Feature Request
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468 results found
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Merge several transactions into a single split transaction (and the other way around)
Sometimes you initially expect several transactions from/to the same payee. For example, you expect the monthly rent payment from a tenant, (which may be you have entered as a scheduled transaction) but in month M he/she also has to pay for some yearly tax (which, again, may exist as a separate scheduled transaction). But he/she decides to make a single bank transfer for the total. In such cases, it would be very convenient to have the possibility to select the two transactions and merge them into a single one so that the list of transactions in the bank account remains…
20 votes -
Icon or one-click to access the Scheduled Transaction Editor
It would be great to have an icon to open the Scheduled Transactions Editor, or some sort of one-click option to open it. The three-click "Actions, Scheduled Transactions, Scheduled Transaction Editor" always seems cumbersome to me when it's something I open frequently.
4 votes -
When performing a search, show a total of matching transactions
Often, when I'm performing a search, it's to find all transactions of a given category, and frequently the total of the results is a value that's relevant.
Examples:
I might search for EmployerName inside the category of my HSA account within the past year to find the total contributions made so far to my HSA for this year so I know how much more I'll need to contribute.I might search for Jack in the Box inside the category of food to know how much money I've spent at Jack in the Box to determine if it's an area I…
6 votes -
Swap coulmns as needed
Would it be possible to exchange the position of columns as needed? I can do this with Excel and LibreCalc. This would be helpful because I could make each transaction register appears with the columns the same way as my physical register.
8 votes -
Copy File Attachment To Permanent, GNUCash Location
Currently, you can attach a file to a transaction. However, I would expect GNUCash to "take in" that file, rather than simply store a pointer to the file's current location.
It would be better if GNUCash would copy the file into its own Attachments folder which would preferably be a hidden folder.
Here is my use case:
I download an invoice from a website with the intention of attaching it. I open up GNUCash, find the transaction, and attach the PDF from its current folder, 'Downloads'.
Regularly, I cull my 'Downloads' folder as it is not meant to be a…
39 votes -
Attach files or locations to Accounts
Recently the ability was added to attach files or Locations to a Transaction. It would be great if this was also possible for accounts (in case this is easier: Location would be enough). Often an account is related to a certain Folder, e.g. bills from one Company or bank Statements. In particular for bank Statements and credit Cards, you wouldn't want to attach the file to each trx, but rather be able to quickly open the Folder and open the document manually.
Best,
YeOldHinnerk
1 vote -
allow to sort accounts by total in income & expense statement
Presently, in the income & expense statement report, the income accounts are sorted alphabetically. I suggest they could be sorted by decreasing total, so that the most significant amount appears first. (the same for expense accounts)
2 votes -
Allow for multiple companies (subsidiaries), and for consolidated accounting
This is a variation of another user's suggestion, except it does not address variable reporting periods among the various companies. I believe this is therefore a simpler feature case.
The user creates a single chart of accounts, but for each transaction, create an additional column of data: the company.
Then, for reports, have a check box which presents: a) all transactions, b) only transactions for company 'n'. For example, if the user creates 2 companies, three reports are possible, "Company 1", "Company 2", and a consolidated report.
Post a transaction which impacts retained earnings?: the company column value would carry…
46 votes -
Use a GTK theme for OSX
Right now GnuCash is very ugly on OSX. Mostly becuase their is no gtk theme on OSX.
Like wireshark would be nice if GnuCash build was using the new Adwaita default theme: http://balintreczey.hu/blog/beautiful-wireshark-on-os-x-using-homebrew-and-gtk3quartz/
4 votes -
Enable user selection of lots sold
Only the FIFO method of lot selection is presently implemented. Enabling users to specify lots to be sold would allow other methods such as LIFO to be used as well as enabling users to deal with tax issues such as holding period rules for capital gains and minimizing or maximized realized gains or losses for given investment transactions.
6 votes -
Mobile app integrated work with Desktop Application
Similar to YNAB.
25 votes -
Report option to report the MF/Stocks transaction with lot details.
Currently the Advanced Portfolio Reports / Transaction Reports for Mutual Funds / Stocks report only the consolidated gain loss per MF/ Stock. Given the tax structure in various countries, it would be benefecial to have the lot details as well. Eg in India, the taxation changes with the duration of holding the fund as well as the type of fund. Reporting the lot details will enable easy tax calculation in a spreasheet.
2 votes -
Scheduled Transactions
Banks, most anyway, post interest at the end of the month. If you set up a scheduled transaction for the last day of the month and use the program during the day, it tries to create the transaction before you know the interest amount. If you schedule for the 1st of the month, you have change the posting date each time. You should allow the transaction to be created the day after and automatically back dated to the last day of the month. Basically, you allow create in advance, why not create in "arrears".
2 votes -
spanish install dont have bussines accounts
please add bussines account for the spanish version
3 votes -
Create a report to show all unpaid invoices
I know its possible to get this data with the Find Invoice function, but that doesn't show the amount due, nor can I export the search results in any way other than by taking a screenshot. It would really be helpful.
14 votes -
Job report & Expense on job
I would like to see a report that could show the income and expenses for any specific job. Another thing I like to see is an easy way to enter "job expenses". If you just add a job selection dropdown list box, while entering expenses, that would be so nice and easy.
13 votes -
Financial year
In preferences:accounting period, add option "financial year" as standard options
Start of financial year in Australia is:1st Jul or NZ 01/04 and I think UK 5th April4 votes -
Account type (or placeholder) that allows child accounts to be any type
I would like to be able to group different sets of accounts together logically rather than by type.
What I actually want is a top-level "Current" account that holds everything but my long-term investment assets, expenses, and liabilities so that I can verify on the Accounts page and when I "Open SubAccounts" that the total balance is always zero.
Similar to the approach at
http://zerosumbudget.wordpress.com/overview/minimal/3 votes -
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…
101 votes -
Add a "Remarks" header in Scheduled Transaction editor
Just a plain text field that allows me to add some comments to the scheduled transaction. I have to open the transaction to see when it's going to end. With the new field I can just type say, "Monthly loan payment to XXX, ends in June"
5 votes
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