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<!DOCTYPE book PUBLIC "-//OASIS//DTD DocBook XML V4.1.2//EN"
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"http://www.oasis-open.org/docbook/xml/4.1.2/docbookx.dtd" [
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]>
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<BOOK ID="TOC"><TITLE>GnuCash User Guide Outline</TITLE>
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<ARTICLE><SECT1><TITLE>PART ONE: GETTING STARTED</TITLE>
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<SECT2><TITLE>Chapter 1 Overview of GnuCash</TITLE>
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<ITEMIZEDLIST>
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<LISTITEM><PARA>1.1 Introduction to GnuCash (Discussion)</PARA></LISTITEM>
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<LISTITEM><PARA>1.2 About This Book (Discussion)</PARA></LISTITEM>
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<LISTITEM><PARA>1.3 Top Ten Reasons to Use GnuCash (Discussion)</PARA></LISTITEM>
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<LISTITEM><PARA>1.4 Installation (How-To)</PARA></LISTITEM>
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</ITEMIZEDLIST>
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</SECT2>
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<SECT2><TITLE>Chapter 2 Basic Structure and Setup</TITLE>
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<ITEMIZEDLIST>
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<LISTITEM><PARA>2.1 Data Entry Concepts (Discussion)</PARA></LISTITEM>
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<LISTITEM><PARA> 2.1.1 Files, Accounts and Transactions</PARA></LISTITEM>
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<LISTITEM><PARA> 2.1.2 Double Entry</PARA></LISTITEM>
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<LISTITEM><PARA>2.2 The GnuCash Interface (Discussion)</PARA></LISTITEM>
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<LISTITEM><PARA> 2.2.1 New User Setup</PARA></LISTITEM>
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<LISTITEM><PARA> 2.2.2 Tip of Day</PARA></LISTITEM>
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<LISTITEM><PARA> 2.2.3 Main Window</PARA></LISTITEM>
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<LISTITEM><PARA> 2.2.4 Register Window</PARA></LISTITEM>
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<LISTITEM><PARA> 2.2.5 Tool Bar Buttons</PARA></LISTITEM>
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<LISTITEM><PARA> 2.2.6 Menu Options</PARA></LISTITEM>
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<LISTITEM><PARA> 2.2.7 Menu Shortcuts</PARA></LISTITEM>
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<LISTITEM><PARA>2.3 Setting Preferences (Discussion)</PARA></LISTITEM>
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<LISTITEM><PARA>2.4 Getting Help (Discussion)</PARA></LISTITEM>
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<LISTITEM><PARA> 2.4.1 Manual</PARA></LISTITEM>
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<LISTITEM><PARA> 2.4.2 Web Access</PARA></LISTITEM>
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<LISTITEM><PARA> 2.4.3 Network Registration</PARA></LISTITEM>
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<LISTITEM><PARA> 2.4.4 Topic Search</PARA></LISTITEM>
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<LISTITEM><PARA>2.5 Creating, Saving and Opening Files (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA>2.6 Importing QIF Files (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA>2.7 Backing Up Data (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA>2.8 Putting It All Together (Examples of creating and saving a file, importing a qif, and changing a preference)</PARA></LISTITEM>
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</ITEMIZEDLIST>
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</SECT2>
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<SECT2><TITLE>Chapter 3 Organizing Your Accounts</TITLE>
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<ITEMIZEDLIST>
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<LISTITEM><PARA>3.1 Accounts vs. Categories (Discussion)</PARA></LISTITEM>
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<LISTITEM><PARA>3.2 Types of GnuCash Accounts (Discussion)</PARA></LISTITEM>
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<LISTITEM><PARA>3.3 Setting Up a New Account (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA> 3.3.1 General Info</PARA></LISTITEM>
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<LISTITEM><PARA> 3.3.2 Opening Balance</PARA></LISTITEM>
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<LISTITEM><PARA>3.4 Setting Up a Chart of Accounts (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA>3.5 Changing Accounts (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA> 3.5.1 Editing an Account</PARA></LISTITEM>
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<LISTITEM><PARA> 3.5.2 Deleting an Account</PARA></LISTITEM>
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<LISTITEM><PARA>3.6 Changing a Chart of Accounts</PARA></LISTITEM>
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<LISTITEM><PARA> 3.6.1 Moving From Subaccount to Parent Account</PARA></LISTITEM>
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<LISTITEM><PARA> 3.6.2 Moving From Parent Account to Subaccount</PARA></LISTITEM>
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<LISTITEM><PARA> 3.6.3 Moving To a Different Parent Account</PARA></LISTITEM>
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<LISTITEM><PARA>3.7 Opening Accounts and Subaccounts</PARA></LISTITEM>
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<LISTITEM><PARA>3.8 Scrubbing Accounts</PARA></LISTITEM>
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<LISTITEM><PARA>3.9 Putting It All Together (Examples of setting up a simple chart of accounts with cash, checking, savings, credit card, income and expense accounts)</PARA></LISTITEM>
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</ITEMIZEDLIST>
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</SECT2>
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<SECT2><TITLE>Chapter 4 Entering Transactions</TITLE>
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<ITEMIZEDLIST>
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<LISTITEM><PARA>4.1 Overview of Registers (Discussion)</PARA></LISTITEM>
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<LISTITEM><PARA>4.2 Setting Register Options (Discussion)</PARA></LISTITEM>
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<LISTITEM><PARA> 4.2.1 Style</PARA></LISTITEM>
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<LISTITEM><PARA> 4.2.2 Sort Order</PARA></LISTITEM>
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<LISTITEM><PARA> 4.2.3 Date Range</PARA></LISTITEM>
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<LISTITEM><PARA> 4.2.4 Preferences</PARA></LISTITEM>
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<LISTITEM><PARA>4.3 Entering a Transaction (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA> 4.3.1 Register</PARA></LISTITEM>
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<LISTITEM><PARA> 4.3.2 Transfer Dialog</PARA></LISTITEM>
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<LISTITEM><PARA> 4.3.3 General Ledger Tool</PARA></LISTITEM>
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<LISTITEM><PARA>4.4 Entering Multiple Splits (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA>4.5 Using Entry Shortcuts (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA> 4.5.1 Autofill</PARA></LISTITEM>
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<LISTITEM><PARA> 4.5.2 Keyboard shortcuts</PARA></LISTITEM>
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<LISTITEM><PARA>4.6 Working with Existing Transactions (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA> 4.6.1 Editing</PARA></LISTITEM>
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<LISTITEM><PARA> 4.6.2 Deleting</PARA></LISTITEM>
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<LISTITEM><PARA> 4.6.3 Copying</PARA></LISTITEM>
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<LISTITEM><PARA> 4.6.4 Jumping to Other Account</PARA></LISTITEM>
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<LISTITEM><PARA> 4.6.5 Finding</PARA></LISTITEM>
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<LISTITEM><PARA>4.7 Reconciling to a Statement (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA>4.8 Recurring/Scheduled Transactions (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA>4.9 Putting It All Together (Example of entering an opening balance in checking, entering a paycheck with deductions, entering a second paycheck using QuickFill, and scheduling a recurring paycheck transaction)</PARA></LISTITEM>
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</ITEMIZEDLIST>
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</SECT2></SECT1>
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<SECT1><TITLE>PART TWO: MANAGING YOUR RECORDS</TITLE>
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<SECT2><TITLE>Chapter 5 Your Checkbook and Wallet</TITLE>
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<ITEMIZEDLIST>
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<LISTITEM><PARA>5.1 Setting up Accounts (Discussion)</PARA></LISTITEM>
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<LISTITEM><PARA>5.2 Entering Deposits(Discussion)</PARA></LISTITEM>
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<LISTITEM><PARA> 5.2.1 Net Pay (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA> 5.2.2 Gross Pay(How-To)</PARA></LISTITEM>
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<LISTITEM><PARA> 5.2.3 Interest Income (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA> 5.2.4 Other (Non-Income) Deposits (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA>5.3 Entering Withdrawals (Discussion)</PARA></LISTITEM>
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<LISTITEM><PARA> 5.3.1 Check Payments (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA> 5.3.2 ATM/Cash Withdrawals(How-To)</PARA></LISTITEM>
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<LISTITEM><PARA> 5.3.3 Service Charges (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA> 5.3.4 Other Withdrawals (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA>5.4 Printing Checks (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA>5.5 Reconciling Bank and Cash Accounts (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA>5.6 Adjusting the Balance (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA>5.7 Putting It All Together (Examples)</PARA></LISTITEM>
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</ITEMIZEDLIST>
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</SECT2>
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<SECT2><TITLE>Chapter 6 Credit Cards</TITLE>
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<ITEMIZEDLIST>
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<LISTITEM><PARA>6.1 Setting Up Accounts (Discussion)</PARA></LISTITEM>
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<LISTITEM><PARA>6.2 Opening Credit Card Balance (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA>6.3 Entering Charges(Discussion)</PARA></LISTITEM>
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<LISTITEM><PARA> 6.3.1 Purchases (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA> 6.3.2 Finance/Late Charges (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA>6.4 Entering Payments (Discussion)</PARA></LISTITEM>
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<LISTITEM><PARA> 6.4.1 Monthly Payments (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA> 6.4.2 Refunds/Credits (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA>6.5 Reconciling Credit Card Accounts (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA>6.6 Adjusting the Balance (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA>6.7 Putting It All Together (Examples)</PARA></LISTITEM>
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</ITEMIZEDLIST>
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</SECT2>
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<SECT2><TITLE>Chapter 7 Investments</TITLE>
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<ITEMIZEDLIST>
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<LISTITEM><PARA>7.1 Setting up Accounts (Discussion - brokerage, IRA, 401(K), stock options)</PARA></LISTITEM>
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<LISTITEM><PARA> -Brokerage</PARA></LISTITEM>
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<LISTITEM><PARA> -CD?s</PARA></LISTITEM>
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<LISTITEM><PARA> -Treasury Bills</PARA></LISTITEM>
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<LISTITEM><PARA> -Money Market</PARA></LISTITEM>
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<LISTITEM><PARA> -Mutual Funds</PARA></LISTITEM>
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<LISTITEM><PARA> -Stocks</PARA></LISTITEM>
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<LISTITEM><PARA> -Bonds</PARA></LISTITEM>
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<LISTITEM><PARA> -Retirements accounts</PARA></LISTITEM>
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<LISTITEM><PARA>7.2 Creating a Portfolio for Your Current Holdings (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA>7.3 Buying New Investments (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA>7.4 Selling Investments (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA>7.5 Recording Dividends and Interest (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA>7.6 Recording Stock Splits and Mergers (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA>7.7 Recording Employee Stock Plans (Discussion)</PARA></LISTITEM>
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<LISTITEM><PARA> 7.7.1 Stock Purchase Plans (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA> 7.7.2 Stock Options (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA>7.8 Managing your Portfolio (Discussion)</PARA></LISTITEM>
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<LISTITEM><PARA> 7.8.1 Portfolio View</PARA></LISTITEM>
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<LISTITEM><PARA> 7.8.2 Updating Prices (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA> 7.8.3 Measuring Capital Gains (Discussion)</PARA></LISTITEM>
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<LISTITEM><PARA>7.9 Reconciling with the Brokerage Statement (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA>7.10 Putting It All Together (Examples)</PARA></LISTITEM>
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</ITEMIZEDLIST>
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</SECT2>
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<SECT2><TITLE>Chapter 8 Assets and Loans</TITLE>
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<ITEMIZEDLIST>
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<LISTITEM><PARA>8.1 Setting up Accounts (Discussion of ways to handle appreciation, depreciation, principal and interest payments, gains)</PARA></LISTITEM>
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<LISTITEM><PARA>8.2 Buying a House with Related Mortgage (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA>8.3 Buying a Vehicle with Related Loan (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA>8.4 Entering a Payment Schedule</PARA></LISTITEM>
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<LISTITEM><PARA> 8.4.1 Monthly Payments (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA> 8.4.2 Final Payment (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA>8.5 Selling a House or Vehicle (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA>8.6 Recording Changes in Value</PARA></LISTITEM>
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<LISTITEM><PARA> 8.6.1 Appreciation (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA> 8.6.2 Depreciation (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA> 8.6.3 Capital Gains (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA>8.7 Tracking Other Assets (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA>8.8 Reconciling with the Loan Statements (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA>8.9 Putting It All Together (Examples)</PARA></LISTITEM>
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</ITEMIZEDLIST>
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</SECT2>
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<SECT2><TITLE>Chapter 9 Multiple Currencies</TITLE>
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<ITEMIZEDLIST>
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<LISTITEM><PARA>9.1 Setting up Accounts (Discussion of ISO codes, setup of currency accounts)</PARA></LISTITEM>
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<LISTITEM><PARA>9.2 GnuCash Currency Support (Discussion of Euro support, exchange rates)</PARA></LISTITEM>
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<LISTITEM><PARA>9.3 Setting International Preferences (Discussion)</PARA></LISTITEM>
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<LISTITEM><PARA>9.4 Recording Currency Exchange (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA>9.5 Recording Purchases in a Foreign Currency (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA>9.6 Tracking Currency Investments (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA>9.7 Reconciling Statements in a Foreign Currency (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA>9.8 Updating Exchange Rates (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA>9.9 Putting It All Together (Examples)</PARA></LISTITEM>
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</ITEMIZEDLIST>
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</SECT2>
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<SECT2><TITLE>Chapter 10 Reports and Graphs</TITLE>
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<ITEMIZEDLIST>
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<LISTITEM><PARA>10.1 Overview of Reports and Graphs (Discussion)</PARA></LISTITEM>
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<LISTITEM><PARA>10.2 Types of Reports and Graphs (Discussion)</PARA></LISTITEM>
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<LISTITEM><PARA>10.3 Creating Standard Reports and Graphs (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA>10.4 Customizing (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA>10.5 Printing Reports and Graphs (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA>10.6 Putting It All Together (Examples)</PARA></LISTITEM>
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</ITEMIZEDLIST>
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</SECT2>
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<SECT2><TITLE>Chapter 11 Going Online</TITLE>
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<ITEMIZEDLIST>
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<LISTITEM><PARA>11.1 Available Online Features (Discussion)</PARA></LISTITEM>
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<LISTITEM><PARA>11.2 Using Online Help (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA>11.3 Getting Online Software Updates (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA>11.4 Getting Online Quotes and Exchange Rates (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA>11.5 Importing Online Bank Statements (How-To)</PARA></LISTITEM>
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<LISTITEM><PARA>11.6 Putting It All Together (Examples)</PARA></LISTITEM>
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</ITEMIZEDLIST>
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</SECT2>
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</SECT1>
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<SECT1><TITLE>PART THREE: ADVANCED TOPICS</TITLE>
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<SECT2><TITLE>Chapter 12 Planning for the Future</TITLE>
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<ITEMIZEDLIST>
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<LISTITEM><PARA>12.1 Preparing for Tax Time (Discussion)</PARA></LISTITEM>
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<LISTITEM><PARA>12.2 Creating and Using Budgets (Discussion)</PARA></LISTITEM>
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<LISTITEM><PARA>12.3 Planning for Loans (Discussion)</PARA></LISTITEM>
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<LISTITEM><PARA>12.4 Planning to Buy a House (Discussion)</PARA></LISTITEM>
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</ITEMIZEDLIST>
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</SECT2>
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<SECT2><TITLE>Chapter 13 Business Needs</TITLE>
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<ITEMIZEDLIST>
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<LISTITEM><PARA>13.1 Overview of Business vs. Personal Needs</PARA></LISTITEM>
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<LISTITEM><PARA>13.2 More on Double-Entry Accounting</PARA></LISTITEM>
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<LISTITEM><PARA>13.3 General Ledger</PARA></LISTITEM>
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<LISTITEM><PARA>13.4 Payables and Receivables</PARA></LISTITEM>
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<LISTITEM><PARA>13.5 Inventory</PARA></LISTITEM>
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<LISTITEM><PARA>13.6 Payroll</PARA></LISTITEM>
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</ITEMIZEDLIST>
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</SECT2>
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</SECT1>
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<SECT1><TITLE>APPENDICES</TITLE>
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<SECT2><TITLE>Appendix A Guide for Former Users of Quicken and other QIF
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Applications</TITLE>
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<ITEMIZEDLIST>
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<LISTITEM><PARA>Organization of QIF Files (Discussion)</PARA></LISTITEM>
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<LISTITEM><PARA>Common Duplication Issues (Discussion)</PARA></LISTITEM>
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<LISTITEM><PARA>Checking QIF Data (Discussion)</PARA></LISTITEM>
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</ITEMIZEDLIST>
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</SECT2>
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<SECT2><TITLE>Appendix B Frequently Asked Questions</TITLE>
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<ITEMIZEDLIST>
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<LISTITEM><PARA>(Notes: How to treat taxes (payable or expense?), how to record a txn on different dates (actual date and bank date), how to provide security for GC data using CFS, etc.)</PARA></LISTITEM>
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</ITEMIZEDLIST>
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</SECT2>
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<SECT2><TITLE>Appendix C Troubleshooting Guide</TITLE>
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<PARA></PARA></SECT2>
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</SECT1>
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</ARTICLE></BOOK>
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<book id="toc"><title>GnuCash User Guide Outline</title>
|
||||
<article><sect1><title>Part One: Getting Started</title>
|
||||
<sect2><title>Chapter 1 Overview of GnuCash</title>
|
||||
<itemizedlist>
|
||||
<listitem><para>1.1 Introduction to GnuCash (Discussion)</para></listitem>
|
||||
<listitem><para>1.2 About This Book (Discussion)</para></listitem>
|
||||
<listitem><para>1.3 Top Ten Reasons to Use GnuCash (Discussion)</para></listitem>
|
||||
<listitem><para>1.4 Installation (How-To)</para></listitem>
|
||||
</itemizedlist>
|
||||
</sect2>
|
||||
<sect2><title>Chapter 2 Basic Structure and Setup</title>
|
||||
<itemizedlist>
|
||||
<listitem><para>2.1 Data Entry Concepts (Discussion)</para></listitem>
|
||||
<listitem><para> 2.1.1 Files, Accounts and Transactions</para></listitem>
|
||||
<listitem><para> 2.1.2 Double Entry</para></listitem>
|
||||
<listitem><para>2.2 The GnuCash Interface (Discussion)</para></listitem>
|
||||
<listitem><para> 2.2.1 New User Setup</para></listitem>
|
||||
<listitem><para> 2.2.2 Tip of Day</para></listitem>
|
||||
<listitem><para> 2.2.3 Main Window</para></listitem>
|
||||
<listitem><para> 2.2.4 Register Window</para></listitem>
|
||||
<listitem><para> 2.2.5 Tool Bar Buttons</para></listitem>
|
||||
<listitem><para> 2.2.6 Menu Options</para></listitem>
|
||||
<listitem><para> 2.2.7 Menu Shortcuts</para></listitem>
|
||||
<listitem><para>2.3 Setting Preferences (Discussion)</para></listitem>
|
||||
<listitem><para>2.4 Getting Help (Discussion)</para></listitem>
|
||||
<listitem><para> 2.4.1 Manual</para></listitem>
|
||||
<listitem><para> 2.4.2 Web Access</para></listitem>
|
||||
<listitem><para> 2.4.3 Network Registration</para></listitem>
|
||||
<listitem><para> 2.4.4 Topic Search</para></listitem>
|
||||
<listitem><para>2.5 Creating, Saving and Opening Files (How-To)</para></listitem>
|
||||
<listitem><para>2.6 Importing QIF Files (How-To)</para></listitem>
|
||||
<listitem><para>2.7 Backing Up Data (How-To)</para></listitem>
|
||||
<listitem><para>2.8 Putting It All Together (Examples of creating and saving a file, importing a qif, and changing a preference)</para></listitem>
|
||||
</itemizedlist>
|
||||
</sect2>
|
||||
<sect2><title>Chapter 3 Organizing Your Accounts</title>
|
||||
<itemizedlist>
|
||||
<listitem><para>3.1 Accounts vs. Categories (Discussion)</para></listitem>
|
||||
<listitem><para>3.2 Types of GnuCash Accounts (Discussion)</para></listitem>
|
||||
<listitem><para>3.3 Setting Up a New Account (How-To)</para></listitem>
|
||||
<listitem><para> 3.3.1 General Info</para></listitem>
|
||||
<listitem><para> 3.3.2 Opening Balance</para></listitem>
|
||||
<listitem><para>3.4 Setting Up a Chart of Accounts (How-To)</para></listitem>
|
||||
<listitem><para>3.5 Changing Accounts (How-To)</para></listitem>
|
||||
<listitem><para> 3.5.1 Editing an Account</para></listitem>
|
||||
<listitem><para> 3.5.2 Deleting an Account</para></listitem>
|
||||
<listitem><para>3.6 Changing a Chart of Accounts</para></listitem>
|
||||
<listitem><para> 3.6.1 Moving From Subaccount to Parent Account</para></listitem>
|
||||
<listitem><para> 3.6.2 Moving From Parent Account to Subaccount</para></listitem>
|
||||
<listitem><para> 3.6.3 Moving To a Different Parent Account</para></listitem>
|
||||
<listitem><para>3.7 Opening Accounts and Subaccounts</para></listitem>
|
||||
<listitem><para>3.8 Scrubbing Accounts</para></listitem>
|
||||
<listitem><para>3.9 Putting It All Together (Examples of setting up a simple chart of accounts with cash, checking, savings, credit card, income and expense accounts)</para></listitem>
|
||||
</itemizedlist>
|
||||
</sect2>
|
||||
<sect2><title>Chapter 4 Entering Transactions</title>
|
||||
<itemizedlist>
|
||||
<listitem><para>4.1 Overview of Registers (Discussion)</para></listitem>
|
||||
<listitem><para>4.2 Setting Register Options (Discussion)</para></listitem>
|
||||
<listitem><para> 4.2.1 Style</para></listitem>
|
||||
<listitem><para> 4.2.2 Sort Order</para></listitem>
|
||||
<listitem><para> 4.2.3 Date Range</para></listitem>
|
||||
<listitem><para> 4.2.4 Preferences</para></listitem>
|
||||
<listitem><para>4.3 Entering a Transaction (How-To)</para></listitem>
|
||||
<listitem><para> 4.3.1 Register</para></listitem>
|
||||
<listitem><para> 4.3.2 Transfer Dialog</para></listitem>
|
||||
<listitem><para> 4.3.3 General Ledger Tool</para></listitem>
|
||||
<listitem><para>4.4 Entering Multiple Splits (How-To)</para></listitem>
|
||||
<listitem><para>4.5 Using Entry Shortcuts (How-To)</para></listitem>
|
||||
<listitem><para> 4.5.1 Autofill</para></listitem>
|
||||
<listitem><para> 4.5.2 Keyboard shortcuts</para></listitem>
|
||||
<listitem><para>4.6 Working with Existing Transactions (How-To)</para></listitem>
|
||||
<listitem><para> 4.6.1 Editing</para></listitem>
|
||||
<listitem><para> 4.6.2 Deleting</para></listitem>
|
||||
<listitem><para> 4.6.3 Copying</para></listitem>
|
||||
<listitem><para> 4.6.4 Jumping to Other Account</para></listitem>
|
||||
<listitem><para> 4.6.5 Finding</para></listitem>
|
||||
<listitem><para>4.7 Reconciling to a Statement (How-To)</para></listitem>
|
||||
<listitem><para>4.8 Recurring/Scheduled Transactions (How-To)</para></listitem>
|
||||
<listitem><para>4.9 Putting It All Together (Example of entering an opening balance in checking, entering a paycheck with deductions, entering a second paycheck using QuickFill, and scheduling a recurring paycheck transaction)</para></listitem>
|
||||
</itemizedlist>
|
||||
</sect2></sect1>
|
||||
<sect1><title>Part Two: Managing Your Records</title>
|
||||
<sect2><title>Chapter 5 Your Checkbook and Wallet</title>
|
||||
<itemizedlist>
|
||||
<listitem><para>5.1 Setting up Accounts (Discussion)</para></listitem>
|
||||
<listitem><para>5.2 Entering Deposits(Discussion)</para></listitem>
|
||||
<listitem><para> 5.2.1 Net Pay (How-To)</para></listitem>
|
||||
<listitem><para> 5.2.2 Gross Pay(How-To)</para></listitem>
|
||||
<listitem><para> 5.2.3 Interest Income (How-To)</para></listitem>
|
||||
<listitem><para> 5.2.4 Other (Non-Income) Deposits (How-To)</para></listitem>
|
||||
<listitem><para>5.3 Entering Withdrawals (Discussion)</para></listitem>
|
||||
<listitem><para> 5.3.1 Check Payments (How-To)</para></listitem>
|
||||
<listitem><para> 5.3.2 ATM/Cash Withdrawals(How-To)</para></listitem>
|
||||
<listitem><para> 5.3.3 Service Charges (How-To)</para></listitem>
|
||||
<listitem><para> 5.3.4 Other Withdrawals (How-To)</para></listitem>
|
||||
<listitem><para>5.4 Printing Checks (How-To)</para></listitem>
|
||||
<listitem><para>5.5 Reconciling Bank and Cash Accounts (How-To)</para></listitem>
|
||||
<listitem><para>5.6 Adjusting the Balance (How-To)</para></listitem>
|
||||
<listitem><para>5.7 Putting It All Together (Examples)</para></listitem>
|
||||
</itemizedlist>
|
||||
</sect2>
|
||||
<sect2><title>Chapter 6 Credit Cards</title>
|
||||
<itemizedlist>
|
||||
<listitem><para>6.1 Setting Up Accounts (Discussion)</para></listitem>
|
||||
<listitem><para>6.2 Opening Credit Card Balance (How-To)</para></listitem>
|
||||
<listitem><para>6.3 Entering Charges(Discussion)</para></listitem>
|
||||
<listitem><para> 6.3.1 Purchases (How-To)</para></listitem>
|
||||
<listitem><para> 6.3.2 Finance/Late Charges (How-To)</para></listitem>
|
||||
<listitem><para>6.4 Entering Payments (Discussion)</para></listitem>
|
||||
<listitem><para> 6.4.1 Monthly Payments (How-To)</para></listitem>
|
||||
<listitem><para> 6.4.2 Refunds/Credits (How-To)</para></listitem>
|
||||
<listitem><para>6.5 Reconciling Credit Card Accounts (How-To)</para></listitem>
|
||||
<listitem><para>6.6 Adjusting the Balance (How-To)</para></listitem>
|
||||
<listitem><para>6.7 Putting It All Together (Examples)</para></listitem>
|
||||
</itemizedlist>
|
||||
</sect2>
|
||||
<sect2><title>Chapter 7 Investments</title>
|
||||
<itemizedlist>
|
||||
<listitem><para>7.1 Setting up Accounts (Discussion - brokerage, IRA, 401(K), stock options)</para></listitem>
|
||||
<listitem><para> -Brokerage</para></listitem>
|
||||
<listitem><para> -CD?s</para></listitem>
|
||||
<listitem><para> -Treasury Bills</para></listitem>
|
||||
<listitem><para> -Money Market</para></listitem>
|
||||
<listitem><para> -Mutual Funds</para></listitem>
|
||||
<listitem><para> -Stocks</para></listitem>
|
||||
<listitem><para> -Bonds</para></listitem>
|
||||
<listitem><para> -Retirements accounts</para></listitem>
|
||||
<listitem><para>7.2 Creating a Portfolio for Your Current Holdings (How-To)</para></listitem>
|
||||
<listitem><para>7.3 Buying New Investments (How-To)</para></listitem>
|
||||
<listitem><para>7.4 Selling Investments (How-To)</para></listitem>
|
||||
<listitem><para>7.5 Recording Dividends and Interest (How-To)</para></listitem>
|
||||
<listitem><para>7.6 Recording Stock Splits and Mergers (How-To)</para></listitem>
|
||||
<listitem><para>7.7 Recording Employee Stock Plans (Discussion)</para></listitem>
|
||||
<listitem><para> 7.7.1 Stock Purchase Plans (How-To)</para></listitem>
|
||||
<listitem><para> 7.7.2 Stock Options (How-To)</para></listitem>
|
||||
<listitem><para>7.8 Managing your Portfolio (Discussion)</para></listitem>
|
||||
<listitem><para> 7.8.1 Portfolio View</para></listitem>
|
||||
<listitem><para> 7.8.2 Updating Prices (How-To)</para></listitem>
|
||||
<listitem><para> 7.8.3 Measuring Capital Gains (Discussion)</para></listitem>
|
||||
<listitem><para>7.9 Reconciling with the Brokerage Statement (How-To)</para></listitem>
|
||||
<listitem><para>7.10 Putting It All Together (Examples)</para></listitem>
|
||||
</itemizedlist>
|
||||
</sect2>
|
||||
<sect2><title>Chapter 8 Assets and Loans</title>
|
||||
<itemizedlist>
|
||||
<listitem><para>8.1 Setting up Accounts (Discussion of ways to handle appreciation, depreciation, principal and interest payments, gains)</para></listitem>
|
||||
<listitem><para>8.2 Buying a House with Related Mortgage (How-To)</para></listitem>
|
||||
<listitem><para>8.3 Buying a Vehicle with Related Loan (How-To)</para></listitem>
|
||||
<listitem><para>8.4 Entering a Payment Schedule</para></listitem>
|
||||
<listitem><para> 8.4.1 Monthly Payments (How-To)</para></listitem>
|
||||
<listitem><para> 8.4.2 Final Payment (How-To)</para></listitem>
|
||||
<listitem><para>8.5 Selling a House or Vehicle (How-To)</para></listitem>
|
||||
<listitem><para>8.6 Recording Changes in Value</para></listitem>
|
||||
<listitem><para> 8.6.1 Appreciation (How-To)</para></listitem>
|
||||
<listitem><para> 8.6.2 Depreciation (How-To)</para></listitem>
|
||||
<listitem><para> 8.6.3 Capital Gains (How-To)</para></listitem>
|
||||
<listitem><para>8.7 Tracking Other Assets (How-To)</para></listitem>
|
||||
<listitem><para>8.8 Reconciling with the Loan Statements (How-To)</para></listitem>
|
||||
<listitem><para>8.9 Putting It All Together (Examples)</para></listitem>
|
||||
</itemizedlist>
|
||||
</sect2>
|
||||
<sect2><title>Chapter 9 Multiple Currencies</title>
|
||||
<itemizedlist>
|
||||
<listitem><para>9.1 Setting up Accounts (Discussion of ISO codes, setup of currency accounts)</para></listitem>
|
||||
<listitem><para>9.2 GnuCash Currency Support (Discussion of Euro support, exchange rates)</para></listitem>
|
||||
<listitem><para>9.3 Setting International Preferences (Discussion)</para></listitem>
|
||||
<listitem><para>9.4 Recording Currency Exchange (How-To)</para></listitem>
|
||||
<listitem><para>9.5 Recording Purchases in a Foreign Currency (How-To)</para></listitem>
|
||||
<listitem><para>9.6 Tracking Currency Investments (How-To)</para></listitem>
|
||||
<listitem><para>9.7 Reconciling Statements in a Foreign Currency (How-To)</para></listitem>
|
||||
<listitem><para>9.8 Updating Exchange Rates (How-To)</para></listitem>
|
||||
<listitem><para>9.9 Putting It All Together (Examples)</para></listitem>
|
||||
</itemizedlist>
|
||||
</sect2>
|
||||
<sect2><title>Chapter 10 Reports and Graphs</title>
|
||||
<itemizedlist>
|
||||
<listitem><para>10.1 Overview of Reports and Graphs (Discussion)</para></listitem>
|
||||
<listitem><para>10.2 Types of Reports and Graphs (Discussion)</para></listitem>
|
||||
<listitem><para>10.3 Creating Standard Reports and Graphs (How-To)</para></listitem>
|
||||
<listitem><para>10.4 Customizing (How-To)</para></listitem>
|
||||
<listitem><para>10.5 Printing Reports and Graphs (How-To)</para></listitem>
|
||||
<listitem><para>10.6 Putting It All Together (Examples)</para></listitem>
|
||||
</itemizedlist>
|
||||
</sect2>
|
||||
<sect2><title>Chapter 11 Going Online</title>
|
||||
<itemizedlist>
|
||||
<listitem><para>11.1 Available Online Features (Discussion)</para></listitem>
|
||||
<listitem><para>11.2 Using Online Help (How-To)</para></listitem>
|
||||
<listitem><para>11.3 Getting Online Software Updates (How-To)</para></listitem>
|
||||
<listitem><para>11.4 Getting Online Quotes and Exchange Rates (How-To)</para></listitem>
|
||||
<listitem><para>11.5 Importing Online Bank Statements (How-To)</para></listitem>
|
||||
<listitem><para>11.6 Putting It All Together (Examples)</para></listitem>
|
||||
</itemizedlist>
|
||||
</sect2>
|
||||
</sect1>
|
||||
<sect1><title>PART THREE: ADVANCED TOPICS</title>
|
||||
<sect2><title>Chapter 12 Planning for the Future</title>
|
||||
<itemizedlist>
|
||||
<listitem><para>12.1 Preparing for Tax Time (Discussion)</para></listitem>
|
||||
<listitem><para>12.2 Creating and Using Budgets (Discussion)</para></listitem>
|
||||
<listitem><para>12.3 Planning for Loans (Discussion)</para></listitem>
|
||||
<listitem><para>12.4 Planning to Buy a House (Discussion)</para></listitem>
|
||||
</itemizedlist>
|
||||
</sect2>
|
||||
<sect2><title>Chapter 13 Business Needs</title>
|
||||
<itemizedlist>
|
||||
<listitem><para>13.1 Overview of Business vs. Personal Needs</para></listitem>
|
||||
<listitem><para>13.2 More on Double-Entry Accounting</para></listitem>
|
||||
<listitem><para>13.3 General Ledger</para></listitem>
|
||||
<listitem><para>13.4 Payables and Receivables</para></listitem>
|
||||
<listitem><para>13.5 Inventory</para></listitem>
|
||||
<listitem><para>13.6 Payroll</para></listitem>
|
||||
</itemizedlist>
|
||||
</sect2>
|
||||
</sect1>
|
||||
<sect1><title>APPENDICES</title>
|
||||
<sect2><title>Appendix A Guide for Former Users of Quicken and other QIF
|
||||
Applications</title>
|
||||
<itemizedlist>
|
||||
<listitem><para>Organization of QIF Files (Discussion)</para></listitem>
|
||||
<listitem><para>Common Duplication Issues (Discussion)</para></listitem>
|
||||
<listitem><para>Checking QIF Data (Discussion)</para></listitem>
|
||||
</itemizedlist>
|
||||
</sect2>
|
||||
<sect2><title>Appendix B Frequently Asked Questions</title>
|
||||
<itemizedlist>
|
||||
<listitem><para>(Notes: How to treat taxes (payable or expense?), how to record a txn on different dates (actual date and bank date), how to provide security for GC data using CFS, etc.)</para></listitem>
|
||||
</itemizedlist>
|
||||
</sect2>
|
||||
<sect2><title>Appendix C Troubleshooting Guide</title>
|
||||
<para></para></sect2>
|
||||
</sect1>
|
||||
</article></book>
|
||||
|
||||
Loading…
Reference in New Issue
Block a user