attached Reports &skrooge; allows you to build highly customized reports, for a deep analysis of your financial status. A report is composed of a table (on the left) containing all data used to draw the graph (on the right). The table can be filtered using the dedicated field above, causing the graph to be redrawn with filtered data. You can choose to display only the table, only the graph, or both. Set up report Representation Table Display the table. Graph Display the graph. Text Display the text report, hide table and graph. Data 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: Sum of operations In this mode, the total amount of operations for each month will be computed. If you selected "category" in line, and "month" in column, this will compute the total amount of operations for each category and for every month. Cumulated sum of operations 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. 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. Base 100 Like "Sum of operations" but on base 100. Cumulated sum in base 100 Like "Cumulated sum of operations" but on base 100. Percent of columns The values are expressed in percent of the high column value. Absolute percent of columns The values are expressed in percent of the high column value in absolute. Percent of lines The values are expressed in percent of the high line value. Absolute percent of lines The values are expressed in percent of the high line value in absolute. Count number of operations . For lines and columns, it is possible to expand the level of data presented using the plus icon right of the field. Use this to show subcategories in the report. Dates 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. Operation Types Select the type of operations you want to include in your report. For example, if you want to draw a graph showing your expenses distribution per category, you probably do not want to include "Incomes" to your report. Other filters 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 categories, select the 2 categories and come back to the report to activate the corresponding filter. Graph Types Once everything is set up to your needs, you should select the graph appearance using the drop down box below the graph. To better understand the differences between each type, let us build a report showing expenses per category (lines) and month (columns): Stack One bar per line, columns stacked. The second bar (yellowish) shows category "Security", all months stacked up. Histogram For each columns, every line has its own bar. Line Point Pie The classical pie graph. If the selected value for column is different from "nothing", displays one pie per column. Concentric Pie This one is a bit tricky, and probably needs rework on our side. The intention is to show one ring per level of data. Zoom on graph &skrooge; makes it possible to zoom in a graph for getting all the small details. Use the zoom control zone above the graph: Report Examples Here are some screenshots showing some classical report configurations. You may use them as a reference for your own reports. Incomes and Expenses For each month, compare the total amount of incomes versus the total amount of expenses. Incomes are in blue, expenses in yellow. Balance Evolution Show the evolution of the final balance on a monthly basis. Incomes and Expenses Display the distribution of expenses per category for the previous month. Going Deeper By double clicking on an item of a graph, you will open the operations included in this item. You can open a new report based on an item of a graph too. 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 hands on exercise analysing this author's expenses during its holidays :) Monthly Report This plugin shows an overview of your financial situation for a chosen period. You can choose the template you want. You can even create your own template by entering the name of the template you would like to create. Your default text editor will be launched with a sample for your template. You just have to follow the comments in this sample. Do not hesitate to distribute your templates in the category &skrooge; report templates of the KDE Store. Units 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. Edit Units Editing units can be done in different ways: Standard This mode allows you choosing amongst the set of predefined units which one you would like to add to the current document. Manual This mode allows you creating your own unit. Parameters to be provided are: Name: the comprehensive unit name. Symbol: the unit symbol, displayed in most tables and drop down boxes. Type: see Unit Types. Reference Unit: the (other) unit used to compute value of the (current) unit. For example, if you have EADS shares, and want to see their value in euros, you should select € as reference unit in EADS unit. Country Download source: The source to download quotes. The recommended one is "Yahoo". By clicking on the arrow on the right of the "Download" field, you can directly download new sources from store.kde.org Internet Code: The Internet code for this unit. If given this code, &skrooge; is able to download the unit values from selected source. Values This edition mode allows to download unit values from Internet, or to manually enter a unit value at a given date. Unit Types Even if &skrooge; considers just about anything as a unit, it makes a distinction depending on their type: Primary Currency This is the currency that will be used for displaying real operations amount. Secondary Currency If defined, the value in the secondary unit will be displayed upon hovering over an operation amount. Currency Any currency, with no specific role for display. Share This type of unit can be used for managing shares. Index A stock exchange index, such as the Dow Jones, Nasdaq, CAC40, SBF120... Other Any unit that doesn't fit in the above types. - - Using &skrooge; (advanced) Scheduled This plugin shows you the list of all scheduled operations. This is where you can set up each scheduled operation to have its own parameters. Next Occurrence Displayed for information, but can also be used to force the date of the next occurrence. Once every You can set an operation to be repeated over a given number of days, months, or years. Number of Occurrences If the occurrence has a limited number of occurrences, you can check this option and define either the number of remaining occurrences, or the date of the last occurrence. Remind me If you want &skrooge; to display a notification to remind you about the upcoming scheduled operation, you may check this option and set the number of days before term when the warning shall occur. Automatically Write 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. To modify the operation (category, amount, ...), you have to click on Jump to the operation. Double clicking on a scheduled operation will display the list of operations already registered for this scheduled operation in a new tab. Scheduled Operations If you schedule an operation, it will be used as a reference when inserting the next occurrence. Let us see an example, with this operation: Scheduled Operations (step 1) Date Payee Category Amount 20/06/2009 &kde; Donations > Open Source 20€
Now, if you schedule this operation, it will be written exactly like this for the next occurrence: Scheduled Operations (step 2) Date Payee Category Amount 20/06/2009 &kde; Donations > Open Source 20€ 20/07/2009 &kde; Donations > Open Source 20€
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€: Scheduled Operations (step 3) Date Payee Category Amount 20/06/2009 &kde; Donations > Open Source 20€ 20/07/2009 &kde; Donations > Open Source 25€ 20/08/2009 &kde; Donations > Open Source 25€
All in all, a scheduled operation is a dynamic object, where the last occurrence is the reference. But maybe you'd like all occurrences to be static, &ie; the same values are always inserted for each new occurrence ? Enter Scheduled Templates. Scheduled Templates Templates are some sort of reference operations. When scheduling a template, every new occurrence will be exactly equal to the template. Let's reuse our previous chapter example, by creating a template like this: Scheduled Templates (step 1) Date Payee Category Amount 20/06/2009 &kde; Donations > Open Source 20€
The next occurrence will be: Scheduled Templates (step 2) Date Payee Category Amount 20/06/2009 &kde; Donations > Open Source 20€ 20/07/2009 &kde; Donations > Open Source 20€
Now change your July contribution to &kde; to 25€. Because you have scheduled a template with 20€ as amount, the next occurrence will also have an amount of 20€: Scheduled Templates (step 3) Date Payee Category Amount 20/06/2009 &kde; Donations > Open Source 20€ 20/07/2009 &kde; Donations > Open Source 25€ 20/08/2009 &kde; Donations > Open Source 20€
If you need to change the monthly value, just edit the template, and all future occurrences will have the new value. Trackers 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. 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. By affecting trackers to operations that shall be reimbursed, you are able to follow completion of the reimbursement. 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. Double clicking on a tracker in the track view will open a new tab containing all operations attached to this tracker. 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? You can create a split operation with: amount=0 to avoid impact on reports. a split with the expected amount associated to the tracker. the other split with the opposite amount not associated to a tracker. Close Tracker 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. 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. Search & Process This plugin allows you building complex queries to find operations, and optionally apply them some transformations. Here is a use case:
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.
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. A real case study can be found in appendix, providing some hands on exercise for the hereabove use case. Define search criteria 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" : (column1 and column2) If you add a new line, you create another clause combine with the first line by a logical "or" : [line1] or [line2]. All in all, the combination of columns and lines can be read as: (column1 and column3) or (column2 and column3) Of course, you can have as many lines and columns as you need in a search query. Once satisfied with a query definition, you can add it to the list of existing search criteria, or modify an existing one. View search results When selecting a search query in the queries view, the number of found operations is displayed below the table: When double-clicking on a search query in the query view, all found operations are displayed in a new tab: Define Processing If you need to apply some processing on all operations found, select the concerned query, and activate the process definition panel: In this panel, you can define the transformations to perform on operations. Note that it is intentionally impossible to set an operation's amount or date in this panel. Define Alarm 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. 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. Alarm messages can have parameters for the total amount (%1), alarm amount (%2) and difference (%3). Budgets This plugin allows you to define and manage your budget. Like in all other financial software, &skrooge; allows you to define a budget. You can do it manually or automatically. Budget definition In manual mode, you can: Define a budget amount for a category for a year. Define a budget amount for a category for all months of a year. Define a budget amount for a category for a specific month of a year. 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"). 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. In automatic mode, you can: Define a budget for a year based on the operations of the previous year. Define missing budget items to balance each month and/or the year. Even on manually defined budget. Budget rules To go further in budgeting we will take as example the following balanced budget: -500 € / month for "Food". +500 € / month for all other categories of expenditure and income. 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? 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. 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. Simulations This plugin allows you to do simulations You can define the rates for each account and estimate the annual interest. You can also generate an amortization table. + + + Settings + You can find here a description of all settings used by &skrooge;. These settings are common with all your documents. + + + General + + + + + + + + + You can set here the main general settings. The main important onces are those to describe what to do when a page or a bookmark is modified. + + + + File + + + + + + + + + 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... + + + + Bookmarks + + + + + + + + + Only one option here to choose whether or not we want to pin automatically loaded bookmarks. + + + + History + + + + + + + + + These options will help you to better manage your modifications history. + + + + Dashboard + + + + + + + + + Only one option here to choose the dashboard you want (QML or not). + + + + Operations + + + + + + + + + Here you will find options for editing operations. + Please note that you can improve performances if you don't use the "balance" column by avoiding calculating balances for nothing. + 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. + 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. + + + + Scheduled operations + + + + + + + + + Here you will find options for editing scheduled operations. + + + + Search and process + + + + + + + + + Only one option here to choose the alarm frequency. + + + + Report + + + + + + + + + You can choose here some display options for reports. + + + + Units + + + + + + + + + You can choose here some options relative to download of quotes of units. + + + + Import / Export + + + + + + + + + The general import settings. + + + + + + + + + If you use the CSV import, you will have to modify these settings to help &skrooge; to identify the columns. + + + + + + + + + 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. + + + + + + + + + You can here active the import backends listed. + + How to... How to use &skrooge; in my language? Check if &skrooge; is well translated to your language and if you have installed all packages for &skrooge; provided by your distribution. How to set default currency and date format? Default currency and date format are retrieved from &plasma;'s &systemsettings;. Some distributions do not ship it with &skrooge;. In such case you should install it through your distribution's package manager. You can then start it in a console: systemsettings5 And select your preferred settings, in the Format section. How to reduce the size of my document? The size of your document can be very important. If you delete some old transactions, the size will increase. This is normal because &skrooge; keeps the history of all modifications for the undo/redo mechanism. So if you want to reduce the size of your document, you just have to clear the history. How to define a new invoice extractor? &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: Launch pdftotext on your &PDF; file Open the text file generated and the corresponding &PDF; file Create a new text with an extension .extractor. Example: google.extractor Your file must be like this: payee=REGEXPCAP:^(Biofan) SPRL$ date=REGEXPCAP:^Order Date: (.*)$ dateformat=dd MMM yyyy number=REGEXPCAP:^N° de facture (.*)$ mode=SET:Carte comment=REGEXPCAP:^N° de commande (.*)$|SET:Commande %1 amount=REGEXP:^Montant global:$|LINEOFFSET:2 Each attribute (payee, date, number, mode, comment and amount) use the same syntax: COMMAND:value|COMMAND:value|... The command can be: REGEXPCAP: This is a regular expression capturing a value REGEXP: To find the line in the file matching a regular expression LINEOFFSET: To change the line index. SET: To force the value. Can be used as first command or after the REGEXPCAP (see example). dateformat is the format of the date extracted. Put this file into the same folder as all other .extractor files Credits and License &skrooge; - Program copyright 2001-2017 Stéphane Mankowski + Program copyright 2008-2020 Stéphane Mankowski stephane@mankowski.fr - Documentation copyright 2001-2017 Guillaume DE BURE + Documentation copyright 2008-2020 Guillaume DE BURE gdebure@yahoo.com &underFDL; &underGPL; Search & Process real case study OK, we have to admit that while being quite powerful, the Search & Process 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 ?
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.
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;: Search Definition Comment contains '&kde;'
Add this search definition to the list of existing searches using the Add button. 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: Update Definition Comment Category ='' ='Donations > Open Source'
Notice that we also removed the original comment by setting it to an empty string. This is for readability sake, but you may wish to keep it for historical reasons. Add this process to the previously defined search using the Add button. So far, so good. Now, let's apply the process on all imported operations not yet validated (click on the Apply button): 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 Undo is your friend ! Even if the process modified 2327 operations, this is still one undoable action for &skrooge;. Deep analysis exercise: Holidays expenses To illustrate the analysis capabilities of &skrooge;, we are going to examine this author's expenses during his holidays :). Analysis Context In order to understand the exercise, you need to know a few things about these holidays. They span over nearly a full month during summer 2009, and involved renting several rooms in several locations in France. There was also a fair amount of fuel, as these holidays also spanned over a rather large part of France. Data Organisation The author carefully entered his operations, by affecting them categories, but also by adding them to the "Holidays, summer 2009" tracker. Categories often have subcategories, such as "Transport > Car > Fuel", allowing for this detailed analysis. Finding the holidays total cost This is so easy, it is not even funny: open the Trackers view, read the "Amount" column for our tracker: Let's move to more interesting stuff... Expenses Distribution So this is all very good, but where did all that money go ? To find this out, let us build a report on the tracker. Right click on our tracker line and choose Open report.... This will open a report in a new tab, only for operations associated with the tracker. The default parameters for dates are "Current Month", so there is a possibility that the report is empty if all operations in the tracker were made before this. Let's change it to "All Dates": This gives a first nice overview of the expenses per category. Let's display this in a pie chart, for a more natural presentation: It is now quite clear that most of the holidays expenses were for transport and food. Any more indication ? Sure, let's dig one level more in categories, using the plus icon . Hmm, not much more information here, except that in the "Transport" category, the "Car" subcategory is the only one used. Let's build a graph on that subcategory, by selecting the pie slice, right-clicking on it, and select Open report: This will open another tab with a report only with the "Transport > Car" category. Hmm, not really interesting... But there is more subcategories. Let's expand it again: Ah, now we know that we spent 362.27€ on fuel, and 131.90€ on road taxes (in France, you have to pay to drive on some highways). Ok, I know this was to be expected ;-). I am also interested in knowing how these two categories were used over time: Note that we changed the graph type to "Line", and the columns to "Week". Conclusion Through this simple exercise, we have been able to use the advanced reporting capabilities of &skrooge; to perform a fine analysis of the expenses made during holidays, specifically in the "Transports" category. Of course, you may think of other use cases: &skrooge; is probably able to cope with them. &documentation.index; diff --git a/doc/kde_docbook b/doc/kde_docbook index 59cd3c763..e0ca0f2d5 100755 --- a/doc/kde_docbook +++ b/doc/kde_docbook @@ -1,26 +1,26 @@ #!/bin/bash # Let's call the KDE catalog first -export XML_CATALOG_FILES="/usr/share/apps/ksgmltools2/customization/catalog.xml" +export XML_CATALOG_FILES="/usr/share/kf5/kdoctools/customization/catalog.xml" # Check if docbook is well formed echo "Running checkXML... "; checkXML $1; if [ $? -gt 0 ]; then echo " -> checkXML failed !"; exit 1; fi echo " -> OK !"; # Convert to html echo "Running xsltproc... "; xsltproc -o $2 /usr/share/kf5/kdoctools/customization/kde-nochunk.xsl $1; if [ $? -gt 0 ]; then echo " -> xsltproc failed !"; exit 1; else echo " -> OK !"; fi exit 0; diff --git a/doc/menu_settings.png b/doc/menu_settings.png index 8e4c625e2..c54d589e9 100644 Binary files a/doc/menu_settings.png and b/doc/menu_settings.png differ diff --git a/doc/settings_bookmarks.png b/doc/settings_bookmarks.png new file mode 100644 index 000000000..334f2e9ac Binary files /dev/null and b/doc/settings_bookmarks.png differ diff --git a/doc/settings_dashboard.png b/doc/settings_dashboard.png new file mode 100644 index 000000000..78d8351a2 Binary files /dev/null and b/doc/settings_dashboard.png differ diff --git a/doc/settings_file.png b/doc/settings_file.png new file mode 100644 index 000000000..8fb2800e5 Binary files /dev/null and b/doc/settings_file.png differ diff --git a/doc/settings_general.png b/doc/settings_general.png new file mode 100644 index 000000000..5dfa06f79 Binary files /dev/null and b/doc/settings_general.png differ diff --git a/doc/settings_history.png b/doc/settings_history.png new file mode 100644 index 000000000..9239ce24f Binary files /dev/null and b/doc/settings_history.png differ diff --git a/doc/settings_import_1.png b/doc/settings_import_1.png new file mode 100644 index 000000000..c0983efa4 Binary files /dev/null and b/doc/settings_import_1.png differ diff --git a/doc/settings_import_2.png b/doc/settings_import_2.png new file mode 100644 index 000000000..74afc2712 Binary files /dev/null and b/doc/settings_import_2.png differ diff --git a/doc/settings_import_3.png b/doc/settings_import_3.png new file mode 100644 index 000000000..19218784f Binary files /dev/null and b/doc/settings_import_3.png differ diff --git a/doc/settings_import_4.png b/doc/settings_import_4.png new file mode 100644 index 000000000..530dc127d Binary files /dev/null and b/doc/settings_import_4.png differ diff --git a/doc/settings_operations.png b/doc/settings_operations.png new file mode 100644 index 000000000..2cbe656aa Binary files /dev/null and b/doc/settings_operations.png differ diff --git a/doc/settings_report.png b/doc/settings_report.png new file mode 100644 index 000000000..9cfe23d6c Binary files /dev/null and b/doc/settings_report.png differ diff --git a/doc/settings_scheduled.png b/doc/settings_scheduled.png new file mode 100644 index 000000000..543ee64a7 Binary files /dev/null and b/doc/settings_scheduled.png differ diff --git a/doc/settings_search.png b/doc/settings_search.png new file mode 100644 index 000000000..69fdba605 Binary files /dev/null and b/doc/settings_search.png differ diff --git a/doc/settings_units.png b/doc/settings_units.png new file mode 100644 index 000000000..cc5103820 Binary files /dev/null and b/doc/settings_units.png differ