Difference between revisions of "User talk:Bengtt"

From GnuCash
Jump to: navigation, search
(Thoughts and comments)
 
(4 intermediate revisions by the same user not shown)
Line 1: Line 1:
= Road towards 2.0 =
 
  
This page is just a temporary page to keep track of the progress of the concept guide, as well as what needs to be done with it.
 
Please feel free to add to it, with various thoughts and comments.
 
Especially in things that needs to be clearer, or items that are missing etc.
 
 
== Check out document ==
 
  svn checkout <nowiki>http://svn.gnucash.org/repo/gnucash-docs/trunk</nowiki> gnucash-docs
 
 
== Review ==
 
And update this wiki with your findings.
 
 
== Updating the concept guide ==
 
Please co-ordinate and inform of your intentions on gnucash-devel as well as on this wiki.
 
 
= Areas that need work =
 
The following items have missing text in the existing guide, or just need more work
 
* Screenshots
 
** Since we have moved to GTK2, we need to replace each and every screenshot.
 
* Bugs
 
** http://bugzilla.gnome.org/show_bug.cgi?id=162570
 
** http://bugzilla.gnome.org/show_bug.cgi?id=105932
 
* Chapter 7
 
** Automobile Loan (How-To)
 
** Entering a Payment Schedule
 
*** Monthly Payments (How-To)
 
*** Final Payment (How-To)
 
** Selling a House or Automobile (How-To)
 
** Reconciling with the Loan Statements (How-To)
 
** Putting It All Together
 
* Chapter 8
 
** Recording Stock Splits and Mergers (How-To)
 
** Recording Employee Stock Plans (Discussion)
 
** Stock Options (How-To)
 
** Reconciling with the Brokerage Statement (How-To)
 
* Chapter 10
 
** 10.6. Recording Purchases in a Foreign Currency (How-To)
 
** 10.7. Tracking Currency Investments (How-To)
 
** 10.8. Reconciling Statements in a Foreign Currency (How-To)
 
** 10.9. Updating Exchange Rates (How-To)
 
** 10.10. Putting It All Together (Examples)
 
* Appendix A Importing
 
** A.2 Organization of QIF Files (Discussion)
 
** A.3 Common Duplication Issues (Discussion)
 
** A.4 Checking QIF Data (Discussion)
 
 
= Ready for release =
 
The following chapters have been review/modified and are ready for release
 
 
= Ready for review =
 
The following chapters have been modified and are ready for review
 
 
= Ongoing work =
 
* 8. Investments
 
 
= Remaning work =
 
The below chapters have not been modified/checked since the 1.8 serie.
 
== General ==
 
* 1. Overview                     
 
* 2. The Basics                   
 
* 3. Accounts                     
 
* 4. Transactions                 
 
 
== Personal ==
 
* 5. Checkbook                   
 
* 6. Credit Cards                 
 
* 7. Loans                       
 
* 9. Capital Gains               
 
* 10. Multiple Currencies         
 
 
== Business ==
 
* 11. Depreciation               
 
* 12. Accounts Receivable         
 
* 13. Accounts Payable           
 
* 14. Payroll 
 
 
== Appendix ==                   
 
* A. Migration Guide
 
* B. Frequent Asked Questions (we need to update with the valid FQA)
 
 
= Thoughts and comments =
 
* Make examples with separate accounts for each stocks/brokearage income/expense, so we can track each stocks costs
 
* One datafile per chapter, and the chapter has to explain how to create the datafile with all its entries.
 
* If you have multiple bank accounts with one bank the following should be an example?
 
** Asset:Bank:CitiBank:Saving
 
** Asset:Bank:CitiBank:ATM
 
* Multiple currencies
 
** Equity:Opening Balance:USD
 
** Equity:Opening Balance:AUD
 
** Income:Saving:CitiBank:Interest (where CitiBank is all in USD)
 
** Expenses:Bank:CitiBank:Interest (where CitiBank is all in USD)
 
** Expenses:Bank:CitiBank:Charges  (where CitiBank is all in USD)
 
** Income:Saving:Boom:Interest:HKD (boom has one USD and one HKD account)
 
** Income:Saving:Boom:Interest:USD (boom has one USD and one HKD account)
 
* Investments
 
** When you create a commodity, you should also directly create the Dividend account
 
** How to Add / Remove shares
 
** How to do imediate re-invest dividend
 
** How to buy shares with NON-Default currency
 
*** Current workaround: Buy the shares from the BANK account, and right click on the stock purchase row and select "Edit Exchange Rate"
 
<pre>
 
Default currency AUD (not HKD)
 
Commodity Stock_1
 
Assets:Banks:Boom:HKD
 
Assets:Brokerage Accounts:Boom:Stock_1
 
Expenses:Investments:Commission:Boom_HKD
 
Income:Investments:Dividend:Boom_HKD:Stock_1
 
Open Assets:Banks:Boom:HKD account
 
Buy Stocks
 
                Assets:Banks:Boom:HKD                                  Withdrawal 10,000
 
                Expenses:Investments:Commission:Boom_HKD    Deposit 500
 
                Assets:Brokerage Accounts:Boom:Stock_1      Deposit 9,500
 
Right click on the last row, and select "Edit Exchange Data"
 
In the following pop up window, enter the actual number of stocks in the last entry box
 
(not the default entry box)
 
</pre>
 
* Assets
 
** Personal loan to a friend (Assets:Money owed to you:<Friends name>)
 
* Migrating from Quicken/Money
 
** I think we need to come with more details on this area? (expand on 2.7. Importing QIF Files, and Appendix A)
 
* QIF Import
 
** Ensure that the numbers in the QIF file do not contain " " (http://bugzilla.gnome.org/show_bug.cgi?id=121443)
 

Latest revision as of 08:23, 4 April 2006