[GNC-dev] New Account Hierarchy Setup Assistant Questions

Geert Janssens geert.gnucash at kobaltwit.be
Thu Sep 13 03:30:49 EDT 2018


Op donderdag 13 september 2018 01:03:49 CEST schreef John Ralls:
> That said, I think the only immutable parameter in setting up a new book is
> the root account currency, and that can be derived from the locale. How
> about renaming the NAHSA the "Advanced New Book Assistant" with its own
> menu item and have File>New just create a bare “Common Accounts” book for
> the current locale? We could pop up a dialog for opening balances on each
> of the bank accounts, cash-in-wallet, and the credit card.
> 
My previous reply was incomplete.

I meant to add that aside from the currency assumption I like this train of 
thought the best.

The current NAHSA is probably trying to do too much as David rightfully points 
out. So if we reduce it to an absolute minimum set up to get started quickly 
that would improve the new user experience.

To cater for more advanced uses we can make supplementary assistants for 
different targets. One would be "setting up for business use", which then 
would allow to add additional accounts typically used in business context, 
guidance for setting up a first tax table, billing term and optionally number 
formats.

Another could be for multi-currency accounting, which the would go in more 
detail on whether or not to set trading accounts and possibly other multi-
currency related accounts.

Perhaps we may find other use cases that would benefit from a setup assistant.

Regards,

Geert




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