<?xml version="1.0" encoding="UTF-8"?>
<chapter id="firsttime">
<chapterinfo>
<authorgroup>
<author
>&Michael.T.Edwardes; &Michael.T.Edwardes.mail; </author>
</authorgroup>
<date
>2010-07-25</date>
<releaseinfo
>4.5</releaseinfo>
</chapterinfo>
<title
>&kappname; voor de eerste keer gebruiken</title>
<sect1 id="firstime-1">
<title
>&kappname; voor de eerste keer uitvoeren</title>
<para
>Nadat &kappname; volledig is geladen zullen er twee vensters worden geopend. Het bovenste venster, 'Tip van de dag' biedt een van een serie van belangrijke of bruikbare stukjes informatie over de toepassing. <screenshot>
<screeninfo
>Tip van de dag</screeninfo>
<mediaobject>
<imageobject>
<imagedata fileref="tipofday.png" format="PNG"/>
</imageobject>
<textobject>
<phrase
>Tip van de dag</phrase>
</textobject>
</mediaobject>
</screenshot>
</para>
<para
>Wij bevelen aan om snel door deze tips te lopen door op de knoppen <guibutton
>Vorige</guibutton
> en <guibutton
>volgende</guibutton
> onderaan het venster te drukken. </para>
<para
>Nadat u de tips hebt gelezen kan het venster worden gesloten; het zal opnieuw worden geopend elke keer dat &kappname; wordt gestart. Om dit standaard gedrag te stoppen, vinkt u de betreffende optie in het venster 'Tip ban de dag' uit. </para>
<note>
<para
>Tips kunnen op elk moment weer worden gelezen door uit het menu <guimenu
>Help</guimenu
> in &kappname; het item <guimenuitem
>Tip van de dag tonen</guimenuitem
> te kiezen. </para>
</note>
<para
>Alle tips zijn overgenomen van de lijst Frequently Asked Questions (FAQ) die meer gedetailleerde hulp biedt en gevonden kan worden op de <ulink url="http://kmymoney2.sourceforge.net/faq.html"
>website</ulink
> van het project en in dit handboek. </para>
<para
>Gaarne op <guibutton
>Sluiten</guibutton
> klikken om de dialoog Tip of de dag te sluiten. </para>
</sect1>
<sect1 id="firsttime.mainwindow">
<title
>Het hoofdvenster</title>
<para>
<screenshot>
<screeninfo
>Het hoofdvenster</screeninfo>
<mediaobject>
<imageobject>
<imagedata fileref="mainwindow_numbered.png" format="PNG"/>
</imageobject>
<textobject>
<phrase
>Het hoofdvenster</phrase>
</textobject>
</mediaobject>
</screenshot>
</para>
<para
>Het hoofdvenster van &kappname; bestaat uit vier hoofddelen </para>
<itemizedlist>
<listitem
><para
>A. De menubalk</para
></listitem>
<listitem
><para
>B. De werkbalk</para
></listitem>
<listitem
><para
>C. De weergavekiezer</para
></listitem>
<listitem
><para
>D. Het beeld/de weergave</para
></listitem>
</itemizedlist>
<para
>Het menu en de werkbalken bieden toegang tot de mogelijkheden van &kappname; en bieden u <link linkend="firsttime.3"
>Bestanden aanmaken</link
> of hoe &kappname; instellen voor het ermee werken. </para>
<para
>De beeldselectie bestaat uit minstens elf pictogrammen aan de linkerzijde van het hoofdvenster, afhankelijk van de software in uw systeem. Meer pictogrammen kunnen worden toegevoegd door verschillende plug-ins. Door op een pictogram te klikken wordt het weergavevenster aan de rechterkant geladen met de bijbehorende weergave van uw financiële gegevens. Elke weergave levert een unieke representatie van uw financiële situatie en stelt u in staat deze informatie te bekijken of te tonen. </para>
<para
>De beeldselectie bevat de volgende pictogrammen </para>
<itemizedlist>
<listitem>
<para
><guiicon
> <inlinemediaobject
> <imageobject
> <imagedata fileref="home_view.png" format="PNG"/> </imageobject
> <textobject
> <phrase
>Thuisweergave</phrase
> </textobject
> </inlinemediaobject
> </guiicon
> Thuis: een in te stellen overzicht van uw huidige financiële situatie (of een introductiepagina wanneer er geen gegevensbestand open is). </para>
</listitem>
<listitem>
<para
><guiicon
> <inlinemediaobject
> <imageobject
> <imagedata fileref="institutions_view.png" format="PNG"/> </imageobject
> <textobject
> <phrase
>Bankenoverzicht</phrase
> </textobject
> </inlinemediaobject
> </guiicon
> Banken: Al uw banken en accounts weergegeven in een hiërarchie. </para>
</listitem>
<listitem>
<para
><guiicon
> <inlinemediaobject
> <imageobject
> <imagedata fileref="accounts_view.png" format="PNG"/> </imageobject
> <textobject
> <phrase
>Rekeningoverzicht</phrase
> </textobject
> </inlinemediaobject
> </guiicon
> Rekeningen: Al uw rekeningen weergegeven in een hiërarchie. </para>
</listitem>
<listitem>
<para
><guiicon
> <inlinemediaobject
> <imageobject
> <imagedata fileref="schedule_view.png" format="PNG"/> </imageobject
> <textobject
> <phrase
>Periodieke transacties</phrase
> </textobject
> </inlinemediaobject
> </guiicon
> Periodieke transacties: uw terugkerende rekeningen en stortingen. </para>
</listitem>
<listitem>
<para
><guiicon
> <inlinemediaobject
> <imageobject
> <imagedata fileref="categories_view.png" format="PNG"/> </imageobject
> <textobject
> <phrase
>Categories View</phrase
> </textobject
> </inlinemediaobject
> </guiicon
> Categories: Special accounts that provide a means for you to group associated transactions. </para>
</listitem>
<listitem>
<para
><guiicon
> <inlinemediaobject
> <imageobject
> <imagedata fileref="payees_view.png" format="PNG"/> </imageobject
> <textobject
> <phrase
>Payees View</phrase
> </textobject
> </inlinemediaobject
> </guiicon
> Payees: All Payees used by &kappname;. </para>
</listitem>
<listitem>
<para
><guiicon
> <inlinemediaobject
> <imageobject
> <imagedata fileref="ledgers_view.png" format="PNG"/> </imageobject
> <textobject
> <phrase
>Ledgers View</phrase
> </textobject
> </inlinemediaobject
> </guiicon
> Ledgers: Your account transactions. </para>
</listitem>
<listitem>
<para
><guiicon
> <inlinemediaobject
> <imageobject
> <imagedata fileref="investments_view.png" format="PNG"/> </imageobject
> <textobject
> <phrase
>Investments View</phrase
> </textobject
> </inlinemediaobject
> </guiicon
> Investments: Your portfolio summary. </para>
</listitem>
<listitem>
<para
><guiicon
> <inlinemediaobject
> <imageobject
> <imagedata fileref="reports_view.png" format="PNG"/> </imageobject
> <textobject
> <phrase
>Reports View</phrase
> </textobject
> </inlinemediaobject
> </guiicon
> Reports: A collection of useful reports, providing alternate views of your financial data. </para>
</listitem>
<listitem>
<para
><guiicon
> <inlinemediaobject
> <imageobject
> <imagedata fileref="budgets_view.png" format="PNG"/> </imageobject
> <textobject
> <phrase
>Budgets View</phrase
> </textobject
> </inlinemediaobject
> </guiicon
> Budgets: Your budgets </para>
</listitem>
<listitem>
<para
><guiicon
> <inlinemediaobject
> <imageobject
> <imagedata fileref="forecast_view.png" format="PNG"/> </imageobject
> <textobject
> <phrase
>Forecast View</phrase
> </textobject
> </inlinemediaobject
> </guiicon
> Forecast: This view provides a forecast of your accounts and categories </para>
</listitem>
<listitem>
<para
><guiicon
> <inlinemediaobject
> <imageobject
> <imagedata fileref="outbox_view.png" format="PNG"/> </imageobject
> <textobject
> <phrase
>Outbox View</phrase
> </textobject
> </inlinemediaobject
> </guiicon
> Outbox: Used by the online banking module to provide feedback on running processes. This is a view provided by the KBanking plugin and may not be present on your system. </para>
</listitem>
</itemizedlist>
</sect1>
<sect1 id="firsttime.3">
<title
>Creating a new file</title>
<para
>&kappname; keeps all the data about your finances in a file. As was stated in <link linkend="makingmostof.basicaccounting.personalaccounts"
>Defining the accounts (personal records)</link
>, you can keep more than one set of accounts, but the data for each will be kept in a separate file, and &kappname; can only have one file open at a time. See the chapter on <link linkend="details.formats"
>File Formats</link
> for more details about &kappname;'s data files. </para>
<para
>To create a new file you can either select <menuchoice
><guimenu
>File</guimenu
><guimenuitem
>New</guimenuitem
></menuchoice
> from the menu or choose the <inlinemediaobject
><imageobject
><imagedata fileref="new.png"/></imageobject
><textobject
><phrase
>New</phrase
></textobject
></inlinemediaobject
> icon from the toolbar. </para>
<para
>&kappname; will then open the <quote
>New File Setup Wizard</quote
> which will guide you through the process of creating the file. </para>
<para>
<screenshot>
<screeninfo
>Personal Data Page</screeninfo>
<mediaobject>
<imageobject>
<imagedata fileref="newfile.png" format="PNG"/>
</imageobject>
<textobject>
<phrase
>Personal Data Page</phrase>
</textobject>
</mediaobject>
</screenshot>
</para>
<para
>Since all fields are optional, you can use &kappname; without entering any information now. Any information entered here is used only to personalize your file. In the future, it may be used in some reports and for online banking. If &kappname; requires any personal information in future releases and finds none, you will be prompted to enter the relevant data then. </para>
<para
>Please enter your name and address or nothing and press <guibutton
>Next</guibutton
>. </para>
<para
>In case you have an address for yourself stored in the &kaddressbook;, the button <guibutton
>Load from Addressbook</guibutton
> is enabled and pressing it imports all information into &kappname;. </para>
<para
>&kappname; supports multiple currencies. To set your base currency (the currency you use day to day and which will be used for your reports), select the appropriate entry from the list provided and press <guibutton
>Next</guibutton
>. A default will be selected from &kappname; based upon your locale settings. </para>
<para>
<screenshot>
<screeninfo
>Base currency selection Page</screeninfo>
<mediaobject>
<imageobject>
<imagedata fileref="newfile-2.png" format="PNG"/>
</imageobject>
<textobject>
<phrase
>Base currency selection page</phrase>
</textobject>
</mediaobject>
</screenshot>
</para>
<para
>The following page allows you to create an initial account. For the typical &kappname; user this is a checking account. </para>
<para>
<screenshot>
<screeninfo
>Checking account creation Page</screeninfo>
<mediaobject>
<imageobject>
<imagedata fileref="newfile-3.png" format="PNG"/>
</imageobject>
<textobject>
<phrase
>Checking account creation page</phrase>
</textobject>
</mediaobject>
</screenshot>
</para>
<para
>Enter the name of the account and a possible reference number assigned by the institution managing the account. Enter the opening date of the account and the opening balance of the account. For example, you want to use &kappname; to manage all your finances as of 2008-01-01, then enter the balance of the account at the beginning of this date. The number can possibly be obtained from a paper statement. Also enter the name and routing number of the institution, though this information is optional and only required for online banking purposes. </para>
<para
>In case you don't want to setup an initial account, please uncheck the check box </para>
<para
>Once finished, press <guibutton
>Next</guibutton
> to proceed. </para>
<para>
<screenshot>
<screeninfo
>Account template selection Page</screeninfo>
<mediaobject>
<imageobject>
<imagedata fileref="newfile-4.png" format="PNG"/>
</imageobject>
<textobject>
<phrase
>Account template selection page</phrase>
</textobject>
</mediaobject>
</screenshot>
</para>
<para
>Choose the appropriate country and account template(s). Multiple templates, even from multiple countries can be selected using a combination of &Ctrl; and &Shift; together with the left mouse button. The account hierarchy to be setup will be shown in a preview part of the wizard. In case you cannot find a template that suits your needs, don't select a template. </para>
<para
>Once finished with the template selection press <guibutton
>Next</guibutton
> to proceed. </para>
<para
>The next page of the wizard allows you to setup user preferences. Press <guibutton
>Next</guibutton
> if you are done and want to proceed. </para>
<para>
<screenshot>
<screeninfo
>Preference Page</screeninfo>
<mediaobject>
<imageobject>
<imagedata fileref="newfile-5.png" format="PNG"/>
</imageobject>
<textobject>
<phrase
>Preference page</phrase>
</textobject>
</mediaobject>
</screenshot>
</para>
<para
>The last page of the wizard allows you to select the filename that will be used to store your financial data. An initial filename will be constructed out of your HOME folder and user name. In case the file exists, a warning will be displayed which reminds you to select a name of a non-existing file. </para>
<para>
<screenshot>
<screeninfo
>Filename selection Page</screeninfo>
<mediaobject>
<imageobject>
<imagedata fileref="newfile-6.png" format="PNG"/>
</imageobject>
<textobject>
<phrase
>Filename selection page</phrase>
</textobject>
</mediaobject>
</screenshot>
</para>
<para
>Now you have entered all relevant information to create the file. Press <guibutton
>Finish</guibutton
> and &kappname; will create the file for you and open it. </para>
<!--
<para
>After &kappname; has finished loading the default accounts your financial
summary will be displayed. As you have defined no accounts to hold your
transactions this is currently empty.</para>
-->
</sect1>
<sect1 id="firsttime.4">
<title
>Accounts aanmaken</title>
<para
>You can create an account in one of two ways both of which are described here: </para>
<variablelist>
<varlistentry>
<term
>Using the menu</term>
<listitem>
<para
>To create an account using the menu select <menuchoice
><guimenu
>Accounts</guimenu
><guimenuitem
>New account</guimenuitem
></menuchoice
>. </para>
</listitem>
</varlistentry>
<varlistentry>
<term
>Using the Accounts view</term>
<listitem>
<para
>To create an account using the accounts view click on the Accounts icon in the view selector and then right click on the Asset tree icon in the right hand view and select <guimenuitem
>New account</guimenuitem
> from the popup menu. The Asset tree holds all of your accounts that are an asset. Assets, and all the other account types, are discussed in more detail later in this manual. </para>
</listitem>
</varlistentry>
</variablelist>
<tip>
<para
>Note that &kappname; uses the context menus a lot throughout the whole application. If you find yourself stuck trying to figure out how to do something, try right-clicking where you would expect to see a feature. </para>
</tip>
<para
>Creating a new account by either method opens the <emphasis
>New Account Wizard</emphasis
>. This wizard will take you step by step through the process of creating an account, gathering the required information at each step. To navigate through the pages click on the <guibutton
>Back</guibutton
> and <guibutton
>Next</guibutton
> buttons. </para>
<para
>Create an account using either of the two previously mentioned methods to continue. A full description of creating accounts can be found in the <link linkend="details.accounts"
>Accounts</link
> section. </para>
<para
>Now that one or more accounts exist in &kappname;, your account summary is shown in the Home view. You can create transactions manually in the <link linkend="details.ledgers"
>Ledgers</link
> view, or set up automatic transactions through the <link linkend="details.schedules"
>Schedules</link
> view. </para>
</sect1>
<sect1 id="firsttime.schedules">
<title
>Periodieke transacties</title>
<para
>Sometimes called a recurring transaction, a <link linkend="details.schedules"
>Schedule</link
> is a transaction that occurs one or more times over a certain period of time. A typical example is your pay check that you receive every month or week. Rather than have to enter the transaction details each time you get paid, you can instruct &kappname; to create a schedule that will enter a transaction for you when you get paid. </para>
<para
>To maintain <link linkend="details.schedules"
>schedules</link
> click on the <guiicon
><inlinemediaobject
><imageobject
><imagedata fileref="schedule_view.png"/></imageobject
></inlinemediaobject
>Schedules</guiicon
> icon in the view selector. </para>
</sect1>
<sect1 id="firsttime.categories">
<title
>Categorieën</title>
<para
>To maintain <link linkend="details.categories"
>categories</link
> click on the <guiicon
><inlinemediaobject
><imageobject
><imagedata fileref="categories_view.png"/></imageobject
></inlinemediaobject
>Categories</guiicon
> icon in the view selector. </para>
<para
>A full description of this topic can be found in the <link linkend="details.categories"
>Categories</link
> section. </para>
</sect1>
<sect1 id="firsttime.payees">
<title
>Begunstigden</title>
<para
>To maintain your list of payees click on the <guiicon
><inlinemediaobject
><imageobject
><imagedata fileref="payees_view.png"/></imageobject
></inlinemediaobject
>Payees</guiicon
> icon in the view selector. </para>
<para
>A full description of this topic can be found in the <link linkend="details.payees"
>Payees</link
> section. </para>
</sect1>
<sect1 id="firsttime.import">
<title
>Quicken Interchange Format (QIF) Import</title>
<para
>If you currently use a financial manager application, &kappname; can import an account's transactions as long as they are in the Quicken Interchange Format (QIF). Most financial programs can export this format and the different applications methods of exporting QIF is not discussed here for brevity. </para>
<para
>A full description of this topic can be found in the <link linkend="details.impexp.qifimp"
>QIF Import</link
> section. </para>
</sect1>
<sect1 id="firsttime.find">
<title
>Searching for transactions</title>
<para
>&kappname; provides a useful and powerful transaction search facility in the form of the search dialog. </para>
<para
>The search dialog can be opened from the toolbar using the <guiicon
><inlinemediaobject
><imageobject
><imagedata fileref="transaction_find.png"/></imageobject
></inlinemediaobject
>Find</guiicon
> icon or by selecting <guimenuitem
>Find Transaction</guimenuitem
> from the <guimenu
>Edit</guimenu
> menu. </para>
<para
>A full description of this topic can be found in the <link linkend="details.search"
>Search</link
> section. </para>
</sect1>
<sect1 id="firsttime.reconcile">
<title
>Reconciliation</title>
<para
>At some point you will want to reconcile the transactions you have entered with the transactions listed in a statement, be it a bank statement, credit card statement, loan statement, or any other statement. Reconciliation involves matching what you have entered with what the statement lists. If any discrepancies are found then either you or the person who created the statement have made a mistake. </para>
<para
>To reconcile an account, first select the account, either from <guiicon
>Accounts</guiicon
> view or from <guiicon
>Ledgers</guiicon
> view. Then, either click on the <guiicon
>Reconcile</guiicon
> icon on the Toolbar, or select <guimenuitem
>Reconcile</guimenuitem
> from the <guimenu
>Account</guimenu
> menu. </para>
<para
>A full description of this topic can be found in the <link linkend="details.reconcile"
>Reconciliation</link
> section. </para>
</sect1>
<sect1 id="firsttime.backup">
<title
>Maakt reservekopie</title>
<para
>Now that you have created some accounts and entered transactions it's a good idea to perform a backup. Because the file used by &kappname; is a standard Unix file you can just copy the file to another location to back it up or use the dialog provided by &kappname;. Using the dialog is the preferred method because if &kappname; ever starts using other file formats, such as SQL, then it would be much harder to copy the file manually. </para>
<para
>To backup your file through &kappname; Select <guimenuitem
>Backup</guimenuitem
> from the <guimenu
>File</guimenu
> menu and enter the folder where you wish the file to be copied to. If the folder needs mounting first and you have the sufficient privileges then check the tick box labeled <guilabel
>Mount this directory before backing up</guilabel
> and click on <guibutton
>OK</guibutton
>. </para>
<para
>The file will be copied to the folder specified with the current date appended to the filename so it is easy to see the date the file was backed up. </para>
</sect1>
<sect1 id="firsttime.launch">
<title
>Launching &kappname;</title>
<para
>Most commonly, you will launch &kappname; from an icon or a start menu of your window manager. In this case, the default behavior is that &kappname; will open the last file you had open. However, in some circumstances, you will want or need to launch &kappname; from the command line. </para>
<para
>For a complete description of all the available line options, see the man page for &kappname; However, there are two special cases which we describe here. </para>
<formalpara
><title
><command
>kmymoney -n</command
></title>
<para
>The -n option tells &kappname; not to open the last file it had open. This can be useful if the program crashes on startup. </para>
</formalpara>
<formalpara
><title
><command
>kmymoney <path to file></command
></title>
<para
>Giving &kappname; a filename on the command line tells it to open that file instead of the last file it had open. You can use the name of any valid &kappname; file, as described in the chapter on <link linkend="details.formats"
>file formats</link
>. In addition, this can be used to import a <link linkend="details.impexp.gnucash"
>GnuCash</link
> file. </para>
</formalpara>
</sect1>
<sect1 id="firsttime.contact">
<title
>Contacting the Developers / Reporting Bugs</title>
<sect2>
<title
>Contacting the developers</title>
<para
>You can contact the developers through their mailing list &devlist;. </para>
<para
>We're happy to hear about your experiences using &kappname;. </para>
</sect2>
<sect2>
<title
>Bugs (programmafouten) melden</title>
<para
>To report a bug please use the interface provided by &kappname; by selecting <menuchoice
><guimenu
>Help</guimenu
><guimenuitem
>Report Bug</guimenuitem
></menuchoice
> and filling in the required information. However, in case you have any difficulties with that method, you can report a bug (or file a wish-list or enhancement request) directly at the <ulink url="http://bugs.kde.org"
>&kde; bug reporting web page</ulink
>. Reports should be filed against the product <quote
>kmymoney4</quote
>. <quote
>kmymoney2</quote
> is specifically for bugs in the 1.0.x versions of the application. </para>
<para
>In any case, before reporting a bug, please read through the guidelines below. Following them will make it more likely that the developers will be able to quickly identify the problem without having to ask you for more information. </para>
<sect3 id="firsttime.bugs.quality">
<title
>Writing High Quality Bug Reports</title>
<para
>We encourage users to take extra time to write high-quality bug reports when submitting them. This reduces wasted effort on all sides, as the reporter and the developer who will fix it trade emails until this information is really in place. </para>
<para
>Eli Goldberg wrote the canonical Bug-Writing Guideline, available at <ulink url="http://issues.apache.org/bugwritinghelp.html"
>http://issues.apache.org/bugwritinghelp.html</ulink
>. Generally, you'll be well-served by following these guidelines: </para>
<formalpara
><title
>Include your system information</title>
<para
>The <menuchoice
><guimenu
>Help</guimenu
><guimenuitem
>Report Bug</guimenuitem
></menuchoice
> menu choice will fill this in automatically, but if you would prefer not to use this interface, we will need to know the version of &kappname; you're running, the version of &kde;, the name and version of your distribution, and the version of your kernel. </para>
</formalpara>
<formalpara
><title
>Include a backtrace for crashes</title>
<para
>The backtrace is often the single most useful piece of information in solving crashes. </para>
</formalpara>
<formalpara
><title
>Try to reproduce it</title>
<para
>Let us know if you were able to do so. It's useful to know whether the bug only happened once and you couldn't get it to happen again or happens every time or happens sometimes but not others. </para>
</formalpara>
<formalpara
><title
>Include specific steps</title>
<para
>This is a bad bug report: <quote
>I entered a transaction, and &kappname; crashed.</quote
> A much better bug report is: <quote
>Using the transaction form, I entered a new transaction in my Credit Card account. I selected the Transfer tab, entered in an amount, then changed to the Deposit tab, and back to the Transfer tab. When I returned to the Transfer tab, &kappname; crashed. This bug is fully reproducible for me.</quote
> </para>
</formalpara>
<formalpara
><title
>Tell us what you expected to happen</title>
<para
>In some cases, this is obvious, but in more subtle bugs, sometimes you'll see a bug report where it is not obvious what the reporter expected to happen. Always tell us what you think should have happened. </para>
</formalpara>
<formalpara
><title
>Consider running with debugging enabled</title>
<para
>By compiling a version configured with --enable-debug=full you can ensure that the best possible backtraces are generated. If you encounter a crash, run &kappname; again from within gdb, and reproduce the crash. When it crashes, type <quote
>bt</quote
> to generate a backtrace. </para>
</formalpara>
<para
>Running this way is a bit more difficult, so we don't expect all users to do this. However, if you're interested in helping &kappname; become as stable as possible, this is the best way to do it short of finding the bug in the code and sending in a patch. </para>
</sect3>
</sect2>
</sect1>
</chapter>
