[Kmymoney-devel] Re: Accounts, categories, and budgets

[Cristian Oneț]

On Sat, Jul 2, 2011 at 4:14 PM, Jack <ostroffjh at sbcglobal.net> wrote:
> On 2011.07.02 06:27, Cristian Oneț wrote:
>> On Fri, Jul 1, 2011 at 8:21 PM, Jack <ostroffjh at sbcglobal.net> wrote:
>>> I was contacted by someone who is working on translating the manual
>>> into French, and he brought up some questions on the Budget chapter.
>>>  I have already committed an update so that the descriptions match
>>> the current GUI, but I still have one open question.  The upper
>>> right pane in the UI is labelled "Accounts List."  As far as I can
>>> tell, this will only have Categories.  I know internally, categories
>>> are treated as accounts, but they are not interchangeable in the UI.
>>>  Would it make sense to relabel this as "Category List" and then
>>> change all references in the chapter from "Account" to "Category" to
>>> hopefully decrease any confusion?
>>
>> Yes it would make sense do the rename although, at least for me
>> 'Category'=='Income/Expense account' so the account name is not that
>> confusing.
> I've also gotten used to this, but I do remember having to read things
> more than once because of this when I first started using KMM and when
> I first started editing the manual.
>
>>> In addition, the column "Total Balance" in the account list will
>>> always be 0 for categories, so is there any reason to keep it in the
>>> display?
>> It is not true that the "Total Balance" column will always be 0 for
>> categories. Just try to setup a category in a foreign currency and
>> you'll see the displayed balance. It is not that unusual to have
>> categories in foreign currencies.
> Well, that's what the manual says now (always 0 for categories.)  Just

Then this should be fixed.

> to be sure - with a foreign currency category, Total Value with have
> they amount in the value of the category and Total Balance with have it
> converted to your base currency?  Or do I have it backwards?  (I don't
> have any set up like this - so I'll try to add one to the test kmy file
> I was using for screen shots.)

It's the other way around the balance is in the account's currency so
it would be the balance in the foreign currency and the value is the
'value' of that balance in the base currency.

Regards,
Cristian