2024-12-01
5.2.0

# Reference

&Roger.Lum; &Roger.Lum.mail;
&Jack.H.Ostroff; &Jack.H.Ostroff.mail;

## Menus

Below is a complete list of the menu selections in &kmymoney;, with a very brief description of what each one does. Note that many of these menu choices will be unavailable, or grayed out, depending on the current display or state of the application. In addition, some may not be present if it relates to a feature not included in your particular version. For example, you are not able to edit an account unless you have an account selected or displayed in the current view.

### File Menu

&Ctrl;N File New book

  Creates a new, empty &kmymoney; data file. Only one &kmymoney; file can be open at once, so this will close your current file first, if one is open.

&Ctrl;O File Open

  Opens an existing &kmymoney; data file.

File Open Recent...

  Provides quick access to recently opened files.

File Open Database...

  Opens an existing database.

&Ctrl;S File Save

  Saves the currently open file. Only enabled if there are any changes to save.

&Ctrl;&Shift;S File Save As...

  Saves the currently open file with a different filename.

File Import ...

  Imports financial data from other file types, such as QIF and &gnucash;, or a template file of accounts and categories that can be used in setting up new accounts.

File Export ...

  Exports the current file as a different file type, such as QIF, or exports a list of your accounts and categories as a template.

&Ctrl;P File Print...

  Prints the current file.

File Backup...

  Saves a backup the current file.

File Personal Data...

  Allows to edit personal data.

File File information...

  Displays information about the currently open &kmymoney; file.

&Ctrl;W File Close

  Closes the currently open data file.

&Ctrl;Q File Quit

  Quits &kmymoney;. Offers to save the currently open data file, if there are any changes.

### Edit Menu

&Ctrl;Z Edit Undo

  Reverses the most recent action.

&Ctrl;&Shift;Z Edit Redo

  Re-applies the most recently undone action.

&Ctrl;&Shift;F Edit Find transaction...

  Searches transactions.

### View Menu

&Ctrl;T View Show Transaction Detail

  Shows transaction details in the Ledgers View. With this option turned on, all lines of the transaction will be shown. When it is turned off, only one line will be shown.

  If you only want to see details for the currently selected transaction, but only one line for the others, you can turn on the Ledger Lens.

&Ctrl;R View Hide reconciled transactions

  Hides reconciled transactions in the ledger.

&Ctrl;U View Hide unused categories

  Hides unused categories in the views.

&Ctrl;&Shift;A View Show all accounts

  Shows all accounts in the views, including closed accounts and accounts with zero balance.

### Institution Menu

Institution New institution...

  Add a new institution.

Institution Edit institution...

  Edit an institution.

Institution Delete institution...

  Delete an institution.

### Account Menu

Account New account...

  Adds a new account.

Account Edit account...

  Edits an account.

Account Delete account...

  Deletes an account.

Account Open ledger

  Displays the Ledgers View of the selected account.

&Ctrl;&Shift;R Account Reconcile...

  Reconciles an account through the reconciliation wizard.

Account Postpone

  Postpones reconciliation of an account.

Account Finish

  Finishes reconciliation of an account.

Account Cancel

  Cancels reconciliation of an account.

Account Transaction report

  Opens a transaction report of the selected account.

Account Show balance chart...

  Opens a YTD (Year to date) chart of the balance of the selected account.

Account Close account

  Closes an account.

Account Reopen account

  Reopens an account, if closed.

Account Unmap account...

  Unmaps an online account.

Account Map account...

  Maps an account to an online account.

Account Update account...

  Imports transactions from online banking for the selected account.

Account Update all accounts...

  Import transactions from online banking for all mapped accounts.

### Category Menu

Category New category...

  Adds a new category.

Category Edit category...

  Edits a category.

Category Delete category...

  Deletes a category.

Category Open ledger

  Displays the Ledgers View of a category.

### Transaction Menu

&Ctrl;&Ins; Transaction New transaction

  Adds a new transaction.

&Ctrl;E Transaction Edit

  Edits a transaction.

&Ctrl;&Shift;E Transaction Edit splits

  Edits the splits of a transaction.

&Ctrl;∇ Transaction Delete

  Deletes a transaction.

&Ctrl;D Transaction Duplicate

  Duplicates a transaction.

&Ctrl;&Alt;&Shift;&Space; Transaction Mark transaction as ... Not Reconciled

  Changes the status of the selected transaction(s) to Not Reconciled status.

&Ctrl;&Alt;&Space; Transaction Mark transaction as ... Cleared

  Changes the status of the selected transaction(s) to Cleared.

&Ctrl;&Shift;&Space; Transaction Mark transaction as ... Reconciled

  Changes the status of the selected transaction(s) to Reconciled.

Transaction Go to "account"

  Displays the other account of a transaction in the Ledger.

&Ctrl;&Shift;P Transaction Go to payee

  Displays the Payees View and focuses on the payee of the selected transaction.

Transaction Create scheduled transaction...

  Creates a new scheduled transaction using the details of the selected transaction.

Transaction Match

  Matches two transactions. This is most commonly used to match an imported and a manually entered transaction, but other combinations also work.

Transaction Unmatch

  Unmatches a transaction that &kmymoney; has proposed as a match of imported transactions. Note that this menu choice is only present if a matched transaction exists and is selected.

Transaction Accept

  Accepts a proposed merge of two transactions.

&Ctrl;A Transaction Select all

  Selects all transactions in the ledger.

Transaction Print check

  Prints the contents of the selected transaction in the displayed ledger, formatted according to the selected template. See the section on configuring the Print check plugin for more information.

### Tools Menu

Tools Currencies...

  Lists the currencies known to &kmymoney;.

Tools Prices...

  Lists stock and currency prices.

Tools Update Stock and Currency Prices...

  Updates stock and currency prices from online sources using the Online Price Quotes feature.

Tools Consistency Check

  Runs a check on your file, fixes any problems it can, and displays a report of the results.

  Make a backup of your file before running this option.

Tools Performance-Test

  Runs a performance test on your file and displays the results.

Tools Generate Database SQL

  Generates the SQL necessary to create a database.

Tools Debug timers

  This is a tool for developers.

### Settings and Help Menus

The Settings and Help menus of &kmymoney; are based on those described in &kde; Fundamentals with some additional items.

Settings Enable all messages

  Re-enables any messages you may have turned off by checking Don't tell me about this again in a dialog box.

Settings Configure Language...

  By default, the language used by &kmymoney; depends on the system wide settings for location or locale. This allows you to change that language, and to set a fallback language, which is used for text which has not been translated into the primary language.

&Ctrl;&Alt;, Settings Configure Keyboard Shortcuts...

  Allows you to add or modify keyboard shortcuts for various actions.

Settings Configure Aqbanking

  Configure online banking settings, but only if the KBanking module is enabled. More information may be found in the section on configuring the KBanking plugin as well as in the &gnucash; documentation.

  The process of setting up online access in AqBanking is described in the &gnucash; wiki (German only). This menu entry brings you to the dialog shown in step #3. The process until step #18 is the same for KMyMoney. Once done, you can map the account in &kmymoney; using Account Map account and select the account from the list provided. From there, simply use Account Update account, or in case you have more than one online account mapped Account Update all accounts.

  See How do I configure online banking for further details.

&Ctrl;&Alt;I Help Find Action...

  Displays the names and shortcuts of all actions in &kmymoney;. Clicking on one will invoke that action, if it is currently enabled.

&details-widgets;