r20428 - gnucash-docs/trunk/guide/C - Update the account chapter with new figures and some updated text.
Cristian Marchi
cmarchi at code.gnucash.org
Thu Mar 17 13:55:12 EDT 2011
Author: cmarchi
Date: 2011-03-17 13:55:12 -0400 (Thu, 17 Mar 2011)
New Revision: 20428
Trac: http://svn.gnucash.org/trac/changeset/20428
Modified:
gnucash-docs/trunk/guide/C/ch_accts.xml
gnucash-docs/trunk/guide/C/figures/accts_CreateAssetsAccount.png
gnucash-docs/trunk/guide/C/figures/accts_DefaultExpenseAccounts.png
gnucash-docs/trunk/guide/C/figures/accts_DefaultIncomeAccounts.png
gnucash-docs/trunk/guide/C/figures/accts_toplevel.png
gnucash-docs/trunk/guide/C/figures/accts_tree.png
Log:
Update the account chapter with new figures and some updated text.
Modified: gnucash-docs/trunk/guide/C/ch_accts.xml
===================================================================
--- gnucash-docs/trunk/guide/C/ch_accts.xml 2011-03-17 04:57:44 UTC (rev 20427)
+++ gnucash-docs/trunk/guide/C/ch_accts.xml 2011-03-17 17:55:12 UTC (rev 20428)
@@ -333,7 +333,7 @@
<mediaobject>
<imageobject>
<imagedata fileref="figures/accts_DefaultIncomeAccounts.png"
- format="PNG" srccredit="Bengt Thuree"></imagedata>
+ format="PNG" srccredit="Cristian Marchi"></imagedata>
</imageobject>
<textobject>
@@ -341,7 +341,7 @@
</textobject>
<caption>
- <para>This image shows the standard <guilabel>income</guilabel>
+ <para>This image shows the standard <emphasis>Income</emphasis>
accounts</para>
</caption>
</mediaobject>
@@ -350,7 +350,7 @@
<mediaobject>
<imageobject>
<imagedata fileref="figures/accts_DefaultExpenseAccounts.png"
- format="PNG" srccredit="Bengt Thuree" ></imagedata>
+ format="PNG" srccredit="Cristian Marchi" ></imagedata>
</imageobject>
<textobject>
@@ -358,7 +358,7 @@
</textobject>
<caption>
- <para>This image shows some standard <guilabel>expense</guilabel>
+ <para>This image shows some standard <emphasis>Expenses</emphasis>
accounts</para>
</caption>
</mediaobject>
@@ -402,28 +402,34 @@
<title>The Basic Top Level Accounts</title>
<para>Now, you must decide how you want to group these accounts. Most
- likely, you want your assets grouped together, your liabilities grouped
- together, your Equity grouped together, your income grouped together,
- and your expenses grouped together. This is the most common way of
+ likely, you want your <emphasis>Assets</emphasis> grouped together, your <emphasis>Liabilities</emphasis> grouped
+ together, your <emphasis>Equity</emphasis> grouped together, your <emphasis>Income</emphasis> grouped together,
+ and your <emphasis>Expenses</emphasis> grouped together. This is the most common way of
building a <application>&app;</application> chart of accounts, and it is highly recommended that
you always begin this way.</para>
- <para>Start with a clean <application>&app;</application> file (do not select any predefined
- accounts) and build this basic starting account structure
- (<menuchoice><guimenu>Actions</guimenu><guimenuitem>New
- Account...</guimenuitem></menuchoice>).</para>
+ <para>Start with a clean <application>&app;</application> file by selecting
+ <menuchoice><guimenu>File</guimenu><guimenuitem>New File</guimenuitem></menuchoice> from the menu. The
+ <guilabel>New Account Hierarchy Setup</guilabel> assistant will start. Press <guibutton>Cancel</guibutton> to close
+ the assistant as we don’t want to use one of the predefined accounts structure; instead we will build a basic
+ starting account structure from scratch. In the empty <application>&app;</application> window select
+ <menuchoice><guimenu>New</guimenu><guimenuitem>New Accounts Page</guimenuitem></menuchoice> from the menu:
+ the <guilabel>Accounts</guilabel> tab will open. Finally select
+ <menuchoice><guimenu>Actions</guimenu><guimenuitem>New Account...</guimenuitem></menuchoice>.</para>
+
+ <para>Now you are ready to build this basic starting account structure</para>
<orderedlist>
<listitem>
- <para>Account name <guilabel>Assets</guilabel> (account type
- <guilabel>Assets</guilabel>, parent account <guilabel>New top level
+ <para>Account name <guilabel>Asset</guilabel> (account type
+ <guilabel>Asset</guilabel>, parent account <guilabel>New top level
account</guilabel>)</para>
<screenshot id="accts-CreateAssetsAccounts">
<mediaobject>
<imageobject>
<imagedata fileref="figures/accts_CreateAssetsAccount.png"
- format="PNG" srccredit="Bengt Thuree"></imagedata>
+ format="PNG" srccredit="Cristian Marchi"></imagedata>
</imageobject>
<textobject>
@@ -432,7 +438,7 @@
<caption>
<para>This image shows the dialog to create an asset
- <guilabel>account</guilabel></para>
+ account</para>
</caption>
</mediaobject>
</screenshot>
@@ -440,7 +446,7 @@
<listitem>
<para>Account name <guilabel>Liabilities</guilabel> (account type
- <guilabel>Liabilities</guilabel>, parent account <guilabel>New top
+ <guilabel>Liability</guilabel>, parent account <guilabel>New top
level account</guilabel>)</para>
</listitem>
@@ -470,7 +476,7 @@
<mediaobject>
<imageobject>
<imagedata fileref="figures/accts_toplevel.png" format="PNG"
- srccredit="Bengt Thuree"></imagedata>
+ srccredit="Cristian Marchi"></imagedata>
</imageobject>
<textobject>
@@ -489,87 +495,96 @@
<para>You can now add to this basic top-level tree structure by inserting
some real transaction-holding sub-accounts. Notice that the tax accounts
- are placed within a sub-account named <quote>Taxes</quote>. You can make sub-accounts
+ are placed within a sub-account named <emphasis>Taxes</emphasis>. You can make sub-accounts
within sub-accounts. This is typically done with a group of related
- accounts (such as tax accounts in this example). <orderedlist>
+ accounts (such as tax accounts in this example).</para>
+ <tip>
+ <para>Instead of selecting <menuchoice><guimenu>Actions</guimenu><guimenuitem>New Account...</guimenuitem></menuchoice>
+ from the menu, you can alternatively create a new sub-account of an account by right clicking
+ on the main account’s name and selecting the <guilabel>New Account...</guilabel> entry.
+ This will open a dialog similar to the one depicted in
+ <xref linkend="accts-CreateAssetsAccounts" /> where the new sub-account will be already set as a
+ child of the main account.</para>
+ </tip>
+ <orderedlist>
<listitem>
<para>Account name <guilabel>Checking</guilabel> (account type
<guilabel>Bank</guilabel>, parent account
- <guilabel>Asset</guilabel>)</para>
+ <emphasis>Asset</emphasis>)</para>
</listitem>
<listitem>
<para>Account name <guilabel>Savings</guilabel> (account type
<guilabel>Bank</guilabel>, parent account
- <guilabel>Asset</guilabel>)</para>
+ <emphasis>Asset</emphasis>)</para>
</listitem>
<listitem>
<para>Account name <guilabel>Visa</guilabel> (account type
<guilabel>Credit Card</guilabel>, parent account
- <guilabel>Liabilities</guilabel>)</para>
+ <emphasis>Liabilities</emphasis>)</para>
</listitem>
<listitem>
<para>Account name <guilabel>Salary</guilabel> (account type
<guilabel>Income</guilabel>, parent account
- <guilabel>Income</guilabel>)</para>
+ <emphasis>Income</emphasis>)</para>
</listitem>
<listitem>
<para>Account name <guilabel>Phone</guilabel> (account type
- <guilabel>Expenses</guilabel>, parent account
- <guilabel>Expenses</guilabel>)</para>
+ <guilabel>Expense</guilabel>, parent account
+ <emphasis>Expenses</emphasis>)</para>
</listitem>
<listitem>
<para>Account name <guilabel>Electricity</guilabel> (account type
- <guilabel>Expenses</guilabel>, parent account
- <guilabel>Expenses</guilabel>)</para>
+ <guilabel>Expense</guilabel>, parent account
+ <emphasis>Expenses</emphasis>)</para>
</listitem>
<listitem>
<para>Account name <guilabel>Rent</guilabel> (account type
- <guilabel>Expenses</guilabel>, parent account
- <guilabel>Expenses</guilabel>)</para>
+ <guilabel>Expense</guilabel>, parent account
+ <emphasis>Expenses</emphasis>)</para>
</listitem>
<listitem>
<para>Account name <guilabel>Groceries</guilabel> (account type
- <guilabel>Expenses</guilabel>, parent account
- <guilabel>Expenses</guilabel>)</para>
+ <guilabel>Expense</guilabel>, parent account
+ <emphasis>Expenses</emphasis>)</para>
</listitem>
<listitem>
<para>Account name <guilabel>Taxes</guilabel> (account type
- <guilabel>Expenses</guilabel>, parent account
- <guilabel>Expenses</guilabel>)</para>
+ <guilabel>Expense</guilabel>, parent account
+ <emphasis>Expenses</emphasis>)</para>
</listitem>
<listitem>
<para>Account name <guilabel>Federal</guilabel> (account type
- <guilabel>Expenses</guilabel>, parent account
+ <guilabel>Expense</guilabel>, parent account
<emphasis>Expenses:Taxes</emphasis>)</para>
</listitem>
<listitem>
<para>Account name <guilabel>Social Security</guilabel> (account
- type <guilabel>Expenses</guilabel>, parent account
+ type <guilabel>Expense</guilabel>, parent account
<emphasis>Expenses:Taxes</emphasis>)</para>
</listitem>
<listitem>
<para>Account name <guilabel>Medicare</guilabel> (account type
- <guilabel>Expenses</guilabel>, parent account
+ <guilabel>Expense</guilabel>, parent account
<emphasis>Expenses:Taxes</emphasis>)</para>
</listitem>
<listitem>
<para>Account name <guilabel>Opening Balance</guilabel> (account
type <guilabel>Equity</guilabel>, parent account
- <guilabel>Equity</guilabel>)</para>
+ <emphasis>Equity</emphasis>)</para>
</listitem>
- </orderedlist></para>
+ </orderedlist>
<para>After you have created these additional sub-accounts, the end
result should look like below</para>
@@ -578,7 +593,7 @@
<mediaobject>
<imageobject>
<imagedata fileref="figures/accts_tree.png" format="PNG"
- srccredit="Bengt Thuree"></imagedata>
+ srccredit="Cristian Marchi"></imagedata>
</imageobject>
<textobject>
Modified: gnucash-docs/trunk/guide/C/figures/accts_CreateAssetsAccount.png
===================================================================
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Modified: gnucash-docs/trunk/guide/C/figures/accts_DefaultExpenseAccounts.png
===================================================================
(Binary files differ)
Modified: gnucash-docs/trunk/guide/C/figures/accts_DefaultIncomeAccounts.png
===================================================================
(Binary files differ)
Modified: gnucash-docs/trunk/guide/C/figures/accts_toplevel.png
===================================================================
(Binary files differ)
Modified: gnucash-docs/trunk/guide/C/figures/accts_tree.png
===================================================================
(Binary files differ)
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