Plugins

This section provides information about the available plugins, and allow you to modify the behavior of some of them. Note that the list of plugins displayed will depend on which plugins KMyMoney found when it started. It does not matter whether the plugin was compiled as part of the application or added as a separate package.

KMyMoney configuration, plugins

Every plugin can be enabled or disabled, according to the state of the checkbox to the left of the name of the plugin name and icon. In addition, at the right, there is an information button for each plugin, which will show the plugin version and author(s.) For some plugins, further information on configuring and using it may be found by clicking configure just to the left of the information button.

Until recently, there was only one plugin that required configuration, the Check printing plugin. Now, there are several plugins which have configuration pages which are invoked from this page. These are listed in the following sections. Note however, that many of them have already been described earlier in this document.

Check printing plugin

There is a plugin for printing checks, which is included with the source of KMyMoney, and which should always be enabled. It allows printing of a check based on the data from a selected transaction, with the layout controlled by an HTML template. You need to use a template which is matched to your pre-printed checks. A default, built-in template is provided. You may also choose a custom template. To do so, click configure to get the Check printing configuration dialog displayed. At the top you can check the box to use a custom template. To the right of that is a button which brings up a file chooser, to select an alternate template file.

A template file is an HTML file, in which specific strings are used to reference fields from the transaction and from the current account and institution to show where they will be printed on the check. KMyMoney ships with a default, built-in template. At this address, you can find the HTML source file of the default template, as well as some additional templates. You should either be able to use one of them or to modify one to suit your needs. Note that only a subset of the HTML standard is supported — the detailed documentation on that can be found here.

CSV Importer

Some aspects of configuring the CSV Importer plugin have already been discussed here. However, there is also a dialog which can be invoked here.

configure csv importer plugin

Autodetecting

It is generally best to let the plugin autodetect the field delimiter, decimal symbol, and date format. However, it is possible to disable this behavior for each of these items by unchecking the appropriate box.

In some cases, a csv file to be imported contains the name of the account somewhere in the first lines of the file. You can request the plugin to automatically look for this by checking the appropriate box, separately for banking and for investment imports.

QIF export profile

Although it is currently better just to use the QIF exporter plugin directly, it is still possible to have the CSV Importer export a QIF file. In this case, you can use this dropdown to select the default QIF export profile to use.

Forecast View

This is described in the Configuring the Forecast section of the Forecast Chapter.

iCalendar

KMyMoney is capable of exporting a file in the iCalendar format, so you can import your scheduled transactions into KOrganizer, or another calendar program, so you can be reminded of scheduled transactions. Actually exporting the file is done with the FileExportSchedules to iCalendar menu item.

configure icalendar export

The exported file will contain one event for each scheduled transaction. There are controls to configure whether to have the calendar show reminders for the events, as well as how many reminders, and how far ahead of the events the reminders are created, although these seem not to currently have any effect on the file created.

The final field on the dialog allows you to specify the default name and path of the exported file. As usual, you can either type the full path, or click the file selector icon at the right and get a file selector dialog. Currently, the file save dialog does default to the folder specified here, but you still need to enter the actual file name at the time of export.

KBanking

This plugin adds support for HBCI/FinTs, OFX, and PayPal online banking by using AqBanking, which is an open source project on its own. HBCI/FinTs used to communicate with banks are only used in Germany.

Configuring this plugin is not done through this dialog, but with the Settings Configure Aqbanking... menu item, and there is further information there.

QIF Exporter, QIF Importer

These are described in the section on QIF Profiles. As pointed out in that section, QIF Import and QIF Export are implemented as separate plugins, they both utilize the same set of profiles.

Reports view

This provides a dialog where you can configure some default values to be used when displaying Reports. The details are described with the other Report Configuration settings.

XML Storage

The default storage of your data is in XML format, described in the chapter on File Formats. Because the code which reads and saves your data is implemented as a plugin, the configuration dialog which controls some aspects of this storage is accessed through the Plugin section of the general KMyMoney Configuration, although it is described in the above linked section.