This section begins a tutorial that will continue throughout this book. At the end of each chapter, you will see a Putting It All Together section that walks you through examples to illustrate concepts discussed in that section. Each Putting It All Together section builds on the previous one, so be sure to save your file for easy access.
Let’s get started!
First, let’s create a file to store your real data. Open
and select →
from the Menubar. This will start the New Account Hierarchy Setup assistant that allows
you to create several accounts at once.
If you are running
The first screen of the assistant gives you a description of what the assistant does. Click thebutton to proceed to the next screen.
In the second screen, select the currency to use for the new accounts from the dropdown list. Then press thebutton.
The currency you select here, will be assigned to all the accounts created in this assistant.
In the third screen, set the New Book Options,
then press the button.
You can also update these options later using → .
For details of these options, see the
Help manual, chapter Customizing GnuCash, Book Options.
In the fourth screen select the Common Accounts group in the Categories pane. Then press the button to proceed.
If you want, you can select one or more of the predefined account-groups here. For more
information on account types, see Section 3.2, “
In the fifth screen you will be able to set an Opening
Balance on each of the accounts, as well as indicate if
the account should be a Placeholder. As these features will be
described in next chapters, leave all as configured by
and click to open the last screen of the assistant.
In the last screen of the assistant, clickto create all the accounts and leave the assistant.
After pressing Data Format,
Name the file as
gcashdata_1, select the folder where to
save the file (remember it as the data file will be used in the tutorials throughout this manual),
and finally press the button.
Your main window should now look something like this: