Creating accountsThere are multiple ways you can create an account:
- Using the menu
To create an account using the menu select the → menu item.
- Using the Accounts View
To create an account using the Accounts View, click the
accounts icon in
the View Selector to display the Accounts View. Right-click either the Asset
tree icon or the Liability tree icon in the display and select
from the popup menu. The Asset tree
holds all of your accounts that are assets, such as savings and investments.
The Liability tree holds all of your accounts that represent money you owe,
such as loans and credit cards. These and all the other account types are
discussed in more detail in the Accounts
Chapter.
- Using the toolbar
If the button is displayed on the toolbar, you can click it to create an account.
Tip
Note that KMyMoney uses context menus throughout the whole application. If you find yourself stuck trying to figure out how to do something, try clicking the mouse button where you would expect to see a feature.
Creating a new account by any of the above methods opens the New Account Wizard. This wizard will take you step by step through the process of creating an account, gathering the required information at each step. To navigate through the pages click and . A full description of creating accounts can be found in the Accounts section.
Now that one or more accounts exist in KMyMoney, your account summary is shown in the Home View. You can create transactions manually in the Ledgers View, or set up automatic transactions through the Schedules View.