80 results found

1. User-defined fields/attributes

   Please enable users to define their own fields/attributes for transactions, transaction splits, accounts, customers, employees, invoices, jobs, orders, prices...

   With a custom fields I could solve (or at least workaround) the following issues described in separate threads:
   - transaction classification
   - add the ability to attached scanned images to invoices
   - point of sale
   - link any transaction to "the other party"

   And more:
   - I could fill-in bank account number of the other party at bank account transactions - and can later search according the bank account
   - make notes to the transactions (it's a good idea to make more extensive notes to complex transactions so as you could remember later what was going on)
   - and more

   Please enable users to define their own fields/attributes for transactions, transaction splits, accounts, customers, employees, invoices, jobs, orders, prices...

   With a custom fields I could solve (or at least workaround) the following issues described in separate threads:
   - transaction classification
   - add the ability to attached scanned images to invoices
   - point of sale
   - link any transaction to "the other party"

   And more:
   - I could fill-in bank account number of the other party at bank account transactions - and can later search according the bank account
   - make notes to the transactions (it's a good idea to… more

   100 votes

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2. 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 Server

   Plaid 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 retrieving account transactions

   Gnucash Details:
   - A new option to "Connect with Plaid" in the existing online banking menu
   - Menu asks for connection to plaid server, may default to a community server
   - Redirects user to a web browser to set up their account and link accounts via Plaid
   - Returns to gnucash with user account token, gnucash saves this for future plaid connections.
   - Gnucash uses accounts and transactions APIs to download transactions and import using the existing import flow.

   I'm willing to do this work if the community thinks it's feasible. I'm also willing to operate and manage a common server, but I would want users to pay a small fee to cover hosting and plaid costs.
   I would appreciate any pointers on where to look in gnucash's source code for existing online banking code.

   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 Server

   Plaid 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… more

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3. Export Scheduled Transactions

   I want to export the scheduled transactions so when I export the accounts into a new (year end) gnucash file I may then import al of my scheduled transactions as well. I like to start with a clean register each year.

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4. The way taxes are shown on business invoices.

   In printing business invoices the item includes tax but the total does not. It should be the other way around.

   this is an example of how it should be done (or at least how it is done in the US).
   item, quantity, price, tax, total
   shoes| 1| $40| $2.64| $42.64

   this is an example of how it is now
   item, quantity, price, tax, total
   shoes| 1| $42.64| $2.64| $40.00

   I'm not sure why the invoicing is done this way but my feeling is it probably has something to do with the difference between US and European taxing systems.

   3 votes

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5. renaming rules or list

   When importing transactions in QFX format, create renaming rules that, once created, automatically change the payee name to a "friendly name" of your choosing, so that when "CITY, ST, 9999, WAL-SAMS Wal Su" comes in, it is always recognized in imported simply as "Walmart"

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6. Reassociate already existing transactions with a bill/invoice

   For example, you have a bill or invoice and payment relating to it gets recorded by some method other than the Business, Process Payment options, perhaps as a result of importing bank data. Rather than deleting the transaction and remaking it through the Business menu, why not just click some option to reassociate it with the invoice/bill, and let it mark that invoice/bill as payed if it's for the right amount. This can be a real time saver when you have a large number of transactions like this.

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   completed  ·  Admincstim (Core Developer, GnuCash) responded

   Implemented in SVN trunk, r21383.

7. Streamline Scheduled Transactions Handling

   Current 'Since Last...' is awkward at best. There is no visible mechanism to enter a transaction early, and postponing transactions does not always work right and the setup requires going through three pages, none of which show all the important variables.

   19 votes

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8. implement EU based VAT reports, including EU reverse charge and means for it.

   EU is getting bigger and bigger. VAT reports are obligation of any VAT registered business. Small differences are from country to country, but VAT reports are really required. One has to implement the means or methods of preparation for such VAT reports and the VAT report itself, including the EU reverse charge report.

   Implementing the recognition of countries is important. If the company is within EU, there shall be an automatic distinction between the EU companies outside of the local country and local country companies and non-EU companies, as that is required in VAT reports.

   INTRASTAT as well.

   18 votes

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9. Preserve Audit Trail: Option to disable modifying or editing reconciled transactions.

   A journal entry should not be changed once it is written. One is supposed to write a correcting entry. This shows the error and the correction clearly. When journals were done by hand with ink pens one could be confident that one had a true record but with digital programs that is not the case. I know most programs allow you to go back, but that damages the audit trail. I'm suggesting a option to disable editing of entered and or reconciled transactions. Additionally one could have an option to show what entries had been changed. Finally one could have a option to turn off editing that would be permanent. Once set one could be sure no one edited the journals.

   I think this is really important to use this for business. Another reason to have the feature is if an inexperienced user just happens to edit entries by mistake thinking they are entering a new transaction. That has happened to me.

   Thanks for voting yes for this suggestion. :)
   Regards,
   Grant Rostig
   Austin, Texas

   A journal entry should not be changed once it is written. One is supposed to write a correcting entry. This shows the error and the correction clearly. When journals were done by hand with ink pens one could be confident that one had a true record but with digital programs that is not the case. I know most programs allow you to go back, but that damages the audit trail. I'm suggesting a option to disable editing of entered and or reconciled transactions. Additionally one could have an option to show what entries had been changed. Finally one could have… more

   18 votes

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10. Automate setup for reconciliation

    As introduced in this thread: http://lists.gnucash.org/pipermail/gnucash-user/2004-November/011977.html

    I see no reason reconciliation cannot utilize the already existing code used for walking users through finding duplicates in QIF imports. Reconciliation is all about finding duplicates in order to identify lone transactions.

    Having gnucash import a QIF, identify likely matches, then prompt the user whether to mark Reconciled is far faster and more efficient than the current system of my printing out my bank statement and manually checking off each transaction on paper switching back and forth to the gnucash reconciliation screen to click on the matching transaction.

    And the code is already there!

    As introduced in this thread: http://lists.gnucash.org/pipermail/gnucash-user/2004-November/011977.html

    I see no reason reconciliation cannot utilize the already existing code used for walking users through finding duplicates in QIF imports. Reconciliation is all about finding duplicates in order to identify lone transactions.

    Having gnucash import a QIF, identify likely matches, then prompt the user whether to mark Reconciled is far faster and more efficient than the current system of my printing out my bank statement and manually checking off each transaction on paper switching back and forth to the gnucash reconciliation screen to click on the matching transaction.

    And the code is… more

    3 votes

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11. Add item count in the split

    Another improvement which could simplify GnuCash usage is item count in the transaction. When I am buing N items of the same kind in a single transaction I can create N splits (which is not very convenient) or use one split and lost possibility of price tracking.

    Things are even more complicated when I want to track price of petrol for example. The only way to do this is to create Petrol account ('currency' of this account is litre) and transfer from Cash through Petrol to Expenses.

    Probably this 'special account' approach is the only one that fits double entry accounting. On the other hand, adding item count doesn't seem to be against GnuCash concepts.

    Another improvement which could simplify GnuCash usage is item count in the transaction. When I am buing N items of the same kind in a single transaction I can create N splits (which is not very convenient) or use one split and lost possibility of price tracking.

    Things are even more complicated when I want to track price of petrol for example. The only way to do this is to create Petrol account ('currency' of this account is litre) and transfer from Cash through Petrol to Expenses.

    Probably this 'special account' approach is the only one that fits double entry… more

    2 votes

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12. Support cheques/checks

    Cheques are grouped into cheque books. Cheques are written, cashed or void (I made a mistake when writing it, so ripped it up). When all cheques in a book are cashed or void, that book becomes less important to me.

    When cheques are written they have a created date of the date they are written (actually there could be two different dates here - the date I wrote it and the date it's for, in case I write a future-dated cheque). They have a cheque number (that relates them to other cheques in the same book), plus a description field - relying on part of the description field to be the cheque number is probably not good enough for the link to the book.

    A written cheque will have a transaction date that is always today i.e. an extra date that floats later and later. The transaction date stops moving later when it matches with a transaction that I enter or import. At this point its status changes to cashed. Or I could give up on a cheque and mark it as void (or some other status like stopped or abandoned).

    I'd like to see easily all written but not cashed cheques, and which books still have written but not cashed cheques. Manually bumping the transaction date later and later is possible but code could easily do that for me.

    Cheques are real world entities that users expect to see reflected in their finance system (like statements, which is the subject of another request).

    Cheques are grouped into cheque books. Cheques are written, cashed or void (I made a mistake when writing it, so ripped it up). When all cheques in a book are cashed or void, that book becomes less important to me.

    When cheques are written they have a created date of the date they are written (actually there could be two different dates here - the date I wrote it and the date it's for, in case I write a future-dated cheque). They have a cheque number (that relates them to other cheques in the same book), plus a description… more

    6 votes

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13. Support XBRL standards (SBR)

    Support the new XBRL digital format standard.

    https://en.wikipedia.org/wiki/XBRL

    XBRL is widely used, and even mandatory now a days by the authorities and government. In The Netherlands for example they force you to use SBR (Standard Business Reporting). SBR is also based up-on the XBRL.

    https://en.wikipedia.org/wiki/Standard_Business_Reporting

    Standarizion gets more and more important. If GnuCash does not agree with focusing on digital standards, I do not see a good future.

    Kind regards,
    Melroy

    12 votes

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14. Improve transaction matching

    When importing QFX: does not seem to account for the check number. Matcher does not show check number detail, so if I have multiple checks with the same amount, it's really hard to match things up. Also, if I choose "U+R", it overwrites my check descriptions with generic description from the QFX. Would be nice to just update the date and perhaps amount, if needed, but leave the original description. Also does not seem to want to match to anything older than about 2 months (Someone held the check for awhile.)

    11 votes

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15. implement a DATEV-Export for tax accountant/advisor (German)

    Normaly I book everything and then I give the Datev-Export-Files to the tax advisor which imports these files into his programm. So he can work with my data.
    http://www.datev.de/portal/ShowPage.do?pid=dpi&nid=115908
    http://www.datev.de/portal/ShowPage.do?pid=dpi&nid=16111&stat_Mparam=int_url_datev_schnittstellen

    9 votes

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16. Individual codes for invoice items

    I'd like to be able to type in a part number to add line items to each line for an invoice. Currently, we type in the description field, and if we've entered that item before, it may pre-fill out the field - however, if I have multiple items with descriptions that are similar - I'd like to have the option of just putting in a shorter version of the item into the invoice (i.e. instead of typing every bit of: "Radish, Red Rambo (quart)" every time - I'd like to assign a part number to it,a nd have it already know my description, price, etc.

    I'd like to be able to type in a part number to add line items to each line for an invoice. Currently, we type in the description field, and if we've entered that item before, it may pre-fill out the field - however, if I have multiple items with descriptions that are similar - I'd like to have the option of just putting in a shorter version of the item into the invoice (i.e. instead of typing every bit of: "Radish, Red Rambo (quart)" every time - I'd like to assign a part number to it,a nd have it already… more

    3 votes

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17. 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 --… more

    4 votes

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18. Listing and entering transactions with ascending date from bottom to top

    In GnuCash, transactions are listed from top to bottom with ascending date, i.e. new transactions are always entered at the bottom of an account.

    By idea/request is to optionally have it the other way around, i.e. it should be possible to enter new trasactions at the top of the list of an account, and have the new entries above the older entries.

    Reason: all other tables I use for my finances (bank and credit card statements, etc) have the newest transaction always added on top of the list. This is in Japan. And in the long run it drives me plain crazy, especially if I have to type in (copy) lists of transactions into GnuCash, which I can not import and have to copy by typing. Also, when comparing lists side-by-side.

    In GnuCash, transactions are listed from top to bottom with ascending date, i.e. new transactions are always entered at the bottom of an account.

    By idea/request is to optionally have it the other way around, i.e. it should be possible to enter new trasactions at the top of the list of an account, and have the new entries above the older entries.

    Reason: all other tables I use for my finances (bank and credit card statements, etc) have the newest transaction always added on top of the list. This is in Japan. And in the long run it drives me… more

    3 votes

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19. Sort top level accounts as Assets, Liabilities, Equity, Income, Expense, No-Top-Level.

    Traditional accounting sorts accounts in the order shown in my subject line. The Capital accounts, Assets, Liabilities and Equity sort at the top, in that order, and the income and expense accounts follow. This division supports the idea that income and expense close into capital at the end of the fiscal year.

    I go nuts looking for Liabilities since it's at the bottom.

    This sort order should appear in the accounts tab, the parent account field in the new account/edit account dialog, the transfer-account dropdown in the register, in import allocation, and anywhere else that the chart of accounts appears.

    Anybody who has done accounting anywhere else will be more familiar with that sort order than alphabetical.

    Within the top levels, alphabetical should be OK.

    If it's thought that this will inconvenience existing users, perhaps an option could change the top level sort order.

    Traditional accounting sorts accounts in the order shown in my subject line. The Capital accounts, Assets, Liabilities and Equity sort at the top, in that order, and the income and expense accounts follow. This division supports the idea that income and expense close into capital at the end of the fiscal year.

    I go nuts looking for Liabilities since it's at the bottom.

    This sort order should appear in the accounts tab, the parent account field in the new account/edit account dialog, the transfer-account dropdown in the register, in import allocation, and anywhere else that the chart of accounts appears.

    … more

    3 votes

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20. Sync desktop to the app

    How to sync the desktop to the app: import structure and also the transactions.
    First go to desktop and do save as and save as an xml file ex: Business.xml
    Copy that file to the phone, for samsung android, my file explorer works very good.
    Now go to the phone app and do settings/accounts/import xml file.
    Nothing will happen.
    Next go to the app and select Open and browse to the place the xml file was saved, select it and open. It will then say importing xml.
    All structure and also all transactions will appear.
    And that is how you get your entire desktop file and with all transactions into the phone app.

    It's very convenient to have all transactions on the app as well ... one can then refer back if needed and also see current balances for cash accounts as transactions are made.

    And I presume the reverse also will work, export from the app as a file then import and open in desktop to update that as well.

    I am using gnucash 2.6.7 on win XP and the latest app on Samsung S5 Android 6. Maybe Gnu cash can add this idea to their help file on the app. At any rate it worked for me, my app now has all structure and also all current transactions in it. Took 30 seconds to do.

    How to sync the desktop to the app: import structure and also the transactions.
    First go to desktop and do save as and save as an xml file ex: Business.xml
    Copy that file to the phone, for samsung android, my file explorer works very good.
    Now go to the phone app and do settings/accounts/import xml file.
    Nothing will happen.
    Next go to the app and select Open and browse to the place the xml file was saved, select it and open. It will then say importing xml.
    All structure and also all transactions will appear.
    And that is… more

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