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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>
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