[GNC] Using GnuCash Wiki: Add Stock Page: Screenshots Added

David T. sunfish62 at yahoo.com
Tue Oct 11 10:52:33 EDT 2022


Here are a few images for the page. I don't have upload capability. I am 
also including the presentation text/embedded images as I would write them.


    Adding a Security to GnuCash

We will take the stock Amazon (AMZN) as an example.

  * Go to Tools->Security Editor

[SecurityEditor.png]

  * In the Securities page, click "Add"

[SecurityAdd.png]

  * Put "Amazon.com, Inc." in the "Full Name" field
  * Put "AMZN" in the "Symbol/Abbreviation" and (optionally) the
    "Display symbol" fields.
  * Enter a category in the Type field. We'll use "NASDAQ".

[NewSecurity.png]

  * Optionally, if you want to get online prices, complete the following
    fields:-
      o Check "Get Online Quotes"
      o Select a preference for "Type of quote source"
        (Single|Multiple|Unknown)
      o Choose the preferredFinance Quote
        <https://wiki.gnucash.org/wiki/index.php?title=Stocks/add_stock&diff=next&oldid=21277#Online_Quotes>source
        (e.g., "Yahoo as JSON") from the dropdown list

[OnlineQuote.png]

Once saved, this security can now be used to create an account to track 
your holdings.


> Stay tuned.
>
> Geoff
> =====
>
> On 11/10/2022 10:02 pm, David T. wrote:
>> GnuCash is a multilingual application that is translated into a bunch 
>> of languages. None of that can happen with your screen shots. You 
>> simply *must* remove the text embedded in images, so that users in 
>> other languages can translate the wiki into their language of choice.
>>
>> Not to mention users with low visual acuity, who use readers of text 
>> to listen to what is written.
>>
>> You're leaving all these users out of your approach.
>>
>> David T.
>> On Oct 11, 2022, at 1:16 PM, Geoff <cleanoutmyshed at gmail.com 
>> <mailto:cleanoutmyshed at gmail.com>> wrote:
>>
>>     Well, I'm not so sure about this one.  I think it depends upon an
>>     individual's learning style**.  Some people love to devour text, 
>> others
>>     delight in visuals.
>>
>>     My personal preference, as I said in a previous reply, is to try and
>>     show the entire workflow from left to right.  Granted the pink 
>> text is a
>>     bit loud, and could be toned down as "captions".
>>
>>     Coincidentally, they are the only text you can actually read unaided
>>     when viewing on a phone.
>>
>>     I'll keep this in mind for the next one.
>>
>>     Thanks once again.
>>
>>     Regards
>>
>>     Geoff
>>     =====
>>     ** Yes I know that not everyone agrees with this theory, but it 
>> works
>>     for me:-
>> https://www.google.com.au/search?q=learning+styles+debunked 
>> <https://www.google.com.au/search?q=learning+styles+debunked>
>>
>>     On 11/10/2022 6:59 pm, David T. wrote:
>>
>>         Further comment on your screenshots: it is infinitely better 
>> to put
>>         instructional text as actual text in the wiki page, rather than
>>         embedding in the screenshot itself. I'd ask you to edit those
>>         screenshots to remove the text. The circling is IMHO okay; the
>>         text, not.
>>
>>         So,
>>
>>         Click New Account
>>
>>         [Image of main window with New button circled)]
>>
>>
>>         Put "Amazon.com <http://Amazon.com> <http://Amazon.com
>> <http://Amazon.com>>, Inc." (or whatever description you
>>         wish) into the "Account name" field
>>
>>         Choose "Stock" as Account type
>>
>>         [Image of New account window with circles)]
>>
>>
>>         Click on the "Select" button for the "Security/Currency" field
>>
>>         Choose "NASDAQ" as type and "(AMZN) Amazon" as security
>>
>>         Set Parent Account to an account in the Assets branch of your 
>> chart
>>
>>         Click "Ok"
>>
>>
>>
>>         David T.
>>         On Oct 11, 2022, at 10:37 AM, "David T. via gnucash-user"
>>         <gnucash-user at gnucash.org <mailto:gnucash-user at gnucash.org>> 
>> wrote:
>>
>>         Geoff,
>>
>>         As it's a wiki, you just go for it.
>>
>>         I was going to do just that, because your image width causes the
>>         browser page to shrink everything else on screen, making it
>>         incredibly hard for old eyes to read the (now miniscule) text.
>>
>>         But, you've aggregated all the steps into one wide image. If I
>>         were going to enter this, I'd have separate screen shots of each
>>         dialog, and I'd put them next to the steps they illustrate. That
>>         way, there's less opportunity for confusion, and the page will
>>         display better.
>>
>>         I'm also wondering why this clear information isn't in the Help
>>         (or if it is, where it is)...
>>
>>         ⁣David T. ​
>>
>>         On Oct 11, 2022, 8:07 AM, at 8:07 AM, Geoff
>> <cleanoutmyshed at gmail.com> wrote:
>>
>>         Folks
>>
>>         Thanks to assistance from John & David C, and inspiration from
>>         James
>>         Baxter, I have revised and updated the "Add Stock" page on the
>>         "Using
>>         GnuCash" Wiki to include some screenshots to make the process
>>         clearer
>>         for new and unfamiliar users.
>>
>> https://wiki.gnucash.org/wiki/Stocks/add_stock
>> <https://wiki.gnucash.org/wiki/Stocks/add_stock>
>>         <https://wiki.gnucash.org/wiki/Stocks/add_stock
>> <https://wiki.gnucash.org/wiki/Stocks/add_stock>>
>>
>> https://wiki.gnucash.org/wiki/Using_GnuCash
>> <https://wiki.gnucash.org/wiki/Using_GnuCash>
>>         <https://wiki.gnucash.org/wiki/Using_GnuCash
>> <https://wiki.gnucash.org/wiki/Using_GnuCash>>
>>
>>         This is my first Wiki update - is there a peer review process,
>>         or do we
>>
>>         just go for it?
>>
>>         :--))
>>
>>         Thanks
>>
>>         Geoff
>>         =====
>>
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>>
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