&Michael.T.Edwardes; &Michael.T.Edwardes.mail;
2014-08-30
4.7.01

# &kappname; voor de eerste keer gebruiken

## &kappname; voor de eerste keer uitvoeren

Nadat &kappname; volledig is geladen zullen er twee vensters worden geopend. Het bovenste venster, 'Tip van de dag' biedt een van een serie van belangrijke of bruikbare stukjes informatie over de toepassing. Tip van de dag Tip van de dag

Wij bevelen aan om snel door deze tips te lopen door op de knoppen Vorige en volgende onderaan het venster te drukken.

Nadat u de tips hebt gelezen kan het venster worden gesloten; het zal opnieuw worden geopend elke keer dat &kappname; wordt gestart. Om dit standaard gedrag te stoppen, vinkt u de betreffende optie in het venster 'Tip ban de dag' uit.

Tips kunnen op elk moment weer worden gelezen door uit het menu Help in &kappname; het item Tip van de dag tonen te kiezen.

Alle tips zijn overgenomen van de lijst Frequently Asked Questions (FAQ) die meer gedetailleerde hulp biedt en gevonden kan worden op de website van het project en in dit handboek.

Gaarne op Sluiten klikken om de dialoog Tip of de dag te sluiten.

## Het hoofdvenster

Het hoofdvenster Het hoofdvenster

Het hoofdvenster van &kappname; bestaat uit vier hoofddelen

- A. De menubalk

- B. De werkbalk

- C. De weergavekiezer

- D. Het beeld/de weergave

Het menu en de werkbalken bieden toegang tot de mogelijkheden van &kappname; en bieden u Bestanden aanmaken of hoe &kappname; instellen voor het ermee werken.

De beeldselectie bestaat uit minstens elf pictogrammen aan de linkerzijde van het hoofdvenster, afhankelijk van de software in uw systeem. Meer pictogrammen kunnen worden toegevoegd door verschillende plug-ins. Door op een pictogram te klikken wordt het weergavevenster aan de rechterkant geladen met de bijbehorende weergave van uw financiële gegevens. Elke weergave levert een unieke representatie van uw financiële situatie en stelt u in staat deze informatie te bekijken of te tonen.

De beeldselectie bevat de volgende pictogrammen

- Thuisweergave Thuis: een in te stellen overzicht van uw huidige financiële situatie (of een introductiepagina wanneer er geen gegevensbestand open is).

- Bankenoverzicht Banken: Al uw banken en accounts weergegeven in een hiërarchie.

- Rekeningoverzicht Rekeningen: Al uw rekeningen weergegeven in een hiërarchie.

- Periodieke transacties Periodieke transacties: uw terugkerende rekeningen en stortingen.

- Beeld van categorieën Categorieën: speciale rekeningen die u een middel bieden om bij elkaar horende transacties te groeperen.

- Tagsweergave Tags: Speciale accounts die aan u een extra betekenis biedt aan categorieën om bij elkaar behorende transactions te groeperen.

- Beeld van begunstigden Begunstigden: alle door &kappname; gebruikte begunstigden.

- Beeld van Grootboek Grootboek: transacties op uw rekening.

- Investments View Investments: Your portfolio summary.

- Reports View Reports: A collection of useful reports, providing alternate views of your financial data.

- Budgets View Budgets: Your budgets

- Forecast View Forecast: This view provides a forecast of your accounts and categories

- Outbox View Outbox: Used by the online banking module to provide feedback on running processes. This is a view provided by the KBanking plugin and may not be present on your system.

## Een nieuw bestand aanmaken

&kappname; keeps all the data about your finances in a file. As was stated in Defining the accounts (personal records), you can keep more than one set of accounts, but the data for each will be kept in a separate file, and &kappname; can only have one file open at a time. See the chapter on File Formats for more details about &kappname;'s data files.

To create a new file you can either select File New from the menu or choose the New icon from the toolbar.

&kappname; will then open the New File Setup Wizard which will guide you through the process of creating the file.

Pagina met persoonlijke gegevens Pagina met persoonlijke gegevens

Since all fields are optional, you can use &kappname; without entering any information now. Any information entered here is used only to personalize your file. In the future, it may be used in some reports and for online banking. If &kappname; requires any personal information in future releases and finds none, you will be prompted to enter the relevant data then.

Please enter your name and address or nothing and press Next.

In case you have an address for yourself stored in the &kaddressbook;, the button Load from Addressbook is enabled and pressing it imports all information into &kappname;.

&kappname; supports multiple currencies. To set your base currency (the currency you use day to day and which will be used for your reports), select the appropriate entry from the list provided and press Next. A default will be selected from &kappname; based upon your locale settings.

Selectiepagina van basis valuta Selectiepagina van basis valuta

The following page allows you to create an initial account. For the typical &kappname; user this is a checking account.

Checking account creation Page Checking account creation page

Enter the name of the account and a possible reference number assigned by the institution managing the account. Enter the opening date of the account and the opening balance of the account. For example, you want to use &kappname; to manage all your finances as of 2008-01-01, then enter the balance of the account at the beginning of this date. The number can possibly be obtained from a paper statement. Also enter the name and routing number of the institution, though this information is optional and only required for online banking purposes.

In case you don't want to setup an initial account, please uncheck the check box

Once finished, press Next to proceed.

Account template selection Page Account template selection page

Choose the appropriate country and account template(s). Multiple templates, even from multiple countries can be selected using a combination of &Ctrl; and &Shift; together with the left mouse button. The account hierarchy to be setup will be shown in a preview part of the wizard. In case you cannot find a template that suits your needs, don't select a template.

Once finished with the template selection press Next to proceed.

The next page of the wizard allows you to setup user preferences. Press Next if you are done and want to proceed.

Preference Page Preference page

The last page of the wizard allows you to select the filename that will be used to store your financial data. An initial filename will be constructed out of your HOME folder and user name. In case the file exists, a warning will be displayed which reminds you to select a name of a non-existing file.

Filename selection Page Filename selection page

Now you have entered all relevant information to create the file. Press Finish and &kappname; will create the file for you and open it.

## Accounts aanmaken

You can create an account in one of two ways, both of which are described here:

Using the menu

  To create an account using the menu select Accounts New account.

Using the Accounts view

  To create an account using the accounts view click on the Accounts icon in the view selector and then right click on the Asset tree icon in the right hand view and select New account from the popup menu. The Asset tree holds all of your accounts that are an asset. Assets, and all the other account types, are discussed in more detail later in this manual.

Note that &kappname; uses the context menus a lot throughout the whole application. If you find yourself stuck trying to figure out how to do something, try right-clicking where you would expect to see a feature.

Creating a new account by either method opens the New Account Wizard. This wizard will take you step by step through the process of creating an account, gathering the required information at each step. To navigate through the pages click on the Back and Next buttons.

Create an account using either of the two previously mentioned methods to continue. A full description of creating accounts can be found in the Accounts section.

Now that one or more accounts exist in &kappname;, your account summary is shown in the Home view. You can create transactions manually in the Ledgers view, or set up automatic transactions through the Schedules view.

## Periodieke transacties

Sometimes called a recurring transaction, a Schedule is a transaction that occurs one or more times over a certain period of time. A typical example is your pay check that you receive every month or week. Rather than have to enter the transaction details each time you get paid, you can instruct &kappname; to create a schedule that will enter a transaction for you when you get paid.

To maintain schedules click on the Schedules icon in the view selector.

## Categorieën

To maintain categories click on the Categories icon in the view selector.

A full description of this topic can be found in the Categories section.

## Tags

To maintain tags click on the Tags icon in the view selector.

A full description of this topic can be found in the Tags section.

## Begunstigden

To maintain your list of payees click on the Payees icon in the view selector.

A full description of this topic can be found in the Payees section.

## Quicken Interchange Format (QIF) Import

If you currently use a financial manager application, &kappname; can import an account's transactions as long as they are in the Quicken Interchange Format (QIF). Most financial programs can export this format and the different applications methods of exporting QIF is not discussed here for brevity.

A full description of this topic can be found in the QIF Import section.

## Searching for transactions

&kappname; provides a useful and powerful transaction search facility in the form of the search dialog.

The search dialog can be opened from the toolbar using the Find icon or by selecting Find Transaction from the Edit menu.

A full description of this topic can be found in the Search section.

## Transactie-controle

At some point you will want to reconcile the transactions you have entered with the transactions listed in a statement, be it a bank statement, credit card statement, loan statement, or any other statement. Reconciliation involves matching what you have entered with what the statement lists. If any discrepancies are found then either you or the person who created the statement have made a mistake.

To reconcile an account, first select the account, either from Accounts view or from Ledgers view. Then, either click on the Reconcile icon on the Toolbar, or select Reconcile from the Account menu.

A full description of this topic can be found in the Reconciliation section.

## Maakt reservekopie

Now that you have created some accounts and entered transactions it's a good idea to perform a backup. Because the file used by &kappname; is a standard Unix file you can just copy the file to another location to back it up or use the dialog provided by &kappname;. Using the dialog is the preferred method because if &kappname; ever starts using other file formats, such as SQL, then it would be much harder to copy the file manually.

To backup your file through &kappname; Select Backup from the File menu and enter the folder where you wish the file to be copied to. If the folder needs mounting first and you have the sufficient privileges then check the tick box labeled Mount this directory before backing up and click on OK.

The file will be copied to the folder specified with the current date appended to the filename so it is easy to see the date the file was backed up.

## Launching &kappname;

Most commonly, you will launch &kappname; from an icon or a start menu of your window manager. In this case, the default behavior is that &kappname; will open the last file you had open. However, in some circumstances, you will want or need to launch &kappname; from the command line.

For a complete description of all the available line options, see the man page for &kappname;. However, there are two special cases which we describe here.

### `kmymoney -n`

The -n option tells &kappname; not to open the last file it had open. This can be useful if the program crashes on startup.

### `kmymoney <path to file>`

Giving &kappname; a filename on the command line tells it to open that file instead of the last file it had open. You can use the name of any valid &kappname; file, as described in the chapter on file formats. In addition, this can be used to import a GnuCash file.

## How to move &kappname; to a new computer

### Moving your data

If you get a new computer, it's very easy to move your data. In fact, all you have to do is to copy your &kappname; data file. The name of the file is shown in the title bar when &kappname; is running, it usually ends in .kmy. The first time you run the application on the new computer you will have to tell it where you have put the data file, either by running from the command line, or from the File Open... menu. You should even be able to move between &Windows;, &MacOS;, and &Linux; systems.

If you have encrypted your data file, be sure the appropriate software and keys have also been set up on the new computer.

If your data is in an SQL database, refer to documentation for your database software for guidance on migrating your data.

Note that this assumes you have installed the same version of &kappname; on the new computer as you were running on the old computer. Installing a newer version should also be safe, but you need to be aware of any issues related to that upgrade. Any such issues should be noted in the release notes for the new version.

### Moving your settings

If you only move your data file to the new machine, as described in the previous section, &kappname; will work correctly, but you will have lost any settings you changed from the default on your old machine. To maintain these settings, you also need to copy your configuration file. This file is called kmymoneyrc. This file will be in a directory with other &kde; application configuration files. On a &Linux; system, this will be in $KDEHOME/share/config where $KDEHOME is usually .kde4 within your home directory.

#### Moving plugin settings

If you have run any &kappname; plugins, such as the csv importer or exporter, it may also have created a configuration file in that same directory, such as csvimporterrc or csvexporterrc. These should also be copied to the new computer.

As with the main data file, this assumes the same version of the plugin on both computers. Upgrades are generally safe, but if the functionality of the plugin has changed greatly, it is advisable to carefully test using the old configuration file, to be sure the plugin behaves as you expect.

These instructions are solely for moving your &kappname; data and settings. However, there may be important items which are stored by &kde; and not by &kappname;, such as any passwords stored in kwallet. Moving other parts of your &kde; setup is beyond the scope of this manual, although many of the relevant files are also stored under $KDEHOME.

## Contacting the Developers / Reporting Bugs

### Contacting the developers

For general questions or comments about &kappname;, there is a users' mailing list &userlist;. In addition, you can contact the developers through their mailing list &devlist;.

We're happy to hear about your experiences using &kappname;.

### Bugs (programmafouten) melden

To report a bug please use the interface provided by &kappname; by selecting Help Report Bug and filling in the required information. However, in case you have any difficulties with that method, you can report a bug (or file a wish-list or enhancement request) directly at the &kde; bug reporting web page. Reports should be filed against the product kmymoney4. kmymoney2 was specifically for bugs in the 1.0.x versions of the application, and as those versions are no longer supported, it is closed for further bug reporting.

In any case, before reporting a bug, please read through the guidelines below. Following them will make it more likely that the developers will be able to quickly identify the problem without having to ask you for more information.

#### Writing High Quality Bug Reports

We encourage users to take extra time to write high-quality bug reports when submitting them. This reduces wasted effort on all sides, as the reporter and the developer who will fix it trade emails until this information is really in place.

Eli Goldberg wrote the canonical Bug-Writing Guideline, available at http://issues.apache.org/bugwritinghelp.html. Generally, you'll be well-served by following these guidelines:

##### Include your system information

The Help Report Bug menu choice will fill this in automatically, but if you would prefer not to use this interface, there are several items you need to include in the report. We will need to know what operating system you are using (&Linux;, &MacOS;, or &Windows;), the version of &kde; and the version of &kappname; you're running, and either the version of &MacOS; or &Windows; or the name and version of your &Linux; distribution and the version of your kernel.

##### Include a backtrace for crashes

The backtrace is often the single most useful piece of information in solving crashes.

##### Try to reproduce it

Let us know if you were able to do so. It's useful to know whether the bug only happened once and you couldn't get it to happen again or happens every time or happens sometimes but not others.

##### Include specific steps

This is a bad bug report: I entered a transaction, and &kappname; crashed. A much better bug report is: Using the transaction form, I entered a new transaction in my Credit Card account. I selected the Transfer tab, entered in an amount, then changed to the Deposit tab, and back to the Transfer tab. When I returned to the Transfer tab, &kappname; crashed. This bug is fully reproducible for me.

##### Tell us what you expected to happen

In some cases, this is obvious, but in more subtle bugs, sometimes you'll see a bug report where it is not obvious what the reporter expected to happen. Always tell us what you think should have happened.

##### Consider running with debugging enabled

By compiling a version configured with --enable-debug=full you can ensure that the best possible backtraces are generated. If you encounter a crash, run &kappname; again from within gdb, and reproduce the crash. When it crashes, type bt to generate a backtrace.

Running this way is a bit more difficult, so we don't expect all users to do this. However, if you're interested in helping &kappname; become as stable as possible, this is the best way to do it short of finding the bug in the code and sending in a patch.