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

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 type

The account name and preference

Account number

Opening date and balance

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

Renaming a Payee

Deleting a Payee

Personal Information

Transaction Matching Settings

Viewing Transaction History

9. Schedules

Introduction

The scheduling type

Bills

Deposits

Transfers

Loans

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 schedules

Manually entering schedules

Confirming the schedule to enter

Letting KMyMoney enter the schedule(s) for you

10. Ledgers

The Ledger View

The account drop down list

The transaction list

Entering Transactions

Using the transaction form

Entering the required information

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

Investment Summary Information

Investment Transactions

Activity

Symbol Name

Shares, Price & Total Amount

Fees

Account

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 transaction 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

Investments

Taxes

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

Confirming the imported transactions

Importing Investments

Setting up a QIF profile

Apostrophe format

Transaction matching

Writing an import filter

Special KMyMoney QIF extensions

QIF Exporter

OFX Importer Plugin

Getting the plugin

File | Import | OFX...

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 Payments On Loans

17. KMyMoney Settings

General

Startup page options

Equity/Currency/Value options

Account options

Register

General tab

Filter tab

Home

Schedules

Schedule startup options

Encryption

User identification

Recovery encryption

Colours

List colours

Fonts

Header Font

Cell Font

Online Quotes

Details

18. Search Transactions

General

Text Search Criteria

Account Search Criteria

Date Search Criteria

Amount Search Criteria

Category Search Criteria

Payee Search Criteria

Details Search Criteria

19. File Formats

Plain text file

GZIP-compressed file

GPG-encrypted file

GPG-Keys

Setting the keys in KMyMoney

The KMyMoney recover key

Anonymous file

20. Database Usage

Database usage

Introduction

Preparation

Administration

Initial usage

Accessing your data

Optimization

Encryption

21. Reference

Menus

File Menu

Go Menu

Institution Menu

Account Menu

Tools Menu

Settings Menu

Help Menu

Widgets

Date entry widget

Value entry

Payee/Payer entry

Category/account entry

22. Credits

Original Author

Active Developers

Developers of Previous Versions

Special Thanks