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0001 <?xml version="1.0" encoding="UTF-8"?>
0002 <chapter id="details.categories">
0003 <chapterinfo>
0004   <authorgroup>
0005     <author>&Roger.Lum; &Roger.Lum.mail;</author>
0006     <author>&Michael.Carpino; &Michael.Carpino.mail;</author>
0007   </authorgroup>
0008   <date>2020-02-06</date>
0009   <releaseinfo>5.0.8</releaseinfo>
0010 </chapterinfo>
0012 <title>Categories</title>
0014 <para>
0015   The Categories view provides a summary of all the existing categories in your
0016   current database.  The categories are split into income and expense, sorted
0017   alphabetically, and shown along with the respective balance for each.
0018 </para>
0020 <para>
0021         <screenshot>
0022         <mediaobject>
0023         <imageobject>
0024         <imagedata fileref="categories.png" format="PNG" />
0025         </imageobject>
0026         </mediaobject>
0027         </screenshot>
0028 </para>
0030 <sect1 id="details.categories.create">
0031 <title>Creating a category</title>
0033 <para>
0034   There are 3 ways to create a new category: either select the
0035   <menuchoice><guimenu>Category</guimenu><guimenuitem>New
0036   category</guimenuitem></menuchoice> menu item; select a parent in the tree
0037   in the Categories view, right-click and select the <guimenuitem>New
0038   Category</guimenuitem> option, or directly type the name of the new category
0039   when adding or editing a transaction in the Ledger.  Doing any of these steps
0040   will direct you to the <guilabel>Create new Category</guilabel> dialog.  The
0041   dialog contains three tabs: <guilabel>General</guilabel>,
0042   <guilabel>Hierarchy</guilabel>, and <guilabel>Tax</guilabel>.  The General tab
0043   includes editable fields for the new category name, type, and currency (with
0044   the default currency preselected,) as well as options for Last check number,
0045   Notes, and a checkbox for Cost center assignment required.  In the Hierarchy
0046   tab, you are able to select the appropriate parent account for the category.
0047   Finally, in the Tax tab, there are fields to enable and configure VAT support,
0048   and a checkbox to include this category in tax related reports.
0049 </para>
0051 <para>
0052         <screenshot>
0053         <mediaobject>
0054         <imageobject>
0055         <imagedata fileref="categoryedit.png" format="PNG" />
0056         </imageobject>
0057         </mediaobject>
0058         </screenshot>
0059 </para>
0060 </sect1>
0062 <sect1 id="details.categories.edit">
0063 <title>Editing a Category</title>
0065 <para>
0066   To edit a category, right-click on a category name, and choose
0067   <guimenuitem>Edit category</guimenuitem>.  A window appears with the same
0068   three tabs as the new category dialog: General, Hierarchy and Tax.  Each tab
0069   allows you to edit certain details of the category.
0070 </para>
0072 <para>
0073   The General tab allows you to edit the name of the category, any notes you
0074   entered when you created the category, the Last check number, and the state of
0075   the Cost Center assignment required checkbox.  The Type, Currency, and Price
0076   entry cannot be changed from their initial values.
0077 </para>
0079 <para>
0080 <!-- not ported to kde4 yet, much less Frameworks.  Uncomment once that is done.
0081      See https://bugs.kde.org/show_bug.cgi?id=272737 
0082      You can also change the parent category from the main category page by
0083      dragging the category to a different parent. -->
0084   The Hierarchy tab allows you to change the parent category by clicking on
0085   another category in this view of the category hierarchy.  In an earlier
0086   version of &kmymoney; it was possible to change the parent of a category by
0087   dragging and dropping.  This functionality is expected to return in a future
0088   version of the application.
0089 </para>
0091 <para>
0092   The Tax tab allows you to assign or change VAT details, or to alter the
0093   automatic VAT assignment.  It also allows the ability to toggle whether or not
0094   the category is included in tax related reports.
0095 </para>
0096 </sect1>
0098 <sect1 id="details.categories.vat">
0099 <sect1info>
0100   <author>&Thomas.Baumgart; &Thomas.Baumgart.mail;</author>
0101 </sect1info>
0103 <title>VAT Support</title>
0105 <para>
0106   You can turn an expense/income category into a VAT category, which means that
0107   it receives all the splits that actually make up the VAT payment towards the
0108   government. You can also enter a specific percentage rate.
0109 </para>
0111 <para>
0112   Categories can be assigned a VAT category, which allows &kmymoney; to split a
0113   transaction for a category into two parts, one for the category and one for
0114   the VAT. Depending on the setting of the gross/net amount switch, the amount
0115   you enter for the transaction is the gross or net amount.
0116 </para>
0118 <para>
0119   Example: In Germany, there are three VAT percentages (0%, 7%, and 19%). So I
0120   have a main category "VAT paid" and three subcategories, one for each
0121   percentage rate. I create these on both the income and the expense sides so
0122   that I have six categories in total.  For the goods I buy, I select one of
0123   the above mentioned categories as the "VAT category assignment".
0124 </para>
0126 <para>
0127   When I buy goods, I enter them into a transaction. Let's assume I have
0128   selected the gross amount entry method, once I enter the category and amount,
0129   &kmymoney; will recognize that there's a VAT assignment and calculate the VAT
0130   part, create a second split with the VAT account and VAT amount and reduce the
0131   category amount.
0132 </para>
0134 <para>
0135   The same applies to income categories but the other way around. Hope that
0136   makes sense.
0137 </para>
0139 </sect1>
0141 <sect1 id="details.categories.delete">
0142 <title>Deleting a category</title>
0144 <para>
0145   To delete a category, select it in the tree, right click to bring up the popup
0146   menu, and select <guimenuitem>Delete</guimenuitem>.  If the category has no
0147   transactions, schedules, or budgets associated with it, and it is not set as the
0148   default category for new transactions with any payee, it will be deleted.
0149 </para>
0151 <para>
0152   If the category has any of those items, a popup will be displayed allowing you
0153   to choose another category to which all those items can be reassigned before
0154   the category is deleted.
0155 </para>
0157 <para>
0158   If you delete a category which is the parent of any other categories, a dialog
0159   will be displayed for you to choose whether to delete that category and all
0160   its sub-categories or just the parent category.  If you choose to just delete
0161   the parent category, then all its sub-categories will be moved to its parent
0162   category.
0163 </para>
0165 <para>
0166   Note that deleting some categories may prompt both for where to reassign its
0167   data and also whether or not to delete any sub-categories.
0168 </para>
0169 </sect1>
0171 <sect1 id="details.categories.open_ledger">
0172 <title>Open ledger for a category</title>
0174 <para>
0175   By right-clicking on any category there is an option to open a ledger for that
0176   category.  You can also double-click on the category.  When this option is
0177   selected &kmymoney; will display a ledger with all the transactions for the
0178   selected category.  This allows you to quickly review all the transactions in
0179   detail for the selected category.  You can then right-click on any transaction
0180   to obtain additional details about the specific transaction ultimately allowing
0181   any editing that may be required.  Note that you cannot edit a transaction in
0182   the Category ledger; you need to switch to the ledger display for the other
0183   account, using one of the selections in the popup menu when you right click on
0184   the transaction.
0186 </para>
0187 </sect1>
0188 </chapter>