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The KMyMoney Handbook

for KMyMoney version 0.9

Michael T. Edwardes

Thomas Baumgart

Ace Jones

Tony Bloomfield

Robert Wadley

Darin Strait

Roger Lum

Revision 0.9 (08/05/2009)

Copyright © 2000, 2001, 2003, 2004, 2005, 2006, 2007, 2008, 2009 The KMyMoney Development Team

KMyMoney, the personal finance manager for KDE.

This handbook describes KMyMoney version 0.9.

Table of Contents

1. Introduction
What is KMyMoney?
What KMyMoney is not
2. What's new in this release
3. Making the most of KMyMoney
Basic Accounting
Defining the accounts (personal records)
Defining the accounts (business records)
Mapping your finances to KMyMoney
Accounts
Institutions
Categories
Sub-Categories
Payees
Scheduled transactions
Useful Tips
4. Using KMyMoney for the first time
Running KMyMoney for the first time
The main window
Creating a new file
Creating accounts
Schedules
Categories
Payees
Quicken Interchange Format (QIF) Import
Searching for transactions
Reconciliation
Backing up
Contacting the developers / Reporting Bugs
Contacting the developers
Reporting bugs
5. Institutions
Institution Options
Account Options
6. Accounts
Creating an Account
The institution (Bank) name
Account
Credit Card Accounts
Investment Accounts
Loan Accounts
Select a parent account
Review and save the account details
Opening / viewing accounts
Editing Account Information
Deleting accounts
7. Categories
Creating categories
Editing a Category
VAT Support
Deleting categories
8. Payees
Payees List
Adding a Payee or Payer
Renaming a Payee or Payer
Deleting a Payee or Payer
Personal Information
Transaction Matching Settings
Viewing Transaction History
9. Schedules
Introduction
The types of schedules
Bills
Deposits
Loans
Transfers
The schedule view
The new schedule dialog
Filling in the fields
Modifying the schedule behavior
Letting KMyMoney enter the transaction into the register
Letting KMyMoney know when the schedule will finish
Editing schedules
Deleting schedules
The calendar view
Entering scheduled transactions
Manually entering scheduled transactions
Confirming the transaction to enter
Letting KMyMoney enter the scheduled transaction(s) for you
10. Ledgers
The Ledger View
The account drop down list
The transaction list
Entering Transactions
Using the transaction input form
The fields of a transaction
Split Transactions
Directly inputting transactions into the list
Starting the edit
Editing transactions
Deleting transactions
Split Transactions
Matching Transactions
Understanding the Cleared State
Changing Transaction Settings
Other Functionality
11. Investments
Investments in KMyMoney
Investments
Base Currency
Investment Accounts
Brokerage Accounts
Creating an Investment Account
Adding Investments to Your Account
New Investment Wizard
Editing an Investment
Investment Transactions
Activity
Security
Shares, Price & Total Amount
Account
Fees
Working With Foreign Investments
Updating Prices
Online Price Quotes
How Online Quotes Work
Assigning a Quote Source
Adjusting a quote
Fetching Quotes
Editing or Adding Quote Sources
Unimplemented Features
12. Currencies
Base currency
Account setup
Entering transactions using different currencies
Exchange rates for currencies
Entering prices manually
Online currency updates
13. Reconciliation
What is reconciliation?
The reconciliation wizard
Statement details
Interest
Clearing transactions
14. Reports
Available Reports
Income and Expenses
Net Worth
Transactions
Cash Flow
Investments
Taxes
Budgeting
Forecast
General Information
Charts
Favorites
Working With Reports
Configuring Reports
Working with custom reports
Report Tab
Rows/Columns Tab
Chart Tab
Other Tabs
Graphs & Charts
Enabling Charts
Viewing as a Chart
Available Chart Types
15. Importing and Export
GnuCash Importer
GnuCash Files
Similarities, Differences and Terminology
Selecting Importer Options
Import Report
QIF Importer
QIF format considered harmful
How to import a QIF file
Setting up a QIF profile
Transaction matching
Writing an import filter
Special KMyMoney QIF extensions
QIF Exporter
OFX Importer Plugin
Getting the plugin
Importing an OFX file
Importing Investments
Web Connect
Direct Connect
Exporting an OFX file
Writing Importer Plugins
16. Loans
Understanding Loans
Example
Creating a New Loan
Making Extra Principle Repayments On Loans
17. Budgets
What is a budget?
Your budgets
Creating, changing and deleting budgets
Account List
Assignments
Update and Revert
Budget Reports
18. Forecast
What is a Forecast?
Viewing Forecasts
Summary Tab
Details Tab
Advanced Tab
19. KMyMoney Settings
General
Global options
Views options
Filter options
Register
Display tab
Sorting tab
Data Entry tab
Import tab
Home
Schedules
Schedule startup options
Encryption
GPG Encryption
Colours
Foreground tab
Background tab
Fonts
Online Quotes
Forecast
Plugins
20. Search Transactions
General
Criteria
Text
Account
Date
Amount
Category
Payee
Details
Search criteria
21. File Formats
Plain text file
GZIP-compressed file
GPG-encrypted file
GPG-Keys
Setting the keys in KMyMoney
The KMyMoney recover key
Anonymous file
22. Database
Caution when using the database
Introduction
Preparation
Administration
Initialisation
Accessing your data
Encryption
23. Reference
Menus
File Menu
Edit Menu
View Menu
Institution Menu
Account Menu
Category Menu
Transaction Menu
Tools Menu
Settings Menu
Help Menu
Widgets
Date entry widget
Value entry
Payee/Payer entry
Category/account entry
24. Credits
Original Author
Active Developers
Developers of Previous Versions
Special Thanks

List of Tables

15.1. Equivalence of GnuCash and KMyMoney account types
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