The Menubar for the Accounts Tree window contains the following options.
The following table describes the options in the File Menu.
Clicking on the option of the Menubar will “pull down” a menu of options described in Table 4.1, “Account Tree - Menu - Access to file, account operations and printing.”.
Table 4.1. Account Tree - Menu - Access to file, account operations and printing.
Menu Item | Description | |||||
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(Ctrl+N) |
Creates a new data file (starts with new accounts and data.) | |||||
(Ctrl+O) |
Opens an already existing | |||||
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Opens the Import sub-menu to import files from other financial programs. | |||||
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Starts the QIF file Import process. | |||||
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Starts the OFX/QFX file Import process. | |||||
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Starts the CSV/Fixed-Width file Import process. | |||||
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Starts the replaying of a | |||||
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(Ctrl+S) |
Saves the currently open file. | |||||
(Shift+Ctrl+S) |
Saves the currently opened file with a different name.
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(Shift+Ctrl+P) |
Let you choose the paper size, layout and margins for printing. | |||||
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Opens the Export sub-menu. | |||||
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Exports your account hierarchy to a new file. Does not export data. | |||||
(Alt+Enter) |
Sets options for this | |||||
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Numbered list of most recently opened | ||||||
(Ctrl+Q) |
Exits | |||||
Table 4.2. Account Tree - Menu - Access to file and account editing operations and preferences.
Menu Item |
Description | ||||
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(Ctrl+E) |
Modify name or characteristic of selected account. Section 5.5, “Editing an Account” | ||||
(Delete) |
Remove an account. See Section 5.7, “Deleting an Account” | ||||
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Starts the Renumber Account assistant. See Section 5.6, “Renumbering Subaccounts”.
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Opens the register window for the currently selected account. | |||||
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Opens a register window that displays all the transactions for the selected account and for all its subbaccounts. | |||||
(Ctrl+F) |
Set criteria for a search for a specific transaction. See Section 7.1, “Find” for specifics on searches. | ||||
( → on Mac OS X). |
Customize | ||||
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Modify/customize Style Sheets. See Section 9.3, “Changing Style Sheets”. | |||||
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Set tax characteristics on account(s) (US). Assign tax form and line to account. See Section 9.4, “Setting Tax Report Options” | |||||
Table 4.3. Account Tree - Menu - Changes display window view.
Menu Item | Description |
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Check-box to enable/disable display of Toolbar. | |
Check-box to enable/disable display of Summarybar . | |
Check-box to enable/disable display of Statusbar. | |
Set filter for accounts displayed in the Account Tree display. | |
(Ctrl+R) | Repaint the display screen. |
Open a new tab that display the account tree. |
Table 4.4. Account Tree - Menu - Setup scheduled transactions, repair accounts, perform stock splits, transfer and reconcile transactions.
Menu Item | Description | |||||
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→ | This menu item (and sub-menu) is shown only if Online Banking
was enabled for GnuCash | |||||
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Download transactions from online accounts | |||||
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Upload transaction(s) to online account ?? | |||||
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→ | Scheduled Transactions sub-menus | |||||
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Invoke tool to edit scheduled transactions. See Section 6.13, “Edit Scheduled Transaction Window” | |||||
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Display Scheduled transactions since last running of
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Starts the Mortgage & Loan Repayment assistant for setting up repayments. Section 7.3, “Mortgage & Loan Repayment Assistant” | |||||
→ | Budget sub-menus | |||||
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Opens the window to create a new budget. | |||||
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Opens an existing budget. | |||||
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Creates a new account and opens the account properties window. | ||||||
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Starts the New Account Hierarchy Setup assistant. | ||||||
(Ctrl+T) |
Starts the Transfer assistant for transfer between accounts. | |||||
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Open the Reconcile window. Section 5.8, “Reconciling an Account to a Statement” | ||||||
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Starts the Stock Split assistant. Additional details Section 7.4, “Recording a Stock Split” | ||||||
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Opens the Lots in Account form. | ||||||
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Opens the auto-clear screen where you can fill up the automatic clear information. | ||||||
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Check & Repair Submenus | |||||
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Check for and repair unbalanced transactions and orphan splits in this account. | |||||
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Check for and repair unbalanced transactions and orphan splits in this account and its subaccounts. | |||||
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Check for and repair unbalanced transactions and orphan splits in all accounts. | |||||
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Open the form to rename the current page/tab. | ||||||
Table 4.5. Account Tree - Menu - Access small business features of GnuCash.
Menu Item |
Description | |
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→ |
Select customer related activities. | |
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Start the form to create a new customer. | |
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Start the assistant to search for a customer. | |
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Start the form to create a new invoice. | |
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Start the assistant to search for a invoice. | |
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Start the form to create a new job. | |
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Start the assistant to search for a job. | |
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Starts the Process Payment assistant. Requires an account of type "A/Payable" before running assistant. | |
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Select vendor related activities. | |
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Start the form to create a new vendor. | |
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Start the assistant to search for a vendor. | |
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Start the form to create a new bill. | |
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Start the assistant to search for a bill. | |
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Start the form to create a new job. | |
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Start the assistant to search for a job. | |
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Starts the Process Payment assistant. Requires an account of type "A/Payable" before running assistant. | |
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Select employee related activities. | |
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Start the form to create a new employee. | |
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Start the assistant to search for a employee. | |
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Start the form to create a new expense voucher. | |
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Start the assistant to search for a expense voucher. | |
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Starts the Process Payment assistant. Requires an account of type "A/Payable" before running assistant. | |
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View and edit the list of tax tables. | ||
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View and edit the list of Billing Terms. | ||
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View and edit the list of Bills Due Reminder. | ||
This is only a brief listing of each of the available reports and graphs. Each report or graph may be customized by selecting a different Stylesheet or by pressing the button in the Toolbar.
Table 4.6. Account Tree - Menu - Access GnuCash Reports and Charts.
Menu Item |
Description | |
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Report showing the balance of selected accounts. | |
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Open the screen to manage the user created reports. | |
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Create a Tax report (US) and/or export data for tax preparation software. (TXF) | |
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Table 4.7. Account Tree - Menu - Access to miscellaneous tools and editors
Menu Item | Description |
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Starts the Online banking setup assistant, if | |
Tool to enter or modify Stock/Fund prices. Details at Section 7.6, “Price Editor” | |
Tool to enter or modify Stock or commodities. Details at Section 7.7, “Security Editor” | |
Details at Section 7.8, “Loan Repayment Calculator” | |
Open a screen where you can enter the required information to close the current accounting book. | |
Table 4.8. Account Tree - Menu
Menu Item | Description |
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Opens a new | |
Moves the current tab into a new window. |
Table 4.9. Account Tree - Menu - Access to this help and the Tutorial and Concepts Guide.
Menu Item | Description |
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Explanation of accounting principles and how to apply them in | |
Shows short notes about features you might otherwise miss. | |
Open this document. | |
Show the information screen with |
The GnuCash main Window has a number of buttons in the Toolbar
to quickly access some common functions used with the specific active
tab. The Toolbar can be hidden or shown by selecting
→ .
The specific options displayed in the Toolbar vary
with the functions available to the "active tab".
A brief description of the function of a Toolbar button is displayed when the mouse pointer is placed over the icon for a couple of seconds.
Table 4.10. Account Tree - Window Toolbar
Toolbar Buttons | Description | ||||
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(Ctrl+S) | Perform a save on the data file, commit all transactions to the data file. | ||||
(Ctrl+W) | Close the currently active account page
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Open a transaction register of the selected account. | |||||
Edit the characteristics for the selected account. Section 5.5, “Editing an Account” | |||||
Start the assistant for creating a new account. Section 5.4, “Creating a New Account” | |||||
Remove the selected account. Section 5.7, “Deleting an Account” | |||||
The Tab bar displays “file/notebook folder” style tabs for open transaction registers, reports and the account tree.
The account tree displays the list of your accounts in hierarchical format. This enables you to organize your accounts by type.
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The triangle shape (or plus sign) beside the account name is used to open and close the account tree. When you click on the triangle (plus sign), it changes from a rightward-pointing into a downward-pointing sign (minus 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 (plus sign) to the left of an account. This indicates another lower level of the account tree. | |
In the main pane are also shown, by default, four columns: Account Name, Type, Description and Total. For each account, this informations, if available, is displayed in the same row of the account.
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The columns shown for each account in the Account Tree can be customized to suit your needs. Click on the arrow icon on the far right of the Account Tree window to display a drop down list of column options. Click on a column description to add it to the Account Tree window. Click again on the column description to hide it. | |
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.
The Summarybar 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 Summarybar can be hidden or shown by selecting → .