Terminology

Document

A document is a Skrooge file (extension .skg). It can contain an indefinite number of accounts. You can use one document to manage all your accounts at once.

Account

A Skrooge account is similar to your bank account. For example, if you own one account for you, one for your wife, and one in common, you can create these three accounts in Skrooge. Every time you spend or earn some money, you register an operation, and indicate the account this operation was made on.

Operation

An operation is either a credit or debit to one of your accounts. If you assign a category or tracker to operations, you can analyze how you spend your money.

Standard Operation

A standard operation is the basic operation in Skrooge. For example, "Today, spent 20€ in credit card for groceries".

Split Operation

A split operation is an operation for which the total amount is split over several categories, dates and/or trackers. For example, "Yesterday, spent 100€ at the supermarket, of which 60€ were for food, and 40€ for clothes".

Transfer

A transfer in Skrooge records moving a quantity of money from one of your Skrooge accounts to another.

This must not be confused with the payment mode chosen: if you made a transfer, for example using your bank's website, to someone else's account, this is not a transfer operation, because Skrooge doesn't know about that other person's account. It is a standard operation with transfer as its payment mode.

Read the transfer section if things are still unclear

Validated Operation

When you import operations from your financial institution into Skrooge, they are not considered valid right away and appear in blue. You need to manually validate them. Such validated operations no longer appear blue.

Note that it is possible to automatically validate operations on import, by turning on the corresponding option in the settings.

Pointed Operation

During the reconciliation process, you point in Skrooge all operations that appear in the corresponding account position. Such pointed operations display a half-filled square in the Status column of an operations view. A pointed operation is not Checked until you complete reconciliation.

Checked Operation

When all operations on your account's position have been pointed in Skrooge, you can complete the reconciliation process. Skrooge then turns all Pointed operations into Checked Operations, which display a filled square in the Status column of an operations view.

Category

A category is basically a class of operations. Some classic examples include "Food", "Taxes","Salary"... A category can contain other categories: it is a hierarchical structure. For example, category "transport" can contain categories "Bus", "Automotive", "plane"... Skrooge handles an infinite depth of categories.

Unit

A unit in Skrooge can be anything that has a value. Examples:

  • Currency

    • $ (US Dollar)

    • € (euro)

    • £ (Sterling Pound)

  • Stock or index

    • GOOG (Google)

    • NASDAQ

  • Anything you own

    • Your house

    • Your car