2.3. Interface

The very first time you open GnuCash, you will see the Welcome to GnuCash! screen. From there, GnuCash provides other tools to help you easily find what you are looking for. Let’s take a look at some of the common screens and screen boxes you will see.

2.3.1. Tip of the Day

GnuCash provides a Tip of the Day screen to give helpful hints for using the program:

The Tip of the Day

This image shows the Tip of the Day.

These tips provide useful information for beginning users. To view more of the tips, click Forward to continue. If you do not wish to see this screen box on start-up, deselect the box next to Show tips at startup. When you have finished viewing the helpful tips, click Close to close the Tip of the Day screen.

2.3.2. Account Tree Window

You should now see the Accounts window, which appears as shown below. The exact layout of the account tree will depend on which default accounts you selected during the New Account Hierarchy Setup. In this example, the Common Accounts are shown.

The Account Tree Window

This image shows the Accounts window.

The Account Tree window provides an overview of the data contained in the current file. It contains a list of account names and their current balances. From this window, you can open any of the accounts. The individual account windows are called account registers. GnuCash allows you to have as many account registers open as you wish.

At the top of this window is the Titlebar, which displays the file name (once you have saved the file.) Below that is the Menubar. You can access the menu options by either clicking on these menu headings or by using shortcuts and access keys (see Section 2.3.6, “Menu Shortcuts”). Next is the Toolbar, which contains buttons for the most common functions.

The account tree appears below the Toolbar. Once you have started creating accounts, the account names will appear in the account tree. You can customize which headings show up by using the small down-arrow at the far right just above the account tree.

At the bottom is the Statusbar, which tells you information about what you own (Net Assets) and how much money you have made (Profits).

2.3.3. Account Register Window

The Account Register windows are used to enter and edit your account data. As the name suggests, they look similar to a checkbook register. When you double-click an account name in the Accounts window, the Register window for that account will open.

The Checking Account Register

This image shows the Checking Account - Register with several transactions.

Chapter 4, Transactions explains more about account register windows and how to enter data into them. For now, note that the parts of an account register window are similar to the parts of the account tree window described earlier. The Titlebar at the top contains the account name. Below that, the Menubar contains menu options related to the account register. Toolbar buttons simplify common data entry functions. The Statusbar at the bottom of the window, displays some account balances covered in Chapter 4, Transactions. At the bottom of the account register window, information appears about the current location of the cursor.

Note

In the register windows, you can resize the various columns that GnuCash displays, but keep in mind that the description column will automatically expand to fill all unused space. Therefore you should increase the size of all your other columns first and then decrease the size of the description column.

2.3.4. Toolbar Buttons

Both the account tree window and the account register window contain Toolbar buttons. These buttons provide quick access to common functions such as Save and Open in the account tree window and Record and Delete in the account register window. If you are not sure what a button does, move the mouse pointer over that button, and you should see a description of the function appear.

Here is a summary of the account tree window buttons:

Account tree window buttons

Save

Save the current file to disk

Close

Close the current notebook page

Open, Edit, New and Delete

These are functions related to accounts. They are discussed in Chapter 3, Accounts.

Register buttons are discussed in Chapter 4, Transactions.

2.3.5. Menu Items

The account tree window and the account register window both contain menu headings in a Menubar. Clicking on a menu heading brings up the menu items for that heading.

You can click on the account tree menu headings and then move the mouse pointer over the menu items to see what they do. As the pointer moves over a menu item, a description of the item appears in the lower left-hand corner of the window (inside the Statusbar). To select a menu item, click on it.

You can also access the most common menu items in a window by right-clicking the mouse anywhere in that window. In the account tree window, this will bring up a list of account items. In the account register window, this will bring up a list of transaction items.

Other ways of accessing menu items are through keyboard shortcuts and access keys, described next.

2.3.6. Menu Shortcuts

All of the menu items have access keys which are marked by underlined characters in the menu names. Pressing the Alt key with the underlined character in the menu heading will bring up the menu items for that heading. Once the menu items are displayed, type the underlined character in the menu item to activate it. For example, typing Alt+F in the main window brings up the File menu, then typing S will save the file. Access keys are fixed and cannot be changed by users.

Some of the more commonly used menu items also have shortcut keys that directly activate the command without having to traverse the menu structure. These shortcuts typically use the Ctrl key, although they can use any key combination. Menu shortcuts are displayed at the end of each menu item.