> Message: 1 > Date: Wed, 27 Jul 2016 11:25:11 +0500 > From: "David T." <sunfis...@yahoo.com> > To: GnuCash-Devel <gnucash-devel@gnucash.org> > Subject: New Account Dialog > Message-ID: <a5dc8715-29e5-4bf7-8acf-c3b283c67...@yahoo.com> > Content-Type: text/plain; charset=us-ascii > > Hello, > > In recent weeks, there have been a number of threads on the user list in > which users have had difficulties setting up accounts for equities and mutual > funds. These users have not been able to set the Security/Currency to an > appropriate value because the account type was not correctly set. > > I believe that the New Account dialog contributes to this problem by the way > it is set up. The sequence of fields in the dialog does not match the required > sequence of input; the user must correctly set the Account Type field > (located at the bottom of the dialog) *BEFORE* they can correctly set the > Security/currency field. > > Not only is this sequence confusing to new users, it is an annoyance for > experienced users as well, since the user must manually relocate to the type > field, set the type, and then manually relocate back to the currency field to > set it. This quickly gets burdensome. > > At the very least, I would suggest that it would be much clearer and easier to > all users to have the Account Type field placed immediately after the > Description field, and that it be changed to a drop down list. This would make > it clearer to new users and more efficient for others, without entailing a great > deal of change to the program. > > I can add a bug to bugzilla if it seems that this would be useful. > > David > ------------------------------ > Message: 2 > Date: Wed, 27 Jul 2016 05:12:24 -0700 (PDT) > From: david.carlson....@gmail.com <david.carlson....@gmail.com> > To: gnucash-devel@gnucash.org > Subject: Re: New Account Dialog > Message-ID: <000f425b.622dff6752aa1...@gmail.com> > Content-Type: text/plain; charset="utf-8" > > Related to this issue, I think that it is not very clear that there are accounts, > currencies and commodities (or securities) in the data and that investment > accounts require a unioue combination of all three items. > There can be (in fact must be )many security accounts for the same security if > they are under different broker accounts or in different currencies. > Then the price table defines the relationship over time of these items. ? > Please excuse the sloppy editing. ?I am doing this on a tablet. > > David C > Sent from my LG G Pad 7.0 LTE, an AT&T 4G LTE tablet > ------------------------------ > Message: 3 > Date: Wed, 27 Jul 2016 06:35:04 -0700 > From: John Ralls <jra...@ceridwen.us> > To: david.carlson....@gmail.com > Cc: gnucash-devel@gnucash.org > Subject: Re: New Account Dialog > Message-ID: <d23b4bbc-ec8c-4d03-8870-0dd847d5d...@ceridwen.us> > Content-Type: text/plain; charset=us-ascii > > > On Jul 27, 2016, at 5:12 AM, david.carlson....@gmail.com wrote: > David, > > I think that that's quite well explained in Chapter 8 of the guide, and the new > user's problems are largely down to not reading the documentation before > diving in. > > I agree with to your proposed change to the UI for 2.8, and it should be as > you say fairly simple, probably only a Glade change with no code. Please do > file a bug so that we remember to do it. > > Regards, > John Ralls
Hi David T, David C & John, I started working yesterday on improving the guide documentation for this, just to be clearer that you need to select the account type before trying to select the security. I spent a couple of hours looking for an appropriate bug, which I thought already existed, but only found https://bugzilla.gnome.org/show_bug.cgi?id=115461 - Stock Account should not allow Currency Comodities I think I will continue to update the documentation, even though hopefully somebody will fix this soon, as I guess the fix won't be live until 2.8. David C, I'm not sure what you mean by: > Related to this issue, I think that it is not very clear that there are accounts, > currencies and commodities (or securities) in the data and that investment > accounts require a unique combination of all three items. If you could elucidate I'll try to include in my documentation change? John, Is there an email list of people who get mail whenever a new bug is raised? If so, can I get on that list please? Regards, Chris Good
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