Feature Request
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463 results found
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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…
4 votes -
Register with the Australian Tax Office as a Product
There lack of Officially listed FOSS accountancy package for Australia.
As you can see here http://softwaredevelopers.ato.gov.au/viewproductregisterThere is 46 currently listed test requirements to be listed.
http://softwaredevelopers.ato.gov.au/testscenarios to be listed. You will need cookies enabled to access this site.This is where Australian Accountants look for software to recommend to customers. Does bring some testing requirements.
4 votes -
Add a "Process Payment" button
As far as business transactions are concerned, "Process payment" is about as common as "Create New Invoice"
I don't like to go through two nested menus every time I want to receive a payment.
I'd like to see a button next to the invioce button.
4 votes -
Fetch exchange rate once per day rather than for every single transaction
I routinely work in two currencies, and when I enter transactions in the account of the 2nd currency, GnuCash opens the "Transfer Funds/Courrency Transfer" dialogue at every single transaction I input and asks for the exchange rate into the main currency.
It would be a great time saver to have a setting allowing to specify a time interval at which GnuCash asks for this.
i.e. if this is set to 24hrs, then GnuCash would only ask once every day for the exchange rate and then keep using this until the next day.
The interval could also be once per session, once every hour, etc...
I routinely work in two currencies, and when I enter transactions in the account of the 2nd currency, GnuCash opens the "Transfer Funds/Courrency Transfer" dialogue at every single transaction I input and asks for the exchange rate into the main currency.
It would be a great time saver to have a setting allowing to specify a time interval at which GnuCash asks for this.
i.e. if this is set to 24hrs, then GnuCash would only ask once every day for the exchange rate and then keep using this until the next day.
The interval could also be once per session,…
4 votes -
Add more keyboard shortcuts, at least for "Remove Other Splits" and "Split Transaction"
...or add a Preference item "New Split Transactions are always empty"
4 votes -
Prompt the user to save on exit when working in an unsaved book
Currently it's possible to cancel out of the initial Gnucash account-creation dialog, manually create accounts, add dozens of transactions, and then close Gnucash without saving. There's no warning or prompt if you do this; all the work is just gone. (No save file appears in the default locations, and running the resulting .log file just makes Gnucash crash.)
I propose that Gnucash actually make it impossible to create new accounts, transactions, etc. without having a save file or database. If the user doesn't have one, he/she should be forced to create one before creating an account.
4 votes -
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 April4 votes -
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/
4 votes -
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…
4 votes -
Creation of a cost center (original title: Criação de CENTRO DE CUSTO/PROJETOS e Visual das categorias)
A criacao de um centro de custo seria muito interessante, pois poderia ser criado um CENTRO DE CUSTO para um determinado projeto.
Ao realizar o lancamento das transacoes na conta que as categorias nao venham expandidas tipo RECEITA (as sub contas retraida) e DESPESAS (sub contas retraidas)4 votes -
Icon or one-click to access the Scheduled Transaction Editor
It would be great to have an icon to open the Scheduled Transactions Editor, or some sort of one-click option to open it. The three-click "Actions, Scheduled Transactions, Scheduled Transaction Editor" always seems cumbersome to me when it's something I open frequently.
4 votes -
Global replacement of memo or account fields within a find window.
After a find search has been completed, a window with transactions meeting search criteria is established. Display an option icon that will permit selecting some or all transactions. Then replace all accounts with "new account name". Same with memo field. Example replace all selected items currently with expense:household to expense:food.Example 2. Replace the memo field of all selected items with " bathroom project".
4 votes -
Budget Flow
The left column of budget flow is intended to be the budget it self. The problem is the total value at the end. Instead of subtracting the expenses from incoming, it is adding both values. For instance: If I have an amount of 2000 of expenses and an amount of 2500 of incomes the total amount will be 4500 instead of 500,00. This might be happening because of a changing of some way that Gnucash handled the incomes and expenses.
I hope you improve the budget as a whole asp. Because this is a great software that has a great potential to be one of the best financial software.The left column of budget flow is intended to be the budget it self. The problem is the total value at the end. Instead of subtracting the expenses from incoming, it is adding both values. For instance: If I have an amount of 2000 of expenses and an amount of 2500 of incomes the total amount will be 4500 instead of 500,00. This might be happening because of a changing of some way that Gnucash handled the incomes and expenses.
I hope you improve the budget as a whole asp. Because this is a great software that has a great…4 votes -
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).
4 votes -
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.
4 votes -
Dashboard
Create a dashboard which users can customise by choosing some key accounts to populate it with. Ideally the dashboard can be selected to remain on screen at all times and has buttons for going backwards and forwards in time, 1 day, 1 week, 1 month, 1 year
4 votes -
make a Church and Non-Profite account option.
add an account option for Church's and Non-Profits.
4 votes -
Enable searches to be saved.
Saved Searches would enable recurring or complex searches to be re-executed without having to reconfigure them anew. Also, if savable, then specific criteria could be adjusted, like parameters, to perform like searches in various ways, again saving the user time.
4 votes -
reconciliation
Only include transactions up to the reconciliation date. Having transactions with later dates only allows for more errors.
4 votes -
Save report configurations, the style sheets, and general options relating to that db in the db. (Acc period, business name)
Some users want to have multiple gnucash databases and that they be portable. This means that certain options should be saved in or with the .gnucash file.
eg.
1. Accounting period.
2. Currency
3. Saved report configs
4. Style sheets.I would like to completely separate my gnucash databases
But at present gnucash is almost unusable because of the disparity in what is saved to where. It doesnt allow for multiple gnucash files for different organisations.Especially if I am setting it up to be used by someone else eventually.
I set up a report for my club ( images and settings ) - but when I transferred it to a USB drive all the setups were gone. they should be related to the gnucash file - not my user directory.
Some users want to have multiple gnucash databases and that they be portable. This means that certain options should be saved in or with the .gnucash file.
eg.
1. Accounting period.
2. Currency
3. Saved report configs
4. Style sheets.I would like to completely separate my gnucash databases
But at present gnucash is almost unusable because of the disparity in what is saved to where. It doesnt allow for multiple gnucash files for different organisations.Especially if I am setting it up to be used by someone else eventually.
I set up a report for my club…
4 votes
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