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diff --git a/doc/en/details-categories.docbook b/doc/en/details-categories.docbook new file mode 100644 index 0000000..80f26ea --- /dev/null +++ b/doc/en/details-categories.docbook @@ -0,0 +1,153 @@ +<?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> |