The KMyMoney Handbook

for KMyMoney version 4.7

Michael T. Edwardes

Thomas Baumgart

Ace Jones

Tony Bloomfield

Robert Wadley

Darin Strait

Roger Lum

Jack H. Ostroff

Revision 4.7.01 (2014-08-30)

KMyMoney, the personal finance manager for KDE.

This handbook describes KMyMoney version 4.7.


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
Tags
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
Tags
Payees
Quicken Interchange Format (QIF) Import
Searching for transactions
Reconciliation
Backing up
Launching KMyMoney
How to move KMyMoney to a new computer
Moving your data
Moving your settings
Contacting the Developers / Reporting Bugs
Contacting the developers
Reporting bugs
5. Institutions
Institution Options
New Institution
Account Options
6. Accounts
The Accounts View
Creating an Account
The Institution (Bank) name
Account
Credit Card Accounts
Investment Accounts
Loan Accounts
Parent Account
Review and save the account details
Opening / viewing accounts
Editing Account Information
Deleting accounts
7. Categories
Creating a category
Editing a Category
VAT Support
Deleting a category
8. Tags
Tags List
Adding a Tag
Renaming a Tag
Deleting a Tag
Tagged transactions and Tag details
Tagged transactions
Tag details
9. Payees
Payees List
Adding a Payee or Payer
Renaming a Payee or Payer
Deleting a Payee or Payer
Additional Payee Details
Personal Information
Transaction Matching Settings
Viewing Transaction History
10. Schedules
Introduction
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
11. Ledgers
The Ledger View
The filter area
The transaction list
The transaction input form
Entering Transactions
Using the transaction input form
The fields of a transaction
Directly inputting transactions into the list
Starting the edit
Split Transactions
Editing transactions
Deleting transactions
Matching Transactions
Understanding the Cleared State
Changing Transaction Settings
Other Functionality
12. 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
Account
Shares, Price & Total Amount
Fees
Interest
Working With Foreign Investments
Updating Prices
Manual Price Updates
Online Price Quotes
Unimplemented Features
13. Currencies
Base currency
Adding a new currency
Account setup
Entering transactions using different currencies
Exchange rates for currencies
Entering prices manually
Online currency updates
14. Reconciliation
What is reconciliation?
The reconciliation wizard
Statement details
Interest
Clearing transactions
Completing Reconciliation
15. Reports
Available Reports
Income and Expenses
Net Worth
Transactions
Cash Flow
Investments
Taxes
Budgeting
Forecast
Information
Charts
Favorite Reports
Configuring Reports
Working With Reports
Configuring Reports
Working with custom reports
Report Tab
Rows/Columns Tab
Chart Tab
Other Tabs
Graphs & Charts
Viewing as a Chart
Available Chart Types
16. Importing and Exporting
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
What is OFX
Importing an OFX file
Importing Investments
Web Connect
Direct Connect
Exporting an OFX file
CSV Importer Plugin
Reasons for importing CSV Files
Getting the plugin
Importing a CSV file
Writing Importer Plugins
17. Loans
Understanding Loans
Example
Creating a New Loan
Making Extra Principle Repayments On Loans
18. Budgets
What is a budget?
Your budgets
Viewing, creating, renaming, and deleting budgets
Account List
Assignments
Update and Revert
Budget Reports
19. Forecast
What is a Forecast?
Viewing Forecasts
Summary Tab
Details Tab
Advanced Tab
Budget Forecast Tab
Chart Tab
20. KMyMoney Settings
General
Global options
Views options
Filter options
Home
Ledger
Display tab
Sorting tab
Data Entry tab
Import tab
Scheduled Transactions
Schedule startup options
Online Quotes
Forecast
Encryption
GPG Encryption
Colors
Foreground tab
Background tab
Fonts
Plugins
Print check plugin
21. Search Transactions
General
Search Criteria
Text
Account
Date
Amount
Category
Payee
Details
Search results
22. File Formats
Plain text file
GZIP-compressed file
GPG-encrypted file
GPG-Keys
Setting the keys in KMyMoney
The KMyMoney recover key
Anonymous file
23. Database
Using relational databases
Introduction
Preparation
Administration
Creating a Database
Accessing your data
Manual database creation
Encryption
24. Questions and Answers
25. 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
26. Credits
Original Author
Active Developers
Developers of Previous Versions
Special Thanks
A. Installation
How to obtain KMyMoney
Official Distribution Packages
Unsupported Repositories
Compiling KMyMoney from Source
Required libraries
Build instructions
Installing KMyMoney without Linux