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Feature Request

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74 results found

  1. Copy budget value into all budget periods

    When creating a yearly budget with 12 periods it is frequently the case that a specific account will always have a standard amount budgeted.
    I.e. I always want to budget £20 per month for Auto:Parking.
    It would simplify buget creation if there was an option to "populate forward" into all future buget periods either the value from the currently selected period or the value entered into a dialogue box.

    46 votes
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  2. 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.

    5 votes
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  3. provide a means to export transactions

    At present, only accounts can be exported. GnuCash should have an export facility, allowing all the transactions within a selected account (or all selected accounts) to be exported to format such as QIF, QFX or even CSV. There is a third-party Java program that does this, partly. GnuCash should do it well.

    22 votes
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    Thank you for your request. GnuCash 2.6.x supports a simple export of transactions to CSV. For 2.8.x this is being impoved to be able to export transactions in such a way that the exported file can be imported directly into gnucash again (allowing to move transactions from one file to another).

    As for the option to export scheduled transactions together with Export Accounts, please file that as another request. This is another part of the code.
    Thank you.

  4. The ability to save the Export Transaction settings

    It would be nice to be able to save the Export Transaction wizard settings for commonly/regularly used export. I constantly have to set the same settings, select the same set of accounts, whenever I need to use the Export Transactions. For the export period, it would be nice to have an option to just select a month which then picks the 1st day of the month as the start and last day of the month as the end.

    3 votes
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  5. Support PAYe RTI submissions (UK)

    PAYe 'Real Time Information' (RTI) is compulsory submission of payroll information to HMRC in the UK. This looks to be sending a bunch of XML files with a particular format (see http://www.hmrc.gov.uk/softwaredevelopers/rti/index.htm ) whenever an employee is paid. A menu option to submit one or more selected payments, or even just raw values, would be very useful.

    22 votes
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  6. Add an optional Entry Time field to the

    References: https://bugzilla.gnome.org/show_bug.cgi?id=89439, https://bugzilla.gnome.org/show_bug.cgi?id=137017

    Currently GnuCash stores the entry date by setting it to midnight local time then converting it to timezone Z (which is either UTC or GMT depending on the operating system). Changing timezone to the west will change the entry date to the day before.

    This proposal would fix the problem by optionally adding an Entry Time field to the Register, with a default time of 1100Z. That default would maintain the same date for all timezones from New Zealand Daylight Time (Z + 13 Hours) to Z -11. TZ Z-12, which affects very few people, would…

    6 votes
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  7. Add a comparator index to stock/fund reports

    Although it is helpful to generate a report that shows your stock/fund is up 5%
    for the year, it is also very important to be able to compare it to an
    appropriate index which may show that most stocks/funds of that type are up
    10%. Index information could be obtained using the Security Editor and the
    Price Editor but there does not appear to be any way to generate a report that
    will plot the two values on the same graph.

    Recommendations:
    1. On the Price Editor screen, change the label "Namespace" to "Type" so that
    it matches the label…

    20 votes
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  8. Lazy report/chart generation during startup

    When one does not close report/chart tabs before exit, next start up all reports/charts are regenerated during the startup. It dramatically slows down startup.

    I suggest to implement lazy report/chart generation. Meaning the report/chart is calculated when it needs to be displayed, so during startup only if it is selected tab or later when user switch to the tab with report/chart.

    17 votes
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  9. Add a "GO TO" shortcut

    I find it somewhat slow to navigate from one account to another.

    It would be nice to have a shortcut that pops a little window listing accouts and a filterbox.

    Typing down a few chars would narrow the selection and then you can use the arrows to select and then push enter...

    3 votes
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  10. Easy account selection.

    When selecting an account in a transaction to change it or make it new it would be lovely to have a window popup (via a button-click) that opened a list of accounts. Non placeholder accounts would have a check-box and clicking the okay button would apply the checked account/s to the transaction. Multiple boxes would create multiple splits where all you have to do is fill in the amount.

    Thanks!

    3 votes
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  11. Transaction Report - Trend Analysis by time intervals

    The customisation of transaction report is a really useful feature but it does not allow users to do a trend analysis over a period of time. Currently I can configure the transaction report by selecting the accounts that I want to include and also select the time period but there is no feature to select the time interval for a given time period. For example if I want to analyse how my expenses are trending on a monthly basis for the current financial year I have to run individual monthly reports. It would be really useful to have an…

    3 votes
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  12. business part payments

    Occasionally, I pay part of a monthly business statement bill of materials. In the menu Business-Vendor-Process Payment, I would like an option to see a list of un-paid bills, then select each bill that I wish to add to the value of payment.

    3 votes
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  13. Job report & Expense on job

    I would like to see a report that could show the income and expenses for any specific job. Another thing I like to see is an easy way to enter "job expenses". If you just add a job selection dropdown list box, while entering expenses, that would be so nice and easy.

    13 votes
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  14. Bulk Change Income and Expense categories on QIF import

    When importing files from QIF, accounts and sub accounts are broken out individually. It would be a good feature to have the ability to group select or move accounts and sub accounts to a different place in the account hierarchy all at once.

    Example:
    Auto -> Expenses:Auto
    Auto:car1 -> Auto:car1
    Auto:car2 -> Auto:car2
    Auto:car3 -> Auto:car3

    I would like to be able to select the car1/2/3 sub accounts and move them under the Expenses:Auto account as a singular action during the import setup.

    2 votes
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  15. Show the custom reports in a submenu for one-click access

    The custom reports currently require at least 4 clicks in order to access:
    * Click Reports
    * Click Custom Reports
    * Select the report and click Run

    It would be slick if the custom reports could populate a submenu, with an option at the bottom, Show All, which would bring up the current custom reports dialog.

    Custom Reports
    -> My 2-year expense report
    -> My 2-year profit report
    ----------- (divider)
    -> Show All

    3 votes
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  16. Add setting for reports location.

    Would love to be able to save reports to a specific folder, preferably one associated with the account file the report applied to. So when working on an account only the 'saved reports' applicable to that account would be available thereby reducing clutter when selecting a report to run. It would also simplify sharing the account and reports with other users.

    9 votes
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  17. 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…

    4 votes
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  18. Save read-only status in the "recent" entries

    when you use "open" you can specify "read-only" seems to work fine but... it looks like its not saving that in the "recent" entries. which means you need to redo all the path all-over again every time with the open if this would be saved with the "recent" entry it would be very very nice. Also along those lines . it would be nice to document that to create a read only access you need to "grant" insert update and delete to db.gnclock and select to db.*

    3 votes
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  19. Change DBI test for mysql to allow proper read-only

    Currently Mysql DBI back-end requires too permissive "grants" on database. There is a Read-only tick-box but it seems to require Update, insert and delete on database. also "locking" is achieved trough a table in said database where-as mysql already has "locking" facilities for its tables. i would like to be able to add a Select+execute only user so i can say give access to an accountant without giving write access...risking data corruption by 3rd party.

    3 votes
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  20. Add projection capabilites to accounts

    Target is to project the balance sheet and the income statement into the future based on projected accounts.

    Each account should allow to enable a "projected value".
    Default value is 0.
    Options are (at least):
    Constant value.
    Based on average of last N (default: 1) months / accounting periods average increased by a factor of x (default: 1) each period.

    Correpsonding reports need to be established, e.g.:
    -Projected Account Values: Shows value of selected accounts as projected for each projected period (each account one row, value in columns)
    -Projected Income Statement / Balace Sheet: As above, could be created…

    9 votes
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