[office/kmymoney/Handbook-5.2] /: more fixes
Jack Ostroff
null at kde.org
Sat Aug 3 22:22:03 BST 2024
Git commit 072c74718b8a3477e47c0569d8e097d50294e142 by Jack Ostroff.
Committed on 15/07/2024 at 16:11.
Pushed by ostroffjh into branch 'Handbook-5.2'.
more fixes
M +164 -272 README-CONTRIBUTORS
M +6 -6 doc/details-ledgers.docbook
M +10 -10 doc/details-settings.docbook
M +11 -11 doc/reference.docbook
https://invent.kde.org/office/kmymoney/-/commit/072c74718b8a3477e47c0569d8e097d50294e142
diff --git a/README-CONTRIBUTORS b/README-CONTRIBUTORS
index c13f04911e..3bc68c8abc 100644
--- a/README-CONTRIBUTORS
+++ b/README-CONTRIBUTORS
@@ -111,8 +111,8 @@ Items which need to be addressed, but so far not sure where (or more likely in m
- 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?
-- 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 imported or two non-imported transactions? In the latter case, 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
@@ -121,253 +121,150 @@ Items which need to be addressed, but so far not sure where (or more likely in m
- 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?
+- 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 (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
- a larger area, the bottom two are right aligned.
+- 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 a larger area, the bottom two
+ are right aligned. *** MR225 ***
-- CSV importer: list of steps is lower left in most of wizard, but all of left on start
- page. Should it be lower left on all for consistancy?
+- CSV importer: list of steps is lower left in most of wizard, but all of left on start page.
+ Should it be lower left on all for consistancy?
- CSV importer - Banking cols, many have "X" to clear the value, and ther is "clear all."
- Investment cols do not have "x" and only "Clear" not "Clear all", plus Clear Fee.
+ Investment cols do not have "x" and only "Clear" not "Clear all", plus Clear Fee. Low priority to
+ make consistent?
- I'd like to be consistent in use or not of inline icons when describing where to click
to do something, but I'm deferring as too much effort for now.
-- (from an otherwise resolved FIXME in the split transaction section) do we have
- adequate description of currency conversion? I THINK so, but am leaving this
- comment for confirmation.
-
-- It is also not clear if we need more detail on what can be a split (account instead
- of category?) and where that would be described.
-
-- Need more details on the descriptions of all the transaction status features in the
- filter dropdown?
-
-- Is it still true you can not match two imported or two not-imported transactions?
+- (from resolved FIXME on split transactions) do we have adequate description of currency
+ conversion? I THINK so, but am leaving this comment for confirmation.
- Should iCalendar be mentioned anywhere other than the Settings chapter?
------ new as of 202404
-
-- The FAQ chapter needs checking for coordination with https://userbase.kde.org/KMyMoney/FAQ#How_do_I_configure_online_banking_.3F"
-
-- In Plugins section of KMM Config, there is "GNC Importer" but everywhere else it is
- referred to as GnuCash Importer. Any reason for the difference?
+- The FAQ chapter needs checking for coordination with our online version, specifically
+ https://userbase.kde.org/KMyMoney/FAQ#How_do_I_configure_online_banking_.3F"
This is a list of potential enhancements I came up with while reviewing the handbook,
but have not yet posted either as wishlist bugs, entries to any Issue on invent, or
elsewhere.
-- In the Institutions View, configure the ability to allow not showing an institution
- with no open accounts
+- In the Institutions View, configure the ability to allow not showing an institution with no open
+ accounts
-- In Views with selectable columns, allow reordering of those columns, and make it
- easier to add/remove more than one column at a time when right clicking in thr
- header row.
+- In Views with selectable columns, allow reordering of those columns, and make it easier to
+ add/remove more than one column at a time when right clicking in thr header row. (partly done?)
-- Do we want to allow selecting right v left justification of any columns? (mainly
- thinking of date in Schedules View.
+- Do we want to allow selecting right v left justification of any columns? (mainly thinking of date
+ in Schedules View.
-- In multi column views, allow not forcing use of full width, i.e., don't force
- rightmost column to right edge of window.
+- In multi column views, allow not forcing use of full width, i.e., don't force rightmost column to
+ right edge of window (or allow left-justifying that column.)
-- Consider reordering the View Selector. Categories right after Accounts, move
- Schedules down directly above Ledgers? Payees above Tags
+- Consider reordering the View Selector. Categories should be right after Accounts. Schedules should be
+ directly above Ledgers. Payees should be above Tags.
-- Should the Account View (Institutions also?) include Currency column?
+- Should the Accounts and Institutions Views include Currency column?
- New Schedule dialog is still titled "Edit Scheduled transaction"
-- should register be replaced with ledger wherever it is used?
+- If the transaction form is displayed, a single selected transaction is shown in the form.
+ However, if you unselect the transaction, it remains displaye in the form. If you select
+ additional transaction, the last one selected is shown in the form. There seems no danger, since
+ the form is not editable, but it does seem odd.
-- If the transaction form is displayed, a single selected transaction is shown in the
- form. However, if you unselect the transaction, it remains displaye in the form.
- If you select additional transaction, the last one selected is shown in the form.
- There seems no danger, since the form is not editable, but it does seem odd.
+- all data items specified when creating or editing an object should be displayed on the main view
+ for that object. For example identification number for stocks is not shown anywhere else.
-- all data items specified when creating or editing an object should be displayed on
- the main view for that object. For example identification number for stocks is not
- shown anywhere else.
+- In report configuration dialog, if the report has not been run (select configure from the reports
+ list) need to allow closing without actually runing the report.
-- In report configuration dialog, if the report has not been run (select configure from
- the reports list) and you close, do not actually run the report.
+- In the Budgets View, the list of categories on the right does not allow resizing columns. In
+ addition, with all columns displayed, the Name column is so narrow you do not even see the first
+ letters of the name, only the income or expense icon.
-- In the Budgets View, the list of categories on the right does not allow resizing
- columns. In addition, with all columns displayed, the Name column is so narrow you
- do not even see the first letters of the name, only the income or expense icon.
+- In the Budgets View, should the list on the right be called the Accounts List or the Categories
+ List? The doc does mention that categories are accounts, but given this list is restricted to
+ categories only, ....?
-- In the Budgets View, should the list on the right be called the Accounts List or
- the Categories List? The doc does mention that categories are accounts, but given
- this list is restricted to categories only, ....?
+- In the Budgets View, the three sections on the right cannot be resized, although it is possible to
+ adjust the division between the right and left sections.
-- In the Budgets View, the three sections on the right cannot be resized, although it is
- possible to adjust the division between the right and left sections.
+- Forecast View - clicking the Chart tab takes (can take?) a LONG time. Users need a way to
+ interrupt any such very long operation. In my experience, these are in graphical reports over all
+ time and accounts.
-- Forecast View - clicking the Chart tab takes (can take?) a LONG time. Users need a
- way to interrupt any such very long operation. In my experience, these are in reports
- over all time and accounts, and this graphic.
+- In Forecast View, the Advanced tab seems to show one fewer cycle than expected.
-- In Forecast, the Advanced tab seems to show one fewer cycle than expected.
+- Forecast View, Budget tab it seems final column really is Total, not anything predicted, and
+ values seem history predicted, even though my Forecast Method is Scheduled.
-- Forecast View, Budget tab seems final column really is Total, not anything
- predicted, and values seem history predicted, even though my Forecast Method is
- Scheduled.
+- Forecast View - doesn't seem to change forecast method without restarting KMM.
-- Search dialog - some tabs say "All"/"None" but some say "Select all"/"Select none."
- These should be consisstent.
+- Search dialog - some tabs say "All"/"None" but some say "Select all"/"Select none." These should
+ be consistent.
-- The Search Dialog Deatils subtab has a problem with vertical alignment. "Search
- number in range" is at the vertical midpoint of from and to (looks good) but
- "Search this number" seems lower than the text field for that number.
+- The Search Dialog Deatils subtab has a problem with vertical alignment. "Search number in range"
+ is at the vertical midpoint of from and to (looks good) but "Search this number" seems lower than
+ the text field for that number.
-- Search results should include (optional) Number column if you can search on it.
+- Search results should include (optional) Number column, since it seems you can search on it.
-- Cant search results be sorted any more? (Could they ever?)
+- Can search results be sorted any more? (Could they ever?)
- what does File/Backup do if SQL is the current file type?
-- on the config dialog, home section, should the top area be put in a box as are the
- other two areas, and most of the contents on the other sections?
+- on the config dialog, home section, should the top area be put in a box as are the other two
+ areas, and most of the contents on the other sections?
-- Forecast View - doesn't seem to change forecast method without restarting KMM.
+- "Show all split details in ledger" seems to act inconsistenly. With a split transaction, if a
+ split has a memo, that memo is shown instead of the second category. I don't know if this is
+ related to the bug I filed (and now can't find) about splits getting duplicated if you toggle that
+ setting while the transaction is open for editing.
-- "Show all split details in ledger" acts inconsistenly. With a split transaction,
- if a split has a memo, that memo is shown in stead of the second category. I don't
- know if this is related to the bug I just filed about splits getting duplicated if
- you toggle that setting while the transaction is open for editing.
-
-- Is there any consistency or pattern in config dialogs where something with a small
- number of choicees is presented as a dropdown or a set of radio-button items? For
- example, Ledger configuration, Data Entry tab: Default reconciliation state is
- dropdown with three choices, but Autofill has three radio-button choices.
-
-- In Edit Account, bottom of General tab, Budget Options allows account to be
- included in budgets as Income or Expense. This actually adds the account as Asset
- or Liability, not Income or Expense. However, I still see no evicence of any such
- account in any budget report. Perhaps this should just be left as is, and raised
- as an issue after 5.2?
-
-
------------------------- resolved issues moved to below. should probably just delete
-
-- Deleting an Institution orphans any accounts without warning, and they do not
- appear under the "Institution for accounts with no institution" until after a
- restart of KMM.
- -- confirmed fixed
-
-- Why do we mix "preferred" and "favorite" account designation? Are they any different?
- -- now prefer preferred. Hanbook updated
-
-- Are loans with 0% now allowed? Need to know for wording about loan accounts.
- -- N0, wording updated (loan chapter and loan section of accounts chapter)
-
-- There are several tabs in the Edit Account dialog which are not included in the New
- Account dialog. Should these also be there?
- -- some tabs are only set up after mapping online, so "nothing to see here ...."
-
-- Is CC (cost center) used for anything? Does it occur anywhere except Categories
- (which is only that cc is required)
- -- not used, and now possibly hidden by config time option.
- -- now noted.
-
-- do we need a Tags main menu item?
- -- don't have one for tags or payees. OK
-
-- for clarifications, can a transaction only be split on one side? It does make
- sense to restrict a transaction to only one account on one side, but would allowing
- both sides be split cause any real problem, or just too much confusion?
- -- There are all sorts of possibilities, so nothing further needed, other than
- possible explanation or example in section on split transactions, but this might
- be morel likely to just add confustion.
- In addition, "on one side" doesn't really make sense, as money may come from one or
- more places and go to one or more places.
-
-- In Investment account ledger, Activity has a blue border when selected, but
- Security and Account have the name highlighted when the field is selected. Why the
- difference.
- -- Border shows field with focus. Some fields (text, combo-boxes, part of date) will
- have the text selected/highligted.
- Nothing to see here.
-
-- Reconciliatiohn wizard interest/charge dialog - should it allow split entries? Might
- be unlikely for interest, but you might have credit card interest plus fees.
- -- Never asked for, so leaving as is.
-
-- Can we change the order of reports in the Reports View to make more sense? (Look at
- Tranacions reports for an example)
- -- Can change name of custom reports, and can sort on report comment. Handbook fixed
-
-- Report section CashFlow - should this be Cash Flow (with a space between?)
- -- fixed
-
-- Can the tabs in the Reports View get an "X" to close them, instead of needing to use
- the "Close report" button?
- -- done
-
-- is the QIF Profile input filter location a single file or a command? Does it just use
- a single file as the program, and anything more than that as a command to be invoked?
- -- filter box takes both full path to the program/script and any command line
- parameters.
-
-- The split editor window title is just "Dialog." The title of the window for
- actually editing a single split is "Slit transaction." We need better terms that make
- more sense.
- -- Fixed.
-
-- Why is "Reconciled" not an option on the transaction state dropdown in the filter
- section of the ledger?
- -- nobody ever asked for it...
-
-- transaction matching section of Ledgers chapter - first, are matched transactions
- still highlighted in green? If not, how?
- -- no highlight, just icon. Handbook updated
-
-- The Security dropdown and column in an Investment ledger shows only the name of the
- security. Should it also show the symbol? (The manual used to say it did.)
- -- Added. Not explicitly mentioned in handbook.
-
-- Need to mention in file formats chapter that all data files can be stored locally
- or on a network share. Also mention mounting the share is often an issue on Windows.
- -- done.
+- Is there any consistency or pattern in config dialogs where something with a small number of
+ choicees is presented as a dropdown or a set of radio-button items? For example, Ledger
+ configuration, Data Entry tab: Default reconciliation state is dropdown with three choices, but
+ Autofill has three radio-button choices.
+
+- In Edit Account, bottom of General tab, Budget Options allows account to be included in budgets as
+ Income or Expense. This actually adds the account as Asset or Liability, not Income or Expense.
+ However, I still see no evicence of any such account in any budget report. Perhaps this should
+ just be left as is, and raised as an issue after 5.2?
------------------------ resolved issues for now, but still need future discussion
-- do we want to talk about stock as an account type? - will defer, including possible
- terminology changes (equity/stock/security) when we get to major investment
- overhaul.
-
-- Bug 272737 is that categories and account hierarchies cannot be dragged to new
- location.
- -- actually fixed a while ago. However when you click on new parent and then OK,
- instead of just updating the hierarchy, the whole dialog is closed. Is this OK?
-
-- In New Category dialog, Price entry has been dropped (also CC)
- -- Should we also drop Last Check number?
-
-- On schecule frequency, should we comment on possibly odd combinations of frequency
- and the interval? What happens if you say 2 Once? Is 2 Month the same as 1 Every
- half month or 1 Every two months?
- -- wording updated, but I wonder if we wan to eliminate all intervals which are
- multiples of other intervals. However, the confusion of making the change might
- be worse than the confusion when picking the righ frequency and interval.
-
-- Price downloads allow you to specify data (date range?) yet this is never used in
- actually fetching prices (stocks or currency.) Should we just drop the field, or
- at least note it is ignored? IS there any way to retreive historic prices?
-
- >> T This has recently changed. If the price source has a #x in its regex for
- price or date then it expects the data to be in CSV format. In such a case,
- the date fields are enabled but only used for that price source.
- > J2 I'll need to try it, if I can find any source with historic dates. Otherwise,
- I suppose I can just save any changes about this for later.
- T2 I attach a screenshot of my settings for this. And here are those settings
- for copy/paste:
+- do we want to talk about stock as an account type? - will defer, including possible terminology
+ changes (equity/stock/security) when we get to major investment overhaul.
+
+- Bug 272737 is that categories and account hierarchies cannot be dragged to new location. This was
+ actually fixed a while ago, but when you click on new parent and then OK, instead of just updating
+ the hierarchy, the whole dialog is closed. Is this OK?
+
+- In New Category dialog, Price entry and CC were dropped. Should we also drop Last Check number?
+
+- On schedule frequency, should we comment on possibly odd combinations of frequency and the
+ interval? What happens if you say 2 Once? Is 2 Month the same as 1 Every half month or 1 Every
+ two months?
+ -- wording updated, but I wonder if we should eliminate all intervals which are multiples of other
+ intervals. However, the confusion of making the change might be worse than the confusion when
+ picking the righ frequency and interval.
+
+- Price downloads allow you to specify data (date range?) yet this is never used in actually
+ fetching prices (stocks or currency.) Should we just drop the field, or at least note it is
+ ignored? IS there any way to retreive historic prices? (How does this relate to the more of price
+ downloads to alkimia?
+
+ >> T This has recently changed. If the price source has a #x in its regex for price or date then
+ it expects the data to be in CSV format. In such a case, the date fields are enabled but only
+ used for that price source.
+ > J2 I need to try it, if I can find any source with historic data. Otherwise, I suppose I can
+ just save any changes about this for later.
+ T2 I attach a screenshot of my settings for this. And here are those settings for copy/paste:
+
[Online-Quote-Source-KMyMoney Currency Historic.local]
DataFormat=2
DateFormatRegex=%d %m %y
@@ -380,80 +277,75 @@ elsewhere.
PriceRegex=#2
URL=https://fx-rate.net/historical/?c_input=%1&cp_input=%2&csv=true
- You could also use the Install button and select the fx-rate.net historical one
- (which is the same as above). All this is functionality obtained from the latest
- Alkimia. Ralf can probably provide more info about that. Also, attached as
- screenshot.
- 1) you can hit "Install" more than once. The button should be disabled while the dialog
- is displayed.
- 2) the current list (for Install) all show ratings 5/10 but none have any ratings. Should
- I take this up with KDE GHNS?
+ You could also use the Install button and select the fx-rate.net historical one (which is the
+ same as above). All this is functionality obtained from the latest Alkimia. Ralf can probably
+ provide more info about that. Also, attached as screenshot.
+ 1) you can hit "Install" more than once. The button should be disabled while the dialog is
+ displayed.
+ 2) the current list (for Install) all show ratings 5/10 but none have any ratings. Should I
+ take this up with KDE GHNS?
3) on New Account in currency other than base currency, even after downloading a conversion
- rate, the text below the rate says 1 USD -> 1 EUR (with appropriate symbols). Shouldn't
- that get updated? Also, if you are explicitly looking for conversion on date of account
- opening, why does it fetch today's rate?
- 4) I did add the new conversion source, but I can't figure out how to use it. Do I need
- to change it's name?
- 5) Even after installing the new source, if I select it in the Online Quotes dialog,
- all the fields below remain disabled. I have alkimia as of yesterday. Is it not recent
- enough? Am I missing some other configuration setting?
-
-- Manual says KMM can download the latest prices from the web. Should we just
- specify "current" prices? Although there is a date field for price fetch, it is
- ignored. How do we want to deal with this?
- -- (This is really part of the previous issue.)
-
-- The transaction form shows up always at the bottom of the transaction list.
- With or without the form enabled, editing a transaction shows the form at the
- location of the transaction in the ledger. Shouldn't editing take place in the
- form at the bottom?
- -- There have been changes here. Transaction form is always at the bottom (when enabled)
- and it disappears when entering or editing a transaction (always done in the ledger)
+ rate, the text below the rate says 1 USD -> 1 EUR (with appropriate symbols). Shouldn't that
+ get updated? Also, if you are explicitly looking for conversion on date of account opening,
+ why does it fetch today's rate?
+ 4) I did add the new conversion source, but I can't figure out how to use it. Do I need to
+ change it's name?
+ 5) Even after installing the new source, if I select it in the Online Quotes dialog, all the
+ fields below remain disabled. I have alkimia as of yesterday. Is it not recent enough? Am
+ I missing some other configuration setting?
+
+- (related to above issue) Manual says KMM can download the latest prices from the web. Should we
+ just specify "current" prices? Although there is a date field for price fetch, it is ignored.
+ How do we want to deal with this?
+
+- Transaction form shows up always at the bottom of the transaction list. With or without the form
+ enabled, editing a transaction shows the form at the location of the transaction in the ledger.
+ Shouldn't editing take place in the form at the bottom if it is enabled?
+ -- There have been changes here. Transaction form is always at the bottom (when enabled) and it
+ disappears when entering or editing a transaction (always done in the ledger)
1) Why is the transaction form not shown for Investment Accounts?
- 2) Please confirm that the transaction form is now display only, and entering new
- and editing existing transactions is now always done within the ledger, at
- which time the transaction form is not displayed (even if enabled). Otherwise,
- the transaction form shows the details of the most recently clicked
- transaction. (If I Ctl-Click, it shows the last one clicked, but if I then
- Ctl-click a selected transaction to un-select it, that is the one shown in the
- form. (I need to revise the Handbook which still says both ways can be used to
- enter/edit transactions.
-
-- The handbook uses "Schedules" as the formal name, but the View Selector says
- "Scheduled transactions" We should be consistent. and shorten it? (hard to find in
- code, since it includes \n.
-
-- In Gnucash import, matching of account types, some map to things that are only
- applicable to security subaccounts of investmant accounts. Should these be shown
- separately, with an explanation?
-- Importing gnucash schedules talks about if it causes fatal errors. Is this while
- importing, or while running later?
-- doc says not all report types are matched - what happens if they don't?
- -- TB: I have no idea about GnuCash stuff. I need to leave those questions
- unanswered. Same goes for the CSV importer
- -- With no sufficient expertise for GnuCash or CSV importer - we leave these
- unanswered until we get a but report or explicit request for help
-
-- Payees entered in a split, show up in the memo of the transaction, like memos and
- tags. Perhaps they should be displayed in the Payee field, perhaps in parens with
- the payee from each split?)
- -- remind myself that there is no payy (nor tag, ...) for the transaction, only the one
- for the account of the displayed ledger. Leaving active for me to confirm the
- description of these fields and their behaviour in the Handbook is correct (and also
- hopefully complete.)
+ 2) Please confirm that the transaction form is now display only, and entering new and editing
+ existing transactions is now always done within the ledger, at which time the transaction form
+ is not displayed (even if enabled). Otherwise, the transaction form shows the details of the
+ most recently selected transaction. (If I Ctl-Click, it shows the last one clicked, but if I
+ then Ctl-click a selected transaction to un-select it, that is the one shown in the form. (I
+ need to revise the Handbook which still says both ways can be used to enter/edit transactions.
+
+- The handbook uses "Schedules" as the formal name, but the View Selector says "Scheduled
+ transactions." Shoule we be consistent and shorten it? (hard to find in code, since it includes
+ \n.
+
+- In Gnucash import, matching of account types, some map to things that are only applicable to
+ security subaccounts of investmant accounts. Should these be shown separately, with an
+ explanation?
+
+ -- Importing gnucash schedules talks about if it causes fatal errors. Is this while importing, or
+ while running later?
+
+ -- doc says not all report types are matched - what happens if they don't?
+ -- TB: I have no idea about GnuCash stuff. I need to leave those questions unanswered. Same goes
+ for the CSV importer
+ -- With no sufficient expertise for GnuCash or CSV importer - we leave these unanswered until we
+ get a bug report or explicit request for help
+
+- Payees entered in a split, show up in the memo of the transaction, like memos and tags. Perhaps
+ they should be displayed in the Payee field, perhaps in parens with the payee from each split?
+ -- remind myself that there is no payee (nor tag, ...) for the transaction itself, only for the
+ account of the displayed ledger. Leaving active for me to confirm the description of these
+ fields and their behaviour in the Handbook is correct (and also hopefully complete.)
- Where should we describe the Undo feature?
- -- Still not sure - perhaps an early page on "other changes not mentioned elsewhere?
- what else would be included?
+ -- Still not sure - perhaps an early page on "other changes not mentioned elsewhere?
+ what else would be included?
- Should there be a note about the relation between aqbanking, kbanking, and hbci?
- -- Will mention only used in Germany, although Aqbanking can import other file types
- (but not used for those instead of native importers)
- -- Still would like a note on the relation between Aqbanking and KBanking.
- (external libraries/routines and the KMM framework for calling them?)
-
-- Budget View has buttons labelled Upd and Res. Should these be expanded to Update
-and Reset? -- TB said he would remove, but I now see full text Update and Remove.
-Tooltips are present and for those two, there is a (not useful?) "hit Shift for
-more". The "more" is not very useful - should it just be dropped?
+ -- Will mention only used in Germany, although Aqbanking can import other file types (but not used
+ for those instead of native importers)
+ -- Still would like a note on the relation between Aqbanking and KBanking. (external
+ libraries/routines and the KMM framework for calling them?)
+
+- Budget View has buttons labelled Upd and Res. Should these be expanded to Update and Reset? --
+ TB said he would remove, but I now see full text Update and Remove. Tooltips are present and for
+ those two, there is a (not useful?) "hit Shift for more". The "more" is not very useful - should
+ it just be dropped?
diff --git a/doc/details-ledgers.docbook b/doc/details-ledgers.docbook
index d344159913..ad32d448a0 100644
--- a/doc/details-ledgers.docbook
+++ b/doc/details-ledgers.docbook
@@ -233,13 +233,13 @@
</screenshot>
<para>
- If displayed, most of the filter area is a text entry area. Typing here will cause
+ When displayed, most of the filter area is a text entry box. Typing here will cause
&kmymoney; to display only transactions containing the text typed in the box. The
text specified can be in any of the fields of the transaction for the displayed
account. Clicking the <guiicon> <inlinemediaobject> <imageobject> <imagedata
fileref="edit-clear.svg" format="SVG"/></imageobject> </inlinemediaobject>
</guiicon> clear text icon at the right end of the text entry box will clear any
- text in the filter box.
+ text that has been entered.
</para>
<para>
@@ -262,8 +262,8 @@
<para>
<guilabel>Erroneous</guilabel> selects transactions where &kmymoney; has detected
- some problem. Most commonly, thrsr str an <link
- linkend="details.ledgers.split">unbalanced transactiond</link>, which is often the
+ some problem. Most commonly, these are <link
+ linkend="details.ledgers.split">unbalanced transactions</link>, which is often the
case for imported transactions where a category was not assigned..
</para>
@@ -478,7 +478,7 @@
transaction form. This is done by selecting the <guimenu>Settings</guimenu>
<guimenuitem>Configure &kmymoney;...</guimenuitem> menu item and selecting the
<guiicon><inlinemediaobject><imageobject><imagedata fileref="ledgers_view.png"
- format="PNG"/></imageobject></inlinemediaobject> </guiicon> register icon from the
+ format="PNG"/></imageobject></inlinemediaobject> </guiicon> ledger icon from the
list on the left. The option to uncheck is labeled <guilabel>Show transaction
form</guilabel>. When finished click <guibutton>OK</guibutton> to be ready to
directly enter or edit transactions.
@@ -633,7 +633,7 @@
<para>
Note that the category field in the transaction form or the transaction list now
displays a comma separated list of the categories in each of the split entries.
- Payees entered in a split also show up within the memo field in the register.
+ Payees entered in a split also show up within the memo field in the ledger.
</para>
</sect1>
diff --git a/doc/details-settings.docbook b/doc/details-settings.docbook
index 84d4568c30..33ef056b1f 100644
--- a/doc/details-settings.docbook
+++ b/doc/details-settings.docbook
@@ -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 Ledgers View.
+ transaction ledger displayed in the Ledgers View.
</para>
<sect2 id="details.settings.register.display"><title>Display tab</title>
@@ -583,9 +583,9 @@
<term><guilabel>Show a grid in the ledger</guilabel></term>
<listitem>
<para>
- Selecting this option displays grid lines in the transaction register or
- Ledgers View. This is an additional viewing option that may make it easier to
- visualize separate transactions and their component parts.
+ Selecting this option displays grid lines in the Ledgers View. This is an
+ additional viewing option that may make it easier to visualize separate
+ transactions and their component parts.
</para>
</listitem>
</varlistentry>
@@ -596,8 +596,8 @@
<para>
Selecting this option displays the <link
linkend="details.ledger.transactionform">transaction form</link> at the
- bottom of the register, and that is where you enter or edit a transaction.
- If the transaction form is not displayed, you edit a transaction within the
+ bottom of the ledger, and that is where you enter or edit a transaction. If
+ the transaction form is not displayed, you edit a transaction within the
ledger itself. With this option enabled, fewer transactions are visible in
the ledger, compared to when it is disabled.
</para>
@@ -621,7 +621,7 @@
<formalpara>
<title><guilabel>Show all ledger entries in full detail</guilabel></title>
<para>
- Selecting this option makes the register show all the information for all
+ Selecting this option makes the ledger show all the information for all
displayed transactions, with separate lines in the Detail Column for
Category, Tags, and the Memo. If it is not selected, Category, Tags, and
Memo will not be displayed. This has the same effect as selecting the
@@ -634,7 +634,7 @@
<title><guilabel>Use the ledger lens</guilabel></title>
<para>
Selecting this option displays all the detail lines for the selected
- transaction, even if <guilabel>Show all register entries in full
+ transaction, even if <guilabel>Show all ledger entries in full
detail</guilabel> is not selected.
</para>
</formalpara>
@@ -653,7 +653,7 @@
<formalpara>
<title><guilabel>Show group headers between transactions</guilabel></title>
<para>
- Selecting this option will display group headers in the register. These
+ Selecting this option will display group headers in the ledger. These
refer to time periods or milestones such as Last month, Last week, This
month, Last reconciliation, Next week, and Next month.
</para>
@@ -664,7 +664,7 @@
<guilabel>Show header for the previous and current fiscal year</guilabel>
</title>
<para>
- Selecting this option will display group headers in the register for the
+ Selecting this option will display group headers in the ledger for the
current and the previous fiscal year.
</para>
</formalpara>
diff --git a/doc/reference.docbook b/doc/reference.docbook
index 480cdb16fd..28dd599483 100644
--- a/doc/reference.docbook
+++ b/doc/reference.docbook
@@ -273,7 +273,7 @@
<guimenuitem>Hide reconciled transactions</guimenuitem>
</menuchoice></term>
<listitem>
- <para>Hides reconciled transactions in the register.</para>
+ <para>Hides reconciled transactions in the ledger.</para>
</listitem>
</varlistentry>
@@ -718,7 +718,7 @@
<guimenu>Transaction</guimenu><guimenuitem>Select all</guimenuitem>
</menuchoice></term>
<listitem>
- <para>Selects all transactions in the register.</para>
+ <para>Selects all transactions in the ledger.</para>
</listitem>
</varlistentry>
@@ -874,20 +874,20 @@
<link linkend="details.settings.plugins.kbanking">KBanking plugin</link> as
well as in the <ulink
url="https://www.gnucash.org/docs/v5/C/gnucash-manual/tools-on-line-banking.html#tool-
- aqb-modules">GnuCash documentation</ulink>.
+ aqb-modules">&gnucash; documentation</ulink>.
</para>
<para>
The process of setting up online access in AqBanking is described in <ulink
url="https://wiki.gnucash.org/wiki/De/Onlinebanking-Einrichtungsassistent">the
- GnuCash wiki (German only)</ulink>. This menu entry brings you to the dialog
- shown in step #3. The process until step #18 is the same for KMyMoney. Once
- done, you can map the account in &kmymoney; using <guimenu>Account</guimenu>
- <guisubmenu>Map account</guisubmenu> and select the account from the list
- provided. From there, simply use <guimenu>Account</guimenu>
- <guisubmenu>Update account</guisubmenu>, or in case you have more than one
- online account mapped <guimenu>Account</guimenu> <guisubmenu>Update all
- accounts</guisubmenu>.
+ &gnucash; wiki (German only)</ulink>. This menu entry brings you to the
+ dialog shown in step #3. The process until step #18 is the same for
+ KMyMoney. Once done, you can map the account in &kmymoney; using
+ <guimenu>Account</guimenu> <guisubmenu>Map account</guisubmenu> and select
+ the account from the list provided. From there, simply use
+ <guimenu>Account</guimenu> <guisubmenu>Update account</guisubmenu>, or in
+ case you have more than one online account mapped <guimenu>Account</guimenu>
+ <guisubmenu>Update all accounts</guisubmenu>.
</para>
<para>
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