![]() ![]() Investments Investments in KMyMoney Investments Base Currency Investment Accounts Brokerage Accounts Creating an Investment Account Adding Investments to Your Account New Investment Wizard Editing an Investment Investment Transactions Activity Security Account Shares, Price & Total Amount Fees Interest Working With Foreign Investments Updating Prices Manual Price Updates Online Price Quotes Unimplemented Features 12. Ledgers The Ledger View The filter area The transaction list The transaction input form Entering Transactions Using the transaction input form The fields of a transaction Directly inputting transactions into the list Starting the edit Split Transactions Editing transactions Deleting transactions Matching Transactions Understanding the Cleared State Changing Transaction Settings Other Functionality 11. Schedules Introduction Types of schedules Bills Deposits Loans Transfers The schedule view The new schedule dialog Filling in the fields Modifying the schedule behavior Letting KMyMoney enter the transaction into the register Letting KMyMoney know when the schedule will finish Editing schedules Deleting schedules The calendar view Entering scheduled transactions Manually entering scheduled transactions Confirming the transaction to enter Letting KMyMoney enter the scheduled transaction(s) for you 10. Payees Payees List Adding a Payee or Payer Renaming a Payee or Payer Deleting a Payee or Payer Additional Payee Details Personal Information Transaction Matching Settings Viewing Transaction History 9. Categories Creating categories Editing a Category VAT Support Deleting categories 8. Accounts The Accounts View Creating an Account The Institution (Bank) name Account Credit Card Accounts Investment Accounts Loan Accounts Parent Account Review and save the account details Opening / viewing accounts Editing Account Information Deleting accounts 7. ![]() Institutions Institution Options New Institution Account Options 6. ![]() Using KMyMoney for the first time Running KMyMoney for the first time The main window Creating a new file Creating accounts Schedules Categories Payees Quicken Interchange Format (QIF) Import Searching for transactions Reconciliation Backing up Contacting the developers / Reporting Bugs Contacting the developers Reporting bugs 5. ![]() Making the most of KMyMoney Basic Accounting Defining the accounts (personal records) Defining the accounts (business records) Mapping your finances to KMyMoney Accounts Institutions Categories Sub-Categories Payees Scheduled transactions Useful Tips 4. Introduction What is KMyMoney? What KMyMoney is not 2.
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