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Revision as of 22:37, 24 February 2009 by Kirk202 (talk | contribs) (→‎Configuring KMyMoney: added Using KMyMoney section.)

User Guide - Financial Software

Fedora offers software from the GNOME and KDE environments to manage your finances. GnuCash is the financial software recommended for users with the GNOME desktop environment, and KMyMoney is recommended financial software for the KDE environment. Although each financial software application is recommended for a specific desktop environment, remember both will work on any Fedora desktop environment. Both applications can be used for personal and business, and be configured for online banking.

GnuCash and KMyMoney are not installed by default from the Live-CD or the DVD. If you do not have access to the Internet, you can install them with the Fedora DVD. To install either, or both packages, read the chapter on managing software. You can install them by either using the PackageKit application or on the command line by using Yum.


Docs Drafts DesktopUserGuide Financial gnucash-icon.png GnuCash allows you to track bank accounts, stocks, income and expenses. It has a checkbook register, it is based on double entry accounting principles.

Configuring GnuCash

  • Launch GnuCash by clicking Applications > Office > Gnucash Finance Management.
  • Push the [Close] button to close the Tip of the Day window.
  • From the Welcome Window select which wizard you want to open and click the [OK] button.
  • If you select Create a new set of accounts select the [Forward] button on the Setup Account Hierarchy window.
  • Choose your curency and click the [Forward] button.
  • Select all of the boxes next to the accounts you want to create in the Categories window, then push the [Forward] button.
  • Follow the directions in the Setup new accounts window, then click [Forward].
  • Push the [Apply] button to finish your account setup.
  • If you choose to import a Qif file, select the box then press the [Forward] button.
  • Select your QIF file to load. Click the [Forward] button. Now you have the option to load more QIF files for additional accounts. Select the[Forward] button.
  • Pressing the [Forward] button guides you through Matching QIF accounts with GnuCash account, Matching QIF categories with GnuCash accounts, and currency selection.
  • Click the [Apply] button to import your data, or the [Back] button to review your matchings.

Using GnuCash

  • Open GnuCash by selecting Applications > Office > GnuCash on the top menu panel.
  • The Accounts tab opens. The top menu bar allows you to manipulate your accounts. You can:
  • Edit, delete and create new accounts.
  • Set Preferences.
  • Schedule transactions.
  • Do transfers.
  • Reconcile an account.
  • Stock splits.
  • Add customers, vendors, and employees for a business.
  • Set reminders.
  • Generate reports.
  • Setup online banking.
  • Edit prices of inventory.
  • Access the general ledger.
  • Double click on an account to bring up a check book type register for that account. The top menu bar changes to allow manipulation of transactions. This menu includes the options above, plus you can:
  • Change the view of the ledger from basic ledger to auto-split ledger, transaction journal, or double entry.
  • Cut, copy, paste, duplicate, delete, void, and enter transactions.
  • Set billing terms for customers.
  • Create bill, invoices, vouchers.

Setup Online Banking

Online banking setup can be accessed from the Accounts window or the Register. On the top menu bar select Tools > Online Banking Setup. The Initial Online Banking Setup window lists what you need to complete the setup.

  • Click the [Forward] button.
  • Select the [Start AqBanking Wizard] in the Start Online Banking Wizard window.
  • The Configuration window Intro provides a summary of what you can do.
  • Type in the information required in the [Users], [Accounts], and [Backends] tabs on the top of the window.
  • Select OFX-Direct Backend if you are not sure which one to use.
  • You may need to call your bank to get their server URL. If you chose the OFX-Direct backend it is likely their URL is https:\\\.
  • Return to the Start Online Banking Wizard and click the [Forward] button.
  • Check the boxe(s) under the New? column to match the bank accounts with your GnuCash accounts.
  • Press the [Forward] button.
  • Now select the [Apply] button to finish.
  • To download your bank transactions select the Accounts or Register tab then: Actions > Online Actions > Get Transactions or > Get Balance and fill in the information asked for to complete the operation.

For additional help using the application, please refer to the documents on the Gnucash website.


Docs Drafts DesktopUserGuide Financial kmymoney-icon.png KMyMoney Is a full double-entry accounting software package, for personal and small-business use.

Configuring KMyMoney

  • Open KMyMoney by selecting >Applications > Office > KMyMoney.
  • Click the [Next] button on the Welcom to KMyMoney screen.
  • Type in the information and press [Next].
  • Select your currency and click [Next].
  • Now type in the information for your bank account. Then select [Next].
  • Choose your country and click on the [+] next to country.
  • Select the type of acount you want setup, then click [Next].
  • Press the [Configure preferences now] button.
  • You can keep the default path where KMyMoney will save your files, type in a path, or browse by clicking the small folder button on the right of the path window.
  • Click the [Finish] button and your Home window opens.
  • Open the account register by clicking on your account's link in the Your Financial Summary window.
  • Select the Show KMyMoney welcome page link at the bottome of the Home page to:
  • Set up a new data file.
  • Use an existing data file.
  • Visit the KMyMoney website.
  • See what's new in this version.

Using KMyMoney

  • Selecting File from the top menu bar shows the options to:
  • Create, Open, and Save files.
  • Import QIF, GnuCash, and OFX files.
  • Export QIF files.
  • Backup your data.
  • Edit your personal information.
  • Choosing View will:
  • Show Transaction Details.
  • Hide reconciled transactions.
  • Hide unused categories.
  • Show all accounts.
  • Clicking on Institution allow you to:
  • Set up a New Institution.
  • Edit an institution.
  • Delete and institution.
  • The Account drop-down menu lets you:
  • Create a New account.
  • Edit an account.
  • Delete and account.
  • Open the ledger.
  • Reconcile.
  • Close or Reopen an account.
  • Map, Unmap, and Update an online account.
  • In the Catagory menu you can:
  • Create, Edit or delete a category.
  • Open the ledger.
  • Under Transaction are the options to:
  • Create, Edit, Delete, and Mark transactions.
  • Goto account and Goto payee.
  • Match, Accept, Combine, or Select all transactions.
  • Tools menu has:
  • QIF Profile, Securities, Currencies, and Prices Editor.
  • Update Stock and Currency Prices.
  • Consistency and Performance Tests.
  • Plugins.
  • Option to Debug Traces and Timers.
  • From the Settings menue you can:
  • Hide the Toolbar and Statusbar.
  • Enable all messages.
  • Change the KDE language settings.
  • Configure Shortcuts, Toolbars, and KMyMoney.

"* Help provides access to KMyMoney Handbook, Bug Report, and program information.

Setup Online Banking

For additional help using the application, please refer to the FAQs on the KMyMoney website.

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