Roger Lum

rogerlum@gmail.com

2009-08-03 1.0 The settings described below modify the behaviour of &kappname;. These settings can be changed through SettingsConfigure &kappname;.... Startup Choose the initial view upon startup. Start with home page Start with last selected page Price Precision 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 Autosave periodically Check this box if you wish &kappname; to autosave your files periodically. The default is 10 minutes. Your fiscal year starts on Enter the starting day and month of your fiscal year Synchronize account selection of ledger and investment view If this option is selected, selecting an account on the investments view will change the account selection on the ledger view, and viceversa. Icon size of navigation bar Select the size of the icons of the left-side navigation bar. Show titlebar on each page Whether the title of the current view should be displayed on each page. Don't show unused categories Hide unused categories. Don't show closed accounts Hide closed accounts. Show equity accounts Equity accounts are normally hidden. Select this option to show them. Don't show finished schedules Hide finished schedules. Don't show transaction prior to Hide transactions prior to the selected date. Setting this option to January 1, 1900 is a good way to debug date-related file import problems. Don't show reconciled transactions Filter transactions by reconciliation state. Transactions that are marked as Reconciled will not be shown. These options allow you to modify the behaviour of the transaction registers. Show a grid in the register Show grid lines in the transaction register. Use the ledger lens 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 Show Transaction Detail menu option turned off. Show transaction form Show the transaction form 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. Always show a No. field Always have the number (No.) field when entering or editing a transaction. Show group header between transactions Display group headers in the register Show header for the previous and current fiscal year Display group headers for the current and the previous fiscal year Choose the sort order of the ledger while in the Normal view. Choose the sort order of the ledger while in the Reconciliation view. Choose the sort order of the ledger while in the Search view. Insert transaction type into No. field for new transactions Automatically place the type of the transaction, e.g., Deposit, Withdrawal, etc., in the No. field. Auto increment check number Have the check number automatically increment whenever entering a new check transaction. Keep changes when selecting a different transaction/split When enabled, selecting a different transaction or split will save edits to the current transaction. When disabled, selecting a different transaction will cancel them. Instead, you must explicitly accept the changes. Use Enter to move between fields When enabled, pressing Enter will change the focus to the next field of the transaction form. Match names from start Mark this option if you always want to match names e.g., for payees from the start. If unset, any substring is matched Default reconciliation state Select the default reconciliation state for new transactions. Auto fill with previous transaction data Select the desired behavior for autofill or deactivate it No Autofill Same transaction if amount differs less than X percent 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. With previously most often used transaction for the payee 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. Match transaction within days Search for matching transactions within the range of the imported transaction +/- given days Ask for a new payee's default category Whenever a new payee is detected during an import, the user will be asked for the default category for the payee. 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. Payments It shows the first 5 occurrences of your scheduled transactions Preferred accounts It shows the balance and credit of your favorite accounts Payment accounts It shows the balance of your asset and liability accounts, except for the investment accounts Favorite Reports It shows a list of your favorite reports Forecast It shows a forecast for your asset and liability Accounts Networth forecast It shows a chart of your forecast net worth for the next 90 days Assets and Liabilities It shows the balance of all your assets and liabilities Budget It shows the budget items for the current month which have a negative difference compared to the actual income or expense CashFlow It shows an analysis of your cash flow for the current month Percentage of default font size Select the size of the font on the Home page Remember font size when leaving the program if manually changed with mouse-wheel Selecting this will save your font size preference if you have changed it from the Home page by using the mouse-wheel Show account limit information Shows the limit of the accounts on the Payment Accounts and Preferred Accounts sections of the Home page These options allow you to modify the behaviour of the scheduling features. Check schedules upon startup Enables checking the schedule upon startup of &kappname;. Enter transactions this number of days in advance Specify how many days in advance should the scheduled transactions be entered. Number of days to preview schedules schedules in ledger Specify how many days should the schedules show up in the ledger. The scheduled transactions will be listed in the ledger. You can enter or skip the scheduled transactions by right-clicking on them. These options allow you to modify the data encryption settings. Use GPG Enables the use of GPG to encrypt data file. See the section on GPG Encryption for more details. Your key Enter the email address or the hexadecimal key id to use for data encryption. Additional keys Select additional keys to use for data encryption. Also encrypt with kmymoney-recover key 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. These options allow you to change colors within &kappname;. Modify the foreground colors by clicking on the color button and opening a color select palette. Modify the background colors by clicking on the color button and opening a color select palette. These options allow you to modify the fonts. Use system fonts Select this to use system fonts. Deselecting this option allows you to customize fonts. Cell font Specify the custom font to use within each cell. Header font Specify the custom font to use for the headers of each view. These settings modify how online quotes are retrieved from different online sources. 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. For more details, please refer to to the Online Price Quotes section. These options allow you to modify the forecast options. Number of days to forecast Select how many days you want to forecast. The default is 90 days Number of days of account cycle 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. Day of month to start forecast 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. Forecast Method The forecast method to be used. Scheduled and future transaction forecasts your balance based on the information of your scheduled and future transactions. History-based uses your past transactions to extrapolate a forecast. Number of cycles to use in forecast If using a history-based method, how many previous account cycles should &kappname; use to calculate the forecast. History forecast method Select the method to use when calculating a forecast based on historic information Simple moving average averages your past transactions to calculate a forecast. Weighted moving average averages your past transactions, but it will give more importance to the most recent transactions. Linear regression uses a linear-regression formula based on your past transactions to calculate the forecast 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.