Using the transaction input form


Transaction Form

The transaction input form at the bottom of the ledger view is the interface for creating transactions.

Depending upon the type or method of transaction you wish to enter there are several tabs available on the transaction form. Click on the tab that best describes your transaction (deposit, transfer, or withdrawal) and the form will load several fields ready for your input.

Please note that the actual transaction method is not used directly by KMyMoney but is purely for grouping/reporting purposes.

If you are unsure which method to choose simply use Deposit for any money going into the account, Withdrawal for money coming out of the account, and Transfer for money moving from one account to another. The transaction methods and the differences between them are discussed in more detail elsewhere.

Select the transaction method by clicking on one of the tabs.

The fields of a transaction

Enter the information using the following notes on the available fields. Note that many fields have 'Auto Completion' turned on. That is, if you start typing, KMyMoney will offer alternatives matching the characters you have entered so far. To select an entry click on it using the mouse or keyboard, or if your entry is not listed keep typing to add the new value. The next time you type the value in, KMyMoney will find it for you after the first few characters have been input.

The Payee

The Payee is who the money came from/to. If the payee is a new entry KMyMoney will ask if you wish to add this to the list of Payees. Any other information related to a payee or payer, such as address details can be updated in the Payees view later.

The Category

The Category associates a transaction with an income or expense category for accounting and reporting purposes, and enables you to group certain transactions. Type the name of the category into the required field. If you have entered the category and it does not exist then KMyMoney will ask if you want to create a new one.

If you wish to associate parts of the transaction with different categories, KMyMoney can let you do that. An example transaction might be a cash machine withdrawal of 50 of which you use 10 on food, 20 on beer and 20 as spare cash. The transaction will therefore be assigned three categories: Food, Beer, and Cash. To do this, you need to use Split Transactions, which is described in more detail below.

See the special KMyMoney fields section for more information on how to use this field.

The Memo

A multi-line memo can be entered if you wish to help you remember what the transaction was for.

The Check Number

The check number can be entered if needed. Note that the check number can always be visible if desired. This is configured in the Settings dialog.

The Date

The transaction's posting date must be entered to specify when the transaction took place. See the special KMyMoney fields section for more information on how the date input field can be used to make entering dates quicker and easier.

The Amount

Finally, enter the transaction amount into the required field. Note that a simple calculator can be displayed, either by clicking the icon to the right of the amount field, or by entering the % character into the field, or by entering a formula, as in 12 + 3. When entering the plus sign, the calculator will be opened.

When you are satisfied that all the fields have been filled in correctly, click on Enter. If you accidentally press or click on Enter before you have finished entering all the data, click on Edit to resume entering the data.