gnucash/README

************ BETA  RELEASE ******************
The version 1.1.x series of gnucash are considered BETA development code.
Things mopstly work these days; some things may still be broken. Feel 
free to try it.  Please report bugs to http://www.gnucash.org/

The last stable, production version was xacc-1.0.18
The next stable, production version will be gnucash-1.2.x

##############################################

GnuCash
-------
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 quickfill 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 mutiple currency support are not 
    fully implemented.)
  - Quicken File Import: Import Quicken QIF style files.
    QIF files are automtically merged to eliminate 
    duplicate transactions.
  - Reports: Display Balance Sheet, Profit&Loss reports,
    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 compund 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 perl, scheme and tcl support for easy
    configuration and extensibility.

Home Page:
----------
http://gnucash.org/

Origianl X-Accountant home page:
http://www.cs.hmc.edu/~rclark/xacc

Important Note:
---------------
Numerous core dumps have been reported when using various
versions of lesstif.  Some versions work, others don't.
Lesstif 0.81: works
Lesstif 0.82: broken
Lesstif 0.81: works
Lesstif 0.86.0: works
Lesstif 0.86.5: broken

These core dumps do not occur with RedHat Motif (or other commercial
versions of Motif).

Running:
--------
The binary-only distribution includes two binary files: 'gnucash.bin'
and 'gnucash-static.bin'. The former requires a Motif shared library;
the latter has Motif statically linked in.  If you have Motif,
then just run xacc.  If you do not have Motif, then copy 
'gnucash-static.bin' to 'gnucash.bin'.

You can then 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.


Building & Installing:
----------------------
These steps does not apply to binary distributions; only to
source distributions.

Prior to building GnuCash, you will have to obtain and install the following
packages:

SWIG    -- available at www.swig.org need 1.1p5 or later ...
guile   -- need version 1.3 or later ( or build 1998.08.18 or 1998.09.10 or later) ...
           ftp://ftp.gnucash.org/pub/gnucash/extra_libs/TAR/guile-core-19980818.tar.gz 

Motif or Lesstif  --
           Lesstif 0.81    works   
           Lesstif 0.82    broken    
           Lesstif 0.83    works    
           Lesstif 0.86.0  is reported to work     
           Lesstif 0.86.5  crashes.   
           Commercial Motif seems to work, but beware old libXm's 
           combined with new glibc's, 

XmHTML  -- version 1.1.4 or later
           http://www.llp.fu-berlin.de/lsoft/F/5/XMHTML.html
           http://www.xs4all.nl/~ripley/XmHTML/XmHTML.html
           ftp://ftp.ultra.net/pub/eugene/RPMS/i386/XmHTML-1.1.5-1.i386.rpm
           ftp://ftp.ultra.net/pub/eugene/SRPMS/XmHTML-1.1.5-1.src.rpm

libpng  -- portable network graphics library
libjpeg -- JPEG image handling library
libz    -- comopression library
xpm     -- X Pixmap extension
eperl   -- embeddedPerl needed for reports
           version eperl-2.2.14 works well with perl 5.00404
           http://www.engelschall.com/sw/eperl/
           ftp://ftp.ultra.net/pub/eugene/RPMS/i386/eperl-2.2.14-1.i386.rpm

Normally, to build and install GnuCash, all you have to do is:

  # ./configure
  # make
  # make install

You can build Motif, Gnome, and Qt versions.
Depending on your make target, you'll produce:

  gnucash.motif
  gnucash.motif.static
  gnucash.gnome
  gnucash.gnome.static
  gnucash.qt

Whichever one you produce last ends up the target of a local
gnucash.bin symlink, so that you can always run the local ./gnucash
script to see the last flavor that you built.  The ./gnucash script
also handles making sure that you're using files from the source dir
rather than an install tree just like the old ./xacc script did.

You'll use "make install" when you want to do a normal FSSTND /usr/ or
/usr/local style install where everything scatters across the
filesystem in foo/gnucash/* directories.  You'll use "make
install-opt" when you want a /usr/local/opt/gnucash style install
where everything just installs into local bin, doc, share, etc dirs.
I couldn't think of a better way to handle this, or I would have used
it.

So the two most likely sets of build instructions would be as follows:

  For a full system install (gnucash is installed as part of the
  system):

    ./configure --prefix=/usr --sysconfdir=/etc
    make motif
    make install

  For an /opt style install

    ./configure --prefix=/usr/local/opt/gnucash
    make motif
    make install-opt

Examples of other funny configure options:
    configure --with-motif=/usr/local/opt/mootif \
              --prefix=/usr/local/opt/gnucash \
              --with-xmhtml-includes=/home/rlb/XmHTML-1.1.5/include\
              --with-xmhtml-libraries=/home/rlb/XmHTML-1.1.5/src


Status:
-------
As of version 1.0.18:

GnuCash is known to work in the following configs:
Linux 2.x.x           -- Intel  w/ RedHat Motif
Slackware 3.4         -- Intel  w/ Mootif (OSF Motif 2.0.1)
Linux 2.x.x           -- Intel  w/ Lesstif v0.81
SGI IRIX              -- MIPS 
IBM AIX 4.1.5         -- RS/6000   http://www-frec.bull.com/
Unixware 7            -- Intel
SCO OpenServer 5.0.4  -- Intel

See http://linas.org/linux/xacc for precompiled binaries for these platforms

GnuCash seems to be having problems with:
Solaris -- Sparc  -- won't compile due to va-args in XmHTML
Linux 2.x.x -- Intel w/ Lesstif v0.82

Download Sites:
---------------
All of the precompiled binaries & the latest source versions can be found
at http://linas.org/linux/xacc  However, it is recommended that the master
sites for each particular binary be used instead, for two reasons:
1) bandwidth
2) OS-specific info & support

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

Linux Debian
      -- use debian tools to install
      http://linas.org/linux/xacc/xacc_1.0.15-1_i386.deb

That's all folks!

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, do a 

cvs -d :pserver:cvs@cvs.gnucash.org:/home/cvs/cvsroot checkout xacc


Main Developers:
----------------
Robin Clark <rclark@hmc.edu> wrote the original X-Accountant in Motif 
   as a school project, taking it to version 0.9 by October 1997.

Linas Vepstas <linas@linas.org> liked what he saw: the GUI was slick,
   the code was documented and well structured, and it was all GPL'ed.  
   And so he re-wrote it: adding cell-widgets to XbaeMatrix, so that 
   the combobox and arrows would make an even slicker GUI, rewrote the 
   X-Accountant internals to add double-entry, an account heirarchy,
   split out a transaction mini-engine, add support for stocks, and spiff
   up the help menus.  This was version 1.0 as of January 1998.  Since
   then, for version 1.1, the engine was expanded & refined, and the 
   register window code completely redesigned and made mostly 
   Motif-(and GUI-)independent.  Did some prototype OFX work.

Jeremy Collins <linux@cyberramp.net> publicized the GnoMoney project 
   widely and broadly, and then changed its name to GnuCash.  Jeremy
   created the gnucash.org web site, registered the domain, got the 
   initial GTK/gnome code working.

Rob Browning <rlb@cs.utexas.edu> abused everyone for not using perl,
   and then added guile/scheme support. Rob maintains the build 
   infrastructure, is handling the whole guile/perl extension language 
   thing, and is dealing with configuration & configurability.

Fixes & Patches:
----------------
Fred Baube <fred@moremagic.com> for attempted Java port/MoneyDance
Christopher B. Browne <cbbrowne@hex.net> for perl stock scripts
George Chen <georgec@sco.com> for MS-Money QIF's & fixes
Jeremey Collins <linux@cyberramp.net> for GnoMoney & GTK port
Ciaran Deignan <Ciaran.Deignan@bull.net> for AIX binary version
Tyson Dowd   <tyson@tyse.net> for config/make patches & debian maint.
Koen D'Hondt <ripley@xs4all.nl> for Solaris patches to XmHTML
Bob Drzyzgula <bob@mostly.com> for budgeting design notes
Dave Freese <DFreese@osc.uscg.mil> for leap-year fix
Otto Hammersmith <otto@bug.redhat.com> for RedHat RPM version
Jon K}re Hellan <jk@isdn-a33.itea.ntnu.no> misc core dump fixes
Tom Kludy <tkludy@csd.sgi.com> for SGI Irix port
Ted Lemon <mellon@andare.fugue.com> for NetBSD port
G. Allen Morris III  <gam3@ann.softgams.com> for QIF core dump 
Peter Norton <spacey@inch.com> for a valiant attempt at a GTK port
OmNiBuS <webmaster@obsidian.uia.net> web site graphics & content
Alain Peyrat <Alain.Peyrat@nmu.alcatel.fr> for configure.in patches
Gavin Porter <maufk@csv.warwick.ac.uk> for euro style dates
Ron Record <rr@sco.com> for SCO Unixware & OpenServer binaries
Dirk Schoenberger <schoenberger@signsoft.com> for Qt/KDE port
Christopher Seawood <cls@seawood.org> for XbaeMatrix core dump
Richard Skelton <rich@brake.demon.co.uk> for Solaris cleanup
Henning Spruth <spruth@bigfoot.com> for German text & euro date rework
Ken Yamaguchi <gooch@ic.EECS.Berkeley.EDU> QIF import fixes; MYM import

... and I am sure that I have missed many others ...