KMyMoney/FAQ: Difference between revisions
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===Where do I find some more information about OFX parameters?=== | ===Where do I find some more information about OFX parameters?=== | ||
Here are some external sources which might give | Here are some external sources which might give you more information: | ||
[http://ofxblog.wordpress.com/ ofxblog] and [http://www.ofxhome.com/ ofxhome]. | [http://ofxblog.wordpress.com/ ofxblog] and [http://www.ofxhome.com/ ofxhome]. | ||
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selected by the source of your QIF file (e.g. your bank). In | selected by the source of your QIF file (e.g. your bank). In | ||
order to cope with many different date formats, KMyMoney | order to cope with many different date formats, KMyMoney | ||
provides 'QIF profiles'. Each profile allows | provides 'QIF profiles'. Each profile allows customizing KMyMoney to accept the input data format chosen by the | ||
KMyMoney to accept the input data format chosen by the | |||
originator of the QIF file. | originator of the QIF file. | ||
With respect to dates, KMyMoney supports m/d/y as well as | With respect to dates, KMyMoney supports m/d/y as well as d/m/y formats. 2 digit year info as well as 4 digit year info is also supported. For 2 digit year info some institutions use an apostrophe to identify a certain range of years. Within the date tab of the QIF profile editor, you can also select the behavior of KMyMoney in case of such an apostrophe. | ||
d/m/y formats. 2 digit year info as well as 4 digit year info | |||
is also supported. For 2 digit year info some institutions use | |||
an apostrophe to identify a certain range of years. Within the | |||
date tab of the QIF profile editor you can also select the | |||
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|- | |- | ||
|%yy | |%yy | ||
|identifies two digit year info | |identifies two-digit year info | ||
|- | |- | ||
|%yyyy | |%yyyy | ||
|identifies four digit year info | |identifies four-digit year info | ||
|- | |- | ||
|%m | |%m | ||
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Example: If you see a date of 21/3\'03 in your records, | Example: If you see a date of 21/3\'03 in your records, | ||
select the '%d/%m/%yy' setting. It does not matter if you have | select the '%d/%m/%yy' setting. It does not matter if you have | ||
a / or an ' | a / or an ' preceding the years. Therefore, '%d/%m%yy' would be | ||
the wrong format. If your bank sends you this file for the year | the wrong format. If your bank sends you this file for the year | ||
2003 then you probably want to set the apostrophe handling to | 2003 then you probably want to set the apostrophe handling to | ||
'2000-2099'. Then the above record would be interpreted to | '2000-2099'. Then the above record would be interpreted to | ||
carry the '21st of March 2003' as | carry the '21st of March 2003' as its date. | ||
If you picked the wrong date format in the QIF profile, | If you picked the wrong date format in the QIF profile, | ||
KMyMoney cannot correctly interpret the data and shows error | KMyMoney cannot correctly interpret the data and shows error | ||
messages. The default in this case is to use today's date. | messages. The default, in this case, is to use today's date. | ||
===When I start KMyMoney I get a "Malformed URL" error. What's wrong?=== | ===When I start KMyMoney I get a "Malformed URL" error. What's wrong?=== | ||
Usually the reason for this is that you didn't run `make install` | Usually, the reason for this is that you didn't run `make install` | ||
as root. This step actually copies all of the icons, | as root. This step actually copies all of the icons, | ||
and other files needed by KMyMoney to run properly. If you did | and other files needed by KMyMoney to run properly. If you did | ||
run this, make sure you passed the correct prefix to | run this, make sure you passed the correct prefix to | ||
`configure` at the beginning of your | `configure` at the beginning of your compilation. | ||
===I have mistyped the name of a payee and want to change it in all transaction. Is there a global search/replace?=== | ===I have mistyped the name of a payee and want to change it in all transaction. Is there a global search/replace?=== | ||
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Payees view and search the entry with the name you want to | Payees view and search the entry with the name you want to | ||
change. Enter the new name. Since the transactions only use a | change. Enter the new name. Since the transactions only use a | ||
reference to the payees record, all transactions now show the | reference to the payees' record, all transactions now show the | ||
new name. | new name. | ||
===Why is there no translation for 'my' language"=== | ===Why is there no translation for 'my' language"=== | ||
Most likely, the reason is that no one has offered to | Most likely, the reason is that no one has offered to translate it yet. Translating KDE/Qt-based applications is very | ||
translate it yet. Translating KDE/ | simple, and does not require any programming skills. If you would like to translate KMyMoney into your language, please | ||
simple, and does not require any programming skills. If you | |||
would like to translate KMyMoney into your language, please | |||
post a message to the [mailto:kmymoney-devel@kde.org KMyMoney], | post a message to the [mailto:kmymoney-devel@kde.org KMyMoney], | ||
and we will give you the details on how you can easily provide | and we will give you the details on how you can easily provide | ||
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===Speaking of names: where did the "2" come from? Is it KMyMoney or KMyMoney2?=== | ===Speaking of names: where did the "2" come from? Is it KMyMoney or KMyMoney2?=== | ||
The name of the app is KMyMoney. The "2" is historical | The name of the app is KMyMoney. The "2" is a historical legacy from when the project went from KDE 1 to KDE 2. You can search the mailing list archive for more details. | ||
legacy from when the project went from KDE 1 to KDE 2. You can | |||
search the mailing list archive for more details. | |||
===Accounts and categories show a total balance of 0.00 which is wrong. What's going on here?=== | ===Accounts and categories show a total balance of 0.00 which is wrong. What's going on here?=== | ||
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the total of the account and all its sub-ordinate accounts | the total of the account and all its sub-ordinate accounts | ||
when the entry in the tree is collapsed. If the entry is | when the entry in the tree is collapsed. If the entry is | ||
expanded, the value shown will be | expanded, the value shown will be one of the account without the sub-oridinate accounts included. | ||
without the sub-oridinate accounts included. | |||
Due to design reasons, the fix cannot easily be backported | Due to design reasons, the fix cannot easily be backported | ||
Revision as of 07:22, 23 December 2020
How do I compile from sources (Git)?
Our installation guide contains all the information about compiling and installing from Git.
I am having trouble compiling the sources
Refer to the Developer's wiki. This wiki is dedicated to regular users.
Where do I find some more information about OFX parameters?
Here are some external sources which might give you more information: ofxblog and ofxhome.
Why is a transaction shown in red and how can I get rid of the color?
The transaction is shown in red if parts of the amount are not categorized. This is most commonly caused by importing a QIF or OFX file or by downloading statement data online.
So all you have to do is to modify the transaction such that the whole amount of the transaction is assigned to categories.
Why does the QIF import choke on a wrong date format?
The QIF specification does not specify a definite format for dates. Several different formats are used and the format is selected by the source of your QIF file (e.g. your bank). In order to cope with many different date formats, KMyMoney provides 'QIF profiles'. Each profile allows customizing KMyMoney to accept the input data format chosen by the originator of the QIF file.
With respect to dates, KMyMoney supports m/d/y as well as d/m/y formats. 2 digit year info as well as 4 digit year info is also supported. For 2 digit year info some institutions use an apostrophe to identify a certain range of years. Within the date tab of the QIF profile editor, you can also select the behavior of KMyMoney in case of such an apostrophe.
| Date Format | Meaning |
|---|---|
| %yy | identifies two-digit year info |
| %yyyy | identifies four-digit year info |
| %m | identifies a numeric month (1-12) |
| %mmm | identifies a short month name (e.g. Jan, Feb) |
| %d | identifies a numeric day (1-31) |
Example: If you see a date of 21/3\'03 in your records,
select the '%d/%m/%yy' setting. It does not matter if you have
a / or an ' preceding the years. Therefore, '%d/%m%yy' would be
the wrong format. If your bank sends you this file for the year
2003 then you probably want to set the apostrophe handling to
'2000-2099'. Then the above record would be interpreted to
carry the '21st of March 2003' as its date.
If you picked the wrong date format in the QIF profile, KMyMoney cannot correctly interpret the data and shows error messages. The default, in this case, is to use today's date.
When I start KMyMoney I get a "Malformed URL" error. What's wrong?
Usually, the reason for this is that you didn't run `make install` as root. This step actually copies all of the icons, and other files needed by KMyMoney to run properly. If you did run this, make sure you passed the correct prefix to `configure` at the beginning of your compilation.
I have mistyped the name of a payee and want to change it in all transaction. Is there a global search/replace?
There is no global search and replace function in KMyMoney. Nevertheless, it is easy to change a payees name: select the Payees view and search the entry with the name you want to change. Enter the new name. Since the transactions only use a reference to the payees' record, all transactions now show the new name.
Why is there no translation for 'my' language"
Most likely, the reason is that no one has offered to translate it yet. Translating KDE/Qt-based applications is very simple, and does not require any programming skills. If you would like to translate KMyMoney into your language, please post a message to the KMyMoney, and we will give you the details on how you can easily provide a translation for us.
Speaking of names: where did the "2" come from? Is it KMyMoney or KMyMoney2?
The name of the app is KMyMoney. The "2" is a historical legacy from when the project went from KDE 1 to KDE 2. You can search the mailing list archive for more details.
Accounts and categories show a total balance of 0.00 which is wrong. What's going on here?
This is a design problem in the 0.8 branch which has been fixed in the current development version. It will show the total of the account and all its sub-ordinate accounts when the entry in the tree is collapsed. If the entry is expanded, the value shown will be one of the account without the sub-oridinate accounts included.
Due to design reasons, the fix cannot easily be backported to the 0.8 branch.
Will KMymoney work on my X/Ubuntu desktop?
It will work, but you will have to install the `basic KDE libraries`
first, as Xubuntu comes with Gnome libraries by default. If you want
to install from Git, you should install build-essential and
kdelibs4-dev. The second one will install a ton of other
KDE-related packages.
How do I configure file encryption on Windows ?
KMyMoney on Windows uses an embedded copy of GPG to support file encryption.
To create a new gpg key pair open a command shell in the bin directory
of the kmymoney installation and run: gpg2 --gen-key. Then, in kmymoney
settings dialog, enter encryption tab, enable encryption support and choose the
just generated gpg key. Now you are ready to save to an encrypted file and load from it.
For additional gpg key management see here.
How can I report a bug?
You can report a bug here. You can also browse the mailing list to search for previous discussions of similar bugs.