Email Isn't as Sexy as It Used to Be, But It Isn't Dead Either
What it isn't What it is How to use it Importing from Created by John R. Carter, Sr. - April 2010.
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Transcript of What it isn't What it is How to use it Importing from Created by John R. Carter, Sr. - April 2010.
What it isn'tWhat it isHow to use itImporting from
Created by John R. Carter, Sr. - April 2010
WHAT IT ISN'T
GnuCash is not simplebecause it has extensive featuresGnuCash is not difficultbecause it is easy to useGnuCash is not expensivebecause it is FREE (and open source)GnuCash is never outdatedWith updates several times a yearGnuCash is not OS restrictedbecause it runs on ALL operating systems
Screen Shots
MULTIPLE
WHAT IT IS
A Personal Finance Program
A Small Business Finance Program
PERSONAL FINANCES
ASSETS FixedComputersHomesAutosReal EstateHobbiesJewelry
PERSONAL FINANCES
ASSETS FixedCurrentCashChecking/Savings
PERSONAL FINANCES
ASSETS FixedCurrentInvestmentsBrokerageShares
PERSONAL FINANCES
ASSETSLIABILITIES
Credit cardsLoansOnline Accounts
PERSONAL FINANCES
ASSETSLIABILITIESEXPENSES
AutoHomeUtilitiesEntertainmentTravelGiftsHealthEducation
PERSONAL FINANCES
ASSETSLIABILITIESEXPENSESINCOME
SelfSpouseBusiness
PERSONAL FINANCES
BudgetFileNewBudget
BUSINESS FINANCES
ASSETS CurrentCashReceivablesSuppliesWork in Progress
BUSINESS FINANCES
ASSETS CurrentFixedEquipmentFurnitureVehicles
BUSINESS FINANCES
ASSETS CurrentFixedInvestments
BUSINESS FINANCES
ASSETSLIABILITIES
PayablesWagesAccrued ExpensesSales TaxHealth InsuranceIncome TaxEmployee BenefitsNotesEquipmentBank Loans
USING GNUCASH
Menu Bar and ToolsAccounts
USING GNUCASH
Menu Bar and ToolsRegisters – CASH
USING GNUCASH
Menu Bar and ToolsRegisters – CHECKING
USING GNUCASH
Menu Bar and ToolsRegisters – CREDIT CARD
USING GNUCASH
Menu Bar and ToolsRegisters – BROKERAGE CASH
USING GNUCASH
Menu Bar and ToolsRegisters – BROKERAGE STOCK
USING GNUCASH
Change Register View
USING GNUCASH
Change Register View
USING GNUCASH
Change Register View
USING GNUCASH
Transfer Funds
USING GNUCASH
Enter Transactions
USING GNUCASH
Multiple Split
USING GNUCASH
Edit Transaction
USING GNUCASH
Delete Transaction Remove Split Copy Transaction
USING GNUCASH
Move Transaction
USING GNUCASH
Jump To Account
USING GNUCASH
Scheduling Transactions
USING GNUCASH
Edit Scheduled Transactions
USING GNUCASH
Printing Checks
CHECK WRITING
Print ChecksQuicken/Quickbooks (US Letter) – defaultDeluxe Personal (US Letter)Liberty Personal (US Letter)Quicken Wallet w/ side stubCheck PositionTop, middle, bottom, customDate FormatsDefault Set in Preferences -> InternationalCustom Format
USING GNUCASH
A complete discussion for setting up OFX online direct connection to financial institutions is available at:
http://wiki.gnucash.org/wiki/Setting_up_OFXDirectConnect_in_GnuCash_2
Online Actions (?)
IMPORT OPTIONS
USING GNUCASH
General Ledger
(REVIEW) USING GNUCASH
Change Register ViewTransfer FundsEnter TransactionsMultiple Split TransactionsEdit TransactionDelete TransactionRemove SplitCopy Transaction
Move TransactionJump to AccountScheduling TransactionsEdit Scheduled TransactionsPrinting ChecksOnline Actions (?)General LedgerReports and Charts
REPORTS & CHARTS
General Assets and Liabilities Income and Expenses Business
REPORTS & CHARTS
REPORTS & CHARTS
Account Summary
REPORTS & CHARTS
Account SummaryAssets & Liabilities
REPORTS & CHARTS
Account SummaryAssets & LiabilitiesBusiness
REPORTS & CHARTS
Account SummaryAssets & LiabilitiesBusinessIncome & Expense
CHART OF ACCOUNTS
1000 – 1999 Asset Accounts2000 – 2999 Liability Accounts3000 – 3999 Equity Accounts4000 – 4999 Revenue Accounts5000 – 5999 Cost of Goods Sold6000 – 6999 Expense Accounts7000 – 7999 Other Revenue8000 – 8999 Other Expense
Preferences
to
Detailed (?) documentation by GnuCashhttp://www.gnucash.org/docs/v2.0/C/gnucash-help/first-time.html#import-qif
Detailed documentation by John Carterhttp://www.jrcarter.com/gnucash/Quicken2gnucash.pdf
Can be time consuming
Worth the effort
Import From Quicken
Confirm Accounts match in Quicken and GnuCash
In Quicken, use Export->Custom Select Transactions in all accounts for all
dates
Import From Quicken
In GnuCash, Select QIF File to Import Match Accounts
Import From Quicken
Import From Quicken
Matching Accounts
Create new GnuCash accounts as needed. Investment transactions may require special
treatment
How To Get It
Download GnuCash 2.2.9
Linux Source | Via distribution
Microsoft Windows XP/Vista/7
Mac OS X Intel | Power PC | Readme
More downloads (Source, Development,...)
Online HELP:
http://svn.gnucash.org/docs/guide/
http://www.gnucash.org/docs/v2.0/C/gnucash-help/help.html
http://wiki.gnucash.org/wiki/IRC