Questions tagged [gnucash]

For questions related to the GnuCash personal and small-business financial-accounting software freely licensed under the GNU GPL. As this is a personal finance site, questions about usage of the software are preferred over technology-related questions.

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1answer
22 views

Gnucash OFX import transaction dates are wrong?

I have exported transaction data from my credit card company in OFX format. When I import it into Gnucash, the dates that show for the transactions are off by a day or two compared to the dates on my ...
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1answer
107 views

Not tracking cash, paying for others

I am new to GnuCash. I don't want to track cash money. Money withdrawn from the bank account should be considered spent. I have an Expenses:Cash account for this. Now I have the situation that I payed ...
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2answers
51 views

How to track money used for shared expenses against a personal loan?

I've recently (3 months ago as of writing this) got into proper double entry bookkeeping for my personal finances. I've been using GnuCash, though this pertains more to double entry practices than ...
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0answers
21 views

Correcting a transaction — Gnucash won't let me do it [duplicate]

I have been experimenting with splitting transactions so posted a question about it on this forum. The answer I received did the trick and I can now split transactions just fine. The trouble I'm ...
2
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1answer
97 views

Splitting a transaction difficulty

I'm using Gnucash to keep track of my personal finances and am new to the program. I've been trying to learn how to split a transaction and it simply isn't working. Here's what I've done so far: I ...
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1answer
31 views

GNUCash — Adding Namespace Item to Price Editor

In the Price Editor in GNUCash you have to choose from a list of seven items: Currencies, All non-currencies, AMEX, EUREX, FUND, NASDAQ and NYSE. Is there any way of adding an item to this list? I ...
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1answer
24 views

GNUCash Totals On Expense Chart

Is there anyway of getting the totals of each bar in the Expense Cart in GNUcash? Each bar is broken up into different accounts by color, see screen shot below, and you can get the numbers for each ...
4
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1answer
64 views

In GnuCash How to sort credit before debit

Is there a way to sort credit before debit for the same day? It seems the order is by time of entry, I understand that I can cheating it by entering credit first, but sometimes it's not possible, so ...
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1answer
31 views

Reconciliation uses different number than entered

I'm doing a year-end reconciliation of one of my expense categories. In the reconcile-setup window, I enter the amount $36,387.59 for the ending balance: However, the amount shown in the subsequent ...
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0answers
37 views

limit number of backup files

Gnucash defaults limit of backup file to days instead of number of files, so if gnucash is opened for several hours, there could be many backup files. Is there a way to limit the backup of files to a ...
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0answers
28 views

Combine bill and invoice in a single transaction

I would like to combine some bills (that I need to pay) and some invoices (that I'm being payed) into a single transaction so that it is correct with my bank statement. Is this possible? I work as an ...
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1answer
36 views

How to enter a tax credit/deduction/exemption in double entry system?

I started using GnuCash and have learned the basics of double entry bookkeeping for managing rental income. I have managed to create a working Chart of Accounts that works well and accurately (...
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1answer
95 views

gnucash: How to set currency of a stocks account? Moving stocks from one stock account to another with different currencies

I am using gnucash for tracking my stocks, ETFs and cryptocurrencies. For the latter, I often heard the recommendation to treat them as a security. As such, I added a CRYPTO namespace in the ...
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1answer
70 views

How to classify eBay sales and PayPal income on GNUcash properly?

I tried to figure this out but can't seem to do it. Here's my thinking: income:eBay - €10 from eBay (true) Then this money goes to: bank:PayPal €9.75 expenses:PayPal fees €0.25 Then the PayPal ...
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0answers
23 views

Importing brokerage QFX files into GnuCash

I'm trying to figure out how to import QFX files from my brokerage into GnuCash. I have read the documentation about investments here, but I'm having some problems getting it to work correctly. First ...
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0answers
75 views

Can I set GnuCash to denominate everything in a security (Bitcoin)?

I have all my personal finances in GnuCash. EUR is now my main currency. The menus allow me to set the main "currency" to, naturally, currencies. I have bitcoin as a security. Can I set my ...
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0answers
50 views

Half down; half on delivery - How do you invoice that?

I know of a business that charges $100 for a repair. They charge $50 on acceptance of the job, then $50 on delivery. One could issue two invoices, tying them together with a job for the customer. Post ...
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1answer
103 views

SOLVED - What's the right way to process a customer's overpayment?

A customer overpaid me by $4. When I processed the payment (business->customer->process payment), it left me with a $4 imbalance, as there was no invoice to apply that to. I decided to try ...
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0answers
31 views

Import Match migrate to a new file

I'm using Gnucash 4.2 on Windows 10. For my old file I have imported transactions and pretty much all my imports have "Import Match" now. However, when I start a new file, all the "...
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1answer
103 views

Recording Personal Loan

If I put $200 of groceries on my credit card for a friend while I'm out shopping, how do I record that transaction? Further, when she pays me back by bank transfer, how do I record that transaction to ...
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1answer
82 views

GnuCash Reconcile Fractured Payments

First-time listener; first-time caller. For reasons I don't quite grok, Amazon sometimes places multiple small transactions on my credit card for a single invoice. For Example, a recent invoice of $38....
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1answer
86 views

How to split joint expenses at regular intervals in double-entry bookkeeping?

I am trying to use GnuCash to keep track of the expenses (such as rent and electricity) in a shared apartment. For historical reasons, I pay for all the bills from my personal checking account. At the ...
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1answer
268 views

GnuCash not opening mysql database on Windows 10

I have a mysql server on my Ubuntu 20.04 server on a local network as the backend for my GnuCash installation. I can connect with no trouble using an SSH tunnel from my Ubuntu 20.04 desktop. However, ...
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0answers
177 views

GnuCash with (optical) PhotoTAN?

With Ubuntu 20.04.1 I now installed GnuCash - both as Flatpak (version 4.1) and from the official repos (version 3.8) and am nothing less than flabbergasted that online banking still won't just work ...
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1answer
104 views

How do you handle ESPP in gnucash?

How do you enter buying and selling ESPP (Employee Stock Purchase Plan) shares in gnucash? For example, say one purchased 100 SHS of XYZ on 5/1/18, a grant date of 12/31/17, where the acquisition fair ...
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1answer
103 views

Off-market transfer of shares in GnuCash

I use GnuCash for my personal accounting and for tracking investments in shares through my self-managed superannuation fund (SMSF). Recently I wound up the SMSF and transferred the shares into my ...
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0answers
63 views

Gnucash: Importing transactions in multi-currency accounting

I have current accounts in EUR, USD, and GBP, and expenses in multiple currencies as well. The way I track my expenses currently is: if the expense is exclusively in one of the currencies (e.g. UK ...
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0answers
84 views

Importing transaction history from USAA into GnuCash

I was able to export a .csv from my bank, USAA. However, when I attempted to import the CSV, I was met with errors, and kind of fumbled my way through it. However, after it was imported, none of the ...
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1answer
148 views

GNUCash: Reimbursements from Friends

I just started using GNUCash to track my finances, and I have two hypothetical examples I'm not sure how to log. Example 1 On Sunday, I made a 100$ purchase. Since I didn't have a credit card on hand,...
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1answer
144 views

How to properly model shared expenses and rent with Gnucash?

I share my flat with two other people and am currently having issues properly modelling the account hierarchy for our use case. Our intention is mostly to have a good overview about who-paid-what and ...
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3answers
388 views

How to track options trading in GnuCash

I recently started experimenting with a bit of stock trading on the side – put aside a bit of money, small enough I could afford to lose it entirely, in an ETrade brokerage. I've been keeping my own ...
2
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1answer
55 views

Importing transactions to be recorded in both 'bank checking' and 'a particular expense' account

I have been recording and analyzing transactions for several years using a spreadsheet. In effect, I have been using a variation of a single entry book-keeping system. I wish to import the data into ...
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1answer
109 views

Gnucash: no transactions to match?

I recently started doing a quite good job in proactively entering the expense transactions in Gnucash and I organised everything so that the balances match bank balances for the last couple of years. ...
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0answers
38 views

Gnucash Finance::Quote 3 currencies exchange rates

Using Gnucash 3.9 and Finance::Quote 1.47 My business uses TWD as the base currency, but we also have accounts in USD and CAD. Finance::quote automatically provides exchange rates for TWD/USD and ...
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1answer
93 views

Gnucash: Change transaction description globally?

I'm running Gnucash 3.8b+(2019-12-29). If there's a way to change a transaction description throughout an account, I can't find it. The internet isn't yielding up any interesting suggestions, either. ...
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0answers
72 views

Can you define multiple hierarchies for income and expense in GnuCash?

Given the following expense hierarchy: Insurances Car insurance Health insurance Mobility Fuel Is it possible to add a different hierarchy as an alternative view on the same data such as: Health ...
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4answers
223 views

Linking Android to Chromebook Gnucash

I have GNU Cash on my Android phone which I purchased a few months ago. I have about 3 months worth of data in there. I have recently purchased a Chromebook and want to link the info in gnu cash (...
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1answer
86 views

GNUcash - temporary funds received for purchase?

Where I live we have an app where we can transfer cash to each other. This morning for example, my girlfriend sent me 3750 so that I'd send 7500 to our landlord for rent. Where would i get these funds ...
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1answer
73 views

Does GnuCash have an easy way to track subsidiaries of companies within one account?

So is there a way to track expenses related to different companies from within the same gnucash file? For example we have two companies that are subsidiaries of another company. We are constantly ...
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2answers
353 views

GnuCash Transaction Import Assistant - Loading Bank Statements

Confused about setting up GnuCash file using the Transaction Import Assistant to load Bank Statements. Is there a GnuCash quickstart tutorial to cover this? Expecting to load the statements and the ...
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1answer
105 views

How to track a Tricount (IOU account) with partner in GnuCash

My partner and I have a shared ledger on Tricount, an app used for calculating how much money one owes on shared expenses. From the perspective of mechanics in GnuCash, the simplest way would be not ...
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1answer
129 views

GnuCash Chargeback

I am trying to use the chargeback function in Gnucash. The chargeback customer and job are both specified when I create the bill and the "Billable" column is checked on all items on the bill. However, ...
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2answers
89 views

Gnucash: Default reconcile date to today?

When I begin reconciling an account in GnuCash, the statement date field is populated with a value that seems to be random. Is there a way to make it default to the current date?
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3answers
190 views

Is there a quicker way to enter transfer account in GnuCash in you have many accounts?

I have just switched from Quicken to GnuCash. In Quicken, I could start typing any part of the category name and it would auto-suggest based on what I typed. This made it very easy to quickly enter ...
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0answers
27 views

Historical Quotes

I imported Quicken data starting at the 1st of last year. Although all of the investment transactions transferred correctly, no security prices were included. I would like to import prices from the ...
3
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1answer
195 views

How do I write off an invoice in GnuCash?

I've tried 3 ways pay the invoice and then record a debit offsetting the payment. Messes up the totals but the balance is the same. pay the invoice and then apply a 100% refund in the payment ...
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3answers
115 views

How can I see splits relevant to an account, not just the parent transaction?

I commonly group purchases or invoices into transactions and then show the individual components as splits in gnucash. I don't know if this is the right approach, but suppose I go shopping, I might do ...
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0answers
64 views

Scrolling in Gnucash [closed]

Scrolling in a Gnucash register seems extremely touchy - the slightest touch on my touchpad (I have a MacBook Pro) scrolls a whole screen of transactions. Is there any way to adjust the sensitivity? ...
2
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2answers
193 views

Gnucash - view statements

In Gnucash, I've been starting to use statement reconciliation for my bank & credit card accounts. Is there some way to see the statements I've already reconciled? Ideally I'd be able to see all ...
3
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1answer
227 views

How do I record a split transaction in a QIF manually?

I am trying to write a QIF file manually so I can learn to convert csv files to QIF myself without a third party app on Linux. I am having difficulty understanding how to record a split transaction. ...

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