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edits to chapter 6
by Jack Ostroff
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Here is the patch for details-accounts.docbook. I have also attached
the new newinst.png. The issues in my previous mail (IBAN vs BIC) still need to be addressed. Is there any reason this section does not explicitly describe setting up checking or savings accounts? In the section on loan accounts, there is a sentence "Compounding is where the interest is added to the amount owed on the loan so that when the interest is next calculated there will be more interest paid on the interest." I'm not sure I follow this - should it be "... there will be less interest paid on the principle, since it has decreased." ?? My final questions are about editing accounts. The last sentence under editing accounts says "Alternatively the account details can be changed through the Ledgers view via the Account Details button in the command frame." This is only one of two places in the entire manual that mention "command frame" which is not defined anywhere. I assume the command frame is the area in the view below the main display, but in the ledger, I don't see any Account Details button. Am I missing it, or has it been removed? My other issue about editing is that the description of editing account details seems not to apply to loans. When I try to edit a loan account, I get the loan wizard, not a dialog with the account details. A few weeks ago, I spent a lot of time just trying to find out what interest rate I had used to set up a loan. Should this section at least mention this issue? Jack [details-accounts.patch] Index: details-accounts.docbook =================================================================== RCS file: /cvsroot/kmymoney2/kmymoney2/doc/en/details-accounts.docbook,v retrieving revision 1.18 diff -u -r1.18 details-accounts.docbook --- details-accounts.docbook 12 May 2009 23:35:49 -0000 1.18 +++ details-accounts.docbook 9 Jul 2009 15:11:31 -0000 @@ -33,20 +33,23 @@ <title id="details.accounts.title">Accounts</title> <para>The Accounts screen provides a summary of all the accounts. There are - four different account categories: Asset, Liability, Income and Expense. + four different account categories: Asset, Liability, Income, and Expense. Typical asset accounts include bank accounts, cash, and investments, while typical liability accounts include credit cards and loans.</para> - <para>There are two ways to view the accounts: List or Icon view. In Icon - view, the different Asset and Liability accounts are shown with icons + <para>There are two ways to view the accounts: List or Icon view, which may + be selected by clicking on the appropriate tab at the top of the view. In + Icon view, the different Asset and Liability accounts are shown with icons indicating the account type. List view shows the name and balance or value of each account.</para> - <para>Income and Expense lists the categories that each transaction is filed - under and provides similar functionality to the Categories screen. The - options and features involving Income and Expense accounts are described in - detail in the Categories chapter. The rest of this chapter will - focus on Asset and Liability account functionality.</para> + <para>In the list view, Income and Expense list the categories that each + transaction is filed under and provides similar functionality to the + Categories screen. The options and features involving Income and Expense + accounts are described in detail in + the <link linkend="details.categories">Categories</link> chapter. The rest + of this chapter will focus on Asset and Liability account + functionality.</para> <sect1 id="details.accounts.create"> <title>Creating an Account</title> @@ -58,15 +61,15 @@ To create a new account, you can either select <menuchoice><guimenu>Account</guimenu><guimenuitem>New account...</guimenuitem></menuchoice> from the menu or choose the <guiicon><inlinemediaobject><imageobject><imagedata fileref="newacct.png" format="PNG"/></imageobject><textobject><phrase>New</phrase></textobject></inlinemediaobject></guiicon> icon from the toolbar. </para> - <para>Alternatively, to create an account using the accounts view click on the Accounts + <para>Alternatively, to create an account using the accounts view, click on the Accounts icon in the view selector and then right click on the Asset tree icon in - the right hand view and select <guimenuitem>New account</guimenuitem> from + the right hand view and select <guimenuitem>New account...</guimenuitem> from the popup menu. The Asset tree holds all of your accounts that are an asset. Assets, and all the other account types, are discussed in more detail later in this manual.</para> <sect2> - <title>The institution (Bank) name</title> + <title>The Institution (Bank) name</title> <para><screenshot> <mediaobject> @@ -90,8 +93,8 @@ create a new institution by clicking on the New Institution button.</para> - <para>This will bring up the following dialog in which to enter your - account number and the bank's <ulink + <para>This will bring up the following dialog in which to enter the bank's + routing number and the bank's <ulink url="http://www.investordictionary.com/definition/international+bank+account+number.aspx">IBAN</ulink> number. These fields may be left blank and filled in at a later time; they are only required for online banking. To proceed to the next step @@ -114,7 +117,7 @@ all other fields are optional.</para> <para>As with the personal information dialog, this data is not - currently used by &kappname; but will be required by future releases for + currently used by &kappname;, but will be required by future releases for certain features. Once you have entered the name click on <guibutton>OK</guibutton> to select the institution or click on <guibutton>Cancel</guibutton> to not use an institution for this @@ -145,7 +148,7 @@ <para>First, enter a name for the account. This name will be used to identify it.</para> - <para>Select the type of account from one of the types available from + <para>Next, select the type of account from one of the types available from the drop down list:</para> <variablelist> @@ -177,8 +180,8 @@ <term>Cash</term> <listitem> - <para>A general purpose account typically used for accounts not - held at a bank.</para> + <para>A general purpose account, typically used for accounts not + held at a bank, such as the cash in your wallet.</para> </listitem> </varlistentry> @@ -186,7 +189,7 @@ <term>Loan</term> <listitem> - <para>An account to manage a loan for money either borrowed or lent. With a Loan account &kappname; automatically calculates interest payments to help you track the remaining principal on the loan.</para> + <para>An account to manage a loan for money either borrowed or lent. With a Loan account &kappname; automatically calculates interest payments to help you track the remaining principal on the loan. Loans with no interest might use the plain Asset or Liability type below, depending on whether the money is lent or borrowed.</para> </listitem> </varlistentry> @@ -194,14 +197,14 @@ <term>Investment</term> <listitem> - <para>An account to manage an investment such as stocks and investment funds.</para> + <para>An account to manage an investment such as stocks or investment funds.</para> </listitem> </varlistentry> <varlistentry> <term>Asset</term> <listitem> - <para>An account to manage an asset.</para> + <para>An account to manage an asset that does not fit in one of the above types.</para> </listitem> </varlistentry> @@ -209,7 +212,7 @@ <term>Liability</term> <listitem> - <para>An account to manage a liability such as money you borrowed or a future expense.</para> + <para>An account to manage a liability such as money you borrowed or a future expense. If interest needs to be calculated, you might be better using the Loan type above.</para> </listitem> </varlistentry> </variablelist> @@ -258,7 +261,7 @@ <sect2> <title>Investment Accounts</title> - <para>For Investment account you have the option to create an associated Brokerage account. For more information see <link linkend="details.investments">Investments</link></para> + <para>For Investment accounts, you have the option to create an associated Brokerage account. For more information see <link linkend="details.investments">Investments</link></para> <para><screenshot> <mediaobject> @@ -525,7 +528,7 @@ </mediaobject> </screenshot></para> - <para>Alternatively the account details can be changed through the <link + <para>Alternatively, the account details can be changed through the <link linkend="details.ledgers">Ledgers</link> view via the <guibutton>Account Details</guibutton> button in the command frame.</para> </sect1> @@ -551,7 +554,7 @@ so.</para> <para>There may be transactions in your ledger that are not shown, for - example if you have inadvertently typed in the wrong year when making an + example, if you have inadvertently typed in the wrong year when making an entry so that an entry remains outside the opening date of &kappname;. This appears beneath the ledger page as remaining funds.</para> </sect1> ------------------------------------------------------------------------------ Enter the BlackBerry Developer Challenge This is your chance to win up to $100,000 in prizes! For a limited time, vendors submitting new applications to BlackBerry App World(TM) will have the opportunity to enter the BlackBerry Developer Challenge. See full prize details at: http://p.sf.net/sfu/Challenge _______________________________________________ KMyMoney2-developer mailing list KMyMoney2-developer@... https://lists.sourceforge.net/lists/listinfo/kmymoney2-developer |
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Re: edits to chapter 6
by Thomas Baumgart
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On Thursday 09 July 2009 17:14:46 Jack wrote:
> Here is the patch for details-accounts.docbook. I have also attached > the new newinst.png. > > The issues in my previous mail (IBAN vs BIC) still need to be addressed. Please see response in other thread. > Is there any reason this section does not explicitly describe setting > up checking or savings accounts? Hmm, maybe because there is only this one page and for credit cards you see a second one? > In the section on loan accounts, there is a sentence "Compounding is > where the interest is added to the amount owed on the loan so that when > the interest is next calculated there will be more interest paid on the > interest." I'm not sure I follow this - should it be "... there will > be less interest paid on the principle, since it has decreased." ?? No. It's about interest to be paid on interest. Assume you have a loan and you will be charged interest every month, but only pay principal every three months. Then for the first and second month your dues rise and thus your interest for the next month. Only after the third month when the principal is lowered it will be less than in the beginning (hopefully). > My final questions are about editing accounts. The last sentence under > editing accounts says "Alternatively the account details can be changed > through the Ledgers view via the Account Details button in the command > frame." This is only one of two places in the entire manual that > mention "command frame" which is not defined anywhere. I assume the > command frame is the area in the view below the main display, but in > the ledger, I don't see any Account Details button. Am I missing it, > or has it been removed? It has been removed. There's only the account edit button and the menu entry. > My other issue about editing is that the description of editing account > details seems not to apply to loans. When I try to edit a loan > account, I get the loan wizard, not a dialog with the account details. Yes. That's right. > A few weeks ago, I spent a lot of time just trying to find out what > interest rate I had used to set up a loan. Should this section at > least mention this issue? That certainly would be helpful. -- Regards Thomas Baumgart GPG-FP: E55E D592 F45F 116B 8429 4F99 9C59 DB40 B75D D3BA ------------------------------------------------------------- How many programmers does it take to change a light bulb? None. It's a hardware problem! ------------------------------------------------------------- ------------------------------------------------------------------------------ Enter the BlackBerry Developer Challenge This is your chance to win up to $100,000 in prizes! For a limited time, vendors submitting new applications to BlackBerry App World(TM) will have the opportunity to enter the BlackBerry Developer Challenge. See full prize details at: http://p.sf.net/sfu/Challenge _______________________________________________ KMyMoney2-developer mailing list KMyMoney2-developer@... https://lists.sourceforge.net/lists/listinfo/kmymoney2-developer |
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Re: edits to chapter 6
by Jack Ostroff
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Re: edits to chapter 6
by Jack Ostroff
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Rate this Message:
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Re: edits to chapter 6
by Jack Ostroff
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Re: edits to chapter 6
by Thomas Baumgart
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On Thursday 09 July 2009 21:56:48 Jack wrote:
> First - I"ll go on to other chapters now, and return to this on after > you apply all or part of the patch, and I understand you will not use > the screenshot I sent. Another thing to consider putting somewhere in > the docs, although I'm not sure where (near the beginning, I think) is > some statement about the differences in banking in different > locations. I suppose this is only critical for on-line banking, but in > that area, it seems there is a lot more available in Europe than in the > US. I am not so sure about that. It might not be more, but it certainly is different. We need to use BIC and IBAN for all inter-european transfers, so I guess we added the fields primarily for reference. I use to look up the numbers in KMyMoney when making transactions via the bank's web-interface. > On 2009.07.09 14:42, Thomas Baumgart wrote: > > On Thursday 09 July 2009 17:14:46 Jack wrote: > >> Here is the patch for details-accounts.docbook. I have also > >> attached the new newinst.png. > >> > >> The issues in my previous mail (IBAN vs BIC) still need to be > >> addressed. > > > > Please see response in other thread. > > As I understand, the BIC and Routing Number are then correct on the new > institution page (at least in theory only until any of this is actually > used for on-line banking in the future). The only thing still > critical is to change IBAN to BIC on this page, and change the > reference to the wikipedia page. The account page should then have > both account number and IBAN - but in fact I only just paid attention > now that these are both on the first page of the new account process. > The possibly confusing part is that particular page is labeled > "institution" since you also pick the institution for the account. I > think this is ok - but when I return to this page, I'll add an > explanation of account number and IBAN (with the other wikipedia link) > in the paragraph above the new institution screenshot. > > Actually - the more I think about it, the new institution screenshot > and explanation should be moved to the previous chapter (on > Institutions) and only a reference to that here, if you need to create > a new institution for the account you are creating. > >> Is there any reason this section does not explicitly describe > >> setting up checking or savings accounts? > > > > Hmm, maybe because there is only this one page and for credit cards > > you see a second one? > > > >> In the section on loan accounts, there is a sentence "Compounding is > >> where the interest is added to the amount owed on the loan so that > >> when the interest is next calculated there will be more interest > >> paid on the interest." I'm not sure I follow this - should it be > >> "... there will be less interest paid on the principle, since it has > >> decreased." ?? > > > > No. It's about interest to be paid on interest. Assume you have a > > loan and you will be charged interest every month, but only pay > > principal every three months. Then for the first and second month > > your dues rise and thus your interest for the next month. Only after > > the third month when the principal is lowered it will be less than in > > the beginning (hopefully). > > This is not just because you only pay principle every three months, but > because you don't even make the interest only payment in between. (interest and principal). > This > can also happen if the interest can rise but there is a limit on the > increase in monthly payment. (I actually had a mortgage like that once > - it was not pretty...) Ooops, not knowing the details, this sounds like a winner for the bank ... > It does make sense now. > > >> My final questions are about editing accounts. The last sentence > >> under editing accounts says "Alternatively the account details can > >> be changed through the Ledgers view via the Account Details button > >> in the command frame." This is only one of two places in the entire > >> manual that mention "command frame" which is not defined anywhere. > >> I assume the command frame is the area in the view below the main > >> display, but in the ledger, I don't see any Account Details button. > >> Am I missing it, or has it been removed? > > > > It has been removed. There's only the account edit button and the > > menu entry. > > Than that will also need editing. > >> My other issue about editing is that the description of editing > >> account details seems not to apply to loans. When I try to edit a > >> loan account, I get the loan wizard, not a dialog with the account > >> details. > > > > Yes. That's right. > > > >> A few weeks ago, I spent a lot of time just trying to find out what > >> interest rate I had used to set up a loan. Should this section at > >> least mention this issue? > > > > That certainly would be helpful. > > Am I correct that the only way to see the current interest on a loan is > to edit the loan, say you are going to modify the interest rate, go > through all the screens until you get to the interest, and then cancel > the edit? > I guess after I do a few more chapters, I'll come back to this one and > the previous one. Sounds good. Keep sending updates. We'll keep adding them to the repository. p.s. Don't forget to mention yourself somewhere. Credits for those who work on the documentation. -- Regards Thomas Baumgart GPG-FP: E55E D592 F45F 116B 8429 4F99 9C59 DB40 B75D D3BA ------------------------------------------------------------- A: I hear that if you play the Windows XP CD backwards, you get a Satanic message! B: That's nothing. If you play it forward, it installs WinXP! ------------------------------------------------------------- ------------------------------------------------------------------------------ Enter the BlackBerry Developer Challenge This is your chance to win up to $100,000 in prizes! For a limited time, vendors submitting new applications to BlackBerry App World(TM) will have the opportunity to enter the BlackBerry Developer Challenge. See full prize details at: http://p.sf.net/sfu/Challenge _______________________________________________ KMyMoney2-developer mailing list KMyMoney2-developer@... https://lists.sourceforge.net/lists/listinfo/kmymoney2-developer |
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