gnucash-docs stable: Multiple changes pushed
John Ralls
jralls at code.gnucash.org
Mon Jul 13 17:58:56 EDT 2026
Updated via https://github.com/Gnucash/gnucash-docs/commit/55225063 (commit)
via https://github.com/Gnucash/gnucash-docs/commit/8509cc9c (commit)
from https://github.com/Gnucash/gnucash-docs/commit/23fac47b (commit)
commit 55225063c08104b3b9fe12bba165e6b7417763e4
Merge: 23fac47b 8509cc9c
Author: John Ralls <jralls at ceridwen.us>
Date: Mon Jul 13 14:57:51 2026 -0700
Merge Christian Wehling's 'C_help_BP_acc_actions' into stable.
commit 8509cc9cdaae26abee777f7a6aac7c588676b481
Author: Christian Wehling <christian.wehling at web.de>
Date: Sun Mar 13 16:34:54 2022 +0100
Section 'acct-types', remove section and adjust links.
The type of accounts are already described in the Tutorial & Concept
Guide.
diff --git a/C/manual/ch_Account-Actions.docbook b/C/manual/ch_Account-Actions.docbook
index 1327ff49..0d867dce 100644
--- a/C/manual/ch_Account-Actions.docbook
+++ b/C/manual/ch_Account-Actions.docbook
@@ -23,305 +23,10 @@
an Account is used as the basic tool to organize the recording of where money comes from and
goes to. &app; also extends the concept of real world accounts such as a bank account or loan
account to grouping income and expense accounts. This allows you to quickly see where you spent
- your money and what your major income and expenses are. &app; sets Account Types (as described
- in the next section) to help in organizing and grouping accounts. Account Types can be used to
- create a Chart of Accounts.
+ your money and what your major income and expenses are. &app; sets Account Types to help in
+ organizing and grouping accounts. Account Types can be used to create a Chart of Accounts.
</para>
- <sect1 id="acct-types">
- <title>Types of &app; Accounts</title>
-
- <para>&app; supports a number of different account types. It is recommended to choose an appropriate
- account type based on the list of account types described below.
- </para>
-
- <warning>
- <para>The Accounts Payable and Accounts Receivable types are used internally by &app;’s business
- features. Transactions involving these accounts should not be added, changed or deleted in
- any way other than by using
- <itemizedlist>
- <listitem>
- <para>post/unpost bill/invoice/voucher or
- </para>
- </listitem>
-
- <listitem>
- <para>process payment
- </para>
- </listitem>
- </itemizedlist>
- </para>
- </warning>
-
- <table frame="topbot" id="TypeAccounts">
- <title>Types of &app; Accounts.</title>
-
- <tgroup cols="2">
- <thead>
- <row>
- <entry>
- <para>Account Type
- </para>
- </entry>
-
- <entry>
- <para>Description
- </para>
- </entry>
- </row>
- </thead>
-
- <tbody>
- <row>
- <entry>
- <para>Accounts Payable
- </para>
- </entry>
-
- <entry>
- <para>Accounts Payable are used by businesses to record amounts that must be paid. Example: The business
- has bought something, but the business has not paid the bill until later.
- </para>
- </entry>
- </row>
-
- <row>
- <entry>
- <para>Accounts Receivable
- </para>
- </entry>
-
- <entry>
- <para>Accounts Receivable records amounts for which money has not yet been received. Example: A business
- has sold something and issued a bill, but the client has not payed until later.
- </para>
- </entry>
- </row>
-
- <row>
- <entry>
- <para>Asset
- </para>
- </entry>
-
- <entry>
- <para>Asset accounts are used for tracking things that are of value and can be used or sold to pay debts.
- (Normally a placeholder account)
- </para>
- </entry>
- </row>
-
- <row>
- <entry>
- <para>Bank
- </para>
- </entry>
-
- <entry>
- <para>The Bank account type denotes savings or checking accounts held at a bank or other financial
- institution. Some of these accounts may bear interest. This is also the appropriate
- account type for check (debit) cards, which directly withdraw payments from a
- checking account.
- </para>
- </entry>
- </row>
-
- <row>
- <entry>
- <para>Cash
- </para>
- </entry>
-
- <entry>
- <para>The Cash account type is used to denote the cash that you store in your wallet, shoe box, piggyback,
- or mattress.
- </para>
- </entry>
- </row>
-
- <row>
- <entry>
- <para>Credit Card
- </para>
- </entry>
-
- <entry>
- <para>The Credit Card account type is used to denote credit card accounts, both for cards that allow
- floating lines of credit (e.g. VISA, MasterCard, or Discover) and with cards that do
- not permit continuing balances (e.g. American Express)
- </para>
- </entry>
- </row>
-
- <row>
- <entry>
- <para>Currency
- </para>
- </entry>
-
- <entry>
- <para>Currency Accounts were used for trading currencies, but have been replaced by the Currency Transfer
- pane on the Transfer Funds Window (<xref linkend="trans-win-enter"></xref>).
- </para>
- </entry>
- </row>
-
- <row>
- <entry>
- <para>Equity
- </para>
- </entry>
-
- <entry>
- <para>Equity accounts are used to store the opening balances when you first start using &app; or start a
- new accounting period.
- </para>
- </entry>
- </row>
-
- <row>
- <entry>
- <para>Expense
- </para>
- </entry>
-
- <entry>
- <para>Any expense such as food, clothing, taxes, etc. This type is called a category in Quicken.
- </para>
- </entry>
- </row>
-
- <row>
- <entry>
- <para>Income
- </para>
- </entry>
-
- <entry>
- <para>Any income received from sources such as salary, interest, dividends, etc. This type is called a
- category in Quicken.
- </para>
- </entry>
- </row>
-
- <row>
- <entry>
- <para>Liability
- </para>
- </entry>
-
- <entry>
- <para>Liability accounts are used for tracking debts or financial obligations. (Normally a placeholder
- account)
- </para>
- </entry>
- </row>
-
- <row>
- <entry>
- <para>Mutual Fund
- </para>
- </entry>
-
- <entry>
- <para>A professionally managed portfolio of stocks and bonds or other investments divided up into shares.
- </para>
- </entry>
- </row>
-
- <row>
- <entry>
- <para>Stock
- </para>
- </entry>
-
- <entry>
- <para>A share of ownership in a corporation, which entitles its owner to all the risks and rewards that go
- with it.
- </para>
- </entry>
- </row>
- </tbody>
- </tgroup>
- </table>
-
- <para>The <emphasis role="bold">New Account Hierarchy Setup</emphasis> assistant described in the first
- section of this help is a convenient way of setting up a set of accounts to use as a framework
- of account types.
- </para>
-
- <para>When new accounts are created the available choices of account types are grayed out according to
- what type the parent account is. The following list contains the possible choices.
- </para>
-
- <itemizedlist>
- <listitem>
- <para>Accounts Payable: All accounts except Equity, Expense and Income can be child accounts.
- </para>
- </listitem>
-
- <listitem>
- <para>Accounts Receivable: All accounts except Equity, Expense and Income can be child accounts.
- </para>
- </listitem>
-
- <listitem>
- <para>Asset: All accounts except Equity, Expense and Income can be child accounts.
- </para>
- </listitem>
-
- <listitem>
- <para>Bank: All accounts except Equity, Expense and Income can be child accounts.
- </para>
- </listitem>
-
- <listitem>
- <para>Cash: All accounts except Equity, Expense and Income can be child accounts.
- </para>
- </listitem>
-
- <listitem>
- <para>Credit Card: All accounts except Equity, Expense and Income can be child accounts.
- </para>
- </listitem>
-
- <listitem>
- <para>Currency: All accounts except Equity, Expense and Income can be child accounts.
- </para>
- </listitem>
-
- <listitem>
- <para>Equity: Only Equity accounts can be child accounts.
- </para>
- </listitem>
-
- <listitem>
- <para>Expense: Only Expense or Income accounts can be child accounts.
- </para>
- </listitem>
-
- <listitem>
- <para>Income: Only Expense or Income accounts can be child accounts.
- </para>
- </listitem>
-
- <listitem>
- <para>Liability: All accounts except Equity, Expense and Income can be child accounts.
- </para>
- </listitem>
-
- <listitem>
- <para>Mutual Fund: All accounts except Equity, Expense and Income can be child accounts.
- </para>
- </listitem>
-
- <listitem>
- <para>Stock: All accounts except Equity, Expense and Income can be child accounts.
- </para>
- </listitem>
- </itemizedlist>
- </sect1>
-
<sect1 id="chart-create">
<title>Creating a Chart of Accounts</title>
@@ -356,8 +61,8 @@
<para>Editing the Chart of Accounts is done within the <guilabel>Parent Account</guilabel> pane of the
<guilabel>Edit Account</guilabel> dialog. It is possible to move an account to any part of the
Chart of Accounts. It is recommended to keep accounts generally under the related types of
- accounts as described in <xref linkend="acct-types" />. This helps to preserve the Chart of
- Accounts structure.
+ accounts as described in <ulink url="&url-docs-C;guide/accts-types1.html">&app;
+ Accounts</ulink>. This helps to preserve the Chart of Accounts structure.
</para>
<para>To move the selected account to a different parent account just select the account in the
@@ -556,7 +261,8 @@
</note>
<para>Below these checkboxes is a pane that contains a list of <guilabel>Account Types</guilabel>. Select
- a type from the descriptions in <xref linkend="acct-types" />.
+ a type from the descriptions in <ulink url="&url-docs-C;guide/accts-types1.html">&app;
+ Accounts</ulink>.
</para>
<para>The next pane contains an account tree to choose a <guilabel>Parent Account</guilabel>. To create a
diff --git a/C/manual/ch_Customize.docbook b/C/manual/ch_Customize.docbook
index 2314919e..7e61c0f6 100755
--- a/C/manual/ch_Customize.docbook
+++ b/C/manual/ch_Customize.docbook
@@ -229,14 +229,16 @@ Translators:
<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.
+ <ulink url="&url-docs-C;guide/accts-types1.html">&app; Accounts</ulink> 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.
+ <ulink url="&url-docs-C;guide/accts-types1.html">&app; Accounts</ulink> for more
+ information on these account types.
</para>
</listitem>
Summary of changes:
C/manual/ch_Account-Actions.docbook | 306 +-----------------------------------
C/manual/ch_Customize.docbook | 6 +-
2 files changed, 10 insertions(+), 302 deletions(-)
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