# &app; Windows & Menus Options Overview

The main &app; window displays the accounts, reports, menu selections and tools you may use to process your financial data. This section gives you an overview of the different windows and sections of windows that you will see in &app;.

Links in the various tables will lead to additional details on the topic.

## &app; Windows and Menus

### Main &app; Window

You can access commonly used sub-windows and tools through this window.

#### The Main &app; Window

&app; main window parts

The parts in which the main &app; window is divided.

When you start &app;, after a couple of windows (Splash screen, Tip of the Day) the main window will be displayed. This window is divided into the following sections (see for reference):

Titlebar

  Displays the name of the currently opened file and the active tab’s name

Menubar

  Displays the available menu entries

Toolbar

  Displays the available Toolbar buttons

Tab bar

  Lists the open reports, registers and tree of accounts

Main pane

  The major display space showing the content of the currently selected tab

Summarybar

  Displays a financial summary

Statusbar

  Gives a description of the active menu item and shows a progress bar

The contents and options within the various sub-menus of the different sections of the main &app; window will vary upon the active display window.

The tree of accounts is labeled Accounts in the Tab bar, and displays all your accounts and their balances, grouped according to standard accounting practice.

To open an additional view of the tree of accounts go to View New Accounts Page. This will open the account tree in the existing window.

To open a new window with a tree of accounts view, go to Windows New Window with Page.

## Account Tab Display

### The Account Tree Display.

Account Tree screen

This is an image of the Accounts tab.

### Account Tree - Menus

The Menubar for the Accounts Tree window contains the following options.

#### Account Tree - File Menu

The following table describes the options in the File Menu.

Clicking on the File option of the Menubar will pull down a menu of options described in .

##### Account Tree - File Menu - Access to file, account operations and printing.

Menu Item | Description
--- | ---
Ctrl N New File | Creates a new data file (starts with new accounts and data.)
Ctrl O Open... | Opens an already existing &app; data file.
Import | Opens the Import sub-menu to import files from other financial programs.
Import QIF ... | Starts the QIF file Import process.
Import OFX/QFX ... | Starts the OFX/QFX file Import process.
Import CSV/Fixed-Width ... | Starts the CSV/Fixed-Width file Import process.
Replay &app; .log file... | Starts the replaying of a &app; log file. Used for data recovery from "crashes".
Import MT940 | .
Import MT942 | .
Import DTAUS | .
Import DTAUS and send | .
Ctrl S Save | Saves the currently open file.
Shift Ctrl S Save As... | Saves the currently opened file with a different name. Do NOT store your data file in `~/.gnucash/books`.
Shift Ctrl P Page Setup... | Let you choose the paper size, layout and margins for printing.
Export | Opens the Export sub-menu.
Export Accounts | Exports your account hierarchy to a new file. Does not export data.
Alt Enter Properties | Sets options for this &app; data file.
Recently opened files | Numbered list of most recently opened &app; data files.
Ctrl Q Quit | Exits &app;.

#### Account Tree - Edit Menu

##### Account Tree - Edit Menu - Access to file and account editing operations and preferences.

Menu Item | Description
--- | ---
Ctrl E Edit Account | Modify name or characteristic of selected account.
Delete Delete Account... | Remove an account. See
Renumber Subaccounts... | Starts the Renumber Account assistant. See . This item is selectable only if you have highlighted an account with at least one subaccount in the accounts tree.
Open Account | Opens the register window for the currently selected account.
Open Subaccount | Opens a register window that displays all the transactions for the selected account and for all its subbaccounts.
Ctrl F Find... | Set criteria for a search for a specific transaction. See for specifics on searches.
Preferences (Gnucash Preferences on Mac OS X). | Customize &app; for location, style, and numerous other preferences. See .
Style Sheets | Modify/customize Style Sheets. See .
Tax Report Options | Set tax characteristics on account(s) (US). Assign tax form and line to account. See

#### Account Tree - View Menu

##### Account Tree - View Menu - Changes display window view.

Menu Item | Description
--- | ---
Toolbar | Check-box to enable/disable display of Toolbar.
Summarybar | Check-box to enable/disable display of Summarybar .
Statusbar | Check-box to enable/disable display of Statusbar.
Filter by ... | Set filter for accounts displayed in the Account Tree display.
Ctrl R Refresh | Repaint the display screen.
New Accounts Page | Open a new tab that display the account tree.

#### Account Tree - Actions Menu

##### Account Tree - Actions Menu - Setup scheduled transactions, repair accounts, perform stock splits, transfer and reconcile transactions.

Menu Item | Description
--- | ---
Online Actions | This menu item (and sub-menu) is shown only if Online Banking was enabled for &app;
Get Balance |
Get Transactions | Download transactions from online accounts
Issue Transaction... | Upload transaction(s) to online account ??
Internal Transaction... |
Direct Debit... |
Scheduled Transactions | Scheduled Transactions sub-menus
Scheduled Transaction Editor | Invoke tool to edit scheduled transactions. See
Since Last Run... | Display Scheduled transactions since last running of &app;.
Mortgage & Loan Repayment... | Starts the Mortgage & Loan Repayment assistant for setting up repayments.
Budget | Budget sub-menus
New Budget | Opens the window to create a new budget.
Open Budget | Opens an existing budget.
New Account... | Creates a new account and opens the account properties window.
New Account Hierarchy... | Starts the New Account Hierarchy Setup assistant.
Ctrl T Transfer... | Starts the Transfer assistant for transfer between accounts.
Reconcile... | Starts the Account Reconcile assistant.
Stock Split... | Starts the Stock Split assistant. Additional details
View Lots... | Opens the Lots in Account form.
Auto clear... | Opens the auto-clear screen where you can fill up the automatic clear information.
Check & Repair | Check & Repair Submenus
Check & Repair Account | Check for and repair unbalanced transactions and orphan splits in this account.
Check & Repair Subaccounts | Check for and repair unbalanced transactions and orphan splits in this account and its subaccounts.
Check & Repair All | Check for and repair unbalanced transactions and orphan splits in all accounts.

Reset Warnings...

&app; gives warnings when certain operations are attempted, such as removing a transaction or removing the splits of a transaction. The warning message gives you the option to not give you these warnings when attempting the operation. Check-boxes labeled Remember and don’t ask me again and Remember and don’t ask me again this session allow disabling the warnings. This option resets the warnings to the default, This option resets the warnings to the default, i.e. display all warnings.

Warnings may be selectivly enabled.

Rename Page | Open the form to rename the current page/tab.

#### Account Tree - Business Menu

##### Account Tree - Business Menu - Access small business features of &app;.

Menu Item | Description
--- | ---
Customer | Select customer related activities.
New Customer... | Start the form to create a new customer.
Find Customer... | Start the assistant to search for a customer.
New Invoice... | Start the form to create a new invoice.
Find Invoice... | Start the assistant to search for a invoice.
New Job... | Start the form to create a new job.
Find Job... | Start the assistant to search for a job.
Process Payment... | Starts the Process Payment assistant. Requires an account of type "A/Payable" before running assistant.
Vendor | Select vendor related activities.
New Vendor... | Start the form to create a new vendor.
Find Vendor... | Start the assistant to search for a vendor.
New Bill... | Start the form to create a new bill.
Find Bill... | Start the assistant to search for a bill.
New Job... | Start the form to create a new job.
Find Job... | Start the assistant to search for a job.
Process Payment... | Starts the Process Payment assistant. Requires an account of type "A/Payable" before running assistant.
Employee | Select employee related activities.
New Employee... | Start the form to create a new employee.
Find Employee... | Start the assistant to search for a employee.
New Expense Voucher... | Start the form to create a new expense voucher.
Find Expense Voucher... | Start the assistant to search for a expense voucher.
Process Payment... | Starts the Process Payment assistant. Requires an account of type "A/Payable" before running assistant.
Sales Tax Table | View and edit the list of tax tables.
Billing Terms Editor | View and edit the list of Billing Terms.
Bills Due Reminder | View and edit the list of Bills Due Reminder.

#### Account Tree - Reports Menu

This is only a brief listing of each of the available reports and graphs. Each report or graph may be customized by selecting a different Stylesheet or by pressing the Options button in the Toolbar.

##### Account Tree - Reports Menu - Access &app; Reports and Charts.

Menu Item | Description
--- | ---
Assets & Liabilities |
Advanced Portfolio |
Asset Barchart |
Asset Piechart |
Average Balance |
Balance Sheet |
Balance Sheet using eguile-gnc |
General Journal |
General Ledger |
Investment Portfolio |
Liability Barchart |
Liability Piechart |
Net Worth Barchart |
Price Scatterplot |
Business Reports |
Customer Report |
Easy Invoice |
Employee Report |
Fancy Invoice |
Job Report |
Payable Aging |
Printable Invoice |
Receivable Aging |
Tax Report |
Vendor Report |
Income & Expense |
Cash Flow |
Equity Statement |
Expense Barchart |
Expense Piechart |
Expenses vs Day of Week |
Income & Expense Chart |
Income Barchart |
Income Piechart |
Income Statement |
Income vs Day of Week |
Trial Balance |
Profit & loss |
Sample & Custom |
Welcome Sample Report |
Custom Multicolumn Report |
Sample Report With Examples |
Account Summary | Report showing the balance of selected accounts.
Custom Reports | Open the screen to manage the user created reports.
Tax Schedule Report & TXF Export | Create a Tax report (US) and/or export data for tax preparation software. (TXF)
Transaction Report |

#### Account Tree - Tools Menu

##### Account Tree - Tools Menu - Access to miscellaneous tools and editors

Menu Item | Description
--- | ---
Online Banking Setup ... | Starts the Online banking setup assistant, if &app; was built to support on-line banking.
Price Editor | Tool to enter or modify Stock/Fund prices. Details at
Security Editor | Tool to enter or modify Stock or commodities. Details at
Financial Calculator | Details at
Close Book | Open a screen where you can enter the required information to close the current accounting book.
General Ledger | See

#### Account Tree - Windows Menu

##### Account Tree - Windows Menu

Menu Item | Description
--- | ---
New Window | Opens a new &app; empty window.
New Window with Page | Moves the current tab into a new window.

#### Account Tree - Help Menu

##### Account Tree - Help Menu - Access to this help and the Tutorial and Concepts Guide.

Menu Item | Description
--- | ---
Tutorial & Concepts Guide | Explanation of accounting principles and how to apply them in &app;
Tips Of The Day | Shows short notes about features you might otherwise miss.
Contents | Open this document.
About | Show the information screen with &app; version, license and credits

### Account Tree - Toolbar Icons/Buttons

The &app; main Window has a number of buttons in the Toolbar to quickly access some common functions used with the specific active tab. The Toolbar can be hidden or shown by selecting View Toolbar. The specific options displayed in the Toolbar vary with the functions available to the "active tab".

A brief description of the function of a Toolbar button is displayed when the mouse pointer is placed over the icon for a couple of seconds.

#### Account Tree - Window Toolbar

Toolbar Buttons | Description
--- | ---
Ctrl S Save | Perform a save on the data file, commit all transactions to the data file.
Ctrl W Close | Close the currently active account page This icon is not available for the first accounts tab. It is available for additional account tree displays.
Open | Open a transaction register of the selected account.
Edit | Edit the characteristics for the selected account.
New | Start the assistant for creating a new account.
Delete | Remove the selected account.

### Tab bar

The Tab bar displays file/notebook folder style tabs for open transaction registers, reports and the account tree.

### Main pane - Account tree

The account tree displays the list of your accounts in hierarchical format. This enables you to organize your accounts by type.

The triangle shape (or plus sign) beside the account name is used to open and close the account tree. When you click on the triangle (plus sign), it changes from a rightward-pointing into a downward-pointing sign (minus sign) to indicate that the tree is opened. You will then see offset below the account name either a list of the sub account(s) or another triangle (plus sign) to the left of an account. This indicates another lower level of the account tree.

In the main pane are also shown, by default, four columns: Account Name, Type, Description and Total. For each account, this informations, if available, is displayed in the same row of the account.

The columns shown for each account in the Account Tree can be customized to suit your needs. Click on the arrow icon on the far right of the Account Tree window to display a drop down list of column options. Click on a column description to add it to the Account Tree window. Click again on the column description to hide it.

The default display for the account tree window is in Notebook mode. This is indicated by the tab in the tab row of the main window. Other tabs will appear beside this one when you open reports, account registers or additional account trees.

### Summarybar

The Summarybar displays balances appropriate for the opened account type at a glance. Usually accounts display today’s account balance, any balance for future dates, a balance for cleared items and a reconciled balance. Stock accounts, however, display shares totals and their value. The Summarybar can be hidden or shown by selecting View Summarybar.

### Statusbar

The Statusbar displays informations about the currently highlighted menu item. It also shows a progress bar when opening or saving a &app; data file or generating reports. The Statusbar can be hidden or shown by selecting the Statusbar item on the View menu.

## Account Register/General Ledger

### Account Register & General Ledger Window

This window is used to enter and edit your account data. It also provides tools for scheduling future transactions, finding and reporting on transactions and printing checks.

To open the Account Register Window for an account, select the account in the Account Tree then go to File Open Account or press Ctrl O. This will open a new window with the Account Register. Pressing the Open button on the Toolbar in the Account Tree Window or the Jump button in the Account Register Window are alternate methods.

#### The Account Register Display.

Account Register screen

This is an image of the Account Register tab.

### Account Register Menus

The Menubar for the Transaction Register window contains the following options.

#### Account Register - File Menu

The following table describes the options in the File.

Clicking on File in the Menubar will pull down a menu of choices described in .

##### Account Register - File Menu - Access to file and account operations and printing.

Menu Item | Description
--- | ---
Ctrl N New File | Creates a new data file (starts with new accounts and data.)
Ctrl O Open... | Opens an already existing &app; data file.
Import | Opens the Import sub-menu to import files from other financial programs.
Import QIF ... | Starts the QIF file Import process.
Import OFX/QFX ... | Starts the OFX/QFX file Import process.
Import CSV/Fixed-Width ... | Starts the CSV/Fixed-Width file Import process.
Replay &app; .log file... | Starts the replaying of a &app; log file. Used for data recovery from "crashes".
Import MT940 | .
Import MT942 | .
Import DTAUS | .
Import DTAUS and send | .
Ctrl S Save | Saves the currently open file.
Shift Ctrl S Save As... | Saves the currently opened file with a different name. Do NOT store your data file in `~/.gnucash/books`.
Ctrl P Print Checks... | Starts the Print Checks assistant. See .
Shift Ctrl P Page Setup... | Let you choose the paper size, layout and margins for printing.
Export | Exports ...
Export Accounts | Exports your account hierarchy to a new file. Does not export data.
Alt Enter Properties | Sets options for this &app; data file.
Recently opened files | Numbered list of most recently opened &app; data files.
Ctrl W Close | Closes the current open account tree, transaction register or report. In the initial Account tree this item is not available - it will be grayed out.
Ctrl Q Quit | Exits &app;.

#### Account Register - Edit Menu

##### Account Register - Edit Menu - Access to file and account editing operations and preferences.

Menu Item | Description
--- | ---
Ctrl X Cut | Performs a standard Cut operation.
Ctrl C Copy | Performs a standard Copy operation.
Ctrl V Paste | Performs a standard Paste operation.
Edit Account | Open form to edit/modify account characteristics and parameters.
Ctrl F Find... | Set criteria for a search for a specific transaction. See for specifics on searches.
Preferences (Gnucash Preferences on Mac OS X). | Customize &app; for location, style, and numerous other preferences. See .
Style Sheets | Modify/customize Style Sheets.
Tax Report Options | Set tax characteristics on account(s) (US). Assign tax form and line to account. See .

#### Account Register - View Menu

##### Account Register - View Menu - Changes &app; display window characteristics.

Menu Item | Description
--- | ---
Toolbar | Check-box to enable/disable display of Toolbar.
Summarybar | Check-box to enable/disable display of Summary Bar.
Statusbar | Check-box to enable/disable display of Status Bar.
Basic Ledger | Radio button to select register display mode.
Auto-Split Ledger | Radio button to select register display mode.
Transaction Journal | Radio button to select register display mode.
Double Line | Check-box to enable/disable display of Double Line display.
Sort by ... | Set the sort order of the transactions display. Requires a click to start options form. Option form requires Cancel/OK to close.
Standard Order | Keep normal account order
Date | Sort by date
Date of Entry | Sort by date of entry.
Statement Date | Sort by the statement date (unreconciled items last).
Number | Sort by number.
Amount | Sort by amount.
Memo | Sort by memo.
Description | Sort by Description.
Action | Sort by action field.
Notes | Sort by notes field.
Filter by ... | Set filtering for accounts displayed in the Account Tree or transactions in Register display.
Ctrl R Refresh | Repaint the display screen.
New Accounts Page | Open a new tab that display the account tree.

#### Account Register - Transaction Menu

##### Account Register - Transaction Menu - access to transaction tools.

Menu Item | Description
--- | ---
Cut Transaction | Cut the selected transaction into the clipboard.
Copy Transaction | Copy the selected transaction into the clipboard.
Paste Transaction | Paste the selected transaction from the clipboard.
Duplicate Transaction | Insert in the register a copy of the selected transaction.
Delete Transaction | Delete the selected transaction.
Remove Transaction Splits | Remove all splits from the selected transaction.
Enter Transaction | Enter in the register the transaction you are currently working on.
Cancel Transaction |
Void Transaction | Void the selected transaction.
Unvoid Transaction | Unvoid the selected transaction.
Add Reversing Transaction |

#### Account Register - Actions Menu

##### Account Register - Actions Menu - Setup scheduled transactions, repair accounts, perform stock splits, transfer and reconcile transactions.

Menu Item | Description
--- | ---
Online Actions | This menu item (and sub-menu) is shown only if Online Banking was enabled for &app;
Get Balance |
Get Transactions | Download transactions from online accounts
Issue Transaction... | Upload transaction(s) to online account ??
Internal Transaction... |
Direct Debit... |
Scheduled Transactions | Scheduled Transactions sub-menus
Scheduled Transaction Editor | Invoke tool to edit scheduled transactions. See
Since Last Run... | Display Scheduled transactions since last running of &app;.
Mortgage & Loan Repayment... | Starts the Mortgage & Loan Repayment assistant for setting up repayments.
Budget | Budget sub-menus
New Budget | Opens the window to create a new budget.
Open Budget | Opens an existing budget.
Ctrl T Transfer... | Starts the Transfer assistant for transfer between accounts.
Reconcile... | Starts the Account Reconcile assistant.
Stock Split... | Starts the Stock Split assistant. Additional details
View Lots... | Opens the Lots in Account form.
Blank Transaction | Move to the blank transaction at the bottom of the register
Split Transaction | Expand the currently selected transaction to show splits.
Edit Exchange Rate | Edit the exchange rate for the current transaction.
Schedule... | Create a Scheduled Transaction with the current transaction as a template.
Jump | Jump to the corresponding transaction in the other account.
Check & Repair | Check & Repair Submenus
All Transactions | Check for and repair unbalanced transactions and orphan splits in this account.
This Transaction | Check for and repair splits in this transaction.

Reset Warnings...

&app; gives warnings when certain operations are attempted, such as removing a transaction or removing the splits of a transaction. The warning message gives you the option to not give you these warnings when attempting the operation. Check-boxes labeled Remember and don’t ask me again and Remember and don’t ask me again this session allow disabling the warnings. This option resets the warnings to the default, This option resets the warnings to the default, i.e. display all warnings.

Warnings may be selectivly enabled.

Rename Page | Open the form to rename the current page/tab.

#### Account Register - Business Menu

The items shown in the Business menu are the same listed in .

#### Account Register - Reports Menu

The items shown in the Reports menu are the same listed in plus the two types of report listed in the following.

- Account report

- Account Transaction Report

#### Account Register - Tools Menu

The items shown in the Tools menu are the same listed in .

#### Account Register - Windows Menu

The items shown in the Windows menu are the same listed in .

#### Account Register - Help Menu

The items shown in the Help menu are the same listed in .

### Account Register - Toolbar Icons/Buttons

The &app; main Window has a number of icons/buttons in the Toolbar to quickly access some common functions used with the specific active tab. The Toolbar can be hidden or shown by selecting the Toolbar item on the View menu.

The specific options displayed in the Toolbar varies by the functions available to the active tab.

A brief description of the function of a button is displayed when the mouse pointer is placed over the button for a couple of seconds.

#### Account Register (Transaction Register) Window Toolbar

Toolbar Buttons | Description
--- | ---
Ctrl S Save | Perform a save on the data file, commit all transactions to the data file.
Close | Close this register.
Duplicate | Make a copy of the current transaction.
Delete | Delete the current transaction in this register.
Enter | Record the current transaction.
Cancel | Cancel the current transaction.
Blank | Move to a blank transaction at bottom of register.
Split | Show all splits in the current transaction. Not highlighted if View Auto-Split Ledger is enableb.
Jump | Jump to the corresponding transaction in the other account
Schedule | Create a Scheduled Transaction with the current transaction as a template.
Transfer | Start the transfer assistant to transfer funds from one account to another.
Reconcile | Start the Reconcile process for the selected account.

### Tab Bar

The Tab bar displays notebook/file folder style tabs for open transaction registers, account trees and reports.

### List of Transactions

The List of Transactions displays transactions you have entered and a running balance. It also provides a blank transaction to enter new transactions. The column headings vary according to what type of account you have opened. Common headings are Date, Description, Transfer and Balance.

The View menu can be used to alter the appearance of the List of Transactions. Possible changes are limiting the number of transactions shown, using a different sort order and changing the style to more easily see transactions. The Split button also provides quick access to view all the parts of a transaction.

### Summarybar

The Summarybar displays balances appropriate for the opened account type at a glance. Usually accounts display Present (today’s) account balance, any balance for Future dates, a balance for Cleared items, a Reconciled balance and a Projected Minimum balance. Stock accounts, however, display shares totals and their value. The Summarybar can be hidden or shown by selecting the View Summarybar item.

### Statusbar

The Statusbar works the same as described in .

## Report Window

### Report Display Window

This window is shown whenever a report or chart is selected from the Reports menu.

To open the report window, select a report from the Reports item in the Menubar. This will open a new window with the report displayed. It provides a web browser type display with active links to account data.

Depending on the report there may be a delay while the report is generated. An approximation of the progress to completion is displayed in the Statusbar, if has not been opted out of displaying.

#### The Report Window

Report screen

This is an image of the Income/Expense Chart.

### Report Menus

The Menubar for the report window contains the following options.

#### Reports - File Menu

The following table describes the options in the File Menu.

Clicking on the File option of the Menubar will pull down a menu of options described in .

##### Report - File Menu - Access to file and account operations and printing.

Menu Item | Description
--- | ---
Ctrl N New File | Creates a new data file (starts with new accounts and data.)
Ctrl O Open... | Opens an already existing &app; data file.
Import | Opens the Import sub-menu to import files from other financial programs.
Import QIF ... | Starts the QIF file Import process.
Import OFX/QFX ... | Starts the OFX/QFX file Import process.
Import CSV/Fixed-Width ... | Starts the CSV/Fixed-Width file Import process.
Replay &app; .log file... | Starts the replaying of a &app; log file. Used for data recovery from "crashes".
Import MT940 | .
Import MT942 | .
Import DTAUS | .
Import DTAUS and send | .
Ctrl S Save | Saves the currently open file.
Shift Ctrl S Save As... | Saves the currently opened file with a different name. Do NOT store your data file in `~/.gnucash/books`.
Add Report | Saves the displayed report in a configuration file. In this way you will be able to run the exact same report again by using the Reports Custom Report menu item. In order to make the Add Report item selectable, you first need to change the report’s default name through the report options or by selecting Actions Rename Page when displaying the report.
Ctrl P Print Report... | Print the selected report.
Shift Ctrl P Page Setup... | Let you choose the paper size, layout and margins for printing.
Export | Exports ...
Export Report | Export the current report in an HTML formatted file.
Export Accounts | Exports your account hierarchy to a new file. Does not export data.
Alt Enter Properties | Sets options for this &app; data file.
Recently opened files | Numbered list of most recently opened &app; data files.
Ctrl W Close | Closes the current report.
Ctrl Q Quit | Exits &app;.

#### Report - Edit Menu

##### Reports - Edit Menu - Access to file and account editing operations and preferences.

Menu Item | Description
--- | ---
Ctrl C Copy | Performs a standard Copy operation.
Ctrl F Find... | Set criteria for a search for a specific transaction. See for specifics on searches.
Preferences (Gnucash Preferences on Mac OS X). | Customize &app; for location, style, and numerous other preferences. See .
Style Sheets | Modify/customize Style Sheets.
Report Options | Open form to edit/modify report selection criteria, stylesheets, date ranges, and other parameters.
Tax Report Options | Set tax characteristics on account(s) (US). Assign tax form and line to account. See .

#### Report - View Menu

Except Filter By..., the items shown in the View menu are the same listed in

#### Report - Actions Menu

##### Reports - Actions Menu - Setup scheduled transactions.

Menu Item | Description
--- | ---
Online Actions | This menu item (and sub-menu) is shown only if Online Banking was enabled for &app;
Get Balance |
Get Transactions | Download transactions from online accounts
Issue Transaction... | Upload transaction(s) to online account ??
Internal Transaction... |
Direct Debit... |
Scheduled Transactions | Scheduled Transactions sub-menus
Scheduled Transaction Editor | Invoke tool to edit scheduled transactions. See
Since Last Run... | Display Scheduled transactions since last running of &app;.
Mortgage & Loan Repayment... | Starts the Mortgage & Loan Repayment assistant for setting up repayments.
Budget | Budget sub-menus
New Budget | Opens the window to create a new budget.
Open Budget | Opens an existing budget.

Reset Warnings...

&app; gives warnings when certain operations are attempted, such as removing a transaction or removing the splits of a transaction. The warning message gives you the option to not give you these warnings when attempting the operation. Check-boxes labeled Remember and don’t ask me again and Remember and don’t ask me again this session allow disabling the warnings. This option resets the warnings to the default, This option resets the warnings to the default, i.e. display all warnings.

Warnings may be selectivly enabled.

Rename Page | Lets you type a new name for the current page or tab.

#### Report - Business Menu

The items shown in the Business menu are the same listed in .

#### Report - Reports Menu

The items shown in the Reports menu are the same listed in .

#### Report - Tools Menu

The items shown in the Tools menu are the same listed in .

#### Report - Windows Menu

The items shown in the Windows menu are the same listed in .

#### Report - Help Menu

The items shown in the Help menu are the same listed in .

### Reports - Toolbar Icons/Buttons

The Report Window has a Toolbar to quickly access the functions used with reports. The Toolbar can be hidden or shown by selecting View Toolbar.

#### Reports - Toolbar Buttons

Toolbar Button | Description
--- | ---
Ctrl S Save |
Ctrl W Close | Closes the displayed report.
Back | Move back one step in the history.
Forward | Move forward one step in the history.
Reload | Reload (rerun) current report.
Stop | Stops the
Export | Exports HTML formatted report to a file.
Options | Edit options specific to selected report.
Ctrl P Print | Queues the current report for printing.

### Tab Bar

The Tab bar displays notebook/file folder-style tabs for open transaction registers, account trees and reports.

### Report Main Display

This is where the report or chart you have selected is shown. The properties of this window are editable in two ways. Selecting the Options button on the Toolbar lets you edit what the report is showing and which accounts the information is drawn from. Selecting Edit Style Sheets... lets you select the properties of the page that displays your report.

The report is able to act like a web browser if your report contains links to external web pages. The Toolbar buttons allow you to move Back and Forward through web pages. It will also open account registers when you click on links to accounts contained in the report.

You can also Export your report to a file and Print the report through the Toolbar buttons.

### Summarybar

The Summarybar is not displayed when viewing a report window.

### Statusbar

The Statusbar works the same as described in .

## Reconcile Window

To simplify navigation the following are the topics covered in this section; , , .

The detailed explaination of reconciling an account is described in .

### Reconcile Display Window

To open the Reconcile window, click Actions Reconcile... from the Menubar or the Reconcile button from the Toolbar in a register window. This will open a Reconcile screen in which you need to enter the Statement Date and the Ending Balance. If you select the Include subaccounts option, all transactions in the subaccounts of the selected account will also be counted for the reconcile operation. Pressing the OK button will open a Reconcile window allowing you to compare deposit and withdrawal transactions to your statement.

#### Components of the Reconcile Window.

Component | Description
--- | ---
Menubar | Contains the Menus used in the Reconcile Window.
Toolbar (Icons and/or Text) | Contains buttons used to access common Reconcile Account Window tasks.
Funds In | This pane in the left contains a list of funds deposited in the account.
Funds Out | This pane in the right contains a list of funds withdrawn from the account.
Balance Pane | This pane in the lower right contains a list of balances useful for reconciling.

#### Menus

The following tables describe menus in the Reconcile Window.

##### Reconcile Menu - Access to Reconcile Information and finishing or postponing.

Menu Item | Description
--- | ---
Reconcile Information... | Opens the Reconciling Information Window.
Ctrl F Finish | Complete the reconciliation of this account.
Ctrl P Postpone | Postpone the reconciliation of this account.
Cancel | Cancel the reconciliation of this account.

##### Account Menu - Access to account operations.

Menu Item | Description
--- | ---
Open Account | Opens a transaction register for the accounts
Edit Account | Modify name or characteristic of selected account.
Ctrl T Transfer... | Opens a Transfer assistant for entering a transfer transaction between any two accounts.
Check & Repair | Verify and repair this account if necessary.

##### Transaction Menu - Access to transaction editing operations.

Menu Item | Description
--- | ---
New | Add a new transaction to the account.
Balance | Opens the account‘s register window with a pre-compiled balancing transaction.
Edit | Edit the currently selected transaction.
Delete | Remove the currently selected transaction.

##### Help Menu - Access to help.

Menu Item | Description
--- | ---
Help | Open this Help text file.

#### Toolbar Buttons

The Reconcile window has a Toolbar to access quickly some common functions used with reconciliation.

##### Reconcile Window Toolbar

Toolbar Button | Description
--- | ---
New | Add a new transaction to the account.
Balance | Opens the account‘s register window with a pre-compiled balancing transaction.
Edit | Edit the currently selected transaction.
Delete | Remove the currently selected transaction.
Open | Open an Account transaction window.
Finish | Complete the reconciliation of this account. This button is not active (grayed out) until the Difference value in the balance pane (lower right) is 0.
Postpone | Postpone the reconciliation of this account.
Cancel | Cancel the reconciliation of this account.

## Schedule Transaction Window

To simplify navigation the following are the topics covered in this section; , , . ,

The detailed explaination of scheduling transactions is described in .

### Scheduled Transactions Main Display Window

This window is shown when Actions Scheduled Transactions Scheduled Transactions Editor is selected from the Menubar.

This will open a new tab window with the Scheduled Transactions displayed.

#### Scheduled Transaction Main Window Components

##### Components of the Schedule Transactions Window.

Component | Description
--- | ---
Menubar | Contains the Menus used in the Schedule Transactions Window. It provides the standard list of Menubar options and an additional option, Scheduled, which presents options; New, Edit or Delete. If no transaction is highlighted Edit and Delete will be "grayed out".
Toolbar (Icons and/or Text) | Contains buttons used to access Schedule Transitions tasks.
Tabs | Tabs to switch between open displays.
Transactions | The Transactions pane contains a list of transactions scheduled and related characteristics.

Upcoming

The Upcoming pane contains a calendar of the next months In this calendar the days in which one or more transactions are scheduled, are highlighted with a circle.

You could change the time interval displayed in the calendar by selecting a different period from the View: drop down list on the right.

Click on a date in the pane and the details about the scheduled transactions on this very date will be displayed.

#### Scheduled Menu

The following table describe the Scheduled menu options available in the Menubar when you are in the Scheduled Transaction window.

##### Scheduled Menu - Access to scheduled transaction editing operations.

Menu Item | Description
--- | ---
New | Add a new schedule transaction.
Edit | Edit the currently selected transaction.
Delete | Remove the currently selected transaction.

#### Scheduled Transactions Toolbar Buttons

The Scheduled Transactions window has a Toolbar to quickly access some common functions used with scheduling.

##### Scheduled Transactions Window Toolbar

Toolbar Button | Description
--- | ---
Ctrl S Save | Save the current schedule of transactions.
Ctrl W Close | Close the Scheduled Transactions window.
New | Add a new scheduled transaction.
Edit | Edit the currently selected transaction.
Delete | Remove the currently selected transaction.