Comments on: Moving from MS Money to KMyMoney http://www.movingtofreedom.org/2008/01/09/moving-from-ms-money-to-kmymoney/ free software, free culture, free association Mon, 22 Feb 2010 21:17:29 +0000 http://wordpress.org/?v=2.9.2 hourly 1 By: Scott Carpenter http://www.movingtofreedom.org/2008/01/09/moving-from-ms-money-to-kmymoney/comment-page-1/#comment-3879 Scott Carpenter Thu, 15 Oct 2009 09:13:49 +0000 http://www.movingtofreedom.org/2008/01/09/moving-from-ms-money-to-kmymoney/#comment-3879 Hi, David. I don't know if there is a calendar feature similar to that. There are budgeting features which I don't use so can't comment on, <i>but</i> there is a feature that is really helpful for me to manage future balances and budgeting similar to what you describe. You can have future scheduled transactions entered ahead of schedule, and then there is a preview feature that shows more future transactions. So when I look at my checking ledger, for example, I have the next three weeks of transactions entered, and then the next six months in preview mode so that I see grey entries for them. The running balance is shown and is red if I dip below zero. The preview feature is nice because if you update one of your scheduled transactions, those entries will all be updated automatically since they're not really entered yet. This is done for all account ledgers individually, but since I use my checking account as my main cash flow manager with money coming in and going out, I mainly have to look there to see how things are going over the next half year. Hi, David. I don't know if there is a calendar feature similar to that. There are budgeting features which I don't use so can't comment on, but there is a feature that is really helpful for me to manage future balances and budgeting similar to what you describe.

You can have future scheduled transactions entered ahead of schedule, and then there is a preview feature that shows more future transactions. So when I look at my checking ledger, for example, I have the next three weeks of transactions entered, and then the next six months in preview mode so that I see grey entries for them. The running balance is shown and is red if I dip below zero. The preview feature is nice because if you update one of your scheduled transactions, those entries will all be updated automatically since they're not really entered yet.

This is done for all account ledgers individually, but since I use my checking account as my main cash flow manager with money coming in and going out, I mainly have to look there to see how things are going over the next half year.

]]> By: David http://www.movingtofreedom.org/2008/01/09/moving-from-ms-money-to-kmymoney/comment-page-1/#comment-3878 David Thu, 15 Oct 2009 07:49:34 +0000 http://www.movingtofreedom.org/2008/01/09/moving-from-ms-money-to-kmymoney/#comment-3878 So one thing I really love in Quicken is the calendar feature. I can use it to create new recurring transactions, but more importantly is show along the bottom the account balances for the month on a daily basis. This included "future" balances based on scheduled payments and deposits. Using this I can view potential overdraws for the month, or even play with budgeting and go out several months to see where I might start hitting red (or making a million ;~) I haven't been able to find if KMyMoney has a feature like this. Any comments? Here is a web image I could find. Its not quite like the quicken version I use (2003) but it represents the idea okay: http://z.about.com/d/financialsoft/1/0/4/3/Calendar2.jpg The middle bar graph on this one is closer to what 2003 has on the bottom of its calendar, but either representation is fine as long as I have a way to anticipate future balances: http://z.about.com/d/financialsoft/1/0/E/3/6RptTabs.jpg ty So one thing I really love in Quicken is the calendar feature. I can use it to create new recurring transactions, but more importantly is show along the bottom the account balances for the month on a daily basis. This included "future" balances based on scheduled payments and deposits.

Using this I can view potential overdraws for the month, or even play with budgeting and go out several months to see where I might start hitting red (or making a million ;~)

I haven't been able to find if KMyMoney has a feature like this. Any comments?

Here is a web image I could find. Its not quite like the quicken version I use (2003) but it represents the idea okay:

http://z.about.com/d/financialsoft/1/0/4/3/Calendar2.jpg

The middle bar graph on this one is closer to what 2003 has on the bottom of its calendar, but either representation is fine as long as I have a way to anticipate future balances:

http://z.about.com/d/financialsoft/1/0/E/3/6RptTabs.jpg

ty

]]> By: tim cooper http://www.movingtofreedom.org/2008/01/09/moving-from-ms-money-to-kmymoney/comment-page-1/#comment-3823 tim cooper Thu, 02 Jul 2009 13:26:20 +0000 http://www.movingtofreedom.org/2008/01/09/moving-from-ms-money-to-kmymoney/#comment-3823 Hi, I have spent the last few days trying to find a way to import my monthly bank statements into KYM.. These are in the form of either *.qif or *.csv but no matter what I try KYM will only import using the current date. My qif format is dd-mm-yy I have tried changing it to dd/mm/yy or dd.mm.yy but nothing works.............. other that that, the package is brilliant. Tim Cooper Hi,
I have spent the last few days trying to find a way to import my monthly bank statements into KYM..
These are in the form of either *.qif or *.csv but no matter what I try KYM will only import using the current date.

My qif format is dd-mm-yy I have tried changing it to dd/mm/yy or dd.mm.yy but nothing works.............. other that that, the package is brilliant.
Tim Cooper

]]> By: Scott Carpenter http://www.movingtofreedom.org/2008/01/09/moving-from-ms-money-to-kmymoney/comment-page-1/#comment-3816 Scott Carpenter Thu, 18 Jun 2009 00:39:32 +0000 http://www.movingtofreedom.org/2008/01/09/moving-from-ms-money-to-kmymoney/#comment-3816 Thanks, Sam. I keep thinking I should update with notes about more recent versions. Lots of good stuff has been added since I wrote this. Thanks, Sam. I keep thinking I should update with notes about more recent versions. Lots of good stuff has been added since I wrote this.

]]> By: sam http://www.movingtofreedom.org/2008/01/09/moving-from-ms-money-to-kmymoney/comment-page-1/#comment-3815 sam Wed, 17 Jun 2009 12:36:58 +0000 http://www.movingtofreedom.org/2008/01/09/moving-from-ms-money-to-kmymoney/#comment-3815 Fantastic article. Even though its now 18 months old, its still a great, relevant read. Thanks for contributing something back to kmymoney! Fantastic article. Even though its now 18 months old, its still a great, relevant read.

Thanks for contributing something back to kmymoney!

]]> By: Daniel http://www.movingtofreedom.org/2008/01/09/moving-from-ms-money-to-kmymoney/comment-page-1/#comment-3799 Daniel Mon, 11 May 2009 04:27:30 +0000 http://www.movingtofreedom.org/2008/01/09/moving-from-ms-money-to-kmymoney/#comment-3799 Hah, I love the M.U.L.E. references in your samples...smithore? lol. nice. Hah, I love the M.U.L.E. references in your samples...smithore? lol. nice.

]]> By: Scott Carpenter http://www.movingtofreedom.org/2008/01/09/moving-from-ms-money-to-kmymoney/comment-page-1/#comment-3748 Scott Carpenter Sun, 04 Jan 2009 19:20:08 +0000 http://www.movingtofreedom.org/2008/01/09/moving-from-ms-money-to-kmymoney/#comment-3748 Hi, Arick. Thanks for visiting and commenting. I can understand the desire for portable programs -- there are some things I'd like to run on my work Windows machine and on my home GNU/Linux box. KMyMoney is still working great for me, and now I have a full year of kdata under my belt! :-) Hi, Arick. Thanks for visiting and commenting. I can understand the desire for portable programs -- there are some things I'd like to run on my work Windows machine and on my home GNU/Linux box. KMyMoney is still working great for me, and now I have a full year of kdata under my belt! :-)

]]> By: arick http://www.movingtofreedom.org/2008/01/09/moving-from-ms-money-to-kmymoney/comment-page-1/#comment-3747 arick Sat, 03 Jan 2009 23:45:10 +0000 http://www.movingtofreedom.org/2008/01/09/moving-from-ms-money-to-kmymoney/#comment-3747 Hello Scott, I just found your site and am beginning to look through it some. Just a few thoughts, but before that, I haven't used KMyMoney. I actually haven't been a big fan of these kinds of programs too much, but find them to be a necessary evil. I have made the switch to Ubuntu for 99.9% of what I do. The few other areas there is no current workaround to the windows hell... but I digress. :) I am military and end up going through deployments. Therefore, I like to take my financial information with me to have available wherever I may be. For me the only option was a Java program that has worked well for me, although I have found another possible option, GNU Cash Portable Eddition, but haven't tested that water. jGnash is the Java Application: http://apps.sourceforge.net/mediawiki/jgnash/index.php?title=Main_Page I personally choose the .jar format since it runs on win/Linux without any problem. So far, it does all I need and once I took a learning curve to learn about accounts instead of categories (the GNU Cash tutorial works quite well with jGnash because of the VERY CLOSE similarities between the two. The other that someone might be interested in is the portable version of GNUCash: http://portableapps.com/news/2008-12-19_-_gnucash_portable_2.2.8 The only way I would move to that is if the database could be accessed across windows portable and linux version flawlessly... I'd be interested if someone has experience with that. For tax preparation, I have taken to the web versions and yes, you do get a PDF version for your records that you can save to your computer, print out, etc... I look forward to your site... Arick Hello Scott,

I just found your site and am beginning to look through it some. Just a few thoughts, but before that, I haven't used KMyMoney. I actually haven't been a big fan of these kinds of programs too much, but find them to be a necessary evil. I have made the switch to Ubuntu for 99.9% of what I do. The few other areas there is no current workaround to the windows hell... but I digress. :)

I am military and end up going through deployments. Therefore, I like to take my financial information with me to have available wherever I may be. For me the only option was a Java program that has worked well for me, although I have found another possible option, GNU Cash Portable Eddition, but haven't tested that water.

jGnash is the Java Application:
http://apps.sourceforge.net/mediawiki/jgnash/index.php?title=Main_Page

I personally choose the .jar format since it runs on win/Linux without any problem. So far, it does all I need and once I took a learning curve to learn about accounts instead of categories (the GNU Cash tutorial works quite well with jGnash because of the VERY CLOSE similarities between the two.

The other that someone might be interested in is the portable version of GNUCash:
http://portableapps.com/news/2008-12-19_-_gnucash_portable_2.2.8

The only way I would move to that is if the database could be accessed across windows portable and linux version flawlessly... I'd be interested if someone has experience with that.

For tax preparation, I have taken to the web versions and yes, you do get a PDF version for your records that you can save to your computer, print out, etc...

I look forward to your site...

Arick

]]> By: shirteesdotnet http://www.movingtofreedom.org/2008/01/09/moving-from-ms-money-to-kmymoney/comment-page-1/#comment-3731 shirteesdotnet Mon, 22 Dec 2008 17:04:43 +0000 http://www.movingtofreedom.org/2008/01/09/moving-from-ms-money-to-kmymoney/#comment-3731 Thanks so much for this review. I'm setting up a new computer for my wife (Christmas) and installing Ubuntu on it. She won't switch to Ubuntu because she uses MS Money for our finances. I'm hoping this program will change her mind! Thanks for the tips too! Thanks so much for this review. I'm setting up a new computer for my wife (Christmas) and installing Ubuntu on it. She won't switch to Ubuntu because she uses MS Money for our finances. I'm hoping this program will change her mind! Thanks for the tips too!

]]> By: Scott Carpenter http://www.movingtofreedom.org/2008/01/09/moving-from-ms-money-to-kmymoney/comment-page-1/#comment-3724 Scott Carpenter Sun, 14 Dec 2008 19:46:15 +0000 http://www.movingtofreedom.org/2008/01/09/moving-from-ms-money-to-kmymoney/#comment-3724 Thanks, Fajar. I was able to remove <code>nvidia-glx</code> on the one machine -- doesn't look like I was using it anyway, and have that one upgraded. Will see how it goes on the other. I'd be hesitant to try a complete reinstall -- lots of other stuff installed and configured outside of <code>/home</code>, so I'd like to avoid that work. But probably wouldn't be <i>that</i> bad to start over if I had to. Thanks, Fajar. I was able to remove nvidia-glx on the one machine -- doesn't look like I was using it anyway, and have that one upgraded. Will see how it goes on the other.

I'd be hesitant to try a complete reinstall -- lots of other stuff installed and configured outside of /home, so I'd like to avoid that work. But probably wouldn't be that bad to start over if I had to.

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