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The Kmymoney Handbook for Kmymoney Version

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The Kmymoney Handbook for Kmymoney Version The KMyMoney Handbook for KMyMoney version 4.6 Michael T. Edwardes, Thomas Baumgart, Ace Jones, Tony Bloomfield, Robert Wadley, Darin Strait, Roger Lum, and Jack H. Ostroff The KMyMoney Handbook 2 Contents 1 Introduction 1 1.1 What is KMyMoney? . .1 1.2 What KMyMoney is not . .1 2 What’s new in this release2 3 Making the most of KMyMoney3 3.1 Basic Accounting . .3 3.1.1 Defining the accounts (personal records) . .4 3.1.2 Defining the accounts (business records) . .4 3.2 Mapping your finances to KMyMoney . .4 3.2.1 Accounts . .4 3.2.1.1 Accounts - Asset . .4 3.2.1.2 Accounts - Liability . .5 3.2.2 Institutions . .5 3.2.3 Categories . .5 3.2.4 Sub-Categories . .5 3.2.5 Payees . .5 3.2.6 Scheduled transactions . .5 3.3 Useful Tips . .5 4 Using KMyMoney for the first time7 4.1 Running KMyMoney for the first time . .7 4.2 The main window . .8 4.3 Creating a new file . .9 4.4 Creating accounts . 15 4.5 Schedules . 16 4.6 Categories . 16 4.7 Payees . 16 4.8 Quicken Interchange Format (QIF) Import . 16 4.9 Searching for transactions . 16 4.10 Reconciliation . 17 The KMyMoney Handbook 4.11 Backing up . 17 4.12 Launching KMyMoney . 17 4.13 Contacting the Developers / Reporting Bugs . 17 4.13.1 Contacting the developers . 17 4.13.2 Reporting bugs . 18 4.13.2.1 Writing High Quality Bug Reports . 18 5 Institutions 19 5.1 Institution Options . 19 5.1.1 New Institution . 20 5.2 Account Options . 20 6 Accounts 22 6.1 The Accounts View . 22 6.2 Creating an Account . 22 6.2.1 The Institution (Bank) name . 23 6.2.2 Account . 24 6.2.3 Credit Card Accounts . 25 6.2.4 Investment Accounts . 25 6.2.5 Loan Accounts . 26 6.2.6 Parent Account . 32 6.2.7 Review and save the account details . 33 6.3 Opening / viewing accounts . 33 6.4 Editing Account Information . 33 6.5 Deleting accounts . 35 7 Categories 36 7.1 Creating categories . 36 7.2 Editing a Category . 37 7.3 VAT Support . 38 7.4 Deleting categories . 38 8 Payees 39 8.1 Payees List . 39 8.1.1 Adding a Payee or Payer . 40 8.1.2 Renaming a Payee or Payer . 40 8.1.3 Deleting a Payee or Payer . 40 8.2 Additional Payee Details . 40 8.2.1 Personal Information . 40 8.2.2 Transaction Matching Settings . 41 8.2.2.1 Overview . 41 8.2.2.2 Setting up . 41 8.2.2.3 Importing Transactions . 42 8.3 Viewing Transaction History . 42 4 The KMyMoney Handbook 9 Schedules 43 9.1 Introduction . 43 9.2 Types of schedules . 43 9.2.1 Bills . 44 9.2.2 Deposits . 44 9.2.3 Loans . 44 9.2.4 Transfers . 44 9.3 The schedule view . 44 9.4 The new schedule dialog . 45 9.4.1 Filling in the fields . 45 9.4.2 Modifying the schedule behavior . 46 9.4.3 Letting KMyMoney enter the transaction into the register . 46 9.4.4 Letting KMyMoney know when the schedule will finish . 46 9.5 Editing schedules . 46 9.6 Deleting schedules . 46 9.7 The calendar view . 46 9.8 Entering scheduled transactions . 48 9.8.1 Manually entering scheduled transactions . 49 9.8.2 Confirming the transaction to enter . 49 9.8.3 Letting KMyMoney enter the scheduled transaction(s) for you . 50 10 Ledgers 51 10.1 The Ledger View . 51 10.1.1 The filter area . 52 10.1.2 The transaction list . 52 10.1.3 The transaction input form . 53 10.2 Entering Transactions . 53 10.3 Using the transaction input form . 53 10.3.1 The fields of a transaction . 54 10.3.1.1 The Payee . 54 10.3.1.2 The Category . 54 10.3.1.3 The Memo . 54 10.3.1.4 The Check Number . 54 10.3.1.5 The Date . 54 10.3.1.6 The Amount . 55 10.4 Directly inputting transactions into the list . 55 10.4.1 Starting the edit . ..
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