The transactions list takes the form of a table showing all transactions that match the current table filter and search terms, with a row for each transaction. In addition to the standard transaction properties and any other properties you defined for this account, Skrooge displays the following columns:

These columns also have some specificities:

As with all Skrooge list views, you can fully customize the table appearance.

To create a standard transaction, you may use the Clear button to clear all fields and start a new transaction from scratch. You can then fill its attributes (manually or using fast editing), and click on Add.

If the appropriate setting is enabled, then the category will be set automatically when the payee is set.

You may also select a similar transaction from the existing transactions, modify what needs to be changed, and then click on Add.

A split transaction is a transaction that has several dates, categories, comments or trackers. You switch to the split transaction editing mode using the Split Button at the bottom of the Transactions view. When switching into the split transaction editing mode, the fields Category, Comment and Tracker are replaced by a table.

To edit a cell in this table, double click on it.

You can add as many lines in this table as you need. When changing the quantity in a line, Skrooge will compute the difference with the transaction global quantity, and display the remaining quantity in the last table line. If you changed the quantity in the last line, a new line will be added with the remaining quantity.

The fields here have the same behaviour as in the standard transaction editing mode:

A transfer transaction is effectively a dual transaction: when creating a transfer, Skrooge will create two transactions of opposite amounts (one positive, the other negative), on two different accounts. The attributes to provide here are slightly different from a standard transaction:

You will find a "To Account" list where you should select the account receiving the money.

Since a transfer means "Take some money from account A and put it account B", if you put a sign in the quantity field (+ or -), it will be ignored. The transaction for account A will always be negative, positive for account B.

First, you have to create some units with the shares you want to track, from the settings you can choose to update the data automatically when the file is opened. It is also recommended to create a different account (e.g. "ETF") in order to keep the investments separated and be able to see them from the dashboard.

Now you can add your transactions as "shares":

If a transaction is known to be repeated on a regular basis, you may want Skrooge to automatically enter it for you in the list of transactions. This can be done by scheduling a transaction, using the Schedule button .

The default scheduling parameters are:

You may change the default parameters in Skrooge settings.

You may also change each scheduled transaction parameters in the Scheduled plugin.

Skrooge uses values from the last entry of the scheduled transaction for writing the next one. If you increase, for example, the amount of your monthly contribution to the KDE effort from 100$ to 200$, the next transactions automatically written by Skrooge will have an amount of 200$.

Regardless of the chosen editing mode, there is a nifty function called Fast Editing that may speed up the work while creating new transactions. It will fill the transaction's attributes based on previously entered transactions. Enter a value in any field of the editor, and press F10, or click on the Fast Editing Icon (without leaving the selected field).

Skrooge will look for the first (i.e. the most recent one) transaction that has the same value in the same field, and fill all other fields with values from that transaction. It will continue to do so with each call.

Below are the differences when compared to similar functions in other personal finances software:

And it even works on split transactions !

Reconciliation is the process by which you ensure that all transactions in an account match the bank's view of that account. It will involve you, your account's position, and a pen. Reconciliation can happen only for an account at one mark in time.

First, enter all the transactions for the account up to that mark in time; if you can, download transactions from the bank and import them into Skrooge to minimize data entry. Then, in the Transactions view, select the account you wish to reconcile from the drop-down box; or in the Accounts view, double-click the account name or bring up the contextual menu and choose Open transactions…. Switch into reconciliation mode using the Switch Information button below the transactions table.

Enter the position of your account as provided by your bank in the dedicated field. Now, you can proceed to pointing in Skrooge every transaction that appears in the bank's statement: you can either click on its checkbox in the status column or bring up the contextual menu and choose Mark. The check box for this transaction will appear partially filled until you complete reconciliation.

As you mark transactions, you will see Skrooge display in the information zone:

These running totals help you spot transactions you may have forgotten to enter in Skrooge. Many bank statements provide similar totals such as "Withdrawals" or "Deposits and Credits", although they may have separate totals for "Interest", "Fees". When the Delta is equal to 0, you may have marked all transactions matching the bank's record. For example, you may have mistakenly marked a debit of 8€ and a credit of 2€, and overlooked a bank debit of 6€ - the net is the same, minus 6€. When the Delta is 0, the Validate marked transactions button is enabled. Click on this button to complete your reconciliation: all marked transactions are now checked.

If the option Hide checked transactions for the table is selected from its "Show" menu (see Filter the table), then all these transactions will now be hidden.

If the reconciliation is not possible for any reason, you can create a fake transaction that in combination with the other transactions you marked sets the Delta to 0, thus allowing you to complete the reconciliation. To do so, click the "add" button in the reconciliation mode toolbar. You can set the default values of this fake transaction in the application's settings, in the Transactions section. During reconciliation, if you enable the appropriate setting, Skrooge automatically points all created transactions.

Skrooge allows you creating template transactions, i.e. transactions that can be reused whenever you need it. For example, say that you frequently rent DVDs to watch at home. The transaction is always the same :

However, you cannot make it a recurring transaction, because you rent a DVD when you feel like it, not every week. The idea behind template transactions is that it gives you a basic skeleton that can be quickly inserted in your transactions list.

Since Template transactions are just another kind of transactions, you can access them through the transactions tab, using the dedicated option in Show menu:

Creating a template is strictly equal to creating a transaction by defining its attributes. Note that you can also create a template from an existing transaction (bring up the contextual menu on a transaction). In this case, the template will have the same attributes as the transaction.

To use a template and create a new transaction from it, double click on it. A new transaction will be created with the same attributes as the template, at the current date. You can then modify its attributes if needed.

Templates can also be scheduled.