457 results found

1. Provide a tool for disallowing unwanted quickfill transactions

   Please write a tool that shows all the entries that are in the quickfill database, with an option (perhaps a checkbox) for each to bar it from use by quickfill if the user chooses. Restoring the option (unchecking the checkbox) would allow it to by used again by quickfill.

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2. Allow date entry formats without separators, such as mmddyy
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3. Allow for accumulating split transactions involving multiple charges to the same account

   I'd like for there to be an option to allow for accumulating split transactions containing multiple charges to the same account into a single transaction, rather than displaying as many transactions as there are splits pertaining to that given account. The Transaction Journal view does this by default.

   For instance, I often purchase more than one thing at a time from Amazon. In these instances, I find it more convenient (and logical) to record that purchase as a single split transaction (with one split per item) rather than many regular transactions, especially in cases when I had to expend a gift card balance to cover a portion of the expense. Such a method works fine in most instances, but when purchasing multiple items that I categorize into the same account, in that account the transaction gets recorded as as many splits containing references to that account. Each is different in cost but not title.

   To illustrate, say I order a $10 mouse, a $15 headset, and a $20 keyboard. I record the transaction as "Computer stuff", split it, and add a new split for each item, all going into my "Peripherals" account. I'll end up with this in "Peripherals":

   Computer Supplies -- Split Transaction -- $10
   Computer Supplies -- Split Transaction -- $15
   Computer Supplies -- Split Transaction -- $20
   

   Rather than this accumulation:

   Computer Supplies -- Split Transaction -- $45
   

   As I said before, the Transaction Journal view does this already, but I'd rather not have to see the splits for all my transactions all at once.

   An option to adjust the other two views as I've described would be fantastic.

   I'd like for there to be an option to allow for accumulating split transactions containing multiple charges to the same account into a single transaction, rather than displaying as many transactions as there are splits pertaining to that given account. The Transaction Journal view does this by default.

   For instance, I often purchase more than one thing at a time from Amazon. In these instances, I find it more convenient (and logical) to record that purchase as a single split transaction (with one split per item) rather than many regular transactions, especially in cases when I had to expend a… more

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4. Make budget amounts bubble up to parent accounts

   Assume the following hierarchy:

   Expenses:Groceries:Food
   Expenses:Groceries:Non-Food
   Expenses:Personal:Hobbies:Music
   Expenses:Personal:Hobbies:Sports
   Expenses:Personal:Entertainment

   Currently, if I set Expenses:Personal:Hobbies:Sports to $30.00 for the month of January, that's all that shows up. I would like that $30.00 to bubble up and fill or add to the total for Expenses:Personal:Hobbies, Expenses:Personal and Expenses. That way, if I know I only make $1000 per month, I can make sure that I don't overbudget, or that if I do, I'm at least aware of it. In the above example, I might manually enter the following for january:

   Expenses:Personal:Hobbies:Sports - $30.00
   Expenses:Personal:Hobbies:Music - $50.00
   Expenses:Groceries:Food - $150.00
   Expenses:Personal:Entertainment - $30.00

   After doing that, I should see that Expenses shows a budgeted amount of $260.00 for January, Expenses:Personal shows an amount of $110.00, Expenses:Hobbies shows an amount of $80 and Expenses:Groceries shows an amount of $150, while Expenses:Groceries:Non-Food is still blank. If I enter an amount of $30 for Expenses:Groceries:Non-Food, I should see that Expenses:Groceries goes up to $180 and Expenses goes up to $290.

   Assume the following hierarchy:

   Expenses:Groceries:Food
   Expenses:Groceries:Non-Food
   Expenses:Personal:Hobbies:Music
   Expenses:Personal:Hobbies:Sports
   Expenses:Personal:Entertainment

   Currently, if I set Expenses:Personal:Hobbies:Sports to $30.00 for the month of January, that's all that shows up. I would like that $30.00 to bubble up and fill or add to the total for Expenses:Personal:Hobbies, Expenses:Personal and Expenses. That way, if I know I only make $1000 per month, I can make sure that I don't overbudget, or that if I do, I'm at least aware of it. In the above example, I might manually enter the following for january:

   Expenses:Personal:Hobbies:Sports - $30.00
   Expenses:Personal:Hobbies:Music - $50.00
   Expenses:Groceries:Food - $150.00
   Expenses:Personal:Entertainment - $30.00

   … more

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5. Report Option: Selecting Accounts

   The common report option to select accounts should use checkboxes rather than highlighting.

   The list is (for most users) rather long and scrolling is common. Between trying to select / deselect accounts and scrolling it happenes ever so often, one clicks somewhere and has now only one account selected where before there as a handpicked list...

   Checkboxes just make selection easier. Also, depending on GUI, toggling checkboxes can also be done with several at once, so this feature is not lost due to the proposed change.

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6. Add custom step size option to reports

   Many of my bills and my income happen only every two months... it would be great to actually be able to have custom step sizes in the Report Options, I guess this shouldn't be overly complicated to implement... thanks!

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7. 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"

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8. 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

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9. Account page columns for multiple previous periods

   On the accounts page, I'd like an available column for not just Total (period), but Total (previous period). Ideally, I'd set up an Accounts tab with columns for Total (current period), Total (n-1), Total (n-2), using the Accounts page as a more dynamic version of a cash flow report.

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10. Add memo field to 1-line view

    As landscape monitors have become much more common, it would be nice if GnuCash would use some of that extra space. It would be nice to have the option to include the Memo field in the 1-line view.

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11. Allow for transaction delays

    The idea here would be to use an account for funds in flight, allowing you to account for the delays between financial institutions.

    You would go into the Transfer Funds menu and it would have a tick mark for "delay". When this is ticked, another option called "Date Received" appears. If it has a different date, GnuCash would create TWO transactions. One which goes from accountfrom to Limbo, and another which goes from Limbo to accountto.

    Ideally these transactions would be linked such that a change in the amount or description would also reflect in the other accounts.

    Use case example:

    Suppose I want to transfer from Ally Bank to Wells Fargo. When I push from Ally, it automatically deducts that from the account, but Wells Fargo does not become aware of this for several days. This can take up to 5 days.

    Does this seem reasonable?

    The idea here would be to use an account for funds in flight, allowing you to account for the delays between financial institutions.

    You would go into the Transfer Funds menu and it would have a tick mark for "delay". When this is ticked, another option called "Date Received" appears. If it has a different date, GnuCash would create TWO transactions. One which goes from accountfrom to Limbo, and another which goes from Limbo to accountto.

    Ideally these transactions would be linked such that a change in the amount or description would also reflect in the other accounts.

    … more

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12. Cash Flow Statement based on GAAP (USA) and/or IFRS (international) standards

    I was trying to find if someone has requested Cash Flow Statement based on GAAP (USA) and/or IFRS (international) standards to be implemented in GnuCash, but only found such requests from the GnuCash users mailing list, not from the feature request database. On the mailing list, unfortunately, the responses revealed that the GnuCash team is not familiar with the concept, although it has long history and is a well established accounting discipline.

    So I decided to make an attempt to describe the idea instead of just referring to external resources (but https://en.wikipedia.org/wiki/Cash_flow_statement really is a good source to begin with).

    Technically speaking, the standard Cash Flow Statement is kind of a cross between Income Statement and Balance sheet. It has the style of the balance sheet in expressing an equation between two sides of a computation, and it uses the summing-up mechanism of the Income Statement to sum up not only income and expense, but also asset, liability and equity entries for a given period. And then some.

    The report has four parts, where the first three have a break-down of only one level, and the fourth is even simpler:
    Operating flow + Investment flow + Financing flow = Cash flow,
    where
    Operational flow is represented as high level of Income Statement directly in cash basis or supplemented with adjustments to convert it from accrual basis;
    Investment flow is represented as high-level grouping of acquisitions and dispositions;
    Financing flow is represented as high-level grouping of liabilities + equities + receivables flow;
    Cash flow is represented as a simple calculation: "cash at end of period minus cash at beginning of period".

    The first thing to note is that assets are divided into three sub-classes: Investment, Receivable and Cash, which each separately take part in the big equation. You cannot generate a standard Cash Flow Statement without these subclasses, and you have to make sure all asset accounts belong to one of them. So a user who wants to use the standard report has to make sure the classification of assets is done right.

    The next thing to note is much trickier. In principle, Income Statement is always given on accrual basis, but the Cash Flow Statement is always given on cash basis. To achieve this, there are two ways to represent the Operating flow: direct and indirect.
    For the indirect form, you have to supplement the Net Income from Income Statement by adding entries that adjust the result from accrual to cash basis. This is easy, once we make sure GnuCash ignores these additional entries in book closing as well as in generating the Income Statement.
    For the direct form, you have to bypass part or all of the Income Statement, depending on how exactly the accrual basis was achieved, but in my limited understanding, the choices again require you to supply additional entries to finish the job.
    Someone who has actual experience of other accounting software might be able to explain how these additional entries possibly could be supplied automatically. Sine I don't have such experience, as I really have trouble imagining it.

    I was trying to find if someone has requested Cash Flow Statement based on GAAP (USA) and/or IFRS (international) standards to be implemented in GnuCash, but only found such requests from the GnuCash users mailing list, not from the feature request database. On the mailing list, unfortunately, the responses revealed that the GnuCash team is not familiar with the concept, although it has long history and is a well established accounting discipline.

    So I decided to make an attempt to describe the idea instead of just referring to external resources (but https://en.wikipedia.org/wiki/Cash_flow_statement really is a good source to begin with).

    … more

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13. Add View Option: "Double Line (Selected Only)"

    As an intermediate option between single-line view (benefit: see more transactions on a page) and double-line view (benefit: see more detailed information per transaction), offer Double Line (Selected Only), which displays only the selected transaction in double-line view. All other transactions remain in single-line view.

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14. Make "Notes" more useful in a register by showing that one exists

    In a register, in single line view, there is no indication of whether a particular row has a note that would appear in double line view. Suggestion is to show a small flag of some sort (maybe a little red triangle, a red N, or something similar) to indicate that the row has a note. Then, to be really spiffy, hovering over the row could show the note in a tooltip. (Woot!)

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15. Improved CSV import matcher, based on key words (like ledger account number)

    With the proprietary web based accounting software 'e-boekhouden.nl' (and probably others), you can make specific rules into what ledger an entry from an imported bank account has to be placed.

    For instance, I can tell the import matcher to automatically put a payment with the number 4010 into the ledger with number 4010.
    Or filter on specific words: 'Contribution' goes to the ledger '8100 Contributions'. And so on.

    With this approach, I have almost 100% certainty that a payment is associated with the right ledger.

    With GnuCash (version 4.13) many payments go to the wrong ledger. Especially with a large amount of entries, there is a lot of manual work needed to correct this.

    With the proprietary web based accounting software 'e-boekhouden.nl' (and probably others), you can make specific rules into what ledger an entry from an imported bank account has to be placed.

    For instance, I can tell the import matcher to automatically put a payment with the number 4010 into the ledger with number 4010.
    Or filter on specific words: 'Contribution' goes to the ledger '8100 Contributions'. And so on.

    With this approach, I have almost 100% certainty that a payment is associated with the right ledger.

    With GnuCash (version 4.13) many payments go to the wrong ledger. Especially with a large… more

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16. search

    If I perform a search for widgets in the memo or other field I may get many transactions returned with multiple entries. I would like to see the search term results highlighted in each entry and maybe the ability to toggle the display of only those results.

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17. mean variance optimizer

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

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18. 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, sales and purchase) to the Parties. And you could relate the transactions in a similar manner to the Parties.

    Searching would be much, much, much more easy!

    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,… more

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19. Add Python Support to the Win32 Binary
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20. Use tax lots to dump details for US Schedule D

    It seems like this is already on the Gnucash developers' radar, but I thought I would add it here as well because it could be a very useful feature.

    In the United States, we have to report capital gains on individual tax returns every year --- the gain is reported (and tax paid) when the asset is sold. The tax return includes the item, quantity, purchase price, and sales revenue. Since Gnucash is already tracking lots of identical items (e.g., stocks), it should be possible to gather enough information to automatically generate the information for this tax return -- which can be quite a chore if done by hand, especially for people engaged in active trading.

    Another related and useful feature is manual lot identification: If I buy some stocks on January 1, then buy some more on May 1, then sell a few on June 1, I should be able to specify whether the June sale is of the shares purchased in May or those purchased in January (or some of each). This matters for tax purposes.

    It seems like this is already on the Gnucash developers' radar, but I thought I would add it here as well because it could be a very useful feature.

    In the United States, we have to report capital gains on individual tax returns every year --- the gain is reported (and tax paid) when the asset is sold. The tax return includes the item, quantity, purchase price, and sales revenue. Since Gnucash is already tracking lots of identical items (e.g., stocks), it should be possible to gather enough information to automatically generate the information for this tax return -- which… more

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