r19737 - gnucash-docs/trunk - bug #632244 - Removed the Preferences section from guide and updated on help.
Cristian Marchi
cmarchi at code.gnucash.org
Sun Oct 31 13:15:52 EDT 2010
Author: cmarchi
Date: 2010-10-31 13:15:51 -0400 (Sun, 31 Oct 2010)
New Revision: 19737
Trac: http://svn.gnucash.org/trac/changeset/19737
Removed:
gnucash-docs/trunk/guide/C/figures/basics_Preferences_AccountingPeriod.png
gnucash-docs/trunk/guide/C/figures/basics_Preferences_Accounts.png
gnucash-docs/trunk/guide/C/figures/basics_Preferences_Business.png
gnucash-docs/trunk/guide/C/figures/basics_Preferences_DateTime.png
gnucash-docs/trunk/guide/C/figures/basics_Preferences_General.png
gnucash-docs/trunk/guide/C/figures/basics_Preferences_OnlineBanking.png
gnucash-docs/trunk/guide/C/figures/basics_Preferences_Printing.png
gnucash-docs/trunk/guide/C/figures/basics_Preferences_Register.png
gnucash-docs/trunk/guide/C/figures/basics_Preferences_RegisterDefaults.png
gnucash-docs/trunk/guide/C/figures/basics_Preferences_Reports.png
gnucash-docs/trunk/guide/C/figures/basics_Preferences_ScheduledTransactions.png
gnucash-docs/trunk/guide/C/figures/basics_Preferences_Windows.png
Modified:
gnucash-docs/trunk/guide/C/ch_basics.xml
gnucash-docs/trunk/guide/C/ch_currency.xml
gnucash-docs/trunk/help/C/Help_ch_Customize.xml
gnucash-docs/trunk/help/C/figures/Help_Pref_AccntPeriod.png
gnucash-docs/trunk/help/C/figures/Help_Pref_Accnts.png
gnucash-docs/trunk/help/C/figures/Help_Pref_Business.png
gnucash-docs/trunk/help/C/figures/Help_Pref_DateTime.png
Log:
bug #632244 - Removed the Preferences section from guide and updated on help.
Modified: gnucash-docs/trunk/guide/C/ch_basics.xml
===================================================================
--- gnucash-docs/trunk/guide/C/ch_basics.xml 2010-10-31 03:37:19 UTC (rev 19736)
+++ gnucash-docs/trunk/guide/C/ch_basics.xml 2010-10-31 17:15:51 UTC (rev 19737)
@@ -1,9 +1,11 @@
<!--
(Do not remove this comment block.)
Version: 2.0.0
- Last modified: January 12th 2007
+ Last modified: October 25th 2010
+ modified: January 12th 2007
modified: July 9th 2006
Maintainers:
+ Cristian Marchi <cri.penta at gmail.com>
Chris Lyttle <chris at wilddev.net>
Author:
Jon Lapham <lapham at extracta.com.br>
@@ -39,24 +41,24 @@
<itemizedlist>
<listitem>
- <para><emphasis>Assets</emphasis> - things you own.</para>
+ <para><emphasis>Assets</emphasis> — things you own.</para>
</listitem>
<listitem>
- <para><emphasis>Liabilities</emphasis> - things you owe.</para>
+ <para><emphasis>Liabilities</emphasis> — things you owe.</para>
</listitem>
<listitem>
- <para><emphasis>Equity</emphasis> - overall net worth.</para>
+ <para><emphasis>Equity</emphasis> — overall net worth.</para>
</listitem>
<listitem>
- <para><emphasis>Income</emphasis> - increases the value of your
+ <para><emphasis>Income</emphasis> — increases the value of your
accounts.</para>
</listitem>
<listitem>
- <para><emphasis>Expenses</emphasis> - decreases the value of your
+ <para><emphasis>Expenses</emphasis> — decreases the value of your
accounts.</para>
</listitem>
</itemizedlist>
@@ -150,7 +152,7 @@
<para>Calling this double-entry bookkeeping is a bit misleading; it
would be somewhat more accurate to call it multiple- entry
bookkeeping, since a transaction can affect more than two accounts.
- Unfortunately, there's 700 years of history of use of the term, which
+ Unfortunately, there’s 700 years of history of use of the term, which
sufficiently discourages changing it.</para>
</note>
</sect2>
@@ -212,8 +214,8 @@
<sect2 id="basics-dbentry2">
<title>Double Entry</title>
- <para>You've probably heard the saying, <quote>Money doesn't grow on
- trees</quote>. It means that money must come from somewhere - it doesn't
+ <para>You’ve probably heard the saying, <quote>Money doesn’t grow on
+ trees</quote>. It means that money must come from somewhere - it doesn’t
just <quote>appear</quote>. <emphasis>Double entry accounting
</emphasis> is a method of record-keeping that lets you track just where
your money comes from and where it goes. Using double entry means that
@@ -237,7 +239,7 @@
<para>Unlike traditional accounting packages, <application>&app;</application> makes it very easy
to enter your double entry transactions. <xref linkend="chapter_txns"></xref>
gives more detail on
- entering transactions, but for now let's take a general look at how they
+ entering transactions, but for now let’s take a general look at how they
work. For a basic transaction like writing a check, you first create two
accounts: a checking account and an account for the expense. For
example, if you write a check to pay for groceries, then you need both a
@@ -302,7 +304,7 @@
Expense:Groceries</guilabel> account, and one entry for withdrawing (crediting)
from <guilabel>Assets:Checking Account</guilabel>.</para>
- <para>Let's have a quick look to see how this same transaction looks from the
+ <para>Let’s have a quick look to see how this same transaction looks from the
<guilabel>Expense:Groceries</guilabel> account</para>
<screenshot id="basics-DoubleEntryIntro-Groceries">
@@ -336,7 +338,7 @@
<para>What about your paycheck? You can see that money goes into a bank
account, but where does it come from? In double-entry, the money has to
come from somewhere. Technically, that money comes from your employer,
- but you don't care about tracking your employer's accounts. So how do
+ but you don’t care about tracking your employer’s accounts. So how do
you account for money coming in? In <application>&app;</application>, you create a special income
type account to track your incoming paychecks.
(See <xref linkend="chapter_accts"></xref> for more
@@ -344,7 +346,7 @@
simply enter a transaction to transfer money from the income account to
a bank account.</para>
- <para>Here's what a paycheck deposit looks like in <application>&app;</application>.</para>
+ <para>Here’s what a paycheck deposit looks like in <application>&app;</application>.</para>
<screenshot id="basics-DoubleEntryIntro-salary">
<mediaobject>
@@ -399,7 +401,7 @@
transaction, the total amount transferred to these five accounts must
equal the original $1000 total coming from the income account. We cover
this type of transaction in more detail in
- <xref linkend="chapter_txns"></xref>, but for now here's a peek at what
+ <xref linkend="chapter_txns"></xref>, but for now here’s a peek at what
it looks like:</para>
<screenshot id="basics-DoubleEntryIntro-SalarySplit">
@@ -464,14 +466,12 @@
accounts must equal the amount transferred <emphasis>to</emphasis>
other accounts</para>
- <para>You don't have to use the terms debit and credit to use <application>&app;</application>,
+ <para>You don’t have to use the terms debit and credit to use <application>&app;</application>,
however. <application>&app;</application> account registers default to common column headings
such as deposit and withdrawal - if you are more comfortable with
those headings, use them. If you prefer the credit and debit headings,
- you can change the column headings to use accounting labels in the <interface>General</interface>
- tab under <interface>Preferences</interface>.
- (see <xref linkend="basics-prefs1"></xref> for more detail on setting
- preferences).</para>
+ you can change the column headings to use accounting labels in the <guilabel>Accounts</guilabel>
+ tab under <menuchoice><guimenu>Edit</guimenu><guimenuitem>Preferences</guimenuitem></menuchoice>.</para>
</note> <!-- </sidebar> -->
</sect2>
</sect1>
@@ -482,7 +482,7 @@
<para>The very first time you open <application>&app;</application>, you will see the
<interface>Welcome to &app;!</interface> screen. From there, <application>&app;</application>
provides other tools to help you easily find what you are looking for.
- Let's take a look at some of the common screens and screen boxes you will
+ Let’s take a look at some of the common screens and screen boxes you will
see.</para>
<sect2 id="basics-setup2">
@@ -763,18 +763,18 @@
<itemizedlist>
<listitem>
- <para><guibutton>Save</guibutton> - Save
+ <para><guibutton>Save</guibutton> — Save
the current file to disk.</para>
</listitem>
<listitem>
- <para><guibutton>Close</guibutton> - Close the
+ <para><guibutton>Close</guibutton> — Close the
current notebook page.</para>
</listitem>
<listitem>
<para><guibutton>Open</guibutton>, <guibutton>Edit</guibutton>,
- <guibutton>New</guibutton> and <guibutton>Delete</guibutton> - These
+ <guibutton>New</guibutton> and <guibutton>Delete</guibutton> — These
are functions related to accounts. They are discussed in
<xref linkend="chapter_accts"></xref>.</para>
</listitem>
@@ -826,1122 +826,6 @@
</sect2>
</sect1>
- <sect1 id="basics-prefs1">
- <title>Setting Preferences</title>
-
- <para>The <interface>&app; Preferences</interface> window allows you to customize your <application>&app;</application>
- session by setting several options. From the <application>&app;</application> menu
- select <menuchoice><guimenu>Edit</guimenu><guimenuitem>Preferences</guimenuitem></menuchoice>.
- The <interface>&app; Preferences</interface> window will open.
- Using the tabs on the left make your desired changes.</para>
- <tip>
- <para>Pausing the cursor for a couple of seconds over options in these windows
- will display a tooltip with in-depth information on the choice.</para>
- </tip>
- <note>
- <para>The changes you made will be applied directly.</para>
- </note>
- <para>To close the <interface>&app; Preferences</interface> window press the
- <guibutton>Close</guibutton> button.</para>
-
- <para>The <interface>&app; Preferences</interface> window contains the following
- tabs.</para>
-
- <itemizedlist>
- <listitem>
- <para><guilabel>Accounting Period</guilabel> - <xref
- linkend="prefs-accounting-period"></xref></para>
- </listitem>
-
- <listitem>
- <para><guilabel>Account</guilabel> - <xref
- linkend="prefs-accounts"></xref></para>
- </listitem>
-
- <listitem>
- <para><guilabel>Business</guilabel> - <xref
- linkend="prefs-biz"></xref></para>
- </listitem>
-
- <listitem>
- <para><guilabel>Date/Time</guilabel> - <xref
- linkend="prefs-date-time"></xref></para>
- </listitem>
-
- <listitem>
- <para><guilabel>General</guilabel> - <xref
- linkend="basics-general2"></xref></para>
- </listitem>
-
- <listitem>
- <para><guilabel>On-line Banking</guilabel> - <xref
- linkend="prefs-online"></xref></para>
- </listitem>
-
- <listitem>
- <para><guilabel>Printing</guilabel> - <xref
- linkend="prefs-printing"></xref></para>
- </listitem>
-
- <listitem>
- <para><guilabel>Register</guilabel> - <xref
- linkend="prefs-reg"></xref></para>
- </listitem>
-
- <listitem>
- <para><guilabel>Register Default</guilabel> - <xref
- linkend="prefs-reg-def"></xref></para>
- </listitem>
-
- <listitem>
- <para><guilabel>Reports</guilabel> - <xref
- linkend="prefs-reports"></xref></para>
- </listitem>
-
- <listitem>
- <para><guilabel>Scheduled Transactions</guilabel> - <xref
- linkend="prefs-sched"></xref></para>
- </listitem>
-
- <listitem>
- <para><guilabel>Windows</guilabel> - <xref
- linkend="prefs-window"></xref></para>
- </listitem>
-
- </itemizedlist>
-
- <sect2 id="prefs-accounting-period">
- <title>Accounting Period</title>
-
- <para>In <guilabel>Accounting Period</guilabel>, you will see the
- default settings shown here:</para>
-
- <screenshot id="Prefer_Accounting-Period">
- <mediaobject>
- <imageobject>
- <imagedata fileref="figures/basics_Preferences_AccountingPeriod.png" format="PNG"
- srccredit="Cristian Marchi" ></imagedata>
- </imageobject>
-
- <textobject>
- <phrase><application>&app;</application> Preferences - Accounting Period</phrase>
- </textobject>
-
- <caption>
- <para>This image shows the <guilabel>Preferences - Accounting
- Period</guilabel> tab</para>
- </caption>
- </mediaobject>
- </screenshot>
-
- <itemizedlist>
- <listitem>
- <para><guilabel>Summarybar content</guilabel></para>
- <itemizedlist>
- <listitem>
- <para><guilabel>Include grand total</guilabel> - If checked, show in the Summarybar a grand total of all
- accounts converted to the default currency.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Include non-currency totals</guilabel> - if this
- option is selected, <application>&app;</application> will include in the Summarybar a total
- for non-currency items (for instance number of shares).</para>
- </listitem>
- </itemizedlist>
- </listitem>
-
- <listitem>
- <para><guilabel>Start Date</guilabel> - This item sets the accounting period's start date.</para>
- <itemizedlist>
- <listitem>
- <para><guilabel>Relative</guilabel> - Use the specified relative starting date for profit/loss
- calculations. Also use this date for net assets calculations. Relative defines
- start by today or start of current/previous year, quarter, month.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Absolute</guilabel> - Use the specified absolute starting date for profit/loss
- calculations. Also use this date for net assets calculations.</para>
- </listitem>
- </itemizedlist>
-
- </listitem>
-
- <listitem>
- <para><guilabel>End Date</guilabel> - This item sets the accounting period's end date.</para>
- <itemizedlist>
- <listitem>
- <para><guilabel>Relative</guilabel> - Use the specified relative ending date for profit/loss
- calculations. Also use this date for net assets calculations.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Absolute</guilabel> - Use the specified absolute ending date for profit/loss
- calculations. Also use this date for net assets calculations.</para>
- </listitem>
- </itemizedlist>
-
- </listitem>
-
- </itemizedlist>
- </sect2>
-
- <sect2 id="prefs-accounts">
- <title>Accounts</title>
-
- <para>In <guilabel>Accounts</guilabel>, you will see the default
- settings shown here:</para>
-
- <screenshot id="Prefer_Accounts">
- <mediaobject>
- <imageobject>
- <imagedata fileref="figures/basics_Preferences_Accounts.png" format="PNG"
- srccredit="Cristian Marchin" ></imagedata>
- </imageobject>
-
- <textobject>
- <phrase><application>&app;</application> Preferences - Accounts</phrase>
- </textobject>
-
- <caption>
- <para>This image shows the <guilabel>Preferences -
- Accounts</guilabel> tab</para>
- </caption>
- </mediaobject>
- </screenshot>
-
- <itemizedlist>
- <listitem>
- <para><guilabel>Separator Character</guilabel> - The account
- separator is the character that separates a parent account from its
- sub-account, for example Utilities:Electric. The default is a
- <keycap>:(Colon)</keycap>, but you can also select
- <keycap>/(Slash)</keycap>,
- <keycap>\(Backslash)</keycap>, <keycap>-(Dash)</keycap>
- or <keycap>.(Period)</keycap>, or any single non alphanumeric
- unicode. Parent accounts and sub-accounts are discussed in
- <xref linkend="accts-types1"></xref></para>
- </listitem>
-
- <listitem>
- <para><guilabel>Reverse Balanced accounts</guilabel> - This option
- lets you determine whether account balances will display as positive
- or negative numbers:
- <itemizedlist>
- <listitem>
- <para><guilabel>Income & Expense</guilabel> assigns a
- positive credit balance to income account balances and a
- negative debit balance to expense account balances. See
- <xref linkend="chapter_accts"></xref> for more information
- on these account types.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Credit Accounts</guilabel> (default) displays
- a positive balance for account types that would normally carry
- a credit balance (income, credit, liability, equity). See
- <xref linkend="chapter_accts"></xref> for more information on
- these account types.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>None</guilabel> shows all credit balances as
- negative and all debit balances as positive. (See the
- <link linkend="acc-terminology">accounting
- Terminology note</link> in this chapter for more information on
- debits and credits.)</para>
- </listitem>
- </itemizedlist></para>
- </listitem>
-
- <listitem>
- <para><guilabel>Labels</guilabel> - Select this option if you want
- column headings in the register to refer to <interface>debits</interface> and
- <interface>credits</interface> instead of the default informal headings such
- as <interface>withdrawal</interface>
- and <interface>deposit</interface>. (See the
- <link linkend="acc-terminology">accounting
- Terminology note</link> in this chapter for more information on
- debits and credits.)</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Default Currency</guilabel> - This item determines
- which currency will be selected by default when creating new
- accounts.</para>
-
- <itemizedlist>
- <listitem>
- <para><guilabel>Locale</guilabel> - Use the system locale currency for
- all newly created accounts.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Choose</guilabel> - specify the
- currency to use, independent of your system
- settings.</para>
- </listitem>
- </itemizedlist>
- </listitem>
- </itemizedlist>
- </sect2>
-
- <sect2 id="prefs-biz">
- <title>Business</title>
-
- <para>In <guilabel>Business</guilabel>, you will see the default
- settings shown here:</para>
-
- <screenshot id="Prefer_Business">
- <mediaobject>
- <imageobject>
- <imagedata fileref="figures/basics_Preferences_Business.png" format="PNG"
- srccredit="Cristian Marchi" ></imagedata>
- </imageobject>
-
- <textobject>
- <phrase><application>&app;</application> Preferences - Business</phrase>
- </textobject>
-
- <caption>
- <para>This image shows the <guilabel>Preferences -
- Business</guilabel> tab</para>
- </caption>
- </mediaobject>
- </screenshot>
-
- <itemizedlist>
- <listitem>
- <para><guilabel>Invoices</guilabel></para>
- <itemizedlist>
- <listitem>
- <para><guilabel>Open in new window</guilabel> - If checked, each
- invoice will be opened in its own top level window. If clear, the
- invoice will be opened in the current window.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Accumulate splits on post</guilabel> - Whether
- multiple entries in an invoice which transfer to the same account
- should be accumulated into a single split by default.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Number of rows</guilabel> - Default number of
- register rows to display in invoices.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Tax Included</guilabel> - Whether tax are
- included by default in entries on invoices. This setting is
- inherited by new customers and vendors.</para>
- </listitem>
- </itemizedlist>
- </listitem>
-
- <listitem>
- <para><guilabel>Bills</guilabel></para>
- <itemizedlist>
- <listitem>
- <para><guilabel>Notify when due</guilabel> - Lets you set whether
- you want to be notified at <application>&app;</application> startup
- of when a bill is soon to be due.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Days in advance</guilabel> - How many days in the
- future to warn about bills coming due.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Tax Included</guilabel> - Whether tax are
- included by default in entries on bills. This setting is inherited
- by new customers and vendors.</para>
- </listitem>
- </itemizedlist>
- </listitem>
- </itemizedlist>
-
- </sect2>
-
- <sect2 id="prefs-date-time">
- <title>Date/Time</title>
-
- <para>In <guilabel>Date/Time</guilabel>, you will see the default
- settings shown here:</para>
-
- <screenshot id="Prefer_DateTime">
- <mediaobject>
- <imageobject>
- <imagedata fileref="figures/basics_Preferences_DateTime.png" format="PNG"
- srccredit="Cristian Marchi" ></imagedata>
- </imageobject>
-
- <textobject>
- <phrase><application>&app;</application> Preferences - Date/Time</phrase>
- </textobject>
-
- <caption>
- <para>This image shows the <guilabel>Preferences -
- Date/Time</guilabel> tab</para>
- </caption>
- </mediaobject>
- </screenshot>
-
- <itemizedlist>
- <listitem>
- <para><guilabel>Time Format</guilabel></para>
- <itemizedlist>
- <listitem>
- <para><guilabel>Use 24-hour clock</guilabel> - Lets you specify if you
- want to use 24 or 12 hours time format. That is if 23:00 should be
- represented as 11PM or 23.</para>
- </listitem>
- </itemizedlist>
- </listitem>
-
- <listitem>
- <para><guilabel>Date Format</guilabel> - This option controls the
- appearance of the date (you could see a preview of the date beside any of the choices).
- The available choices are:</para>
- <itemizedlist>
- <listitem>
- <para><guilabel>Locale</guilabel> - Use the date format specified by the system locale.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>US</guilabel> - Use the date format common in the United States.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>UK</guilabel> - Use the date format common in the United Kingdom.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Europe</guilabel> - Use the date format common in continental Europe.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>ISO</guilabel> - Use the date format specified by the ISO-8601 standard.</para>
- </listitem>
- </itemizedlist>
- </listitem>
- </itemizedlist>
- </sect2>
-
- <sect2 id="basics-general2">
- <title>General</title>
-
- <para>In <guilabel>General</guilabel>, you will see the default settings
- shown here:</para>
-
- <screenshot id="Prefer_General">
- <mediaobject>
- <imageobject>
- <imagedata fileref="figures/basics_Preferences_General.png" format="PNG"
- srccredit="Cristian Marchi" ></imagedata>
- </imageobject>
-
- <textobject>
- <phrase><application>&app;</application> Preferences - General</phrase>
- </textobject>
-
- <caption>
- <para>This image shows the <guilabel>Preferences -
- General</guilabel> tab</para>
- </caption>
- </mediaobject>
- </screenshot>
-
- <itemizedlist>
- <listitem>
- <para><guilabel>General</guilabel></para>
- <itemizedlist>
- <listitem>
- <para><guilabel>Display "tip of the Day" screen</guilabel> - This option displays or hides the
- <interface>Tip of the Day</interface> screen when <application>&app;</application> is started.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Show splash screen</guilabel> - With this option you
- can enable or disable the visualization of the startup screen while
- <application>&app;</application> is starting up.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Perform account list setup on new file</guilabel> -
- This option turns off the display of the <interface>New Account
- Hierarchy Setup</interface> assistant when the entry <menuchoice><guimenu>File</guimenu>
- <guimenuitem>New File</guimenuitem></menuchoice> is selected from the
- <application>&app;</application> menu.</para>
- </listitem>
- </itemizedlist>
- </listitem>
-
- <listitem>
- <para><guilabel>Numbers</guilabel></para>
- <itemizedlist>
- <listitem>
- <para><guilabel>Display negative amounts in red</guilabel> - If you
- turn off this option, <application>&app;</application> will display negative numbers in
- black.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Automatic Decimal Point</guilabel> - This option
- will automatically insert a decimal point into numbers you type
- in.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Decimal Places</guilabel> - This field allows you
- to set the number of decimal places to be used.</para>
- </listitem>
- </itemizedlist>
- </listitem>
-
- <listitem>
- <para><guilabel>Files</guilabel></para>
- <note>
- <para>The following options are only relevant for files saved in xml format.</para>
- </note>
- <itemizedlist>
- <listitem>
- <para><guilabel>Compress files</guilabel> - This option determines
- whether the <application>&app;</application> data file will be compressed or not.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Show auto-save confirmation question</guilabel> -
- If this option is enabled, <application>&app;</application> will show you a confirmation screen
- each time the auto-save process is started.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Auto-save time interval</guilabel> -
- This field sets the number of minutes between each automatic saving of the file.
- Set to 0 to disable the auto-save feature.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Retain log files</guilabel> - In this section you could set
- your preferences about the log files using the provided radio buttons.</para>
- <itemizedlist>
- <listitem>
- <para><guilabel>Never</guilabel> - Disable the creation of log files.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>For:</guilabel> - Enter a specific number of days for which keep the files.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Forever</guilabel> - Disable the auto deletion of log files; retains the log file forever.</para>
- </listitem>
- </itemizedlist>
-
- <note>
- <para>See <xref linkend="basics-backuplog2" />
- to gain more information about log files.</para>
- </note>
- </listitem>
- </itemizedlist>
- </listitem>
-
- <listitem>
- <para><guilabel>Search</guilabel></para>
- <itemizedlist>
- <listitem>
- <para><guilabel>New search limit</guilabel> - Defaults to "new
- search" if fewer than this number of items is returned.</para>
- </listitem>
- </itemizedlist>
- </listitem>
- </itemizedlist>
- </sect2>
-
- <sect2 id="prefs-online">
- <title>Online Banking</title>
-
- <para>In <guilabel>Online Banking</guilabel>, you will see the default
- settings shown here:</para>
-
- <screenshot id="Prefer_OnlineBanking">
- <mediaobject>
- <imageobject>
- <imagedata fileref="figures/basics_Preferences_OnlineBanking.png"
- format="PNG" srccredit="Cristian Marchi" ></imagedata>
- </imageobject>
-
- <textobject>
- <phrase><application>&app;</application> Preferences - Online Banking</phrase>
- </textobject>
-
- <caption>
- <para>This image shows the <guilabel>Preferences - Online
- Banking</guilabel> tab</para>
- </caption>
- </mediaobject>
- </screenshot>
-
- <itemizedlist>
- <listitem>
- <para><guilabel>QIF Import</guilabel></para>
- <itemizedlist>
- <listitem>
- <para><guilabel>Show documentation</guilabel> - The first time you
- use the QIF importer you may
- notice that the importer has detailed instructions on how to import
- a file. Once you have become familiar with using the importer, you
- might want to turn off this option. Turning off the option gives you
- less detail in the importer screens.</para>
- </listitem>
- </itemizedlist>
- </listitem>
-
- <listitem>
- <para><guilabel>Generic Importer</guilabel></para>
- <itemizedlist>
- <listitem>
- <para><guilabel>Use Bayesian matching</guilabel> - Use Bayesian
- algorithms to match new transactions with existing accounts.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Match display threshold</guilabel> - The minimal
- score a potential match must have to be displayed in the match
- list.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Auto-add threshold</guilabel> - A transaction whose
- best match's score is in the red zone (above display threshold, but
- below or equal to Auto-add threshold) will be added by
- default.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Auto-clear threshold</guilabel> - A transaction
- whose best match's score is in the green zone (above or equal to
- Auto-clear threshold) will be cleared by default.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Commercial ATM fees threshold</guilabel> -
- In some places commercial ATMs (not
- belonging to a financial institution) are installed in places like convenience
- store. These ATM add its fee directly to the amount instead of showing up as a
- separate transaction or in your monthly banking fees. For example, you withdraw
- $100, and you are charged $101.50 plus Interac fees. If you manually entered
- that $100, the amounts won't match. You should set this to whatever is the
- maximum such fee in your area (in units of your local currency), so the
- transaction will be recognized as a match by
- <application>&app;</application>.</para>
- </listitem>
- </itemizedlist>
- </listitem>
-
- <listitem>
- <para><guilabel>Online Banking</guilabel></para>
- <itemizedlist>
- <listitem>
- <para><guilabel>Remember PIN</guilabel> - Enable this option if you
- want <application>&app;</application> to remember the PIN you
- enter for online banking authentication.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Verbose debug messages</guilabel> - Enable this option if you
- want <application>&app;</application> to show more information about the online
- banking operations.</para>
- </listitem>
- </itemizedlist>
- </listitem>
- </itemizedlist>
- </sect2>
-
- <sect2 id="prefs-printing">
- <title>Printing</title>
- <para>
- In this tab you could set some options that affects the printing on paper of checks.
- </para>
-
- <para>In <guilabel>Printing</guilabel>, you will see the default
- settings shown here:</para>
-
- <screenshot id="Prefer_Printing">
- <mediaobject>
- <imageobject>
- <imagedata fileref="figures/basics_Preferences_Printing.png"
- format="PNG" srccredit="Cristian Marchi" ></imagedata>
- </imageobject>
-
- <textobject>
- <phrase><application>&app;</application> Preferences - Printing</phrase>
- </textobject>
-
- <caption>
- <para>This image shows the <guilabel>Preferences -
- Printing</guilabel> tab</para>
- </caption>
- </mediaobject>
- </screenshot>
-
- <itemizedlist>
- <listitem>
- <para><guilabel>Print date format</guilabel> - Enable this option
- if you want to print on the check, below the actual date, its format in 8 point type.
- </para>
- </listitem>
-
- <listitem>
- <para><guilabel>Print blocking chars</guilabel> - Enable this option to print
- a series of three asterisks before and after each text field in the check.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Default font:</guilabel> - Click the button on the left to open
- a <interface>Pick a Font</interface> screen in which you can customize the font
- that will be used to print checks.</para>
- </listitem>
- </itemizedlist>
- </sect2>
-
- <sect2 id="prefs-reg">
- <title>Register</title>
-
- <para>In <guilabel>Register</guilabel>, you will see the default
- settings shown here:</para>
-
- <screenshot id="Prefer_Register">
- <mediaobject>
- <imageobject>
- <imagedata fileref="figures/basics_Preferences_Register.png"
- format="PNG" srccredit="Cristian Marchi" ></imagedata>
- </imageobject>
-
- <textobject>
- <phrase><application>&app;</application> Preferences - Register</phrase>
- </textobject>
-
- <caption>
- <para>This image shows the <guilabel>Preferences -
- Register</guilabel> tab</para>
- </caption>
- </mediaobject>
- </screenshot>
-
- <itemizedlist>
- <listitem>
- <para><guilabel>Actions</guilabel></para>
- <itemizedlist>
- <listitem>
- <para><guilabel>'Enter' moves to blank transaction</guilabel> - If
- selected, move the cursor to the blank transaction at the end of the register
- after the user presses the <keycap>Enter</keycap> key. Otherwise the cursor will be moved
- down one row.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Auto-raise lists</guilabel> - If selected, all lists
- will automatically be expanded when input focus is in the list
- field.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Tab order includes Transfer on Memorised Transaction</guilabel> -
- If selected, when the transaction is auto filled, pressing the
- <keycap>Tab</keycap> key in the register the cursor's jump
- will include the <guilabel>Transfer</guilabel> field.</para>
- </listitem>
- </itemizedlist>
- </listitem>
-
- <listitem>
- <para><guilabel>Reconciling</guilabel></para>
- <itemizedlist>
- <listitem>
- <para><guilabel>Check cleared transactions</guilabel> - If selected,
- automatically check off cleared transactions when
- reconciling.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Automatic interest transfer</guilabel> - If
- selected, prior to reconciling an account which charges or pays
- interest, prompt the user to enter a transaction for the interest
- charge or payment. Currently only enabled for Bank, Credit, Mutual,
- Asset, Receivable, Payable, and Liability accounts.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Automatic credit card payments</guilabel> - If
- selected, after reconciling a credit card statement, prompt the user
- to enter a credit card payment.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Always reconcile to today</guilabel> - If
- selected, always open the reconcile screen with today's date for
- statement date, regardless of previous reconciliation.</para>
- </listitem>
- </itemizedlist>
- </listitem>
-
- <listitem>
- <para><guilabel>Graphics</guilabel></para>
- <itemizedlist>
-
- <listitem>
- <para><guilabel>Use system theme colors</guilabel> - If selected,
- the system color theme will be applied to register windows. Otherwise
- the original <application>&app;</application> register color will be used.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Double mode colors alternate with
- transactions</guilabel> - If selected, configures the register
- window to alternate between the primary and secondary colors with
- each transaction, instead of each row.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Draw horizontal lines between rows</guilabel> - If
- selected, <application>&app;</application> will draw a horizontal line between each
- row.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Draw vertical lines between columns</guilabel> - If
- selected, <application>&app;</application> will draw a vertical line between the cells in
- each row.</para>
- </listitem>
- </itemizedlist>
- </listitem>
- </itemizedlist>
- </sect2>
-
- <sect2 id="prefs-reg-def">
- <title>Register Defaults</title>
-
- <para>The <guilabel>Register Defaults</guilabel> preferences item
- affects the behavior of the transaction register windows. More
- information about the transaction register can be found in
- <xref linkend="txns-registers1"></xref> of this guide.</para>
-
- <para>In <guilabel>Register</guilabel>, you will see the default
- settings shown here:</para>
-
- <screenshot id="Prefer_RegisterDefaults">
- <mediaobject>
- <imageobject>
- <imagedata fileref="figures/basics_Preferences_RegisterDefaults.png"
- format="PNG" srccredit="Cristian Marchi" ></imagedata>
- </imageobject>
-
- <textobject>
- <phrase><application>&app;</application> Preferences - Register Defaults</phrase>
- </textobject>
-
- <caption>
- <para>This image shows the <guilabel>Preferences - Register
- Defaults</guilabel> tab</para>
- </caption>
- </mediaobject>
- </screenshot>
- <itemizedlist>
- <listitem>
- <para><guilabel>Default Style</guilabel></para>
- <para>Here you can choose from 3
- different styles for register windows:
- <itemizedlist>
- <listitem>
- <para><guilabel>Basic ledger</guilabel> - Show all transactions on one line. (Two in double line
- mode.)</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Auto-split ledger</guilabel> - Automatically expand the current transaction to show
- all splits. All other transactions are shown on one line. (Two in double line
- mode.)</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Transaction journal</guilabel> - All transactions are expanded to show all splits.
- </para>
- </listitem>
- </itemizedlist>
- </para>
- </listitem>
-
- <listitem>
- <para><guilabel>Other Defaults</guilabel></para>
- <itemizedlist>
- <listitem>
- <para><guilabel>Register opens in a new window</guilabel> - If
- selected, Register will be in a separate window instead of in a
- tab.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Double Line Mode</guilabel> - If selected, show two
- lines of information for each transaction instead of one.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Only display leaf account names</guilabel> - If selected, only the name of the leaf
- accounts will be displayed in the <guilabel>Account</guilabel> selection popup.
- The default behavoir is to display the full account name including the path in the account tree.</para>
- <warning>
- <para>
- Enabling this option implies that you use unique leaf account names.
- </para>
- </warning>
- </listitem>
-
- <listitem>
- <para><guilabel>Number of transactions</guilabel> - How many
- transactions to show in a register. Set to 0 to show all transactions.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Number of rows</guilabel> - How many rows to display
- when the register is created.</para>
- </listitem>
- </itemizedlist>
- </listitem>
- </itemizedlist>
- </sect2>
-
- <sect2 id="prefs-reports">
- <title>Reports</title>
- <para>The <guilabel>Reports</guilabel> preferences item affects the
- behavior of the reports window.</para>
-
- <para>In <guilabel>Reports</guilabel>, you will see the default settings
- shown here:</para>
-
- <screenshot id="Prefer_Reports">
- <mediaobject>
- <imageobject>
- <imagedata fileref="figures/basics_Preferences_Reports.png"
- format="PNG" srccredit="Cristian Marchi" ></imagedata>
- </imageobject>
-
- <textobject>
- <phrase><application>&app;</application> Preferences - Reports</phrase>
- </textobject>
-
- <caption>
- <para>This image shows the <guilabel>Preferences -
- Reports</guilabel> tab</para>
- </caption>
- </mediaobject>
- </screenshot>
-
- <itemizedlist>
- <listitem>
- <para><guilabel>Default Report Currency</guilabel> - This item
- determines which currency will be used by default when creating
- reports. You can choose:</para>
- <itemizedlist>
- <listitem>
- <para><guilabel>Locale</guilabel> - Use the system locale currency for all
- newly created reports.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Choose</guilabel> - Use the specified currency for all
- newly created reports.</para>
- </listitem>
- </itemizedlist>
- </listitem>
-
- <listitem>
- <para><guilabel>Location</guilabel></para>
- <itemizedlist>
- <listitem>
- <para><guilabel>Report opens in a new window</guilabel> - if you select this option, the
- reports will open up in a new window, instead of in a tab.</para>
- </listitem>
- </itemizedlist>
- </listitem>
- </itemizedlist>
- </sect2>
-
- <sect2 id="prefs-sched">
- <title>Scheduled Transactions</title>
- <para>The <guilabel>Scheduled Transactions</guilabel> preferences item
- affects the behavior of <application>&app;</application> for scheduling transactions. More
- information about scheduled transactions can be found in
- <xref linkend="txns-sxn1"></xref> of this guide.</para>
-
- <para>In <guilabel>Scheduled Transactions</guilabel>, you will see the
- default settings shown here:</para>
-
- <screenshot id="Prefer_ScheduledTransactions">
- <mediaobject>
- <imageobject>
- <imagedata fileref="figures/basics_Preferences_ScheduledTransactions.png"
- format="PNG" srccredit="Cristian Marchi" ></imagedata>
- </imageobject>
-
- <textobject>
- <phrase><application>&app;</application> Preferences - Scheduled Transactions</phrase>
- </textobject>
-
- <caption>
- <para>This image shows the <guilabel>Preferences - Scheduled
- Transactions</guilabel> tab</para>
- </caption>
- </mediaobject>
- </screenshot>
-
- <itemizedlist>
- <listitem>
- <para><guilabel>Since Last Run Dialog</guilabel></para>
- <itemizedlist>
- <listitem>
- <para><guilabel>Run when data file opened</guilabel> - If selected,
- the <interface>Since-Last-Run</interface> window will appear on <application>&app;</application> start-up (or
- rather when <application>&app;</application> opens the file).
- </para>
- </listitem>
- </itemizedlist>
- </listitem>
-
- <listitem>
- <para><guilabel>Transaction Editor Defaults</guilabel></para>
- <itemizedlist>
- <listitem>
- <para><guilabel>Auto-Create new transactions</guilabel> - If
- selected, new scheduled transactions will automatically be entered
- into the register. If the auto-create option is enabled, you could also check
- <guilabel>Notify before transactions are created</guilabel> so that you will be
- able to confirm creating the transactions.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Create in advance, days</guilabel> - The default
- number of days in advance to create the registered scheduled
- transactions.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Remind in advance, days</guilabel> - The default
- number of days in advance to remind on new scheduled
- transactions.</para>
- </listitem>
- </itemizedlist>
- </listitem>
- </itemizedlist>
- </sect2>
-
- <sect2 id="prefs-window">
- <title>Windows</title>
-
- <para>In <guilabel>Windows</guilabel>, you will see the default settings
- shown here:</para>
-
- <screenshot id="Prefer_Windows">
- <mediaobject>
- <imageobject>
- <imagedata fileref="figures/basics_Preferences_Windows.png"
- format="PNG" srccredit="Cristian Marchi" ></imagedata>
- </imageobject>
-
- <textobject>
- <phrase><application>&app;</application> Preferences - Windows</phrase>
- </textobject>
-
- <caption>
- <para>This image shows the <guilabel>Preferences -
- Windows</guilabel> tab</para>
- </caption>
- </mediaobject>
- </screenshot>
-
- <itemizedlist>
- <listitem>
- <para><guilabel>Window Geometry</guilabel></para>
- <itemizedlist>
- <listitem>
- <para><guilabel>Save window size and position</guilabel> - If
- selected, next time <application>&app;</application> starts will re-use the windows size
- and position configured in the last run.</para>
- </listitem>
- </itemizedlist>
- </listitem>
-
- <listitem>
- <para><guilabel>Toolbar style</guilabel></para>
- <para>You can choose from five different styles for the toolbar:</para>
- <itemizedlist>
- <listitem>
- <para><guilabel>Use system default</guilabel> (default) - Use the system setting
- for displaying toolbar items.
- </para>
- </listitem>
-
- <listitem>
- <para><guilabel>Text below icons</guilabel> - Display toolbar items with the text label below the icon.
- Labels are shown for all items.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Text beside icons</guilabel> - Display toolbar items with the text label
- beside the icon. Labels are only shown for the most important items.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Icons only</guilabel> - Display toolbar items as icons only.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Text only</guilabel> - Display toolbar items as text only.</para>
- </listitem>
- </itemizedlist>
- </listitem>
-
- <listitem>
- <para><guilabel>Tabs</guilabel></para>
- <itemizedlist>
- <listitem>
- <para><guilabel>Show close button on notebook tabs</guilabel> - Adds
- a small close icon on each tab, to make it easier to close the
- various tabs.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Bring the most recent tab to the front</guilabel> - If
- selected, the newly created tab will be shown over the other tabs.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Width:</guilabel> - The width of tab label
- expressed in characters.</para>
- </listitem>
- </itemizedlist>
- </listitem>
-
- <listitem>
- <para><guilabel>Tab Position</guilabel></para>
- <para>Position the tabs at the
- <guilabel>Top</guilabel> (default), <guilabel>Bottom</guilabel>,
- <guilabel>Left</guilabel> or <guilabel>Right</guilabel>.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Summary Bar Position</guilabel></para>
- <para>Position the Summary Bar at the
- <guilabel>Top</guilabel> or at the <guilabel>Bottom</guilabel> (default) of
- the <application>&app;</application> main window.</para>
- </listitem>
- </itemizedlist>
- </sect2>
- </sect1>
-
<sect1 id="basics-help1">
<title>Getting Help</title>
@@ -1985,7 +869,7 @@
developers and users, and you can search the <ulink
url="https://lists.gnucash.org/cgi-bin/namazu.cgi"><citetitle>archives
of <application>&app;</application> mailing lists</citetitle></ulink> for discussions on a
- particular topic. If you don't find the answers you are looking for, you
+ particular topic. If you don’t find the answers you are looking for, you
can post your question to the <ulink
url="https://lists.gnucash.org/mailman/listinfo/gnucash-user"><citetitle>&app;
user list</citetitle></ulink>, and someone on the list will attempt to
@@ -2077,8 +961,9 @@
<note>
<para>As it is very important to save your data frequently to avoid loosing them for whatever reason,
<application>&app;</application> is able to automatically save the opened file every a certain amount of time.
- This interval can be set in the <link linkend="basics-general2">General</link> tab under
- <interface>Preferences</interface>. Keep in mind that this option is relevant only if you are saving in xml format.
+ This interval can be set in the <guilabel>General</guilabel> tab under
+ <menuchoice><guimenu>Edit</guimenu><guimenuitem>Preferences</guimenuitem></menuchoice>.
+ Keep in mind that this option is relevant only if you are saving in <acronym>XML</acronym> format.
If you are working with a database the <guibutton>Save</guibutton> button and the <guimenuitem>Save</guimenuitem>
menu entry will be grayed out because changes are stored right away.</para>
</note>
@@ -2086,21 +971,14 @@
<para>To open an existing file, select <menuchoice><guimenu>File</guimenu>
<guimenuitem>Open</guimenuitem></menuchoice> from the menu and choose your file from the list.</para>
- <sect2 id="basics-file-ext2">
- <title>The <filename>.gnucash</filename> Extension</title>
-
- <para><application>&app;</application> stores its data with the
- extension <filename>.gnucash</filename>.</para>
-
- <para>The <filename>.gnucash</filename> extension was chosen as the
- default during development of the 2.3 unstable series of
- <application>&app;</application>. For already existing files, the
- extension will never be changed. So if you open an existing file
- named <filename>Myoldfile</filename>, that name won't be changed if
- the file is saved. You might use the <guimenuitem>Save
- As...</guimenuitem> command and give the file a new name in order to
- have it saved with the extension
- <filename>.gnucash</filename>.</para>
+ <para><application>&app;</application> stores its data with the extension <filename>.gnucash</filename>.</para>
+ <note>
+ <para>The <filename>.gnucash</filename> extension was introduced in the 2.3 series of <application>&app;</application>.
+ For already existing files, the extension will never be changed. So if you open an existing file named
+ <filename>Myoldfile</filename>, that name won’t be changed if the file is saved. You might use the
+ <guimenuitem>Save As...</guimenuitem> command and give the file a new name in order to have it saved with the
+ extension <filename>.gnucash</filename>.</para>
+ </note>
<para>If you name your <application>&app;</application> file to <filename>MyBudget</filename>, the actual file name
will be <filename>MyBudget.gnucash</filename></para>
@@ -2109,7 +987,6 @@
the file name. Per the above example, it is enough to only specify
<filename>MyBudget</filename> as the filename.</para>
</note>
- </sect2>
</sect1>
<sect1 id="basics-import1">
@@ -2132,7 +1009,7 @@
Format), you must first export your data to a QIF file. One way to do this
is to export each account as a separate QIF file. An easier way, available
in <trademark class="registered">Quicken</trademark> 98 and beyond, is to
- export all accounts at once into a single QIF file. Check your program's
+ export all accounts at once into a single QIF file. Check your program’s
manual to determine if this option is available.</para>
<para>Once your data is in QIF form, follow the easy 3-step import process
@@ -2212,7 +1089,7 @@
for imported accounts and click <guibutton>Forward</guibutton> to
continue. If you have stocks, mutual funds, or other securities, you
will be prompted for additional information. The importer screen will
- ask for the exchange or listing (i.e. NASDAQ), the security's full
+ ask for the exchange or listing (i.e. NASDAQ), the security’s full
name, and the ticker symbol. If you do not have this information
handy, you can edit the account information later, once the import is
complete. Click <guibutton>Forward</guibutton> to continue.</para>
@@ -2275,12 +1152,10 @@
name.</para>
<note>
- <para>Remember from <xref linkend="basics-file-ext2"/> that the
- default <application>&app;</application> file extension is
- <filename>.gnucash</filename>. So if you upgrade from the 2.2
- series to the 2.4 series, you may end up with both
- <filename>.xac</filename> and <filename>.gnucash</filename> backup
- files in your directory.</para>
+ <para><application>&app;</application> 2.4 onwards creates backup files with the extension
+ <filename>.gnucash</filename> instead of the old extension <filename>.xac</filename>.
+ So if you upgrade from the 2.2 series to the 2.4 series, you may end up with both <filename>.xac</filename>
+ and <filename>.gnucash</filename> backup files in your directory.</para>
</note>
</sect2>
@@ -2350,7 +1225,7 @@
<title>File Management</title>
<para>So which files should you keep around? Keep your main data file,
- of course - data files have the extension <filename>.gnucash</filename>. It's a
+ of course - data files have the extension <filename>.gnucash</filename>. It’s a
good idea to keep some of the more recent <filename>.xac</filename> files, but you can safely
delete the <filename>.log</filename> files since they are not complete copies of your data.
You should also delete any <filename>.LCK</filename> and <filename>.LNK</filename> files that you see after
@@ -2361,7 +1236,8 @@
<note>
<para><application>&app;</application> will automatically delete any <filename>.xac</filename>, <filename>.log</filename>
files that are older than 30 days. You can change this behavior in the <application>&app;</application>
- preferences under the <link linkend="basics-general2">General</link> tab.</para>
+ preferences in the <guilabel>General</guilabel> tab under <menuchoice><guimenu>Edit</guimenu>
+ <guimenuitem>Preferences</guimenuitem></menuchoice>.</para>
</note>
</sect2>
@@ -2379,11 +1255,11 @@
to save your file for easy access.</para>
</note>
- <para>Let's get started!</para>
+ <para>Let’s get started!</para>
<orderedlist>
<listitem>
- <para>First, let's create a file to store your real data. Open <application>&app;</application>
+ <para>First, let’s create a file to store your real data. Open <application>&app;</application>
and go through the <interface>New Account Hierarchy Setup</interface>
screen. You will create a file and accounts to be used for your home
finances, so choose the accounts that pertain to you. If you are not
@@ -2454,7 +1330,7 @@
</listitem>
<listitem>
- <para>If you plan to import QIF data from another program, let's try a
+ <para>If you plan to import QIF data from another program, let’s try a
practice file first. (If not, skip to the next chapter on account
setup (<xref linkend="chapter_accts"></xref>.)</para>
Modified: gnucash-docs/trunk/guide/C/ch_currency.xml
===================================================================
--- gnucash-docs/trunk/guide/C/ch_currency.xml 2010-10-31 03:37:19 UTC (rev 19736)
+++ gnucash-docs/trunk/guide/C/ch_currency.xml 2010-10-31 17:15:51 UTC (rev 19737)
@@ -130,25 +130,24 @@
<itemizedlist>
<listitem>
- <para>Default currency you want the newly created registers to
- have</para>
+ <para><guilabel>Default Currency</guilabel> for accounts in the <guilabel>Accounts</guilabel> tab
+ under <menuchoice><guimenu>Edit</guimenu><guimenuitem>Preferences</guimenuitem></menuchoice></para>
</listitem>
<listitem>
- <para>Default currency for the reports</para>
+ <para><guilabel>Default Report Currency</guilabel> in the <guilabel>Reports</guilabel> tab
+ under <menuchoice><guimenu>Edit</guimenu><guimenuitem>Preferences</guimenuitem></menuchoice></para>
</listitem>
<listitem>
- <para>Date and Time formats</para>
+ <para><guilabel>Time Format</guilabel> and <guilabel>Date Format</guilabel> in the <guilabel>Date/Time</guilabel> tab
+ under <menuchoice><guimenu>Edit</guimenu><guimenuitem>Preferences</guimenuitem></menuchoice></para>
</listitem>
- <listitem>
- <para>Euro support</para>
- </listitem>
</itemizedlist>
- <para>For a full explanation of the International Preferences available,
- see <xref linkend="basics-prefs1" /></para>
+ <para>For a full explanation of the International preferences available,
+ see the <application>&app;</application> Help Manual.</para>
</sect1>
<sect1 id="currency_howto1">
Deleted: gnucash-docs/trunk/guide/C/figures/basics_Preferences_AccountingPeriod.png
===================================================================
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Deleted: gnucash-docs/trunk/guide/C/figures/basics_Preferences_Accounts.png
===================================================================
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Deleted: gnucash-docs/trunk/guide/C/figures/basics_Preferences_Business.png
===================================================================
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Deleted: gnucash-docs/trunk/guide/C/figures/basics_Preferences_DateTime.png
===================================================================
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Deleted: gnucash-docs/trunk/guide/C/figures/basics_Preferences_General.png
===================================================================
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Deleted: gnucash-docs/trunk/guide/C/figures/basics_Preferences_OnlineBanking.png
===================================================================
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Deleted: gnucash-docs/trunk/guide/C/figures/basics_Preferences_Printing.png
===================================================================
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Deleted: gnucash-docs/trunk/guide/C/figures/basics_Preferences_Register.png
===================================================================
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Deleted: gnucash-docs/trunk/guide/C/figures/basics_Preferences_RegisterDefaults.png
===================================================================
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Deleted: gnucash-docs/trunk/guide/C/figures/basics_Preferences_Reports.png
===================================================================
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Deleted: gnucash-docs/trunk/guide/C/figures/basics_Preferences_ScheduledTransactions.png
===================================================================
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Deleted: gnucash-docs/trunk/guide/C/figures/basics_Preferences_Windows.png
===================================================================
(Binary files differ)
Modified: gnucash-docs/trunk/help/C/Help_ch_Customize.xml
===================================================================
--- gnucash-docs/trunk/help/C/Help_ch_Customize.xml 2010-10-31 03:37:19 UTC (rev 19736)
+++ gnucash-docs/trunk/help/C/Help_ch_Customize.xml 2010-10-31 17:15:51 UTC (rev 19737)
@@ -24,16 +24,17 @@
<sect1 id="account-options">
<title>Account Display Options</title>
- <para>The View -> Filter By ... is used to set/modify the view of the Account Tree
- Window. The "Accounts" tab of this form allows the selection of the types of accounts
+ <para>The <menuchoice><guimenu>View</guimenu> <guimenuitem>Filter By ...</guimenuitem></menuchoice>
+ is used to set or modify the view of the account tree
+ window. The <guilabel>Accounts</guilabel> tab of this form allows the selection of the types of accounts
to display. These selections effect the view on each specific open window of the account
tree.
</para>
- <para>The "Other" Tab allows enabling/disabling of the options; Show Hidden accounts,
+ <para>The <guilabel>Other</guilabel> tab allows enabling/disabling of the options; Show Hidden accounts,
Show zero total accounts.</para>
- <para>The Account Tree window, by default, only shows the quantity of each commodity
+ <para>The account tree window, by default, only shows the quantity of each commodity
that you own, under the column heading <guilabel>Total</guilabel>. Often, however,
you may want to display other values. This is easily accomplished by clicking on the
title bar <guibutton>Options</guibutton> button (the small down pointing arrow on the
@@ -42,127 +43,128 @@
</para>
</sect1>
+
+ <sect1 id="set-prefs">
+ <title>Setting Preferences</title>
- <sect1 id="set-prefs">
- <title>Setting Your Preferences</title>
+ <para>The <guilabel>&app; Preferences</guilabel> window allows you to customize your <application>&app;</application>
+ session by setting several options. From the <application>&app;</application> menu
+ select <menuchoice><guimenu>Edit</guimenu><guimenuitem>Preferences</guimenuitem></menuchoice>.
+ The <guilabel>&app; Preferences</guilabel> window will open.
+ Using the tabs on the left make your desired changes.</para>
+ <tip>
+ <para>Pausing the cursor for a couple of seconds over options in these windows
+ will display a tooltip with in-depth information on the choice.</para>
+ </tip>
+ <note>
+ <para>The changes you made will be applied directly.</para>
+ </note>
+ <para>To close the <guilabel>&app; Preferences</guilabel> window press the
+ <guibutton>Close</guibutton> button.</para>
- <para>Pausing the cursor for a couple of seconds, over options in these windows
- will display in-depth information on the choice.</para>
- <para>The <application>&app;</application> Preferences window contains the following
- options;</para>
+ <para>The <guilabel>&app; Preferences</guilabel> window contains the following
+ tabs.</para>
<itemizedlist>
<listitem>
- <para><guilabel>Accounting Period</guilabel> - <xref
+ <para><guilabel>Accounting Period</guilabel> — <xref
linkend="prefs-accounting-period"></xref></para>
</listitem>
<listitem>
- <para><guilabel>Account</guilabel> - <xref
+ <para><guilabel>Account</guilabel> — <xref
linkend="prefs-accounts"></xref></para>
</listitem>
<listitem>
- <para><guilabel>Business</guilabel> - <xref
+ <para><guilabel>Business</guilabel> — <xref
linkend="prefs-biz"></xref></para>
</listitem>
<listitem>
- <para><guilabel>Date/Time</guilabel> - <xref
+ <para><guilabel>Date/Time</guilabel> — <xref
linkend="prefs-date-time"></xref></para>
</listitem>
<listitem>
- <para><guilabel>General</guilabel> - <xref
+ <para><guilabel>General</guilabel> — <xref
linkend="prefs-general"></xref></para>
</listitem>
<listitem>
- <para><guilabel>On-line Banking</guilabel> - <xref linkend="prefs-online"></xref>
- </para>
+ <para><guilabel>On-line Banking</guilabel> — <xref
+ linkend="prefs-online"></xref></para>
</listitem>
<listitem>
- <para><guilabel>Register</guilabel> - <xref
+ <para><guilabel>Printing</guilabel> — <xref
+ linkend="prefs-printing"></xref></para>
+ </listitem>
+
+ <listitem>
+ <para><guilabel>Register</guilabel> — <xref
linkend="prefs-reg"></xref></para>
</listitem>
<listitem>
- <para><guilabel>Register Default</guilabel> - <xref
+ <para><guilabel>Register Default</guilabel> — <xref
linkend="prefs-reg-def"></xref></para>
</listitem>
<listitem>
- <para><guilabel>Reports</guilabel> - <xref
+ <para><guilabel>Reports</guilabel> — <xref
linkend="prefs-reports"></xref></para>
</listitem>
<listitem>
- <para><guilabel>Scheduled Transactions</guilabel> - <xref
+ <para><guilabel>Scheduled Transactions</guilabel> — <xref
linkend="prefs-sched"></xref></para>
</listitem>
<listitem>
- <para><guilabel>Windows</guilabel> - <xref
+ <para><guilabel>Windows</guilabel> — <xref
linkend="prefs-window"></xref></para>
</listitem>
</itemizedlist>
- <sect2 id="prefs-accounting-period">
- <title>Accounting Period</title>
+ <sect2 id="prefs-accounting-period">
+ <title>Accounting Period</title>
- <figure>
- <title>The "Accounting Period Preferences" Window.</title>
+ <para>In <guilabel>Accounting Period</guilabel>, you will see the
+ default settings shown here:</para>
+
<screenshot id="Prefer_Accounting-Period">
<mediaobject>
<imageobject>
<imagedata fileref="figures/Help_Pref_AccntPeriod.png" format="PNG"
- srccredit="Dave Herman" ></imagedata>
+ srccredit="Cristian Marchi" ></imagedata>
</imageobject>
<textobject>
- <phrase>Accounting Period Preferences screen</phrase>
+ <phrase><application>&app;</application> Preferences — Accounting Period</phrase>
</textobject>
- <caption><para>This is an screen image of the "Accounting Period Preferences"
- windows.</para>
+
+ <caption>
+ <para>This image shows the <guilabel>Preferences — Accounting
+ Period</guilabel> tab</para>
</caption>
</mediaobject>
- </screenshot>
- </figure>
+ </screenshot>
- <para>This section defines the following preferences;</para>
+ <itemizedlist>
- <itemizedlist mark="space">
<listitem>
- <para><guilabel>Summary Bar Content</guilabel> - check-boxes to
- include/exclude; Grand Totals, and Non-Currency totals.</para>
-
+ <para><guilabel>Start Date</guilabel> — This item sets the accounting period’s start date.</para>
<itemizedlist>
<listitem>
- <para>Grand Totals: If checked, show a grand total of all accounts converted to
- the default report currency.</para>
- </listitem>
-
- <listitem>
- <para>Non-Currency: If checked, non-currency commodities will be shown in the
- summary bar. If clear, only currencies will be shown.</para>
- </listitem>
- </itemizedlist>
- </listitem>
-
- <listitem>
- <para><guilabel>Start Date</guilabel> - specify the beginning of the
- accounting period.</para>
- <itemizedlist>
- <listitem>
- <para>Relative: Use the specified relative starting date for profit/loss
+ <para><guilabel>Relative</guilabel> — Use the specified relative starting date for profit/loss
calculations. Also use this date for net assets calculations. Relative defines
- start by; today or start of current/previous year, quarter, month.</para>
+ start by today or start of current/previous year, quarter, month.</para>
</listitem>
<listitem>
- <para>Absolute - Use the specified absolute starting date for profit/loss
+ <para><guilabel>Absolute</guilabel> — Use the specified absolute starting date for profit/loss
calculations. Also use this date for net assets calculations.</para>
</listitem>
</itemizedlist>
@@ -170,704 +172,982 @@
</listitem>
<listitem>
- <para><guilabel>End Date</guilabel> - specify the ending of the
- accounting period.</para>
+ <para><guilabel>End Date</guilabel> — This item sets the accounting period’s end date.</para>
<itemizedlist>
<listitem>
- <para>Relative: Use the specified relative ending date for profit/loss
+ <para><guilabel>Relative</guilabel> — Use the specified relative ending date for profit/loss
calculations. Also use this date for net assets calculations.</para>
</listitem>
<listitem>
- <para>Absolute - Use the specified absolute ending date for profit/loss
+ <para><guilabel>Absolute</guilabel> — Use the specified absolute ending date for profit/loss
calculations. Also use this date for net assets calculations.</para>
</listitem>
</itemizedlist>
</listitem>
- </itemizedlist>
- </sect2>
+ <listitem>
+ <para><guilabel>Summarybar content</guilabel></para>
+ <itemizedlist>
+ <listitem>
+ <para><guilabel>Include grand total</guilabel> — If checked, show in the Summarybar a grand total of all
+ accounts converted to the default currency.</para>
+ </listitem>
- <sect2 id="prefs-accounts">
- <title>Accounts</title>
+ <listitem>
+ <para><guilabel>Include non-currency totals</guilabel> — if this
+ option is selected, <application>&app;</application> will include in the Summarybar a total
+ for non-currency items (for instance number of shares).</para>
+ </listitem>
+ </itemizedlist>
+ </listitem>
- <figure>
- <title>The "Account Preferences" Window.</title>
+ </itemizedlist>
+ </sect2>
+
+ <sect2 id="prefs-accounts">
+ <title>Accounts</title>
+
+ <para>In <guilabel>Accounts</guilabel>, you will see the default
+ settings shown here:</para>
+
<screenshot id="Prefer_Accounts">
<mediaobject>
<imageobject>
<imagedata fileref="figures/Help_Pref_Accnts.png" format="PNG"
- srccredit="Dave Herman" ></imagedata>
+ srccredit="Cristian Marchi" ></imagedata>
</imageobject>
-
+
<textobject>
- <phrase>Account Preferences screen</phrase>
+ <phrase><application>&app;</application> Preferences — Accounts</phrase>
</textobject>
- <caption><para>This is an screen image of the "Account Preferences" windows.</para>
+
+ <caption>
+ <para>This image shows the <guilabel>Preferences —
+ Accounts</guilabel> tab</para>
</caption>
</mediaobject>
- </screenshot>
- </figure>
+ </screenshot>
- <para>This section contains the following preferences;</para>
+ <itemizedlist>
+ <listitem>
+ <para><guilabel>Separator Character</guilabel> — The account
+ separator is the character that separates a parent account from its
+ sub-account, for example Utilities:Electric. The default is a
+ <keycap>:</keycap> (Colon), but you can also select
+ <keycap>/</keycap> (Slash),
+ <keycap>\</keycap> (Backslash), <keycap>—</keycap> (Dash)
+ or <keycap>.</keycap> (Period), or any Unicode character
+ that isn’t a letter or a number.</para>
+ </listitem>
- <itemizedlist>
- <listitem>
- <para><guilabel>Separator Character:</guilabel> This option is used to
- pick a different separator in the register between parent and child accounts.
- IE. The character that will be used between components of an account name.</para>
- <para>A legal value is any single character except letters and numbers, or any of
- the following strings: "colon", "slash", "backslash", "dash" and "period".</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Reversed Balanced Accounts:</guilabel> This option is
- used to choose what type of account have their balances reversed. If the balance
- is normally negative, as in a loan or a credit card then this will make the
- balance positive.</para>
-
- <itemizedlist>
+ <listitem>
+ <para><guilabel>Reverse Balanced accounts</guilabel> — This option
+ lets you determine whether account balances will display as positive
+ or negative numbers:
+ <itemizedlist>
<listitem>
- <para>Income & Expense - Sign reverse balances on income and expense
- accounts.</para>
+ <para><guilabel>Income & Expense</guilabel> assigns a
+ positive credit balance to income account balances and a
+ negative debit balance to expense account balances. See
+ <xref linkend="acct-types"></xref> for more information
+ on these account types.</para>
</listitem>
<listitem>
- <para>Credit - Sign reverse balances on the following: Credit Card, Payable,
- Liability, Equity, and Income.</para>
+ <para><guilabel>Credit accounts</guilabel> (default) displays
+ a positive balance for account types that would normally carry
+ a credit balance (income, credit, liability, equity). See
+ <xref linkend="acct-types"></xref> for more information on
+ these account types.</para>
</listitem>
<listitem>
- <para>None - Don't sign reverse any accounts.</para>
+ <para><guilabel>None</guilabel> shows all credit balances as
+ negative and all debit balances as positive.</para>
</listitem>
- </itemizedlist>
- </listitem>
+ </itemizedlist></para>
+ </listitem>
- <listitem>
- <para><guilabel>Labels:</guilabel> This option is used to turn on
- accounting labels (debit and credit) instead of using terms such as withdrawal
- and deposit. Use only 'debit' and 'credit' instead of informal synonyms.</para>
- </listitem>
+ <listitem>
+ <para><guilabel>Labels</guilabel> — Select this option if you want
+ column headings in the register to refer to <guilabel>debits</guilabel> and
+ <guilabel>credits</guilabel> instead of the default informal headings such
+ as <guilabel>withdrawal</guilabel>
+ and <guilabel>deposit</guilabel>.</para>
+ </listitem>
- <listitem>
- <para><guilabel>Default Currency:</guilabel> This option is used select
- either the locale currency as the default or to select the default from the
- pull-down list.</para>
+ <listitem>
+ <para><guilabel>Default Currency</guilabel> — This item determines
+ which currency will be selected by default when creating new
+ accounts.</para>
- <itemizedlist>
- <listitem>
- <para>Locale - Use the system locale currency for all newly created accounts.
- </para>
- </listitem>
+ <itemizedlist>
+ <listitem>
+ <para><guilabel>Locale</guilabel> — Use the system locale currency for
+ all newly created accounts.</para>
+ </listitem>
- <listitem>
- <para>Choose - Use the specified currency for all newly created accounts.</para>
- </listitem>
- </itemizedlist>
+ <listitem>
+ <para><guilabel>Choose</guilabel> — specify the
+ currency to use, independent of your system
+ settings.</para>
+ </listitem>
+ </itemizedlist>
+ </listitem>
+ </itemizedlist>
+ </sect2>
- </listitem>
- </itemizedlist>
+ <sect2 id="prefs-biz">
+ <title>Business</title>
- </sect2>
+ <para>In <guilabel>Business</guilabel>, you will see the default
+ settings shown here:</para>
- <sect2 id="prefs-biz">
- <title>Business</title>
-
- <figure>
- <title>The "Business Preferences" Window.</title>
- <screenshot id="Prefer_Business">
- <mediaobject>
- <imageobject>
+ <screenshot id="Prefer_Business">
+ <mediaobject>
+ <imageobject>
<imagedata fileref="figures/Help_Pref_Business.png" format="PNG"
- srccredit="Dave Herman" ></imagedata>
- </imageobject>
+ srccredit="Cristian Marchi" ></imagedata>
+ </imageobject>
- <textobject>
- <phrase>Business Preferences screen</phrase>
- </textobject>
- <caption><para>This is an screen image of the "Business Preferences"
- windows.</para>
- </caption>
- </mediaobject>
- </screenshot>
- </figure>
+ <textobject>
+ <phrase><application>&app;</application> Preferences — Business</phrase>
+ </textobject>
- <para>This section contains the following preferences;</para>
+ <caption>
+ <para>This image shows the <guilabel>Preferences —
+ Business</guilabel> tab</para>
+ </caption>
+ </mediaobject>
+ </screenshot>
- <itemizedlist>
- <listitem>
- <para><guilabel>Invoices</guilabel></para>
+ <itemizedlist>
- <itemizedlist>
+ <listitem>
+ <para><guilabel>General</guilabel></para>
+ <itemizedlist>
<listitem>
- <para>Open in new window: Check-box to open
- Invoice in a new window. If checked, each invoice will be opened in its own top
- level window. If clear, the invoice will be opened in the current window.</para>
+ <para><guilabel>Open in new window</guilabel> — If checked, each
+ invoice will be opened in its own top level window. If clear, the
+ invoice will be opened in the current window.</para>
</listitem>
<listitem>
- <para>Accumulate splits on post: Whether multiple entries in an invoice which
- transfer to the same account should be accumulated into a single split by
- default. This setting can be changed in the Post dialog.</para>
+ <para><guilabel>Accumulate splits on post</guilabel> — Whether
+ multiple entries in an invoice which transfer to the same account
+ should be accumulated into a single split by default.</para>
</listitem>
+ </itemizedlist>
+ </listitem>
+
+ <listitem>
+ <para><guilabel>Invoices</guilabel></para>
+ <itemizedlist>
+ <listitem>
+ <para><guilabel>Tax Included</guilabel> — Whether tax are
+ included by default in entries on invoices. This setting is
+ inherited by new customers and vendors.</para>
+ </listitem>
+ </itemizedlist>
+ </listitem>
+ <listitem>
+ <para><guilabel>Bills</guilabel></para>
+ <itemizedlist>
<listitem>
- <para>Number of Rows: This option is used to set the default number of register
- rows to display in invoices.</para>
+ <para><guilabel>Notify when due</guilabel> — Lets you set whether
+ you want to be notified at <application>&app;</application> startup
+ of when a bill is soon to be due.</para>
</listitem>
<listitem>
- <para>Tax Included?: Whether tax is included by default in entries on Invoices.
- This setting is inherited by new customers and vendors.</para>
+ <para><guilabel>Days in advance</guilabel> — How many days before
+ the due date to warn about bills coming due.</para>
</listitem>
- </itemizedlist>
- </listitem>
+ <listitem>
+ <para><guilabel>Tax Included</guilabel> — Whether tax are
+ included by default in entries on bills. This setting is inherited
+ by new customers and vendors.</para>
+ </listitem>
+ </itemizedlist>
+ </listitem>
+ </itemizedlist>
+
+ </sect2>
- <listitem>
- <para><guilabel>Bills</guilabel></para>
+ <sect2 id="prefs-date-time">
+ <title>Date/Time</title>
- <itemizedlist>
- <listitem>
- <para>Notify when due?: Whether to display the list of Bills Due at start-up.
- </para>
- </listitem>
- </itemizedlist>
+ <para>In <guilabel>Date/Time</guilabel>, you will see the default
+ settings shown here:</para>
- <itemizedlist>
- <listitem>
- <para>Days in advance: How many days in the future to warn about Bills coming
- due.</para>
- </listitem>
- </itemizedlist>
-
- <itemizedlist>
- <listitem>
- <para>Tax Included?: Whether tax is included by default in entries on
- Bills. This setting is inherited by new customers and vendors.</para>
- </listitem>
- </itemizedlist>
-
- </listitem>
- </itemizedlist>
-
- </sect2>
-
- <sect2 id="prefs-date-time">
- <title>Date/Time</title>
-
- <figure>
- <title>The "Date/Time Preferences" Window.</title>
<screenshot id="Prefer_DateTime">
<mediaobject>
<imageobject>
<imagedata fileref="figures/Help_Pref_DateTime.png" format="PNG"
- srccredit="Dave Herman" ></imagedata>
+ srccredit="Cristian Marchi" ></imagedata>
</imageobject>
<textobject>
- <phrase>Date/Time Preferences screen</phrase>
+ <phrase><application>&app;</application> Preferences — Date/Time</phrase>
</textobject>
- <caption><para>This is an screen image of the "Date/Time Preferences"
- windows.</para>
+
+ <caption>
+ <para>This image shows the <guilabel>Preferences —
+ Date/Time</guilabel> tab</para>
</caption>
</mediaobject>
- </screenshot>
- </figure>
+ </screenshot>
- <para>This section contains the following preferences;</para>
+ <itemizedlist>
+ <listitem>
+ <para><guilabel>Time Format</guilabel></para>
+ <itemizedlist>
+ <listitem>
+ <para><guilabel>Use 24-hour clock</guilabel> — Lets you specify if you
+ want to use 24 or 12 hours time format. That is if 11 o’clock at
+ night should be represented as 11PM or 23:00.</para>
+ </listitem>
+ </itemizedlist>
+ </listitem>
- <itemizedlist>
- <listitem>
- <para><guilabel>Time Format:</guilabel> Check-box to use a 24 hour
- (instead of a 12 hour) time format.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Date</guilabel> - Radio Button list to select one of the
- following;</para>
-
+ <listitem>
+ <para><guilabel>Date Format</guilabel> — This option controls the
+ appearance of the date (you could see a preview of the date beside any of the choices).
+ The available choices are:</para>
<itemizedlist>
<listitem>
- <para>Locale: Use the date format specified by the system locale.</para>
+ <para><guilabel>Locale</guilabel> — Use the date format specified by the system locale.</para>
</listitem>
<listitem>
- <para>US: Use the date format common in the United States.</para>
+ <para><guilabel>US</guilabel> — Use the date format common in the United States.</para>
</listitem>
<listitem>
- <para>UK: Use the date format common in the United Kingdom.</para>
+ <para><guilabel>UK</guilabel> — Use the date format common in the United Kingdom.</para>
</listitem>
<listitem>
- <para>Europe: Use the date format common in continental Europe.</para>
+ <para><guilabel>Europe</guilabel> — Use the date format common in continental Europe.</para>
</listitem>
<listitem>
- <para>ISO: Use the date format specified by the ISO-8601 standard.</para>
+ <para><guilabel>ISO</guilabel> — Use the date format specified by the ISO-8601 standard.</para>
</listitem>
</itemizedlist>
+ </listitem>
+ </itemizedlist>
+ </sect2>
- </listitem>
- </itemizedlist>
+ <sect2 id="prefs-general">
+ <title>General</title>
- </sect2>
+ <para>In <guilabel>General</guilabel>, you will see the default settings
+ shown here:</para>
- <sect2 id="prefs-general">
- <title>General</title>
+ <screenshot id="Prefer_General">
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/Help_Pref_General.png" format="PNG"
+ srccredit="Cristian Marchi" ></imagedata>
+ </imageobject>
- <para>This section contains the following preferences;</para>
+ <textobject>
+ <phrase><application>&app;</application> Preferences — General</phrase>
+ </textobject>
- <itemizedlist>
- <listitem>
- <para><guilabel>General</guilabel></para>
+ <caption>
+ <para>This image shows the <guilabel>Preferences —
+ General</guilabel> tab</para>
+ </caption>
+ </mediaobject>
+ </screenshot>
+ <itemizedlist>
+ <listitem>
+ <para><guilabel>General</guilabel></para>
<itemizedlist>
- <listitem>
- <para>Display "Tip of the Day" dialog: Display hints for using <application>&app;</application> at start-up.
- </para>
- </listitem>
+ <listitem>
+ <para><guilabel>Display "Tip of the Day" dialog</guilabel> — This option displays or hides the
+ <guilabel>Tip of the Day</guilabel> screen when <application>&app;</application> is started.</para>
+ </listitem>
- <listitem>
- <para>Preform Account list setup on new file: Present the new account list dialog
- when you choose "New File" from the "File" menu</para>
- </listitem>
+ <listitem>
+ <para><guilabel>Perform account list setup on new file</guilabel> —
+ This option turns off the display of the <guilabel>New Account
+ Hierarchy Setup</guilabel> assistant when the entry <menuchoice><guimenu>File</guimenu>
+ <guimenuitem>New File</guimenuitem></menuchoice> is selected from the
+ <application>&app;</application> menu.</para>
+ </listitem>
+ </itemizedlist>
+ </listitem>
- <listitem>
- <para>Show close button on Notebook tab: Show a close button on each notebook tab.
- These function identically to the 'Close' menu item.</para>
- </listitem>
+ <listitem>
+ <para><guilabel>Numbers</guilabel></para>
+ <itemizedlist>
+ <listitem>
+ <para><guilabel>Display negative amounts in red</guilabel> — If you
+ turn off this option, <application>&app;</application> will display negative numbers in
+ black.</para>
+ </listitem>
- <listitem>
- <para>Enable euro support: Enables support for the European Union EURO currency.
- </para>
- </listitem>
- </itemizedlist>
- </listitem>
+ <listitem>
+ <para><guilabel>Automatic Decimal Point</guilabel> — This option
+ will automatically insert a decimal point into numbers you type
+ in.</para>
+ </listitem>
- <listitem>
- <para><guilabel>Numbers:</guilabel> </para>
+ <listitem>
+ <para><guilabel>Decimal Places</guilabel> — This field allows you
+ to set the number of decimal places to be used.</para>
+ </listitem>
+ </itemizedlist>
+ </listitem>
+ <listitem>
+ <para><guilabel>Files</guilabel></para>
+ <note>
+ <para>The following options are only relevant for files saved in xml format.</para>
+ </note>
<itemizedlist>
- <listitem>
- <para>Display negative amounts in red: </para>
- </listitem>
-
- <listitem>
- <para>Automatic Decimal Point: Automatically insert a decimal point into values
- that are entered without one.</para>
- </listitem>
-
- <listitem>
- <para>Auto Decimal Places: Select the number of decimal places that will be
- inserted automatically.</para>
- </listitem>
- </itemizedlist>
- </listitem>
-
- <listitem>
- <para><guilabel>Files:</guilabel> </para>
-
- <itemizedlist>
<listitem>
- <para>Compress files: Checkbox to compress the data file with gzip when saving it
- to disk.</para>
+ <para><guilabel>Compress files</guilabel> — This option determines
+ whether the <application>&app;</application> data file will be compressed or not.</para>
</listitem>
<listitem>
- <para>Retain log files: Select the number of days to save log/backup files.
- Delete old log/backup files after this many days (0 = never).</para>
+ <para><guilabel>Show auto-save confirmation question</guilabel> —
+ If this option is enabled, <application>&app;</application> will show you a confirmation screen
+ each time the auto-save process is started.</para>
</listitem>
- </itemizedlist>
- </listitem>
- <listitem>
- <para><guilabel>Search Dialog:</guilabel> </para>
-
- <itemizedlist>
<listitem>
- <para>New search limit: Default to 'new search' if fewer than this number of
- items is returned.</para>
+ <para><guilabel>Auto-save time interval</guilabel> —
+ This field sets the number of minutes between each automatic saving of the file.
+ Set to 0 to disable the auto-save feature.</para>
</listitem>
- </itemizedlist>
- </listitem>
- </itemizedlist>
- </sect2>
-
- <sect2 id="prefs-online">
- <title>On-line Banking</title>
+ <listitem>
+ <para><guilabel>Retain log files</guilabel> — In this section you could set
+ your preferences about the log files using the provided radio buttons.</para>
+ <itemizedlist>
+ <listitem>
+ <para><guilabel>Never</guilabel> — Disable the creation of log files.</para>
+ </listitem>
- <para>This section contains the following preferences;</para>
+ <listitem>
+ <para><guilabel>For:</guilabel> — Enter a specific number of days for which keep the files.</para>
+ </listitem>
- <itemizedlist>
- <listitem>
- <para><guilabel>QIF Import:</guilabel> </para>
+ <listitem>
+ <para><guilabel>Forever</guilabel> — Disable the auto deletion of log files; retains the log files forever.</para>
+ </listitem>
+ </itemizedlist>
+ </listitem>
+ </itemizedlist>
+ </listitem>
- <itemizedlist>
+ <listitem>
+ <para><guilabel>Search Dialog</guilabel></para>
+ <itemizedlist>
<listitem>
- <para>Show documentation: Show some documentation-only pages in QIF Import
- druid.</para>
+ <para><guilabel>New search limit:</guilabel> — Defaults to "new
+ search" if fewer than this number of items is returned.</para>
</listitem>
- </itemizedlist>
- </listitem>
+ </itemizedlist>
+ </listitem>
+ </itemizedlist>
+ </sect2>
- <listitem>
- <para><guilabel>Generic Importer</guilabel></para>
+ <sect2 id="prefs-online">
+ <title>Online Banking</title>
- <itemizedlist>
+ <para>In <guilabel>Online Banking</guilabel>, you will see the default
+ settings shown here:</para>
+
+ <screenshot id="Prefer_OnlineBanking">
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/Help_Pref_OnlineBanking.png"
+ format="PNG" srccredit="Cristian Marchi" ></imagedata>
+ </imageobject>
+
+ <textobject>
+ <phrase><application>&app;</application> Preferences — Online Banking</phrase>
+ </textobject>
+
+ <caption>
+ <para>This image shows the <guilabel>Preferences — Online
+ Banking</guilabel> tab</para>
+ </caption>
+ </mediaobject>
+ </screenshot>
+
+ <itemizedlist>
+ <listitem>
+ <para><guilabel>QIF Import</guilabel></para>
+ <itemizedlist>
<listitem>
- <para>Checkbox to enable/disable the use Bayesian algorithms to match new
- transactions with existing accounts.</para>
+ <para><guilabel>Show documentation</guilabel> — The first time you
+ use the QIF importer you may
+ notice that the importer has detailed instructions on how to import
+ a file. Once you have become familiar with using the importer, you
+ might want to turn off this option. Turning off the option gives you
+ less detail in the importer screens.</para>
</listitem>
+ </itemizedlist>
+ </listitem>
+ <listitem>
+ <para><guilabel>Generic Importer</guilabel></para>
+ <itemizedlist>
<listitem>
- <para>Match display threshold: The minimum score a potential match must have
- to be displayed in the match list.</para>
+ <para><guilabel>Use Bayesian matching</guilabel> — Use Bayesian
+ algorithms to match new transactions with existing accounts.</para>
</listitem>
<listitem>
- <para>Auto-add threshold: A transaction whose best match's score is in the red
- zone (above the display threshold but below or equal to the Auto-ADD threshold)
- will be ADDed by default.</para>
+ <para><guilabel>Match display threshold</guilabel> — The minimal
+ score a potential match must have to be displayed in the match
+ list.</para>
</listitem>
<listitem>
- <para>Auto-clear threshold: A transaction whose best match's score is in the
- green zone (above or equal to the Auto-CLEAR threshold) will be CLEARed by
+ <para><guilabel>Auto-add threshold</guilabel> — A transaction whose
+ best match’s score is in the red zone (above display threshold, but
+ below or equal to Auto-add threshold) will be added by
default.</para>
</listitem>
<listitem>
- <para>Commercial ATM fees threshold: In some places commercial ATMs (not
+ <para><guilabel>Auto-clear threshold</guilabel> — A transaction
+ whose best match’s score is in the green zone (above or equal to
+ Auto-clear threshold) will be cleared by default.</para>
+ </listitem>
+
+ <listitem>
+ <para><guilabel>Commercial ATM fees threshold</guilabel> —
+ In some places commercial ATMs (not
belonging to a financial institution) are installed in places like convenience
store. These ATM add its fee directly to the amount instead of showing up as a
separate transaction or in your monthly banking fees. For example, you withdraw
$100, and you are charged $101.50 plus Interac fees. If you manually entered
- that $100, the amounts won't match. You should set this to whatever is the
+ that $100, the amounts won’t match. You should set this to whatever is the
maximum such fee in your area (in units of your local currency), so the
- transaction will be recognized as a match.</para>
+ transaction will be recognized as a match by
+ <application>&app;</application>.</para>
</listitem>
- </itemizedlist>
- </listitem>
- </itemizedlist>
+ </itemizedlist>
+ </listitem>
- </sect2>
+ <listitem>
+ <para><guilabel>Online Banking</guilabel></para>
+ <note>
+ <para>This section is showed only if <application>&app;</application> is compiled with
+ Aqbanking and HBCI support.</para>
+ </note>
+ <itemizedlist>
+ <listitem>
+ <para><guilabel>Remember PIN</guilabel> — Enable this option if you
+ want <application>&app;</application> to remember the PIN you
+ enter for online banking authentication.</para>
+ </listitem>
- <sect2 id="prefs-reg">
- <title>Register</title>
+ <listitem>
+ <para><guilabel>Verbose debug messages</guilabel> — Enable this option if you
+ want <application>&app;</application> to show more information about the online
+ banking operations.</para>
+ </listitem>
+ </itemizedlist>
+ </listitem>
+ </itemizedlist>
+ </sect2>
- <para>This section contains the following preferences;</para>
+ <sect2 id="prefs-printing">
+ <title>Printing</title>
+ <para>
+ In this tab you could set some options that affects the printing on paper of checks.
+ </para>
+
+ <para>In <guilabel>Printing</guilabel>, you will see the default
+ settings shown here:</para>
- <itemizedlist>
- <listitem>
- <para><guilabel>Actions:</guilabel></para>
+ <screenshot id="Prefer_Printing">
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/Help_Pref_Printing.png"
+ format="PNG" srccredit="Cristian Marchi" ></imagedata>
+ </imageobject>
- <itemizedlist>
- <listitem>
- <para>'Enter' moves to blank transaction: If checked, pressing the 'Enter' key
- will move to the blank transaction at the bottom of the register. If clear,
- pressing the 'Enter' key will move down one row.</para>
- </listitem>
+ <textobject>
+ <phrase><application>&app;</application> Preferences — Printing</phrase>
+ </textobject>
- <listitem>
- <para>Auto-raise lists: Automatically raise the list of accounts or actions
- during input.</para>
- </listitem>
- </itemizedlist>
+ <caption>
+ <para>This image shows the <guilabel>Preferences —
+ Printing</guilabel> tab</para>
+ </caption>
+ </mediaobject>
+ </screenshot>
- </listitem>
+ <itemizedlist>
+ <listitem>
+ <para><guilabel>Print date format</guilabel> — Enable this option
+ if you want to print on the check, below the actual date, its format in 8 point type.
+ </para>
+ </listitem>
- <listitem>
- <para><guilabel>Reconciling:</guilabel> </para>
+ <listitem>
+ <para><guilabel>Print blocking chars</guilabel> — Enable this option to print
+ a series of three asterisks before and after each text field in the check.</para>
+ </listitem>
- <itemizedlist>
- <listitem>
- <para>Check cleared transactions: Pre-check cleared transactions when creating
- a reconcile dialog.</para>
- </listitem>
+ <listitem>
+ <para><guilabel>Default font:</guilabel> — Click the button on the left to open
+ a <guilabel>Pick a Font</guilabel> screen in which you can customize the font
+ that will be used to print checks.</para>
+ </listitem>
+ </itemizedlist>
+ </sect2>
- <listitem>
- <para>Automatic interest transfer: Prior to reconciling an account which charges
- or pays interest, prompt the user to enter a transaction for the interest
- charge or payment. Currently only enabled for Bank, Credit, Mutual, Asset,
- Receivable, Payable, and Liability accounts.</para>
- </listitem>
+ <sect2 id="prefs-reg">
+ <title>Register</title>
- <listitem>
- <para>Automatic credit card payment: After reconciling a credit card statement,
- prompt the user to enter a credit card payment.</para>
- </listitem>
- </itemizedlist>
- </listitem>
+ <para>In <guilabel>Register</guilabel>, you will see the default
+ settings shown here:</para>
- <listitem>
- <para><guilabel>Graphics:</guilabel> </para>
+ <screenshot id="Prefer_Register">
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/Help_Pref_Register.png"
+ format="PNG" srccredit="Cristian Marchi" ></imagedata>
+ </imageobject>
- <itemizedlist>
+ <textobject>
+ <phrase><application>&app;</application> Preferences — Register</phrase>
+ </textobject>
+
+ <caption>
+ <para>This image shows the <guilabel>Preferences —
+ Register</guilabel> tab</para>
+ </caption>
+ </mediaobject>
+ </screenshot>
+
+ <itemizedlist>
+ <listitem>
+ <para><guilabel>Actions</guilabel></para>
+ <itemizedlist>
<listitem>
- <para>Use system theme colors: If checked, the system color theme will be
- applied to register windows. If clear, the original <application>&app;</application> register colors
- will be used.</para>
+ <para><guilabel>'Enter' moves to blank transaction</guilabel> — If
+ selected, move the cursor to the blank transaction at the end of the register
+ after the user presses the <keycap>Enter</keycap> key. Otherwise the cursor will be moved
+ down one row.</para>
</listitem>
<listitem>
- <para>Double mode colors alternate with transactions: Alternate the primary and
- secondary colors by transaction instead of by alternating by row.</para>
+ <para><guilabel>Auto-raise lists</guilabel> — If selected, all lists
+ will automatically be expanded when input focus is in the list
+ field.</para>
</listitem>
<listitem>
- <para>Draw horizontal lines between rows: Show horizontal borders on the cells.
- </para>
+ <para><guilabel>Tab order includes Transfer on Memorised Transaction</guilabel> —
+ If selected, when the transaction is auto filled, pressing the
+ <keycap>Tab</keycap> key in the register the cursor’s jump
+ will include the <guilabel>Transfer</guilabel> field.</para>
</listitem>
+ </itemizedlist>
+ </listitem>
+ <listitem>
+ <para><guilabel>Reconciling</guilabel></para>
+ <itemizedlist>
<listitem>
- <para>Draw vertical lines between columns: Show vertical borders on the cells.
- </para>
+ <para><guilabel>Check cleared transactions</guilabel> — If selected,
+ automatically check off cleared transactions when
+ reconciling.</para>
</listitem>
- </itemizedlist>
- </listitem>
+ <listitem>
+ <para><guilabel>Automatic interest transfer</guilabel> — If
+ selected, prior to reconciling an account which charges or pays
+ interest, prompt the user to enter a transaction for the interest
+ charge or payment. Currently only enabled for Bank, Credit, Mutual,
+ Asset, Receivable, Payable, and Liability accounts.</para>
+ </listitem>
- </itemizedlist>
+ <listitem>
+ <para><guilabel>Automatic credit card payment</guilabel> — If
+ selected, after reconciling a credit card statement, prompt the user
+ to enter a credit card payment.</para>
+ </listitem>
+
+ <listitem>
+ <para><guilabel>Always reconcile to today</guilabel> — If
+ selected, always open the reconcile screen with today’s date for
+ statement date, regardless of previous reconciliation.</para>
+ </listitem>
+ </itemizedlist>
+ </listitem>
- </sect2>
+ <listitem>
+ <para><guilabel>Graphics</guilabel></para>
+ <itemizedlist>
+
+ <listitem>
+ <para><guilabel>Use system theme colors</guilabel> — If selected,
+ the system color theme will be applied to register windows. Otherwise
+ the original <application>&app;</application> register color will be used.</para>
+ </listitem>
+
+ <listitem>
+ <para><guilabel>Double mode colors alternate with
+ transactions</guilabel> — If selected, configures the register
+ window to alternate between the primary and secondary colors with
+ each transaction, instead of each row.</para>
+ </listitem>
- <sect2 id="prefs-reg-def">
- <title>Register Defaults</title>
+ <listitem>
+ <para><guilabel>Draw horizontal lines between rows</guilabel> — If
+ selected, <application>&app;</application> will draw a horizontal line between each
+ row.</para>
+ </listitem>
- <para>This section contains the following preferences;</para>
+ <listitem>
+ <para><guilabel>Draw vertical lines between columns</guilabel> — If
+ selected, <application>&app;</application> will draw a vertical line between the cells in
+ each row.</para>
+ </listitem>
+ </itemizedlist>
+ </listitem>
+ </itemizedlist>
+ </sect2>
- <itemizedlist>
- <listitem>
- <para><guilabel>Default Style:</guilabel></para>
+ <sect2 id="prefs-reg-def">
+ <title>Register Defaults</title>
+ <para>The <guilabel>Register Defaults</guilabel> preferences item
+ affects the behavoir of the transaction register windows.</para>
+
+ <para>In <guilabel>Register</guilabel>, you will see the default
+ settings shown here:</para>
+
+ <screenshot id="Prefer_RegisterDefaults">
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/Help_Pref_RegisterDefaults.png"
+ format="PNG" srccredit="Cristian Marchi" ></imagedata>
+ </imageobject>
+
+ <textobject>
+ <phrase><application>&app;</application> Preferences — Register Defaults</phrase>
+ </textobject>
+
+ <caption>
+ <para>This image shows the <guilabel>Preferences — Register
+ Defaults</guilabel> tab</para>
+ </caption>
+ </mediaobject>
+ </screenshot>
+ <itemizedlist>
+ <listitem>
+ <para><guilabel>Default Style</guilabel></para>
+ <para>Here you can choose from 3
+ different styles for register windows:
<itemizedlist>
<listitem>
- <para>Basic ledger: Show all transactions on one line. (Two in double line
+ <para><guilabel>Basic ledger</guilabel> — Show all transactions on one line. (Two in double line
mode.)</para>
</listitem>
<listitem>
- <para>Auto-split ledger: Automatically expand the current transaction to show
+ <para><guilabel>Auto-split ledger</guilabel> — Automatically expand the current transaction to show
all splits. All other transactions are shown on one line. (Two in double line
mode.)</para>
</listitem>
<listitem>
- <para>Transaction journal: All transactions are expanded to show all splits.
+ <para><guilabel>Transaction journal</guilabel> — All transactions are expanded to show all splits.
</para>
</listitem>
</itemizedlist>
- </listitem>
+ </para>
+ </listitem>
- <listitem>
- <para><guilabel>Other Defaults</guilabel></para>
+ <listitem>
+ <para><guilabel>Other Defaults</guilabel></para>
+ <itemizedlist>
+ <listitem>
+ <para><guilabel>Register opens in a new window</guilabel> — If
+ selected, register will be in a separate window instead of in a
+ tab.</para>
+ </listitem>
- <itemizedlist>
- <listitem>
- <para>Register opens in a new window: If checked, each register will be opened
- in its own top level window. If clear, the register will be opened in the
- current window.</para>
- </listitem>
+ <listitem>
+ <para><guilabel>Double line mode</guilabel> — If selected, show two
+ lines of information for each transaction instead of one.</para>
+ </listitem>
- <listitem>
- <para>Double line mode: Show two lines of information for each transaction
- instead of one. Does not affect expanded transactions</para>
- </listitem>
+ <listitem>
+ <para><guilabel>Only display leaf account names</guilabel> — If selected, only the name of the leaf
+ accounts will be displayed in the <guilabel>Account</guilabel> selection popup.
+ The default behavoir is to display the full account name including the path in the account tree.</para>
+ <warning>
+ <para>
+ Enabling this option implies that you use unique leaf account names.
+ </para>
+ </warning>
+ </listitem>
+
+ <listitem>
+ <para><guilabel>Number of transactions</guilabel> — How many
+ transactions to show in a register. Set to 0 to show all transactions.</para>
+ </listitem>
- <listitem>
- <para>Number of transactions: Show this many transactions in a register. A
- value of zero means show all transactions.</para>
- </listitem>
+ </itemizedlist>
+ </listitem>
+ </itemizedlist>
+ </sect2>
- <listitem>
- <para>Number of Rows: Display this many rows when a register is created.</para>
- </listitem>
+ <sect2 id="prefs-reports">
+ <title>Reports</title>
+ <para>The <guilabel>Reports</guilabel> preferences item affects the
+ behavior of the reports window.</para>
- </itemizedlist>
+ <para>In <guilabel>Reports</guilabel>, you will see the default settings
+ shown here:</para>
- </listitem>
- </itemizedlist>
+ <screenshot id="Prefer_Reports">
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/Help_Pref_Reports.png"
+ format="PNG" srccredit="Cristian Marchi" ></imagedata>
+ </imageobject>
- </sect2>
+ <textobject>
+ <phrase><application>&app;</application> Preferences — Reports</phrase>
+ </textobject>
- <sect2 id="prefs-reports">
- <title>Reports </title>
+ <caption>
+ <para>This image shows the <guilabel>Preferences —
+ Reports</guilabel> tab</para>
+ </caption>
+ </mediaobject>
+ </screenshot>
- <para>This section contains the following preferences;</para>
-
- <itemizedlist>
- <listitem>
- <para><guilabel>Default Report Currency</guilabel> </para>
-
+ <itemizedlist>
+ <listitem>
+ <para><guilabel>Default Report Currency</guilabel> — This item
+ determines which currency will be used by default when creating
+ reports. You can choose:</para>
<itemizedlist>
<listitem>
- <para>Locale: Use the system locale currency for all newly created reports.
- </para>
+ <para><guilabel>Locale</guilabel> — Use the system locale currency for all
+ newly created reports.</para>
</listitem>
<listitem>
- <para>Choose: Use the specified currency for all newly created reports.</para>
+ <para><guilabel>Choose</guilabel> — Use the specified currency for all
+ newly created reports.</para>
</listitem>
- </itemizedlist>
- </listitem>
+ </itemizedlist>
+ </listitem>
- <listitem>
- <para><guilabel>Location</guilabel> </para>
- <itemizedlist>
- <listitem>
- <para>Report opens in a new window: If checked, each report will be opened in
- its own top level window. If clear, the report will be opened in the current
- window.</para>
- </listitem>
+ <listitem>
+ <para><guilabel>Location</guilabel></para>
+ <itemizedlist>
+ <listitem>
+ <para><guilabel>Report opens in a new window</guilabel> — if you select this option, the
+ reports will open up in a new window, instead of in a tab.</para>
+ </listitem>
</itemizedlist>
- </listitem>
- </itemizedlist>
+ </listitem>
+ </itemizedlist>
+ </sect2>
+
+ <sect2 id="prefs-sched">
+ <title>Scheduled Transactions</title>
+ <para>The <guilabel>Scheduled Transactions</guilabel> preferences item
+ affects the behavior of <application>&app;</application> for scheduling transactions. More
+ information about scheduled transactions can be found in
+ <xref linkend="trans-sched"></xref> of this document.</para>
- </sect2>
+ <para>In <guilabel>Scheduled Transactions</guilabel>, you will see the
+ default settings shown here:</para>
- <sect2 id="prefs-sched">
- <title>Scheduled Transactions </title>
+ <screenshot id="Prefer_ScheduledTransactions">
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/Help_Pref_Sched.png"
+ format="PNG" srccredit="Cristian Marchi" ></imagedata>
+ </imageobject>
- <para>This section contains the following preferences;</para>
+ <textobject>
+ <phrase><application>&app;</application> Preferences — Scheduled Transactions</phrase>
+ </textobject>
- <itemizedlist>
- <listitem>
- <para><guilabel>Since Last Run Run on &app; start</guilabel> </para>
+ <caption>
+ <para>This image shows the <guilabel>Preferences — Scheduled
+ Transactions</guilabel> tab</para>
+ </caption>
+ </mediaobject>
+ </screenshot>
- <itemizedlist>
+ <itemizedlist>
+ <listitem>
+ <para><guilabel>Since Last Run Dialog</guilabel></para>
+ <itemizedlist>
<listitem>
- <para>Run when data file opened: Show the "since last run" window when a file is
- opened.</para>
+ <para><guilabel>Run when data file opened</guilabel> — If selected,
+ the <guilabel>Since Last Run</guilabel> screen will appear on <application>&app;</application> start-up (or
+ rather when <application>&app;</application> opens the file).
+ </para>
</listitem>
- </itemizedlist>
+ </itemizedlist>
+ </listitem>
- </listitem>
-
- <listitem>
- <para><guilabel>Transaction Editor Defaults</guilabel> </para>
-
- <itemizedlist>
+ <listitem>
+ <para><guilabel>Transaction Editor Defaults</guilabel></para>
+ <itemizedlist>
<listitem>
- <para>Auto-create new transactions: Set the 'auto-create' flag on newly created
- scheduled transactions.</para>
+ <para><guilabel>Auto-Create new transactions</guilabel> — If
+ selected, new scheduled transactions will automatically be entered
+ into the register. If the auto-create option is enabled, you could also check
+ <guilabel>Notify before transactions are created</guilabel> so that you will be
+ able to confirm creating the transactions.</para>
</listitem>
<listitem>
- <para>Notify before transactions are created: Set the 'notify' flag on newly
- created scheduled transactions.</para>
+ <para><guilabel>Create in advance, days</guilabel> — The default
+ number of days in advance to create the registered scheduled
+ transactions.</para>
</listitem>
<listitem>
- <para>Create in advance, days: Create the transaction this many days before its
- effective date.</para>
+ <para><guilabel>Remind in advance, days</guilabel> — The default
+ number of days in advance to remind on new scheduled
+ transactions.</para>
</listitem>
+ </itemizedlist>
+ </listitem>
+ </itemizedlist>
+ </sect2>
- <listitem>
- <para>Remind in advance, days: Begin notifications this many days before the
- transaction is created.</para>
- </listitem>
- </itemizedlist>
+ <sect2 id="prefs-window">
+ <title>Windows</title>
- </listitem>
- </itemizedlist>
+ <para>In <guilabel>Windows</guilabel>, you will see the default settings
+ shown here:</para>
- </sect2>
+ <screenshot id="Prefer_Windows">
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/Help_Pref_Windows.png"
+ format="PNG" srccredit="Cristian Marchi" ></imagedata>
+ </imageobject>
- <sect2 id="prefs-window">
- <title>Windows</title>
+ <textobject>
+ <phrase><application>&app;</application> Preferences — Windows</phrase>
+ </textobject>
- <para>This section contains the following preferences;</para>
+ <caption>
+ <para>This image shows the <guilabel>Preferences —
+ Windows</guilabel> tab</para>
+ </caption>
+ </mediaobject>
+ </screenshot>
- <itemizedlist>
- <listitem>
- <para>Window Geometry </para>
-
- <itemizedlist>
+ <itemizedlist>
+ <listitem>
+ <para><guilabel>Window Geometry</guilabel></para>
+ <itemizedlist>
<listitem>
- <para>Save window size and position.</para>
+ <para><guilabel>Save window size and position</guilabel> — If
+ selected, next time <application>&app;</application> starts will re-use the windows size
+ and position configured in the last run.</para>
</listitem>
- </itemizedlist>
+ </itemizedlist>
+ </listitem>
- </listitem>
- <listitem>
- <para>Toolbar Style</para>
-
+ <listitem>
+ <para><guilabel>Toolbar style</guilabel></para>
+ <para>You can choose from five different styles for the toolbar:</para>
<itemizedlist>
<listitem>
- <para>Use system default: Use the system setting for displaying toolbar items.
+ <para><guilabel>Use system default</guilabel> (default) — Use the system setting
+ for displaying toolbar items.
</para>
</listitem>
<listitem>
- <para>Text below icons: Display toolbar items with the text label below the icon.
- Labels are show for all items.</para>
+ <para><guilabel>Text below icons</guilabel> — Display toolbar items with the text label below the icon.
+ Labels are shown for all items.</para>
</listitem>
<listitem>
- <para>Priority text beside icons: Display toolbar items with the text label
+ <para><guilabel>Priority text beside icons</guilabel> — Display toolbar items with the text label
beside the icon. Labels are only shown for the most important items.</para>
</listitem>
<listitem>
- <para>Icons only: Display toolbar items as icons only.</para>
+ <para><guilabel>Icons only</guilabel> — Display toolbar items as icons only.</para>
</listitem>
<listitem>
- <para>Text only: Display toolbar items as text only.</para>
+ <para><guilabel>Text only</guilabel> — Display toolbar items as text only.</para>
</listitem>
</itemizedlist>
+ </listitem>
+
+ <listitem>
+ <para><guilabel>Tabs</guilabel></para>
+ <itemizedlist>
+ <listitem>
+ <para><guilabel>Show close button on notebook tabs</guilabel> — Adds
+ a small close icon on each tab, to make it easier to close the
+ various tabs.</para>
+ </listitem>
+
+ <listitem>
+ <para><guilabel>Bring the most recent tab to the front</guilabel> — If
+ selected, the newly created tab will be shown over the other tabs.</para>
+ </listitem>
+
+ <listitem>
+ <para><guilabel>Width:</guilabel> — The width of tab label
+ expressed in characters.</para>
+ </listitem>
+ </itemizedlist>
+ </listitem>
+
+ <listitem>
+ <para><guilabel>Tab Position</guilabel></para>
+ <para>Position the tabs at the
+ <guilabel>Top</guilabel> (default), <guilabel>Bottom</guilabel>,
+ <guilabel>Left</guilabel> or <guilabel>Right</guilabel>.</para>
+ </listitem>
+
+ <listitem>
+ <para><guilabel>Summary Bar Position</guilabel></para>
+ <para>Position the Summary Bar at the
+ <guilabel>Top</guilabel> or at the <guilabel>Bottom</guilabel> (default) of
+ the <application>&app;</application> main window.</para>
+ </listitem>
+ </itemizedlist>
+ </sect2>
+ </sect1>
- </listitem>
- </itemizedlist>
- </sect2>
-
-<!--
-
- <sect2 id="prefs-advanced">
- <title>Advanced: </title>
-
- <para>This section contains the following preferences (this screen is hidden by
- default);</para>
-
- <itemizedlist>
- <listitem>
- <para>Save Window Geometry: </para>
- </listitem>
- <listitem>
- <para>Application MDI mode: </para>
- </listitem>
- <listitem>
- <para>Show Vertical Borders: </para>
- </listitem>
- <listitem>
- <para>Show Horizontal Borders: </para>
- </listitem>
- <listitem>
- <para>Auto-Raise Lists: </para>
- </listitem>
- <listitem>
- <para>Show All Transactions: </para>
- </listitem>
- <listitem>
- <para>Number of Rows: </para>
- </listitem>
- </itemizedlist>
-
- </sect2>
--->
-
- </sect1>
-
<sect1 id="change-style">
<title>Changing Style Sheets</title>
<para><application>&app;</application> has four default style sheets for web-page reports. These style sheets can
- be altered by using the HTML Style Sheets editor. To access the editor go to <guimenu>Edit ->
- Style Sheets...</guimenu></para>
+ be altered by using the HTML Style Sheets editor. To access the editor go to <menuchoice><guimenu>Edit</guimenu>
+ <guimenuitem>Style Sheets...</guimenuitem></menuchoice></para>
<para>Using the Style Sheet Editor you may display/modify the setting of a Style
Sheet.</para>
@@ -876,10 +1156,10 @@
that have selected that Style Sheet. A "Reload" is required to view the changes, if
the report(s) are currently displayed.</para></note>
- <para>To add a new Style Sheet select the New... button in the Style Sheet pane.
- The New Style Sheet dialog will appear. Fill in the Name: with the name of the new
- Style Sheet and choose a template. To remove a Style Sheet select the Style Sheet from
- the list and click Delete.</para>
+ <para>To add a new Style Sheet click the <guibutton>New...</guibutton> button in the Style Sheet pane.
+ The <guilabel>New Style Sheet</guilabel> dialog will appear. Fill in the <guilabel>name</guilabel> field with
+ the name of the new Style Sheet and choose a template. To remove a Style Sheet select the Style Sheet from
+ the list and click <guibutton>Delete</guibutton>.</para>
<sect2 id="style-default">
<title>Default Style Sheet</title>
@@ -955,7 +1235,7 @@
</listitem>
<listitem>
- <para><guilabel>Background Pixmap:</guilabel> Use the Browse button
+ <para><guilabel>Background Pixmap:</guilabel> Use the <guibutton>Browse</guibutton> button
to select a picture to use as the background in reports.</para>
</listitem>
@@ -1126,15 +1406,15 @@
<itemizedlist>
<listitem>
- <para><guilabel>Background Tile:</guilabel> Use the Browse button to select a
- picture to use as the background in reports. The "Clear" button will clear the
+ <para><guilabel>Background Tile:</guilabel> Use the <guibutton>Browse</guibutton> button to select a
+ picture to use as the background in reports. The <guibutton>Clear</guibutton> button will clear the
selection.
</para>
</listitem>
<listitem>
- <para><guilabel>Heading Banner:</guilabel> Use the Browse button to select a
- picture to use as the heading in reports. The "Clear" button will clear the
+ <para><guilabel>Heading Banner:</guilabel> Use the <guibutton>Browse</guibutton> button to select a
+ picture to use as the heading in reports. The <guibutton>Clear</guibutton> button will clear the
selection.</para>
</listitem>
@@ -1144,8 +1424,8 @@
</listitem>
<listitem>
- <para><guilabel>Logo:</guilabel> Use the Browse button to select a picture to
- use as the logo in reports. The "Clear" button will clear the selection.</para>
+ <para><guilabel>Logo:</guilabel> Use the <guibutton>Browse</guibutton> button to select a picture to
+ use as the logo in reports. The <guibutton>Clear</guibutton> button will clear the selection.</para>
</listitem>
</itemizedlist>
</sect3>
@@ -1315,15 +1595,15 @@
<itemizedlist>
<listitem>
- <para><guilabel>Background Tile:</guilabel> Use the Browse button to select a
- picture to use as the background in reports. The "Clear" button will clear the
+ <para><guilabel>Background Tile:</guilabel> Use the <guibutton>Browse</guibutton> button to select a
+ picture to use as the background in reports. The <guibutton>Clear</guibutton> button will clear the
selection.
</para>
</listitem>
<listitem>
- <para><guilabel>Heading Banner:</guilabel> Use the Browse button to select a
- picture to use as the heading in reports. The "Clear" button will clear the
+ <para><guilabel>Heading Banner:</guilabel> Use the <guibutton>Browse</guibutton> button to select a
+ picture to use as the heading in reports. The <guibutton>Clear</guibutton> button will clear the
selection.</para>
</listitem>
@@ -1333,8 +1613,8 @@
</listitem>
<listitem>
- <para><guilabel>Logo:</guilabel> Use the Browse button to select a picture to
- use as the logo in reports. The "Clear" button will clear the selection.</para>
+ <para><guilabel>Logo:</guilabel> Use the <guibutton>Browse</guibutton> button to select a picture to
+ use as the logo in reports. The <guibutton>Clear</guibutton> button will clear the selection.</para>
</listitem>
</itemizedlist>
</sect3>
@@ -1498,14 +1778,14 @@
<itemizedlist>
<listitem>
- <para><guilabel>Background Tile:</guilabel> Use the Browse button to select a
- picture to use as the background in reports. The "Clear" button will clear the
+ <para><guilabel>Background Tile:</guilabel> Use the <guibutton>Browse</guibutton> button to select a
+ picture to use as the background in reports. The <guibutton>Clear</guibutton> button will clear the
selection.</para>
</listitem>
<listitem>
- <para><guilabel>Heading Banner:</guilabel> Use the Browse button to select a
- picture to use as the heading in reports. The "Clear" button will clear the
+ <para><guilabel>Heading Banner:</guilabel> Use the <guibutton>Browse</guibutton> button to select a
+ picture to use as the heading in reports. The <guibutton>Clear</guibutton> button will clear the
selection.</para>
</listitem>
@@ -1515,8 +1795,8 @@
</listitem>
<listitem>
- <para><guilabel>Logo:</guilabel> Use the Browse button to select a picture to use
- as the logo in reports. The "Clear" button will clear the selection.</para>
+ <para><guilabel>Logo:</guilabel> Use the <guibutton>Browse</guibutton> button to select a picture to use
+ as the logo in reports. The <guibutton>Clear</guibutton> button will clear the selection.</para>
</listitem>
</itemizedlist>
</sect3>
@@ -1551,7 +1831,7 @@
<para>The Income Tax Information dialog is used to set Tax Report Options.
The settings on accounts in this dialog are used by the TXF Export function
in reports to select the accounts for export. To access this dialog go to
- Edit -> Tax Report Options.</para>
+ <menuchoice><guimenu>Edit</guimenu> <guimenuitem>Tax Report Options</guimenuitem></menuchoice>.</para>
<para>If the Income Tax features are used, it is strongly recommended that
the 'Tax Info' column be made visible on the accounts tab (click large
@@ -1559,7 +1839,7 @@
column will display the Form/Schedule and tax category (e.g., 'Schedule D
Dividend, cap gain distrib.') assigned to an account, if any. Alternatively,
it will display the following error messages which can be corrected through
- Edit -> Tax Report Options:</para>
+ <menuchoice><guimenu>Edit</guimenu> <guimenuitem>Tax Report Options</guimenuitem></menuchoice></para>
<itemizedlist>
<listitem>
@@ -1655,13 +1935,13 @@
<para>For codes for which the "Payer Name Source" is not grayed, the payer
on the TXF record will be based on what is specified here, either the
- account name of the account or the account name of the account's parent
+ account name of the account or the account name of the account’s parent
account. This feature is typically used for interest accounts or stocks or
mutual funds that pay dividends where the individual payees are shown on
- the tax schedule. For example, if the parent account's name is the name of
- your broker and the sub-account's names are the names of individual stocks
+ the tax schedule. For example, if the parent account’s name is the name of
+ your broker and the sub-account’s names are the names of individual stocks
that pay dividends and the name on the 1099-DIV received is that of the
- broker, in order to match that name, you would select 'Parent Account';
+ broker, in order to match that name, you would select ’Parent Account’;
the total dividends from the broker would be exported and, if you had
several brokers, there would be an amount exported and a subtotal for each
broker, along with each brokers name. Alternatively, if you had a parent
@@ -1670,7 +1950,7 @@
stock separately and, in order to match that name, you would select
'Current Account'; the total dividends from each stock would be exported
and, if you had several stocks, there would be an amount exported and a
- subtotal for each stock, along with each stock's name as the payer.</para>
+ subtotal for each stock, along with each stock’s name as the payer.</para>
<para>Some tax Forms/Schedules need to have multiple copies filed under
some circumstances (for example, Schedule C if a taxpayer and spouse have
@@ -1824,7 +2104,7 @@
to a gain/loss income account within the same transaction. For this
reason, there should be no more than one gain/loss account entered per
transaction to use this tax reporting code properly. (Note that
- no amounts are used from <application>&app;</application>'s lot-tracking; a future enhancement
+ no amounts are used from <application>&app;</application>’s lot-tracking; a future enhancement
is expected to use this data to provide capital gain reporting).</para>
</sect2>
@@ -1843,8 +2123,8 @@
<para><application>&app;</application> gives warnings when certain operations are attempted, such as removing a transaction
or removing the splits of a transaction. The warning message gives you the option to not give you
- these warnings when attempting the operation. Check-boxes labeled "Remember and don't ask me again"
- and "Remember and don't ask me again this session" allow disabling the warnings. This option permits
+ these warnings when attempting the operation. Check-boxes labeled <guilabel>Remember and don’t ask me again</guilabel>
+ and <guilabel>Remember and don’t ask me again this session</guilabel> allow disabling the warnings. This option permits
reseting the warnings to the default, IE make the warning happen. Warnings may be selectivly enabled.
</para>
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