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<!DOCTYPE chapter SYSTEM "gnc-gui-C.dtd">
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<chapter id="getting-started">
  <title>Getting Started</title>

  <sect1 id="first-time">
    <title>The <quote>Welcome to &appname;!</quote> Screen</title>

    <figure pgwide="1">
      <title><quote>Welcome to &appname;!</quote> Screen</title>

      <screenshot>
        <mediaobject>
          <imageobject>
            <imagedata fileref="figures/welcome.png"
                   srccredit="Frank H. Ellenberger" />
          </imageobject>
        </mediaobject>
      </screenshot>
    </figure>

    <para>This screen is intended for you to use to get up and running quickly. The
      <guibutton>Cancel</guibutton> button is used to exit the screen. It will then prompt you with
      <guilabel>Display Welcome Dialog Again?</guilabel>.
    </para>

    <figure pgwide="1">
      <title>Display Welcome Dialog Again?</title>

      <screenshot>
        <mediaobject>
          <imageobject>
            <imagedata fileref="figures/welcome-cancel.png"
                   srccredit="Frank H. Ellenberger" />
          </imageobject>
        </mediaobject>
      </screenshot>
    </figure>

    <para>If you do not want to see the <guilabel>Welcome to &appname;!</guilabel> menu again click the
      <guibutton>No</guibutton> button. Click the <guibutton>Yes</guibutton> button or press the
      keyboard <keycap function="enter">Enter</keycap> key for the default which is to have the
      <guilabel>Welcome to &appname;!</guilabel> screen run again.
    </para>

    <note>
      <para>Selecting either of these options will leave you with a minimal &app; main window. Operations in
        this window are described in <xref linkend="GUIMenus"></xref>.
      </para>

      <figure pgwide="1">
        <title>Minimal &app; main window</title>

        <screenshot>
          <mediaobject>
            <imageobject>
              <imagedata fileref="figures/window-main-empty.png"
                   srccredit="Frank H. Ellenberger" />
            </imageobject>
          </mediaobject>
        </screenshot>
      </figure>
    </note>
  </sect1>

  <sect1 id="acct-hierarchy">
    <title>New Account Hierarchy Setup</title>

    <para>This assistant helps you to create a set of &app; accounts. It will appear if you choose
      <guibutton>Create a new set of accounts</guibutton> in the <guilabel>Welcome to
      &appname;!</guilabel> menu, or if you select
      <menuchoice>
        <guimenu>File</guimenu><guimenuitem>New</guimenuitem>
      </menuchoice>
      .
    </para>
  </sect1>

  <sect1 id="import-qif">
    <title>Import QIF Files</title>

    <para>This Assistant helps you import Quicken <acronym>QIF</acronym> files. It will appear if you choose
      <guibutton>Import my QIF files</guibutton> in the <guilabel>Welcome to &appname;!</guilabel>
      menu.
    </para>

    <para>To start this assistant manually go to
      <menuchoice>
        <guimenu>File</guimenu> <guisubmenu>Import ...</guisubmenu> <guimenuitem>Import
        QIF...</guimenuitem>
      </menuchoice>
      .
    </para>

    <para>In the following all the screens that you can see in this assistant are described in order of
      appearance.
    </para>

    <orderedlist>
      <listitem>
        <para>The <guilabel>Import QIF files</guilabel> assistant opens with a screen that briefly describes what
          this assistant does and requests the file(s) to import. The three buttons at the very
          bottom of the screen will not change while using the assistant.
        </para>

        <itemizedlist>
          <listitem>
            <para><guibutton>Cancel:</guibutton> exit the process and cancel importing <acronym>QIF</acronym> files.
            </para>

            <warning>
              <para>If you click this button, any selections you have made up to this point will be lost.
              </para>
            </warning>
          </listitem>

          <listitem>
            <para><guibutton>Back:</guibutton> brings up the previous screen so that you can change a previous
              selection until the first screen.
            </para>
          </listitem>

          <listitem>
            <para><guibutton>Forward:</guibutton> brings up the next screen so you can continue through the assistant.
            </para>
          </listitem>
        </itemizedlist>
      </listitem>

      <listitem>
        <para>The next screen allows you to <guilabel>Select a QIF file to load</guilabel>. The
          <guibutton>Select...</guibutton> button on this screen is used to access the list of
          files. The <guibutton>Select...</guibutton> button brings up the <guilabel>Select QIF
          File</guilabel> dialog.
        </para>

        <para>Navigate to where you have stored your <acronym>QIF</acronym> files and select the first one then
          click <guibutton>Import</guibutton>. The next screen will display it in the
          <guilabel>Select a QIF File to Load</guilabel> field.
        </para>

        <note>
          <para>If the file you are loading does not have an <acronym>QIF</acronym> date listed in it you will see
            the <guilabel>Set a date format for this QIF file</guilabel> screen. Select the proper
            format from the pull down list and continue.
          </para>
        </note>

        <note>
          <para>If the file you are loading does not have an account name listed in it you will see the
            <guilabel>Set the default QIF account name</guilabel> screen. Otherwise you will skip
            this screen and go on to the screen in the next section that shows loaded
            <acronym>QIF</acronym> files.
          </para>

          <itemizedlist>
            <listitem>
              <para>The <guilabel>Account name:</guilabel> field is used to set an account name for this
                <acronym>QIF</acronym> file.
              </para>
            </listitem>
          </itemizedlist>
        </note>
      </listitem>

      <listitem>
        <para>The next screen shows you the <guilabel>QIF files you have loaded</guilabel>. You can use this
          screen to return to the previous screen and load more <acronym>QIF</acronym> files. It
          will also let you unload any files you have loaded by mistake.
        </para>

        <itemizedlist>
          <listitem>
            <para>The top panel shows the list of <guilabel>QIF Files</guilabel> you have loaded.
            </para>
          </listitem>

          <listitem>
            <para>The <guibutton>Load another file</guibutton> button takes you back to the previous screen to load
              another <acronym>QIF</acronym> file.
            </para>
          </listitem>

          <listitem>
            <para>The <guibutton>Unload selected file</guibutton> button allows you to select a file from the top
              panel and remove it from the list.
            </para>
          </listitem>
        </itemizedlist>

        <para>When you have selected all the <acronym>QIF</acronym> files to be imported, click the
          <guibutton>Forward</guibutton> button.
        </para>
      </listitem>

      <listitem>
        <para>Depending on the type of data contained in the <acronym>QIF</acronym> files to be imported, you may
          see only one or all of the following screens:
        </para>

        <variablelist termlength="8">
          <varlistentry>
            <term><guilabel>Accounts and stock holdings</guilabel></term>

            <listitem>
              <para>This screen gives a description of the <guilabel>Accounts and stock holdings</guilabel> matching
                process on the following <guilabel>Match QIF accounts with &appname;
                accounts</guilabel> screen.
              </para>

              <tip>
                <para>This and other informational screens in the <guilabel>Import QIF files</guilabel> assistant can be
                  turned off in the <guilabel>Online Banking</guilabel> tab (see
                  <xref linkend="prefs-online"/>) under <guilabel>&appname; Preferences</guilabel>.
                </para>
              </tip>

              <para>The next screen lets you <guilabel>Match QIF accounts with &appname; accounts</guilabel>. You will
                see a list of <guilabel>QIF account names</guilabel> on the left and suggested
                <guilabel>&appname; account names</guilabel> on the right. The
                <guilabel>New?</guilabel> column indicates if the &app; account name will be created
                by the <acronym>QIF</acronym> Import.
              </para>

              <para>To change the &app; account to a different one select the <acronym>QIF</acronym> account. A screen
                will pop up to select another account or create a new one.
              </para>

              <itemizedlist>
                <listitem>
                  <para>Select an account from the list to choose a already existing account.
                  </para>
                </listitem>

                <listitem>
                  <para>The <guibutton>New Account</guibutton> button allows you to add a new account name as a sub-account
                    (child of selected) of the selected account.
                  </para>
                </listitem>

                <listitem>
                  <para>The <guibutton>OK</guibutton> button is used to confirm your selection.
                  </para>
                </listitem>

                <listitem>
                  <para>The <guibutton>Cancel</guibutton> button is used to exit the dialog without using any changes you
                    have made.
                  </para>
                </listitem>
              </itemizedlist>
            </listitem>
          </varlistentry>

          <varlistentry>
            <term><guilabel>Income and Expense categories</guilabel></term>

            <listitem>
              <para>This screen gives a description of the <guilabel>Income and Expense categories</guilabel> matching
                process on the following <guilabel>Match QIF categories with &appname;
                accounts</guilabel> screen.
              </para>

              <tip>
                <para>This and other informational screens in the <guilabel>Import QIF files</guilabel> assistant can be
                  turned off in the <guilabel>Online Banking</guilabel> tab (see
                  <xref linkend="prefs-online"/>) under <guilabel>&appname; Preferences</guilabel>.
                </para>
              </tip>

              <para>The next screen lets you <guilabel>Match QIF categories with &appname; accounts</guilabel>. You will
                see a list of <guilabel>QIF category names</guilabel> on the left and suggested
                <guilabel>&appname; account names</guilabel> on the right. The
                <guilabel>New?</guilabel> column indicates if the &app; account name will be created
                by the QIF Import.
              </para>

              <para>To change the &app; account to a different one select the QIF category. A dialog will pop up to
                select another account or create a new one.
              </para>

              <itemizedlist>
                <listitem>
                  <para>Select an account from the list to choose a already existing account.
                  </para>
                </listitem>

                <listitem>
                  <para>The <guibutton>New Account</guibutton> button allows you to add a new account name as a sub-account
                    (child of selected) of the selected account.
                  </para>
                </listitem>

                <listitem>
                  <para>The <guibutton>OK</guibutton> button is used to confirm your selection.
                  </para>
                </listitem>

                <listitem>
                  <para>The <guibutton>Cancel</guibutton> button is used to exit the dialog without using any changes you
                    have made.
                  </para>
                </listitem>
              </itemizedlist>
            </listitem>
          </varlistentry>

          <varlistentry>
            <term><guilabel>Payees and memos</guilabel></term>

            <listitem>
              <para>This screen gives a description of the <guilabel>Payees and memos</guilabel> matching process on the
                following <guilabel>Match payees/memos to &appname; accounts</guilabel> screen.
              </para>

              <tip>
                <para>This and other informational screens in the <guilabel>Import QIF files</guilabel> assistant can be
                  turned off in the <guilabel>Online Banking</guilabel> tab (see
                  <xref linkend="prefs-online"/>) under <guilabel>&appname; Preferences</guilabel>.
                </para>
              </tip>

              <para>The next screen lets you <guilabel>Match payees/memos to &appname; accounts</guilabel>. You will see
                a list of <guilabel>QIF payee/memo names</guilabel> on the left and suggested
                <guilabel>&appname; account names</guilabel> on the right. The default &app; account
                used is called <guilabel>Unspecified</guilabel>. The <guilabel>New?</guilabel>
                column indicates if the &app; account name will be created by the QIF Import.
              </para>

              <para>To change the &app; account to a different one select the QIF payee/memo. A dialog will pop up to
                select another account or create a new one.
              </para>

              <itemizedlist>
                <listitem>
                  <para>Select an account from the list to choose a already existing account.
                  </para>
                </listitem>

                <listitem>
                  <para>The <guibutton>New Account</guibutton> button allows you to add a new account name as a sub-account
                    of the selected account.
                  </para>
                </listitem>

                <listitem>
                  <para>The <guibutton>OK</guibutton> button is used to confirm your selection.
                  </para>
                </listitem>

                <listitem>
                  <para>The <guibutton>Cancel</guibutton> button is used to exit the dialog without using any changes you
                    have made.
                  </para>
                </listitem>
              </itemizedlist>
            </listitem>
          </varlistentry>
        </variablelist>
      </listitem>

      <listitem>
        <para>The next screen allows you to <guilabel>Enter the QIF file currency</guilabel>. The drop down list
          defaults to the currency configured in the <guilabel>Accounts</guilabel> tab (see
          <xref linkend="prefs-accounts"/>) under <guilabel>&appname; Preferences</guilabel>. If you
          wish the new accounts to use a different currency, select one from the list.
        </para>

        <para>When you have selected the currency, click the <guibutton>Forward</guibutton> button.
        </para>
      </listitem>

      <listitem>
        <para>Depending on the type of data contained in the <acronym>QIF</acronym> files to be imported, you may
          or may not see one or more of the following screens:
        </para>

        <variablelist termlength="8">
          <varlistentry>
            <term><guilabel>Tradable Commodities</guilabel></term>

            <listitem>
              <para>This screen gives a description of the <guilabel>Tradable Commodities</guilabel> process on the
                screen.
              </para>

              <tip>
                <para>This and other informational screens in the <guilabel>Import QIF files</guilabel> assistant can be
                  turned off in the <guilabel>Online Banking</guilabel> tab (see
                  <xref linkend="prefs-online"/>) under <guilabel>&appname; Preferences</guilabel>.
                </para>
              </tip>

              <para>A series of screens, one for each of the stock, mutual fund, or commodity, displays the exchange,
                full name, and symbol for each of the commodities listed in the
                <acronym>QIF</acronym> file you are importing so that you can check them before
                proceeding.
              </para>
            </listitem>
          </varlistentry>

          <varlistentry>
            <term><guilabel>Match duplicate transactions</guilabel></term>

            <listitem>
              <para>This screen gives a description of the <guilabel>Match duplicate transactions</guilabel> process on
                the following <guilabel>Select possible duplicates</guilabel> screen.
              </para>

              <tip>
                <para>This and other informational screens in the <guilabel>Import QIF files</guilabel> assistant can be
                  turned off in the <guilabel>Online Banking</guilabel> tab (see
                  <xref linkend="prefs-online"/>) under <guilabel>&appname; Preferences</guilabel>.
                </para>
              </tip>

              <para>The next screen lets you <guilabel>Select possible duplicate transactions</guilabel>. Imported
                transactions are shown on the left panel and possible matches to each selected
                transaction are shown on the right.
              </para>

              <itemizedlist>
                <listitem>
                  <para>The left panel shows the list of Imported transactions to select from for matching duplicates
                  </para>
                </listitem>

                <listitem>
                  <para>The right panel shows the list of <emphasis>possible</emphasis> duplicates for the selected imported
                    transaction. Select the one that most closely matches
                  </para>
                </listitem>
              </itemizedlist>
            </listitem>
          </varlistentry>
        </variablelist>
      </listitem>

      <listitem>
        <para>The last screen, <guibutton>Update your &appname; accounts</guibutton>, gives you a list of three
          choices to finish the assistant.
        </para>

        <itemizedlist>
          <listitem>
            <para><guibutton>Cancel:</guibutton> exit the process and cancel importing <acronym>QIF</acronym> files.
            </para>

            <warning>
              <para>If you click this button, any selections you have made up to this point will be lost.
              </para>
            </warning>
          </listitem>

          <listitem>
            <para><guibutton>Back:</guibutton> brings up the previous screen so that you can change a previous
              selection until the first screen.
            </para>
          </listitem>

          <listitem>
            <para><guibutton>Forward:</guibutton> imports the data and creates the accounts you have specified.
            </para>
          </listitem>
        </itemizedlist>
      </listitem>
    </orderedlist>

    <para>You should now have successfully imported your accounts.
    </para>

    <tip>
      <para>Imported transactions might need to be <emphasis role="strong">reconciled</emphasis>. This process
        is described in the &app; Tutorial and Concepts guide.
      </para>
    </tip>
  </sect1>

  <sect1 id="tip-of-the-day">
    <title>The <quote>Tip of The Day</quote> Screen</title>

    <figure pgwide="1">
      <title><quote>Tip of The Day</quote> Screen</title>

      <screenshot>
        <mediaobject>
          <imageobject>
            <imagedata fileref="figures/window-tip.png"
                   srccredit="Frank H. Ellenberger" />
          </imageobject>
        </mediaobject>
      </screenshot>
    </figure>

    <para>The <guilabel>Tip of the Day</guilabel> screen starts whenever you start &app; unless it has been
      disabled in the <guilabel>&appname; Preferences</guilabel>. It gives tips on features and
      using &app;. You can use the three buttons at the bottom of the screen to look through the
      tips:
      <variablelist>
        <varlistentry>
          <term><guibutton><accel>P</accel>revious</guibutton>
            <footnote>
              <para>Before &app; version 3.0 it was labeled <guibutton>Prev</guibutton>.
              </para>
            </footnote></term>

          <listitem>
            <para>Shows the previous tip
            </para>
          </listitem>
        </varlistentry>

        <varlistentry>
          <term><guibutton><accel>N</accel>ext</guibutton>
            <footnote>
              <para>Before &app; version 3.0 it was labeled <guibutton>Forward</guibutton>.
              </para>
            </footnote></term>

          <listitem>
            <para>Shows the next tip
            </para>
          </listitem>
        </varlistentry>

        <varlistentry>
          <term><guibutton><accel>C</accel>lose</guibutton></term>

          <listitem>
            <para>Dismiss the <guilabel>Tip of the Day</guilabel> screen
            </para>
          </listitem>
        </varlistentry>
      </variablelist>
    </para>

    <para>The checkbox <guibutton><accel>S</accel>how tips at startup</guibutton> can be used to enable or
      disable the <guilabel>Tip of the Day</guilabel> from running at &app; start-up.
    </para>

    <para>It is also possible to configure the <guilabel>Tip of the Day</guilabel> to run at start-up by the
      checkbox <guilabel>Display "<accel>t</accel>ip of the day" dialog</guilabel> on the
      <guilabel>General</guilabel> tab of
      <menuchoice>
        <guimenu><accel>E</accel>dit</guimenu><guimenuitem>Pr<accel>e</accel>ferences</guimenuitem>
      </menuchoice>
      , see <xref linkend="prefs-general"/>.
    </para>

    <para>The <guilabel>Tip of the Day</guilabel> can also be run manually by going to
      <menuchoice>
        <guimenu><accel>H</accel>elp</guimenu><guimenuitem><accel>T</accel>ip of the
        Day</guimenuitem>
      </menuchoice>
      .
    </para>
  </sect1>
</chapter>
