KMYMoney Help

Thomas Baumgart thb at net-bembel.de
Fri Jan 3 22:29:54 GMT 2020


Larry,

On Freitag, 3. Januar 2020 23:10:16 CET Larry Cutrone wrote:

> I recently downloaded KMYMoney to migrate away from Quicken.  I like the
> look & feel, and can tolerate having to start from scratch to add categories
> with which I am familiar. 

Did you know, that you can try to import a QIF file to keep your history? Might be worth a try, your mileage may vary though.

> I added several accounts and on my 1st attempt
> ran into date issues since my bank used 4 digit and the program only allows
> for 2 digit year.  Is there a way to change this?  

The date format is usually controlled by the KDE system settings. KMyMoney just uses that. Or am I misunderstanding the question?

> 2nd question is how do I
> find options to set up my accounts to updated from my bank via online
> banking?  

That depends on the possibilities your bank supports. Usually you use "Account/Map account" to setup direct online processing of statement/transaction data. Another possibility is to import CSV files.

> Any help will be much appreciated even if it is to read some
> documentation (as long as I know where it is).

Documentation can be found here: https://kmymoney.org/documentation.php

Hope that helps and gets you started.

-- 

Regards

Thomas Baumgart

https://www.signal.org/       Signal, the better WhatsApp
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