Chapter 3. Using Skrooge (beginner)

The main menu

Skrooge follows the standard KDE menu scheme, and as such it has many menu entries that are common for all KDE applications. More information on these menu entries can be found in this help section.

Below, you can find descriptions for Skrooge-specific menu entries.

The File Menu

In this menu, you can find all functions relative to the Skrooge document

  • Change password…: To change the password. Leave the field empty to remove the password

  • Print…: To print the open pages

  • Print preview: To display the preview before printing

  • Import: To import data.

    • Import standard bookmarks: To import the standard bookmarks. They are created at the creation of a new document

    • Import categories: To import a set of predefined categories. This option depends of your country

    • Import: To import transaction from files

    • Import with backend: To import transactions with all declared backends

    • Import currency values…: To import currency values from files. Of course, the csv file must have the three columns (unit, date and amount).

    • Import rules…: To import Search and process rules to associate a category to a payee. Of course, the csv file must have the two columns (payee and category).

  • Export…: To export transactions into a file

The Edit Menu

In this menu, you can find all functions that can be used to modify selected objects.

  • Undo: Cancel the previous modification done

  • Redo: Reapply the previous modification cancelled

  • Revert document: Cancel the previous modifications done up to the last save

  • Delete: Delete the selected objects (transactions, accounts, categories, etc.)

  • Add property: Add a property regularly used on the selected objects

  • Select all: Select all lines of the table of the current page

  • Fast edit: Facilitates the creation of new transactions by filling fields automatically based on previous transactions created

  • Find…: Open the Search and process page with a predefined filter corresponding to the selected objects

  • Switch highlight: Switch the highlight state of objects

  • Switch close: Switch the close state of objects

  • Reconcile…: Open the Transactions page in reconciliation mode

  • Mark: Mark the selected transactions

  • Group transactions: Group the selected transactions. It serves as a link between transactions. It is used in the case of transfers between accounts or in the case of buying/selling shares. You can use it for any other purpose. Be aware that reports and graphs allow you to ignore or to take into account the grouped transactions

  • Ungroup transactions: Ungroup the selected transactions

  • Duplicate: Duplicate the selected transaction to create a new one from a previous one

  • Create template: Create a template from a selected transaction

  • Apply template: Apply a template on selected transactions

  • Merge sub transactions: Merge selected transactions in one split transaction

  • Schedule: Schedule the selected transaction

  • Switch validation of imported transactions: Validate all selected imported transactions

  • Merge imported transactions: Merge one imported transaction with another transaction entered manually. If amounts are different then a confirmation is requested

  • Split share: Split selected share

The View Menu

In this menu, you can find all functions related to pages

  • Enable editor: Activate the editor on the current page

  • New tab: Open a new tab

  • Reopen last closed page: Recover the last closed page

  • Close: Close the current page

  • Close All: Close all pages except pinned ones

  • Close All Other: Close all pages except the current one and the pinned ones

  • Pin this page: Set the current page pinned. This will top it from being replaced by another page, or from being closed

  • Reset page state: Reset the status of the current page

  • Save page state: Save the status of the current page

  • Overwrite bookmark state: Save the status of the current bookmarked page. The bookmark is updated with the new state

The Go Menu

In this menu, you can find all functions related to pages

  • Home: Close all pages and reopen all bookmarks autostarted like when the document is opened

  • Previous: Change the content of the current page with the content of the previous one (like in a web browser)

  • Next: Change the content of the current page with the content of the next one. (like in a web browser)

  • Open highlights…: Open highlighted transactions

  • Open last modified…: Open transactions modified by the last action done

  • Open potential duplicates…: Open a page with transactions that have the same amounts and same dates

  • Open sub transactions…: Open sub transactions of the selected transaction. Similar to a double click

  • Open report…: Open a report based on the selection. This is really useful. For example: if you select two accounts and launch this action then the report page will be opened but only for transactions of those accounts

  • Open imported transactions not yet validated…: nothing to add

  • Open transactions without category…: Open all transactions not having a category

  • Open transfers without category…: Open all transfers not having a category

  • Open transactions without payee…: Open all transactions not having a payee

  • Open transfers without payee…: Open all transfers not having a payee

  • Open transactions without mode…: Open all transactions not having a mode

  • Open transactions with dates not aligned…: Open all single transactions not having the date aligned with its sub transaction

  • Open transactions with comments not aligned…: Open all single transactions not having the comment aligned with its sub transaction

  • Open transactions in groups with only one transaction…: Open all single transactions alone in a group

  • Open very old transactions: As per the title

The Tools Menu

  • Find and group transfers: Create potential transfers

  • Clean bank's import: Clean transactions after imports

  • Anonymize: Anonymize your document to help debugging of Skrooge

  • Align comment of subtransactions: Correct single transactions having comments not aligned

  • Align date of subtransactions: Correct single transactions having dates not aligned

  • Remove groups with only one transaction: Correct alone in a group

  • Delete unused payees: As per the title

  • Delete unused categories: As per the title

  • Delete unused units: As per the title

  • Validate transactions that do not require further action: Validate imported transactions

  • Process budget rules: Recompute the budgets based on defined rules

The Settings Menu

  • Show Menubar: To show or hide the menu

  • Toolbars Shown: To show or hide the toolbars

  • Show Statusbar: To show or hide the status bar

  • Configure Keyboard Shortcuts…: To change the shortcuts of each command

  • Configure Toolbars…: To modify the toolbars layouts

  • Configure Notifications…: To modify the notifications

  • Configure Skrooge: To access to the main settings of Skrooge