Tips on data input
jcard21 xxxxxxx
jcard21+gnucash at gmail.com
Fri Dec 7 06:19:00 EST 2012
On Fri, Dec 7, 2012 at 1:28 AM, Chris Henderson <henders254 at gmail.com> wrote:
...snip...
(Note: I use Windows Vista and Firefox.)
Chris,
1. Request a paper receipt every time you buy/spend. If your are
making an online purchase, save the html "receipt" to your computer in
*.mht format.
2a. Enter all your transactions for that day into gnuCash DAILY ...
set aside the time! It shouldn't take you more than 1 minute per the
average transaction.
2b. As necessary, split your transactions into appropriate expense accounts.
3. I NEVER download transactions from my bank or credit card accounts.
I only download the bank/credit card statements (pdf) once a month,
and I use the gnuCash reconcile process by checking the appropriate
transaction boxes. Reconciling takes me about 1-2 minutes per account.
Before closing gnuCash ...
4. Keep the Transaction Report and the Expense Accounts Pie Chart open
in gnuCash tabs, so you don't have to re-select the options you want.
5. Reload the Transaction Report and export to an HMTL file. This
allows you to quickly view your spending in a browser (faster) without
starting up gnuCash (slower).
6. Reload the Expense Accounts Pie Chart. Take a screen print; save it
to a jpg file (I use irfanview). You can quickly view your pie chart
in your browser without starting up gnuCash.
I hope this helps you.
--
jcard21
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