2009-08-10
1.0

# Reference

Roger Lum

    rogerlum@gmail.com

## Menus

Below is a complete list of the menu selections in &kappname;, with a very brief description of what each one does. Note that many of these menu choices will be unavailable, or grayed out, depending on the current display or state of the application. For example, you are not able to edit an account unless you have an account selected or displayed in the current view.

### File Menu

Ctrl n File New

  Creates a new empty &kappname; data file. Only one &kappname; file can be open at once, so this will close your current file first, if one is open.

Ctrl o File Open

  Opens an existing &kappname; data file.

File Open Recent ...

  Allows quick access to recently opened files.

File Open Database...

  Opens an existing database.

Ctrl s File Save

  Saves the currently open file.

File Save As...

  Saves the currently open file with a different filename.

File Save As Database...

  Saves the currently open file in a Database.

File Import ...

  Imports financial data from other file types, such as QIF and Gnucash, or a template file of accounts and categories that can be used in setting up new accounts.

File Export ...

  Exports the current file as a different file type, such as QIF, or exports a list of your accounts and categories as an template.

Ctrl p File Print

  Prints the current file.

File Backup

  Saves a backup the current file.

File Personal Data

  Allows to edit personal data.

File File information

  Displays information about the currently open &kappname; file.

Ctrl w File Close

  Closes the current file.

Ctrl q File Quit

  Quit &kappname;

### Edit Menu

Ctrl f Edit Find transactions...

  Search transactions.

### View Menu

Ctrl t Settings Show Transaction Detail

  Shows transaction details in the Ledger view. With this option turned on, all lines of the transaction will be shown in the ledger. When it is turned off, only one line will be shown.

  If you only want to see details for the currently selected transaction, but only one line for the others, you can turn on the Ledger Lens.

Ctrl r View Hide reconciled transactions

  Hides reconciled transactions on the register.

Ctrl u View Hide unused categories

  Hides unused categories on the views.

Ctrl Shift a View Show all accounts

  Shows all accounts on the views.

### Institution Menu

Institution Add new institution...

  Add a new institution.

Institution Edit institution...

  Edit an institution.

Institution Delete institution...

  Delete an institution.

### Account Menu

Account New account...

  Adds a new account.

Account Edit account...

  Edits an account.

Account Delete account...

  Deletes an account.

Account Open ledger

  Displays the ledger view of an account.

Ctrl Shift r Account Reconcile...

  Reconciles an account through the reconciliation wizard.

Account Postpone

  Postpones reconciliation of an account.

Account Finish

  Finishes reconciliation of an account.

Account Transaction report

  Opens a transaction report of an account.

Account Close account

  Closes an account.

Account Reopen account

  Reopens an account, if closed.

Account Unmap account

  Unmaps an online account.

Account Map to online account

  Maps an account to an online account.

Account Update account...

  Imports transactions from online banking for an account

Account Update all accounts...

  Import transactions from online banking for all accounts.

### Category Menu

Category New category...

  Adds a new category.

Category Edit category...

  Edits a category.

Category Delete category...

  Deletes a category.

Category Open ledger

  Displays the ledger view of a category.

### Transaction Menu

Ctrl Insert Transaction New

  Adds a new transaction.

Transaction Edit

  Edits a transaction.

Transaction Edit splits

  Edits the splits of a transaction.

Transaction Delete

  Deletes a transaction.

Transaction Duplicate

  Duplicates a transaction.

Transaction Mark transaction as ... Not Reconciled

  Changes a transaction to Not Reconciled status.

Ctrl Shift Space Transaction Mark transaction as ... Cleared

  Changes a transaction to Cleared status.

Alt Ctrl Space Transaction Mark transaction as ... Reconciled

  Changes a transaction to Reconciled status.

Transaction Go to account

  Displays the other account of a transaction.

Transaction Go to payee

  Displays the Payee view and focuses on the payee of the selected transaction.

Transaction Create scheduled transaction...

  Creates a new scheduled transaction.

Transaction Match

  Matches imported transactions.

Transaction Unatch

  Unmatches a transactions that &kappname; has proposed as a match of imported transactions. Note that this menu choice is only present if a matched transaction exists.

Transaction Accept

  Accepts a proposed merge of imported transactions.

Ctrl a Transaction Select all

  Selects all transactions on the register.

### Tools Menu

Tools QIF Profile Editor...

  Modifies the QIF profile used to import or export QIF files.

Tools Securities...

  Lists all the current securities, with the ability to edit each one.

Tools Currencies...

  Lists the currencies known to &kappname;.

Tools Prices...

  Lists stock and currency prices.

Tools Update Stock and Currency prices...

  Updates stock and currency prices from online sources using the Online Price Quotes feature.

Tools Consistency Check

  Runs a check on your file and tries to fix any problem it finds, if possible.

  Make a backup of your file before running this option.

Tools Performance-Check

  Runs a performance test on your file and displays the results.

### Settings Menu

Settings Hide/Show Toolbar

  Toggles the toolbar on or off.

Settings Hide/Show Statusbar

  Toggles the bottom status bar on or off.

Settings Enable all messages

  Re-enables any messages you may have turned off by checking Don't tell me about this again in a dialog box.

Settings &kde; Language Settings...

  Allows to change many locale based settings.

Settings Configure Shortcuts...

  Configures custom shortcuts.

Settings Configure Toolbars...

  Customizes &kappname; toolbars.

Settings Configure &kappname;...

  Configures &kappname; settings.

### Help Menu

F1 Help&kappname; Handbook

  Accesses the &kappname; Handbook.

Shift F1 Help What's This?

  Activates the "What's This?" cursor for pop-up help.

Help Show tip of the day

  Shows tip of the day.

Help Report Bug...

  Reports a found bug. Please refer to the section on Writing High Quality Bug Reports for guidance on how to write the most useful bug reports.

Help Switch application language...

  Selects the language used in &kappname;

Help About &kappname;

  Shows About &kappname; information, including the version number and the credits.

Help About &kde;

  Shows &kde; information.

&details-widgets;