mirror of
https://github.com/Gnucash/gnucash.git
synced 2024-11-22 17:06:36 -06:00
GnuCash Double-Entry Accounting Program.
3c9179c1ad
git-svn-id: svn+ssh://svn.gnucash.org/repo/gnucash/trunk@2460 57a11ea4-9604-0410-9ed3-97b8803252fd |
||
---|---|---|
debian | ||
doc | ||
intl | ||
lib | ||
po | ||
rpm | ||
src | ||
.cvsignore | ||
ABOUT-NLS | ||
acconfig.h | ||
acinclude.m4 | ||
aclocal.m4 | ||
AUTHORS | ||
ChangeLog | ||
config.guess | ||
config.h.in | ||
config.sub | ||
configure | ||
configure.in | ||
COPYING | ||
gnucash.lsm | ||
INSTALL | ||
install-sh | ||
ltconfig | ||
ltmain.sh | ||
make-gnucash-patch.in | ||
Makefile.am | ||
Makefile.in | ||
missing | ||
mkinstalldirs | ||
NEWS | ||
README | ||
stamp-h.in | ||
TODO |
########################################################################### DEVELOPMENT RELEASE The version 1.3.x series of GnuCash are experimental development releases. They may or may not work. Use at your own risk. The last stable, production version was gnucash-1.2.5 The next stable, production version will be gnucash-1.4.x ########################################################################### Table of Contents: - Overview - Dependencies - Invocation/running - Internationalization - Other Tools - Building and Installing - Supported OSes - Additional Download Sites - Getting the Source via CVS - Developing GnuCash ======== Overview -------- GnuCash is a personal finance manager. A check-book like register GUI allows you to enter and track bank accounts, stocks, income and even currency trades. The interface is designed to be simple and easy to use, but is backed with double-entry accounting principles to ensure balanced books. Features include: - An easy-to-use interface. If you can use the register in the back of your checkbook, you can use GnuCash. Type directly into the register, tab between fields, and use quick-fill to automatically complete the transaction. - Reconcile window with running reconciled and cleared balances makes reconciliation easy. - Stock/Mutual Fund Portfolios: Track stocks individually (one per account) or in portfolio of accounts (a group of accounts that can be displayed together). - Multiple Currencies & Currency Trading: Multiple currencies are supported and can be bought and sold (traded). Currency movements between accounts are fully balanced when double-entry is enabled. (Some aspects of multiple currency support are not fully implemented.) - Quicken File Import: Import Quicken QIF style files. QIF files are automatically merged to eliminate duplicate transactions. - Reports: Display Balance Sheet, Profit&Loss, Portfolio Valuation, or print them as HTML. - Chart of Accounts: A master account can have a hierarchy of detail accounts underneath it. This allows similar account types (e.g. Cash, Bank, Stock) to be grouped into one master account (e.g. Assets). - Split Transactions: A single transaction can be split into several pieces to record taxes, fees, and other compound entries. - Double Entry: When enabled, every transaction must debit one account and credit another by an equal amount. This ensures that the "books balance": that the difference between income and outflow exactly equals the sum of all assets, be they bank, cash, stock or other. - Income/Expense Account Types (Categories): These serve not only to categorize your cash flow, but when used properly with the double-entry feature, these can provide an accurate Profit&Loss statement. - General Ledger: Multiple accounts can be displayed in one register window at the same time. This can ease the trouble of tracking down typing/entry errors. It also provides a convenient way of viewing a portfolio of many stocks, by showing all transactions in that portfolio. - Written in C with embedded scheme support via Guile. - Perl support is optionally available for stand-alone scripting via SWIG. - File access is locked in a network-safe fashion, preventing accidental damage if several users attempt to access the same file, even if the file is NFS-mounted. - Provides a byte-stream format, which allows accounts and account groups to be transmitted to other processes via pipes or sockets. - Get Stock & Mutual Fund quotes from various web sites, update portfolio automatically (more funds being added regularly). - European date handling, French, German, Swedish, and Great Britain translations. Home Page: http://gnucash.org/ Original X-Accountant home page: http://www.cs.hmc.edu/~rclark/xacc Precompiled binaries: http://www.gnucash.org/pub/gnucash/redhat-6.x/1.2.5/ Development versions: http://www.gnucash.org/source_code.php3 ============ Dependencies ------------ Only the 1.2.5 Motif version of GnuCash is currently stable. The Gnome version is a development version, but will soon be stable enough for regular use. Development of the Motif version has ceased and has recently been removed from CVS. Older versions may be retrieved from CVS should someone want to resume the work. The next stable release will be a full Gnome version, but will only require that you have the Gnome libraries available, not that you be running a Gnome desktop. The following packages are required to be installed to run gnucash: guile: provides main extension language infrastructure, used extensively in gnucash for initialization & startup. Requires version 1.3 or later. (The guile-1.3-7 rpm works.) slib: scheme libraries for guile. Need version slib2c4 or later. libpng: portable network graphics library. Any version. libjpeg: JPEG image handling library. Any version. libz: compression library. Any version. xpm: X Pixmap extension. Any version. gnome-libs: version 1.0.40 or higher should work. These libraries require numerous other supporting libraries, such as gtk and glib. To be able to use certain features of GnuCash, such as reports and network stock price downloads, you must have the following packages below installed (in addition to those listed above). RPM's for most of these can be found at http://rufus.w3.org/linux/ perl: Almost any version of perl5 should work. I run perl-5.004 In addition, some perl modules need to be installed: perl-LWP/libwww-perl-5.36 perl-HTML/HTML-0.6 perl-HTML/HTML-Parser-2.20 -- these perl modules are used to fetch stock & mutual fund quotes off the net. You can pick up RPMS at ftp://ftp.gnucash.org/pub/gnucash/binaries/RPMS http://rufus.w3.org/linux/RPM/PByName.html http://linas.org/linux/gnucash (last resort) or sources at http://www.cpan.org/CPAN.html ======= Running ------- For GnuCash invocation details, see the manpage in doc/gnucash.1. Soon, you'll be able to also run gnucash --help, but that's not finished yet... You can start GnuCash at the command-line, with "gnucash" or "gnucash <filename>", where <filename> is a GnuCash account file. Sample accounts can be found in "data" subdirectory. *.dat files are GnuCash accounts that can opened with the "Open File" menu entry. *.qif files are Quicken Import Format files that can be opened with the "Import QIF" menu entry. GnuCash responds to the following environment variables: GNC_RUN_AS_SHELL - if set, makes GnuCash pop up in a guile shell with all the gnucash functions loaded. From there, you can get the normal startup behavior like this: GNC_RUN_AS_SHELL=t ./gnucash guile> (primitive-load (getenv "GNC_BOOTSTRAP_SCM")) guile> (gnc:load "startup.scm") guile> (gnc:main) This is the same thing that happens if you don't use this environment variable. This can be helpful when trying to write and test new .scm files. GNC_BOOTSTRAP_SCM - the location of the initial bootstrapping scheme code. GNC_SCM_LOAD_PATH - an override for the GnuCash scheme load path. it should be a string representing a proper scheme list. Each element can either be a string representing a directory, the symbol 'default which will expand to the default path, or 'current which will expand to the current load-path at the instant it encounters the symbol. GNC_DEBUG - enable debugging output. This allows you to turn on debugging earlier in the startup process than you can with --debug. As an example, here's a wrapper script we used to use to allow you to run gnucash from a local directory: #! /bin/sh export GNC_BOOTSTRAP_SCM=./share/scm/bootstrap.scm export GNC_SCM_LOAD_PATH='("./share/scm")' export GNC_DEBUG=t # Run whichever one was built last. exec ./src/gnucash \ --debug \ --share-dir ./share \ --config-dir ./etc \ --doc-path '("./doc/html/C")' \ "$@" ==================== Internationalization -------------------- Message catalogues exist for French and German. These are enabled with environment variables. For example, Francais, en bash: export LANG=fr_FR Francais, en tcsh: setenv LANG fr_FR German version: export LANG=de_DE Other locales that should mostly work, but are still in development: en_US en_GB fr_CH de_CH =========== Other Tools ----------- A tool to generate (ascii) reports from gnucash/xacc files can be found at http://www.zeta.org.au/~grahamc/xacc_rpts.html. ===================== Building & Installing --------------------- (For additional build system details, see doc/README.build-system.) GnuCash uses GNU Automake to handle the build process, so for most of the details, see the generic instructions in INSTALL. Below we detail the GnuCash specific bits. Prior to building GnuCash, you will have to obtain and install the following packages: libtool: Available at ftp://ftp.gnu.org/gnu. RPM's and debs are widely available with most distributions. SWIG: Used to autogenerate perl wrappers - available at www.swig.org need 1.1p5 or later ... GnuCash understands a few non-standard ./configure options. You should run ./configure --help for the most up to date summary of the supported options, but here are some more detailed descriptions of some of them: --enable-opt-style-install Gnucash supports two types of install, the first is the normal /usr or /usr/local/ style, where the files are installed into /usr/bin /usr/lib, etc. This is the default. The second style is the FSSTND, opt-style install. In this style, all of the files are installed under a common subdirectory, often in /usr/local/opt, with the binaries going to /usr/local/opt/foo/bin, the libs going to /usr/local/opt/foo/lib, etc. To request this style of install, just use the --enable-opt-style-install option to ./configure. If you only want a particular language installed, you can set the LINGUAS environment variable before you run configure. For example, to only install the French translations, run $ export LINGUAS=fr $ ./configure If you want to make sure that all languages get installed, run $ unset LINGUAS $ ./configure The last stable release of GnuCash had a Motif based user interface, and there was also an experimental, but never finished qt interface. Both of these have been removed from the source tree during the process of migrating to automake, but anyone who is interested in resurrecting these bits can easily retrieve them from CVS. The Gnome version is receiving all of the current development effort, and will be the next stable release. Note that although the next stable release will have a Gnome user interface, it will not require that you be running a Gnome desktop, just that you have the Gnome libraries available, an important distinction. Although the Gnome version is being actively developed, we cannot say for sure that it has reached the stability level of the 1.2.5 Motif version. It certainly has has more features, and has worked well for many, but right now the older 1.2.5 Motif version is the official stable version, and has had more thorough testing. Runtime and install destinations are separate. The --prefix you specify to configure determines where the resulting binary will look for things at runtime. Normally this determines where a "make install" will put all the files. However, automake also supports the variable. DESTDIR is used during the `make install' step to relocate install objects into a staging area. Each object and path is prefixed with the value of `DESTDIR' before being copied into the install area. Here is an example of typical DESTDIR usage: make DESTDIR=/tmp/staging install This places install objects in a directory tree built under `/tmp/staging'. If `/gnu/bin/foo' and `/gnu/share/aclocal/foo.m4' are to be installed, the above command would install `/tmp/staging/gnu/bin/foo' and `/tmp/staging/gnu/share/aclocal/foo.m4'. DESTDIR can be helpful when trying to build install images and packages. ============== Supported OS's -------------- GnuCash version 1.2.x is known to work in the following configs: GNU/Linux -- Intel FreeBSD -- Intel OpenBSD -- Intel Xacc-1.0.18, the predecessor to GnuCash, is known to work on these additional platforms: Slackware 3.4 -- Intel w/ Mootif (OSF Motif 2.0.1) SGI IRIX -- MIPS IBM AIX 4.1.5 -- RS/6000 http://www-frec.bull.com/ Unixware 7 -- Intel SCO OpenServer 5.0.4 -- Intel Solaris -- Sparc See ftp://ftp.gnucash.org/pub/xacc (high-bandwidth) or http://linas.org/linux/gnucash (slow-www ) for precompiled binaries for these platforms ========================= Additional Download Sites ------------------------- Precompiled binaries & pre-requisite packages can be found at IBM AIX 4.1.5 -- SMIT-installable images http://www.bull.de/pub/ see also http://www-frec.bull.com/ SCO OpenServer 5.0.4 http://www.sco.com/skunkware/osr5/x11/apps/xacc/VOLS.tar Unixware 7 -- use pkgadd to install http://www.sco.com/skunkware/uw7/x11/apps/xacc/xacc.pkg.gz SGI Irix -- in SGI install format -- warning, this is a very down-level version http://linas.org/linux/xacc/xacc-1.0b7-sgi-irix.inst.tar ======================= Getting Source with CVS ----------------------- A read-only version of the cvs tree is available on the net. To access it, first, login, as so: cvs -d :pserver:cvs@cvs.gnucash.org:/home/cvs/cvsroot login The password is "guest" To get a copy of the source in the experimental development tree do a cvs -z3 -Pd :pserver:cvs@cvs.gnucash.org:/home/cvs/cvsroot checkout -rHEAD gnucash To get a copy of the source in the gnucash-1.2 stable production tree do a cvs -z3 -Pd :pserver:cvs@cvs.gnucash.org:/home/cvs/cvsroot checkout -rxacc-12-patch gnucash ================== Developing GnuCash ------------------ Before you start developing GnuCash, you should do the following: 1. Read the file src/doc/coding-style.txt to learn about the coding-styles used in the GnuCash source code. 2. Several of the directories under src contain files called design.txt which explain many aspects of GnuCash's design. Read those. 3. Go to the gnucash website and skim the archives of the gnucash development mailing list. 4. Join the GnuCash development mailing list. See the gnucash website for details on how to do this. Submitting a Patch: Once you have done some work that you would like to submit, you need to send a patch. There is a perl script called make-gnucash-patch provided with the distribution that you can use to create the patch. Here is how to use that perl script. First, set up your development directories as follows: < GnuCash home development directory > | |---- < directory containing original GnuCash sources > | |---- < directory containing your modified GnuCash sources > A concrete example of those directories might be: /home/me/gnucash | |---- /home/me/gnucash/gnucash.pristine (original sources) | |---- /home/me/gnucash/gnucash.mywork (original sources + my edits) Copy the make-gnucash-patch script to the home development directory (/home/me/gnucash above). Now set three environment variables to reflect the names of your directories. Given the names above, you would use: export GNC_MAKEPATCH_OLD_DIR=gnucash.pristine export GNC_MAKEPATCH_NEW_DIR=gnucash.mywork export GNC_MAKEPATCH_HOME_DIR=/home/me/gnucash Right before you make your patch, make sure *both* your working and your pristine directories are in sync with cvs. Run 'cvs -z3 update -dP' in both directories to ensure that is the case. Updating from cvs in your working directory may cause conficts in a file. You must resolve those conficts before making a patch. Now run the script. Note that this script requires the programs 'makepatch', 'gzip', 'diff', and 'uuencode' (and, of course, 'perl') to run. When you run the script, three files will be generated: gnc.diff: This file is an ascii text file containing the differences between the original sources and your edits. At the bottom of this file is a list of the files which were added, changed, or deleted. Please examine this file (especially the list at the bottom) to make sure that all of your changes (and no other changes) are present in the file. Do not submit this file! gnucash.diff.gz: This is a gzipped version of the above file. Do not submit this file! gnucash.diff.gz.uue: This is a uuencoded (ascii-encoded) version of the above file. This is the file you submit. Send gnucash.diff.gz.uue to gnucash-patches@gnucash.org Thanks in advance for your contribution!