miscellaneous updates

git-svn-id: svn+ssh://svn.gnucash.org/repo/gnucash/trunk@2306 57a11ea4-9604-0410-9ed3-97b8803252fd
This commit is contained in:
Linas Vepstas
2000-05-13 07:01:36 +00:00
parent d47efdbfdb
commit a14e812a6c
2 changed files with 160 additions and 8 deletions
+51
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@@ -43,3 +43,54 @@ Note there is still an invarient:
(old price of A) * 20s == (new price of A) *20s + (price of B) * 1s
=========================================================================
Depreciation, Sinking Funds ...
On 21 Apr 2000 20:39:43 CDT, the world broke into rejoicing as
John Hasler <john@dhh.gt.org> said:
> Lauren writes:
> > I'm not familliar with sinking funds, but what makes them a bit different
> > from a book entry like depreciation (also somewhat virtual) is that they
> > are happening with real accounts that need to be reconciled against an
> > outside statement.
>
> I don't see that. While the purpose of a sinking fund may be to pay off
> some bonds in ten years and there may even exist a legal obligation to have
> it, the funds being transferred to it now have nothing to do with any
> outside statement.
>
> A sinking fund to pay off some bonds is pretty much the same thing as
> saving up to pay off the balloon payment on the morgage.
>
> When you transfer funds to your "Savings Goal" or your "Sinking Fund" you
> are transferring funds from one asset account to another. Just credit
> 'Cash' and debit 'Savings Goals:Honeymoon'.
The problem with proceeding to credit Cash and debit "Savings Goal" is
that this invalidates any reconciliation of Cash. I'd be game to do
this if I credited not Cash, but rather "Cash:Goals", a subaccount of
Cash that can be ignored when it needs to be,
For different purposes, I will want both to consider and ignore these
"funds reservations."
a) When making up a _budget_, I care about what funds are reserved for
particular purposes.
b) When trying to figure out if my bank account is going to be
overdrawn,
"reserved" funds are _irrelevant._
I would thus suggest that the "gentle user" use the budget system to
manage this rather than having these be "true" transactions in the
ledger.
======================================================================
document the 'security' and the 'price quotes' fields.
fix em up too ...
======================================================================
Instructins for how to do QIF import should be reviewed/redone
======================================================================
typing + in the check-number field uses the next check number ..
+109 -8
View File
@@ -505,6 +505,18 @@
<td>Small</td>
</tr>
<tr>
<td><a href="#tech">Technical Stock Analysis</a></td>
<td>Medium</td>
</tr>
<tr>
<td><a href="#sink">Depreciation, Sinking Funds</a></td>
<td>Medium</td>
</tr>
<tr>
<td><a href="#ofx">OFX, Online Banking, Trading,
Bill-pay</a></td>
@@ -734,6 +746,7 @@ we've been, and where we're going.
generate reports from the command line ...
<li>A list of 'required reports' is needed. Then these need
to be implemented.
<li> Heavy discussion by matt martin, Robert Merkel ...
</ul>
</p>
</dd>
@@ -872,6 +885,13 @@ we've been, and where we're going.
</p>
</li>
<li>
<p>
<b>Cut-n-paste</b>
Cut-n-paste of items in the regsiter window...
</p>
</li>
<li>
<p>
<b>Bank name in combo-box pull-down</b>
@@ -916,11 +936,47 @@ we've been, and where we're going.
</p>
</li>
<li>
<p>
<b>Autocompletion</b>
Quickfill should also auto-complete amount, memo fields.
</p>
</li>
<li>
<p>
<b>Autoincrement</b>
Check numbers should auto-increment.
</p>
</li>
<li>
<p>
<b>Configurable main-window Status Bar</b>
Bottom of main window currently shows total assest, and
total income-expense (profits). Make this configurable,
so that user can show arbitrary sums of arbitrary accounts.
</p>
</li>
<li>
<p>
<b>Dockable Registers/ aka "Browser Mode"</b>.
Currently, when each new register opens, it opens in a new
window. An alternate style would be to 'dock' the register
window in a bigger frame, and just have 'backward/forward'
buttons to navigate through different registers (the way
that a browser navigates web pages.) This of course would
be a user preference.
</p>
</li>
<li>
<p>
<b>Wizards/Context sensitive help</b>.
When users create new accounts, need to suggest stuff if
its strange ...
the user typed something unexpected ... (e.g. non-alphanumeric
input) ...
</p>
</li>
@@ -1042,6 +1098,23 @@ we've been, and where we're going.
prefernces registery.
Note that session management and preferences are related things
... sort-of. Right now, we don't treat themn as such ...
</p>
<p>
Session management is not implemented; viz, we don't
remember where things were left at when the user shut down
the windowing system, and we don't restore the session
afterwords. This includes: which register windows
were left open, what sizes they were, what thier
placements on the screen were, etc. I beleive session
management needs to be coordinated with KDE and with
gnome, and all compliant window maangers will do the rest (?)
</p>
<p>
Independently of session management, the register windows should
remember how big they were last time they were poped up, and
they should pop up the same size, again. The app should
remember these sizes from invocation to invocation.
</p>
<p> <b>Status:</b>
@@ -1051,10 +1124,6 @@ we've been, and where we're going.
<li>These are saved in the '.gnucash/config.auto' file.
The current file format is raw scheme code, rather
delicate to tweak by hand ...
<li>Session management is not implemented; viz, we don't
remember where things were left at when the user shut down
the windowing system, and we don't restore the session
afterwords.
</ul>
</p>
</dd>
@@ -1237,9 +1306,10 @@ next due date mm/dd/yy
<p>More complex financial instrucments may need a guile-based
extension mechanism to compute values .... simple
interest/mortgage calculators should be done in C in
the engine ...
the engine ... (e.g. depreciation schedules ... under us tax
law, a variety of different schedules are allowed ... )
<p> May need interfaces to email for emailed alerts.</p>
<p>Plot forcast graphs based on scheduled income & opayments ...
<p>Plot forcast graphs based on scheduled income & payments ...
is this tied into budgeting ????
<p><b>Status:</b>
@@ -1317,6 +1387,13 @@ next due date mm/dd/yy
<dd>
Ability to export Quicken QIF files.
<p>
Several design alternatives are available: 1) a special
'report' that writes out qif could be created. This would use
the 'reports' infrastructure to generate qif's. 2) Its fairly
easy to traverse the data in the engine to write out qif files.
Just do it.
</p>
<p>
<b>Status:</b> not started
</p>
</dd>
@@ -1363,6 +1440,21 @@ next due date mm/dd/yy
</dd>
<dt><a name="tech"><b>Technical Stock Analysis</b></a></dt>
<dd>
Provide technical sotck analysis graphs, e.g. volume, 90 moving
avg, beta, etc. See gstalker for example of how to do it ...
<p>
</p>
</dd>
<dt><a name="sink"><b>Depreciation, Sinking Funds</b></a></dt>
<dd>
Hmm ... some variation on the concept of loans? Need to support
different deprciation schedules (see IRS books for that).
</dd>
<dt><a name="ofx"><b>OFX support</b></a></dt>
<dd>
@@ -1799,7 +1891,12 @@ doesn't pass the 'ACID' test</a>.
<dt><a name="invoice"><b>Invoicing</b></a></dt>
<dd>Invoicing.</dd>
<dd>Invoicing. To design an invoice, need to have a
mini-word-processor/simple drawing plug-in.
Is Abisource/Abiword a candidate? Probably needs bonobo...
<p>
</p>
</dd>
<dt><a name="estimate"><b>Job Costing</b></a></dt>
@@ -1837,6 +1934,10 @@ doesn't pass the 'ACID' test</a>.
<li><a href="http://www.daveware.com/linuxrapid.html">
Xrapid</a> stock technical analysis.</li>
<li> <a href="http://sourceforge.net/project/?group_id=3522">
Accountant</a> project at sourcforge aims to create a generic
business library.
<li><a href="http://www.ios-online.de/Linux-Kontor/">
Linux-Kontor</a> - an industrial accounting package that uses
Java and SQL databases.</li>