The following options outlined within this section allow for the modification of the transaction register contained within the Ledger view tab.
- Show a grid in the register
Selecting this option displays grid lines in the transaction register or Ledger View. It provides an additional viewing option that may make it easier to visualize separate transactions and their component parts.
- Show all register entries in full detail
Selecting this option makes the register show all the information for all displayed transactions, with separate lines in the Detail Column for Category and Tags and for the Memo. If it is not selected, Category, Tags, and Memo will not be displayed.
This has the same effect as selecting the Show Transaction Detail menu option.
- Use the ledger lens
Selecting this option displays all the detail lines for the selected transaction, even if Show all register entries in full detail is not selected.
- Show transaction form
Selecting this option displays the transaction form at the bottom of the register, and that is where you edit a transaction. If the transaction form is not displayed, you edit a transaction within the ledger itself. With this option enabled fewer transactions are visible in the ledger, compared to when it is disabled.
- Always show a No. field
Always display the number (“No.”) field when entering or editing a transaction. With this enabled you'll be able to check numbers entered in this field for checking accounts.
- Show group header between transactions
Selecting this option will display group headers in the register. These refer to time periods or milestones such as Last month, Last week, This month, Last reconciliation, Next week, and Next Month.
- Show header for the previous and current fiscal year
Selecting this option will display group headers in the register for the current and the previous fiscal year.
- Display overdue schedules with planned date
Scheduled transactions with future dates are shown in the Ledger View for the relevant account. When the date passes, and a scheduled transaction becomes overdue, it is no longer shown in the ledger, unless this option is selected.
These three sections allow you to set the default sort order of transactions in the Ledger View. In all cases, the list on the left shows all the fields available for sorting. To sort on an item, select it (single mouse click) and click the right arrow between the two lists. The list on the right shows all the fields which have been selected as part of the sort order for that view. You can adjust the relative order of the fields by selecting one and adjusting its position in the list using the up and down arrows to the right of the list. You can can switch between ascending and descending sort for any item by double clicking on it.
The fields available for sorting are the same for all three sections: Amount, Category, Entry Order (date the transaction was created,) Number, Payee, Post date, Reconcile state, Security, and Type.
This tab controls the default sort order of the ledger while in the Reconciliation view. This is the display of transactions shown during the process of Reconciliation.
This tab controls the default sort order of the ledger while in the Search view.
These options affect the process of creating new transactions.
- Auto increment check number
Enabling this will automatically increment the check number whenever entering a new check transaction. They have the same effect whether you use the Ledger Lens or the Transaction Form.
- Keep changes when selecting a different transaction/split
When enabled, selecting a different transaction or split will save edits to the current transaction. When disabled, selecting a different transaction split will prompt you whether or not to save any changes.
- Use Enter to move between fields
When enabled, pressing Enter will change the focus to the next field of the transaction. When in the last field, the transaction will be saved. When disabled, navigation between fields would occur by using the Tab key or the mouse. Pressing the Enter key would save the transaction, no matter which field is currently in focus.
- Match names from start
This option controls payee matching. When enabled, payee names will always be matched from the start. When disabled, any substring will be matched. Also, when enabled additional options for matching can be established in the Matching Tab of the Payees View.
- Automatic reconciliation
This option needs to be documented.
- Default reconciliation state
Select the default reconciliation state for new transactions: Not reconciled, Cleared, and Reconciled.
This option allows you to select the desired behavior for autofill. This controls which, if any, previous transactions for the same payee are displayed, and which, if any, of those transactions are used to auto-fill details of the new transaction.
This will deactivate autofill, and you must manually enter all details for the new transaction.
Same transaction if amount differs less than percentage set below
With this option selected, when you enter a new transaction, KMyMoney will display a list of previous transactions for the same payee and account. If the amount of a previous transactions differ less than X percent from the amount you have entered, they will be considered identical, and details from the previous transaction will be used to autofill details of the new transaction. The "X" above is specified in the box next to Same transaction if amount differs less than, and can range from 0 to 100%. If the percentage is 0, all previous transactions for the payee and account will be displayed, and you can select one of those transactions to use for autofill by clicking on it.
With previously most often used transaction for the payee
With this option selected, when you enter new transaction, KMyMoney will fill in all the transaction details based on the previously most often used transaction for the selected payee.
- Use memos from previous transaction
When selected, the memo from the previously entered transaction will be automatically entered as the memo for the new transaction.
- Match transaction within days
Search for matching transactions within the range of the imported transaction +/- the given number of days, which can be set from 0 to 99.
- Ask for a new payee's default category
If this option is selected, whenever a new payee is detected during an import, the user will be asked for the default category for the payee.