# GnuCash Windows & Menus Options Overview

The main GnuCash 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 GnuCash.

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

## GnuCash Windows and Menus

### Main GnuCash Window

Access to commonly used sub-windows and account tools is through this window.

The contents and options within the various sub-menus of the various sections of the main GnuCash window will vary dependent on the active display window.

When you start GnuCash, after a couple of windows (starting splash screen, and tip of the day) the main window will be displayed. This window is very similar to a typical browser, the top "row" displays the file that is open, the next row is the Menu bar, next is the Tool bar, then there is a row of "tabs" for the open reports, registers, or account trees, the next area is a major display space for the active display, near the bottom is a summary bar row and finally the bottom row is the status bar.

TableWinBars describes the components of the main GnuCash Window.

### Display Bars of the main GnuCash Window

Window Components | Description
Menu bar | Contains the Menus used in the currently active Window
Tool Bar | Contains Icons or Text buttons used to access common tasks is the currently active window
Tabs Bar | Contains Tabs of the currently open Account Tree, Reports, Transaction Registers.
Active Display Window | Contains the display of the currently selected Tab
Summary Bar | Contains Summary of Financial Data
Status Bar | Contains a short description of Menu items and a progress bar

The "Accounts" tab labels a display that provides an overview of all your accounts and a summary of their balances. It groups the accounts into types based on standard accounting practice.

To open an additional Account Tree go to File -> New Accounts Page . This will open the account tree in the existing window.

To open a new window with an Account Tree go to Windows -> New Window with Page.

## Account Tab Display

To simplify navigation the following are the topics covered in this section; AccTree-menus, AccTree-toolbar, AccTree-main-bar.

### An "Account Tree" Display.

Account Tree screen

This is an screen image of the "Accounts" tab after creating a new file and "select all" of the accounts.

### Account Tree - Menus

The Menu bar for the Accounts Tree window contains the following options;

- File - AccTree-file-menu

- Edit - AccTree-edit-menu

- View - AccTree-view-menu

- Action - AccTree-actions-menu

- Business - AccTree-business-menu

- Reports - AccTree-reports-menu

- Tools - AccTree-tools-menu

- Windows - AccTree-windows-menu

- Help - AccTree-help-menu

#### Account Tree - File Menu

The following table describes the options in the File Menu.

Clicking on the File option of the Menu bar will "pull down" a menu of options described in the File Menu table.

#### Access to file and account operations and printing.

Menu Item | Description
New -> | Selects the New Account, Budget and file options sub-menu
New File | Creates a new data file (Starts with new Accounts and data.)
New Accounts Page | Creates an copy of the Account tree
New Budget | Starts the Creates a New budget druid.
New Account... | Creates a New Account and opens the account properties.
New Account Hierarchy ... | Starts the Creates a New Account Hierarchy sequence.
Open -> | Selects the Open sub-menu options described below
Open ... | Starts the "Open another data file" process.
Open Budget | Opens an existing budget.
Open Account | When an account is selected in the Account Tree opens the register for that account. (Shortcut Alt-F,O,A)
Open Sub-Accounts | When an account is selected in the Account Tree opens a General Ledger register for that account and all sub-accounts. (Shortcut Alt-F,O,A)
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.
Replay GnuCash .log file... | Starts the replaying of a GnuCash log file. Used for data recovery from "crashes".
Save (Ctrl-S) | Saves the currently open file. Menu shortcut Ctrl-S
Save As ... (Shift+Ctrl+S) | Saves the currently opened file with a different name. Menu shortcut Shift+Ctrl+S Do NOT store your data file in ~/.gnucash/books.
Export -> | Exports ...
Export Accounts | Exports your account hierarchy to a new file. Does not export data.
Properties (Alt+Return) | Sets options for this GnuCash data file.
Recently opened files | Numbered list of most recently opened GnuCash data files.
Quit (Ctrl+Q) | Exits GnuCash. Menu shortcut Ctrl-Q

#### Account Tree - Edit Menu

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

Menu Item | Description
Edit Account (Ctrl+E) | Modify name or characteristic of selected account. acct-edit
Delete Account ... | Remove an account. See acct-delete
Renumber Sub-account ... | Starts the Renumber Account druid. See chart-renumber.
Find ... (Ctrl+F) | Set criteria for a search for a specific transaction. See tool-find for specifics on searches.
Preferences | Customize GnuCash for location, style, and numerous other preferences. See set-prefs.
Style Sheets | Modify/customize Style Sheets. See change-style.
Tax Options | Set tax characteristics on account(s) (US). Assign tax form and line to account.

#### Account Tree - View Menu

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

Menu Item | Description
Toolbar | Check-box to Enable/Disable display of Toolbar.
Summary Bar | Check-box to Enable/Disable display of Summary Bar.
Status Bar | Check-box to Enable/Disable display of Status Bar.
Filter by ... | Set filter for accounts displayed in the Account Tree display.
Refresh (Ctrl+R) | Repaint the display screen.

#### Account Tree - Actions Menu

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

Menu Item | Description
Online Actions -> | If Online Banking was enabled for GnuCash the following sub-menus will be displayed
Get Balance |
Get Transactions | Download transactions from online accounts
Issue Transaction ... | Upload transaction(s) to online account ??
Direct Debit ... |
Scheduled Transactions -> | Scheduled Transactions sub-menus
Scheduled Transaction Editor | Invoke tool to edit scheduled transactions. See sched-editor
Since Last Run... | Display Scheduled transactions since last running of GnuCash. trans-sched-slr
Mortgage & Loan Repayment Setup | Starts the Mortgage & Loan Repayment druid for setting up repayments. trans-sched-loans
Transfer... | Starts the Transfer druid for transfer between accounts.
Reconcile... | Starts the Account Reconcile druid. tool-reconcile
Stock Split... | Starts the Stock Split druid. Additional details stock-split
View Lots... | Opens the "Lots in Account" form.
Check & Repair -> | Check & Repair Submenus
Check & Repair Account | Check for and repair unbalanced transactions and orphan splits in this account.
Check & Repair Sub-accounts | 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... | GnuCash 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 permits reseting the warnings to the default, IE make the warning happen. Warnings may be selectivly enabled.
Rename Page | Open the form to rename the current page/tab.

#### Account Tree - Business Menu

#### Business Menu - Access small business features of GnuCash.

Menu Item | Description
Customer -> | Select customer related activities.
New Customer... | Start the form to create a new customer.
Find Customer... | Start the druid to search for a customer.
New Invoice... | Start the form to create a new invoice.
Find Invoice... | Start the druid to search for a invoice.
New Job... | Start the form to create a new job.
Find Job... | Start the druid to search for a job.
Process Payment... | Starts the Process Payment druid. Requires an account of type "A/Payable" before running druid.
Vendor -> | Select vendor related activities.
New Vendor... | Start the form to create a new vendor.
Find Vendor... | Start the druid to search for a vendor.
New Bill... | Start the form to create a new bill.
Find Bill... | Start the druid to search for a bill.
New Job... | Start the form to create a new job.
Find Job... | Start the druid to search for a job.
Process Payment... | Starts the Process Payment druid. Requires an account of type "A/Payable" before running druid.
Employee -> | Select employee related activities.
New Employee... | Start the form to create a new employee.
Find Employee... | Start the druid to search for a employee.
New Expense Voucher... | Start the form to create a new expense voucher.
Find Expense Voucher... | Start the druid to search for a expense voucher.
Process Payment... | Starts the Process Payment druid. Requires an account of type "A/Payable" before running druid.
Tax Table Editor | 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.
Export -> |
QSF Invoice... | Export one or more Invoice(s) to QSF.
QSF Customer... | Export one or more Customer(s) to QSF.
QSF Vendor... | Export one or more Vendor(s) to QSF.
QSF Employee... | Export one or more Employee(s) to QSF.

#### 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 the Options Icon and the "Stylesheet" used.

#### Reports Menu - Access GnuCash Reports and Charts.

Menu Item | Description
Account Summary | Report showing the balance of selected accounts.
Assets & Liabilities -> |
Advanced Portfolio |
Asset Bar chart |
Asset Pie chart |
Average Balance |
Balance Sheet |
General Journal |
General Ledger |
Investment Portfolio |
Liability Bar chart |
Liability Pie chart |
Net Worth Bar chart |
Price Scatter plot |
Business Reports -> |
Customer Report |
Easy Invoice |
Employee Report |
Fancy Invoice |
Payable Aging |
Printable Invoice |
Receivable Aging |
Vendor Report |
Income & Expense -> |
Budget Report |
Cash Flow |
Equity Statement |
Expense Bar chart |
Expense Pie chart |
Expense vs Day of Week |
Income Bar chart |
Income & Expense Chart |
Income Pie chart |
Income Statement |
Income vs Day of Week |
Trial Balance |
Sample & Custom -> |
Custom Multicolumn Report |
Sample Graphs |
Sample Report With Examples |
Welcome Sample Report |
Tax Report & TXF Export | Create a Tax report (US) and/or export data for tax preparation software. (TXF)
Transaction Report |

#### Account Tree - Tools Menu

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

Menu Item | Description
Online Banking Setup ... | Starts "On-line" banking setup wizard, if GnuCash was built to support on-line banking. tools-on-line-banking
Price Editor | Tool to enter or modify Stock/Fund prices. Details at tool-price
Security Editor | Tool to enter or modify Stock or commodities. Details at tool-security-edit
Financial Calculator | Details at tool-calc
General Ledger | See general-ledger

#### Account Tree - Windows Menu

Menu Item | Description
New Window | Opens a new GnuCash window, window is empty.
New Window with Page | Opens the current tab in a new window, moves the tab to the new window.

#### Help Menu

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

Menu Item | Description
Tutorial & Concepts Guide | Detailed document "How to" in GnuCash
Tips Of The Day | Display Tip of Day.
Contents | Display this Help file
About | Display version, License and Credits

### Account Tree - Tool Bar Icons/Buttons

The GnuCash main Window has a number of Icons/Buttons in tool bar to quickly access some common functions used with the specific active tab. The Tool Bar can be hidden or shown by selecting the Toolbar item on the View menu. The specific options displayed in the tool bar varies by the functions available to the "active tab".

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

### Account Tree - Window Tool Bar

Tool Bar Icons | Description
Save | Perform a save on the data file, commit all transactions to the data file.
Close | 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. acct-edit
New | Start the druid for creating a new account. acct-create
Delete | Remove the selected account. acct-delete

### Tab Bar

The Tab Bar displays "file/notebook folder" style tabs for open transaction registers, and reports.

### Account Tree - Display

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

The triangle shape beside the account name is used to open and close the account tree. When you click on the triangle, it changes from right pointing into a down pointing 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 to the left of an account. This indicates another lower level of the account tree.

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.

### Summary Bar

The Summary Bar 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 Summary Bar can be hidden or shown by selecting the Summary Bar item on the View menu.

### Status Bar

The Status Bar displays tool-tips for the menus that give more explanation to a menu item. It also shows a progress bar when opening or saving a GnuCash data file or generating reports. The Status Bar can be hidden or shown by selecting the Status Bar item on the View menu.

## Account Register/General Ledger

To simplify navigation the following are the topics covered in this section; Trans-menus, Trans-toolbar, Trans-display-main.

### 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 Tool Bar in the Account Tree Window or the Jump button in the Account Register Window are alternate methods.

#### An Account Register Window.

Account Register screen

This is an screen image of the "Account Register" tab after several transactions in the account.

### Account Register Menus

The Menu bar for the Transaction Register window contains the following options;

- File - Trans-file-menu

- Edit - Trans-edit-menu

- View - Trans-view-menu

- Transaction - Trans-transaction-menu

- Action - Trans-actions-menu

- Business - Trans-business-menu

- Reports - Trans-reports-menu

- Tools - Trans-tools-menu

- Windows - Trans-windows-menu

- Help - Trans-help-menu

#### Account Register - File Menu

The following table describes the options in the File Menu.

Clicking on the File option of the Menu bar will "pull down" a menu of options described in the File Menu table.

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

Menu Item | Description
New -> | Selects the New Account, Budget and file options sub-menu
New File | Creates a new data file (Starts with new Accounts and data.)
New Accounts Page | Creates an copy of the Account tree
New Budget | Starts the Creates a New budget druid.
Open -> | Selects the Open sub-menu options described below
Open ... | Starts the "Open another data file" process.
Open Budget | Opens an existing budget.
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.
Replay GnuCash .log file... | Starts the replaying of a GnuCash log file. Used for data recovery from "crashes".
Save (Ctrl-S) | Saves the currently open file. Menu shortcut Ctrl-S
Save As ... (Shift+Ctrl+S) | Saves the currently opened file with a different name. Menu shortcut Shift+Ctrl+S Do NOT store your data file in ~/.gnucash/books.
Print Check ... | Starts the "Print Check" druid. See print-check.
Export -> | Exports ...
Export Accounts | Exports your account hierarchy to a new file. Does not export data.
Properties (Alt+Return) | Sets options for this GnuCash data file.
Recently opened files | Numbered list of most recently opened GnuCash data files.
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. Menu shortcut Ctrl-W
Quit (Ctrl+Q) | Exits GnuCash. Menu shortcut Ctrl-Q

#### Account Register - Edit Menu

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

Menu Item | Description
Paste | Performs a standard Paste operation. Menu shortcut Ctrl-V
Edit Account | Open form to edit/modify account characteristics and parameters.
Find ... (Ctrl+F) | Set criteria for a search for a specific transaction. See tool-find for specifics on searches.
Preferences | Customize GnuCash for location, style, and numerous other preferences. See set-prefs.
Style Sheets | Modify/customize Style Sheets.
Tax Options | Set tax characteristics on account(s) (US). Assign tax form and line to account. See set-tax-options.

#### Account Register - View Menu

#### Account Register - View Menu - Changes GnuCash display Window characteristics.

Menu Item | Description
Toolbar | Check-box to Enable/Disable display of Toolbar.
Summary Bar | Check-box to Enable/Disable display of Summary Bar.
Status Bar | 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 "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.
Refresh (Ctrl+R) | Repaint the display screen.

#### Account Register - Transaction Menu

#### Transaction Menu - .

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 |
Delete Transaction | Delete the selected transaction.
Remove Transaction Splits |
Enter Transaction |
Cancel Transaction |
Void Transaction |
Add Reversing Account |

#### Account Register - Action Menu

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

Menu Item | Description
Scheduled Transactions -> | Scheduled Transactions sub-menus
Scheduled Transaction Editor | Invoke tool to edit scheduled transactions. See sched-editor
Since Last Run... | Display Scheduled transactions since last running of GnuCash. trans-sched-slr
Mortgage & Loan Repayment ... | Starts the Mortgage & Loan Repayment druid for setting up repayments. trans-sched-loans
Transfer... | Starts the Transfer druid for transfer between accounts.
Reconcile... | Starts the Account Reconcile druid. tool-reconcile
Stock Split... | Starts the Stock Split druid. Additional details stock-split
Lot Viewer... | Starts the "Lots in Account" form.
Blank Transaction | Move to the blank transaction at the bottom of the register
Split Transaction |
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... | GnuCash 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 warning's to the default, IE make all the warning's happen.
Rename Page | Open the form to rename the current page/tab.

#### Account Register - Business Menu

#### Business Menu - Access small business features of GnuCash.

Menu Item | Description
Customers -> | Select customer related activities.
New Customer... | Start the form to create a new customer.
Find Customer... | Start the druid to search for a customer.
New Invoice... | Start the form to create a new invoice.
Find Invoice... | Start the druid to search for a invoice.
New Job... | Start the form to create a new job.
Find Job... | Start the druid to search for a job.
Process Payment... | Starts the Process Payment druid. Requires an account of type "A/Payable" before running druid.
Vendor -> | Select vendor related activities.
New Vendor... | Start the form to create a new vendor.
Find Vendor... | Start the druid to search for a vendor.
New Bill... | Start the form to create a new bill.
Find Bill... | Start the druid to search for a bill.
New Job... | Start the form to create a new job.
Find Job... | Start the druid to search for a job.
Process Payment... | Starts the Process Payment druid. Requires an account of type "A/Payable" before running druid.
Employee -> | Select employee related activities.
New Employee... | Start the form to create a new employee.
Find Employee... | Start the druid to search for a employee.
New Expense Voucher... | Start the form to create a new expense voucher.
Find Expense Voucher... | Start the druid to search for a expense voucher.
Process Payment... | Starts the Process Payment druid. Requires an account of type "A/Payable" before running druid.
Tax Table Editor | 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.
Export -> |
QSF Invoice... | Export one or more Invoice(s) to QSF.
QSF Customer... | Export one or more Customer(s) to QSF.
QSF Vendor... | Export one or more Vendor(s) to QSF.
QSF Employee... | Export one or more Employee(s) to QSF.

#### Account Register - Reports Menu

This is only a brief listing of the available reports and graphs. Each report may be customized by the Options Icon and the "Stylesheet" used.

#### Reports Menu - Access GnuCash Reports and Charts.

Menu Item | Description
Account Summary | Report showing the balance of selected accounts.
Assets & Liabilities -> |
Advanced Portfolio |
Asset Bar chart |
Asset Pie chart |
Average Balance |
Balance Sheet |
General Journal |
General Ledger | See general-ledger
Investment Portfolio |
Liability Bar chart |
Liability Pie chart |
Net Worth Bar chart |
Price Scatter plot |
Business Reports -> |
Customer Report |
Easy Invoice |
Employee Report |
Fancy Invoice |
Payable Aging |
Printable Invoice |
Receivable Aging |
Vendor Report |
Income & Expense -> |
Budget Report |
Cash Flow |
Equity Statement |
Expense Bar chart |
Expense Pie chart |
Expense vs Day of Week |
Income Bar chart |
Income & Expense Chart |
Income Pie chart |
Income Statement |
Income vs Day of Week |
Trial Balance |
Sample & Custom -> |
Custom Multicolumn Report |
Sample Graphs |
Sample Report With Examples |
Welcome Sample Report |
Tax Report & TXF Export | Create a Tax report (US) and/or export data for tax preparation software. (TXF)
Transaction Report |
Account Report |
Account Transaction Report |

#### Account Register - Tools Menu

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

Menu Item | Description
Online Banking Setup ... | Starts "On-line" banking setup wizard, if GnuCash was built to support on-line banking. tools-on-line-banking
Price Editor | Tool to enter or modify Stock/Fund prices. Details at tool-price
Security Editor | Tool to enter or modify Stock or commodities. Details at tool-security-edit
Financial Calculator | Details at tool-calc
General Ledger | See general-ledger

#### Account Register - Windows Menu

Menu Item | Description
New Window | Opens a new GnuCash window, window is empty.
New Window with Page | Opens the current tab in a new window, moves the tab to the new window.

#### Help Menu

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

Menu Item | Description
Tutorial & Concepts Guide | Detailed document "How to" in GnuCash
Tips Of The Day | Display Tip of Day or enable/disable display on start-up.
Contents | Display this Help file
About | Display version, License and Credits

### Account Register - Tool Bar Icons/Buttons

The GnuCash main Window has a number of Icons/Buttons in the tool bar to quickly access some common functions used with the specific active tab. The Tool Bar can be hidden or shown by selecting the Toolbar item on the View menu. The specific options displayed in the tool bar varies by the functions available to the "active tab".

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

### Account Register (Transaction Register) Window Tool Bar

Tool Bar Icons | Description
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 already set.
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 druid to transfer funds from one account to another.
Reconcile | Start the Reconcile process for the selected account. tool-reconcile

### 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.

### Summary Bar

The Summary Bar 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 Summary Bar can be hidden or shown by selecting the Summary Bar item on the View menu.

### Status Bar

The Status Bar displays tool-tips for the menus that give more explanation to a menu item. It also shows a progress bar when opening or saving a GnuCash data file or generating reports. The Status Bar can be hidden or shown by selecting the Status Bar item on the View menu.

## Report Window

To simplify navigation the following are the topics covered in this section; Report-menus, Report-tool-bar, report-main.

### 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 Menu Bar -> Reports list. 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 "Status Bar", if has not been opted out of displaying.

#### A "Report Window"

Report screen

This is an screen image of the "Account Summary" tab after creating a new file and "select all" of the accounts.

### Report Menus

The Menu bar for the Report window contains the following options;

- File - Report-file-menu

- Edit - Report-edit-menu

- View - Report-view-menu

- Action - Report-actions-menu

- Business - Report-business-menu

- Reports - Report-reports-menu

- Tools - Report-tools-menu

- Windows - Report-windows-menu

- Help - Report-help-menu

#### Reports - File Menu

The following table describes the options in the File Menu.

Clicking on the File option of the Menu bar will "pull down" a menu of options described in the File Menu table.

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

Menu Item | Description
New -> | Selects the New Account, Budget and file options sub-menu
New File | Creates a new data file (Starts with new Accounts and data.)
New Accounts Page | Creates an copy of the Account tree
New Budget | Starts the Creates a New Budget druid.
Open -> | Selects the Open sub-menu options described below
Open ... | Starts the "Open another data file" process.
Open Budget | Opens an existing budget.
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.
Replay GnuCash .log file... | Starts the replaying of a GnuCash log file. Used for data recovery from "crashes".
Save (Ctrl-S) | Saves the currently open file. Menu shortcut Ctrl-S
Save As ... (Shift+Ctrl+S) | Saves the currently opened file with a different name. Menu shortcut Shift+Ctrl+S Do NOT store your data file in ~/.gnucash/books.
Print Report... | Prints the Report
Export -> | Export
Export Report | Exports HTML formatted report to a file.
Export Accounts | Exports your account hierarchy to a new file. Does not export data.
Properties (Alt+Return) | Sets options for this GnuCash data file.
Recently opened files | Numbered list of most recently opened GnuCash data files.
Close | Closes the current report. Menu shortcut Ctrl-W
Quit (Ctrl+Q) | Exits GnuCash. Menu shortcut Ctrl-Q

#### Reports - Edit Menu

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

Menu Item | Description
Copy |
Find ... (Ctrl+F) | Set criteria for a search for a specific transaction. See tool-find for specifics on searches.
Preferences | Customize GnuCash for location, style, and numerous other preferences. See set-prefs.
Style Sheets | Modify/customize Style Sheets.
Report Options | Open form to edit/modify report selection criteria, stylesheets, date ranges, and other parameters.
Tax Options | Set tax characteristics on account(s) (US). Assign tax form and line to account.

#### Reports - View Menu

#### Report - View Menu - Changes display window view.

Menu Item | Description
Toolbar | Check-box to Enable/Disable display of Toolbar.
Summary Bar | Check-box to Enable/Disable display of Summary Bar. The summary bar is not displayed in reports, however the check-box is effective in other tab displays.
Status Bar | Check-box to Enable/Disable display of Status Bar.
Refresh (Ctrl+R) | Repaint the display screen.

#### Reports - Action Menu

#### Actions Menu - Setup scheduled transactions.

Menu Item | Description
Scheduled Transactions -> | Scheduled Transactions sub-menus
Scheduled Transaction Editor | Invoke tool to edit scheduled transactions. See sched-editor
Since Last Run... | Display Scheduled transactions since last running of GnuCash. trans-sched-slr
Mortgage & Loan Repayment ... | Starts the Mortgage & Loan Repayment druid for setting up repayments. trans-sched-loans
Reset Warnings... | GnuCash 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 warning's to the default, IE make all the warning's happen.
Rename Page | Open the form to rename the current page/tab.

#### Reports - Business Menu

#### Business Menu - Access small business features of GnuCash.

Menu Item | Description
Customers -> | Select customer related activities.
New Customer... | Start the form to create a new customer.
Find Customer... | Start the druid to search for a customer.
New Invoice... | Start the form to create a new invoice.
Find Invoice... | Start the druid to search for a invoice.
New Job... | Start the form to create a new job.
Find Job... | Start the druid to search for a job.
Process Payment... | Starts the Process Payment druid. Requires an account of type "A/Payable" before running druid.
Vendor -> | Select vendor related activities.
New Vendor... | Start the form to create a new vendor.
Find Vendor... | Start the druid to search for a vendor.
New Bill... | Start the form to create a new bill.
Find Bill... | Start the druid to search for a bill.
New Job... | Start the form to create a new job.
Find Job... | Start the druid to search for a job.
Process Payment... | Starts the Process Payment druid. Requires an account of type "A/Payable" before running druid.
Employee -> | Select employee related activities.
New Employee... | Start the form to create a new employee.
Find Employee... | Start the druid to search for a employee.
New Expense Voucher... | Start the form to create a new expense voucher.
Find Expense Voucher... | Start the druid to search for a expense voucher.
Process Payment... | Starts the Process Payment druid. Requires an account of type "A/Payable" before running druid.
Tax Table Editor | 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.
Export -> |
QSF Invoice... | Export one or more Invoice(s) to QSF.
QSF Customer... | Export one or more Customer(s) to QSF.
QSF Vendor... | Export one or more Vendor(s) to QSF.
QSF Employee... | Export one or more Employee(s) to QSF.

#### Reports - Reports Menu

This is only a brief listing of the available reports and graphs. Each report may be customized by the Options Icon and the "Stylesheet" used.

#### Reports Menu - Access GnuCash Reports and Charts.

Menu Item | Description
Account Summary | Report showing the balance of selected accounts.
Assets & Liabilities -> |
Advanced Portfolio |
Asset Bar chart |
Asset Pie chart |
Average Balance |
Balance Sheet |
General Journal |
General Ledger | See general-ledger
Investment Portfolio |
Liability Bar chart |
Liability Pie chart |
Net Worth Bar chart |
Price Scatter plot |
Business Reports -> |
Customer Report |
Easy Invoice |
Employee Report |
Fancy Invoice |
Payable Aging |
Printable Invoice |
Receivable Aging |
Vendor Report |
Income & Expense -> |
Budget Report |
Cash Flow |
Equity Statement |
Expense Bar chart |
Expense Pie chart |
Expense vs Day of Week |
Income Bar chart |
Income & Expense Chart |
Income Pie chart |
Income Statement |
Income vs Day of Week |
Trial Balance |
Sample & Custom -> |
Custom Multicolumn Report |
Sample Graphs |
Sample Report With Examples |
Welcome Sample Report |
Tax Report & TXF Export | Create a Tax report (US) and/or export data for tax preparation software. (TXF)
Transaction Report |

#### Reports - Tools Menu

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

Menu Item | Description
Price Editor | Tool to enter or modify Stock/Fund prices. Details at tool-price
Security Editor | Tool to enter or modify Stock or commodities. Details at tool-security-edit
Financial Calculator | Details at tool-calc
General Ledger | See general-ledger

#### Reports - Windows Menu

Menu Item | Description
New Window | Opens a new GnuCash window, window is empty.
New Window with Page | Opens the current tab in a new window, moves the tab to the new window.

#### Help Menu

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

Menu Item | Description
Tutorial & Concepts Guide | Detailed document "How to" in GnuCash
Tips Of The Day | Display Tip of Day or enable/disable display on start-up.
Contents | Display this Help file
About | Display version, License and Credits

### Reports - Tool Bar Icons/Buttons

The Report Window has a tool bar to access quickly the functions used with reports. The Tool Bar can be hidden or shown by selecting the Toolbar item on the View menu.

### Reports - Tool Bar Buttons

Tool Bar Button | Description
Save |
Close | Closes the current report displayed.
Reload | Reload (rerun) current report.
Stop | Stops the
Export | Exports HTML formatted report to a file.
Options | Edit options specific to selected report.
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 web 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 information in the register window when you click on links contained in the report.

You can also save your report to a file and print the report through the toolbar buttons.

### Summary Bar

The Summary Bar 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 Summary Bar can be hidden or shown by selecting the Summary Bar item on the View menu.

### Status Bar

The Status Bar displays tool-tips for the menus that give more explanation to a menu item. It also shows a progress bar when opening or saving a GnuCash data file or generating reports. The Status Bar can be hidden or shown by selecting the Status Bar item on the View menu.

## Reconcile Window

To simplify navigation the following are the topics covered in this section; reconcile-display, reconcile-menus, reconcile-toolbar.

The detailed explaination of "Reconciling an Account" is described in acct-reconcile.

### Reconcile Display Window

To open the Reconcile Window, select Actions -> Reconcile from the Menu Bar or Reconcile Icon from a transaction window. This will open a small window Reconcile Information. This displays requests the "Statement Date", and "Ending Balance" for the reconciliation, completing the form by pressing the OK will open a tab display with the main reconcile window displayed.

### Components of the Reconcile Window.

Component | Description
Menu bar | Contains the Menus used in the Reconcile Window.
Tool (Icons and/or Text) Bar | Contains buttons used to access common Reconcile Account Window tasks.
Funds In | Contains a list of funds deposited in the account.
Funds Out | Contains a list of funds withdrawn from the account.
Balance Pane | Contains a list of balances to use in 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.
Finish | Complete the reconciliation of this account.
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. acct-edit
Transfer... | Opens a Transfer druid for entering a transfer transaction between any two accounts.
Check & Repair | Verify & Repair this account if necessary.

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

Menu Item | Description
New | Add a new transaction to the account.
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.

#### Tool Bar Buttons

The Reconcile Window has a tool bar to access quickly some common functions used with reconciliation.

#### Reconcile Window Tool Bar

Tool Bar Button | Description
New | Add a new transaction to the account.
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.
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; tools-SX-menus, tools-SX-toolbar, sched-trans-win. sched-editor,

The detailed explaination of "Scheduling Transactions" is described in trans-sched.

### Scheduled Transactions Main Display Window

This window is shown when Actions -> Scheduled Transactions -> Scheduled Transactions Editor is selected from a Menu Bar. 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
Menu bar | Contains the Menus used in the Schedule Transactions Window. It provides the standard list of menu bar 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".
Tool (Icons and/or Text) Bar | Contains buttons used to access Schedule Transitions tasks.
Tabs | Tabs to switch between open displays.
Transactions | Contains a list of transactions scheduled and related characteristics.
Calendar Pane | Contains a calendar of the next 12 months and the dates the active scheduled transactions are scheduled.

#### Schedule Menu

The following table describe Schedule menu options Schedule Transaction Window.

#### Schedule 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.

#### Schedule Transaction Tool Bar Buttons

The Schedule Transaction Window has a tool bar to access quickly some common functions used with reconciliation.

#### Schedule Transaction Window Tool Bar

Tool Bar Button | Description
New | Add a new scheduled transaction.
Edit | Edit the currently selected transaction.
Delete | Remove the currently selected transaction.
Save | Save the current schedule of transactions.
Close | Close the Schedule Transaction Editor.