Feature Request
Welcome to the GnuCash “New Feature Request” forum.
Please review/search the existing requests before posting a new request.
- or
80 results found
-
Separate the price history file from the data file so multiple sets of accounts can use common history
If the price history were stored seperately to the company accounts data it would ensure integrity of price history accross different entities (ie all your entities are using the same price for a security on any given date). This wouls also mean that prices only need to be updated once (instead of once per data file). In addition the structure required for the price history databse would be far more simple, potentially allowing direct enty into the database from external programs (eg to populate price history).
3 votes -
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…
8 votes -
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:car3I 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 -
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…
1 vote -
Allow multiple currencies/securities in QIF imports
It would be great if QIF imports could handle multiple currencies/securities in different split transactions.
My actual use case is to create a stock transaction that contains some split transactions due to tax withholding, regulatory fee, commissions.
Currently QIF investment transactions do not support split categories, so I could not use QIF investment transactions to represent the desired transaction.
Currently the normal QIF bank/split transactions do not support different currencies/securities in different splits so I could not use that either.
OFX format does not support split transactions either.
It seems only the CSV import supports my use case now.…
3 votes -
Please support kmymoney import
kmymoney seems to be unmaintained (latest release is almost 3 years old) so I guess many users are trying to migrate to gnucash, but there is currently no easy way to do that. Exporting to QIF means converting a double-entry database to a single-entry, and back to double-entry thus losing a lot of information. I'm willing to donate $50 for this.
Thanks in advance
3 votes -
Add buttons to navigate between online price retrieval and security editor
Adding securitites and setting up online price retrieval can involve a lot of clicking to switch between the retrieval tool and the security editor. Please add a button "Retrieve prices now" to the window allowing to edit/create securities. And add a button in the retrieval tool "Edit Security" for existing ones when selecting the security.
1 vote -
import corect currency with qfi (android <> linux)
I imported qfi from android to ubuntu, ant i get different amount of money, because i have on android zlotys . In ubuntu i get that amount of cash EUR.
3 votes -
Categorize multiple transactions at once
It would be nice if I could select multiple transactions at one time to assign them to a single category.
Example 1: I frequently import lots of data (via QIF) at once and don't have time to categorize everything during the import process, so I want to be able to go through later and quickly categorize. It would be much faster if I could, for example, select all of my restaurant transactions at once and then categorize them all with a few clicks.
Example 2: For my business trips I create a single account for each trip. There is no…
107 votes -
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…20 votes -
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 -
'Install Online Price Retrieval for GnuCash' gives many errors when tried on a Windows 10 PC. Don't know where else to report a problem!
'Install Online Price Retrieval for GnuCash' gives many errors when tried on a Windows 10 PC. Don't know where else to report a problem!
1 voteThis is no idea.
At first read wiki.gnucash.org/wiki/Online_Quotes. If that does not solve your issue continue with https://wiki.gnucash.org/wiki/Bugzilla!
-
Bonds are quoted as %. Please add the possibility to divide the retrived quote by 100 on some bonds.
Many European Bonds have quotation base on 100 units (%). Yahooeurope for example offers price referred to single unit for stocks and price referred to 100 units for bonds. It would be nice if the price editor would have the possibility to divide the price retrived by Finance::Quote by 100 (or some other value). Finance Quote cannot do it because it operates on a source base (es Yahooeurope) and does not know if it is a bond or a stock.
Thank you for all your great work.6 votes -
allow multiple select in generic importer
It would be great if you could highlight multiple transactions when importing an OFX file, and assign the same account (and action) to them all at the same time. This functionality currently exists in the QIF importer, but not in the generic importer.
19 votes -
Split transaction when importing
GnuCash can already remember which account to use to balance the transaction when importing. I think it is remembered based on the description column. I would like GnuCash to remember if it was a split transaction and if possible the percentage to use. Quicken already does it.
21 votes -
Enhance Online Bank Transactions Workflow
I use Gnucash für almost five years now for my private finances as well as for my company's. It's the best open source accounting software available. Thanks a lot for that!
Observing my personal workflow I realise that I spent most of the time in the online transactions tool inputting the accounts to be booked in. Although the Bayes algorithm is kind of a help here, it could easily be saved a lot of time with a few alterations.
Some ideas on that:
I. New online transactions import dialog.
It contains just one transaction at a time (instead of all…9 votes -
Easy sinc Android and PC
I can find how easy import all data from ubuntu to android
3 votes -
Allow for importing Foreign Transactions Fees after the main transaction.
This applies to importing transactions from OFX files.
My bank posts a foreign transaction and I import it using a .OFX file into gnucash. However later - like one month later - they go back and add the foreign transaction fee. I then download another OFX file that has both the original transaction as well as the fee. At this point gnucash does not import anything and says that all the records have already been imported.
I can work around. If I delete the existing transaction from gnucash and do the import again, it works as expected, with…
1 vote -
Connect to banks using the Saltedge Spectre API
An alternative (and free for most cases) bank connections could be done with https://docs.saltedge.com/account_information/v5/#quick_start .
The project https://github.com/firefly-iii/firefly-iii currently have this implementations and it works perfectly, but FireFly III features are quite reduced. In fact, at the docs suggest GNUCash when a more complex financial app is required (https://firefly-iii.readthedocs.io/en/latest/support/features.html) :)Please consider adding this api to automatically obtain the back transactions. The api is well documented and quite simple to connect.
https://docs.firefly-iii.org/en/latest/import/spectre.htmlThank!
9 votes -
Update Internet Banking support
Suggestion: gnucash needs online bank support since OFX Direct Connect is generally not supported anymore.
Short Proposal: Use Plaid (non-free service) to import transactions from all online banks.
Technical Details:
1. Plaid Server - Develop a FOSS self-host server which integrates with Plaid and presents an API for downloading transactions.
2. Extend gnucash to integrate online banking import with the above Plaid ServerPlaid Server Details:
- Configured to use one set of Plaid credentials
- Provides an interface for users to log in and connect their plaid accounts.
- An endpoint for retrieving connected accounts
- An endpoint for…3 votes
- Don't see your idea?