Feature Request
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463 results found
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Allow user to post and pay a vendor invoice at the same time
When entering invoices, often the open, posting, and payment date are all the same. Currently, it is a two step process. It would be nice if there was a 3rd button that gives the user the option to "Post" and "Pay" the invoice in one action.
10 votes -
auto-guess split when auto-filling transactions
So I have lots of reoccurring expenses which are often split (sometimes it is a business expense, which is split between a tax-deductible account and a non-deductible account, or a joint expense, where half of it is an expense and half a credit to an asset account representing the money owed), but while the amount may change, the percentage split doesn't. So auto-fill works great for getting the accounts I need, but once I enter the new total amount, the splits are all wrong and I have to manually adjust them. It would great to have gnucash auto-adjust the split amounts after an auto-fill and total change, to keep the same percentages as the old transaction had. A quick example for illustrative purposes:
Say I am updating my Credit Card Liability account. I have the following transaction:
Business Lunch $32
Expense:Business Meals $24
Expense:Lunch $8The next week I have a similar lunch, but the amount is $40. So I type in Business Lunch, GnuCash auto-fills the transaction and then I type in $40 for the total. I'm left with:
Business Lunch $40
Expense:Business Meals $24
Expense:Lunch $8
(Unaccounted-For) $8It would much more efficient if, when I entered $40, GnuCash adjusted the existing splits to:
Business Lunch $40
Expense:Business Meals $30
Expense:Lunch $10
So the percentages stay the same, but the values are adjusted based on the new total.So I have lots of reoccurring expenses which are often split (sometimes it is a business expense, which is split between a tax-deductible account and a non-deductible account, or a joint expense, where half of it is an expense and half a credit to an asset account representing the money owed), but while the amount may change, the percentage split doesn't. So auto-fill works great for getting the accounts I need, but once I enter the new total amount, the splits are all wrong and I have to manually adjust them. It would great to have gnucash auto-adjust the split…
10 votes -
OFX Import Improvements
Show a transaction report or something when importing an OFX file. OFX import for investment accounts has a few quirks or bugs. One very frustrating thing about it is that the user can't see how the transactions were imported (what accounts, too often the wrong one). If the transaction were shown in a new tab like what is done in with 'Scheduled Transactions' then the user could see what happened & fix it. There's a click box to 'Review created transactions' when getting 'since last run' scheduled transactions, this is what I had in mind. A report would probably work too. If we had any easier way to see what transactions were imported it would be easier to work around the bugs.
Show a transaction report or something when importing an OFX file. OFX import for investment accounts has a few quirks or bugs. One very frustrating thing about it is that the user can't see how the transactions were imported (what accounts, too often the wrong one). If the transaction were shown in a new tab like what is done in with 'Scheduled Transactions' then the user could see what happened & fix it. There's a click box to 'Review created transactions' when getting 'since last run' scheduled transactions, this is what I had in mind. A report would probably work…
10 votes -
to make possibility to obtain the data from Dreamstime.com.
Function of synchronization with photobank would be interesting to photographers and studios.
10 votes -
Add user levels to control access to features/funds/reports (username/password), to control access to features, rather than to protect from
Add username/password authentication to provide for multiple users to have different levels of access. Not so much for data encryption, but for separation. This would also work for multiple family members using the same computer.
10 votes -
Allow us to remove the num column, as many of us don't use it, so it just takes up space.
Allow us to remove the num column from various screen, as many of us don't use it, so it just takes up space.
Even better: let us choose exactly which columns we want to display. e.g. under 'scheduled transactions', it makes sense to display the amounts involved, instead of having to view each one separately.
10 votes -
Allow invoice payments to credit to other than assets or liabilities
When an invoice is created the posting entries are a debit to A/R and a credit to an Income account. When a payment is received the posts are a credit to A/R and a debit is forced into an Asset account or "Liabilities". I need to be able to direct the debit into an Expense account from time to time as a discount may have been granted after the invoice was posted. Additionally, it would be nice to be able to enter more than one Transfer Account for a single payment. Combined with the above I could take care of a payment and discount all at once.
Thanks for your consideration
When an invoice is created the posting entries are a debit to A/R and a credit to an Income account. When a payment is received the posts are a credit to A/R and a debit is forced into an Asset account or "Liabilities". I need to be able to direct the debit into an Expense account from time to time as a discount may have been granted after the invoice was posted. Additionally, it would be nice to be able to enter more than one Transfer Account for a single payment. Combined with the above I could take care of…
9 votes -
Allocation of Sales Tax
For a transaction there should be an easy automated way to allocate the remaining imbalance (usually sales tax) to the other expenses proportionally. This was a feature in MS Money that I really liked.
Here is an example:
Expense:Food 20
Expense:Tools 10
Expense:Toys 5
Liability:CC Card 42
(imbalance) 7It would be nice to be able to double-click on the (imbalance) and gnucash would distribute automatically the $7 to each item in the debt column by its proportion to the total of the credit column.
Currently I’ve been typing in the equation manually as shown below. This gets annoying after a while.
Expense:Food 20+20/427
Expense:Tools 10+10/427
Expense:Toys 5+5/42*7
Liability:CC Card 42For a transaction there should be an easy automated way to allocate the remaining imbalance (usually sales tax) to the other expenses proportionally. This was a feature in MS Money that I really liked.
Here is an example:
Expense:Food 20
Expense:Tools 10
Expense:Toys 5
Liability:CC Card 42
(imbalance) 7It would be nice to be able to double-click on the (imbalance) and gnucash would distribute automatically the $7 to each item in the debt column by its proportion to the total of the credit column.
Currently I’ve been typing in the equation manually as shown below. This gets annoying after…
9 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 from the above, but included as a convenienceTarget 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 -
Provide a quick way to see the full path to the current file
I often work on different copies of files with the same name, e.g.
2011/allaccounts
2012/allaccountsIn the recent files menu, these show as:
allaccounts
allaccountsAnd there's nowhere in the interface that I've found that shows the full path, so I don't know which is which. I pretty much avoid using the recent files menu to avoid making mistakes -- but gnucash also reopens the last-viewed file, which also could be any of them.
I could keep my filenames more distinct (but then what's the point of having folders?), but that doesn't help in cases where I'm looking at backup copies or something.
I often work on different copies of files with the same name, e.g.
2011/allaccounts
2012/allaccountsIn the recent files menu, these show as:
allaccounts
allaccountsAnd there's nowhere in the interface that I've found that shows the full path, so I don't know which is which. I pretty much avoid using the recent files menu to avoid making mistakes -- but gnucash also reopens the last-viewed file, which also could be any of them.
I could keep my filenames more distinct (but then what's the point of having folders?), but that doesn't help in cases where…
9 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 the bank transactions it has right now) and adds a bottom line for orientation (e.g. # 34 of 110). The dialog shows basic transaction data (date, amount, description) and allows the user to specify the account counterparts for the booking (including split transactions). The former checkboxes ("new", "reconcile", "update+reconcile") would be buttons, that finish the current transaction and take you to the next one with the same click. Maybe it would come on handy to have a back button as well to get to the last transaction. The current import dialog could used as a summary afterwards. The bayes algorith can still be used as a proposal for each booking.II. Booking shortcuts in the online transactions import dialog
A very powerful tool would be to introduce shortcuts for the accounting while in the import dialog. The user could specify a booking statement (e.g. "book the whole amount on 'groceries'" or "book the amount 50% to account A and 50% to account B"). These rules would be associated with a letter key so that the user just presses "A" and the whole transaction is booked with the assigned rule and the dialog changes directly to the next transaction. After a while we would be fast as hell!III. Manual Rules for the Bayes Algorithm
It would be great, if the user could define custom rules like "amount equals xy" or "description cointains xy" or "bank account is xy" that are automatically evaluated in the import dialog overriding the proposal of the bayes algorithm. This would be especially helpful with the whole SEPA stuff in the EC, which will contain special IDs in the descriptions in the future.Thanks for considering these ideas. It will probably be a bit of development to be done but it could save everybody a great deal of time! I would estimate on my personal usage behavior that it would reduce the time for imports to 20% or even less.
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 -
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_schnittstellen9 votes -
Store Limits Of Credit Cards And Amount Of Current Credit Available
This would be a nice to have feature which will display how much credit you may have on each credit card and also show if you have somehow gone past your limit if that is possible.
9 votes -
Enable import CSV from HTTP
Enabling CSV or XML import through HTTP protocol, would be possible to create systems that could synchronize transactions data between web apps (mobile or website) and GnuCash.
9 votes -
BUDGET: A total RE-ENGINEERING
First of all, Budgeting tool is like a joke in GNU Cash (till version 2.6.8) because:
- It does not support multiple currencies when it has to add up from sub accounts to main accounts. It affects ALL, and I mean ALL, the budget reports, because it never fits the budget with the real transactions.
For example: I have a "Son Expenses" sub account (in Euros) into my "Family Expenses" (in Dollars). When I register EUR 100 in "Son Expenses" it add USD 100 in "Family Expenses" instead of, let's say USD 112.13 (http://themoneyconverter.com/ES/EUR/USD.aspx on 10-05-2015). So it will not work with the reports.
The arithmetic is totally INCONSISENT in "BUDGET REPORT", because in ASSETS, LIABILITIES and EXPENSES, it subtracts Actual from Budget; but in INCOMES it does the opposite (subtracts Budget fron Actual)
It is really difficult to build a Budget in GNU Cash:
3.1. It does not allow an-account-recurrent-registers in several months
3.2. It does not allow copy-paste data quickly. You have to double or even triple click on a cell to make it active.
3.3 You should check jGnash2 budget tool (http://sourceforge.net/projects/jgnash/). It works fine. It is a shame that I love GNUCash.
Please, fix Budget function. Thanks
First of all, Budgeting tool is like a joke in GNU Cash (till version 2.6.8) because:
- It does not support multiple currencies when it has to add up from sub accounts to main accounts. It affects ALL, and I mean ALL, the budget reports, because it never fits the budget with the real transactions.
For example: I have a "Son Expenses" sub account (in Euros) into my "Family Expenses" (in Dollars). When I register EUR 100 in "Son Expenses" it add USD 100 in "Family Expenses" instead of, let's say USD 112.13 (http://themoneyconverter.com/ES/EUR/USD.aspx on 10-05-2015). So it will…
9 votes -
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 -
improve autocomplete of descriptions and categories
Entering transactions, gnucash often guesses wrong about what my intent is. I'm okay with that. What I'm not okay with is that the wrong guesses mess up my continuing input.
If I type "Ama" and then it autocompletes "Amazon", then I should be able continue typing to get it to change the autocomplete to "Amazing" by typing "zi".
When matching account names, if I type ":" then it should lock in the current autocomplete up through the next ":" in the account name.
So, when I type "Ca" and it autocompletes "Car:Gas:R32", I should be able to type "::" to lock in the "Car:Gas", but then continue typing something else to change the "R32" portion.When autocomplete is wrong, I should never have to worry about what's been added to the right of my cursor. If I want to accept it, I should be able to hit tab to go to the next field, or right-arrow to go to the end of the current input. If I continue typing something that does not match, then the autocomplete to the right of my cursor should disappear.
That implies: autocomplete should not move the cursor.
A more minor change would be to allow what's to the right of the cursor to be removed with control-K.
Entering transactions, gnucash often guesses wrong about what my intent is. I'm okay with that. What I'm not okay with is that the wrong guesses mess up my continuing input.
If I type "Ama" and then it autocompletes "Amazon", then I should be able continue typing to get it to change the autocomplete to "Amazing" by typing "zi".
When matching account names, if I type ":" then it should lock in the current autocomplete up through the next ":" in the account name.
So, when I type "Ca" and it autocompletes "Car:Gas:R32", I should be able to type "::" to…9 votes -
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 -
extend filters for time periodes
every account can grow big but most time only -- actual year , last month, last quarter, businessyear... is interesting also for performance reasons would be
a toolbar PERIODEPICKER that is valid for all books and reports8 votes -
Faster currency chooser: Navigation with drop-down boxes with TAB autocompletion
In currency drop-down box, pressing E char would go to the words beginning in E like EURO.
8 votes
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