481 results found

1. Graphs w/o legend and dates

   Hi,
   I toyed recently with the multicolumn Report and found that it can be nicely used to have many Graphs (e.g. single expense accounts over time) displayed as an overview. However, having the leveng and the timeline at the bottom of the graph strongly Limits how much you can fit where. When you go for quite small Graphs, the area is dominated by the legend and the timeline Dates.

   It would be nice if all reports which Display some graph have the Option of not showing the legend and the individual Dates.

   Best,
   YeOldHinnerk

   3 votes

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2. Allow linking bank transactions to invoices from multiple customers

   When a client pays by credit card or via their phone through a payment service, (eg. Snapscan.co.za in South Africa) our bank account registers a single transaction per day for all clients who paid with that service. Currently there appears to be no way to link the bank transaction to multiple invoices from different customers.

   There is also a bug/oversight in the current functionality - it only allows you to link to multiple invoices if you select them all at the same time. If you link to one invoice, then realise you have another for that client and link that in a separate action, the first one linked is dropped.

   Thanks for a great piece of software!

   Peter

   When a client pays by credit card or via their phone through a payment service, (eg. Snapscan.co.za in South Africa) our bank account registers a single transaction per day for all clients who paid with that service. Currently there appears to be no way to link the bank transaction to multiple invoices from different customers.

   There is also a bug/oversight in the current functionality - it only allows you to link to multiple invoices if you select them all at the same time. If you link to one invoice, then realise you have another for that client and link that… more

   7 votes

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3. BUDGET: A total RE-ENGINEERING

   First of all, Budgeting tool is like a joke in GNU Cash (till version 2.6.8) because:

   1. It does not support multiple currencies when it has to add up from sub accounts to main accounts. It affects ALL, and I mean ALL, the budget reports, because it never fits the budget with the real transactions.

   For example: I have a "Son Expenses" sub account (in Euros) into my "Family Expenses" (in Dollars). When I register EUR 100 in "Son Expenses" it add USD 100 in "Family Expenses" instead of, let's say USD 112.13 (http://themoneyconverter.com/ES/EUR/USD.aspx on 10-05-2015). So it will not work with the reports.

   1. The arithmetic is totally INCONSISENT in "BUDGET REPORT", because in ASSETS, LIABILITIES and EXPENSES, it subtracts Actual from Budget; but in INCOMES it does the opposite (subtracts Budget fron Actual)

   2. It is really difficult to build a Budget in GNU Cash:
      3.1. It does not allow an-account-recurrent-registers in several months
      3.2. It does not allow copy-paste data quickly. You have to double or even triple click on a cell to make it active.
      3.3 You should check jGnash2 budget tool (http://sourceforge.net/projects/jgnash/). It works fine. It is a shame that I love GNUCash.

   Please, fix Budget function. Thanks

   First of all, Budgeting tool is like a joke in GNU Cash (till version 2.6.8) because:

   1. It does not support multiple currencies when it has to add up from sub accounts to main accounts. It affects ALL, and I mean ALL, the budget reports, because it never fits the budget with the real transactions.

   For example: I have a "Son Expenses" sub account (in Euros) into my "Family Expenses" (in Dollars). When I register EUR 100 in "Son Expenses" it add USD 100 in "Family Expenses" instead of, let's say USD 112.13 (http://themoneyconverter.com/ES/EUR/USD.aspx on 10-05-2015). So it will not… more

   9 votes

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4. Better budgeting (based on managerial accounting)

   Budgeting in GnuCash is as big, yet as essential, a project as GnuCash in the first place. Please see my rant below.

   We must not confuse planning for the future and recording transactions.

   GnuCash’s greatest strength is that it is built on sound accounting principles. While financial accounting is all about recording transactions that occurred in the past. Managerial accounting is all about forecasting the future. What our best estimates of future Income; Expenses; Assets; Liabilities and Equity. These forecast are then used to answer questions. One of the most critical questions being “Will I have the cash to pay the cash outflows as they are expected to occur?”

   As a side note, proper use of both is brilliantly described in: “Gnucash 2.4 Small Business Accounting: Beginner's Guide”. The author suggests using GnuCash to assist in the initial ruth forecast. He then exports to Excel for adjusting the numbers and generating reports.

   I recommend this book to either anyone new to GnuCash and especially to those with no “business” accounting education. You can get Ashok Ramachandan’s book here: https://www.packtpub.com/hardware-and-creative/gnucash-24-small-business-accounting-beginners-guide (To the best of my knowledge, I am in no way, directly or indirectly, affiliated to the author of this book.)

   My personal rant with using GnuCash for budgeting = forecasting = managerial accounting is that I just can’t. Why? I plan 12 months ahead (trailing 12 months).
   • The software gets very slow.
   • The display of column is impractical and whenever changed reverts to its previous annoying state.

   I suggest getting a managerial accounting on board to assist with the task.

   GnuCash is an outstanding piece of software to record past transactions (financial accounting). Yet, it’s potential as a rock solid tool to assist in planning for the future (budgeting = managerial accounting) remains mainly untapped.

   Just like in the Ghost Buster movie, in accounting bad things happen if you the mix the streams (past & future).

   PS: Whether you want peace in your personal life finances or have ambitions to grow or start a business you can find accounting courses online on Coursera; EdX and the like.

   Budgeting in GnuCash is as big, yet as essential, a project as GnuCash in the first place. Please see my rant below.

   We must not confuse planning for the future and recording transactions.

   GnuCash’s greatest strength is that it is built on sound accounting principles. While financial accounting is all about recording transactions that occurred in the past. Managerial accounting is all about forecasting the future. What our best estimates of future Income; Expenses; Assets; Liabilities and Equity. These forecast are then used to answer questions. One of the most critical questions being “Will I have the cash to pay… more

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5. 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.

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6. 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/

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7. Add / change keyboard shortcut for productivity, into standard like MS Excel or alike

   It would be nice to add or change current keyboard shortcut to any existing software, so user feel no difference when switching from one software to another.

   For example, using Ctrl+PgUp/PgDn to switch between tabs. This has been used by MS Excel, or browser like Firefox or Chrome. In GNUCash, we use Ctrl+Alt+PgUp/PgDn, which differ in one key (Alt).

   Another example in Excel, Ctrl+Home to go to top row / earliest transaction.

   I guess this additional feature can give more values for user experience and productivity to GNUCash .

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8. 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

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9. Add an option for alternate register background colors by account type

   Add an option under Edit > Preferences > Register > Graphics to use different register background colors for each of the top account types, i.e. for assets, liabilities, income, expense and possibly equity. Colors might be selected from the Pantone color chart or other non-proprietary chart. Colors should be selected to be visibly different even to persons who are color blind. This is intended to be a program option, not to be confused with the existing Use System Theme Colors option or the very obscure Style Sheet feature.

   6 votes

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10. 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 permanent storage location and since I've already acted upon all my downloaded files, I wouldn't need them there anymore.

    When the file attached in GNUCash gets deleted, well...it's deleted.

    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… more

    39 votes

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11. spanish install dont have bussines accounts

    please add bussines account for the spanish version

    3 votes

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12. 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".

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13. Reconcile screen

    automatically highlite the next transaction when you use the space bar to mark a transaction as cleared

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14. add historical cash flow bar chart

    I would really like a barchart like the income/expense chart that shows my money in/out and net flow.

    The reason I need this is that GnuCash correctly views my mortgage payments as reducing the liability and not as an expense.
    So instead of accessing the profit and loss report for a particular month to get a detailed view of my money flow I now use the cash flow report for a particular month.

    This works like a charm, but I would like to graphically see the trends in my money flows. Before I used the income/expense barchart with the net option enabled. This way I could see at a glance how much I save during the past periods and whether the trends in my net savings is still going OK.

    Now I hoped that GnuCash would contain something like a bar graph where instead of income/expense bars it would state incoming/outgoing flow and a net flow bar.

    Being a programmer myself I tried to accomplish this by combining net-barchart.scm and cash-flow-scm but Lisp style programming is so far out of my comfort zone that I could net get it working. I would be happy to share my attempt if that helps.

    If you guys could add this, I would be really grateful! I saw some loose request on the web requesting this feature so I know more people would appreciate this option.

    Note this request is different from the future cash flow request, although both request probably would need a common cash flow bar char renderer.

    I would really like a barchart like the income/expense chart that shows my money in/out and net flow.

    The reason I need this is that GnuCash correctly views my mortgage payments as reducing the liability and not as an expense.
    So instead of accessing the profit and loss report for a particular month to get a detailed view of my money flow I now use the cash flow report for a particular month.

    This works like a charm, but I would like to graphically see the trends in my money flows. Before I used the income/expense barchart with the net… more

    6 votes

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15. Enable import CSV from HTTP

    Enabling CSV or XML import through HTTP protocol, would be possible to create systems that could synchronize transactions data between web apps (mobile or website) and GnuCash.

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16. 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 April

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17. More professional looking splash screen

    I am aware that this does not affect functionality, but the splash screen looks just plain fugly and amateurish. Interestingly, there is a blog post of a guy who designed a more pleasing splash screen, and claims that this would be included in the next release, but that was seven years ago! (http://tynan.com/hardcore-personal-finance) And is still not included.

    That guy's splash screen suggestion is here: http://old.tynan.com/images/beforeandafter.png

    However even that splash screen can be improved, by removing the "Gnu". I am aware it's the mascot of GNU but it just looks silly!

    Why not have a cool, professional looking splash screen?!

    I am aware that this does not affect functionality, but the splash screen looks just plain fugly and amateurish. Interestingly, there is a blog post of a guy who designed a more pleasing splash screen, and claims that this would be included in the next release, but that was seven years ago! (http://tynan.com/hardcore-personal-finance) And is still not included.

    That guy's splash screen suggestion is here: http://old.tynan.com/images/beforeandafter.png

    However even that splash screen can be improved, by removing the "Gnu". I am aware it's the mascot of GNU but it just looks silly!

    Why not have a cool, professional looking… more

    5 votes

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18. Entering relative dates in report customization

    It would be very helpful if it were possible to enter relative date coordinates. For example, I would like to customize an expense barchart that shows me the expenses, in day-resolution, of the last seven days. There is no way to articulate something like "the last seven days".

    There are some limited relative date entry options like "Start of this months", "Start of previous months"... why not make this more general? I.e. "X days before today", "X days after today".

    "Today" meaning: the day when the report is run.

    This would allow for much flexibility in customizing reports, which can then be simply run without modifying them again and again in the future..

    It would be very helpful if it were possible to enter relative date coordinates. For example, I would like to customize an expense barchart that shows me the expenses, in day-resolution, of the last seven days. There is no way to articulate something like "the last seven days".

    There are some limited relative date entry options like "Start of this months", "Start of previous months"... why not make this more general? I.e. "X days before today", "X days after today".

    "Today" meaning: the day when the report is run.

    This would allow for much flexibility in customizing reports, which can… more

    3 votes

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19. Listing and entering transactions with ascending date from bottom to top

    In GnuCash, transactions are listed from top to bottom with ascending date, i.e. new transactions are always entered at the bottom of an account.

    By idea/request is to optionally have it the other way around, i.e. it should be possible to enter new trasactions at the top of the list of an account, and have the new entries above the older entries.

    Reason: all other tables I use for my finances (bank and credit card statements, etc) have the newest transaction always added on top of the list. This is in Japan. And in the long run it drives me plain crazy, especially if I have to type in (copy) lists of transactions into GnuCash, which I can not import and have to copy by typing. Also, when comparing lists side-by-side.

    In GnuCash, transactions are listed from top to bottom with ascending date, i.e. new transactions are always entered at the bottom of an account.

    By idea/request is to optionally have it the other way around, i.e. it should be possible to enter new trasactions at the top of the list of an account, and have the new entries above the older entries.

    Reason: all other tables I use for my finances (bank and credit card statements, etc) have the newest transaction always added on top of the list. This is in Japan. And in the long run it drives me… more

    3 votes

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20. The way taxes are shown on business invoices.

    In printing business invoices the item includes tax but the total does not. It should be the other way around.

    this is an example of how it should be done (or at least how it is done in the US).
    item, quantity, price, tax, total
    shoes| 1| $40| $2.64| $42.64

    this is an example of how it is now
    item, quantity, price, tax, total
    shoes| 1| $42.64| $2.64| $40.00

    I'm not sure why the invoicing is done this way but my feeling is it probably has something to do with the difference between US and European taxing systems.

    3 votes

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