Mapping your finances to KMyMoney

So, collect up your papers and see the following sections for each item in KMyMoney.


These hold a value. Transactions are created against one or more accounts.

Accounts - Asset

These are the accounts which hold your money and possessions that you wish to monitor. The following types are available:


Standard bank checking account.


Standard bank savings account.


Money in your hand or wallet.


Loans you make to someone else.


Money you invest.


Property, collections, etc.

Accounts - Liability

These are the accounts which represent your debts and money owed that you wish to monitor. The following types are available:

Credit card

Standard credit card account.


Loans made to you, mortgages, etc.


Anything else you owe that is not a loan.


These are completely optional and can be used to group accounts, and show a total value for all accounts in each group.


These represent non-managed income and expense accounts that do not have a value. The total value of transactions is shown against each category. A category or transfer account is required for each transaction.


Categories can be split into sub-categories, but this relationship is only for display purposes, as the sub-category totals are not included in the higher level category total.


Tags are very similar to Categories, as they are also non-managed accounts that do not have a value. However, unlike Categories, the use of Tags is completely optional.


These are optional for transactions. They are required for Scheduled transactions. A transaction history, with category, is shown against each payee.

Scheduled transactions

Where transactions occur on a regular basis, these can be set up against a Schedule. Transactions are created from a schedule; any that are overdue can be seen on the home page.