474 results found

1. Process Payment Facility - Fundamental Function Not Fully Developed

   The way to receive a payment and apply it to a customer's invoice is a basic function that has not been fully developed in Gnucash.

   Currently there is only one convoluted way to process a payment, and that is through the top menu only. One has to manually find the invoice and do several clicks. If you have multiple payments to receive, this is a rather sloth procedure.

   I'd like to request the following features that would improve a very fundamental function:

   1) In the 'Customers' window, place a button on the toolbar labeled 'Process Payment'. When a customer is selected with a balance, pressing the button would bring up the Payment Process dialog with the client already selected.

   2) In the 'Customers' window, add a right-click contextual menu item labeled 'Process Payment'. It would serve the same as the above mentioned button.

   3) Add a 'Process Payment' in the toolbar for the Account Receivables window.

   4) Add a 'Process Payment' contextual menu item for the Account Receivables window.

   The way to receive a payment and apply it to a customer's invoice is a basic function that has not been fully developed in Gnucash.

   Currently there is only one convoluted way to process a payment, and that is through the top menu only. One has to manually find the invoice and do several clicks. If you have multiple payments to receive, this is a rather sloth procedure.

   I'd like to request the following features that would improve a very fundamental function:

   1) In the 'Customers' window, place a button on the toolbar labeled 'Process Payment'. When a customer is… more

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2. 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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3. 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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4. 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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5. 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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6. 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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7. Allow batch export/printing of files associated with expenses/transactions over time range

   One feature I utilize extensively is the "associate file with transaction", so that I have proof of an expense which I deduct against my income. However, for the benefit of someone ever being audited, one should be able to export a year of expenses, and have the receipts automatically labeled and exported in a graphical manner too. I currently use a set of python scripts I wrote to:
   1) Determine the transactions that occur over my desired range (i.e. Jan. 1 2016 to Dec. 31 2016).
   2) Converts the file for each receipt to a PDF with image magick, and prints a label at the top of each file, noting the expense date, number, type, filename, etc.
   3) Generates a giant PDF with my expense table and ALL receipts.

   This is something that should be available to non-technical users. The python scripts are a little buggy, so I haven't bothered posting them to github.

   One feature I utilize extensively is the "associate file with transaction", so that I have proof of an expense which I deduct against my income. However, for the benefit of someone ever being audited, one should be able to export a year of expenses, and have the receipts automatically labeled and exported in a graphical manner too. I currently use a set of python scripts I wrote to:
   1) Determine the transactions that occur over my desired range (i.e. Jan. 1 2016 to Dec. 31 2016).
   2) Converts the file for each receipt to a PDF with image magick, and… more

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8. 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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9. improve autocomplete of descriptions and categories

   Entering transactions, gnucash often guesses wrong about what my intent is. I'm okay with that. What I'm not okay with is that the wrong guesses mess up my continuing input.

   If I type "Ama" and then it autocompletes "Amazon", then I should be able continue typing to get it to change the autocomplete to "Amazing" by typing "zi".

   When matching account names, if I type ":" then it should lock in the current autocomplete up through the next ":" in the account name.
   So, when I type "Ca" and it autocompletes "Car:Gas:R32", I should be able to type "::" to lock in the "Car:Gas", but then continue typing something else to change the "R32" portion.

   When autocomplete is wrong, I should never have to worry about what's been added to the right of my cursor. If I want to accept it, I should be able to hit tab to go to the next field, or right-arrow to go to the end of the current input. If I continue typing something that does not match, then the autocomplete to the right of my cursor should disappear.

   That implies: autocomplete should not move the cursor.

   A more minor change would be to allow what's to the right of the cursor to be removed with control-K.

   Entering transactions, gnucash often guesses wrong about what my intent is. I'm okay with that. What I'm not okay with is that the wrong guesses mess up my continuing input.

   If I type "Ama" and then it autocompletes "Amazon", then I should be able continue typing to get it to change the autocomplete to "Amazing" by typing "zi".

   When matching account names, if I type ":" then it should lock in the current autocomplete up through the next ":" in the account name.
   So, when I type "Ca" and it autocompletes "Car:Gas:R32", I should be able to type "::" to… more

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10. add keyboard shortcut to jump to the previously edited transaction

    After hitting tab/enter to create a new transaction, I often immediately want to edit it. I propose SHIFT-enter to get you to the last transaction you changed.

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11. Highlight the current date in the calendar picker

    When using the calendar picker, highlight the current date (not just the date selected) to prevent errors in entry. In this example (https://www.screencast.com/t/3LuQToD7) the current date is highlighted in yellow.

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12. Report to print any range of months of a year in a form just like the cash account does

    It would need to begin withe bal on hand..then the deposits and check. In arder of occurrence with the ending balance at that point. It would look just like a section of the cash account. It should be fairly easy to do
    Says the guy who doesn't have to do it -;). And doesn't have the ability.

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13. Implementation of gst tax computing for india

    You might know that Goods and Service Tax(GST) was implemented in india recently. I wants to know whether necessary changes would be added to gnucash.

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14. Have a Minimum Balance setting for accounts

    (Perhaps just for checking and savings accounts)

    I'd like to be able to specify the Minimum Balance for an account. In the register view the balance would be displayed in red whenever it was below the minimum balance amount, the way it currently does if the balance is below zero.

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15. Fix the position of the CLOSE button

    The CLOSE button in the toolbar jumps from the second to the third position (and back) depending upon the tab in use. This has the annoying effect that when closing a series of tabs, one is all too frequently presented with a new invoice! Keeping the CLOSE button in the second position would add a degree of commonality to every tab.

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16. 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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17. Pls add an 'Next Month'' as predefined periode in periode picker

    I have a depreciation report page for current period, and last period to compare, this all run by scheduled transaction, so say current month my total depreciaton expense is 10 item with value of 1.2 million, and last month total depreciation expense is 11 item with value of 1.3 million, then I need to know, how much item and value it will be for next month, will it decrease or increase ? in case to make a plan for future need or investment. tq in advance

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18. Rearrange Reports

    The current income statement adds up all income and gives a subtotal. Then it adds up all expenses and gives a subtotal. Then it nets them out for total income/loss.

    I need to be able to customize the income statement sorting the order of the accounts and adding subtotals where needed. For example, there is no way to create operating income by subtracting operating expenses from Sales. I'd like to break it down further and include a gross profit by subtracting GOGS from sales. Then subtract other operating costs to get Operating income. Then add other income and expenses such as interest and G&A expenses.

    The current income statement adds up all income and gives a subtotal. Then it adds up all expenses and gives a subtotal. Then it nets them out for total income/loss.

    I need to be able to customize the income statement sorting the order of the accounts and adding subtotals where needed. For example, there is no way to create operating income by subtracting operating expenses from Sales. I'd like to break it down further and include a gross profit by subtracting GOGS from sales. Then subtract other operating costs to get Operating income. Then add other income and expenses such… more

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19. CSV Import to Liability Account - Column Naming for Debit/Credit

    I import transactions from my CC statements and LOC accounts by using exported CSV files. The import dialog uses the terms "Withdrawal" and "Deposit" to indicate whether the transaction was a debit or credit. I found the terms a bit ambiguous when it referred to a liability account because, in my mind, a withdrawal could indicate a decrease in credit and a deposit could indicate an increase in credit.

    I recommend that it should be possible to choose the wording for these column headings to debit/credit and that when a liability account is chosen the transactions are properly added as a credit or debit.

    I import transactions from my CC statements and LOC accounts by using exported CSV files. The import dialog uses the terms "Withdrawal" and "Deposit" to indicate whether the transaction was a debit or credit. I found the terms a bit ambiguous when it referred to a liability account because, in my mind, a withdrawal could indicate a decrease in credit and a deposit could indicate an increase in credit.

    I recommend that it should be possible to choose the wording for these column headings to debit/credit and that when a liability account is chosen the transactions are properly added as… more

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20. 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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