Warning, /office/kmymoney/doc/faq.docbook is written in an unsupported language. File is not indexed.
0001 <?xml version="1.0" encoding="UTF-8"?> 0002 <chapter id="faq"> 0003 <chapterinfo> 0004 <authorgroup> 0005 <author> &Jack.H.Ostroff; &Jack.H.Ostroff.mail; </author> 0006 </authorgroup> 0007 <date>2022-12-20</date> 0008 <releaseinfo>5.1.3</releaseinfo> 0009 </chapterinfo> 0010 0011 <title>Questions and Answers</title> 0012 0013 <para> 0014 This chapter addresses a number of issues that frequently cause confusion, 0015 especially in new users of &kmymoney;. If you find that &kmymoney; is doing 0016 something you don't understand (or sometimes not doing something you want it 0017 to do,) please check this list before asking for help on one of the mailing 0018 lists. If your problem is not mentioned here, refer to the section on <link 0019 linkend="firsttime.contact">getting help</link>. 0020 </para> 0021 0022 <qandaset> 0023 0024 <qandadiv><title>Installation and Startup Questions</title> 0025 0026 <qandaentry> 0027 <question> 0028 <para>&kmymoney; crashes when I try to launch it.</para> 0029 </question> 0030 <answer> 0031 <para>There are many reasons &kmymoney; might crash or give an error instead 0032 of starting up normally. You first need to determine if the problem is with 0033 the software or with your data. So, the first thing to try is to <link 0034 linkend="firsttime.launch">launch &kmymoney;</link> without opening your data 0035 file. If the application starts up, but crashes when you try to load your 0036 data file, try loading an older copy of your file. (You did make a backup, 0037 didn't you?)</para> 0038 <para>If &kmymoney; crashes on startup without trying to load a data file, 0039 there may be a problem with your installation. See the section on <link 0040 linkend="firsttime.contact">getting help</link>.</para> 0041 </answer> 0042 </qandaentry> 0043 0044 <qandaentry> 0045 <question> 0046 <para>Will &kmymoney; work on my X/&ubuntu; desktop? Will &kmymoney; work 0047 without a full &kde; desktop?</para> 0048 </question> 0049 <answer> 0050 <para>Yes, &kmymoney; will work without a full &kde; desktop, but you will 0051 have to install the basic &kde; libraries first. The easiest way to do this 0052 is to use your distribution's package management system, which will handle 0053 these requirements automatically. If you are going to install from source, 0054 you will probably need development versions of those libraries.</para> 0055 </answer> 0056 </qandaentry> 0057 0058 </qandadiv> 0059 0060 <qandadiv><title>Configuration Questions</title> 0061 0062 <qandaentry> 0063 <question> 0064 <para>Can I change the start of the fiscal year, to match my tax year or accounting year?</para> 0065 </question> 0066 <answer> 0067 <para>Yes, you can easily set the start of the year in the <link 0068 linkend="details.settings.general.global">Global Options</link> section of 0069 the <guilabel>Configure &kmymoney;</guilabel> dialog.</para> 0070 </answer> 0071 </qandaentry> 0072 0073 </qandadiv> 0074 0075 <qandadiv><title>Account and Transaction Questions</title> 0076 0077 <qandaentry> 0078 <question><para> 0079 Why can't I edit a transaction? 0080 </para></question> 0081 <answer> 0082 <para>You cannot make any changes to a transaction with a date before the 0083 opening date of the account it is in. The most common reason for this is 0084 importing all the data for an account. If the import file does not contain 0085 an opening date for the account, &kmymoney; will use the current date. The 0086 way to fix this is to edit the account, and <link 0087 linkend="details.accounts.edit">change the opening date</link> to be earlier 0088 than any transaction in that account.</para> 0089 </answer> 0090 </qandaentry> 0091 0092 <qandaentry> 0093 <question> 0094 <para>Why is a transaction shown in red and how can I get rid of the 0095 color?</para> 0096 </question> 0097 <answer> 0098 <para>A transaction is shown in red if any part of the amount has not been 0099 assigned to a category. This is most commonly caused by importing a QIF or 0100 OFX file or by downloading statement data online. All you have to do is to 0101 modify the transaction such that the whole amount of the transaction is 0102 assigned to categories.</para> 0103 </answer> 0104 </qandaentry> 0105 0106 <qandaentry> 0107 <question> 0108 <para>Why can't I add an opening balance to an account?</para> 0109 </question> 0110 <answer> 0111 <para>If you provide an opening balance when you create an account, it is 0112 shown as the first transaction for the account. If you do not, then the 0113 transaction is not there, and because it is a special type of transaction, 0114 you cannot simply add it as you could a deposit or withdrawal. However, you 0115 can add it later by <link linkend="details.accounts.edit">editing the 0116 account</link>.</para> 0117 </answer> 0118 </qandaentry> 0119 0120 <qandaentry> 0121 <question> 0122 <para>When I created an account, I used the wrong type, and now it won't let 0123 me change it. I can edit the account, but the dropdown for account type is 0124 either disabled, or does not list all the possible types.</para> 0125 </question> 0126 <answer> 0127 <para>You can easily change an account type between checking, savings, and 0128 cash. However, because of the way &kmymoney; stores the account information, 0129 it does not allow other changes of account type. The way around this is to 0130 create a new account of the correct type, move all the transactions from the 0131 old to the new account, and then delete the old account.</para> 0132 <!-- this should have links to the sections on new acct, move transactions, 0133 delete account. --> 0134 </answer> 0135 </qandaentry> 0136 0137 <qandaentry> 0138 <question> 0139 <para>I have a loan with 0% interest, but I get an error in the new loan 0140 wizard that does not let me use this value.</para> 0141 </question> 0142 <answer> 0143 <para>The internal calculations of the new loan wizard do not allow a 0% 0144 interest rate. The best way to handle this situation is to <link 0145 linkend="details.accounts.create.account">create a simple liability 0146 account</link> with a starting balance for the amount of the loan, and then 0147 <link linkend="details.schedules.new">create a schedule</link> for the 0148 required payments.</para> 0149 </answer> 0150 </qandaentry> 0151 0152 <qandaentry> 0153 <question> 0154 <para>Why don't I see all my transactions in the ledger?</para> 0155 </question> 0156 <answer> 0157 <para>There are several settings that control which transactions are 0158 displayed in the ledger view of an account. First, check the <link 0159 linkend="details.ledgers.view.filter">ledger filter area</link>. If there is 0160 anything typed in the search box, only transactions containing that text will 0161 be shown. If the status dropdown has been changed from <quote>Any 0162 status,</quote> then only transaction of the selected type will be shown. In 0163 addition, there are two important settings in the <link 0164 linkend="details.settings.general.filter">filter options</link> section on 0165 the &kmymoney; Settings dialog. If the <guilabel>Do not show transactions prior 0166 to</guilabel> field is set, only transactions on or after that date will be 0167 shown in the ledger. If the <guilabel>Do not show reconciled 0168 transactions</guilabel> box is checked, then no reconciled transactions will be 0169 shown.</para> 0170 </answer> 0171 </qandaentry> 0172 0173 <qandaentry> 0174 <question> 0175 <para>I mistyped the name of a payee and want to change it in all 0176 transactions. Is there a global search/replace?</para> 0177 </question> 0178 <answer> 0179 <para>There is no global search and replace function in &kmymoney;. 0180 Nevertheless, it is easy to change a payees name: select the Payees view and 0181 find the entry with the name you want to change. Click with the &RMB; on the 0182 payee, and select <guimenuitem>Rename payee</guimenuitem> from the context 0183 menu, and enter the new name. As an alternative to using the &RMB;, you can 0184 just hit F2 after selecting the payee. Since the transactions only use a 0185 reference to the payees record, all transactions now show the new 0186 name.</para> 0187 </answer> 0188 </qandaentry> 0189 0190 <qandaentry> 0191 <question> 0192 <para>Why can't I delete an account?</para> 0193 </question> 0194 <answer> 0195 <para>In order to delete an account, &kmymoney; can have no other references 0196 to it. That means you must delete all transactions, or move them to another 0197 account. If you still can't delete an account, there may be scheduled 0198 transactions referring to that account, which may not be visible in the 0199 ledger. You need to delete any future transactions and the schedule itself, 0200 or switch them to a different account.</para> 0201 </answer> 0202 </qandaentry> 0203 0204 </qandadiv> 0205 0206 <qandadiv><title>Import and Export Questions</title> 0207 0208 <qandaentry> 0209 <question> 0210 <para>Where do I find some more information about OFX parameters?</para> 0211 </question> 0212 <answer> 0213 <para>Here are some external sources which might give your more information: 0214 <ulink url="https://ofxblog.wordpress.com/">OFX Blog</ulink> and <ulink 0215 url="https://www.ofxhome.com/">OFX Home</ulink>.</para> 0216 </answer> 0217 </qandaentry> 0218 0219 </qandadiv> 0220 0221 <qandadiv><title>Miscellaneous questions</title> 0222 0223 <qandaentry> 0224 <question> 0225 <para>Why is there no translation for 'my' language?</para> 0226 </question> 0227 <answer> 0228 <para>&kmymoney; uses the &kde; settings for language, so first, make 0229 sure that your region and language settings are correct. If they are, the 0230 most likely reason is that no one has offered to translate it yet. 0231 Translating &kde;/&Qt;-based applications is very simple, and does not 0232 require any programming skills. If you would like to translate &kmymoney; 0233 into your language, please post a message to the proper <ulink 0234 url="https://l10n.kde.org/teams-list.php">team mailing list</ulink>. Should 0235 you fail to find your language in the list or could not contact the team 0236 members please mail directly to the <ulink url="mailto:kde-i18n-doc@kde.org">&kde; 0237 translation mailing list</ulink> (<ulink 0238 url="https://mail.kde.org/mailman/listinfo/kde-i18n-doc">subscription</ulink> 0239 required) and we will give you the details on how you can 0240 easily provide a translation for &kmymoney;. 0241 </para> 0242 </answer> 0243 </qandaentry> 0244 0245 <qandaentry> 0246 <question> 0247 <para>Why did the version number jump from 1.0.5 to 4.5, and what happened to 0248 KMyMoney2?</para> 0249 </question> 0250 <answer> 0251 <para>The use of KMyMoney2 was a historical legacy from when the project went 0252 from &kde; 1 to &kde; 2. To avoid changing the name every time there was a 0253 new &kde; version, we decided to stick with &kmymoney;.</para> 0254 <para>The first version of &kmymoney; that was considered sufficiently stable 0255 was labeled 1.0, even though it ran under &kde; 3. As the project is now 0256 becoming more closely aligned with &kde; we decided to use the same major 0257 release number.</para> 0258 </answer> 0259 </qandaentry> 0260 0261 <qandaentry> 0262 <question> 0263 <para>How can I report a bug? How can I request a new feature?</para> 0264 </question> 0265 <answer> 0266 <para>The developers encourage your feedback. See the section on <link 0267 linkend="firsttime.contact">Contacting the Developers / Reporting 0268 Bugs</link>.</para> 0269 </answer> 0270 </qandaentry> 0271 0272 <qandaentry> 0273 <question> 0274 <para>Why isn't there an easy way to print some scheduled transactions, or 0275 part of the ledger, or ...</para> 0276 </question> 0277 <answer> 0278 <para>Look in the <link linkend="details.reports.avail">Reports</link> 0279 section. Many of the reports actually provide an easy way to print thing you 0280 can't quite do directly from the ledger or other screens.</para> 0281 </answer> 0282 </qandaentry> 0283 0284 </qandadiv> 0285 0286 </qandaset> 0287 0288 </chapter>