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Feature Request

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470 results found

  1. 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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  2. 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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  3. 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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  4. 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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  5. 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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  6. 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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  7. Tracking Liability Repayments as Expenses without Double Counting them

    It would be great to have an expense report that could actually count transactions moved directly from assets to offset liabilities. I find it that i need to create an expense account, then zero it out in order not to double count it. I want to see all expenses, plus debt repayment expenses that go directly from assets into liabilities in one report.

    1 vote
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  8. Add an e-mail invoice button to the invoice screen, which opens with the default mail client

    Add an e-mail invoice button to the invoice screen, which opens with the default mail client with the e-mail address of the customer filled in and the invoice attached.

    2 votes
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  9. Display split comment if transaction comment is empty

    Allow me to leave the transaction description empty, in which case the split comment would be displayed instead.

    Otherwise one gets really useless lists of transaction comments in some accounts, even though there are far more useful and specific split comments available for the particular entry.

    7 votes
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  10. OFX Import Improvements

    Show a transaction report or something when importing an OFX file. OFX import for investment accounts has a few quirks or bugs. One very frustrating thing about it is that the user can't see how the transactions were imported (what accounts, too often the wrong one). If the transaction were shown in a new tab like what is done in with 'Scheduled Transactions' then the user could see what happened & fix it. There's a click box to 'Review created transactions' when getting 'since last run' scheduled transactions, this is what I had in mind. A report would probably work…

    10 votes
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  11. Remember print settings

    Each time I print an invoice, I need to reselect settings (date format, fields I want to show an hide, invoice style). I'd like to have those settings persistent.

    12 votes
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  12. Add "Granularity" Option to "Future Scheduled Transaction Summary" Report.

    For my original request details pls refer to "Bug 638644 - (Steffie) Scheduled Transactions need incorporation into Budget".

    I raised my original request when i used v2.4.0, but months ago i upgraded to
    v2.4.2 when i read that one of its enhancements was "Add a new report: Future Scheduled Transaction Summary". I thought this might address my previous
    request, above. However it merely presents a summary for the specific items at the end of the nominated period [eg, end of month / year etc], and completely
    omits all the interim ups and downs that are so critical to active budgeting.…

    1 vote
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  13. Implement support for stock options

    While fewer of us have earned stock options through our employers lately, they're a piece of my net worth which I cannot represent in GnuCash. Though an option is an option, most folks consider exercising as possible anytime, with the value being the current shares * (current price - strike price), but 0 when < 0. I don't mind doing manual entry of grants, vests, or expires. Thank you!

    20 votes
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  14. Create a unified tool for working with investments

    Right now, buying or selling stocks or shares of a mutual fund is a terribly complex thing to do, requiring a split transaction. Furthermore, doing this with a 401k is even more difficult, if, say, I wanted to reallocate my investments.

    I wish there were a tool to enter the necessary information (what I'm selling and for how much, and how I want to use the funds) and it would then create the transaction for me.

    Even more than this, it is difficult to deal with a 401k that is only partially vested. I wish this were more easy to…

    20 votes
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  15. Save all screen positions

    When I click on the "reconcile" link, a window opens up centered between my two system screens. I drag it to the "active" window and close it. Next time I open the "reconcile" window the position is not remembered.

    2 votes
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  16. Improved Job Expense & Invoice Tracking

    Running a service oriented business, it is imperative for me to be able to quickly and accurately tie together all expenses and payments received related to a specific job to be sure that all expenses are invoiced to the job and to determine profitability. Secondly, to be able to quickly see the status of all jobs for a specific customer. This would require being able to associate all related expenses, vendor bills, and invoices to the job. Then, a modification to the "Job Report" to show all activity for the job.

    To be able to quickly see the status of…

    20 votes
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  17. mean variance optimizer

    it would be useful to have a MVO somehow integrated for portfolio analysis.

    4 votes
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  18. Faster currency chooser: Navigation with drop-down boxes with TAB autocompletion

    In currency drop-down box, pressing E char would go to the words beginning in E like EURO.

    8 votes
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  19. 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…

    79 votes
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  20. auto-guess split when auto-filling transactions

    So I have lots of reoccurring expenses which are often split (sometimes it is a business expense, which is split between a tax-deductible account and a non-deductible account, or a joint expense, where half of it is an expense and half a credit to an asset account representing the money owed), but while the amount may change, the percentage split doesn't. So auto-fill works great for getting the accounts I need, but once I enter the new total amount, the splits are all wrong and I have to manually adjust them. It would great to have gnucash auto-adjust the split…

    10 votes
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