Creating a new file

To create a new file you can either select File->New from the menu or choose the icon from the toolbar.

KMyMoney will then open the personal information dialog box asking for your name and address.

Because all fields are optional, you can use KMyMoney without entering any information now. Any information entered here is used only to personalize your file. In the future, it may be used in some reports and for online banking. If KMyMoney requires any personal information in future releases and finds none, you will be prompted to enter the relevant data then.

Please enter your name and address or nothing and press OK.

KMyMoney supports multiple currencies. To set your base currency, (the currency you use day to day), select the appropriate symbol from the list provided.

Because this is a new file KMyMoney will now import a set of default accounts with your interaction. A message box is first shown reminding you that this step involves selecting the correct file to import into KMyMoney.

Please read the message and click on OK.

Next KMyMoney shows the standard KDE File Open dialog box allowing you to select the appropriate file for your country/region. This window should list various language-dependent directories containing files ending with the file extension 'kmt'. If no files are listed matching this criteria then please navigate to $KDEDIR/share/apps/kmymoney2. On a Mandrake 10 System this relates to /usr/share/apps/kmymoney2.

Only one file needs to be selected and should match your country and or region. If your country/region is not listed then please select the default_account_enC.dat file or Click on Cancel to not load any pre-defined accounts. The enC file relates to the default country and region and is usually American. Accounts can be renamed later if needed.

Choose the appropriate accounts file and click on OK to create the file.

After KMyMoney has finished loading the default accounts your financial summary will be displayed. As you have defined no accounts to hold your transactions this is currently empty.