Hello!

I just started using Skrooge (after a very very long absence) and have some questions:

1. I am importing my bank transactions (operations) with aqbanking, which seems to work fine (apart from some minor issues with added or removed spaces in mode/comments). How can I tell Skrooge that a certain transaction will happen regularly (and regularly be listed in the bank transfers imported from the aqbanking backend), so that Skrooge can properly predict my monthly / yearly expenses? Is a "scheduled operation" the right tool? Will it not conflict with the actual transactions being imported from my bank? I.e. will there not be two transactions in the end, one from Skrooge's "scheduled operations" and one from the actual transaction imported from the bank?
2. How do I create a "virtual account", e.g. a "rainy day savings account" that I can "transfer" (i.e. allocate) a certain amount to each month? I would like my bank account to still show the correct balance -- i.e. the same balance that my bank's website shows me -- hence creating an actual second (e.g. "wallet") account and transferring money using scheduled transactions to "block" the money is not convenient. I was thinking that something like a "sub-account" would work -- I could split the money from my bank account into two "buckets": The "rainy day savings" account and the "free for spending" part. Is there something like a "sub-account" in Skrooge?
3. With 2 imported transactions (Account A +X, Account B -X) that are actually one transfer between my two accounts, how can I tell Skrooge about this, so that it can list it accordingly? Is "merge operation", forcing the merge despite the different amounts, and then changing the type to "transfer" the correct approach? (It appears this confused Skrooge on subsequent imports with aqbanking.) Can I make Skrooge automatically detect such transfers?
4. In the list of operations, when I hover my mouse over the checkboxes, I see "This operation is pointed but not checked yet. You can use the reconciliation mode to validate pointed operations." What does this mean? What is the reconciliation mode? Why are the checkboxes only half-filled?
5. On the dashboard, how do I move widgets?
6. How would I make Skrooge calculate the monthly average from my scheduled operations (i.e. all scheduled expenses of the year -> monthly average; all scheduled income of the year -> monthly average; and then sum up the two numbers)? The goal is to get a better understanding how much money I need to save for scheduled operations in the following months, and how much money I can freely spend.

One thing I noticed in the IRC channel: It says in the `/topic` that the latest stable release is 1.8.0, while 2.11.0 is already out.

Thanks in advance!

devurandom wrote:Hello!

I just started using Skrooge (after a very very long absence) and have some questions:

1. I am importing my bank transactions (operations) with aqbanking, which seems to work fine (apart from some minor issues with added or removed spaces in mode/comments). How can I tell Skrooge that a certain transaction will happen regularly (and regularly be listed in the bank transfers imported from the aqbanking backend), so that Skrooge can properly predict my monthly / yearly expenses? Is a "scheduled operation" the right tool? Will it not conflict with the actual transactions being imported from my bank? I.e. will there not be two transactions in the end, one from Skrooge's "scheduled operations" and one from the actual transaction imported from the bank?
   

If you schedule an imported operation, you will have 2 operations next month: one due to the schedule, one due to the next import.
This is not an issue. You can merge them.
That's what I did.

devurandom wrote:

How do I create a "virtual account", e.g. a "rainy day savings account" that I can "transfer" (i.e. allocate) a certain amount to each month? I would like my bank account to still show the correct balance -- i.e. the same balance that my bank's website shows me -- hence creating an actual second (e.g. "wallet") account and transferring money using scheduled transactions to "block" the money is not convenient. I was thinking that something like a "sub-account" would work -- I could split the money from my bank account into two "buckets": The "rainy day savings" account and the "free for spending" part. Is there something like a "sub-account" in Skrooge?

No, there is no "sub-account" but you can may be use "Trackers" or "Properties". You can find more information about these features in the documentation.

devurandom wrote:

With 2 imported transactions (Account A +X, Account B -X) that are actually one transfer between my two accounts, how can I tell Skrooge about this, so that it can list it accordingly? Is "merge operation", forcing the merge despite the different amounts, and then changing the type to "transfer" the correct approach? (It appears this confused Skrooge on subsequent imports with aqbanking.) Can I make Skrooge automatically detect such transfers?

You can use the "Group" contextual menu action if you want to do it manually.
Or you can use "Tools/Find and group transfers", if you prefer to do it automatically.

devurandom wrote:

In the list of operations, when I hover my mouse over the checkboxes, I see "This operation is pointed but not checked yet. You can use the reconciliation mode to validate pointed operations." What does this mean? What is the reconciliation mode? Why are the checkboxes only half-filled?

See documentation: https://docs.kde.org/trunk5/en/extragea ... nciliation

devurandom wrote:

On the dashboard, how do I move widgets?

By clicking on the top left icon of each dashboard widget.

devurandom wrote:

How would I make Skrooge calculate the monthly average from my scheduled operations (i.e. all scheduled expenses of the year -> monthly average; all scheduled income of the year -> monthly average; and then sum up the two numbers)? The goal is to get a better understanding how much money I need to save for scheduled operations in the following months, and how much money I can freely spend.

There is no report on scheduled operations. Report are only for "real" operations.

devurandom wrote:
One thing I noticed in the IRC channel: It says in the `/topic` that the latest stable release is 1.8.0, while 2.11.0 is already out.

IRC is not really used

devurandom wrote:Thanks in advance!