468 results found

1. Import Quicken Data Files

   Although the documentation claims GnuCash can import QFX and / or QIF files, it cannot. I exported one Quicken account file (a brokerage firm account file containing stocks, cash "category" / "account" mutual funds and annuities. For the QFX import, a blank "Generic Import transaction matcher" window appears. Clicking the "OK" button does nothing. Clicking the close window gadget closes the window but nothing appears in the main window. No new account.

   For QIF, paging through numerous panes makes it look like the import is happening until the final "QIF Import" pane after the "Book" options panel selections are made. Multiple alerts, "A bug was detected converting the QIF data" appear. After the last one ("A bug was detected while detecting duplicates.") is closed SOME of the holdings in the account appear, others do not.

   Also, it appears that prices for securities need to be manually input as they were not imported (imported "accounts" show values of $0) and I find no way to get an online price update. So there appears no way to track profit-loss / capital gains for tax purposes without manually setting up "Lots" and entering 30 yrs of price, stock split, and dividend re-investment info making the whole point of the program kinda useless.

   Finally, it appears to have no way to deal with annuity contracts held in "Trading" accounts whether imported or not.

   Without adding / fixing all the above, GnuCash is basically a waste of time and certainly not a Quicken replacement (as aged and flawed as it has become due to lack of competition).

   Although the documentation claims GnuCash can import QFX and / or QIF files, it cannot. I exported one Quicken account file (a brokerage firm account file containing stocks, cash "category" / "account" mutual funds and annuities. For the QFX import, a blank "Generic Import transaction matcher" window appears. Clicking the "OK" button does nothing. Clicking the close window gadget closes the window but nothing appears in the main window. No new account.

   For QIF, paging through numerous panes makes it look like the import is happening until the final "QIF Import" pane after the "Book" options panel selections are made.… more

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2. A series of related ideas that will improve register readability and create a tagging mechanism

   1. Add a notes column (narrow by default) to the "main" register display line. Monitors are wider and adding a narrow column should not hamper those who prefer double-line mode to see notes. But allowing for a notes field effectively doubles the number of transaction per screen for those for whom seeing notes is important. I have modified my source code to accomplish this, the chnage is trivial to implement.

   2. Allow users to associate a foreground color with an account, that color whould be used for the acount name when displayed in a register. By allocating different colors to different types of accounts, it makes the displaying of only leaf names much more viable as an option when viewing a register, again making more efficient use of screen display space. (Not to mention color being a better way to convey the type of an account in a listing (category, checking, brokerage, tag, etc). Background color serves a different purpose and would not work will in the register listing.

   3 Get rid of the blank line at the end of a split transaction listing. Add a menu option for "Add split" that would add a blank line when needed. All those blank lines make the register listing less readable (useless "noise") and decreases the efficient use of screen space.

   1. Add an "auto-expand" view mode as a variant to "auto-split". Auto-expand would be like Basic-Ledger except for split transactions, which would be output in split mode (all the split transactions, not the "current" transaction as in auto-split). Auto-expand seems much more useful to me than auto-split).

   2. Differentiate between a blank dollar amount for a transaction and a 0 dollar amount. Blank means unknown amount, 0 means 0 amount. Auto download of transactions is very limited in which institutions it works with. A viable alternative is using scheduled transactions for transactions that occur at regular times (interest payments, credit card payments, etc). It would be useful to be able to have transactions in the register that show blank dollar amounts (meaning an amount has not yet been determined) and ones that show a $0 amount (the amount is known but is 0, say a credit card payment that is zero for that month).

   3. Add the capabilty to order/reorder splits.

   4. Have a new way of outputting a split transaction where all but 2 of the splits have blank dollar amounts. The top line of the output would be the transaction as it would be listed if the blank-amount splits were not present. Under that line would be the blank-amount splits, output as in split mode. This creates a versatile mechanism that among other things can be used to implement tags without radically changing the basic infrastructure in Gnucash. Consider a bunch of tag "accounts": TAG:tag1, TAG:tag2, etc. To tag a transaction, add a split with TAG:tag1 as the account and leave the amount blank. When the transaction is displayed, it will show up the same as if it was not tagged except there will additional line(s) for each tag associated with the transaction.

   5. In addition to associating a file or URL with a transaction, add the capability to link two transactions. Each transaction would be associated with the other. (I would make this separate from the file/url association so there could be both but if simplicity demands it, would settle for it to essentially be a third option in the association mechanism.) This would also require a mechanism for deleting the link. This creates an alternative mechanism for creating a tagging effect, but tagging that associates a dollar amount that is different than (or the same as) the transaction dollar amount. (If it does not make sense to have a balancing entry for the amount tagged, that balance amount can always be dumped in to a Trash account for that purpose.) In my case, I like to think of my assets as being "foreground" (for day-to-life) and "background" (reserves for emergency and retirement funds). When I move funds between fore and back, in addition to the actual transaction I like to create a matching transaction such as one between accounts FORE-OUT and BACK-IN. I can do that now by making the transaction a split transaction, but that results less readable split-transactions in the listing. What I really want is two transactions that are linked together.

   ---

   Items 1-6 relate to register readability and making more efficent use of display space. Items 7-8 build upon existing infratructure to create a general purpose mechanism that among other things would support tagging. Some of the 1-6 are important in making 7-8 more valuable.

   Because most of these use existing infrastructure and are in some case just a change in output format, I suspect the package of ideas could be implemented with minimal effort. I have already implemented item 1, it was trivial, see the post
   "Notes column in SingleLine display" on the gnucash/nabble board, http://gnucash.1415818.n4.nabble.com/template/NamlServlet.jtp?macro=user_nodes&user=377531

   1. Add a notes column (narrow by default) to the "main" register display line. Monitors are wider and adding a narrow column should not hamper those who prefer double-line mode to see notes. But allowing for a notes field effectively doubles the number of transaction per screen for those for whom seeing notes is important. I have modified my source code to accomplish this, the chnage is trivial to implement.

   2. Allow users to associate a foreground color with an account, that color whould be used for the acount name when displayed in a register. By allocating different colors to different types… more

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3. Support XBRL standards (SBR)

   Support the new XBRL digital format standard.

   https://en.wikipedia.org/wiki/XBRL

   XBRL is widely used, and even mandatory now a days by the authorities and government. In The Netherlands for example they force you to use SBR (Standard Business Reporting). SBR is also based up-on the XBRL.

   https://en.wikipedia.org/wiki/Standard_Business_Reporting

   Standarizion gets more and more important. If GnuCash does not agree with focusing on digital standards, I do not see a good future.

   Kind regards,
   Melroy

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4. Add Price Editor batch import for currencies

   In my country Nicaragua, the central bank publish the exchange rate between USD and NIO, so we can get the value of 1 USD in NIOs with anticipation,

   I was trying to use the Online Price Retrival, but it use yahoo fincances, the yahoo finances does not have choice of change to NIO currency.

   I was thinking that it could be useful to import several exchange rate of multiple currencies at same time, using a csv file.

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5. Process payments button

   Can you add a 2 new button for customer/vendor procesing payment. Hurts my hand every time i had to proces payments and have to multiple times go thry menu. it woud be so much sipler to add that buttons for procesing palyments or add an option for procesing window to open again after confirming payments...

   How hard is that?

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6. Provide an archive function

   From what I can tell, the only way to effectively do an archive is to open a new account -- pick the day you want to start "as of", then place the opening balance that the account had as of that date. Then copy over the transactions into the new account. The "old" account would have all transaction before the "as of" date, and the "new" account would have all the transaction after the as of date. It's a lot of work. An archive function would be so much nicer. That way, I could get rid of transactions that are over 10 years and place them in a "archive transactions" account.

   From what I can tell, the only way to effectively do an archive is to open a new account -- pick the day you want to start "as of", then place the opening balance that the account had as of that date. Then copy over the transactions into the new account. The "old" account would have all transaction before the "as of" date, and the "new" account would have all the transaction after the as of date. It's a lot of work. An archive function would be so much nicer. That way, I could get rid of transactions that are… more

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7. Asset Allocation

   I am surprised to see this wasn't requested before and would like to be brief initially.
   One feature I really need as a part of the financial software package is Asset Allocation. There is a lot written on the concept and basically means we assign each investment (stock/etf or other) to an asset class. Then we assign a percentage this asset class should be allocated out of our overall portfolio.
   Updating prices allows us to see how asset class allocations move and how much are they offset from out desired allocation.

   I have the idea implemented in Money Manager Ex for Android.
   Technically, this could be implemented as another field on the asset/investment account and a report which displays the dis/allocation (the pre-set allocation and the current allocation, with the differences between the two).

   I am happy to contribute implementation in the mobile version and am hoping someone would be interested in implementing this in the desktop version of GnuCash.
   Cheers

   I am surprised to see this wasn't requested before and would like to be brief initially.
   One feature I really need as a part of the financial software package is Asset Allocation. There is a lot written on the concept and basically means we assign each investment (stock/etf or other) to an asset class. Then we assign a percentage this asset class should be allocated out of our overall portfolio.
   Updating prices allows us to see how asset class allocations move and how much are they offset from out desired allocation.

   I have the idea implemented in Money Manager Ex… more

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8. High DPI Support

   It would be great if GnuCash would support high DPI screens. For example, my 13.3" laptop has a screen resolution of 3200x1800 and several elements of GnuCash's UI are close to invisible. This is a significant issue for many users, especially as screen DPIs continue to climb.

   Gnome applications (I run Gnome shell on wayland) appear to scale very well. This gives me hope that high DPI issues in GnuCash can be addressed easily.

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9. Add setting for reports location.

   Would love to be able to save reports to a specific folder, preferably one associated with the account file the report applied to. So when working on an account only the 'saved reports' applicable to that account would be available thereby reducing clutter when selecting a report to run. It would also simplify sharing the account and reports with other users.

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10. Account page columns for multiple previous periods

    On the accounts page, I'd like an available column for not just Total (period), but Total (previous period). Ideally, I'd set up an Accounts tab with columns for Total (current period), Total (n-1), Total (n-2), using the Accounts page as a more dynamic version of a cash flow report.

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11. Change the "red line" to a hard date instead of "x days back in time."

    This allows one to close a period, disabling changes to a register after a certain date. Right now, the red line floats a certain number of days in the past, which is helpful, but doesn't allow one to "hard-close" a reporting period.

    Nice, but not as critical, would be the ability to set a different red line for individual accounts (each of which is no earlier than the books-wide, master red line).

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12. Run back-end in a server mode to make Web interface or third party integration easier

    Separate then front-end (UI) and back-end (core) to make the UI be possible replaced by Web interface or other third-party integration.

    I have been using GnuCash in my small business for many years and I love it. However, it's a bit hard to do customization like Australia ATO BAS report etc.

    If the backend can be seperated from the front-end then it will be much easier to extend it's functionality. For example, I can make a small tool to interact with the back-end directly while keep the current UI unchanged.

    34 votes

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    started  ·  AdminJohn Ralls (Developer, GnuCash) responded

    We’re working on it, but our predecessors made some bad design decisions and so there’s core code in UI files where it doesn’t belong. It’s going to take a while to get that untangled.

    In the meantime you can write custom reports in Scheme and use the Scheme, Python, or C bindings to work with the engine objects. We use “backend” to refer to data storage, either SQL or XML. If you select a SQL backend (File>Save As, select SQL at the top of the dialog box) you can then use SQL queries to extract data and create reports.

13. A heresy: optionally merge credit/debit columns into one, use negative/positive numbers instead

    It seems to be a tradition in accounting to use negative numbers as rarely as possible. But the columns credit/debit (or in other incarnations deposit/withdrawal, spend/receive, ...) are in my view just confusing. In the end you either add or subtract to an account, so there is no point in having one column for subtraction and other column for addition.

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14. Spanish translation

    I would like a spanish version. I'm able to help with it if you like. Thank you.

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15. Budget Flow

    The left column of budget flow is intended to be the budget it self. The problem is the total value at the end. Instead of subtracting the expenses from incoming, it is adding both values. For instance: If I have an amount of 2000 of expenses and an amount of 2500 of incomes the total amount will be 4500 instead of 500,00. This might be happening because of a changing of some way that Gnucash handled the incomes and expenses.
    I hope you improve the budget as a whole asp. Because this is a great software that has a great potential to be one of the best financial software.

    The left column of budget flow is intended to be the budget it self. The problem is the total value at the end. Instead of subtracting the expenses from incoming, it is adding both values. For instance: If I have an amount of 2000 of expenses and an amount of 2500 of incomes the total amount will be 4500 instead of 500,00. This might be happening because of a changing of some way that Gnucash handled the incomes and expenses.
    I hope you improve the budget as a whole asp. Because this is a great software that has a great… more

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16. OFX file import.

    When selectinga file for OFX import, restrict the files listed to *.OFX (or *.QFX) rather than showing all the files in the selected directory - as in currently done with QIF imports where only *.QIF files are shown.

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17. sync data across multiple devices

    We should be able to sync data across multiple devices. This would enable users to add entries as and when they occur and will also improve the convenience

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18. Allow viewing a part of the budget in budget reports

    My budget period is 1 month, and my budget has 12 periods. When viewing a budget report, it's impossible to see how I've done from, say, June and out the year (especially if viewing the difference too), because the budget extend beyond my screen.

    I suggest to make it possible to view specific budget periods in the budget report, such as only the current or previous month.

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19. "fund accounting"

    Do you have any plans to support "fund accounting methodology" as opposed to the current "equity accounting methodology"?

    What is "fund accounting"? The best way to answer that is to point you Wikipedia; https://en.wikipedia.org/wiki/Fund_accounting

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20. allow the user to set the zoom level or font size.

    I'd simply like to be able to increase the font size of the GnuCash display much like a browser does. I can't always find my reading glasses and changing the screen resolution is not the best workaround when I have multiple apps open such as a browser window when I'm checking my records against my bank's online statement or working through paperless statements and receipts.

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