To edit a transaction, double-click it in the list view, right-click the entry and select Edit from the popup menu. or press Enter when a transaction is highlighted.

To delete a transaction, right-click it in the list view and select Delete from the popup menu when it appears, or click Delete on the transaction form.

Generally, when you import transactions, either via QIF, CSV, OFX, or HBCI, KMyMoney will automatically attempt to match them against existing transactions. This can be useful for transactions which are created both as Scheduled Transactions, and also imported from your bank or credit card. To allow for differences in the dates, there is a default setting of 4 days, which may be changed in Settings Configure KMyMoney... Ledger section, Import Tab. Any transactions so matched will be indicated in the ledger with an icon, and on completion of the import, you should review these and either accept or unmatch them.

If you find that an imported transaction was not automatically matched with an existing transaction when it should have matched, then it is possible to match them manually. Note there is a difference between manually matching two transactions and simply deleting one of them, even though they may appear to have the same effect. Specifically, it is important not to delete the imported transaction, because you will find that the next time you import your transactions, the deleted transaction may show up again. This is because modern import formats like OFX and HBCI use a “Transaction ID” to identify transactions. When you delete the imported transaction, the transaction ID goes with it, so the importer has no way to know this transaction was already imported. For CSV and QIF imports, KMyMoney creates an identifier for each transaction that is intended to serve the same purpose.

If this happens, the solution is to tell KMyMoney that the transactions are the same, using the manual matching interface. This allows you to match an imported transaction with a hand-entered (non-imported) transaction. To do so, select one of the transactions to be matched by clicking it, then select the other by clicking it while pressing the Ctrl key, and then select Match from the context menu. This will match and combine the two transactions. The values of both transactions must be the same for the match to work, except that the dates may differ by the window specified in the settings, as described above.

Since the value is the only field in the two transactions which must absolutely be the same, the value of other fields may differ. Note that although the two Payees may not be identical, they must have been matched by the import process. Match, you will see a Match Transactions dialog. This dialog allows you to choose which of the two transactions is used as the source of the other fields in the matched transaction. Note that if one of the transactions is imported, the date of that transaction will always be used in the matched transaction, even if all other fields are taken from the non-imported transaction. That dialog also gives you the option of reversing the transactions in terms of which is used as a source of fields which differ.

If you are happy with the status of the match dialog, click OK. The transaction is then displayed as a Matched Transaction in the Ledger. You can then click Transaction Accept or right-click the matched transaction and select Accept from the context menu.

During import of online statements, either directly or by importing a downloaded file, KMyMoney performs matching as best as it can based on the name of the payee and the amount of the transaction. In case of an invalid match, a matched transaction can be unmatched.