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authortpearson <tpearson@283d02a7-25f6-0310-bc7c-ecb5cbfe19da>2011-07-04 22:38:03 +0000
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+<?xml version="1.0" encoding="UTF-8"?>
+<chapter id="details.categories">
+<chapterinfo>
+ <authorgroup>
+ <author>
+ <firstname>Roger</firstname>
+ <surname>Lum</surname>
+ <affiliation><address><email>rogerlum@gmail.com</email></address></affiliation>
+ </author>
+ </authorgroup>
+ <date>2009-06-04</date>
+ <releaseinfo>1.0</releaseinfo>
+</chapterinfo>
+
+<title id="details.categories.title">Categories</title>
+
+<para>
+ The Categories screen provides a summary of all the existing categories under
+ which transactions are filed. The categories are split into income and
+ expense, and a balance is displayed for each category.
+</para>
+
+<para>
+ <screenshot>
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="categories.png" format="PNG" />
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+</para>
+
+<sect1 id="details.categories.create">
+<title>Creating categories</title>
+
+<para>
+ To create a new category, either select <guimenu>Category</guimenu>
+ <guimenuitem>New category</guimenuitem> in the menu, or in the Categories
+ view, select a parent in the tree, right click and select the <guimenuitem>New
+ Category</guimenuitem> option. Either way will open the Create new categories
+ wizard. Enter the new category name, and select the currency if the default
+ shown is not correct. In the Hierarchy tab, ensure the required parent
+ account is selected. Finally, in the Tax tab, there is a check box to enable
+ VAT support, and a check box to include this category in certain tax related
+ reports.
+</para>
+
+<para>
+ <screenshot>
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="categoryedit.png" format="PNG" />
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ </para>
+
+<para>
+ Enter the category name any notes and click on <guibutton>OK</guibutton> to
+ save the new category. To create a complete hierarchy of accounts, separate
+ the names by colons (:) as in <emphasis>Bills:Car:Gasoline</emphasis>.
+</para>
+</sect1>
+
+<sect1 id="details.categories.edit">
+<title id="details.categories.edit.title">Editing a Category</title>
+
+<para>
+ To edit a category, right-click on a category name, and choose
+ <guimenuitem>Edit category</guimenuitem>. A window comes up with three tabs:
+ General, Hierarchy and Tax.
+</para>
+
+<para>
+ The General tab allows you to edit the name of the category and any notes you
+ entered when you created the category.
+</para>
+
+<para>
+ The Hierarchy tab allows you to change the parent category. You can also
+ change the parent category from the main category page by dragging the
+ category to a different parent.
+</para>
+
+<para>
+ The Tax tab allows you to assign or change VAT category, or alter the
+ automatic VAT assignment. It also allows you to toggle whether or not the
+ category is included in certain tax related reports.
+</para>
+</sect1>
+
+<sect1 id="details.categories.vat">
+<sect1info>
+ <author>
+ <firstname>Thomas</firstname>
+ <surname>Baumgart</surname>
+ <affiliation>
+ <address><email>ipwizard@users.sourceforge.net</email></address>
+ </affiliation>
+ </author>
+</sect1info>
+
+<title>VAT Support</title>
+
+<para>
+ You can turn an expense/income category into a VAT category, which means that
+ it receives all the splits that actually make up the VAT payment towards the
+ government. You can also enter a specific percentage rate. entered.
+</para>
+
+<para>
+ Categories can be assigned a VAT category, which allows KMyMoney to split a
+ transaction for a category into two parts, one for the category and one for
+ the VAT. Depending on the setting of the gross/net amount switch, the amount
+ you enter for the transaction is the gross or net amount.
+</para>
+
+<para>
+ Example: In Germany, there are three VAT percentages (0%, 7%, and 19%). So I
+ have a main category "VAT paid" and three subcategories, one for each
+ percentage rate. I create these on both the income and the expense sides so
+ that I have eight categories in total. For the goods I buy, I select one of
+ the above mentioned categories as the "VAT category assignment".
+</para>
+
+<para>
+ When I buy goods, I enter them into a transaction. Let's assume I have
+ selected the gross amount entry method, once I enter the category and amount,
+ KMyMoney will recognize that there's a VAT assignment and calculate the VAT
+ part, create a second split with the VAT account and VAT amount and reduce the
+ category amount.
+</para>
+
+<para>
+ The same applies to income categories but the other way around. Hope that
+ makes sense.
+</para>
+
+</sect1>
+
+<sect1 id="details.categories.delete">
+<title>Deleting categories</title>
+
+<para>
+ To delete a category, select it in the tree, right click to bring up the popup
+ menu, and select <guimenuitem>Delete</guimenuitem>. If there are any
+ transactions assigned to this category, a popup will allow you to move these
+ to another parent category. If you try to delete a parent category, a dialog
+ allows the choice of either having the sub-categories moved up one level or
+ alternatively having them all deleted at the same time.
+</para>
+</sect1>
+</chapter>