From dadc34655c3ab961b0b0b94a10eaaba710f0b5e8 Mon Sep 17 00:00:00 2001 From: tpearson Date: Mon, 4 Jul 2011 22:38:03 +0000 Subject: Added kmymoney git-svn-id: svn://anonsvn.kde.org/home/kde/branches/trinity/applications/kmymoney@1239792 283d02a7-25f6-0310-bc7c-ecb5cbfe19da --- doc/en/details-budgets.docbook | 406 +++++++++++++++++++++++++++++++++++++++++ 1 file changed, 406 insertions(+) create mode 100644 doc/en/details-budgets.docbook (limited to 'doc/en/details-budgets.docbook') diff --git a/doc/en/details-budgets.docbook b/doc/en/details-budgets.docbook new file mode 100644 index 0000000..d51deeb --- /dev/null +++ b/doc/en/details-budgets.docbook @@ -0,0 +1,406 @@ + + + + + + Colin Wright <cdwright@gwi.net> + + + 2009-08-03 + 1.0 + + +Budgets + +What is a budget? + + + A budget is a categorized list of expected income and expenses for a period. + + + + The Budget facility of &kappname; allows you to create annual budgets. More + than one Budget can be created for any year. You set monthly Budget values + against any Income or Expense categories that you have defined. The values can + be set in three ways, depending on the Period: + + + + + Monthly + (Default) specify a single value applied to every month in + the Budget + + + + Yearly + specify a single value to divide evenly across each month in + the Budget + + + + Individual + specify separate values for each month. + This is used for income and expenses spread irregularly through the + year. + + + + + &kappname; provides a number of reports which compare actual income and + expenses against the entered Budgets. + + + + +Your budgets + + + You can access your budgets by clicking the appropriate icon in the navigation + pane at the left hand side of your &kappname; window. + + + +Creating, changing, and deleting budgets + + + This section of the Budgets window displays the list of Budgets contained in + the current file. If no Budget has yet been created the list will display a + single empty Budget called "Budget <year>" where <year> is the + current fiscal year. The list of Budgets has two columns: + + + + + Name + + Name of the Budget + + + + + Year + + Fiscal year of the Budget + + + + + + Values from the selected Budget are displayed to the right. To select a + different Budget you can click on the Budget in the list. Alternatively, when + the list has focus, you can select a different Budget using the up and down + keys. If you have made changes to a Budget and then select a different budget + &kappname; will ask you whether you want to discard the changes. + + + + There are five buttons above the list of Budgets. + + + + + New + + Create a new budget + + + + + Rename + + Edit the name of the selected Budget. + + You can also edit the name of a Budget by clicking on the name of + the selected Budget or double-clicking on the name of a different + Budget. + + + + + Delete + + Delete the selected Budget + + + + + Revert + + Reverts the selected Budget to its last stored state. + + + + + Save + + Accepts any unsaved changes to the selected Budget and + stores them. + + + + + + Additional options are available on a menu accessed by right-clicking on a + Budget. + + + + + New Budget + + Create a new, blank Budget. + + + + + Rename Budget + + Rename the selected Budget. + + + + + Change budget year + + Displays a window with a list of years to select a different budget + year. + + + + + Delete budget + + Delete the selected Budget. + + + + + Copy budget + + Creates a copy of the selected Budget. The new Budget has the name + "Copy of <budget>", where <budget> is the name of the copied + Budget. + + + + + + +Account List + + + The Account List displays the list of Income and Expense Categories. As in + other places in &kappname; the list is organized in a tree structure. The list + can be expanded or collapsed to show or hide Subcategories within a + Category. The Account List has a number of columns: + + + + Account + + Account name + + + + + Type + + Account Type (Income or Expense) + + + + + Tax + + Checked if a Category included in Tax Reports + + + + + VAT + + Checked if a Category marked as a VAT Category + + + + + Balance + + Current balance of Account. Blank for Categories + + + + + Value + + Total yearly value in the Budget. If an Account has Subaccounts and + the Account's list of Subaccounts is collapsed the value displayed is + the sum of the values for the Account and all of its Subaccounts. + + + + + + The Account List can be filtered using "Hide unused Categories". In Budgets + this hides any Categories for which no value has been assigned to the Category + or any of its Subcategories. + + + + +Assignments + + + The Assignments area shows the value for the selected Account. + + + + + Account + + Displays the name of the selected Account. If the Account is a + Subaccount, the full name of the selected Account is displayed in the + Account:Subaccount format. + + + + + Total + + Displays the total yearly value assigned to the Account + + + + + Include subaccounts + + In Reports show actual income or expenses in Subcategories belonging + to the Category against the Category instead of the Subcategory. + + If a Subcategory has a value defined in the Budget the income and + expenses are shown against the Subcategory. + + + + + Clear + + The Clear button resets the budgeted account value or values to + zero. + + + + + Period + + The Period radio buttons allow you to select the period for which + the value applies + + + + Monthly + + A single value is entered, specifying the amount per + month. This is the default setting. + + + + + Yearly + + A single value is entered, specifying the amount per + year. + + + + + Individual + + Values are specified for each Calendar month. This is used + where expense or income is spread irregularly through the + year. + + + + + + If a value is or values are already specified and the Period is changed + &kappname; will ask whether to use the current total yearly value to + assign the new values. + + + + + + + + +Update and Revert + + + For performance reasons, changes made to a Budget are not saved + immediately. Instead, they first have to be stored using the Update button and + then permanently saved using the &kappname; Save. + + + + When a Budget's values are first modified, the Update and Revert buttons are + enabled. Multiple changes can be made to the Budget. Pressing Update will + store the changes, disable the Update and Revert buttons and enable the + &kappname; Save. + + + + The &kappname; Save only saves changes that have been stored using the Update + button. Thus, if you have modified a Budget but not yet stored the changes + &kappname; Save will not affect the modified Budget and the Update and Revert + buttons remain enabled. + + + + Revert undoes any changes made to a Budget since the last Update and disables + the Update and Revert buttons. + + + + Changes stored using Update but not yet saved using &kappname; Save can only + be reverted by reloading the &kappname; file. + + + + + +Budget Reports + + + &kappname; provides a number of reports to compare actual income and expenses + against Budgets. These are listed in Reports under "Budgeting". There are two + types of Reports: + + + + + Budget only + Reports displaying values from a Budget: Monthly Budget + Displays the monthly values from a Budget. Yearly Budget Displays the + monthly values from a Budget, with yearly total. + + + + + Compare Budget and Actual + Reports comparing values from a Budget to actual income and + expenses: Budget vs. Actual This Year Month-by-month comparison for the + current year so far, with total. Monthly Budget vs. Actual Month-by-month + comparison, defaulting to the current month. Yearly Budgeted vs. Actual + Month-by-month comparison for the whole of the current year, with + total. These reports provide a base from which custom reports can be + created by changing the date range and Budget. Of the Budget reports, only + the "Budget vs. Actual This Year" does not allow the Budget to be + changed. + + + + + -- cgit v1.2.1