LedgerThe settings and options in this section allow for the modification of the transaction ledger displayed in the Ledgers View.
- Show a grid in the ledger
Selecting this option displays grid lines in the Ledgers View. This is an additional viewing option that may make it easier to visualize separate transactions and their component parts.
- Show transaction form
Selecting this option displays the transaction form at the bottom of the ledger, and that is where you enter or 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.
- Display overdue schedules with planned date
Scheduled transactions with future dates are shown in the Ledgers 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.
- Ledger entry details
Show all ledger entries in full detail. Selecting this option makes the ledger show all the information for all displayed transactions, with separate lines in the Detail Column for Category, Tags, and 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 ledger entries in full detail is not selected.
Show all split details in ledger. Selecting this option shows more details about split transactions.
- Information headers
Show group headers between transactions. Selecting this option will display group headers in the ledger. 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 ledger for the current and the previous fiscal year.
Reconciliation group headers. This dropdown controls the display of group headers for reconciliations. If Don't show reconciliation entries is selected, then no group headers will be shown for reconciliations. If Show last reconciliation entry with date and balance in ledger is selected, only the most recent reconciliation will be indicated by a group header. If Show all reconciliation entries with date and balance in ledger is selected, then a group header will be shown for all previous reconciliations.
These three sections allow you to set the default sort order of transactions in the Ledgers View. In all cases, the list on the right shows the fields which have been selected as part of the sort order for that view, and the list on the left shows all the fields available for sorting which have not yet been chosen. To sort on an item, select it (single mouse click) and click the right arrow between the two lists. 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 switch between ascending and descending sort for any item by double-clicking it.
The fields available for sorting are the same for all three sections: Amount, Category, Entry Order (the date the transaction was created, not the internal transaction id,) Number, Payee, Post date, Reconcile state, Reconciliation date, 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. It has 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 any edits made 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.
- Initial cursor position within the date field
When you advance into a transaction's date field (either by creating or editing a transaction, or using Tab or Enter), this dropdown determines whether the cursor will start in the Day, Month, or Year portion of the date.
- Default reconciliation state
This dropdown allows you to select the default reconciliation state for new transactions: Not reconciled, Cleared, or Reconciled.
- Autofill
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.
No Autofill
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 transaction is close enough to the amount you have entered, it will be considered a match, and details from that previous transaction will be used to autofill details of the new transaction. “Close enough” means within the percentage 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 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.