Chapter 20. KMyMoney Settings

Roger Lum

Michael Carpino

Jack H. Ostroff

Revision 5.0.3 (2019-03-31)

The settings described below modify the behavior of KMyMoney, allowing you to customize it to meet the needs of your unique financial affairs, and to modify its look and feel to match your personality. These settings can be changed through SettingsConfigure KMyMoney... or by using the keyboard shortcut Ctrl+Shift+,. In order for any changes to take effect the Apply button must be clicked.

On the left of the settings dialog is a list of icons and labels, each representing a particular area of the program. When you click on one of those icons, the right part of the dialog will display controls for configuring that area of the program, often divided into several tabs.

General

Global tab

Startup options

If you check the Show splash screen box, KMyMoney will display the splash screen when KMyMoney starts. The splash screen shows which version of the program you are running in the lower left hand corner. Unchecking the box prevents the splash screen from appearing at startup.

Autosave options

Checking the Autosave periodically box instructs KMyMoney to autosave your files at a defined interval. The default value is 10 minutes. You can change this setting from 0 (backup immediately after entering a transaction) up to 60 minutes.

Checking the Autosave when file is modified upon close box instructs KMyMoney to autosave your file when the program is closed. You also have the option upon closing the program to backup your KMyMoney file. The Number of backup to keep can be set at 0 (Off) upto to 20 backups. Any backup files will be stored in the same folder as the main file. They will be labeled sequentially with 1 being the most current.

Fiscal Year

Enter the day and month of your fiscal year. This value is used for budgets and some reports.

External programs

This setting does not directly affect the operation of KMyMoney, but provides a convenient way to launch any external utility, such as an advanced calculator. The first step is to enter the full path to your chosen program in the Calculator text box. There are then two ways to launch the program.

First, you can use SettingsConfigure Toolbars... to place the Calculator icon on the Toolbar. Then, when you click that icon on the Toolbar, KMyMoney will launch the selected application.

Second, you can use SettingsConfigure Shortcuts... to set a custom keyboard shortcut. (The entry is under KMyMoney/Calculator in that list.) You can then use that shortcut to launch the application.

Views tab

Startup page options

When KMyMoney starts up, this option indicates whether to start with the Home View or with the view displayed when the program was last closed.

Type of the KMyMoney view

You can select one of three general layouts for KMyMoney to use. If you select the List or Tree view, the icons and their labels will be located at the left side of the window. The List view displays larger icons while the Tree view has smaller icons. The Tabbed view locates the icons and labels across the top of the window.

Show title bar on each page

Checking this box will display the blue KMyMoney title bar across the top of each page. Unchecking it will remove the title bar and provide a larger area for viewing the content of each page

Synchronize account selection of ledger and investment view

If this option is selected, the accounts displayed in the Ledger View and Investment View will be synchronized, meaning if you change the account displayed in one of the views, and then switch to the other view, the information for the same account will be displayed. This increases the efficiency of navigating between these 2 tab views. If it is not selected, selecting either of those views will show the same account previously selected in that view, regardless of the account selected in the other view.

Filter tab

Accounts / Categories

Do not show unused categories

Checking this box hides unused categories in the Categories View. A hidden category is still available should a transaction require it. By typing a hidden category in the ledger it will become available for use.

Do not show closed accounts

Checking this box hides closed accounts from display in the Accounts, Ledger, and Investment Views. Hiding closed accounts makes viewing and working with open accounts easier. Unchecking this box will show closed accounts with a line drawn through them allowing viewing and reopening if needed.

Show equity accounts

By default, equity accounts are hidden in the Accounts View. Selecting this option will display the equity accounts in the Accounts View. Equity accounts are used to track individual equities or investments held in an Investment Account. This should not be confused with the top level Equity group of accounts, which includes the account(s) which contain the opening balances for other accounts.

Show categories in the accounts list view

By default, Categories are hidden in the Accounts View. Selecting this option will display the Categories in the Accounts View.

Do not show zero balance equities

Checking this option will remove any zero balance equity accounts from appearing in the Accounts View.

Schedules

Do not show finished schedules

Checking this box will hide all finished schedules from appearing in the Scheduled transaction View.

Transactions

Do not show transaction prior to

Transactions prior to the date entered here will not be displayed in the Ledger View. This can be useful if your data includes many years of transactions; setting this to one or two years ago hides older transactions.

Setting this option to January 1, 1900 (the default value) is a good way to debug date-related data import problems, in case some dates were erroneously very far in the past.

Do not show reconciled transactions

Checking this box will filter transactions by reconciliation state. Transactions that are marked as Reconciled will not be shown in the Ledger View.