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
GnuCash 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, set the New Book Options on the different tabs, then
press the button. You can also update these options later
using → . For details of these options, see the
GnuCash Manual, chapter Customizing GnuCash, Book
In the third 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 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 2.8.2, “
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
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: