465 results found

1. Transaction Classifications

   Corresponding Bugzilla item: https://bugzilla.gnome.org/show_bug.cgi?id=113772

   While the account hierarchy allows each transaction to be assigned to a different sub-accounts, it would be useful to have classifications which apply to transactions accross sub-accounts. e.g. assume the following accounts exists

   Expenses::Electricity
   Expenses::Water
   Expenses::Rates

   Classifications could be achieved by adding new level to each account

   Expenses::Electricity::Property1
   Expenses::Electricity::Property2
   Expenses::Water::Property1
   Expenses::Water::Property2
   Expenses::Rates::Property1
   Expenses::Rates::Property2

   This can produce complex accounts structures especially if multiple currencies are involved.

   576 votes

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2. Add Undo Functionality

   Corresponding Bugzilla item: https://bugzilla.gnome.org/show_bug.cgi?id=509267

   Where's ctrl-z when you need it? There's several aspects to this. Naive undo would include being able to remove some typing or a paste operation you did to a field that you didn't intend. Sophisticated undo would let you reverse a transaction that you messed up without having to hunt for what account it's in now. Even more sophisticated might be multiple levels of both Undo and Redo, and a hint in the menu next to each about what would happen if you chose that option.

   This is another simple time-saver that's probably been mentioned elsewhere but may be worth listing here for tracking purposes.

   Corresponding Bugzilla item: https://bugzilla.gnome.org/show_bug.cgi?id=509267

   Where's ctrl-z when you need it? There's several aspects to this. Naive undo would include being able to remove some typing or a paste operation you did to a field that you didn't intend. Sophisticated undo would let you reverse a transaction that you messed up without having to hunt for what account it's in now. Even more sophisticated might be multiple levels of both Undo and Redo, and a hint in the menu next to each about what would happen if you chose that option.

   This is another simple time-saver that's probably been mentioned elsewhere… more

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3. Make it easier for users to work with alternative/non-ISO/private currencies.

   Corresponding Bugzilla item: https://bugzilla.gnome.org/show_bug.cgi?id=657215

   As I recall reading on the GnuCash mailing list(s), developers will not include support for currencies that do not meet ISO requirements. Therefore, to use the likes of Ithaca hours or bitcoins, users have to rather inappropriately treat them as stocks, virtually exchanging them for an official currency before conducting real transactions. Either that or users must rely on the XXX placeholder currency, which has its own limitations.

   I propose that GnuCash include some functionality for users to define custom currencies that behave just like regular official ones. This functionality would allow for users to point GnuCash to where it can find exchange rates with other currencies or to manually specify them. It would also allow for users to peg the value of their custom currencies to officially recognized ones.

   I hope the developers will consider my suggestion.

   Corresponding Bugzilla item: https://bugzilla.gnome.org/show_bug.cgi?id=657215

   As I recall reading on the GnuCash mailing list(s), developers will not include support for currencies that do not meet ISO requirements. Therefore, to use the likes of Ithaca hours or bitcoins, users have to rather inappropriately treat them as stocks, virtually exchanging them for an official currency before conducting real transactions. Either that or users must rely on the XXX placeholder currency, which has its own limitations.

   I propose that GnuCash include some functionality for users to define custom currencies that behave just like regular official ones. This functionality would allow for users to point… more

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4. Enable multi-user editing

   Allow multiple users, in a business to access the database at the same time so that multiple transactions can be entered or updated simultaneously, and do so with remote access capabilites like Terminal Server (Windows) or X-Term sessions (Linux/Unix) .
   This is a feature in many commercial programs and this is exactly why many business users of such programs are not using GnuCash.
   If GnuCash wants to secure donations from the business community beyond the home or individual operating as a business, this feature will make GnuCash extremely attractive to a market that routinely pays $3,000 to $5,000 for products lke Quickbooks Pro with $850-$1,000 per year support contracts.

   Allow multiple users, in a business to access the database at the same time so that multiple transactions can be entered or updated simultaneously, and do so with remote access capabilites like Terminal Server (Windows) or X-Term sessions (Linux/Unix) .
   This is a feature in many commercial programs and this is exactly why many business users of such programs are not using GnuCash.
   If GnuCash wants to secure donations from the business community beyond the home or individual operating as a business, this feature will make GnuCash extremely attractive to a market that routinely pays $3,000 to $5,000 for products… more

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   planned  ·  AdminGeert Janssens (Core Dev, GnuCash) responded

   Concurrent multi-user support has been part of our long-term goals for a while now:
   http://wiki.gnucash.org/wiki/Roadmap#Database_and_QOF

   Time to update the status of this feature request…
   Note it still says “long-term”, which currently means several years ahead of us.

5. Better Budgeting

   Corresponding bugzilla item: https://bugzilla.gnome.org/show_bug.cgi?id=700802

   Budgeting system similar to YNAB, "You Need A Budget". It needs to carry forward over/under spent on budget category from month to month. I cannot use GNUCASH's budget system.

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6. cashflow forecast with graph

   Gnucash needs a robust cashflow forecast with graph, where one can select which accounts and show future cashflow for 30, 90, 180 and 360 days based on scheduled transactions (both credits and debits) that have not yet been entered. e.g. my pay comes every 2 weeks, I get some extra income in June and August that I can estimate, and I have some bills that are every month, others twice a year... I need to know when things will "pile up" requiring a transfer from higher yielding savings accounts into checking. Microsoft Money had a great forecast with a graph so one could identify to the day when balances would run low and plan ahead for transferring money from other accounts. The wiki wishlist for GnuCash has a very detailed explanation of how cash flow forecasting could work, also suggesting the ability to create estimated cashflow from past transactions (which Money could do), but for my part a starting place would be known scheduled transactions that haven't yet been entered. Being able to modify single occurrences of scheduled transactions would also be great without having to edit the entire series (e.g. most months my utility bills are X but I know the electricity bill is higher in the 3 months of summer so).

   Gnucash needs a robust cashflow forecast with graph, where one can select which accounts and show future cashflow for 30, 90, 180 and 360 days based on scheduled transactions (both credits and debits) that have not yet been entered. e.g. my pay comes every 2 weeks, I get some extra income in June and August that I can estimate, and I have some bills that are every month, others twice a year... I need to know when things will "pile up" requiring a transfer from higher yielding savings accounts into checking. Microsoft Money had a great forecast with a graph… more

   269 votes

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7. Prevent accidental changes by locking a fiscal period

   One problem with Gnucash is that a user may accidentally change a transaction in a previous month or year. For example, it is possible to delete a transaction that should not be deleted. Also, if a user enters the wrong date in a new transaction (e.g. when typing the date, the year is wrongly entered) the transaction will enter the register in a previous period, but the user may not know where it went. Thus the accounts could be in error due to an accidentally deleted transaction or incorrectly entered transaction.

   In my experience training people to use Gnucash in the non-profit sector this has frequently happened.

   SUGGESTED SOLUTION:
   Add a feature where the entries in a month may be locked and password protected. Thus, after the data-entry clerk enters all the transactions for a month into Gnucash, the finance manager locks all the transactions with a password unknown to the data-entry clerk.

   The lock would not prevent reports from being generated or data from being viewed, it would only prevent data from being changed in the locked period.

   If subsequently, transactions in a previous month need to changed, the finance manager's password will be needed to unlock that month.

   Such a lock could prevent both accidental changes to the accounts in a previous period and intentional attempts to manipulate the accounts to the data entry clerk's personal advantage.

   One problem with Gnucash is that a user may accidentally change a transaction in a previous month or year. For example, it is possible to delete a transaction that should not be deleted. Also, if a user enters the wrong date in a new transaction (e.g. when typing the date, the year is wrongly entered) the transaction will enter the register in a previous period, but the user may not know where it went. Thus the accounts could be in error due to an accidentally deleted transaction or incorrectly entered transaction.

   In my experience training people to use Gnucash in… more

   232 votes

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8. More charting: Budget vs. Actual chart

   Corresponding bugzilla item: https://bugzilla.gnome.org/show_bug.cgi?id=700801

   Similar to http://www.mint.com concerning features and graphical appeal.

   194 votes

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   under review  ·  7 comments  ·  Delete…  ·  Admin →
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9. Allow the database to be secured by way of a password

   Corresponding bugzilla item: https://bugzilla.gnome.org/show_bug.cgi?id=700803

   The aim is not absolute security but would prevent casual access to the information held. (Windows ACLs go some way towards this but any administrator could view the information.)
   If this would be better done by securing the files outside the application, could someone tell me how?

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10. Configuration Option for Backup Location

    It would be nice to have the option to place Gnucash-generated backup files in
    a designated folder. This configuration setting might best appear on the same
    Preferences tab as the Delete Backup Files preference. The preference pane
    could display:
    - the active backup folder (defaulting to the data file location),
    - a folder selection widget, and
    - a Select button to implement the change

    159 votes

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    under review  ·  AdminFrank H. Ellenberger (Admin, GnuCash) responded

    https://bugs.gnucash.org/show_bug.cgi?id=619119

11. CSV and Other Import

    Currently the CSV (and other like QIF) import dialog is very strict and gives NO facility for MAPPING of accounts to CSV columns etc.
    No info on whether to put last column in csv as expenses:OfficeExpenses or only OfficeExpenses? and then whether gnucash is configured to show
    only last of account names or fully qualified names. I tried BOTH combinations, still gnucash Fails EVERYTIME to map accounts.
    behaviour I saw was - it maps ALL the entries to one account ( like all csv rows to Office_Expenses !!!)

    Then - in last import dialog, we get mapped (or imbalance) accounts which are always distorted
    and then I have to keep double clicking EACH row !!! to map it to particular a/c.
    I can't even tell gnucash to repeat same for other rows !!!

    So first item would be to have

    A. Proper and EASY dialogs in Import Wizards

    B. It should also allow - while mapping - as debit or credit columns corresponding to accounts

    C. Import should be able to read FIRST line of csv file as Column-Headers and use it in mapping

    Currently the CSV (and other like QIF) import dialog is very strict and gives NO facility for MAPPING of accounts to CSV columns etc.
    No info on whether to put last column in csv as expenses:OfficeExpenses or only OfficeExpenses? and then whether gnucash is configured to show
    only last of account names or fully qualified names. I tried BOTH combinations, still gnucash Fails EVERYTIME to map accounts.
    behaviour I saw was - it maps ALL the entries to one account ( like all csv rows to Office_Expenses !!!)

    Then - in last import dialog, we get mapped (or… more

    145 votes

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    started  ·  AdminGeert Janssens (Core Dev, GnuCash) responded

    Thank you all for the feedback.

    The csv importer is currently being improved on the development branch. Several of the missing parts mentioned here are already being addressed, such as:

    - ability to select transfer account
    - ability to import files exported from gnucash
    - remember account mappings for a future import

12. Check for Updates Automatically

    As most of the applications that are available today (including their updates/releases) are distributed online. So most of them have the ability to check for latest stable updates/releases.

    Visiting the GnuCash website everytime or requiring to subscribe to the newsletter is not really always viable.

    Thus it would be great if GnuCash gets the ability to be able to check for its Updates Automatically at Start Up or periodically (that can be customized by the user).

    142 votes

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13. bitcoin

    Corresponding Bugzilla item: https://bugzilla.gnome.org/show_bug.cgi?id=690479

    I suggest you support bitcoin (and namecoin) as a proper currency. I don't care if it has an ISO code or not, nor whether you can get quotes automatically.

    135 votes

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14. Implement quotations which can be converted to invoices

    A quotation to a customer is only a step away from an invoice, except that it is printed but not posted.

    Fortunately my ignorance of programming and databases allows me to suggest that this is simple as there the invoicing code can be recycled.

    When the customer okays the quotation (perhaps with alterations), the quotation can be called up and converted to an invoice and posted.

    See also credit notes http://goo.gl/FR76A.

    114 votes

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15. Manually change ordering of Transactions

    Corresponding bugzilla item: https://bugzilla.gnome.org/show_bug.cgi?id=700804

    It would be really helpful if GnuCash had the facility to move transactions before or after a particular transaction of the same day, i.e. to change the ordering manually by some buttons or similar. If time could be mentioned in seconds then we could do that to rearrange the transactions.
    But easier would be to have Up and Down arrows to rearrange transactions by just selecting on the arrow and clicking on up or down.
    If the moved transaction reaches the beginning or end of the set of the same day's transactions, the transaction date of that transaction could be incremented or decremented OR could stop right there OR could cycle from the bottom top or top bottom depending on which arrow button you were clicking on to move the transaction.

    I hope I was able to explain my point.

    Thanks for your consideration

    Corresponding bugzilla item: https://bugzilla.gnome.org/show_bug.cgi?id=700804

    It would be really helpful if GnuCash had the facility to move transactions before or after a particular transaction of the same day, i.e. to change the ordering manually by some buttons or similar. If time could be mentioned in seconds then we could do that to rearrange the transactions.
    But easier would be to have Up and Down arrows to rearrange transactions by just selecting on the arrow and clicking on up or down.
    If the moved transaction reaches the beginning or end of the set of the same day's transactions, the transaction date of… more

    103 votes

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    under review  ·  AdminGeert Janssens (Core Dev, GnuCash) responded

    Unfortunately the code implementing this feature eventually never made it into the official releases. So I’m reopening this feature request.

16. Categorize multiple transactions at once

    It would be nice if I could select multiple transactions at one time to assign them to a single category.

    Example 1: I frequently import lots of data (via QIF) at once and don't have time to categorize everything during the import process, so I want to be able to go through later and quickly categorize. It would be much faster if I could, for example, select all of my restaurant transactions at once and then categorize them all with a few clicks.

    Example 2: For my business trips I create a single account for each trip. There is no way Bayesian matching will ever be able to successfully guess where these transactions should go because it's a new account each time.

    It would be nice if I could select multiple transactions at one time to assign them to a single category.

    Example 1: I frequently import lots of data (via QIF) at once and don't have time to categorize everything during the import process, so I want to be able to go through later and quickly categorize. It would be much faster if I could, for example, select all of my restaurant transactions at once and then categorize them all with a few clicks.

    Example 2: For my business trips I create a single account for each trip. There is no… more

    101 votes

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17. User-defined fields/attributes

    Please enable users to define their own fields/attributes for transactions, transaction splits, accounts, customers, employees, invoices, jobs, orders, prices...

    With a custom fields I could solve (or at least workaround) the following issues described in separate threads:
    - transaction classification
    - add the ability to attached scanned images to invoices
    - point of sale
    - link any transaction to "the other party"

    And more:
    - I could fill-in bank account number of the other party at bank account transactions - and can later search according the bank account
    - make notes to the transactions (it's a good idea to make more extensive notes to complex transactions so as you could remember later what was going on)
    - and more

    Please enable users to define their own fields/attributes for transactions, transaction splits, accounts, customers, employees, invoices, jobs, orders, prices...

    With a custom fields I could solve (or at least workaround) the following issues described in separate threads:
    - transaction classification
    - add the ability to attached scanned images to invoices
    - point of sale
    - link any transaction to "the other party"

    And more:
    - I could fill-in bank account number of the other party at bank account transactions - and can later search according the bank account
    - make notes to the transactions (it's a good idea to make… more

    99 votes

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18. Add a report feature like Crystal Reports that allows fully custom reports to be user generated.

    This would greatly increase the universe of prospective users by including all the many Non-Profit groups that do multiple projects supported by multiple donors

    89 votes

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19. Provide more calendars

    I'm using gnu cash since two months ago and find it very good and user friendly. My only big problem is I am Persian and you don't have our calendar in the program. The same problem could happened to the people the other nations and countries.

    89 votes

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20. Autofill Feature should show a Drop Down List

    When i am typing the description currently what happens is that the first matching record is auto-filled. But It would be more helpful if there was a drop down list (with vertical Scroll) with a list of similar records based on words present in them as typed.

    For Example: I have the following descriptions previously entered

    Amul Milk - Toned
    Amul Milk - Double Toned
    Amul Milk - Skimmed
    Mother Dairy Milk - Full Cream
    Sapan Milk - Skimmed

    What happens now is that when i type "Amul" the transaction gets filled with the first match even if have to enter the third one or else i will have to type the whole line

    What would be really awesome is if I typed "Milk" and a small drop down list would pop up and i could select Mother dairy from it especially if some else is doing the data entry and does not know how the previous descriptions have been entered.

    When i am typing the description currently what happens is that the first matching record is auto-filled. But It would be more helpful if there was a drop down list (with vertical Scroll) with a list of similar records based on words present in them as typed.

    For Example: I have the following descriptions previously entered

    Amul Milk - Toned
    Amul Milk - Double Toned
    Amul Milk - Skimmed
    Mother Dairy Milk - Full Cream
    Sapan Milk - Skimmed

    What happens now is that when i type "Amul" the transaction gets filled with the first match even if have to… more

    79 votes

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