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<!DOCTYPE chapter SYSTEM "gnc-gui-C.dtd">
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<chapter id="custom-gnucash"
         xmlns:xi="http://www.w3.org/2001/XInclude">
  <title>Customizing &app;</title>

  <sect1 id="account-options">
    <title>Account Display Options</title>

    <para>The
      <menuchoice>
        <guimenu>View</guimenu> <guimenuitem>Filter By ...</guimenuitem>
      </menuchoice>
      is used to set or modify the view of the account tree window. The
      <guilabel>Accounts</guilabel> tab of this form allows the selection of the types of accounts
      to display. These selections effect the view on each specific open window of the account tree.
    </para>

    <para>The <guilabel>Other</guilabel> tab allows enabling/disabling of the options; Show Hidden accounts,
      Show zero total accounts.
    </para>

    <para>The account tree window, by default, only shows the quantity of each commodity that you own, under
      the column heading <guilabel>Total</guilabel>. Often, however, you may want to display other
      values. This is easily accomplished by clicking on the <guibutton>Options</guibutton> button
      (the small down pointing arrow on the right side of the main account window
      <emphasis>Titlebar</emphasis>), and selecting the option(s) to display. These selections set
      the view on all open windows of the account tree.
    </para>
  </sect1>

  <sect1 id="set-prefs">
    <title>Setting Preferences</title>

    <para>The <guilabel>&appname; Preferences</guilabel> window allows you to customize your &app; session by
      setting several options. From the &app; menu select
      <menuchoice>
        <guimenu>Edit</guimenu><guimenuitem>Preferences</guimenuitem>
      </menuchoice>
      (
      <menuchoice>
        <guimenu>GnuCash</guimenu><guimenuitem>Preferences</guimenuitem>
      </menuchoice>
      on &mac;). The <guilabel>&appname; Preferences</guilabel> window will open. Using the tabs on
      the left make your desired changes. The settings in this dialog are set per user and not
      stored with the file. This is in contrast to the settings described in
      <xref linkend="book-options"/>, which are kept with, and are part of, the file (or Book), and
      as such are common to all users. So <guilabel>&appname; Preferences</guilabel> settings are
      individual to each user who uses a given file and any changes made by one user will not affect
      other users of that file. Also, a given user's preferences will be common to all files that
      that user opens with &app;.
    </para>

    <tip>
      <para>Pausing the cursor for a couple of seconds over options in these windows will display a tooltip with
        in-depth information on the choice.
      </para>
    </tip>

    <note>
      <para>The changes you make will be applied at once.
      </para>
    </note>

    <para>To close the <guilabel>&appname; Preferences</guilabel> window press the
      <guibutton>Close</guibutton> button.
    </para>

    <para>Each tab in the <guilabel>&appname; Preferences</guilabel> window is discussed in its own section
      below. For a listing of the tabs, see <xref linkend="custom-gnucash"/>.
    </para>

    <note>
      <para>The presentation of the sections that follows matches the order of the tabs, which are sorted
        alphabetically by name, in English. The order of the tabs may be different in other
        languages.
      </para>
    </note>

    <sect2 id="prefs-accounting-period">
      <title>Accounting Period</title>

      <figure id="prefs-acct-period-fig">
        <title>The <guimenuitem>Preferences</guimenuitem> window, <guilabel>Accounting Period</guilabel> tab</title>

        <screenshot id="Prefer_Accounting-Period">
          <mediaobject>
            <imageobject role="html">
              <imagedata fileref="figures/Pref_AccntPeriod.png"
                         srccredit="Chris Good" width="&img-w;"/>
            </imageobject>

            <imageobject role="fo">
              <imagedata fileref="figures/Pref_AccntPeriod.png"
                         srccredit="Chris Good"/>
            </imageobject>

            <textobject>
              <phrase>The Accounting Period tab</phrase>
            </textobject>
          </mediaobject>
        </screenshot>
      </figure>

      <itemizedlist>
        <listitem>
          <para><guilabel>Start Date:</guilabel> This item sets the accounting period&rsquo;s start date.
          </para>

          <itemizedlist>
            <listitem>
              <para><guilabel>Relative:</guilabel> Use the specified relative starting date for profit/loss
                calculations. Also use this date for net assets calculations. Relative defines start
                by today or start of current/previous year, quarter, month.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Absolute:</guilabel> Use the specified absolute starting date for profit/loss
                calculations. Also use this date for net assets calculations.
              </para>
            </listitem>
          </itemizedlist>
        </listitem>

        <listitem>
          <para><guilabel>End Date:</guilabel> This item sets the accounting period&rsquo;s end date.
          </para>

          <itemizedlist>
            <listitem>
              <para><guilabel>Relative:</guilabel> Use the specified relative ending date for profit/loss calculations.
                Also use this date for net assets calculations.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Absolute:</guilabel> Use the specified absolute ending date for profit/loss calculations.
                Also use this date for net assets calculations.
              </para>
            </listitem>
          </itemizedlist>
        </listitem>

        <listitem>
          <para><guilabel>Summarybar content</guilabel>
          </para>

          <itemizedlist>
            <listitem>
              <para><guilabel>Include grand total:</guilabel> If checked, show in the <emphasis>Summarybar</emphasis> a
                grand total of all accounts converted to the default currency.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Include non-currency totals:</guilabel> if this option is selected, &app; will include in
                the <emphasis>Summarybar</emphasis> a total for non-currency items (for instance
                number of shares).
              </para>
            </listitem>
          </itemizedlist>
        </listitem>
      </itemizedlist>
    </sect2>

    <sect2 id="prefs-accounts">
      <title>Accounts</title>

      <figure id="prefs-acct-fig">
        <title>The <guimenuitem>Preferences</guimenuitem> window, <guilabel>Accounts</guilabel> tab</title>

        <screenshot id="Prefer_Accounts">
          <mediaobject>
            <imageobject role="html">
              <imagedata fileref="figures/Pref_Accnts.png"
                         srccredit="Chris Good" width="&img-w;"/>
            </imageobject>

            <imageobject role="fo">
              <imagedata fileref="figures/Pref_Accnts.png"
                         srccredit="Chris Good"/>
            </imageobject>

            <textobject>
              <phrase>The Accounts tab</phrase>
            </textobject>
          </mediaobject>
        </screenshot>
      </figure>

      <itemizedlist>
        <listitem>
          <para><guilabel>Separator Character:</guilabel> The account separator is the character that separates a
            parent account from its sub-account, for example Utilities:Electric. The default is a
            <keycap>:</keycap> (Colon), but you can also select <keycap>/</keycap> (Slash),
            <keycap>\</keycap> (Backslash), <keycap>-</keycap> (Dash) or <keycap>.</keycap>
            (Period), or any Unicode character that isn&rsquo;t a letter or a number.
          </para>
        </listitem>

        <listitem>
          <para><guilabel>Reverse Balanced accounts:</guilabel> This option lets you determine whether account
            balances will display as positive or negative numbers:
          </para>

          <itemizedlist>
            <listitem>
              <para><guilabel>Income &amp; Expense</guilabel> assigns a positive credit balance to income account
                balances and a negative debit balance to expense account balances. See
                <xref linkend="acct-types"></xref> for more information on these account types.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Credit accounts</guilabel> (default) displays a positive balance for account types that
                would normally carry a credit balance (income, credit, liability, equity). See
                <xref linkend="acct-types"></xref> for more information on these account types.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>None</guilabel> shows all credit balances as negative and all debit balances as positive.
              </para>
            </listitem>
          </itemizedlist>
        </listitem>

        <listitem>
          <para><guilabel>Labels:</guilabel> Select this option if you want column headings in the register to refer
            to <guilabel>debits</guilabel> and <guilabel>credits</guilabel> instead of the default
            informal headings such as <guilabel>withdrawal</guilabel> and
            <guilabel>deposit</guilabel>.
          </para>
        </listitem>

        <listitem>
          <para><guilabel>Default Currency:</guilabel> This item determines which currency will be selected by
            default when creating new accounts.
          </para>

          <itemizedlist>
            <listitem>
              <para><guilabel>Locale:</guilabel> Use the system locale currency for all newly created accounts.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Choose:</guilabel> specify the currency to use, independent of your system settings.
              </para>
            </listitem>
          </itemizedlist>
        </listitem>

        <listitem>
          <para><guilabel>Account Color:</guilabel> This option lets you manage the display of the account color set
            in the <guilabel>Edit Account</guilabel> window:
          </para>

          <itemizedlist>
            <listitem>
              <para><guilabel>Show the Account Colors as background:</guilabel> show the accounts color as account name
                background in the Accounts Page.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Show the Account Colors on tabs:</guilabel> show the accounts color as background in the
                account register tabs.
              </para>
            </listitem>
          </itemizedlist>
        </listitem>
      </itemizedlist>
    </sect2>

    <sect2 id="prefs-biz">
      <title>Business</title>

      <figure id="prefs-biz-fig">
        <title>The <guimenuitem>Preferences</guimenuitem> window, <guilabel>Business</guilabel> tab</title>

        <screenshot id="Prefer_Business">
          <mediaobject>
            <imageobject role="html">
              <imagedata fileref="figures/Pref_Business.png"
                         srccredit="Chris Good" width="&img-w;"/>
            </imageobject>

            <imageobject role="fo">
              <imagedata fileref="figures/Pref_Business.png"
                         srccredit="Chris Good"/>
            </imageobject>

            <textobject>
              <phrase>The Business tab</phrase>
            </textobject>
          </mediaobject>
        </screenshot>
      </figure>

      <itemizedlist>
        <listitem>
          <para><guilabel>General</guilabel>
          </para>

          <itemizedlist>
            <listitem>
              <para><guilabel>Enable extra buttons:</guilabel> If checked, extra toolbar buttons for common business
                functions are shown.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Open in new window:</guilabel> If checked, each invoice will be opened in its own top
                level window. If clear, the invoice will be opened in the current window.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Accumulate splits on post:</guilabel> Whether multiple entries in an invoice which
                transfer to the same account should be accumulated into a single split by default.
              </para>
            </listitem>
          </itemizedlist>
        </listitem>

        <listitem>
          <para><guilabel>Invoices</guilabel>
          </para>

          <itemizedlist>
            <listitem>
              <para><guilabel>Report for printing:</guilabel> Allows to select the invoice report to be used for
                printing.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Tax Included:</guilabel> Whether tax is included by default in entries on invoices. This
                setting is inherited by new customers and vendors.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Auto pay on posting:</guilabel> If enabled, at post time automatically attempt to pay
                customer documents with outstanding pre-payments and counter documents.
              </para>

              <note>
                <para>Counter documents are documents with opposite sign. For example for an invoice, customer credit
                  notes and negative invoices are considered counter documents.
                </para>

                <para>The pre-payments and documents obviously have to be against the same customer.
                </para>
              </note>
            </listitem>
          </itemizedlist>
        </listitem>

        <listitem>
          <para><guilabel>Bills</guilabel>
          </para>

          <itemizedlist>
            <listitem>
              <para><guilabel>Notify when due:</guilabel> Lets you set whether you want to be notified at &app; startup
                of when a bill is soon to be due.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Days in advance:</guilabel> How many days before the due date to warn about bills coming
                due.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Tax Included:</guilabel> Whether tax is included by default in entries on bills. This
                setting is inherited by new customers and vendors.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Process payments on posting:</guilabel> If enabled, at post time automatically attempt to
                pay vendor documents with outstanding pre-payments and counter documents.
              </para>

              <note>
                <para>Counter documents are documents with opposite sign. For example for a bill, vendor credit notes and
                  negative bills are considered counter documents.
                </para>

                <para>The pre-payments and documents obviously have to be against the same vendor.
                </para>
              </note>
            </listitem>
          </itemizedlist>
        </listitem>
      </itemizedlist>
    </sect2>

    <sect2 id="prefs-general">
      <title>General</title>

      <figure id="prefs-general-fig">
        <title>The <guimenuitem>Preferences</guimenuitem> window, <guilabel>General</guilabel> tab</title>

        <screenshot id="Prefer_General">
          <mediaobject>
            <imageobject role="html">
              <imagedata fileref="figures/Pref_General.png"
                         srccredit="Chris Good" width="&img-w;"/>
            </imageobject>

            <imageobject role="fo">
              <imagedata fileref="figures/Pref_General.png"
                         srccredit="Chris Good"/>
            </imageobject>

            <textobject>
              <phrase>The General tab</phrase>
            </textobject>
          </mediaobject>
        </screenshot>
      </figure>

      <itemizedlist>
        <listitem>
          <para><guilabel>General</guilabel>
          </para>

          <itemizedlist>
            <listitem>
              <para><guilabel>Display "Tip of the Day" dialog:</guilabel> This option displays or hides
                <xref linkend="tip-of-the-day"/> when &app; is started.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Show splash screen:</guilabel> With this option you can enable or disable the
                visualization of the startup screen while &app; is starting up.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Perform account list setup on new file:</guilabel> This option turns off the display of
                the <guilabel>New Account Hierarchy Setup</guilabel> assistant when the entry
                <menuchoice>
                  <guimenu>File</guimenu> <guimenuitem>New File</guimenuitem>
                </menuchoice>
                is selected from the &app; menu.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Set book option on new files to use split "action" field for "Num" field on
                registers/reports:</guilabel> If selected, the displayed setting on the
                <guilabel>New Book Options</guilabel> dialog for the <guilabel>Use Split Action
                Field for Number</guilabel> setting will be selected and, if saved, the book option
                for the new file will be set so that the "Num" field on registers shows/updates the
                split-action field and the transaction-num field is shown on the second line in
                double line mode (and is not visible in single line mode). Otherwise, the displayed
                setting on the dialog will not be selected and, if saved, the book option for the
                new file will be set so that the "Num" field on registers shows/updates the
                transaction-num field. See the discussion in
                <xref
              linkend="book-options"/> about how to set book options including
                the option for <xref linkend="num-action-book-option"/>. Regardless of the setting
                of this preference, the user can modify the initially displayed setting for this
                option on the <guilabel>New Book Options</guilabel> dialog before saving the
                options.
              </para>
            </listitem>
          </itemizedlist>

          <note>
            <para>If the <guilabel>New Book Options</guilabel> dialog appears in situations where a new book is being
              set up, the settings from this preference will determine the default setting for the
              corresponding check box on the dialog. However, the <guibutton>OK</guibutton> button
              on the <guilabel>New Book Options</guilabel> dialog must be pressed for the setting to
              be made for the new book; otherwise it will default to <emphasis>not
              selected</emphasis>.
            </para>
          </note>
        </listitem>

        <listitem>
          <para><guilabel>Files</guilabel>
          </para>

          <note>
            <para>The following options are only relevant for files saved in <acronym>XML</acronym> format.
            </para>
          </note>

          <itemizedlist>
            <listitem>
              <para><guilabel>Compress files:</guilabel> This option determines whether the &app; data file will be
                compressed or not.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Show auto-save confirmation question:</guilabel> If this option is enabled, &app; will
                show you a confirmation screen each time the auto-save process is started.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Auto-save time interval:</guilabel> This field sets the number of minutes between each
                automatic saving of the file. Set to 0 to disable the auto-save feature.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Enable timout on "Save changes on closing" question:</guilabel> If enabled, the
                <guilabel>Save changes on closing</guilabel> question will only wait a limited
                number of seconds for an answer. If the user didn&rsquo;t answer within that time,
                the changes will be saved automatically and the question window closed. You can set
                the number of seconds in the <guilabel>Time to wait for answer</guilabel> field.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Retain log files:</guilabel> In this section you can set your preferences about the log
                files using the provided radio buttons.
              </para>

              <itemizedlist>
                <listitem>
                  <para><guilabel>Never:</guilabel> Disable the creation of log files.
                  </para>
                </listitem>

                <listitem>
                  <para><guilabel>For:</guilabel> Enter a specific number of days for which keep the files.
                  </para>
                </listitem>

                <listitem>
                  <para><guilabel>Forever:</guilabel> Disable the auto deletion of log files; retains the log files forever.
                  </para>
                </listitem>
              </itemizedlist>
            </listitem>
          </itemizedlist>
        </listitem>

        <listitem>
          <para><guilabel>Search Dialog</guilabel>
          </para>

          <itemizedlist>
            <listitem>
              <para><guilabel>New search limit:</guilabel> Defaults to "new search" if fewer than this number of items
                is returned.
              </para>
            </listitem>
          </itemizedlist>
        </listitem>
      </itemizedlist>
    </sect2>

    <sect2 id="prefs-import">
      <title>Import</title>

      <figure id="prefs-import-fig">
        <title>The <guimenuitem>Preferences</guimenuitem> window, <guilabel>Import</guilabel> tab</title>

        <screenshot id="Prefer_Import">
          <mediaobject>
            <imageobject role="html">
              <imagedata fileref="figures/Pref_Import.png"
                         srccredit="Chris Good" width="&img-w;"/>
            </imageobject>

            <imageobject role="fo">
              <imagedata fileref="figures/Pref_Import.png"
                         srccredit="Chris Good"/>
            </imageobject>

            <textobject>
              <phrase>The Import tab</phrase>
            </textobject>
          </mediaobject>
        </screenshot>
      </figure>

      <itemizedlist>
        <listitem>
          <para><guilabel>General</guilabel>
          </para>

          <itemizedlist>
            <listitem>
              <para><guilabel>Enable skip transaction action:</guilabel> Enable the SKIP action in the transaction
                matcher. If enabled, a transaction whose best match&rsquo;s score is in the yellow
                zone (above the Auto-ADD threshold but below the Auto-CLEAR threshold) will be
                skipped by default.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Enable update match action:</guilabel> Enable the UPDATE AND RECONCILE action in the
                transaction matcher. If enabled, a transaction whose best match&rsquo;s score is
                above the Auto-CLEAR threshold and has a different date or amount than the matching
                existing transaction will cause the existing transaction to be updated and cleared
                by default.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Use Bayesian matching:</guilabel> Use Bayesian algorithms to match new transactions with
                existing accounts.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Match display threshold:</guilabel> The minimal score a potential match must have to be
                displayed in the match list.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Auto-add threshold:</guilabel> A transaction whose best match&rsquo;s score is in the red
                zone (above display threshold, but below or equal to Auto-add threshold) will be
                added by default.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Auto-clear threshold:</guilabel> A transaction whose best match&rsquo;s score is in the
                green zone (above or equal to Auto-clear threshold) will be cleared by default.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Likely match day threshold:</guilabel> A transaction whose date is within the threshold is
                likely to be a match. Default is 4 days.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Unlikely match day threshold:</guilabel> A transaction whose date is outside the threshold
                is unlikely to be a match. Default is 14 days.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Commercial ATM fees threshold:</guilabel> In some places commercial ATMs (not belonging to
                a financial institution) are installed in places like convenience stores. These ATMs
                add their fee directly to the amount instead of showing up as a separate transaction
                or in your monthly banking fees. For example, you withdraw $100, and you are charged
                $101.50 plus Interac fees. If you manually entered that $100, the amounts
                won&rsquo;t match. You should set this to whatever is the maximum such fee in your
                area (in units of your local currency), so the transaction will be recognized as a
                match by &app;.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Automatically create new commodities:</guilabel> Enables the automatic creation of new
                commodities if any unknown commodity is encountered during import. If not enabled,
                the user will be asked what to do with each unknown commodity.
              </para>
            </listitem>
          </itemizedlist>
        </listitem>

        <listitem>
          <para><guilabel>QIF Import</guilabel>
          </para>

          <itemizedlist>
            <listitem>
              <para><guilabel>Show documentation:</guilabel> The first time you use the QIF importer you may notice that
                the importer has detailed instructions on how to import a file. Once you have become
                familiar with using the importer, you might want to turn off this option. Turning
                off the option gives you less detail in the importer screens.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Default transaction status (overridden by the status given by the QIF file):</guilabel> In
                this section you can set the default status for imported transactions using the
                provided self-explainingradio buttons:
              </para>

              <itemizedlist>
                <listitem>
                  <para><guilabel>Not cleared</guilabel> (Default)
                  </para>
                </listitem>

                <listitem>
                  <para><guilabel>Cleared</guilabel>
                  </para>
                </listitem>

                <listitem>
                  <para><guilabel>Reconciled</guilabel>
                  </para>
                </listitem>
              </itemizedlist>
            </listitem>
          </itemizedlist>
        </listitem>
      </itemizedlist>
    </sect2>

    <sect2 id="prefs-numbers-date-time">
      <title>Numbers, Date, Time</title>

      <figure id="prefs--numbers-date-time-fig">
        <title>The <guimenuitem>Preferences</guimenuitem> window, <guilabel>Numbers, Date, Time</guilabel> tab</title>

        <screenshot id="Prefer_DateTime">
          <mediaobject>
            <imageobject role="html">
              <imagedata fileref="figures/Pref_DateTime.png"
                         srccredit="Chris Good" width="&img-w;"/>
            </imageobject>

            <imageobject role="fo">
              <imagedata fileref="figures/Pref_DateTime.png"
                         srccredit="Chris Good"/>
            </imageobject>

            <textobject>
              <phrase>The Numbers, Date, Time tab</phrase>
            </textobject>
          </mediaobject>
        </screenshot>
      </figure>

      <itemizedlist>
        <listitem>
          <para><guilabel>Numbers</guilabel>
          </para>

          <itemizedlist>
            <listitem>
              <para><guilabel>Force Prices to display as decimals:</guilabel> Prices will round as necessary to display
                them as decimals instead of displaying the exact fraction if the fractional part
                cannot be exactly represented as a decimal.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Display negative amounts in red:</guilabel> If you turn off this option, &app; will
                display negative numbers in black.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Automatic Decimal Point:</guilabel> This option will automatically insert a decimal point
                into numbers you type in.
              </para>

              <note>
                <para>When a calculation is entered in the <guilabel>Amount</guilabel> field, the decimal sign is inserted
                  into <emphasis>every</emphasis> operand that omits a decimal separator.
                </para>
              </note>
            </listitem>

            <listitem>
              <para><guilabel>Decimal Places:</guilabel> This field allows you to set the number of decimal places to be
                used.
              </para>
            </listitem>
          </itemizedlist>
        </listitem>

        <listitem>
          <para><guilabel>Date Format:</guilabel> This option controls the appearance of the date (you can see a
            preview of the date beside each of the choices). The available choices are:
          </para>

          <itemizedlist>
            <listitem>
              <para><guilabel>US:</guilabel> Use the date format common in the United States.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>UK:</guilabel> Use the date format common in the United Kingdom.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Europe:</guilabel> Use the date format common in continental Europe.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>ISO:</guilabel> Use the date format specified by the ISO-8601 standard.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Locale:</guilabel> Use the date format specified by the system locale.
              </para>
            </listitem>
          </itemizedlist>
        </listitem>

        <listitem>
          <para><guilabel>Date completion:</guilabel> This option lets you manage the case when a date is entered
            without a year:
            <itemizedlist>
              <listitem>
                <para><guilabel>In the current calendar year:</guilabel> Dates will be completed so that they are within
                  the current calendar year.
                </para>
              </listitem>

              <listitem>
                <para><guilabel>In a sliding 12-month window starting a configurable number of months before the current
                  month:</guilabel> (Default) Dates will be completed so that they are close to the
                  current date. You can enter the maximum number of months to go backwards in time
                  when completing dates in a range of 0…11 with 6 as default.
                </para>
              </listitem>
            </itemizedlist>
          </para>
        </listitem>

        <listitem>
          <para><guilabel>Time Format</guilabel>
          </para>

          <itemizedlist>
            <listitem>
              <para><guilabel>Use 24-hour clock:</guilabel> Lets you specify if you want to use 24 or 12 hours time
                format. That is if 11 o&rsquo;clock at night should be represented as 11PM or 23:00.
              </para>
            </listitem>
          </itemizedlist>
        </listitem>
      </itemizedlist>
    </sect2>

    <sect2 id="prefs-online">
      <title>Online Banking</title>

      <figure id="prefs-online-fig">
        <title>The <guimenuitem>Preferences</guimenuitem> window, <guilabel>Online Banking</guilabel> tab</title>

        <screenshot id="Prefer_OnlineBanking">
          <mediaobject>
            <imageobject role="html">
              <imagedata fileref="figures/Pref_OnlineBanking.png"
                         srccredit="Chris Good" width="&img-w;"/>
            </imageobject>

            <imageobject role="fo">
              <imagedata fileref="figures/Pref_OnlineBanking.png"
                         srccredit="Chris Good"/>
            </imageobject>

            <textobject>
              <phrase>The Online Banking tab</phrase>
            </textobject>
          </mediaobject>
        </screenshot>
      </figure>

      <itemizedlist>
        <listitem>
          <para><guilabel>Online Banking</guilabel>
          </para>

          <note>
            <para>This section is shown only if &app; is compiled with Aqbanking and <acronym>HBCI</acronym> support.
            </para>
          </note>

          <itemizedlist>
            <listitem>
              <para><guilabel>Close log window when finished:</guilabel> Close the log window when the operation is
                completed.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Remember PIN:</guilabel> Enable this option if you want &app; to remember the PIN you
                enter for online banking authentication.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Verbose debug messages:</guilabel> Enable this option if you want &app; to show more
                information about the online banking operations.
              </para>
            </listitem>
          </itemizedlist>
        </listitem>
      </itemizedlist>
    </sect2>

    <sect2 id="prefs-online-quotes">
      <title>Online Quotes</title>

      <figure id="prefs-quotes-fig">
        <title>The <guimenuitem>Preferences</guimenuitem> window, <guilabel>Online Quotes</guilabel> tab</title>

        <screenshot id="Prefer-online-quotes">
          <mediaobject>
            <imageobject role="html">
              <imagedata fileref="figures/Pref_Quotes.png"
                         srccredit="Chris Good" width="&img-w;"/>
            </imageobject>

            <imageobject role="fo">
              <imagedata fileref="figures/Pref_Quotes.png"
                         srccredit="Chris Good"/>
            </imageobject>

            <textobject>
              <phrase>The Online Quotes tab</phrase>
            </textobject>
          </mediaobject>
        </screenshot>
      </figure>

      <para>The <guilabel>Online Quotes</guilabel> tab allows you to set options that affect the fetching of
        online quotes with the <acronym>perl</acronym> module
        <application>Finance::Quote</application>.
      </para>

      <itemizedlist>
        <listitem>
          <para><guilabel>Alpha Vantage API key:</guilabel> To retrieve online quotes from Alphavantage, this key
            needs to be set. A key can be retrieved from the <ulink url="&url-av;">Alpha Vantage
            website</ulink>.
          </para>
        </listitem>
      </itemizedlist>

      <itemizedlist>
        <title>See also:</title>

        <listitem>
          <para><ulink url="&url-wiki;Online_Quotes#Finance::Quote_Sources">wiki:Online_Quotes#Finance::Quote_Sources</ulink>,
          </para>
        </listitem>

        <listitem>
<!-- TODO: create link to id="currency_howto_Auto" -->
          <para><quote>Automatic Updating Exchange Rates</quote> in the guide.
          </para>
        </listitem>
      </itemizedlist>
    </sect2>

    <sect2 id="prefs-printing">
      <title>Printing</title>

      <figure id="prefs-printing-fig">
        <title>The <guimenuitem>Preferences</guimenuitem> window, <guilabel>Printing</guilabel> tab</title>

        <screenshot id="Prefer_Printing">
          <mediaobject>
            <imageobject role="html">
              <imagedata fileref="figures/Pref_Printing.png"
                         srccredit="Chris Good" width="&img-w;"/>
            </imageobject>

            <imageobject role="fo">
              <imagedata fileref="figures/Pref_Printing.png"
                         srccredit="Chris Good"/>
            </imageobject>

            <textobject>
              <phrase>The Printing tab</phrase>
            </textobject>
          </mediaobject>
        </screenshot>
      </figure>

      <para>The <guilabel>Printing</guilabel> tab allows you to set some options that affect the printing of
        checks on paper.
      </para>

      <itemizedlist>
        <listitem>
          <para><guilabel>Print date format:</guilabel> Enable this option if you want to print on the check, below
            the actual date, its format in 8 point type.
          </para>
        </listitem>

        <listitem>
          <para><guilabel>Print blocking chars:</guilabel> Enable this option to print a series of three asterisks
            before and after each text field in the check.
          </para>
        </listitem>

        <listitem>
          <para><guilabel>Default font:</guilabel> Click the button on the left to open a <guilabel>Pick a
            Font</guilabel> screen in which you can customize the font that will be used to print
            checks.
          </para>
        </listitem>
      </itemizedlist>
    </sect2>

    <sect2 id="prefs-reg">
      <title>Register</title>

      <figure id="prefs-reg-fig">
        <title>The <guimenuitem>Preferences</guimenuitem> window, <guilabel>Register</guilabel> tab</title>

        <screenshot id="Prefer_Register">
          <mediaobject>
            <imageobject role="html">
              <imagedata fileref="figures/Pref_Register.png"
                         srccredit="Chris Good" width="&img-w;"/>
            </imageobject>

            <imageobject role="fo">
              <imagedata fileref="figures/Pref_Register.png"
                         srccredit="Chris Good"/>
            </imageobject>

            <textobject>
              <phrase>The Register tab</phrase>
            </textobject>
          </mediaobject>
        </screenshot>
      </figure>

      <itemizedlist>
        <listitem>
          <para><guilabel>Actions</guilabel>
          </para>

          <itemizedlist>
            <listitem>
              <para><guilabel>'Enter' moves to blank transaction:</guilabel> If selected, move the cursor to the blank
                transaction at the end of the register after the user presses the
                <keycap function="enter">Enter</keycap> key. Otherwise the cursor will be moved down
                one row.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Auto-raise lists:</guilabel> If selected, all lists will automatically be expanded when
                input focus is in the list field.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Tab order includes Transfer on Memorized Transaction:</guilabel> If selected, when the
                transaction is auto filled, pressing the <keycap>Tab</keycap> key in the register
                the cursor&rsquo;s jump will include the <guilabel>Transfer</guilabel> field.
              </para>
            </listitem>
          </itemizedlist>
        </listitem>

        <listitem>
          <para><guilabel>Reconciling</guilabel>
          </para>

          <itemizedlist>
            <listitem>
              <para><guilabel>Check cleared transactions:</guilabel> If selected, automatically check off cleared
                transactions when reconciling.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Automatic credit card payment:</guilabel> If selected, after reconciling a credit card
                statement, prompt the user to enter a credit card payment.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Always reconcile to today:</guilabel> If selected, always open the reconcile screen with
                today&rsquo;s date for statement date, regardless of previous reconciliation.
              </para>
            </listitem>
          </itemizedlist>
        </listitem>

        <listitem>
          <para><guilabel>Graphics</guilabel>
          </para>

          <itemizedlist>
            <listitem>
              <para><guilabel>Use &appname; built-in color theme:</guilabel> If selected, the original &app; register
                color theme will be used. Otherwise the system color theme will be applied to
                register windows.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Double mode colors alternate with transactions:</guilabel> If selected, configures the
                register window to alternate between the primary and secondary colors with each
                transaction, instead of each row.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Draw horizontal lines between rows:</guilabel> If selected, &app; will draw a horizontal
                line between each row.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Draw vertical lines between columns:</guilabel> If selected, &app; will draw a vertical
                line between the cells in each row.
              </para>
            </listitem>
          </itemizedlist>
        </listitem>
      </itemizedlist>
    </sect2>

    <sect2 id="prefs-reg-def">
      <title>Register Defaults</title>

      <figure id="prefs-reg-def-fig">
        <title>The <guimenuitem>Preferences</guimenuitem> window, <guilabel>Register Defaults</guilabel> tab</title>

        <screenshot id="Prefer_RegisterDefaults">
          <mediaobject>
            <imageobject role="html">
              <imagedata fileref="figures/Pref_RegisterDefaults.png"
                         srccredit="Chris Good" width="&img-w;"/>
            </imageobject>

            <imageobject role="fo">
              <imagedata fileref="figures/Pref_RegisterDefaults.png"
                         srccredit="Chris Good"/>
            </imageobject>

            <textobject>
              <phrase>The Register Defaults tab</phrase>
            </textobject>
          </mediaobject>
        </screenshot>
      </figure>

      <para>The <guilabel>Register Defaults</guilabel> tab preferences affect the behavior of the transaction
        register windows.
      </para>

      <itemizedlist>
        <listitem>
          <para><guilabel>Default Style</guilabel>
          </para>

          <para>Here you can choose from 3 different styles for register windows:
            <itemizedlist>
              <listitem>
                <para><guilabel>Basic ledger:</guilabel> Show all transactions on one line. (Two in double line mode.)
                </para>
              </listitem>

              <listitem>
                <para><guilabel>Auto-split ledger:</guilabel> Automatically expand the current transaction to show all
                  splits. All other transactions are shown on one line. (Two in double line mode.)
                </para>
              </listitem>

              <listitem>
                <para><guilabel>Transaction journal:</guilabel> All transactions are expanded to show all splits.
                </para>
              </listitem>
            </itemizedlist>
          </para>
        </listitem>

        <listitem>
          <para><guilabel>Other Defaults</guilabel>
          </para>

          <itemizedlist>
            <listitem>
              <para><guilabel>Register opens in a new window:</guilabel> If selected, register will be in a separate
                window instead of in a tab.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Double line mode:</guilabel> If selected, show two lines of information for each
                transaction instead of one.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Only display leaf account names:</guilabel> If selected, only the name of the leaf
                accounts will be displayed in the <guilabel>Account</guilabel> selection popup. The
                default behavior is to display the full account name including the path in the
                account tree.
              </para>

              <warning>
                <para>Enabling this option implies that you use unique leaf account names.
                </para>
              </warning>
            </listitem>

            <listitem>
              <para><guilabel>Number of transactions:</guilabel> How many transactions to show in a register. Set to 0
                to show all transactions.
              </para>
            </listitem>
          </itemizedlist>
        </listitem>
      </itemizedlist>
    </sect2>

    <sect2 id="prefs-reports">
      <title>Reports</title>

      <figure id="prefs-reports-fig">
        <title>The <guimenuitem>Preferences</guimenuitem> window, <guilabel>Reports</guilabel> tab</title>

        <screenshot id="Prefer_Reports">
          <mediaobject>
            <imageobject role="html">
              <imagedata fileref="figures/Pref_Reports.png"
                         srccredit="Chris Good" width="&img-w;"/>
            </imageobject>

            <imageobject role="fo">
              <imagedata fileref="figures/Pref_Reports.png"
                         srccredit="Chris Good"/>
            </imageobject>

            <textobject>
              <phrase>The Reports tab</phrase>
            </textobject>
          </mediaobject>
        </screenshot>
      </figure>

      <para>The <guilabel>Reports</guilabel> tab preferences affect the behavior of &app; reports.
      </para>

      <itemizedlist>
        <listitem>
          <para><guilabel>Default Report Currency:</guilabel> This item determines which currency will be used by
            default when creating reports. You can choose:
          </para>

          <itemizedlist>
            <listitem>
              <para><guilabel>Locale:</guilabel> Use the system locale currency for all newly created reports.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Choose:</guilabel> Use the specified currency for all newly created reports.
              </para>
            </listitem>
          </itemizedlist>
        </listitem>

        <listitem>
          <para><guilabel>Location</guilabel>
          </para>

          <itemizedlist>
            <listitem>
              <para><guilabel>Report opens in a new window:</guilabel> if you select this option, the reports will open
                up in a new window, instead of in a tab.
              </para>
            </listitem>
          </itemizedlist>
        </listitem>
      </itemizedlist>
    </sect2>

    <sect2 id="prefs-sched">
      <title>Scheduled Transactions</title>

      <figure id="prefs-sched-fig">
        <title>The <guimenuitem>Preferences</guimenuitem> window, <guilabel>Scheduled Transactions</guilabel> tab</title>

        <screenshot id="Prefer_ScheduledTransactions">
          <mediaobject>
            <imageobject role="html">
              <imagedata fileref="figures/Pref_Sched.png"
                         srccredit="Chris Good" width="&img-w;"/>
            </imageobject>

            <imageobject role="fo">
              <imagedata fileref="figures/Pref_Sched.png"
                         srccredit="Chris Good"/>
            </imageobject>

            <textobject>
              <phrase>The Scheduled Transactions tab</phrase>
            </textobject>
          </mediaobject>
        </screenshot>
      </figure>

      <para>The <guilabel>Scheduled Transactions</guilabel> tab preferences affect the behavior of &app; for
        scheduling transactions. More information about scheduled transactions can be found in
        <xref linkend="trans-sched"/>.
      </para>

      <itemizedlist>
        <listitem>
          <para><guilabel>Since Last Run Dialog</guilabel>
          </para>

          <itemizedlist>
            <listitem>
              <para><guilabel>Run when data file opened:</guilabel> If selected, the <guilabel>Since Last Run</guilabel>
                screen will appear when &app; opens the file.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Show notification window:</guilabel> If selected, a list of scheduled and created
                transactions will appear when &app; opens the file.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Review created transactions:</guilabel> If selected, set <guilabel>Review created
                transactions</guilabel> as the default for the <guilabel>Since Last Run</guilabel>
                dialog.
              </para>
            </listitem>
          </itemizedlist>
        </listitem>

        <listitem>
          <para><guilabel>Transaction Editor Defaults</guilabel>
          </para>

          <itemizedlist>
            <listitem>
              <para><guilabel>Auto-Create new transactions:</guilabel> If selected, new scheduled transactions will
                automatically be entered into the register. If the auto-create option is enabled,
                you can also check <guilabel>Notify before transactions are created</guilabel> so
                that you will be able to confirm creating the transactions.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Create in advance:</guilabel> The default number of days in advance to create the
                registered scheduled transactions.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Remind in advance:</guilabel> The default number of days in advance to remind about new
                scheduled transactions.
              </para>
            </listitem>
          </itemizedlist>
        </listitem>
      </itemizedlist>
    </sect2>

    <sect2 id="prefs-window">
      <title>Windows</title>

      <figure id="prefs-windows-fig">
        <title>The <guimenuitem>Preferences</guimenuitem> window, <guilabel>Windows</guilabel> tab</title>

        <screenshot id="Prefer_Windows">
          <mediaobject>
            <imageobject role="html">
              <imagedata fileref="figures/Pref_Windows.png"
                         srccredit="Chris Good" width="&img-w;"/>
            </imageobject>

            <imageobject role="fo">
              <imagedata fileref="figures/Pref_Windows.png"
                         srccredit="Chris Good"/>
            </imageobject>

            <textobject>
              <phrase>The Windows tab</phrase>
            </textobject>
          </mediaobject>
        </screenshot>
      </figure>

      <itemizedlist>
        <listitem>
          <para><guilabel>Window Geometry</guilabel>
          </para>

          <itemizedlist>
            <listitem>
              <para><guilabel>Save window size and position:</guilabel> If selected, next time &app; starts it will
                re-use the window size and position configured in the last run.
              </para>
            </listitem>
          </itemizedlist>
        </listitem>

        <listitem>
          <para><guilabel>Tabs</guilabel>
          </para>

          <itemizedlist>
            <listitem>
              <para><guilabel>Show close button on notebook tabs:</guilabel> Adds a small close icon on each tab, to
                make it easier to close the various tabs.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Bring the most recent tab to the front:</guilabel> If selected, the newly created tab will
                be shown over the other tabs.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Open new tabs adjacent to current tab:</guilabel> If selected, open new tabs adjacent to
                the current tab instead of at the end.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Width:</guilabel> The width of tab label expressed in characters.
                <note>
                  <para>If the text in the tab is longer than this value (the test is approximate) then the tab label will
                    have the middle cut and replaced with an ellipsis.
                  </para>
                </note>
              </para>
            </listitem>
          </itemizedlist>
        </listitem>

        <listitem>
          <para><guilabel>Tab Position</guilabel>
          </para>

          <para>Position the tabs at the <guilabel>Top</guilabel> (default), <guilabel>Bottom</guilabel>,
            <guilabel>Left</guilabel> or <guilabel>Right</guilabel>.
          </para>
        </listitem>

        <listitem>
          <para><guilabel>Summary Bar Position</guilabel>
          </para>

          <para>Position the Summary Bar at the <guilabel>Top</guilabel> or at the <guilabel>Bottom</guilabel>
            (default) of the &app; main window.
          </para>
        </listitem>
      </itemizedlist>
    </sect2>
  </sect1>

  <sect1 id="book-options">
    <title>Book Options</title>

    <para>The
      <menuchoice>
        <guimenu>File</guimenu> <guimenuitem>Properties</guimenuitem>
      </menuchoice>
      menu item is used to set or modify choices that affect how a specific &app; file (also
      referred to as a Book) operates. Selecting this menu item brings up the <guilabel>Book
      Options</guilabel>dialog. This dialog also appears in situations where you are importing
      transactions into a new book, with the title <guilabel>New Book Options</guilabel>. It is
      automatically raised in these 'new book' situations because these settings can affect how
      imported data are converted to &app; transactions and so should be considered and set before
      your first import (specifically, the <xref linkend="num-action-book-option"/> setting).
    </para>

    <para>The settings in this dialog are kept with, and are part of, the file (or Book). This is in contrast
      to the settings described in <xref linkend="set-prefs"/>, which are set per user and not
      stored with the file. So <guilabel>Book Options</guilabel> settings are shared by all users
      who use a given file and any changes made by one user will affect all users of that file.
    </para>

    <tip>
      <para>Pausing the cursor for a couple of seconds over options in these tabs will display a tooltip with a
        more detailed description of the choice.
      </para>
    </tip>

    <para>The <guilabel>Book Options</guilabel> dialog has five buttons that are common to all tabs. The
      <guibutton>Reset defaults</guibutton> button takes all items on the visible tab and sets their
      value to the default setting; it only affects the visible tab. The <guibutton>Help</guibutton>
      button opens up a help window to this section. The <guibutton>Cancel</guibutton> button closes
      the dialog, making no changes to the saved settings for <guilabel>Book Options</guilabel>. The
      <guibutton>Apply</guibutton> button is initially insensitive but becomes sensitive when any
      setting is set or changed. Selecting it saves the setting(s) for the book but keeps the
      <guilabel>Book Options</guilabel> dialog open. Typically, the changes are reflected in the
      affected areas of &app; as soon as the button is pressed, so it can be used to 'see' the
      effect of a given option without having to re-open the dialog. The
      <guibutton>Apply</guibutton> button is not sensitive on the dialog if it appears during
      transaction import (that is, 'new book') situations. The <guibutton>OK</guibutton> button
      behaves like the <guibutton>Apply</guibutton> button except that it immediately
      <emphasis>closes</emphasis> the dialog, as well.
    </para>

    <sect2 id="accounts-book-options">
      <title>Accounts Book Options Tab</title>

      <figure id="book-opt-acc-fig">
        <title>The <guimenuitem>Book Options</guimenuitem> window, <guilabel>Accounts</guilabel> tab</title>

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

      <para>The <guilabel>Accounts</guilabel> tab of this dialog allows the selection of options that affect how
        accounting registers function.
      </para>

      <sect3 id="trading-accounts-book-option">
        <title>Use Trading Accounts</title>

        <para>Check the <guilabel>Use Trading Accounts</guilabel> checkbox to have trading accounts used for
          transactions involving more than one currency or commodity.
        </para>

        <tip>
          <para>To avoid several problems on multiple currency accounting read Peter Selinger's &ulink-sel-tut;.
          </para>
        </tip>
      </sect3>

      <sect3 id="read-only-days-option">
        <title>Day Threshold for Read-Only Transactions</title>

        <para>Use the <guilabel>Day Threshold for Read-Only Transactions</guilabel> spin-box to choose the number
          of days before today, prior to which, transactions will be read-only and cannot be edited
          anymore in the registers. This threshold is marked by a red line in the account register
          windows. If zero, all transactions can be edited and none are read-only. This feature is
          intended to be used to guard against accidental changes to non-current transactions.
        </para>
      </sect3>

      <sect3 id="num-action-book-option">
        <title>Use Split Action Field for Number</title>

        <note>
          <para>This option is only available in &app; version 2.6 or later.
          </para>
        </note>

        <para>Check the <guilabel>Use Split Action Field for Number</guilabel> checkbox to have the split action
          field of the anchor split used for the 'Num' column in registers, reports and
          import/export functions, where applicable, in place of the transaction number; the
          transaction number is then shown as 'T-Num' on reports and on the second line of
          registers. This choice has a corresponding effect on business features.
        </para>

        <para>The difference between the two is that with the checkbox not selected, the same 'Num' is displayed
          for a given transaction regardless of what register it is viewed in and with the checkbox
          selected, a different 'Num' can be entered/displayed for a given transaction in each
          register it is viewed in. In both cases, the 'next number logic' of the 'Num' cell is
          based on the account of the register the transaction is entered to or viewed from but in
          one case it fills the transaction number, in the other, it fills the split action field of
          the anchor split. In both cases, both fields are visible and can be viewed and used as
          free-form text in double-line mode for any value the user wants.
        </para>

        <warning>
          <para>Initial setup of &app;: It is expected that, after careful consideration of the consequences, this
            option will be set when a new &app; file is created and not changed thereafter (see next
            warning). For this reason, a preference is provided (see
            <link
             linkend="prefs-general">Setting Preferences - General </link>) that
            can establish an initial default setting for new files, so that if you will have more
            than one file, it is easier to set them all up consistently. You may wish to set up a
            test file and experiment with the two settings to understand the differences before
            establishing your first real &app; file.
          </para>
        </warning>

        <tip>
          <para>Moving from Quicken: For users that are switching from other personal accounting applications, such
            as Quicken, selecting this option may be more consistent with the numbering approach
            used there and can preserve the numbering of historical data brought over; this option
            should be set before performing the initial import.
          </para>
        </tip>

        <warning>
          <para>Changing this option for an existing &app; file: If you change this option for an existing file,
            historical data will not be changed. This means that if you set the option one way,
            enter (or import) transactions, then change the option and enter (or import) additional
            transactions and switch back-and-forth, you will end up with a file that will appear to
            have inconsistent treatment of numbers in registers, reports and exports. This is
            because the setting of this option at the time of data entry/import determines where the
            number data is stored and the setting at the time of data display/reporting/exporting
            determines which field is displayed as number.
          </para>

          <para>There is no reason to avoid changing this option for an existing &app; file if you understand the
            implications. If you elect to make this change, it should probably be done between
            accounting periods with the understanding that number data prior to the date the option
            is changed will be displayed/reported/exported differently from that after the date.
          </para>
        </warning>

        <warning>
          <para>If you change this option, and press <guibutton>Apply </guibutton> or <guibutton>OK</guibutton>,
            open registers and labels on query and sorting dialogs will be refreshed to reflect the
            new option immediately. But open reports need to be individually reloaded by the user to
            have the change reflected on the report.
          </para>
        </warning>

        <warning>
          <para>This option is only available in &app; version 2.6 or later. If a &app; file from an earlier version
            is opened in version 2.6 or later, and this feature is not used, this feature will not
            prevent the file from being opened in the earlier version of &app;. However, if the
            option is set, the file will not be able to be opened by the earlier version, even if
            the option is set back to its original setting. A warning dialog will be displayed from
            the earlier version. Do not set this option if you want to open the file with an earlier
            version.
          </para>
        </warning>
      </sect3>
    </sect2>

    <sect2 id="budgeting-book-options">
      <title>Budgeting Book Options Tab</title>

      <figure id="book-opt-bud-fig">
        <title>The <guimenuitem>Book Options</guimenuitem> window, <guilabel>Budgeting</guilabel> tab</title>

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

      <para>The <guilabel>Budgeting</guilabel> tab allows you to specify the budget to be used for reports when
        none has otherwise been specified.
      </para>
    </sect2>

    <sect2 id="business-book-options">
      <title>Business Book Options Tab</title>

      <figure id="book-opt-bus-fig">
        <title>The <guimenuitem>Book Options</guimenuitem> window, <guilabel>Business</guilabel> tab</title>

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

      <para>The <guilabel>Business</guilabel> tab allows you to enter values that are in turn used by the
        business features of &app;:
      </para>

      <variablelist>
        <varlistentry>
          <term>Company Name</term>

          <listitem>
            <para>The name of the company is used in many reports.
            </para>
          </listitem>
        </varlistentry>

        <varlistentry>
          <term>Company Contact Person</term>

          <listitem>
            <para>The name of the contact person to print on invoices.
            </para>
          </listitem>
        </varlistentry>

        <varlistentry>
          <term>Company Phone, Fax, Email Address</term>

          <listitem>
            <para>The references of your business.
            </para>
          </listitem>
        </varlistentry>

        <varlistentry>
          <term>Company Website URL</term>

          <listitem>
            <para>The internet address of the company&rsquo;s website.
            </para>
          </listitem>
        </varlistentry>

        <varlistentry>
          <term>Company ID</term>

          <listitem>
            <para>The tax ID of your company.
            </para>
          </listitem>
        </varlistentry>

        <varlistentry>
          <term>Default Customer TaxTable</term>

          <listitem>
            <para>The default taxtable applicable to your most common customers.
            </para>
          </listitem>
        </varlistentry>

        <varlistentry>
          <term>Default Vendor TaxTable</term>

          <listitem>
            <para>The default taxtable applicable to your most common vendors.
            </para>
          </listitem>
        </varlistentry>

        <varlistentry>
          <term>Fancy Date Format</term>

          <listitem>
            <para>The default date format used for fancy printed dates (e.g. on invoices).
            </para>
          </listitem>
        </varlistentry>

        <varlistentry>
          <term><guibutton>Reset Defaults</guibutton></term>

          <listitem>
            <para>Press the button to reset all values to their defaults.
            </para>
          </listitem>
        </varlistentry>
      </variablelist>

      <note>
        <para>None of the above values is required to use &app; but, if given, will be used throughout the
          program. (f.e. in reports, invoices etc...)
        </para>
      </note>
    </sect2>

    <sect2 id="counters-book-options">
      <title>Counters Book Options Tab</title>

      <figure id="book-opt-count-fig">
        <title>The <guimenuitem>Book Options</guimenuitem> window, <guilabel>Counters</guilabel> tab</title>

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

      <para>The <guilabel>Counters</guilabel> tab allows you to set the 'previous' value for each number
        indicated: Bill, Customer, Employee, etc. These counters are used by the
        <xref linkend="chapter_busnss" /> of &app;.
      </para>

      <para>The <guilabel>number</guilabel> entered here will be incremented when the various business features
        calculate a value for a corresponding field on a dialog. For example, if you leave the
        Customer Number field blank on the New Customer dialog, the customer will be assigned the
        number in the counter field plus 1. The numbers displayed in the tab are incremented as
        these business features are used. (But note that if you have the <guilabel>Book
        Options</guilabel> dialog open, you need to close it and re-open it to see the changes; the
        displayed field values are not automatically refreshed.)
      </para>

      <para>The corresponding <guilabel>format</guilabel> fields are used to specify printf-style format strings
        that are used to format the printing of the number. For example, to put the literal "C - "
        in front of the customer number, you would put "C - %li" (without the quotes) in the
        customer format string field. If the value in the customer number field was 5, the next
        customer added would be assigned the number "C - 6". As another example, if you wanted the
        number to be printed with leading zeros and 5 characters wide, you would enter "C - %05li"
        and the next customer number would be assigned the number "C - 00006".
      </para>

      <note>
        <para>For historical reasons &app; accepts multiple format specifiers although they all yield the same end
          result. You can choose "li", "lli" or I64i".
        </para>
      </note>
    </sect2>
  </sect1>

  <sect1 id="change-style">
    <title>Changing Style Sheets</title>

    <para>&app; has four default style sheets for web-page reports. These style sheets can be altered by using
      the <acronym>HTML</acronym> Style Sheets editor. To access the editor go to
      <menuchoice>
        <guimenu>Edit</guimenu> <guimenuitem>Style Sheets...</guimenuitem>
      </menuchoice>
    </para>

    <para>Using the Style Sheet Editor you may display/modify the setting of a Style Sheet.
    </para>

    <note>
      <para>Changing the Style Sheet will change the appearance of all reports that have selected that Style
        Sheet. A <guibutton>Reload</guibutton> is required to view the changes, if the report(s) are
        currently displayed.
      </para>
    </note>

    <para>To add a new Style Sheet click the <guibutton>New...</guibutton> button in the Style Sheet pane. The
      <guilabel>New Style Sheet</guilabel> dialog will appear. Fill in the <guilabel>name</guilabel>
      field with the name of the new Style Sheet and choose a template. To remove a Style Sheet
      select the Style Sheet from the list and click <guibutton>Delete</guibutton>.
    </para>

    <sect2 id="style-default">
      <title>Default Style Sheet</title>

      <para>The Default Style Sheet has four tabs to alter the appearance of reports utilizing it, Colors,
        Fonts, General and Tables.
      </para>

      <sect3 id="style-def-color">
        <title>Colors Tab</title>

        <itemizedlist>
          <listitem>
            <para><guilabel>Alternate Table Cell Color:</guilabel> Opens the color picker to choose a color that will
              be applied to alternate table rows.
            </para>
          </listitem>
        </itemizedlist>
      </sect3>

      <sect3 id="style-def-fonts">
        <title>Fonts Tab</title>

        <itemizedlist>
          <listitem>
            <para><guilabel>Title:</guilabel> Select the font and size for Titles.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Account Link:</guilabel> Select the font and size for Account Links.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Number Cell:</guilabel> Select the font and size for Number Cells.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Negative Values in Red:</guilabel> Select to have negative values displayed in red.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Text Cell:</guilabel> Select the font and size for Text Cells.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Total Number Cell:</guilabel> Select the font and size for Total Number Cells.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Total Label Cell:</guilabel> Select the font and size for Total Label Cells.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Centered Label Cell:</guilabel> Select the font and size for Centered Label Cells.
            </para>
          </listitem>
        </itemizedlist>
      </sect3>

      <sect3 id="style-def-general">
        <title>General Tab</title>

        <itemizedlist>
          <listitem>
            <para><guilabel>Background Color:</guilabel> Opens the color picker to choose a new background color.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Background Pixmap:</guilabel> Use the <guibutton>Browse</guibutton> button to select a
              picture to use as the background in reports.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Enable Links:</guilabel> Select this to enable blue hyperlinks in reports.
            </para>
          </listitem>
        </itemizedlist>
      </sect3>

      <sect3 id="style-def-tables">
        <title>Tables Tab</title>

        <itemizedlist>
          <listitem>
            <para><guilabel>Table cell spacing:</guilabel> Sets the space between table cells
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Table cell padding:</guilabel> Sets the space between table cell edges and contents
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Table border width:</guilabel> Sets the width of the borders on tables.
            </para>
          </listitem>
        </itemizedlist>
      </sect3>
    </sect2>

    <sect2 id="style-easy">
      <title>Easy Style Sheet</title>

      <para>The Easy Style Sheet has five tabs to alter the appearance of reports: Colors, Fonts, General,
        Images and Tables.
      </para>

      <sect3 id="style-easy-colors">
        <title>Colors</title>

        <itemizedlist>
          <listitem>
            <para><guilabel>Background Color:</guilabel> Opens the color picker to choose a new background color.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Text Color:</guilabel> Opens the color picker to choose a new text color.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Text Cell Color:</guilabel> Opens the color picker to choose a new text cell color.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Link Color:</guilabel> Opens the color picker to choose a new link color.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Alternate Table Cell Color:</guilabel> Opens the color picker to choose a new color for
              alternate table rows.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Subheading/Subtotal Cell Color:</guilabel> Opens the color picker to choose a new color
              for subheading/subtotal table rows.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Sub-subheading/total Cell Color:</guilabel> Opens the color picker to choose a new color
              for sub-subheading/total table rows.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Grand Total Cell Color:</guilabel> Opens the color picker to choose a new color for grand
              total rows.
            </para>
          </listitem>
        </itemizedlist>
      </sect3>

      <sect3 id="style-easy-fonts">
        <title>Fonts</title>

        <itemizedlist>
          <listitem>
            <para><guilabel>Title:</guilabel> Select the font and size for Titles.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Account Link:</guilabel> Select the font and size for Account Links.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Number Cell:</guilabel> Select the font and size for Number Cells.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Negative Values in Red:</guilabel> Select to have negative values displayed in red.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Number Header:</guilabel> Select the font and size for Number Header table rows.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Text Cell:</guilabel> Select the font and size for Text Cells.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Total Number Cell:</guilabel> Select the font and size for Total Number Cells.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Total Label Cell:</guilabel> Select the font and size for Total Label Cells.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Centered Label Cell:</guilabel> Select the font and size for Centered Label Cells.
            </para>
          </listitem>
        </itemizedlist>
      </sect3>

      <sect3 id="style-easy-general">
        <title>General</title>

        <itemizedlist>
          <listitem>
            <para><guilabel>Preparer:</guilabel> Name of the person preparing the report.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Prepared for:</guilabel> Name of Organization or Company the report is prepared for.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Show preparer info:</guilabel> Show the Preparer information in the report.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Enable Links:</guilabel> Select this to enable blue hyperlinks in reports.
            </para>
          </listitem>
        </itemizedlist>
      </sect3>

      <sect3 id="style-easy-images">
        <title>Images</title>

        <itemizedlist>
          <listitem>
            <para><guilabel>Background Tile:</guilabel> Use the <guibutton>Browse</guibutton> button to select a
              picture to use as the background in reports. The <guibutton>Clear</guibutton> button
              will clear the selection.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Heading Banner:</guilabel> Use the <guibutton>Browse</guibutton> button to select a
              picture to use as the heading in reports. The <guibutton>Clear</guibutton> button will
              clear the selection.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Heading Alignment:</guilabel> Select from pull-down list; Left, Right, Center, to specify
              the alignment of the banner at the top of report(s).
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Logo:</guilabel> Use the <guibutton>Browse</guibutton> button to select a picture to use
              as the logo in reports. The <guibutton>Clear</guibutton> button will clear the
              selection.
            </para>
          </listitem>
        </itemizedlist>
      </sect3>

      <sect3 id="style-easy-tables">
        <title>Tables</title>

        <itemizedlist>
          <listitem>
            <para><guilabel>Table cell spacing:</guilabel> Sets the space between table cells
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Table cell padding:</guilabel> Sets the space between table cell edges and contents
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Table border width:</guilabel> Sets the width of the borders on tables.
            </para>
          </listitem>
        </itemizedlist>
      </sect3>
    </sect2>

    <sect2 id="style-footer">
      <title>Footer Style Sheet</title>

      <para>The Footer Style Sheet has the same five tabs to alter the appearance of reports as the Easy Style
        Sheets: Colors, Fonts, General, Images and Tables.
      </para>

      <sect3 id="style-footer-colors">
        <title>Colors</title>

        <itemizedlist>
          <listitem>
            <para><guilabel>Background Color:</guilabel> Opens the color picker to choose a new background color.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Text Color:</guilabel> Opens the color picker to choose a new text color.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Text Cell Color:</guilabel> Opens the color picker to choose a new text cell color.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Link Color:</guilabel> Opens the color picker to choose a new link color.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Alternate Table Cell Color:</guilabel> Opens the color picker to choose a new color for
              alternate table rows.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Subheading/Subtotal Cell Color:</guilabel> Opens the color picker to choose a new color
              for subheading/subtotal table rows.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Sub-subheading/total Cell Color:</guilabel> Opens the color picker to choose a new color
              for sub-subheading/total table rows.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Grand Total Cell Color:</guilabel> Opens the color picker to choose a new color for grand
              total rows.
            </para>
          </listitem>
        </itemizedlist>
      </sect3>

      <sect3 id="style-footer-fonts">
        <title>Fonts</title>

        <itemizedlist>
          <listitem>
            <para><guilabel>Title:</guilabel> Select the font and size for Titles.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Account Link:</guilabel> Select the font and size for Account Links.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Number Cell:</guilabel> Select the font and size for Number Cells.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Negative Values in Red:</guilabel> Select to have negative values displayed in red.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Number Header:</guilabel> Select the font and size for Number Header table rows.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Text Cell:</guilabel> Select the font and size for Text Cells.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Total Number Cell:</guilabel> Select the font and size for Total Number Cells.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Total Label Cell:</guilabel> Select the font and size for Total Label Cells.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Centered Label Cell:</guilabel> Select the font and size for Centered Label Cells.
            </para>
          </listitem>
        </itemizedlist>
      </sect3>

      <sect3 id="style-footer-general">
        <title>General</title>

        <itemizedlist>
          <listitem>
            <para><guilabel>Preparer:</guilabel> Name of the person preparing the report.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Prepared for:</guilabel> Name of Organization or Company the report is prepared for.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Show preparer info:</guilabel> Show the Preparer information in the report.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Enable Links:</guilabel> Select this to enable blue hyperlinks in reports.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Footer:</guilabel> Text to be included in report footer.
            </para>
          </listitem>
        </itemizedlist>
      </sect3>

      <sect3 id="style-footer-images">
        <title>Images</title>

        <itemizedlist>
          <listitem>
            <para><guilabel>Background Tile:</guilabel> Use the <guibutton>Browse</guibutton> button to select a
              picture to use as the background in reports. The <guibutton>Clear</guibutton> button
              will clear the selection.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Heading Banner:</guilabel> Use the <guibutton>Browse</guibutton> button to select a
              picture to use as the heading in reports. The <guibutton>Clear</guibutton> button will
              clear the selection.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Heading Alignment:</guilabel> Select from pull-down list; Left, Right, Center, to specify
              the alignment of the banner at the top of report(s).
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Logo:</guilabel> Use the <guibutton>Browse</guibutton> button to select a picture to use
              as the logo in reports. The <guibutton>Clear</guibutton> button will clear the
              selection.
            </para>
          </listitem>
        </itemizedlist>
      </sect3>

      <sect3 id="style-footer-tables">
        <title>Tables</title>

        <itemizedlist>
          <listitem>
            <para><guilabel>Table cell spacing:</guilabel> Sets the space between table cells
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Table cell padding:</guilabel> Sets the space between table cell edges and contents
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Table border width:</guilabel> Sets the width of the borders on tables.
            </para>
          </listitem>
        </itemizedlist>
      </sect3>
    </sect2>

    <sect2 id="style-technicolor">
      <title>Technicolor Style Sheet</title>

      <para>The Technicolor Style Sheet has has five tabs to alter the appearance of reports: Colors, Fonts,
        General, Images and Tables.
      </para>

      <sect3 id="style-tech-colors">
        <title>Colors</title>

        <itemizedlist>
          <listitem>
            <para><guilabel>Background Color:</guilabel> Opens the color picker to choose a new background color.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Text Color:</guilabel> Opens the color picker to choose a new text color.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Text Cell Color:</guilabel> Opens the color picker to choose a new text cell color.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Link Color:</guilabel> Opens the color picker to choose a new link color.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Alternate Table Cell Color:</guilabel> Opens the color picker to choose a new color for
              alternate table rows.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Subheading/Subtotal Cell Color:</guilabel> Opens the color picker to choose a new color
              for subheading/subtotal table rows.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Sub-subheading/total Cell Color:</guilabel> Opens the color picker to choose a new color
              for sub-subheading/total table rows.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Grand Total Cell Color:</guilabel> Opens the color picker to choose a new color for grand
              total rows.
            </para>
          </listitem>
        </itemizedlist>
      </sect3>

      <sect3 id="style-tech-fonts">
        <title>Fonts</title>

        <itemizedlist>
          <listitem>
            <para><guilabel>Title:</guilabel> Select the font and size for Titles.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Account Link:</guilabel> Select the font and size for Account Links.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Number Cell:</guilabel> Select the font and size for Number Cells.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Negative Values in Red:</guilabel> Select to have negative values displayed in red.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Number Header:</guilabel> Select the font and size for Number Header table rows.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Text Cell:</guilabel> Select the font and size for Text Cells.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Total Number Cell:</guilabel> Select the font and size for Total Number Cells.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Total Label Cell:</guilabel> Select the font and size for Total Label Cells.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Centered Label Cell:</guilabel> Select the font and size for Centered Label Cells.
            </para>
          </listitem>
        </itemizedlist>
      </sect3>

      <sect3 id="style-tech-general">
        <title>General</title>

        <itemizedlist>
          <listitem>
            <para><guilabel>Preparer:</guilabel> Name of the person preparing the report.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Prepared for:</guilabel> Name of Organization or Company the report is prepared for.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Show preparer info:</guilabel> Show the Preparer information in the report.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Enable Links:</guilabel> Select this to enable blue hyperlinks in reports.
            </para>
          </listitem>
        </itemizedlist>
      </sect3>

      <sect3 id="style-tech-images">
        <title>Images</title>

        <itemizedlist>
          <listitem>
            <para><guilabel>Background Tile:</guilabel> Use the <guibutton>Browse</guibutton> button to select a
              picture to use as the background in reports. The <guibutton>Clear</guibutton> button
              will clear the selection.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Heading Banner:</guilabel> Use the <guibutton>Browse</guibutton> button to select a
              picture to use as the heading in reports. The <guibutton>Clear</guibutton> button will
              clear the selection.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Heading Alignment:</guilabel> Select from pull-down list; Left, Right, Center, to specify
              the alignment of the banner at the top of report(s).
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Logo:</guilabel> Use the <guibutton>Browse</guibutton> button to select a picture to use
              as the logo in reports. The <guibutton>Clear</guibutton> button will clear the
              selection.
            </para>
          </listitem>
        </itemizedlist>
      </sect3>

      <sect3 id="style-tech-tables">
        <title>Tables</title>

        <itemizedlist>
          <listitem>
            <para><guilabel>Table cell spacing:</guilabel> Sets the space between table cells
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Table cell padding:</guilabel> Sets the space between table cell edges and cell contents
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Table border width:</guilabel> Sets the width of the borders on tables.
            </para>
          </listitem>
        </itemizedlist>
      </sect3>
    </sect2>
  </sect1>

  <sect1 id="set-tax-options">
    <title>Setting Tax Report Options</title>

    <abstract>
      <para>The tax report can be used to prepare online tax reports for specific countries, see
        <xref linkend="report-regional"/>. Currently US and partial DE are supported.
      </para>
    </abstract>

    <note>
      <title>Localization</title>

      <para>Before it can be used in other regions, one needs to provide a localized taxtable. See the
        instructions in the <ulink url="&url-wiki-L12N-tax;">wiki</ulink>.
      </para>
    </note>
<!-- Translators: you can stop here to translate. After you created or got a
      localized taxtable describe the options, which your report requires.  -->
    <para>The <guilabel>Income Tax Information</guilabel> dialog is used to set Tax Report Options. The
      settings on accounts in this dialog are used by the <acronym>TXF</acronym> Export function in
      reports to select the accounts for export. To access this dialog go to
      <menuchoice>
        <guimenu><accel>E</accel>dit</guimenu> <guimenuitem>Ta<accel>x</accel> Report
        Options</guimenuitem>
      </menuchoice>
      .
    </para>

    <tip>
      <para>If the Income Tax features are used, it is strongly recommended that the <guilabel>Tax
        Info</guilabel> column be made visible on the accounts tab (click large downward-pointing
        arrow and select <guilabel>Tax Info</guilabel> check box). The <guilabel>Tax Info</guilabel>
        column will display the Form/Schedule and tax category (e.g., <guilabel>Schedule D Dividend,
        cap gain distrib.</guilabel>) assigned to an account, if any. Alternatively, it will display
        the following error messages which can be corrected through
        <menuchoice>
          <guimenu>Edit</guimenu> <guimenuitem>Tax Report Options</guimenuitem>
        </menuchoice>
        :
        <itemizedlist spacing="compact">
          <listitem>
            <para>Tax-related but has no tax code
            </para>
          </listitem>

          <listitem>
            <para>Tax entity type not specified
            </para>
          </listitem>

          <listitem>
            <para>Tax type "tax_type": invalid code "code" for account type"
            </para>
          </listitem>

          <listitem>
            <para>Not tax-related; tax type "tax_type": invalid code "code" for account type
            </para>
          </listitem>

          <listitem>
            <para>Invalid code "code" for tax type "tax_type"
            </para>
          </listitem>

          <listitem>
            <para>Not tax-related; invalid code "code" for tax type "tax_type"
            </para>
          </listitem>

          <listitem>
            <para>No form: code "code", tax type "tax_type"
            </para>
          </listitem>

          <listitem>
            <para>Not tax-related; no form: code "code", tax type "tax_type"
            </para>
          </listitem>

          <listitem>
            <para>No description: form "form", code "code", tax type "tax_type"
            </para>
          </listitem>

          <listitem>
            <para>Not tax-related; no description: form "form", code "code", tax type "tax_type"
            </para>
          </listitem>

          <listitem>
            <para>Not tax-related; "form"("copy") "desc" (code "code", tax type "tax_type")
            </para>
          </listitem>
        </itemizedlist>
      </para>
    </tip>

    <para>The Income Tax Identity must be set in order to assign codes to individual accounts. Click
      <guibutton>Edit</guibutton> to set the identity. The Tax Name is optional. If entered, it will
      be printed at the top of the report. A <guilabel>Type</guilabel> must be selected in order to
      activate the tax category selections. The choices are:
      <itemizedlist spacing="compact">
        <listitem>
          <para>Individual, Joint, etc. - Files US Form 1040 Tax Return
          </para>
        </listitem>

        <listitem>
          <para>Partnership - Files US Form 1065 Tax Return
          </para>
        </listitem>

        <listitem>
          <para>Corporation - Files US Form 1120 Tax Return
          </para>
        </listitem>

        <listitem>
          <para>S Corporation - Files US Form 1120S Tax Return
          </para>
        </listitem>

        <listitem>
          <para>None - No Income Tax Options Provided
          </para>
        </listitem>
      </itemizedlist>
    </para>

    <para>While the Income Tax Entity Type can be changed after tax categories have been assigned to accounts,
      you should be cautioned that you will need to manually change each one if you do so, which
      could be quite tedious. The tax categories are unique for each Income Tax Entity Type, so
      changing the type will make all previously assigned categories invalid. It is assumed (and
      highly recommended) that each &app; file is for only one tax entity and this is where you
      specify its type of tax entity. You should not keep, for example, personal and partnership
      accounts mixed in one &app; file if you plan to use the Income Tax Reporting features.
    </para>

    <para>A given <acronym>TXF</acronym> code can be assigned to multiple accounts. The Tax Schedule Report
      will combine accounts by code and generate a detailed <acronym>TXF</acronym> record for each
      account and a summary <acronym>TXF</acronym> record for the total as calculated by the report.
    </para>

    <para>For codes for which the "Payer Name Source" is not grayed, the payer on the <acronym>TXF</acronym>
      record will be based on what is specified here, either the account name of the account or the
      account name of the account&rsquo;s parent account. This feature is typically used for
      interest accounts or stocks or mutual funds that pay dividends where the individual payees are
      shown on the tax schedule. For example, if the parent account&rsquo;s name is the name of your
      broker and the sub-account&rsquo;s names are the names of individual stocks that pay dividends
      and the name on the 1099-DIV received is that of the broker, in order to match that name, you
      would select &rsquo;Parent Account&rsquo;; the total dividends from the broker would be
      exported and, if you had several brokers, there would be an amount exported and a subtotal for
      each broker, along with each brokers name. Alternatively, if you had a parent account named
      <emphasis>Directly Held</emphasis>, for example, and below it sub-accounts for one or more
      stocks, you would receive a 1099-DIV from the issuer of each stock separately and, in order to
      match that name, you would select <guilabel>Current Account</guilabel>; the total dividends
      from each stock would be exported and, if you had several stocks, there would be an amount
      exported and a subtotal for each stock, along with each stock&rsquo;s name as the payer.
    </para>

    <para>Some tax Forms/Schedules need to have multiple copies filed under some circumstances (for example,
      Schedule C if a taxpayer and spouse have separate businesses). For tax categories on these
      Forms/Schedules, the <guilabel>Copy Number</guilabel> is not grayed out and can be used to
      segregate accounts by copy number.
    </para>

    <itemizedlist>
      <listitem>
        <para>Accounts: This pane contains the list of accounts. Select an account to set a <acronym>TXF</acronym>
          category. If no account is selected nothing is changed. If multiple accounts are selected,
          all of the accounts will be set to the selected item.
        </para>
      </listitem>

      <listitem>
        <para>Tax Related: Select this check-box to add tax information to an account then select the
          <acronym>TXF</acronym> Category below. This setting is displayed on the account edit
          dialogue but cannot be changed from there.
        </para>
      </listitem>

      <listitem>
        <para>TXF Categories: Select the desired one. A detailed description appears just below (if available,
          otherwise it says <guilabel>No help available</guilabel>), along with the
          <acronym>TXF</acronym> code for the category and information about what line number on the
          form or schedule the amounts are included in by tax year (used for detailed sort on
          report).
        </para>
      </listitem>

      <listitem>
        <para>Payer Name Source: Select an option to determine where the text description that is exported along
          with the value of the account is derived from, as described above. This is usually the
          name of a bank, stock, or mutual fund that pays dividends or interest. Occasionally, it is
          a description of a deduction.
        </para>
      </listitem>

      <listitem>
        <para>Copy Number: A copy number that is exported along with the value of the account. This is used to
          segregate amounts between different copies of the same Form/Schedule that may need to be
          filed (e.g., Schedule C(1), Schedule C(2), etc.). This is also used to sort the report.
        </para>
      </listitem>
    </itemizedlist>

    <sect2 id="txf-probs">
      <title>TXF Export - Known Anomalies and Limitations</title>

      <para>TaxCut 1999
      </para>

      <itemizedlist>
        <listitem>
          <para>Code: N488 "^ Sched B \ Div. income, cap gain distrib."
          </para>
        </listitem>

        <listitem>
          <para>Code: N286 "^ Sched B \ Dividend income"
          </para>
        </listitem>
      </itemizedlist>

      <para>These two codes, from the same payer, are not correlated. The user will have to adjust for this
        after import.
      </para>

      <para>TaxCut 1999, 2000
      </para>

      <itemizedlist>
        <listitem>
          <para>Code: N521 " F1040 \ Federal estimated tax, quarterly"
          </para>
        </listitem>
      </itemizedlist>

      <para>Does not accept the date field and does not import the individual payment amounts, only the total.
        The date and individual payment amounts, only matter if you have to compute the penalty.
        (this may be a TurboTax enhancement)
      </para>

      <itemizedlist>
        <listitem>
          <para>Code: N460 " W-2 \ Salary or wages, self"
          </para>
        </listitem>

        <listitem>
          <para>Code: N506 " W-2 \ Salary or wages, spouse"
          </para>
        </listitem>

        <listitem>
          <para>and other related codes.
          </para>
        </listitem>
      </itemizedlist>

      <para>Use Copy Number to separate information from more than one job.
      </para>

      <para>TurboTax 1999, 2000
      </para>

      <itemizedlist>
        <listitem>
          <para>Code: N521 " F1040 \ Federal estimated tax, quarterly"
          </para>
        </listitem>
      </itemizedlist>

      <para>Does not accept the dates outside of the tax year. This is a problem for the last payment that is
        due Jan 15. &app; changes the the date of the last payment to Dec 31 for the export unless
        the "Do not use special date processing" option is selected in the report options display
        tab. The user will have to adjust for this after import. The date only matters if you have
        to compute the penalty.
      </para>

      <para>TXF Tax eXport Format
      </para>

      <itemizedlist>
        <listitem>
          <para>Duplicate Codes
          </para>
        </listitem>
      </itemizedlist>

      <para>Codes can be assigned to multiple accounts and the amounts will be summed for all the accounts
        generating one detail <acronym>TXF</acronym> record per account and one summary
        <acronym>TXF</acronym> record for the sum. Codes that let you select "Payer Name Source"
        will generate a separate summary <acronym>TXF</acronym> account with each change in payer.
        Selecting the "Print <acronym>TXF</acronym> export parameters" option will cause the report
        to show to which codes this applies (Payer Name Source option Y) and, for the accounts
        assigned to those codes, the Name Source each account is set to and the
        <acronym>TXF</acronym> item number that will be assigned to each. A summary
        <acronym>TXF</acronym> record will be generated for each change in assigned item line
        number. These may not be handled the same by TaxCut and TurboTax.
      </para>

      <itemizedlist>
        <listitem>
          <para>Code: N673 "Short/Long gain or loss"
          </para>
        </listitem>
      </itemizedlist>

      <para>Short term or long term gain or loss from the sale of a security; generates <acronym>TXF</acronym>
        output for only the date sold and sales amount, with the date acquired and cost basis
        information left blank (to be separately added in the tax software). The code can be
        assigned to either a short-, long-, or mixed-term gain/loss income account and the security
        sales transaction should be entered as illustrated in Section 8.7, Selling Shares, of the
        &app; Tutorial and Concepts Guide. The report uses the transaction split of the gain/loss
        account to find one or more other splits in the same transaction with negative share
        quantities. For each of these found, it generates a detailed <acronym>TXF</acronym> output
        record with the quantity sold, the name of the security, the date sold, and the sales
        amount. Note that if, for a given transaction, more than one transaction split is to a
        gain/loss income account assigned to code 673, <acronym>TXF</acronym> output data will be
        erroneously repeated. That is because the report will fetch the same data, and re-output it,
        for each transaction split set to a gain/loss income account within the same transaction.
        For this reason, there should be no more than one gain/loss account entered per transaction
        to use this tax reporting code properly. (Note that no amounts are used from &app;&rsquo;s
        lot-tracking; a future enhancement is expected to use this data to provide capital gain
        reporting).
      </para>
    </sect2>

    <sect2 id="txf-defs">
      <title>Detailed <acronym>TXF</acronym> Category Descriptions</title>

      <para>Table 32. Detailed <acronym>TXF</acronym> Category Descriptions
      </para>

      <xi:include href="txf-categories.docbook" />
    </sect2>
  </sect1>

  <sect1  id="reset-warning">
    <title>Reset Warnings...</title>

    <para>&app; gives warnings when certain operations are attempted, such as removing a transaction or
      removing the splits of a transaction. The warning message gives you the option to not give you
      these warnings when attempting the operation. Check-boxes labeled <guilabel>Remember and
      don&rsquo;t ask me again</guilabel> and <guilabel>Remember and don&rsquo;t ask me again this
      session</guilabel> allow disabling the warnings. This option permits reseting the warnings to
      the default, IE make the warning happen. Warnings may be selectivly enabled.
    </para>
  </sect1>

  <sect1  id="chang-lang">
    <title>Changing the Language or Region</title>

    <para>The language of the &app; user interface is not modifiable directly from the program&rsquo;s
      preferences.
    </para>

    <para>The way you can change the language depends on the operating system you are running &app; on.
    </para>

    <variablelist>
      <varlistentry>
        <term>&lin;</term>

        <listitem>
          <para>In general you should set the <envar>LANGUAGE</envar> and <envar>LANG</envar> environment variables
            before starting &app;. To do this you need to open a terminal and run the following
            command:
          </para>

          <para><command>LANGUAGE=<replaceable>ll_LL</replaceable> LANG=<replaceable>ll_LL</replaceable>
            gnucash</command>
          </para>

          <para><replaceable>ll_LL</replaceable> is the locale you want to run &app; with
            (<emphasis>de_DE</emphasis> for Deutsch, <emphasis>it_IT</emphasis> for Italian etc.)
          </para>

          <note>
            <para>On some systems (e.g. Ubuntu) the encoding could be part of the locales name, like
              <replaceable>ll_LL.UTF-8</replaceable>. You can use these names as well.
            </para>
          </note>
        </listitem>
      </varlistentry>

      <varlistentry>
        <term>&mac;</term>

        <listitem>
          <para>If you want to use a different translation from the one that is automatically selected, you can run
            the following in <application>Terminal.app</application>:
          </para>

          <para><command>defaults write $(mdls -name kMDItemCFBundleIdentifier -raw /Applications/GnuCash.app)
            AppleLanguages "(<replaceable>de</replaceable>,
            <replaceable>en</replaceable>)"</command>
          </para>

          <para>Use whatever language codes you want, replacing Deutsch and English. It won&rsquo;t work if there
            isn&rsquo;t a translation file for the language you want.
          </para>

          <para>If you want to unset it (that is, return to using the system settings), run this:
          </para>

          <para><command>defaults delete $(mdls -name kMDItemCFBundleIdentifier -raw
            /Applications/GnuCash.app)</command>
          </para>
        </listitem>
      </varlistentry>

      <varlistentry>
        <term><trademark>Windows</trademark></term>

        <listitem>
          <para>If you are running &app; 2.4.0 (or newer) on Windows, you can set the interface language by editing
            the file <filename>environment</filename> with a text editor (e.g.
            <application>Notepad</application>). By default this file is installed in
            <filename role="directory">c:\Program Files\gnucash\etc\gnucash</filename>. Change this
            file such that the last few lines are:
          </para>

          <para><programlisting linenumbering="unnumbered"># If you wish GnuCash to use a different language, uncomment the two parameters
# below and set LANG to your preferred locale
LANG=ll_LL
LANGUAGE={LANG}</programlisting>
          </para>

          <para><replaceable>ll_LL</replaceable> is the locale you want to run &app; with
            (<emphasis>de_DE</emphasis> for Deutsch, <emphasis>it_IT</emphasis> for Italian etc.)
          </para>
        </listitem>
      </varlistentry>
    </variablelist>

    <tip>
      <para>More and updated information about this topic can be found on the
        <ulink url="&url-wiki-locale;">Locale Settings page</ulink> of the &app; wiki.
      </para>
    </tip>
  </sect1>
</chapter>
