<?xml version="1.0" encoding="UTF-8"?>
<chapter id="details.settings">
<chapterinfo>
  <authorgroup>
    <author> &Roger.Lum; &Roger.Lum.mail; </author>
    <author>
      <personname><firstname>Michael</firstname><surname>Carpino</surname></personname>
      <email>mfcarpino@gmail.com</email>
    </author>
    <author> &Jack.H.Ostroff; &Jack.H.Ostroff.mail; </author>
  </authorgroup>
  <date>2019-03-31</date>
  <releaseinfo>5.0.3</releaseinfo>
</chapterinfo>

<title>&kmymoney; Settings</title>

<para>
   The settings described below modify the behavior of &kmymoney;, allowing you
   to customize it to meet the needs of your unique financial affairs, and to
   modify its look and feel to match your personality.  These settings can be
   changed through <menuchoice><guimenu>Settings</guimenu><guimenuitem>Configure
   &kmymoney;...</guimenuitem></menuchoice> menu item or by using the keyboard
   shortcut <keycombo action="simul">&Ctrl; &Shift;<keycap>,</keycap></keycombo>.
   In order for any changes to take effect the <guibutton>Apply</guibutton>
   button must be clicked.
</para>

<para>
    On the left of the settings dialog is a list of icons and labels, each
    representing a particular area of the program.  When you click on one of
    those icons, the right part of the dialog will display controls for
    configuring that area of the program, often divided into several tabs.
</para>

<sect1 id="details.settings.general">
<title>General</title>

<sect2 id="details.settings.general.global">
<title>Global tab</title>

<variablelist>
  <varlistentry>
    <term><guilabel>Startup options</guilabel></term>
    <listitem>
      <para>If you check the <guilabel>Show splash screen</guilabel> box,
      &kmymoney; will display the splash screen when &kmymoney; starts.  The splash
      screen shows which version of the program you are running in the lower
      left hand corner.  Unchecking the box prevents the splash screen from
      appearing at startup.</para>
    </listitem>
  </varlistentry>

  <varlistentry>
    <term><guilabel>Autosave options</guilabel></term>
<!-- I would prefer to use a more consistent hierarchy and use of levels on this
     page, but for now, I'm minimizing changes. -->
    <listitem>
      <para>Checking the <guilabel>Autosave periodically</guilabel> box instructs
      &kmymoney; to autosave your files at a defined interval.  The default value is
      10 minutes.  You can change this setting from 0 (backup immediately after
      entering a transaction) up to 60 minutes.</para>

      <para>Checking the <guilabel>Autosave when file is modified upon close</guilabel> box
      instructs &kmymoney; to autosave your file when the program is closed. You also have the
      option upon closing the program to backup your &kmymoney; file.  The Number of backup to
      keep can be set at 0 (Off) upto to 20 backups.  Any backup files will be stored in the same
      folder as the main file.  They will be labeled sequentially with 1 being the most current.</para>
    </listitem>
  </varlistentry>

  <varlistentry>
    <term><guilabel>Fiscal Year</guilabel></term>
    <listitem>
      <para>Enter the day and month of your fiscal year.  This value is used for
      budgets and some reports.</para>
    </listitem>
  </varlistentry>

  <varlistentry>
    <term><guilabel>External programs</guilabel></term>
    <listitem>
      <para>This setting does not directly affect the operation of &kmymoney;,
      but provides a convenient way to launch any external utility, such as an
      advanced calculator.  The first step is to enter the full path to your
      chosen program in the <guilabel>Calculator</guilabel> text box.  There are
      then two ways to launch the program.</para>
      <para>First, you can use
      <menuchoice><guimenu>Settings</guimenu><guimenuitem>Configure
      Toolbars...</guimenuitem></menuchoice> menu item to place the
      <guilabel>Calculator</guilabel> icon on the Toolbar.  Then, when you click
      that icon on the Toolbar, &kmymoney; will launch the selected
      application.</para>
      <!-- FIXME since the Settings menu is deferred to the Frameworks docs and
           not explicitly described in this manual, it would at least be nice to
           refer to the actual Calculator icon here, but I cannot find the
           source png.  It might also be nice to have a link to Settings Menu
           doc page. -->
      <para>Second, you can use
      <menuchoice><guimenu>Settings</guimenu><guimenuitem>Configure
      Shortcuts...</guimenuitem></menuchoice> menu item to set a custom keyboard
      shortcut. (The entry is under &kmymoney;/Calculator in that list.)  You can
      then use that shortcut to launch the application.</para>
      <!-- FIXME is not currently possible to launch the calculator from some menu
           item.  I have filed a wishlist, and when implemented, it should be
           described here, probably as the first choice. -->
      <para>
      </para>
    </listitem>
  </varlistentry>
</variablelist>
</sect2>

<sect2 id="details.settings.general.views">
<title>Views tab</title>

<variablelist>
  <varlistentry>
    <term><guilabel>Startup page options</guilabel></term>
    <listitem>
      <para>When &kmymoney; starts up, this option indicates whether to start
      with the Home View or with the view displayed when the program was last
      closed.</para>
    </listitem>
  </varlistentry>

  <varlistentry>
  <term><guilabel>Type of the &kmymoney; view</guilabel></term>
    <listitem>
      <para> You can select one of three general layouts for &kmymoney; to use.  If
      you select the List or Tree view, the icons and their labels will be located at
      the left side of the window.  The List view displays larger icons while the Tree
      view has smaller icons.  The Tabbed view locates the icons and labels across
      the top of the window.</para>
    </listitem>
  </varlistentry>

  <varlistentry>
    <term><guilabel>Show title bar on each page</guilabel></term>
    <listitem>
      <para>Checking this box will display the blue &kmymoney; title bar across the
      top of each page.  Unchecking it will remove the title bar and provide a larger
      area for viewing the content of each page.</para>
    </listitem>
  </varlistentry>

  <varlistentry>
    <term><guilabel>Synchronize account selection of ledger and investment
    view</guilabel></term>
    <listitem>
      <para>If this option is selected, the accounts displayed in the Ledger View and
      Investment View will be synchronized, meaning if you change the account
      displayed in one of the views, and then switch to the other view, the
      information for the same account will be displayed.  This increases the
      efficiency of navigating between these 2 tab views.  If it is not selected,
      selecting either of those views will show the same account previously selected
      in that view, regardless of the account selected in the other view.</para>
    </listitem>
  </varlistentry>
</variablelist>
</sect2>

<sect2 id="details.settings.general.filter">
<title>Filter tab</title>

<sect3>
<title>Accounts / Categories</title>
<variablelist>
  <varlistentry>
    <term><guilabel>Do not show unused categories</guilabel></term>
    <listitem>
      <para>Checking this box hides unused categories in the Categories View.  A
      hidden category is still available should a transaction require it.  By typing
      a hidden category in the ledger it will become available for use.</para>
    </listitem>
  </varlistentry>

  <varlistentry>
    <term><guilabel>Do not show closed accounts</guilabel></term>
    <listitem>
      <para>Checking this box hides closed accounts from display in the Accounts,
      Ledger, and Investment Views.  Hiding closed accounts makes viewing and working
      with open accounts easier.  Unchecking this box will show closed accounts with
      a line drawn through them allowing viewing and reopening if needed.</para>
    </listitem>
  </varlistentry>

  <varlistentry>
    <term><guilabel>Show equity accounts</guilabel></term>
    <listitem>
      <para>By default, equity accounts are hidden in the Accounts View.  Selecting
      this option will display the equity accounts in the Accounts View.  Equity
      accounts are used to track individual equities or investments held in an
      Investment Account.  This should not be confused with the top level
      <emphasis>Equity</emphasis> group of accounts, which includes the account(s)
      which contain the opening balances for other accounts.</para>
    </listitem>
  </varlistentry>

  <varlistentry>
  <term><guilabel>Show categories in the accounts list view</guilabel></term>
    <listitem>
      <para>By default, Categories are hidden in the Accounts View.  Selecting this
      option will display the Categories in the Accounts View.</para>
    </listitem>
  </varlistentry>

  <varlistentry>
  <term><guilabel>Do not show zero balance equities</guilabel></term>
    <listitem>
      <para>Checking this option will remove any zero balance equity accounts from
      appearing in the Accounts View.</para>
    </listitem>
  </varlistentry>
</variablelist>
</sect3>

<sect3>
<title>Schedules</title>
<variablelist>
    <varlistentry>
    <term><guilabel>Do not show finished schedules</guilabel></term>
    <listitem>
      <para>Checking this box will hide all finished schedules from appearing in the
      Scheduled transaction View.</para>
    </listitem>
  </varlistentry>
</variablelist>
</sect3>

<sect3>
<title>Transactions</title>
<variablelist>
  <varlistentry>
    <term><guilabel>Do not show transaction prior to</guilabel></term>
    <listitem>
      <para>Transactions prior to the date entered here will not be displayed in the
      Ledger View.  This can be useful if your data includes many years of
      transactions; setting this to one or two years ago hides older
      transactions.</para>
      <para>Setting this option to January 1, 1900 (the default value) is a good way
      to debug date-related data import problems, in case some dates were erroneously
      very far in the past.</para>
    </listitem>
  </varlistentry>

  <varlistentry>
    <term><guilabel>Do not show reconciled transactions</guilabel></term>
    <listitem>
      <para>Checking this box will filter transactions by reconciliation state.
      Transactions that are marked as <emphasis>Reconciled</emphasis> will not be
      shown in the Ledger View.</para>
    </listitem>
  </varlistentry>
</variablelist>
</sect3>
</sect2>
</sect1>

<sect1 id="details.settings.home">
<title>Home</title>

<sect2>
<title>Home page display sections</title>
<para>
  These options allow you to customize the appearance of the <link
  linkend="firsttime.mainwindow">Home View</link> (also called the Home Page or Main
  Window) by choosing which information to display there and the order in which it
  appears.  Selected sections can be reordered by clicking the respective
  <guibutton>Up</guibutton> or <guibutton>Down</guibutton> button.
</para>
<!-- FIXME Many of these sections need a <link> to the doc section actually
     describing the content. -->

<variablelist>
  <varlistentry>
    <term><guilabel>Assets and Liabilities</guilabel></term>
    <listitem>
      <para>This will display the asset and liability accounts that are open along
      with their current balances.  This and other account lists on the Home Page are
      sorted in alphabetical order, unless otherwise noted.</para>
    </listitem>
  </varlistentry>

  <varlistentry>
    <term><guilabel>Payments</guilabel></term>
    <listitem>
      <para>This will display upcoming occurrences of Scheduled transactions,
      distinguishing Overdue payments from Future payments.  It shows the date,
      schedule name, account and amount of the payment, and the account balance after
      the payment.  By default it will show up to six transaction.  If six are
      displayed, there is a link you can select to show more, up to 30 days in
      advance.</para>
    </listitem>
  </varlistentry>

  <varlistentry>
    <term><guilabel>Preferred accounts</guilabel></term>
    <listitem>
      <para>This will display the accounts that are identified as Preferred accounts
      within the <menuchoice><guimenu>Account</guimenu><guimenuitem>Edit account...
      </guimenuitem></menuchoice> Configuration dialog.</para>
      <para>For this and all other account list sections addressed by this set of
      options, the display will include the account name and current balance, and
      other columns specific to that type of report, and in some cases, as configured
      elsewhere.</para>
      <!-- FIXME - the menu item (or maybe link to actual doc page) should point
           to the actual other config location and perhaps which items for
           which account type. -->
    </listitem>
  </varlistentry>

  <varlistentry>
    <term><guilabel>Payment accounts</guilabel></term>
    <listitem>
      <para>This will display all Payment accounts; these include any account into
      which income can be deposited, and/or out of which bills can be paid.</para>
    </listitem>
  </varlistentry>

  <varlistentry>
    <term><guilabel>Favorite Reports</guilabel></term>
    <listitem>
      <para>This will display a list of all reports that have been identified as a
      favorite in the Configuration dialog of the Report.  The list ordered
      chronologically by when each report became a favorite.</para>
    </listitem>
  </varlistentry>

  <varlistentry>
    <term><guilabel>Forecast (schedule)</guilabel></term>
    <listitem>
      <para>This will display a 30, 60, and 90 day forecast for asset and liability accounts with non zero
      balances and with non reconciled transactions.</para>
      <!-- FIXME What are the real criteria for inclusion in this (and these other) list(s). -->
    </listitem>
  </varlistentry>

  <varlistentry>
    <term><guilabel>Net worth forecast</guilabel></term>
    <listitem>
      <para>This will display chart of your forecast net worth for the next 90
      days.</para>
    </listitem>
  </varlistentry>

  <!-- FIXME "Forecast (history) removed as apparently not actually used. -->

  <varlistentry>
    <term><guilabel>Budget</guilabel></term>
    <listitem>
      <para>This will display a current month summary and overruns for any defined
      budget(s). If no budget is defined, it will display no budget or overruns, with
      the actual current month spending.</para>
    </listitem>
  </varlistentry>

  <varlistentry>
    <term><guilabel>Cash Flow</guilabel></term>
    <listitem>
      <para>This will display a Cash Flow Summary analysis for the current month.</para>
    </listitem>
  </varlistentry>
</variablelist>
</sect2>

<sect2>
<title>Homepage/Summary page scaling</title>
<variablelist>

  <varlistentry>
    <term><guilabel>Zoom factor:</guilabel></term>
    <listitem>
      <para>This option allows for the selection of the font size as a percentage to
      fit the Home View based on the user preference.</para>
    </listitem>
  </varlistentry>

  <varlistentry>
    <term><guilabel>Remember zoom factor when leaving the program if manually changed
    with mouse-wheel</guilabel></term>
    <listitem>
      <para>Selecting this will save your font size preference if you have changed it
      on the Home page by using the mouse-wheel.</para>
    </listitem>
  </varlistentry>
</variablelist>
</sect2>

<sect2>
<title>Account information display</title>
<para>These options allow you to customize what information is included in any list
of accounts.</para>
<variablelist>
  <varlistentry>
    <term><guilabel>Show account limit information</guilabel></term>
    <listitem>
      <para>Displays the account limit as set in the Account Edit dialog.  It affects
      any list which includes Payment accounts.</para>
    </listitem>
  </varlistentry>

  <varlistentry>
    <term><guilabel>Show balance-status of mapped online accounts</guilabel></term>
    <listitem>
      <para>Shows the balance-status of mapped accounts, symbolized by an icon in the
      columns preceding the account name.  A green checkmark indicates the online
      balance and local balance are the same.  A mailbox with a green arrow indicates
      that the local file has transactions newer than the most recent online update.
      This alerts the user to start an online-update.  A red warning sign indicates a
      mismatch between the local file and online-balance.</para>
      <!-- Note: the colors might be different depending on the selected theme
           -->
    </listitem>
  </varlistentry>

  <varlistentry>
    <term><guilabel>Show number of not marked transactions per account [!M]</guilabel></term>
    <listitem>
      <para>Inserts an additional column next to the account name, showing the number
      of not marked transactions in the account.</para>
    </listitem>
  </varlistentry>

  <varlistentry>
    <term><guilabel>Show number of cleared transactions per account [C]</guilabel></term>
    <listitem>
      <para>Inserts an additional column showing the number of cleared transactions
      for the account.</para>
    </listitem>
  </varlistentry>

  <varlistentry>
    <term><guilabel>Show number of not reconciled (not marked + cleared) transactions
    per account [!R]</guilabel></term>
    <listitem>
      <para>Inserts an additional column showing the number of not reconciled
      transactions for the account, &ie;, the sum of all not marked and cleared
      transactions.</para>
    </listitem>
  </varlistentry>

  <varlistentry>
    <term><guilabel>Show date of last reconciliation</guilabel></term>
    <listitem>
      <para>Inserts an additional column showing the last reconciliation date for the
      account.</para>
    </listitem>
  </varlistentry>
</variablelist>
</sect2>
</sect1>

<sect1 id="details.settings.register">
<title>Ledger</title>

<para>
   The following options outlined within this section allow for the modification of the
   transaction register contained within the Ledger view tab.
</para>

<sect2 id="details.settings.register.display">
<title>Display tab</title>

<variablelist>
  <varlistentry>
    <term><guilabel>Show a grid in the register</guilabel></term>
    <listitem>
      <para>Selecting this option displays grid lines in the transaction
      register or Ledger View.  It provides an additional viewing option that
      may make it easier to visualize separate transactions and their component
      parts.</para>
    </listitem>
  </varlistentry>

  <varlistentry>
    <term><guilabel>Show all register entries in full detail</guilabel></term>
    <listitem>
      <para>Selecting this option makes the register show all the information
      for all displayed transactions, with separate lines in the Detail Column
      for Category and Tags and for the Memo.  If it is not selected, Category,
      Tags, and Memo will not be displayed.</para>
      <para>This has the same effect as selecting the <link
      linkend="reference.menus.settings.transactiondetail">Show Transaction
      Detail</link> menu option.</para>
    </listitem>
  </varlistentry>

  <varlistentry id="details.settings.register.lens">
    <term><guilabel>Use the ledger lens</guilabel></term>
    <listitem>
      <para>Selecting this option displays all the detail lines for the selected
      transaction, even if <guilabel>Show all register entries in full
      detail</guilabel> is not selected.</para>
    </listitem>
  </varlistentry>

  <varlistentry>
  <term><guilabel>Show transaction form</guilabel></term>
    <listitem>
      <para>Selecting this option displays the <link
      linkend="details.ledger.transactionform">transaction form</link> at the
      bottom of the register, and that is where you edit a transaction.  If the
      transaction form is not displayed, you edit a transaction within the
      ledger itself.  With this option enabled fewer transactions are visible in
      the ledger, compared to when it is disabled.</para>
    </listitem>
  </varlistentry>

  <varlistentry>
    <term><guilabel>Always show a No. field</guilabel></term>
    <listitem>
      <para>Always display the number (<quote>No.</quote>) field when entering or
      editing a transaction.  With this enabled you'll be able to check numbers
      entered in this field for checking accounts.</para>
    </listitem>
  </varlistentry>

  <varlistentry>
    <term><guilabel>Show group header between transactions</guilabel></term>
    <listitem>
      <para>Selecting this option will display group headers in the register.
      These refer to time periods or milestones such as Last month, Last week,
      This month, Last reconciliation, Next week, and Next Month.</para>
    </listitem>
  </varlistentry>

  <varlistentry>
    <term><guilabel>Show header for the previous and current fiscal year
    </guilabel></term>
    <listitem>
      <para>Selecting this option will display group headers in the register for
      the current and the previous fiscal year.</para>
    </listitem>
  </varlistentry>

  <varlistentry>
    <term><guilabel>Display overdue schedules with planned date</guilabel></term>
    <listitem>
      <para>Scheduled transactions with future dates are shown in the Ledger
      View for the relevant account.  When the date passes, and a scheduled
      transaction becomes overdue, it is no longer shown in the ledger, unless
      this option is selected.</para>
    </listitem>
  </varlistentry>
</variablelist>
</sect2>

<sect2 id="details.settings.register.sorting">
<title>Sorting tab</title>
<para>
  These three sections allow you to set the default sort order of transactions
  in the Ledger View.  In all cases, the list on the left shows all the fields
  available for sorting.  To sort on an item, select it (single mouse click) and
  click the right arrow between the two lists.  The list on the right shows all
  the fields which have been selected as part of the sort order for that view.
  You can adjust the relative order of the fields by selecting one and adjusting
  its position in the list using the up and down arrows to the right of the
  list.  You can can switch between ascending and descending sort for any item
  by double clicking on it.
</para>
<para>
  The fields available for sorting are the same for all three sections: Amount,
  Category, Entry Order (date the transaction was created,) Number, Payee, Post
  date, Reconcile state, Security, and Type.
</para>

<sect3 id="details.settings.register.sorting.normal">
<title>Normal view tab</title>
<para>
  This tab controls the default sort order of the regular Ledger View.
</para>
</sect3>

<sect3 id="details.settings.register.sorting.reconciliation">
<title>Reconciliation view tab</title>
<para>
  This tab controls the default sort order of the ledger while in the
  Reconciliation view.  This is the display of transactions shown during the
  process of <link linkend="details.reconcile">Reconciliation</link>.
</para>
</sect3>

<sect3 id="details.settings.register.sorting.search">
<title>Search view tab</title>
<para>
  This tab controls the default sort order of the ledger while in the <link linkend="details.search">Search view</link>.
</para>
</sect3>
</sect2>

<sect2 id="details.settings.register.dataentry">
<title>Data Entry tab</title>
<para>These options affect the process of creating new transactions.</para>

<variablelist>
  <varlistentry>
    <term><guilabel>Auto increment check number</guilabel></term>
    <listitem>
      <para>Enabling this will automatically increment the check number whenever
      entering a new check transaction.  They have the same effect whether you
      use the Ledger Lens or the Transaction Form.</para>
    </listitem>
  </varlistentry>

  <varlistentry>
    <term><guilabel>Keep changes when selecting a different
    transaction/split</guilabel></term>
    <listitem>
      <para>When enabled, selecting a different transaction or split will save
      edits to the current transaction.  When disabled, selecting a different
      transaction split will prompt you whether or not to save any
      changes.</para>
    </listitem>
  </varlistentry>

  <varlistentry>
    <term><guilabel>Use Enter to move between fields</guilabel></term>
    <listitem>
      <para>When enabled, pressing &Enter; will change the focus to the next field
      of the transaction.  When in the last field, the transaction will be
      saved.  When disabled, navigation between fields would occur by using the
      &Tab; key or the mouse.  Pressing the &Enter; key would save the transaction,
      no matter which field is currently in focus.
      </para>
    </listitem>
  </varlistentry>

  <varlistentry>
    <term><guilabel>Match names from start</guilabel></term>
    <listitem>
      <para>This option controls <link
      linkend="details.payees.personalinformation.matching">payee
      matching.</link> When enabled, payee names will always be matched from the
      start.  When disabled, any substring will be matched.  Also, when enabled
      additional options for matching can be established in the Matching Tab of
      the Payees View.</para>
    </listitem>
  </varlistentry>

  <!--FIXME missing Automatic reconciliation-->
  <varlistentry>
    <term><guilabel>Automatic reconciliation</guilabel></term>
    <listitem>
      <para>This option needs to be documented.
      </para>
    </listitem>
  </varlistentry>

  <varlistentry>
    <term><guilabel>Default reconciliation state</guilabel></term>
    <listitem>
      <para>Select the default reconciliation state for new transactions: Not
      reconciled, Cleared, and Reconciled.</para>
    </listitem>
  </varlistentry>

  <varlistentry>
    <term><guilabel>Autofill</guilabel></term>
    <listitem>
      <para>This option allows you to select the desired behavior for autofill.
      This controls which, if any, previous transactions for the same payee are
      displayed, and which, if any, of those transactions are used to auto-fill
      details of the new transaction.</para>
      <itemizedlist>
        <listitem>
          <para>No Autofill</para>
          <para>This will deactivate autofill, and you must manually enter all
          details for the new transaction.</para>
        </listitem>
        <listitem>
          <para>Same transaction if amount differs less than percentage set below</para>
          <para>With this option selected, when you enter a new transaction,
          &kmymoney; will display a list of previous transactions for the same
          payee and account.  If the amount of a previous transactions differ
          less than X percent from the amount you have entered, they will be
          considered identical, and details from the previous transaction will
          be used to autofill details of the new transaction.  The "X" above is
          specified in the box next to <guilabel>Same transaction if amount
          differs less than</guilabel>, and can range from 0 to 100%.  If the
          percentage is 0, all previous transactions for the payee and account
          will be displayed, and you can select one of those transactions to use
          for autofill by clicking on it.</para>
        </listitem>
        <listitem>
          <para>With previously most often used transaction for the payee</para>
          <para>With this option selected, when you enter new transaction,
          &kmymoney; will fill in all the transaction details based on the
          previously most often used transaction for the selected payee.</para>
        </listitem>
      </itemizedlist>
    </listitem>
  </varlistentry>

  <varlistentry>
    <term><guilabel>Use memos from previous transaction</guilabel></term>
    <listitem>
      <para>When selected, the memo from the previously entered transaction will
      be automatically entered as the memo for the new transaction.
      </para>
    </listitem>
  </varlistentry>
</variablelist>
</sect2>

<sect2 id="details.settings.register.import">
<title>Import tab</title>

<variablelist>
  <varlistentry>
    <term><guilabel>Match transaction within days</guilabel></term>
    <listitem>
      <para>Search for matching transactions within the range of the imported
      transaction +/- the given number of days, which can be set from 0 to
      99.</para>
    </listitem>
  </varlistentry>

  <varlistentry>
    <term><guilabel>Ask for a new payee's default category</guilabel></term>
    <listitem>
      <para>If this option is selected, whenever a new payee is detected during
      an import, the user will be asked for the default category for the
      payee.</para>
    </listitem>
  </varlistentry>
</variablelist>
</sect2>
</sect1>

<sect1 id="details.settings.schedules">
<title>Scheduled Transactions</title>

<para>
  These options allow you to modify the behavior of <link
  linkend="details.schedules">Scheduling Transactions</link>.
</para>

<sect2>
<title>Startup options</title>
<variablelist>
  <varlistentry>
    <term><guilabel>Check schedules upon startup</guilabel></term>
    <listitem>
      <para>Enables checking the schedule upon startup of &kmymoney;.  If
      a scheduled transaction matches the schedule criteria set then &kmymoney;
      will produce a notification requiring handling of the transaction. </para>
    </listitem>
  </varlistentry>

  <varlistentry>
    <term><guilabel>Enter transactions this number of days in
    advance</guilabel></term>
    <listitem><para>Specify how many days in advance a scheduled transaction
    should be entered.</para>
    </listitem>
  </varlistentry>
</variablelist>
</sect2>

<sect2 id="details.settings.schedules.calendar">
<title>Processing Days</title>
<variablelist>
  <varlistentry>
    <term><guilabel>Use holiday calendar for region</guilabel></term>
    <listitem><para>Select the region of the world that best suits your needs.</para>
    </listitem>
  </varlistentry>
</variablelist>
</sect2>

<sect2><title></title>
<variablelist>
  <varlistentry>
    <term><guilabel>Number of days to preview schedules in ledger</guilabel></term>
    <listitem>
      <para>Specify how many days should the scheduled transactions show up in the
        ledger.</para>
      <para>The scheduled transactions will be listed in the ledger. You can
        enter or skip the scheduled transactions by right-clicking on
        them.</para>
    </listitem>
  </varlistentry>
</variablelist>
</sect2>
</sect1>

<sect1 id="details.settings.onlinequote">
<title>Online Quotes</title>

<para>
  These settings modify how financial quotes are retrieved from different online
  sources.  These include both stock, bond, and other equity prices, as well as
  prices for precious metals and currency conversion.
</para>

<para>
  This tab allows you to change the online quote sources for &kmymoney;.
  Generally speaking, this is an advanced feature, and should only be attempted
  by the most technically adept users.
</para>

<para>
  For more details, please refer to the <link
  linkend="details.investments.onlinequotes">Online Price Quotes</link> section.
</para>
</sect1>


<sect1 id="details.settings.colors">
<title>Colors</title>

<para>
   These section allows you to customize the colors used within &kmymoney;.  If
   <guilabel>Custom colors</guilabel> is not checked, then default colors will
   be used.
</para>

<para>
   To customize colors check the box Custom colors.
</para>

<para>
  Modify any of the colors by clicking on the color button, which will open
  color select palette.  This will provide unlimited options in color selection.
  You can select a defined basic color, pick a color by clicking anywhere on the
  screen, input an &HTML; defined color, specify values for Hue, Saturation,
  Value, Red, Green, and Blue.

</para>
</sect1>

<sect1 id="details.settings.fonts">
<title>Fonts</title>

<para>
  These options allow you to modify the fonts within the Cell or Header fields.
</para>

<variablelist>
  <varlistentry>
    <term><guilabel>Use system fonts</guilabel></term>
    <listitem>
      <para>Select this to use system fonts. Deselecting this option allows the select
      the fonts of your choice.</para>
    </listitem>
  </varlistentry>

  <varlistentry>
    <term><guilabel>Cell font</guilabel></term>
    <listitem>
      <para>Specify the custom font to use within each cell of the registers.</para>
    </listitem>
  </varlistentry>

  <varlistentry>
    <term><guilabel>Header font</guilabel></term>
    <listitem>
      <para>Specify the custom font to use for the headers of each view within the register.</para>
    </listitem>
  </varlistentry>
</variablelist>
</sect1>

<sect1 id="details.settings.icons">
<title>Icons</title>

<para>
  This option allows for the selection of icons that will be displayed.
</para>

<variablelist>
  <varlistentry>
    <term><guilabel>Individual icon settings</guilabel></term>
    <listitem>
      <para>Using the pull-down menu there is a selection of available icons available for use.
      Additional icons may be available for downloading and use depending on the operating
      system installed.</para>
    </listitem>
  </varlistentry>
</variablelist>
</sect1>

<sect1 id="details.settings.plugins">
<title>Plugins</title>

<para>
  This section provides information about the available plugins, and allow you
  to modify the behavior of installed plugins.  Note that the list of plugins
  displayed will depend on which plugins &kmymoney; found when it started.  It
  does not matter whether the plugin was compiled as part of the application or
  added as a separate package.
  <screenshot>
	<screeninfo>Configure Plugins</screeninfo>
	<mediaobject>
	<imageobject>
	<imagedata fileref="configure_plugins.png" format="PNG" />
	</imageobject>
	<textobject>
	<phrase>Configure Plugins</phrase>
	</textobject>
	</mediaobject>
  </screenshot>
  Every plugin can be enabled or disabled, according to the state of the
  checkbox next to the name of the plugin.  In addition, at the right, there is
  also an <guibutton>information</guibutton> (&infoicon;) button for each, which
  will show the plugin version and author.  For some plugins, further
  information on configuring and using it may be found by clicking the
  configure, or tool icon just to the left of the information button.  There is
  only one plugin that requires configuration, and that is the Check printing
  plugin.
</para>

<sect2 id="details.settings.plugins.printchecks">
<title>Check printing plugin</title>

<para>
  As one example, there is a plugin for printing checks, which
  is included with the source of &kmymoney;, and should always be
  enabled.  It allows printing of a check based on the data from a selected
  transaction, with the layout controlled by an &HTML; template. You need to use a
  template which is matched to your pre-printed checks.  When you click on the
  <guibutton>configure</guibutton> (&configicon;) button, the <guilabel>Check
  printing</guilabel> configuration dialog is displayed.  At the top is a text box
  for the path to the selected template.  To the right of that is a button which
  brings up a file chooser, to select an alternate template file.
</para>

<para>
  A template file is an &HTML; file, in which specific strings are used to
  reference the fields from the transaction and from the current account and
  institution to show where they will be printed on the check.  &kmymoney; is
  shipped with some sample template files.  You should either be able to use one
  of them, or modify one to suit your needs.  When the default template is
  selected, the configuration dialog will show you the folder which contains
  the sample files.
</para>

<!-- info from source code on substitution variables
    // data about the user
    checkHTML.replace("$OWNER_NAME", file->user().name());
    checkHTML.replace("$OWNER_ADDRESS", file->user().address());
    checkHTML.replace("$OWNER_CITY", file->user().city());
    checkHTML.replace("$OWNER_STATE", file->user().state());
    // data about the account institution
    checkHTML.replace("$INSTITUTION_NAME", institution.name());
    checkHTML.replace("$INSTITUTION_STREET", institution.street());
    checkHTML.replace("$INSTITUTION_TELEPHONE", institution.telephone());
    checkHTML.replace("$INSTITUTION_TOWN", institution.town());
    checkHTML.replace("$INSTITUTION_CITY", institution.city());
    checkHTML.replace("$INSTITUTION_POSTCODE", institution.postcode());
    checkHTML.replace("$INSTITUTION_MANAGER", institution.manager());
    // data about the transaction
    checkHTML.replace("$DATE", KGlobal::locale()->formatDate(QDate::currentDate(), KLocale::LongDate));
    checkHTML.replace("$CHECK_NUMBER", (*it).split().number());
    checkHTML.replace("$PAYEE_NAME", file->payee((*it).split().payeeId()).name());
    checkHTML.replace("$PAYEE_ADDRESS", file->payee((*it).split().payeeId()).address());
    checkHTML.replace("$PAYEE_CITY", file->payee((*it).split().payeeId()).city());
    checkHTML.replace("$PAYEE_POSTCODE", file->payee((*it).split().payeeId()).postcode());
    checkHTML.replace("$PAYEE_STATE", file->payee((*it).split().payeeId()).state());
    checkHTML.replace("$AMOUNT_STRING", converter.convert((*it).split().shares().abs()));
    checkHTML.replace("$AMOUNT_DECIMAL", MyMoneyUtils::formatMoney((*it).split().shares().abs(), currency));
    checkHTML.replace("$MEMO", (*it).split().memo());
-->


</sect2>
</sect1>
</chapter>
