More new screenshots, and related updates to the docs.
git-svn-id: svn+ssh://svn.gnucash.org/repo/gnucash/trunk@4899 57a11ea4-9604-0410-9ed3-97b8803252fd
@ -11,6 +11,12 @@
|
|||||||
|
|
||||||
2001-07-05 Robert Graham Merkel <rgmerk@mira.net>
|
2001-07-05 Robert Graham Merkel <rgmerk@mira.net>
|
||||||
|
|
||||||
|
* doc/sgml/C/xacc-depreciation.sgml: Minor updates.
|
||||||
|
|
||||||
|
* doc/sgml/C/xacc-price-sources.sgml: Updated for 1.6
|
||||||
|
|
||||||
|
* doc/sgml/C/image/ticker-{a,b}.png: Removed.
|
||||||
|
|
||||||
* src/gnome/druid-qif-import.c: fix syntax bug.
|
* src/gnome/druid-qif-import.c: fix syntax bug.
|
||||||
|
|
||||||
* doc/sgml/C/image/<lots.png>: new and updated screenshots.
|
* doc/sgml/C/image/<lots.png>: new and updated screenshots.
|
||||||
|
@ -62,8 +62,6 @@ image_DATA = \
|
|||||||
report-tax-options.png \
|
report-tax-options.png \
|
||||||
reportwin.png \
|
reportwin.png \
|
||||||
tax-info-dialog.png \
|
tax-info-dialog.png \
|
||||||
ticker-a.png \
|
|
||||||
ticker-b.png \
|
|
||||||
transactionjrnl.png
|
transactionjrnl.png
|
||||||
|
|
||||||
EXTRA_DIST = \
|
EXTRA_DIST = \
|
||||||
|
Before Width: | Height: | Size: 51 KiB After Width: | Height: | Size: 15 KiB |
Before Width: | Height: | Size: 52 KiB After Width: | Height: | Size: 21 KiB |
Before Width: | Height: | Size: 30 KiB After Width: | Height: | Size: 14 KiB |
Before Width: | Height: | Size: 34 KiB After Width: | Height: | Size: 14 KiB |
Before Width: | Height: | Size: 29 KiB After Width: | Height: | Size: 12 KiB |
Before Width: | Height: | Size: 29 KiB After Width: | Height: | Size: 13 KiB |
Before Width: | Height: | Size: 49 KiB After Width: | Height: | Size: 20 KiB |
Before Width: | Height: | Size: 5.3 KiB After Width: | Height: | Size: 21 KiB |
Before Width: | Height: | Size: 6.5 KiB |
Before Width: | Height: | Size: 67 KiB |
@ -190,15 +190,16 @@ case, you must recognize -- for tax purposes -- what are called
|
|||||||
<EMPHASIS>not</EMPHASIS> cash in hand.
|
<EMPHASIS>not</EMPHASIS> cash in hand.
|
||||||
The people that got "rich" in 1999 from IPOs of
|
The people that got "rich" in 1999 from IPOs of
|
||||||
Linux-related companies like Red Hat Software and VA Linux
|
Linux-related companies like Red Hat Software and VA Linux
|
||||||
Systems could verify this. They hold options or stock that are
|
Systems could verify this. They held options or stock that were
|
||||||
<EMPHASIS>theoretically</EMPHASIS> valued at millions of dollars USD.
|
<EMPHASIS>theoretically</EMPHASIS> valued at millions of dollars USD.
|
||||||
They aren't actually millionaires; the
|
They weren't actually millionaires; the
|
||||||
principal participants have to hold their stock for at least
|
principal participants had to hold their stock for at least
|
||||||
six months before selling <EMPHASIS>any</EMPHASIS> of it. The fact that
|
six months before selling <EMPHASIS>any</EMPHASIS> of it. The fact that
|
||||||
they <EMPHASIS>can't</EMPHASIS> sell it means that while it may in theory
|
they <EMPHASIS>can't</EMPHASIS> sell it means that while it may in theory
|
||||||
be worth millions of dollars on paper, there is
|
be worth millions of dollars on paper, there is
|
||||||
no way for them to legally <EMPHASIS>get</EMPHASIS> those
|
no way for them to legally <EMPHASIS>get</EMPHASIS> those
|
||||||
millions.
|
millions. As history showed, those paper fortunes have gotten
|
||||||
|
considerably smaller.
|
||||||
|
|
||||||
</PARA>
|
</PARA>
|
||||||
</SECT3>
|
</SECT3>
|
||||||
@ -410,7 +411,7 @@ case, you must recognize -- for tax purposes -- what are called
|
|||||||
<IMAGEDATA FILEREF="image/appr-asset2.png">
|
<IMAGEDATA FILEREF="image/appr-asset2.png">
|
||||||
</IMAGEOBJECT>
|
</IMAGEOBJECT>
|
||||||
<TEXTOBJECT>
|
<TEXTOBJECT>
|
||||||
<PHRASE>Asset account after sale</PHRASE>
|
<PHRASE>General Ledger after sale</PHRASE>
|
||||||
</TEXTOBJECT>
|
</TEXTOBJECT>
|
||||||
</INLINEMEDIAOBJECT>
|
</INLINEMEDIAOBJECT>
|
||||||
|
|
||||||
|
@ -4,30 +4,33 @@
|
|||||||
<TITLE>Stock Ticker</TITLE>
|
<TITLE>Stock Ticker</TITLE>
|
||||||
</ARTHEADER>
|
</ARTHEADER>
|
||||||
<sect1>
|
<sect1>
|
||||||
<TITLE>Price Sources </TITLE>
|
<TITLE>Price Sources for Automatic Price Updates</TITLE>
|
||||||
|
|
||||||
<para><emphasis>THIS MATERIAL NEEDS TO BE REWRITTEN FOR 1.6!!!</emphasis
|
<PARA>To get automatic price updates from the Internet for for
|
||||||
</para>
|
<LINK LINKEND="STOCKACCT">stock accounts</LINK>, you need to set
|
||||||
<PARA>GnuCash provides a somewhat rudimentary automated stock quote
|
the price source appropriately. This can be done in the new
|
||||||
gathering system.
|
account dialog box, when the account is created, or changed at
|
||||||
If a GnuCash <LINK LINKEND="STOCKACCT">stock account</LINK> is
|
any time by selecting the account in an account window, and chosing
|
||||||
suitably configured, and the host computer is connected to the
|
"edit account" from the main menu. Both dialog boxes have a
|
||||||
Internet, the program <APPLICATION>gnc-prices</APPLICATION> may be
|
section called "Price Quote Source".
|
||||||
used to load stock and mutual fund price quotes from various web sites
|
|
||||||
directly into GnuCash.
|
|
||||||
</PARA>
|
</PARA>
|
||||||
|
|
||||||
<PARA>This is what you do:
|
<para>To enable automatic price updates, do the following:
|
||||||
|
|
||||||
<ITEMIZEDLIST>
|
<ITEMIZEDLIST>
|
||||||
<LISTITEM>
|
<LISTITEM>
|
||||||
<PARA>Create an account and mark it as being of type "Mutual
|
<para>
|
||||||
Fund" or "Stock".
|
Make sure the "get online quotes" check box is checked.
|
||||||
</PARA>
|
|
||||||
</LISTITEM>
|
</PARA>
|
||||||
|
</LISTITEM>
|
||||||
<LISTITEM>
|
<LISTITEM>
|
||||||
<PARA>Enter a valid ticker symbol in the box marked "Security:"
|
<PARA>Enter a valid ticker symbol in the text box marked "Security:"
|
||||||
</PARA>
|
A ticker symbol is the code that identifies the stock or fund -
|
||||||
|
to take a familiar example, International Business Machines'
|
||||||
|
ticker symbol is IBM, listed on the New York Stock Exchange.
|
||||||
|
To take another example, McDonald's Corpororation is MCD.
|
||||||
|
</para>
|
||||||
</LISTITEM>
|
</LISTITEM>
|
||||||
<LISTITEM>
|
<LISTITEM>
|
||||||
<PARA>Select a quote source from the pull-down menu. Currently
|
<PARA>Select a quote source from the pull-down menu. Currently
|
||||||
@ -44,7 +47,7 @@ directly into GnuCash.
|
|||||||
wrong information!). If you choose Yahoo Europe, you should append
|
wrong information!). If you choose Yahoo Europe, you should append
|
||||||
the market code for the security, such as PA for Paris, BE for
|
the market code for the security, such as PA for Paris, BE for
|
||||||
Berlin, etc. Example: 12150.PA (a Peugeot security in the Paris
|
Berlin, etc. Example: 12150.PA (a Peugeot security in the Paris
|
||||||
market).
|
market). The table below lists the codes for the various markets.
|
||||||
</PARA>
|
</PARA>
|
||||||
</LISTITEM>
|
</LISTITEM>
|
||||||
<LISTITEM>
|
<LISTITEM>
|
||||||
@ -71,11 +74,20 @@ directly into GnuCash.
|
|||||||
Group</EMPHASIS> should be in US Dollars (USD).
|
Group</EMPHASIS> should be in US Dollars (USD).
|
||||||
</PARA>
|
</PARA>
|
||||||
</LISTITEM>
|
</LISTITEM>
|
||||||
</ITEMIZEDLIST>
|
</itemizedlist>
|
||||||
|
</para>
|
||||||
|
</listitem>
|
||||||
|
|
||||||
|
<listitem>
|
||||||
|
<para>Select the correct timezone setting (FIXME: WHAT IS THE CORRECT
|
||||||
|
TIMEZONE SETTING???)
|
||||||
|
</para></listitem>
|
||||||
|
</ITEMIZEDLIST>
|
||||||
|
|
||||||
|
<para>Instructions for updating prices are found in the documentation
|
||||||
|
on the <link linkend="xacc-price-editor">price editor</link>.
|
||||||
|
</para>
|
||||||
|
|
||||||
</PARA>
|
|
||||||
</LISTITEM>
|
|
||||||
</ITEMIZEDLIST>
|
|
||||||
|
|
||||||
<TABLE>
|
<TABLE>
|
||||||
<TITLE>Code List for European Markets</TITLE>
|
<TITLE>Code List for European Markets</TITLE>
|
||||||
@ -229,62 +241,6 @@ directly into GnuCash.
|
|||||||
</TGROUP>
|
</TGROUP>
|
||||||
</TABLE>
|
</TABLE>
|
||||||
|
|
||||||
</PARA>
|
|
||||||
|
|
||||||
<PARA>A sample image is shown below:
|
|
||||||
<INLINEMEDIAOBJECT>
|
|
||||||
<IMAGEOBJECT>
|
|
||||||
<IMAGEDATA FILEREF="image/ticker-a.png">
|
|
||||||
</IMAGEOBJECT>
|
|
||||||
<TEXTOBJECT>
|
|
||||||
<PHRASE>Sample Diagram</PHRASE>
|
|
||||||
</TEXTOBJECT>
|
|
||||||
</INLINEMEDIAOBJECT>
|
|
||||||
|
|
||||||
</PARA>
|
|
||||||
<PARA>To update the prices stored in a gnucash account file, run
|
|
||||||
the command line command <APPLICATION>gnc-price</APPLICATION>, specifying the
|
|
||||||
filename; for example:
|
|
||||||
<COMMAND> gnc-prices myaccts.xac</COMMAND>
|
|
||||||
|
|
||||||
</PARA>
|
|
||||||
<PARA>Running this command will print various diagnostic messages
|
|
||||||
to the screen while it loads data. It will work only when the
|
|
||||||
host computer is attached to the Internet. It can function in
|
|
||||||
conjunction with masquerading-style firewalls and proxy
|
|
||||||
servers.
|
|
||||||
|
|
||||||
</PARA>
|
|
||||||
<PARA>The command can be run many times in one day; however, it
|
|
||||||
will update the accounts at most once with the most recent
|
|
||||||
trading days price data.
|
|
||||||
|
|
||||||
Thus, if <APPLICATION>gnc-prices</APPLICATION> is run on Friday, Saturday,
|
|
||||||
Sunday and Monday, only two price entries will be made: one
|
|
||||||
containing Friday's data, and one containing Monday's data,
|
|
||||||
since the Saturday and Sunday runs will only retrieve the
|
|
||||||
Friday closing price.
|
|
||||||
|
|
||||||
</PARA>
|
|
||||||
<PARA>To keep <APPLICATION>gnc-prices</APPLICATION> from updating one account, while
|
|
||||||
allowing it to update another account, merely mark the data
|
|
||||||
source for that account as <SCREEN>(none)</SCREEN>. You can do this
|
|
||||||
from the <GUIMENU>Edit Account</GUIMENU> window.
|
|
||||||
|
|
||||||
</PARA>
|
|
||||||
<PARA>After running <APPLICATION>gnc-prices</APPLICATION> for a few days, your
|
|
||||||
accounts will begin to resemble the following:
|
|
||||||
<INLINEMEDIAOBJECT>
|
|
||||||
<IMAGEOBJECT>
|
|
||||||
<IMAGEDATA FILEREF="image/ticker-b.png">
|
|
||||||
</IMAGEOBJECT>
|
|
||||||
<TEXTOBJECT>
|
|
||||||
<PHRASE>Later Ticker Listing</PHRASE>
|
|
||||||
</TEXTOBJECT>
|
|
||||||
</INLINEMEDIAOBJECT>
|
|
||||||
|
|
||||||
|
|
||||||
</PARA>
|
|
||||||
</SECT1>
|
</SECT1>
|
||||||
</ARTICLE>
|
</ARTICLE>
|
||||||
|
|
||||||
|