Table of Contents
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 → menu item or by using the keyboard shortcut Ctrl+Shift+,. In order for any changes to take effect the 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.
- 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 → menu item 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 → menu item 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.
- 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.
- 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.
- 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.
- Do not show finished schedules
Checking this box will hide all finished schedules from appearing in the Scheduled transaction View.
- 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.