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diff --git a/doc/en/details-currencies.docbook b/doc/en/details-currencies.docbook new file mode 100644 index 0000000..887de0f --- /dev/null +++ b/doc/en/details-currencies.docbook @@ -0,0 +1,150 @@ +<?xml version="1.0" encoding="UTF-8"?> +<chapter id="details.currencies"> +<chapterinfo> + <authorgroup> + <author> + <firstname>Thomas</firstname> + <surname>Baumgart</surname> + <affiliation> + <address><email>ipwizard@users.sourceforge.net</email></address> + </affiliation> + </author> + </authorgroup> + <date>2009-05-05</date> + <releaseinfo>1.0</releaseinfo> +</chapterinfo> + +<title>Currencies</title> + +<para> + &kappname; supports the use of multiple currencies in different accounts. For + example, you can set up a bank account in Euro, another in British Pounds, and + still have your credit card account in US Dollars. +</para> + +<sect1 id="details.currencies.basecurrency"> +<title>Base currency</title> + +<para> + Once you create a &kappname; file you will be asked for the base currency. The + base currency is the one that all income and expense categories use and that + reports will be based on. Usually, the base currency is the currency you use + in your country. If not otherwise selected, new accounts will use this + currency as the default. +</para> + +<para> + <screenshot> + <screeninfo>The select currency dialog</screeninfo> + <mediaobject> + <imageobject> + <imagedata fileref="select_currency.png" format="PNG" /> + </imageobject> + <textobject> + <phrase>select currency</phrase> + </textobject> + </mediaobject> + </screenshot> +</para> +</sect1> + +<sect1 id="details.currencies.accountsetup"> +<title>Account setup</title> + +<para> + If you create a new account you have the option to specify the currency in + which it will be managed. The ledger for the account will then show all values + in the selected currency. The new account wizard defaults this setting to the + <link linkend="details.currencies.basecurrency">base currency</link>. +</para> +</sect1> + +<sect1 id="details.currencies.transactions"> +<title>Entering transactions using different currencies</title> + +<para> + Whenever a transaction is entered that refers to more than one currency, the + exchange rate editor pops up and allows you to enter an exchange + rate. Initially, the current price available from the price database will be + used as exchange rate. See <link linkend="details.currencies.prices">Entering + exchange rates for currencies</link> for more information on how to provide + exchange rates manually and obtain online price information. +</para> + +<para> + Optionally, the exchange rate is saved in the price database once entered by + the user. +</para> +</sect1> + +<sect1 id="details.currencies.prices"> +<title>Exchange rates for currencies</title> + +<sect2> +<title>Entering prices manually</title> + +<para> + The price database editor allows you to enter exchange rates between + currencies or prices for investments. You can pull it up using the + <menuchoice><guimenu>Tools</guimenu><guimenuitem>Prices...</guimenuitem></menuchoice> + menu option. +</para> + +<para> + <screenshot> + <mediaobject> + <imageobject> + <imagedata fileref="currency_priceeditor.png" format="PNG" /> + </imageobject> + <textobject> + <phrase>Currency Price Editor</phrase> + </textobject> + </mediaobject> + </screenshot> +</para> + +<para> + In &kappname; a <quote>Price</quote> is the price of one currency in terms of + a second currency. For example, as I write this, the price of 1 USD in terms + of 1 EUR is 0.83; that is, 1 USD costs 0.83 EUR. The first currency is the + one being bought or sold, and the second one is the currency used to buy or + sell it. +</para> + +<para> + When you press the <guibutton>New</guibutton> button, you get the New Price + Entry dialog. Enter the first currency (USD in the example above) in the + Security field. Enter the second currency (EUR in the example above) in the + Currency field. Enter the effective date of the price in the Date field. +</para> + +<para> + <screenshot> + <mediaobject> + <imageobject> + <imagedata fileref="currency_newpriceentry.png" format="PNG" /> + </imageobject> + <textobject> + <phrase>New Price Entry</phrase> + </textobject> + </mediaobject> + </screenshot> +</para> +</sect2> + +<sect2> +<title>Online currency updates</title> + +<para> + &kappname; will fetch currency conversions from the web. Once you have + entered a single price for a pair of currencies, the online quote feature will + always list that pair amongst its options. +</para> + +<para> + See the section on <link linkend="details.investments.onlinequotes">Online + Price Quotes</link> in the Investments chapter for more details. +</para> +</sect2> +</sect1> +</chapter> |