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80 results found

  1. Customizable home page and calendar (Page d'accueil personnalisable et calendrier)

    Have a home page giving a quick overview of what is important to us. This is why it must be customizable;

    A calendar for the expenses paid and the due date thereof;

    Have more import format for bank data,

    Thank you! And good day!

    Gilles

    Original:
    Avoir une page d'accueil donnant un vision rapide de ce qui est important pour nous. Ce pourquoi elle doit être personnalisable;

    Un calendrier pour les dépenses payées et l'échéance de celles-ci;

    Avoir plus de format d'importation pour les données bancaires,

    Merci! Et Bonne journée!

    Gilles

    1 vote
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  2. allow deletion of the corresponding double entry

    If you delete a transaction you should have the option of deleting the corresponding double entry especially as gnu does not support multiple edit/delete.

    As i had mistakes in an account and gnu doesn't support multiple edit i though it would better to delete an account and the transactions. But now I have a compunded the issue - all the double entries are now left in multiple places which i can't multiple select and delete - it's one by one (and by mouse not keyboard).

    Without multiple edit or delete gnucash is a one way, perfect first time entry on…

    1 vote
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  3. Make currently open tab the default account when importing qif files

    Add an option to set the gnu cash account to the current account tab when importing .qif files

    1 vote
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  4. CSV debit/credit field

    Mint exports CSVs with an always positive "Amount" field and a separate "Transaction type" field with values in ["debit" "credit"]. There is no way of importing correctly with the currently available fields

    3 votes
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  5. Record capital gains in currency A for a stock traded in a different currency B

    I have been trading NASDAQ and NYSE stock denominated in USD via an european broker accound where I hold my cash in EUR.

    When buying or selling a stock in USD, a currency exchange is performed, so the whole buy/sell cycle looks EUR->USD->STOCK->USD->EUR.

    Thus, between buying and selling a stock lot, I may have a certain gain in USD, but a different value, even maybe a loss in EUR, due to EURUSD having fluctuated during the holding period.

    in the STOCK denominated account, when accounting the sale, I would like to record theCapital gain/loss Income in Euro and the sale/purchase…

    1 vote
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  6. Add user levels access (username/password), Setting MySql or Postgresql Database

    Need user level access, with username and password.

    Need database setting, for administrator only, not for all users. This is very important, to make database secure from all users access.

    Thank you

    3 votes
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  7. Decode UBS Swift MT940 Transaction Codes

    UBS implemented their own transaction codes into the swift transactions at the beginning of the comment tags (:86:)
    It would be nice if Gnucash imported those information as well for the UBS related imports of mt940 files.
    Info on the additional SAP codes:
    https://www.ubs.com/ch/en/swissbank/business_banking/kmu/cash_management/electronical_payments/keydirect/buchungstextcode.html
    and here is the list in german, english french and italian:
    https://www.ubs.com/ch/en/swissbank/business_banking/kmu/cash_management/electronical_payments/keydirect/buchungstextcode/_jcr_content/par/linklist_946e/link.803814108.file/bGluay9wYXRoPS9jb250ZW50L2RhbS91YnMvY2gvc3dpc3NiYW5rL2J1c2luZXNzX2JhbmtpbmcvNzA3OTBfQnVjaHVuZ3N0ZXh0Y29kZXRhYmVsbGUucGRm/70790_Buchungstextcodetabelle.pdf

    3 votes
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  8. make it easy to switch from Quickbooks.

    Because Quickbooks is pushing all of their customers to moving toward the cloud based system that does not work well at all, I already know many businesses and individuals who want to switch. The biggest obstacle for them doing it is the impossible task of getting any historical data and transactions imported from their existing books into GnuCash...

    3 votes
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  9. OFX Importable number of characters for NAME is too short

    OFX Importable number of characters for NAME is 32.
    But it is 10 at multibyte language.(1 character == 3 bytes at multibyte characters on UTF8)
    Isn't it extended?

    example patch for libofx

    --- inc/libofx.h.in~ 2011-04-17 02:10:20 +0900
    +++ inc/libofx.h.in 2013-03-25 18:50:29 +0900
    @@ -70,7 +70,7 @@
    #define OFXACCOUNTIDLENGTH (OFXBANKIDLENGTH + OFXBRANCHIDLENGTH + OFXACCTIDLENGTH + 1)
    #define OFX    ACCOUNTNAMELENGTH 255
    #define OFXMARKETINGINFOLENGTH (360 + 1)
    -#define OFX    TRANSACTIONNAMELENGTH (32 + 1)
    +#define OFXTRANSACTIONNAMELENGTH (96 + 1)
    #define OFX    UNIQUEIDLENGTH (32 + 1)
    #define OFXUNIQUEIDTYPELENGTH (10 + 1)
    #define OFXSECNAMELENGTH (32 + 1)

    1 vote
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    1 comment  ·  Admin →
    completed  ·  Admincstim (Core Developer, GnuCash) responded

    Thanks for the patch. Indeed, the libofx library should allow larger field lengths. In fact, the source code of libofx shouldn’t rely on fixed maximum field sizes anyway, but currently the source code still does it. Sorry for that.

    Your patch is now in the libofx git repository so that it will be in the next release, libofx-0.9.6. Unfortunately, I’m not its maintainer (but Benoit is), so I can’t tell when there will be a release.

  10. Ignore dummy split in memorized transaction for proper calculation of exchange rate and Trading Accounts

    At the moment, memorized split transaction works perfectly if it involves a pair of regular accounts (and a pair of trading accounts).

    However, in the case of stock dividend entry, another dummy split will be needed to indicate the relevant stock for proper reporting in Advanced Portfolio. For example:

    Asset\Citibank\USD 100.00
    Trading\Currency\EUR 92.00
    Asset\Stock\ABC
    Income\Dividend 92.00
    Trading\Currency\USD 100.00

    Due to this extra split, the exchange rate windows won't popup to calculate the equivalent amount for the other account as well as the trading accounts.

    It would be nice if some extra logic could be added in processing the memorized transaction…

    1 vote
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  11. Asset Allocation

    I am surprised to see this wasn't requested before and would like to be brief initially.
    One feature I really need as a part of the financial software package is Asset Allocation. There is a lot written on the concept and basically means we assign each investment (stock/etf or other) to an asset class. Then we assign a percentage this asset class should be allocated out of our overall portfolio.
    Updating prices allows us to see how asset class allocations move and how much are they offset from out desired allocation.

    I have the idea implemented in Money Manager…

    3 votes
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  12. Provide support for importing historic stock quotes

    Quotes are now downloaded through the perl libary Finance::Quote. I would appreciate the ability to to download historic quote information (through Finance::QuoteHist, for example) so I can better see (for example) net worth accurately over time. Timespans could be typed or selectable via calendar widgets, and existing quote data be ignored or overwritten if data exists on any particular date.

    1 vote
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  13. transaction status "pending"

    1. In addition to "n", "c" and "y" in the status indicator, I would like a "p" for pending. I understand I would have to manually mark the "pending" transactions myself. I would like for GnuCash to change "p" transactions to a "c" during a successful import match just like they change "n" transactions to "c" now.
    2. I would like to have a function that would show me a Bank-Agrees-with-Me-Balance or QuickBalance that calculates a balance by reading transactions beginning on a date I choose or since the last Reconciliation, and goes through the latest transaction. Bank-Agrees-with-Me-Balance would exclude "n" transactions…
    1 vote
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  14. 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 the GnuCash…

    1 vote
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  15. Add a screen scraping functionality/plugin.

    Direct communication via OFX works nicely, when you can get it. This may require some considerable user effort for customization but manual imports and some institutions total lack of OFX support can be even more frustrating. Find a way for users to share their scrape templates. The now open sourced Wesabe code may be useful along these lines.

    2 votes
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    1 comment  ·  Admin →
    declined  ·  Admincstim (Core Developer, GnuCash) responded

    Unfortunately a screen-scraping functionality exceeds the capacity of a volunteer project such as ours, because it would always have to be adapted quickly to all changes in the website. This is beyond the scope of the gnucash project, sorry.

  16. Add Google finance as a multiple source quote for automatically retrieving security prices

    Google finance has the ability to retrieve multiple quotes at once. This should be added as a source. Alphavantage doesn't work for me.

    1 vote
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  17. Add NEW COLUM in CUSTOMER or SUPPLIERS REPORT

    Add NEW COLUM in CUSTOMER or SUPPLIERS REPORT

    This valuable report currently serves to show the remaining balances for each Customer/Supplier. I believe it's important to include the key data, namely TOTAL REVENUE, by adding a column at the beginning. This allows you to also see the TOTAL REVENUE generated in the total, a data that can be obtained, but only in a complicated way.

    1 vote
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  18. Add non-monetary accounts to track things like headcount and other items related to running the business.

    Add non-monetary accounts to track things like headcount and other items related to running the business.

    Lot's of times, non-monetary things are more important in running a business than strictly dollars and cents accounts. Adding this feature will make the GnuCash system more of a management tool in addition to its accounting capabilities.

    Taking this another step, being able to automatically make scheduled transactions and other transaction entries based on the non-monetary amounts would be even better.

    1 vote
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  19. Better sorting of scheduled transaction

    Currently, scheduled trx editor sorts by next booking, even including non-active trx. I suggest that:
    - Non-active trx are moved to the end of the list.
    - Sorting order is saved (in the sense of e.g. alphabetcially descending)

    The second item would be more important to me, but the first one is a nuissance too. Most of my inactive trx are quite old, so the "next transaction" is way in the past and therefore much earlier than any active trx, resulting in a long list of inactive trx, before I get to anything relevant.

    Alternatively, I would suggest to…

    1 vote
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  20. A series of related ideas that will improve register readability and create a tagging mechanism

    1. Add a notes column (narrow by default) to the "main" register display line. Monitors are wider and adding a narrow column should not hamper those who prefer double-line mode to see notes. But allowing for a notes field effectively doubles the number of transaction per screen for those for whom seeing notes is important. I have modified my source code to accomplish this, the chnage is trivial to implement.

    2. Allow users to associate a foreground color with an account, that color whould be used for the acount name when displayed in a register. By allocating different colors to different…

    1 vote
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