This tab is presented in the same way as Transactions, with the list of accounts on the left, and the properties of the selected account on the right.
To create a new account in your file, you can:
A dialogue box will open and you will have to select the account type. Grisbi can manage the following account types:
We will return to details on account notions in chapter tips-accounts and on transaction type notions in the paragraph setup-modes.
If you look in the left side of the window you will see an account named No name, and on the right side of the window the account properties No name.
You have to enter a little information for the account you just created:
Then click on Apply button and the account will be created. It will now on appear under this name in the accounts list.
You can alter all of this information at any time, except the currency if you selected the Euro (or if you switched an existing account into Euros as indicated below).
You only have to select the account you want to modify in the list on the left-hand side, and to perform your updates on the right-hand side. Don't forget to validate.
Just as for creating an account, for deleting you can:
A confirmation dialogue box will pop up. Default is to delete the account currently selected, but you can select any other account. Attention: there will be no further warning and the information deleted cannot be recovered.
This section will become more and more obsolete as time goes by, but we will keep it for now to allow the potential import of old account files.
If your account has been opened in a currency other than Euros, which is being converted into Euros (see paragraph setup-currencies), you can, at any time, switch the currency of this account to Euros. Just click the button Switch this account to Euros.
Grisbi then displays a dialogue box to warn you that this operation is irreversible.
The entire account is now displayed in Euros, with the exchange value in original currency between parentheses. On the other hand the balances will be displayed only in Euros.
If you create a new account directly in Euro,s there will be no display in parentheses of course.
If you want to keep the balances displayed in the old currency a few manipulations will be required:
You now have an account in euros, as well as in the old currency.