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 <?xml version="1.0" encoding="UTF-8"?>
 <chapter id="details.settings">
 <chapterinfo>
   <authorgroup>
     <author> &Roger.Lum; &Roger.Lum.mail; </author>
     <author>
       <personname><firstname>Michael</firstname><surname>Carpino</surname></personname>
       <email>mfcarpino@gmail.com</email>
     </author>
     <author> &Jack.H.Ostroff; &Jack.H.Ostroff.mail; </author>
   </authorgroup>
   <date>2019-03-31</date>
   <releaseinfo>5.0.3</releaseinfo>
 </chapterinfo>
 
 <title>&kmymoney; Settings</title>
 
 <para>
    The settings described below modify the behavior of &kmymoney;, allowing you
    to customize it to meet the needs of your unique financial affairs, and to
    modify its look and feel to match your personality.  These settings can be
    changed through <menuchoice><guimenu>Settings</guimenu><guimenuitem>Configure
    &kmymoney;...</guimenuitem></menuchoice> menu item or by using the keyboard
    shortcut <keycombo action="simul">&Ctrl; &Shift;<keycap>,</keycap></keycombo>.
    In order for any changes to take effect the <guibutton>Apply</guibutton>
    button must be clicked.
 </para>
 
 <para>
     On the left of the settings dialog is a list of icons and labels, each
     representing a particular area of the program.  When you click on one of
     those icons, the right part of the dialog will display controls for
     configuring that area of the program, often divided into several tabs.
 </para>
 
 <sect1 id="details.settings.general">
 <title>General</title>
 
 <sect2 id="details.settings.general.global">
 <title>Global tab</title>
 
 <variablelist>
   <varlistentry>
     <term><guilabel>Autosave options</guilabel></term>
 <!-- I would prefer to use a more consistent hierarchy and use of levels on this
      page, but for now, I'm minimizing changes. -->
     <listitem>
       <para>Checking the <guilabel>Autosave periodically</guilabel> box instructs
       &kmymoney; to autosave your files at a defined interval.  The default value is
       10 minutes.  You can change this setting from 0 (backup immediately after
       entering a transaction) up to 60 minutes.</para>
 
       <para>Checking the <guilabel>Autosave when file is modified upon close</guilabel> box
       instructs &kmymoney; to autosave your file when the program is closed. You also have the
       option upon closing the program to backup your &kmymoney; file.  The Number of backup to
       keep can be set at 0 (Off) upto to 20 backups.  Any backup files will be stored in the same
       folder as the main file.  They will be labeled sequentially with 1 being the most current.</para>
     </listitem>
   </varlistentry>
 
   <varlistentry>
     <term><guilabel>Fiscal Year</guilabel></term>
     <listitem>
       <para>Enter the day and month of your fiscal year.  This value is used for
       budgets and some reports.</para>
     </listitem>
   </varlistentry>
 
   <varlistentry>
     <term><guilabel>External programs</guilabel></term>
     <listitem>
       <para>This setting does not directly affect the operation of &kmymoney;,
       but provides a convenient way to launch any external utility, such as an
       advanced calculator.  The first step is to enter the full path to your
       chosen program in the <guilabel>Calculator</guilabel> text box.  There are
       then two ways to launch the program.</para>
       <para>First, you can use
       <menuchoice><guimenu>Settings</guimenu><guimenuitem>Configure
       Toolbars...</guimenuitem></menuchoice> menu item to place the
       <guilabel>Calculator</guilabel> icon on the Toolbar.  Then, when you click
       that icon on the Toolbar, &kmymoney; will launch the selected
       application.</para>
       <!-- FIXME since the Settings menu is deferred to the Frameworks docs and
            not explicitly described in this manual, it would at least be nice to
            refer to the actual Calculator icon here, but I cannot find the
            source png.  It might also be nice to have a link to Settings Menu
            doc page. -->
       <para>Second, you can use
       <menuchoice><guimenu>Settings</guimenu><guimenuitem>Configure
       Shortcuts...</guimenuitem></menuchoice> menu item to set a custom keyboard
       shortcut. (The entry is under &kmymoney;/Calculator in that list.)  You can
       then use that shortcut to launch the application.</para>
       <!-- FIXME is not currently possible to launch the calculator from some menu
            item.  I have filed a wishlist, and when implemented, it should be
            described here, probably as the first choice. -->
       <para>
       </para>
     </listitem>
   </varlistentry>
 </variablelist>
 </sect2>
 
 <sect2 id="details.settings.general.views">
 <title>Views tab</title>
 
 <variablelist>
   <varlistentry>
     <term><guilabel>Startup page options</guilabel></term>
     <listitem>
       <para>When &kmymoney; starts up, this option indicates whether to start
       with the Home View or with the view displayed when the program was last
       closed.</para>
     </listitem>
   </varlistentry>
 
   <varlistentry>
   <term><guilabel>Type of the &kmymoney; view</guilabel></term>
     <listitem>
       <para> You can select one of three general layouts for &kmymoney; to use.  If
       you select the List or Tree view, the icons and their labels will be located at
       the left side of the window.  The List view displays larger icons while the Tree
       view has smaller icons.  The Tabbed view locates the icons and labels across
       the top of the window.</para>
     </listitem>
   </varlistentry>
 
   <varlistentry>
     <term><guilabel>Show title bar on each page</guilabel></term>
     <listitem>
       <para>Checking this box will display the blue &kmymoney; title bar across the
       top of each page.  Unchecking it will remove the title bar and provide a larger
       area for viewing the content of each page.</para>
     </listitem>
   </varlistentry>
 
   <varlistentry>
     <term><guilabel>Synchronize account selection of ledger and investment
     view</guilabel></term>
     <listitem>
       <para>If this option is selected, the accounts displayed in the Ledger View and
       Investment View will be synchronized, meaning if you change the account
       displayed in one of the views, and then switch to the other view, the
       information for the same account will be displayed.  This increases the
       efficiency of navigating between these 2 tab views.  If it is not selected,
       selecting either of those views will show the same account previously selected
       in that view, regardless of the account selected in the other view.</para>
     </listitem>
   </varlistentry>
 </variablelist>
 </sect2>
 
 <sect2 id="details.settings.general.filter">
 <title>Filter tab</title>
 
 <sect3>
 <title>Accounts / Categories</title>
 <variablelist>
   <varlistentry>
     <term><guilabel>Do not show unused categories</guilabel></term>
     <listitem>
       <para>Checking this box hides unused categories in the Categories View.  A
       hidden category is still available should a transaction require it.  By typing
       a hidden category in the ledger it will become available for use.</para>
     </listitem>
   </varlistentry>
 
   <varlistentry>
     <term><guilabel>Show equity accounts</guilabel></term>
     <listitem>
       <para>By default, equity accounts are hidden in the Accounts View.  Selecting
       this option will display the equity accounts in the Accounts View.  Equity
       accounts are used to track individual equities or investments held in an
       Investment Account.  This should not be confused with the top level
       <emphasis>Equity</emphasis> group of accounts, which includes the account(s)
       which contain the opening balances for other accounts.</para>
     </listitem>
   </varlistentry>
 
   <varlistentry>
   <term><guilabel>Show categories in the accounts list view</guilabel></term>
     <listitem>
       <para>By default, Categories are hidden in the Accounts View.  Selecting this
       option will display the Categories in the Accounts View.</para>
     </listitem>
   </varlistentry>
 
   <varlistentry>
   <term><guilabel>Do not show zero balance equities</guilabel></term>
     <listitem>
       <para>Checking this option will remove any zero balance equity accounts from
       appearing in the Accounts View.</para>
     </listitem>
   </varlistentry>
 </variablelist>
 </sect3>
 
 <sect3>
 <title>Schedules</title>
 <variablelist>
     <varlistentry>
     <term><guilabel>Do not show finished schedules</guilabel></term>
     <listitem>
       <para>Checking this box will hide all finished schedules from appearing in the
       Scheduled transaction View.</para>
     </listitem>
   </varlistentry>
 </variablelist>
 </sect3>
 
 <sect3>
 <title>Transactions</title>
 <variablelist>
   <varlistentry>
     <term><guilabel>Do not show transaction prior to</guilabel></term>
     <listitem>
       <para>Transactions prior to the date entered here will not be displayed in the
       Ledger View.  This can be useful if your data includes many years of
       transactions; setting this to one or two years ago hides older
       transactions.</para>
       <para>Setting this option to January 1, 1900 (the default value) is a good way
       to debug date-related data import problems, in case some dates were erroneously
       very far in the past.</para>
     </listitem>
   </varlistentry>
 
   <varlistentry>
     <term><guilabel>Do not show reconciled transactions</guilabel></term>
     <listitem>
       <para>Checking this box will filter transactions by reconciliation state.
       Transactions that are marked as <emphasis>Reconciled</emphasis> will not be
       shown in the Ledger View.</para>
     </listitem>
   </varlistentry>
 </variablelist>
 </sect3>
 </sect2>
 </sect1>
 
 <sect1 id="details.settings.home">
 <title>Home</title>
 
 <sect2>
 <title>Home page display sections</title>
 <para>
   These options allow you to customize the appearance of the <link
   linkend="firsttime.mainwindow">Home View</link> (also called the Home Page or Main
   Window) by choosing which information to display there and the order in which it
   appears.  Selected sections can be reordered by clicking the respective
   <guibutton>Up</guibutton> or <guibutton>Down</guibutton> button.
 </para>
 <!-- FIXME Many of these sections need a <link> to the doc section actually
      describing the content. -->
 
 <variablelist>
   <varlistentry>
     <term><guilabel>Assets and Liabilities</guilabel></term>
     <listitem>
       <para>This will display the asset and liability accounts that are open along
       with their current balances.  This and other account lists on the Home Page are
       sorted in alphabetical order, unless otherwise noted.</para>
     </listitem>
   </varlistentry>
 
   <varlistentry>
     <term><guilabel>Payments</guilabel></term>
     <listitem>
       <para>This will display upcoming occurrences of Scheduled transactions,
       distinguishing Overdue payments from Future payments.  It shows the date,
       schedule name, account and amount of the payment, and the account balance after
       the payment.  By default it will show up to six transaction.  If six are
       displayed, there is a link you can select to show more, up to 30 days in
       advance.</para>
     </listitem>
   </varlistentry>
 
   <varlistentry>
     <term><guilabel>Preferred accounts</guilabel></term>
     <listitem>
       <para>This will display the accounts that are identified as Preferred accounts
       within the <menuchoice><guimenu>Account</guimenu><guimenuitem>Edit account...
       </guimenuitem></menuchoice> Configuration dialog.</para>
       <para>For this and all other account list sections addressed by this set of
       options, the display will include the account name and current balance, and
       other columns specific to that type of report, and in some cases, as configured
       elsewhere.</para>
       <!-- FIXME - the menu item (or maybe link to actual doc page) should point
            to the actual other config location and perhaps which items for
            which account type. -->
     </listitem>
   </varlistentry>
 
   <varlistentry>
     <term><guilabel>Payment accounts</guilabel></term>
     <listitem>
       <para>This will display all Payment accounts; these include any account into
       which income can be deposited, and/or out of which bills can be paid.</para>
     </listitem>
   </varlistentry>
 
   <varlistentry>
     <term><guilabel>Favorite Reports</guilabel></term>
     <listitem>
       <para>This will display a list of all reports that have been identified as a
       favorite in the Configuration dialog of the Report.  The list ordered
       chronologically by when each report became a favorite.</para>
     </listitem>
   </varlistentry>
 
   <varlistentry>
     <term><guilabel>Forecast (schedule)</guilabel></term>
     <listitem>
       <para>This will display a 30, 60, and 90 day forecast for asset and liability accounts with non zero
       balances and with non reconciled transactions.</para>
       <!-- FIXME What are the real criteria for inclusion in this (and these other) list(s). -->
     </listitem>
   </varlistentry>
 
   <varlistentry>
     <term><guilabel>Net worth forecast</guilabel></term>
     <listitem>
       <para>This will display chart of your forecast net worth for the next 90
       days.</para>
     </listitem>
   </varlistentry>
 
   <!-- FIXME "Forecast (history) removed as apparently not actually used. -->
 
   <varlistentry>
     <term><guilabel>Budget</guilabel></term>
     <listitem>
       <para>This will display a current month summary and overruns for any defined
       budget(s). If no budget is defined, it will display no budget or overruns, with
       the actual current month spending.</para>
     </listitem>
   </varlistentry>
 
   <varlistentry>
     <term><guilabel>Cash Flow</guilabel></term>
     <listitem>
       <para>This will display a Cash Flow Summary analysis for the current month.</para>
     </listitem>
   </varlistentry>
 </variablelist>
 </sect2>
 
 <sect2>
 <title>Homepage/Summary page scaling</title>
 <variablelist>
 
   <varlistentry>
     <term><guilabel>Zoom factor:</guilabel></term>
     <listitem>
       <para>This option allows for the selection of the font size as a percentage to
       fit the Home View based on the user preference.</para>
     </listitem>
   </varlistentry>
 
   <varlistentry>
     <term><guilabel>Remember zoom factor 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
       on the Home page by using the mouse-wheel.</para>
     </listitem>
   </varlistentry>
 </variablelist>
 </sect2>
 
 <sect2>
 <title>Account information display</title>
 <para>These options allow you to customize what information is included in any list
 of accounts.</para>
 <variablelist>
   <varlistentry>
     <term><guilabel>Show account limit information</guilabel></term>
     <listitem>
       <para>Displays the account limit as set in the Account Edit dialog.  It affects
       any list which includes Payment accounts.</para>
     </listitem>
   </varlistentry>
 
   <varlistentry>
     <term><guilabel>Show balance-status of mapped online accounts</guilabel></term>
     <listitem>
       <para>Shows the balance-status of mapped accounts, symbolized by an icon in the
       columns preceding the account name.  A green checkmark indicates the online
       balance and local balance are the same.  A mailbox with a green arrow indicates
       that the local file has transactions newer than the most recent online update.
       This alerts the user to start an online-update.  A red warning sign indicates a
       mismatch between the local file and online-balance.</para>
       <!-- Note: the colors might be different depending on the selected theme
            -->
     </listitem>
   </varlistentry>
 
   <varlistentry>
     <term><guilabel>Show number of not marked transactions per account [!M]</guilabel></term>
     <listitem>
       <para>Inserts an additional column next to the account name, showing the number
       of not marked transactions in the account.</para>
     </listitem>
   </varlistentry>
 
   <varlistentry>
     <term><guilabel>Show number of cleared transactions per account [C]</guilabel></term>
     <listitem>
       <para>Inserts an additional column showing the number of cleared transactions
       for the account.</para>
     </listitem>
   </varlistentry>
 
   <varlistentry>
     <term><guilabel>Show number of not reconciled (not marked + cleared) transactions
     per account [!R]</guilabel></term>
     <listitem>
       <para>Inserts an additional column showing the number of not reconciled
       transactions for the account, &ie;, the sum of all not marked and cleared
       transactions.</para>
     </listitem>
   </varlistentry>
 
   <varlistentry>
     <term><guilabel>Show date of last reconciliation</guilabel></term>
     <listitem>
       <para>Inserts an additional column showing the last reconciliation date for the
       account.</para>
     </listitem>
   </varlistentry>
 </variablelist>
 </sect2>
 </sect1>
 
 <sect1 id="details.settings.register">
 <title>Ledger</title>
 
 <para>
    The following options outlined within this section allow for the modification of the
    transaction register contained within the Ledger view tab.
 </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>Selecting this option displays grid lines in the transaction
       register or Ledger View.  It provides an additional viewing option that
       may make it easier to visualize separate transactions and their component
       parts.</para>
     </listitem>
   </varlistentry>
 
   <varlistentry>
     <term><guilabel>Show all register entries in full detail</guilabel></term>
     <listitem>
       <para>Selecting this option makes the register show all the information
       for all displayed transactions, with separate lines in the Detail Column
       for Category and Tags and for the Memo.  If it is not selected, Category,
       Tags, and Memo will not be displayed.</para>
       <para>This has the same effect as selecting the <link
       linkend="reference.menus.settings.transactiondetail">Show Transaction
       Detail</link> menu option.</para>
     </listitem>
   </varlistentry>
 
   <varlistentry id="details.settings.register.lens">
     <term><guilabel>Use the ledger lens</guilabel></term>
     <listitem>
       <para>Selecting this option displays all the detail lines for the selected
       transaction, even if <guilabel>Show all register entries in full
       detail</guilabel> is not selected.</para>
     </listitem>
   </varlistentry>
 
   <varlistentry>
   <term><guilabel>Show transaction form</guilabel></term>
     <listitem>
       <para>Selecting this option displays the <link
       linkend="details.ledger.transactionform">transaction form</link> at the
       bottom of the register, and that is where you 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.</para>
     </listitem>
   </varlistentry>
 
   <varlistentry>
     <term><guilabel>Always show a No. field</guilabel></term>
     <listitem>
       <para>Always display the number (<quote>No.</quote>) field when entering or
       editing a transaction.  With this enabled you'll be able to check numbers
       entered in this field for checking accounts.</para>
     </listitem>
   </varlistentry>
 
   <varlistentry>
     <term><guilabel>Show group header between transactions</guilabel></term>
     <listitem>
       <para>Selecting this option will display group headers in the register.
       These refer to time periods or milestones such as Last month, Last week,
       This month, Last reconciliation, Next week, and Next Month.</para>
     </listitem>
   </varlistentry>
 
   <varlistentry>
     <term><guilabel>Show header for the previous and current fiscal year
     </guilabel></term>
     <listitem>
       <para>Selecting this option will display group headers in the register for
       the current and the previous fiscal year.</para>
     </listitem>
   </varlistentry>
 
   <varlistentry>
     <term><guilabel>Display overdue schedules with planned date</guilabel></term>
     <listitem>
       <para>Scheduled transactions with future dates are shown in the Ledger
       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.</para>
     </listitem>
   </varlistentry>
 </variablelist>
 </sect2>
 
 <sect2 id="details.settings.register.sorting">
 <title>Sorting tab</title>
 <para>
   These three sections allow you to set the default sort order of transactions
   in the Ledger View.  In all cases, the list on the left shows all the fields
   available for sorting.  To sort on an item, select it (single mouse click) and
   click the right arrow between the two lists.  The list on the right shows all
   the fields which have been selected as part of the sort order for that view.
   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 on it.
 </para>
 <para>
   The fields available for sorting are the same for all three sections: Amount,
   Category, Entry Order (date the transaction was created,) Number, Payee, Post
   date, Reconcile state, Security, and Type.
 </para>
 
 <sect3 id="details.settings.register.sorting.normal">
 <title>Normal view tab</title>
 <para>
   This tab controls the default sort order of the regular Ledger View.
 </para>
 </sect3>
 
 <sect3 id="details.settings.register.sorting.reconciliation">
 <title>Reconciliation view tab</title>
 <para>
   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 <link linkend="details.reconcile">Reconciliation</link>.
 </para>
 </sect3>
 
 <sect3 id="details.settings.register.sorting.search">
 <title>Search view tab</title>
 <para>
   This tab controls the default sort order of the ledger while in the <link linkend="details.search">Search view</link>.
 </para>
 </sect3>
 </sect2>
 
 <sect2 id="details.settings.register.dataentry">
 <title>Data Entry tab</title>
 <para>These options affect the process of creating new transactions.</para>
 
 <variablelist>
   <varlistentry>
     <term><guilabel>Auto increment check number</guilabel></term>
     <listitem>
       <para>Enabling this will automatically increment the check number whenever
       entering a new check transaction.  They have the same effect whether you
       use the Ledger Lens or the Transaction Form.</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.  When disabled, selecting a different
       transaction split will prompt you whether or not to save any
       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.  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.
       </para>
     </listitem>
   </varlistentry>
 
   <varlistentry>
     <term><guilabel>Match names from start</guilabel></term>
     <listitem>
       <para>This option controls <link
       linkend="details.payees.personalinformation.matching">payee
       matching.</link> 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.</para>
     </listitem>
   </varlistentry>
 
   <!--FIXME missing Automatic reconciliation-->
   <varlistentry>
     <term><guilabel>Automatic reconciliation</guilabel></term>
     <listitem>
       <para>This option needs to be documented.
       </para>
     </listitem>
   </varlistentry>
 
   <varlistentry>
     <term><guilabel>Default reconciliation state</guilabel></term>
     <listitem>
       <para>Select the default reconciliation state for new transactions: Not
       reconciled, Cleared, and Reconciled.</para>
     </listitem>
   </varlistentry>
 
   <varlistentry>
     <term><guilabel>Autofill</guilabel></term>
     <listitem>
       <para>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.</para>
       <itemizedlist>
         <listitem>
           <para>No Autofill</para>
           <para>This will deactivate autofill, and you must manually enter all
           details for the new transaction.</para>
         </listitem>
         <listitem>
           <para>Same transaction if amount differs less than percentage set below</para>
           <para>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 transactions differ
           less than X percent from the amount you have entered, they will be
           considered identical, and details from the previous transaction will
           be used to autofill details of the new transaction.  The "X" above is
           specified in the box next to <guilabel>Same transaction if amount
           differs less than</guilabel>, 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 on it.</para>
         </listitem>
         <listitem>
           <para>With previously most often used transaction for the payee</para>
           <para>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.</para>
         </listitem>
       </itemizedlist>
     </listitem>
   </varlistentry>
 
   <varlistentry>
     <term><guilabel>Use memos from previous transaction</guilabel></term>
     <listitem>
       <para>When selected, the memo from the previously entered transaction will
       be automatically entered as the memo for the new transaction.
       </para>
     </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 +/- the given number of days, which can be set from 0 to
       99.</para>
     </listitem>
   </varlistentry>
 
   <varlistentry>
     <term><guilabel>Ask for a new payee's default category</guilabel></term>
     <listitem>
       <para>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.</para>
     </listitem>
   </varlistentry>
 </variablelist>
 </sect2>
 </sect1>
 
 <sect1 id="details.settings.schedules">
 <title>Scheduled Transactions</title>
 
 <para>
   These options allow you to modify the behavior of <link
   linkend="details.schedules">Scheduling Transactions</link>.
 </para>
 
 <sect2>
 <title>Startup options</title>
 <variablelist>
   <varlistentry>
     <term><guilabel>Check schedules upon startup</guilabel></term>
     <listitem>
       <para>Enables checking the schedule upon startup of &kmymoney;.  If
       a scheduled transaction matches the schedule criteria set then &kmymoney;
       will produce a notification requiring handling of the transaction. </para>
     </listitem>
   </varlistentry>
 
   <varlistentry>
     <term><guilabel>Enter transactions this number of days in
     advance</guilabel></term>
     <listitem><para>Specify how many days in advance a scheduled transaction
     should be entered.</para>
     </listitem>
   </varlistentry>
 </variablelist>
 </sect2>
 
 <sect2 id="details.settings.schedules.calendar">
 <title>Processing Days</title>
 <variablelist>
   <varlistentry>
     <term><guilabel>Use holiday calendar for region</guilabel></term>
     <listitem><para>Select the region of the world that best suits your needs.</para>
     </listitem>
   </varlistentry>
 </variablelist>
 </sect2>
 
 <sect2><title></title>
 <variablelist>
   <varlistentry>
     <term><guilabel>Number of days to preview schedules in ledger</guilabel></term>
     <listitem>
       <para>Specify how many days should the scheduled transactions 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.onlinequote">
 <title>Online Quotes</title>
 
 <para>
   These settings modify how financial quotes are retrieved from different online
   sources.  These include both stock, bond, and other equity prices, as well as
   prices for precious metals and currency conversion.
 </para>
 
 <para>
   This tab allows you to change the online quote sources for &kmymoney;.
   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 the <link
   linkend="details.investments.onlinequotes">Online Price Quotes</link> section.
 </para>
 </sect1>
 
 
 <sect1 id="details.settings.colors">
 <title>Colors</title>
 
 <para>
    These section allows you to customize the colors used within &kmymoney;.  If
    <guilabel>Custom colors</guilabel> is not checked, then default colors will
    be used.
 </para>
 
 <para>
    To customize colors check the box Custom colors.
 </para>
 
 <para>
   Modify any of the colors by clicking on the color button, which will open
   color select palette.  This will provide unlimited options in color selection.
   You can select a defined basic color, pick a color by clicking anywhere on the
   screen, input an &HTML; defined color, specify values for Hue, Saturation,
   Value, Red, Green, and Blue.
 
 </para>
 </sect1>
 
 <sect1 id="details.settings.fonts">
 <title>Fonts</title>
 
 <para>
   These options allow you to modify the fonts within the Cell or Header fields.
 </para>
 
 <variablelist>
   <varlistentry>
     <term><guilabel>Use system fonts</guilabel></term>
     <listitem>
       <para>Select this to use system fonts. Deselecting this option allows the select
       the fonts of your choice.</para>
     </listitem>
   </varlistentry>
 
   <varlistentry>
     <term><guilabel>Cell font</guilabel></term>
     <listitem>
       <para>Specify the custom font to use within each cell of the registers.</para>
     </listitem>
   </varlistentry>
 
   <varlistentry>
     <term><guilabel>Header font</guilabel></term>
     <listitem>
       <para>Specify the custom font to use for the headers of each view within the register.</para>
     </listitem>
   </varlistentry>
 </variablelist>
 </sect1>
 
 <sect1 id="details.settings.icons">
 <title>Icons</title>
 
 <para>
   This option allows for the selection of icons that will be displayed.
 </para>
 
 <variablelist>
   <varlistentry>
     <term><guilabel>Individual icon settings</guilabel></term>
     <listitem>
       <para>Using the pull-down menu there is a selection of available icons available for use.
       Additional icons may be available for downloading and use depending on the operating
       system installed.</para>
     </listitem>
   </varlistentry>
 </variablelist>
 </sect1>
 
 <sect1 id="details.settings.plugins">
 <title>Plugins</title>
 
 <para>
   This section provides information about the available plugins, and allow you
   to modify the behavior of installed plugins.  Note that the list of plugins
   displayed will depend on which plugins &kmymoney; found when it started.  It
   does not matter whether the plugin was compiled as part of the application or
   added as a separate package.
   <screenshot>
         <screeninfo>Configure Plugins</screeninfo>
         <mediaobject>
         <imageobject>
         <imagedata fileref="configure_plugins.png" format="PNG" />
         </imageobject>
         <textobject>
         <phrase>Configure Plugins</phrase>
         </textobject>
         </mediaobject>
   </screenshot>
   Every plugin can be enabled or disabled, according to the state of the
   checkbox next to the name of the plugin.  In addition, at the right, there is
   also an <guibutton>information</guibutton> (&infoicon;) button for each, which
   will show the plugin version and author.  For some plugins, further
   information on configuring and using it may be found by clicking the
   configure, or tool icon just to the left of the information button.  There is
   only one plugin that requires configuration, and that is the Check printing
   plugin.
 </para>
 
 <sect2 id="details.settings.plugins.printchecks">
 <title>Check printing plugin</title>
 
 <para>
   As one example, there is a plugin for printing checks, which
   is included with the source of &kmymoney;, and should always be
   enabled.  It allows printing of a check based on the data from a selected
   transaction, with the layout controlled by an &HTML; template. You need to use a
   template which is matched to your pre-printed checks.  A default, built-in
   template is provided. You may also choose a custom template. To do so, click on
   the <guibutton>configure</guibutton> (&configicon;) button to get the
   <guilabel>Check printing</guilabel> configuration dialog displayed.  At the top
   you can check the box to use a custom template.  To the right of that is a
   button which brings up a file chooser, to select an alternate template file.
 </para>
 
 <para>
   A template file is an &HTML; file, in which specific strings are used to
   reference the fields from the transaction and from the current account and
   institution to show where they will be printed on the check.  &kmymoney;
   ships with a default, built-in template.  At <ulink url="https://invent.kde.org/office/kmymoney/-/blob/master/kmymoney/plugins/checkprinting/templates/">this</ulink>
   address you can find the HTML source file of default template, as well as some
   additional templates.  You should either be able to use one of them, or modify
   one to suit your needs.  Note that only a <emphasis>subset</emphasis> of the
   HTML standard is supported — the detailed documentation on that can be found
   <ulink url="https://doc.qt.io/qt-5/richtext-html-subset.html">here</ulink>.
 </para>
 
 
 <!-- info from source code on substitution variables
     // data about the user
     checkHTML.replace("$OWNER_NAME", file->user().name());
     checkHTML.replace("$OWNER_ADDRESS", file->user().address());
     checkHTML.replace("$OWNER_CITY", file->user().city());
     checkHTML.replace("$OWNER_STATE", file->user().state());
     // data about the account institution
     checkHTML.replace("$INSTITUTION_NAME", institution.name());
     checkHTML.replace("$INSTITUTION_STREET", institution.street());
     checkHTML.replace("$INSTITUTION_TELEPHONE", institution.telephone());
     checkHTML.replace("$INSTITUTION_TOWN", institution.town());
     checkHTML.replace("$INSTITUTION_CITY", institution.city());
     checkHTML.replace("$INSTITUTION_POSTCODE", institution.postcode());
     checkHTML.replace("$INSTITUTION_MANAGER", institution.manager());
     // data about the transaction
     checkHTML.replace("$DATE", KGlobal::locale()->formatDate(QDate::currentDate(), KLocale::LongDate));
     checkHTML.replace("$CHECK_NUMBER", (*it).split().number());
     checkHTML.replace("$PAYEE_NAME", file->payee((*it).split().payeeId()).name());
     checkHTML.replace("$PAYEE_ADDRESS", file->payee((*it).split().payeeId()).address());
     checkHTML.replace("$PAYEE_CITY", file->payee((*it).split().payeeId()).city());
     checkHTML.replace("$PAYEE_POSTCODE", file->payee((*it).split().payeeId()).postcode());
     checkHTML.replace("$PAYEE_STATE", file->payee((*it).split().payeeId()).state());
     checkHTML.replace("$AMOUNT_STRING", converter.convert((*it).split().shares().abs()));
     checkHTML.replace("$AMOUNT_DECIMAL", MyMoneyUtils::formatMoney((*it).split().shares().abs(), currency));
     checkHTML.replace("$MEMO", (*it).split().memo());
 -->
 
 
 </sect2>
 <sect2 id="details.settings.plugins.kbanking">
 <title>KBanking</title>
 
 <para>
   This plugins adds support for HBCI/FinTs, OFX and PayPal online banking to KMyMoney.
   After this plugin has been enabled, online banking can be configured in the
   <link linkend="reference.menus.settings.help">Settings</link> menu.
 </para>
 
 </sect2>
 </sect1>
 </chapter>