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<html><head><meta http-equiv="Content-Type" content="text/html; charset=ISO-8859-1"><title>2.9. Putting It All Together</title><meta name="generator" content="DocBook XSL Stylesheets V1.45"><link rel="home" href="index.html" title="GnuCash Tutorial and Concepts Guide"><link rel="up" href="chapter2.html" title="Chapter 2. The Basics"><link rel="previous" href="basics_backup1.html" title="2.8. Backing Up and Recovering Data"><link rel="next" href="chapter3.html" title="Chapter 3. Accounts"></head><body bgcolor="white" text="black" link="#0000FF" vlink="#840084" alink="#0000FF"><div xmlns="http://www.w3.org/TR/xhtml1/transitional" class="navheader"><table width="100%" summary="Navigation header"><tr><th colspan="3" align="center">2.9. Putting It All Together</th></tr><tr><td width="20%" align="left"><a accesskey="p" href="basics_backup1.html"><<<Prev</a></td><th width="60%" align="center">Chapter 2. The Basics</th><td width="20%" align="right"><a accesskey="n" href="chapter3.html">Next>>></a></td></tr></table><hr></hr></div><div class="sect1"><div class="titlepage"><div><h2 class="title" style="clear: both"><a name="basics_together1"></a>2.9. Putting It All Together</h2></div></div><div xmlns="http://www.w3.org/TR/xhtml1/transitional" class="note" style="margin-left: 0.5in; margin-right: 0.5in;"><table border="0"><tr><td rowspan="2" align="center" valign="top" width="25"><img src="./stylesheet/note.png"></img></td><th align="left" valign="top">Note</th></tr><tr><td colspan="2" align="left" valign="top"><p xmlns="">
This section begins a tutorial that will continue throughout this book. At the end of each chapter, you will see a <b>Putting It All Together</b> section that walks you through examples to illustrate concepts discussed in that section. Each <b>Putting It All Together</b> section builds on the previous one, so be sure to save your file for easy access.
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Let's get started!
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First, let's create a file to store your real data. Open GnuCash and go through the <b>New Account Hierarchy Setup</b> dialog. You will create a file and accounts to be used for your home finances, so choose the accounts that pertain to you. If you are not sure what accounts you will need, click the Select All option to create all of the accounts provided. When you have completed the setup, save this file with a filename you want to use for your home data.
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Next, create a file to store test data. This is the file that will be used in the tutorials throughout this manual. Click <b>File</b> -> <b>New</b> to create a new file, and name it <tt>gcashdata</tt>. Your main window should now look something like this:
<div class="screenshot"><div class="mediaobject"><img src="figures/basics_gcashdata.png" alt="The Main windows showing the test file"><div class="caption"><p>This image shows the Account Tree window with a set of
accounts loaded from the druid.
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Now, adjust some preferences in the account tree window. Select <b>Edit</b> -> <b>Preferences</b> -> <b>General</b> and change the tool bar buttons so that they display only text, not icons. Click Apply and look at the tool bar buttons in the main window. Return to the <b>Preferences</b> dialog and change the tool bar buttons back to the default setting by clicking Default.
From the tool bar, select Options and select the “Type” item in the <b>Account Fields to display</b> option. The main window should now look like this:
<div class="screenshot"><div class="mediaobject"><img src="figures/basics_gcashdata2.png" alt="The effect of changing the display options"><div class="caption"><p>This image shows the effect of changing the display options.
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Save your file.
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If you plan to import QIF data from another program, let's try a practice file first. (If not, skip to the next chapter on account setup.) First, create a new file called <tt>gcashimport</tt>. From the main menu, select <b>File</b> -> <b>Import</b> -> <b>Import QIF...</b> to start the import. When you are prompted for a filename, select (???GnuCash should have a sample QIF file available for this tutorial - can that be done easily?) Load the file and look at the results of the account match. Complete the import and take a look at the results. The main window should now look like this:
(?Insert a screen shot here that corresponds to an imported test file)
Save your file.
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