What it isn't What it is How to use it Importing from Created by John R. Carter, Sr. - April 2010

WHAT IT ISN'T GnuCash is not simple  because it has extensive features GnuCash is not difficult  because it is easy to use GnuCash is not expensive  because it is FREE (and open source)‏ GnuCash is never outdated  With updates several times a year GnuCash is not OS restricted  because it runs on ALL operating systems

Screen Shots

MULTIPLE

WHAT IT IS A Personal Finance Program A Small Business Finance Program

PERSONAL FINANCES ASSETS Fixed  Computers  Homes  Autos  Real Estate  Hobbies  Jewelry

PERSONAL FINANCES ASSETS Fixed Current  Cash  Checking/Savings

PERSONAL FINANCES ASSETS Fixed Current Investments  Brokerage Shares

PERSONAL FINANCES ASSETS LIABILITIES Credit cards Loans Online Accounts

PERSONAL FINANCES ASSETS LIABILITIES EXPENSES Auto Home Utilities Entertainment Travel Gifts Health Education

PERSONAL FINANCES ASSETS LIABILITIES EXPENSES INCOME Self Spouse Business

PERSONAL FINANCES Budget File  New  Budget

BUSINESS FINANCES ASSETS Current  Cash  Receivables  Supplies  Work in Progress

BUSINESS FINANCES ASSETS Current Fixed  Equipment  Furniture  Vehicles

BUSINESS FINANCES ASSETS Current Fixed Investments

BUSINESS FINANCES ASSETS LIABILITIES Payables  Wages  Accrued Expenses  Sales Tax  Health Insurance  Income Tax  Employee Benefits  Notes  Equipment  Bank Loans

USING GNUCASH Menu Bar and Tools Accounts

USING GNUCASH Menu Bar and Tools Registers – CASH

USING GNUCASH Menu Bar and Tools Registers – CHECKING

USING GNUCASH Menu Bar and Tools Registers – CREDIT CARD

USING GNUCASH Menu Bar and Tools Registers – BROKERAGE CASH

USING GNUCASH Menu Bar and Tools Registers – BROKERAGE STOCK

USING GNUCASH Change Register View

USING GNUCASH Change Register View

USING GNUCASH Change Register View

USING GNUCASH Transfer Funds

USING GNUCASH Enter Transactions

USING GNUCASH Multiple Split

USING GNUCASH Edit Transaction

USING GNUCASH Delete Transaction Remove Split Copy Transaction

USING GNUCASH Move Transaction

USING GNUCASH Jump To Account

USING GNUCASH Scheduling Transactions

USING GNUCASH Edit Scheduled Transactions

USING GNUCASH Printing Checks

CHECK WRITING Print Checks  Quicken/Quickbooks (US Letter) – default  Deluxe Personal (US Letter)‏  Liberty Personal (US Letter)‏  Quicken Wallet w/ side stub Check Position  Top, middle, bottom, custom Date Formats  Default Set in Preferences -> International Custom Format

USING GNUCASH A complete discussion for setting up OFX online direct connection to financial institutions is available at: Online Actions (?)‏

IMPORT OPTIONS

USING GNUCASH General Ledger

(REVIEW) USING GNUCASH Change Register View Transfer Funds Enter Transactions Multiple Split Transactions Edit Transaction Delete Transaction Remove Split Copy Transaction Move Transaction Jump to Account Scheduling Transactions Edit Scheduled Transactions Printing Checks Online Actions (?)‏ General Ledger Reports and Charts

REPORTS & CHARTS General Assets and Liabilities Income and Expenses Business

REPORTS & CHARTS

Account Summary

REPORTS & CHARTS Account Summary Assets & Liabilities

REPORTS & CHARTS Account Summary Assets & Liabilities Business

REPORTS & CHARTS Account Summary Assets & Liabilities Business Income & Expense

CHART OF ACCOUNTS 1000 – 1999 Asset Accounts 2000 – 2999 Liability Accounts 3000 – 3999 Equity Accounts 4000 – 4999 Revenue Accounts 5000 – 5999 Cost of Goods Sold 6000 – 6999 Expense Accounts 7000 – 7999 Other Revenue 8000 – 8999 Other Expense

Preferences

to Detailed (?) documentation by GnuCash Detailed documentation by John Carter Can be time consuming Worth the effort

Import From Quicken Confirm Accounts match in Quicken and GnuCash In Quicken, use Export->Custom Select Transactions in all accounts for all dates

Import From Quicken In GnuCash, Select QIF File to Import Match Accounts

Import From Quicken

Matching Accounts Create new GnuCash accounts as needed. Investment transactions may require special treatment

How To Get It Download GnuCash Linux Source | Via distributionSourceVia distribution Microsoft Windows XP/Vista/7XP/Vista/7 Mac OS X Intel | Power PC | ReadmeIntelPower PCReadme More downloads (Source, Development,...)

Online HELP: