<?xml version="1.0" encoding="UTF-8"?> <chapter id="reference"> <chapterinfo> <date>2010-07-25</date> <releaseinfo>4.5</releaseinfo> </chapterinfo> <title>Reference</title> <sect1 id="reference.menus"> <sect1info> <author> &Roger.Lum; &Roger.Lum.mail; </author> </sect1info> <title>Menus</title> <para> 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. </para> <sect2 id="reference.menus.file"> <title>File Menu</title> <variablelist> <varlistentry> <term><menuchoice> <shortcut> <keycombo>&Ctrl;<keycap>N</keycap></keycombo> </shortcut> <guimenu>File</guimenu><guimenuitem>New</guimenuitem> </menuchoice></term> <listitem> <para><action> 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. </action></para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <shortcut> <keycombo>&Ctrl;<keycap>O</keycap></keycombo> </shortcut> <guimenu>File</guimenu><guimenuitem>Open</guimenuitem> </menuchoice></term> <listitem> <para><action>Opens an existing &kappname; data file.</action></para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <guimenu>File</guimenu> <guimenuitem>Open Recent</guimenuitem> <guimenuitem>...</guimenuitem> </menuchoice></term> <listitem> <para><action>Allows quick access to recently opened files.</action></para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <guimenu>File</guimenu><guimenuitem>Open Database...</guimenuitem> </menuchoice></term> <listitem> <para><action>Opens an existing database.</action></para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <shortcut> <keycombo>&Ctrl;<keycap>S</keycap></keycombo> </shortcut> <guimenu>File</guimenu><guimenuitem>Save</guimenuitem> </menuchoice></term> <listitem> <para><action>Saves the currently open file.</action></para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <guimenu>File</guimenu><guimenuitem>Save As...</guimenuitem> </menuchoice></term> <listitem> <para><action>Saves the currently open file with a different filename.</action></para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <guimenu>File</guimenu><guimenuitem>Save As Database...</guimenuitem> </menuchoice></term> <listitem> <para><action>Saves the currently open file in a <link linkend="details.database">Database</link>.</action></para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <guimenu>File</guimenu> <guimenuitem>Import</guimenuitem> <guimenuitem>...</guimenuitem> </menuchoice></term> <listitem> <para><action>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.</action></para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <guimenu>File</guimenu> <guimenuitem>Export</guimenuitem> <guimenuitem>...</guimenuitem> </menuchoice></term> <listitem> <para><action>Exports the current file as a different file type, such as QIF, or exports a list of your accounts and categories as an template. </action></para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <shortcut> <keycombo>&Ctrl;<keycap>P</keycap></keycombo> </shortcut> <guimenu>File</guimenu><guimenuitem>Print</guimenuitem> </menuchoice></term> <listitem> <para><action>Prints the current file.</action></para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <guimenu>File</guimenu><guimenuitem>Backup</guimenuitem> </menuchoice></term> <listitem> <para><action>Saves a backup the current file.</action></para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <guimenu>File</guimenu><guimenuitem>Personal Data</guimenuitem> </menuchoice></term> <listitem> <para><action>Allows to edit personal data.</action></para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <guimenu>File</guimenu><guimenuitem>File information</guimenuitem> </menuchoice></term> <listitem> <para><action>Displays information about the currently open &kappname; file.</action></para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <shortcut> <keycombo>&Ctrl;<keycap>W</keycap></keycombo> </shortcut> <guimenu>File</guimenu><guimenuitem>Close</guimenuitem> </menuchoice></term> <listitem> <para><action>Closes the current file.</action></para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <shortcut> <keycombo>&Ctrl;<keycap>Q</keycap></keycombo> </shortcut> <guimenu>File</guimenu><guimenuitem>Quit</guimenuitem> </menuchoice></term> <listitem> <para><action>Quit &kappname;</action></para> </listitem> </varlistentry> </variablelist> </sect2> <sect2 id="reference.menus.edit"> <title>Edit Menu</title> <variablelist> <varlistentry> <term><menuchoice> <shortcut> <keycombo>&Ctrl;<keycap>F</keycap></keycombo> </shortcut> <guimenu>Edit</guimenu><guimenuitem>Find transaction...</guimenuitem> </menuchoice></term> <listitem> <para><action>Search transactions.</action></para> </listitem> </varlistentry> </variablelist> </sect2> <sect2 id="reference.menus.view"> <title>View Menu</title> <variablelist> <varlistentry id="reference.menus.settings.transactiondetail"> <term><menuchoice> <shortcut> <keycombo>&Ctrl;<keycap>T</keycap></keycombo> </shortcut> <guimenu>View</guimenu> <guimenuitem>Show Transaction Detail</guimenuitem> </menuchoice></term> <listitem> <para><action> Shows transaction details in the <link linkend="details.ledgers">Ledger</link> 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. </action></para> <para> If you only want to see details for the currently selected transaction, but only one line for the others, you can turn on the <link linkend="details.settings.register.lens">Ledger Lens</link>. </para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <shortcut> <keycombo>&Ctrl;<keycap>R</keycap></keycombo> </shortcut> <guimenu>View</guimenu> <guimenuitem>Hide reconciled transactions</guimenuitem> </menuchoice></term> <listitem> <para><action>Hides reconciled transactions on the register.</action></para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <shortcut> <keycombo>&Ctrl;<keycap>U</keycap></keycombo> </shortcut> <guimenu>View</guimenu> <guimenuitem>Hide unused categories</guimenuitem> </menuchoice></term> <listitem> <para><action>Hides unused categories in the views.</action></para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <shortcut> <keycombo> &Ctrl;&Shift;<keycap>A</keycap> </keycombo> </shortcut> <guimenu>View</guimenu><guimenuitem>Show all accounts</guimenuitem> </menuchoice></term> <listitem> <para><action>Shows all accounts in the views.</action></para> </listitem> </varlistentry> </variablelist> </sect2> <sect2 id="reference.menus.institution"> <title>Institution Menu</title> <variablelist> <varlistentry> <term><menuchoice> <guimenu>Institution</guimenu> <guimenuitem>New institution...</guimenuitem> </menuchoice></term> <listitem> <para><action>Add a new institution.</action></para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <guimenu>Institution</guimenu> <guimenuitem>Edit institution...</guimenuitem> </menuchoice></term> <listitem> <para><action>Edit an institution.</action></para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <guimenu>Institution</guimenu> <guimenuitem>Delete institution...</guimenuitem> </menuchoice></term> <listitem> <para><action>Delete an institution.</action></para> </listitem> </varlistentry> </variablelist> </sect2> <sect2 id="reference.menus.account"> <title>Account Menu</title> <variablelist> <varlistentry> <term><menuchoice> <guimenu>Account</guimenu> <guimenuitem>New account...</guimenuitem> </menuchoice></term> <listitem> <para><action>Adds a new account.</action></para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <guimenu>Account</guimenu><guimenuitem>Edit account...</guimenuitem> </menuchoice></term> <listitem> <para><action>Edits an account.</action></para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <guimenu>Account</guimenu><guimenuitem>Delete account...</guimenuitem> </menuchoice></term> <listitem> <para><action>Deletes an account.</action></para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <guimenu>Account</guimenu><guimenuitem>Open ledger</guimenuitem> </menuchoice></term> <listitem> <para><action>Displays the ledger view of an account.</action></para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <shortcut> <keycombo> &Ctrl;&Shift;<keycap>R</keycap> </keycombo> </shortcut> <guimenu>Account</guimenu><guimenuitem>Reconcile...</guimenuitem> </menuchoice></term> <listitem> <para><action>Reconciles an account through the reconciliation wizard.</action></para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <guimenu>Account</guimenu><guimenuitem>Postpone reconciliation</guimenuitem> </menuchoice></term> <listitem> <para><action>Postpones reconciliation of an account.</action></para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <guimenu>Account</guimenu><guimenuitem>Finish</guimenuitem> </menuchoice></term> <listitem> <para><action>Finishes reconciliation of an account.</action></para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <guimenu>Account</guimenu><guimenuitem>Transaction report</guimenuitem> </menuchoice></term> <listitem> <para><action>Opens a transaction report of an account.</action></para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <guimenu>Account</guimenu><guimenuitem>Close account</guimenuitem> </menuchoice></term> <listitem> <para><action>Closes an account.</action></para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <guimenu>Account</guimenu><guimenuitem>Reopen account</guimenuitem> </menuchoice></term> <listitem> <para><action>Reopens an account, if closed.</action></para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <guimenu>Account</guimenu><guimenuitem>Unmap account</guimenuitem> </menuchoice></term> <listitem> <para><action>Unmaps an online account.</action></para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <guimenu>Account</guimenu><guimenuitem>Map to online account</guimenuitem> </menuchoice></term> <listitem> <para><action>Maps an account to an online account.</action></para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <guimenu>Account</guimenu><guimenuitem>Update account...</guimenuitem> </menuchoice></term> <listitem> <para><action>Imports transactions from online banking for an account</action></para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <guimenu>Account</guimenu> <guimenuitem>Update all accounts...</guimenuitem> </menuchoice></term> <listitem> <para><action>Import transactions from online banking for all accounts.</action></para> </listitem> </varlistentry> </variablelist> </sect2> <sect2 id="reference.menus.category"> <title>Category Menu</title> <variablelist> <varlistentry> <term><menuchoice> <guimenu>Category</guimenu><guimenuitem>New category...</guimenuitem> </menuchoice></term> <listitem> <para><action>Adds a new category.</action></para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <guimenu>Category</guimenu><guimenuitem>Edit category...</guimenuitem> </menuchoice></term> <listitem> <para><action>Edits a category.</action></para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <guimenu>Category</guimenu><guimenuitem>Delete category...</guimenuitem> </menuchoice></term> <listitem> <para><action>Deletes a category.</action></para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <guimenu>Category</guimenu><guimenuitem>Open ledger</guimenuitem> </menuchoice></term> <listitem> <para><action>Displays the ledger view of a category.</action></para> </listitem> </varlistentry> </variablelist> </sect2> <sect2 id="reference.menus.transaction"> <title>Transaction Menu</title> <variablelist> <varlistentry> <term><menuchoice> <shortcut> <keycombo>&Ctrl;<keycap>Ins</keycap></keycombo> </shortcut> <guimenu>Transaction</guimenu><guimenuitem>New</guimenuitem> </menuchoice></term> <listitem> <para><action>Adds a new transaction.</action></para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <guimenu>Transaction</guimenu><guimenuitem>Edit</guimenuitem> </menuchoice></term> <listitem> <para><action>Edits a transaction.</action></para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <guimenu>Transaction</guimenu><guimenuitem>Edit splits</guimenuitem> </menuchoice></term> <listitem> <para><action>Edits the splits of a transaction.</action></para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <guimenu>Transaction</guimenu><guimenuitem>Delete</guimenuitem> </menuchoice></term> <listitem> <para><action>Deletes a transaction.</action></para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <guimenu>Transaction</guimenu><guimenuitem>Duplicate</guimenuitem> </menuchoice></term> <listitem> <para><action>Duplicates a transaction.</action></para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <guimenu>Transaction</guimenu> <guimenuitem>Mark transaction as ...</guimenuitem> <guimenuitem>Not Reconciled</guimenuitem> </menuchoice></term> <listitem> <para><action>Changes a transaction to Not Reconciled status.</action></para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <shortcut> <keycombo> &Ctrl;&Shift;<keycap>Space</keycap> </keycombo> </shortcut> <guimenu>Transaction</guimenu> <guimenuitem>Mark transaction as ...</guimenuitem> <guimenuitem>Cleared</guimenuitem> </menuchoice></term> <listitem> <para><action>Changes a transaction to Cleared status.</action></para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <shortcut> <keycombo> &Alt;&Ctrl;<keycap>Space</keycap> </keycombo> </shortcut> <guimenu>Transaction</guimenu> <guimenuitem>Mark transaction as ...</guimenuitem> <guimenuitem>Reconciled</guimenuitem> </menuchoice></term> <listitem> <para><action>Changes a transaction to Reconciled status.</action></para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <guimenu>Transaction</guimenu><guimenuitem>Go to account</guimenuitem> </menuchoice></term> <listitem> <para><action>Displays the other account of a transaction.</action></para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <guimenu>Transaction</guimenu><guimenuitem>Go to payee</guimenuitem> </menuchoice></term> <listitem> <para><action>Displays the Payee view and focuses on the payee of the selected transaction.</action></para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <guimenu>Transaction</guimenu> <guimenuitem>Create scheduled transaction...</guimenuitem> </menuchoice></term> <listitem> <para><action>Creates a new scheduled transaction.</action></para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <guimenu>Transaction</guimenu><guimenuitem>Match</guimenuitem> </menuchoice></term> <listitem> <para><action>Matches imported transactions.</action></para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <guimenu>Transaction</guimenu><guimenuitem>Unmatch</guimenuitem> </menuchoice></term> <listitem> <para> <action>Unmatches a transactions that &kappname; has proposed as a match of imported transactions.</action> Note that this menu choice is only present if a matched transaction exists. </para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <guimenu>Transaction</guimenu><guimenuitem>Accept</guimenuitem> </menuchoice></term> <listitem> <para><action>Accepts a proposed merge of imported transactions.</action></para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <shortcut> <keycombo>&Ctrl;<keycap>A</keycap></keycombo> </shortcut> <guimenu>Transaction</guimenu><guimenuitem>Select all</guimenuitem> </menuchoice></term> <listitem> <para><action>Selects all transactions on the register.</action></para> </listitem> </varlistentry> </variablelist> </sect2> <sect2 id="reference.menus.tools"> <title>Tools Menu</title> <variablelist> <varlistentry> <term><menuchoice> <guimenu>Tools</guimenu><guimenuitem>QIF Profile Editor...</guimenuitem> </menuchoice></term> <listitem> <para><action>Modifies the QIF profile used to import or export QIF files.</action></para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <guimenu>Tools</guimenu><guimenuitem>Currencies...</guimenuitem> </menuchoice></term> <listitem> <para><action>Lists the currencies known to &kappname;.</action></para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <guimenu>Tools</guimenu><guimenuitem>Prices...</guimenuitem> </menuchoice></term> <listitem> <para><action>Lists stock and currency prices.</action></para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <guimenu>Tools</guimenu> <guimenuitem>Update Stock and Currency Prices...</guimenuitem> </menuchoice></term> <listitem> <para><action>Updates stock and currency prices from online sources using the <link linkend="details.investments.onlinequotes">Online Price Quotes</link> feature.</action></para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <guimenu>Tools</guimenu><guimenuitem>Consistency Check</guimenuitem> </menuchoice></term> <listitem> <para><action>Runs a check on your file and tries to fix any problem it finds, if possible.</action></para> <para>Make a backup of your file before running this option.</para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <guimenu>Tools</guimenu><guimenuitem>Performance-Test</guimenuitem> </menuchoice></term> <listitem> <para><action>Runs a performance test on your file and displays the results.</action></para> </listitem> </varlistentry> </variablelist> </sect2> <sect2 id="reference.menus.settings"> <title>Settings Menu</title> <variablelist> <varlistentry> <term><menuchoice> <guimenu>Settings</guimenu><guimenuitem>Hide/Show Toolbar</guimenuitem> </menuchoice></term> <listitem> <para><action>Toggles the toolbar on or off.</action></para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <guimenu>Settings</guimenu><guimenuitem>Hide/Show Statusbar</guimenuitem> </menuchoice></term> <listitem> <para><action>Toggles the bottom status bar on or off.</action></para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <guimenu>Settings</guimenu><guimenuitem>Enable all messages</guimenuitem> </menuchoice></term> <listitem> <para><action>Re-enables any messages you may have turned off by checking <guimenuitem>Don't tell me about this again</guimenuitem> in a dialog box.</action></para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <guimenu>Settings</guimenu> <guimenuitem>&kde; Language Settings...</guimenuitem> </menuchoice></term> <listitem> <para><action>Allows to change many locale based settings.</action></para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <guimenu>Settings</guimenu> <guimenuitem>Configure Shortcuts...</guimenuitem> </menuchoice></term> <listitem> <para><action>Configures custom shortcuts.</action></para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <guimenu>Settings</guimenu> <guimenuitem>Configure Toolbars...</guimenuitem> </menuchoice></term> <listitem> <para><action>Customizes &kappname; toolbars.</action></para> </listitem> </varlistentry> <varlistentry> <term><menuchoice> <guimenu>Settings</guimenu> <guimenuitem>Configure &kappname;...</guimenuitem> </menuchoice></term> <listitem> <para><action>Configures <link linkend="details.settings">&kappname; settings</link>.</action></para> </listitem> </varlistentry> </variablelist> </sect2> <sect2 id="reference.menus.help"> <title>Help Menu</title> &help.menu.documentation; </sect2> </sect1> &details-widgets; </chapter>