facing a few discrepancies against what i was used to see in version 5.1.3. in reports
Moreover i have a few general questions.
I read the release notes KMyMoney 5.2.0 released | KMyMoney and found no hint regarding my points below.
If you mean i should open specific tickets (bug or wishes) for given points, please let me know.
– 1. Discrepancies
in transactions reports, the column “Price” appeared in all reports
i know i can hide the column in the report parameters, but i am still curious on how this column appeared through the software version upgrade…
In a few other transaction reports, these three columns where displayed: Num, Tag, Price, although they were not displayed in the reports saved and used in version 5.1.3
In the ledger, i discover a new feature while right-clicking on a single transaction, namely show transaction details:
Does it mean that a category (here carburant) is also technically an account, as the bank account (here current account) already is?
Are the values P000180, A000001, A000022 coming from the kmymoney database to refer to respectively “Jet Tankstellen”, “current account” and “carburant” ?
why is the first column header named “split” even if there is no split transaction here, but solely a double-entry booking?
what does “BankID” means? in the example it has value A000001-2025-07-15-46fe4a0-1
2. GENERAL QUESTIONS
how does the favicon function works exactly? i submit an URL of the bank, and for six banks, the logo is displayed properly, for two others not, see screenshot:
bank #1 shows a blank logo (website entered is Navigateur obsolète - Crédit Mutuel, favicon’s URL stays empty)
bank #2 shows the kmymoney placeholder logo (website entered is https://businesstravelportal.airplus.com/, favicon’s URL stays empty)
I am referring to this setting: “Website” of an Institution.
Should I enter something specific in the favicon URL as well, for the cases where the bank website link is “not enough”?
If yes, which kind of URL are needed? One of those URLs included in the source code of website of bank #1 ? <!-- favicons 2019 --> <link rel="apple-touch-icon" sizes="180x180" href="[https://cdnsi.e-i.com/INGR/sd/cm_2015/53.122.2/fr/images/std/favicons/apple-touch-icon.png](view-source:https://cdnsi.e-i.com/INGR/sd/cm_2015/53.122.2/fr/images/std/favicons/apple-touch-icon.png)"> <link rel="icon" type="image/png" sizes="32x32" href="[https://cdnsi.e-i.com/INGR/sd/cm_2015/53.122.2/fr/images/std/favicons/favicon-32x32.png](view-source:https://cdnsi.e-i.com/INGR/sd/cm_2015/53.122.2/fr/images/std/favicons/favicon-32x32.png)"> <link rel="icon" type="image/png" sizes="16x16" href="[https://cdnsi.e-i.com/INGR/sd/cm_2015/53.122.2/fr/images/std/favicons/favicon-16x16.png](view-source:https://cdnsi.e-i.com/INGR/sd/cm_2015/53.122.2/fr/images/std/favicons/favicon-16x16.png)"> <link rel="manifest" href="[https://cdnsi.e-i.com/INGR/sd/cm_2015/53.122.2/fr/images/std/favicons/site.webmanifest](view-source:https://cdnsi.e-i.com/INGR/sd/cm_2015/53.122.2/fr/images/std/favicons/site.webmanifest)"> <link rel="mask-icon" href="[https://cdnsi.e-i.com/INGR/sd/cm_2015/53.122.2/fr/images/std/favicons/safari-pinned-tab.svg](view-source:https://cdnsi.e-i.com/INGR/sd/cm_2015/53.122.2/fr/images/std/favicons/safari-pinned-tab.svg)" color="#e2001a">
print function: is it possible to set a few more things that this?
A) the current print settings doesn’t allow to set up this kind of settings:
center on page
center on page (vertically)
center on page (horizontally)
scaling options:
no scaling
fit on one page (shrink the printout so that it fits on one page)
Fit width (shrink the printout so that it is one page wide)
Fit height (shrink the printout so that it is one page high)
B) ability to save permanently the print settings
this means, if i set up different margins values and close the software afterwards, they stay the same when i start the software again, instead of coming back to the standard of 3,53mm for each of the four margins.
1.1 it is technically required but I don’t know the details.
1.2 a) Yes, it was not available in 5.1.3
1.2 b) Yes, a category is just a synonym for an income or expense account
1.3 c) Yes
1.3 d) Each double-entry booking consists of two splits (therefore double entry)
1.4 e) The BankID is an identifier used to detect duplicates in downloads. Its value is derived from the content of the split.
2.1 bank #1) I don’t know why it is empty. Could be that an empty favicon is supplied
2.1 bank #2) No favicon found (maybe, that bank needs a special URL d’émoticône)
2.1 Which URL needs to be used depends on the bank. We cannot provide support for that.
2.2 The print dialog/function is a generic KDE widget/feature not KMyMoney specific. I don’t know, if those settings can be preserved by and for a specific application.
Thank you for these information and confirmations.
I understand you cannot provide specific support.
My hope was, that Kmymoney handles the step “take a favicon out of a bank’s website”, and that i could know what kmymoney is technically looking for there, maybe a specific filename (example: favicon.png) or a specific file extension (example: .ico) and that i could find the proper URL (which points to such a file name or extension) on my own.
As a positive working example, this favicon is shown in kmymoney: https://banking.postbank.de/favicon.ico
If you confirm this is the case (that kmymoney requires a file having the .ico extension, how could this information be made available in the user manual?
ok, this regards my question B) ability to save permanently the print settings.
What do you mean regarding A)?:
A) the current print settings doesn’t allow to set up this kind of settings:
center on page
center on page (vertically)
center on page (horizontally)
scaling options:
no scaling
Fit on one page (shrink the printout so that it fits on one page)
Fit width (shrink the printout so that it is one page wide)
Fit height (shrink the printout so that it is one page high)
Is this also something KDE generic and independant from Kmymoney? If yes, what is the name of the corresponding KDE system or application (or contact partner) where i could ask more about the print settings?
The easiest way would be to create a Merge Request against the manual. You could also provide the text and send it to kmymoney-devel@kde.org (preferrably as a patch to the original version - but if this too technical the text alone would do also together with an explanation where to drop it).
Actually not KDE but Qt generic. It is documented on this page.
Okay.
I have an account to connect to https://invent.kde.org so i could try the merge request.
However i never did that until now. Is there some Anleitung anywhere for this?
The target documentation page to be changed is https://docs.kde.org/stable5/en/kmymoney/kmymoney/details.institutions.html#details.institutions.new
This is one screenshot and one paragraph, nothing more.
i cannot see the page “Chapter 5. Institutions”. Can i guess it? Or is there an easy logic to find it?
–
all right. So if i wish Kmymoney to improve the print settings, i must first ask the improvement to Qt development people. How would i do this? Are they on discuss.kde.org ? Or where are they?
Yes, see here. Since you do have a KDE invent dev account, you may skip the part about forking the project. Please make sure in this case though, that you name your branches
work/<your-invent-user-name>/<feature-desc>
Unfortunately, the web-site still shows the old documentation. So maybe, this looks already different from what we see on the web.
Once you cloned the project onto your local drive, you will find those files in the doc/ subdirectory of the project.
Hope that helps. If anything is unclear simply ask.
I think I am at fault here - the 5.2 docs currently only exist in the 5.2 branch. I have not yet pushed them to master. I will look again at doing this, but I’m worried about messing it up, so may ask for another set of eyes to be sure I’ve got it set up correctly before pushing.
You will need to set up git to use your account details to help identify your work. Make sure that these details match your GitLab profile, otherwise commits can’t be traced back to your account.
i am not sure if i understand properly the branch’s name topic.
Do you mean i should be cautious regarding the naming of one of these 3 fields (see screenshot) ?
Looks like the update on the web-site is pending some background work. Please see this issue for details. Not much the KMyMoney team can do at the moment. This does not mean that we should not keep the source of the documentation up-to-date and in sync with the code.
I do not understand the meaning of this.
Does it mean, the documentation can still be further improved in Gitlab (invent.k.o), but it cannot be currently rolled out as online documentationhttps://docs.kde.org/stable5/en/kmymoney/kmymoney/index.html?
I am not sure if you have seen these questions earlier (#3 and #4).
My problem is not with the 5.2 branch - that contains the documentation with all updates I applied for the 5.2 release. My problem is that although I also have those changes applied to my loacal master branch, they have not yet been pushed. I know that after I do a ‘git pull’ to my local master branch, if there are no conflicts, in theory doing a ‘git push’ should only push those doc changes. Unfortunately, I am a bit paranoid about messing up the master branch.
Thomas - Is the above really my best way forward, or should I make a new work branch from master in that state (only the 5.2 doc changes) push it and create a PR? (I remember discussing doing this as a cherry pick from from those changes to 5.2, but there was some reason not to - I don’t remember if there would have been a single commit or it was broken down into too many to handle that way.)
You can always do a local backup of the important branch(es) so you could rollback anytime.
For example:
#update local repo with latest from origin (server)
git fetch --all --tags --prune
#move to local master branch
git checkout master
# update local master branch
git pull
# make a local backup branch - I usually add date
git checkout -b /backup/20250722/master
#return to master branch or any other branch
git checkout master
#view local branches
git branch
One thing to keep in mind: NEVER push without checking the list of commits, branch, etc, etc. Push pushes to remote and could break things for others.
Until then you’re playing on your local repo and you can break and fix things/branches/commits.
You can check out the diff between 2 branches using git log --pretty=oneline branch_or_tag1...branch_or_tag2.
I would try the following (all local until satisfied with the result!):
create a feature branch out of 5.2 with git checkout -b myname/docs_52
rebase it interactive on master with git rebase origin/master -i
This will pop an editor (usually vi) with the list of commits that will be applied - you can drop all that do not contain docs changes. You have instructions provided in this step. When you’re done, save it
In case things cannot be merged, you’ ll have to fix it by hand using git mergetool and then git rebase --continue.
If things get out of hand you can always abort the rebase with git rebase --abort or just delete the feature branch and start over.
Another way, if you know exactly what commits contain doc changes, yo start a local feature branch from master, do git cherry-pick -X your_list_of_commit_sha
@surcouf: ipwizard and I had a videoconference, and although I’m still not sure the exactly how, it turns out all the upgrades to the docs for 5.2 (both docbook files and most of the updated png files) are correctly present in both master and 5.2 branches. The issue with using those to update the docs.kde.org site remains, but the KDE documentation team is well aware. I’m sure they are working on a fix, as it seems to affect much more than just KMyMoney.
Thanks @ostroffjh for the clarification regarding both master and 5.2 branches.
Which software do you recommend to edit the docbook files? Ideally it would be a software which shows the documentation the same way https://docs.kde.org/ does.
Could i find somewhere in the internet test .kmy files having a bit of meaningful test data? It may help me if i do screenshots for documentation.
Is there some instructions or documentation regarding formatting rules of a .docbook file somewhere? I see there is tag system, e.g. < para> for paragraph (see example below, but are those tags explained altogether at one place somewhere? For example how to write numerated lists or bullet points lists?
<varlistentry>
<term>Bank Code</term>
<listitem>
<para>
The <ulink url="https://en.wikipedia.org/wiki/Bank_code">Bank Code</ulink>.
This identifier is formatted and used differently in different countries. It
is known as the routing or routing transit number in the US and as the
sort code in the UK. It is not currently used by &kmymoney;.
</para>
</listitem>
</varlistentry>
