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Feature Request

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464 results found

  1. Improve transaction matching

    When importing QFX: does not seem to account for the check number. Matcher does not show check number detail, so if I have multiple checks with the same amount, it's really hard to match things up. Also, if I choose "U+R", it overwrites my check descriptions with generic description from the QFX. Would be nice to just update the date and perhaps amount, if needed, but leave the original description. Also does not seem to want to match to anything older than about 2 months (Someone held the check for awhile.)

    11 votes
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  2. Allow 0 decimal places in currency

    Displaying amounts without the pennies/cents/kopeks sometimes makes sense.

    Some currencies (e.g. Yen/Rupee/Zimbabwe $) have a pretty low value, so the 1/100ths of it aren't used in daily transactions.
    Yet the preferences only allow 1-8 decimal places. Why 1-8?

    12 votes
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  3. Split transaction when importing

    GnuCash can already remember which account to use to balance the transaction when importing. I think it is remembered based on the description column. I would like GnuCash to remember if it was a split transaction and if possible the percentage to use. Quicken already does it.

    21 votes
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  4. Clearing

    Clearing

    Clearing is more than just checking an account balance. It is another way of grouping
    existing split bookings of different transactions. This is very similar to clear
    invoices against payments; which would be covered by this more general approach as well.

    In gnucash two or more splits are grouped to one transaction.
    That transaction has a timestamp when it has happened.
    Clearing means to group splits of different transactions into a "clearing group".
    This "clearing group" has no timestamp.
    It just helps to find splits which are not yet "cleared".

    To achieve this, each split needs one additional column:

    2 votes
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  5. Hidden accounts should be hidden everywhere

    Hidden accounts should be hidden from the account drop-down list in the transaction list/editor as well as in the account list

    40 votes
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  6. 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…

    360 votes
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  7. Zero Based Budget Support

    I really like this software after playing with it for a while, but as far as the budget, I'd like to have a zero based budget. Add up Income minus savings and Expences should equal zero. It would be nice to see the +/- dollar amount at the bottom of the budget tab, maybe add a end row that calc budget cells.

    8 votes
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  8. Allocation of Sales Tax

    For a transaction there should be an easy automated way to allocate the remaining imbalance (usually sales tax) to the other expenses proportionally. This was a feature in MS Money that I really liked.

    Here is an example:

    Expense:Food 20
    Expense:Tools 10
    Expense:Toys 5
    Liability:CC Card 42
    (imbalance) 7

    It would be nice to be able to double-click on the (imbalance) and gnucash would distribute automatically the $7 to each item in the debt column by its proportion to the total of the credit column.

    Currently I’ve been typing in the equation manually as shown below. This gets annoying after…

    9 votes
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  9. improve scheduled transactions to support simple daily interest formulas

    US Federal student loans are based on simple daily interest, calculated between payments. To properly split principal / interest, I need a variable representing days since last payment.

    3 votes
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  10. Select several items at once in any list

    Allow using the shift and control keys to select multiple transactions in an account register or multiple accounts in the Account list or multiple lines in a split transaction. Then allow actions such as copy or delete on these multiple items.

    63 votes
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  11. 4 votes
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  12. link any transaction to "the other party"

    There are legal requirements to trace back who is the recepient or sender of any payment (not just invoices) with all the identification details (address, IDs...).

    To rely on the "Description" filed is not sufficient (can't enter all the identification detail and isn't good for searchig).

    I woud need to search for all transactions with a party disregarding it's an invoice, cash receipt or an other form of transaction (lets say off-setting payables).

    So, I would suggest not to distinguish "vendors", "customers" and "employees" - and rather use table "parties" for all of them.

    Then you could relate invoices (both,…

    4 votes
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  13. 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…

    96 votes
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  14. Streamline Scheduled Transactions Handling

    Current 'Since Last...' is awkward at best. There is no visible mechanism to enter a transaction early, and postponing transactions does not always work right and the setup requires going through three pages, none of which show all the important variables.

    19 votes
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  15. Total return(%) of Advanced Portfolio as XIRR

    it would be helpful if TotalReturn(%) in Advanced Portfolio view is implemented using XIRR, so that we can get an annualized return on individual investment and easily compare returns of investments held for any duration.

    74 votes
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  16. bank account for invoice printing

    I use gnucash 2.2.9 for multiple companies.

    There is no way to include bank account details for customers to make a direct deposit. I can't modify templates or invoice scheme files to include a hard coded bank account as I process many companies with different bank accounts.

    I have hacked the report to get the payment bank account from the web site url field in File Properties.

    Can we get a formal primary bank account field for payments and maybe some user data fields for each set of books.

    17 votes
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  17. personalize the toolbar

    Currently, I am using the online banking menu items "Actions -> Online Banking
    -> Get Transactions" a lot. I would like to add buttons for those actions to
    the toolbar.

    18 votes
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  18. When starting GnuCash, allow selection of any recently opened accounts

    Gnucash opens with the last opened set of accounts. If then a new instance of Gnucash is started, you get a dialog complaining about lock, and gives option to Open anyway, Create new file, or Quit. It should also give option to open another set of accounts.

    1 vote
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  19. Create a Full Payroll system

    need to organize the payroll so that it will be able to separate all the payroll basses on persons name without making a separate account for each p

    erson and will automatically have fields for each of the tax sections that would be taken out that can be user defined like state tax1/2 local tax social security federal tax medicare tax unemployment taxes, 401k Deductions and other stuff like that

    15 votes
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  20. Design aging reports to include all payable accounts or all receivable accounts

    Currently, aging reports default to only accounts payable or accounts receivable. This report should include all children accounts under AP for payable aging and all children accounts under AR for receivables aging.

    1 vote
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