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0001 <?xml version="1.0" encoding="UTF-8"?> 0002 <chapter id="details.settings"> 0003 <chapterinfo> 0004 <authorgroup> 0005 <author> &Roger.Lum; &Roger.Lum.mail; </author> 0006 <author> 0007 <personname><firstname>Michael</firstname><surname>Carpino</surname></personname> 0008 <email>mfcarpino@gmail.com</email> 0009 </author> 0010 <author> &Jack.H.Ostroff; &Jack.H.Ostroff.mail; </author> 0011 </authorgroup> 0012 <date>2019-03-31</date> 0013 <releaseinfo>5.0.3</releaseinfo> 0014 </chapterinfo> 0015 0016 <title>&kmymoney; Settings</title> 0017 0018 <para> 0019 The settings described below modify the behavior of &kmymoney;, allowing you 0020 to customize it to meet the needs of your unique financial affairs, and to 0021 modify its look and feel to match your personality. These settings can be 0022 changed through <menuchoice><guimenu>Settings</guimenu><guimenuitem>Configure 0023 &kmymoney;...</guimenuitem></menuchoice> menu item or by using the keyboard 0024 shortcut <keycombo action="simul">&Ctrl; &Shift;<keycap>,</keycap></keycombo>. 0025 In order for any changes to take effect the <guibutton>Apply</guibutton> 0026 button must be clicked. 0027 </para> 0028 0029 <para> 0030 On the left of the settings dialog is a list of icons and labels, each 0031 representing a particular area of the program. When you click on one of 0032 those icons, the right part of the dialog will display controls for 0033 configuring that area of the program, often divided into several tabs. 0034 </para> 0035 0036 <sect1 id="details.settings.general"> 0037 <title>General</title> 0038 0039 <sect2 id="details.settings.general.global"> 0040 <title>Global tab</title> 0041 0042 <variablelist> 0043 <varlistentry> 0044 <term><guilabel>Startup options</guilabel></term> 0045 <listitem> 0046 <para>If you check the <guilabel>Show splash screen</guilabel> box, 0047 &kmymoney; will display the splash screen when &kmymoney; starts. The splash 0048 screen shows which version of the program you are running in the lower 0049 left hand corner. Unchecking the box prevents the splash screen from 0050 appearing at startup.</para> 0051 </listitem> 0052 </varlistentry> 0053 0054 <varlistentry> 0055 <term><guilabel>Autosave options</guilabel></term> 0056 <!-- I would prefer to use a more consistent hierarchy and use of levels on this 0057 page, but for now, I'm minimizing changes. --> 0058 <listitem> 0059 <para>Checking the <guilabel>Autosave periodically</guilabel> box instructs 0060 &kmymoney; to autosave your files at a defined interval. The default value is 0061 10 minutes. You can change this setting from 0 (backup immediately after 0062 entering a transaction) up to 60 minutes.</para> 0063 0064 <para>Checking the <guilabel>Autosave when file is modified upon close</guilabel> box 0065 instructs &kmymoney; to autosave your file when the program is closed. You also have the 0066 option upon closing the program to backup your &kmymoney; file. The Number of backup to 0067 keep can be set at 0 (Off) upto to 20 backups. Any backup files will be stored in the same 0068 folder as the main file. They will be labeled sequentially with 1 being the most current.</para> 0069 </listitem> 0070 </varlistentry> 0071 0072 <varlistentry> 0073 <term><guilabel>Fiscal Year</guilabel></term> 0074 <listitem> 0075 <para>Enter the day and month of your fiscal year. This value is used for 0076 budgets and some reports.</para> 0077 </listitem> 0078 </varlistentry> 0079 0080 <varlistentry> 0081 <term><guilabel>External programs</guilabel></term> 0082 <listitem> 0083 <para>This setting does not directly affect the operation of &kmymoney;, 0084 but provides a convenient way to launch any external utility, such as an 0085 advanced calculator. The first step is to enter the full path to your 0086 chosen program in the <guilabel>Calculator</guilabel> text box. There are 0087 then two ways to launch the program.</para> 0088 <para>First, you can use 0089 <menuchoice><guimenu>Settings</guimenu><guimenuitem>Configure 0090 Toolbars...</guimenuitem></menuchoice> menu item to place the 0091 <guilabel>Calculator</guilabel> icon on the Toolbar. Then, when you click 0092 that icon on the Toolbar, &kmymoney; will launch the selected 0093 application.</para> 0094 <!-- FIXME since the Settings menu is deferred to the Frameworks docs and 0095 not explicitly described in this manual, it would at least be nice to 0096 refer to the actual Calculator icon here, but I cannot find the 0097 source png. It might also be nice to have a link to Settings Menu 0098 doc page. --> 0099 <para>Second, you can use 0100 <menuchoice><guimenu>Settings</guimenu><guimenuitem>Configure 0101 Shortcuts...</guimenuitem></menuchoice> menu item to set a custom keyboard 0102 shortcut. (The entry is under &kmymoney;/Calculator in that list.) You can 0103 then use that shortcut to launch the application.</para> 0104 <!-- FIXME is not currently possible to launch the calculator from some menu 0105 item. I have filed a wishlist, and when implemented, it should be 0106 described here, probably as the first choice. --> 0107 <para> 0108 </para> 0109 </listitem> 0110 </varlistentry> 0111 </variablelist> 0112 </sect2> 0113 0114 <sect2 id="details.settings.general.views"> 0115 <title>Views tab</title> 0116 0117 <variablelist> 0118 <varlistentry> 0119 <term><guilabel>Startup page options</guilabel></term> 0120 <listitem> 0121 <para>When &kmymoney; starts up, this option indicates whether to start 0122 with the Home View or with the view displayed when the program was last 0123 closed.</para> 0124 </listitem> 0125 </varlistentry> 0126 0127 <varlistentry> 0128 <term><guilabel>Type of the &kmymoney; view</guilabel></term> 0129 <listitem> 0130 <para> You can select one of three general layouts for &kmymoney; to use. If 0131 you select the List or Tree view, the icons and their labels will be located at 0132 the left side of the window. The List view displays larger icons while the Tree 0133 view has smaller icons. The Tabbed view locates the icons and labels across 0134 the top of the window.</para> 0135 </listitem> 0136 </varlistentry> 0137 0138 <varlistentry> 0139 <term><guilabel>Show title bar on each page</guilabel></term> 0140 <listitem> 0141 <para>Checking this box will display the blue &kmymoney; title bar across the 0142 top of each page. Unchecking it will remove the title bar and provide a larger 0143 area for viewing the content of each page.</para> 0144 </listitem> 0145 </varlistentry> 0146 0147 <varlistentry> 0148 <term><guilabel>Synchronize account selection of ledger and investment 0149 view</guilabel></term> 0150 <listitem> 0151 <para>If this option is selected, the accounts displayed in the Ledger View and 0152 Investment View will be synchronized, meaning if you change the account 0153 displayed in one of the views, and then switch to the other view, the 0154 information for the same account will be displayed. This increases the 0155 efficiency of navigating between these 2 tab views. If it is not selected, 0156 selecting either of those views will show the same account previously selected 0157 in that view, regardless of the account selected in the other view.</para> 0158 </listitem> 0159 </varlistentry> 0160 </variablelist> 0161 </sect2> 0162 0163 <sect2 id="details.settings.general.filter"> 0164 <title>Filter tab</title> 0165 0166 <sect3> 0167 <title>Accounts / Categories</title> 0168 <variablelist> 0169 <varlistentry> 0170 <term><guilabel>Do not show unused categories</guilabel></term> 0171 <listitem> 0172 <para>Checking this box hides unused categories in the Categories View. A 0173 hidden category is still available should a transaction require it. By typing 0174 a hidden category in the ledger it will become available for use.</para> 0175 </listitem> 0176 </varlistentry> 0177 0178 <varlistentry> 0179 <term><guilabel>Show equity accounts</guilabel></term> 0180 <listitem> 0181 <para>By default, equity accounts are hidden in the Accounts View. Selecting 0182 this option will display the equity accounts in the Accounts View. Equity 0183 accounts are used to track individual equities or investments held in an 0184 Investment Account. This should not be confused with the top level 0185 <emphasis>Equity</emphasis> group of accounts, which includes the account(s) 0186 which contain the opening balances for other accounts.</para> 0187 </listitem> 0188 </varlistentry> 0189 0190 <varlistentry> 0191 <term><guilabel>Show categories in the accounts list view</guilabel></term> 0192 <listitem> 0193 <para>By default, Categories are hidden in the Accounts View. Selecting this 0194 option will display the Categories in the Accounts View.</para> 0195 </listitem> 0196 </varlistentry> 0197 0198 <varlistentry> 0199 <term><guilabel>Do not show zero balance equities</guilabel></term> 0200 <listitem> 0201 <para>Checking this option will remove any zero balance equity accounts from 0202 appearing in the Accounts View.</para> 0203 </listitem> 0204 </varlistentry> 0205 </variablelist> 0206 </sect3> 0207 0208 <sect3> 0209 <title>Schedules</title> 0210 <variablelist> 0211 <varlistentry> 0212 <term><guilabel>Do not show finished schedules</guilabel></term> 0213 <listitem> 0214 <para>Checking this box will hide all finished schedules from appearing in the 0215 Scheduled transaction View.</para> 0216 </listitem> 0217 </varlistentry> 0218 </variablelist> 0219 </sect3> 0220 0221 <sect3> 0222 <title>Transactions</title> 0223 <variablelist> 0224 <varlistentry> 0225 <term><guilabel>Do not show transaction prior to</guilabel></term> 0226 <listitem> 0227 <para>Transactions prior to the date entered here will not be displayed in the 0228 Ledger View. This can be useful if your data includes many years of 0229 transactions; setting this to one or two years ago hides older 0230 transactions.</para> 0231 <para>Setting this option to January 1, 1900 (the default value) is a good way 0232 to debug date-related data import problems, in case some dates were erroneously 0233 very far in the past.</para> 0234 </listitem> 0235 </varlistentry> 0236 0237 <varlistentry> 0238 <term><guilabel>Do not show reconciled transactions</guilabel></term> 0239 <listitem> 0240 <para>Checking this box will filter transactions by reconciliation state. 0241 Transactions that are marked as <emphasis>Reconciled</emphasis> will not be 0242 shown in the Ledger View.</para> 0243 </listitem> 0244 </varlistentry> 0245 </variablelist> 0246 </sect3> 0247 </sect2> 0248 </sect1> 0249 0250 <sect1 id="details.settings.home"> 0251 <title>Home</title> 0252 0253 <sect2> 0254 <title>Home page display sections</title> 0255 <para> 0256 These options allow you to customize the appearance of the <link 0257 linkend="firsttime.mainwindow">Home View</link> (also called the Home Page or Main 0258 Window) by choosing which information to display there and the order in which it 0259 appears. Selected sections can be reordered by clicking the respective 0260 <guibutton>Up</guibutton> or <guibutton>Down</guibutton> button. 0261 </para> 0262 <!-- FIXME Many of these sections need a <link> to the doc section actually 0263 describing the content. --> 0264 0265 <variablelist> 0266 <varlistentry> 0267 <term><guilabel>Assets and Liabilities</guilabel></term> 0268 <listitem> 0269 <para>This will display the asset and liability accounts that are open along 0270 with their current balances. This and other account lists on the Home Page are 0271 sorted in alphabetical order, unless otherwise noted.</para> 0272 </listitem> 0273 </varlistentry> 0274 0275 <varlistentry> 0276 <term><guilabel>Payments</guilabel></term> 0277 <listitem> 0278 <para>This will display upcoming occurrences of Scheduled transactions, 0279 distinguishing Overdue payments from Future payments. It shows the date, 0280 schedule name, account and amount of the payment, and the account balance after 0281 the payment. By default it will show up to six transaction. If six are 0282 displayed, there is a link you can select to show more, up to 30 days in 0283 advance.</para> 0284 </listitem> 0285 </varlistentry> 0286 0287 <varlistentry> 0288 <term><guilabel>Preferred accounts</guilabel></term> 0289 <listitem> 0290 <para>This will display the accounts that are identified as Preferred accounts 0291 within the <menuchoice><guimenu>Account</guimenu><guimenuitem>Edit account... 0292 </guimenuitem></menuchoice> Configuration dialog.</para> 0293 <para>For this and all other account list sections addressed by this set of 0294 options, the display will include the account name and current balance, and 0295 other columns specific to that type of report, and in some cases, as configured 0296 elsewhere.</para> 0297 <!-- FIXME - the menu item (or maybe link to actual doc page) should point 0298 to the actual other config location and perhaps which items for 0299 which account type. --> 0300 </listitem> 0301 </varlistentry> 0302 0303 <varlistentry> 0304 <term><guilabel>Payment accounts</guilabel></term> 0305 <listitem> 0306 <para>This will display all Payment accounts; these include any account into 0307 which income can be deposited, and/or out of which bills can be paid.</para> 0308 </listitem> 0309 </varlistentry> 0310 0311 <varlistentry> 0312 <term><guilabel>Favorite Reports</guilabel></term> 0313 <listitem> 0314 <para>This will display a list of all reports that have been identified as a 0315 favorite in the Configuration dialog of the Report. The list ordered 0316 chronologically by when each report became a favorite.</para> 0317 </listitem> 0318 </varlistentry> 0319 0320 <varlistentry> 0321 <term><guilabel>Forecast (schedule)</guilabel></term> 0322 <listitem> 0323 <para>This will display a 30, 60, and 90 day forecast for asset and liability accounts with non zero 0324 balances and with non reconciled transactions.</para> 0325 <!-- FIXME What are the real criteria for inclusion in this (and these other) list(s). --> 0326 </listitem> 0327 </varlistentry> 0328 0329 <varlistentry> 0330 <term><guilabel>Net worth forecast</guilabel></term> 0331 <listitem> 0332 <para>This will display chart of your forecast net worth for the next 90 0333 days.</para> 0334 </listitem> 0335 </varlistentry> 0336 0337 <!-- FIXME "Forecast (history) removed as apparently not actually used. --> 0338 0339 <varlistentry> 0340 <term><guilabel>Budget</guilabel></term> 0341 <listitem> 0342 <para>This will display a current month summary and overruns for any defined 0343 budget(s). If no budget is defined, it will display no budget or overruns, with 0344 the actual current month spending.</para> 0345 </listitem> 0346 </varlistentry> 0347 0348 <varlistentry> 0349 <term><guilabel>Cash Flow</guilabel></term> 0350 <listitem> 0351 <para>This will display a Cash Flow Summary analysis for the current month.</para> 0352 </listitem> 0353 </varlistentry> 0354 </variablelist> 0355 </sect2> 0356 0357 <sect2> 0358 <title>Homepage/Summary page scaling</title> 0359 <variablelist> 0360 0361 <varlistentry> 0362 <term><guilabel>Zoom factor:</guilabel></term> 0363 <listitem> 0364 <para>This option allows for the selection of the font size as a percentage to 0365 fit the Home View based on the user preference.</para> 0366 </listitem> 0367 </varlistentry> 0368 0369 <varlistentry> 0370 <term><guilabel>Remember zoom factor when leaving the program if manually changed 0371 with mouse-wheel</guilabel></term> 0372 <listitem> 0373 <para>Selecting this will save your font size preference if you have changed it 0374 on the Home page by using the mouse-wheel.</para> 0375 </listitem> 0376 </varlistentry> 0377 </variablelist> 0378 </sect2> 0379 0380 <sect2> 0381 <title>Account information display</title> 0382 <para>These options allow you to customize what information is included in any list 0383 of accounts.</para> 0384 <variablelist> 0385 <varlistentry> 0386 <term><guilabel>Show account limit information</guilabel></term> 0387 <listitem> 0388 <para>Displays the account limit as set in the Account Edit dialog. It affects 0389 any list which includes Payment accounts.</para> 0390 </listitem> 0391 </varlistentry> 0392 0393 <varlistentry> 0394 <term><guilabel>Show balance-status of mapped online accounts</guilabel></term> 0395 <listitem> 0396 <para>Shows the balance-status of mapped accounts, symbolized by an icon in the 0397 columns preceding the account name. A green checkmark indicates the online 0398 balance and local balance are the same. A mailbox with a green arrow indicates 0399 that the local file has transactions newer than the most recent online update. 0400 This alerts the user to start an online-update. A red warning sign indicates a 0401 mismatch between the local file and online-balance.</para> 0402 <!-- Note: the colors might be different depending on the selected theme 0403 --> 0404 </listitem> 0405 </varlistentry> 0406 0407 <varlistentry> 0408 <term><guilabel>Show number of not marked transactions per account [!M]</guilabel></term> 0409 <listitem> 0410 <para>Inserts an additional column next to the account name, showing the number 0411 of not marked transactions in the account.</para> 0412 </listitem> 0413 </varlistentry> 0414 0415 <varlistentry> 0416 <term><guilabel>Show number of cleared transactions per account [C]</guilabel></term> 0417 <listitem> 0418 <para>Inserts an additional column showing the number of cleared transactions 0419 for the account.</para> 0420 </listitem> 0421 </varlistentry> 0422 0423 <varlistentry> 0424 <term><guilabel>Show number of not reconciled (not marked + cleared) transactions 0425 per account [!R]</guilabel></term> 0426 <listitem> 0427 <para>Inserts an additional column showing the number of not reconciled 0428 transactions for the account, &ie;, the sum of all not marked and cleared 0429 transactions.</para> 0430 </listitem> 0431 </varlistentry> 0432 0433 <varlistentry> 0434 <term><guilabel>Show date of last reconciliation</guilabel></term> 0435 <listitem> 0436 <para>Inserts an additional column showing the last reconciliation date for the 0437 account.</para> 0438 </listitem> 0439 </varlistentry> 0440 </variablelist> 0441 </sect2> 0442 </sect1> 0443 0444 <sect1 id="details.settings.register"> 0445 <title>Ledger</title> 0446 0447 <para> 0448 The following options outlined within this section allow for the modification of the 0449 transaction register contained within the Ledger view tab. 0450 </para> 0451 0452 <sect2 id="details.settings.register.display"> 0453 <title>Display tab</title> 0454 0455 <variablelist> 0456 <varlistentry> 0457 <term><guilabel>Show a grid in the register</guilabel></term> 0458 <listitem> 0459 <para>Selecting this option displays grid lines in the transaction 0460 register or Ledger View. It provides an additional viewing option that 0461 may make it easier to visualize separate transactions and their component 0462 parts.</para> 0463 </listitem> 0464 </varlistentry> 0465 0466 <varlistentry> 0467 <term><guilabel>Show all register entries in full detail</guilabel></term> 0468 <listitem> 0469 <para>Selecting this option makes the register show all the information 0470 for all displayed transactions, with separate lines in the Detail Column 0471 for Category and Tags and for the Memo. If it is not selected, Category, 0472 Tags, and Memo will not be displayed.</para> 0473 <para>This has the same effect as selecting the <link 0474 linkend="reference.menus.settings.transactiondetail">Show Transaction 0475 Detail</link> menu option.</para> 0476 </listitem> 0477 </varlistentry> 0478 0479 <varlistentry id="details.settings.register.lens"> 0480 <term><guilabel>Use the ledger lens</guilabel></term> 0481 <listitem> 0482 <para>Selecting this option displays all the detail lines for the selected 0483 transaction, even if <guilabel>Show all register entries in full 0484 detail</guilabel> is not selected.</para> 0485 </listitem> 0486 </varlistentry> 0487 0488 <varlistentry> 0489 <term><guilabel>Show transaction form</guilabel></term> 0490 <listitem> 0491 <para>Selecting this option displays the <link 0492 linkend="details.ledger.transactionform">transaction form</link> at the 0493 bottom of the register, and that is where you edit a transaction. If the 0494 transaction form is not displayed, you edit a transaction within the 0495 ledger itself. With this option enabled fewer transactions are visible in 0496 the ledger, compared to when it is disabled.</para> 0497 </listitem> 0498 </varlistentry> 0499 0500 <varlistentry> 0501 <term><guilabel>Always show a No. field</guilabel></term> 0502 <listitem> 0503 <para>Always display the number (<quote>No.</quote>) field when entering or 0504 editing a transaction. With this enabled you'll be able to check numbers 0505 entered in this field for checking accounts.</para> 0506 </listitem> 0507 </varlistentry> 0508 0509 <varlistentry> 0510 <term><guilabel>Show group header between transactions</guilabel></term> 0511 <listitem> 0512 <para>Selecting this option will display group headers in the register. 0513 These refer to time periods or milestones such as Last month, Last week, 0514 This month, Last reconciliation, Next week, and Next Month.</para> 0515 </listitem> 0516 </varlistentry> 0517 0518 <varlistentry> 0519 <term><guilabel>Show header for the previous and current fiscal year 0520 </guilabel></term> 0521 <listitem> 0522 <para>Selecting this option will display group headers in the register for 0523 the current and the previous fiscal year.</para> 0524 </listitem> 0525 </varlistentry> 0526 0527 <varlistentry> 0528 <term><guilabel>Display overdue schedules with planned date</guilabel></term> 0529 <listitem> 0530 <para>Scheduled transactions with future dates are shown in the Ledger 0531 View for the relevant account. When the date passes, and a scheduled 0532 transaction becomes overdue, it is no longer shown in the ledger, unless 0533 this option is selected.</para> 0534 </listitem> 0535 </varlistentry> 0536 </variablelist> 0537 </sect2> 0538 0539 <sect2 id="details.settings.register.sorting"> 0540 <title>Sorting tab</title> 0541 <para> 0542 These three sections allow you to set the default sort order of transactions 0543 in the Ledger View. In all cases, the list on the left shows all the fields 0544 available for sorting. To sort on an item, select it (single mouse click) and 0545 click the right arrow between the two lists. The list on the right shows all 0546 the fields which have been selected as part of the sort order for that view. 0547 You can adjust the relative order of the fields by selecting one and adjusting 0548 its position in the list using the up and down arrows to the right of the 0549 list. You can switch between ascending and descending sort for any item 0550 by double clicking on it. 0551 </para> 0552 <para> 0553 The fields available for sorting are the same for all three sections: Amount, 0554 Category, Entry Order (date the transaction was created,) Number, Payee, Post 0555 date, Reconcile state, Security, and Type. 0556 </para> 0557 0558 <sect3 id="details.settings.register.sorting.normal"> 0559 <title>Normal view tab</title> 0560 <para> 0561 This tab controls the default sort order of the regular Ledger View. 0562 </para> 0563 </sect3> 0564 0565 <sect3 id="details.settings.register.sorting.reconciliation"> 0566 <title>Reconciliation view tab</title> 0567 <para> 0568 This tab controls the default sort order of the ledger while in the 0569 Reconciliation view. This is the display of transactions shown during the 0570 process of <link linkend="details.reconcile">Reconciliation</link>. 0571 </para> 0572 </sect3> 0573 0574 <sect3 id="details.settings.register.sorting.search"> 0575 <title>Search view tab</title> 0576 <para> 0577 This tab controls the default sort order of the ledger while in the <link linkend="details.search">Search view</link>. 0578 </para> 0579 </sect3> 0580 </sect2> 0581 0582 <sect2 id="details.settings.register.dataentry"> 0583 <title>Data Entry tab</title> 0584 <para>These options affect the process of creating new transactions.</para> 0585 0586 <variablelist> 0587 <varlistentry> 0588 <term><guilabel>Auto increment check number</guilabel></term> 0589 <listitem> 0590 <para>Enabling this will automatically increment the check number whenever 0591 entering a new check transaction. They have the same effect whether you 0592 use the Ledger Lens or the Transaction Form.</para> 0593 </listitem> 0594 </varlistentry> 0595 0596 <varlistentry> 0597 <term><guilabel>Keep changes when selecting a different 0598 transaction/split</guilabel></term> 0599 <listitem> 0600 <para>When enabled, selecting a different transaction or split will save 0601 edits to the current transaction. When disabled, selecting a different 0602 transaction split will prompt you whether or not to save any 0603 changes.</para> 0604 </listitem> 0605 </varlistentry> 0606 0607 <varlistentry> 0608 <term><guilabel>Use Enter to move between fields</guilabel></term> 0609 <listitem> 0610 <para>When enabled, pressing &Enter; will change the focus to the next field 0611 of the transaction. When in the last field, the transaction will be 0612 saved. When disabled, navigation between fields would occur by using the 0613 	 key or the mouse. Pressing the &Enter; key would save the transaction, 0614 no matter which field is currently in focus. 0615 </para> 0616 </listitem> 0617 </varlistentry> 0618 0619 <varlistentry> 0620 <term><guilabel>Match names from start</guilabel></term> 0621 <listitem> 0622 <para>This option controls <link 0623 linkend="details.payees.personalinformation.matching">payee 0624 matching.</link> When enabled, payee names will always be matched from the 0625 start. When disabled, any substring will be matched. Also, when enabled 0626 additional options for matching can be established in the Matching Tab of 0627 the Payees View.</para> 0628 </listitem> 0629 </varlistentry> 0630 0631 <!--FIXME missing Automatic reconciliation--> 0632 <varlistentry> 0633 <term><guilabel>Automatic reconciliation</guilabel></term> 0634 <listitem> 0635 <para>This option needs to be documented. 0636 </para> 0637 </listitem> 0638 </varlistentry> 0639 0640 <varlistentry> 0641 <term><guilabel>Default reconciliation state</guilabel></term> 0642 <listitem> 0643 <para>Select the default reconciliation state for new transactions: Not 0644 reconciled, Cleared, and Reconciled.</para> 0645 </listitem> 0646 </varlistentry> 0647 0648 <varlistentry> 0649 <term><guilabel>Autofill</guilabel></term> 0650 <listitem> 0651 <para>This option allows you to select the desired behavior for autofill. 0652 This controls which, if any, previous transactions for the same payee are 0653 displayed, and which, if any, of those transactions are used to auto-fill 0654 details of the new transaction.</para> 0655 <itemizedlist> 0656 <listitem> 0657 <para>No Autofill</para> 0658 <para>This will deactivate autofill, and you must manually enter all 0659 details for the new transaction.</para> 0660 </listitem> 0661 <listitem> 0662 <para>Same transaction if amount differs less than percentage set below</para> 0663 <para>With this option selected, when you enter a new transaction, 0664 &kmymoney; will display a list of previous transactions for the same 0665 payee and account. If the amount of a previous transactions differ 0666 less than X percent from the amount you have entered, they will be 0667 considered identical, and details from the previous transaction will 0668 be used to autofill details of the new transaction. The "X" above is 0669 specified in the box next to <guilabel>Same transaction if amount 0670 differs less than</guilabel>, and can range from 0 to 100%. If the 0671 percentage is 0, all previous transactions for the payee and account 0672 will be displayed, and you can select one of those transactions to use 0673 for autofill by clicking on it.</para> 0674 </listitem> 0675 <listitem> 0676 <para>With previously most often used transaction for the payee</para> 0677 <para>With this option selected, when you enter new transaction, 0678 &kmymoney; will fill in all the transaction details based on the 0679 previously most often used transaction for the selected payee.</para> 0680 </listitem> 0681 </itemizedlist> 0682 </listitem> 0683 </varlistentry> 0684 0685 <varlistentry> 0686 <term><guilabel>Use memos from previous transaction</guilabel></term> 0687 <listitem> 0688 <para>When selected, the memo from the previously entered transaction will 0689 be automatically entered as the memo for the new transaction. 0690 </para> 0691 </listitem> 0692 </varlistentry> 0693 </variablelist> 0694 </sect2> 0695 0696 <sect2 id="details.settings.register.import"> 0697 <title>Import tab</title> 0698 0699 <variablelist> 0700 <varlistentry> 0701 <term><guilabel>Match transaction within days</guilabel></term> 0702 <listitem> 0703 <para>Search for matching transactions within the range of the imported 0704 transaction +/- the given number of days, which can be set from 0 to 0705 99.</para> 0706 </listitem> 0707 </varlistentry> 0708 0709 <varlistentry> 0710 <term><guilabel>Ask for a new payee's default category</guilabel></term> 0711 <listitem> 0712 <para>If this option is selected, whenever a new payee is detected during 0713 an import, the user will be asked for the default category for the 0714 payee.</para> 0715 </listitem> 0716 </varlistentry> 0717 </variablelist> 0718 </sect2> 0719 </sect1> 0720 0721 <sect1 id="details.settings.schedules"> 0722 <title>Scheduled Transactions</title> 0723 0724 <para> 0725 These options allow you to modify the behavior of <link 0726 linkend="details.schedules">Scheduling Transactions</link>. 0727 </para> 0728 0729 <sect2> 0730 <title>Startup options</title> 0731 <variablelist> 0732 <varlistentry> 0733 <term><guilabel>Check schedules upon startup</guilabel></term> 0734 <listitem> 0735 <para>Enables checking the schedule upon startup of &kmymoney;. If 0736 a scheduled transaction matches the schedule criteria set then &kmymoney; 0737 will produce a notification requiring handling of the transaction. </para> 0738 </listitem> 0739 </varlistentry> 0740 0741 <varlistentry> 0742 <term><guilabel>Enter transactions this number of days in 0743 advance</guilabel></term> 0744 <listitem><para>Specify how many days in advance a scheduled transaction 0745 should be entered.</para> 0746 </listitem> 0747 </varlistentry> 0748 </variablelist> 0749 </sect2> 0750 0751 <sect2 id="details.settings.schedules.calendar"> 0752 <title>Processing Days</title> 0753 <variablelist> 0754 <varlistentry> 0755 <term><guilabel>Use holiday calendar for region</guilabel></term> 0756 <listitem><para>Select the region of the world that best suits your needs.</para> 0757 </listitem> 0758 </varlistentry> 0759 </variablelist> 0760 </sect2> 0761 0762 <sect2><title></title> 0763 <variablelist> 0764 <varlistentry> 0765 <term><guilabel>Number of days to preview schedules in ledger</guilabel></term> 0766 <listitem> 0767 <para>Specify how many days should the scheduled transactions show up in the 0768 ledger.</para> 0769 <para>The scheduled transactions will be listed in the ledger. You can 0770 enter or skip the scheduled transactions by right-clicking on 0771 them.</para> 0772 </listitem> 0773 </varlistentry> 0774 </variablelist> 0775 </sect2> 0776 </sect1> 0777 0778 <sect1 id="details.settings.onlinequote"> 0779 <title>Online Quotes</title> 0780 0781 <para> 0782 These settings modify how financial quotes are retrieved from different online 0783 sources. These include both stock, bond, and other equity prices, as well as 0784 prices for precious metals and currency conversion. 0785 </para> 0786 0787 <para> 0788 This tab allows you to change the online quote sources for &kmymoney;. 0789 Generally speaking, this is an advanced feature, and should only be attempted 0790 by the most technically adept users. 0791 </para> 0792 0793 <para> 0794 For more details, please refer to the <link 0795 linkend="details.investments.onlinequotes">Online Price Quotes</link> section. 0796 </para> 0797 </sect1> 0798 0799 0800 <sect1 id="details.settings.colors"> 0801 <title>Colors</title> 0802 0803 <para> 0804 These section allows you to customize the colors used within &kmymoney;. If 0805 <guilabel>Custom colors</guilabel> is not checked, then default colors will 0806 be used. 0807 </para> 0808 0809 <para> 0810 To customize colors check the box Custom colors. 0811 </para> 0812 0813 <para> 0814 Modify any of the colors by clicking on the color button, which will open 0815 color select palette. This will provide unlimited options in color selection. 0816 You can select a defined basic color, pick a color by clicking anywhere on the 0817 screen, input an &HTML; defined color, specify values for Hue, Saturation, 0818 Value, Red, Green, and Blue. 0819 0820 </para> 0821 </sect1> 0822 0823 <sect1 id="details.settings.fonts"> 0824 <title>Fonts</title> 0825 0826 <para> 0827 These options allow you to modify the fonts within the Cell or Header fields. 0828 </para> 0829 0830 <variablelist> 0831 <varlistentry> 0832 <term><guilabel>Use system fonts</guilabel></term> 0833 <listitem> 0834 <para>Select this to use system fonts. Deselecting this option allows the select 0835 the fonts of your choice.</para> 0836 </listitem> 0837 </varlistentry> 0838 0839 <varlistentry> 0840 <term><guilabel>Cell font</guilabel></term> 0841 <listitem> 0842 <para>Specify the custom font to use within each cell of the registers.</para> 0843 </listitem> 0844 </varlistentry> 0845 0846 <varlistentry> 0847 <term><guilabel>Header font</guilabel></term> 0848 <listitem> 0849 <para>Specify the custom font to use for the headers of each view within the register.</para> 0850 </listitem> 0851 </varlistentry> 0852 </variablelist> 0853 </sect1> 0854 0855 <sect1 id="details.settings.icons"> 0856 <title>Icons</title> 0857 0858 <para> 0859 This option allows for the selection of icons that will be displayed. 0860 </para> 0861 0862 <variablelist> 0863 <varlistentry> 0864 <term><guilabel>Individual icon settings</guilabel></term> 0865 <listitem> 0866 <para>Using the pull-down menu there is a selection of available icons available for use. 0867 Additional icons may be available for downloading and use depending on the operating 0868 system installed.</para> 0869 </listitem> 0870 </varlistentry> 0871 </variablelist> 0872 </sect1> 0873 0874 <sect1 id="details.settings.plugins"> 0875 <title>Plugins</title> 0876 0877 <para> 0878 This section provides information about the available plugins, and allow you 0879 to modify the behavior of installed plugins. Note that the list of plugins 0880 displayed will depend on which plugins &kmymoney; found when it started. It 0881 does not matter whether the plugin was compiled as part of the application or 0882 added as a separate package. 0883 <screenshot> 0884 <screeninfo>Configure Plugins</screeninfo> 0885 <mediaobject> 0886 <imageobject> 0887 <imagedata fileref="configure_plugins.png" format="PNG" /> 0888 </imageobject> 0889 <textobject> 0890 <phrase>Configure Plugins</phrase> 0891 </textobject> 0892 </mediaobject> 0893 </screenshot> 0894 Every plugin can be enabled or disabled, according to the state of the 0895 checkbox next to the name of the plugin. In addition, at the right, there is 0896 also an <guibutton>information</guibutton> (&infoicon;) button for each, which 0897 will show the plugin version and author. For some plugins, further 0898 information on configuring and using it may be found by clicking the 0899 configure, or tool icon just to the left of the information button. There is 0900 only one plugin that requires configuration, and that is the Check printing 0901 plugin. 0902 </para> 0903 0904 <sect2 id="details.settings.plugins.printchecks"> 0905 <title>Check printing plugin</title> 0906 0907 <para> 0908 As one example, there is a plugin for printing checks, which 0909 is included with the source of &kmymoney;, and should always be 0910 enabled. It allows printing of a check based on the data from a selected 0911 transaction, with the layout controlled by an &HTML; template. You need to use a 0912 template which is matched to your pre-printed checks. When you click on the 0913 <guibutton>configure</guibutton> (&configicon;) button, the <guilabel>Check 0914 printing</guilabel> configuration dialog is displayed. At the top is a text box 0915 for the path to the selected template. To the right of that is a button which 0916 brings up a file chooser, to select an alternate template file. 0917 </para> 0918 0919 <para> 0920 A template file is an &HTML; file, in which specific strings are used to 0921 reference the fields from the transaction and from the current account and 0922 institution to show where they will be printed on the check. &kmymoney; is 0923 shipped with some sample template files. You should either be able to use one 0924 of them, or modify one to suit your needs. When the default template is 0925 selected, the configuration dialog will show you the folder which contains 0926 the sample files. 0927 </para> 0928 0929 <!-- info from source code on substitution variables 0930 // data about the user 0931 checkHTML.replace("$OWNER_NAME", file->user().name()); 0932 checkHTML.replace("$OWNER_ADDRESS", file->user().address()); 0933 checkHTML.replace("$OWNER_CITY", file->user().city()); 0934 checkHTML.replace("$OWNER_STATE", file->user().state()); 0935 // data about the account institution 0936 checkHTML.replace("$INSTITUTION_NAME", institution.name()); 0937 checkHTML.replace("$INSTITUTION_STREET", institution.street()); 0938 checkHTML.replace("$INSTITUTION_TELEPHONE", institution.telephone()); 0939 checkHTML.replace("$INSTITUTION_TOWN", institution.town()); 0940 checkHTML.replace("$INSTITUTION_CITY", institution.city()); 0941 checkHTML.replace("$INSTITUTION_POSTCODE", institution.postcode()); 0942 checkHTML.replace("$INSTITUTION_MANAGER", institution.manager()); 0943 // data about the transaction 0944 checkHTML.replace("$DATE", KGlobal::locale()->formatDate(QDate::currentDate(), KLocale::LongDate)); 0945 checkHTML.replace("$CHECK_NUMBER", (*it).split().number()); 0946 checkHTML.replace("$PAYEE_NAME", file->payee((*it).split().payeeId()).name()); 0947 checkHTML.replace("$PAYEE_ADDRESS", file->payee((*it).split().payeeId()).address()); 0948 checkHTML.replace("$PAYEE_CITY", file->payee((*it).split().payeeId()).city()); 0949 checkHTML.replace("$PAYEE_POSTCODE", file->payee((*it).split().payeeId()).postcode()); 0950 checkHTML.replace("$PAYEE_STATE", file->payee((*it).split().payeeId()).state()); 0951 checkHTML.replace("$AMOUNT_STRING", converter.convert((*it).split().shares().abs())); 0952 checkHTML.replace("$AMOUNT_DECIMAL", MyMoneyUtils::formatMoney((*it).split().shares().abs(), currency)); 0953 checkHTML.replace("$MEMO", (*it).split().memo()); 0954 --> 0955 0956 0957 </sect2> 0958 <sect2 id="details.settings.plugins.kbanking"> 0959 <title>KBanking</title> 0960 0961 <para> 0962 This plugins adds support for HBCI/FinTs, OFX and PayPal online banking to KMyMoney. 0963 After this plugin has been enabled, online banking can be configured in the 0964 <link linkend="reference.menus.settings.help">Settings</link> menu. 0965 </para> 0966 0967 </sect2> 0968 </sect1> 0969 </chapter>