The Skrooge Handbook

Stéphane MANKOWSKI

Developer: Guillaume DE BURE
Revision 1.10.0 (08/06/2014)

This document is a handbook for using Skrooge, a personal finances manager application.


Table of Contents

1. Introduction
Skrooge
What Skrooge Is
What Skrooge Is Not
Terminology
Document
Account
Operation
Category
Unit
2. Main concepts
User Interface
The main area
Docks
Page Chooser
Bookmarks
Undo / Redo
Property Editor
Multiple Tabs
Edition Panels
Tables
Save Customized Content
Mass Update
Status Bar
Import Files
Supported File Formats
CSV Specificities
Importing Operations
Merge operations after import
Export
Export all your data in one file
Export a specific table
Export Graph
3. Using Skrooge (beginner)
The main menu
The file menu
The edit menu
The view menu
The go menu
The tools menu
The settings menu
The help menu
Dashboard
Advice
Tip of the day
Accounts (Light)
Accounts (Full)
Banks (Light)
Banks (Full)
Income & Expenditure
Highlighted operations
Scheduled operations
5 main categories of expenditure
5 main variations
Budget
Alarms
Report
Quotes
Portfolio
Estimated interest
Bank & Accounts
Account properties
Accounts list
Create an Account
Modify an Account
Delete Accounts
Operations
Operation Properties
Operations list
Create an operation
Split Operation
Transfer
Shares
Schedule Operations
Fast Edition
Reconciliation
Template Operations
Payees
Categories
Reports
Set up report
Graph Types
Zoom on graph
Report Examples
Going Deeper
Monthly Report
Units
Edit Units
Unit Types
4. Using Skrooge (advanced)
Scheduled
Scheduled Operations
Scheduled Templates
Trackers
Close Tracker
Search & Process
Define search criteria
View search results
Define Processing
Define Alarm
Budgets
Budget definition
Budget rules
Simulations
5. How to...
How to have Skrooge in my language?
How to set default currency and date format?
How to reduce the size of my document?
6. Credits and License
A. Installation
How to obtain Skrooge
Requirements
Installing Skrooge
Prerequisites
Compilation and Installation
B. Search & Process real case study
C. Deep analysis exercise: Holidays expenses
Analysis Context
Data Organisation
Finding the holidays total cost
Expenses Distribution
Conclusion