gnucash-docs maint: Link new screens completely in C and partially in de
Frank H.Ellenberger
fell at code.gnucash.org
Sun Jun 20 08:39:27 EDT 2021
Updated via https://github.com/Gnucash/gnucash-docs/commit/5ca94b1d (commit)
from https://github.com/Gnucash/gnucash-docs/commit/c61643dd (commit)
commit 5ca94b1d0ce84429436000182e5969c3d2650200
Author: Frank H. Ellenberger <frank.h.ellenberger at gmail.com>
Date: Sun Jun 20 14:39:04 2021 +0200
Link new screens completely in C and partially in de
diff --git a/help/C/Help_ch_Customize.xml b/help/C/Help_ch_Customize.xml
index 4ab7f49..fd8bbaa 100644
--- a/help/C/Help_ch_Customize.xml
+++ b/help/C/Help_ch_Customize.xml
@@ -1,25 +1,25 @@
<?xml version="1.0" encoding="UTF-8"?>
<!DOCTYPE chapter SYSTEM "gnc-docbookx.dtd">
<!--
- (Do not remove this comment block.)
- Version: 2.0.1
- Last modified: February 13th 2014
- modified: January 16th 2013
- modified: September 26th 2010
- modified: December 7th 2009
- modified: August 2nd 2008
- modified: March 21th 2007
- modified: August 2nd 2006
- modified: July 9th 2006
- modified: February 28th 2005
- Maintainers:
- Alex Aycinena <alex.aycinena at gmail.com>
- Chris Lyttle <chris at wilddev.net>
- Neil Williams <linux at codehelp.co.uk>
- Author:
- Chris Lyttle <chris at wilddev.net>
- Translators:
- (translators put your name and email here)
+(Do not remove this comment block.)
+Version: 2.0.1
+Last modified: February 13th 2014
+modified: January 16th 2013
+modified: September 26th 2010
+modified: December 7th 2009
+modified: August 2nd 2008
+modified: March 21th 2007
+modified: August 2nd 2006
+modified: July 9th 2006
+modified: February 28th 2005
+Maintainers:
+Alex Aycinena <alex.aycinena at gmail.com>
+Chris Lyttle <chris at wilddev.net>
+Neil Williams <linux at codehelp.co.uk>
+Author:
+Chris Lyttle <chris at wilddev.net>
+Translators:
+(translators put your name and email here)
-->
<chapter id="custom-gnucash"
xmlns:xi="http://www.w3.org/2001/XInclude">
@@ -32,29 +32,26 @@
<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.
+ 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 <guilabel>Other</guilabel> tab allows enabling/disabling of the options; Show Hidden accounts,
- Show zero total 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 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 <guibutton>Options</guibutton> button
- (the small down pointing arrow on the right side of the main account window
- <emphasis>Titlebar</emphasis>), and selecting the option(s) to display. These selections set
- the view on all open windows of the account tree.
+ <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 <guibutton>Options</guibutton> button (the small down pointing arrow on the right side of the main account window <emphasis>Titlebar</emphasis>), and selecting the option(s) to display.
+ These selections set the view on all open windows of the account tree.
</para>
</sect1>
<sect1 id="set-prefs">
<title>Setting Preferences</title>
- <para>The <guilabel>&app; Preferences</guilabel> window allows you to customize your &app; session by
- setting several options. From the &app; menu select
+ <para>The <guilabel>&app; Preferences</guilabel> window allows you to customize your &app; session by setting several options.
+ From the &app; menu select
<menuchoice>
<guimenu>Edit</guimenu><guimenuitem>Preferences</guimenuitem>
</menuchoice>
@@ -62,19 +59,17 @@
<menuchoice>
<guimenu>GnuCash</guimenu><guimenuitem>Preferences</guimenuitem>
</menuchoice>
- on MacOS). The <guilabel>&appname; Preferences</guilabel> window will open. Using the tabs on
- the left make your desired changes. The settings in this dialog are set per user and not
- stored with the file. This is in contrast to the settings described in
- <xref linkend="book-options"/>, which are kept with, and are part of, the file (or Book), and
- as such are common to all users. So <guilabel>&appname; Preferences</guilabel> settings are
- individual to each user who uses a given file and any changes made by one user will not affect
- other users of that file. Also, a given user's preferences will be common to all files that
- that user opens with &app;.
+ on MacOS).
+ The <guilabel>&appname; Preferences</guilabel> window will open.
+ Using the tabs on the left make your desired changes.
+ The settings in this dialog are set per user and not stored with the file.
+ This is in contrast to the settings described in <xref linkend="book-options"/>, which are kept with, and are part of, the file (or Book), and as such are common to all users.
+ So <guilabel>&appname; Preferences</guilabel> settings are individual to each user who uses a given file and any changes made by one user will not affect other users of that file.
+ Also, a given user's preferences will be common to all files that that user opens with &app;.
</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>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>
@@ -83,18 +78,16 @@
</para>
</note>
- <para>To close the <guilabel>&appname; Preferences</guilabel> window press the
- <guibutton>Close</guibutton> button.
+ <para>To close the <guilabel>&appname; Preferences</guilabel> window press the <guibutton>Close</guibutton> button.
</para>
- <para>Each tab in the <guilabel>&appname; Preferences</guilabel> window is discussed in its own section
- below. For a listing of the tabs, see <xref linkend="custom-gnucash"/>.
+ <para>Each tab in the <guilabel>&appname; Preferences</guilabel> window is discussed in its own section below.
+ For a listing of the tabs, see <xref linkend="custom-gnucash"/>.
</para>
<note>
- <para>The presentation of the sections that follows matches the order of the tabs, which are sorted
- alphabetically by name, in English. The order of the tabs may be different in other
- languages.
+ <para>The presentation of the sections that follows matches the order of the tabs, which are sorted alphabetically by name, in English.
+ The order of the tabs may be different in other languages.
</para>
</note>
@@ -128,15 +121,15 @@
<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><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><guilabel>Absolute:</guilabel> Use the specified absolute starting date for profit/loss calculations.
+ Also use this date for net assets calculations.
</para>
</listitem>
</itemizedlist>
@@ -167,15 +160,12 @@
<itemizedlist>
<listitem>
- <para><guilabel>Include grand total:</guilabel> If checked, show in the <emphasis>Summarybar</emphasis> a
- grand total of all accounts converted to the default currency.
+ <para><guilabel>Include grand total:</guilabel> If checked, show in the <emphasis>Summarybar</emphasis> 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, &app; will include in
- the <emphasis>Summarybar</emphasis> a total for non-currency items (for instance
- number of shares).
+ <para><guilabel>Include non-currency totals:</guilabel> if this option is selected, &app; will include in the <emphasis>Summarybar</emphasis> a total for non-currency items (for instance number of shares).
</para>
</listitem>
</itemizedlist>
@@ -208,31 +198,25 @@
<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><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>
<listitem>
- <para><guilabel>Reverse Balanced accounts:</guilabel> This option lets you determine whether account
- balances will display as positive or negative numbers:
+ <para><guilabel>Reverse Balanced accounts:</guilabel> This option lets you determine whether account balances will display as positive or negative numbers:
</para>
<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="acct-types"></xref> for more information on these account types.
+ <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><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><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>
@@ -244,16 +228,12 @@
</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><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 item determines which currency will be selected by
- default when creating new accounts.
+ <para><guilabel>Default Currency:</guilabel> This item determines which currency will be selected by default when creating new accounts.
</para>
<itemizedlist>
@@ -270,20 +250,17 @@
</listitem>
<listitem>
- <para><guilabel>Account Color:</guilabel> This option lets you manage the display of the account color set
- in the <guilabel>Edit Account</guilabel> window:
+ <para><guilabel>Account Color:</guilabel> This option lets you manage the display of the account color set in the <guilabel>Edit Account</guilabel> window:
</para>
<itemizedlist>
<listitem>
- <para><guilabel>Show the Account Colors as background:</guilabel> show the accounts color as account name
- background in the Accounts Page.
+ <para><guilabel>Show the Account Colors as background:</guilabel> show the accounts color as account name background in the Accounts Page.
</para>
</listitem>
<listitem>
- <para><guilabel>Show the Account Colors on tabs:</guilabel> show the accounts color as background in the
- account register tabs.
+ <para><guilabel>Show the Account Colors on tabs:</guilabel> show the accounts color as background in the account register tabs.
</para>
</listitem>
</itemizedlist>
@@ -321,20 +298,18 @@
<itemizedlist>
<listitem>
- <para><guilabel>Enable extra buttons:</guilabel> If checked, extra toolbar buttons for common business
- functions are shown.
+ <para><guilabel>Enable extra buttons:</guilabel> If checked, extra toolbar buttons for common business functions are shown.
</para>
</listitem>
<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><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><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>
@@ -346,25 +321,23 @@
<itemizedlist>
<listitem>
- <para><guilabel>Report for printing:</guilabel> Allows to select the invoice report to be used for
- printing.
+ <para><guilabel>Report for printing:</guilabel> Allows to select the invoice report to be used for printing.
</para>
</listitem>
<listitem>
- <para><guilabel>Tax Included:</guilabel> Whether tax is included by default in entries on invoices. This
- setting is inherited by new customers and vendors.
+ <para><guilabel>Tax Included:</guilabel> Whether tax is included by default in entries on invoices.
+ This setting is inherited by new customers and vendors.
</para>
</listitem>
<listitem>
- <para><guilabel>Auto pay on posting:</guilabel> If enabled, at post time automatically attempt to pay
- customer documents with outstanding pre-payments and counter documents.
+ <para><guilabel>Auto pay on posting:</guilabel> If enabled, at post time automatically attempt to pay customer documents with outstanding pre-payments and counter documents.
</para>
<note>
- <para>Counter documents are documents with opposite sign. For example for an invoice, customer credit
- notes and negative invoices are considered counter documents.
+ <para>Counter documents are documents with opposite sign.
+ For example for an invoice, customer credit notes and negative invoices are considered counter documents.
</para>
<para>The pre-payments and documents obviously have to be against the same customer.
@@ -380,31 +353,28 @@
<itemizedlist>
<listitem>
- <para><guilabel>Notify when due:</guilabel> Lets you set whether you want to be notified at &app; startup
- of when a bill is soon to be due.
+ <para><guilabel>Notify when due:</guilabel> Lets you set whether you want to be notified at &app; startup of when a bill is soon to be due.
</para>
</listitem>
<listitem>
- <para><guilabel>Days in advance:</guilabel> How many days before the due date to warn about bills coming
- due.
+ <para><guilabel>Days in advance:</guilabel> How many days before the due date to warn about bills coming due.
</para>
</listitem>
<listitem>
- <para><guilabel>Tax Included:</guilabel> Whether tax is included by default in entries on bills. This
- setting is inherited by new customers and vendors.
+ <para><guilabel>Tax Included:</guilabel> Whether tax is included by default in entries on bills.
+ This setting is inherited by new customers and vendors.
</para>
</listitem>
<listitem>
- <para><guilabel>Process payments on posting:</guilabel> If enabled, at post time automatically attempt to
- pay vendor documents with outstanding pre-payments and counter documents.
+ <para><guilabel>Process payments on posting:</guilabel> If enabled, at post time automatically attempt to pay vendor documents with outstanding pre-payments and counter documents.
</para>
<note>
- <para>Counter documents are documents with opposite sign. For example for a bill, vendor credit notes and
- negative bills are considered counter documents.
+ <para>Counter documents are documents with opposite sign.
+ For example for a bill, vendor credit notes and negative bills are considered counter documents.
</para>
<para>The pre-payments and documents obviously have to be against the same vendor.
@@ -446,16 +416,16 @@
<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><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>
<listitem>
- <para><guilabel>Date Format:</guilabel> This option controls the appearance of the date (you can see a
- preview of the date beside each of the choices). The available choices are:
+ <para><guilabel>Date Format:</guilabel> This option controls the appearance of the date (you can see a preview of the date beside each of the choices).
+ The available choices are:
</para>
<itemizedlist>
@@ -487,20 +457,16 @@
</listitem>
<listitem>
- <para><guilabel>Date completion:</guilabel> This option lets you manage the case when a date is entered
- without a year:
+ <para><guilabel>Date completion:</guilabel> This option lets you manage the case when a date is entered without a year:
<itemizedlist>
<listitem>
- <para><guilabel>In the current calendar year:</guilabel> Dates will be completed so that they are within
- the current calendar year.
+ <para><guilabel>In the current calendar year:</guilabel> Dates will be completed so that they are within the current calendar year.
</para>
</listitem>
<listitem>
- <para><guilabel>In a sliding 12-month window starting a configurable number of months before the current
- month:</guilabel> (Default) Dates will be completed so that they are close to the
- current date. You can enter the maximum number of months to go backwards in time
- when completing dates in a range of 0…11 with 6 as default.
+ <para><guilabel>In a sliding 12-month window starting a configurable number of months before the current month:</guilabel> (Default) Dates will be completed so that they are close to the current date.
+ You can enter the maximum number of months to go backwards in time when completing dates in a range of 0…11 with 6 as default.
</para>
</listitem>
</itemizedlist>
@@ -539,20 +505,17 @@
<itemizedlist>
<listitem>
- <para><guilabel>Display "Tip of the Day" dialog:</guilabel> This option displays or hides the
- <guilabel>Tip of the Day</guilabel> screen when &app; is started.
+ <para><guilabel>Display "Tip of the Day" dialog:</guilabel> This option displays or hides <xref linkend="tip-of-the-day"/> when &app; 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 &app; is starting up.
+ <para><guilabel>Show splash screen:</guilabel> With this option you can enable or disable the visualization of the startup screen while &app; is starting up.
</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
+ <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>
@@ -561,33 +524,18 @@
</listitem>
<listitem>
- <para><guilabel>Set book option on new files to use split "action" field for "Num" field on
- registers/reports:</guilabel> If selected, the displayed setting on the
- <guilabel>New Book Options</guilabel> dialog for the <guilabel>Use Split Action
- Field for Number</guilabel> setting will be selected and, if saved, the book option
- for the new file will be set so that the "Num" field on registers shows/updates the
- split-action field and the transaction-num field is shown on the second line in
- double line mode (and is not visible in single line mode). Otherwise, the displayed
- setting on the dialog will not be selected and, if saved, the book option for the
- new file will be set so that the "Num" field on registers shows/updates the
- transaction-num field. See the discussion in
- <xref
- linkend="book-options"/> about how to set book options including
- the option for <xref linkend="num-action-book-option"/>. Regardless of the setting
- of this preference, the user can modify the initially displayed setting for this
- option on the <guilabel>New Book Options</guilabel> dialog before saving the
- options.
+ <para><guilabel>Set book option on new files to use split "action" field for "Num" field on registers/reports:</guilabel> If selected, the displayed setting on the <guilabel>New Book Options</guilabel> dialog for the <guilabel>Use Split Action Field for Number</guilabel> setting will be selected and, if saved, the book option for the new file will be set so that the "Num" field on registers shows/updates the split-action field and the transaction-num field is shown on the second line in double line mode (and is not visible in single line mode).
+ Otherwise, the displayed setting on the dialog will not be selected and, if saved, the book option for the new file will be set so that the "Num" field on registers shows/updates the transaction-num field.
+ See the discussion in <xref
+ linkend="book-options"/> about how to set book options including the option for <xref linkend="num-action-book-option"/>.
+ Regardless of the setting of this preference, the user can modify the initially displayed setting for this option on the <guilabel>New Book Options</guilabel> dialog before saving the options.
</para>
</listitem>
</itemizedlist>
<note>
- <para>If the <guilabel>New Book Options</guilabel> dialog appears in situations where a new book is being
- set up, the settings from this preference will determine the default setting for the
- corresponding check box on the dialog. However, the <guibutton>OK</guibutton> button
- on the <guilabel>New Book Options</guilabel> dialog must be pressed for the setting to
- be made for the new book; otherwise it will default to <emphasis>not
- selected</emphasis>.
+ <para>If the <guilabel>New Book Options</guilabel> dialog appears in situations where a new book is being set up, the settings from this preference will determine the default setting for the corresponding check box on the dialog.
+ However, the <guibutton>OK</guibutton> button on the <guilabel>New Book Options</guilabel> dialog must be pressed for the setting to be made for the new book; otherwise it will default to <emphasis>not selected</emphasis>.
</para>
</note>
</listitem>
@@ -598,26 +546,22 @@
<itemizedlist>
<listitem>
- <para><guilabel>Display negative amounts in red:</guilabel> If you turn off this option, &app; will
- display negative numbers in black.
+ <para><guilabel>Display negative amounts in red:</guilabel> If you turn off this option, &app; 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><guilabel>Automatic Decimal Point:</guilabel> This option will automatically insert a decimal point into numbers you type in.
</para>
<note>
- <para>When a calculation is entered in the <guilabel>Amount</guilabel> field, the decimal sign is inserted
- into <emphasis>every</emphasis> operand that omits a decimal separator.
+ <para>When a calculation is entered in the <guilabel>Amount</guilabel> field, the decimal sign is inserted into <emphasis>every</emphasis> operand that omits a decimal separator.
</para>
</note>
</listitem>
<listitem>
- <para><guilabel>Decimal Places:</guilabel> This field allows you to set the number of decimal places to be
- used.
+ <para><guilabel>Decimal Places:</guilabel> This field allows you to set the number of decimal places to be used.
</para>
</listitem>
</itemizedlist>
@@ -634,35 +578,30 @@
<itemizedlist>
<listitem>
- <para><guilabel>Compress files:</guilabel> This option determines whether the &app; data file will be
- compressed or not.
+ <para><guilabel>Compress files:</guilabel> This option determines whether the &app; data file will be compressed or not.
</para>
</listitem>
<listitem>
- <para><guilabel>Show auto-save confirmation question:</guilabel> If this option is enabled, &app; will
- show you a confirmation screen each time the auto-save process is started.
+ <para><guilabel>Show auto-save confirmation question:</guilabel> If this option is enabled, &app; 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><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>Enable timout on "Save changes on closing" question:</guilabel> If enabled, the
- <guilabel>Save changes on closing</guilabel> question will only wait a limited
- number of seconds for an answer. If the user didn’t answer within that time,
- the changes will be saved automatically and the question window closed. You can set
- the number of seconds in the <guilabel>Time to wait for answer</guilabel> field.
+ <para><guilabel>Enable timout on "Save changes on closing" question:</guilabel> If enabled, the <guilabel>Save changes on closing</guilabel> question will only wait a limited number of seconds for an answer.
+ If the user didn’t answer within that time, the changes will be saved automatically and the question window closed.
+ You can set the number of seconds in the <guilabel>Time to wait for answer</guilabel> field.
</para>
</listitem>
<listitem>
- <para><guilabel>Retain log files:</guilabel> In this section you can set your preferences about the log
- files using the provided radio buttons.
+ <para><guilabel>Retain log files:</guilabel> In this section you can set your preferences about the log files using the provided radio buttons.
</para>
<itemizedlist>
@@ -691,8 +630,7 @@
<itemizedlist>
<listitem>
- <para><guilabel>New search limit:</guilabel> Defaults to "new search" if fewer than this number of items
- is returned.
+ <para><guilabel>New search limit:</guilabel> Defaults to "new search" if fewer than this number of items is returned.
</para>
</listitem>
</itemizedlist>
@@ -730,17 +668,14 @@
<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><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>
<listitem>
- <para><guilabel>Default transaction status (overridden by the status given by the QIF file):</guilabel> In
- this section you can set the default status for imported transactions using the
- provided self-explainingradio buttons:
+ <para><guilabel>Default transaction status (overridden by the status given by the QIF file):</guilabel> In this section you can set the default status for imported transactions using the provided self-explainingradio buttons:
</para>
<itemizedlist>
@@ -769,63 +704,50 @@
<itemizedlist>
<listitem>
- <para><guilabel>Enable skip transaction action:</guilabel> Enable the SKIP action in the transaction
- matcher. If enabled, a transaction whose best match’s score is in the yellow
- zone (above the Auto-ADD threshold but below the Auto-CLEAR threshold) will be
- skipped by default.
+ <para><guilabel>Enable skip transaction action:</guilabel> Enable the SKIP action in the transaction matcher.
+ If enabled, a transaction whose best match’s score is in the yellow zone (above the Auto-ADD threshold but below the Auto-CLEAR threshold) will be skipped by default.
</para>
</listitem>
<listitem>
- <para><guilabel>Enable update match action:</guilabel> Enable the UPDATE AND RECONCILE action in the
- transaction matcher. If enabled, a transaction whose best match’s score is
- above the Auto-CLEAR threshold and has a different date or amount than the matching
- existing transaction will cause the existing transaction to be updated and cleared
- by default.
+ <para><guilabel>Enable update match action:</guilabel> Enable the UPDATE AND RECONCILE action in the transaction matcher.
+ If enabled, a transaction whose best match’s score is above the Auto-CLEAR threshold and has a different date or amount than the matching existing transaction will cause the existing transaction to be updated and cleared by default.
</para>
</listitem>
<listitem>
- <para><guilabel>Use Bayesian matching:</guilabel> Use Bayesian algorithms to match new transactions with
- existing accounts.
+ <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><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><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><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 stores. These ATMs
- add their 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 &app;.
+ <para><guilabel>Commercial ATM fees threshold:</guilabel> In some places commercial ATMs (not belonging to a financial institution) are installed in places like convenience stores.
+ These
+ ATMs add their 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 &app;.
</para>
</listitem>
<listitem>
- <para><guilabel>Automatically create new commodities:</guilabel> Enables the automatic creation of new
- commodities if any unknown commodity is encountered during import. If not enabled,
- the user will be asked what to do with each unknown commodity.
+ <para><guilabel>Automatically create new commodities:</guilabel> Enables the automatic creation of new commodities if any unknown commodity is encountered during import.
+ If not enabled, the user will be asked what to do with each unknown commodity.
</para>
</listitem>
</itemizedlist>
@@ -842,20 +764,17 @@
<itemizedlist>
<listitem>
- <para><guilabel>Close log window when finished:</guilabel> Close the log window when the operation is
- completed.
+ <para><guilabel>Close log window when finished:</guilabel> Close the log window when the operation is completed.
</para>
</listitem>
<listitem>
- <para><guilabel>Remember PIN:</guilabel> Enable this option if you want &app; to remember the PIN you
- enter for online banking authentication.
+ <para><guilabel>Remember PIN:</guilabel> Enable this option if you want &app; 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 &app; to show more
- information about the online banking operations.
+ <para><guilabel>Verbose debug messages:</guilabel> Enable this option if you want &app; to show more information about the online banking operations.
</para>
</listitem>
</itemizedlist>
@@ -886,16 +805,13 @@
</screenshot>
</figure>
- <para>The <guilabel>Online Quotes</guilabel> tab allows you to set options that affect the fetching of
- online quotes with the <acronym>perl</acronym> module
- <application>Finance::Quote</application>.
+ <para>The <guilabel>Online Quotes</guilabel> tab allows you to set options that affect the fetching of online quotes with the <acronym>perl</acronym> module <application>Finance::Quote</application>.
</para>
<itemizedlist>
<listitem>
- <para><guilabel>Alpha Vantage API key:</guilabel> To retrieve online quotes from Alphavantage, this key
- needs to be set. A key can be retrieved from the <ulink url="&url-av;">Alpha Vantage
- website</ulink>.
+ <para><guilabel>Alpha Vantage API key:</guilabel> To retrieve online quotes from Alphavantage, this key needs to be set.
+ A key can be retrieved from the <ulink url="&url-av;">Alpha Vantage website</ulink>.
</para>
</listitem>
</itemizedlist>
@@ -909,7 +825,7 @@
</listitem>
<listitem>
-<!-- TODO: create link to id="currency_howto_Auto" -->
+ <!-- TODO: create link to id="currency_howto_Auto" -->
<para><quote>Automatic Updating Exchange Rates</quote> in the guide.
</para>
</listitem>
@@ -939,27 +855,22 @@
</screenshot>
</figure>
- <para>The <guilabel>Printing</guilabel> tab allows you to set some options that affect the printing of
- checks on paper.
+ <para>The <guilabel>Printing</guilabel> tab allows you to set some options that affect the printing of checks on paper.
</para>
<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><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><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 <guilabel>Pick a
- Font</guilabel> screen in which you can customize the font that will be used to print
- checks.
+ <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>
@@ -995,23 +906,18 @@
<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 function="enter">Enter</keycap> key. Otherwise the cursor will be moved down
- one row.
+ <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 function="enter">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><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 Memorized 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><guilabel>Tab order includes Transfer on Memorized 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>
@@ -1023,28 +929,23 @@
<itemizedlist>
<listitem>
- <para><guilabel>Check cleared transactions:</guilabel> If selected, automatically check off cleared
- transactions when reconciling.
+ <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><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 payment:</guilabel> If selected, after reconciling a credit card
- statement, prompt the user to enter a credit card payment.
+ <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><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>
@@ -1056,28 +957,23 @@
<itemizedlist>
<listitem>
- <para><guilabel>Use &appname; built-in color theme:</guilabel> If selected, the original &app; register
- color theme will be used. Otherwise the system color theme will be applied to
- register windows.
+ <para><guilabel>Use &appname; built-in color theme:</guilabel> If selected, the original &app; register color theme will be used.
+ Otherwise the system color theme will be applied to register windows.
</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><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, &app; will draw a horizontal
- line between each row.
+ <para><guilabel>Draw horizontal lines between rows:</guilabel> If selected, &app; will draw a horizontal line between each row.
</para>
</listitem>
<listitem>
- <para><guilabel>Draw vertical lines between columns:</guilabel> If selected, &app; will draw a vertical
- line between the cells in each row.
+ <para><guilabel>Draw vertical lines between columns:</guilabel> If selected, &app; will draw a vertical line between the cells in each row.
</para>
</listitem>
</itemizedlist>
@@ -1108,8 +1004,7 @@
</screenshot>
</figure>
- <para>The <guilabel>Register Defaults</guilabel> tab preferences affect the behavior of the transaction
- register windows.
+ <para>The <guilabel>Register Defaults</guilabel> tab preferences affect the behavior of the transaction register windows.
</para>
<itemizedlist>
@@ -1125,8 +1020,8 @@
</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><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>
@@ -1144,22 +1039,18 @@
<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><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><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 behavior is to display the full account name including the path in the
- account tree.
+ <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 behavior is to display the full account name including the path in the account tree.
</para>
<warning>
@@ -1169,8 +1060,8 @@
</listitem>
<listitem>
- <para><guilabel>Number of transactions:</guilabel> How many transactions to show in a register. Set to 0
- to show all transactions.
+ <para><guilabel>Number of transactions:</guilabel> How many transactions to show in a register.
+ Set to 0 to show all transactions.
</para>
</listitem>
</itemizedlist>
@@ -1206,8 +1097,8 @@
<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><guilabel>Default Report Currency:</guilabel> This item determines which currency will be used by default when creating reports.
+ You can choose:
</para>
<itemizedlist>
@@ -1229,8 +1120,7 @@
<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><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>
@@ -1261,9 +1151,8 @@
</screenshot>
</figure>
- <para>The <guilabel>Scheduled Transactions</guilabel> tab preferences affect the behavior of &app; for
- scheduling transactions. More information about scheduled transactions can be found in
- <xref linkend="trans-sched"/>.
+ <para>The <guilabel>Scheduled Transactions</guilabel> tab preferences affect the behavior of &app; for scheduling transactions.
+ More information about scheduled transactions can be found in <xref linkend="trans-sched"/>.
</para>
<itemizedlist>
@@ -1273,14 +1162,12 @@
<itemizedlist>
<listitem>
- <para><guilabel>Run when data file opened:</guilabel> If selected, the <guilabel>Since Last Run</guilabel>
- screen will appear when &app; opens the file.
+ <para><guilabel>Run when data file opened:</guilabel> If selected, the <guilabel>Since Last Run</guilabel> screen will appear when &app; opens the file.
</para>
</listitem>
<listitem>
- <para><guilabel>Show notification window:</guilabel> If selected, a list of scheduled and created
- transactions will appear when &app; opens the file.
+ <para><guilabel>Show notification window:</guilabel> If selected, a list of scheduled and created transactions will appear when &app; opens the file.
</para>
</listitem>
</itemizedlist>
@@ -1292,22 +1179,18 @@
<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 can also check <guilabel>Notify before transactions are created</guilabel> so
- that you will be able to confirm creating the transactions.
+ <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 can 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:</guilabel> The default number of days in advance to create the
- registered scheduled transactions.
+ <para><guilabel>Create in advance:</guilabel> The default number of days in advance to create the registered scheduled transactions.
</para>
</listitem>
<listitem>
- <para><guilabel>Remind in advance:</guilabel> The default number of days in advance to remind about new
- scheduled transactions.
+ <para><guilabel>Remind in advance:</guilabel> The default number of days in advance to remind about new scheduled transactions.
</para>
</listitem>
</itemizedlist>
@@ -1345,8 +1228,7 @@
<itemizedlist>
<listitem>
- <para><guilabel>Save window size and position:</guilabel> If selected, next time &app; starts it will
- re-use the window size and position configured in the last run.
+ <para><guilabel>Save window size and position:</guilabel> If selected, next time &app; starts it will re-use the window size and position configured in the last run.
</para>
</listitem>
</itemizedlist>
@@ -1358,22 +1240,19 @@
<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><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><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.
<note>
- <para>If the text in the tab is longer than this value (the test is approximate) then the tab label will
- have the middle cut and replaced with an ellipsis.
+ <para>If the text in the tab is longer than this value (the test is approximate) then the tab label will have the middle cut and replaced with an ellipsis.
</para>
</note>
</para>
@@ -1385,8 +1264,7 @@
<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>Position the tabs at the <guilabel>Top</guilabel> (default), <guilabel>Bottom</guilabel>, <guilabel>Left</guilabel> or <guilabel>Right</guilabel>.
</para>
</listitem>
@@ -1394,8 +1272,7 @@
<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 &app; main window.
+ <para>Position the Summary Bar at the <guilabel>Top</guilabel> or at the <guilabel>Bottom</guilabel> (default) of the &app; main window.
</para>
</listitem>
</itemizedlist>
@@ -1409,41 +1286,31 @@
<menuchoice>
<guimenu>File</guimenu> <guimenuitem>Properties</guimenuitem>
</menuchoice>
- menu item is used to set or modify choices that affect how a specific &app; file (also
- referred to as a Book) operates. Selecting this menu item brings up the <guilabel>Book Options
- </guilabel> dialog. This dialog also appears in situations where you are importing
- transactions into a new book, with the title <guilabel>New Book Options</guilabel>. It is
- automatically raised in these 'new book' situations because these settings can affect how
- imported data are converted to &app; transactions and so should be considered and set before
- your first import (specifically, the <xref linkend="num-action-book-option"/> setting).
+ menu item is used to set or modify choices that affect how a specific &app; file (also referred to as a Book) operates.
+ Selecting this menu item brings up the <guilabel>Book Options </guilabel> dialog.
+ This dialog also appears in situations where you are importing transactions into a new book, with the title <guilabel>New Book Options</guilabel>.
+ It is automatically raised in these 'new book' situations because these settings can affect how imported data are converted to &app; transactions and so should be considered and set before your first import (specifically, the <xref linkend="num-action-book-option"/> setting).
</para>
- <para>The settings in this dialog are kept with, and are part of, the file (or Book). This is in contrast
- to the settings described in <xref linkend="set-prefs"/>, which are set per user and not
- stored with the file. So <guilabel>Book Options</guilabel> settings are shared by all users
- who use a given file and any changes made by one user will affect all users of that file.
+ <para>The settings in this dialog are kept with, and are part of, the file (or Book).
+ This is in contrast to the settings described in <xref linkend="set-prefs"/>, which are set per user and not stored with the file.
+ So <guilabel>Book Options</guilabel> settings are shared by all users who use a given file and any changes made by one user will affect all users of that file.
</para>
<tip>
- <para>Pausing the cursor for a couple of seconds over options in these tabs will display a tooltip with a
- more detailed description of the choice.
+ <para>Pausing the cursor for a couple of seconds over options in these tabs will display a tooltip with a more detailed description of the choice.
</para>
</tip>
- <para>The <guilabel>Book Options</guilabel> dialog has five buttons that are common to all tabs. The
- <guibutton>Reset defaults</guibutton> button takes all items on the visible tab and sets their
- value to the default setting; it only affects the visible tab. The <guibutton>Help</guibutton>
- button opens up a help window to this section. The <guibutton>Cancel</guibutton> button closes
- the dialog, making no changes to the saved settings for <guilabel>Book Options</guilabel>. The
- <guibutton>Apply</guibutton> button is initially insensitive but becomes sensitive when any
- setting is set or changed. Selecting it saves the setting(s) for the book but keeps the
- <guilabel>Book Options</guilabel> dialog open. Typically, the changes are reflected in the
- affected areas of &app; as soon as the button is pressed, so it can be used to 'see' the
- effect of a given option without having to re-open the dialog. The
- <guibutton>Apply</guibutton> button is not sensitive on the dialog if it appears during
- transaction import (that is, 'new book') situations. The <guibutton>OK</guibutton> button
- behaves like the <guibutton>Apply</guibutton> button except that it immediately
- <emphasis>closes</emphasis> the dialog, as well.
+ <para>The <guilabel>Book Options</guilabel> dialog has five buttons that are common to all tabs.
+ The <guibutton>Reset defaults</guibutton> button takes all items on the visible tab and sets their value to the default setting; it only affects the visible tab.
+ The <guibutton>Help</guibutton> button opens up a help window to this section.
+ The <guibutton>Cancel</guibutton> button closes the dialog, making no changes to the saved settings for <guilabel>Book Options</guilabel>.
+ The <guibutton>Apply</guibutton> button is initially insensitive but becomes sensitive when any setting is set or changed.
+ Selecting it saves the setting(s) for the book but keeps the <guilabel>Book Options</guilabel> dialog open.
+ Typically, the changes are reflected in the affected areas of &app; as soon as the button is pressed, so it can be used to 'see' the effect of a given option without having to re-open the dialog.
+ The <guibutton>Apply</guibutton> button is not sensitive on the dialog if it appears during transaction import (that is, 'new book') situations.
+ The <guibutton>OK</guibutton> button behaves like the <guibutton>Apply</guibutton> button except that it immediately <emphasis>closes</emphasis> the dialog, as well.
</para>
<sect2 id="accounts-book-options">
@@ -1460,20 +1327,17 @@
</screenshot>
</figure>
- <para>The <guilabel>Accounts</guilabel> tab of this dialog allows the selection of options that affect how
- accounting registers function.
+ <para>The <guilabel>Accounts</guilabel> tab of this dialog allows the selection of options that affect how accounting registers function.
</para>
<sect3 id="trading-accounts-book-option">
<title>Use Trading Accounts</title>
- <para>Check the <guilabel>Use Trading Accounts</guilabel> checkbox to have trading accounts used for
- transactions involving more than one currency or commodity.
+ <para>Check the <guilabel>Use Trading Accounts</guilabel> checkbox to have trading accounts used for transactions involving more than one currency or commodity.
</para>
<tip>
- <para>To avoid several problems on multiple currency accounting read Peter Selinger's
- <ulink url="&url-selinger;accounting/tutorial.html">&tit-sel-tut;</ulink>.
+ <para>To avoid several problems on multiple currency accounting read Peter Selinger's <ulink url="&url-selinger;accounting/tutorial.html">&tit-sel-tut;</ulink>.
</para>
</tip>
</sect3>
@@ -1481,11 +1345,10 @@
<sect3 id="read-only-days-option">
<title>Day Threshold for Read-Only Transactions</title>
- <para>Use the <guilabel>Day Threshold for Read-Only Transactions</guilabel> spin-box to choose the number
- of days before today, prior to which, transactions will be read-only and cannot be edited
- anymore in the registers. This threshold is marked by a red line in the account register
- windows. If zero, all transactions can be edited and none are read-only. This feature is
- intended to be used to guard against accidental changes to non-current transactions.
+ <para>Use the <guilabel>Day Threshold for Read-Only Transactions</guilabel> spin-box to choose the number of days before today, prior to which, transactions will be read-only and cannot be edited anymore in the registers.
+ This threshold is marked by a red line in the account register windows.
+ If zero, all transactions can be edited and none are read-only.
+ This feature is intended to be used to guard against accidental changes to non-current transactions.
</para>
</sect3>
@@ -1497,78 +1360,51 @@
</para>
</note>
- <para>Check the <guilabel>Use Split Action Field for Number</guilabel> checkbox to have the split action
- field of the anchor split used for the 'Num' column in registers, reports and
- import/export functions, where applicable, in place of the transaction number; the
- transaction number is then shown as 'T-Num' on reports and on the second line of
- registers. This choice has a corresponding effect on business features.
+ <para>Check the <guilabel>Use Split Action Field for Number</guilabel> checkbox to have the split action field of the anchor split used for the 'Num' column in registers, reports and import/export functions, where applicable, in place of the transaction number; the transaction number is then shown as 'T-Num' on reports and on the second line of registers.
+ This choice has a corresponding effect on business features.
</para>
- <para>The difference between the two is that with the checkbox not selected, the same 'Num' is displayed
- for a given transaction regardless of what register it is viewed in and with the checkbox
- selected, a different 'Num' can be entered/displayed for a given transaction in each
- register it is viewed in. In both cases, the 'next number logic' of the 'Num' cell is
- based on the account of the register the transaction is entered to or viewed from but in
- one case it fills the transaction number, in the other, it fills the split action field of
- the anchor split. In both cases, both fields are visible and can be viewed and used as
- free-form text in double-line mode for any value the user wants.
+ <para>The difference between the two is that with the checkbox not selected, the same 'Num' is displayed for a given transaction regardless of what register it is viewed in and with the checkbox selected, a different 'Num' can be entered/displayed for a given transaction in each register it is viewed in.
+ In both cases, the 'next number logic' of the 'Num' cell is based on the account of the register the transaction is entered to or viewed from but in one case it fills the transaction number, in the other, it fills the split action field of the anchor split.
+ In both cases, both fields are visible and can be viewed and used as free-form text in double-line mode for any value the user wants.
</para>
<warning>
- <para>Initial setup of &app;: It is expected that, after careful consideration of the consequences, this
- option will be set when a new &app; file is created and not changed thereafter (see next
- warning). For this reason, a preference is provided (see
- <link
- linkend="prefs-general">Setting Preferences - General </link>) that
- can establish an initial default setting for new files, so that if you will have more
- than one file, it is easier to set them all up consistently. You may wish to set up a
- test file and experiment with the two settings to understand the differences before
- establishing your first real &app; file.
+ <para>Initial setup of &app;: It is expected that, after careful consideration of the consequences, this option will be set when a new &app; file is created and not changed thereafter (see next warning).
+ For this reason, a preference is provided (see <link
+ linkend="prefs-general">Setting Preferences - General </link>) that can establish an initial default setting for new files, so that if you will have more than one file, it is easier to set them all up consistently.
+ You may wish to set up a test file and experiment with the two settings to understand the differences before establishing your first real &app; file.
</para>
</warning>
<tip>
- <para>Moving from Quicken: For users that are switching from other personal accounting applications, such
- as Quicken, selecting this option may be more consistent with the numbering approach
- used there and can preserve the numbering of historical data brought over; this option
- should be set before performing the initial import.
+ <para>Moving from Quicken: For users that are switching from other personal accounting applications, such as Quicken, selecting this option may be more consistent with the numbering approach used there and can preserve the numbering of historical data brought over; this option should be set before performing the initial import.
</para>
</tip>
<warning>
- <para>Changing this option for an existing &app; file: If you change this option for an existing file,
- historical data will not be changed. This means that if you set the option one way,
- enter (or import) transactions, then change the option and enter (or import) additional
- transactions and switch back-and-forth, you will end up with a file that will appear to
- have inconsistent treatment of numbers in registers, reports and exports. This is
- because the setting of this option at the time of data entry/import determines where the
- number data is stored and the setting at the time of data display/reporting/exporting
- determines which field is displayed as number.
+ <para>Changing this option for an existing &app; file: If you change this option for an existing file, historical data will not be changed.
+ This means that if you set the option one way, enter (or import) transactions, then change the option and enter (or import) additional transactions and switch back-and-forth, you will end up with a file that will appear to have inconsistent treatment of numbers in registers, reports and exports.
+ This is because the setting of this option at the time of data entry/import determines where the number data is stored and the setting at the time of data display/reporting/exporting determines which field is displayed as number.
</para>
- <para>There is no reason to avoid changing this option for an existing &app; file if you understand the
- implications. If you elect to make this change, it should probably be done between
- accounting periods with the understanding that number data prior to the date the option
- is changed will be displayed/reported/exported differently from that after the date.
+ <para>There is no reason to avoid changing this option for an existing &app; file if you understand the implications.
+ If you elect to make this change, it should probably be done between accounting periods with the understanding that number data prior to the date the option is changed will be displayed/reported/exported differently from that after the date.
</para>
</warning>
<warning>
- <para>If you change this option, and press <guibutton>Apply </guibutton> or <guibutton>OK</guibutton>,
- open registers and labels on query and sorting dialogs will be refreshed to reflect the
- new option immediately. But open reports need to be individually reloaded by the user to
- have the change reflected on the report.
+ <para>If you change this option, and press <guibutton>Apply </guibutton> or <guibutton>OK</guibutton>, open registers and labels on query and sorting dialogs will be refreshed to reflect the new option immediately.
+ But open reports need to be individually reloaded by the user to have the change reflected on the report.
</para>
</warning>
<warning>
- <para>This option is only available in &app; version 2.6 or later. If a &app; file from an earlier version
- is opened in version 2.6 or later, and this feature is not used, this feature will not
- prevent the file from being opened in the earlier version of &app;. However, if the
- option is set, the file will not be able to be opened by the earlier version, even if
- the option is set back to its original setting. A warning dialog will be displayed from
- the earlier version. Do not set this option if you want to open the file with an earlier
- version.
+ <para>This option is only available in &app; version 2.6 or later.
+ If a &app; file from an earlier version is opened in version 2.6 or later, and this feature is not used, this feature will not prevent the file from being opened in the earlier version of &app;.
+ However, if the option is set, the file will not be able to be opened by the earlier version, even if the option is set back to its original setting.
+ A warning dialog will be displayed from the earlier version.
+ Do not set this option if you want to open the file with an earlier version.
</para>
</warning>
</sect3>
@@ -1588,8 +1424,7 @@
</screenshot>
</figure>
- <para>The <guilabel>Budgeting</guilabel> tab allows you to specify the budget to be used for reports when
- none has otherwise been specified.
+ <para>The <guilabel>Budgeting</guilabel> tab allows you to specify the budget to be used for reports when none has otherwise been specified.
</para>
</sect2>
@@ -1607,8 +1442,7 @@
</screenshot>
</figure>
- <para>The <guilabel>Business</guilabel> tab allows you to enter values that are in turn used by the
- business features of &app;:
+ <para>The <guilabel>Business</guilabel> tab allows you to enter values that are in turn used by the business features of &app;:
</para>
<variablelist>
@@ -1695,8 +1529,7 @@
</variablelist>
<note>
- <para>None of the above values is required to use &app; but, if given, will be used throughout the
- program. (f.e. in reports, invoices etc...)
+ <para>None of the above values is required to use &app; but, if given, will be used throughout the program. (f.e. in reports, invoices etc...)
</para>
</note>
</sect2>
@@ -1715,32 +1548,24 @@
</screenshot>
</figure>
- <para>The <guilabel>Counters</guilabel> tab allows you to set the 'previous' value for each number
- indicated: Bill, Customer, Employee, etc. These counters are used by the
- <xref linkend="chapter_busnss" /> of &app;.
+ <para>The <guilabel>Counters</guilabel> tab allows you to set the 'previous' value for each number indicated: Bill, Customer, Employee, etc.
+ These counters are used by the <xref linkend="chapter_busnss" /> of &app;.
</para>
- <para>The <guilabel>number</guilabel> entered here will be incremented when the various business features
- calculate a value for a corresponding field on a dialog. For example, if you leave the
- Customer Number field blank on the New Customer dialog, the customer will be assigned the
- number in the counter field plus 1. The numbers displayed in the tab are incremented as
- these business features are used. (But note that if you have the <guilabel>Book
- Options</guilabel> dialog open, you need to close it and re-open it to see the changes; the
- displayed field values are not automatically refreshed.)
+ <para>The <guilabel>number</guilabel> entered here will be incremented when the various business features calculate a value for a corresponding field on a dialog.
+ For example, if you leave the Customer Number field blank on the New Customer dialog, the customer will be assigned the number in the counter field plus 1.
+ The numbers displayed in the tab are incremented as these business features are used. (But note that if you have the <guilabel>Book Options</guilabel> dialog open, you need to close it and re-open it to see the changes; the displayed field values are not automatically refreshed.)
</para>
- <para>The corresponding <guilabel>format</guilabel> fields are used to specify printf-style format strings
- that are used to format the printing of the number. For example, to put the literal "C - "
- in front of the customer number, you would put "C - %li" (without the quotes) in the
- customer format string field. If the value in the customer number field was 5, the next
- customer added would be assigned the number "C - 6". As another example, if you wanted the
- number to be printed with leading zeros and 5 characters wide, you would enter "C - %05li"
- and the next customer number would be assigned the number "C - 00006".
+ <para>The corresponding <guilabel>format</guilabel> fields are used to specify printf-style format strings that are used to format the printing of the number.
+ For example, to put the literal "C - " in front of the customer number, you would put "C - %li" (without the quotes) in the customer format string field.
+ If the value in the customer number field was 5, the next customer added would be assigned the number "C - 6".
+ As another example, if you wanted the number to be printed with leading zeros and 5 characters wide, you would enter "C - %05li" and the next customer number would be assigned the number "C - 00006".
</para>
<note>
- <para>For historical reasons &app; accepts multiple format specifiers although they all yield the same end
- result. You can choose "li", "lli" or I64i".
+ <para>For historical reasons &app; accepts multiple format specifiers although they all yield the same end result.
+ You can choose "li", "lli" or I64i".
</para>
</note>
</sect2>
@@ -1749,8 +1574,9 @@
<sect1 id="change-style">
<title>Changing Style Sheets</title>
- <para>&app; has four default style sheets for web-page reports. These style sheets can be altered by using
- the <acronym>HTML</acronym> Style Sheets editor. To access the editor go to
+ <para>&app; has four default style sheets for web-page reports.
+ These style sheets can be altered by using the <acronym>HTML</acronym> Style Sheets editor.
+ To access the editor go to
<menuchoice>
<guimenu>Edit</guimenu> <guimenuitem>Style Sheets...</guimenuitem>
</menuchoice>
@@ -1760,23 +1586,21 @@
</para>
<note>
- <para>Changing the Style Sheet will change the appearance of all reports that have selected that Style
- Sheet. A <guibutton>Reload</guibutton> is required to view the changes, if the report(s) are
- currently displayed.
+ <para>Changing the Style Sheet will change the appearance of all reports that have selected that Style Sheet.
+ A <guibutton>Reload</guibutton> is required to view the changes, if the report(s) are currently displayed.
</para>
</note>
- <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>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>
- <para>The Default Style Sheet has four tabs to alter the appearance of reports utilizing it, Colors,
- Fonts, General and Tables.
+ <para>The Default Style Sheet has four tabs to alter the appearance of reports utilizing it, Colors, Fonts, General and Tables.
</para>
<sect3 id="style-def-color">
@@ -1784,8 +1608,7 @@
<itemizedlist>
<listitem>
- <para><guilabel>Alternate Table Cell Color:</guilabel> Opens the color picker to choose a color that will
- be applied to alternate table rows.
+ <para><guilabel>Alternate Table Cell Color:</guilabel> Opens the color picker to choose a color that will be applied to alternate table rows.
</para>
</listitem>
</itemizedlist>
@@ -1847,8 +1670,7 @@
</listitem>
<listitem>
- <para><guilabel>Background Pixmap:</guilabel> Use the <guibutton>Browse</guibutton> button to select a
- picture to use as the background in reports.
+ <para><guilabel>Background Pixmap:</guilabel> Use the <guibutton>Browse</guibutton> button to select a picture to use as the background in reports.
</para>
</listitem>
@@ -1884,8 +1706,7 @@
<sect2 id="style-easy">
<title>Easy Style Sheet</title>
- <para>The Easy Style Sheet has five tabs to alter the appearance of reports: Colors, Fonts, General,
- Images and Tables.
+ <para>The Easy Style Sheet has five tabs to alter the appearance of reports: Colors, Fonts, General, Images and Tables.
</para>
<sect3 id="style-easy-colors">
@@ -1913,26 +1734,22 @@
</listitem>
<listitem>
- <para><guilabel>Alternate Table Cell Color:</guilabel> Opens the color picker to choose a new color for
- alternate table rows.
+ <para><guilabel>Alternate Table Cell Color:</guilabel> Opens the color picker to choose a new color for alternate table rows.
</para>
</listitem>
<listitem>
- <para><guilabel>Subheading/Subtotal Cell Color:</guilabel> Opens the color picker to choose a new color
- for subheading/subtotal table rows.
+ <para><guilabel>Subheading/Subtotal Cell Color:</guilabel> Opens the color picker to choose a new color for subheading/subtotal table rows.
</para>
</listitem>
<listitem>
- <para><guilabel>Sub-subheading/total Cell Color:</guilabel> Opens the color picker to choose a new color
- for sub-subheading/total table rows.
+ <para><guilabel>Sub-subheading/total Cell Color:</guilabel> Opens the color picker to choose a new color for sub-subheading/total table rows.
</para>
</listitem>
<listitem>
- <para><guilabel>Grand Total Cell Color:</guilabel> Opens the color picker to choose a new color for grand
- total rows.
+ <para><guilabel>Grand Total Cell Color:</guilabel> Opens the color picker to choose a new color for grand total rows.
</para>
</listitem>
</itemizedlist>
@@ -2020,29 +1837,25 @@
<itemizedlist>
<listitem>
- <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><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 <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><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>
<listitem>
- <para><guilabel>Heading Alignment:</guilabel> Select from pull-down list; Left, Right, Center, to specify
- the alignment of the banner at the top of report(s).
+ <para><guilabel>Heading Alignment:</guilabel> Select from pull-down list; Left, Right, Center, to specify the alignment of the banner at the top of report(s).
</para>
</listitem>
<listitem>
- <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><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>
@@ -2073,8 +1886,7 @@
<sect2 id="style-footer">
<title>Footer Style Sheet</title>
- <para>The Footer Style Sheet has the same five tabs to alter the appearance of reports as the Easy Style
- Sheets: Colors, Fonts, General, Images and Tables.
+ <para>The Footer Style Sheet has the same five tabs to alter the appearance of reports as the Easy Style Sheets: Colors, Fonts, General, Images and Tables.
</para>
<sect3 id="style-footer-colors">
@@ -2102,26 +1914,22 @@
</listitem>
<listitem>
- <para><guilabel>Alternate Table Cell Color:</guilabel> Opens the color picker to choose a new color for
- alternate table rows.
+ <para><guilabel>Alternate Table Cell Color:</guilabel> Opens the color picker to choose a new color for alternate table rows.
</para>
</listitem>
<listitem>
- <para><guilabel>Subheading/Subtotal Cell Color:</guilabel> Opens the color picker to choose a new color
- for subheading/subtotal table rows.
+ <para><guilabel>Subheading/Subtotal Cell Color:</guilabel> Opens the color picker to choose a new color for subheading/subtotal table rows.
</para>
</listitem>
<listitem>
- <para><guilabel>Sub-subheading/total Cell Color:</guilabel> Opens the color picker to choose a new color
- for sub-subheading/total table rows.
+ <para><guilabel>Sub-subheading/total Cell Color:</guilabel> Opens the color picker to choose a new color for sub-subheading/total table rows.
</para>
</listitem>
<listitem>
- <para><guilabel>Grand Total Cell Color:</guilabel> Opens the color picker to choose a new color for grand
- total rows.
+ <para><guilabel>Grand Total Cell Color:</guilabel> Opens the color picker to choose a new color for grand total rows.
</para>
</listitem>
</itemizedlist>
@@ -2214,29 +2022,25 @@
<itemizedlist>
<listitem>
- <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><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 <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><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>
<listitem>
- <para><guilabel>Heading Alignment:</guilabel> Select from pull-down list; Left, Right, Center, to specify
- the alignment of the banner at the top of report(s).
+ <para><guilabel>Heading Alignment:</guilabel> Select from pull-down list; Left, Right, Center, to specify the alignment of the banner at the top of report(s).
</para>
</listitem>
<listitem>
- <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><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>
@@ -2267,8 +2071,7 @@
<sect2 id="style-technicolor">
<title>Technicolor Style Sheet</title>
- <para>The Technicolor Style Sheet has has five tabs to alter the appearance of reports: Colors, Fonts,
- General, Images and Tables.
+ <para>The Technicolor Style Sheet has has five tabs to alter the appearance of reports: Colors, Fonts, General, Images and Tables.
</para>
<sect3 id="style-tech-colors">
@@ -2296,26 +2099,22 @@
</listitem>
<listitem>
- <para><guilabel>Alternate Table Cell Color:</guilabel> Opens the color picker to choose a new color for
- alternate table rows.
+ <para><guilabel>Alternate Table Cell Color:</guilabel> Opens the color picker to choose a new color for alternate table rows.
</para>
</listitem>
<listitem>
- <para><guilabel>Subheading/Subtotal Cell Color:</guilabel> Opens the color picker to choose a new color
- for subheading/subtotal table rows.
+ <para><guilabel>Subheading/Subtotal Cell Color:</guilabel> Opens the color picker to choose a new color for subheading/subtotal table rows.
</para>
</listitem>
<listitem>
- <para><guilabel>Sub-subheading/total Cell Color:</guilabel> Opens the color picker to choose a new color
- for sub-subheading/total table rows.
+ <para><guilabel>Sub-subheading/total Cell Color:</guilabel> Opens the color picker to choose a new color for sub-subheading/total table rows.
</para>
</listitem>
<listitem>
- <para><guilabel>Grand Total Cell Color:</guilabel> Opens the color picker to choose a new color for grand
- total rows.
+ <para><guilabel>Grand Total Cell Color:</guilabel> Opens the color picker to choose a new color for grand total rows.
</para>
</listitem>
</itemizedlist>
@@ -2403,29 +2202,25 @@
<itemizedlist>
<listitem>
- <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><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 <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><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>
<listitem>
- <para><guilabel>Heading Alignment:</guilabel> Select from pull-down list; Left, Right, Center, to specify
- the alignment of the banner at the top of report(s).
+ <para><guilabel>Heading Alignment:</guilabel> Select from pull-down list; Left, Right, Center, to specify the alignment of the banner at the top of report(s).
</para>
</listitem>
<listitem>
- <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><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>
@@ -2458,37 +2253,34 @@
<title>Setting Tax Report Options</title>
<abstract>
- <para>The tax report can be used to prepare online tax reports for specific countries, see
- <xref linkend="report-regional"/>. Currently US and partial DE are supported.
+ <para>The tax report can be used to prepare online tax reports for specific countries, see <xref linkend="report-regional"/>.
+ Currently
+ US and partial DE are supported.
</para>
</abstract>
<note>
<title>Localization</title>
- <para>Before it can be used in other regions, one needs to provide a localized taxtable. See the
- instructions in the <ulink url="&url-wiki-L12N-tax;">wiki</ulink>.
+ <para>Before it can be used in other regions, one needs to provide a localized taxtable.
+ See the instructions in the <ulink url="&url-wiki-L12N-tax;">wiki</ulink>.
</para>
</note>
-<!-- Translators: you can stop here to translate. After you created or got a
- localized taxtable describe the options, which your report requires. -->
- <para>The <guilabel>Income Tax Information</guilabel> dialog is used to set Tax Report Options. The
- settings on accounts in this dialog are used by the <acronym>TXF</acronym> Export function in
- reports to select the accounts for export. To access this dialog go to
+ <!-- Translators: you can stop here to translate. After you created or got a
+ localized taxtable describe the options, which your report requires. -->
+ <para>The <guilabel>Income Tax Information</guilabel> dialog is used to set Tax Report Options.
+ The settings on accounts in this dialog are used by the <acronym>TXF</acronym> Export function in reports to select the accounts for export.
+ To access this dialog go to
<menuchoice>
- <guimenu><accel>E</accel>dit</guimenu> <guimenuitem>Ta<accel>x</accel> Report
- Options</guimenuitem>
+ <guimenu><accel>E</accel>dit</guimenu> <guimenuitem>Ta<accel>x</accel> Report Options</guimenuitem>
</menuchoice>
.
</para>
<tip>
- <para>If the Income Tax features are used, it is strongly recommended that the <guilabel>Tax
- Info</guilabel> column be made visible on the accounts tab (click large downward-pointing
- arrow and select <guilabel>Tax Info</guilabel> check box). The <guilabel>Tax Info</guilabel>
- column will display the Form/Schedule and tax category (e.g., <guilabel>Schedule D Dividend,
- cap gain distrib.</guilabel>) assigned to an account, if any. Alternatively, it will display
- the following error messages which can be corrected through
+ <para>If the Income Tax features are used, it is strongly recommended that the <guilabel>Tax Info</guilabel> column be made visible on the accounts tab (click large downward-pointing arrow and select <guilabel>Tax Info</guilabel> check box).
+ The <guilabel>Tax Info</guilabel> column will display the Form/Schedule and tax category (e.g., <guilabel>Schedule D Dividend, cap gain distrib.</guilabel>) assigned to an account, if any.
+ Alternatively, it will display the following error messages which can be corrected through
<menuchoice>
<guimenu>Edit</guimenu> <guimenuitem>Tax Report Options</guimenuitem>
</menuchoice>
@@ -2552,10 +2344,14 @@
</para>
</tip>
- <para>The Income Tax Identity must be set in order to assign codes to individual accounts. Click
- <guibutton>Edit</guibutton> to set the identity. The Tax Name is optional. If entered, it will
- be printed at the top of the report. A <guilabel>Type</guilabel> must be selected in order to
- activate the tax category selections. The choices are:
+ <para>The Income Tax Identity must be set in order to assign codes to individual accounts.
+ Click <guibutton>Edit</guibutton> to set the identity.
+ The
+ Tax
+ Name is optional.
+ If entered, it will be printed at the top of the report.
+ A <guilabel>Type</guilabel> must be selected in order to activate the tax category selections.
+ The choices are:
<itemizedlist spacing="compact">
<listitem>
<para>Individual, Joint, etc. - Files US Form 1040 Tax Return
@@ -2584,79 +2380,61 @@
</itemizedlist>
</para>
- <para>While the Income Tax Entity Type can be changed after tax categories have been assigned to accounts,
- you should be cautioned that you will need to manually change each one if you do so, which
- could be quite tedious. The tax categories are unique for each Income Tax Entity Type, so
- changing the type will make all previously assigned categories invalid. It is assumed (and
- highly recommended) that each &app; file is for only one tax entity and this is where you
- specify its type of tax entity. You should not keep, for example, personal and partnership
- accounts mixed in one &app; file if you plan to use the Income Tax Reporting features.
+ <para>While the Income Tax Entity Type can be changed after tax categories have been assigned to accounts, you should be cautioned that you will need to manually change each one if you do so, which could be quite tedious.
+ The tax categories are unique for each Income Tax Entity Type, so changing the type will make all previously assigned categories invalid.
+ It is assumed (and highly recommended) that each &app; file is for only one tax entity and this is where you specify its type of tax entity.
+ You should not keep, for example, personal and partnership accounts mixed in one &app; file if you plan to use the Income Tax Reporting features.
</para>
- <para>A given <acronym>TXF</acronym> code can be assigned to multiple accounts. The Tax Schedule Report
- will combine accounts by code and generate a detailed <acronym>TXF</acronym> record for each
- account and a summary <acronym>TXF</acronym> record for the total as calculated by the report.
+ <para>A given <acronym>TXF</acronym> code can be assigned to multiple accounts.
+ The
+ Tax
+ Schedule
+ Report will combine accounts by code and generate a detailed <acronym>TXF</acronym> record for each account and a summary <acronym>TXF</acronym> record for the total as calculated by the report.
</para>
- <para>For codes for which the "Payer Name Source" is not grayed, the payer on the <acronym>TXF</acronym>
- 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. 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 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’; 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 account named
- <emphasis>Directly Held</emphasis>, for example, and below it sub-accounts for one or more
- stocks, you would receive a 1099-DIV from the issuer of each stock separately and, in order to
- match that name, you would select <guilabel>Current Account</guilabel>; 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>For codes for which the "Payer Name Source" is not grayed, the payer on the <acronym>TXF</acronym> 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.
+ 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 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’; 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 account named <emphasis>Directly Held</emphasis>, for example, and below it sub-accounts for one or more stocks, you would receive a 1099-DIV from the issuer of each stock separately and, in order to match that name, you would select <guilabel>Current Account</guilabel>; 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>
- <para>Some tax Forms/Schedules need to have multiple copies filed under some circumstances (for example,
- Schedule C if a taxpayer and spouse have separate businesses). For tax categories on these
- Forms/Schedules, the <guilabel>Copy Number</guilabel> is not grayed out and can be used to
- segregate accounts by copy number.
+ <para>Some tax Forms/Schedules need to have multiple copies filed under some circumstances (for example, Schedule C if a taxpayer and spouse have separate businesses).
+ For tax categories on these Forms/Schedules, the <guilabel>Copy Number</guilabel> is not grayed out and can be used to segregate accounts by copy number.
</para>
<itemizedlist>
<listitem>
- <para>Accounts: This pane contains the list of accounts. Select an account to set a <acronym>TXF</acronym>
- category. If no account is selected nothing is changed. If multiple accounts are selected,
- all of the accounts will be set to the selected item.
+ <para>Accounts: This pane contains the list of accounts.
+ Select an account to set a <acronym>TXF</acronym> category.
+ If no account is selected nothing is changed.
+ If multiple accounts are selected, all of the accounts will be set to the selected item.
</para>
</listitem>
<listitem>
- <para>Tax Related: Select this check-box to add tax information to an account then select the
- <acronym>TXF</acronym> Category below. This setting is displayed on the account edit
- dialogue but cannot be changed from there.
+ <para>Tax Related: Select this check-box to add tax information to an account then select the <acronym>TXF</acronym> Category below.
+ This setting is displayed on the account edit dialogue but cannot be changed from there.
</para>
</listitem>
<listitem>
- <para>TXF Categories: Select the desired one. A detailed description appears just below (if available,
- otherwise it says <guilabel>No help available</guilabel>), along with the
- <acronym>TXF</acronym> code for the category and information about what line number on the
- form or schedule the amounts are included in by tax year (used for detailed sort on
- report).
+ <para>TXF Categories: Select the desired one.
+ A detailed description appears just below (if available, otherwise it says <guilabel>No help available</guilabel>), along with the <acronym>TXF</acronym> code for the category and information about what line number on the form or schedule the amounts are included in by tax year (used for detailed sort on report).
</para>
</listitem>
<listitem>
- <para>Payer Name Source: Select an option to determine where the text description that is exported along
- with the value of the account is derived from, as described above. This is usually the
- name of a bank, stock, or mutual fund that pays dividends or interest. Occasionally, it is
- a description of a deduction.
+ <para>Payer Name Source: Select an option to determine where the text description that is exported along with the value of the account is derived from, as described above.
+ This is usually the name of a bank, stock, or mutual fund that pays dividends or interest.
+ Occasionally, it is a description of a deduction.
</para>
</listitem>
<listitem>
- <para>Copy Number: A copy number that is exported along with the value of the account. This is used to
- segregate amounts between different copies of the same Form/Schedule that may need to be
- filed (e.g., Schedule C(1), Schedule C(2), etc.). This is also used to sort the report.
+ <para>Copy Number: A copy number that is exported along with the value of the account.
+ This is used to segregate amounts between different copies of the same Form/Schedule that may need to be filed (e.g., Schedule C(1), Schedule C(2), etc.).
+ This is also used to sort the report.
</para>
</listitem>
</itemizedlist>
@@ -2679,8 +2457,8 @@
</listitem>
</itemizedlist>
- <para>These two codes, from the same payer, are not correlated. The user will have to adjust for this
- after import.
+ <para>These two codes, from the same payer, are not correlated.
+ The user will have to adjust for this after import.
</para>
<para>TaxCut 1999, 2000
@@ -2694,8 +2472,7 @@
</itemizedlist>
<para>Does not accept the date field and does not import the individual payment amounts, only the total.
- The date and individual payment amounts, only matter if you have to compute the penalty.
- (this may be a TurboTax enhancement)
+ The date and individual payment amounts, only matter if you have to compute the penalty. (this may be a TurboTax enhancement)
</para>
<itemizedlist>
@@ -2728,11 +2505,10 @@
</listitem>
</itemizedlist>
- <para>Does not accept the dates outside of the tax year. This is a problem for the last payment that is
- due Jan 15. &app; changes the the date of the last payment to Dec 31 for the export unless
- the "Do not use special date processing" option is selected in the report options display
- tab. The user will have to adjust for this after import. The date only matters if you have
- to compute the penalty.
+ <para>Does not accept the dates outside of the tax year.
+ This is a problem for the last payment that is due Jan 15. &app; changes the the date of the last payment to Dec 31 for the export unless the "Do not use special date processing" option is selected in the report options display tab.
+ The user will have to adjust for this after import.
+ The date only matters if you have to compute the penalty.
</para>
<para>TXF Tax eXport Format
@@ -2745,16 +2521,11 @@
</listitem>
</itemizedlist>
- <para>Codes can be assigned to multiple accounts and the amounts will be summed for all the accounts
- generating one detail <acronym>TXF</acronym> record per account and one summary
- <acronym>TXF</acronym> record for the sum. Codes that let you select "Payer Name Source"
- will generate a separate summary <acronym>TXF</acronym> account with each change in payer.
- Selecting the "Print <acronym>TXF</acronym> export parameters" option will cause the report
- to show to which codes this applies (Payer Name Source option Y) and, for the accounts
- assigned to those codes, the Name Source each account is set to and the
- <acronym>TXF</acronym> item number that will be assigned to each. A summary
- <acronym>TXF</acronym> record will be generated for each change in assigned item line
- number. These may not be handled the same by TaxCut and TurboTax.
+ <para>Codes can be assigned to multiple accounts and the amounts will be summed for all the accounts generating one detail <acronym>TXF</acronym> record per account and one summary <acronym>TXF</acronym> record for the sum.
+ Codes that let you select "Payer Name Source" will generate a separate summary <acronym>TXF</acronym> account with each change in payer.
+ Selecting the "Print <acronym>TXF</acronym> export parameters" option will cause the report to show to which codes this applies (Payer Name Source option Y) and, for the accounts assigned to those codes, the Name Source each account is set to and the <acronym>TXF</acronym> item number that will be assigned to each.
+ A summary <acronym>TXF</acronym> record will be generated for each change in assigned item line number.
+ These may not be handled the same by TaxCut and TurboTax.
</para>
<itemizedlist>
@@ -2764,30 +2535,21 @@
</listitem>
</itemizedlist>
- <para>Short term or long term gain or loss from the sale of a security; generates <acronym>TXF</acronym>
- output for only the date sold and sales amount, with the date acquired and cost basis
- information left blank (to be separately added in the tax software). The code can be
- assigned to either a short-, long-, or mixed-term gain/loss income account and the security
- sales transaction should be entered as illustrated in Section 8.7, Selling Shares, of the
- &app; Tutorial and Concepts Guide. The report uses the transaction split of the gain/loss
- account to find one or more other splits in the same transaction with negative share
- quantities. For each of these found, it generates a detailed <acronym>TXF</acronym> output
- record with the quantity sold, the name of the security, the date sold, and the sales
- amount. Note that if, for a given transaction, more than one transaction split is to a
- gain/loss income account assigned to code 673, <acronym>TXF</acronym> output data will be
- erroneously repeated. That is because the report will fetch the same data, and re-output it,
- for each transaction split set 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 &app;’s
- lot-tracking; a future enhancement is expected to use this data to provide capital gain
- reporting).
+ <para>Short term or long term gain or loss from the sale of a security; generates <acronym>TXF</acronym> output for only the date sold and sales amount, with the date acquired and cost basis information left blank (to be separately added in the tax software).
+ The code can be assigned to either a short-, long-, or mixed-term gain/loss income account and the security sales transaction should be entered as illustrated in Section 8.7, Selling Shares, of the &app; Tutorial and Concepts Guide.
+ The report uses the transaction split of the gain/loss account to find one or more other splits in the same transaction with negative share quantities.
+ For each of these found, it generates a detailed <acronym>TXF</acronym> output record with the quantity sold, the name of the security, the date sold, and the sales amount.
+ Note that if, for a given transaction, more than one transaction split is to a gain/loss income account assigned to code 673, <acronym>TXF</acronym> output data will be erroneously repeated.
+ That is because the report will fetch the same data, and re-output it, for each transaction split set 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 &app;’s lot-tracking; a future enhancement is expected to use this data to provide capital gain reporting).
</para>
</sect2>
<sect2 id="txf-defs">
<title>Detailed <acronym>TXF</acronym> Category Descriptions</title>
- <para>Table 32. Detailed <acronym>TXF</acronym> Category Descriptions
+ <para>Table 32.
+ Detailed <acronym>TXF</acronym> Category Descriptions
</para>
<xi:include href="Help_txf-categories.xml" />
@@ -2797,20 +2559,18 @@
<sect1 id="reset-warning">
<title>Reset Warnings...</title>
- <para>&app; 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 <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>&app; 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 <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>
</sect1>
<sect1 id="chang-lang">
<title>Changing the Language or Region</title>
- <para>The language of the &app; user interface is not modifiable directly from the program’s
- preferences.
+ <para>The language of the &app; user interface is not modifiable directly from the program’s preferences.
</para>
<para>The way you can change the language depends on the operating system you are running &app; on.
@@ -2821,22 +2581,20 @@
<term>Linux</term>
<listitem>
- <para>In general you should set the <envar>LANGUAGE</envar> and <envar>LANG</envar> environment variables
- before starting &app;. To do this you need to open a terminal and run the following
- command:
+ <para>In general you should set the <envar>LANGUAGE</envar> and <envar>LANG</envar> environment variables before starting &app;.
+ To do this you need to open a terminal and run the following command:
</para>
- <para><command>LANGUAGE=<replaceable>ll_LL</replaceable> LANG=<replaceable>ll_LL</replaceable>
- gnucash</command>
+ <para><command>LANGUAGE=<replaceable>ll_LL</replaceable> LANG=<replaceable>ll_LL</replaceable> gnucash</command>
</para>
- <para><replaceable>ll_LL</replaceable> is the locale you want to run &app; with
- (<emphasis>de_DE</emphasis> for Deutsch, <emphasis>it_IT</emphasis> for Italian etc.)
+ <para><replaceable>ll_LL</replaceable> is the locale you want to run &app; with (<emphasis>de_DE</emphasis> for Deutsch, <emphasis>it_IT</emphasis> for Italian etc.)
</para>
<note>
- <para>On some systems (e.g. Ubuntu) the encoding could be part of the locales name, like
- <replaceable>ll_LL.UTF-8</replaceable>. You can use these names as well.
+ <para>On some systems (e.g.
+ Ubuntu) the encoding could be part of the locales name, like <replaceable>ll_LL.UTF-8</replaceable>.
+ You can use these names as well.
</para>
</note>
</listitem>
@@ -2846,24 +2604,20 @@
<term>MacOSX</term>
<listitem>
- <para>If you want to use a different translation from the one that is automatically selected, you can run
- the following in <application>Terminal.app</application>:
+ <para>If you want to use a different translation from the one that is automatically selected, you can run the following in <application>Terminal.app</application>:
</para>
- <para><command>defaults write $(mdls -name kMDItemCFBundleIdentifier -raw /Applications/GnuCash.app)
- AppleLanguages "(<replaceable>de</replaceable>,
- <replaceable>en</replaceable>)"</command>
+ <para><command>defaults write $(mdls -name kMDItemCFBundleIdentifier -raw /Applications/GnuCash.app) AppleLanguages "(<replaceable>de</replaceable>, <replaceable>en</replaceable>)"</command>
</para>
- <para>Use whatever language codes you want, replacing Deutsch and English. It won’t work if there
- isn’t a translation file for the language you want.
+ <para>Use whatever language codes you want, replacing Deutsch and English.
+ It won’t work if there isn’t a translation file for the language you want.
</para>
<para>If you want to unset it (that is, return to using the system settings), run this:
</para>
- <para><command>defaults delete $(mdls -name kMDItemCFBundleIdentifier -raw
- /Applications/GnuCash.app)</command>
+ <para><command>defaults delete $(mdls -name kMDItemCFBundleIdentifier -raw /Applications/GnuCash.app)</command>
</para>
</listitem>
</varlistentry>
@@ -2872,11 +2626,9 @@
<term><trademark>Windows</trademark></term>
<listitem>
- <para>If you are running &app; 2.4.0 (or newer) on Windows, you can set the interface language by editing
- the file <filename>environment</filename> with a text editor (e.g.
- <application>Notepad</application>). By default this file is installed in
- <filename role="directory">c:\Program Files\gnucash\etc\gnucash</filename>. Change this
- file such that the last few lines are:
+ <para>If you are running &app; 2.4.0 (or newer) on Windows, you can set the interface language by editing the file <filename>environment</filename> with a text editor (e.g. <application>Notepad</application>).
+ By default this file is installed in <filename role="directory">c:\Program Files\gnucash\etc\gnucash</filename>.
+ Change this file such that the last few lines are:
</para>
<para><programlisting linenumbering="unnumbered"># If you wish GnuCash to use a different language, uncomment the two parameters
@@ -2885,16 +2637,14 @@ LANG=ll_LL
LANGUAGE={LANG}</programlisting>
</para>
- <para><replaceable>ll_LL</replaceable> is the locale you want to run &app; with
- (<emphasis>de_DE</emphasis> for Deutsch, <emphasis>it_IT</emphasis> for Italian etc.)
+ <para><replaceable>ll_LL</replaceable> is the locale you want to run &app; with (<emphasis>de_DE</emphasis> for Deutsch, <emphasis>it_IT</emphasis> for Italian etc.)
</para>
</listitem>
</varlistentry>
</variablelist>
<tip>
- <para>More and updated information about this topic can be found on the
- <ulink url="&url-wiki-locale;">Locale Settings page</ulink> of the &app; wiki.
+ <para>More and updated information about this topic can be found on the <ulink url="&url-wiki-locale;">Locale Settings page</ulink> of the &app; wiki.
</para>
</tip>
</sect1>
diff --git a/help/C/Help_ch_GettingStarted.xml b/help/C/Help_ch_GettingStarted.xml
index ad93c46..06ca6c6 100644
--- a/help/C/Help_ch_GettingStarted.xml
+++ b/help/C/Help_ch_GettingStarted.xml
@@ -1,50 +1,68 @@
<?xml version="1.0" encoding="UTF-8"?>
<!DOCTYPE chapter SYSTEM "gnc-docbookx.dtd">
<!--
-
- (Do not remove this comment block.)
- Version: 2.0.2
- Last modified: November 18th 2010
- modified: April 23th 2007
- modified: July 9th 2006
- modified: February 28th 2005
- Maintainers:
- Cristian Marchi <cri79 at libero.it>
- Chris Lyttle <chris at wilddev.net>
- Neil Williams <linux at codehelp.co.uk>
- Author:
- Chris Lyttle <chris at wilddev.net>
- Translators:
- (translators put your name and email here)
+(Do not remove this comment block.)
+Version: 2.0.2
+Last modified: November 18th 2010
+modified: April 23th 2007
+modified: July 9th 2006
+modified: February 28th 2005
+Maintainers:
+Cristian Marchi <cri79 at libero.it>
+Chris Lyttle <chris at wilddev.net>
+Neil Williams <linux at codehelp.co.uk>
+Author:
+Chris Lyttle <chris at wilddev.net>
+Translators:
+(translators put your name and email here)
-->
<chapter id="getting-started">
<title>Getting Started</title>
<sect1 id="first-time">
- <title>Welcome to &app;! Screen</title>
-
- <para>This screen is intended for you to use to get up and running quickly. The
- <guibutton>Cancel</guibutton> button is used to exit the screen. It will then prompt you with
- <guilabel>Display Welcome Dialog Again?</guilabel>. If you do not want to see the
- <guilabel>Welcome to &appname;!</guilabel> menu again click the <guibutton>No</guibutton>
- button. Click the <guibutton>Yes</guibutton> button or press the keyboard
- <keycap function="enter">Enter</keycap> key for the default which is to have the
- <guilabel>Welcome to &appname;!</guilabel> screen run again.
+ <title>The <quote>Welcome to &appname;!</quote> Screen</title>
+
+ <figure pgwide="1">
+ <title><quote>Welcome to &appname;!</quote> Screen</title><screenshot>
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/welcome.png" format="PNG"
+ srccredit="Frank H. Ellenberger" />
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ </figure>
+
+ <para>This screen is intended for you to use to get up and running quickly.
+ The <guibutton>Cancel</guibutton> button is used to exit the screen.
+ It will then prompt you with <guilabel>Display Welcome Dialog Again?</guilabel>.
+ If you do not want to see the <guilabel>Welcome to &appname;!</guilabel> menu again click the <guibutton>No</guibutton> button.
+ Click the <guibutton>Yes</guibutton> button or press the keyboard <keycap function="enter">Enter</keycap> key for the default which is to have the <guilabel>Welcome to &appname;!</guilabel> screen run again.
</para>
<note>
- <para>Selecting either of these options will leave you with a minimum &app; main window. Operations in
- this window are described in <xref linkend="GUIMenus"></xref>.
+ <para>Selecting either of these options will leave you with a minimal &app; main window.
+ Operations in this window are described in <xref linkend="GUIMenus"></xref>.
</para>
+
+ <figure pgwide="1">
+ <title>Minimal &app; main window</title><screenshot>
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/window-main-empty.png" format="PNG"
+ srccredit="Frank H. Ellenberger" />
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ </figure>
</note>
</sect1>
<sect1 id="acct-hierarchy">
<title>New Account Hierarchy Setup</title>
- <para>This assistant helps you to create a set of &app; accounts. It will appear if you choose
- <guibutton>Create a new set of accounts</guibutton> in the <guilabel>Welcome to
- &appname;!</guilabel> menu, or if you select
+ <para>This assistant helps you to create a set of &app; accounts.
+ It will appear if you choose <guibutton>Create a new set of accounts</guibutton> in the <guilabel>Welcome to &appname;!</guilabel> menu, or if you select
<menuchoice>
<guimenu>File</guimenu><guimenuitem>New</guimenuitem>
</menuchoice>
@@ -55,28 +73,24 @@
<sect1 id="import-qif">
<title>Import QIF Files</title>
- <para>This Assistant helps you import Quicken <acronym>QIF</acronym> files. It will appear if you choose
- <guibutton>Import my QIF files</guibutton> in the <guilabel>Welcome to &appname;!</guilabel>
- menu.
+ <para>This Assistant helps you import Quicken <acronym>QIF</acronym> files.
+ It will appear if you choose <guibutton>Import my QIF files</guibutton> in the <guilabel>Welcome to &appname;!</guilabel> menu.
</para>
<para>To start this assistant manually go to
<menuchoice>
- <guimenu>File</guimenu> <guisubmenu>Import ...</guisubmenu> <guimenuitem>Import
- QIF...</guimenuitem>
+ <guimenu>File</guimenu> <guisubmenu>Import ...</guisubmenu> <guimenuitem>Import QIF...</guimenuitem>
</menuchoice>
.
</para>
- <para>In the following all the screens that you can see in this assistant are described in order of
- appearance.
+ <para>In the following all the screens that you can see in this assistant are described in order of appearance.
</para>
<orderedlist>
<listitem>
- <para>The <guilabel>Import QIF files</guilabel> assistant opens with a screen that briefly describes what
- this assistant does and requests the file(s) to import. The three buttons at the very
- bottom of the screen will not change while using the assistant.
+ <para>The <guilabel>Import QIF files</guilabel> assistant opens with a screen that briefly describes what this assistant does and requests the file(s) to import.
+ The three buttons at the very bottom of the screen will not change while using the assistant.
</para>
<itemizedlist>
@@ -91,8 +105,7 @@
</listitem>
<listitem>
- <para><guibutton>Back:</guibutton> brings up the previous screen so that you can change a previous
- selection until the first screen.
+ <para><guibutton>Back:</guibutton> brings up the previous screen so that you can change a previous selection until the first screen.
</para>
</listitem>
@@ -104,35 +117,29 @@
</listitem>
<listitem>
- <para>The next screen allows you to <guilabel>Select a QIF file to load</guilabel>. The
- <guibutton>Select...</guibutton> button on this screen is used to access the list of
- files. The <guibutton>Select...</guibutton> button brings up the <guilabel>Select QIF
- File</guilabel> dialog.
+ <para>The next screen allows you to <guilabel>Select a QIF file to load</guilabel>.
+ The <guibutton>Select...</guibutton> button on this screen is used to access the list of files.
+ The <guibutton>Select...</guibutton> button brings up the <guilabel>Select QIF File</guilabel> dialog.
</para>
- <para>Navigate to where you have stored your <acronym>QIF</acronym> files and select the first one then
- click <guibutton>Import</guibutton>. The next screen will display it in the
- <guilabel>Select a QIF File to Load</guilabel> field.
+ <para>Navigate to where you have stored your <acronym>QIF</acronym> files and select the first one then click <guibutton>Import</guibutton>.
+ The next screen will display it in the <guilabel>Select a QIF File to Load</guilabel> field.
</para>
<note>
- <para>If the file you are loading does not have an <acronym>QIF</acronym> date listed in it you will see
- the <guilabel>Set a date format for this QIF file</guilabel> screen. Select the proper
- format from the pull down list and continue.
+ <para>If the file you are loading does not have an <acronym>QIF</acronym> date listed in it you will see the <guilabel>Set a date format for this QIF file</guilabel> screen.
+ Select the proper format from the pull down list and continue.
</para>
</note>
<note>
- <para>If the file you are loading does not have an account name listed in it you will see the
- <guilabel>Set the default QIF account name</guilabel> screen. Otherwise you will skip
- this screen and go on to the screen in the next section that shows loaded
- <acronym>QIF</acronym> files.
+ <para>If the file you are loading does not have an account name listed in it you will see the <guilabel>Set the default QIF account name</guilabel> screen.
+ Otherwise you will skip this screen and go on to the screen in the next section that shows loaded <acronym>QIF</acronym> files.
</para>
<itemizedlist>
<listitem>
- <para>The <guilabel>Account name:</guilabel> field is used to set an account name for this
- <acronym>QIF</acronym> file.
+ <para>The <guilabel>Account name:</guilabel> field is used to set an account name for this <acronym>QIF</acronym> file.
</para>
</listitem>
</itemizedlist>
@@ -140,9 +147,9 @@
</listitem>
<listitem>
- <para>The next screen shows you the <guilabel>QIF files you have loaded</guilabel>. You can use this
- screen to return to the previous screen and load more <acronym>QIF</acronym> files. It
- will also let you unload any files you have loaded by mistake.
+ <para>The next screen shows you the <guilabel>QIF files you have loaded</guilabel>.
+ You can use this screen to return to the previous screen and load more <acronym>QIF</acronym> files.
+ It will also let you unload any files you have loaded by mistake.
</para>
<itemizedlist>
@@ -152,26 +159,22 @@
</listitem>
<listitem>
- <para>The <guibutton>Load another file</guibutton> button takes you back to the previous screen to load
- another <acronym>QIF</acronym> file.
+ <para>The <guibutton>Load another file</guibutton> button takes you back to the previous screen to load another <acronym>QIF</acronym> file.
</para>
</listitem>
<listitem>
- <para>The <guibutton>Unload selected file</guibutton> button allows you to select a file from the top
- panel and remove it from the list.
+ <para>The <guibutton>Unload selected file</guibutton> button allows you to select a file from the top panel and remove it from the list.
</para>
</listitem>
</itemizedlist>
- <para>When you have selected all the <acronym>QIF</acronym> files to be imported, click the
- <guibutton>Forward</guibutton> button.
+ <para>When you have selected all the <acronym>QIF</acronym> files to be imported, click the <guibutton>Forward</guibutton> button.
</para>
</listitem>
<listitem>
- <para>Depending on the type of data contained in the <acronym>QIF</acronym> files to be imported, you may
- see only one or all of the following screens:
+ <para>Depending on the type of data contained in the <acronym>QIF</acronym> files to be imported, you may see only one or all of the following screens:
</para>
<variablelist termlength="8">
@@ -179,27 +182,21 @@
<term><guilabel>Accounts and stock holdings</guilabel></term>
<listitem>
- <para>This screen gives a description of the <guilabel>Accounts and stock holdings</guilabel> matching
- process on the following <guilabel>Match QIF accounts with &appname;
- accounts</guilabel> screen.
+ <para>This screen gives a description of the <guilabel>Accounts and stock holdings</guilabel> matching process on the following <guilabel>Match QIF accounts with &appname; accounts</guilabel> screen.
</para>
<tip>
- <para>This and other informational screens in the <guilabel>Import QIF files</guilabel> assistant can be
- turned off in the <guilabel>Online Banking</guilabel> tab (see
- <xref linkend="prefs-online"/>) under <guilabel>&appname; Preferences</guilabel>.
+ <para>This and other informational screens in the <guilabel>Import QIF files</guilabel> assistant can be turned off in the <guilabel>Online Banking</guilabel> tab (see <xref linkend="prefs-online"/>) under <guilabel>&appname; Preferences</guilabel>.
</para>
</tip>
- <para>The next screen lets you <guilabel>Match QIF accounts with &appname; accounts</guilabel>. You will
- see a list of <guilabel>QIF account names</guilabel> on the left and suggested
- <guilabel>&appname; account names</guilabel> on the right. The
- <guilabel>New?</guilabel> column indicates if the &app; account name will be created
- by the <acronym>QIF</acronym> Import.
+ <para>The next screen lets you <guilabel>Match QIF accounts with &appname; accounts</guilabel>.
+ You will see a list of <guilabel>QIF account names</guilabel> on the left and suggested <guilabel>&appname; account names</guilabel> on the right.
+ The <guilabel>New?</guilabel> column indicates if the &app; account name will be created by the <acronym>QIF</acronym> Import.
</para>
- <para>To change the &app; account to a different one select the <acronym>QIF</acronym> account. A screen
- will pop up to select another account or create a new one.
+ <para>To change the &app; account to a different one select the <acronym>QIF</acronym> account.
+ A screen will pop up to select another account or create a new one.
</para>
<itemizedlist>
@@ -209,8 +206,7 @@
</listitem>
<listitem>
- <para>The <guibutton>New Account</guibutton> button allows you to add a new account name as a sub-account
- (child of selected) of the selected account.
+ <para>The <guibutton>New Account</guibutton> button allows you to add a new account name as a sub-account (child of selected) of the selected account.
</para>
</listitem>
@@ -220,8 +216,7 @@
</listitem>
<listitem>
- <para>The <guibutton>Cancel</guibutton> button is used to exit the dialog without using any changes you
- have made.
+ <para>The <guibutton>Cancel</guibutton> button is used to exit the dialog without using any changes you have made.
</para>
</listitem>
</itemizedlist>
@@ -232,27 +227,21 @@
<term><guilabel>Income and Expense categories</guilabel></term>
<listitem>
- <para>This screen gives a description of the <guilabel>Income and Expense categories</guilabel> matching
- process on the following <guilabel>Match QIF categories with &appname;
- accounts</guilabel> screen.
+ <para>This screen gives a description of the <guilabel>Income and Expense categories</guilabel> matching process on the following <guilabel>Match QIF categories with &appname; accounts</guilabel> screen.
</para>
<tip>
- <para>This and other informational screens in the <guilabel>Import QIF files</guilabel> assistant can be
- turned off in the <guilabel>Online Banking</guilabel> tab (see
- <xref linkend="prefs-online"/>) under <guilabel>&appname; Preferences</guilabel>.
+ <para>This and other informational screens in the <guilabel>Import QIF files</guilabel> assistant can be turned off in the <guilabel>Online Banking</guilabel> tab (see <xref linkend="prefs-online"/>) under <guilabel>&appname; Preferences</guilabel>.
</para>
</tip>
- <para>The next screen lets you <guilabel>Match QIF categories with &appname; accounts</guilabel>. You will
- see a list of <guilabel>QIF category names</guilabel> on the left and suggested
- <guilabel>&appname; account names</guilabel> on the right. The
- <guilabel>New?</guilabel> column indicates if the &app; account name will be created
- by the QIF Import.
+ <para>The next screen lets you <guilabel>Match QIF categories with &appname; accounts</guilabel>.
+ You will see a list of <guilabel>QIF category names</guilabel> on the left and suggested <guilabel>&appname; account names</guilabel> on the right.
+ The <guilabel>New?</guilabel> column indicates if the &app; account name will be created by the QIF Import.
</para>
- <para>To change the &app; account to a different one select the QIF category. A dialog will pop up to
- select another account or create a new one.
+ <para>To change the &app; account to a different one select the QIF category.
+ A dialog will pop up to select another account or create a new one.
</para>
<itemizedlist>
@@ -262,8 +251,7 @@
</listitem>
<listitem>
- <para>The <guibutton>New Account</guibutton> button allows you to add a new account name as a sub-account
- (child of selected) of the selected account.
+ <para>The <guibutton>New Account</guibutton> button allows you to add a new account name as a sub-account (child of selected) of the selected account.
</para>
</listitem>
@@ -273,8 +261,7 @@
</listitem>
<listitem>
- <para>The <guibutton>Cancel</guibutton> button is used to exit the dialog without using any changes you
- have made.
+ <para>The <guibutton>Cancel</guibutton> button is used to exit the dialog without using any changes you have made.
</para>
</listitem>
</itemizedlist>
@@ -285,26 +272,22 @@
<term><guilabel>Payees and memos</guilabel></term>
<listitem>
- <para>This screen gives a description of the <guilabel>Payees and memos</guilabel> matching process on the
- following <guilabel>Match payees/memos to &appname; accounts</guilabel> screen.
+ <para>This screen gives a description of the <guilabel>Payees and memos</guilabel> matching process on the following <guilabel>Match payees/memos to &appname; accounts</guilabel> screen.
</para>
<tip>
- <para>This and other informational screens in the <guilabel>Import QIF files</guilabel> assistant can be
- turned off in the <guilabel>Online Banking</guilabel> tab (see
- <xref linkend="prefs-online"/>) under <guilabel>&appname; Preferences</guilabel>.
+ <para>This and other informational screens in the <guilabel>Import QIF files</guilabel> assistant can be turned off in the <guilabel>Online Banking</guilabel> tab (see <xref linkend="prefs-online"/>) under <guilabel>&appname; Preferences</guilabel>.
</para>
</tip>
- <para>The next screen lets you <guilabel>Match payees/memos to &appname; accounts</guilabel>. You will see
- a list of <guilabel>QIF payee/memo names</guilabel> on the left and suggested
- <guilabel>&appname; account names</guilabel> on the right. The default &app; account
- used is called <guilabel>Unspecified</guilabel>. The <guilabel>New?</guilabel>
- column indicates if the &app; account name will be created by the QIF Import.
+ <para>The next screen lets you <guilabel>Match payees/memos to &appname; accounts</guilabel>.
+ You will see a list of <guilabel>QIF payee/memo names</guilabel> on the left and suggested <guilabel>&appname; account names</guilabel> on the right.
+ The default &app; account used is called <guilabel>Unspecified</guilabel>.
+ The <guilabel>New?</guilabel> column indicates if the &app; account name will be created by the QIF Import.
</para>
- <para>To change the &app; account to a different one select the QIF payee/memo. A dialog will pop up to
- select another account or create a new one.
+ <para>To change the &app; account to a different one select the QIF payee/memo.
+ A dialog will pop up to select another account or create a new one.
</para>
<itemizedlist>
@@ -314,8 +297,7 @@
</listitem>
<listitem>
- <para>The <guibutton>New Account</guibutton> button allows you to add a new account name as a sub-account
- of the selected account.
+ <para>The <guibutton>New Account</guibutton> button allows you to add a new account name as a sub-account of the selected account.
</para>
</listitem>
@@ -325,8 +307,7 @@
</listitem>
<listitem>
- <para>The <guibutton>Cancel</guibutton> button is used to exit the dialog without using any changes you
- have made.
+ <para>The <guibutton>Cancel</guibutton> button is used to exit the dialog without using any changes you have made.
</para>
</listitem>
</itemizedlist>
@@ -336,10 +317,9 @@
</listitem>
<listitem>
- <para>The next screen allows you to <guilabel>Enter the QIF file currency</guilabel>. The drop down list
- defaults to the currency configured in the <guilabel>Accounts</guilabel> tab (see
- <xref linkend="prefs-accounts"/>) under <guilabel>&appname; Preferences</guilabel>. If you
- wish the new accounts to use a different currency, select one from the list.
+ <para>The next screen allows you to <guilabel>Enter the QIF file currency</guilabel>.
+ The drop down list defaults to the currency configured in the <guilabel>Accounts</guilabel> tab (see <xref linkend="prefs-accounts"/>) under <guilabel>&appname; Preferences</guilabel>.
+ If you wish the new accounts to use a different currency, select one from the list.
</para>
<para>When you have selected the currency, click the <guibutton>Forward</guibutton> button.
@@ -347,8 +327,7 @@
</listitem>
<listitem>
- <para>Depending on the type of data contained in the <acronym>QIF</acronym> files to be imported, you may
- or may not see one or more of the following screens:
+ <para>Depending on the type of data contained in the <acronym>QIF</acronym> files to be imported, you may or may not see one or more of the following screens:
</para>
<variablelist termlength="8">
@@ -356,21 +335,15 @@
<term><guilabel>Tradable Commodities</guilabel></term>
<listitem>
- <para>This screen gives a description of the <guilabel>Tradable Commodities</guilabel> process on the
- screen.
+ <para>This screen gives a description of the <guilabel>Tradable Commodities</guilabel> process on the screen.
</para>
<tip>
- <para>This and other informational screens in the <guilabel>Import QIF files</guilabel> assistant can be
- turned off in the <guilabel>Online Banking</guilabel> tab (see
- <xref linkend="prefs-online"/>) under <guilabel>&appname; Preferences</guilabel>.
+ <para>This and other informational screens in the <guilabel>Import QIF files</guilabel> assistant can be turned off in the <guilabel>Online Banking</guilabel> tab (see <xref linkend="prefs-online"/>) under <guilabel>&appname; Preferences</guilabel>.
</para>
</tip>
- <para>A series of screens, one for each of the stock, mutual fund, or commodity, displays the exchange,
- full name, and symbol for each of the commodities listed in the
- <acronym>QIF</acronym> file you are importing so that you can check them before
- proceeding.
+ <para>A series of screens, one for each of the stock, mutual fund, or commodity, displays the exchange, full name, and symbol for each of the commodities listed in the <acronym>QIF</acronym> file you are importing so that you can check them before proceeding.
</para>
</listitem>
</varlistentry>
@@ -379,20 +352,16 @@
<term><guilabel>Match duplicate transactions</guilabel></term>
<listitem>
- <para>This screen gives a description of the <guilabel>Match duplicate transactions</guilabel> process on
- the following <guilabel>Select possible duplicates</guilabel> screen.
+ <para>This screen gives a description of the <guilabel>Match duplicate transactions</guilabel> process on the following <guilabel>Select possible duplicates</guilabel> screen.
</para>
<tip>
- <para>This and other informational screens in the <guilabel>Import QIF files</guilabel> assistant can be
- turned off in the <guilabel>Online Banking</guilabel> tab (see
- <xref linkend="prefs-online"/>) under <guilabel>&appname; Preferences</guilabel>.
+ <para>This and other informational screens in the <guilabel>Import QIF files</guilabel> assistant can be turned off in the <guilabel>Online Banking</guilabel> tab (see <xref linkend="prefs-online"/>) under <guilabel>&appname; Preferences</guilabel>.
</para>
</tip>
- <para>The next screen lets you <guilabel>Select possible duplicate transactions</guilabel>. Imported
- transactions are shown on the left panel and possible matches to each selected
- transaction are shown on the right.
+ <para>The next screen lets you <guilabel>Select possible duplicate transactions</guilabel>.
+ Imported transactions are shown on the left panel and possible matches to each selected transaction are shown on the right.
</para>
<itemizedlist>
@@ -402,8 +371,8 @@
</listitem>
<listitem>
- <para>The right panel shows the list of <emphasis>possible</emphasis> duplicates for the selected imported
- transaction. Select the one that most closely matches
+ <para>The right panel shows the list of <emphasis>possible</emphasis> duplicates for the selected imported transaction.
+ Select the one that most closely matches
</para>
</listitem>
</itemizedlist>
@@ -413,8 +382,7 @@
</listitem>
<listitem>
- <para>The last screen, <guibutton>Update your &appname; accounts</guibutton>, gives you a list of three
- choices to finish the assistant.
+ <para>The last screen, <guibutton>Update your &appname; accounts</guibutton>, gives you a list of three choices to finish the assistant.
</para>
<itemizedlist>
@@ -429,8 +397,7 @@
</listitem>
<listitem>
- <para><guibutton>Back:</guibutton> brings up the previous screen so that you can change a previous
- selection until the first screen.
+ <para><guibutton>Back:</guibutton> brings up the previous screen so that you can change a previous selection until the first screen.
</para>
</listitem>
@@ -446,59 +413,80 @@
</para>
<tip>
- <para>Imported transactions might need to be <emphasis role="strong">reconciled</emphasis>. This process
- is described in the &app; Tutorial and Concepts guide.
+ <para>Imported transactions might need to be <emphasis role="strong">reconciled</emphasis>.
+ This process is described in the &app; Tutorial and Concepts guide.
</para>
</tip>
</sect1>
<sect1 id="tip-of-the-day">
- <title>Tip of The Day</title>
-
- <para>The <guilabel>Tip of the Day</guilabel> screen starts whenever you start &app; unless it has been
- disabled in the <guilabel>&appname; Preferences</guilabel>. It gives tips on features and
- using &app;. You can use the three buttons at the bottom of the screen to look through the
- tips.
- </para>
+ <title>The <quote>Tip of The Day</quote> Screen</title>
+
+ <figure pgwide="1">
+ <title><quote>Tip of The Day</quote> Screen</title><screenshot>
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/window-tip.png" format="PNG"
+ srccredit="Frank H. Ellenberger" />
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ </figure>
+
+ <para>The <guilabel>Tip of the Day</guilabel> screen starts whenever you start &app; unless it has been disabled in the <guilabel>&appname; Preferences</guilabel>.
+ It gives tips on features and using &app;.
+ You can use the three buttons at the bottom of the screen to look through the tips:
+ <variablelist>
+ <varlistentry>
+ <term><guibutton><accel>P</accel>revious</guibutton>
+ <footnote>
+ <para>Before &app; version 3.0 it was labeled <guibutton>Prev</guibutton>.
+ </para>
+ </footnote></term>
- <variablelist>
- <varlistentry>
- <term><guibutton>Close</guibutton></term>
+ <listitem>
+ <para>Shows the previous tip
+ </para>
+ </listitem>
+ </varlistentry>
- <listitem>
- <para>Dismiss the <guilabel>Tip of the Day</guilabel> screen
- </para>
- </listitem>
- </varlistentry>
+ <varlistentry>
+ <term><guibutton><accel>N</accel>ext</guibutton>
+ <footnote>
+ <para>Before &app; version 3.0 it was labeled <guibutton>Forward</guibutton>.
+ </para>
+ </footnote></term>
- <varlistentry>
- <term><guibutton>Prev</guibutton></term>
+ <listitem>
+ <para>Shows the next tip
+ </para>
+ </listitem>
+ </varlistentry>
- <listitem>
- <para>Shows the previous tip
- </para>
- </listitem>
- </varlistentry>
+ <varlistentry>
+ <term><guibutton><accel>C</accel>lose</guibutton></term>
- <varlistentry>
- <term><guibutton>Forward</guibutton></term>
+ <listitem>
+ <para>Dismiss the <guilabel>Tip of the Day</guilabel> screen
+ </para>
+ </listitem>
+ </varlistentry>
+ </variablelist>
+ </para>
- <listitem>
- <para>Shows the next tip
- </para>
- </listitem>
- </varlistentry>
- </variablelist>
+ <para>The checkbox <guibutton><accel>S</accel>how tips at startup</guibutton> can be used to enable or disable the <guilabel>Tip of the Day</guilabel> from running at &app; start-up.
+ </para>
- <para>The <guibutton>Show tips at startup</guibutton> check-box is used to enable or disable the
- <guilabel>Tip of the Day</guilabel> from running at &app; start-up.
+ <para>It is also possible to configure the <guilabel>Tip of the Day</guilabel> to run at start-up by the checkbox <guilabel>Display "<accel>t</accel>ip of the day" dialog</guilabel> on the <guilabel><xref linkend="prefs-general"/></guilabel> tab of
+ <menuchoice>
+ <guimenu><accel>E</accel>dit</guimenu><guimenuitem>Pr<accel>e</accel>ferences</guimenuitem>
+ </menuchoice>
+ .
</para>
- <para>It is also possible to configure the <guilabel>Tip of the Day</guilabel> to run at start-up under
- the <guilabel>General</guilabel> tab in <guilabel>&appname; Preferences</guilabel>. The
- <guilabel>Tip of the Day</guilabel> can also be manually run by going to
+ <para>The <guilabel>Tip of the Day</guilabel> can also be run manually by going to
<menuchoice>
- <guimenu>Help</guimenu><guimenuitem>Tip of the Day</guimenuitem>
+ <guimenu><accel>H</accel>elp</guimenu><guimenuitem><accel>T</accel>ip of the Day</guimenuitem>
</menuchoice>
.
</para>
diff --git a/help/de/Help_ch_GettingStarted.xml b/help/de/Help_ch_GettingStarted.xml
index 062e819..6b685bd 100644
--- a/help/de/Help_ch_GettingStarted.xml
+++ b/help/de/Help_ch_GettingStarted.xml
@@ -1,47 +1,42 @@
<?xml version="1.0" encoding="UTF-8"?>
<!DOCTYPE chapter SYSTEM "gnc-docbookx.dtd">
<!--
-
- (Do not remove this comment block.)
- Version: 2.0.2
- Last modified: January 2011
- modified: November 18th 2010
- modified: April 23th 2007
- modified: July 9th 2006
- modified: February 28th 2005
- Maintainers:
- Cristian Marchi <cri79 at libero.it>
- Chris Lyttle <chris at wilddev.net>
- Neil Williams <linux at codehelp.co.uk>
- Author:
- Chris Lyttle <chris at wilddev.net>
- Translators:
- Holger Stoehr <stoerpser at gmx.de>
+(Do not remove this comment block.)
+Version: 2.0.2
+Last modified: January 2011
+modified: November 18th 2010
+modified: April 23th 2007
+modified: July 9th 2006
+modified: February 28th 2005
+Maintainers:
+Cristian Marchi <cri79 at libero.it>
+Chris Lyttle <chris at wilddev.net>
+Neil Williams <linux at codehelp.co.uk>
+Author:
+Chris Lyttle <chris at wilddev.net>
+Translators:
+Holger Stoehr <stoerpser at gmx.de>
-->
<chapter id="getting-started">
- <title>Getting Started</title>
+ <title>Aller Anfang …</title>
<sect1 id="first-time">
- <title>&app;zum ersten Mal starten</title>
+ <title>&app; zum ersten Mal starten</title>
- <para>Um &app; zu starten, wählen Sie in Ihrem Startmenü die entsprechende Programmgruppe und den darin
- enthaltenen Eintrag aus.
+ <para>Um &app; zu starten, wählen Sie in Ihrem Startmenü die entsprechende Programmgruppe und den darin enthaltenen Eintrag aus.
</para>
- <para>Alternativ hierzu kann das Programm auch über die Shell, also eine Befehlszeile, mit dem Kommando
- <command>gnucash</command> gestartet werden.
+ <para>Alternativ hierzu kann das Programm auch über die Shell, also eine Befehlszeile, mit dem Kommando <command>gnucash <optional>Optionen</optional></command> gestartet werden.
</para>
- <para>Während das Programm die benötigten Systemdateien nachlädt, erscheint der <emphasis>Willkommens
- zu &app;!</emphasis>-Bildschirm, der Ihnen einige Informationen zum Programm selbst und zum
- Status des Ladevorganges anzeigt.
+ <para>Während das Programm die benötigten Systemdateien nachlädt, erscheint der <guilabel>Willkommen in &appname;!</guilabel>-Bildschirm, der Ihnen einige Informationen zum Programm selbst und zum Status des Ladevorganges anzeigt.
</para>
-<!-- Was ist das für ein Screen und wie bekommt man ihn zu sehen ??? -->
+ <!-- Was ist das für ein Screen und wie bekommt man ihn zu sehen ??? -->
<sect2 id="cannot-find-default">
<title><guilabel>Cannot find default values (???)</guilabel> screen</title>
- <para>Beim allerersten Programmstart werden Sie mit der Meldung <guilabel>"Kann keine aktuellen Werte
- finden."</guilabel> konfrontiert sein. Hier finden Sie drei Schaltflächen:
+ <para>Beim allerersten Programmstart werden Sie mit der Meldung <guilabel>"Kann keine aktuellen Werte finden."</guilabel> konfrontiert sein.
+ Hier finden Sie drei Schaltflächen:
</para>
<itemizedlist>
@@ -51,14 +46,12 @@
</listitem>
<listitem>
- <para><guibutton>Überspringen</guibutton> führt Sie weiter, ohne das die Einstellungswerte für die
- Bildschirmdarstellung von &app; gesetzt werden.
+ <para><guibutton>Überspringen</guibutton> führt Sie weiter, ohne das die Einstellungswerte für die Bildschirmdarstellung von &app; gesetzt werden.
</para>
</listitem>
<listitem>
- <para><guibutton>Setup</guibutton> öffnet den Assistenten zum <guilabel>Updaten der &appname;
- Voreinstellungen</guilabel> (siehe hierzu <xref linkend="update-configuration-data"/>).
+ <para><guibutton>Setup</guibutton> öffnet den Assistenten zum <guilabel>Updaten der &appname; Voreinstellungen</guilabel> (siehe hierzu <xref linkend="update-configuration-data"/>).
Damit können Sie einen neuen Satz von Voreinstellungswerten erstellen.
</para>
</listitem>
@@ -68,9 +61,8 @@
<sect2 id="update-configuration-data">
<title><guilabel>Assistent zur Aktualisierung der &appname;-Voreinstellungen</guilabel></title>
- <para>Der erster Bildschirm zur <guilabel>Aktualisierung der &appname; Konfiguration</guilabel> beschreibt
- den Assistenten. Während sich die Daten auf dem Schirm ändern werden, ändern sich die
- drei Schaltflächen des Assistenten nicht.
+ <para>Der erster Bildschirm zur <guilabel>Aktualisierung der &appname; Konfiguration</guilabel> beschreibt den Assistenten.
+ Während sich die Daten auf dem Schirm ändern werden, ändern sich die drei Schaltflächen des Assistenten nicht.
</para>
<itemizedlist>
@@ -79,39 +71,32 @@
</para>
<warning>
- <para>Wenn Sie diese Schaltfläche drücken, werden sämtliche erfolgte Auswahlen bis zu diesem Punkt
- verloren gehen.
+ <para>Wenn Sie diese Schaltfläche drücken, werden sämtliche erfolgte Auswahlen bis zu diesem Punkt verloren gehen.
</para>
</warning>
</listitem>
<listitem>
- <para><guibutton>Zurück</guibutton> bringt Sie zum vorherigen Bildschirm so dass eine ursprüngliche
- Auswahl bis zum ersten Schritt geändert werden kann.
+ <para><guibutton>Zurück</guibutton> bringt Sie zum vorherigen Bildschirm so dass eine ursprüngliche Auswahl bis zum ersten Schritt geändert werden kann.
</para>
</listitem>
<listitem>
- <para><guibutton>Vorwärts</guibutton> bringt Sie zum nächten Schritt. Somit können Sie dem Assistenten
- durch die Schritte folgen.
+ <para><guibutton>Vorwärts</guibutton> bringt Sie zum nächten Schritt.
+ Somit können Sie dem Assistenten durch die Schritte folgen.
</para>
</listitem>
</itemizedlist>
- <para id="gconf">The second screen allows you to <guilabel>Choose a Method</guilabel> of setting gconf configuration
- for &app;. The <guibutton>Update Search Path</guibutton> button will modify
- <filename class="directory">.gconf</filename> path in the user’s home directory. The
- <guibutton>Install in Home Directory</guibutton> button on this screen will install the
- configuration files in the <filename class="directory">.gconf</filename> directory in the
- user’s home directory.
+ <para id="gconf">The second screen allows you to <guilabel>Choose a Method</guilabel> of setting gconf configuration for &app;.
+ The <guibutton>Update Search Path</guibutton> button will modify <filename class="directory">.gconf</filename> path in the user’s home directory.
+ The <guibutton>Install in Home Directory</guibutton> button on this screen will install the configuration files in the <filename class="directory">.gconf</filename> directory in the user’s home directory.
</para>
- <para>After making your selection click the <guibutton>Forward</guibutton> button to display the next
- screen.
+ <para>After making your selection click the <guibutton>Forward</guibutton> button to display the next screen.
</para>
- <para>If you selected <guilabel>Install in Home Directory</guilabel> the next screen presents you with
- three options:
+ <para>If you selected <guilabel>Install in Home Directory</guilabel> the next screen presents you with three options:
<itemizedlist>
<listitem>
<para><guilabel>&appname; wird die Daten installieren.</guilabel>
@@ -130,8 +115,7 @@
</itemizedlist>
</para>
- <para>If you selected <guilabel>Update Search Path</guilabel> the next screen presents you with three
- options:
+ <para>If you selected <guilabel>Update Search Path</guilabel> the next screen presents you with three options:
<itemizedlist>
<listitem>
<para><guilabel>&appname; will update search path.</guilabel>
@@ -150,79 +134,90 @@
</itemizedlist>
</para>
- <para>The final screen has the usual three buttons, with the difference that
- <guibutton>Forward</guibutton> has changed to <guibutton>Apply</guibutton>. Click the
- <guibutton>Apply</guibutton> button to complete the initial defaults setting process. The
- <guilabel>Welcome to &appname;</guilabel> screen (see <xref linkend="welcome-to-gnucash"/>)
- will now be opened.
+ <para>The final screen has the usual three buttons, with the difference that <guibutton>Forward</guibutton> has changed to <guibutton>Apply</guibutton>.
+ Click the <guibutton>Apply</guibutton> button to complete the initial defaults setting process.
+ The <guilabel>Welcome to &appname;</guilabel> screen (see <xref linkend="welcome-to-gnucash"/>) will now be opened.
</para>
</sect2>
<sect2 id="welcome-to-gnucash">
- <title><guilabel>Willkommen beim &appname;</guilabel>-Dialog</title>
+ <title>Der <quote>Willkommen in &appname;!</quote>-Dialog</title>
- <para>Nach die ersten Voreinstellungen festgelegt worden sind, werden Sie mit dem <guilabel>Willkommen in
- &appname;!</guilabel>-Dialog begrüßt.
+ <para>Nach die ersten Voreinstellungen festgelegt worden sind, werden Sie mit dem <guilabel>Willkommen in &appname;!</guilabel>-Dialog begrüßt.
</para>
+ <figure pgwide="1">
+ <title><quote>Willkommen in &appname;!</quote>-Dialog</title><screenshot>
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/welcome.png" format="PNG"
+ srccredit="Frank H. Ellenberger" />
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ </figure>
+
<para>Dieser bietet Ihnen drei Auswahlmöglichkeiten:
</para>
<itemizedlist id="CreateAccounts">
<listitem>
- <para><guilabel><accel>N</accel>euen Kontenplan erstellen</guilabel> startet den entsprechenden
- Assistenten (siehe hierzu <xref linkend="acct-hierarchy"/>), der Sie durch diese
- Prozedur geleitet.
+ <para><guilabel><accel>N</accel>euen Kontenplan erstellen</guilabel> startet den entsprechenden Assistenten (siehe hierzu <xref linkend="acct-hierarchy"/>), der Sie durch diese Prozedur geleitet.
</para>
</listitem>
<listitem>
- <para>Sind Sie bereits im Besitz von z.B. Quicken-Dateien (<filename>.qif</filename>-Dateien) aus einem
- anderen Finanzprogramm und möchten diese importieren, dann entscheiden Sie sich für
- <guibutton>QIF-Dateien <accel>i</accel>mportieren</guibutton> (siehe hierzu
- <xref linkend="import-qif"/>).
+ <para>Sind Sie bereits im Besitz von z.B.
+ Quicken-Dateien (<filename>.qif</filename>-Dateien) aus einem anderen Finanzprogramm und möchten diese importieren, dann entscheiden Sie sich für <guibutton>QIF-Dateien <accel>i</accel>mportieren</guibutton> (siehe hierzu <xref linkend="import-qif"/>).
</para>
</listitem>
<listitem>
- <para>Beschäftigen Sie sich das erste Mal mit GnuCash und wollen sich vorerst nur durch die
- Einstellungsmöglichkeiten von GnuCash führen lassen, so ist <guibutton>Die
- <accel>E</accel>inführung für neue Benutzer öffnen</guibutton> Ihre erste Wahl.
+ <para>Beschäftigen Sie sich das erste Mal mit GnuCash und wollen sich vorerst nur durch die Einstellungsmöglichkeiten von GnuCash führen lassen, so ist <guibutton>Die <accel>E</accel>inführung für neue Benutzer öffnen</guibutton> Ihre erste Wahl.
</para>
</listitem>
</itemizedlist>
<note>
- <para>Es besteht auch die Möglichkeit, dass Sie sich später mit den anderen Auswahlmöglichkeiten
- beschäftigen. In diesem Fall ist aber der <guilabel>Willkommen bei
- &appname;!</guilabel>-Dialog dann nicht mehr zugänglich. Um die anderen
- Auswahlmöglichkeiten zu testen, lesen Sie bitte in <xref linkend="acct-hierarchy" />,
- <xref linkend="import-qif" /> und im
-<!--FIXME:<xref linkend=-->
+ <para>Es besteht auch die Möglichkeit, dass Sie sich später mit den anderen Auswahlmöglichkeiten beschäftigen.
+ In diesem Fall ist aber der <guilabel>Willkommen in &appname;!</guilabel>-Dialog dann nicht mehr zugänglich.
+ Um die anderen Auswahlmöglichkeiten zu testen, lesen Sie bitte in <xref linkend="acct-hierarchy" />, <xref linkend="import-qif" /> und im
+ <!--FIXME:<xref linkend=-->
"tutorial"
-<!--/>-->
+ <!--/>-->
nach. Dort erfahrenn Sie, wie Sie diese aus dem &app;-Menü heraus starten können.
</para>
</note>
- <para>Dieser Schritt dient dazu, dass Sie schnell starten können. Die <guibutton>Abrrechen</guibutton>
- Schaltfläche dient dazu, diesen Eingabebildschirm zu verlassen. Es wird dann wie folgt
- gefragt:<guilabel>Den Willkommensdialog wieder anzeigen?</guilabel>. Wenn Sie das
- <guilabel>Willkommen bei &appname;!</guilabel> Menü nicht nochmal sehen wollen klicken Sie
- die <guibutton>Nein</guibutton> Schaltfläche. Klicken Sie die <guibutton>Ja</guibutton>
- Schaltfläche oder drücken Sie <keycap>Enter</keycap> auf Ihrer Tastatur. Dies wählt den
- Standardwert aus, der darin besteht, dass der <guilabel>Willkommen bei &appname;!</guilabel>
- Bildschirm abermals angezeigt wird.
+ <para>Dieser Schritt dient dazu, dass Sie schnell starten können.
+ Die <guibutton>Abrrechen</guibutton> Schaltfläche dient dazu, diesen Eingabebildschirm zu verlassen.
+ Es wird dann wie folgt gefragt:<guilabel>Den Willkommensdialog wieder anzeigen?</guilabel>.
+ Wenn
+ Sie das <guilabel>Willkommen in &appname;!</guilabel> Menü nicht nochmal sehen wollen klicken Sie die <guibutton>Nein</guibutton> Schaltfläche.
+ Klicken
+ Sie die <guibutton>Ja</guibutton> Schaltfläche oder drücken Sie <keycap>Enter</keycap> auf Ihrer Tastatur.
+ Dies wählt den Standardwert aus, der darin besteht, dass der <guilabel>Willkommen in &appname;!</guilabel> Bildschirm abermals angezeigt wird.
</para>
<note>
- <para>Die Auswahl einer dieser Optionen gibt Ihnen ein minimales &app; Hauptfenster. Operationen in diesem
- Fest werden in
-<!--FIXME:<xref linkend=-->
+ <para>Die Auswahl einer dieser Optionen gibt Ihnen ein minimales &app; Hauptfenster.
+ Operationen in diesem Fest werden in
+ <!--FIXME:<xref linkend=-->
"GUIMenus">
-<!--</xref>-->
+ <!--</xref>-->
beschrieben.
</para>
+
+ <figure pgwide="1">
+ <title>Minimales &app; Hauptfenster</title><screenshot>
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/window-main-empty.png" format="PNG"
+ srccredit="Frank H. Ellenberger" />
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ </figure>
</note>
</sect2>
</sect1>
@@ -230,13 +225,11 @@
<sect1 id="acct-hierarchy">
<title>Einrichtung einer neuen Kontenhierarchie</title>
- <para>Der Assistent hilft Ihnen eine Reihe von &app; Konten auszubauen. Er erscheint wenn Sie
- <guibutton>Erstellen eines neuen Kontenrahmens</guibutton> im <guilabel>Willkommen bei
- &appname;!</guilabel> auswählen.
+ <para>Der Assistent hilft Ihnen eine Reihe von &app; Konten auszubauen.
+ Er erscheint wenn Sie <guibutton>Erstellen eines neuen Kontenrahmens</guibutton> im <guilabel>Willkommen in &appname;!</guilabel> auswählen.
</para>
- <para>Dies erstellt eine neue, leere &app;-Datei und starten dann automatisch den Assistent für die
- <guilabel>Einrichtung einer neuen Kontenhierarchie</guilabel>.
+ <para>Dies erstellt eine neue, leere &app;-Datei und starten dann automatisch den Assistent für die <guilabel>Einrichtung einer neuen Kontenhierarchie</guilabel>.
</para>
<tip>
@@ -244,8 +237,9 @@
<menuchoice>
<guimenu>Datei</guimenu> <guimenuitem>Neu</guimenuitem>
</menuchoice>
- wenn Sie eine neue Datei erstellen müssen. Wenn Sie den Assistenten innerhalb der
- geöffneten Datei laufen lassen wollen, gehen Sie zu
+ wenn Sie eine neue Datei erstellen müssen.
+ Wenn
+ Sie den Assistenten innerhalb der geöffneten Datei laufen lassen wollen, gehen Sie zu
<menuchoice>
<guimenu>Aktionen</guimenu><guimenuitem>Neue Kontenhierachie...</guimenuitem>
</menuchoice>
@@ -255,9 +249,8 @@
<orderedlist>
<listitem>
- <para>The <guilabel>New Account Hierarchy Setup</guilabel> assistant opens with a screen that briefly
- describes what this assistant does. The three buttons at the very bottom of the screen
- will not change while using the assistant.
+ <para>The <guilabel>New Account Hierarchy Setup</guilabel> assistant opens with a screen that briefly describes what this assistant does.
+ The three buttons at the very bottom of the screen will not change while using the assistant.
</para>
<itemizedlist>
@@ -272,8 +265,7 @@
</listitem>
<listitem>
- <para><guibutton>Back</guibutton> brings up the previous screen so that you can change a previous
- selection until the first screen.
+ <para><guibutton>Back</guibutton> brings up the previous screen so that you can change a previous selection until the first screen.
</para>
</listitem>
@@ -285,22 +277,18 @@
</listitem>
<listitem>
- <para>The next screen allows you to <guilabel>Choose Currency</guilabel> to use as default for your
- accounts.
+ <para>The next screen allows you to <guilabel>Choose Currency</guilabel> to use as default for your accounts.
</para>
<itemizedlist>
<listitem>
- <para>The <guilabel>Currency:</guilabel> drop down list defaults to the currency configured in the
- <guilabel>Accounts</guilabel> tab under <guilabel>&appname; Preferences</guilabel>
- (see <xref linkend="prefs-accounts"/>). If you wish your accounts to use a different
- default currency, select one from the list.
+ <para>The <guilabel>Currency:</guilabel> drop down list defaults to the currency configured in the <guilabel>Accounts</guilabel> tab under <guilabel>&appname; Preferences</guilabel> (see <xref linkend="prefs-accounts"/>).
+ If you wish your accounts to use a different default currency, select one from the list.
</para>
</listitem>
<listitem>
- <para>The <guibutton>Forward </guibutton>button is used to confirm your selection and continue to the next
- screen.
+ <para>The <guibutton>Forward </guibutton>button is used to confirm your selection and continue to the next screen.
</para>
</listitem>
</itemizedlist>
@@ -315,21 +303,19 @@
<itemizedlist>
<listitem>
- <para>The left upper portion has a list of <guilabel>Categories</guilabel> for commonly used hierarchies
- of accounts. Select from this list the types of accounts you wish to use. You can
- select as many of the categories of accounts as you wish.
+ <para>The left upper portion has a list of <guilabel>Categories</guilabel> for commonly used hierarchies of accounts.
+ Select from this list the types of accounts you wish to use.
+ You can select as many of the categories of accounts as you wish.
</para>
</listitem>
<listitem>
- <para>The left lower section has a <guilabel>Category Description</guilabel> that displays a detailed
- description of the category currently highlighted.
+ <para>The left lower section has a <guilabel>Category Description</guilabel> that displays a detailed description of the category currently highlighted.
</para>
</listitem>
<listitem>
- <para>The right side has a list of the <guilabel>Accounts</guilabel> that will be created from the
- selected category.
+ <para>The right side has a list of the <guilabel>Accounts</guilabel> that will be created from the selected category.
</para>
</listitem>
@@ -346,47 +332,41 @@
</listitem>
<listitem>
- <para>The next screen allows you to <guilabel>Setup selected accounts</guilabel> by entering the opening
- balances and by selecting if the account is a placeholder.
+ <para>The next screen allows you to <guilabel>Setup selected accounts</guilabel> by entering the opening balances and by selecting if the account is a placeholder.
</para>
<note>
- <para>Equity accounts do not have opening balances so the opening balance value for this kind of accounts
- is locked and set to <guilabel>zero</guilabel> by &app;
+ <para>Equity accounts do not have opening balances so the opening balance value for this kind of accounts is locked and set to <guilabel>zero</guilabel> by &app;
</para>
</note>
<note id="placeholder-acct">
- <para><emphasis>Placeholder</emphasis> accounts are used to create a hierarchy of accounts and normally do
- not have transactions or opening balances.
+ <para><emphasis>Placeholder</emphasis> accounts are used to create a hierarchy of accounts and normally do not have transactions or opening balances.
</para>
</note>
- <para>Follow the instructions in the display on how to select the account and entering an opening balance
- for the account. A single click is used to highlight an account.
+ <para>Follow the instructions in the display on how to select the account and entering an opening balance for the account.
+ A single click is used to highlight an account.
</para>
<itemizedlist>
<listitem>
- <para>The left side of the screen has a list of <guilabel>Account Names</guilabel>. Select an account by
- "clicking" once in the <guilabel>Account Names</guilabel> column with the account
- highlighted. This will open the account name for changes.
+ <para>The left side of the screen has a list of <guilabel>Account Names</guilabel>.
+ Select an account by "clicking" once in the <guilabel>Account Names</guilabel> column with the account highlighted.
+ This will open the account name for changes.
</para>
</listitem>
<listitem>
- <para>The right side of the screen has a check-box to make an account a <guilabel>Placeholder</guilabel>
- and a box to add the <guilabel>Opening Balance</guilabel> for the selected account.
- Again a single click in the <guilabel>Opening Balance</guilabel> or
- <guilabel>Placeholder</guilabel> column will open the field for changes.
+ <para>The right side of the screen has a check-box to make an account a <guilabel>Placeholder</guilabel> and a box to add the <guilabel>Opening Balance</guilabel> for the selected account.
+ Again a single click in the <guilabel>Opening Balance</guilabel> or <guilabel>Placeholder</guilabel> column will open the field for changes.
</para>
</listitem>
</itemizedlist>
</listitem>
<listitem>
- <para>The <guilabel>Finish account setup</guilabel> is the last screen and gives you a final list of the
- three choices to finish the assistant.
+ <para>The <guilabel>Finish account setup</guilabel> is the last screen and gives you a final list of the three choices to finish the assistant.
</para>
<itemizedlist>
@@ -401,8 +381,7 @@
</listitem>
<listitem>
- <para><guibutton>Back</guibutton> brings up the previous screen so that you can change a previous
- selection until the first screen.
+ <para><guibutton>Back</guibutton> brings up the previous screen so that you can change a previous selection until the first screen.
</para>
</listitem>
@@ -421,27 +400,24 @@
<sect1 id="import-qif">
<title>Import QIF Files</title>
- <para>This Assistant helps you import Quicken (QIF) files. It will appear if you choose <guibutton>Import
- my QIF files</guibutton> in the <guilabel>Welcome to &appname;!</guilabel> menu.
+ <para>This Assistant helps you import Quicken (QIF) files.
+ It will appear if you choose <guibutton>Import my QIF files</guibutton> in the <guilabel>Welcome to &appname;!</guilabel> menu.
</para>
<para>To start this assistant manually go to
<menuchoice>
- <guimenu>File</guimenu> <guisubmenu>Import ...</guisubmenu> <guimenuitem>Import
- QIF...</guimenuitem>
+ <guimenu>File</guimenu> <guisubmenu>Import ...</guisubmenu> <guimenuitem>Import QIF...</guimenuitem>
</menuchoice>
.
</para>
- <para>In the following all the screens that you can see in this assistant are described in order of
- appearance.
+ <para>In the following all the screens that you can see in this assistant are described in order of appearance.
</para>
<orderedlist>
<listitem>
- <para>The <guilabel>Import QIF files</guilabel> assistant opens with a screen that briefly describes what
- this assistant does and requests the file(s) to import. The three buttons at the very
- bottom of the screen will not change while using the assistant.
+ <para>The <guilabel>Import QIF files</guilabel> assistant opens with a screen that briefly describes what this assistant does and requests the file(s) to import.
+ The three buttons at the very bottom of the screen will not change while using the assistant.
</para>
<itemizedlist>
@@ -456,8 +432,7 @@
</listitem>
<listitem>
- <para><guibutton>Back</guibutton> brings up the previous screen so that you can change a previous
- selection until the first screen.
+ <para><guibutton>Back</guibutton> brings up the previous screen so that you can change a previous selection until the first screen.
</para>
</listitem>
@@ -469,35 +444,29 @@
</listitem>
<listitem>
- <para>The next screen allows you to <guilabel>Select a QIF file to load</guilabel>. The
- <guibutton>Select...</guibutton> button on this screen is used to access the list of
- files. The <guibutton>Select...</guibutton> button brings up the <guilabel>Select QIF
- File</guilabel> dialog.
+ <para>The next screen allows you to <guilabel>Select a QIF file to load</guilabel>.
+ The <guibutton>Select...</guibutton> button on this screen is used to access the list of files.
+ The <guibutton>Select...</guibutton> button brings up the <guilabel>Select QIF File</guilabel> dialog.
</para>
- <para>Navigate to where you have stored your <acronym>QIF</acronym> files and select the first one then
- click <guibutton>Import</guibutton>. The next screen will display it in the
- <guilabel>Select a QIF File to Load</guilabel> field.
+ <para>Navigate to where you have stored your <acronym>QIF</acronym> files and select the first one then click <guibutton>Import</guibutton>.
+ The next screen will display it in the <guilabel>Select a QIF File to Load</guilabel> field.
</para>
<note>
- <para>If the file you are loading does not have an <acronym>QIF</acronym> date listed in it you will see
- the <guilabel>Set a date format for this QIF file</guilabel> screen. Select the proper
- format from the pull down list and continue.
+ <para>If the file you are loading does not have an <acronym>QIF</acronym> date listed in it you will see the <guilabel>Set a date format for this QIF file</guilabel> screen.
+ Select the proper format from the pull down list and continue.
</para>
</note>
<note>
- <para>If the file you are loading does not have an account name listed in it you will see the
- <guilabel>Set the default QIF account name</guilabel> screen. Otherwise you will skip
- this screen and go on to the screen in the next section that shows loaded
- <acronym>QIF</acronym> files.
+ <para>If the file you are loading does not have an account name listed in it you will see the <guilabel>Set the default QIF account name</guilabel> screen.
+ Otherwise you will skip this screen and go on to the screen in the next section that shows loaded <acronym>QIF</acronym> files.
</para>
<itemizedlist>
<listitem>
- <para>The <guilabel>Account name:</guilabel> field is used to set an account name for this
- <acronym>QIF</acronym> file.
+ <para>The <guilabel>Account name:</guilabel> field is used to set an account name for this <acronym>QIF</acronym> file.
</para>
</listitem>
</itemizedlist>
@@ -505,9 +474,9 @@
</listitem>
<listitem>
- <para>The next screen shows you the <guilabel>QIF files you have loaded</guilabel>. You can use this
- screen to return to the previous screen and load more <acronym>QIF</acronym> files. It
- will also let you unload any files you have loaded by mistake.
+ <para>The next screen shows you the <guilabel>QIF files you have loaded</guilabel>.
+ You can use this screen to return to the previous screen and load more <acronym>QIF</acronym> files.
+ It will also let you unload any files you have loaded by mistake.
</para>
<itemizedlist>
@@ -517,26 +486,22 @@
</listitem>
<listitem>
- <para>The <guibutton>Load another file</guibutton> button takes you back to the previous screen to load
- another <acronym>QIF</acronym> file.
+ <para>The <guibutton>Load another file</guibutton> button takes you back to the previous screen to load another <acronym>QIF</acronym> file.
</para>
</listitem>
<listitem>
- <para>The <guibutton>Unload selected file</guibutton> button allows you to select a file from the top
- panel and remove it from the list.
+ <para>The <guibutton>Unload selected file</guibutton> button allows you to select a file from the top panel and remove it from the list.
</para>
</listitem>
</itemizedlist>
- <para>When you have selected all the <acronym>QIF</acronym> files to be imported, click the
- <guibutton>Forward</guibutton> button.
+ <para>When you have selected all the <acronym>QIF</acronym> files to be imported, click the <guibutton>Forward</guibutton> button.
</para>
</listitem>
<listitem>
- <para>Depending on the type of data contained in the <acronym>QIF</acronym> files to be imported, you may
- see only one or all of the following screens:
+ <para>Depending on the type of data contained in the <acronym>QIF</acronym> files to be imported, you may see only one or all of the following screens:
</para>
<variablelist termlength="8">
@@ -544,27 +509,21 @@
<term><guilabel>Accounts and stock holdings</guilabel></term>
<listitem>
- <para>This screen gives a description of the <guilabel>Accounts and stock holdings</guilabel> matching
- process on the following <guilabel>Match QIF accounts with &appname;
- accounts</guilabel> screen.
+ <para>This screen gives a description of the <guilabel>Accounts and stock holdings</guilabel> matching process on the following <guilabel>Match QIF accounts with &appname; accounts</guilabel> screen.
</para>
<tip>
- <para>This and other informational screens in the <guilabel>Import QIF files</guilabel> assistant can be
- turned off in the <guilabel>Online Banking</guilabel> tab (see
- <xref linkend="prefs-online"/>) under <guilabel>&appname; Preferences</guilabel>.
+ <para>This and other informational screens in the <guilabel>Import QIF files</guilabel> assistant can be turned off in the <guilabel>Online Banking</guilabel> tab (see <xref linkend="prefs-online"/>) under <guilabel>&appname; Preferences</guilabel>.
</para>
</tip>
- <para>The next screen lets you <guilabel>Match QIF accounts with &appname; accounts</guilabel>. You will
- see a list of <guilabel>QIF account names</guilabel> on the left and suggested
- <guilabel>&appname; account names</guilabel> on the right. The
- <guilabel>New?</guilabel> column indicates if the &app; account name will be created
- by the <acronym>QIF</acronym> Import.
+ <para>The next screen lets you <guilabel>Match QIF accounts with &appname; accounts</guilabel>.
+ You will see a list of <guilabel>QIF account names</guilabel> on the left and suggested <guilabel>&appname; account names</guilabel> on the right.
+ The <guilabel>New?</guilabel> column indicates if the &app; account name will be created by the <acronym>QIF</acronym> Import.
</para>
- <para>To change the &app; account to a different one select the <acronym>QIF</acronym> account. A screen
- will pop up to select another account or create a new one.
+ <para>To change the &app; account to a different one select the <acronym>QIF</acronym> account.
+ A screen will pop up to select another account or create a new one.
</para>
<itemizedlist>
@@ -574,8 +533,7 @@
</listitem>
<listitem>
- <para>The <guibutton>New Account</guibutton> button allows you to add a new account name as a sub-account
- (child of selected) of the selected account.
+ <para>The <guibutton>New Account</guibutton> button allows you to add a new account name as a sub-account (child of selected) of the selected account.
</para>
</listitem>
@@ -585,8 +543,7 @@
</listitem>
<listitem>
- <para>The <guibutton>Cancel</guibutton> button is used to exit the dialog without using any changes you
- have made.
+ <para>The <guibutton>Cancel</guibutton> button is used to exit the dialog without using any changes you have made.
</para>
</listitem>
</itemizedlist>
@@ -597,27 +554,21 @@
<term><guilabel>Income and Expense categories</guilabel></term>
<listitem>
- <para>This screen gives a description of the <guilabel>Income and Expense categories</guilabel> matching
- process on the following <guilabel>Match QIF categories with &appname;
- accounts</guilabel> screen.
+ <para>This screen gives a description of the <guilabel>Income and Expense categories</guilabel> matching process on the following <guilabel>Match QIF categories with &appname; accounts</guilabel> screen.
</para>
<tip>
- <para>This and other informational screens in the <guilabel>Import QIF files</guilabel> assistant can be
- turned off in the <guilabel>Online Banking</guilabel> tab (see
- <xref linkend="prefs-online"/>) under <guilabel>&appname; Preferences</guilabel>.
+ <para>This and other informational screens in the <guilabel>Import QIF files</guilabel> assistant can be turned off in the <guilabel>Online Banking</guilabel> tab (see <xref linkend="prefs-online"/>) under <guilabel>&appname; Preferences</guilabel>.
</para>
</tip>
- <para>The next screen lets you <guilabel>Match QIF categories with &appname; accounts</guilabel>. You will
- see a list of <guilabel>QIF category names</guilabel> on the left and suggested
- <guilabel>&appname; account names</guilabel> on the right. The
- <guilabel>New?</guilabel> column indicates if the &app; account name will be created
- by the QIF Import.
+ <para>The next screen lets you <guilabel>Match QIF categories with &appname; accounts</guilabel>.
+ You will see a list of <guilabel>QIF category names</guilabel> on the left and suggested <guilabel>&appname; account names</guilabel> on the right.
+ The <guilabel>New?</guilabel> column indicates if the &app; account name will be created by the QIF Import.
</para>
- <para>To change the &app; account to a different one select the QIF category. A dialog will pop up to
- select another account or create a new one.
+ <para>To change the &app; account to a different one select the QIF category.
+ A dialog will pop up to select another account or create a new one.
</para>
<itemizedlist>
@@ -627,8 +578,7 @@
</listitem>
<listitem>
- <para>The <guibutton>New Account</guibutton> button allows you to add a new account name as a sub-account
- (child of selected) of the selected account.
+ <para>The <guibutton>New Account</guibutton> button allows you to add a new account name as a sub-account (child of selected) of the selected account.
</para>
</listitem>
@@ -638,8 +588,7 @@
</listitem>
<listitem>
- <para>The <guibutton>Cancel</guibutton> button is used to exit the dialog without using any changes you
- have made.
+ <para>The <guibutton>Cancel</guibutton> button is used to exit the dialog without using any changes you have made.
</para>
</listitem>
</itemizedlist>
@@ -650,26 +599,22 @@
<term><guilabel>Payees and memos</guilabel></term>
<listitem>
- <para>This screen gives a description of the <guilabel>Payees and memos</guilabel> matching process on the
- following <guilabel>Match payees/memos to &appname; accounts</guilabel> screen.
+ <para>This screen gives a description of the <guilabel>Payees and memos</guilabel> matching process on the following <guilabel>Match payees/memos to &appname; accounts</guilabel> screen.
</para>
<tip>
- <para>This and other informational screens in the <guilabel>Import QIF files</guilabel> assistant can be
- turned off in the <guilabel>Online Banking</guilabel> tab (see
- <xref linkend="prefs-online"/>) under <guilabel>&appname; Preferences</guilabel>.
+ <para>This and other informational screens in the <guilabel>Import QIF files</guilabel> assistant can be turned off in the <guilabel>Online Banking</guilabel> tab (see <xref linkend="prefs-online"/>) under <guilabel>&appname; Preferences</guilabel>.
</para>
</tip>
- <para>The next screen lets you <guilabel>Match payees/memos to &appname; accounts</guilabel>. You will see
- a list of <guilabel>QIF payee/memo names</guilabel> on the left and suggested
- <guilabel>&appname; account names</guilabel> on the right. The default &app; account
- used is called <guilabel>Unspecified</guilabel>. The <guilabel>New?</guilabel>
- column indicates if the &app; account name will be created by the QIF Import.
+ <para>The next screen lets you <guilabel>Match payees/memos to &appname; accounts</guilabel>.
+ You will see a list of <guilabel>QIF payee/memo names</guilabel> on the left and suggested <guilabel>&appname; account names</guilabel> on the right.
+ The default &app; account used is called <guilabel>Unspecified</guilabel>.
+ The <guilabel>New?</guilabel> column indicates if the &app; account name will be created by the QIF Import.
</para>
- <para>To change the &app; account to a different one select the QIF payee/memo. A dialog will pop up to
- select another account or create a new one.
+ <para>To change the &app; account to a different one select the QIF payee/memo.
+ A dialog will pop up to select another account or create a new one.
</para>
<itemizedlist>
@@ -679,8 +624,7 @@
</listitem>
<listitem>
- <para>The <guibutton>New Account</guibutton> button allows you to add a new account name as a sub-account
- of the selected account.
+ <para>The <guibutton>New Account</guibutton> button allows you to add a new account name as a sub-account of the selected account.
</para>
</listitem>
@@ -690,8 +634,7 @@
</listitem>
<listitem>
- <para>The <guibutton>Cancel</guibutton> button is used to exit the dialog without using any changes you
- have made.
+ <para>The <guibutton>Cancel</guibutton> button is used to exit the dialog without using any changes you have made.
</para>
</listitem>
</itemizedlist>
@@ -701,10 +644,9 @@
</listitem>
<listitem>
- <para>The next screen allows you to <guilabel>Enter the QIF file currency</guilabel>. The drop down list
- defaults to the currency configured in the <guilabel>Accounts</guilabel> tab (see
- <xref linkend="prefs-accounts"/>) under <guilabel>&appname; Preferences</guilabel>. If you
- wish the new accounts to use a different currency, select one from the list.
+ <para>The next screen allows you to <guilabel>Enter the QIF file currency</guilabel>.
+ The drop down list defaults to the currency configured in the <guilabel>Accounts</guilabel> tab (see <xref linkend="prefs-accounts"/>) under <guilabel>&appname; Preferences</guilabel>.
+ If you wish the new accounts to use a different currency, select one from the list.
</para>
<para>When you have selected the currency, click the <guibutton>Forward</guibutton> button.
@@ -712,8 +654,7 @@
</listitem>
<listitem>
- <para>Depending on the type of data contained in the <acronym>QIF</acronym> files to be imported, you may
- or may not see one or more of the following screens:
+ <para>Depending on the type of data contained in the <acronym>QIF</acronym> files to be imported, you may or may not see one or more of the following screens:
</para>
<variablelist termlength="8">
@@ -721,21 +662,15 @@
<term><guilabel>Tradable Commodities</guilabel></term>
<listitem>
- <para>This screen gives a description of the <guilabel>Tradable Commodities</guilabel> process on the
- screen.
+ <para>This screen gives a description of the <guilabel>Tradable Commodities</guilabel> process on the screen.
</para>
<tip>
- <para>This and other informational screens in the <guilabel>Import QIF files</guilabel> assistant can be
- turned off in the <guilabel>Online Banking</guilabel> tab (see
- <xref linkend="prefs-online"/>) under <guilabel>&appname; Preferences</guilabel>.
+ <para>This and other informational screens in the <guilabel>Import QIF files</guilabel> assistant can be turned off in the <guilabel>Online Banking</guilabel> tab (see <xref linkend="prefs-online"/>) under <guilabel>&appname; Preferences</guilabel>.
</para>
</tip>
- <para>A series of screens, one for each of the stock, mutual fund, or commodity, displays the exchange,
- full name, and symbol for each of the commodities listed in the
- <acronym>QIF</acronym> file you are importing so that you can check them before
- proceeding.
+ <para>A series of screens, one for each of the stock, mutual fund, or commodity, displays the exchange, full name, and symbol for each of the commodities listed in the <acronym>QIF</acronym> file you are importing so that you can check them before proceeding.
</para>
</listitem>
</varlistentry>
@@ -744,20 +679,16 @@
<term><guilabel>Match duplicate transactions</guilabel></term>
<listitem>
- <para>This screen gives a description of the <guilabel>Match duplicate transactions</guilabel> process on
- the following <guilabel>Select possible duplicates</guilabel> screen.
+ <para>This screen gives a description of the <guilabel>Match duplicate transactions</guilabel> process on the following <guilabel>Select possible duplicates</guilabel> screen.
</para>
<tip>
- <para>This and other informational screens in the <guilabel>Import QIF files</guilabel> assistant can be
- turned off in the <guilabel>Online Banking</guilabel> tab (see
- <xref linkend="prefs-online"/>) under <guilabel>&appname; Preferences</guilabel>.
+ <para>This and other informational screens in the <guilabel>Import QIF files</guilabel> assistant can be turned off in the <guilabel>Online Banking</guilabel> tab (see <xref linkend="prefs-online"/>) under <guilabel>&appname; Preferences</guilabel>.
</para>
</tip>
- <para>The next screen lets you <guilabel>Select possible duplicate transactions</guilabel>. Imported
- transactions are shown on the left panel and possible matches to each selected
- transaction are shown on the right.
+ <para>The next screen lets you <guilabel>Select possible duplicate transactions</guilabel>.
+ Imported transactions are shown on the left panel and possible matches to each selected transaction are shown on the right.
</para>
<itemizedlist>
@@ -767,8 +698,8 @@
</listitem>
<listitem>
- <para>The right panel shows the list of <emphasis>possible</emphasis> duplicates for the selected imported
- transaction. Select the one that most closely matches
+ <para>The right panel shows the list of <emphasis>possible</emphasis> duplicates for the selected imported transaction.
+ Select the one that most closely matches
</para>
</listitem>
</itemizedlist>
@@ -778,8 +709,7 @@
</listitem>
<listitem>
- <para>The last screen, <guibutton>Update your &appname; accounts</guibutton>, gives you a list of three
- choices to finish the assistant.
+ <para>The last screen, <guibutton>Update your &appname; accounts</guibutton>, gives you a list of three choices to finish the assistant.
</para>
<itemizedlist>
@@ -794,8 +724,7 @@
</listitem>
<listitem>
- <para><guibutton>Back</guibutton> brings up the previous screen so that you can change a previous
- selection until the first screen.
+ <para><guibutton>Back</guibutton> brings up the previous screen so that you can change a previous selection until the first screen.
</para>
</listitem>
Summary of changes:
help/C/Help_ch_Customize.xml | 1016 ++++++++++++++----------------------
help/C/Help_ch_GettingStarted.xml | 358 ++++++-------
help/de/Help_ch_GettingStarted.xml | 435 +++++++--------
3 files changed, 738 insertions(+), 1071 deletions(-)
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