Personal Finance Manager: The KDE project has released KMyMoney v5.1.3

0
266

KMyMoney is a powerful open source application for recording and managing personal finances, supporting different account types, income and expense categorization, bank account reconciliation, importing and exporting Financial data in the open file formats QIF and OFX.

Extensive product maintenance after more than a year

The KDE Project open source community, supported by the registered KDE e.V. and the KDE community, has released the latest version of their free personal finance manager KMyMoney.

KMyMoney (Image: KDE)

KMyMoney v5.1.3 has been released for Windows, macOS and Linux and, according to the official release notes, contains numerous minor innovations, optimizations and bug fixes. Also fixed a critical error with the AppImage and random crashes in the finance program.

This is the first release of the powerful finance software in over a year, after the version 5.1.2 was released in June 2021.

Critical

  • Appimage unable to print reports.
Major

  • Duplicating an investment transaction also duplicates a matched but not accepted transaction in the brokerage account with original not the new date on the matched transaction.
  • Calculation of the balance is incorrect for future balances.
Crash

  • Investment Cap Gains by Account (Customized) crashes with my dataset. Changing the date of one ledger entry fixes the crash.
  • Attempting KMyMoney 5.0.8 “Currencies” Maintenance, Application Crash.
  • Crashes on new category with a double colon.
Normal

  • Closed accounts are not hidden in accounts/categories view.
  • Not saving changes to Shortcuts.
  • Export report as csv file gives a html file.
  • No pre-defined account templates on a mac.
  • OFX import goes to the wrong account.
  • No ledger icon in the pane of the left side.
  • Home view is missing styling.
  • Equities are shown with currencies in new account dialog.
  • Issue with credit card limits.
  • Rounding error on investment transactions.
  • Icons are missing on Linux if Breeze icon theme changing shipped by the bistro is older than 5.81
  • Tags /Payees Double Enter.
  • Can not update stock price manually.
  • Stock wizard shows online source that no longer exist.
  • Currency list not sorted with locale awareness in the new account wizard.
  • When importing OFX, the OK and Skip buttons are reversed.
  • Unable to inspect the Splits when account is closed.< /li>
  • Impossible to paste into calculator widget.
  • Build failure with aqbanking 6.3.2.
  • Transaction notes are not imported from paypal account.
  • Stock split transactions can cause rounding problems.
  • Wayland: Tooltip on date input fields steals focus, prevents entering data.
  • Setting the payee matching to exact name is not persistent.
  • KMyMoney complains about "GPG no secure keyring found".
  • Scheduled transactions: "Next due date", "Number remaining" and "Date of final" do not always update in step.
  • Missing transaction information.
  • Provide feature to rename existing loan accounts.
  • Payee > Account Numbers > IBAN does not accept pasted content with a space at the start.
  • OFX import broken upstream.
Minor

  • In "New Account" wizard, Enter key does not work on “Parent account” page.
  • Fields in Exchange Rate/Price Editor misaligned.
  • Default cash flow report: Name does not match date range.
  • Unresponsive UI elements in " New File Setup” > “Select Accounts”.
  • New file setup wizard: UK VAT Accounts produces "invalid top-level account type" error.

KMyMoney v5.1.3 – Release Notes

Users using Quicken – later FinanzManager – from Lexware, Microsoft Money or the open source alternatives Hibiscus and GnuCash can also take a look at KMyMoney.

OpenHBCI fork and plugin architecture

Home banking is managed via enables its own plugin architecture, while the OpenHBCI fork AqBanking is used as the substructure for KMyMoney.

KMyMoney also enables the management of loans and securities. The operating principle of the open software, which is subject to the GNU General Public License (GPLv3), is based on double-entry bookkeeping.

Open The official website has downloads for Windows, macOS and Linux.