Difference between revisions of "User:Bengtt"

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This page is just a temporary page to keep track of the progress of the concept guide, as well as what needs to be done with it.
 
This page is just a temporary page to keep track of the progress of the concept guide, as well as what needs to be done with it.
  
Status = Ongoing, Finished
+
== Sections marked TODO ==
General
+
* Chapter 8
=======
+
** Recording Stock Splits and Mergers (How-To)
1. Overview                      Status:
+
** Recording Employee Stock Plans (Discussion)
2. The Basics                    Status:
+
** Stock Options (How-To)
3. Accounts                      Status:
+
** Reconciling with the Brokerage Statement (How-To)
4. Transactions                  Status:
 
  
Personal
+
== Chapters that are ok ==
========
 
5. Checkbook                    Status:
 
6. Credit Cards                  Status:
 
7. Loans                        Status:
 
8. Investments                  Status: Ongoing
 
9. Capital Gains                Status:
 
10. Multiple Currencies          Status:
 
  
Business
+
== Ongoing work ==
========
+
* 8. Investments
11. Depreciation                Status:
 
12. Accounts Receivable          Status:
 
13. Accounts Payable            Status:
 
14. Payroll                      Status:
 
A. Migration Guide
 
  
We have missing information (TODO) in the following areas:
+
== Remaning work ==
 +
=== General ===
 +
* 1. Overview                     
 +
* 2. The Basics                   
 +
* 3. Accounts                     
 +
* 4. Transactions                 
 +
 
 +
=== Personal ===
 +
* 5. Checkbook                   
 +
* 6. Credit Cards                 
 +
* 7. Loans                       
 +
* 9. Capital Gains               
 +
* 10. Multiple Currencies         
 +
 
 +
=== Business ===
 +
* 11. Depreciation               
 +
* 12. Accounts Receivable         
 +
* 13. Accounts Payable           
 +
* 14. Payroll                     
 +
* A. Migration Guide
 +
 
 +
== Thoughts and comments ==
 +
* Make examples with separate accounts for each stocks/brokearage income/expense, so we can track each stocks costs
 +
* One datafile perchapter, and the chapter has to explain how to create the datafile with all its entries.
 +
* If you have multiple bank accounts with one bank the following should be an example?
 +
** Asset:Bank:CitiBank:Saving
 +
** Asset:Bank:CitiBank:ATM
 +
* Multiple currencies
 +
** Equity:Opening Balance:USD
 +
** Equity:Opening Balance:AUD
 +
** Income:Saving:CitiBank:Interest (where CitiBank is all in USD)
 +
** Expenses:Bank:CitiBank:Interest (where CitiBank is all in USD)
 +
** Income:Saving:Boom:Interest:HKD (boom has one USD and one HKD account)
 +
** Income:Saving:Boom:Interest:USD (boom has one USD and one HKD account)
 +
* When you create a commodity, you should also directly create the Dividend account

Revision as of 01:39, 4 April 2006

This page is just a temporary page to keep track of the progress of the concept guide, as well as what needs to be done with it.

Sections marked TODO

  • Chapter 8
    • Recording Stock Splits and Mergers (How-To)
    • Recording Employee Stock Plans (Discussion)
    • Stock Options (How-To)
    • Reconciling with the Brokerage Statement (How-To)

Chapters that are ok

Ongoing work

  • 8. Investments

Remaning work

General

  • 1. Overview
  • 2. The Basics
  • 3. Accounts
  • 4. Transactions

Personal

  • 5. Checkbook
  • 6. Credit Cards
  • 7. Loans
  • 9. Capital Gains
  • 10. Multiple Currencies

Business

  • 11. Depreciation
  • 12. Accounts Receivable
  • 13. Accounts Payable
  • 14. Payroll
  • A. Migration Guide

Thoughts and comments

  • Make examples with separate accounts for each stocks/brokearage income/expense, so we can track each stocks costs
  • One datafile perchapter, and the chapter has to explain how to create the datafile with all its entries.
  • If you have multiple bank accounts with one bank the following should be an example?
    • Asset:Bank:CitiBank:Saving
    • Asset:Bank:CitiBank:ATM
  • Multiple currencies
    • Equity:Opening Balance:USD
    • Equity:Opening Balance:AUD
    • Income:Saving:CitiBank:Interest (where CitiBank is all in USD)
    • Expenses:Bank:CitiBank:Interest (where CitiBank is all in USD)
    • Income:Saving:Boom:Interest:HKD (boom has one USD and one HKD account)
    • Income:Saving:Boom:Interest:USD (boom has one USD and one HKD account)
  • When you create a commodity, you should also directly create the Dividend account