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The Skrooge Handbook

Stéphane MANKOWSKI

Developer: Guillaume DE BURE
Revision Skrooge 2.22.1 (2020-04-11)

Copyright © 2007, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024 Stéphane MANKOWSKI, Guillaume DE BURE

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
Transaction
Category
Unit
2. Main concepts
User Interface
The main area
Docks
Page Chooser
Bookmarks
Undo / Redo
Property Editor
Message list
Multiple Tabs
Editing Panels
Tables
Save Customized Content
Mass Update
Status Bar
Import Files
Supported File Formats
CSV Specificities
Importing Transactions
Merge transactions after import
Export
Export all your data in one file
Partially export 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
Dashboard
Advice
Tip of the day
Accounts (Light)
Accounts (Full)
Banks (Light)
Banks (Full)
Income & Expenditure
Highlighted transactions
Scheduled transactions
5 main categories of expenditure
5 main variations
Budget
Alarms
Report
Quotes
Portfolio
Estimated interest
Personal financial score
Bank & Accounts
Account properties
Accounts list
Create an Account
Modify an Account
Delete Accounts
Transactions
Transaction Properties
Transactions list
Create an Transaction
Split Transaction
Transfer
Shares
Schedule Transactions
Fast Editing
Reconciliation
Template Transactions
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 Transactions
Scheduled Templates
Assign Schedule
Trackers
Close Tracker
Search & Process
Define search criteria
View search results
Define Processing
Define Alarm
Budgets
Budget definition
Budget rules
Simulations
5. Settings
General
File
Bookmarks
History
Dashboard
Transactions
Scheduled transactions
Search and process
Report
Units
Import / Export
6. How to…
7. Credits and License
A. Search & Process real case study
B. Deep analysis exercise: Holidays expenses
Analysis Context
Data Organisation
Finding the holidays total cost
Expenses Distribution
Conclusion

List of Tables

4.1. Scheduled Transactions (step 1)
4.2. Scheduled Transactions (Step 2)
4.3. Scheduled Transactions (step 3)
4.4. Scheduled Templates (step 1)
4.5. Scheduled Templates (step 2)
4.6. Scheduled Templates (step 3)
A.1. Search Definition
A.2. Update Definition