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diff --git a/doc/en/details-schedules.docbook b/doc/en/details-schedules.docbook new file mode 100644 index 0000000..a5945d2 --- /dev/null +++ b/doc/en/details-schedules.docbook @@ -0,0 +1,460 @@ +<?xml version="1.0" encoding="UTF-8"?> +<chapter id="details.schedules"> +<chapterinfo> + <authorgroup> + <author> + <firstname>Roger</firstname> + <surname>Lum</surname> + <affiliation> + <address><email>rogerlum@gmail.com</email></address> + </affiliation> + </author> + <author> + <firstname>Michael</firstname> + <othername>T.</othername> + <surname>Edwardes</surname> + <affiliation> + <address><email>mte@users.sourceforge.net</email></address> + </affiliation> + </author> + </authorgroup> + <date>2009-07-21</date> + <releaseinfo>1.0</releaseinfo> +</chapterinfo> + +<title>Schedules</title> + +<sect1 id="details.schedules.intro"> +<title>Introduction</title> + +<para> + <quote> + Schedules maintain information about transactions that occur one or more + times over a specified period of time. + </quote> +</para> + +<para> + Sometimes called a recurring transaction, a schedule provides a means to + record information about a transaction that happen on a regular basis. A + common schedule is your salary. Once a month, or maybe weekly, the company + you work for pays you for services rendered. This payment can happen in many + different ways, but each month or week you will receive a payment that needs + to be recorded. +</para> + +<para> + Because you know these payments are regularly made to you, you can create a + Schedule to record information about the payment and even create the + transaction for you when pay day arrives. +</para> + +<para> + Other types of schedules can also be recorded to reflect money coming in and + out of your accounts. Common expenses, such as utility bills or money + transfers, can be recorded with schedules, along with loan + repayments. Scheduling a payment can also provide a useful reminder that you + need to make a payment. +</para> + +<para> + A schedule consists of two main parts: the scheduling data and the transaction + data. The scheduling data records the occurrence of the schedule, i.e., when + the transaction is to be entered into the ledger and how. The transaction + data records the normal details about the transaction, and will be entered in + to the ledger as-is. +</para> +</sect1> + +<sect1 id="details.schedules.type"> +<title>Types of schedules</title> + +<para> + There are four different types of schedules in the current version of + &kappname;: +</para> + +<itemizedlist> + <listitem><para>Bills</para></listitem> + <listitem><para>Deposits</para></listitem> + <listitem><para>Loans</para></listitem> + <listitem><para>Transfers</para></listitem> +</itemizedlist> + +<sect2> +<title>Bills</title> + +<para> + A Bill Schedule is used for money going out of your account, such as a Gym + membership or a utility bill. +</para> +</sect2> + +<sect2> +<title>Deposits</title> + +<para> + A Deposit Schedule is for money coming into your account, such as a pay check. +</para> +</sect2> + +<sect2> +<title>Loans</title> + +<para> + A Loan Schedule is a special type of schedule and is created when dealing with + <link linkend="details.loans">Loan</link> accounts. +</para> +</sect2> + +<sect2> +<title>Transfers</title> + +<para> + A Transfer Schedule is used for money coming out of one account and going into + another, such as making a credit card payment from your checking account. +</para> +</sect2> + +</sect1> + +<sect1 id="details.schedules.view"> +<title>The schedule view</title> + +<para> + Open the schedule view by clicking on the <guiicon>Schedule + <inlinemediaobject><imageobject><imagedata + fileref="schedule_view.png"/></imageobject></inlinemediaobject></guiicon> icon in + the view selector. +</para> + +<para> + <screenshot> + <mediaobject> + <imageobject> + <imagedata fileref="scheduleview.png" format="PNG" /> + </imageobject> + <textobject> + <phrase>Schedule View</phrase> + </textobject> + </mediaobject> + </screenshot> +</para> + +<para> + The schedule view consists of a view area with two tabs along with a + <guibutton>New Schedule</guibutton> button above it. The first tab + <guibutton>List View</guibutton> shows all schedules, grouped by type. The + second tab <guibutton>Calendar View</guibutton> is described in its own + section below. +</para> + +<para> + To create a new schedule click on the button. For Bill, Deposit, and Transfer + schedules, &kappname; will display the new schedule dialog. Loan schedules are + handled differently, and are described in the section on Loans. +</para> +</sect1> + +<sect1 id="details.schedules.new"> +<title>The new schedule dialog</title> +<para> + <screenshot> + <mediaobject> + <imageobject> + <imagedata fileref="newsched_numbered.png" format="PNG" /> + </imageobject> + <textobject> + <phrase>New Schedule</phrase> + </textobject> + </mediaobject> + </screenshot> +</para> + +<para> + A new dialog window is now shown, prompting for the schedule and transaction + data. The requested data includes the following: +</para> + +<orderedlist numeration="upperalpha"> + <listitem><para>Schedule Name</para></listitem> + <listitem><para>Next due date</para></listitem> + <listitem><para>Frequency</para></listitem> + <listitem><para>Payment method</para></listitem> + <listitem><para>Amount</para></listitem> + <listitem><para>Other transaction details</para></listitem> + <listitem><para>Schedule options</para></listitem> +</orderedlist> + +<sect2> +<title>Filling in the fields</title> + +<para> + Enter the name and the date of the next occurrence of this schedule into their + respective fields. The name is how the schedule will be shown in the list + view. Specify how often the schedule should occur, using the Frequency field + and drop down list. For example "every 6 weeks" or "every 3 months". If the + amount varies transaction to transaction make sure to check the + <guilabel>Estimate</guilabel> check box and you will be prompted for the + correct amount when it is entered into the ledger. Fill in all the + transaction fields as you would normally with the ledger view. +</para> +</sect2> + +<sect2> +<title>Modifying the schedule behavior</title> +<para> + At the bottom of the dialog are some optional fields that can modify how the + schedule behaves. If the schedule occurs on a weekend you can choose whether + to enter the transaction on the weekend day, the previous Friday, or the next + Monday. Typically this option is used to replicate some real world operation + such as a bank transaction. +</para> +</sect2> + +<sect2> +<title>Letting &kappname; enter the transaction into the register</title> + +<para> + To let &kappname; automatically enter the transaction for you when needed, + make sure that the check box labeled <guilabel>Enter this schedule into the + ledger automatically when it is due</guilabel> is checked. Otherwise, when + the transaction is due to be entered, &kappname; will open a dialog box asking + you to confirm that you want it to be entered. This behavior is configurable, + and more information can be found in the Settings section. +</para> +</sect2> + +<sect2> +<title>Letting &kappname; know when the schedule will finish</title> + +<para> + If you know how many transactions are left or when they are due to finish, + this information can be entered so the transactions are not entered + indefinitely. Check the appropriate check box and enter the appropriate + information. Only the date or the number of transactions remaining is needed + because the other can be calculated. +</para> + +<para> + When you have entered all the necessary information click on + <guibutton>OK</guibutton> to continue. +</para> +</sect2> + +</sect1> + +<sect1 id="details.schedules.edit"> +<title>Editing schedules</title> + +<para> + To edit a schedule simply select the entry in the list and right click to + bring up the context menu and select <guimenuitem>Edit</guimenuitem>. This + will bring up a dialog similar to the New Schedule dialog, where you can alter + the necessary data. +</para> +</sect1> + +<sect1 id="details.schedules.delete"> +<title>Deleting schedules</title> + +<para> + To delete a schedule simply select the entry in the list and right click to + bring up the context menu and select <guimenuitem>Delete</guimenuitem>. +</para> +</sect1> + +<sect1 id="details.schedules.calendar"> +<title>The calendar view</title> + +<para> + The calendar tab presents the schedules in a calendar format so it is easier + to see when they occur. To switch to the calendar view click on the + <guibutton>Calendar View</guibutton> tab. +</para> + +<para> + <screenshot> + <mediaobject> + <imageobject> + <imagedata fileref="calendarview.png" format="PNG" /> + </imageobject> + <textobject> + <phrase>Calendar View</phrase> + </textobject> + </mediaobject> + </screenshot> +</para> + +<para> + The calendar type can be changed using the <guibutton>Select Style</guibutton> + button. Currently only two types exist: Week and Month. The monthly view is + the default, and is usually the most useful. Navigate through the dates using + the controls as you would with the date input control. +</para> + +<para> + On any day with scheduled transactions, the number of transactions scheduled + for that day is displayed on the calendar. +</para> + +<para> + <screenshot> + <mediaobject> + <imageobject> + <imagedata fileref="schedmonthday.png" format="PNG" /> + </imageobject> + </mediaobject> + </screenshot> +</para> + +<para> + To view the schedule(s) that fall on that day, move the mouse cursor over the + highlight and a popup window will be displayed allowing you to view the + schedule summary. +</para> + +<para> + <screenshot> + <mediaobject> + <imageobject> + <imagedata fileref="schedpopup.png" format="PNG" /> + </imageobject> + </mediaobject> + </screenshot> +</para> + +<para> + If more than one schedule falls on that day you can cycle through them using + the arrow buttons in the upper corners of the popup window. +</para> + +<para> + If you find that the display is cluttered with schedules and you only want to + view one type of schedule, then this is possible from the <guibutton>Select + Schedules</guibutton> dropdown. After clicking on this button the different + schedule types are listed and are checked by default +</para> + +<para> + <screenshot> + <mediaobject> + <imageobject> + <imagedata fileref="schedcaltypes.png" format="PNG" /> + </imageobject> + </mediaobject> + </screenshot> +</para> + +<para> + To remove a type from the calendar view simply uncheck it in the list. +</para> + +</sect1> + +<sect1 id="details.schedules.entering"> +<title>Entering scheduled transactions</title> + +<para> + Entering a scheduled transaction means actually entering a transaction into + the appropriate ledger, using the details specified in the schedule. + Scheduled transactions can be entered in one of four different ways: +</para> + +<itemizedlist> + <listitem><para>Manually by right clicking on the list entry</para></listitem> + <listitem><para>Manually via the popup window in the calendar view</para></listitem> + <listitem> + <para> + &kappname; can enter them with or without your interaction upon startup + </para> + </listitem> + <listitem> + <para> + &kappname; can enter them with your interaction during online banking or + import of an electronic bank statement + </para> + </listitem> +</itemizedlist> + +<sect2> +<title>Manually entering scheduled transactions</title> + +<para> + You can enter a scheduled transaction manually by right clicking on the list + entry and selecting <guimenuitem>Enter</guimenuitem> from the popup menu or by + clicking on the <guibutton>Enter</guibutton> button on the popup window in the + calendar view. +</para> +</sect2> + +<sect2> +<title>Confirming the transaction to enter</title> + +<para> + After selecting either method the Enter Scheduled Transaction dialog window is + shown prompting you with the required information that was entered when you + created the schedule. +</para> + +<para> + <screenshot> + <mediaobject> + <imageobject> + <imagedata fileref="enterschedule.png" format="PNG" /> + </imageobject> + </mediaobject> + </screenshot> +</para> + +<para> + This information can be changed, and the changes can be applied to just this + one instance of the schedule or to all subsequent transactions. After + checking that all the data is correct clicking on <guibutton>OK</guibutton> + will add the transaction to the ledger and update the next due date of the + schedule to the next occurence. If you have changed any of the transaction + data a further confirmation of what you changed will be displayed, giving you + a final chance to accept or reject the changes. +</para> + +<para> + <screenshot> + <mediaobject> + <imageobject> + <imagedata fileref="confirmenter.png" format="PNG" /> + </imageobject> + </mediaobject> + </screenshot> +</para> + +<para> + Select what you want to do with the information presented and click + <guibutton>OK</guibutton> or <guibutton>Cancel</guibutton>. +</para> +</sect2> + +<sect2> +<title>Letting &kappname; enter the scheduled transaction(s) for you</title> + +<para> + Alternatively, &kappname; can check which schedules are due upon startup and + enter them for you if the appropriate option was checked when setting up the + schedule. +</para> + +<para> + If the option was not checked then &kappname; will open the previously + mentioned dialog and you can follow the steps mentioned there. &kappname; + will also open the dialog if the amount is an estimate so you can enter the + real amount. +</para> + +<para> + You can also opt to have &kappname; not check which transactions are scheduled + on startup by deselecting the option in the Settings dialog and any overdue + transaction or transactions due 'today' will be shown in the Home view for you + to enter manually. +</para> +</sect2> +</sect1> +</chapter> |