Using the transaction form

The transaction input form at the bottom of the view is the interface for creating transactions. Creating a transaction is as simple as choosing the transaction type, filling in the required information and then entering the transaction to the ledger.

Depending upon the transaction you wish to enter there are several different tabs available in the transaction form. Click on the tab that best describes your transaction and the transaction form will load several fields ready for your input.

Please note that the actual transaction method is not directly used by KMyMoney but is purely for grouping/reporting purposes.

If you are unsure what method to choose simply use Deposit for any money going into the account and Withdrawal for money coming out of the account. The transaction methods and the differences between them are discussed in more detail within this manual.

Select the transaction method by clicking on one of the tabs.

Entering the required information

Enter the required information using the following notes on the available fields. Note that many fields have 'Auto Completion' turned on. That is the field will try and finish your input for you. If you start typing KMyMoney will offer alternatives matching the characters you have entered so far. To select an entry click on it using the mouse or keyboard, or if your entry is not listed keep typing to add the new value. The next time you type the value in, KMyMoney will find it for you after the first few characters have been input.

The Payee

The Payee is who the money came from/to. If the payee is a new entry KMyMoney will ask if you wish to add this to the Payees view. Any other information related to a payee, such as the address details can be updated in this view later.

The Category

The Category lets you associate this transaction with another account for accounting purposes and to let you create reports and or group certain transactions. Type the name of the category into the required field. If you have entered the category and it does not exist then KMyMoney will prompt you to create a new one.

If this transaction is a multipart transaction, i.e you wish to associate the transaction with more than one category, KMyMoney can let you do that. An example transaction might be a cash machine withdrawal of 50 that you use 10 on food, 20 on beer and 20 as spare cash. The transaction will therefore be assigned three categories, Food, Beer and Cash. To assign these categories to the transaction click on the Split button. This brings up the Split Editor. Enter the categories, creating any new ones as needed, and input the amount per category. Click on OK to save the assignments. Note that the category field in the transaction input form now displays Split transaction

The Memo

A one line memo can be entered if you wish to help you remember what the transaction was for.

The Check Number

The check number can be entered if needed. Note that the check number can always be visible if desired. This is configured in the Settings dialog.

The Date

The transaction date can also be entered to specify when the transaction took place. See the special KMyMoney fields section for more information on the date input field and it can be used to make entering dates quicker and easier.

The Amount

Finally the transaction amount is entered into the required field. Note that a simple calculator can be displayed by entering the % character into the field.

Enter the required information for the transaction and click on Enter.

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Entering Transactions	Up	Directly inputting transactions into the list