Table of Contents
The Ledger view is where most of the functionality of KMyMoney lies. This view is for examining and entering transaction data in the various accounts. The view is split into three main areas: the filter area, the transaction list, and the input area.
This view allows for several key actions: searching and viewing transactions, entering new transactions, and editing or deleting existing transactions. Other functionality includes modifying account details and reconciling the account.
The view has three elements:
The filter area
The transaction list
The transaction input form, which may or may not appear, depending upon your configuration.
You can select an account via the account dropdown list at the top of the view area. Note that depending upon the type of the account the transaction input form at the bottom of the view changes.
To the right of the account dropdown list, are two additional fields. The search box acts as a filter on the transactions that are shown in the list view. Only transactions that include the text typed in the search box are displayed. The text specified can be in any of the fields of the transaction. The status field is a dropdown list. Only transactions of the type selected in that dropdown are displayed.
After you have entered a transaction, it is displayed in the transaction list. You can also change transaction properties or even create new transactions directly in the list. In the transactions list, the default arrangement of transactions is sorted by date with the most recent transaction on the bottom. Clicking the Right Mouse Button on the header of the transaction list brings up a dialog that allows you to change the sort order of the transactions. You can change the default sort order in the Sorting tab section of the KMyMoney Settings Chapter.
The exact layout of the bottom area of the ledger view depends on your configuration and the type of account being displayed. However, it generally includes fields for all the details of a single transaction, as well as buttons for various actions that can apply to a transaction. It is described in more detail in the following sections.
|Entering scheduled transactions||Up||Entering Transactions|