&Roger.Lum; &Roger.Lum.mail;
2014-08-30
4.7.01

# &kappname; Settings

The settings described below modify the behavior of &kappname;. These settings can be changed through Settings Configure &kappname;....

## General

### Global options

Price Precision

  Enter how many digits of precision your prices will have after the decimal point. For example, setting this to 2 will result in prices like 35.18, where setting it to 4 might cause the same price to show 35.1791

Autosave periodically

  Check this box if you wish &kappname; to autosave your files periodically. The default is 10 minutes.

Your fiscal year starts on

  Enter the starting day and month of your fiscal year

### Views options

Startup

  Choose the initial view upon startup.

  - Start with home page

  - Start with last selected page

Show titlebar on each page

  Whether the title of the current view should be displayed on each page.

Synchronize account selection of ledger and investment view

  If this option is selected, selecting an account on the investments view will change the account selection on the ledger view, and viceversa.

### Filter options

Do not show unused categories

  Hide unused categories.

Do not show closed accounts

  Hide closed accounts.

Show equity accounts

  Equity accounts are normally hidden. Select this option to show them.

Do not show finished schedules

  Hide finished schedules.

Do not show transaction prior to

  Hide transactions prior to the selected date.

  Setting this option to January 1, 1900 is a good way to debug date-related file import problems.

Do not show reconciled transactions

  Filter transactions by reconciliation state. Transactions that are marked as Reconciled will not be shown.

## Home

These options allow you to customize the appearance of the Home page by choosing which entries to show on the Home page and the order in which they appear.

Assets and Liabilities

  It shows the balance of all your assets and liabilities

Payments

  It shows the first 5 occurrences of your scheduled transactions

Preferred accounts

  It shows the balance and credit of your favorite accounts

Payment accounts

  It shows the balance of your asset and liability accounts, except for the investment accounts

Favorite Reports

  It shows a list of your favorite reports

Forecast (schedule)

  It shows a forecast for your asset and liability Accounts

Net worth forecast

  It shows a chart of your forecast net worth for the next 90 days

Budget

  It shows the budget items for the current month which have a negative difference compared to the actual income or expense

CashFlow

  It shows an analysis of your cash flow for the current month

Percentage of default font size

  Select the size of the font on the Home page

Remember font size when leaving the program if manually changed with mouse-wheel

  Selecting this will save your font size preference if you have changed it from the Home page by using the mouse-wheel

Show account limit information

  Shows the limit of the accounts on the Payment Accounts and Preferred Accounts sections of the Home page

Show balance-status of mapped online accounts

  Shows the balance-status of mapped accounts on the Assets and Liabilities Summary, the Payment Accounts and the Preferred Accounts sections of the Home page. The balance-status is symbolized by an icon in the columns preceding the account names. A green checkmark is displayed when online-balance and local file balance are in sync. If the local file has transactions newer than the previously online-updated ones a mailbox with a green arrow gets shown. This alerts the user to start an online-update. Mismatching local file and online-balances are highlighted by a red warning sign.

Show number of not marked transactions per account [!M]

  Insert an additional column between account name and current balance showing the number of not marked transactions for the accounts on the Assets and Liabilities Summary, the Payment Accounts and Preferred Accounts sections of the Home page

Show number of cleared transactions per account [C]

  Insert an additional column between account name and current balance showing the number of cleared transactions for the accounts on the Assets and Liabilities Summary, the Payment Accounts and Preferred Accounts sections of the Home page

Show number of not reconciled (not marked + cleared) transactions per account [!R]

  Insert an additional column between account name and current balance showing the number of not reconciled transactions (i.e. the sum of all not marked and cleared transactions) for the accounts on the Assets and Liabilities Summary, the Payment Accounts and Preferred Accounts sections of the Home page

## Ledger

These options allow you to modify the behavior of the transaction registers.

### Display tab

Show a grid in the register

  Show grid lines in the transaction register.

Use the ledger lens

  With this option enabled, the ledger will show all lines of detail for the transaction you have currently selected, even if you have set the Show Transaction Detail menu option turned off.

Show transaction form

  Show the transaction form at the bottom of the transaction register for entering and editing transactions. With this option turned off, you edit the transaction within the register itself.

Always show a No. field

  Always have the number (No.) field when entering or editing a transaction.

Show group header between transactions

  Display group headers in the register

Show header for the previous and current fiscal year

  Display group headers for the current and the previous fiscal year

### Sorting tab

#### Normal view tab

Choose the sort order of the ledger while in the Normal view.

#### Reconciliation view tab

Choose the sort order of the ledger while in the Reconciliation view.

#### Search view tab

Choose the sort order of the ledger while in the Search view.

### Data Entry tab

Insert transaction type into No. field for new transactions

  Automatically place the type of the transaction, &eg;., Deposit, Withdrawal, etc., in the No. field.

Auto increment check number

  Have the check number automatically increment whenever entering a new check transaction.

Keep changes when selecting a different transaction/split

  When enabled, selecting a different transaction or split will save edits to the current transaction.

  When disabled, selecting a different transaction will cancel them. Instead, you must explicitly accept the changes.

Use Enter to move between fields

  When enabled, pressing Enter will change the focus to the next field of the transaction form.

Match names from start

  Mark this option if you always want to match names &eg;, for payees from the start. If unset, any substring is matched

Default reconciliation state

  Select the default reconciliation state for new transactions.

Autofill

  Select the desired behavior for autofill or deactivate it

  - No Autofill

  - Same transaction if amount differs less than X percent

    When entering a new transaction with this option, &kappname; will display a list of previous transaction for the payee and account. If previous transactions differ in less than X percent, they will be considered identical. If the percentage is 0, all previous transactions for the payee and account will be displayed. When selecting a transaction, all transactions details except the date will be autofilled with those of the selected transaction.

  - With previously most often used transaction for the payee

    When entering a new transaction with this option enabled, &kappname; will fill in all the transaction details based on the previously most often used transaction with the selected payee.

### Import tab

Match transaction within days

  Search for matching transactions within the range of the imported transaction +/- given days

Ask for a new payee's default category

  Whenever a new payee is detected during an import, the user will be asked for the default category for the payee.

## Scheduled Transactions

These options allow you to modify the behavior of the scheduling features.

### Schedule startup options

Check schedules upon startup

  Enables checking the schedule upon startup of &kappname;.

Enter transactions this number of days in advance

  Specify how many days in advance should the scheduled transactions be entered.

Number of days to preview schedules in ledger

  Specify how many days should the schedules show up in the ledger.

  The scheduled transactions will be listed in the ledger. You can enter or skip the scheduled transactions by right-clicking on them.

## Online Quotes

These settings modify how online quotes are retrieved from different online sources.

This tab allows you to change the online quote sources for &kappname;. Generally speaking, this is an advanced feature, and should only be attempted by the most technically adept users.

For more details, please refer to the Online Price Quotes section.

## Forecast

These options allow you to modify how the forecast is calculated.

Number of days to forecast

  Select how many days you want to forecast. The default is 90 days

Number of days of account cycle

  The normal number of days that your commonly-used accounts go through an income-expense cycle. For example, if you receive your salary on a monthly basis, you should select 30 days here.

Day of month to start forecast

  Select the day of the month when you want to start the forecast. This would usually be the day when you receive your salary or other income.

Forecast Method

  The forecast method to be used.

  Scheduled and future transaction forecasts your balance based on the information of your scheduled and future transactions.

  History-based uses your past transactions to extrapolate a forecast.

Number of cycles to use in forecast

  If using a history-based method, how many previous account cycles should &kappname; use to calculate the forecast.

History forecast method

  Select the method to use when calculating a forecast based on historic information

  Simple moving average averages your past transactions to calculate a forecast.

  Weighted moving average averages your past transactions, but it will give more importance to the most recent transactions.

  Linear regression uses a linear-regression formula based on your past transactions to calculate the forecast

## Encryption

These options allow you to modify the data encryption settings.

Use GPG encryption

  Enables the use of GPG to encrypt data file. See the section on GPG Encryption for more details.

### GPG Encryption

Your key

  Enter the email address or the hexadecimal key id to use for data encryption.

Additional keys

  Select additional keys to use for data encryption.

Also encrypt with kmymoney-recover key

  Encrypts data with the &kappname; recover key. Selecting this option will allow core &kappname; developers to decrypt your data file in case you lose your encryption key.

## Colors

These options allow you to change colors within &kappname;.

### Foreground tab

Modify any of the foreground colors by clicking on the color button and opening a color select palette.

### Background tab

Modify any of the background colors by clicking on the color button and opening a color select palette.

Note the Use system colors checkbox at the top of the tab. If this is checked, &kappname; uses colors provided by the system, such as those associated with a selected theme, although the details depend on which operating system and possibly which window system or display manager is running. Very often, if you experience odd colors or odd combination of colors, toggling this checkbox will help.

## Fonts

These options allow you to modify the fonts.

Use system fonts

  Select this to use system fonts. Deselecting this option allows you to customize fonts.

Cell font

  Specify the custom font to use within each cell.

Header font

  Specify the custom font to use for the headers of each view.

## Plugins

These options allow you to modify the behavior of any installed plugins. Note that the list of plugins displayed will depend on which plugins &kappname; found when it started. It does not matter whether the plugin was compiled as part of the application or added as a separate package. Configure Plugins Configure Plugins For most plugins, the only choice is to enable or disable it, as indicated by the checkbox next to the name of the plugin. In addition, there is also an information (&infoicon;) button for each, which will show the plugin version and author. Further information on configuring and using these plugins may be found in the separate sections for CSV Import and OFX Import plugins. It is also true for the Reconciliation report, although that report is only a minor part of the larger reconciliation process. The one plugin that does require a configuration step is the Print Check plugin.

### Print check plugin

This plugin is included with the source of &kappname;, and should always be enabled. It allows printing of a check based on the data from a selected transaction, with the layout controlled by an html template. You need to use a template which is matched to your pre-printed checks. When you click on the configure (&configicon;) button , the Print check configuration dialog is displayed. At the top is a text box for the path to the selected template. To the right of that is a button which brings up a file chooser, to select an alternative template file.

A template file is an html file, in which specific strings are used to reference the fields from the transaction and from the current account and institution to show where they will be printed on the check. &kappname; is shipped with some sample template files. You should either be able to use one of them, or modify one to suit your needs. When the default template is selected, the configuration dialog will show you the directory which contains the sample files.