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 <?xml version="1.0" encoding="UTF-8"?>
 <chapter id="faq">
 <chapterinfo>
   <authorgroup>
     <author> &Jack.H.Ostroff; &Jack.H.Ostroff.mail; </author>
   </authorgroup>
   <date>2022-12-10</date>
   <releaseinfo>5.1.3</releaseinfo>
 </chapterinfo>
 
 <title>Questions and Answers</title>
 
 <para>
   This chapter addresses a number of issues that frequently cause confusion,
   especially for new users of &kmymoney;. If you find that &kmymoney; is doing
   something you don't understand (or sometimes not doing something you want it
   to do,) please check this list before asking for help on one of the mailing
   lists.  If your problem is not mentioned here, refer to the section on <link
   linkend="firsttime.contact">getting help</link>.
 </para>
 
 <qandaset>
 
 <qandadiv><title>Installation and Startup Questions</title>
 
 <qandaentry>
  <question>
    <para>&kmymoney; crashes when I try to launch it.</para>
  </question>
  <answer>
    <para>There are many reasons &kmymoney; might crash or give an error instead
    of starting up normally.  Sometimes an error message is shown, but if not,
    you can run &kmymoney; from a command line, to see if any useful information
    is output to the console.  On &Linux;, this just means typing "kmymoney" in a
    shell.  &macOS; should be similar.  On &Windows;, you will need to type the
    full path to the &kmymoney; executable.</para>
    <para>If this does not show the cause of the problem, you need to determine
    if there is an issue with the software or with your data.  To do this, you
    need to <link linkend="firsttime.launch">launch &kmymoney;</link> without
    opening your data file.  If the application starts up, but crashes when you
    try to load your data file, try loading an older copy of your file.  (You did
    make a backup, didn't you?)</para>
    <para>If &kmymoney; crashes on startup without trying to load a data file,
    there may be a problem with your installation.  See the section on <link
    linkend="firsttime.contact">getting help</link>.</para>
  </answer>
 </qandaentry>
 
 <qandaentry>
  <question>
    <para>Will &kmymoney; work on my X/&ubuntu; desktop? Will &kmymoney; work
    without a full &kde; desktop?</para>
  </question>
  <answer>
    <para>Yes, &kmymoney; will work without a full &kde; desktop, but you will
    have to install the basic &kde; libraries first.  The easiest way to do this
    is to use your distribution's package management system, which will handle
    these requirements automatically.  If you are going to install from source,
    you will probably need development versions of those libraries.</para>
  </answer>
 </qandaentry>
 
 </qandadiv>
 
 <qandadiv><title>Configuration Questions</title>
 
 <qandaentry>
  <question>
    <para>Can I change the start of the fiscal year, to match my tax year or accounting year?</para>
  </question>
  <answer>
    <para>Yes, you can easily set the start of the year in the <link
    linkend="details.settings.general.global">Global Options</link> section of
    the <guilabel>Configure &kmymoney;</guilabel> dialog.</para>
  </answer>
 </qandaentry>
 
 </qandadiv>
 
 <qandadiv><title>Account and Transaction Questions</title>
 
 <qandaentry>
  <question><para>
   Why can't I edit a transaction?
  </para></question>
  <answer>
    <para>You cannot make any changes to a transaction with a date before the
    opening date of the account it is in.  The most common reason for this is
    importing all the data for an account.  If the import file does not contain
    an opening date for the account, &kmymoney; will use the current date.  The
    way to fix this is to edit the account, and <link
    linkend="details.accounts.edit">change the opening date</link> to be earlier
    than any transaction in that account.</para>
  </answer>
 </qandaentry>
 
 <qandaentry>
  <question>
    <para>Why is a transaction shown in red and how can I get rid of the
    color?</para>
  </question>
  <answer>
    <para>A transaction is shown in red if any part of the amount has not been
    assigned to a category.  This is most commonly caused by importing a QIF or
    OFX file or by downloading statement data online.  All you have to do is to
    modify the transaction such that the whole amount of the transaction is
    assigned to categories.</para>
  </answer>
 </qandaentry>
 
 <qandaentry>
  <question>
    <para>Why can't I add an opening balance to an account?</para>
  </question>
  <answer>
    <para>If you provide an opening balance when you create an account, it is
    shown as the first transaction for the account.  If you do not, then the
    transaction is not there, and because it is a special type of transaction,
    you cannot simply add it as you could a deposit or withdrawal.  However, you
    can add it later by <link linkend="details.accounts.edit">editing the
    account</link>.</para>
  </answer>
 </qandaentry>
 
 <qandaentry>
  <question>
    <para>When I created an account, I used the wrong type, and now it won't let
    me change it.  I can edit the account, but the dropdown for account type is
    either disabled, or does not list all the possible types.</para>
  </question>
  <answer>
    <para>You can easily change an account type between checking, savings, and
    cash.  However, because of the way &kmymoney; stores the account information,
    it does not allow other changes of account type.  The way around this is to
    <link linkend="details.accounts.create">create a new account of the correct
    type</link>, move all the transactions from the old to the new account, and
    then <link linkend="details.accounts.delete"> delete the old
    account.</link></para>
    <!-- this still needs a link to the section on moving transactions, which
         does not yet exist. -->
  </answer>
 </qandaentry>
 
 <qandaentry>
  <question>
    <para>I have a loan with 0% interest, but I get an error in the New Loan
    Wizard that does not let me use this value.</para>
  </question>
  <answer>
    <para>The internal calculations of the new loan wizard do not allow a 0%
    interest rate.  The best way to handle this situation is to <link
    linkend="details.accounts.create.account">create a simple liability
    account</link> with a starting balance for the amount of the loan, and then
    <link linkend="details.schedules.new">create a schedule</link> for the
    required payments.</para>
  </answer>
 </qandaentry>
 
 <qandaentry>
  <question>
    <para>Why don't I see all my transactions in the ledger?</para>
  </question>
  <answer>
    <para>There are several settings that control which transactions are
    displayed in the ledger view of an account.  First, check the <link
    linkend="details.ledgers.view.filter">ledger filter area</link>.  If there is
    anything typed in the search box, only transactions containing that text will
    be shown.  If the status dropdown has been changed from <quote>Any
    status,</quote> then only transaction of the selected type will be shown.  In
    addition, there are two important settings in the <link
    linkend="details.settings.general.filter">filter options</link> section on
    the &kmymoney; Settings dialog.  If the <guilabel>Do not show transactions
    prior to</guilabel> field is set, only transactions on or after that date
    will be shown in the ledger.  If the <guilabel>Do not show reconciled
    transactions</guilabel> box is checked, then no reconciled transactions will
    be shown.</para>
  </answer>
 </qandaentry>
 
 <qandaentry>
  <question>
    <para>I mistyped the name of a payee and want to change it in all
    transaction. Is there a global search/replace?</para>
  </question>
  <answer>
    <para>There is no global search and replace function in &kmymoney;.
    Nevertheless, it is easy to change a payee's name: select the Payees View and
    find the entry with the name you want to change.  Click with the &RMB; on the
    payee, select <guimenuitem>Rename payee</guimenuitem> from the context menu,
    and enter the new name.  Since the transactions only use a reference to the
    payees record, all transactions now show the new name.</para>
  </answer>
 </qandaentry>
 
 <qandaentry>
  <question>
    <para>Why can't I delete an account?</para>
  </question>
  <answer>
    <para>In order to delete an account, &kmymoney; can have no other references
    to it.  That means you must delete all transactions from that account or move
    them to another account.  If you still can't delete an account, there may be
    scheduled transactions referring to that account, which may not be visible in
    the ledger.  You need to delete any future transactions and the schedule
    itself, or switch them to a different account.</para>
  </answer>
 </qandaentry>
 
 </qandadiv>
 
 <qandadiv><title>Import and Export Questions</title>
 
 <qandaentry>
  <question>
    <para>Where do I find some more information about OFX parameters?</para>
  </question>
  <answer>
    <para>Searching the web with specific questions can sometimes provide useful
    results, but there is still one site which which might give you more
    information: <ulink url="https://www.ofxhome.com/">OFX Home</ulink>.</para>
    <!-- <ulink url="https://ofxblog.wordpress.com/">OFX Blog</ulink> -->
  </answer>
 </qandaentry>
 
 </qandadiv>
 
 <qandadiv><title>Miscellaneous questions</title>
 
 <qandaentry>
  <question>
    <para>Why is there no translation for 'my' language?</para>
  </question>
  <answer>
    <para>&kmymoney; uses the &kde; settings for language, so first, make sure that
    your region and language settings are correct.  If they are, the most likely
    reason is that no one has offered to translate it yet.  Translating
    &kde;/&Qt;-based applications is very simple, and does not require any
    programming skills.  If you would like to translate &kmymoney; into your
    language, please post a message to the proper <ulink
    url="https://l10n.kde.org/teams-list.php">team mailing list</ulink>.  Should
    you fail to find your language in the list or could not contact the team
    members please mail directly to the <ulink
    url="mailto:kde-i18n-doc@kde.org">&kde; translation mailing list</ulink>
    (<ulink
    url="https://mail.kde.org/mailman/listinfo/kde-i18n-doc">subscription</ulink>
    required) and we will give you the details on how you can easily provide a
    translation for &kmymoney;.
 </para>
  </answer>
 </qandaentry>
 
 <qandaentry>
  <question>
    <para>Why did the version number jump from 1.0.5 to 4.5, and what happened to
    KMyMoney2?</para>
  </question>
  <answer>
    <para>The use of KMyMoney2 was a historical legacy from when the project went
    from &kde; 1 to &kde; 2.  To avoid changing the name every time there was a new
    &kde; version, we decided to stick with &kmymoney;.</para> <para>The first
    version of &kmymoney; that was considered sufficiently stable was labeled 1.0,
    even though it ran under &kde; 3.  As the project became more closely aligned
    with &kde; we decided to use the same major release number.</para>
  </answer>
 </qandaentry>
 
 <qandaentry>
  <question>
    <para>How can I report a bug?  How can I request a new feature?</para>
  </question>
  <answer>
    <para>The developers encourage your feedback.  See the section on <link
    linkend="firsttime.contact">Contacting the Developers / Reporting
    Bugs</link>.</para>
  </answer>
 </qandaentry>
 
 <qandaentry>
  <question>
    <para>Why isn't there an easy way to print some scheduled transactions, or
    part of the ledger, or ...</para>
  </question>
  <answer>
    <para>Look in the <link linkend="details.reports.avail">Reports</link>
    section.  Many of the reports actually provide an easy way to print thing you
    can't quite do directly from the ledger or other screens.</para>
  </answer>
 </qandaentry>
 
 </qandadiv>
 
 </qandaset>
 
 </chapter>