When the Account Register Window for an account is opened the list of transactions for that account is shown. This window has the name of the account on its tab. The menus contain several functions that alter the display of transactions. The Toolbar also contains several functions that are often used when entering or manipulating transactions. These are described in the Section 4.3.1, “Account Register & General Journal Window” section of this document.
The register window will look slightly different depending on the style options you have chosen. The following describes entering simple transactions in the basic ledger style. The cursor is placed in the date field by default when the register window is opened.
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When working on transactions in The Enter key moves to the first field of the next split, regardless of which field you are in. If there is no next split, proceeds to the next transaction. In any case, Enter finishes the transaction edit, and any imbalance is posted to Imbalance-CUR, where CUR is the currency of the transaction. The Tab key moves to the next field in the current split. If it's the last field, moves to the next split, creating a new one if there isn't one. If the split is blank, the Tab key finishes the transaction and posts any imbalance to Imbalance-CUR, as above. | |
Selecting the small icon on the right of the date field drops down a date selection calendar. Use the arrows to select the correct month and year for the transaction then select the date. Selecting the icon once more will close the date selection calendar. It is also possible to type in the date or part of the date and let
GnuCashfill the rest.Press Tab to move to or select the Num field. Here you can enter a check or transaction number. Pressing + (plus) will automatically advance the number by one from the last transaction to have a number.
Press Tab to move or select the Description field. This field is used to enter either a payee or other description for the transaction. It will automatically attempt to fill the payee name as you type.
At this stage one of two things will happen if tab is pressed. If
GnuCashmatches an existing transaction the cursor will jump to one of the amount fields, automatically filling in the transfer account. Selecting any field with the mouse instead of tabbing will not automatically fill the transferring account field. If there is no matching (existing) transaction,GnuCashwill move the cursor to the Transfer field with only one line of the transaction supplied.Accounts may be selected either by typing them in or by pressing the small button on the right of the Transfer field, which will display a pick list of all non-placeholder accounts. Note that this pick list will still display hidden accounts. If you have hidden an account in your chart of accounts, you may want to set the account also to be a placeholder account so that it doesn't display here.
When typing,
GnuCashwill fill in available accounts as you type. For example, if you have Equity and Expenses top-level accounts, typing E will fill in Equity because it sorts before Expenses. Continuing to type x will present Expenses the account separator (: by default, see Section 10.2.2, “Accounts”Account Preferences about changing it) will accept the currently offered account so that you can start typing the name of a child account.The next field R is used for reconciliation. This is described in the section. Section 5.8, “Reconciling an Account to a Statement”
Press the Tab key to move to the first of the amount fields. The names of the next two columns are different according to what type of account is opened. For example, Bank accounts show Deposit and Withdrawal here, Credit Card accounts show Payment and Charge, and Stock accounts show Shares, Price, Buy and Sell.
Enter an amount for the transaction in the correct fields. When the transaction is "balanced" pressing the Enter key, selecting the icon or going to → will finish the transaction. Selecting the icon or going to → will erase the transaction.
Transactions with just one transfer account will show the name of that account in the Transfer field in completed transactions. (The Transfer field is the fourth (4) from the left in the register display.)
To move to the blank transaction at the bottom of the register, press the Toolbar icon or go to → .