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authortpearson <tpearson@283d02a7-25f6-0310-bc7c-ecb5cbfe19da>2011-07-04 22:38:03 +0000
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+<?xml version="1.0" encoding="UTF-8"?>
+<chapter id="details.settings">
+<chapterinfo>
+ <authorgroup>
+ <author>
+ <firstname>Roger</firstname>
+ <surname>Lum</surname>
+ <affiliation>
+ <address><email>rogerlum@gmail.com</email></address>
+ </affiliation>
+ </author>
+ </authorgroup>
+ <date>2009-08-03</date>
+ <releaseinfo>1.0</releaseinfo>
+</chapterinfo>
+<title id="details.settings.title">&kappname; Settings</title>
+
+<para>
+ The settings described below modify the behaviour of &kappname;. These
+ settings can be changed
+ through <menuchoice><guimenu>Settings</guimenu><guimenuitem>Configure
+ &kappname;...</guimenuitem></menuchoice>.
+</para>
+
+<sect1 id="details.settings.general">
+<title id="details.settings.general.title">General</title>
+
+<sect2 id="details.settings.general.global">
+<title>Global options</title>
+
+<variablelist>
+ <varlistentry>
+ <term><guilabel>Startup</guilabel></term>
+ <listitem>
+ <para>Choose the initial view upon startup.</para>
+ <itemizedlist>
+ <listitem><para>Start with <link linkend="firsttime.mainwindow">home
+ page</link></para></listitem>
+ <listitem><para>Start with last selected page</para></listitem>
+ </itemizedlist>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry>
+ <term><guilabel>Price Precision</guilabel></term>
+ <listitem>
+ <para>Enter how many digits of precision your prices will have after the
+ decimal point. For example, setting this to 2 will result in prices
+ like 35.18, where setting it to 4 might cause the same price to show
+ 35.1791</para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry>
+ <term><guilabel>Autosave periodically</guilabel></term>
+ <listitem>
+ <para>Check this box if you wish &kappname; to autosave your files
+ periodically. The default is 10 minutes.</para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry>
+ <term><guilabel>Your fiscal year starts on</guilabel></term>
+ <listitem>
+ <para>Enter the starting day and month of your fiscal year</para>
+ </listitem>
+ </varlistentry>
+</variablelist>
+</sect2>
+
+<sect2 id="details.settings.general.views">
+<title>Views options</title>
+
+<variablelist>
+ <varlistentry>
+ <term><guilabel>Synchronize account selection of ledger and investment
+ view</guilabel></term>
+ <listitem>
+ <para>If this option is selected, selecting an account on the investments
+ view will change the account selection on the ledger view, and
+ viceversa.</para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry>
+ <term><guilabel>Icon size of navigation bar</guilabel></term>
+ <listitem>
+ <para>Select the size of the icons of the left-side navigation bar.</para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry>
+ <term><guilabel>Show titlebar on each page</guilabel></term>
+ <listitem>
+ <para>Whether the title of the current view should be displayed on each
+ page.</para>
+ </listitem>
+ </varlistentry>
+</variablelist>
+</sect2>
+
+<sect2 id="details.settings.general.filter">
+<title>Filter options</title>
+
+<variablelist>
+ <varlistentry>
+ <term><guilabel>Don't show unused categories</guilabel></term>
+ <listitem>
+ <para>Hide unused categories.</para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry>
+ <term><guilabel>Don't show closed accounts</guilabel></term>
+ <listitem>
+ <para>Hide closed accounts.</para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry>
+ <term><guilabel>Show equity accounts</guilabel></term>
+ <listitem>
+ <para>Equity accounts are normally hidden. Select this option to show
+ them.</para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry>
+ <term><guilabel>Don't show finished schedules</guilabel></term>
+ <listitem>
+ <para>Hide finished schedules.</para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry>
+ <term><guilabel>Don't show transaction prior to</guilabel></term>
+ <listitem>
+ <para>Hide transactions prior to the selected date.</para>
+ <para>Setting this option to January 1, 1900 is a good way to debug
+ date-related file import problems.</para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry>
+ <term><guilabel>Don't show reconciled transactions</guilabel></term>
+ <listitem>
+ <para>Filter transactions by reconciliation state. Transactions that are
+ marked as <emphasis>Reconciled</emphasis> will not be shown.</para>
+ </listitem>
+ </varlistentry>
+</variablelist>
+</sect2>
+</sect1>
+
+<sect1 id="details.settings.register">
+<title id="details.settings.register.title">Register</title>
+
+<para>
+ These options allow you to modify the behaviour of the transaction registers.
+</para>
+
+<sect2 id="details.settings.register.display"><title>Display tab</title>
+
+<variablelist>
+ <varlistentry>
+ <term><guilabel>Show a grid in the register</guilabel></term>
+ <listitem>
+ <para>Show grid lines in the transaction register.</para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry id="details.settings.register.lens">
+ <term><guilabel>Use the ledger lens</guilabel></term>
+ <listitem>
+ <para>With this option enabled, the ledger will show all lines of detail
+ for the transaction you have currently selected, even if you have set
+ the <link linkend="reference.menus.settings.transactiondetail">Show
+ Transaction Detail</link> menu option turned off.</para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry>
+ <term><guilabel>Show transaction form</guilabel></term>
+ <listitem>
+ <para>Show the <link linkend="details.ledger.transactionform">transaction
+ form</link> at the bottom of the transaction register for entering and
+ editing transactions. With this option turned off, you edit the
+ transaction within the register itself.</para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry>
+ <term><guilabel>Always show a No. field</guilabel></term>
+ <listitem>
+ <para>Always have the number (<quote>No.</quote>) field when entering or
+ editing a transaction.</para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry>
+ <term><guilabel>Show group header between transactions</guilabel></term>
+ <listitem>
+ <para>Display group headers in the register</para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry>
+ <term><guilabel>Show header for the previous and current fiscal
+ year </guilabel></term>
+ <listitem>
+ <para>Display group headers for the current and the previous fiscal
+ year</para>
+ </listitem>
+ </varlistentry>
+</variablelist>
+</sect2>
+
+<sect2 id="details.settings.register.sorting">
+<title>Sorting tab</title>
+<sect3 id="details.settings.register.sorting.normal">
+<title>Normal view tab</title>
+
+<para>
+ Choose the sort order of the ledger while in the Normal view.
+</para>
+</sect3>
+
+<sect3 id="details.settings.register.sorting.reconciliation">
+<title>Reconciliation view tab</title>
+
+<para>
+ Choose the sort order of the ledger while in the Reconciliation view.
+</para>
+</sect3>
+
+<sect3 id="details.settings.register.sorting.search">
+<title>Search view tab</title>
+<para>
+ Choose the sort order of the ledger while in the Search view.
+</para>
+</sect3>
+</sect2>
+
+<sect2 id="details.settings.register.dataentry">
+<title>Data Entry tab</title>
+
+<variablelist>
+ <varlistentry>
+ <term><guilabel>Insert transaction type into No. field for new
+ transactions</guilabel></term>
+ <listitem>
+ <para>Automatically place the type of the transaction, e.g., Deposit,
+ Withdrawal, etc., in the No. field.</para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry>
+ <term><guilabel>Auto increment check number</guilabel></term>
+ <listitem>
+ <para>Have the check number automatically increment whenever entering a
+ new check transaction.</para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry>
+ <term><guilabel>Keep changes when selecting a different
+ transaction/split</guilabel></term>
+ <listitem>
+ <para>When enabled, selecting a different transaction or split will save
+ edits to the current transaction.</para>
+ <para>When disabled, selecting a different transaction will cancel them.
+ Instead, you must explicitly accept the changes.</para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry>
+ <term><guilabel>Use Enter to move between fields</guilabel></term>
+ <listitem><para>When enabled, pressing Enter will change the focus to the
+ next field of the transaction form.</para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry>
+ <term><guilabel>Match names from start</guilabel></term>
+ <listitem>
+ <para>Mark this option if you always want to match names e.g., for payees
+ from the start. If unset, any substring is matched</para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry>
+ <term><guilabel>Default reconciliation state</guilabel></term>
+ <listitem>
+ <para>Select the default reconciliation state for new
+ transactions.</para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry>
+ <term><guilabel>Auto fill with previous transaction data</guilabel></term>
+ <listitem>
+ <para>Select the desired behavior for autofill or deactivate it</para>
+ <itemizedlist>
+ <listitem>
+ <para>No Autofill</para>
+ </listitem>
+ <listitem>
+ <para>Same transaction if amount differs less than X percent</para>
+ <para>When entering a new transaction with this option, &kappname;
+ will display a list of previous transaction for the payee and
+ account. If previous transactions differ in less than X percent,
+ they will be considered identical. If the percentage is 0, all
+ previous transactions for the payee and account will be
+ displayed. When selecting a transaction, all transactions details
+ except the date will be autofilled with those of the selected
+ transaction.</para>
+ </listitem>
+ <listitem>
+ <para>With previously most often used transaction for the payee</para>
+ <para>When entering a new transaction with this option enabled,
+ &kappname; will fill in all the transaction details based on the
+ previously most often used transaction with the selected
+ payee.</para>
+ </listitem>
+ </itemizedlist>
+ </listitem>
+ </varlistentry>
+</variablelist>
+</sect2>
+
+<sect2 id="details.settings.register.import">
+<title>Import tab</title>
+
+<variablelist>
+ <varlistentry>
+ <term><guilabel>Match transaction within days</guilabel></term>
+ <listitem>
+ <para>Search for matching transactions within the range of the imported
+ transaction +/- given days</para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry>
+ <term><guilabel>Ask for a new payee's default category</guilabel></term>
+ <listitem>
+ <para>Whenever a new payee is detected during an import, the user will be
+ asked for the default category for the payee.</para>
+ </listitem>
+ </varlistentry>
+</variablelist>
+</sect2>
+</sect1>
+
+<sect1 id="details.settings.home">
+<title id="details.settings.home.title">Home</title>
+
+<para>
+ These options allow you to customize the appearance of the Home page by
+ choosing which entries to show on the Home page and the order in which they
+ appear.
+</para>
+
+<variablelist>
+ <varlistentry>
+ <term><guilabel>Payments</guilabel></term>
+ <listitem>
+ <para>It shows the first 5 occurrences of your scheduled
+ transactions</para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry>
+ <term><guilabel>Preferred accounts</guilabel></term>
+ <listitem>
+ <para>It shows the balance and credit of your favorite accounts</para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry>
+ <term><guilabel>Payment accounts</guilabel></term>
+ <listitem>
+ <para>It shows the balance of your asset and liability accounts, except
+ for the investment accounts</para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry>
+ <term><guilabel>Favorite Reports</guilabel></term>
+ <listitem>
+ <para>It shows a list of your favorite reports</para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry>
+ <term><guilabel>Forecast</guilabel></term>
+ <listitem>
+ <para>It shows a forecast for your asset and liability Accounts</para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry>
+ <term><guilabel>Networth forecast</guilabel></term>
+ <listitem>
+ <para>It shows a chart of your forecast net worth for the next 90
+ days</para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry>
+ <term><guilabel>Assets and Liabilities</guilabel></term>
+ <listitem>
+ <para>It shows the balance of all your assets and liabilities</para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry>
+ <term><guilabel>Budget</guilabel></term>
+ <listitem>
+ <para>It shows the budget items for the current month which have a
+ negative difference compared to the actual income or expense</para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry>
+ <term><guilabel>CashFlow</guilabel></term>
+ <listitem>
+ <para>It shows an analysis of your cash flow for the current month</para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry>
+ <term><guilabel>Percentage of default font size</guilabel></term>
+ <listitem>
+ <para>Select the size of the font on the Home page</para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry>
+ <term><guilabel>Remember font size when leaving the program if manually
+ changed with mouse-wheel</guilabel></term>
+ <listitem>
+ <para>Selecting this will save your font size preference if you have
+ changed it from the Home page by using the mouse-wheel</para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry>
+ <term><guilabel>Show account limit information</guilabel></term>
+ <listitem>
+ <para>Shows the limit of the accounts on the Payment Accounts and
+ Preferred Accounts sections of the Home page</para>
+ </listitem>
+ </varlistentry>
+</variablelist>
+</sect1>
+
+<sect1 id="details.settings.schedules">
+<title id="details.settings.schedules.title">Schedules</title>
+
+<para>
+ These options allow you to modify the behaviour of
+ the <link linkend="details.schedules">scheduling features</link>.
+</para>
+
+<sect2 id="details.settings.schedules.startupoptions">
+<title>Schedule startup options</title>
+
+<variablelist>
+ <varlistentry>
+ <term><guilabel>Check schedules upon startup</guilabel></term>
+ <listitem>
+ <para>Enables checking the schedule upon startup of &kappname;.</para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry>
+ <term><guilabel>Enter transactions this number of days in
+ advance</guilabel></term>
+ <listitem><para>Specify how many days in advance should the scheduled
+ transactions be entered.</para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry>
+ <term><guilabel>Number of days to preview schedules schedules in
+ ledger</guilabel></term>
+ <listitem>
+ <para>Specify how many days should the schedules show up in the
+ ledger.</para>
+ <para>The scheduled transactions will be listed in the ledger. You can
+ enter or skip the scheduled transactions by right-clicking on
+ them.</para>
+ </listitem>
+ </varlistentry>
+</variablelist>
+</sect2>
+</sect1>
+
+<sect1 id="details.settings.encryption">
+<title id="details.settings.encryption.title">Encryption</title>
+
+<para>
+ These options allow you to modify the data encryption settings.
+</para>
+
+<variablelist>
+ <varlistentry>
+ <term><guilabel>Use GPG</guilabel></term>
+ <listitem>
+ <para>Enables the use of GPG to encrypt data file. See the section
+ on <link linkend="details.formats.encrypted">GPG Encryption</link> for
+ more details.</para>
+ </listitem>
+ </varlistentry>
+</variablelist>
+
+<sect2 id="details.settings.encryption.gpgencryption">
+<title>GPG Encryption</title>
+
+<variablelist>
+ <varlistentry>
+ <term><guilabel>Your key</guilabel></term>
+ <listitem>
+ <para>Enter the email address or the hexadecimal key id to use for data
+ encryption.</para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry>
+ <term><guilabel>Additional keys</guilabel></term>
+ <listitem>
+ <para>Select additional keys to use for data encryption.</para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry>
+ <term><guilabel>Also encrypt with kmymoney-recover key</guilabel></term>
+ <listitem>
+ <para>Encrypts data with the &kappname; recover key. Selecting this
+ option will allow core &kappname; developers to decrypt your data file
+ in case you lose your encryption key.</para>
+ </listitem>
+ </varlistentry>
+</variablelist>
+</sect2>
+</sect1>
+
+<sect1 id="details.settings.colors">
+<title id="details.settings.colors.title">Colours</title>
+
+<para>
+ These options allow you to change colors within &kappname;.
+</para>
+
+<sect2 id="details.settings.colors.foreground">
+<title>Foreground tab</title>
+
+<para>
+ Modify the foreground colors by clicking on the color button and opening a
+ color select palette.
+</para>
+</sect2>
+
+<sect2 id="details.settings.colors.background">
+<title>Background tab</title>
+
+<para>
+ Modify the background colors by clicking on the color button and opening a
+ color select palette.
+</para>
+</sect2>
+</sect1>
+
+<sect1 id="details.settings.fonts">
+<title id="details.settings.fonts.title">Fonts</title>
+
+<para>
+ These options allow you to modify the fonts.
+</para>
+
+<variablelist>
+ <varlistentry>
+ <term><guilabel>Use system fonts</guilabel></term>
+ <listitem>
+ <para>Select this to use system fonts. Deselecting this option allows you
+ to customize fonts.</para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry>
+ <term><guilabel>Cell font</guilabel></term>
+ <listitem>
+ <para>Specify the custom font to use within each cell.</para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry>
+ <term><guilabel>Header font</guilabel></term>
+ <listitem>
+ <para>Specify the custom font to use for the headers of each view.</para>
+ </listitem>
+ </varlistentry>
+</variablelist>
+</sect1>
+
+<sect1 id="details.settings.onlinequote">
+<title id="details.settings.onlinequote.title">Online Quotes</title>
+
+<para>
+ These settings modify how online quotes are retrieved from different online
+ sources.
+</para>
+
+<para>
+ This tab allows you to change the online quote sources for &kappname;.
+ Generally speaking, this is an advanced feature, and should only be attempted
+ by the most technically adept users.
+</para>
+
+<para>
+ For more details, please refer to to
+ the <link linkend="details.investments.onlinequotes">Online Price
+ Quotes</link> section.
+</para>
+</sect1>
+
+<sect1 id="details.settings.forecast">
+<title id="details.settings.forecast.title">Forecast</title>
+
+<para>
+ These options allow you to modify the forecast options.
+</para>
+
+<variablelist>
+ <varlistentry>
+ <term><guilabel>Number of days to forecast</guilabel></term>
+ <listitem>
+ <para>Select how many days you want to forecast. The default is 90
+ days</para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry>
+ <term><guilabel>Number of days of account cycle</guilabel></term>
+ <listitem>
+ <para>The normal number of days that your commonly-used accounts go
+ through an income-expense cycle. For example, if you receive your salary
+ on a monthly basis, you should select 30 days here.</para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry>
+ <term><guilabel>Day of month to start forecast</guilabel></term>
+ <listitem>
+ <para>Select the day of the month when you want to start the
+ forecast. This would usually be the day when you receive your salary or
+ other income.</para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry>
+ <term><guilabel>Forecast Method</guilabel></term>
+ <listitem>
+ <para>The forecast method to be used.</para>
+ <para>Scheduled and future transaction forecasts your balance based on the
+ information of your scheduled and future transactions.</para>
+ <para>History-based uses your past transactions to extrapolate a
+ forecast.</para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry>
+ <term><guilabel>Number of cycles to use in forecast</guilabel></term>
+ <listitem>
+ <para>If using a history-based method, how many previous account cycles
+ should &kappname; use to calculate the forecast.</para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry>
+ <term><guilabel>History forecast method</guilabel></term>
+ <listitem>
+ <para>Select the method to use when calculating a forecast based on
+ historic information</para>
+ <para>Simple moving average averages your past transactions to calculate a
+ forecast.</para>
+ <para>Weighted moving average averages your past transactions, but it will
+ give more importance to the most recent transactions.</para>
+ <para>Linear regression uses a linear-regression formula based on your
+ past transactions to calculate the forecast</para>
+ </listitem>
+ </varlistentry>
+</variablelist>
+</sect1>
+
+<sect1 id="details.settings.plugins">
+<title id="details.settings.plugins.title">Plugins</title>
+
+<para>
+ These options allow you to modify the behavior of any installed
+ plugins. Currently, the only choice is to enable or disable the &kappname;
+ plugins you have installed.
+</para>
+</sect1>
+</chapter>