Chapter 26. Reference

Creates a new, empty KMyMoney data file. Only one KMyMoney file can be open at once, so this will close your current file first, if one is open.

Opens an existing KMyMoney data file.

Provides quick access to recently opened files.

Opens an existing database.

Saves the currently open file. Only enabled if there are any changes to save.

Saves the currently open file with a different filename.

Imports financial data from other file types, such as QIF and GnuCash, or a template file of accounts and categories that can be used in setting up new accounts.

Exports the current file as a different file type, such as QIF, or exports a list of your accounts and categories as a template.

Prints the current file.

Saves a backup the current file.

Allows to edit personal data.

Displays information about the currently open KMyMoney file.

Closes the currently open data file.

Quits KMyMoney. Offers to save the currently open data file, if there are any changes.

Reverses the most recent action.

Re-applies the most recently undone action.

Searches transactions.

Shows transaction details in the Ledgers View. With this option turned on, all lines of the transaction will be shown. When it is turned off, only one line will be shown.

If you only want to see details for the currently selected transaction, but only one line for the others, you can turn on the Ledger Lens.

Hides reconciled transactions in the ledger.

Hides unused categories in the views.

Shows all accounts in the views, including closed accounts and accounts with zero balance.

Add a new institution.

Edit an institution.

Delete an institution.

Adds a new account.

Edits an account.

Deletes an account.

Displays the Ledgers View of the selected account.

Reconciles an account through the reconciliation wizard.

Postpones reconciliation of an account.

Finishes reconciliation of an account.

Cancels reconciliation of an account.

Opens a transaction report of the selected account.

Opens a YTD (Year to date) chart of the balance of the selected account.

Closes an account.

Reopens an account, if closed.

Unmaps an online account.

Maps an account to an online account.

Imports transactions from online banking for the selected account.

Import transactions from online banking for all mapped accounts.

Adds a new category.

Edits a category.

Deletes a category.

Displays the Ledgers View of a category.

Adds a new transaction.

Edits a transaction.

Edits the splits of a transaction.

Deletes a transaction.

Duplicates a transaction.

Changes the status of the selected transaction(s) to Not Reconciled status.

Changes the status of the selected transaction(s) to Cleared.

Changes the status of the selected transaction(s) to Reconciled.

Displays the other account of a transaction in the Ledger.

Displays the Payees View and focuses on the payee of the selected transaction.

Creates a new scheduled transaction using the details of the selected transaction.

Matches two transactions. This is most commonly used to match an imported and a manually entered transaction, but other combinations also work.

Unmatches a transaction that KMyMoney has proposed as a match of imported transactions. Note that this menu choice is only present if a matched transaction exists and is selected.

Accepts a proposed merge of two transactions.

Selects all transactions in the ledger.

Prints the contents of the selected transaction in the displayed ledger, formatted according to the selected template. See the section on configuring the Print check plugin for more information.

Lists the currencies known to KMyMoney.

Lists stock and currency prices.

Updates stock and currency prices from online sources using the Online Price Quotes feature.

Runs a check on your file, fixes any problems it can, and displays a report of the results.

Make a backup of your file before running this option.

Runs a performance test on your file and displays the results.

Generates the SQL necessary to create a database.

This is a tool for developers.

Re-enables any messages you may have turned off by checking Don't tell me about this again in a dialog box.

By default, the language used by KMyMoney depends on the system wide settings for location or locale. This allows you to change that language, and to set a fallback language, which is used for text which has not been translated into the primary language.

Allows you to add or modify keyboard shortcuts for various actions.

Configure online banking settings, but only if the KBanking module is enabled. More information may be found in the section on configuring the KBanking plugin as well as in the GnuCash documentation.

The process of setting up online access in AqBanking is described in the GnuCash wiki (German only). This menu entry brings you to the dialog shown in step #3. The process until step #18 is the same for KMyMoney. Once done, you can map the account in KMyMoney using Account Map account and select the account from the list provided. From there, simply use Account Update account, or in case you have more than one online account mapped Account Update all accounts.

See How do I configure online banking for further details.

Displays the names and shortcuts of all actions in KMyMoney. Clicking on one will invoke that action, if it is currently enabled.