To create a new
GnuCash file do the following:
GnuCash Menubar, choose → . The New Account Hierarchy setup
assistant will start.
If you are running
Set your preferences in the assistant and move through the screens with the, and buttons.
Follow these steps to save the file under your preferred name:
Choose Menubar or select the
GnuCash will bring
up the save window.
Select the Data Format of the file you are saving from the drop down list. The default selection is XML but if you have set up a database back end you can change to that format.
Depending on the selected Data Format the window can change as described in the following.
If you selected XML or sqlite3 you will see a screen like this:
Type your chosen filename in the Name field. It is not necessary to specify an
extension when you write the file name.
GnuCash will automatically add the extension
.gnucash to the file.
Select the path where the file will be saved by browsing the tree in the lower panes.
Click on thebutton to create a new folder with a custom name in the selected path.
If you selected mysql or postgres Data Format you will see a screen like this:
Enter in this window the Database Connection information: Host, Database, Username and Password.
Saving to mysql or postgres requires the proper permissions in that database, that is you need to have the permissions to create a new database with the given database name, or you need to have write access to an existing database with the given database name.
Click thebutton to save the file.
If you are keeping track of finances for a single household, you need only one file. But if you are also tracking business finances or want to keep data separate for some reason, then you will need more than one file.
Before ending each
GnuCash session, be sure to save your data
changes using → or the Toolbar
As it is very important to save your data frequently to avoid losing them for whatever reason,
To open an existing file or database, select Data Format. If you selected File choose the file you want to open by browsing the folders in the lower panes. Else, enter the required Database Connection information.→ from the menu. In the window that will open, select the
In some cases, it might be useful to duplicate the structure of an existing data file in a new file. For example, you might want to try out new accounting techniques without corrupting your actual accounting data, or you might need to follow accounting guidelines that require you to close your books at the end of the year and begin each year with a fresh set of books.
GnuCash allows you to create an empty copy of your Chart of Accounts simply by selecting
→ → .
When you select this command, you are asked to provide the name for the new empty file, and
creates a new data file that contains only your account hierarchy (that is, there is no transaction data).
Once saved, the new file can be opened like any other
GnuCash data file as described above.