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
-
Add Price Editor batch import for currencies
In my country Nicaragua, the central bank publish the exchange rate between USD and NIO, so we can get the value of 1 USD in NIOs with anticipation,
I was trying to use the Online Price Retrival, but it use yahoo fincances, the yahoo finances does not have choice of change to NIO currency.
I was thinking that it could be useful to import several exchange rate of multiple currencies at same time, using a csv file.
1 vote -
Allow csv import of historical quotes
Ever since the online quotes support ended, update stock prices has become a tedious process. The user must go through the gui, find each stock and enter each price one at a time.
Yahoo and others allow users to export stock information to a .csv file. Provide a mechanism to allow users to import stock prices from a .csv file. Perhaps something similar to how users can now import transaction data from .csv.
13 votes -
CSV and Other Import
Currently the CSV (and other like QIF) import dialog is very strict and gives NO facility for MAPPING of accounts to CSV columns etc.
No info on whether to put last column in csv as expenses:OfficeExpenses or only OfficeExpenses? and then whether gnucash is configured to show
only last of account names or fully qualified names. I tried BOTH combinations, still gnucash Fails EVERYTIME to map accounts.
behaviour I saw was - it maps ALL the entries to one account ( like all csv rows to Office_Expenses !!!)Then - in last import dialog, we get mapped (or…
147 votesThank you all for the feedback.
The csv importer is currently being improved on the development branch. Several of the missing parts mentioned here are already being addressed, such as:
- ability to select transfer account
- ability to import files exported from gnucash
- remember account mappings for a future import -
Import Quicken Data Files
Although the documentation claims GnuCash can import QFX and / or QIF files, it cannot. I exported one Quicken account file (a brokerage firm account file containing stocks, cash "category" / "account" mutual funds and annuities. For the QFX import, a blank "Generic Import transaction matcher" window appears. Clicking the "OK" button does nothing. Clicking the close window gadget closes the window but nothing appears in the main window. No new account.
For QIF, paging through numerous panes makes it look like the import is happening until the final "QIF Import" pane after the "Book" options panel selections…
3 votes -
Automatic import of qfx files
When qfx file is downloaded from Bank's website it should be possible to "open this file" using Gnucash and gnucash should automatically open import window.
25 votes -
Make the import dialog keyboard friendly
When importing bank transactions, the current import dialog requires us to double click each entry to assign an account. It would be much more efficient to be able to use the keyboard to navigate through the transactions and type in an account to assign the transaction to. In effect, the import dialog would behave a little more like the standard transaction view.
13 votes -
Import invoices
I would like to be able to import invoices (created by my shopping cart) into Accounts Receivables. It doesn't have to be individual items just an invoice total and GST. The only other required info would be invoice number, customer number and date. Preferably as a .CSV or .XLS.
6 votesThis feature has already been implemented in the unstable gnucash version and will appear in GnuCash 2.6. It is marked as an optional feature though, so its availability will depend on how your version of GnuCash is built.
-
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 -
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…
10 votes -
improve import dialog
I regularly use the QIF import and every time I do so I have to click 14(!) times to finally reach the list for transaction assignments. The only thing that really needs to be asked for is the import file name. All other answers are the same every time so they should be stored somewhere.
Also the title of all these questions uses a big portion of the screen on the left side for no use. This room is much more usefull for the often very long transaction texts. At the moment I have to do a lot of left/right…3 votesYou should really update Gnucash. Version 3.7 is recent and there you can save and load the QIF importer settings.
-
Ability to enter price/cost in transaction
I have:
description: Food store;
note: Milk, 2L;
spend: $16. (as price × count).I want:
description: Food store;
note: Milk;
price: $8; (for one litre)
count: 2; (Litre)
spend: $16. (as price × count).2 votes -
Import time data .csv or .xls
It would be AMAZING for GnuCash to be able to import .csv or .xls data from time tracking software, and then apply said data to an invoice, with the ability to list out individual items/tasks on the invoice
3 votes -
OFX file import.
When selectinga file for OFX import, restrict the files listed to *.OFX (or *.QFX) rather than showing all the files in the selected directory - as in currently done with QIF imports where only *.QIF files are shown.
1 vote -
import payments using CSV
GnuCash allows import of Invoices but not payments. We are trying to migrate from another system and have a CSV file with accounts receivable data: 2000+ invoices and payments. We can import the invoices, but attempts to input payments results in a negative invoice. What is desired is to apply the payments to the invoices.
1 vote -
create an option to define what type of commodity prices are being imported.
Once a week I download the week ending prices of all the stocks that I have owned to a csv file. Almost all of them import well. 2 do not. Those two are COP and ADP, because GnuCash assumes both are currencies.
i.e.
My CSV file has Conoco Phillips (COP) price and GnuCash assigns the value to Columbian Peso (COP)I would like an option to say that all of the imported prices are stocks, or to ignore currencies. Maybe a pop-up window asking what the individual price is associated with when there are multiple commodities with…
3 votesSee https://bugs.gnucash.org/show_bug.cgi?id=797278#c8
Please test it in
a) Version 3.6 planned for next weekend
b) a recent nightly windows build starting from tomorow: https://code.gnucash.org/builds/win32/maint/?C=M;O=D or
c) building Gnucash yourself: https://wiki.gnucash.org/wiki/Buildingand report on https://bugs.gnucash.org/show_bug.cgi?id=797278
-
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.
-
exclude rules for Import Matching
I like to add exclusion strings that should never be used to match anything. Now new errattic strings are generated each time: "Name:", "Account nr:", "description:", "JD" (my initials), "Mr.", "Smith" (my last name), "15-08-2024" or "22:58:13" (the specific date or time of a transaction).
It seems very clear that the import matcher needs some work to exclude certain strings as well, espescially the ones that are on every bank transaction.3 votes -
Import-Export Client & Supplier Details
There desperately needs to be an option to export customers information. I
understand that there once was this option but it doesn't exist anymore?I keep all of my customer data in gnu-cash, I would like to be able to export
everything in the "edit customer" window under the "customer" & "shipping
address" tabs - all to csv for use in spreadsheets (vCard format would be nice
too but not as useful).company name, customer name, address, phone, fax, email, shipping address,
shipping phone, shipping fax, shipping email38 votesThe idea is well explained. The developers need to decide who’s going to work on this and when, but this idea will be considered in the near future.
-
API or Import format for allow writing Android/iOS Apps
Either:
* port the API to Android or
* create a simple XML import+export format that maps 1:1 to transactions with multiple splits (no bayes, no limit on 2 splits per transaction) and allows removal of existing transactions with the same id
* provide another means to add+remove transactions without a desktop computerand without user interaction6 votes -
wildcard match to assign accounts on import
The most time consuming activity for me - assigning accounts to imported transactions. Most could be automated with a smart query string match using a wildcard. Most transactions are like this:
Telco Co. Ltd {#2392Random Number58359}
and I just want it assigned it to phone every time. I would look forward to using GnuCash then.
29 votes
- Don't see your idea?