[office/kmymoney/Handbook-5.2] /: More cleanup
Jack Ostroff
null at kde.org
Sat Aug 3 22:22:03 BST 2024
Git commit 0c04a1b7ad4c36d141b2e445d8233645e1ff4ccf by Jack Ostroff.
Committed on 09/07/2024 at 20:51.
Pushed by ostroffjh into branch 'Handbook-5.2'.
More cleanup
M +71 -76 README-CONTRIBUTORS
M +1 -1 doc/credits.docbook
M +27 -30 doc/details-accounts.docbook
M +11 -11 doc/details-budgets.docbook
M +6 -6 doc/details-categories.docbook
M +10 -10 doc/details-currencies.docbook
M +36 -42 doc/details-impexp-csv.docbook
M +2 -2 doc/details-impexp-removed.docbook
M +21 -22 doc/details-impexp.docbook
M +15 -17 doc/details-investments.docbook
M +52 -54 doc/details-ledgers.docbook
M +18 -18 doc/details-payees.docbook
M +24 -26 doc/details-reconciliation.docbook
M +4 -4 doc/details-reports.docbook
M +9 -10 doc/details-schedules.docbook
M +29 -31 doc/details-search.docbook
M +32 -34 doc/details-settings.docbook
M +24 -24 doc/details-tags.docbook
M +1 -1 doc/faq.docbook
M +38 -37 doc/firsttime.docbook
M +12 -12 doc/makemostof.docbook
M +27 -33 doc/man-kmymoney.1.docbook
M +4 -4 doc/reference.docbook
https://invent.kde.org/office/kmymoney/-/commit/0c04a1b7ad4c36d141b2e445d8233645e1ff4ccf
diff --git a/README-CONTRIBUTORS b/README-CONTRIBUTORS
index 21e4dcfb02..c13f04911e 100644
--- a/README-CONTRIBUTORS
+++ b/README-CONTRIBUTORS
@@ -1,90 +1,78 @@
-Latest update - 20240414
+Latest update - 20240708
-This Handbook-5.2 branch is specifically for preparing the Handbook for the
-upcoming (but not yet scheduled) release of KMyMoney 5.2 from master branch.
-Use of a separate branch rather than working in master branch is intended to
-save the translators from extra work, as there are likely to be multiple
-edits to some sections, as well as reorganizations of the material.
+This Handbook-5.2 branch is specifically for preparing the Handbook for the upcoming
+(but not yet scheduled) release of KMyMoney 5.2 from master branch. Use of a
+separate branch rather than working in master branch is intended to save the
+translators from extra work, as there are likely to be multiple edits to some
+sections, as well as reorganizations of the material.
-If you are interested in contributing, please contact
-ostroffjh at users.sourceforge.net so multiple people are not working on the
-same chapters at the same time.
+If you are interested in contributing, please contact ostroffjh at users.sourceforge.net
+so multiple people are not working on the same chapters at the same time.
This branch should have changes ONLY in the doc subdirectory. Master is merged into
this branch on occasion to keep this true.
-Update of screenshots will be left for later in the process, but
-descriptions of what changes or new screenshots are needed can/should be
-placed below the existing or target location.
+Update of screenshots will be left for later in the process, but descriptions of what
+changes or new screenshots are needed can/should be placed below the existing or
+target location.
-I have removed from the handbook the list used for tracking which chapters were
-updated for the 4 -> 5 changes in the What's New section. It is no longer useful or
-needed as this version will be released with the release of 5.2, ane really should be
-complete by then.
+I have removed from the What's New chapter the list used for tracking which chapters
+were updated for the 4 -> 5 changes. It is no longer useful or needed as this
+version will be released with the release of 5.2, and should really be complete by
+then.
All chapters have had at least one pass, with the following exceptions:
-<!ENTITY makemostof SYSTEM "makemostof.docbook">
- I think we need a complete replacement of this chapter.
-
-<!ENTITY details-impexp-csv SYSTEM "details-impexp-csv.docbook">
- Really needs lots more work. I'd love to add a discussion of what parts of import
- are file type specific, and what things are done after an import is processed into
- a common format for final processing.
+I have added a note to the MakeMostOf chapter requesting suggestions for improvement.
+I would really like to totally replace it, but have no good ideas, so it stays mostly
+as is for now.
-<!ENTITY details-impexp-woob SYSTEM "details-impexp-woob.docbook">
- Needs reveiw by Woob user.
+CSV import/export chapter probably needs lots more work.
-<!ENTITY details-budgets SYSTEM "details-budgets.docbook">
- Need to add screenshots
+For import in general, I'd love to add a discussion of what parts are file type
+ specific, and what things are done after an import is processed into a common
+ format for final processing.
-<!ENTITY details-widgets SYSTEM "details-widgets.docbook">
- Needs to be reviewed by Thomas
+The Woob import chapter needs reveiw by Woob user.
-<!-- not directly included in docbook "man-kmymoney.1.docbook" but should
- still be reviewed for accuracy -->
+The Budgets chapter needs additional screenshots.
-----------------
+The Widgets chapter needs to be reviewed by Thomas
-Items which need to be addressed, but so far not sure where (or more likely in
-multiple places.
+The man page, while not directly included in the docbook, still be reviewed for
+accuracy.
-- Some author entities seem NOT to be in the current contributor.entities, although
- they had supposedly been added to svn quite a while ago. Need to confirm all, and
- re-add any which are not currently present.
+----------------
-- Need to determine what to do about email address for deceased contributor.
+Items which need to be addressed, but so far not sure where (or more likely in multiple places)
-- Need consistency in capitalization of Xxx View. What about View Selector?
+- Some author entities seem NOT to be in the current contributor.entities, although they had
+ supposedly been added to svn quite a while ago. Need to confirm all, and re-add any which are not
+ currently present.
-- In Institutuions and Accounts Views, balance is in currency of the account, total
- value is in base currency. Need to confirm, and see how/if this affects roll-up of
- values in various displays/views and reports.
+- In Institutuions and Accounts Views, balance is in currency of the account, total value is in base
+ currency. Need to confirm, and see how/if this affects roll-up of values in various
+ displays/views and reports.
-- In Categories View, Balance and Total Value - which get rolled up under what
- circumstances?
+- In Categories View, Balance and Total Value - which get rolled up under what circumstances?
- I'd really like to avoid use of the word account when talking about tags.
-- most view selectors are "all of your..." why are Payees different? Also need to
- use payee/payor earlier. The definition should not be in this description.
-
-- Add a section on platform specific known issues, and reference it in the makemost
- of section.
+- Add a section on platform specific issues, and reference it in the makemost of section. (Do we
+ want to summarize "known issues" on the web site to stop duplicate reports? could include
+ pointers to bugs, invent issues, discuss topics, and such.)
- Need an early mention of region/country differences. VAT, for example.
-- Firstuse says KMM keeps all your data in a file. Need to add note about where else
- any info id kept (.local/.config for settings, rc file for checkprinting, ... and
- others?) Also not sure where to mention that sql storage is treated as another
- type of file.
+- Firstuse says KMM keeps all your data in a file. Need to add note about where else any info id
+ kept (.local/.config for settings, rc file for checkprinting, ... and others?) Also not sure
+ where to mention that sql storage is treated as another type of file.
-- Where are config files located? Handbook currently says $KDEHOME/share/config, but
- I find it $KDEHOME/kmymoney where $KDEHOME is ~/.config) and other stuff in
- ~/.local/share/kmymoney.
+- Where are config files located? Handbook currently says $KDEHOME/share/.config, but I find it
+ $KDEHOME/kmymoney where $KDEHOME is ~/.config) and other stuff in ~/.local/share/kmymoney.
-- is there a "man file" equivalent on Mac and Windows? (referenced in Launching
- section of Firsttime.
+- is there a "man file" equivalent on Mac and Windows? (referenced in Launching section of
+ Firsttime.
- running 'kmymoney path-to-file' says can import a gnucash file. Import or open
into kmm format?
@@ -98,38 +86,45 @@ multiple places.
- In Accounts View, the type of "Favorite" is "Asset" instead of "Favorite" or blank.
-- Be consistent: click something or click on something?
+- I decided to use "click" and not "click on" but the style sugggestions I read suggest that "click"
+ may not be best. I know we don't have to worry about "tap" as we don't have a mobile version, but
+ there are touchpad laptops and screen readers to consider. I'll leave "click" for now, but will
+ revisit and consider "select." There is also a question of whether you need to specify the type
+ of object being selected; I have delete explicit "button" references, but not "icon," and I'm
+ still undecided about "link."
-- we still have the issue that you cannot edit a loan account, only the schedule
- which was created for paying the loan? https://bugs.kde.org/show_bug.cgi?id=386186
- Note some items can be updated (FIXME - need to confirm all updated - drag/drop for
- hierarchy, and name and soemthing else in existing wizard.)
+- We still have the issue that you cannot edit a loan account, only the schedule which was created
+ for paying the loan (see https://bugs.kde.org/show_bug.cgi?id=386186). Note some items can be
+ updated (FIXME - need to confirm all updated - drag/drop for hierarchy, and name and something
+ else in existing wizard.)
- Confirm wording of VAT percentage in Edit Account section.
-- TMTOWTDI: right-click here, click there. Do we put multiple ways in lots of
- places, or just a first description and then single way in most descriptions?
+- TMTOWTDI: right-click here, click there. Do we put multiple ways in lots of places, or just a
+ first description and then single way in most descriptions?
- confirm which import methods are or are not able to import tags.
-- do we want to be consistent about whether descriptions are above/below/or mixed in
- relation to the screenshot they describe?
+- Should we want be consistent about whether descriptions are above/below/or mixed in relation to
+ the screenshot they describe?
+
+- in Tabbed sections, the sect titles are sometimes just the tab title, but sometimes more
+ descriptive (see Payees Details) Do we want this to and can it be consistent?
-- in Tabbed sections, the sect titles are sometimes just the tab title, but sometimes
- more descriptive (see Payees Details) Do we want this to be consistent?
+- Can you really not match two non-imported transactions? If so, then the date always comes from
+ the imported transaction.
-- Can you really not match two non-imported transactions? If so, then the date
- always comes from the imported transaction.
- --
+- online quote page parser, date field order. Did we recently have a case where it needed to be
+ altered due to field separators in the date? It shouldn't, so am I mis-remembering, or was there
+ a problem?
-- online quote page parser, date field order. Did we recently have a case where it
- needed to be altered due to field separators in the date? It shouldn't, so am I
- mis-remembering, or was there a problem?
+- How much of the online price retrieval needs to be re-written due to moving that funcionality to
+ libalkimia?
- Price Editor dialog first column is labelled Commodity, but in New price entry, it
is called Security. Shouldn't this be consistent?
-- what are cash-flow related transactions? How is the term defined?
+- what are cash-flow related transactions? How (and where) is the term defined?
- CSV importer wizard, Separators page, for three dropdowns at the bottom, the labels
to the left of them are not all aligned the same. The top seems to be centered in
diff --git a/doc/credits.docbook b/doc/credits.docbook
index 5f6e40e277..7e2406d161 100644
--- a/doc/credits.docbook
+++ b/doc/credits.docbook
@@ -95,7 +95,7 @@
<listitem>
<para>
<emphasis role="bold">&Robert.Wadley; &Robert.Wadley.mail;</emphasis>:
- Artist. Icons, splash screen, home view.
+ Artist. Icons, splash screen, Home View.
</para>
</listitem>
</itemizedlist>
diff --git a/doc/details-accounts.docbook b/doc/details-accounts.docbook
index 40bd9c3490..e1a3470059 100644
--- a/doc/details-accounts.docbook
+++ b/doc/details-accounts.docbook
@@ -60,15 +60,14 @@
The Accounts View provides a summary of all the accounts. It is similar to the
Institutions View, except accounts are grouped by the type of account. The list of
accounts under any account type (or under the parent acccount for any subaccounts)
- can be expanded or collapsed by clicking on the arrow to the left of the type or
- name.
+ can be expanded or collapsed by clicking the arrow to the left of the type or name.
</para>
<para>
Similar to the Institutions View, the Accounts View displays several columns with
descriptive and summary information about each account. As with the Institutions
- View, you can select which columns are shown by right-clicking on any column
- heading and selecting or unselecting the checkbox next to the name of the column.
+ View, you can select which columns are shown by right-clicking any column heading
+ and selecting or unselecting the checkbox next to the name of the column.
</para>
<para>
@@ -184,11 +183,11 @@
To create a new account, you can either select the <menuchoice>
<guimenu>Account</guimenu><guimenuitem>New account...</guimenuitem></menuchoice>
menu item or choose the <guiicon><inlinemediaobject><imageobject><imagedata
- fileref="newacct.png" format="PNG"/></imageobject></inlinemediaobject>
- </guiicon> new account icon from the toolbar. You can also create an account
- from the Accounts View; click on the Accounts icon in the view selector and
- then right-click on the Asset or Liability tree icon and select <guimenuitem>New
- account...</guimenuitem> from the popup menu.
+ fileref="newacct.png" format="PNG"/></imageobject></inlinemediaobject> </guiicon>
+ new account icon from the toolbar. You can also create an account from the Accounts
+ View; click the Accounts icon in the View Selector and then right-click the Asset
+ or Liability tree icon and select <guimenuitem>New account...</guimenuitem> from
+ the popup menu.
</para>
<sect2 id="details.accounts.create.institution"><title>The Institution (Bank) name</title>
@@ -207,11 +206,10 @@
<para>
The first step involves selecting an institution for the account. If this is an
account for an institution you have already created, you can select the institution
- from the dropdown list. If you want to create a new institution, click on the
- <guibutton>New Institution</guibutton> button. This will bring up the New
- Institution Dialog, as described in the previous section. If this is not a bank
- account, or if you do not want to use online banking, you do not need to specify an
- institution.
+ from the dropdown list. If you want to create a new institution, click
+ <guibutton>New Institution</guibutton>. This will bring up the New Institution
+ Dialog, as described in the previous section. If this is not a bank account, or if
+ you do not want to use online banking, you do not need to specify an institution.
</para>
<para>
@@ -227,7 +225,7 @@
</para>
<para>
- To proceed to the next step click on <guibutton>Next</guibutton>.
+ To proceed to the next step click <guibutton>Next</guibutton>.
</para>
</sect2>
@@ -376,7 +374,7 @@
</para>
<para>
- To proceed to the next step click on <guibutton>Next</guibutton>.
+ To proceed to the next step click <guibutton>Next</guibutton>.
</para>
</sect2>
@@ -405,7 +403,7 @@
</para>
<para>
- Click on <guibutton>Next</guibutton> to continue.
+ Click <guibutton>Next</guibutton> to continue.
</para>
</sect2>
@@ -773,16 +771,15 @@
<sect1 id="details.accounts.viewing"><title>Opening / viewing accounts</title>
<para>
- To open an account in the <link linkend="details.ledgers.view">Ledgers View</link>,
- you can either click on the link to the account in the Home View, or you can click
- on the <guiicon><inlinemediaobject><imageobject><imagedata
- fileref="ledgers_view.png"
- format="PNG"/></imageobject></inlinemediaobject></guiicon> ledgers icon in the view
- selector. If the account is not already displayed there, then click on the
- <quote>+</quote> in the right-most tab and select the account in the dropdown box
- which appears. Alternatively, in the Accounts View or the Institutionss View,
- either double-click the account name or right-click and select <guimenuitem>Open
- ledger</guimenuitem>.
+ To display an account in the <link linkend="details.ledgers.view">Ledgers
+ View</link>, you can either click the link to the account in the Home View, or you
+ can click the <guiicon> <inlinemediaobject> <imageobject> <imagedata
+ fileref="ledgers_view.png" format="PNG"/> </imageobject> </inlinemediaobject>
+ </guiicon> ledgers icon in the View Selector. If the account is not already
+ displayed there, then click <quote>+</quote> in the right-most tab and select the
+ account in the dropdown box which appears. Alternatively, in the Accounts View or
+ the Institutionss View, either double-click the account name or right-click and
+ select <guimenuitem>Open ledger</guimenuitem>.
</para>
</sect1>
@@ -1035,8 +1032,8 @@
<sect1 id="details.accounts.options"><title>Account Options</title>
<para>
- Right clicking on an Account in either the Institiutions View or the Accounts View
- will bring up the Accounts Options. You can also just click the
+ Right clicking an Account in either the Institiutions View or the Accounts View
+ will bring up the Accounts Options. You can also just select the
<guimenu>Account</guimenu> menu.
</para>
@@ -1121,7 +1118,7 @@
<para>
Selecting <guimenuitem>New investment...</guimenuitem>, which only appears on the
- context menu (by right-clicking an account in the Investments View or Accounts
+ context menu when you right-click an account in the Investments View or Accounts
View, brings up the <link linkend="details.investments.newinvestmentwizard">New
Investment Wizard</link>.
</para>
diff --git a/doc/details-budgets.docbook b/doc/details-budgets.docbook
index 1ed7eabddf..a6ca4c738f 100644
--- a/doc/details-budgets.docbook
+++ b/doc/details-budgets.docbook
@@ -56,8 +56,8 @@
<sect1 id="details.budgets.create" ><title>Your budgets</title>
<para>
You can access your budgets in the <guilabel>Budgets View</guilabel>, which you can
- display by clicking the appropriate icon in the navigation pane at the left hand
- side of your &kmymoney; window.
+ display by clicking the appropriate icon in the View Selector at the left hand side
+ of your &kmymoney; window.
</para>
<para>
@@ -91,7 +91,7 @@
Fiscal year of the Budget. Note that the starting month and day of the
fiscal year can be specified in the <link
linkend="details.settings.general.global">Configure &kmymoney; dialog.</link>
- To change the fiscal year of a Budget, double click on the year.
+ To change the fiscal year of a Budget, double click the year.
</para>
</listitem>
</varlistentry>
@@ -99,7 +99,7 @@
<para>
Values from the selected Budget are displayed to the right. To select a different
- Budget you can click on the Budget in the list on the left. Alternatively, when
+ Budget you can click the budget name in the list on the left. 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,
&kmymoney; will ask you whether you want to save or discard the changes.
@@ -125,7 +125,7 @@
<listitem>
<para>
Edit the name of the selected Budget. You can also edit the name of a Budget
- by double-clicking on the name of a Budget in the list.
+ by double-clickin the name of a Budget in the list.
</para>
</listitem>
</varlistentry>
@@ -140,7 +140,7 @@
<para>
Additional options are available on the <guilabel>Budget Options</guilabel> context
- menu accessed by right-clicking on a Budget.
+ menu accessed by right-clicking a Budget.
</para>
<variablelist>
@@ -199,11 +199,11 @@
<para>
Aside from the Name column, all other columns may be shown or hidden by
- right-clicking on any column header, and checking or unchecking the checkbox next
- to the column name. For more details about the meaning of each column, see the
- <link linkend="details.categories.view">Categories Veiw</link> section. Only the
- columns specifically relevant to Budgets are listed below, but all Category columns
- may be displayed.
+ right-clicking any column header, and checking or unchecking the checkbox next to
+ the column name. For more details about the meaning of each column, see the <link
+ linkend="details.categories.view">Categories Veiw</link> section. Only the columns
+ specifically relevant to Budgets are listed below, but all Category columns may be
+ displayed.
</para>
<variablelist>
diff --git a/doc/details-categories.docbook b/doc/details-categories.docbook
index 96b6994fc3..b9be281045 100644
--- a/doc/details-categories.docbook
+++ b/doc/details-categories.docbook
@@ -34,7 +34,7 @@
The Categories View provides a summary of all the existing categories in your
current data file. Similar to the Accounts View, categories are grouped into
Income and Expense. As with the Institutions View and Accounts View, the list of
- categories can be expanded or collapse by clicking on the arrow to the left of the
+ categories can be expanded or collapse by clicking the arrow to the left of the
type or name. As with Asset and Liability Accounts, Categories can be considered
subcategories, with a parent of another category instead of the top-level Income or
Expense.
@@ -43,8 +43,8 @@
<para>
Similar to the Accounts View, the Categories View displays several columns with
descriptive and summary information about each category. As with the Accounts
- View, you can select which columns are shown by right-clicking on any column
- heading and selecting or unselecting the checkbox next to the name of the column.
+ View, you can select which columns are shown by right-clicking any column heading
+ and selecting or unselecting the checkbox next to the name of the column.
</para>
<para>
@@ -102,7 +102,7 @@
<sect1 id="details.categories.edit"><title>Editing a Category</title>
<para>
- To edit a category, right-click on a category name in the Category View, and choose
+ To edit a category, right-click a category name in the Category View, and choose
<guimenuitem>Edit category...</guimenuitem>. A window appears with the same three
tabs as the <guilabel>Create a new Category</guilabel> dialog: General, Hierarchy,
and Tax. Each tab allows you to edit certain details of the category.
@@ -116,7 +116,7 @@
<para>
The Hierarchy tab allows you to change the parent of the selected category by
- clicking on another category which then becomes the parent. In addition, you can
+ clicking another category which then becomes the parent. In addition, you can
drag a category and drop it under its new parent.
</para>
@@ -204,7 +204,7 @@
category. When this option is selected &kmymoney; will display that category in a
tab in the Ledgers View, showing all the transactions for the selected category.
This allows you to quickly review all the transactions in detail for the selected
- category. You can then right-click on any transaction to obtain additional details
+ category. You can then right-click any transaction to obtain additional details
about the specific transaction, and can even edit the transaction.
</para>
</sect1>
diff --git a/doc/details-currencies.docbook b/doc/details-currencies.docbook
index c576060ff1..2170cf8c31 100644
--- a/doc/details-currencies.docbook
+++ b/doc/details-currencies.docbook
@@ -54,13 +54,13 @@
<para>
For a newly created data file, the Currencies dialog will show only the currency
you chose as the default currency. If you want to use a different currency for a
- new account, you must first add that currency. By clicking the
- <guibutton>Add</guibutton> button, you will be presented with the same list of
- currencies from which you chose the default currency. You can either scroll
- through the list or use the search box at the top to find the currency you wish to
- use. Click on that currency, and click <guibutton>OK</guibutton>. The Currencies
- dialog will then include that currency in the list displayed, and you can now
- select that currency when creating a new account.
+ new account, you must first add that currency. By clicking
+ <guibutton>Add</guibutton>, you will be presented with the same list of currencies
+ from which you chose the default currency. You can either scroll through the list
+ or use the search box at the top to find the currency you wish to use. Click that
+ currency, and click <guibutton>OK</guibutton>. The Currencies dialog will then
+ include that currency in the list displayed, and you can now select that currency
+ when creating a new account.
</para>
</sect2>
@@ -87,10 +87,10 @@
<para>
To manually add a currency, bring up the Currencies dialog, as shown above.
- Right-click on any existing currency and select <guimenuitem>New
+ Right-click any existing currency and select <guimenuitem>New
currency</guimenuitem> from the <guimenu>Currency Options</guimenu> context menu,
- or click the <guibutton>New</guibutton> button. This will bring up the
- <guilabel>Currency editor</guilabel>.
+ or click <guibutton>New</guibutton>. This will bring up the <guilabel>Currency
+ editor</guilabel>.
</para>
<screenshot>
diff --git a/doc/details-impexp-csv.docbook b/doc/details-impexp-csv.docbook
index 5302a48303..65404b9a42 100644
--- a/doc/details-impexp-csv.docbook
+++ b/doc/details-impexp-csv.docbook
@@ -132,8 +132,8 @@
If you have previously created one or more profiles, the other two buttons will be
enabled. If you click <guilabel>Remove</guilabel>, the profile named in the
dropdown will be deleted. If you click <guilabel>Rename</guilabel>, then alter the
- name displayed in the dropdown, and click the Rename button again, the profile will
- be renamed accordingly.
+ name displayed in the dropdown, and click <guilabel>Rename</guilabel> again, the
+ profile will be renamed accordingly.
</para>
<para>
@@ -161,9 +161,8 @@
of data you are importing. In the profile selector dropdown, you can select the
name of a previously created CSV Importer profile, or enter a new name, possibly
the name of the account into which you wish to import, and click
- <guilabel>Add</guilabel>. Finally, click on <guilabel>Select File</guilabel>, and
- a file selector dialog will open, where you ` select the CSV file you wish to
- import.
+ <guilabel>Add</guilabel>. Finally, click <guilabel>Select File</guilabel>, and a
+ file selector dialog will open, where you ` select the CSV file you wish to import.
</para>
</sect3>
@@ -204,7 +203,7 @@
your data is actually tab delimited, and not a comma delimited, be aware that doing
so will reset any field choices you may already have made. Generally the quote
(") is the correct text delimiter, but you may change it as necessary. Click
- on <guibutton>Next</guibutton> to proceed.
+ <guibutton>Next</guibutton> to proceed.
</para>
</sect3>
@@ -261,8 +260,7 @@
</para>
<para>
- When you are ready, click on <guilabel>Next</guilabel> to advance the wizard to the
- next step.
+ When you are ready, click <guilabel>Next</guilabel> to proceed to the next step.
</para>
</sect3>
@@ -356,8 +354,8 @@
<para>
If you notice you have made an incorrect choice, just change that selection. If
- several changes need to be made, you can click the <guilabel>Clear all</guilabel>
- button and start over.
+ several changes need to be made, you can click <guilabel>Clear all</guilabel> and
+ start over.
</para>
<para>
@@ -477,15 +475,14 @@
percentage rate into the <guilabel>Fee rate</guilabel> field. In addition, if
there is a minimum fee, specify it in the <guilabel>Minimal Fee</guilabel> field,
which becomes enabled when you enter the Fee rate (with a decimal point.) At this
- point, clicking the <guibutton>Calculate Fees</guibutton> button will add a column
- at the right of the table above, and will indicate the calculated fee for each
+ point, clicking <guibutton>Calculate Fees</guibutton> will add a column at the
+ right of the table above, and will indicate the calculated fee for each
transaction.
</para>
<para>
- If you made a mistake in entering the fee information, clicking the
- <guibutton>Clear Fee</guibutton> button will reset all the fee related fields to
- their initial values.
+ If you made a mistake in entering the fee information, clicking <guibutton>Clear
+ Fee</guibutton> will reset all the fee related fields to their initial values.
</para>
</listitem>
@@ -502,9 +499,9 @@
possibly in a header row, the name should be entered into the
<guilabel>Security Name</guilabel> box. The name you enter will be added to
the dropdown list for future use. You may subsequently wish to remove that
- name from the list. If so, select it, then click the <guilabel>Hide
- security</guilabel> button. This removes it only from this list, and has no
- effect on your main &kmymoney; file.
+ name from the list. If so, select it, then click <guilabel>Hide
+ security</guilabel>. This removes it only from this list, and has no effect
+ on your main &kmymoney; file.
</para>
</listitem>
@@ -581,12 +578,12 @@
</para>
<para>
- You can edit a symbol or security name by double clicking the cell. For
- each security, if necessary, edit the name in one of its rows, If the correct
- security name appears in the imported file, double click on it to select it,
- then copy and paste/edit, taking care if you have used a variation or
- abbreviation within &kmymoney;. If you edit a security name, that edit will
- be applied to all rows with the same symbol.
+ You can edit a symbol or security name by double=clicking the cell. For each
+ security, if necessary, edit the name in one of its rows, If the correct security
+ name appears in the imported file, double-click it to select it, then copy and
+ paste/edit, taking care if you have used a variation or abbreviation within
+ &kmymoney;. If you edit a security name, that edit will be applied to all rows
+ with the same symbol.
</para>
<para>
@@ -607,18 +604,16 @@
</para>
<para>
- If you have more that one transaction referring to the same security, you can
- edit all of them at once, using multi-select. For instance, to add a symbol for
- several lines, press and hold the &Ctrl; key, and in the symbol column,
- select each transaction. While still holding the &Ctrl; key,
- all those symbol cells should still be selected, so click on one and enter the
- symbol. Click inside the window but outside that column, or hit
- &Enter; (not <guibutton>OK</guibutton>). Now that those
- transactions all have the same symbol, double click one detail entry and edit
- the security name as you wish. Click elsewhere on the window (or
- &Enter;) to accept the edit, which will then change all
- those entries. The remaining entries will show the symbols picked up from the
- transactions in the import file.
+ If you have more that one transaction referring to the same security, you can edit
+ all of them at once, using multi-select. For instance, to add a symbol for several
+ lines, press and hold the &Ctrl; key, and in the symbol column, select each
+ transaction. While still holding the &Ctrl; key, all those symbol cells should
+ still be selected, so click one and enter the symbol. Click inside the window but
+ outside that column, or hit &Enter; (not <guibutton>OK</guibutton>). Now that
+ those transactions all have the same symbol, double-click one detail entry and edit
+ the security name as you wish. Click elsewhere on the window (or &Enter;) to
+ accept the edit, which will then change all those entries. The remaining entries
+ will show the symbols picked up from the transactions in the import file.
</para>
<para>
@@ -737,8 +732,8 @@
</para>
<para>
- If you wish to save your settings, remember to click the
- <guibutton>Finish</guibutton> button, and the plugin will then close.
+ If you wish to save your settings, remember to click <guibutton>Finish</guibutton>,
+ and the plugin will then close.
</para>
</sect3>
@@ -850,10 +845,9 @@
<para>
Specify the name of the exported CSV file either by entering the complete path in
- the <guilabel>File to export to</guilabel> field, or by clicking the
- <guilabel>Browse</guilabel> button and navigating to it in the Save File dialog.
- Choose which account to export with the <guilabel>Account to export</guilabel>
- dropdown.
+ the <guilabel>File to export to</guilabel> field, or by clicking
+ <guilabel>Browse</guilabel> and navigating to it in the Save File dialog. Choose
+ which account to export with the <guilabel>Account to export</guilabel> dropdown.
</para>
<para>
diff --git a/doc/details-impexp-removed.docbook b/doc/details-impexp-removed.docbook
index e288b257fd..b37b2627f7 100644
--- a/doc/details-impexp-removed.docbook
+++ b/doc/details-impexp-removed.docbook
@@ -27,8 +27,8 @@
<para>
Transaction data can be edited or even deleted if needed. To edit a transaction
- simply double-click on the entry or hit enter when the entry is highlighted. Once
- finished click on <guibutton>OK</guibutton> to accept the imported transactions or
+ simply double-click the entry or hit enter when the entry is highlighted. Once
+ finished click <guibutton>OK</guibutton> to accept the imported transactions or
<guibutton>Cancel</guibutton> to remove the imported transactions.
</para>
</sect2>
diff --git a/doc/details-impexp.docbook b/doc/details-impexp.docbook
index 757aa10aaf..eb5b2132b0 100644
--- a/doc/details-impexp.docbook
+++ b/doc/details-impexp.docbook
@@ -182,7 +182,7 @@
always contain at least 2 splits, and to conform to &gnucash;'s double-entry
bookkeeping standard, these must be in monetary balance (&ie;, they must balance
out to zero). &kmymoney; encourages, but does not enforce, this standard, but any
- imported transaction which is not balanced will be marked in the ledger view as
+ imported transaction which is not balanced will be marked in the Ledgers View as
having a problem.
</para>
</sect4>
@@ -544,8 +544,7 @@
<para>
The resulting dialog prompts for the QIF filename, allowing you to type in the full
- path to the file or to locate the file by clicking on the
- <guibutton>Browse</guibutton> button.
+ path to the file or to locate the file by clicking <guibutton>Browse</guibutton>.
</para>
<para>
@@ -568,7 +567,7 @@
</para>
<para>
- Click on <guibutton>Import</guibutton> to import the QIF file.
+ Click <guibutton>Import</guibutton> to import the QIF file.
</para>
<para>
@@ -589,7 +588,7 @@
In case &kmymoney; could not detect the name of the account to be imported, the
user will be asked to select the account into which the data should be imported.
If the account does not already exist in your file, a new account can be created by
- clicking on <guibutton>Create</guibutton>.
+ clicking <guibutton>Create</guibutton>.
</para>
<para>
@@ -729,11 +728,10 @@
dialog by selecting <menuchoice> <shortcut>
<keycombo>&Ctrl;&Shift;<keycap>,</keycap> </keycombo> </shortcut>
<guimenu>Settings</guimenu> <guimenuitem>Configure &kmymoney;...</guimenuitem>
- </menuchoice> from the main menu, clicking on <inlinemediaobject> <imageobject>
+ </menuchoice> from the main menu, clicking <inlinemediaobject> <imageobject>
<imagedata fileref='preferences-plugin.svg' format='SVG'/> </imageobject>
</inlinemediaobject> <guilabel>Plugins</guilabel> at the bottom of the left panel,
- and clicking the &configicon; configure button on the entry for <quote>QIF
- Importer</quote>.
+ and clicking &configicon; Configure on the entry for <quote>QIF Importer</quote>.
</para>
<para>
@@ -758,10 +756,10 @@
On the left, the Profile selector displays a list of all existing QIF Profiles;
select one to edit its configuration. To create an new profile, press the
<guibutton>New</guibutton> button. You can rename an existing profile by selecting
- it in the Profile selector and clicking the <guibutton>Rename</guibutton> button,
- and delete one with the <guibutton>Delete</guibutton> button. Clicking the
- <guibutton>Reset</guibutton> button resets all the fields of the currenlty
- displayed profile to their default values.
+ it in the Profile selector and clicking <guibutton>Rename</guibutton>, and delete
+ one with the <guibutton>Delete</guibutton> button. Clicking
+ <guibutton>Reset</guibutton> resets all the fields of the currenlty displayed
+ profile to their default values.
</para>
<para>
@@ -1004,15 +1002,16 @@
<sect2 id="details.impexp.webconnect"><title>Web Connect</title>
<para>
- Rather than explicitly downloading an OFX file, as described above, the easiest way
+ Rather than explicitly downloading an OFX file, as described above, an easier way
to import an OFX file is to set up Web Connect. Visit your bank's web site, and
- click on the button or link to download an OFX file. Your browser should ask
- whether you want to save the file, or else what program you would like to use to
- open the file. Point your browser to &kmymoney;. It will then import the
- downloaded OFX file directly into the &kmymoney; file you currenlty have open, or
- the file you most recently had open. You can also change the file associations of
- your desktop environment, and have the system automatically opne &kmymoney; if you
- click on an OFX file in your file browser. you.
+ click the button or link to download your data as an OFX file. (Some institutions
+ will only list QFX, which is equivalent.) Your browser should ask whether you want
+ to save the file, or else what program you would like to use to open the file.
+ Point your browser to &kmymoney;. It will then import the downloaded OFX file
+ directly into the &kmymoney; file you currenlty have open, or the file you most
+ recently had open. You can also change the file associations of your desktop
+ environment, and have the system automatically open &kmymoney; if you click an OFX
+ file in your file browser.
</para>
<para>
@@ -1058,10 +1057,10 @@
<para>
The first step is to configure each account for which you wish to download
- transactions. Go to the Accounts view, right-click on the account you wish to
+ transactions. Go to the Accounts view, right-click the account you wish to
configure, and choose <guimenuitem>Map to online account...</guimenuitem>. This is
also available from the <guimenu>Accounts</guimenu> menu if the account is open in
- the Ledger View. In case more than one online banking plugin is installed on your
+ the Ledgers View. In case more than one online banking plugin is installed on your
system you will be asked which one to use. For the internal OFX method select
<guimenuitem>&kmymoney; OFX</guimenuitem>. A list of banks will be downloaded from
the Internet and a wizard will guide you through choosing a bank, entering your
diff --git a/doc/details-investments.docbook b/doc/details-investments.docbook
index ce3fd7d745..37db5f00e7 100644
--- a/doc/details-investments.docbook
+++ b/doc/details-investments.docbook
@@ -120,18 +120,18 @@
At the top of the list of equities is the <guilabel>Select Account:</guilabel>
dropdown, where you can select the investment account for which you want to see the
specific investments. If you have checked <link
- linkend="details.settings.general.views">Synchronize account selection of ledger
- and investment view</link> in the configuration dialog, then if you are looking at
- an investment account in the Legders View, and then switch to the Investments View,
- that account will already be selected.
+ linkend="details.settings.general.views">Synchronize account selection of Ledgers
+ View and Investments View</link> in the configuration dialog, then if you are
+ looking at an investment account in the Legders View, and then switch to the
+ Investments View, that account will already be selected.
</para>
<para>
Simlar to the Institutions and several other views, the Equities tab displays
several columns with descriptive and summary information about each equity. As
with the Institutions View, you can select which columns are shown by
- right-clicking on any column heading and selecting or unselecting the checkbox next
- to the name of the column.
+ right-clicking any column heading and selecting or unselecting the checkbox next to
+ the name of the column.
</para>
<variablelist>
@@ -196,8 +196,8 @@
</variablelist>
<para>
- The order for any of the columns except Name changed by left clicking on the item
- name in the column header, and dragging it to the left or right.
+ The order for any of the columns except Name can be changed by left clicking the
+ column header, and dragging it to the left or right.
</para>
</sect2>
@@ -284,8 +284,7 @@
<para>
As with the Equities tab, the order for any of the columns except Security can
- changed by left clicking on the item name in the column header, and dragging it to
- the left or right.
+ changed by left clicking the column header and dragging it to the left or right.
</para>
</sect2>
</sect1>
@@ -547,12 +546,11 @@
<sect1 id="details.investments.edit"><title>Editing an Investment</title>
<para>
The <guilabel>Equities</guilabel> tab of the Investments View lists your current
- holdings in this Investment account.
- Right-click on any of the investments to bring up the <guimenu>Investment
- Options</guimenu> context menu, where you can add, edit, or delete an individual
- investment from this account. Also, you can update the price of an investments here
- either manually or via its online source. In addition, it is possible to close an
- empty account, or to reopen a closed account.
+ holdings in this Investment account. Right-click any of the investments to bring
+ up the <guimenu>Investment Options</guimenu> context menu, where you can add, edit,
+ or delete an individual investment from this account. Also, you can update the
+ price of an investments here either manually or via its online source. In
+ addition, it is possible to close an empty account, or to reopen a closed account.
</para>
<para>
@@ -562,7 +560,7 @@
</para>
<para>
- Right-clicking on an entry in the Securities tab produces a <guilabel>Securites
+ Right-clicking an entry in the Securities tab produces a <guilabel>Securites
Options</guilabel> conext menu, where you can edit or delete a security. Actually
creating a security is done when you create an equity in an Investment account, and
do not choose to reuse an existing security, as discussed above.
diff --git a/doc/details-ledgers.docbook b/doc/details-ledgers.docbook
index c4f050ad2b..d344159913 100644
--- a/doc/details-ledgers.docbook
+++ b/doc/details-ledgers.docbook
@@ -19,16 +19,16 @@
accounts. This veiw has had a major overaul since the 5.1 series of &kmymoney;
releases. The main difference is that it is now a tabbed display, so you can have
more than one account displayed at once. You can actually only see one at a time,
- but switching by simply clicking on a different tab is significantly more
- convenient than having to select the other account in a dropdown.
+ but switching by simply clicking a different tab is significantly more convenient
+ than having to select the other account in a dropdown.
</para>
<para>
The main display area shows zero or more tabs, each one for the ledger display on
one account. The rightmost tab will always have a <guilabel>+</guilabel>.
- Clicking on this will display a dropdown where you can select the account to view,
- and a new tab will be created for that account. The rest of this chapter will
- descirbe using the ledger for any single account.
+ Clicking this will display a dropdown where you can select the account to view, and
+ a new tab will be created for that account. The rest of this chapter will descirbe
+ using the ledger for any single account.
</para>
<para>
@@ -122,8 +122,8 @@
<para>
The following columns are optional, and their presence can be toggled by right
- clicking on any column header and selecting or deselecting the appropriate
- checkbox. Currently, the columns cannot be reordered.
+ clicking any column header and selecting or deselecting the appropriate checkbox.
+ Currently, the columns cannot be reordered.
</para>
<formalpara><title>No.</title>
@@ -156,7 +156,7 @@
After a transaction has been entered, it is displayed in the transaction list. You
can also change transaction properties or even create new transactions directly in
the list. In the transactions list, the default order of transactions is sorted by
- transaction date, with the most recent transaction on the bottom. Clicking on the
+ transaction date, with the most recent transaction on the bottom. Clicking the
header of the transaction list brings up a dialog box that will allow the ability
to change the sort order of the transactions. For instructions on how to change
the default sort order, see the <link
@@ -172,7 +172,7 @@
</para>
<para>
- In previous versions of &kmymoney; you needed to right-click on a column header to
+ In previous versions of &kmymoney; you needed to right-click a column header to
change the sort order. Now, right-clicking allows you to toggle display of the
optional columns, and you need to left-click to change the sort order.
</para>
@@ -214,10 +214,10 @@
In previous versions of &kmymoney;, the filter area was at the top of the
transaction list, and was always displayed. Now, when shown, it is at the bottom.
It is normally hidden, but can be displayed by typing
- <keycombo>&Ctrl;<keycap>F</keycap></keycombo>. At the left of the filter area is a
- <guiicon> <inlinemediaobject> <imageobject> <imagedata fileref="dialog-close.svg"
+ <keycombo>&Ctrl;<keycap>F</keycap> </keycombo>. At the left of the filter area is
+ a <guiicon> <inlinemediaobject> <imageobject> <imagedata fileref="dialog-close.svg"
format="SVG"/></imageobject></inlinemediaobject></guiicon> Dialog Close icon.
- Clicking on this will clear any filters in place and hide the filter area.
+ Clicking this will clear any filters in place and hide the filter area.
</para>
<screenshot>
@@ -275,7 +275,7 @@
<sect2><title>The transaction form</title>
<para>
- Whether or not the transaction form is displayed at the bottom area of the Ledger
+ Whether or not the transaction form is displayed at the bottom area of the Ledgers
View depends on your configuration and the type of account being displayed. If
present, it includes fields for all the details of a single transaction, as well as
buttons for various actions that can apply to a transaction. It is described in
@@ -291,8 +291,8 @@
transaction form is displayed by default and this is the method we will discuss
first. Turning off the transaction form can be accomplished with a check-box on
the dialog presented when you select the <guimenuitem>Configure
- &kmymoney;...</guimenuitem> menu item and clicking <guilabel>Ledger</guilabel> on
- the left. This is described in the section on <link
+ &kmymoney;...</guimenuitem> menu item and click <guilabel>Ledger</guilabel> on the
+ left. This is described in the section on <link
linkend="details.settings.register">configuring the Ledger</link>.
</para>
@@ -319,7 +319,7 @@
</screenshot>
<para>
- The transaction form at the bottom of the ledger view is the interface for manually
+ The transaction form at the bottom of the Ledgers View is the interface for manually
creating transactions.
</para>
@@ -335,11 +335,10 @@
Enter the information using the following notes on the available fields. Note that
many fields have <quote>Auto Completion</quote> turned on. That is, if you start
typing, &kmymoney; will offer alternatives matching the characters you begin to
- enter. To select the matching content simply click on the entry by using your
- mouse or selecting the appropriate keyboard keys. If the entry is not listed
- finish typing the content to add the new value. The next time you type the
- content, &kmymoney; will find it for you as you begin to enter the initial
- characters.
+ enter. To select the matching content simply click the entry or press the
+ appropriate keyboard keys. If the entry is not listed finish typing the content to
+ add the new value. The next time you type the content, &kmymoney; will find it for
+ you as you begin to enter the initial characters.
</para>
<para>
@@ -447,10 +446,10 @@
</para>
<para>
- When you are satisfied that all the fields have been adequately filled in, click on
- <guibutton>Enter</guibutton>. If you accidentally press or click on
+ When you are satisfied that all the fields have been adequately filled in, click
+ <guibutton>Enter</guibutton>. If you accidentally press or click
<guibutton>Enter</guibutton> before you have finished entering all the data, click
- on <guibutton>Edit</guibutton> to resume entering the data.
+ <guibutton>Edit</guibutton> to resume entering the data.
</para>
</sect3>
</sect2>
@@ -481,19 +480,19 @@
<guiicon><inlinemediaobject><imageobject><imagedata fileref="ledgers_view.png"
format="PNG"/></imageobject></inlinemediaobject> </guiicon> register icon from the
list on the left. The option to uncheck is labeled <guilabel>Show transaction
- form</guilabel>. When finished click on <guibutton>OK</guibutton> to be ready to
+ form</guilabel>. When finished click <guibutton>OK</guibutton> to be ready to
directly enter or edit transactions.
</para>
<sect2><title>Starting the edit</title>
<para>
- To enter a new transaction into the ledger, you can either click on the empty entry
- at the bottom of the ledger list, press <keycombo>&Ctrl;&Ins;</keycombo>, or select
- the <menuchoice><guimenu>Transaction</guimenu>
- <guimenuitem>New transaction...</guimenuitem></menuchoice> menu item. To edit an
- existing transaction, use the &Up; and &Down; arrow keys to navigate through the
- list. After pressing &Enter; or double-clicking on an entry, the transaction list
- displays the fields required to enter or edit the transaction.
+ To enter a new transaction into the ledger, you can either click the empty entry at
+ the bottom of the ledger list, press <keycombo>&Ctrl;&Ins;</keycombo>, or select
+ the <menuchoice> <guimenu>Transaction</guimenu> <guimenuitem>New
+ transaction...</guimenuitem> </menuchoice> menu item. To edit an existing
+ transaction, use the &Up; and &Down; arrow keys to navigate through the list.
+ After pressing &Enter; or double-clicking an entry, the transaction list displays
+ the fields required to enter or edit the transaction.
</para>
<para>
@@ -570,10 +569,10 @@
</screenshot>
<para>
- To enter a new split or sub-transaction click the <guibutton>New</guibutton> button
- press <keycombo action="simul">&Ctrl;&Ins;</keycombo>, or double-click an empty
- row. Double-clicking an existing row lets you edit the split. This will expand
- the row into form where you can enter or edit a split.
+ To enter a new split or sub-transaction click <guibutton>New</guibutton>, press
+ <keycombo action="simul">&Ctrl;&Ins;</keycombo>, or double-click an empty row.
+ Double-clicking an existing row lets you edit the split. This will expand the row
+ into form where you can enter or edit a split.
</para>
<screenshot>
@@ -610,13 +609,13 @@
<para>
To redistribute an <quote>Unassigned</quote> or <quote>Overassigned</quote> amount,
- select the split to be adjusted, and click the <guibutton>Apply
- Difference</guibutton> button. If <quote>Unassigned</quote> was previously shown
- and non-zero, that amount will be added to the selected line item value. If
- <quote>Overassigned</quote> was previously shown and non-zero, that amount will be
- subtracted from the selected line item value. As a result, the
- <quote>Unassigned</quote> or <quote>Overassigned</quote> amount will be set to zero
- and the transaction can be saved successfully.
+ select the split to be adjusted, and click <guibutton>Apply Difference</guibutton>.
+ If <quote>Unassigned</quote> was previously shown and non-zero, that amount will be
+ added to the selected line item value. If <quote>Overassigned</quote> was
+ previously shown and non-zero, that amount will be subtracted from the selected
+ line item value. As a result, the <quote>Unassigned</quote> or
+ <quote>Overassigned</quote> amount will be set to zero and the transaction can be
+ saved successfully.
</para>
<screenshot>
@@ -642,12 +641,11 @@
<sect2 id="details.ledger.edit"><title>Editing transactions</title>
<para>
- To edit a transaction, select it in the list view and either click on
- <guibutton>Edit</guibutton> in the transaction form or right-click on the entry and
+ To edit a transaction, select it in the list view and either click
+ <guibutton>Edit</guibutton> in the transaction form or right-click the entry and
select <guimenuitem>Edit</guimenuitem> from the popup menu. If you are editing
transactions directly in the list you can edit the transaction simply by
- double-clicking on an entry or by pressing &Enter; when a transaction is
- highlighted.
+ double-clicking an entry or by pressing &Enter; when a transaction is highlighted.
</para>
</sect2>
@@ -691,8 +689,8 @@
If this happens, the solution is to tell &kmymoney; that the transactions are the
same, using the manual matching interface. This allows you to match an imported
transaction with a hand-entered (non-imported) transaction. To do so, select one
- of the transactions to be matched by clicking on it, then select the other by left
- clicking on it while pressing the <keycap>&Ctrl;</keycap> key, and then select
+ of the transactions to be matched by clicking it, then select the other by clicking
+ it while pressing the <keycap>&Ctrl;</keycap> key, and then select
<guimenuitem>Match</guimenuitem> from the context menu. This will match and
combine the two transactions. The values of both transactions must be the same for
the match to work, except that the dates may differ by the window specified in the
@@ -792,8 +790,8 @@
<sect1 id="details.ledgers.settings"><title>Changing Transaction Settings</title>
<para>
- There are several options that change the appearance and behavior of the Ledger
- view in terms of transactions. These settings are found by selecting
+ There are several options that change the appearance and behavior of the Ledgers
+ View in terms of transactions. These settings are found by selecting
<guimenu>Settings</guimenu><guimenuitem>Configure &kmymoney;</guimenuitem> from the
menu bar, and selecting the <guiicon><inlinemediaobject><imageobject> <imagedata
fileref="ledgers_view.png" format="PNG"/></imageobject>
@@ -809,7 +807,7 @@
<formalpara><title>Show transaction form</title>
<para>
This setting is under the Display tab in the settings dialog: toggle to hide the
- transaction form at the bottom of the Ledger View. Transactions can still be
+ transaction form at the bottom of the Ledgers View. Transactions can still be
entered directly into an empty line at the end of the transaction list, through an
automatic compact entry area.
</para>
@@ -877,12 +875,12 @@
<para>
Options include jumping to the Payees view for the Payee in the transaction,
- jumping to the ledger view for another account in the transaction, creating a
+ jumping to the Ledgers View for another account in the transaction, creating a
schedule based on this transaction, and changing the reconciled or cleared status.
</para>
<para>
- To edit the account information from the Ledger View, select
+ To edit the account information from the Ledgers View, select
<guimenu>Account</guimenu> from the menu bar. From the <guimenuitem>Edit
Account...</guimenuitem> menu item, you can change the account details. There is
also a menu item to bring up the Reconcile menu, which allows you to match
diff --git a/doc/details-payees.docbook b/doc/details-payees.docbook
index d9facb8a72..742374ad66 100644
--- a/doc/details-payees.docbook
+++ b/doc/details-payees.docbook
@@ -66,29 +66,29 @@
To add a payee or payer, click the <guiicon> <inlinemediaobject> <imageobject>
<imagedata fileref="list-add-user.svg" format="SVG"/> </imageobject>
</inlinemediaobject> </guiicon>New Payee button. This creates a new payee called
- <quote>New Payee</quote>. You can also right-click on any existing payee and
- select <guimenuitem>Add payee</guimenuitem>.
+ <quote>New Payee</quote>. You can also right-click any existing payee and select
+ <guimenuitem>Add payee</guimenuitem>.
</para>
</sect2>
<sect2><title>Renaming a Payee or Payer</title>
<para>
- To rename a payee or payer, select the payee (left click on the name) and click
- the <guiicon> <inlinemediaobject> <imageobject> <imagedata
+ To rename a payee or payer, select the payee (left click the name) and click
+ <guiicon> <inlinemediaobject> <imageobject> <imagedata
fileref="user-group-properties.svg" format="SVG"/> </imageobject>
- </inlinemediaobject> </guiicon>Rename Payee button. You can also double-click on
- the name or right-click on the name and select <guimenuitem>Rename
- payee</guimenuitem>. The name then becomes editable. Changing the name will
- affect the name in all the transactions in which it appears.
+ </inlinemediaobject> </guiicon>Rename Payee. You can also double-click the name or
+ right-click the name and select <guimenuitem>Rename payee</guimenuitem>. The name
+ then becomes editable. Changing the name will affect the name in all the
+ transactions in which it appears.
</para>
</sect2>
<sect2><title>Deleting a Payee or Payer</title>
<para>
- To remove a payee or payer, select it and click the <guiicon> <inlinemediaobject>
+ To remove a payee or payer, select it and click <guiicon> <inlinemediaobject>
<imageobject> <imagedata fileref="list-remove-user.svg" format="SVG"/>
- </imageobject> </inlinemediaobject> </guiicon> Delete Payee button, or right-click
- the name and select <guimenuitem>Delete payee</guimenuitem>. If the payee has any
+ </imageobject> </inlinemediaobject> </guiicon> Delete Payee, or right-click the
+ name and select <guimenuitem>Delete payee</guimenuitem>. If the payee has any
transactions, you will be presented with a dialog that allows you to reassign them
to a different payee, and also a checkbox to add the deleted name to the new
payee's matching list.
@@ -99,11 +99,11 @@
<para>
To merge two payees, select one of them (left-click the name) then select the other
(<keycombo>&Ctrl;<mousebutton>left click</mousebutton></keycombo>). You can then
- either click the <guiicon><inlinemediaobject><imageobject><imagedata
+ either click <guiicon><inlinemediaobject><imageobject><imagedata
fileref="user-group-properties.svg" format="SVG"/></imageobject>
- </inlinemediaobject> </guiicon> Merge Payees button or right-click either of the
- selected payees and select <guilabel>Merge Payees</guilabel>.. You will get a
- pop-up asking if you really want to merge the selected payees. If you click
+ </inlinemediaobject> </guiicon> Merge Payees or right-click either of the selected
+ payees and select <guilabel>Merge Payees</guilabel>.. You will get a pop-up asking
+ if you really want to merge the selected payees. If you click
<guibutton>Yes</guibutton>, you will get another popup for you to specify thename
of the payee for the combined data. There will be a drop-down with the names of
the payess you selected for merging (you can actually select more than two) and it
@@ -118,9 +118,9 @@
To view all transactions associated with a particular payee, select the payee from
the list and select the <guilabel>Transactions</guilabel> tab in the details area.
Double-clicking a particular transaction will allow you to edit that transaction in
- the context of the appropriate account. Right-clicking on a transaction will pop
- up a context menu with appropriate actions, including the ability to go directly to
- the ledger of the appropriate account, with that transaction selected.
+ the context of the appropriate account. Right-clicking a transaction will pop up a
+ context menu with appropriate actions, including the ability to go directly to the
+ ledger of the appropriate account, with that transaction selected.
</para>
<screenshot>
diff --git a/doc/details-reconciliation.docbook b/doc/details-reconciliation.docbook
index 27ee627c13..83b6de38f9 100644
--- a/doc/details-reconciliation.docbook
+++ b/doc/details-reconciliation.docbook
@@ -51,7 +51,7 @@
<para>
To reconcile an account, select the account in the Accounts or Institutions Veiw,
- or display it in the register, then click on the
+ or display it in the register, then click the
<guiicon><inlinemediaobject><imageobject><imagedata fileref="reconcile.png"
format="PNG"/></imageobject></inlinemediaobject></guiicon> reconcile icon, select
the <menuchoice><guimenu>Account</guimenu> <guimenuitem>Reconcile...</guimenuitem>
@@ -61,7 +61,7 @@
<para>
This will open the reconciliation wizard. The first page of the wizard briefly
- describes the process you will follow. Click on <guibutton>Next</guibutton> to
+ describes the process you will follow. Click <guibutton>Next</guibutton> to
actually start the wizard.
</para>
@@ -103,11 +103,10 @@
<para>
The statement date, starting balance, and ending balance can be found in your
- statement. Make sure that the figures match and click on the
- <guibutton>Next</guibutton> button. If the starting balanc does not match, see the
- previous paragraphs. If the statement date or ending balance does not match then
- enter the figures as listed on your statement and click on the
- <guibutton>Next</guibutton> button.
+ statement. Make sure that the figures match and click <guibutton>Next</guibutton>.
+ If the starting balanc does not match, see the previous paragraphs. If the
+ statement date or ending balance does not match then enter the figures as listed on
+ your statement and click <guibutton>Next</guibutton>.
</para>
<screenshot>
@@ -154,7 +153,7 @@
</screenshot>
<para>
- Click on <guibutton>Continue</guibutton> to start matching your statement to what
+ Click <guibutton>Continue</guibutton> to start matching your statement to what
you have entered. Note that this completes the Reconciliation Wizard, but not the
process of reconciliation. At this point, &kmymoney; displays the Ledgers View for
this account, but it changes the ledger display in two ways. First, it only shows
@@ -170,11 +169,10 @@
<para>
During the reconciliation, any transaction can be edited to make it match the
statement, and new transactions can be created as usual. To mark a transaction as
- cleared, click on the <guilabel>C</guilabel> column of the transaction in the
- ledger. You can also
- select the <menuchoice><guimenu>Transactions</guimenu></menuchoice> menu
- or right-click on the transaction to bring up the "Transaction options" contxt menu,
- and then select <menuchoice> <shortcut> <keycombo> <keysym>&Ctrl;</keysym>
+ cleared, click the <guilabel>C</guilabel> column of the transaction in the ledger.
+ You can also select the <menuchoice><guimenu>Transactions</guimenu></menuchoice>
+ menu or right-click the transaction to bring up the "Transaction options" contxt
+ menu, and then select <menuchoice> <shortcut> <keycombo> <keysym>&Ctrl;</keysym>
<keysym>&Alt;</keysym> <keysym>&Space;</keysym> </keycombo></shortcut>
<guisubmenu>Mark transaction as...</guisubmenu> <guimenuitem>Cleared</guimenuitem>
</menuchoice>; A transaction is considered cleared when it matches the transaction
@@ -212,13 +210,13 @@
<sect3 id="details.reconcile.finish"><title>Finishing Reconciliation</title>
<para>
When the difference between the statement and the cleared balance is zero, then the
- account is reconciled and you can click the <guibutton>Finish</guibutton> button.
- When you do this, &kmymoney; takes all the transactions which have been marked as
- cleared (only those with a date before the statement date) and marks them as
- reconciled, and the value in the <guilabel>C</guilabel> column changes from
- <quote>C</quote> to <quote>R</quote>. In addition, it saves the changes and
- records that the account has been reconciled. (You still need to save the file to
- permanently save all the changes.)
+ account is reconciled and you can click <guibutton>Finish</guibutton>. When you do
+ this, &kmymoney; takes all the transactions which have been marked as cleared (only
+ those with a date before the statement date) and marks them as reconciled, and the
+ value in the <guilabel>C</guilabel> column changes from <quote>C</quote> to
+ <quote>R</quote>. In addition, it saves the changes and records that the account
+ has been reconciled. (You still need to save the file to permanently save all the
+ changes.)
</para>
</sect3>
@@ -247,10 +245,10 @@
<para>
If you're having trouble completing the reconciliation, or you need to gather
additional information before you can complete the process, you can postpone the
- process to a later time by clicking on the <guibutton>Postpone</guibutton> button.
- When you do this, &kmymoney; remembers the values you entered when you started the
- wizard, it does not mark cleared transactions as reconciled, and it returns the
- ledger to its normal view. If you exit &kmymoney; before clicking either
+ process to a later time by clicking <guibutton>Postpone</guibutton>. When you do
+ this, &kmymoney; remembers the values you entered when you started the wizard, it
+ does not mark cleared transactions as reconciled, and it returns the ledger to its
+ normal view. If you exit &kmymoney; before clicking either
<guibutton>Finish</guibutton> or <guibutton>Postpone</guibutton>, it has the same
effect as clicking <guibutton>Postpone</guibutton>. Any edits you have made, such
as marking transactions cleared or entering new transactions, are not touched, and
@@ -259,8 +257,8 @@
</para>
<para>
- If you do click <guilabel>Postpone</guilabel>, When you run the reconciliation
- wizard on this account the next time, &kmymoney; remembers the values you entered
+ If you do click <guilabel>Postpone</guilabel>, the next time you run the
+ reconciliation wizard on this account, &kmymoney; remembers the values you entered
when you previously ran the wizard, and you will be able to change them, if
necessary. In this case, the initial screen of the wizard is different, to remind
you of this.
diff --git a/doc/details-reports.docbook b/doc/details-reports.docbook
index f0f3723b72..4a80b8922c 100644
--- a/doc/details-reports.docbook
+++ b/doc/details-reports.docbook
@@ -13,15 +13,15 @@
<para>
The Reports View is a tabbed display. The <guilabel>Reports</guilabel> tab is
always displayed, and lists all available reports, grouped under the headings
- listed and described below. You can click on the <quote>></quote> to expand or
+ listed and described below. You can click <quote>></quote> to expand or
collapse the specific reports under each heading. When you open any report, it is
displayed in an additional tab, labelled with the name of that report.
</para>
<para>
The list of reports is always sorted first by the group name (by number) and then
- by report name. Clicking on the <quote>Reports</quote> heading will reverse the
- sort order. You can also click on the <quote>Comment</quote> header to sort by the
+ by report name. Clicking the <quote>Reports</quote> heading will reverse the
+ sort order. You can also click the <quote>Comment</quote> header to sort by the
report comment instead of name. The report's name and comment can be set or edited
on the <guilabel>General</guilabel> tab of the <link
linkend="details.reports.config">Report Configuration</link> dialog.
@@ -553,7 +553,7 @@
same report configuration parameters are used in either case. You can easily jump
back and forth between the textual and graphical forms by pressing the
<guibutton>Chart</guibutton> or <guibutton>Report</guibutton> buttons along the top
- of the report view.
+ of the Report View.
</para>
<para>
diff --git a/doc/details-schedules.docbook b/doc/details-schedules.docbook
index a04d972985..28e02abc60 100644
--- a/doc/details-schedules.docbook
+++ b/doc/details-schedules.docbook
@@ -89,8 +89,8 @@
<sect1 id="details.schedules.view"><title>The Schedules View</title>
<para>
- Open the Schedules View by clicking on the <guiicon> <inlinemediaobject>
- <imageobject> <imagedata fileref="schedule_view.png" format="PNG"/></imageobject>
+ Open the Schedules View by clicking the <guiicon> <inlinemediaobject> <imageobject>
+ <imagedata fileref="schedule_view.png" format="PNG"/></imageobject>
</inlinemediaobject> </guiicon> Scheduled transactions icon in the view selector.
</para>
@@ -112,11 +112,10 @@
</para>
<para>
- To create a new schedule click on the <guibutton>New Schedule...</guibutton>
- button. &kmymoney; will display the new schedule dialog, which can be used to
- create a Deposit, Transfer, or Bill/Withdrawal schedule. Loan schedules are
- handled differently, as described in the <link linkend="details.loans">Loans</link>
- section of this manual.
+ To create a new schedule click <guibutton>New Schedule...</guibutton>. &kmymoney;
+ will display the new schedule dialog, which can be used to create a Deposit,
+ Transfer, or Bill/Withdrawal schedule. Loan schedules are handled differently, as
+ described in the <link linkend="details.loans">Loans</link> section of this manual.
</para>
</sect1>
@@ -227,8 +226,8 @@
</para>
<para>
- When you have entered all the necessary information click on
- <guibutton>OK</guibutton> to continue.
+ When you have entered all the necessary information click <guibutton>OK</guibutton>
+ to continue.
</para>
</sect2>
</sect1>
@@ -268,7 +267,7 @@
<itemizedlist>
<listitem>
<para>
- Manually, by right-clicking on the entry in the Schedules View and selecting
+ Manually, by right-clicking the entry in the Schedules View and selecting
<guilabel>Enter next transaction</guilabel> in the context menu.
</para>
</listitem>
diff --git a/doc/details-search.docbook b/doc/details-search.docbook
index 51bea8e549..a6101027cc 100644
--- a/doc/details-search.docbook
+++ b/doc/details-search.docbook
@@ -29,9 +29,9 @@
<para>
After the search has completed, the results will be displayed under the
<guilabel>Result</guilabel> tab. Below the list of results, &kmymoney; shows the
- number of transactions that met the search criteria. Double-clicking on an
- individual transaction in the result list will bring up the appropriate ledger with
- that transaction selected.
+ number of transactions that met the search criteria. Double-clicking an individual
+ transaction in the result list will bring up the appropriate ledger with that
+ transaction selected.
</para>
<para>
@@ -129,12 +129,11 @@
<para>
Accounts are displayed in a tree format. Accounts that are marked for search are
- indicated with a checkbox. If you click the <guibutton>All</guibutton> button, all
- accounts are marked for searching. If you click the <guibutton>None</guibutton>
- button, no accounts will be marked for searching. Individual accounts can be
- marked or unmarked by clicking on the box next to the account name using the &LMB;.
- A complete hierarchy of accounts can be marked or unmarked by clicking on the box
- using the &RMB;.
+ indicated with a checkbox. If you click <guibutton>All</guibutton>, all accounts
+ are marked for searching. If you click <guibutton>None</guibutton>. no accounts
+ will be marked for searching. Individual accounts can be marked or unmarked by
+ clicking the box next to the account name using the &LMB;. A complete hierarchy
+ of accounts can be marked or unmarked by clicking the box using the &RMB;.
</para>
</sect2>
@@ -162,7 +161,7 @@
can be entered manually, and clicking the down arrow at the right of the field will
bring up a typical calendar widget to select the date. The controls will prevent
you from entering non-existing dates. Date values can also be changed by clicking
- on the up and down arrows while the cursor in within a particular part of a date.
+ the up and down arrows while the cursor in within a particular part of a date.
</para>
</sect2>
@@ -185,7 +184,7 @@
</para>
<para>
- You can search for an exact amount or for a range of amounts. If you click on the
+ You can search for an exact amount or for a range of amounts. If you click the
calculator icon, a small on-screen calculator will pop up to assist you in entering
a value.
</para>
@@ -210,19 +209,18 @@
<para>
Categories are displayed in a tree format, similar to Accounts. Categories that
- are marked for search are indicated with a checkbox. If you click the
- <guibutton>All</guibutton> button, all categories are marked for searching. If you
- click the <guibutton>Income</guibutton> button, all income categories will be
- marked and all expense categories will be unmarked. If you click the
- <guibutton>Expense</guibutton> button, all income categories will be unmarked and
- all expense categories will be marked. If you click the
- <guibutton>None</guibutton> button, no categories will be marked for searching.
+ are marked for search are indicated with a checkbox. If you click
+ <guibutton>All</guibutton>, all categories are marked for searching. If you click
+ <guibutton>Income</guibutton>, all income categories will be marked and all expense
+ categories will be unmarked. If you click <guibutton>Expense</guibutton>, all
+ income categories will be unmarked and all expense categories will be marked. If
+ you click <guibutton>None</guibutton>, no categories will be marked for searching.
</para>
<para>
- Individual categories can be marked or unmarked by clicking on the checkbox next to
+ Individual categories can be marked or unmarked by clicking the checkbox next to
the category name using the &LMB;. A complete hierarchy of categories can be
- marked or unmarked by clicking on the box using the &RMB;.
+ marked or unmarked by clicking the box using the &RMB;.
</para>
</sect2>
@@ -244,11 +242,11 @@
</para>
<para>
- Tags that are marked for search are indicated with a checked box. If you click the
- <guibutton>Select all</guibutton> button, all tags are marked for searching. If you
- click the <guibutton>Select none</guibutton> button, no tags will be marked for
- searching. Individual tags can be marked or unmarked by clicking on the checkbox
- next to the payee name.
+ Tags that are marked for search are indicated with a checked box. If you click
+ <guibutton>Select all</guibutton>, all tags are marked for searching. If you click
+ <guibutton>Select none</guibutton>, no tags will be marked for searching.
+ Individual tags can be marked or unmarked by clicking the checkbox next to the
+ payee name.
</para>
<para>
@@ -275,11 +273,11 @@
</para>
<para>
- Payees that are marked for search are indicated with a box. If you click the
- <guibutton>Select all</guibutton> button, all payees are marked for searching. If
- you click the <guibutton>Select none</guibutton> button, no payees will be marked
- for searching. Individual payees can be marked or unmarked by clicking on the box
- next to the payee name.
+ Payees that are marked for search are indicated with a box. If you click
+ <guibutton>Select all</guibutton>, all payees are marked for searching. If you
+ click <guibutton>Select none</guibutton>, no payees will be marked for searching.
+ Individual payees can be marked or unmarked by clicking the box next to the payee
+ name.
</para>
<para>
@@ -347,7 +345,7 @@
</para>
<para>
- Double-clicking on a transaction will display the corresponding account ledger with
+ Double-clicking a transaction will display the corresponding account ledger with
that transaction selected.
</para>
</sect1>
diff --git a/doc/details-settings.docbook b/doc/details-settings.docbook
index b200a3ff1c..84d4568c30 100644
--- a/doc/details-settings.docbook
+++ b/doc/details-settings.docbook
@@ -25,7 +25,7 @@
<para>
On the left of the <guilabel>Configure</guilabel> or settings dialog is a list of
icons and labels, each representing a particular area of the program. When you
- click on one of those icons, the right part of the dialog will display controls for
+ click one of those icons, the right part of the dialog will display controls for
configuring that area of the program, often divided into several tabs.
</para>
@@ -173,16 +173,16 @@
<varlistentry>
<term>
<guilabel>
- Synchronize account selection of ledger and investment view
+ Synchronize account selection of Ledgers View and Investments View
</guilabel>
</term>
<listitem>
<para>
- If this option is selected, the accounts displayed in the Ledger View and
- Investment View will be synchronized, meaning if you change the account
+ If this option is selected, the accounts displayed in the Ledgers View and
+ Investments View will be synchronized, meaning if you change the account
displayed in one of the views, and then switch to the other view, the
information for the same account will be displayed. This increases the
- efficiency of navigating between these 2 tab views. If it is not selected,
+ efficiency of navigating between these 2 views. If it is not selected,
selecting either of those views will show the same account previously
selected in that view, regardless of the account selected in the other view.
</para>
@@ -242,7 +242,7 @@
<listitem>
<para>
Checking the <guilabel>Do not show finished schedules</guilabel> box hide all
- finished schedules from appearing in the Scheduled transaction View.
+ finished schedules from appearing in the Scheduled transactions View.
</para>
</listitem>
</varlistentry>
@@ -252,7 +252,7 @@
<listitem>
<para>
Transactions prior to the date in the <guilabel>Do not show transaction prior
- to</guilabel> field will not be displayed in the Ledger View. This can be
+ to</guilabel> field will not be displayed in the Ledgers View. This can be
useful if your data includes many years of transactions; setting this to one
or two years ago hides older transactions.
</para>
@@ -266,7 +266,7 @@
<para>
Checking the <guilabel>Do not show reconciled transactions</guilabel> box
will filter transactions by reconciliation state. Transactions that are
- marked as <emphasis>Reconciled</emphasis> will not be shown in the Ledger
+ marked as <emphasis>Reconciled</emphasis> will not be shown in the Ledgers
View.
</para>
</listitem>
@@ -301,8 +301,8 @@
<para>
For any logging to take place, specify the path to the directory where logs
will be created in the <guilabel>Log path</guilabel> field. You can also
- click the <guibutton>...</guibutton> button to the right of the field, and use
- the file chooser dialog to navigate to the chosen directory.
+ click <guibutton>...</guibutton> to the right of the field, and use the file
+ chooser dialog to navigate to the chosen directory.
</para>
<para>
@@ -574,7 +574,7 @@
<sect1 id="details.settings.register"><title>Ledger</title>
<para>
The settings and options in this section allow for the modification of the
- transaction register displayed in the Ledger View.
+ transaction register displayed in the Ledgers View.
</para>
<sect2 id="details.settings.register.display"><title>Display tab</title>
@@ -584,7 +584,7 @@
<listitem>
<para>
Selecting this option displays grid lines in the transaction register or
- Ledger View. This is an additional viewing option that may make it easier to
+ Ledgers View. This is an additional viewing option that may make it easier to
visualize separate transactions and their component parts.
</para>
</listitem>
@@ -608,7 +608,7 @@
<term><guilabel>Display overdue schedules with planned date</guilabel></term>
<listitem>
<para>
- Scheduled transactions with future dates are shown in the Ledger View for the
+ Scheduled transactions with future dates are shown in the Ledgers View for the
relevant account. When the date passes, and a scheduled transaction becomes
overdue, it is no longer shown in the ledger, unless this option is selected.
</para>
@@ -690,14 +690,14 @@
<sect2 id="details.settings.register.sorting"><title>Sorting tab</title>
<para>
These three sections allow you to set the default sort order of transactions in the
- Ledger View. In all cases, the list on the right shows the fields which have been
+ Ledgers View. In all cases, the list on the right shows the fields which have been
selected as part of the sort order for that view, and the list on the left shows
all the fields available for sorting whic have not yet been chosen. To sort on an
item, select it (single mouse click) and click the right arrow between the two
lists. You can adjust the relative order of the fields by selecting one and
adjusting its position in the list using the up and down arrows to the right of the
list. You can switch between ascending and descending sort for any item by
- double-clicking on it.
+ double-clicking it.
</para>
<para>
@@ -709,15 +709,15 @@
<sect3 id="details.settings.register.sorting.normal"><title>Normal view subtab</title>
<para>
- This tab controls the default sort order of the regular Ledger View.
+ This tab controls the default sort order of the regular Ledgers View.
</para>
</sect3>
<sect3 id="details.settings.register.sorting.reconciliation"><title>Reconciliation view subtab</title>
<para>
- This tab controls the default sort order of the ledger while in the
- Reconciliation view. This is the display of transactions shown during the
- process of <link linkend="details.reconcile">Reconciliation</link>.
+ This tab controls the default sort order of the ledger while in the Reconciliation
+ View. This is the display of transactions shown during the process of <link
+ linkend="details.reconcile">Reconciliation</link>.
</para>
</sect3>
@@ -846,7 +846,7 @@
less than</guilabel>, and can range from 0 to 100%. If the percentage is
0, all previous transactions for the payee and account will be displayed,
and you can select one of those transactions to use for autofill by
- clicking on it.
+ clicking it.
</para>
</listitem>
@@ -956,7 +956,7 @@
<para>
Specify how many days in advance should scheduled transactions show up in the
ledger. For future scheduled transactions displayed in the ledger, you can
- enter or skip them by right-clicking on them.
+ enter or skip them by right-clicking them.
</para>
</listitem>
</varlistentry>
@@ -1006,10 +1006,10 @@
<para>
To customize colors check the <guilabel>Custom colors</guilabel> checkbox. You can
- then modify any of the colors by clicking on the color button, which will open
- color select palette. This will provide unlimited options in color selection. You
- can select a defined basic color, pick a color by clicking anywhere on the
- displayed color palette, input an &HTML; defined color, specify values for Hue,
+ then modify any of the colors by clicking the color button, which will open color
+ select palette. This will provide unlimited options in color selection. You can
+ select a defined basic color, pick a color by clicking anywhere on the displayed
+ color palette, input an &HTML; defined color, or specify values for Hue,
Saturation, Value, Red, Green, and Blue.
</para>
</sect1>
@@ -1094,9 +1094,8 @@
the left of the name of the plugin name and icon. In addition, at the right, there
is an <guibutton>information</guibutton> &infoicon; button for each plugin, which
will show the plugin version and author(s.) For some plugins, further information
- on configuring and using it may be found by clicking the
- <guibutton>configure</guibutton> &configicon; button just to the left of the
- information button.
+ on configuring and using it may be found by clicking &configicon;
+ <guibutton>configure</guibutton> just to the left of the information button.
</para>
<para>
@@ -1114,11 +1113,10 @@
based on the data from a selected transaction, with the layout controlled by an
&HTML; template. You need to use a template which is matched to your pre-printed
checks. A default, built-in template is provided. You may also choose a custom
- template. To do so, click on the <guibutton>configure</guibutton> &configicon;
- button to get the <guilabel>Check printing</guilabel> configuration dialog
- displayed. At the top you can check the box to use a custom template. To the
- right of that is a button which brings up a file chooser, to select an alternate
- template file.
+ template. To do so, click &configicon; <guibutton>configure</guibutton> to get the
+ <guilabel>Check printing</guilabel> configuration dialog displayed. At the top you
+ can check the box to use a custom template. To the right of that is a button which
+ brings up a file chooser, to select an alternate template file.
</para>
<para>
@@ -1209,7 +1207,7 @@
</sect3>
</sect2>
-<sect2 id="details.settings.plugins.forecast"><title>Forecast view</title>
+<sect2 id="details.settings.plugins.forecast"><title>Forecast View</title>
<para>
This is described in the <link linkend="details.forecast.configure">Configuring the
Forecast</link> section of the <link linkend="details.forecast">Forecast
diff --git a/doc/details-tags.docbook b/doc/details-tags.docbook
index ee7b15dbf6..29e687f357 100644
--- a/doc/details-tags.docbook
+++ b/doc/details-tags.docbook
@@ -47,18 +47,18 @@
the tag. The <guilabel>Details</guilabel> tab includes a user-selectable color, as
well as Notes, which are not used elsewhere. Note that if you change the color,
which is used in the symbol displayed before the tag name in any associated
- transactions, you need to click the <guibutton>Update</guibutton> button at the
- lower right of the Details area for it to be saved.
+ transactions, you need to click <guibutton>Update</guibutton> at the lower right of
+ the Details area for it to be saved.
</para>
</sect2>
<sect2><title>Adding a Tag</title>
<para>
As with most actions in &kmymoney;, there are multiple ways to create a new tag.
- First, you can click on the <guiicon><inlinemediaobject><imageobject><imagedata
+ First, you can click the <guiicon><inlinemediaobject><imageobject><imagedata
fileref="tag-new.svg" format="SVG"/></imageobject></inlinemediaobject></guiicon>
- new tag icon. Second, you can right-click on any tag and choose <guimenuitem>New
- tag...</guimenuitem>. This creates a new tag called <quote>New tag.</quote> See the
+ new tag icon. Second, you can right-click any tag and choose <guimenuitem>New
+ tag...</guimenuitem>. This creates a new tag called <quote>New tag.</quote> See the
next section for how to rename the tag. Finally, you can add a new tag directly in
the ledger or within a split transaction by typing the name of the tag in the tag
field. &kmymoney; will ask if you want to add this tag and after selecting
@@ -68,20 +68,20 @@
<sect2><title>Renaming a Tag</title>
<para>
- To rename a tag, either click on the tag name to select it and click on the
- <guiicon><inlinemediaobject><imageobject><imagedata fileref="tag-edit.svg"
- format="SVG"/></imageobject></inlinemediaobject></guiicon> or right-click on the
- name and then select <guimenuitem>Rename tag</guimenuitem>. The name then becomes
- editable. Changing the name will affect the name in all the transactions in which
- it appears.
+ To rename a tag, either click the tag name to select it and then click <guiicon>
+ <inlinemediaobject> <imageobject> <imagedata fileref="tag-edit.svg"
+ format="SVG"/></imageobject> </inlinemediaobject> </guiicon> Renaname Tag, or
+ right-click the name and then select <guimenuitem>Rename tag</guimenuitem>. The
+ name then becomes editable. Changing the name will affect the name in all the
+ transactions in which it appears.
</para>
</sect2>
<sect2><title>Deleting a Tag</title>
<para>
- To delete a tag, either click on the <guiicon><inlinemediaobject><imageobject>
- <imagedata fileref="tag-delete.svg" format="SVG"/></imageobject>
- </inlinemediaobject> </guiicon> delete tag icon or right-click the name and select
+ To delete a tag, either select it and click <guiicon> <inlinemediaobject>
+ <imageobject> <imagedata fileref="tag-delete.svg" format="SVG"/></imageobject>
+ </inlinemediaobject> </guiicon> delete tag or right-click the tag name and select
<guimenuitem>Delete tag</guimenuitem>. If the tag has any transactions, you will
be presented with a dialog that allows you to reassign them to a different tag.
</para>
@@ -119,13 +119,13 @@
<para>
To see a list of the transactions associated with the selected tag, select the
<guilabel>Transactions</guilabel> tab. This list is similar to the list of
- transactions for a Payee. You can double-click on a transaction, and you will
- be taken to the ledger view of that transaction for the account in which the
- transaction has been tagged.
+ transactions for a Payee. You can double-click a transaction to edit it, or you
+ can right-click the transaction and select <guimenuitem>Go to 'Account
+ name'</guimenuitem> to go to the Ledgers View of that transaction in the account in
+ which the transaction has been tagged.
</para>
</sect2>
-
<sect2 id="details.tags.info.details"><title>Tag details</title>
<para>
To view and edit the information associated with a particular tag, select the
@@ -134,9 +134,9 @@
<itemizedlist>
<listitem>
<para>
- You can select the color used to highlight transactions with which this
- tag has been associated. If you click on the color bar, you will get a
- color chooser dialog.
+ You can select the color used to highlight transactions with which this tag
+ has been associated. If you click the color bar, you will get a color
+ chooser dialog.
</para>
</listitem>
<listitem>
@@ -154,9 +154,9 @@
</listitem>
</itemizedlist>
<para>
- When you are done, don't forget to click the <guiicon>Update</guiicon> button,
- at the lower right of the window, although you will be prompted if you leave
- the dialog without having done so.
+ When you are done, don't forget to click <guiicon>Update</guiicon>, at the lower
+ right of the window, although you will be prompted if you try to leave the dialog
+ without having done so.
</para>
</sect2>
</sect1>
diff --git a/doc/faq.docbook b/doc/faq.docbook
index dbee5e27da..ab88a74bb3 100644
--- a/doc/faq.docbook
+++ b/doc/faq.docbook
@@ -184,7 +184,7 @@
<answer>
<para>
There are several settings that control which transactions are displayed in the
- ledger view of an account. First, check
+ Ledger View of an account. First, check
the <link linkend="details.ledgers.view.filter">ledger filter area</link>. If
there is anything typed in the search box, only transactions containing that
text will be shown. If the status dropdown has been changed from <quote>Any
diff --git a/doc/firsttime.docbook b/doc/firsttime.docbook
index 3682b49cf2..b905c30e26 100644
--- a/doc/firsttime.docbook
+++ b/doc/firsttime.docbook
@@ -55,17 +55,17 @@
</para>
<para>
- On the left side of the main window, the view selector consists of at least eleven
+ On the left side of the main window, the View Selector consists of at least eleven
icons with optional labels, depending upon the software provided by your system, as
some features can be included or excluded when the program is compiled. More icons
- could be added by various plugins. By clicking on an icon, the view window on the
- right hand side is loaded with the appropriate view of your financial data. Each
- view provides a unique representation of your financial situation and allows you to
- view or edit the information shown.
+ could be added by various plugins. By clicking one of the icon, the view window on
+ the right hand side is loaded with the appropriate view of your financial data.
+ Each view provides a unique representation of your financial situation and allows
+ you to view or edit the information shown.
</para>
<para>
- The view selector may contain the following icons
+ The View Selector may contain the following icons
</para>
<itemizedlist>
@@ -81,8 +81,8 @@
</textobject>
</inlinemediaobject>
</guiicon>
- Home: a configurable overview of your current financial situation (or an
- introduction page when no data file is open.)
+ Home: a configurable overview of your current financial situation (or an introduction
+ page when no data file is open.)
</para>
</listitem>
@@ -98,7 +98,7 @@
</textobject>
</inlinemediaobject>
</guiicon>
- Institutions: all of your institutions and accounts displayed in a hierarchy.
+ Institutions: your institutions and accounts displayed in a hierarchy.
</para>
</listitem>
@@ -114,7 +114,7 @@
</textobject>
</inlinemediaobject>
</guiicon>
- Accounts: all of your accounts displayed in a hierarchy.
+ Accounts: your accounts displayed in a hierarchy.
</para>
</listitem>
@@ -130,7 +130,7 @@
</textobject>
</inlinemediaobject>
</guiicon>
- Scheduled Transactions: your recurring payments, income, and transfers.
+ Scheduled transactions: your recurring payments, income, and transfers.
</para>
</listitem>
@@ -180,7 +180,7 @@
</textobject>
</inlinemediaobject>
</guiicon>
- Payees: all your payees, the people and organizations you pay money to or receive
+ Payees: your payees - the people and organizations you pay money to or receive
money from.
</para>
</listitem>
@@ -515,11 +515,11 @@
<term>Using the Accounts View</term>
<listitem>
<para>
- To create an account using the Accounts View click on the <guiicon>
+ To create an account using the Accounts View, click the <guiicon>
<inlinemediaobject><imageobject><imagedata fileref="accounts_view.png"
format="PNG"/></imageobject></inlinemediaobject></guiicon> accounts icon in
- the view selector to display the Accounts View. Right-click on the either
- the Asset tree icon or the Liability tree icon in the display and select
+ the View Selector to display the Accounts View. Right-click either the Asset
+ tree icon or the Liability tree icon in the display and select
<guimenuitem>New account</guimenuitem> from the popup menu. The Asset tree
holds all of your accounts that are assets, such as savings and investments.
The Liability tree holds all of your accounts that represent money you owe,
@@ -554,9 +554,9 @@
Creating a new account by any of the above methods opens the <emphasis>New Account
Wizard</emphasis>. This wizard will take you step by step through the process of
creating an account, gathering the required information at each step. To navigate
- through the pages click on the <guibutton>Next</guibutton> and
- <guibutton>Back</guibutton> buttons. A full description of creating accounts can
- be found in the <link linkend="details.accounts">Accounts</link> section.
+ through the pages click <guibutton>Next</guibutton> and
+ <guibutton>Back</guibutton>. A full description of creating accounts can be found
+ in the <link linkend="details.accounts">Accounts</link> section.
</para>
<para>
@@ -568,10 +568,10 @@
</para>
</sect1>
-<sect1 id="firsttime.schedules"><title>Schedules</title>
+<sect1 id="firsttime.schedules"><title>Scheduled transactions</title>
<para>
- A <link linkend="details.schedules">schedule</link>, sometimes called a scheduled
- transaction or a recurring transaction, is a transaction that occurs one or more
+ A <link linkend="details.schedules">scheduled transaction</link>, sometimes called
+ a schedule or a recurring transaction, is a transaction that occurs one or more
times at a specified interval over a certain period of time. A typical example is
your pay check that you receive every week or month, or a utility bill you pay
every month. Rather than having to enter the transaction details each time you get
@@ -580,19 +580,19 @@
</para>
<para>
- To maintain your <link linkend="details.schedules">schedules</link> click on the
+ To maintain your <link linkend="details.schedules">schedules</link>, click the
<guiicon><inlinemediaobject><imageobject><imagedata fileref="schedule_view.png"
- format="PNG"/></imageobject></inlinemediaobject></guiicon> schedules icon in the
- view selector.
+ format="PNG"/></imageobject></inlinemediaobject></guiicon> Scheduled transaction
+ icon in the View Selector.
</para>
</sect1>
<sect1 id="firsttime.categories"><title>Categories</title>
<para>
- To maintain your <link linkend="details.categories">categories</link> click on the
+ To maintain your <link linkend="details.categories">categories</link>, click the
<guiicon><inlinemediaobject><imageobject><imagedata fileref="categories_view.png"
- format="PNG"/></imageobject></inlinemediaobject></guiicon> categories icon in the
- view selector.
+ format="PNG"/></imageobject></inlinemediaobject></guiicon> Categories icon in the
+ View Selector.
</para>
<para>
@@ -603,26 +603,27 @@
<sect1 id="firsttime.tags"><title>Tags</title>
<para>
- To maintain your <link linkend="details.tags">tags</link> click on the <guiicon>
+ To maintain your <link linkend="details.tags">tags</link>, click the <guiicon>
<inlinemediaobject><imageobject><imagedata fileref="mail-tagged.png" format="PNG"/>
- </imageobject></inlinemediaobject></guiicon> tags icon in the view selector.
+ </imageobject></inlinemediaobject></guiicon> Tags icon in the View Selector.
</para>
<para>
- A full description of this topic can be found in the <link
+ A more detaioled description of this topic can be found in the <link
linkend="details.tags">Tags</link> section.
</para>
</sect1>
<sect1 id="firsttime.payees"><title>Payees</title>
<para>
- To maintain your payees click on the <guiicon><inlinemediaobject>
+ To maintain your <link linkend="details.payees">payees</link>,
+ click the <guiicon><inlinemediaobject>
<imageobject><imagedata fileref="payees_view.png" format="PNG"/></imageobject>
- </inlinemediaobject></guiicon> payees icon in the view selector.
+ </inlinemediaobject></guiicon> Payees icon in the View Selector.
</para>
<para>
- A full description of this topic can be found in the <link
+ A more detailed description of this topic can be found in the <link
linkend="details.payees">Payees</link> section.
</para>
</sect1>
@@ -682,14 +683,14 @@
<para>
To reconcile an account, first select the account, either from the
- <guiicon>Accounts</guiicon> View or from the <guiicon>Ledgers</guiicon> View. Then,
- either click on the <guiicon>Reconcile</guiicon> icon on the Toolbar, if it is
+ <guiicon>Accounts</guiicon> View or in the <guiicon>Ledgers</guiicon> View. Then,
+ either click the <guiicon>Reconcile</guiicon> icon on the Toolbar, if it is
visible, or select the <menuchoice><guimenu>Account</guimenu>
<guimenuitem>Reconcile</guimenuitem></menuchoice> menu item.
</para>
<para>
- A full description of this topic can be found in the <link
+ A more detailed description of this topic can be found in the <link
linkend="details.reconcile">Reconciliation</link> section.
</para>
</sect1>
@@ -711,7 +712,7 @@
menu item and enter the folder where you wish the file to be saved. If the folder
needs mounting first and you have the sufficient privileges then check the
tick box labeled <guilabel>Mount this folder before backing up</guilabel>
- and click on <guibutton>OK</guibutton>.
+ and click <guibutton>OK</guibutton>.
</para>
<para>
diff --git a/doc/makemostof.docbook b/doc/makemostof.docbook
index c5f867e779..9ef53c8566 100644
--- a/doc/makemostof.docbook
+++ b/doc/makemostof.docbook
@@ -12,6 +12,18 @@
</chapterinfo>
<title>Making the most of &kmymoney;</title>
+<note><title>Help improve this Handbook</title>
+ <para>
+ This and the following sections have had no significant updates since the very
+ early versions of &kmymoney;. While the basics of bookkeeping have not changed
+ over the years, and there is nothing inaccurate or misleading here, there have
+ been requests to update this area. If you have any specific suggestions or ideas
+ for this, the author would like to hear from you, through one of the routes
+ listed at the <ulink url="https://kmymoney.org/support.html">Support page</ulink>
+ at the <ulink url="https://kmymoney.org/">&kmymoney; web site</ulink>
+ </para>
+</note>
+
<para>
While much of &kmymoney; might be obvious to a naive user, and you could go ahead,
clicking some buttons and filling in some data, after a time, you might decide you
@@ -27,18 +39,6 @@
same as &kmymoney;'s will almost certainly save you time later.
</para>
-<note><title>Help improve this Handbook</title>
- <para>
- This and the following sections have been essentially unchanged since the very
- early versions of &kmymoney;. While the basics of bookkeeping have not changed
- over the years, and there is nothing inaccurate or misleading here, there have
- been requests to update this area. If you have any specific suggestions or ideas
- for this, the author would like to hear from you, through one of the routes
- listed at the <ulink url="https://kmymoney.org/support.html">Support page</ulink>
- at the <ulink url="https://kmymoney.org/">&kmymoney; web site</ulink>
- </para>
-</note>
-
<sect1 id="makingmostof.basicaccounting"><title>Basic Accounting</title>
<para>
Imagine your money as balls, or beans, and to stop them rolling around and getting
diff --git a/doc/man-kmymoney.1.docbook b/doc/man-kmymoney.1.docbook
index a7449a196e..1f293781f9 100644
--- a/doc/man-kmymoney.1.docbook
+++ b/doc/man-kmymoney.1.docbook
@@ -50,7 +50,7 @@
<author>
<firstname>Jack</firstname><othername>H.</othername><surname>Ostroff</surname>
- <contrib>Documentation.</contrib>
+ <contrib>Documentation and user support.</contrib>
<email>ostroffjh at users.sourceforge.net</email>
</author>
@@ -74,9 +74,9 @@
<contrib>Developer, previous versions.</contrib>
<email>arniing at users.sourceforge.net</email></author>
- These persons were not previously listed as authors here, but are included
- in credits.docbook. They should either be dropped from there or included
- here.
+ These persons were not previously listed as authors here, but are included in
+ credits.docbook and as authors of some chapter(s). They should either be dropped
+ from there or included here.
<author><firstname>Ace</firstname><surname>Jones</surname>
<contrib>Reports. OFX Import. Online Quotes. Documentatation. Previous versions.</contrib>
@@ -88,8 +88,8 @@
There are eight additional people in credits.docbook for "Special Thanks."
Should any of them be included here? -->
-<date>2016-06-17</date>
-<releaseinfo>KMyMoney 5.0</releaseinfo>
+<date>2024-07-01</date>
+<releaseinfo>KMyMoney 5.2</releaseinfo>
</refentryinfo>
<refmeta>
@@ -115,17 +115,16 @@
<group choice="opt"><option>--trace</option></group>
<group choice="opt"><option><replaceable>file</replaceable></option></group>
</cmdsynopsis>
-
</refsynopsisdiv>
<refsect1>
<title>Description</title>
-<para>&kmymoney; is the Personal Finance Manager by &kde;. It
-provides the functions required to balance your checkbooks, manage your personal
-loans and categories your incomes and expenses using a checkbook style graphical
-user interface.</para>
-
+<para>
+ &kmymoney; is the Personal Finance Manager by &kde;. It provides the functions
+ required to balance your checkbooks, manage your personal loans and categories your
+ incomes and expenses using a checkbook style graphical user interface.
+</para>
</refsect1>
<refsect1>
@@ -136,36 +135,28 @@ user interface.</para>
<varlistentry>
<term><option>--lang</option></term>
<listitem>
-<para>
-Language to be used
-</para>
+<para>Language to be used</para>
</listitem>
</varlistentry>
<varlistentry>
<term><option>-n</option></term>
<listitem>
-<para>
-Do not open last used file
-</para>
+<para>Do not open last used file</para>
</listitem>
</varlistentry>
<varlistentry>
<term><option>--timers</option></term>
<listitem>
-<para>
-Enable performance timers
-</para>
+<para>Enable performance timers</para>
</listitem>
</varlistentry>
<varlistentry>
<term><option>--nocatch</option></term>
<listitem>
-<para>
-Do not globally catch uncaught exceptions
-</para>
+<para>Do not globally catch uncaught exceptions</para>
</listitem>
</varlistentry>
@@ -173,7 +164,8 @@ Do not globally catch uncaught exceptions
<term><option>--trace</option></term>
<listitem>
<para>
-Turn on program traces. This option is only available when &kmymoney; is compiled in debug mode.
+ Turn on program traces. This option is only available when &kmymoney; is compiled
+ in debug mode.
</para>
</listitem>
</varlistentry>
@@ -182,7 +174,8 @@ Turn on program traces. This option is only available when &kmymoney; is compile
<term><option>--dump-actions</option></term>
<listitem>
<para>
-Dump the names of all defined QAction objects to stdout and quit. This option is only available when &kmymoney; is compiled in debug mode.
+ Dump the names of all defined QAction objects to stdout and quit. This option is
+ only available when &kmymoney; is compiled in debug mode.
</para>
</listitem>
</varlistentry>
@@ -196,13 +189,14 @@ Dump the names of all defined QAction objects to stdout and quit. This option is
<title>See Also</title>
<simplelist>
-<member>The full documentation for &kmymoney; is maintained as a docbook manual.
-If the &khelpcenter; program is properly installed at your site, the command
-<userinput><command>khelpcenter</command>
-<parameter>help:/kmymoney</parameter></userinput> should give you access to the
-complete manual. Alternatively the manual can be browsed in &konqueror; giving
-it the <acronym>URL</acronym> <ulink
-url="help:/kmymoney">help:/kmymoney</ulink></member>
+<member>
+ The full documentation for &kmymoney; is maintained as a docbook manual. If the
+ &khelpcenter; program is properly installed at your site, the command <userinput>
+ <command>khelpcenter</command> <parameter>help:/kmymoney</parameter> </userinput>
+ should give you access to the complete manual. Alternatively the manual can be
+ browsed in &konqueror; giving it the <acronym>URL</acronym> <ulink
+ url="help:/kmymoney">help:/kmymoney</ulink>
+</member>
<member>kf5options(7)</member>
<member>qt5options(7)</member>
</simplelist>
diff --git a/doc/reference.docbook b/doc/reference.docbook
index e7c680cc00..480cdb16fd 100644
--- a/doc/reference.docbook
+++ b/doc/reference.docbook
@@ -252,7 +252,7 @@
<listitem>
<para>
Shows transaction details in the <link
- linkend="details.ledgers">Ledgers</link> view. With this option turned on,
+ linkend="details.ledgers">Ledgers</link> View. With this option turned on,
all lines of the transaction will be shown. When it is turned off, only one
line will be shown.
</para>
@@ -376,7 +376,7 @@
<guimenu>Account</guimenu><guimenuitem>Open ledger</guimenuitem>
</menuchoice></term>
<listitem>
- <para>Displays the ledger view of the selected account.</para>
+ <para>Displays the Ledgers View of the selected account.</para>
</listitem>
</varlistentry>
@@ -528,7 +528,7 @@
<guimenu>Category</guimenu><guimenuitem>Open ledger</guimenuitem>
</menuchoice></term>
<listitem>
- <para>Displays the ledger view of a category.</para>
+ <para>Displays the Ledgers View of a category.</para>
</listitem>
</varlistentry>
</variablelist>
@@ -658,7 +658,7 @@
</menuchoice></term>
<listitem>
<para>
- Displays the Payee view and focuses on the payee of the selected transaction.
+ Displays the Payees View and focuses on the payee of the selected transaction.
</para>
</listitem>
</varlistentry>
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