Feature Request
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79 results found
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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 -
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 -
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 -
1 vote
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option to change a automatic split transaction when entering a new transaction
If i had previously entered a transaction as a split, the next time I enter the transaction it automatically comes up again as the last entered transaction. This is nice in some situations however, do not always want this feature. If have a split one time, I do not necessarily want the same split on the next entry. This seem to be the most irritable with splits, but it may apply to other straight entries as well. Can there be an option to decline the suggesting entry or possibly select a different entry other than what is automatically generated?
3 votes -
Simultaneous OFX download for multiple accounts
Currently GNUcash requires manual selection of the OFX download action for each account individually- even though it allows you to store the login credentials. Then the user is forced to decide what to do with the downloaded transactions immediately.
This workflow might be intuitive for personal home use (though still not convenient) where the user likely has a very small number of accounts. It is very unintuitive for businesses who might maintain a large number of accounts.
A more convenient workflow would prompt the user for how they would want to deal with unmatched transactions on download. (ex: discard,…
7 votes -
Emphasise the concept of gc data-files != gc program-file
On the mailing lists, it seems that many users do not understand the concept of having data stored in files:
- "How can I backup my data?"
- "I Wanted to start over and reinstalled GC - but the data is still there."
- "I did $SomethingFromFileMenu an now all my data is gone."IMHO this would get better if users understood that their data is stored in files just like their office documents.
This could be achieved by changing the startup-behaviour:
When gc is started with no explicit file as an option, gc should present a dialog with the…3 votes -
Add an option for alternate register background colors by account type
Add an option under Edit > Preferences > Register > Graphics to use different register background colors for each of the top account types, i.e. for assets, liabilities, income, expense and possibly equity. Colors might be selected from the Pantone color chart or other non-proprietary chart. Colors should be selected to be visibly different even to persons who are color blind. This is intended to be a program option, not to be confused with the existing Use System Theme Colors option or the very obscure Style Sheet feature.
6 votes -
Make the need for ALPHAVANTAGE_API_KEY env var (or preference) clear while setting up
I was setting up multi-currency and just quickly followed the instructions that came up. It failed. Turned out I needed an Alpha Vantage API Key in order for it to work. I didn't find this out until I went deep into the trouble-shooting docs even though this is apparently a basic requirement.
If this is a requirement, when someone is setting up multi-currency include that as a step and ask them to enter it at that time.
WHERE I LOOKED IN DOCS: Section 9.6.3 where it says this:
Run Install Online Price Retrieval which can be found in…
1 vote -
Include Accounts for Online Action - Issue Transaction - Template
I can add all the details for an Online transaction. I can store the details in a template to use the same transaction the next time. However, if I make the online transaction from the template I have to manually select the referring accounts.
I suggest that the accounts to which the transaction is to be booked to are stored with the template and as an otion may be detected by the Bayes algorithm. That saves every time to think about to which accounts the last booking of that typpe has been made to, (This may be only a feature…
1 vote -
assign transaction as payment using invoice number
Hello,
If I am in a bank account and want to assign a transaction an invoice payment, I need to do the following:
1. Right-click the deposit and select "assign as payment."
2. Look up the client using the "process payment" window
3. Select the invoice(s)
4. applyIf you removed step two, it would be a massive upgrade in usability. Ideally, when the "process payment" window opens, I can type the invoice number directly into a field there, as opposed to trying to find the client first
1 vote -
Add 'Memo' (Notes) to list of choices of columns for .csv import
I use GnuCash 2.4.11 on Windows. Currently, the choices available for the columns in GnuCash .csv import are 'Date', 'Description'. 'Balance', 'Deposit', 'Withdrawal', and 'Num'.
The 'Generic import transaction matcher' has a column in 'List of downloaded transactions' for 'Memo', but predictably is always blank since there is no discernable method of selecting a .csv column for 'Memo'. I am assuming that 'Memo' is the same as 'Notes' displayed when using 'Double Line' display for an account.5 votesThe csv import has been reworked fairly intentensively in the current development branch. In gnucash 2.8 it will be possible to select both a memo column and a notes column. This version is currently expected for release early 2018 as other major changes are being implemented still.
Thank you for your request. Feel free to submit additional requests.
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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 -
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 -
add more options to semi-monthly scheduled transactions
I have a payment that comes in on the 1st and 3rd Wednesday every month. The semi-monthly option in SX doesn't have the option to select these days, so I have to schedule two separate monthly transactions. Can you add the same options from monthly to semi-monthly? I'm using version 4.8 via flatpak.
1 vote -
Add an option to modify default selected accounts for reports
Whenever I create a new report, I always have to go into the report options and modify the accounts to display to get a meaningful report. It would be nice to be able to save a new default.
Specifics:
Currently the default accounts to display for a Cash Flow report are those located under: "Assets" and "Imbalance". That shows my income just fine, but the expenses are less meaningful. I always need to manually add "Liabilities" and "Transfers" to show details about where I spent money with my credit cards.2 votes -
Add support for multiple-step Income Statements
I have fully described the need in https://bugzilla.gnome.org/show_bug.cgi?id=765375.
I could add that I have found a workaround for representing taxes in a way that allows me to choose whether my income statement shows net income and net taxes with payroll tax deduced from both, or gross income and gross taxes with no sign of payroll tax in the report. I do this by first accumulating payroll tax as negative income, then adding special year-end transactions, and finally choosing whether to do case sensitive filtering or not when I run the Income Statement report. This method, however, does not scale…
1 vote -
Pre-fill descriptions in post invoice dialog box
When posting an invoice the user is prompted to enter the post date, due date, transaction number and description/memo.
This idea is to pre-populate the description with data already entered in the invoice details. Users would be able to select invoice data, vendor name/number, invoice number, due dates, job name, customer name/number, customer charge back, billing ID etc etc
This pre-populating will reduce data entry when posting the invoice to the general ledger
1 vote -
Default the Post To account in the invoice payment dialog to the same account listed in the invoice
When I pull up an invoice for a vendor or customer, the invoice shows the account it is posted to, usually an AP or AR child account. However, when I open the payment dialog, the Post To account defaults to AP or AR and I have to remember to manually select the correct account.
The payment dialog should pull the same Post To account from either the associated invoice (It knows the number, so it knows which invoice it is) or the vendor/customer record.
1 voteGnucash 2.6 has been available for some time now with this improved feature. Thank you for your request.
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Pre-check outstanding items in reconcile window
The reconcile function asks for a date/value before showing the reconcile window.
If there are a large number of items to reconcile, it is painful to click each item and check it off (even if using the arrow keys/space bar)
Can the reconcile window "pre-check" all the items up to the date the user has entered? This allows the user to unselect a smaller number of items that are not part of the reconcile, instead of selecting a large number that are.
For example: I get a bank statement from my bank. I enter the some of items…
3 votesThe request to pre-check fully automatically will not be implemented however because it is backwards from a typical reconcile scenario and would confuse way more users than it would benefit.
The above workaround can be used by those who wish to work the other way around.
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