On 4/10/19 11:54 PM, Adrien Monteleone wrote:
You’re welcome.
When reading the Guide, for starters, get all the way through Chapter 7. (since
you are tracking credit cards) You can read the rest as needed.
For the Help manual, get through Chapter 6.
I don’t recommend skipping around, at least not the first time through each one.
Also, don’t sweat the learning curve. It took me about 2 or more weeks to get a
good grasp on things. Entering transactions each and every day as they occur,
will help tremendously. (trying to do them in large batches once a week or less
frequently will make learning more difficult and disjointed) It’s also a good
habit to not get in the weeds with a pile of receipts and bills to enter.
As most people, I had this or that odd transaction or activity that I didn’t
resolve how to enter properly for a few months and that wasn’t described
straightforward in the documentation. (not a big deal, you can always change
things later) I also edited and re-arranged my account tree several times as I
began tracking expenses and assets. One important tidbit I learned from that is
try to record as much info into each transaction as possible. Use the memos for
each split line where possible. While it may seem like a lot of work now, try
to avoid combining items on a receipt into a single split line. (I even record
sales tax on its own line assigned to its own account - much easier than trying
to pro-rate it across multiple expense accounts from the same receipt) If you
later want to divide them up, and you don’t have enough info to do so, you
might hamper your refinement of your account tree down the road. This also
serves as a mini-check of the receipt’s math, and yes, I’ve caught a few errors
over the years. (not that I could do anything about it usually after I left the
store) GnuCash will auto-fill recurring transactions as you enter them. So
after a few months, you will do little original typing.
Best of luck & welcome to GnuCash!
Regards,
Adrien
Hi Adrian,
Maybe in my next life I will want all those features. Right
now I want to make a charge, then enter it into GnuCash
(or similar), see what my running balance is (how much I
have left on the card to charge), enter the ending balance
when I get my statement, and make sure the statement agrees with
what GnuCash says it should say.
I just DO NOT CARE where my payments come from, just
that I actually made a payment and the payment shows
up on the bank statement.
My head is spinning. The how to guides I found on the web
tell you how to set up an account, but not how to operate
it once it is set up
I have chapter one up on the screen right now. If you hear
a loud thump, my head just hit the table and I did not make
it to chapter two. These kind of guides put me to sleep.
In college, I had to record my teachers lectures as I slept
through them. The times I forced myself to stay awake,
I actually started hallucinating and did not retain anything.
But the balls dangling in front of my eyes were pretty!
Thank you for all the continuing help,
-T
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