Chapter 23. Reference

Revision 1.0 (2009-08-10)

Table of Contents

File Menu
Edit Menu
View Menu
Institution Menu
Account Menu
Category Menu
Transaction Menu
Tools Menu
Settings Menu
Help Menu
Date entry widget
Value entry
Payee/Payer entry
Category/account entry


Roger Lum

Below is a complete list of the menu selections in KMyMoney, with a very brief description of what each one does. Note that many of these menu choices will be unavailable, or grayed out, depending on the current display or state of the application. For example, you are not able to edit an account unless you have an account selected or displayed in the current view.

File Menu

File->New (Ctrl-n)

Creates a new empty KMyMoney data file. Only one KMyMoney file can be open at once, so this will close your current file first, if one is open.

File->Open (Ctrl-o)

Opens an existing KMyMoney data file.

File->Open Recent->...

Allows quick access to recently opened files.

File->Open Database...

Opens an existing database.

File->Save (Ctrl-s)

Saves the currently open file.

File->Save As...

Saves the currently open file with a different filename.

File->Save As Database...

Saves the currently open file in a Database.


Imports financial data from other file types, such as QIF and Gnucash, or a template file of accounts and categories that can be used in setting up new accounts.


Exports the current file as a different file type, such as QIF, or exports a list of your accounts and categories as an template.

File->Print (Ctrl-p)

Prints the current file.


Saves a backup the current file.

File->Personal Data

Allows to edit personal data.

File->File information

Displays information about the currently open KMyMoney file.

File->Close (Ctrl-w)

Closes the current file.

File->Quit (Ctrl-q)

Quit KMyMoney

Edit Menu

Edit->Find transactions... (Ctrl-f)

Search transactions.

View Menu

Settings->Show Transaction Detail (Ctrl-t)

Shows transaction details in the Ledger view. With this option turned on, all lines of the transaction will be shown in the ledger. When it is turned off, only one line will be shown.

If you only want to see details for the currently selected transaction, but only one line for the others, you can turn on the Ledger Lens.

View->Hide reconciled transactions (Ctrl-r)

Hides reconciled transactions on the register.

View->Hide unused categories (Ctrl-u)

Hides unused categories on the views.

View->Show all accounts (Ctrl-Shift-a)

Shows all accounts on the views.

Institution Menu

Institution->Add new institution...

Add a new institution.

Institution->Edit institution...

Edit an institution.

Institution->Delete institution...

Delete an institution.

Account Menu

Account->New account...

Adds a new account.

Account->Edit account...

Edits an account.

Account->Delete account...

Deletes an account.

Account->Open ledger

Displays the ledger view of an account.

Account->Reconcile... (Ctrl-Shift-r)

Reconciles an account through the reconciliation wizard.


Postpones reconciliation of an account.


Finishes reconciliation of an account.

Account->Transaction report

Opens a transaction report of an account.

Account->Close account

Closes an account.

Account->Reopen account

Reopens an account, if closed.

Account->Unmap account

Unmaps an online account.

Account->Map to online account

Maps an account to an online account.

Account->Update account...

Imports transactions from online banking for an account

Account->Update all accounts...

Import transactions from online banking for all accounts.

Category Menu

Category->New category...

Adds a new category.

Category->Edit category...

Edits a category.

Category->Delete category...

Deletes a category.

Category->Open ledger

Displays the ledger view of a category.

Transaction Menu

Transaction->New (Ctrl-Insert)

Adds a new transaction.


Edits a transaction.

Transaction->Edit splits

Edits the splits of a transaction.


Deletes a transaction.


Duplicates a transaction.

Transaction->Mark transaction as ...->Not Reconciled

Changes a transaction to Not Reconciled status.

Transaction->Mark transaction as ...->Cleared (Ctrl-Shift-Space)

Changes a transaction to Cleared status.

Transaction->Mark transaction as ...->Reconciled (Alt-Ctrl-Space)

Changes a transaction to Reconciled status.

Transaction->Go to account

Displays the other account of a transaction.

Transaction->Go to payee

Displays the Payee view and focuses on the payee of the selected transaction.

Transaction->Create scheduled transaction...

Creates a new scheduled transaction.


Matches imported transactions.


Unmatches a transactions that KMyMoney has proposed as a match of imported transactions. Note that this menu choice is only present if a matched transaction exists.


Accepts a proposed merge of imported transactions.

Transaction->Select all (Ctrl-a)

Selects all transactions on the register.

Tools Menu

Tools->QIF Profile Editor...

Modifies the QIF profile used to import or export QIF files.


Lists all the current securities, with the ability to edit each one.


Lists the currencies known to KMyMoney.


Lists stock and currency prices.

Tools->Update Stock and Currency prices...

Updates stock and currency prices from online sources using the Online Price Quotes feature.

Tools->Consistency Check

Runs a check on your file and tries to fix any problem it finds, if possible.

Make a backup of your file before running this option.


Runs a performance test on your file and displays the results.

Settings Menu

Settings->Hide/Show Toolbar

Toggles the toolbar on or off.

Settings->Hide/Show Statusbar

Toggles the bottom status bar on or off.

Settings->Enable all messages

Re-enables any messages you may have turned off by checking Don't tell me about this again in a dialog box.

Settings->KDE Language Settings...

Allows to change many locale based settings.

Settings->Configure Shortcuts...

Configures custom shortcuts.

Settings->Configure Toolbars...

Customizes KMyMoney toolbars.

Settings->Configure KMyMoney...

Configures KMyMoney settings.

Help Menu

Help->KMyMoney Handbook (F1)

Accesses the KMyMoney Handbook.

Help->What's This? (Shift-F1)

Activates the "What's This?" cursor for pop-up help.

Help->Show tip of the day

Shows tip of the day.

Help->Report Bug...

Reports a found bug. Please refer to the section on Writing High Quality Bug Reports for guidance on how to write the most useful bug reports.

Help->Switch application language...

Selects the language used in KMyMoney

Help->About KMyMoney

Shows About KMyMoney information, including the version number and the credits.

Help->About KDE

Shows KDE information.