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	modified: February 28th 2005

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<chapter id="GUIMenus">
  <title>GUI &amp; Menus Overview</title>

  <sect1 id="windows">
    <title>GnuCash Windows and Menus</title>

    <para>The main GnuCash window displays the accounts, reports, menu
    selections and tools you may use to process your financial data. This
    section gives you an overview of the different windows and sections of
    windows that you will see in GnuCash.</para>

    <sect2 id="Main-window">
      <title>Main GnuCash Window</title>

      <para>Access to commonly used sub-windows and account tools is through
      this window.</para>

      <para>The contents and options within the various sub-menus of the
      various sections of the main GnuCash window will vary dependent on the
      active display window.</para>

      <para>When you start GnuCash, after a couple of windows (starting splash
      screen, and tip of the day) the main window will be displayed. This
      window is very similar to a typical browser, the top "row" displays the
      file that is open, the next row is the Menu bar, next is the Tool bar,
      then there is a row of "tabs" for the open reports, registers, or
      account trees, the next area is a major display space for the active
      display, near the bottom is a summary bar row and finally the bottom row
      is the status bar.</para>

      <para><xref linkend="TableWinBars"></xref> describes the components of
      the main GnuCash Window.</para>

      <table frame="topbot" id="TableWinBars">
        <title>Display Bars of the main GnuCash Window</title>

        <tgroup cols="2">
          <thead>
            <row>
              <entry><para>Component</para></entry>

              <entry><para>Description</para></entry>
            </row>
          </thead>

          <tbody>
            <row>
              <entry><para>Menu bar</para></entry>

              <entry><para>Contains the Menus used in the currently active
                Window</para></entry>
            </row>

            <row>
              <entry><para>Tool Bar</para></entry>

              <entry><para>Contains Icons or Text buttons used to access common
                tasks is the currently active window</para></entry>
            </row>

            <row>
              <entry><para>Tabs Bar</para></entry>

              <entry><para>Contains Tabs of the currently open Account Tree,
                Reports, Transaction Registers.</para></entry>
            </row>

            <row>
              <entry><para>Active Display Window</para></entry>

              <entry><para>Contains the display of the currently selected
                Tab</para></entry>
            </row>

            <row>
              <entry><para>Summary Bar</para></entry>

              <entry><para>Contains Summary of Financial Data</para></entry>
            </row>

            <row>
              <entry><para>Status Bar</para></entry>

              <entry><para>Contains a short description of Menu items and a
                progress bar</para></entry>
            </row>
          </tbody>
        </tgroup>
      </table>

      <para>The "Accounts" tab labels a display that provides an overview of
      all your accounts and a summary of their balances. It groups the
      accounts into types based on standard accounting practice.</para>

      <para>To open an additional Account Tree go to <guilabel>File -&gt;
      New Accounts Page </guilabel>. This will open the account tree in the existing
      window.</para>

      <para>To open a new window with an Account Tree go to <guilabel>Windows
      -&gt; New Window with Page</guilabel>.</para>
    </sect2>

</sect1>

<sect1>
   <title>Account Tree</title>
    <para>To simplify navigation the following are the topics covered in this section;
     <xref linkend="AccTree-menus"></xref>,
     <xref linkend="AccTree-toolbar"></xref>,
     <xref linkend="AccTree-main-bar"></xref>.
    </para>

     <figure>
      <title>An "Account Tree" Window.</title>
      <screenshot id="AccTree_Screen">
        <mediaobject>
          <imageobject>
            <imagedata fileref="figures/AccountTree_Screen.png" format="PNG"
                       srccredit="Dave Herman" ></imagedata>
          </imageobject>

          <textobject>
            <phrase>Account Tree screen</phrase>
          </textobject>
          <caption><para>This is an screen image of the "Accounts" tab after
          creating a new file and "select all" of the accounts. </para></caption>
        </mediaobject>
       </screenshot>
      </figure>

    <sect2 id="AccTree-menus">
      <title>Account Tree - Menus</title>

      <para>The Menu bar for the Accounts Tree window contains the following
      options;

      <itemizedlist>
        <listitem>
          <para><emphasis role="bold">File</emphasis> - <xref
	  linkend="AccTree-file-menu"></xref></para>
        </listitem>

        <listitem>
          <para><emphasis role="bold">Edit</emphasis> - <xref
          linkend="AccTree-edit-menu"></xref></para>
        </listitem>

        <listitem>
          <para><emphasis role="bold">View</emphasis> - <xref
          linkend="AccTree-view-menu"></xref></para>
        </listitem>

        <listitem>
          <para><emphasis role="bold">Action</emphasis> - <xref
          linkend="AccTree-actions-menu"></xref></para>
        </listitem>

        <listitem>
          <para><emphasis role="bold">Business</emphasis> - <xref
          linkend="AccTree-business-menu"></xref></para>
        </listitem>

        <listitem>
          <para><emphasis role="bold">Reports</emphasis> - <xref
          linkend="AccTree-reports-menu"></xref></para>
        </listitem>

        <listitem>
          <para><emphasis role="bold">Tools</emphasis> - <xref
          linkend="AccTree-tools-menu"></xref></para>
        </listitem>

        <listitem>
          <para><emphasis role="bold">Windows</emphasis> - <xref
          linkend="AccTree-windows-menu"></xref></para>
        </listitem>

        <listitem>
          <para><emphasis role="bold">Help</emphasis> - <xref
          linkend="AccTree-help-menu"></xref></para>
        </listitem>

      </itemizedlist>
      </para>


      <sect3 id="AccTree-file-menu">
        <title>Account Tree - File Menu</title>

        <para>The following table describes the options in the File Menu.</para>

        <para>Clicking on the File option of the Menu bar will "pull down" a menu of options
         described in the File Menu table.</para>

        <table frame="topbot" >
          <title>Access to file and account operations and printing.</title>

          <tgroup align="left" cols="3">
            <colspec colname="c1" ></colspec>
            <colspec colname="c2" ></colspec>
            <colspec colname="c3" ></colspec>

            <thead>
              <row>
                <entry><para>Menu Item</para></entry>

                <entry align="center" nameend="c3"
                namest="c2">Description</entry>
              </row>
            </thead>

            <tbody>
              <row>
                <entry><para>New -&gt;</para></entry>

                <entry align="center" nameend="c3" namest="c2">
                  <para>Selects the New Account, Budget and file options sub-menu
                  </para></entry>
              </row>

              <row>
                <entry namest="c2">New File</entry>

                <entry namest="c3">
                  <para>Creates a new data file (Starts with new Accounts and data.)
                  </para></entry>
              </row>

              <row>
                <entry namest="c2">New Accounts Page</entry>

                <entry namest="c3">
                  <para>Creates an copy of the Account tree</para></entry>
              </row>

              <row>
                <entry namest="c2">New Budget</entry>

                <entry namest="c3">
                  <para>Starts the Creates a New budget druid.</para></entry>
              </row>

              <row>
                <entry namest="c2">New Account...</entry>

                <entry namest="c3">
                  <para>Creates a New Account and opens the account properties.</para></entry>
              </row>

              <row>
                <entry namest="c2">New Account Hierarchy ...</entry>

                <entry namest="c3">
                  <para>Starts the Creates a New Account Hierarchy sequence.</para></entry>
              </row>

              <row>
                <entry><para>Open -&gt;</para></entry>

                <entry align="center" nameend="c3" namest="c2">
                  <para>Selects the Open sub-menu options described below</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Open ...</para></entry>

                <entry namest="c3">
                  <para>Starts the "Open another data file" process.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Open Budget</para></entry>

                <entry namest="c3">
                  <para>Opens an existing budget.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Open Account</para></entry>

                <entry namest="c3">
                  <para>When an account is selected in the Account Tree opens
                  the register for that account. Menu Shortcut Ctrl-O</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Open Sub-Accounts</para></entry>

                <entry namest="c3">
                  <para>When an account is selected in the Account Tree opens
                  a General Ledger register for that account and all
                  sub-accounts</para></entry>
              </row>

              <row>
                <entry><para>Import -&gt;</para></entry>

                <entry align="center" nameend="c3" namest="c2">
                  <para>Opens the Import sub-menu to import files from other
                  financial programs.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Import QIF ...</para></entry>

                <entry namest="c3">
                  <para>Starts the QIF file Import process.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Import OFX/QFX ...</para></entry>

                <entry namest="c3">
                  <para>Starts the OFX/QFX file Import process.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Replay GnuCash .log file...</para></entry>

                <entry namest="c3">
                  <para>Starts the replaying of a GnuCash log file. Used for
                  data recovery from "crashes".</para></entry>
              </row>

              <row>
                <entry><para>Save (Ctrl-S)</para></entry>

                <entry nameend="c3" namest="c2">
                  <para>Saves the currently open file. Menu shortcut Ctrl-S</para></entry>
              </row>

              <row>
                <entry><para>Save As ... (Shift+Ctrl+S)</para></entry>

                <entry nameend="c3" namest="c2">
                  <para>Saves the currently opened file with a different name.
                  Menu shortcut Shift+Ctrl+S</para></entry>
              </row>

              <row>
                <entry><para>Export -&gt;</para></entry>

                <entry nameend="c3" namest="c2">
                  <para>Exports ...</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Export Accounts</para></entry>

                <entry namest="c3" >
                  <para>Exports your account hierarchy to a new file. Does not
                  export data.</para></entry>
              </row>

              <row>
                <entry><para>Properties (Alt+Return)</para></entry>

                <entry nameend="c3" namest="c2">
                  <para>Sets options for this GnuCash data file.</para></entry>
              </row>

              <row>
                <entry><para>Recently opened files</para></entry>

                <entry nameend="c3" namest="c2">
                  <para>Numbered list of most recently opened GnuCash data files.</para></entry>
              </row>

              <row>
                <entry><para>Quit (Ctrl+Q)</para></entry>

                <entry nameend="c3" namest="c2">
                  <para>Exits GnuCash. Menu shortcut Ctrl-Q</para></entry>
              </row>
            </tbody>
          </tgroup>
        </table>
      </sect3>

      <sect3 id="AccTree-edit-menu">
        <title>Account Tree - Edit Menu</title>

        <table frame="topbot" id="AccTree-EditMenu">
          <title>Account Tree - Edit Menu - Access to file and account editing
          operations and preferences.</title>

          <tgroup align="left" cols="2">
            <colspec colname="c1" ></colspec>
            <colspec colname="c2" ></colspec>
            <colspec colname="c3" ></colspec>

            <thead>
              <row>
                <entry><para>Menu Item</para></entry>

                <entry align="center" nameend="c3" namest="c2">
                  <para>Description</para></entry>
              </row>
            </thead>

            <tbody>
              <row>
                <entry><para>Edit Account Ctrl+E</para></entry>

                <entry nameend="c3" namest="c2">
                  <para>Modify name or characteristic of selected account.</para></entry>
              </row>

              <row>
                <entry><para>Delete Account ...</para></entry>

                <entry nameend="c3" namest="c2">
                  <para>Remove an account.</para></entry>
              </row>

              <row>
                <entry><para>Renumber Sub-account ...</para></entry>

                <entry nameend="c3" namest="c2">
                 <para>Starts the Renumber Account druid. See 
                  <xref linkend="chart-renumber"></xref>.</para></entry>
              </row>

              <row>
                <entry><para>Find ... Ctrl+F</para></entry>

                <entry nameend="c3" namest="c2">
                  <para>Set criteria for a search for a specific transaction.
                  See <xref linkend="tool-find"></xref> for specifics on
                  searches.</para></entry>
              </row>

              <row>
                <entry><para>Preferences</para></entry>

                <entry nameend="c3" namest="c2">
                  <para>Customize GnuCash for location, style, and numerous other preferences.
                   See <xref linkend="set-prefs"></xref>.</para></entry>
              </row>

              <row>
                <entry><para>Style Sheets</para></entry>

                <entry nameend="c3" namest="c2">
                  <para>Modify/customize Style Sheets.  
		    See <xref linkend="change-style"></xref>.</para></entry>
              </row>

              <row>
                <entry><para>Tax Options</para></entry>

                <entry nameend="c3" namest="c2">
                  <para>Set tax characteristics on account(s) (US). Assign tax form and
                     line to account.</para></entry>
              </row>
            </tbody>
          </tgroup>
        </table>
      </sect3>

      <sect3 id="AccTree-view-menu">
        <title>Account Tree - View Menu</title>

        <table frame="topbot" id="AccTree-ViewMenu">
          <title>Account Tree - View Menu - Changes display window view.</title>

          <tgroup align="left" cols="2">
            <colspec colname="c1" ></colspec>
            <colspec colname="c2" ></colspec>

            <thead>
              <row>
                <entry><para>Menu Item</para></entry>

                <entry><para>Description</para></entry>
              </row>
            </thead>

            <tbody>
              <row>
                <entry><para>Toolbar</para></entry>

                <entry><para>Check-box to Enable/Disable display of Toolbar.</para></entry>
              </row>

              <row>
                <entry><para>Summary Bar</para></entry>

                <entry><para>Check-box to Enable/Disable display of Summary Bar.</para></entry>
              </row>

              <row>
                <entry><para>Status Bar</para></entry>

                <entry><para>Check-box to Enable/Disable display of Status Bar.</para></entry>
              </row>

              <row>
                <entry><para>Filter by ...</para></entry>

                <entry><para>Set filter for accounts displayed in the Account Tree
                  display.</para></entry>
              </row>

              <row>
                <entry><para>Refresh Ctrl+R</para></entry>

                <entry><para>Repaint the display screen.</para></entry>
              </row>
            </tbody>
          </tgroup>
        </table>
      </sect3>

      <sect3 id="AccTree-actions-menu">
        <title>Account Tree - Actions Menu</title>

        <table frame="topbot" id="AccTree-ActionsMenu">
          <title>Actions Menu - Setup scheduled transactions, repair accounts,
          perform stock splits, transfer and reconcile transactions.</title>

          <tgroup align="left" cols="3">
            <colspec colname="c1" ></colspec>
            <colspec colname="c2" ></colspec>
            <colspec colname="c3" ></colspec>

            <thead>
              <row>
                <entry><para>Menu Item</para></entry>

                <entry align="center" nameend="c3"
                namest="c2">Description</entry>
              </row>
            </thead>

            <tbody>
              <row>
                <entry><para>Scheduled Transactions -&gt;</para></entry>

                <entry align="center" nameend="c3" namest="c2">Scheduled
                Transactions sub-menus</entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Scheduled Transaction Editor</para></entry>

                <entry namest="c3">
                  <para>Invoke tool to edit scheduled transactions.
                   See <xref linkend="tool-sched"></xref></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Since Last Run...</para></entry>

                <entry namest="c3">
                  <para>Display Scheduled transactions since last running of
                  GnuCash</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Mortgage &amp; Loan Repayment Setup</para></entry>

                <entry namest="c3">
                  <para>Starts the Mortgage &amp; Loan Repayment druid for
                  setting up repayments.  <xref linkend="trans-sched-loans"></xref></para>
                </entry>
              </row>

              <row>
                <entry><para>Transfer...</para></entry>

                <entry nameend="c3" namest="c2">
                  <para>Starts the Transfer druid for transfer between accounts.</para></entry>
              </row>

              <row>
                <entry><para>Reconcile...</para></entry>

                <entry nameend="c3" namest="c2">
                  <para>Starts the Account Reconcile druid</para></entry>
              </row>

              <row>
                <entry><para>Stock Split...</para></entry>

                <entry nameend="c3" namest="c2">
                  <para>Starts the Stock Split druid. Additional details <xref
                  linkend="stock-split"></xref></para></entry>
              </row>

              <row>
                <entry><para>View Lots...</para></entry>

                <entry nameend="c3" namest="c2">
                  <para>Opens the "Lots in Account" form.
                    <!-- Additional details <xref linkend="view-lots"></xref> -->
                  </para></entry>
              </row>

              <row>
                <entry align="left">
                  <para>Check &amp; Repair -&gt;</para></entry>

                <entry align="center" nameend="c3" namest="c2">
                  <para>Check &amp; Repair Submenus</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Check &amp; Repair Account</para></entry>

                <entry namest="c3">
                  <para>Check for and repair unbalanced transactions and
                  orphan splits in this account.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Check &amp; Repair Sub-accounts</para></entry>

                <entry namest="c3">
                  <para>Check for and repair unbalanced transactions and
                  orphan splits in this account and its subaccounts.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Check &amp; Repair All</para></entry>

                <entry namest="c3">
                  <para>Check for and repair unbalanced transactions and
                  orphan splits in all accounts.</para></entry>
              </row>

              <row>
                <entry><para>Reset Warnings...</para></entry>

                <entry nameend="c3" namest="c2">
                  <para>GnuCash gives warnings when certain operations are attempted,
                   such as removing a transaction or removing the splits of a transaction.
                   The warning message gives you the option to not give you these warnings
                   when attempting the operation. Checkboxes labeled "Remember and don't ask
                   me again" and "Remember and don't ask me again this session" allow
                   disabling the warnings. This option resets the warning's to the default,
                   IE make all the warning's happen.
                  </para></entry>
              </row>

              <row>
                <entry><para>Rename Page</para></entry>

                <entry nameend="c3" namest="c2">
                  <para>Open the form to rename the current page/tab.</para></entry>
              </row>

            </tbody>
          </tgroup>
        </table>
      </sect3>

      <sect3 id="AccTree-business-menu">
        <title>Account Tree - Business Menu</title>

        <table frame="topbot" id="AccTree-BusinessMenu">
          <title>Business Menu - Access small business features of GnuCash.</title>

          <tgroup align="left" cols="3">
            <colspec colname="c1" ></colspec>
            <colspec colname="c2" ></colspec>
            <colspec colname="c3" ></colspec>

            <thead>
              <row>
                <entry><para>Menu Item</para></entry>

                <entry align="center" nameend="c3" namest="c2">
                  <para>Description</para></entry>
              </row>
            </thead>

            <tbody>
              <row>
                <entry><para>Customer -&gt;</para></entry>

                <entry align="center" nameend="c3" namest="c2">
                  <para>Select customer related activities.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>New Customer...</para></entry>

                <entry namest="c3">
                  <para>Start the form to create a new customer.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Find Customer...</para></entry>

                <entry namest="c3">
                  <para>Start the druid to search for a customer.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>New Invoice...</para></entry>

                <entry namest="c3">
                  <para>Start the form to create a new invoice.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Find Invoice...</para></entry>

                <entry namest="c3">
                  <para>Start the druid to search for a invoice.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>New Job...</para></entry>

                <entry namest="c3">
                  <para>Start the form to create a new job.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Find Job...</para></entry>

                <entry namest="c3">
                  <para>Start the druid to search for a job.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Process Payment...</para></entry>

                <entry namest="c3">
                  <para>Starts the Process Payment druid. Requires an account of type
                   "A/Payable" before running druid.</para></entry>
              </row>

              <row>
                <entry><para>Vendor -&gt;</para></entry>

                <entry align="center" nameend="c3" namest="c2">
                  <para>Select vendor related activities.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>New Vendor...</para></entry>

                <entry namest="c3">
                  <para>Start the form to create a new vendor.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Find Vendor...</para></entry>

                <entry namest="c3">
                  <para>Start the druid to search for a vendor.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>New Bill...</para></entry>

                <entry namest="c3">
                  <para>Start the form to create a new bill.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Find Bill...</para></entry>

                <entry namest="c3">
                  <para>Start the druid to search for a bill.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>New Job...</para></entry>

                <entry namest="c3">
                  <para>Start the form to create a new job.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Find Job...</para></entry>

                <entry namest="c3">
                  <para>Start the druid to search for a job.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Process Payment...</para></entry>

                <entry namest="c3">
                  <para>Starts the Process Payment druid. Requires an account of type
                   "A/Payable" before running druid.</para></entry>
              </row>

              <row>
                <entry><para>Employee -&gt;</para></entry>

                <entry align="center" nameend="c3" namest="c2">
                  <para>Select employee related activities.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>New Employee...</para></entry>

                <entry namest="c3">
                  <para>Start the form to create a new employee.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Find Employee...</para></entry>

                <entry namest="c3">
                  <para>Start the druid to search for a employee.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>New Expense Voucher...</para></entry>

                <entry namest="c3">
                  <para>Start the form to create a new expense voucher.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Find Expense Voucher...</para></entry>

                <entry namest="c3">
                  <para>Start the druid to search for a expense voucher.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Process Payment...</para></entry>

                <entry namest="c3">
                  <para>Starts the Process Payment druid. Requires an account of type
                   "A/Payable" before running druid.</para></entry>
              </row>

               <row>
                <entry><para>Tax Table Editor</para></entry>

                <entry namest="c2" nameend="c3">
                 <para>View and edit the list of tax tables.</para></entry>
              </row>

              <row>
                <entry><para>Billing Terms Editor</para></entry>

                <entry namest="c2" nameend="c3">
                 <para>View and edit the list of Billing Terms.</para></entry>
              </row>

              <row>
                <entry><para>Bills Due Reminder</para></entry>

                <entry namest="c2" nameend="c3">
                 <para>View and edit the list of Bills Due Reminder.</para></entry>
              </row>

              <row>
                <entry><para>Export  -&gt;</para></entry>

                <entry namest="c2" nameend="c3">
                  <para></para></entry>
              </row>
              <row>
                <entry namest="c2">
                  <para>QSF Invoice...</para></entry>

                <entry namest="c3">
                  <para>Export one or more Invoice(s) to QSF.</para></entry>
              </row>
              <row>
                <entry namest="c2">
                  <para>QSF Customer...</para></entry>

                <entry namest="c3">
                  <para>Export one or more Customer(s) to QSF.</para></entry>
              </row>
              <row>
                <entry namest="c2">
                  <para>QSF Vendor...</para></entry>

                <entry namest="c3">
                  <para>Export one or more Vendor(s) to QSF.</para></entry>
              </row>
              <row>
                <entry namest="c2">
                  <para>QSF Employee...</para></entry>

                <entry namest="c3">
                  <para>Export one or more Employee(s) to QSF.</para></entry>
              </row>
            </tbody>
          </tgroup>
        </table>
      </sect3>

      <sect3 id="AccTree-reports-menu">
        <title>Account Tree - Reports Menu</title>

        <para>This is only a brief listing of each of the available reports and
        graphs. Each report or graph may be customized by the
        <guilabel>Options</guilabel> Icon and the "Stylesheet" used.</para>

        <table frame="topbot" id="AccTree-ReportsMenu">
          <title>Reports Menu - Access GnuCash Reports and Charts.</title>

          <tgroup align="left" cols="3">
            <colspec colname="c1" ></colspec>
            <colspec colname="c2" ></colspec>
            <colspec colname="c3" ></colspec>

            <thead>
              <row>
                <entry><para>Menu Item</para></entry>

                <entry align="center" nameend="c3" namest="c2">
                  <para>Description</para></entry>
              </row>
            </thead>

            <tbody>
              <row>
                <entry namest="c1">
                  <para>Account Summary</para></entry>

                <entry nameend="c3" namest="c2">
                  <para>Report showing the balance of selected
                  accounts.</para></entry>
              </row>

              <row>
                <entry><para>Assets &amp; Liabilities -&gt;</para></entry>

                <entry align="center" nameend="c3" namest="c2">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Advanced Portfolio</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Asset Bar chart</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Asset Pie chart</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Average Balance</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Balance Sheet</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>General Journal</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>General Ledger</para></entry>

                <entry namest="c3">
                  <para>See <xref linkend="general-ledger"></xref></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Investment Portfolio</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Liability Bar chart</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Liability Pie chart</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Net Worth Bar chart</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Price Scatter plot</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry><para>Business Reports -&gt;</para></entry>

                <entry align="center" nameend="c3" namest="c2">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Customer Report</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Easy Invoice</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Employee Report</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Fancy Invoice</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Payable Aging</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Printable Invoice</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Receivable Aging</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Vendor Report</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry><para>Income &amp; Expense -&gt;</para></entry>

                <entry align="center" nameend="c3" namest="c2">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Budget Report</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Cash Flow</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Equity Statement</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Expense Bar chart</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Expense Pie chart</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Expense vs Day of Week</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Income Bar chart</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Income &amp; Expense Chart</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

             <row>
                <entry namest="c2">
                  <para>Income Pie chart</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Income Statement</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Income vs Day of Week</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Trial Balance</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c1">
                  <para>Sample &amp; Custom -&gt;</para></entry>

                <entry namest="c2" nameend="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Custom Multicolumn Report</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Sample Graphs</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Sample Report With Examples</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Welcome Sample Report</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c1">
                  <para>Tax Report &amp; TXF Export</para></entry>

                <entry namest="c2" nameend="c3">
                  <para>Create a Tax report (US) and/or export data for tax
                  preparation software. (TFX)</para></entry>
              </row>

              <row>
                <entry namest="c1">
                  <para>Transaction Report</para></entry>

                <entry namest="c2" nameend="c3">
                  <para></para></entry>
              </row>
            </tbody>
          </tgroup>
        </table>
      </sect3>

      <sect3 id="AccTree-tools-menu">
        <title>Account Tree - Tools Menu</title>

        <table frame="topbot" id="AccTree-ToolsMenu">
          <title>Tools Menu - Access to miscellaneous tools and
          editors</title>

          <tgroup cols="2">
            <thead>
              <row>
                <entry><para>Menu Item</para></entry>

                <entry><para>Description</para></entry>
              </row>
            </thead>

            <tbody>
              <row>
                <entry><para>Price Editor</para></entry>

                <entry><para>Tool to enter or modify Stock/Fund prices. Details at
                  <xref linkend="tool-price"></xref></para></entry>
              </row>

              <row>
                <entry><para>Security Editor</para></entry>

                <entry><para>Tool to enter or modify Stock or commodities. Details
                  at <xref linkend="tool-security-edit"></xref></para></entry>
              </row>

              <row>
                <entry><para>Financial Calculator</para></entry>

                <entry><para>Details at <xref linkend="tool-calc"></xref></para></entry>
              </row>

              <row>
                <entry><para>General Ledger</para></entry>

                <entry><para>See <xref linkend="general-ledger"></xref></para></entry>
              </row>
            </tbody>
          </tgroup>
        </table>
      </sect3>

      <sect3 id="AccTree-windows-menu">
        <title>Account Tree - Windows Menu</title>

        <table frame="topbot" id="AccTree-WindowsMenu">
          <title>Account Tree - Windows Menu</title>

          <tgroup cols="2">
            <thead>
              <row>
                <entry><para>Menu Item</para></entry>

                <entry><para>Description</para></entry>
              </row>
            </thead>

            <tbody>
              <row>
                <entry><para>New Window</para></entry>

                <entry><para>Opens a new GnuCash window, window is empty.</para></entry>
              </row>

              <row>
                <entry><para>New Window with Page</para></entry>

                <entry><para>Opens the current tab in a new window, moves the tab to the new
                   window.</para></entry>
              </row>

              <row>
                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>
            </tbody>
          </tgroup>
        </table>
      </sect3>

      <sect3 id="AccTree-help-menu">
        <title>Help Menu</title>

        <table frame="topbot" id="AccTree-HelpMenu">
          <title>Account Tree - Help Menu - Access to this help and the Tutorial
          and Concepts Guide.</title>

          <tgroup cols="2">
            <thead>
              <row>
                <entry><para>Menu Item</para></entry>

                <entry><para>Description</para></entry>
              </row>
            </thead>

            <tbody>
              <row>
                <entry><para>Tutorial &amp; Concepts Guide</para></entry>

                <entry><para>Detailed document "How to" in GnuCash</para></entry>
              </row>

              <row>
                <entry><para>Tips Of The Day</para></entry>

                <entry><para>Display Tip of Day.</para></entry>
              </row>

              <row>
                <entry><para>Contents</para></entry>

                <entry><para>Display this Help file</para></entry>
              </row>

              <row>
                <entry><para>About</para></entry>

                <entry><para>Display version, License and Credits</para></entry>
              </row>
            </tbody>
          </tgroup>
        </table>

        <para></para>
      </sect3>
    </sect2>

    <sect2 id="AccTree-toolbar">
      <title>Account Tree - Tool Bar Icons/Buttons</title>

      <para></para>

      <para>The GnuCash main Window has a number of Icons/Buttons in tool bar
      to quickly access some common functions used with the specific active
      tab. The Tool Bar can be hidden or shown by selecting the Toolbar item
      on the View menu. The specific options displayed in the tool bar varies
      by the functions available to the "active tab".</para>

      <para>A brief description of the function of an icon is displayed when
      the mouse pointer is placed over the icon for a couple of
      seconds.</para>

      <table frame="topbot" id="AccTree-ToolBarIcons">
        <title>Account Tree - Window Tool Bar</title>

        <tgroup cols="2">
          <thead>
            <row>
              <entry><para>Tool Bar Icons</para></entry>

              <entry><para>Description</para></entry>
            </row>
          </thead>

          <tbody>
            <row>
              <entry><para>Save</para></entry>

              <entry><para>Perform a save on the data file, commit all transactions
                to the data file.</para></entry>
            </row>

            <row>
              <entry><para>Close</para></entry>

              <entry><para>This icon is not available for the first Accounts tab,
                it is available for additional Account Tree displays.</para></entry>
            </row>

            <row>
              <entry><para>Open</para></entry>

              <entry><para>Open a transaction register of the selected
                account.</para></entry>
            </row>

            <row>
              <entry><para>Edit</para></entry>

              <entry><para>Edit the characteristics for the selected
                account.</para></entry>
            </row>

            <row>
              <entry><para>New</para></entry>

              <entry><para>Start the druid for creating a new account.</para></entry>
            </row>

            <row>
              <entry><para>Delete</para></entry>

              <entry><para>Remove the selected account.</para></entry>
            </row>
          </tbody>
        </tgroup>
      </table>
    </sect2>
     
    <sect2 id="Common-Tab-bar">
      <title>Tab Bar</title>

      <para>The Tab Bar displays "file/notebook folder" style tabs for open
      transaction registers, and reports.</para>
    </sect2>
     

    <sect2 id="AccTree-main-bar">
      <title>Account Tree - Display</title>

      <para>The Account Tree displays the list of your accounts in
      hierarchical format. This enables you to organize your accounts by
      account type.</para>

      <para>The triangle shape beside the account name is used to open and
      close the account tree. When you click on the triangle, it changes from
      right pointing into a down pointing sign to indicate that the tree is
      opened. You will then see offset below the account name either a list of
      the sub account(s) or another triangle to the left of an account. This
      indicates another lower level of the account tree.</para>

      <para>The default display for the Account Tree Window is in Notebook
      mode. This is indicated by the tab in the Tab row of
      the main window. Other tabs will appear beside this one when you open
      reports, Account Registers or additional Account Trees.</para>
    </sect2>
     

    <sect2 id="Common-summary-bar">
      <title>Summary Bar</title>

        <para>The Summary Bar displays balances appropriate for the opened
        account type at a glance. Usually accounts display today's account
        balance, any balance for future dates, a balance for cleared items and
        a reconciled balance. Stock accounts, however, display shares totals
        and their value. The Summary Bar can be hidden or shown by selecting
        the Summary Bar item on the View menu.</para>
    </sect2>
     

    <sect2 id="Common-status-bar">
      <title>Status Bar</title>

      <para>The Status Bar displays tool-tips for the menus that give more
      explanation to a menu item. It also shows a progress bar when opening or
      saving a GnuCash data file or generating reports. The Status Bar can be
      hidden or shown by selecting the Status Bar item on the View
      menu.</para>
    </sect2>

</sect1>

<sect1>
   <title>Account Register/General Ledger</title>
    <para>To simplify navigation the following are the topics covered in this section;
     <xref linkend="Trans-menus"></xref>,
     <xref linkend="Trans-toolbar"></xref>,
     <xref linkend="Trans-display-main"></xref>.
    </para>

    <sect2 id="account-register">
      <title>Account Register &amp; General Ledger Window</title>

      <para>This window is used to enter and edit your account data. It also
      provides tools for scheduling future transactions, finding and reporting
      on transactions and printing checks.</para>

      <para>To open the Account Register Window for an account, select the
      account in the Account Tree then go to File -&gt; Open Account or press
      Ctrl-O. This will open a new window with the Account Register. Pressing
      the Open button on the Tool Bar in the Account Tree Window or the Jump
      button in the Account Register Window are alternate methods.</para>


      <figure>
       <title>An Account Register Window.</title>
       <screenshot id="AccountReg_Screen">
        <mediaobject>
          <imageobject>
            <imagedata fileref="figures/AccountReg_Screen.png" format="PNG"
                       srccredit="Dave Herman" ></imagedata>
          </imageobject>

          <textobject>
            <phrase>Account Register screen</phrase>
          </textobject>
          <caption><para>This is an screen image of the "Account Register" tab after
          several transactions in the account. </para></caption>
        </mediaobject>
       </screenshot>
      </figure>

        <sect3  id="general-ledger">
        <title>General Ledger</title>
        <para>The General Ledger is an advanced register used to enter
        transactions without needing to open individual accounts. The General
        Ledger shows the transaction entries for all accounts on one
        register.</para>

        <para>Entering transactions in the General Ledger is more complicated
        than entering them in the individual account registers. The advantage
        is the General Ledger provides a more comprehensive view of the
        transactions you have entered in all your accounts.</para>

        <para>The General Ledger defaults to showing only the previous month
        of transactions. This is changeable by using the Date Range on the
        View menu.</para>
        </sect3>
      </sect2>

      <sect2 id="Trans-menus">
        <title>Account Register Menus</title>

        <para>The Menu bar for the Transaction Register window contains the
        following options;</para>

        <itemizedlist>
          <listitem>
            <para><emphasis role="bold">File</emphasis> - <xref
            linkend="Trans-file-menu"></xref></para>
          </listitem>

          <listitem>
            <para><emphasis role="bold">Edit</emphasis> - <xref
            linkend="Trans-edit-menu"></xref></para>
          </listitem>

          <listitem>
            <para><emphasis role="bold">View</emphasis> - <xref
            linkend="Trans-view-menu"></xref></para>
          </listitem>

          <listitem>
            <para><emphasis role="bold">Transaction</emphasis> - <xref
            linkend="Trans-transaction-menu"></xref></para>
          </listitem>

          <listitem>
            <para><emphasis role="bold">Action</emphasis> - <xref
            linkend="Trans-actions-menu"></xref></para>
          </listitem>

          <listitem>
            <para><emphasis role="bold">Business</emphasis> - <xref
            linkend="Trans-business-menu"></xref></para>
          </listitem>

          <listitem>
            <para><emphasis role="bold">Reports</emphasis> - <xref
            linkend="Trans-reports-menu"></xref></para>
          </listitem>

          <listitem>
            <para><emphasis role="bold">Tools</emphasis> - <xref
            linkend="Trans-tools-menu"></xref></para>
          </listitem>

          <listitem>
            <para><emphasis role="bold">Windows</emphasis> - <xref
            linkend="Trans-windows-menu"></xref></para>
          </listitem>

          <listitem>
            <para><emphasis role="bold">Help</emphasis> - <xref
            linkend="Trans-help-menu"></xref></para>
          </listitem>
        </itemizedlist>

        <sect3 id="Trans-file-menu">
          <title>Account Register - File Menu</title>

          <para>The following table describes the options in the File
          Menu.</para>

          <para>Clicking on the File option of the Menu bar will "pull down" a
          menu of options described in the File Menu table.</para>

          <table frame="topbot" id="Trans-FileMenu">
            <title>File Menu - Access to file and account operations and
            printing.</title>

            <tgroup align="left" cols="3">
              <colspec colname="c1" ></colspec>
              <colspec colname="c2" ></colspec>
              <colspec colname="c3" ></colspec>

              <thead>
                <row>
                  <entry><para>Menu Item</para></entry>

                  <entry align="center" nameend="c3"
                  namest="c2">Description</entry>
                </row>
              </thead>

              <tbody>
                <row>
                  <entry><para>New -&gt;</para></entry>

                  <entry align="center" nameend="c3" namest="c2">
                    <para>Selects the New Account, Budget and file options
                    sub-menu</para>
                  </entry>
                </row>

                <row>
                  <entry namest="c2">New File</entry>

                  <entry namest="c3">
                    <para>Creates a new data file (Starts with new Accounts
                    and data.)</para>
                  </entry>
                </row>

                <row>
                  <entry namest="c2">New Accounts Page</entry>

                  <entry namest="c3">
                    <para>Creates an copy of the Account tree</para>
                  </entry>
                </row>

                <row>
                  <entry namest="c2">New Budget</entry>

                  <entry namest="c3">
                    <para>Starts the Creates a New budget druid.</para>
                  </entry>
                </row>

                <row>
                  <entry><para>Open -&gt;</para></entry>

                  <entry align="center" nameend="c3" namest="c2">
                    <para>Selects the Open sub-menu options described
                    below</para>
                  </entry>
                </row>

                <row>
                  <entry namest="c2">
                    <para>Open ...</para>
                  </entry>

                  <entry namest="c3">
                    <para>Starts the "Open another data file" process.</para>
                  </entry>
                </row>

                <row>
                  <entry namest="c2">
                    <para>Open Budget</para>
                  </entry>

                  <entry namest="c3">
                    <para>Opens an existing budget.</para>
                  </entry>
                </row>

                <row>
                  <entry><para>Import -&gt;</para></entry>

                  <entry align="center" nameend="c3" namest="c2">
                    <para>Opens the Import sub-menu to import files from other
                    financial programs.</para>
                  </entry>
                </row>

                <row>
                  <entry namest="c2">
                    <para>Import QIF ...</para>
                  </entry>

                  <entry namest="c3">
                    <para>Starts the QIF file Import process.</para>
                  </entry>
                </row>

                <row>
                  <entry namest="c2">
                    <para>Import OFX/QFX ...</para>
                  </entry>

                  <entry namest="c3">
                    <para>Starts the OFX/QFX file Import process.</para>
                  </entry>
                </row>

                <row>
                  <entry namest="c2">
                    <para>Replay GnuCash .log file...</para>
                  </entry>

                  <entry namest="c3">
                    <para>Starts the replaying of a GnuCash log file. Used for
                    data recovery from "crashes".</para>
                  </entry>
                </row>

                <row>
                  <entry><para>Save (Ctrl-S)</para></entry>

                  <entry nameend="c3" namest="c2">
                    <para>Saves the currently open file. Menu shortcut
                    Ctrl-S</para>
                  </entry>
                </row>

                <row>
                  <entry><para>Save As ... (Shift+Ctrl+S)</para></entry>

                  <entry nameend="c3" namest="c2">
                    <para>Saves the currently opened file with a different
                    name. Menu shortcut Shift+Ctrl+S</para>
                  </entry>
                </row>

                <row>
                  <entry><para>Print Check ...</para></entry>

                  <entry nameend="c3" namest="c2">
                    <para>Starts the "Print Check" druid. 
			See <xref linkend="print-check"></xref></para>
                  </entry>
                </row>

              <row>
                <entry><para>Export -&gt;</para></entry>

                <entry nameend="c3" namest="c2">
                  <para>Exports ...</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Export Accounts</para></entry>

                <entry namest="c3" >
                  <para>Exports your account hierarchy to a new file. Does not
                  export data.</para></entry>
              </row>

                <row>
                  <entry><para>Properties (Alt+Return)</para></entry>

                  <entry nameend="c3" namest="c2">
                    <para>Sets options for this GnuCash data file.</para>
                  </entry>
                </row>

                <row>
                  <entry><para>Recently opened files</para></entry>

                  <entry nameend="c3" namest="c2">
                    <para>Numbered list of most recently opened GnuCash data
                    files.</para>
                  </entry>
                </row>

                <row>
                  <entry><para>Close</para></entry>

                  <entry nameend="c3" namest="c2">
                    <para>Closes the current open account tree, transaction register or report.
                    <emphasis>In the initial Account tree this item is not
                    available - it will be grayed out. </emphasis> Menu
                    shortcut Ctrl-W</para>
                  </entry>
                </row>

                <row>
                  <entry><para>Quit (Ctrl+Q)</para></entry>

                  <entry nameend="c3" namest="c2">
                    <para>Exits GnuCash. Menu shortcut Ctrl-Q</para>
                  </entry>
                </row>
              </tbody>
            </tgroup>
          </table>
        </sect3>

        <sect3 id="Trans-edit-menu">
          <title>Account Register - Edit Menu</title>

          <table frame="topbot" id="Trans-EditMenu">
            <title>Account Register - Edit Menu - Access to file and account
            editing operations and preferences.</title>

            <tgroup align="left" cols="2">
              <colspec colname="c1" ></colspec>
              <colspec colname="c2" ></colspec>
              <colspec colname="c3" ></colspec>

              <thead>
                <row>
                  <entry><para>Menu Item</para></entry>

                  <entry align="center" nameend="c3" namest="c2">
                    <para>Description</para>
                  </entry>
                </row>
              </thead>

              <tbody>
                <row>
                  <entry><para>Paste</para></entry>

                  <entry nameend="c3" namest="c2">
                    <para>Performs a standard Paste operation. Menu shortcut
                    Ctrl-V</para>
                  </entry>
                </row>

                <row>
                  <entry><para>Edit Account</para></entry>

                  <entry nameend="c3" namest="c2">
                    <para>Open form to edit/modify account characteristics and parameters.
                    </para>
                  </entry>
                </row>

                <row>
                  <entry><para>Find ... Ctrl+F</para></entry>

                  <entry nameend="c3" namest="c2">
                    <para>Set criteria for a search for a specific
                    transaction. See <xref linkend="tool-find"></xref> for
                    specifics on searches.</para>
                  </entry>
                </row>

                <row>
                  <entry><para>Preferences</para></entry>

                  <entry nameend="c3" namest="c2">
                    <para>Customize GnuCash for location, style, and numerous other preferences.
                   See <xref linkend="set-prefs"></xref>.</para>
                  </entry>
                </row>

                <row>
                  <entry><para>Style Sheets</para></entry>

                  <entry nameend="c3" namest="c2">
                    <para>Modify/customize Style Sheets.</para>
                  </entry>
                </row>

                <row>
                  <entry><para>Tax Options</para></entry>

                  <entry nameend="c3" namest="c2">
                    <para>Set tax characteristics on account(s) (US). Assign tax form and
                     line to account.</para>
                  </entry>
                </row>
              </tbody>
            </tgroup>
          </table>
        </sect3>

        <sect3 id="Trans-view-menu">
          <title>Account Register - View Menu</title>

          <table frame="topbot" id="Trans-ViewMenu">
            <title>Account Register - View Menu - Changes GnuCash display Window
             characteristics.
            </title>

            <tgroup align="left" cols="3">
              <colspec colname="c1" ></colspec>
              <colspec colname="c2" ></colspec>
              <colspec colname="c3" ></colspec>

              <thead>
                <row>
                  <entry><para>Menu Item</para></entry>

                  <entry namest="c2" nameend="c3">
                    <para>Description</para>
                  </entry>
                </row>
              </thead>

              <tbody>
                <row>
                  <entry><para>Toolbar</para></entry>

                  <entry namest="c2" nameend="c3">
                    <para>Check-box to Enable/Disable display of
                    Toolbar.</para>
                  </entry>
                </row>

                <row>
                  <entry><para>Summary Bar</para></entry>

                  <entry namest="c2" nameend="c3">
                    <para>Check-box to Enable/Disable display of Summary
                    Bar.</para>
                  </entry>
                </row>

                <row>
                  <entry><para>Status Bar</para></entry>

                  <entry namest="c2" nameend="c3">
                    <para>Check-box to Enable/Disable display of Status
                    Bar.</para>
                  </entry>
                </row>

            <row>
              <entry><para>Basic Ledger</para></entry>

              <entry namest="c2" nameend="c3">
                <para>Radio button to select register display mode.</para></entry>
            </row>

            <row>
              <entry><para>Auto-Split Ledger</para></entry>

              <entry namest="c2" nameend="c3">
                <para>Radio button to select register display mode.</para></entry>
            </row>

            <row>
              <entry><para>Transaction Journal</para></entry>

              <entry namest="c2" nameend="c3">
                <para>Radio button to select register display mode.</para></entry>
            </row>

            <row>
              <entry><para>Double Line</para></entry>

              <entry namest="c2" nameend="c3">
                <para>Check-box to Enable/Disable display of Double Line display.</para></entry>
            </row>

            <row>
              <entry><para>Sort by ...</para></entry>

              <entry namest="c2" nameend="c3">
                <para>Set the sort order of the transactions display. Requires "click" to
                 start options form.  Option form requires Cancel/OK to close.</para></entry>
            </row>

            <row>
              <entry namest="c2" >
                <para>Standard Order</para></entry>

              <entry namest="c3">
                <para>Keep normal account order</para></entry>
            </row>

            <row>
              <entry namest="c2" >
                <para>Date</para></entry>

              <entry namest="c3" >
                <para>Sort by date</para></entry>
            </row>

            <row>
              <entry namest="c2" >
                <para>Date of Entry.</para></entry>

              <entry namest="c3" >
                <para>Sort by date of entry.</para></entry>
            </row>

            <row>
              <entry namest="c2" >
                <para>Statement Date</para></entry>

              <entry namest="c3" >
                <para>Sort by the statement date (unreconciled items last).</para></entry>
            </row>

            <row>
              <entry namest="c2" >
                <para>Number</para></entry>

              <entry namest="c3" >
                <para>Sort by number.</para></entry>
            </row>

            <row>
              <entry namest="c2" >
                <para>Amount</para></entry>

              <entry namest="c3" >
                <para>Sort by amount.</para></entry>
            </row>

            <row>
              <entry namest="c2" >
                <para>Memo</para></entry>

              <entry namest="c3" >
                <para>Sort by memo.</para></entry>
            </row>

            <row>
              <entry namest="c2" >
                <para>Description</para></entry>

              <entry namest="c3" >
                <para>Sort by Description.</para></entry>
            </row>

            <row>
              <entry namest="c2" >
                <para>Action</para></entry>

              <entry namest="c3" >
                <para>Sort by action field</para></entry>
            </row>

            <row>
              <entry namest="c2" >
                <para>Notes</para></entry>

              <entry namest="c3" >
                <para>Sort by notes field</para></entry>
            </row>

                <row>
                  <entry><para>Filter by ...</para></entry>

                  <entry namest="c2" nameend="c3"><para>Set filter for accounts displayed
                   in the Account Tree display.</para></entry>
                </row>

                <row>
                  <entry><para>Refresh Ctrl+R</para></entry>

                  <entry namest="c2" nameend="c3"><para>Repaint the display screen.</para>
                  </entry>
                </row>
              </tbody>
            </tgroup>
          </table>
        </sect3>

        <sect3 id="Trans-transaction-menu">
          <title>Account Register - Transaction Menu</title>

          <table frame="topbot" id="Trans-TransactionMenu">
            <title>Transaction Menu - .</title>

            <tgroup align="left" cols="3">
              <colspec colname="c1" ></colspec>
              <colspec colname="c2" ></colspec>
              <colspec colname="c3" ></colspec>

              <thead>
                <row>
                  <entry><para>Menu Item</para></entry>

                  <entry align="center" nameend="c3"
                  namest="c2">Description</entry>
                </row>
              </thead>

              <tbody>
                <row>
                  <entry><para>Cut Transaction</para></entry>
                  <entry><para>Cut the selected transaction into the clipboard.</para></entry>
                </row>
                <row>
                  <entry><para>Copy Transaction</para></entry>
                  <entry><para>Copy the selected transaction into the clipboard.</para></entry>
                </row>
                <row>
                  <entry><para>Paste Transaction</para></entry>
                  <entry><para>Paste the selected transaction from the clipboard.</para></entry>
                </row>
                <row>
                  <entry><para>Duplicate Transaction</para></entry>
                  <entry><para></para></entry>
                </row>
                <row>
                  <entry><para>Delete Transaction</para></entry>
                  <entry><para>Delete the selected transaction.</para></entry>
                </row>
                <row>
                  <entry><para>Remove Transaction Splits</para></entry>
                  <entry><para></para></entry>
                </row>
                <row>
                  <entry><para>Enter Transaction</para></entry>
                  <entry><para></para></entry>
                </row>
                <row>
                  <entry><para>Cancel Transaction</para></entry>
                  <entry><para></para></entry>
                </row>
                <row>
                  <entry><para>Void Transaction</para></entry>
                  <entry><para></para></entry>
                </row>
                <row>
                  <entry><para>Add Reversing Account</para></entry>
                  <entry><para></para></entry>
                </row>
              </tbody>
            </tgroup>
          </table>
        </sect3>

        <sect3 id="Trans-actions-menu">
          <title>Account Register - Action Menu</title>

          <table frame="topbot" id="Trans-ActionsMenu">
            <title>Actions Menu - Setup scheduled transactions, repair
            accounts, perform stock splits, transfer and reconcile
            transactions.</title>

            <tgroup align="left" cols="3">
              <colspec colname="c1" ></colspec>
              <colspec colname="c2" ></colspec>
              <colspec colname="c3" ></colspec>

              <thead>
                <row>
                  <entry><para>Menu Item</para></entry>

                  <entry align="center" nameend="c3"
                  namest="c2">Description</entry>
                </row>
              </thead>

              <tbody>
                <row>
                  <entry><para>Scheduled Transactions -&gt;</para></entry>

                  <entry align="center" nameend="c3" namest="c2">Scheduled
                  Transactions sub-menus</entry>
                </row>

                <row>
                  <entry namest="c2">
                    <para>Scheduled Transaction Editor</para>
                  </entry>

                  <entry namest="c3">
                    <para>Invoke tool to edit scheduled transactions.
                   See <xref linkend="tool-sched"></xref></para>
                  </entry>
                </row>

                <row>
                  <entry namest="c2">
                    <para>Since Last Run...</para>
                  </entry>

                  <entry namest="c3">
                    <para>Display Scheduled transactions since last running of
                    GnuCash</para>
                  </entry>
                </row>

                <row>
                  <entry namest="c2">
                    <para>Mortgage &amp; Loan Repayment ...</para>
                  </entry>

                  <entry namest="c3">
                    <para>Starts the Mortgage &amp; Loan Repayment druid for
                    setting up repayments.  <xref linkend="trans-sched-loans"></xref></para>
                  </entry>
                </row>

                <row>
                  <entry><para>Transfer...</para></entry>

                  <entry nameend="c3" namest="c2">
                    <para>Starts the Transfer druid for transfer between
                    accounts.</para>
                  </entry>
                </row>

                <row>
                  <entry><para>Reconcile...</para></entry>

                  <entry nameend="c3" namest="c2">
                    <para>Starts the Account Reconcile druid</para>
                  </entry>
                </row>

                <row>
                  <entry><para>Stock Split...</para></entry>

                  <entry nameend="c3" namest="c2">
                    <para>Starts the Stock Split druid. Additional details
                    <xref linkend="stock-split"></xref></para>
                  </entry>
                </row>

                <row>
                  <entry><para>Lot Viewer...</para></entry>

                  <entry nameend="c3" namest="c2">
                    <para>Starts the "Lots in Account" form.
                      <!-- Additional details <xref linkend="lot-viewer"></xref> -->
                    </para>
                  </entry>
                </row>

            <row>
              <entry><para>Blank Transaction</para></entry>

              <entry nameend="c3" namest="c2">
               <para>Move to the blank transaction at the bottom of the register</para>
              </entry>
            </row>

            <row>
              <entry><para>Split Transaction</para></entry>

              <entry namest="c2" nameend="c3"><para></para></entry>
            </row>

            <row>
              <entry><para>Edit Exchange Rate</para></entry>

              <entry namest="c2" nameend="c3">
               <para>Edit the exchange rate for the current transaction.</para></entry>
            </row>

            <row>
              <entry><para>Schedule...</para></entry>

              <entry namest="c2" nameend="c3">
               <para>Create a Scheduled Transaction with the current transaction as a
                template.</para></entry>
            </row>

            <row>
              <entry><para>Jump</para></entry>

              <entry namest="c2" nameend="c3">
               <para>Jump to the corresponding transaction in the other account.</para></entry>
            </row>

                <row>
                  <entry><para>Check &amp; Repair -&gt;</para></entry>

                  <entry align="center" nameend="c3" namest="c2">
                    <para>Check &amp; Repair Submenus</para>
                  </entry>
                </row>

                <row>
                  <entry namest="c2">
                    <para>All Transactions</para>
                  </entry>

                  <entry namest="c3">
                    <para>Check for and repair unbalanced transactions and
                    orphan splits in this account.</para>
                  </entry>
                </row>

                <row>
                  <entry namest="c2">
                    <para>This Transaction</para>
                  </entry>

                  <entry namest="c3">
                    <para>Check for and repair splits in this transaction.</para>
                  </entry>
                </row>

                <row>
                  <entry><para>Reset Warnings...</para></entry>

                  <entry namest="c2" nameend="c3">
                  <para>GnuCash gives warnings when certain operations are attempted,
                   such as removing a transaction or removing the splits of a transaction.
                   The warning message gives you the option to not give you these warnings
                   when attempting the operation. Checkboxes labeled "Remember and don't ask
                   me again" and "Remember and don't ask me again this session" allow
                   disabling the warnings. This option resets the warning's to the default,
                   IE make all the warning's happen.
                  </para>
                  </entry>
                </row>
                <row>
                  <entry><para>Rename Page</para></entry>

                  <entry namest="c2" nameend="c3">
                   <para>Open the form to rename the current page/tab.</para>
                  </entry>
                </row>
              </tbody>
            </tgroup>
          </table>
        </sect3>

      <sect3 id="Trans-business-menu">
        <title>Account Register - Business Menu</title>

        <table frame="topbot" id="Trans-BusinessMenu">
          <title>Business Menu - Access small business features of
          GnuCash.</title>

          <tgroup align="left" cols="3">
            <colspec colname="c1" ></colspec>
            <colspec colname="c2" ></colspec>
            <colspec colname="c3" ></colspec>

            <thead>
              <row>
                <entry><para>Menu Item</para></entry>

                <entry align="center" nameend="c3" namest="c2">
                  <para>Description</para></entry>
              </row>
            </thead>

            <tbody>
              <row>
                <entry><para>Customers -&gt;</para></entry>

                <entry align="center" nameend="c3" namest="c2">
                  <para>Select customer related activities.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>New Customer...</para></entry>

                <entry namest="c3">
                  <para>Start the form to create a new customer.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Find Customer...</para></entry>

                <entry namest="c3">
                  <para>Start the druid to search for a customer.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>New Invoice...</para></entry>

                <entry namest="c3">
                  <para>Start the form to create a new invoice.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Find Invoice...</para></entry>

                <entry namest="c3">
                  <para>Start the druid to search for a invoice.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>New Job...</para></entry>

                <entry namest="c3">
                  <para>Start the form to create a new job.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Find Job...</para></entry>

                <entry namest="c3">
                  <para>Start the druid to search for a job.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Process Payment...</para></entry>

                <entry namest="c3">
                  <para>Starts the Process Payment druid. Requires an account of type
                   "A/Payable" before running druid.</para></entry>
              </row>

              <row>
                <entry><para>Vendor -&gt;</para></entry>

                <entry align="center" nameend="c3" namest="c2">
                  <para>Select vendor related activities.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>New Vendor...</para></entry>

                <entry namest="c3">
                  <para>Start the form to create a new vendor.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Find Vendor...</para></entry>

                <entry namest="c3">
                  <para>Start the druid to search for a vendor.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>New Bill...</para></entry>

                <entry namest="c3">
                  <para>Start the form to create a new bill.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Find Bill...</para></entry>

                <entry namest="c3">
                  <para>Start the druid to search for a bill.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>New Job...</para></entry>

                <entry namest="c3">
                  <para>Start the form to create a new job.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Find Job...</para></entry>

                <entry namest="c3">
                  <para>Start the druid to search for a job.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Process Payment...</para></entry>

                <entry namest="c3">
                  <para>Starts the Process Payment druid. Requires an account of type
                   "A/Payable" before running druid.</para></entry>
              </row>

              <row>
                <entry><para>Employee -&gt;</para></entry>

                <entry align="center" nameend="c3" namest="c2">
                  <para>Select employee related activities.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>New Employee...</para></entry>

                <entry namest="c3">
                  <para>Start the form to create a new employee.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Find Employee...</para></entry>

                <entry namest="c3">
                  <para>Start the druid to search for a employee.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>New Expense Voucher...</para></entry>

                <entry namest="c3">
                  <para>Start the form to create a new expense voucher.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Find Expense Voucher...</para></entry>

                <entry namest="c3">
                  <para>Start the druid to search for a expense voucher.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Process Payment...</para></entry>

                <entry namest="c3">
                  <para>Starts the Process Payment druid. Requires an account of type
                   "A/Payable" before running druid.</para></entry>
              </row>

               <row>
                <entry><para>Tax Table Editor</para></entry>

                <entry namest="c2" nameend="c3">
                 <para>View and edit the list of tax tables.</para></entry>
              </row>

              <row>
                <entry><para>Billing Terms Editor</para></entry>

                <entry namest="c2" nameend="c3">
                 <para>View and edit the list of Billing Terms.</para></entry>
              </row>

              <row>
                <entry><para>Bills Due Reminder</para></entry>

                <entry namest="c2" nameend="c3">
                 <para>View and edit the list of Bills Due Reminder.</para></entry>
              </row>

              <row>
                <entry><para>Export  -&gt;</para></entry>

                <entry namest="c2" nameend="c3">
                  <para></para></entry>
              </row>
              <row>
                <entry namest="c2">
                  <para>QSF Invoice...</para></entry>

                <entry namest="c3">
                  <para>Export one or more Invoice(s) to QSF.</para></entry>
              </row>
              <row>
                <entry namest="c2">
                  <para>QSF Customer...</para></entry>

                <entry namest="c3">
                  <para>Export one or more Customer(s) to QSF.</para></entry>
              </row>
              <row>
                <entry namest="c2">
                  <para>QSF Vendor...</para></entry>

                <entry namest="c3">
                  <para>Export one or more Vendor(s) to QSF.</para></entry>
              </row>
              <row>
                <entry namest="c2">
                  <para>QSF Employee...</para></entry>

                <entry namest="c3">
                  <para>Export one or more Employee(s) to QSF.</para></entry>
              </row>
             </tbody>
          </tgroup>
        </table>
      </sect3>

      <sect3 id="Trans-reports-menu">
        <title>Account Register - Reports Menu</title>

        <para>This is only a brief listing of the available reports and graphs. Each report
         may be customized by the <guilabel>Options</guilabel> Icon and the "Stylesheet" used.
        </para>

        <table frame="topbot" id="Trans-ReportsMenu">
          <title>Reports Menu - Access GnuCash Reports and Charts.</title>

          <tgroup align="left" cols="3">
            <colspec colname="c1" ></colspec>
            <colspec colname="c2" ></colspec>
            <colspec colname="c3" ></colspec>

            <thead>
              <row>
                <entry><para>Menu Item</para></entry>

                <entry align="center" nameend="c3" namest="c2">
                  <para>Description</para></entry>
              </row>
            </thead>

            <tbody>
              <row>
                <entry namest="c1">
                  <para>Account Summary</para></entry>

                <entry nameend="c3" namest="c2">
                  <para>Report showing the balance of selected
                  accounts.</para></entry>
              </row>

              <row>
                <entry><para>Assets &amp; Liabilities -&gt;</para></entry>

                <entry align="center" nameend="c3" namest="c2">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Advanced Portfolio</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Asset Bar chart</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Asset Pie chart</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Average Balance</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Balance Sheet</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>General Journal</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

               <row>
                <entry namest="c2">
                  <para>General Ledger</para></entry>

                <entry namest="c3">
                  <para>See <xref linkend="general-ledger"></xref></para></entry>
              </row>

               <row>
                <entry namest="c2">
                  <para>Investment Portfolio</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Liability Bar chart</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Liability Pie chart</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Net Worth Bar chart</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Price Scatter plot</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry><para>Business Reports -&gt;</para></entry>

                <entry align="center" nameend="c3" namest="c2">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Customer Report</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Easy Invoice</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Employee Report</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Fancy Invoice</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Payable Aging</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Printable Invoice</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Receivable Aging</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Vendor Report</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry><para>Income &amp; Expense -&gt;</para></entry>

                <entry align="center" nameend="c3" namest="c2">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Budget Report</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Cash Flow</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Equity Statement</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Expense Bar chart</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Expense Pie chart</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Expense vs Day of Week</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Income Bar chart</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Income &amp; Expense Chart</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Income Pie chart</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Income Statement</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Income vs Day of Week</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Trial Balance</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c1">
                  <para>Sample &amp; Custom -&gt;</para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Custom Multicolumn Report</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Sample Graphs</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Sample Report With Examples</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Welcome Sample Report</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c1">
                  <para>Tax Report &amp; TXF Export</para></entry>

                <entry namest="c2" nameend="c3">
                  <para>Create a Tax report (US) and/or export data for tax
                  preparation software. (TFX)</para></entry>
              </row>

              <row>
                <entry namest="c1">
                  <para>Transaction Report</para></entry>

                <entry namest="c2" nameend="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c1">
                  <para>Account Report</para></entry>

                <entry namest="c2" nameend="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c1">
                  <para>Account Transaction Report</para></entry>

                <entry namest="c2" nameend="c3">
                  <para></para></entry>
              </row>
            </tbody>
          </tgroup>
        </table>
      </sect3>

      <sect3 id="Trans-tools-menu">
        <title>Account Register - Tools Menu</title>

        <table frame="topbot" id="Trans-ToolsMenu">
          <title>Tools Menu - Access to miscellaneous tools and
          editors</title>

          <tgroup cols="2">
            <thead>
              <row>
                <entry><para>Menu Item</para></entry>

                <entry><para>Description</para></entry>
              </row>
            </thead>

            <tbody>
              <row>
                <entry><para>Price Editor</para></entry>

                <entry><para>Tool to enter or modify Stock/Fund prices. Details at
                  <xref linkend="tool-price"></xref></para></entry>
              </row>

              <row>
                <entry><para>Security Editor</para></entry>

                <entry><para>Tool to enter or modify Stock or commodities. Details
                  at <xref linkend="tool-security-edit"></xref></para></entry>
              </row>

              <row>
                <entry><para>Financial Calculator</para></entry>

                <entry><para>Details at <xref linkend="tool-calc"></xref></para></entry>
              </row>

              <row>
                <entry><para>General Ledger</para></entry>

                <entry><para>See <xref linkend="general-ledger"></xref></para></entry>
              </row>
            </tbody>
          </tgroup>
        </table>
      </sect3>

      <sect3 id="Trans-windows-menu">
        <title>Account Register - Windows Menu</title>

        <table frame="topbot" id="Trans-WindowsMenu">
          <title>Account Register - Windows Menu</title>

          <tgroup cols="2">
            <thead>
              <row>
                <entry><para>Menu Item</para></entry>

                <entry><para>Description</para></entry>
              </row>
            </thead>

            <tbody>
              <row>
                <entry><para>New Window</para></entry>

                <entry><para>Opens a new GnuCash window, window is empty.</para></entry>
              </row>

              <row>
                <entry><para>New Window with Page</para></entry>

                <entry><para>Opens the current tab in a new window, moves the tab to the new
                   window.</para></entry>
              </row>
            </tbody>
          </tgroup>
        </table>
      </sect3>

      <sect3 id="Trans-help-menu">
        <title>Help Menu</title>

        <table frame="topbot" id="Trans-HelpMenu">
          <title>Account Register - Help Menu - Access to this help and the
          Tutorial and Concepts Guide.</title>

          <tgroup cols="2">
            <thead>
              <row>
                <entry><para>Menu Item</para></entry>

                <entry><para>Description</para></entry>
              </row>
            </thead>

            <tbody>
              <row>
                <entry><para>Tutorial &amp; Concepts Guide</para></entry>

                <entry><para>Detailed document "How to" in GnuCash</para></entry>
              </row>

              <row>
                <entry><para>Tips Of The Day</para></entry>

                <entry><para>Display Tip of Day or enable/disable display on
                  start-up.</para></entry>
              </row>

              <row>
                <entry><para>Contents</para></entry>

                <entry><para>Display this Help file</para></entry>
              </row>

              <row>
                <entry><para>About</para></entry>

                <entry><para>Display version, License and Credits</para></entry>
              </row>
            </tbody>
          </tgroup>
        </table>
      </sect3>
    </sect2>

     
    <sect2 id="Trans-toolbar">
      <title>Account Register - Tool Bar Icons/Buttons</title>

      <para>The GnuCash main Window has a number of Icons/Buttons in the tool bar
      to quickly access some common functions used with the specific active
      tab. The Tool Bar can be hidden or shown by selecting the Toolbar item
      on the View menu. The specific options displayed in the tool bar varies
      by the functions available to the "active tab".</para>

      <para>A brief description of the function of an icon is displayed when
      the mouse pointer is placed over the icon for a couple of
      seconds.</para>

<!-- Transaction Register Tool/Icons  -->

      <table frame="topbot" id="Trans-ToolBarIcons">
        <title>Account Register (Transaction Register) Window Tool Bar</title>

        <tgroup cols="2">
          <thead>
            <row>
              <entry><para>Tool Bar Icons</para></entry>

              <entry><para>Description</para></entry>
            </row>
          </thead>

          <tbody>
            <row>
              <entry><para>Save</para></entry>

              <entry><para>Perform a save on the data file, commit all transactions
                to the data file.</para></entry>
            </row>

            <row>
              <entry><para>Close</para></entry>

              <entry><para>Close this register.</para></entry>
            </row>

            <row>
              <entry><para>Duplicate</para></entry>

              <entry><para>Make a copy of the current transaction.</para></entry>
            </row>

            <row>
              <entry><para>Delete</para></entry>

              <entry><para>Delete the current transaction in this register.</para></entry>
            </row>

            <row>
              <entry><para>Enter</para></entry>

              <entry><para>Record the current transaction.</para></entry>
            </row>

            <row>
              <entry><para>Cancel</para></entry>

              <entry><para>Cancel the current transaction.</para></entry>
            </row>

            <row>
              <entry><para>Blank</para></entry>

              <entry><para>Move to a blank transaction at bottom of register.</para></entry>
            </row>

            <row>
              <entry><para>Split</para></entry>

              <entry><para>Show all splits in the current transaction.  Not highlighted if
               View -&gt; Auto-Split Ledger already set.</para></entry>
            </row>

            <row>
              <entry><para>Jump</para></entry>

              <entry><para>Jump to the corresponding transaction in the other account</para>
              </entry>
            </row>

            <row>
              <entry><para>Schedule</para></entry>

              <entry><para>Create a Scheduled Transaction with the current transaction as a
               template.</para></entry>
            </row>

            <row>
              <entry><para>Transfer</para></entry>

              <entry><para>Start the transfer druid to transfer funds from one account to
               another.</para></entry>
            </row>

            <row>
              <entry><para>Reconcile</para></entry>

              <entry><para>Start the Reconcile process for the selected account.</para></entry>
            </row>

          </tbody>
        </tgroup>
      </table>
    </sect2>

    <sect2 id="Common-tab-bar">
      <title>Tab Bar</title>

      <para>The Tab Bar displays "notebook/file folder" style tabs for open
      transaction registers, account trees and reports.</para>
    </sect2>

    <sect2 id="Trans-display-main">
        <title>List of Transactions</title>

        <para>The List of Transactions displays transactions you have entered
        and a running balance. It also provides a blank transaction to enter
        new transactions. The column headings vary according to what type of
        account you have opened. Common headings are Date, Description,
        Transfer and Balance.</para>

        <para>The View menu can be used to alter the appearance of the List of
        Transactions. Possible changes are limiting the number of transactions
        shown, using a different sort order and changing the style to more
        easily see transactions. The split button also provides quick access
        to view all the parts of a transaction.</para>
      </sect2>

    <sect2 id="Trans-summary-bar2">
      <title>Summary Bar</title>

        <para>The Summary Bar displays balances appropriate for the opened
        account type at a glance. Usually accounts display today's account
        balance, any balance for future dates, a balance for cleared items and
        a reconciled balance. Stock accounts, however, display shares totals
        and their value. The Summary Bar can be hidden or shown by selecting
        the Summary Bar item on the View menu.</para>
    </sect2>
     

    <sect2 id="Trans-status-bar">
      <title>Status Bar</title>

      <para>The Status Bar displays tool-tips for the menus that give more
      explanation to a menu item. It also shows a progress bar when opening or
      saving a GnuCash data file or generating reports. The Status Bar can be
      hidden or shown by selecting the Status Bar item on the View
      menu.</para>
    </sect2>

</sect1>


<sect1>
   <title>Report Window</title>
    <para>To simplify navigation the following are the topics covered in this section;
     <xref linkend="Report-menus"></xref>,
     <xref linkend="Report-tool-bar"></xref>,
     <xref linkend="report-main"></xref>.
    </para>

    <sect2 id="report-display">
      <title>Report Display Window</title>

      <para>This window is shown whenever a report or chart is selected from
      the Reports menu.</para>

      <para>To open the Report Window, select a report from the Menu Bar -&gt; Reports list.
       This will open a new window with the report displayed.
       It provides a web browser type display with active links to account data.</para>

       <note><para>Depending on the report there may be a delay while the report is generated.
        An approximation of the progress to completion is displayed in the "Status Bar",
        if has not been opted out of displaying.</para></note>

      <figure>
       <title>A "Report Window"</title>
       <screenshot id="Report_Screen">
        <mediaobject>
          <imageobject>
            <imagedata fileref="figures/Report_Screen.png" format="PNG"
                       srccredit="Dave Herman" ></imagedata>
          </imageobject>

          <textobject>
            <phrase>Report screen</phrase>
          </textobject>
          <caption><para>This is an screen image of the "Account Summary" tab after
          creating a new file and "select all" of the accounts. </para></caption>
        </mediaobject>
       </screenshot>
      </figure>

      </sect2>


      <sect2 id="Report-menus">
        <title>Report Menus</title>

        <para>The Menu bar for the Report window contains the
        following options;</para>

        <itemizedlist>
          <listitem>
            <para><emphasis role="bold">File</emphasis> - <xref
            linkend="Report-file-menu"></xref></para>
          </listitem>

          <listitem>
            <para><emphasis role="bold">Edit</emphasis> - <xref
            linkend="Report-edit-menu"></xref></para>
          </listitem>

          <listitem>
            <para><emphasis role="bold">View</emphasis> - <xref
            linkend="Report-view-menu"></xref></para>
          </listitem>

          <listitem>
            <para><emphasis role="bold">Action</emphasis> - <xref
            linkend="Report-actions-menu"></xref></para>
          </listitem>

          <listitem>
            <para><emphasis role="bold">Business</emphasis> - <xref
            linkend="Report-business-menu"></xref></para>
          </listitem>

          <listitem>
            <para><emphasis role="bold">Reports</emphasis> - <xref
            linkend="Report-reports-menu"></xref></para>
          </listitem>

          <listitem>
            <para><emphasis role="bold">Tools</emphasis> - <xref
            linkend="Report-tools-menu"></xref></para>
          </listitem>

          <listitem>
            <para><emphasis role="bold">Windows</emphasis> - <xref
            linkend="Report-windows-menu"></xref></para>
          </listitem>

          <listitem>
            <para><emphasis role="bold">Help</emphasis> - <xref
            linkend="Report-help-menu"></xref></para>
          </listitem>
        </itemizedlist>

        <sect3 id="Report-file-menu">
          <title>Reports - File Menu</title>

          <para>The following table describes the options in the File
          Menu.</para>

          <para>Clicking on the File option of the Menu bar will "pull down" a
          menu of options described in the File Menu table.</para>

          <table frame="topbot" id="Report-FileMenu">
            <title>File Menu - Access to file and account operations and
            printing.</title>

            <tgroup align="left" cols="3">
              <colspec colname="c1" ></colspec>
              <colspec colname="c2" ></colspec>
              <colspec colname="c3" ></colspec>

              <thead>
                <row>
                  <entry><para>Menu Item</para></entry>

                  <entry align="center" nameend="c3"
                  namest="c2">Description</entry>
                </row>
              </thead>

              <tbody>
                <row>
                  <entry><para>New -&gt;</para></entry>

                  <entry align="center" nameend="c3" namest="c2">
                    <para>Selects the New Account, Budget and file options
                    sub-menu</para>
                  </entry>
                </row>

                <row>
                  <entry namest="c2">New File</entry>

                  <entry namest="c3">
                    <para>Creates a new data file (Starts with new Accounts
                    and data.)</para>
                  </entry>
                </row>

                <row>
                  <entry namest="c2">New Accounts Page</entry>

                  <entry namest="c3">
                    <para>Creates an copy of the Account tree</para>
                  </entry>
                </row>

                <row>
                  <entry namest="c2">New Budget</entry>

                  <entry namest="c3">
                    <para>Starts the Creates a New Budget druid.</para>
                  </entry>
                </row>

                <row>
                  <entry><para>Open -&gt;</para></entry>

                  <entry align="center" nameend="c3" namest="c2">
                    <para>Selects the Open sub-menu options described
                    below</para>
                  </entry>
                </row>

                <row>
                  <entry namest="c2">
                    <para>Open ...</para>
                  </entry>

                  <entry namest="c3">
                    <para>Starts the "Open another data file" process.</para>
                  </entry>
                </row>

                <row>
                  <entry namest="c2">
                    <para>Open Budget</para>
                  </entry>

                  <entry namest="c3">
                    <para>Opens an existing budget.</para>
                  </entry>
                </row>

                <row>
                  <entry><para>Import -&gt;</para></entry>

                  <entry align="center" nameend="c3" namest="c2">
                    <para>Opens the Import sub-menu to import files from other
                    financial programs.</para>
                  </entry>
                </row>

                <row>
                  <entry namest="c2">
                    <para>Import QIF ...</para>
                  </entry>

                  <entry namest="c3">
                    <para>Starts the QIF file Import process.</para>
                  </entry>
                </row>

                <row>
                  <entry namest="c2">
                    <para>Import OFX/QFX ...</para>
                  </entry>

                  <entry namest="c3">
                    <para>Starts the OFX/QFX file Import process.</para>
                  </entry>
                </row>

                <row>
                  <entry namest="c2">
                    <para>Replay GnuCash .log file...</para>
                  </entry>

                  <entry namest="c3">
                    <para>Starts the replaying of a GnuCash log file. Used for
                    data recovery from "crashes".</para>
                  </entry>
                </row>

                <row>
                  <entry><para>Save (Ctrl-S)</para></entry>

                  <entry nameend="c3" namest="c2">
                    <para>Saves the currently open file. Menu shortcut
                    Ctrl-S</para>
                  </entry>
                </row>

                <row>
                  <entry><para>Save As ... (Shift+Ctrl+S)</para></entry>

                  <entry nameend="c3" namest="c2">
                    <para>Saves the currently opened file with a different
                    name. Menu shortcut Shift+Ctrl+S</para>
                  </entry>
                </row>

                <row>
                  <entry><para>Print Report...</para></entry>

                  <entry nameend="c3" namest="c2">
                    <para>Prints the Report</para>
                  </entry>
                </row>

                <row>
                  <entry><para>Export -&gt;</para></entry>

                  <entry nameend="c3" namest="c2">
                    <para>Export</para>
                  </entry>
                </row>

                <row>
                  <entry namest="c2">
                    <para>Export Report</para>
                  </entry>

                  <entry namest="c3" >
                    <para>Exports HTML formatted report to a file.</para>
                  </entry>
                </row>

                <row>
                  <entry namest="c2">
                    <para>Export Accounts</para>
                  </entry>

                  <entry namest="c3">
                    <para>Exports your account hierarchy to a new file. Does
                    not export data.</para>
                  </entry>
                </row>

                <row>
                  <entry><para>Properties (Alt+Return)</para></entry>

                  <entry nameend="c3" namest="c2">
                    <para>Sets options for this GnuCash data file.</para>
                  </entry>
                </row>

                <row>
                  <entry><para>Recently opened files</para></entry>

                  <entry nameend="c3" namest="c2">
                    <para>Numbered list of most recently opened GnuCash data
                    files.</para>
                  </entry>
                </row>

                <row>
                  <entry><para>Close</para></entry>

                  <entry nameend="c3" namest="c2">
                    <para>Closes the current report.
                    Menu  shortcut Ctrl-W</para>
                  </entry>
                </row>

                <row>
                  <entry><para>Quit (Ctrl+Q)</para></entry>

                  <entry nameend="c3" namest="c2">
                    <para>Exits GnuCash. Menu shortcut Ctrl-Q</para>
                  </entry>
                </row>
              </tbody>
            </tgroup>
          </table>
        </sect3>


        <sect3 id="Report-edit-menu">
          <title>Reports - Edit Menu</title>

          <table frame="topbot" id="Report-EditMenu">
            <title>Reports - Edit Menu - Access to file and account
            editing operations and preferences.</title>

            <tgroup align="left" cols="2">
              <colspec colname="c1" ></colspec>
              <colspec colname="c2" ></colspec>
              <colspec colname="c3" ></colspec>

              <thead>
                <row>
                  <entry><para>Menu Item</para></entry>

                  <entry align="center" nameend="c3" namest="c2">
                    <para>Description</para>
                  </entry>
                </row>
              </thead>

              <tbody>
                <row>
                  <entry><para>Copy</para></entry>

                  <entry nameend="c3" namest="c2">
                    <para></para>
                  </entry>
                </row>

                <row>
                  <entry><para>Find ... Ctrl+F</para></entry>

                  <entry nameend="c3" namest="c2">
                    <para>Set criteria for a search for a specific
                    transaction. See <xref linkend="tool-find"></xref> for
                    specifics on searches.</para>
                  </entry>
                </row>

                <row>
                  <entry><para>Preferences</para></entry>

                  <entry nameend="c3" namest="c2">
                    <para>Customize GnuCash for location, style, and numerous other preferences.
                   See <xref linkend="set-prefs"></xref>.</para>
                  </entry>
                </row>

                <row>
                  <entry><para>Style Sheets</para></entry>

                  <entry nameend="c3" namest="c2">
                    <para>Modify/customize Style Sheets.</para>
                  </entry>
                </row>

                <row>
                  <entry><para>Report Options</para></entry>

                  <entry nameend="c3" namest="c2">
                    <para>Open form to edit/modify report selection criteria, stylesheets,
                     date ranges, and other parameters.</para>
                  </entry>
                </row>

                <row>
                  <entry><para>Tax Options</para></entry>

                  <entry nameend="c3" namest="c2">
                    <para>Set tax characteristics on account(s) (US). Assign tax form and
                     line to account.</para>
                  </entry>
                </row>
              </tbody>
            </tgroup>
          </table>
        </sect3>

        <sect3 id="Report-view-menu">
          <title>Reports - View Menu</title>

          <table frame="topbot" id="Report-ViewMenu">
            <title>Report - View Menu - Changes display window view.</title>

            <tgroup align="left" cols="3">
              <colspec colname="c1" ></colspec>
              <colspec colname="c2" ></colspec>
              <colspec colname="c3" ></colspec>

              <thead>
                <row>
                  <entry><para>Menu Item</para></entry>

                  <entry namest="c2" nameend="c3">
                    <para>Description</para>
                  </entry>
                </row>
              </thead>

              <tbody>
                <row>
                  <entry><para>Toolbar</para></entry>

                  <entry namest="c2" nameend="c3">
                    <para>Check-box to Enable/Disable display of
                    Toolbar.</para>
                  </entry>
                </row>

                <row>
                  <entry><para>Summary Bar</para></entry>
 
                  <entry namest="c2" nameend="c3">
                    <para>Check-box to Enable/Disable display of Summary
                    Bar.  The summary bar is not displayed in reports, however the checkbox
                    is effective in other tab displays.</para>
                  </entry>
                </row>

                <row>
                  <entry><para>Status Bar</para></entry>

                  <entry namest="c2" nameend="c3">
                    <para>Check-box to Enable/Disable display of Status
                    Bar.</para>
                  </entry>
                </row>

                <row>
                  <entry><para>Refresh Ctrl+R</para></entry>

                  <entry><para>Repaint the display screen.</para></entry>
                </row>
              </tbody>
            </tgroup>
          </table>
        </sect3>

        <sect3 id="Report-actions-menu">
          <title>Reports - Action Menu</title>

          <table frame="topbot" id="Report-ActionsMenu">
            <title>Actions Menu - Setup scheduled transactions.</title>

            <tgroup align="left" cols="3">
              <colspec colname="c1" ></colspec>
              <colspec colname="c2" ></colspec>
              <colspec colname="c3" ></colspec>

              <thead>
                <row>
                  <entry><para>Menu Item</para></entry>

                  <entry align="center" nameend="c3"
                  namest="c2">Description</entry>
                </row>
              </thead>

              <tbody>
                <row>
                  <entry><para>Scheduled Transactions -&gt;</para></entry>

                  <entry align="center" nameend="c3" namest="c2">Scheduled
                  Transactions sub-menus</entry>
                </row>

                <row>
                  <entry namest="c2">
                    <para>Scheduled Transaction Editor</para>
                  </entry>

                  <entry namest="c3">
                    <para>Invoke tool to edit scheduled transactions.
                   See <xref linkend="tool-sched"></xref></para>
                  </entry>
                </row>

                <row>
                  <entry namest="c2">
                    <para>Since Last Run...</para>
                  </entry>

                  <entry namest="c3">
                    <para>Display Scheduled transactions since last running of
                    GnuCash</para>
                  </entry>
                </row>

                <row>
                  <entry namest="c2">
                    <para>Mortgage &amp; Loan Repayment ...</para>
                  </entry>

                  <entry namest="c3">
                    <para>Starts the Mortgage &amp; Loan Repayment druid for
                    setting up repayments.  <xref linkend="trans-sched-loans"></xref></para>
                  </entry>
                </row>

                <row>
                  <entry><para>Reset Warnings...</para></entry>

                  <entry namest="c2" nameend="c3">
                  <para>GnuCash gives warnings when certain operations are attempted,
                   such as removing a transaction or removing the splits of a transaction.
                   The warning message gives you the option to not give you these warnings
                   when attempting the operation. Checkboxes labeled "Remember and don't ask
                   me again" and "Remember and don't ask me again this session" allow
                   disabling the warnings. This option resets the warning's to the default,
                   IE make all the warning's happen.
                  </para>
                  </entry>
                </row>
                <row>
                  <entry><para>Rename Page</para></entry>

                  <entry namest="c2" nameend="c3">
                   <para>Open the form to rename the current page/tab.</para>
                  </entry>
                </row>
              </tbody>
            </tgroup>
          </table>
        </sect3>

      <sect3 id="Report-business-menu">
        <title>Reports - Business Menu</title>

        <table frame="topbot" id="Report-BusinessMenu">
          <title>Business Menu - Access small business features of
          GnuCash.</title>

          <tgroup align="left" cols="3">
            <colspec colname="c1" ></colspec>
            <colspec colname="c2" ></colspec>
            <colspec colname="c3" ></colspec>

            <thead>
              <row>
                <entry><para>Menu Item</para></entry>

                <entry align="center" nameend="c3" namest="c2">
                  <para>Description</para></entry>
              </row>
            </thead>

            <tbody>
              <row>
                <entry><para>Customers -&gt;</para></entry>

                <entry align="center" nameend="c3" namest="c2">
                  <para>Select customer related activities.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>New Customer...</para></entry>

                <entry namest="c3">
                  <para>Start the form to create a new customer.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Find Customer...</para></entry>

                <entry namest="c3">
                  <para>Start the druid to search for a customer.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>New Invoice...</para></entry>

                <entry namest="c3">
                  <para>Start the form to create a new invoice.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Find Invoice...</para></entry>

                <entry namest="c3">
                  <para>Start the druid to search for a invoice.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>New Job...</para></entry>

                <entry namest="c3">
                  <para>Start the form to create a new job.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Find Job...</para></entry>

                <entry namest="c3">
                  <para>Start the druid to search for a job.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Process Payment...</para></entry>

                <entry namest="c3">
                  <para>Starts the Process Payment druid. Requires an account of type
                   "A/Payable" before running druid.</para></entry>
              </row>

              <row>
                <entry><para>Vendor -&gt;</para></entry>

                <entry align="center" nameend="c3" namest="c2">
                  <para>Select vendor related activities.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>New Vendor...</para></entry>

                <entry namest="c3">
                  <para>Start the form to create a new vendor.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Find Vendor...</para></entry>

                <entry namest="c3">
                  <para>Start the druid to search for a vendor.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>New Bill...</para></entry>

                <entry namest="c3">
                  <para>Start the form to create a new bill.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Find Bill...</para></entry>

                <entry namest="c3">
                  <para>Start the druid to search for a bill.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>New Job...</para></entry>

                <entry namest="c3">
                  <para>Start the form to create a new job.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Find Job...</para></entry>

                <entry namest="c3">
                  <para>Start the druid to search for a job.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Process Payment...</para></entry>

                <entry namest="c3">
                  <para>Starts the Process Payment druid. Requires an account of type
                   "A/Payable" before running druid.</para></entry>
              </row>

              <row>
                <entry><para>Employee -&gt;</para></entry>

                <entry align="center" nameend="c3" namest="c2">
                  <para>Select employee related activities.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>New Employee...</para></entry>

                <entry namest="c3">
                  <para>Start the form to create a new employee.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Find Employee...</para></entry>

                <entry namest="c3">
                  <para>Start the druid to search for a employee.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>New Expense Voucher...</para></entry>

                <entry namest="c3">
                  <para>Start the form to create a new expense voucher.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Find Expense Voucher...</para></entry>

                <entry namest="c3">
                  <para>Start the druid to search for a expense voucher.</para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Process Payment...</para></entry>

                <entry namest="c3">
                  <para>Starts the Process Payment druid. Requires an account of type
                   "A/Payable" before running druid.</para></entry>
              </row>

               <row>
                <entry><para>Tax Table Editor</para></entry>

                <entry namest="c2" nameend="c3">
                 <para>View and edit the list of tax tables.</para></entry>
              </row>

              <row>
                <entry><para>Billing Terms Editor</para></entry>

                <entry namest="c2" nameend="c3">
                 <para>View and edit the list of Billing Terms.</para></entry>
              </row>

              <row>
                <entry><para>Bills Due Reminder</para></entry>

                <entry namest="c2" nameend="c3">
                 <para>View and edit the list of Bills Due Reminder.</para></entry>
              </row>

              <row>
                <entry><para>Export  -&gt;</para></entry>

                <entry namest="c2" nameend="c3">
                  <para></para></entry>
              </row>
              <row>
                <entry namest="c2">
                  <para>QSF Invoice...</para></entry>

                <entry namest="c3">
                  <para>Export one or more Invoice(s) to QSF.</para></entry>
              </row>
              <row>
                <entry namest="c2">
                  <para>QSF Customer...</para></entry>

                <entry namest="c3">
                  <para>Export one or more Customer(s) to QSF.</para></entry>
              </row>
              <row>
                <entry namest="c2">
                  <para>QSF Vendor...</para></entry>

                <entry namest="c3">
                  <para>Export one or more Vendor(s) to QSF.</para></entry>
              </row>
              <row>
                <entry namest="c2">
                  <para>QSF Employee...</para></entry>

                <entry namest="c3">
                  <para>Export one or more Employee(s) to QSF.</para></entry>
              </row>
             </tbody>
          </tgroup>
        </table>
      </sect3>

      <sect3 id="Report-reports-menu">
        <title>Reports - Reports Menu</title>

        <para>This is only a brief listing of the available reports and
        graphs. Each report may be customized by the
        <guilabel>Options</guilabel> Icon and the "Stylesheet" used.</para>

        <table frame="topbot" id="Report-ReportsMenu">
          <title>Reports Menu - Access GnuCash Reports and Charts.</title>

          <tgroup align="left" cols="3">
            <colspec colname="c1" ></colspec>
            <colspec colname="c2" ></colspec>
            <colspec colname="c3" ></colspec>

            <thead>
              <row>
                <entry><para>Menu Item</para></entry>

                <entry align="center" nameend="c3" namest="c2">
                  <para>Description</para></entry>
              </row>
            </thead>

            <tbody>
              <row>
                <entry namest="c1">
                  <para>Account Summary</para></entry>

                <entry nameend="c3" namest="c2">
                  <para>Report showing the balance of selected
                  accounts.</para></entry>
              </row>

              <row>
                <entry><para>Assets &amp; Liabilities -&gt;</para></entry>

                <entry align="center" nameend="c3" namest="c2">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Advanced Portfolio</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Asset Bar chart</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Asset Pie chart</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Average Balance</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Balance Sheet</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>General Journal</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

               <row>
                <entry namest="c2">
                  <para>General Ledger</para></entry>

                <entry namest="c3">
                  <para>See <xref linkend="general-ledger"></xref></para></entry>
              </row>

               <row>
                <entry namest="c2">
                  <para>Investment Portfolio</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Liability Bar chart</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Liability Pie chart</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Net Worth Bar chart</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Price Scatter plot</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry><para>Business Reports -&gt;</para></entry>

                <entry align="center" nameend="c3" namest="c2">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Customer Report</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Easy Invoice</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Employee Report</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Fancy Invoice</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Payable Aging</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Printable Invoice</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Receivable Aging</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Vendor Report</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry><para>Income &amp; Expense -&gt;</para></entry>

                <entry align="center" nameend="c3" namest="c2">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Budget Report</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Cash Flow</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Equity Statement</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Expense Bar chart</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Expense Pie chart</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Expense vs Day of Week</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Income Bar chart</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Income &amp; Expense Chart</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Income Pie chart</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Income Statement</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Income vs Day of Week</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Trial Balance</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c1">
                  <para>Sample &amp; Custom -&gt;</para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Custom Multicolumn Report</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Sample Graphs</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Sample Report With Examples</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c2">
                  <para>Welcome Sample Report</para></entry>

                <entry namest="c3">
                  <para></para></entry>
              </row>

              <row>
                <entry namest="c1">
                  <para>Tax Report &amp; TXF Export</para></entry>

                <entry namest="c2" nameend="c3">
                  <para>Create a Tax report (US) and/or export data for tax
                  preparation software. (TFX)</para></entry>
              </row>

              <row>
                <entry namest="c1">
                  <para>Transaction Report</para></entry>

                <entry namest="c2" nameend="c3">
                  <para></para></entry>
              </row>

            </tbody>
          </tgroup>
        </table>
      </sect3>

      <sect3 id="Report-tools-menu">
        <title>Reports - Tools Menu</title>

        <table frame="topbot" id="Report-ToolsMenu">
          <title>Tools Menu - Access to miscellaneous tools and
          editors</title>

          <tgroup cols="2">
            <thead>
              <row>
                <entry><para>Menu Item</para></entry>

                <entry><para>Description</para></entry>
              </row>
            </thead>

            <tbody>
              <row>
                <entry><para>Price Editor</para></entry>

                <entry><para>Tool to enter or modify Stock/Fund prices. Details at
                  <xref linkend="tool-price"></xref></para></entry>
              </row>

              <row>
                <entry><para>Security Editor</para></entry>

                <entry><para>Tool to enter or modify Stock or commodities. Details
                  at <xref linkend="tool-security-edit"></xref></para></entry>
              </row>

              <row>
                <entry><para>Financial Calculator</para></entry>

                <entry><para>Details at <xref linkend="tool-calc"></xref></para></entry>
              </row>

              <row>
                <entry><para>General Ledger</para></entry>

                <entry><para>See <xref linkend="general-ledger"></xref></para></entry>
              </row>
            </tbody>
          </tgroup>
        </table>
      </sect3>

      <sect3 id="Report-windows-menu">
        <title>Reports - Windows Menu</title>

        <table frame="topbot" id="Report-WindowsMenu">
          <title>Reports - Windows Menu</title>

          <tgroup cols="2">
            <thead>
              <row>
                <entry><para>Menu Item</para></entry>

                <entry><para>Description</para></entry>
              </row>
            </thead>

            <tbody>
              <row>
                <entry><para>New Window</para></entry>

                <entry><para>Opens a new GnuCash window, window is empty.</para></entry>
              </row>

              <row>
                <entry><para>New Window with Page</para></entry>

                <entry><para>Opens the current tab in a new window, moves the tab to the new
                   window.</para></entry>
              </row>
            </tbody>
          </tgroup>
        </table>
      </sect3>

      <sect3 id="Report-help-menu">
        <title>Help Menu</title>

        <table frame="topbot" id="Report-HelpMenu">
          <title>Reports - Help Menu - Access to this help and the
          Tutorial and Concepts Guide.</title>

          <tgroup cols="2">
            <thead>
              <row>
                <entry><para>Menu Item</para></entry>

                <entry><para>Description</para></entry>
              </row>
            </thead>

            <tbody>
              <row>
                <entry><para>Tutorial &amp; Concepts Guide</para></entry>

                <entry><para>Detailed document "How to" in GnuCash</para></entry>
              </row>

              <row>
                <entry><para>Tips Of The Day</para></entry>

                <entry><para>Display Tip of Day or enable/disable display on
                  start-up.</para></entry>
              </row>

              <row>
                <entry><para>Contents</para></entry>

                <entry><para>Display this Help file</para></entry>
              </row>

              <row>
                <entry><para>About</para></entry>

                <entry><para>Display version, License and Credits</para></entry>
              </row>
            </tbody>
          </tgroup>
        </table>
      </sect3>
     </sect2>

     <sect2 id="Report-tool-bar">
      <title>Reports - Tool Bar Icons/Buttons</title>

        <para>The Report Window has a tool bar to access quickly the functions
        used with reports. The Tool Bar can be hidden or shown by selecting
        the Toolbar item on the View menu.</para>

        <table frame="topbot">
          <title>Reports - Tool Bar Buttons</title>

          <tgroup cols="2">
            <thead>
              <row>
                <entry><para>Tool Bar Button</para></entry>

                <entry><para>Description</para></entry>
              </row>
            </thead>

            <tbody>
              <row>
                <entry><para>Save</para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Close</para></entry>

                <entry><para>Closes the current report displayed.</para></entry>
              </row>

              <row>
                <entry><para>Reload</para></entry>

                <entry><para>Reload (rerun) current report.</para></entry>
              </row>

              <row>
                <entry><para>Stop</para></entry>

                <entry><para>Stops the </para></entry>
              </row>

              <row>
                <entry><para>Export</para></entry>

                <entry><para>Exports HTML formatted report to a file.</para></entry>
              </row>

              <row>
                <entry><para>Options</para></entry>

                <entry><para>Edit options specific to selected report.</para></entry>
              </row>

              <row>
                <entry><para>Print</para></entry>

                <entry><para>Queues the current report for printing.</para></entry>
              </row>

            </tbody>
          </tgroup>
        </table>
     </sect2>


     <sect2 id="Report-tab-bar">
      <title>Tab Bar</title>

      <para>The Tab Bar displays "notebook/file folder" style tabs for open
      transaction registers, account trees and reports.</para>
     </sect2>


      <sect2 id="report-main">
        <title>Report Main Display</title>

        <para>This is where the report or chart you have selected is shown.
        The properties of this window are editable in two ways. Selecting the
        Options button on the toolbar lets you edit what the report is showing
        and which accounts the information is drawn from. Selecting Edit -&gt;
        Style Sheets... lets you select the properties of the web page that
        displays your report.</para>

        <para>The report is able to act like a web browser if your report
        contains links to external web pages. The toolbar buttons allow you to
        move back and forward through web pages. It will also open account
        information in the register window when you click on links contained
        in the report.</para>

        <para>You can also save your report to a file and print the report
        through the toolbar buttons.</para>
    </sect2>

    <sect2 id="Report-summary-bar">
      <title>Summary Bar</title>

        <para>The Summary Bar displays balances appropriate for the opened
        account type at a glance. Usually accounts display today's account
        balance, any balance for future dates, a balance for cleared items and
        a reconciled balance. Stock accounts, however, display shares totals
        and their value. The Summary Bar can be hidden or shown by selecting
        the Summary Bar item on the View menu.</para>
    </sect2>
     
    <sect2 id="Report-status-bar">
      <title>Status Bar</title>

      <para>The Status Bar displays tool-tips for the menus that give more
      explanation to a menu item. It also shows a progress bar when opening or
      saving a GnuCash data file or generating reports. The Status Bar can be
      hidden or shown by selecting the Status Bar item on the View
      menu.</para>
    </sect2>

  </sect1>
</chapter>


<chapter id="usage">
  <title>Common Operations, Tools and Reports</title>

  <sect1>
   <title>Tools</title>

<note><para>This section is a "work in process" all of the material has not been reviewed for V2.0.
While it may not be strictly accurate, it is at least a "guide".</para></note>

    <sect2 id="tool-win">
      <title>Tool Windows</title>

      <para>There are several specialized Tool Windows used in GnuCash. These
      windows provide additional functions to the basic account
      register.</para>

      <sect3 id="tool-sched">
        <title>Scheduled Transaction Editor</title>

        <para>The Scheduled Transaction Editor is used to create and edit
        transactions that are to be added to the register in an automated way.
        This is combined with the Since Last Run druid to review and enter the
        transactions.</para>

        <para>To access the Scheduled Transaction Editor go to Actions -&gt;
        Scheduled Transactions -&gt; Scheduled Transaction Editor. To access the
        Reconcile Window go to Actions -&gt; Reconcile... (menu shortcut
        Ctrl-R). The other Tools are accessed by going to the Tools menu.</para>


        <sect4 id="sched-win">
          <title>Scheduled Transactions Window</title>

          <para>The top pane of the Scheduled Transaction Window contains the
          list of scheduled transactions that are currently setup. This window
          lists the Name of the transaction, the Frequency that the
          transaction is entered and the next time the transaction will be
          entered.</para>

          <para>The right side of this window contains three buttons to create
          and edit scheduled transactions. New and Edit opens the Edit
          Scheduled Transaction dialog. Delete removes the selected scheduled
          transaction.</para>

          <para>Below the list of scheduled transactions is the Upcoming
          calendar. This mini calendar lists the dates that the scheduled
          transactions occur so it is easy to see when the transaction next
          occurs. Clicking on a date in the calendar brings up a list of
          scheduled transactions for that date. Moving the mouse over other
          dates changes to the list of transactions on those dates. Clicking
          once more on the calendar removes the transaction list.</para>
        </sect4>

        <sect4 id="sched-edit">
          <title>Edit Scheduled Transaction Window</title>

          <para>The Edit Scheduled Transaction Window is divided into a Name
          area, Options area, Occurrences area, Recurrence Frequency area, mini
          calendar and Template Transaction pane.</para>

          <para>The Options area contains check-boxes to set if the
          transaction is automatically created and how many days in advance
          the transaction is created and/or a reminder posted.</para>

          <para>The Occurrences area contains selections to set for dates limits on
          transactions to be entered or the number of transactions to be entered.</para>

          <para>The Recurrence Frequency area contains selections to set how
          often the transaction is scheduled to be added and on what dates
          this occurs.</para>


          <para>The mini calendar provides a visual indication of what
          transactions are already scheduled.</para>


          <para>The Template Transaction pane allows you to setup the
          transaction as you would like it to be entered into the
          register.</para>


          <para>These options are described in more detail in 
		<xref linkend="trans-sched"></xref></para>
        </sect4>
      </sect3>

      <sect3 id="tool-price">
        <title>Price Editor</title>


        <para>The Price Editor is used to track the value of currency, mutual
        fund and stock type accounts. It provides a unified interface to
        updating the values of these commodities and is able to update
        manually or through on-line quotes.</para>


        <para>Each entry in the editor shows a record of a commodity
        price:</para>


        <itemizedlist>
          <listitem>
            <para><emphasis role="bold">Commodity: </emphasis>The commodity being
            priced.</para>
          </listitem>

          <listitem>
            <para><emphasis role="bold">Currency: </emphasis>The currency the price is
            recorded in.</para>
          </listitem>

          <listitem>
            <para><emphasis role="bold">Date: </emphasis>The date the price was
            recorded.</para>
          </listitem>

          <listitem>
            <para><emphasis role="bold">Source: </emphasis>The source of the commodities
            price quote. Typically, this will be either "user:price-editor",
            indicating you entered it directly, or "Finance::Quote",
            indicating that it was retrieved from an on-line source by the
            Finance::Quote module.</para>
          </listitem>

          <listitem>
            <para><emphasis role="bold">Type: </emphasis>There are several different types
            of stock price quotes.</para>
          </listitem>

          <listitem>
            <para><emphasis role="bold">Bid: </emphasis>Indicates what a specialist dealer
            is prepared to pay for a stock.</para>
          </listitem>

          <listitem>
            <para><emphasis role="bold">Ask: </emphasis>Indicates at what price the
            dealers are prepared to sell a stock.</para>
          </listitem>

          <listitem>
            <para><emphasis role="bold">Last: </emphasis>Indicate the price at which the
            last trade in that stock/security occurred at. This is the price
            most commonly quoted in the media.</para>
          </listitem>

          <listitem>
            <para><emphasis role="bold">Net Asset Value: </emphasis>Are typically used for
            mutual funds. They are calculated on the net value of the fund's
            assets.</para>
          </listitem>

          <listitem>
            <para><emphasis role="bold">Unknown: </emphasis>Use this if the type of price
            quoted is not known.</para>
          </listitem>

          <listitem>
            <para><emphasis role="bold">Price: </emphasis>The actual price of the
            commodity.</para>
          </listitem>
        </itemizedlist>


        <para>To add a new price, click on Add, and enter the details of the
        price into the dialog box. To edit an existing price, select the price
        in the price list, click the Edit button, and edit the figures.</para>


        <para>To remove just one price, select the price and click the Remove
        button. If you want to remove all prices older than a certain time,
        click on the Remove Old... button and enter the details in the dialog
        box.</para>


        <para>To support on-line quotations for a particular stock or mutual
        fund account, you must first enable on-line price quoting and select a
        price source. This is described in detail in the To Create a New
        Account (<xref linkend="acct-create"></xref>) section of Setting up And Editing
        Accounts. Once on-line quotes are enabled, you can update prices for your stocks and
        mutual funds by clicking the Get Quotes button.</para>
      </sect3>

      <sect3 id="tool-security-edit">
        <title>Security Editor</title>


        <para>The Security Editor is used to create and edit commodities that
        are used by mutual fund and stock type accounts. It also shows the
        details of National Currencies that are used by GnuCash.</para>


        <para>Each entry in the editor shows the details used by the
        commodity:</para>


        <itemizedlist>
          <listitem>
            <para>Type: Indicates for stocks the exchange on which a stock is
            traded. For mutual funds use the FUND type. If your commodity is
            not of one of these types, you can create a new type by typing it
            in the box. For national currencies the type is ISO4217. ISO-4217
            is an international standard which defines unique three-letter
            symbols for each currency. National currencies are not user
            editable.</para>
          </listitem>

          <listitem>
            <para>Symbol: Indicates the symbol or abbreviation for the
            commodity. This is usually the ticker symbol (for stocks) or other
            unique abbreviation for the commodity. If the commodity is traded
            on any public exchange, it is important to use the same identifier
            used on that exchange. For national currencies the symbol is the
            ISO-4217 currency code.</para>
          </listitem>

          <listitem>
            <para>Name: The full name of the commodity is a recognizable name
            such as "US Dollars" or "IBM Common Stock".</para>
          </listitem>

          <listitem>
            <para>Code: This is any numeric or alphanumeric code that is used
            to identify the commodity. The CUSIP code is a unique identifying
            numeric string that is associated with every stock, bond or mutual
            fund, and most kinds of tradable options, futures and
            commodities. This code is not required.</para>
          </listitem>

          <listitem>
            <para>Fraction: This is the smallest traded unit of the commodity,
            expressed as a fraction of a single nominal unit. This unit is
            used by GnuCash accounts as the default fraction for trades in the
            commodity.</para>
          </listitem>
        </itemizedlist>


        <para>To add a new commodity, click on Add, and enter the details of
        the commodity into the New Currency/Security dialog box. To edit an
        existing commodity, select the commodity from the Commodities list,
        click the Edit button, and edit the New Currency/Security dialog box.
        To remove a commodity, select the commodity and click the Remove
        button.</para>


        <para>To show the details for National Currencies click the Show
        National Currencies check-box.</para>
      </sect3>

      <sect3 id="tool-calc">
        <title>Financial Calculator</title>


        <para>The Financial Calculator is used to calculate compound interest.
        It provides a way of entering four of the five parameters of a
        compound interest calculation and then calculating the remaining
        figure.</para>


        <para>The calculator is split into two panes. The left pane has five
        fields with a Calculate button and a Clear button. The Calculate
        button is used to select the figure to calculate. The Clear button is
        used to clear any amount in the field.</para>


        <itemizedlist>
          <listitem>
            <para>Payment Periods: This field is used to select the number of
            payments you wish to use in the calculation.</para>
          </listitem>

          <listitem>
            <para>Interest Rate: This field is used for the interest rate
            percentage.</para>
          </listitem>

          <listitem>
            <para>Present Value: This field usually contains the amount you
            have borrowed. It is the base amount you wish to compound.</para>
          </listitem>

          <listitem>
            <para>Periodic Payment: This field contains the amount that is the
            payment for the period selected (IE monthly, weekly, etc). If it
            is for repaying a loan it should be a negative number.</para>
          </listitem>

          <listitem>
            <para>Future Value: This field contains the final value at the end
            of the periods above. If we are repaying a loan in full it would
            be '0'.</para>
          </listitem>
        </itemizedlist>


        <para>The right pane contains buttons to select what sort of payments
        and compounding is used for the left pane calculations.</para>


        <itemizedlist>
          <listitem>
            <para>Compounding: This button allows you to select the interval
            used if the Discrete Compounding button is selected.</para>
          </listitem>

          <listitem>
            <para>Payments: This button allows you to select the interval used
            for the Payment Periods field.</para>
          </listitem>

          <listitem>
            <para>End of Period Payments: Use this button if the payment is at
            the end of the period.</para>
          </listitem>

          <listitem>
            <para>Beginning of Period Payments: Use this button if the payment
            is at the beginning of the period.</para>
          </listitem>

          <listitem>
            <para>Discrete Compounding: This button is used where interest is
            charged at a discrete interval defined by the Compounding button
            above.</para>
          </listitem>

          <listitem>
            <para>Continuous Compounding: This button is used when the
            interest is charged continuously.</para>
          </listitem>

          <listitem>
            <para>Payment Total: This field shows the total amount
            paid.</para>
          </listitem>
        </itemizedlist>


        <para>Examples of using the Financial Calculator are given in the
        Tutorial and Concepts Guide.</para>
      </sect3>

      <sect3 id="tool-reconcile">
        <title>Reconcile Window</title>

        <para>The Reconcile Window is used to reconcile bank statements to
        GnuCash accounts. It provides access to various GnuCash functions to
        make it easy to enter and update account information during the
        reconciliation.</para>


        <para>The Reconcile Window is accessed in the Account Tree Window by
        going to Actions -&gt; Reconcile... (menu shortcut Ctrl-R). In the
        Account Register Window it is accessed by going to Actions -&gt;
        Reconcile...</para>

        <table frame="topbot" id="Tools-ReconcileWin">
          <title>Components of the Reconcile Window.</title>

          <tgroup cols="2">
            <thead>
              <row>
                <entry><para>Component</para></entry>

                <entry><para>Description</para></entry>
              </row>
            </thead>

            <tbody>
              <row>
                <entry><para>Menu bar</para></entry>

                <entry><para>Contains the Menus used in the Reconcile
                  Window.</para></entry>
              </row>

              <row>
                <entry><para>Tool Bar</para></entry>

                <entry><para>Contains buttons used to access common Reconcile
                  Window tasks.</para></entry>
              </row>

              <row>
                <entry><para>Funds In</para></entry>

                <entry><para>Contains a list of funds deposited in the
                  account.</para></entry>
              </row>

              <row>
                <entry><para>Funds Out</para></entry>

                <entry><para>Contains a list of funds withdrawn from the
                  account.</para></entry>
              </row>

              <row>
                <entry><para>Balance Pane</para></entry>

                <entry><para>Contains a list of balances to use in
                  reconciling.</para></entry>
              </row>
            </tbody>
          </tgroup>
        </table>


        <sect4 id="rec-menus">
          <title>Menus</title>

          <para>The following tables describe menus in the Reconcile
          Window.</para>

          <table frame="topbot" id="tool-reconcile-menu">
            <title>Reconcile Menu - Access to Reconcile Information and
          finishing or postponing.</title>

            <tgroup cols="2">
              <thead>
                <row>
                  <entry><para>Menu Item</para></entry>

                  <entry><para>Description</para></entry>
                </row>
              </thead>

              <tbody>
                <row>
                  <entry><para>Reconcile Information</para></entry>

                  <entry><para></para></entry>
                </row>

                <row>
                  <entry><para>Finish</para></entry>

                  <entry><para></para></entry>
                </row>

                <row>
                  <entry><para>Postpone</para></entry>

                  <entry><para></para></entry>
                </row>

                <row>
                  <entry><para>Cancel</para></entry>

                  <entry><para></para></entry>
                </row>
              </tbody>
            </tgroup>
          </table>


          <table frame="topbot" id="tool-rec-account">
            <title>Account Menu - Access to account operations.</title>

            <tgroup cols="2">
              <thead>
                <row>
                  <entry><para>Menu Item</para></entry>

                  <entry><para>Description</para></entry>
                </row>
              </thead>

              <tbody>
                <row>
                  <entry><para>Open Account</para></entry>

                  <entry><para></para></entry>
                </row>

                <row>
                  <entry><para>Edit Account</para></entry>

                  <entry><para></para></entry>
                </row>

                <row>
                  <entry><para>Transfer...</para></entry>

                  <entry><para></para></entry>
                </row>

                <row>
                  <entry><para>Check</para></entry>

                  <entry><para></para></entry>
                </row>
              </tbody>
            </tgroup>
          </table>


          <table frame="topbot" id="tool-rec-trans">
            <title>Transaction Menu - Access to transaction editing
          operations.</title>

            <tgroup cols="2">
              <thead>
                <row>
                  <entry><para>Menu Item</para></entry>

                  <entry><para>Description</para></entry>
                </row>
              </thead>

              <tbody>
                <row>
                  <entry><para>New</para></entry>

                  <entry><para></para></entry>
                </row>

                <row>
                  <entry><para>Edit</para></entry>

                  <entry><para></para></entry>
                </row>

                <row>
                  <entry><para>Delete</para></entry>

                  <entry><para></para></entry>
                </row>
              </tbody>
            </tgroup>
          </table>


          <table frame="topbot" id="tool-rec-help">
            <title>Help Menu - Access to help.</title>

            <tgroup cols="2">
              <thead>
                <row>
                  <entry><para>Menu Item</para></entry>

                  <entry><para>Description</para></entry>
                </row>
              </thead>

              <tbody>
                <row>
                  <entry><para>Help</para></entry>

                  <entry><para></para></entry>
                </row>
              </tbody>
            </tgroup>
          </table>

        </sect4>

        <sect4 id="rec-toolbar">
          <title>Tool Bar Buttons</title>

          <para>The Reconcile Window has a tool bar to access quickly some
          common functions used with reconciliation.</para>

          <table frame="topbot" id="tool-rec-toolbar">
            <title>Reconcile Window Tool Bar</title>

            <tgroup cols="2">
              <thead>
                <row>
                  <entry><para>Tool Bar Button</para></entry>

                  <entry><para>Description</para></entry>
                </row>
              </thead>

              <tbody>
                <row>
                  <entry><para>New</para></entry>

                  <entry><para></para></entry>
                </row>

                <row>
                  <entry><para>Edit</para></entry>

                  <entry><para></para></entry>
                </row>

                <row>
                  <entry><para>Delete</para></entry>

                  <entry><para></para></entry>
                </row>

                <row>
                  <entry><para>Open</para></entry>

                  <entry><para></para></entry>
                </row>

                <row>
                  <entry><para>Finish</para></entry>

                  <entry><para></para></entry>
                </row>
              </tbody>
            </tgroup>
          </table>

        </sect4>

        <sect4 id="rec-main">
          <title>Reconciling Window</title>

          <para>The Funds In pane shows all unreconciled deposits to the
          account.</para>

          <itemizedlist>
            <listitem>
              <para>Date: The date of the unreconciled transaction.</para>
            </listitem>

            <listitem>
              <para>Num: The number of the unreconciled transaction.</para>
            </listitem>

            <listitem>
              <para>Description: The Description of the unreconciled
              transaction.</para>
            </listitem>

            <listitem>
              <para>Amount: The Amount of the unreconciled transaction.</para>
            </listitem>

            <listitem>
              <para>R: Shows a green tick if the transaction will be
              reconciled when done.</para>
            </listitem>
          </itemizedlist>

          <para>The Funds Out pane shows all unreconciled expenses from the
          account.</para>

          <itemizedlist>
            <listitem>
              <para>Date: The date of the unreconciled transaction.</para>
            </listitem>

            <listitem>
              <para>Num: The number of the unreconciled transaction.</para>
            </listitem>

            <listitem>
              <para>Description: The Description of the unreconciled
              transaction.</para>
            </listitem>

            <listitem>
              <para>Amount: The Amount of the unreconciled transaction.</para>
            </listitem>

            <listitem>
              <para>R: Shows a green tick if the transaction will be
              reconciled when done.</para>
            </listitem>
          </itemizedlist>

          <para>The Balance pane shows the balances used in
          reconciliation.</para>

          <itemizedlist>
            <listitem>
              <para>Starting Balance: The balance at the end of the last
              reconciliation.</para>
            </listitem>

            <listitem>
              <para>Ending Balance: The balance entered from the
              statement.</para>
            </listitem>

            <listitem>
              <para>Reconciled Balance: The balance of selected
              transactions.</para>
            </listitem>

            <listitem>
              <para>Difference: The difference between the Reconciled and
              Ending Balances.</para>
            </listitem>
          </itemizedlist>

        </sect4>
      </sect3>

      <sect3 id="tool-find">
        <title>Find Transactions</title>

        <para>Find Transactions is used to search for transactions in GnuCash
        and display the results in a register window. The title bar of the
        Find Transactions dialog contains 'Search For...' and the first line
        of the dialog has 'Split Search'. In other search dialogs used in
        GnuCash the first line contains a different description but the same
        basic layout.</para>

        <para>To open the Find Transactions dialog in the Account Tree Window
        go to the Tools menu and select Find Transactions or type menu
        shortcut Ctrl-F. To open the Find Transactions dialog in the Account
        Register Window go to the Edit menu and select Find... or type menu
        shortcut F6.</para>

        <para>There are two panes in the search dialog. The top pane contains
        the Search Criteria buttons and the bottom pane contains the Type of
        Search selection.</para>

        <para>There are two buttons in the top of the Search Criteria pane.
        The left button allows you to add another criteria row to search for
        multiple criteria. The existing criteria row needs to be completed
        before adding a new row. The right button is used to Search for items
        where all criteria are met or Search for items where any criteria are
        met. The all criteria are met search requires all of the criteria rows
        to have at least one match. The any criteria are met search requires
        only one of the criteria rows to be matched.</para>

        <para>The criteria row is used to combine different criteria buttons.
        The following table describes the possible button combinations (regex
        means regular expression search);</para>

        <table frame="topbot" id="tool-find-buttons">
          <title>Search criteria buttons.</title>

          <tgroup cols="8">
            <thead>
              <row>
                <entry><para>Button 1</para></entry>

                <entry><para>Button2</para></entry>

                <entry><para>Button3</para></entry>

                <entry><para>Button4</para></entry>

                <entry><para>Button5</para></entry>

                <entry><para>Button 6</para></entry>

                <entry><para>Button 7</para></entry>

                <entry><para>Button 8</para></entry>
              </row>
            </thead>

            <tbody>
              <row>
                <entry><para>Description</para></entry>

                <entry><para>contains</para></entry>

                <entry><para>Criteria entry field</para></entry>

                <entry><para>Is entry Case Insensitive?</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Description</para></entry>

                <entry><para>does not contain</para></entry>

                <entry><para>Criteria entry field</para></entry>

                <entry><para>Is entry Case Insensitive?</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Description</para></entry>

                <entry><para>matches regex</para></entry>

                <entry><para>Criteria entry field</para></entry>

                <entry><para>Is entry Case Insensitive?</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Description</para></entry>

                <entry><para>does not match regex</para></entry>

                <entry><para>Criteria entry field</para></entry>

                <entry><para>Is entry Case Insensitive?</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Memo</para></entry>

                <entry><para>contains</para></entry>

                <entry><para>Criteria entry field</para></entry>

                <entry><para>Is entry Case Insensitive?</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Memo</para></entry>

                <entry><para>does not contain</para></entry>

                <entry><para>Criteria entry field</para></entry>

                <entry><para>Is entry Case Insensitive?</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Memo</para></entry>

                <entry><para>matches regex</para></entry>

                <entry><para>Criteria entry field</para></entry>

                <entry><para>Is entry Case Insensitive?</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Memo</para></entry>

                <entry><para>does not match regex</para></entry>

                <entry><para>Criteria entry field</para></entry>

                <entry><para>Is entry Case Insensitive?</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Number</para></entry>

                <entry><para>contains</para></entry>

                <entry><para>Criteria entry field</para></entry>

                <entry><para>Is entry Case Insensitive?</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Number</para></entry>

                <entry><para>does not contain</para></entry>

                <entry><para>Criteria entry field</para></entry>

                <entry><para>Is entry Case Insensitive?</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Number</para></entry>

                <entry><para>matches regex</para></entry>

                <entry><para>Criteria entry field</para></entry>

                <entry><para>Is entry Case Insensitive?</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Number</para></entry>

                <entry><para>does not match regex</para></entry>

                <entry><para>Criteria entry field</para></entry>

                <entry><para>Is entry Case Insensitive?</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Action</para></entry>

                <entry><para>contains</para></entry>

                <entry><para>Criteria entry field</para></entry>

                <entry><para>Is entry Case Insensitive?</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Action</para></entry>

                <entry><para>does not contain</para></entry>

                <entry><para>Criteria entry field</para></entry>

                <entry><para>Is entry Case Insensitive?</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Action</para></entry>

                <entry><para>matches regex</para></entry>

                <entry><para>Criteria entry field</para></entry>

                <entry><para>Is entry Case Insensitive?</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Action</para></entry>

                <entry><para>does not match regex</para></entry>

                <entry><para>Criteria entry field</para></entry>

                <entry><para>Is entry Case Insensitive?</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Note</para></entry>

                <entry><para>contains</para></entry>

                <entry><para>Criteria entry field</para></entry>

                <entry><para>Is entry Case Insensitive?</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Note</para></entry>

                <entry><para>does not contain</para></entry>

                <entry><para>Criteria entry field</para></entry>

                <entry><para>Is entry Case Insensitive?</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Note</para></entry>

                <entry><para>matches regex</para></entry>

                <entry><para>Criteria entry field</para></entry>

                <entry><para>Is entry Case Insensitive?</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Note</para></entry>

                <entry><para>does not match regex</para></entry>

                <entry><para>Criteria entry field</para></entry>

                <entry><para>Is entry Case Insensitive?</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Date Posted</para></entry>

                <entry><para>is before</para></entry>

                <entry><para>Date selection field</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Date Posted</para></entry>

                <entry><para>is before or on</para></entry>

                <entry><para>Date selection field</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Date Posted</para></entry>

                <entry><para>is on</para></entry>

                <entry><para>Date selection field</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Date Posted</para></entry>

                <entry><para>is not on</para></entry>

                <entry><para>Date selection field</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Date Posted</para></entry>

                <entry><para>is after</para></entry>

                <entry><para>Date selection field</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Date Posted</para></entry>

                <entry><para>is on or after</para></entry>

                <entry><para>Date selection field</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Value</para></entry>

                <entry><para>has credits or debits</para></entry>

                <entry><para>less than</para></entry>

                <entry><para>Amount entry field</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Value</para></entry>

                <entry><para>has credits or debits</para></entry>

                <entry><para>less than or equal to</para></entry>

                <entry><para>Amount entry field</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Value</para></entry>

                <entry><para>has credits or debits</para></entry>

                <entry><para>equal to</para></entry>

                <entry><para>Amount entry field</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Value</para></entry>

                <entry><para>has credits or debits</para></entry>

                <entry><para>not equal to</para></entry>

                <entry><para>Amount entry field</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Value</para></entry>

                <entry><para>has credits or debits</para></entry>

                <entry><para>greater than</para></entry>

                <entry><para>Amount entry field</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Value</para></entry>

                <entry><para>has credits or debits</para></entry>

                <entry><para>greater than or equal to</para></entry>

                <entry><para>Amount entry field</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Value</para></entry>

                <entry><para>has credits</para></entry>

                <entry><para>less than</para></entry>

                <entry><para>Amount entry field</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Value</para></entry>

                <entry><para>has credits</para></entry>

                <entry><para>less than or equal to</para></entry>

                <entry><para>Amount entry field</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Value</para></entry>

                <entry><para>has credits</para></entry>

                <entry><para>equal to</para></entry>

                <entry><para>Amount entry field</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Value</para></entry>

                <entry><para>has credits</para></entry>

                <entry><para>not equal to</para></entry>

                <entry><para>Amount entry field</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Value</para></entry>

                <entry><para>has credits</para></entry>

                <entry><para>greater than</para></entry>

                <entry><para>Amount entry field</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Value</para></entry>

                <entry><para>has credits</para></entry>

                <entry><para>greater than or equal to</para></entry>

                <entry><para>Amount entry field</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Value</para></entry>

                <entry><para>has debits</para></entry>

                <entry><para>less than</para></entry>

                <entry><para>Amount entry field</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Value</para></entry>

                <entry><para>has debits</para></entry>

                <entry><para>less than or equal to</para></entry>

                <entry><para>Amount entry field</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Value</para></entry>

                <entry><para>has debits</para></entry>

                <entry><para>equal to</para></entry>

                <entry><para>Amount entry field</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Value</para></entry>

                <entry><para>has debits</para></entry>

                <entry><para>not equal to</para></entry>

                <entry><para>Amount entry field</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Value</para></entry>

                <entry><para>has debits</para></entry>

                <entry><para>greater than</para></entry>

                <entry><para>Amount entry field</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Value</para></entry>

                <entry><para>has debits</para></entry>

                <entry><para>greater than or equal to</para></entry>

                <entry><para>Amount entry field</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Shares</para></entry>

                <entry><para>less than</para></entry>

                <entry><para>Amount entry field</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Shares</para></entry>

                <entry><para>less than or equal to</para></entry>

                <entry><para>Amount entry field</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Shares</para></entry>

                <entry><para>equal to</para></entry>

                <entry><para>Amount entry field</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Shares</para></entry>

                <entry><para>not equal to</para></entry>

                <entry><para>Amount entry field</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Shares</para></entry>

                <entry><para>greater than</para></entry>

                <entry><para>Amount entry field</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Shares</para></entry>

                <entry><para>greater than or equal to</para></entry>

                <entry><para>Amount entry field</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Share Price</para></entry>

                <entry><para>less than</para></entry>

                <entry><para>Amount entry field</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Share Price</para></entry>

                <entry><para>less than or equal to</para></entry>

                <entry><para>Amount entry field</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Share Price</para></entry>

                <entry><para>equal to</para></entry>

                <entry><para>Amount entry field</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Share Price</para></entry>

                <entry><para>not equal to</para></entry>

                <entry><para>Amount entry field</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Share Price</para></entry>

                <entry><para>greater than</para></entry>

                <entry><para>Amount entry field</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Share Price</para></entry>

                <entry><para>greater than or equal to</para></entry>

                <entry><para>Amount entry field</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Reconcile</para></entry>

                <entry><para>is</para></entry>

                <entry><para>Not Cleared</para></entry>

                <entry><para>Cleared</para></entry>

                <entry><para>Reconciled</para></entry>

                <entry><para>Frozen</para></entry>

                <entry><para>Voided</para></entry>

                <entry><para>Remove row</para></entry>
              </row>

              <row>
                <entry><para>Reconcile</para></entry>

                <entry><para>is not</para></entry>

                <entry><para>Not Cleared</para></entry>

                <entry><para>Cleared</para></entry>

                <entry><para>Reconciled</para></entry>

                <entry><para>Frozen</para></entry>

                <entry><para>Voided</para></entry>

                <entry><para>Remove row</para></entry>
              </row>

              <row>
                <entry><para>Balanced</para></entry>

                <entry><para>is</para></entry>

                <entry><para>set true</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Balanced</para></entry>

                <entry><para>is not</para></entry>

                <entry><para>set true</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Account</para></entry>

                <entry><para>matches any account</para></entry>

                <entry><para>Choose Accounts</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>Account</para></entry>

                <entry><para>matches no account</para></entry>

                <entry><para>Choose Accounts</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>

              <row>
                <entry><para>All Accounts</para></entry>

                <entry><para>matches all account</para></entry>

                <entry><para>Choose Accounts</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>
            </tbody>
          </tgroup>
        </table>

        <para>The Account button performs a search where the accounts selected
        in the Choose Accounts dialog will both be searched individually for
        results. This means that a match in any of the selected accounts will
        either be displayed (matches any account) or discarded (matches no
        account).</para>

        <para>The All Accounts button performs a search where accounts
        selected in the Choose Accounts dialog will only return results that
        match in both accounts.</para>

        <para>There are four selections in the Type of Search pane. When a new
        search is started only the New Search button is selectable. The other
        buttons become selectable only when the Search Results register window
        is visible.</para>

        <itemizedlist>
          <listitem>
            <para>New Search: Perform a new transaction search</para>
          </listitem>

          <listitem>
            <para>Refine current search: Search within the results of the
            previous search.</para>
          </listitem>

          <listitem>
            <para>Add results to current search: Search based on the first set
            of criteria or the new criteria.</para>
          </listitem>

          <listitem>
            <para>Delete results from current search: Discard any results that
            match the previous search results.</para>
          </listitem>
        </itemizedlist>
      </sect3>
    </sect2>

  </sect1>

  <sect1 id="setup-accounts">
      <title>Setting Up And Editing Accounts</title>

<note><para>This section is a "work in process" all of the material has not been reviewed for V2.0.
While it may not be strictly accurate, it is at least a "guide".</para></note>

      <para></para>
      <para>This section describes the process of setting up GnuCash Accounts. In GnuCash an
        Account is used as the basic tool to organize the recording of where money comes from
        and goes to. GnuCash also extends the concept of real world accounts such as a bank
        account or loan account to grouping income and expense accounts. This allows to to
        quickly see where you spent your money and what your major income and expenses are.
        GnuCash sets Account Types (as described in the next section) to help in organizing
        and grouping accounts. Account Types can be used to create a Chart of Accounts.
      </para>

      <sect2 id="acct-types">
        <title>Types of GnuCash Accounts</title>

        <para></para>
        <para>GnuCash supports a number of different account types. It is recommended to
         choose an appropriate account type based on the list of account types described
         below.</para>

        <table frame="topbot" id="TypeAccounts">
         <title>Types of GnuCash Accounts.</title>
          <tgroup cols="2">
            <thead>
              <row>
                <entry><para>Account Type</para></entry>
                <entry><para>Description</para></entry>
              </row>
            </thead>
            <tbody>
              <row>
                <entry><para>Accounts Payable</para></entry>
                <entry><para>Accounts Payable are used by businesses to record amounts that
                 must be paid. Example: The business has bought something, but the business
                 has not paid the bill until later.</para>
                  <note><para>Previous versions of this help defined A/P and A/R the other way
                   round.</para></note>
                </entry>
              </row>
              <row>
                <entry><para>Accounts Receivable</para></entry>
                <entry><para>Accounts Receivable records amounts for which money
                 has not yet been received. Example: A business has sold something and
                 issued a bill, but the client has not payed until later.</para>
                  <note><para>Previous versions of this help defined A/P and A/R the other way
                   round.</para></note>
                </entry>
              </row>

              <row>
                <entry><para>Asset</para></entry>
                <entry><para>Asset accounts are used for tracking things that are of
		 value and can be used or sold to pay debts. (Normally a placeholder account)
                 </para></entry>
              </row>

              <row>
                <entry><para>Bank</para></entry>
                <entry><para>The Bank account type denotes savings or checking accounts
                 held at a bank or other financial institution. Some of these accounts may
                 bear interest. This is also the appropriate account type for check (debit)
                 cards, which directly withdraw payments from a checking account. </para></entry>
              </row>

              <row>
                <entry><para>Cash</para></entry>
                <entry><para>The Cash account type is used to denote the cash that you store
                 in your wallet, shoe box, piggyback, or mattress.</para></entry>
              </row>

              <row>
                <entry><para>Credit Card</para></entry>
                <entry><para>The Credit Card account type is used to denote credit card
                 accounts, both for cards that allow floating lines of credit (e.g. VISA,
                 MasterCard, or Discover) and with cards that do not permit continuing
                 balances (e.g. American Express) </para></entry>
              </row>
              <row>
                <entry><para>Currency</para></entry>
                <entry><para>Currency Accounts are used for trading currencies.</para></entry>
              </row>
              <row>
                <entry><para>Equity</para></entry>
                <entry><para>Equity accounts are used to store the opening balances when you
                 first start using GnuCash or start a new accounting period.</para></entry>
              </row>
              <row>
                <entry><para>Expense</para></entry>
                <entry><para>Any expense such as food, clothing, taxes, etc. This type is
                 called a category in Quicken.</para></entry>
              </row>
              <row>
                <entry><para>Income</para></entry>
                <entry><para>Any income received from sources such as salary, interest,
                 dividends, etc. This type is called a category in Quicken.</para></entry>
              </row>
              <row>
                <entry><para>Liability</para></entry>
                <entry><para>Liability accounts are used for tracking debts or financial
                 obligations. (Normally a placeholder account)</para></entry>
              </row>
              <row>
                <entry><para>Mutual Fund</para></entry>
                <entry><para>A professionally managed portfolio of stocks and bonds or other
                 investments divided up into shares.</para></entry>
              </row>
              <row>
                <entry><para>Stock</para></entry>
                <entry><para>A share of ownership in a corporation, which entitles its owner
                 to all the risks and rewards that go with it.</para></entry>
              </row>
            </tbody>
          </tgroup>
        </table>
        <para></para>
        <para>The New Account Hierarchy Setup druid described in the first section of this
         help is a convenient way of setting up a set of accounts to use as a framework of
         account types.</para>
        <para></para>
        <para>When new accounts are created the available choices of account types are grayed
         out according to what type the parent account is. The following list contains the
         possible choices.</para>
        <para></para>
        <itemizedlist>
          <listitem>
            <para>Accounts Payable: All accounts except Equity, Expense and Income can be
             child accounts.</para>
          </listitem>
          <listitem>
            <para>Accounts Receivable: All accounts except Equity, Expense and Income can be
             child accounts.</para>
          </listitem>
          <listitem>
            <para>Asset: All accounts except Equity, Expense and Income can be child accounts.
            </para>
          </listitem>
          <listitem>
            <para>Bank: All accounts except Equity, Expense and Income can be child accounts.
            </para>
          </listitem>
          <listitem>
            <para>Cash: All accounts except Equity, Expense and Income can be child accounts.
            </para>
          </listitem>
          <listitem>
            <para>Credit Card: All accounts except Equity, Expense and Income can be child
             accounts.</para>
          </listitem>
          <listitem>
            <para>Currency: All accounts except Equity, Expense and Income can be child
             accounts.</para>
          </listitem>
          <listitem>
            <para>Equity: Only Equity accounts can be child accounts.</para>
          </listitem>
          <listitem>
            <para>Expense: Only Expense or Income accounts can be child accounts.</para>
          </listitem>
          <listitem>
            <para>Income: Only Expense or Income accounts can be child accounts.</para>
          </listitem>
          <listitem>
            <para>Liability: All accounts except Equity, Expense and Income can be child
             accounts.</para>
          </listitem>
          <listitem>
            <para>Mutual Fund: All accounts except Equity, Expense and Income can be child
             accounts.</para>
          </listitem>
          <listitem>
            <para>Stock: All accounts except Equity, Expense and Income can be child accounts.
            </para>
          </listitem>
        </itemizedlist>
        <para></para>
      </sect2>

      <sect2 id="chart-create">
        <title>To Create a Chart of Accounts</title>
        <para></para>
        <para>The Chart of Accounts is like a table of contents for your finances. The best
         way to conceptualize a chart of accounts is as a tree. The main branches represent
         entire categories or groups, while the leaves of the tree denote individual bank
         accounts or expense categories. When a summary report is requested, typically only
         the main branches are shown in the report, rather than the individual accounts. For
         example, a chart of accounts might look like the following:

	&chartacctseg;

	</para>

        <para></para>
        <para>Note that accounts not only have names; they have codes, to order the accounts.
         When a report is generated, the sort order is determined by the numbering. It's
         customary to have the leaf accounts end in non-zero digits, while parent nodes have
         increasing numbers of zeros. </para>
        <para></para>
        <para>GnuCash does not prevent duplicate numbering, although we would encourage you
         to avoid this. Account codes are treated as numbers in base-36, thus, if you run out
         of numbers, you can use the letters, a through z.</para>
        <para></para>
        <para>A sample chart of accounts is shown below. Each account is of a given account
         type. This example is a combination of some typical business and personal accounts.

	&chartofaccts;

	</para>
        <para></para>
      </sect2>

      <sect2 id="acct-create">
        <title>To Create a New Account</title>
        <para></para>
        <para>The New Account properties dialog consists of two tabs, the General Information
         tab and the Opening Balance tab. This dialog can be accessed by going to File -&gt;
         New Account... or by clicking the New toolbar icon in the Account Tree Window.
        </para>
        <para></para>
        <para>Creating a New Account involves planning in advance several details that are
         used in the New Account dialog. </para>
        <para></para>
        <itemizedlist>
          <listitem>
            <para>What type of account is needed .</para>
          </listitem>
          <listitem>
            <para>Where it fits in the structure of the Chart of Accounts.</para>
          </listitem>
          <listitem>
            <para>If there is an Opening Balance.</para>
          </listitem>
          <listitem>
            <para>If there is a Commodity needed for the account.</para>
          </listitem>
          <listitem>
            <para>If on-line updating of the commodity price is needed.</para>
          </listitem>
        </itemizedlist>
        <para></para>
        <para>These details are described below.</para>

        <sect3 id="gen-info">
          <title>General Information</title>

          <para>The General Information tab is used to access the basic information about the
           account. It provides a way of connecting the account to stock information if it is
           one of the currency, mutual fund or stock account types. It can also be flagged as
           a Tax Related or Placeholder account.</para>

          <para>There are five panes in this tab. Below the panes are check-boxes to mark the
           account as Tax Related and a Placeholder account. The Tax Related check-box means
           that this account has been flagged to be included in Tax Exports. This flag should
           only be set for Income and Expense type accounts. The Placeholder check-box means
           this account is not used for transaction data. This check-box is used to enable a
           hierarchy or chart of accounts to be setup.</para>

          <para>The top pane contains the Account Information.</para>

          <itemizedlist>
            <listitem>
              <para>Account Information: Enter a name for the account such as First Bank
               Checking.</para>
            </listitem>
            <listitem>
              <para>Description: This is an optional description for the account.</para>
            </listitem>
            <listitem>
              <para>Commodity: For most accounts this should be the default, USD (US Dollar)
               or your local currency symbol. If this account is for a foreign currency then
               use the Select... button to choose a different currency in the Select
               currency/security dialog. Use the Select... button to choose a security if this
               is a mutual fund or stock account.</para>
            </listitem>
            <listitem>
              <para>Select currency/security: To select a different currency click the
               Currency/security: drop down list and choose the currency symbol you need. To
               create a security for mutual fund and stock accounts select the New... button to
               bring up the New Currency/Security dialog. After the security is created select
               the Type:(usually the exchange the security is traded on) and the name in the
               Currency/security: drop down list.</para>
            </listitem>

            <listitem>
              <para>New Currency/Security: The options here are described in detail in the
               Security Editor section. Fill in a name, symbol and type.</para>
            </listitem>

            <listitem>
              <para>Account Code: Enter an optional number code as described in the To Create
               a Chart of Accounts section.</para>
            </listitem>
          </itemizedlist>

          <para>The next pane contains a list of Account Types. Select a type from the
           descriptions in the Types of GnuCash Accounts section.</para>

          <para>The next pane contains an account tree to choose a Parent Account. To create a
           new account tree select New top level account. If the parent account is a certain
           type, then several of the choices in Account Type become  out. For example if the
           Parent Account is Assets then Equity, Expense and Income become  This is to help
           maintain a proper account structure for the Chart of Accounts.</para>

          <para>The next pane is the Price Quote Source pane. </para>

          <itemizedlist>
            <listitem>
              <para>Get On-line Quotes: This check-box is only enabled when currency, mutual
               fund or stock account types are selected. It is used to enable this account to
               have quotes downloaded from an on-line source.</para>
            </listitem>

            <listitem>
              <para>The source for price quotes: Select a quote source from the pull-down menu.
               Currently supported quote sources include Yahoo, Yahoo Europe, Fidelity
               Investments, T. Rowe Price, the Vanguard Group, the Australian Stock Exchange
               (ASX) and TIAA-CREF. Note that Yahoo will provide price quotes for many mutual
               funds including Fidelity, T.Rowe Price and Vanguard, and that the quoted prices
               at Yahoo should be identical to those that may be found at the source sites. If
               you choose Yahoo Europe, you should append the market code for the security,
               such as PA for Paris, BE for Berlin, etc. Example: 12150.PA (a Peugeot security
               in the Paris market).  <xref linkend="Code4EurMrks"></xref> and
               <xref linkend="PsSymbs-TIAA-CREF"></xref> below list codes for various markets.
              </para>
            </listitem>

            <listitem>
              <para>Timezone for these quotes: Select the timezone for the source of the
               on-line quotes you are receiving. For example, Yahoo normally quotes Eastern
               timezone, so choose America/New York if you use that quote source.</para>
            </listitem>
          </itemizedlist>

          <note><para>The set of steps needed to properly enable on-line quote updating with
           the Price Editor are;</para>

          <itemizedlist>
            <listitem>
              <para>Create the mutual fund or stock with either the Security Editor or the
               New Currency/Security dialog described above.</para>
            </listitem>

            <listitem>
              <para>Create the Account for the mutual fund or stock with it listed in the
               Commodity field.</para>
            </listitem>

            <listitem>
              <para>Select On-line Quotes, the source for price quotes and Timezone.</para>
            </listitem>

            <listitem>
             <para>To determine if the Perl module Finance::Quote is already installed on
              your system, type <quote>perldoc Finance::Quote</quote> in a terminal window
              and check to see if there is any documentation available. If you see the
              documentation, then the module is installed, if you do not see the
              documentation, then it has not been installed.</para>

             <para>To install Finance::Quote;</para>
              <orderedlist>
               <listitem>
		<para>Close any GnuCash applications you have running.</para>
		</listitem>
               <listitem>
		<para>Locate the folder where GnuCash is installed by searching for 
		<quote>gnc-fq-update</quote> (without the quotes).</para>
		</listitem>
               <listitem>
		<para>Change to that directory, open a root shell and run the command
              <quote>gnc-fq-update</quote> (without the quotation marks). This will
              launch a Perl CPAN update session that will go out onto the Internet and
              install the Finance::Quote module on your system.</para>
		<para>The gnc-fq-update program is interactive, however, with most systems 
		you should be able to answer <quote>no</quote> to the first question: 			<quote>Are you ready for manual configuration? [yes]</quote> and the 			update will continue automatically from that point.</para>
              </listitem>

             </orderedlist>
             <para>After installation is complete, you should run the <quote>gnc-fq-dump</quote>
              test program, in the same directory, distributed with GnuCash to test
              if Finance::Quote is installed and working properly.</para>

             <note>
              <para>If you feel uncomfortable about performing any of these steps,
               please either email the GnuCash-user mailing list 
               (<email>gnucash-user@gnucash.org</email>) for help or come to the GnuCash IRC
               channel on irc.gnome.org. You can also leave out this step and manually update
               your stock prices.</para>
             </note>
            </listitem>

            <listitem>
              <para>Add a commodity to the Price Editor as described in the Price Editor
               section of Tool Windows.</para>
            </listitem>

            <listitem>
              <para>Select Get Quotes in the Price Editor.</para>
            </listitem>
          </itemizedlist>
          </note>

          <para>If you wish to update price quotes from the command line, you can do so by
           the following command;</para>

          <para><userinput>gnucash --add-price-quotes &lt;gnucash-file-name&gt;</userinput>
          </para>

          <para>Code List for European Markets</para>

          <table frame="topbot" id="Code4EurMrks">
           <title>Code List for European Markets</title>
            <tgroup cols="2">
              <thead>
                <row>
                  <entry><para>Code</para></entry>
                  <entry><para>Market</para></entry>
                </row>
              </thead>
              <tbody>
                <row>
                  <entry><para>BC</para></entry>
                  <entry><para>Barcelona</para></entry>
                </row>
                <row>
                  <entry><para>BE</para></entry>
                  <entry><para>Berlin</para></entry>
                </row>
                <row>
                  <entry><para>BI</para></entry>
                  <entry><para>Bilbao</para></entry>
                </row>
                <row>
                  <entry><para>BR</para></entry>
                  <entry><para>Brême</para></entry>
                </row>
                <row>
                  <entry><para>CO</para></entry>
                  <entry><para>Copenhagen</para></entry>
                </row>
                <row>
                  <entry><para>D</para></entry>
                  <entry><para>Dusseldorf</para></entry>
                </row>
                <row>
                  <entry><para>F</para></entry>
                  <entry><para>Frankfurt</para></entry>
                </row>
                <row>
                  <entry><para>FX</para></entry>
                  <entry><para>Xetra</para></entry>
                </row>
                <row>
                  <entry><para>H</para></entry>
                  <entry><para>Hamburg</para></entry>
                </row>
                <row>
                  <entry><para>HA</para></entry>
                  <entry><para>Hanover</para></entry>
                </row>
                <row>
                  <entry><para>L</para></entry>
                  <entry><para>London</para></entry>
                </row>
                <row>
                  <entry><para>MA</para></entry>
                  <entry><para>Madrid</para></entry>
                </row>
                <row>
                  <entry><para>MC</para></entry>
                  <entry><para>Madrid (M.C.)</para></entry>
                </row>
                <row>
                  <entry><para>MI</para></entry>
                  <entry><para>Milan</para></entry>
                </row>
                <row>
                  <entry><para>MU</para></entry>
                  <entry><para>Munich</para></entry>
                </row>
                <row>
                  <entry><para>O</para></entry>
                  <entry><para>Oslo</para></entry>
                </row>
                <row>
                  <entry><para>PA</para></entry>
                  <entry><para>Paris</para></entry>
                </row>
                <row>
                  <entry><para>ST</para></entry>
                  <entry><para>Stockholm</para></entry>
                </row>
                <row>
                  <entry><para>SG</para></entry>
                  <entry><para>Stuttgart</para></entry>
                </row>
                <row>
                  <entry><para>VA</para></entry>
                  <entry><para>Valence</para></entry>
                </row>
              </tbody>
            </tgroup>
          </table>

          <table frame="topbot" id="PsSymbs-TIAA-CREF">
           <title>Pseudo-symbols that can be used for TIAA-CREF quotes</title>

            <tgroup cols="2">
              <thead>
                <row>
                  <entry><para>Name</para></entry>
                  <entry><para>Pseudo-symbol</para></entry>
                </row>
              </thead>
              <tbody>
                <row>
                  <entry><para>Bond Market</para></entry>
                  <entry><para>CREFbond</para></entry>
                </row>
                <row>
                  <entry><para>Equity Index</para></entry>
                  <entry><para>CREFequi</para></entry>
                </row>
                <row>
                  <entry><para>Global Equities</para></entry>
                  <entry><para>CREFglob</para></entry>
                </row>
                <row>
                  <entry><para>Growth</para></entry>
                  <entry><para>CREFgrow</para></entry>
                </row>
                <row>
                  <entry><para>Inflation-Linked Bond</para></entry>
                  <entry><para>CREFinfb</para></entry>
                </row>
                <row>
                  <entry><para>Money Market</para></entry>
                  <entry><para>CREFmony</para></entry>
                </row>
                <row>
                  <entry><para>Social Choice</para></entry>
                  <entry><para>CREFsoci</para></entry>
                </row>
                <row>
                  <entry><para>Stock</para></entry>
                  <entry><para>CREFstok</para></entry>
                </row>
                <row>
                  <entry><para>Teachers PA Select Stock</para></entry>
                  <entry><para>TIAAsele</para></entry>
                </row>
                <row>
                  <entry><para>Teachers PA Stock Index</para></entry>
                  <entry><para>TIAAsndx</para></entry>
                </row>
                <row>
                  <entry><para>TIAA Real Estate</para></entry>
                  <entry><para>TIAAreal</para></entry>
                </row>
              </tbody>
            </tgroup>
          </table>

          <para>The last pane is the Notes pane. This is used for any additional notes about
           the account.</para>

        </sect3>

        <sect3 id="open-balance">
          <title>Opening Balance</title>

          <para>The Opening Balance tab is visible only when creating a new account. It is
           used to record the beginning balance for an account. This allows it to be used for
           two different scenarios. If using GnuCash for the first time to record transactions,
           it can be used as a beginning balance. If the accounts in use are closed at the end
           of a period and new accounts are created, it is used to close and carry balances
           forward.</para>

          <para>There are three panes in this tab. The top pane contains the Balance
           Information.</para>

          <itemizedlist>
            <listitem>
              <para>Balance: Enter here the balance to start the account with.</para>
            </listitem>
            <listitem>
              <para>Date: Choose here the date the opening balance should be recorded.</para>
            </listitem>
          </itemizedlist>

          <para>The next pane is the Transfer Type pane.</para>

          <itemizedlist>
            <listitem>
              <para>Use Opening Balances Equity account: This transfers the opening balance
               for the account from a standard Equity account called Opening Balances.</para>
            </listitem>
            <listitem>
              <para>Select Transfer Account: This enables the pane below so a different
               account can be used to transfer the opening balance.</para>
            </listitem>
          </itemizedlist>

          <para>The last pane is the Transfer Account pane. Select the account to use for
           opening balances from the list of accounts in this pane.</para>
        </sect3>
      </sect2>

      <sect2 id="acct-edit">
        <title>To Edit an Account</title>
        <para></para>
        <para>The Edit Account dialog consists of just the General Information tab. This tab
         has the same information that was described in To Create a New Account. To access the
         Edit Account dialog go to Edit -&gt; Edit Account (menu shortcut Ctrl-E) or click the
         Edit toolbar icon in the Account Tree Window.</para>
      </sect2>

      <sect2 id="chart-edit">
        <title>To Edit a Chart of Accounts</title>
        <para></para>
        <para>Editing the Chart of Accounts is done within the Parent Account pane of the Edit
         Account dialog. It is possible to move an account to any part of the Chart of Account.
         It is recommended to keep accounts generally under the related types of accounts as
         described in the Types of GnuCash Accounts section. This helps to preserve the Chart
         of Accounts structure.</para>
        <para></para>
        <para>To move the selected account to a different parent account just select the
         account in the Parent Account pane. If New top level account is selected then the
         account will be move to the top level.</para>
      </sect2>

      <sect2 id="chart-renumber">
        <title>To Renumber Subaccounts</title>
          <para>Use "Renumber Subaccounts" to rewrite the account codes for all children of the
           current account.  For example, you have the following account structure:</para>

        <table frame="topbot" id="table-renumber1">
          <title>Starting account numbers.</title>

          <tgroup cols="2">
            <thead>
              <row>
                <entry><para>Code</para></entry>

                <entry><para>Name</para></entry>
              </row>
            </thead>

            <tbody>
              <row>
                <entry><para>10</para></entry>

                <entry><para>Colors</para></entry>
              </row>

              <row>
                <entry><para>10-1</para></entry>

                <entry><para>Red</para></entry>
              </row>

              <row>
                <entry><para>10-2</para></entry>

                <entry><para>Orange</para></entry>
              </row>

              <row>
                <entry><para>10-3</para></entry>

                <entry><para>Yellow.</para></entry>
              </row>

              <row>
                <entry><para>10-4</para></entry>

                <entry><para>Blue</para></entry>
              </row>

              <row>
                <entry><para>10-5</para></entry>

                <entry><para>Violet</para></entry>
              </row>
            </tbody>
          </tgroup>
        </table>

         <para>You now need to add the "Green" account, but you want it to sort between
          the Yellow and Blue accounts.  Instead of having to manually renumber all the
          accounts starting with Blue, you can use the "renumber subaccount" command on the
          Colors account.  In the pop-up dialog the prefix value should default to "10", the
          account code for the colors account.  If you set an interval value of 5 and click
          "Renumber" you will end up with the following account structure:</para>

        <table frame="topbot" id="table-renumber2">
          <title>Renumbered account numbers</title>

          <tgroup cols="2">
            <thead>
              <row>
                <entry><para>Code</para></entry>

                <entry><para>Name</para></entry>
              </row>
            </thead>

            <tbody>
              <row>
                <entry><para>10</para></entry>

                <entry><para>Colors</para></entry>
              </row>

              <row>
                <entry><para>10-05</para></entry>

                <entry><para>Red</para></entry>
              </row>

              <row>
                <entry><para>10-10</para></entry>

                <entry><para>Orange</para></entry>
              </row>

              <row>
                <entry><para>10-15</para></entry>

                <entry><para>Yellow.</para></entry>
              </row>

              <row>
                <entry><para>10-20</para></entry>

                <entry><para>Blue</para></entry>
              </row>

              <row>
                <entry><para>10-25</para></entry>

                <entry><para>Violet</para></entry>
              </row>
            </tbody>
          </tgroup>
        </table>

        <para>Now you have room in the account code numbering space to add the Green account
         with an account code to force the proper ordering.</para>

        <table frame="topbot" id="table-renumber3">
          <title>Final account numbers.</title>

          <tgroup cols="2">
            <thead>
              <row>
                <entry><para>Code</para></entry>

                <entry><para>Name</para></entry>
              </row>
            </thead>

            <tbody>
              <row>
                <entry><para>10</para></entry>

                <entry><para>Colors</para></entry>
              </row>

              <row>
                <entry><para>10-05</para></entry>

                <entry><para>Red</para></entry>
              </row>

              <row>
                <entry><para>10-10</para></entry>

                <entry><para>Orange</para></entry>
              </row>

              <row>
                <entry><para>10-15</para></entry>

                <entry><para>Yellow.</para></entry>
              </row>

              <row>
                <entry><para>10-18</para></entry>

                <entry><para>Green</para></entry>
              </row>

              <row>
                <entry><para>10-20</para></entry>

                <entry><para>Blue</para></entry>
              </row>

              <row>
                <entry><para>10-25</para></entry>

                <entry><para>Violet</para></entry>
              </row>
            </tbody>
          </tgroup>
        </table>

      </sect2>

      <sect2 id="acct-delete">
        <title>To Delete an Account</title>
        <para></para>
        <para>Deleting an Account means removing all transaction information and information
         about this account from the file. This cannot be undone. You will be prompted to that
         you wish to remove the account. If the account still contains transaction information
         you will be warned that this account contains transactions.</para>
        <para></para>
        <para>A side effect of removing an account that contains transactions is that you will
         end up with unbalanced accounts. This will be indicated in the account by a gray
         check-box next to the debit and credit amounts. You can repair automatically these
         unbalanced accounts by using the Actions -&gt; Check &amp; Repair menu. This will
         automatically assign the unbalanced amounts to a new account named Imbalance.</para>
      </sect2>

      <sect2 id="acct-jump">
        <title>To Jump to another Account</title>
        <para></para>
        <para>When using the Account Register Window it is frequently useful to be able to
         view an account and also the transfer account at the same time. GnuCash allows you to
         do this quickly by using 'Jump'. This is available on the toolbar and in the Actions
         menu in the Account Register Window. </para>

        <para>Select the transaction in the Account Register Window and click jump to open the
         transfer Account Register Window. If the transaction is split between more than one
         transfer account then you will need to show all the split transfer accounts first and
         select the transfer account to jump to.</para>
      </sect2>

      <sect2 id="acct-reconcile">
        <title>To Reconcile an Account to a Statement</title>

        <para>Reconciliation of Accounts in GnuCash with statements from a bank or other
         institution is a way of double checking the balance of your accounts. It also is
         useful to track uncleared checks and other outstanding transactions. </para>

        <para>The Summary Bar at the top of the Account Register Window indicates the amounts
         of Cleared and Reconciled transactions. On-line account information can be used to
         mark which transaction the bank has processed by changing the R (reconciliation)
         column in the register from n (new) to c (cleared). The bank statement is then used
         with the Reconcile Window to reconcile the account which changes the R field to y
         (reconciled).</para>

        <para>The Reconcile Window is accessed in the Account Tree Window by going to
         Actions -&gt; Reconcile... (menu shortcut Ctrl-R). In the Account Register Window
         it is accessed by going to Actions -&gt; Reconcile...</para>

        <sect3 id="rec-info">
          <title>Reconcile Information</title>

          <para>The Reconcile Information dialog is used to indicate the date the statement
           ends on and what the starting and ending balance of the statement is. The Include
           Sub-accounts check-box is used if two or more accounts are used to track a single
           bank account. The Enter Interest Payment button is used to add a transfer to the
           accounts for an interest payment. If selected a dialog will be displayed to add the
           payment to the account.</para>

          <para>There are three panes in the Interest Payment dialog. At the bottom is a
           button called No Auto Interest Payments for this Account which will cancel the
           dialog. The top pane contains the Payment Information.</para>

          <itemizedlist>
            <listitem>
              <para>Amount: Enter the amount of the interest payment.</para>
            </listitem>
            <listitem>
              <para>Date: Select the date for the interest payment.</para>
            </listitem>
            <listitem>
              <para>Num: Enter a number for the transaction (optional).</para>
            </listitem>
            <listitem>
              <para>Description: Enter an informational description for the transaction.</para>
            </listitem>
            <listitem>
              <para>Memo: Enter a note about the transaction (optional).</para>
            </listitem>
          </itemizedlist>

          <para>The next pane contains a list of accounts for the Payment From account. If the
           payment is for a credit or loan account then usually this would be from an Expense
           account. If the payment is for a checking or savings account then usually this would
           be from an Income account. The Show Income/Expense check-box shows or hides the
           Income and Expense accounts.</para>

          <para>The next pane contains the Reconcile Account. This shows the account that the
           interest payment will be transferred to or from.</para>
        </sect3>

        <sect3 id="rec-win">
          <title>Reconcile Window</title>

          <para>The parts of the Reconcile Window are described in the Tool Windows section of
           GnuCash Windows. This window is used to open the account and to add transaction
           information to the account in order to reconcile the account to the bank statement.
          </para>

          <para>The set of unreconciled transactions in the Funds In and Funds Out panes can
           be changed by using the menus and toolbar to access the account and transaction
           information. If you wish to postpone the reconciliation until later use the
           Reconcile -&gt; Postpone menu item (menu shortcut Ctrl-P).</para>

          <para>Select each unreconciled transaction matching a statement transaction so a
           green tick appears in the R column. The Balance pane changes to reflect each
           selected transaction until the Ending Balance equals the Reconciled Balance and the
           Difference is zero. Once this is done select the Finish button or Finish on the
           Reconcile menu (menu shortcut Ctrl-F) to finish the reconcile process.</para>
        </sect3>
      </sect2>

      <sect2 id="stock-split">
        <title>To Perform a Stock Split</title>

        <para>Stock splits commonly occur when a company decides its stock price is to
         expensive for individual investors to buy the stock. Splits have the effect of
         lowering the price of a single share while keeping the value of shares owned by
         investors who have already purchased shares.</para>


        <sect3 id="stock-split-druid">
          <title>Stock Split Druid</title>

          <para>GnuCash uses the Stock Split druid to record stock splits. This provides a
           way of entering the details of the stock split and also any change in stock price
           or cash disbursement as a result of the stock split.</para>

          <para>The Stock Split druid is accessed by going to Actions -&gt; Stock Split...
          </para>

          <para>The Stock Split druid opens with a screen that briefly describes what this
           druid does. The three buttons at the very bottom of the screen will not change
           while using the druid.</para>

          <itemizedlist>
            <listitem>
              <para>The Cancel button is used to exit the druid and cancel entering the stock
               split information. Any selections you have made in this druid up to this point
               will be lost.</para>
            </listitem>

            <listitem>
              <para>The Back button will bring up the previous screen so you can change a
               selection made on that screen.</para>
            </listitem>

            <listitem>
              <para>The Forward button will bring up the next screen so you can continue
               though the druid.</para>
            </listitem>
          </itemizedlist>

          <para>The next screen allows you to select a Stock Account. Select an account from
           the list to record a stock split or merger.</para>

          <itemizedlist>
            <listitem>
              <para>Account: Lists the GnuCash account name for the stock.</para>
            </listitem>

            <listitem>
              <para>Symbol: The stock symbol for the stock associated with this account.</para>
            </listitem>

            <listitem>
              <para>Shares: The amount of shares that have been purchased in the account.</para>
            </listitem>
          </itemizedlist>

          <para>The next screen lets you set the Stock Split Details. The top part of the
           screen contains details used in creating the stock split transaction. </para>

          <itemizedlist>
            <listitem>
              <para>Date: Choose the date of the stock split.</para>
            </listitem>

            <listitem>
              <para>Share Distribution: Enter the amount of shares gained from the stock split.
               For a stock merger enter a negative number.</para>
            </listitem>

            <listitem>
              <para>Description: Enter a description or leave as the default.</para>
            </listitem>
          </itemizedlist>

          <para>The bottom part of the screen contains details used to record a price for the
           split (optional).</para>

          <itemizedlist>
            <listitem>
              <para>New Price: Enter the price of the shares on the day of the stock split.
              </para>
            </listitem>

            <listitem>
              <para>Currency: Choose the currency of the shares.</para>
            </listitem>
          </itemizedlist>

          <para>The next screen lets you enter a transaction for a cash disbursement (Cash In
           Lieu) as a result of the stock split (optional).</para>

          <itemizedlist>
            <listitem>
              <para>Cash Amount: Enter the amount of the Cash disbursement.</para>
            </listitem>

            <listitem>
              <para>Memo: Enter a memo or leave as the default.</para>
            </listitem>

            <listitem>
              <para>Income Account: Choose an Income Account for the disbursement.</para>
            </listitem>

            <listitem>
              <para>Asset Account: Choose an Asset Account for the disbursement.</para>
            </listitem>
          </itemizedlist>

          <para>The last screen gives you a list of three choices to finish the druid.</para>

          <itemizedlist>
            <listitem>
              <para>The Cancel button is used to exit the druid and cancel creating the
               Stock Split transactions.. Any selections you have made in this druid up to
               this point will be lost.</para>
            </listitem>

            <listitem>
              <para>The Back button will bring up the previous screen so you can change a
               selection made on that screen.</para>
            </listitem>

            <listitem>
              <para>The Finish button creates the transactions for the Stock Split.</para>
            </listitem>
          </itemizedlist>

          <para>You should now have successfully entered the Stock Split or Merger.</para>
        </sect3>
      </sect2>
    </sect1>

    <sect1 id="transactions">
      <title>Using The Register To Record Transactions</title>

<note><para>This section is a "work in process" all of the material has not been reviewed for V2.0.
While it may not be strictly accurate, it is at least a "guide".</para></note>

      <para></para>
      <para>GnuCash uses accounts as a way of grouping or organizing the recording of transactions. Transactions are entered into the Account Register Window. This section describes the tools GnuCash has to help enter transactions quickly into the register. </para>
      <para></para>
      <para>A  represents the movement of money from one account to another account. Whenever you spend or receive money, or transfer money between accounts, that is a transaction. In GnuCash transactions always involve at least two accounts.</para>
      <para></para>
      <sect2 id="reg-views">
        <title>Changing the Register View</title>

        <para>GnuCash has several options to change the way the register looks so transactions can be seen more clearly. The default style is the Basic Ledger. This presents a single line view of transactions to allow the most concise view with all the relevant details.</para>

        <para>The default view or style can be changed by going to View -&gt; Style. When the window closes the style will revert to the Basic Ledger style. To make this change permanent change the style in the Preferences in the Register section.</para>

        <itemizedlist>
          <listitem>
            <para>Basic Ledger: The default one line per transaction style. Splits are shown as a summary.</para>
          </listitem>
          <listitem>
            <para>Auto-Split Ledger: This style will automatically expand the splits in any transaction selected.</para>
          </listitem>
          <listitem>
            <para>Transaction Journal: This style expands all transactions so the complete transaction can be seen.</para>
          </listitem>
          <listitem>
            <para>Double Line: This check-box changes any of the above styles so that an additional line for notes about the transaction is added.</para>
          </listitem>
        </itemizedlist>

        <para>The two other options to change the view of the register is to restrict the Date Range and change the Sort Order. These are both accessible from the View menu.</para>
      </sect2>
      <sect2 id="trans-enter">
        <title>To Enter a Transaction</title>

        <para>When the Account Register Window for an account is opened the list of transactions for that account is shown. This window has the name of the account on its title bar. The menus contain several functions that alter the display of transactions. The toolbar also contains several functions that are used often when entering transactions. These are described in the Account Register Window section of this help.</para>

        <para>GnuCash has two methods available for entering transactions. Entering directly into the register window is the most common way of entering transactions. The Transfer Funds Window is the second method.</para>

        <sect3 id="trans-reg-enter">
          <title>Enter Directly in the Register Window</title>

          <para>The register window will look slightly different depending on the style options you have chosen. The following describes entering transactions in the basic ledger style. The cursor is placed in the date field by default when the register window is opened.</para>

          <orderedlist>
            <listitem>
              <para>Selecting the triangle icon on the right of the date field drops down a date selection dialog. Use the arrows to select the correct month and year for the transaction then select the date. Selecting the triangle icon once more will close the date selection dialog. It is also possible to type in the date or part of the date and let GnuCash fill the rest.</para>
            </listitem>
            <listitem>
              <para>Press tab to move or select the Num field. Here you can enter a check or transaction number. Pressing '+' (plus) will automatically advance the number by one from the last transaction to have a number.</para>
            </listitem>
            <listitem>
              <para>Press tab to move or select the Description field. This field is used to enter either a payee or other description for the transaction. It will automatically attempt to fill the payee name as you type.</para>
            </listitem>
            <listitem>
              <para>At this stage two things will happen if tab is pressed. If GnuCash matches an existing transaction the cursor will jump to one of the amount fields, automatically filling in the transfer account. If there is no existing transaction GnuCash will move the cursor to the Transfer field. Selecting the Transfer field with the mouse instead of tabbing will not automatically fill the Transfer field.</para>
            </listitem>
            <listitem>
              <para>When typing in the Transfer field GnuCash will also attempt to automatically match the account. It does this alphabetically, so typing 'Ex' will match the Expenses section of the account list. When the section is matched, it is possible to move to a child account by pressing ':' (colon). If after typing 'Ex' you press ':' then the cursor will move to the first child account in the list. Typing combinations of letters and ':' will allow movement down the tree of accounts quickly. The triangle icon on the right of the Transfer box can be used as an alternate way of selecting accounts.</para>
            </listitem>
            <listitem>
              <para>The next field is used for reconciliation. This is described in the To Reconcile an Account to a Statement section above.</para>
            </listitem>
            <listitem>
              <para>Press tab to move to the first of the amount fields. The name of the next two columns is different according to what type of account is opened. For example, Bank accounts show Deposit and Withdrawal here, Credit Card accounts show Payment and Charge, and Stock accounts show Shares, Price, Buy and Sell.</para>
            </listitem>
            <listitem>
              <para>Enter an amount for the transaction in the correct field. Pressing the Enter key, selecting the Enter icon or going to Actions -&gt; Enter will finish the transaction. Selecting the Cancel icon or going to Actions -&gt; Cancel will erase the transaction.</para>
            </listitem>
            <listitem>
              <para>Transactions with just one transfer account will show the name of that account in the Transfer field in completed transactions. </para>
            </listitem>
            <listitem>
              <para>To move to the blank transaction at the bottom of the register, press the Blank toolbar icon or go to Actions -&gt; Blank</para>
            </listitem>
          </orderedlist>

        </sect3>
        <sect3 id="trans-win-enter">
          <title>Enter in the Transfer Funds Window</title>

          <para>The method described here uses the Transfer Funds Window to enter a single transaction. This is mainly used as a quick way to enter a single transaction without opening the account registers. To enter multiple transactions it is recommended to use the register directly.</para>

          <orderedlist>
            <listitem>
              <para>Enter in the Transfer Information pane the Amount, Date and Description. The Num and Memo fields are optional.</para>
            </listitem>
            <listitem>
              <para>Choose the Transfer From account. If this account is an income or expense account select the check-box at the bottom of the Transfer From pane.</para>
            </listitem>
            <listitem>
              <para>Choose the Transfer To account. If this account is an income or expense account select the check-box at the bottom of the Transfer From pane.</para>
            </listitem>
            <listitem>
              <para>If one of the accounts  above is a different currency from the other account the Currency Transfer pane will be enabled to add either an Exchange Rate or a To Amount.</para>
            </listitem>
            <listitem>
              <para>Select OK to commit the transaction or Cancel to dismiss the dialog without entering the transaction.</para>
            </listitem>
          </orderedlist>

        </sect3>
      </sect2>
      <sect2 id="trans-multi-enter">
        <title>To Enter Multiple Split Transactions</title>

        <para>The register window will look slightly different depending on the style options you have chosen. The following describes entering transactions with multiple splits in the basic ledger style. GnuCash describes the accounts that money is transferred to or from in the currently opened transaction a Split. The cursor is placed in the date field by default when the register window is opened.</para>

        <orderedlist>
          <listitem>
            <para>Selecting the triangle icon on the right of the date field drops down a date selection dialog. Use the arrows to select the correct month and year for the transaction then select the date. Selecting the triangle icon once more will close the date selection dialog. It is also possible to type in the date or part of the date and let GnuCash fill the rest.</para>
          </listitem>
          <listitem>
            <para>Press tab to move or select the Num field. Here you can enter a check or transaction number. Pressing '+' (plus) will automatically advance the number by one from the last transaction to have a number.</para>
          </listitem>
          <listitem>
            <para>Press tab to move or select the Description field. This field is used to enter either a payee or other description for the transaction. It will automatically attempt to fill the payee name as you type.</para>
          </listitem>
          <listitem>
            <para>At this stage two things will happen if tab is pressed. If GnuCash matches an existing transaction the cursor will jump to one of the amount fields, automatically filling in the transfer account. If there is no existing transaction GnuCash will move the cursor to the Transfer field. Selecting the Transfer field with the mouse instead of tabbing will not automatically fill the Transfer field.</para>
          </listitem>
          <listitem>
            <para>When typing in the Transfer field GnuCash will also attempt to automatically match the account. It does this alphabetically, so typing 'Ex' will match the Expenses section of the account list. When the section is matched, it is possible to move to a child account by pressing ':' (colon). If after typing 'Ex' you press ':' then the cursor will move to the first child account in the list. Typing combinations of letters and ':' will allow movement down the tree of accounts quickly. The triangle icon on the right of the Transfer box can be used as an alternate way of selecting accounts.</para>
          </listitem>
          <listitem>
            <para>The next field is used for reconciliation. This is described in the To Reconcile an Account to a Statement section above.</para>
          </listitem>
          <listitem>
            <para>Press tab to move to the first of the amount fields. The name of the next two columns is different according to what type of account is opened. For example, Bank accounts show Deposit and Withdrawal here, Credit Card accounts show Payment and Charge, and Stock accounts show Shares, Price, Buy and Sell.</para>
          </listitem>
          <listitem>
            <para>Enter the total amount for the transaction in the correct field. </para>
          </listitem>
          <listitem>
            <para>To enter the additional splits, press the Split button on the toolbar or select Actions -&gt; Split Transaction. Transactions with more than one split show '-!!-Split Transaction-!!-' and the Split button will need to be used to show the details.</para>
          </listitem>
          <listitem>
            <para>The display will expand, the titles of the amount columns will be renamed and the Transfer column name will be blank. The first line contains the description and the amount of the transaction. The second line contains the currently opened account name in the Account field and the amount of the transaction. The third line contains the transfer account name in the Account field. If the amount is not balanced GnuCash will indicate this by placing gray check-boxes in the amount columns with the unbalanced amount in a blank fourth row.</para>
          </listitem>
          <listitem>
            <para>When one of the short lines is selected, the column titles will change. The very first and last (Date and Balance) columns will have blank titles. Num will change to Action, Description to Memo, the now blank Transfer column will change to Account. The last two amount columns will show the name described in step seven.</para>
          </listitem>
          <listitem>
            <para>The Action and Memo columns are optional to fill out at this stage. Action is used to describe what kind of account transfer is involved. Memo is an additional description of the transfer.</para>
          </listitem>
          <listitem>
            <para>Move to the missing amount field on the third line and fill in the amount. Pressing the Enter key, selecting the Enter icon or going to Actions -&gt; Enter will now move the cursor to the next line.</para>
          </listitem>
          <listitem>
            <para>The Account column contains the list of transfer accounts. This column is the one that is used to add splits. The method described in step five can be used to select another account on a blank line. Add as many additional splits as needed.</para>
          </listitem>
          <listitem>
            <para>When the transaction is balanced the gray check-boxes will disappear and the last blank line will not have an amount.</para>
          </listitem>
          <listitem>
            <para>Pressing enter as described above past the blank line will jump to the next transaction. Selecting the next transaction will close the split or it can be manually closed by pressing the Split icon or selecting Actions -&gt; Split Transaction.</para>
          </listitem>
        </orderedlist>
      </sect2>
      <sect2 id="trans-currency-enter">
        <title>To Enter Multiple Currency Transactions</title>

        <para>Currently transfers between different currencies are only supported by using the Transfer Funds Window described above. It is necessary to use this dialog to add an exchange rate. </para>

        <para>To setup an account as a different currency edit the account properties and change the Commodity field to the foreign currency. This account will now enable the Currency Transfer pane in the Transfer Funds Window.</para>
      </sect2>
      <sect2 id="trans-edit">
        <title>To Edit a Transaction</title>

        <para>Editing a transaction involves just selecting the part of the transaction that needs to be changed. Once the changes are made pressing the Enter key, selecting the Enter icon or going to Actions -&gt; Enter will now move the cursor to the next line or transaction.</para>

        <para>To see a more detailed view of a transaction for editing, press the Split button on the toolbar or select Actions -&gt; Split Transaction.</para>
      </sect2>
      <sect2 id="trans-delete">
        <title>To Delete a Transaction</title>

        <para>If a transaction needs to be removed from the register, select the transaction and press either the Delete icon on the toolbar or go to Actions -&gt; Delete. Parts of a transaction can also be removed by pressing the Split button on the toolbar or selecting Actions -&gt; Split Transaction. The part of the transaction that needs to be deleted can be then selected for deletion.</para>
      </sect2>
      <sect2 id="trans-split-remove">
        <title>To Remove Transaction Splits</title>

        <para>Removing Transaction Splits involves erasing all splits except the one for the account that is opened. This is a useful way of reusing a previous transaction that has multiple splits that need to be changed. (Note this can be done without opening the split, but doing so makes the effect more visible)</para>

        <orderedlist>
          <listitem>
            <para>Press the Split button on the toolbar or select Actions -&gt; Split Transaction to open the transaction.</para>
          </listitem>

          <listitem>
            <para>Select Actions -&gt; Remove Transaction Splits.</para>
          </listitem>

          <listitem>
            <para>All Accounts and their related details will be removed except for the
             currently opened account. </para>
          </listitem>

          <listitem>
            <para>The amount is not balanced and GnuCash will indicate this by placing gray
             check-boxes in the amount columns with the unbalanced amount in the blank last
             row.</para>
          </listitem>

          <listitem>
            <para>Edit the transaction to fill in the new details.</para>
          </listitem>
        </orderedlist>
      </sect2>

      <sect2 id="trans-copy">
        <title>To Copy a Transaction</title>


        <para>Copying Transactions is available from both the Edit menu and the Actions menu.
         The Edit menu has Cut Transaction, Copy Transaction and Paste Transaction which allows
         a whole transaction to be cut or copied and pasted to a new transaction line. This way
         of copying a transaction will use the date showing in the new transaction blank line.
        </para>


        <para>The Actions menu also contains Duplicate Transaction... which unlike the previous
         method allows for choosing a different date.</para>


        <itemizedlist>
          <listitem>
            <para>Select the transaction to duplicate.</para>
          </listitem>

          <listitem>
            <para>Go to Actions -&gt; Duplicate Transaction...</para>
          </listitem>

          <listitem>
            <para>A dialog called Duplicate Transaction will prompt for a new Date and Num for
             the transaction.</para>
          </listitem>

          <listitem>
            <para>Press OK to add the transaction to the register.</para>
          </listitem>
        </itemizedlist>
      </sect2>

      <sect2 id="trans-sched">
        <title>To Schedule Transactions</title>

        <para>Scheduled Transactions provide the ability to have transactions automatically
         entered into the register at a specified time. The Scheduled Transaction Editor is
         used to create and edit transactions that are to be added to the register in an
         automated way. This is combined with the Since Last Run druid to review and enter the
         transactions. The Mortgage &amp; Loan Repayment druid is used to setup a scheduled
         transaction to repay a compounding interest loan.</para>

        <para>The easiest way to setup a scheduled transaction is to use an existing
         transaction in an account register as a template. Select the account you wish to use
         as a template and then either select the Schedule icon on the toolbar of go to
         Actions -&gt; Schedule... This will bring up the Make Scheduled Transaction dialog.
        </para>


        <itemizedlist>
          <listitem>
            <para>Name: Enter here a name to use for the scheduled transaction. This will be
             used in the Description file of the transaction.</para>
          </listitem>

          <listitem>
            <para>Frequency: Choose the time period you want between scheduled entries. The
             dates that the transactions will be entered will show in the mini calendar pane to
             the right.</para>
          </listitem>

          <listitem>
            <para>Start Date: Choose a date for the scheduled transaction to start.</para>
          </listitem>

          <listitem>
            <para>Never End: This scheduled transaction has no finish date.</para>
          </listitem>

          <listitem>
            <para>End Date: Choose a date for the scheduled transaction to end.</para>
          </listitem>

          <listitem>
            <para>Number of Occurrences: Enter the number of times you wish the scheduled
             transaction to be added to the register.</para>
          </listitem>
        </itemizedlist>


        <para>The Advanced... button brings up the Scheduled Transaction Editor's dialog to
         Edit the Scheduled Transaction. This is described in the next section.</para>

        <sect3 id="trans-sched-editor">
          <title>Scheduled Transaction Editor</title>

          <para>The Scheduled Transaction Editor is used to access the list of scheduled
           transactions and edit or remove them. It also provides a calendar which lists
           upcoming scheduled transactions. Clicking on the calendar view and hovering over
           any date will pop up a small dialog that shows the transactions scheduled for
           that day. The yellow highlight in the calendar indicates which days have scheduled
           transactions. To dismiss the hover dialog click once more.</para>

          <para>The Scheduled Transaction Editor is accessed by going to Actions -&gt;
           Scheduled Transactions -&gt; Scheduled Transaction Editor. Selecting a transaction
           from the list and pressing Edit or pressing New will bring up the Edit Scheduled
           Transaction dialog.</para>

          <para>The Edit Scheduled Transaction dialog is described in the Tool Windows section
           of this help. This section will describe how to add a new transaction manually.
          </para>

          <orderedlist>
            <listitem>
              <para>Enter a name for the scheduled transaction.</para>
            </listitem>

            <listitem>
              <para>Choose a Frequency in the Recurrence Frequency pane.</para>
            </listitem>

            <listitem>
              <para>Select the details in the bottom part of the Recurrence Frequency pane.
               The changes are highlighted in the calendar view below.</para>
            </listitem>

            <listitem>
              <para>Select from the Options pane if the transaction is to be created
               automatically and/or the number of days in advance. Options for reminding in
               advance and when automatically created can also be selected. Creating
               automatically cannot use variables in splits.</para>
            </listitem>

            <listitem>
              <para>Select the End options. This can either be No End, a specific End Date
               or a certain Number of </para>
            </listitem>

            <listitem>
              <para>Enter the transaction in the Template Transaction. This should be similar
               to entering a transaction in the register.</para>
            </listitem>
          </orderedlist>
        </sect3>

        <sect3 id="trans-sched-slr">
          <title>Since Last Run Druid</title>

          <para>The Since Last Run druid is run automatically when GnuCash is started. It is
           used to enter into the register any transactions that are due to be automatically
           entered. The run on GnuCash start can be altered in the preferences. To run the
           Since Last Run druid manually go to Actions -&gt; Scheduled Transactions -&gt;
           Since Last Run...</para>

          <para>The Since Last Run druid will automatically skip any screens that have no
           transactions. The following describes every possible screen the druid will show.
           The three buttons at the very bottom of the screen will not change while using
           the druid.</para>

          <itemizedlist>
            <listitem>
              <para>The Cancel button is used to exit the druid and cancel entering the
               transactions. Any selections you have made in this druid up to this point will
               be lost.</para>
            </listitem>

            <listitem>
              <para>The Back button will bring up the previous screen so you can change a
               selection made on that screen.</para>
            </listitem>

            <listitem>
              <para>The Forward button will bring up the next screen so you can continue though
               the druid.</para>
            </listitem>
          </itemizedlist>

          <para>The first screen shows Transaction Reminders page. This lists scheduled
           transactions that have been set to give a reminder a number of days in advance. The
           screen contains three columns. The first column contains the name of the scheduled
           transaction and the date it is due. The second column contains the Frequency of the
           scheduled transaction. The third column has the number of Days Away the transaction
           is due to be entered. To create any transactions in the list instead of just being
           reminded, select the date line. This will add it to the list of transactions on the
           To-Create Transaction Preparation page.</para>

          <para>The next screen shows the Auto-Created Transactions Notification page. This
           lists scheduled transactions that have been set to be automatically created and
           notify when they are created. Each transaction is presented in a register view that
           shows the details of the splits in the transaction.</para>

          <para>The next screen shows the To-Create Transaction Preparation page. This lists
           scheduled transactions that are due to be entered in the register. This screen is
           divided into three panes. The top left pane contains the list of transactions due to
           be automatically entered. The top right pane allows you to change the Disposition
           and has a read only view of the Variables used to create the transaction. The bottom
           pane contains a read only view of the transactions due to be entered.</para>

          <para>The next screen shows the Created Transaction Review page. This screen displays
           the list of transactions about to be created and allows for final changes to be
           made. The list is presented in a register view that shows the details of the splits
           in the transaction. This is editable in the same way transactions are able to be
           edited in the register.</para>

          <para>The last screen shows the Obsolete Scheduled Transactions page. This screen
           displays a list of scheduled transactions that are able to be deleted as the
           schedule is completed. Select the ones to be removed.</para>

          <itemizedlist>
            <listitem>
              <para>The Cancel button is used to exit the druid and cancel creating the
               scheduled transactions. Any selections you have made in this druid up to this
               point will be lost.</para>
            </listitem>

            <listitem>
              <para>The Back button will bring up the previous screen so you can change a
               selection made on that screen.</para>
            </listitem>

            <listitem>
              <para>The Finish button creates the accounts you have selected.</para>
            </listitem>
          </itemizedlist>

          <para>The Since Last Run druid has now added the scheduled transactions to the
           register.</para>
        </sect3>

        <sect3 id="trans-sched-loans">
          <title>Mortgage &amp; Loan Repayment Druid</title>

          <para>This druid creates a loan repayment scheduled transaction. When used to setup
           a scheduled transaction, the druid creates a variable formula so that the
           compounding interest is correctly calculated. To start this druid manually go to
           Actions -&gt; Scheduled Transactions -&gt; Mortgage and Loan Repayment... </para>

          <para>The Mortgage and Loan Repayment druid opens with a screen that briefly
           describes what this druid does. The three buttons at the very bottom of the screen
           will not change while using the druid.</para>
  
          <itemizedlist>
            <listitem>
              <para>The Cancel button is used to exit the druid and cancel creating the
               scheduled transaction. Any selections you have made in this druid up to this
               point will be lost.</para>
            </listitem>

            <listitem>
              <para>The Back button will bring up the previous screen so you can change a
               selection made on that screen.</para>
            </listitem>

            <listitem>
              <para>The Forward button will bring up the next screen so you can continue
               though the druid.</para>
            </listitem>
          </itemizedlist>

          <para>The next screen allows you to enter the basic loan information. This is
           usually the information provided by the bank when loan and disclosure documents
           are given to the borrower. Here you can also setup an account that the scheduled
           transaction will use to enter the payment transaction.</para>

          <itemizedlist>
            <listitem>
              <para>Loan Account: Choose an account for the loan payment transactions or use
               New... to setup a new account for the transactions.</para>
            </listitem>

            <listitem>
              <para>Loan Amount: Enter the amount of the loan.</para>
            </listitem>

            <listitem>
              <para>Interest Rate: Enter the loan interest rate.</para>
            </listitem>

            <listitem>
              <para>Type: Choose the type of loan. If an adjustable rate is used the
               frequency screen is enabled.</para>
            </listitem>

            <listitem>
              <para>Interest Rate Change Frequency: Choose the frequency for the rate change
               and the start date of the rate change.</para>
            </listitem>

            <listitem>
              <para>Start Date: Choose the date the loan is starting on.</para>
            </listitem>

            <listitem>
              <para>Length: Enter the length of the loan.</para>
            </listitem>

            <listitem>
              <para>Months Remaining: This should be automatically calculated. Choose how many
               months are remaining on the loan.</para>
            </listitem>
          </itemizedlist>

          <para>The next screen is used to set escrow, insurance and tax options for the
           loan. It is mainly used for mortgage payments. When each of the options here is set,
           this enables additional pages in the druid to setup those portions of the payments.
           All of the pages will be described here, even though some may not show if that
           option is not chosen.</para>

          <itemizedlist>
            <listitem>
              <para>... utilize an escrow account for payments?: This selection enables the
               use of an account setup for tracking escrow payments. If the mortgage or loan
               uses an escrow account to pay taxes, insurance, etc then setup an account here.
              </para>
            </listitem>

            <listitem>
              <para>... pay "Taxes"?: adds an additional page to setup a scheduled transaction
               to pay taxes.</para>
            </listitem>

            <listitem>
              <para>... pay "Insurance"?: adds an additional page to setup a scheduled
               transaction to pay insurance payments.</para>
            </listitem>
            <listitem>
              <para>... pay "PMI"?: adds an additional page to setup a scheduled transaction to pay PMI payments.</para>
            </listitem>
            <listitem>
              <para>... pay "Other Expense"?: adds an additional page to setup a scheduled transaction to pay other expenses.</para>
            </listitem>
          </itemizedlist>

          <para>The next screen is used to setup the details of the scheduled transaction for the Loan Repayment.</para>

          <itemizedlist>
            <listitem>
              <para>Transaction Memo: The name entered here will be used as the name for the scheduled transaction, the description of the scheduled transaction and the memo.</para>
            </listitem>
            <listitem>
              <para>Payment Amount: Shows the variable used to calculate the payment amount.</para>
            </listitem>
            <listitem>
              <para>Payment From: Choose an account to pay the loan amount from.</para>
            </listitem>
            <listitem>
              <para>Principal To: Choose an account to transfer the principal part of the loan to.</para>
            </listitem>
            <listitem>
              <para>Interest To: Choose an account to transfer the interest part of the loan to.</para>
            </listitem>
            <listitem>
              <para>Remainder to: Choose an account to transfer the rest of the payment amount to.</para>
            </listitem>
            <listitem>
              <para>Repayment Frequency: Select the Frequency and start date for loan repayments.</para>
            </listitem>
          </itemizedlist>

          <para>The next screen is used to setup the details of the scheduled transaction for the Tax payment.</para>

          <itemizedlist>
            <listitem>
              <para>Transaction Memo: The name entered here will be used as the name for the scheduled transaction, the description of the scheduled transaction and the memo.</para>
            </listitem>
            <listitem>
              <para>Amount: Enter the payment amount.</para>
            </listitem>
            <listitem>
              <para>Payment From: Choose an account to pay the tax amount from.</para>
            </listitem>
            <listitem>
              <para>Payment To: Choose an account to transfer the tax payment to.</para>
            </listitem>
            <listitem>
              <para>Repayment Frequency: Select the Frequency and start date for tax payments.</para>
            </listitem>
          </itemizedlist>

          <para>The next screen is used to setup the details of the scheduled transaction for the Insurance payment.</para>

          <itemizedlist>
            <listitem>
              <para>Transaction Memo: The name entered here will be used as the name for the scheduled transaction, the description of the scheduled transaction and the memo.</para>
            </listitem>
            <listitem>
              <para>Amount: Enter the payment amount.</para>
            </listitem>
            <listitem>
              <para>Payment From: Choose an account to pay the insurance amount from.</para>
            </listitem>
            <listitem>
              <para>Payment To: Choose an account to transfer the insurance payment to.</para>
            </listitem>
            <listitem>
              <para>Repayment Frequency: Select the Frequency and start date for insurance payments.</para>
            </listitem>
          </itemizedlist>

          <para>The next screen is used to setup the details of the scheduled transaction for the PMI payment.</para>

          <itemizedlist>
            <listitem>
              <para>Transaction Memo: The name entered here will be used as the name for the scheduled transaction, the description of the scheduled transaction and the memo.</para>
            </listitem>
            <listitem>
              <para>Amount: Enter the payment amount.</para>
            </listitem>
            <listitem>
              <para>Payment From: Choose an account to pay the PMI amount from.</para>
            </listitem>
            <listitem>
              <para>Payment To: Choose an account to transfer the PMI payment to.</para>
            </listitem>
            <listitem>
              <para>Repayment Frequency: Select the Frequency and start date for PMI payments.</para>
            </listitem>
          </itemizedlist>

          <para>The next screen is used to setup the details of the scheduled transaction for the Other Expense payment.</para>

          <itemizedlist>
            <listitem>
              <para>Transaction Memo: The name entered here will be used as the name for the scheduled transaction, the description of the scheduled transaction and the memo.</para>
            </listitem>
            <listitem>
              <para>Amount: Enter the payment amount.</para>
            </listitem>
            <listitem>
              <para>Payment From: Choose an account to pay the other expense amount from.</para>
            </listitem>
            <listitem>
              <para>Payment To: Choose an account to transfer the other expense payment to.</para>
            </listitem>
            <listitem>
              <para>Repayment Frequency: Select the Frequency and start date for other expense payments.</para>
            </listitem>
          </itemizedlist>

          <para>The last screen gives you a list of three choices to finish the druid.</para>

          <itemizedlist>
            <listitem>
              <para>The Cancel button is used to exit the druid and cancel creating a new loan scheduled transaction. Any selections you have made in this druid up to this point will be lost.</para>
            </listitem>
            <listitem>
              <para>The Back button will bring up the previous screen so you can change a selection made on that screen.</para>
            </listitem>
            <listitem>
              <para>The Finish button creates the scheduled transaction.</para>
            </listitem>
          </itemizedlist>

          <para>You should now have the Mortgage or Loan Repayment scheduled transaction
           setup.</para>

        </sect3>
      </sect2>

      <sect2 id="print-check">
        <title>To Print Checks</title>


        <para>Checks are printed in GnuCash from the account register. GnuCash provides the
         ability to print to standard Quicken Checks (US Letter) or to make a custom check
         format. Check position and Date formats are also customizable.</para>


        <para>To access the check printing feature in GnuCash, select the transaction to print
         a check for and go to File -&gt; Print Check. This will open the Print Check
         properties dialog.</para>


        <para>The Print Check dialog has two tabs. The first tab, Options, is used to setup
         the most common options to print a check. The second tab, Custom format, is used to
         setup the position of various fields on the check. It is useful to print a test check
         to a plain piece of paper first and use that to make any adjustments needed.</para>


        <para>The default selection in Options is for Quicken/Quickbooks (tm) US-Letter
         checks.</para>


        <itemizedlist>
          <listitem>
            <para>Check format: Test with Quicken first then use custom if the position is
             incorrect.</para>
          </listitem>

          <listitem>
            <para>Check position: This sets if the Top, Middle or Bottom check is printed.
             Custom is used if the position of the checks on the page is incorrect.</para>
          </listitem>

          <listitem>
            <para>Date format: The default here is set in the Preferences International
             section. Choose a date format. This can also be adjusted by the Use of the Months:
             and Years: lines. Custom allows the date format to be set in the Format: box (%m
             means month, %d means day, %Y means year) A Sample of the format chosen is
             displayed below.</para>
          </listitem>
        </itemizedlist>


        <para>The Custom check format contains two columns to enter in the X and Y
         co-ordinates of the field position on the check. Positions in the Custom Check Format
         entry area are specified with x = 0 at the left edge of the check with x increasing
         to the right, and y = 0 at the bottom edge of the check with y increasing as you
         travel up.</para>


        <itemizedlist>
          <listitem>
            <para>Payee: </para>
          </listitem>

          <listitem>
            <para>Date: </para>
          </listitem>

          <listitem>
            <para>Amount (words): </para>
          </listitem>

          <listitem>
            <para>Amount (numbers): </para>
          </listitem>

          <listitem>
            <para>Memo: </para>
          </listitem>

          <listitem>
            <para>Check position: </para>
          </listitem>

          <listitem>
            <para>Date format: </para>
          </listitem>

          <listitem>
            <para>Units: Set the unit to use for the above positions.</para>
          </listitem>
        </itemizedlist>


        <para>Once OK is pressed on the Print Check dialog the Print GnuCash Document dialog
         is presented. Press OK to print the check.</para>

      </sect2>
    </sect1>

    <sect1 id="reports">
      <title>Using Reports And Charts</title>

<note><para>This section is a "work in process" all of the material has not been reviewed for V2.0.
While it may not be strictly accurate, it is at least a "guide".</para></note>

      <para></para>
      <para>Reports and Charts give GnuCash the ability to present an overview of financial
       data in various ways. This can range from a simple summary of account totals to an
       advanced portfolio view. This section will present an explanation of the main GnuCash
       reports and how to adjust them.</para>

      <sect2 id="report-types">
        <title>Types of Reports and Graphs</title>


        <para>GnuCash has classified the main types of reports into four major classes. These
         are all available under the Reports menu. Note that barcharts can be moved by clicking
         on them and dragging the mouse, and piecharts can be "exploded" into individual
         segments.</para>


        <sect3 id="report-general">
          <title>General Reports</title>

          <para>The General Reports includes the Tax Report and TXF Export, the Account
           Summary and the Transaction Reports and also the reports in the Sample &amp;
           Custom menu.</para>

          <itemizedlist>
            <listitem>
              <para>Account Summary:</para>
            </listitem>

            <listitem>
              <para>Tax Report and TXF Export: The tax report is used to export all tax
               related Income and Expenses to a TXF (Tax eXchange Format) file. This is in
               addition to the HTML format that all reports allow. The TXF file can be imported
               into tax filing programs such as TaxCut or TurboTax.</para>

          <note><para>For this to work, the user has to segregate taxable and non taxable
           income to different accounts, as well as deductible and non deductible expenses.
           The Tax Information dialog is used for this. To access the Tax Information dialog
           go to Edit -&gt; Tax Options. The user also must set the TXF category of each tax
           related account. The Tax Information dialog is described in the Setting Tax Options
           section.</para></note>

            </listitem>

            <listitem>
              <para>Transaction Report:</para>
            </listitem>

            <listitem>
              <para>Welcome Sample Report:</para>
            </listitem>

            <listitem>
              <para>Custom Multicolumn Report: This report is used to place multiple reports
               into a single report window to examine a set of financial information at a
               glance.</para>
            </listitem>

            <listitem>
              <para>Sample Graphs</para>
            </listitem>

            <listitem>
              <para>Sample Report with Examples:</para>
            </listitem>
          </itemizedlist>

        </sect3>

        <sect3 id="report-assets">
          <title>Assets &amp; Liabilities</title>

          <para>The Assets &amp; Liabilities reports includes the Balance Sheet report,
           Investment reports and the Net Worth report.</para>

          <itemizedlist>
            <listitem>
              <para>Advanced Portfolio:</para>
            </listitem>

            <listitem>
              <para>Asset Barchart:</para>
            </listitem>

            <listitem>
              <para>Asset Piechart:</para>
            </listitem>

            <listitem>
              <para>Average Balance:</para>
            </listitem>

            <listitem>
              <para>Balance Sheet: This report summarizes assets, liabilities, and equity.
               When properly maintained, assets should equal the sum of liabilities and equity.
               If that is not the case, there is some kind of internal imbalance in the
               accounts.</para>
            </listitem>

            <listitem>
              <para>General Journal:</para>
            </listitem>

            <listitem>
              <para>General Ledger:</para>
            </listitem>

            <listitem>
              <para>Investment Portfolio: This report summarizes the value of the stocks in
               the current portfolio.</para>
            </listitem>

            <listitem>
              <para>Liability Barchart:</para>
            </listitem>

            <listitem>
              <para>Liability Piechart:</para>
            </listitem>

            <listitem>
              <para>Net Worth Barchart: Net worth is the difference between the value of assets
               or liabilities.</para>
            </listitem>

            <listitem>
              <para>Price Scatterplot:</para>
            </listitem>
          </itemizedlist>
        </sect3>

        <sect3 id="report-income">
          <title>Income &amp; Expense</title>

          <para>The Income &amp; Expense reports includes the Cash Flow and Income Statement
           reports.</para>

          <itemizedlist>
            <listitem>
              <para>Budget Report:</para>
            </listitem>

            <listitem>
              <para>Cash Flow:</para>
            </listitem>

            <listitem>
              <para>Equity Statement:</para>
            </listitem>

            <listitem>
              <para>Expense Barchart:</para>
            </listitem>

            <listitem>
              <para>Expense Piechart:</para>
            </listitem>

            <listitem>
              <para>Expense vs Day of Week:</para>
            </listitem>

            <listitem>
              <para>Income Barchart:</para>
            </listitem>

            <listitem>
              <para>Income &amp; Expense Chart:</para>
            </listitem>

            <listitem>
              <para>Income Statement: This report summarizes sources of income and expenditure.
              (This report was called Profit &amp; Loss in gnucash-1.8.)</para>
            </listitem>

            <listitem>
              <para>Income Statement:</para>
            </listitem>

            <listitem>
              <para>Income vs Day of Week:</para>
            </listitem>

            <listitem>
              <para>Trial Balance: This report summarizes sources of income and
               expenditure.</para>
            </listitem>
          </itemizedlist>

        </sect3>

        <sect3 id="report-biz">
          <title>Business Reports</title>

          <para>The Business Reports includes Customer and Vendor Reports and Printable
           Invoices as well as Aging reports.</para>

          <itemizedlist>
            <listitem>
              <para>Customer Report:</para>
            </listitem>

            <listitem>
              <para>Easy Invoice:</para>
            </listitem>

            <listitem>
              <para>Employee Report:</para>
            </listitem>

            <listitem>
              <para>Fancy Invoice:</para>
            </listitem>

            <listitem>
              <para>Payable Aging:</para>
            </listitem>

            <listitem>
              <para>Printable Invoice:</para>
            </listitem>

            <listitem>
              <para>Receivable Aging:</para>
            </listitem>

            <listitem>
              <para>Vendor Report:</para>
            </listitem>
          </itemizedlist>
        </sect3>
      </sect2>

      <sect2 id="report-create">
        <title>To Create Reports and Graphs</title>


        <para>It is possible to write reports if the current ones are not suitable. To do this
         you will need to know Scheme (a LISP-like programming language), and it is an
         excellent idea to have a copy of the GnuCash source code available. </para>

        <para>The reporting interface is documented in the source code file
         src/report/report-system/doc/report-html.txt. The file src/scm/report/hello-world.scm
         in the GnuCash source distribution provides a good example of how reports are
         developed.</para>

        <para>It is also necessary to access data from the engine to get information for your
         report. This is performed by a set of Scheme wrapper functions that are documented in
         the file src/g-wrap/gnc.html. Examine some of the other reports in src/scm/report for
         an indication of how they are used.</para>

        <para>At present, reports are produced by calling a HTML-generation API, which outputs
         a dialect of HTML and rendering this with a HTML widget. This has limitations,
         particularly when trying to align objects precisely, as might be necessary for
         printing onto pre-printed invoices for example.</para>
      </sect2>

      <sect2 id="report-custom">
        <title>To Customize Reports and Graphs</title>


        <para>GnuCash reports have many options for customization. To access report options
         choose the Options button on the toolbar.</para>


        <para>Many reports share similar sorts of options. Some common ones include:</para>


        <itemizedlist>
          <listitem>
            <para>Report Name: Set the title of the report. This is also used to print the
             report for later viewing.</para>
          </listitem>

          <listitem>
            <para>Date Options: Reports typically specify either a single date, or a date
             range, for the report. Dates can be specified in two ways, either directly
             (using the date selector), or by selecting a relative date from the menu.
             Relative dates allow you to specify dates like "Beginning of this year" or
             "Today".</para>
          </listitem>

          <listitem>
            <para>Step Size: This option is used on bar charts to determine the interval which
             each bar represents. Typical values are daily, weekly, monthly, and yearly.</para>
          </listitem>

          <listitem>
            <para>Accounts: Select the appropriate accounts for the report. Note that in some
             reports only certain types of accounts can be selected. For example, an expense
             piechart only allows expense accounts to be selected. </para>
          </listitem>

          <listitem>
            <para>Show Long Account Names: This option allows displaying either short account
             names (for example, Power) or long account names (for example, Utilities:Power).
            </para>
          </listitem>

          <listitem>
            <para>Include Subaccounts?: Summary reports typically have an include all
             subaccounts option, which if selected ensures that all subaccounts are included
             if the parent account is.</para>
          </listitem>

          <listitem>
            <para>Depth: This option allows the selection of how many levels the report
             displays subaccounts. If the subaccounts go deeper than selected, an overall value
             for all the subaccounts is calculated and included in a total. To make sure every
             account selected is individually displayed, select All.</para>
          </listitem>

          <listitem>
            <para>Style Sheet: Select a Style Sheet. Style sheets control how reports are
             displayed. At the moment, there are two style sheets, "default" and "technicolor".
             You can customize each of these from the Edit -&gt; Style Sheets... menu item.
             This is described in the Changing Style Sheets section.</para>
          </listitem>

          <listitem>
            <para>Plot Dimensions: There are width and height options for most graphs, which
             specify the displayed dimensions (in pixels).</para>
          </listitem>

          <listitem>
            <para>Report Currency: Select the report currency. Generally, values will be
             converted to this currency for display.</para>
          </listitem>

          <listitem>
            <para>Price Source: Select how stock and currency prices are calculated in this
             report. Choose between a weighted average of prices over all transactions, prices
             at current values, or prices at the time of the report date.</para>
          </listitem>

          <listitem>
            <para>Totals: Charts display totals in the chart legend if this option is selected.
            </para>
          </listitem>

          <listitem>
            <para>Maximum Slices: Controls the maximum number of slices displayed in a
             piechart - other accounts will be placed in a slice marked Other. </para>
          </listitem>

          <listitem>
            <para>Maximum Bars: Controls the maximum number of bars displayed in a barchart.
            </para>
          </listitem>

          <listitem>
            <para>Display Columns: Choose columns to show from the register.</para>
          </listitem>
        </itemizedlist>
      </sect2>

      <sect2 id="report-print">
        <title>To Print or Export Reports and Graphs</title>


        <para>GnuCash is able to print reports and to export the reports to web pages. The
         Print GnuCash Document dialog is accessed from the Print button on the toolbar or
         go to File -&gt; Print in the menu. To Export a report to a web page (HTML) select
         the Export button on the toolbar and type in a file name.</para>


        <para>The Print GnuCash Document dialog is used to select which Printer to send the
         print job to or to print to a File. It also contains a Preview button to view the
         document before printing. Press Print to send the job to the selected printer or
         Cancel to dismiss the Print dialog.</para>


        <para>Printing from an open register prints the Account Report, which is also called
         the Register Report. This lists transactions in the account with a total. Other
         reports print as viewed in the Report screen.</para>
      </sect2>
    </sect1>
</chapter>
