New User to GnuCash

Jack Slater theilliniguy at gmail.com
Wed Dec 20 13:07:19 EST 2017


Bingo - Thx David!

On Wed, Dec 20, 2017 at 11:41 AM, David Carlson <david.carlson.417 at gmail.com
> wrote:

> Jack
>
> Look under Edit>Preferences>Register>Register Defaults>Register Opens in
> a New Window..  I tink that box should be unchecked by default, but it may
> have changed.  I think that setting goes with the data file, so it may be
> different in different files.
>
> David C
>
> On Wed, Dec 20, 2017 at 11:25 AM, Jack Slater <theilliniguy at gmail.com>
> wrote:
>
>> Derek - Thx for this detailed suggestion. The light bulb is going on now
>> and cleaning up the "view" helps a lot!
>>
>> I have another question.
>>
>> When I have opened 3 sub-account windows - they are all "pinned" in the
>> same window pane as the main Accounts window pane - a tabbed approach. But
>> from that point, any other sub accounts that I double click to open - will
>> open in an individual/separate/apart window instead of adding to the
>> tabbed
>> view with the others. Hope this makes sense!  Would there be a limit on
>> tabbed accounts you can open?
>>
>> On Fri, Dec 15, 2017 at 9:46 AM, Derek Atkins <warlord at mit.edu> wrote:
>>
>> > Hi Jack,
>> >
>> > Jack Slater <theilliniguy at gmail.com> writes:
>> >
>> > > I think I'm getting that understanding a little bit. Thanks!
>> > >
>> > > Debit Checking Account - Credit Rent - paying a bill and knowing why
>> > (even
>> > > though in my Quicken mind the Rent account is just a category)
>> > >
>> > > I found a Transfer transaction on the tool bar that accommodates the
>> type
>> > > of transfer I am used to, i.e.:
>> > >
>> > > Debit Checking Account - Credit Visa Account - paying a bill
>> > >
>> > > In a perfect world, I'd sure like to use GC the same way.  Maybe with
>> all
>> > > the help and usage I'll get there.
>> >
>> > You can easily restructure your account hierarchy by editing your
>> > accounts and reassigning them to new parent accounts.  For example, if
>> > you look at the default account structure that you could create via File
>> > -> New File and creating a set of empty accounts, it will look something
>> > like:
>> >
>> > Assets/
>> >    Current Assets/
>> >       Bank/
>> >          Checking
>> >          Savings
>> >       Cash
>> >    Fixed Assets/
>> >       Car
>> >       House
>> > Liabilities/
>> >    Credit Card
>> >    Mortgage
>> > Equity/
>> >    Opening Balances
>> > Income/
>> >    Salary
>> > Expenses/
>> >    Groceries
>> >    Rent
>> >    Utilities/
>> >       Electricity
>> >       Gas
>> >       Internet
>> >       Phone
>> >
>> > Most likely all your Income/Expense accounts got flattened because
>> > Quicken generally doesn't create a hierarchy like this.  But GnuCash
>> > can.
>> >
>> > All you need to do is select an account in the CoA, click on Edit, and
>> > then you can reassign to a new parent.  Note that the parent must
>> > already exist.  So if you create a top-level Expenses account, then you
>> > can assign Groceries and Rent to that.  Similarly, if you create
>> > Expenses:Utilities then you can put the other accounts under that.
>> >
>> > This will help clean up your accounts.
>> >
>> > There is another option: You can start over.  Run the File -> New File,
>> > create an empty set of accounts, and then, during the QIF Import from
>> > Quicken, assign each of the QIF Accounts and Categories to the correct
>> > GnuCash Account.  This will properly populate the hierarchy as you
>> > desire.
>> >
>> > Hope this helps!
>> >
>> > -derek
>> >
>> > > On Thu, Dec 14, 2017 at 2:38 PM, Mike or Penny Novack <
>> > > stepbystepfarm at dialup4less.com> wrote:
>> > >
>> > >> On 12/14/2017 2:10 PM, Jack Slater wrote:
>> > >>
>> > >>> I think I get what your saying and at this point (a) I have no clue
>> > how to
>> > >>> manage/edit/adjust what I have to that type of structure nor (b) do
>> I
>> > know
>> > >>> enough yet to feel confident in making any changes! LOL..
>> > >>>
>> > >>> I'm reconciling my November statement as we "speak" and had to add a
>> > few
>> > >>> account transfer entries - that in Quicken would credit 1 account
>> and
>> > >>> automatically debit the transfer account. I have non idea how/if I
>> can
>> > do
>> > >>> that in GC!?
>> > >>>
>> > >>> Any pointers/help is gladly and thankfully accepted!
>> > >>>
>> > >>> On Thu, Dec 14, 2017 at 12:53 PM, Fross, Michael <michael at fross.org
>> >
>> > >>> wrote:
>> > >>>
>> > >>
>> > >> When you are entering transactions (of any sort) in gnucash or any
>> other
>> > >> double entry package you are always debiting one account (or
>> accounts)
>> > and
>> > >> crediting one account (or accounts). Whether the second account is
>> being
>> > >> debited or credited will depend on what you are doing in the first
>> > account
>> > >> (the one you are entering the transactions from). THAT is automatic
>> > using
>> > >> gnucash.
>> > >>
>> > >> << the plurals above refer to split transactions which you will learn
>> > >> about later >>
>> > >>
>> > >> Michael
>> > >> _______________________________________________
>> > >> gnucash-user mailing list
>> > >> gnucash-user at gnucash.org
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>> > >>
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>> > >
>> > >
>> >
>> > --
>> >        Derek Atkins, SB '93 MIT EE, SM '95 MIT Media Laboratory
>> >        Member, MIT Student Information Processing Board  (SIPB)
>> >        URL: http://web.mit.edu/warlord/    PP-ASEL-IA     N1NWH
>> >        warlord at MIT.EDU                        PGP key available
>> >
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>
>


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