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232 lines
6.8 KiB
Plaintext
232 lines
6.8 KiB
Plaintext
Copyright © Carol Champagne 2001
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This document is released under the terms of the Free Document License.
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GnuCash User Guide Outline
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PART ONE: GETTING STARTED
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Chapter 1 Overview of GnuCash
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1.1 Introduction to GnuCash (Discussion)
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1.2 About This Book (Discussion)
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1.3 Top Ten Reasons to Use GnuCash (Discussion)
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1.4 Installation (How-To)
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Chapter 2 Basic Structure and Setup
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2.1 Data Entry Concepts (Discussion)
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2.1.1 Files, Accounts and Transactions
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2.1.2 Double Entry
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2.2 The GnuCash Interface (Discussion)
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2.2.1 New User Setup
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2.2.2 Tip of Day
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2.2.3 Main Window
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2.2.4 Register Window
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2.2.5 Tool Bar Buttons
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2.2.6 Menu Options
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2.2.7 Menu Shortcuts
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2.3 Setting Preferences (Discussion)
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2.4 Getting Help (Discussion)
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2.4.1 Manual
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2.4.2 Web Access
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2.4.3 Network Registration
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2.4.4 Topic Search
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2.5 Creating, Saving and Opening Files (How-To)
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2.6 Importing QIF Files (How-To)
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2.7 Backing Up Data (How-To)
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2.8 Putting It All Together (Examples of creating and saving a file, importing a qif, and changing a preference)
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Chapter 3 Organizing Your Accounts
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3.1 Accounts vs. Categories (Discussion)
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3.2 Types of GnuCash Accounts (Discussion)
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3.3 Setting Up a New Account (How-To)
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3.3.1 General Info
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3.3.2 Opening Balance
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3.4 Setting Up a Chart of Accounts (How-To)
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3.5 Changing Accounts (How-To)
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3.5.1 Editing an Account
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3.5.2 Deleting an Account
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3.6 Changing a Chart of Accounts
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3.6.1 Moving From Subaccount to Parent Account
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3.6.2 Moving From Parent Account to Subaccount
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3.6.3 Moving To a Different Parent Account
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3.7 Opening Accounts and Subaccounts
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3.8 Scrubbing Accounts
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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)
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Chapter 4 Entering Transactions
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4.1 Overview of Registers (Discussion)
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4.2 Setting Register Options (Discussion)
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4.2.1 Style
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4.2.2 Sort Order
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4.2.3 Date Range
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4.2.4 Preferences
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4.3 Entering a Transaction (How-To)
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4.3.1 Register
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4.3.2 Transfer Dialog
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4.3.3 General Ledger Tool
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4.4 Entering Multiple Splits (How-To)
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4.5 Using Entry Shortcuts (How-To)
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4.5.1 Autofill
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4.5.2 Keyboard shortcuts
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4.6 Working with Existing Transactions (How-To)
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4.6.1 Editing
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4.6.2 Deleting
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4.6.3 Copying
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4.6.4 Jumping to Other Account
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4.6.5 Finding
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4.7 Reconciling to a Statement (How-To)
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4.8 Recurring/Scheduled Transactions (How-To)
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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)
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PART TWO: MANAGING YOUR RECORDS
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Chapter 5 Your Checkbook and Wallet
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5.1 Setting up Accounts (Discussion)
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5.2 Entering Deposits(Discussion)
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5.2.1 Net Pay (How-To)
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5.2.2 Gross Pay(How-To)
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5.2.3 Interest Income (How-To)
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5.2.4 Other (Non-Income) Deposits (How-To)
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5.3 Entering Withdrawals (Discussion)
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5.3.1 Check Payments (How-To)
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5.3.2 ATM/Cash Withdrawals(How-To)
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5.3.3 Service Charges (How-To)
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5.3.4 Other Withdrawals (How-To)
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5.4 Printing Checks (How-To)
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5.5 Reconciling Bank and Cash Accounts (How-To)
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5.6 Adjusting the Balance (How-To)
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5.7 Putting It All Together (Examples)
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Chapter 6 Credit Cards
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6.1 Setting Up Accounts (Discussion)
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6.2 Opening Credit Card Balance (How-To)
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6.3 Entering Charges(Discussion)
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6.3.1 Purchases (How-To)
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6.3.2 Finance/Late Charges (How-To)
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6.4 Entering Payments (Discussion)
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6.4.1 Monthly Payments (How-To)
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6.4.2 Refunds/Credits (How-To)
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6.5 Reconciling Credit Card Accounts (How-To)
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6.6 Adjusting the Balance (How-To)
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6.7 Putting It All Together (Examples)
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Chapter 7 Investments
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7.1 Setting up Accounts (Discussion - brokerage, IRA, 401(K), stock options)
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-Brokerage
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-CD?s
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-Treasury Bills
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-Money Market
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-Mutual Funds
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-Stocks
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-Bonds
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-Retirements accounts
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7.2 Creating a Portfolio for Your Current Holdings (How-To)
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7.3 Buying New Investments (How-To)
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7.4 Selling Investments (How-To)
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7.5 Recording Dividends and Interest (How-To)
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7.6 Recording Stock Splits and Mergers (How-To)
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7.7 Recording Employee Stock Plans (Discussion)
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7.7.1 Stock Purchase Plans (How-To)
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7.7.2 Stock Options (How-To)
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7.8 Managing your Portfolio (Discussion)
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7.8.1 Portfolio View
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7.8.2 Updating Prices (How-To)
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7.8.3 Measuring Capital Gains (Discussion)
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7.9 Reconciling with the Brokerage Statement (How-To)
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7.10 Putting It All Together (Examples)
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Chapter 8 Assets and Loans
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8.1 Setting up Accounts (Discussion of ways to handle appreciation, depreciation, principal and interest payments, gains)
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8.2 Buying a House with Related Mortgage (How-To)
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8.3 Buying a Vehicle with Related Loan (How-To)
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8.4 Entering a Payment Schedule
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8.4.1 Monthly Payments (How-To)
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8.4.2 Final Payment (How-To)
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8.5 Selling a House or Vehicle (How-To)
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8.6 Recording Changes in Value
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8.6.1 Appreciation (How-To)
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8.6.2 Depreciation (How-To)
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8.6.3 Capital Gains (How-To)
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8.7 Tracking Other Assets (How-To)
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8.8 Reconciling with the Loan Statements (How-To)
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8.9 Putting It All Together (Examples)
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Chapter 9 Multiple Currencies
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9.1 Setting up Accounts (Discussion of ISO codes, setup of currency accounts)
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9.2 GnuCash Currency Support (Discussion of Euro support, exchange rates)
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9.3 Setting International Preferences (Discussion)
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9.4 Recording Currency Exchange (How-To)
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9.5 Recording Purchases in a Foreign Currency (How-To)
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9.6 Tracking Currency Investments (How-To)
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9.7 Reconciling Statements in a Foreign Currency (How-To)
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9.8 Updating Exchange Rates (How-To)
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9.9 Putting It All Together (Examples)
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Chapter 10 Reports and Graphs
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10.1 Overview of Reports and Graphs (Discussion)
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10.2 Types of Reports and Graphs (Discussion)
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10.3 Creating Standard Reports and Graphs (How-To)
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10.4 Customizing (How-To)
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10.5 Printing Reports and Graphs (How-To)
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10.6 Putting It All Together (Examples)
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Chapter 11 Going Online
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11.1 Available Online Features (Discussion)
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11.2 Using Online Help (How-To)
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11.3 Getting Online Software Updates (How-To)
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11.4 Getting Online Quotes and Exchange Rates (How-To)
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11.5 Importing Online Bank Statements (How-To)
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11.6 Putting It All Together (Examples)
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PART THREE: ADVANCED TOPICS
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Chapter 12 Planning for the Future
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12.1 Preparing for Tax Time (Discussion)
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12.2 Creating and Using Budgets (Discussion)
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12.3 Planning for Loans (Discussion)
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12.4 Planning to Buy a House (Discussion)
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Chapter 13 Business Needs
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13.1 Overview of Business vs. Personal Needs
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13.2 More on Double-Entry Accounting
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13.3 General Ledger
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13.4 Payables and Receivables
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13.5 Inventory
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13.6 Payroll
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APPENDICES
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Appendix A Guide for Former Users of Quicken and other QIF Applications
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Organization of QIF Files (Discussion)
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Common Duplication Issues (Discussion)
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Checking QIF Data (Discussion)
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Appendix B Frequently Asked Questions
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(Notes: How to treat taxes (payable or expense?), how to record a txn on different
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dates (actual date and bank date), how to provide security for GC data using CFS,
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etc.)
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Appendix C Troubleshooting Guide
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