[GNC] Using GnuCash Wiki: Add Stock Page: Screenshots Added
Geoff
cleanoutmyshed at gmail.com
Tue Oct 11 19:17:07 EDT 2022
Thank you for sharing your expertise David.
As you have done all the work, you deserve the credit. I have reverted
all of my changes. John has granted you upload privileges, so now it's
over to you.
John - I don't have delete privileges, so would you mind deleting these
two files when you have a chance:-
https://wiki.gnucash.org/wiki/File:Gnc_jb1_Add_Security.jpg
https://wiki.gnucash.org/wiki/File:Gnc_jb2_Link_Account_to_Security.jpg
Thanks
Geoff
=====
On 12/10/2022 1:52 am, David T. wrote:
> 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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