<?xml version="1.0" encoding="UTF-8"?> <chapter id="details.settings"> <chapterinfo> <authorgroup> <author> &Roger.Lum; &Roger.Lum.mail; </author> </authorgroup> <date>2010-07-25</date> <releaseinfo>4.5</releaseinfo> </chapterinfo> <title id="details.settings.title">&kappname; Settings</title> <para> The settings described below modify the behavior of &kappname;. These settings can be changed through <menuchoice><guimenu>Settings</guimenu><guimenuitem>Configure &kappname;...</guimenuitem></menuchoice>. </para> <sect1 id="details.settings.general"> <title id="details.settings.general.title">General</title> <sect2 id="details.settings.general.global"> <title>Global options</title> <variablelist> <varlistentry> <term><guilabel>Startup</guilabel></term> <listitem> <para>Choose the initial view upon startup.</para> <itemizedlist> <listitem><para>Start with <link linkend="firsttime.mainwindow">home page</link></para></listitem> <listitem><para>Start with last selected page</para></listitem> </itemizedlist> </listitem> </varlistentry> <varlistentry> <term><guilabel>Price Precision</guilabel></term> <listitem> <para>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</para> </listitem> </varlistentry> <varlistentry> <term><guilabel>Autosave periodically</guilabel></term> <listitem> <para>Check this box if you wish &kappname; to autosave your files periodically. The default is 10 minutes.</para> </listitem> </varlistentry> <varlistentry> <term><guilabel>Your fiscal year starts on</guilabel></term> <listitem> <para>Enter the starting day and month of your fiscal year</para> </listitem> </varlistentry> </variablelist> </sect2> <sect2 id="details.settings.general.views"> <title>Views options</title> <variablelist> <varlistentry> <term><guilabel>Synchronize account selection of ledger and investment view</guilabel></term> <listitem> <para>If this option is selected, selecting an account on the investments view will change the account selection on the ledger view, and viceversa.</para> </listitem> </varlistentry> <varlistentry> <term><guilabel>Icon size of navigation bar</guilabel></term> <listitem> <para>Select the size of the icons of the left-side navigation bar.</para> </listitem> </varlistentry> <varlistentry> <term><guilabel>Show titlebar on each page</guilabel></term> <listitem> <para>Whether the title of the current view should be displayed on each page.</para> </listitem> </varlistentry> </variablelist> </sect2> <sect2 id="details.settings.general.filter"> <title>Filter options</title> <variablelist> <varlistentry> <term><guilabel>Don't show unused categories</guilabel></term> <listitem> <para>Hide unused categories.</para> </listitem> </varlistentry> <varlistentry> <term><guilabel>Don't show closed accounts</guilabel></term> <listitem> <para>Hide closed accounts.</para> </listitem> </varlistentry> <varlistentry> <term><guilabel>Show equity accounts</guilabel></term> <listitem> <para>Equity accounts are normally hidden. Select this option to show them.</para> </listitem> </varlistentry> <varlistentry> <term><guilabel>Don't show finished schedules</guilabel></term> <listitem> <para>Hide finished schedules.</para> </listitem> </varlistentry> <varlistentry> <term><guilabel>Don't show transaction prior to</guilabel></term> <listitem> <para>Hide transactions prior to the selected date.</para> <para>Setting this option to January 1, 1900 is a good way to debug date-related file import problems.</para> </listitem> </varlistentry> <varlistentry> <term><guilabel>Don't show reconciled transactions</guilabel></term> <listitem> <para>Filter transactions by reconciliation state. Transactions that are marked as <emphasis>Reconciled</emphasis> will not be shown.</para> </listitem> </varlistentry> </variablelist> </sect2> </sect1> <sect1 id="details.settings.register"> <title id="details.settings.register.title">Register</title> <para> These options allow you to modify the behavior of the transaction registers. </para> <sect2 id="details.settings.register.display"><title>Display tab</title> <variablelist> <varlistentry> <term><guilabel>Show a grid in the register</guilabel></term> <listitem> <para>Show grid lines in the transaction register.</para> </listitem> </varlistentry> <varlistentry id="details.settings.register.lens"> <term><guilabel>Use the ledger lens</guilabel></term> <listitem> <para>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 <link linkend="reference.menus.settings.transactiondetail">Show Transaction Detail</link> menu option turned off.</para> </listitem> </varlistentry> <varlistentry> <term><guilabel>Show transaction form</guilabel></term> <listitem> <para>Show the <link linkend="details.ledger.transactionform">transaction form</link> 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.</para> </listitem> </varlistentry> <varlistentry> <term><guilabel>Always show a No. field</guilabel></term> <listitem> <para>Always have the number (<quote>No.</quote>) field when entering or editing a transaction.</para> </listitem> </varlistentry> <varlistentry> <term><guilabel>Show group header between transactions</guilabel></term> <listitem> <para>Display group headers in the register</para> </listitem> </varlistentry> <varlistentry> <term><guilabel>Show header for the previous and current fiscal year </guilabel></term> <listitem> <para>Display group headers for the current and the previous fiscal year</para> </listitem> </varlistentry> </variablelist> </sect2> <sect2 id="details.settings.register.sorting"> <title>Sorting tab</title> <sect3 id="details.settings.register.sorting.normal"> <title>Normal view tab</title> <para> Choose the sort order of the ledger while in the Normal view. </para> </sect3> <sect3 id="details.settings.register.sorting.reconciliation"> <title>Reconciliation view tab</title> <para> Choose the sort order of the ledger while in the Reconciliation view. </para> </sect3> <sect3 id="details.settings.register.sorting.search"> <title>Search view tab</title> <para> Choose the sort order of the ledger while in the Search view. </para> </sect3> </sect2> <sect2 id="details.settings.register.dataentry"> <title>Data Entry tab</title> <variablelist> <varlistentry> <term><guilabel>Insert transaction type into No. field for new transactions</guilabel></term> <listitem> <para>Automatically place the type of the transaction, ⪚., Deposit, Withdrawal, etc., in the No. field.</para> </listitem> </varlistentry> <varlistentry> <term><guilabel>Auto increment check number</guilabel></term> <listitem> <para>Have the check number automatically increment whenever entering a new check transaction.</para> </listitem> </varlistentry> <varlistentry> <term><guilabel>Keep changes when selecting a different transaction/split</guilabel></term> <listitem> <para>When enabled, selecting a different transaction or split will save edits to the current transaction.</para> <para>When disabled, selecting a different transaction will cancel them. Instead, you must explicitly accept the changes.</para> </listitem> </varlistentry> <varlistentry> <term><guilabel>Use Enter to move between fields</guilabel></term> <listitem><para>When enabled, pressing Enter will change the focus to the next field of the transaction form.</para> </listitem> </varlistentry> <varlistentry> <term><guilabel>Match names from start</guilabel></term> <listitem> <para>Mark this option if you always want to match names ⪚, for payees from the start. If unset, any substring is matched</para> </listitem> </varlistentry> <varlistentry> <term><guilabel>Default reconciliation state</guilabel></term> <listitem> <para>Select the default reconciliation state for new transactions.</para> </listitem> </varlistentry> <varlistentry> <term><guilabel>Auto fill with previous transaction data</guilabel></term> <listitem> <para>Select the desired behavior for autofill or deactivate it</para> <itemizedlist> <listitem> <para>No Autofill</para> </listitem> <listitem> <para>Same transaction if amount differs less than X percent</para> <para>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.</para> </listitem> <listitem> <para>With previously most often used transaction for the payee</para> <para>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.</para> </listitem> </itemizedlist> </listitem> </varlistentry> </variablelist> </sect2> <sect2 id="details.settings.register.import"> <title>Import tab</title> <variablelist> <varlistentry> <term><guilabel>Match transaction within days</guilabel></term> <listitem> <para>Search for matching transactions within the range of the imported transaction +/- given days</para> </listitem> </varlistentry> <varlistentry> <term><guilabel>Ask for a new payee's default category</guilabel></term> <listitem> <para>Whenever a new payee is detected during an import, the user will be asked for the default category for the payee.</para> </listitem> </varlistentry> </variablelist> </sect2> </sect1> <sect1 id="details.settings.home"> <title id="details.settings.home.title">Home</title> <para> 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. </para> <variablelist> <varlistentry> <term><guilabel>Payments</guilabel></term> <listitem> <para>It shows the first 5 occurrences of your scheduled transactions</para> </listitem> </varlistentry> <varlistentry> <term><guilabel>Preferred accounts</guilabel></term> <listitem> <para>It shows the balance and credit of your favorite accounts</para> </listitem> </varlistentry> <varlistentry> <term><guilabel>Payment accounts</guilabel></term> <listitem> <para>It shows the balance of your asset and liability accounts, except for the investment accounts</para> </listitem> </varlistentry> <varlistentry> <term><guilabel>Favorite Reports</guilabel></term> <listitem> <para>It shows a list of your favorite reports</para> </listitem> </varlistentry> <varlistentry> <term><guilabel>Forecast</guilabel></term> <listitem> <para>It shows a forecast for your asset and liability Accounts</para> </listitem> </varlistentry> <varlistentry> <term><guilabel>Networth forecast</guilabel></term> <listitem> <para>It shows a chart of your forecast net worth for the next 90 days</para> </listitem> </varlistentry> <varlistentry> <term><guilabel>Assets and Liabilities</guilabel></term> <listitem> <para>It shows the balance of all your assets and liabilities</para> </listitem> </varlistentry> <varlistentry> <term><guilabel>Budget</guilabel></term> <listitem> <para>It shows the budget items for the current month which have a negative difference compared to the actual income or expense</para> </listitem> </varlistentry> <varlistentry> <term><guilabel>CashFlow</guilabel></term> <listitem> <para>It shows an analysis of your cash flow for the current month</para> </listitem> </varlistentry> <varlistentry> <term><guilabel>Percentage of default font size</guilabel></term> <listitem> <para>Select the size of the font on the Home page</para> </listitem> </varlistentry> <varlistentry> <term><guilabel>Remember font size when leaving the program if manually changed with mouse-wheel</guilabel></term> <listitem> <para>Selecting this will save your font size preference if you have changed it from the Home page by using the mouse-wheel</para> </listitem> </varlistentry> <varlistentry> <term><guilabel>Show account limit information</guilabel></term> <listitem> <para>Shows the limit of the accounts on the Payment Accounts and Preferred Accounts sections of the Home page</para> </listitem> </varlistentry> </variablelist> </sect1> <sect1 id="details.settings.schedules"> <title id="details.settings.schedules.title">Schedules</title> <para> These options allow you to modify the behavior of the <link linkend="details.schedules">scheduling features</link>. </para> <sect2 id="details.settings.schedules.startupoptions"> <title>Schedule startup options</title> <variablelist> <varlistentry> <term><guilabel>Check schedules upon startup</guilabel></term> <listitem> <para>Enables checking the schedule upon startup of &kappname;.</para> </listitem> </varlistentry> <varlistentry> <term><guilabel>Enter transactions this number of days in advance</guilabel></term> <listitem><para>Specify how many days in advance should the scheduled transactions be entered.</para> </listitem> </varlistentry> <varlistentry> <term><guilabel>Number of days to preview schedules in ledger</guilabel></term> <listitem> <para>Specify how many days should the schedules show up in the ledger.</para> <para>The scheduled transactions will be listed in the ledger. You can enter or skip the scheduled transactions by right-clicking on them.</para> </listitem> </varlistentry> </variablelist> </sect2> </sect1> <sect1 id="details.settings.encryption"> <title id="details.settings.encryption.title">Encryption</title> <para> These options allow you to modify the data encryption settings. </para> <variablelist> <varlistentry> <term><guilabel>Use GPG</guilabel></term> <listitem> <para>Enables the use of GPG to encrypt data file. See the section on <link linkend="details.formats.encrypted">GPG Encryption</link> for more details.</para> </listitem> </varlistentry> </variablelist> <sect2 id="details.settings.encryption.gpgencryption"> <title>GPG Encryption</title> <variablelist> <varlistentry> <term><guilabel>Your key</guilabel></term> <listitem> <para>Enter the email address or the hexadecimal key id to use for data encryption.</para> </listitem> </varlistentry> <varlistentry> <term><guilabel>Additional keys</guilabel></term> <listitem> <para>Select additional keys to use for data encryption.</para> </listitem> </varlistentry> <varlistentry> <term><guilabel>Also encrypt with kmymoney-recover key</guilabel></term> <listitem> <para>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.</para> </listitem> </varlistentry> </variablelist> </sect2> </sect1> <sect1 id="details.settings.colors"> <title id="details.settings.colors.title">Colors</title> <para> These options allow you to change colors within &kappname;. </para> <sect2 id="details.settings.colors.foreground"> <title>Foreground tab</title> <para> Modify the foreground colors by clicking on the color button and opening a color select palette. </para> </sect2> <sect2 id="details.settings.colors.background"> <title>Background tab</title> <para> Modify the background colors by clicking on the color button and opening a color select palette. </para> </sect2> </sect1> <sect1 id="details.settings.fonts"> <title>Fonts</title> <para> These options allow you to modify the fonts. </para> <variablelist> <varlistentry> <term><guilabel>Use system fonts</guilabel></term> <listitem> <para>Select this to use system fonts. Deselecting this option allows you to customize fonts.</para> </listitem> </varlistentry> <varlistentry> <term><guilabel>Cell font</guilabel></term> <listitem> <para>Specify the custom font to use within each cell.</para> </listitem> </varlistentry> <varlistentry> <term><guilabel>Header font</guilabel></term> <listitem> <para>Specify the custom font to use for the headers of each view.</para> </listitem> </varlistentry> </variablelist> </sect1> <sect1 id="details.settings.onlinequote"> <title id="details.settings.onlinequote.title">Online Quotes</title> <para> These settings modify how online quotes are retrieved from different online sources. </para> <para> 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. </para> <para> For more details, please refer to the <link linkend="details.investments.onlinequotes">Online Price Quotes</link> section. </para> </sect1> <sect1 id="details.settings.forecast"> <title id="details.settings.forecast.title">Forecast</title> <para> These options allow you to modify how the forecast is calculated. </para> <variablelist> <varlistentry> <term><guilabel>Number of days to forecast</guilabel></term> <listitem> <para>Select how many days you want to forecast. The default is 90 days</para> </listitem> </varlistentry> <varlistentry> <term><guilabel>Number of days of account cycle</guilabel></term> <listitem> <para>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.</para> </listitem> </varlistentry> <varlistentry> <term><guilabel>Day of month to start forecast</guilabel></term> <listitem> <para>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.</para> </listitem> </varlistentry> <varlistentry> <term><guilabel>Forecast Method</guilabel></term> <listitem> <para>The forecast method to be used.</para> <para>Scheduled and future transaction forecasts your balance based on the information of your scheduled and future transactions.</para> <para>History-based uses your past transactions to extrapolate a forecast.</para> </listitem> </varlistentry> <varlistentry> <term><guilabel>Number of cycles to use in forecast</guilabel></term> <listitem> <para>If using a history-based method, how many previous account cycles should &kappname; use to calculate the forecast.</para> </listitem> </varlistentry> <varlistentry> <term><guilabel>History forecast method</guilabel></term> <listitem> <para>Select the method to use when calculating a forecast based on historic information</para> <para>Simple moving average averages your past transactions to calculate a forecast.</para> <para>Weighted moving average averages your past transactions, but it will give more importance to the most recent transactions.</para> <para>Linear regression uses a linear-regression formula based on your past transactions to calculate the forecast</para> </listitem> </varlistentry> </variablelist> </sect1> <sect1 id="details.settings.plugins"> <title id="details.settings.plugins.title">Plugins</title> <para> These options allow you to modify the behavior of any installed plugins. Currently, the only choice is to enable or disable the &kappname; plugins you have installed. </para> </sect1> </chapter>