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README
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README
@ -22,106 +22,16 @@ Table of Contents:
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Overview
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Overview
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--------
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--------
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GnuCash is a personal finance manager. A check-book like register GUI
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GnuCash is a personal and small business double entry accounting application.
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allows you to enter and track bank accounts, stocks, income and even
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currency trades. A full set of reports allow you to see the state of
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your finances. The interface is designed to be simple and easy to use,
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but is backed with double-entry accounting principles to ensure
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balanced books.
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Features include:
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- An easy-to-use interface. If you can use the register in the back
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of your checkbook, you can use GnuCash. Type directly into the
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register, tab between fields, and use quick-fill to automatically
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complete the transaction.
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- Scheduled Transactions: GnuCash has the ability to automatically
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create and enter transactions, remind when a transaction is due,
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give a choice of entering a transaction or postponing it and
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remove an automated transaction after a certain period.
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- Mortgage & Loan Repayment Assistant: Used to setup a variable
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payment loan scheduled transaction.
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- Small Business Accounting Features: GnuCash can be used
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for Customer and Vendor tracking, Invoicing and Bill Payment,
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and using different Tax and Billing Terms in a small business.
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- OFX Import: GnuCash can import downloaded OFX/QFX files and
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retrieve account info and transactions via OFXDirect. The results
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are passed through a transaction matching system that accurately
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picks duplicate transactions and assigns contra accounts based on
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similar previously-imported transactions.
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- HBCI/FinTS Support: GnuCash also supports the German Financial Transaction
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Services (formerly Home Banking Computer Interface) which includes
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statement download, initiate bank transfers and direct debits.
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- Quicken File Import: Import Quicken QIF style files. QIF files
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are automatically merged to eliminate duplicate transactions.
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- Reconcile window with running reconciled and cleared balances
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makes reconciliation easy.
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- Stock/Mutual Fund Portfolios: Track stocks individually (one per
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account).
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- Get Stock & Mutual Fund quotes from various web sites, update
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portfolio automatically (more funds being added regularly).
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- Reports: Display Balance Sheet, Profit&Loss, Portfolio Valuation,
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Transaction Reports, or account balance tracking, or export them
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as HTML. You can write your own custom report if you know a
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little Scheme. Reports can be run over any arbitrary period.
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- Multiple Currencies & Currency Trading: Multiple currencies are
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supported and can be bought and sold (traded). Currency movements
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between accounts are fully balanced when double-entry is enabled.
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- Chart of Accounts: A master account can have a hierarchy of detail
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accounts underneath it. This allows similar account types
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(e.g. Cash, Bank, Stock) to be grouped into one master account
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(e.g. Assets).
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- Split Transactions: A single transaction can be split into several
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pieces to record taxes, fees, and other compound entries.
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- Double Entry: Every transaction must debit one account and credit
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another by an equal amount. This ensures that the "books
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balance": that the difference between income and outflow exactly
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equals the sum of all assets, be they bank, cash, stock or other.
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- Income/Expense Account Types (Categories): These serve not only to
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categorize your cash flow, but when used properly with the
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double-entry feature, these can provide an accurate Profit&Loss
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statement.
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- General Ledger: Multiple accounts can be displayed in one register
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window at the same time. This can ease the trouble of tracking
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down typing/entry errors. It also provides a convenient way of
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viewing a portfolio of many stocks, by showing all transactions in
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that portfolio.
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- Written in C/C++ with embedded scheme support via Guile.
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- File access is locked in a network-safe fashion, preventing
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accidental damage if several users attempt to access the same
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file, even if the file is on a shared file system.
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- SQL storage is supported using MySQL, Postgresql, and
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SQLite3. Note that this does not support multiple concurrent
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access.
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Home Page:
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Home Page:
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http://www.gnucash.org/
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https://www.gnucash.org/
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Wiki:
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https://wiki.gnucash.org/wiki/GnuCash
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Precompiled binaries:
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Precompiled binaries:
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http://www.gnucash.org/download
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https://www.gnucash.org/download
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############
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############
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Dependencies
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Dependencies
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@ -182,7 +92,7 @@ Message catalogs exist for many different languages. In general
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GnuCash will use the locale configured in the desktop environment if
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GnuCash will use the locale configured in the desktop environment if
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we have a translation for it, but this may be overridden if one
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we have a translation for it, but this may be overridden if one
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likes. Instructions for overriding the locale settings may be found at
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likes. Instructions for overriding the locale settings may be found at
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http://wiki.gnucash.org/wiki/Locale_Settings
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https://wiki.gnucash.org/wiki/Locale_Settings
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#####################
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#####################
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Building & Installing
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Building & Installing
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@ -196,7 +106,7 @@ following packages:
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cmake: Available https://cmake.org.
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cmake: Available https://cmake.org.
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ninja: Optional, available at http://ninja-build.org. CMake can
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ninja: Optional, available at https://ninja-build.org. CMake can
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generated build rules for Ninja, and generally using Ninja results
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generated build rules for Ninja, and generally using Ninja results
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in faster builds that Makefile based ones.
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in faster builds that Makefile based ones.
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@ -205,7 +115,7 @@ following packages:
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libxml2: available from ftp.gnome.org
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libxml2: available from ftp.gnome.org
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SWIG: 2.0.10 or later is needed. See http://www.swig.org or
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SWIG: 2.0.10 or later is needed. See http://www.swig.org or
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http://sourceforge.net/projects/swig/
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https://sourceforge.net/projects/swig/
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Generally, up-to-date build instructions for various Linux
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Generally, up-to-date build instructions for various Linux
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distributions can be found on the GnuCash wiki at
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distributions can be found on the GnuCash wiki at
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@ -267,7 +177,7 @@ Downloads
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GnuCash sources and Mac and Windows binaries are hosted at
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GnuCash sources and Mac and Windows binaries are hosted at
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SourceForge and Github. Links for the current version are provided at
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SourceForge and Github. Links for the current version are provided at
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http://www.gnucash.org. We depend upon distribution packagers for
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https://www.gnucash.org. We depend upon distribution packagers for
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GNU/Linux and *BSD binaries, so if you want a more recent version than
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GNU/Linux and *BSD binaries, so if you want a more recent version than
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your distribution provides you'll have to build from source.
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your distribution provides you'll have to build from source.
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@ -285,11 +195,11 @@ Developing GnuCash
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------------------
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------------------
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Before you start developing GnuCash, you should do the following:
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Before you start developing GnuCash, you should do the following:
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1. Read http://wiki.gnucash.org/wiki/Development
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1. Read https://wiki.gnucash.org/wiki/Development
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2. Look over the doxygen-generated documentation at
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2. Look over the doxygen-generated documentation at
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http://code.gnucash.org/docs/MASTER/ or
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https://code.gnucash.org/docs/MASTER/ or
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http://code.gnucash.org/docs/MAINT/
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https://code.gnucash.org/docs/MAINT/
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3. Go to the GnuCash website and skim the archives of the GnuCash
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3. Go to the GnuCash website and skim the archives of the GnuCash
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development mailing list.
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development mailing list.
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@ -302,6 +212,6 @@ Before you start developing GnuCash, you should do the following:
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Submitting a Patch:
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Submitting a Patch:
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Please read http://wiki.gnucash.org/wiki/Development#Submitting_Patches.
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Please read https://wiki.gnucash.org/wiki/Development#Submitting_Patches.
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Thank you.
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Thank you.
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