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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13 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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1answer
43 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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2answers
73 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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18 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 ...
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1answer
82 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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25 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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35 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? ...
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19 views

Gnucash shortcut for “Saved report configurations”

I often use "Saved Report Configurations", but I find menu access cumbersome. Is there a shortcut key combination for that, or has someone found a way to map a shortcut key in GnuCash? I use linux ...
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2answers
102 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 ...
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1answer
58 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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1answer
67 views

Including benefits in kind within accounts

I'm producing accounts for a local political party using GNU Cash. There are a lot of benefits in kind that we need to account for. Previously I included these on a separate spreadsheet, but would ...
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1answer
102 views

How do I properly account for interest charged on a loan in GnuCash?

I've just started accounting and entering initial balances for my personal finances with GNUcash and I'm curious about the proper way to account for interest charged on student loans and credit cards. ...
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49 views

Capital Gain report with currency conversion of purchase cost

I have setup gnucash in my windows laptop. It does what I want and it does flawlessly. I have one question though. My default currency is AUD. I have investments in shares in indian currency. Using ...
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2answers
243 views

How do I get Gnucash to automatically assign expenses to accounts?

I'm using Gnucash. I'd like to create "virtual subaccounts" for my debit account to keep track of expenses. E.g: debit account --> groceries Regular "virtual payment" to groceries every month ...
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3answers
1k views

How to continue using the online banking feature of GnuCash (AqBanking) with PSD2 in effect?

I'm running GnuCash 2.6.19 (with AqBanking 5.7.8.0) on Ubuntu 18.04.3 LTS. Ever since the European Commission's Revised Directive on Payment Services (PSD2) came into effect online banking with the ...
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4answers
107 views

GNUCash how to properly register a “bonus” on a transpit pass/gift card

What is the proper way to record "bonus" money on a card. specifically, when I charge my transit pass for 100, I actually get 150 on the transit pass account. how do I record the extra 50?
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1answer
64 views

Gnucash: Checking acct -> Checking acct -> expense account

im new to gnucash but I have most of my accounts working and reconciled now. This one however I can't square in the books: I have gotten a refund on paypal and I transfered the money back to my ...
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31 views

Printable Invoice Configurations

When I create a printable invoice I see the option to save its configuration. I thought at first this was to enable saving what columns, and other features, are to be printed so that this need not be ...
3
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1answer
144 views

Can a vendor send an invoice file that can become my bill?

Both I, and a vendor I do business with, use GnuCash. It would save me a lot of labor if my vendor could send me an invoice file made by his GnuCash installation that can be read by my GnuCash ...
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1answer
116 views

Modeling joint expenses in gnucash

I want to set up gnucash to register the house expenses and be able to see how much money I should return to my wife or her to me every month. The situation is as follow: We share common expenses ...
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0answers
65 views

Exporting Account Totals in GNUCash

I use GNUCash for personal finance and need to find a way to export the balances of all of my accounts in one CSV or any spreadsheet file. Exporting Account Tree doesn't work, and exporting ...
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0answers
100 views

Obtaining Figures For Australian GST Business Activity Statement From GNUCash

I have been entering all my financial records into GNUCash, and now I need to find the most efficient way to extract all the needed figures for the BAS. The Income & GST Statement looks like the ...
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64 views

Gnucash accounts not opening!

I've used Gnucash for about a year now - Macintosh Version 3.3 Build 3.3+ (2018-09-29). Every month I open it and update the books, and output two reports. But today when opening, it gives a "-...
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1answer
138 views

Manually updating portfolio value in GnuCash

I have left Quicken version 8 to start using GnuCash. One of Quicken's great assets is the capacity to record and/or display stock prices for any historical date, provided the history has been ...
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3answers
309 views

double entry bookkeeping loan to myself

I have 3 accounts - savings, outgoing, and loan. I have $100 in savings. I then receive $50 into savings. so far, so good. Then I want to 'borrow' $25 from savings with the intention of paying it ...
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75 views

Adding a expense category to transfer

I added a category to transfer a few years ago but I can't figure out how to do it now in GnuCash. How can I tag a transfer with an expense category?
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1answer
52 views

report: group account activity by accounting period instead of by month

I'm using GnuCash 2.6.12 and would like to create an annual report for tax reporting purposes. For that, I would like to create a report where transactions are grouped for the whole year, (the ...
4
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1answer
672 views

Unable to retrieve quotes in the modern GnuCash with Alpha Vantage

I have a problem getting currency and symbol quotes in GnuCash. When I open Tools - Price Database and click Get Quotes, in several seconds I see a dialog with the following text: Unable to retrieve ...
3
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1answer
245 views

Gnucash brokerage account with multiple stocks

GNUCash setup is driving me nuts. Most accounting software tools allow you to create a brokerage account that holds multiple securities. The account ledger can have transactions for all the ...
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0answers
258 views

How to change register colors in gnucash 3.x?

I upgraded from gnucash v2.4 to 3.4 and I read the colors theme are gone... and to follow the instruction in "https://wiki.gnucash.org/wiki/GTK3#Register_Appearance" to change them in v3.4. So I ...
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4answers
227 views

How do I record my spouse's payment in shared credit card account?

I've created a credit card liability account. My spouse shares my credit card and makes several purchases on it as well. Each of us makes a payment directly against that account at the end of the ...
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1answer
235 views

How do I unlock my Gnucash file to continue working on my accounts?

My file is Murphy.gnucash. There is a file called Murphy.gnucash.LCK in the same folder. When I open my file in gnucash, it gives me these options: Open Read-Only Create New File Open Anyway Quit ...
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1answer
102 views

Can I visually highlight or mark transaction in GnuCash?

I was wondering if it was possible to highlight the last transaction of the month on my credit card account, for instance, so I can easily see where one credit card statement ends and another begins. ...
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1answer
176 views

Gnucash - Report cash flow on a per-asset basis

I'm not sure I'm using the correct terminology but I have a number of "assets" which are sub-accounts of a checking account: Checking account - Designated funds 1 - Designated funds 2 ... What I ...
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0answers
43 views

Can't issue SEPA transaktions because account doesn't have SEPA information stored

I have Gnucash 3.4-3 and Aqbanking 5.7.8-1 installed on Arch Linux. When I try to issue a SEPA transaktion i get the error message: Your local bank account does not yet have the SEPA account ...
2
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1answer
497 views

How to link duplicated transactions between two accounts in GnuCash

I imported (Actions > Online Actions > Get Transactions...) transactions of my two of my accounts (bank account and credit card). Among these transactions is one that transfers money from the bank ...
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1answer
178 views

GnuCash to track expenses when refunds occur

I've started using GnuCash to keep track of my expenses so that I have an idea of how much I spend each month for food, clothing, etc. My main goal is to be able to see if I went out of budget one ...
3
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0answers
133 views

Accounting for monthly vested stock options as compenstation in GnuCash

I am working for a company that has recently gone public. Now I see a monthly accumulation of options vesting every month. I would like to account for these options as compensation in my accounts. ...
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0answers
32 views

Auto pay an invoice in gnucash: make workflow simpler, by auto paying invoice (for some/most customers)

Most of my customers pay at time of doing the work. By the time I enter the invoice, they have already paid. I would like to auto pay the invoices. I would like to reduce the number of steps needed ...
2
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1answer
242 views

GnuCash - Show Total (Custom Currency) in Accounts view

In the Accounts view/tab, when selecting the columns to be visualized, the column Total is showing the total for each account in the respective currency (as intended). I want to see the totals in EUR ...
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3answers
315 views

How to set up saving for items in GNUCash: Asset or Expense

Let's say I'm saving for a car and I would like to save X amount on a month to month basis, where would I generally put this?
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2answers
144 views

How do I record a not-fully-paid expense?

I bought a pair of eyeglasses for $5 from a friend. I only paid to him $4 however as I didn't have enough cash then, so that means I owe him $1. Today I paid off the remaining $1. How should I record ...
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0answers
423 views

Gnucash vs QuickBooks for both personal and business account

I'm considering keeping track of both personal and business accounts. I'm an old user of Gnu cash and I think I could manage with it. What would be the benefit to swapping to a new cloud accounting ...
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1answer
106 views

Invoice Stylesheet Spacing

I'm trying to set up my invoice style in GnuCash. I've created a new stylesheet from within GnuCash but I need to make some changes to the stylesheet that aren't covered by the options within GnuCash ...
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1answer
325 views

How to change the default “Extra notes” in invoices?

It always says "Thank you for your patronage!", which I can manually edit every time I create an invoice, but how can I change it permanently?
6
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2answers
392 views

How to enter credit card “statement credits” (e.g. cash back) in double entry accounting? [duplicate]

A credit card statement credit is a reduction in liability, so I would think it's "income" of a sort. But, I could also see it as a reduction in expense; for example, buying a plane ticket using a ...
2
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1answer
96 views

Expense lower due to reimbursement. How to put in administration?

I only recently started to document my financial administration properly. Before, I had an Excel file with all transactions of my bank account (and a separate one for my savings account). Recently I ...
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1answer
259 views

How to enter loans made, loans received, and capital contributions in GnuCash?

I just started using GnuCash to keep track of my personal expenses and to do the books in my business. I have no accounting experience, but so far it's pretty simple. I've entered the balances on my ...
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1answer
111 views

Do GnuCash Income entries ever stop contributing to the Income Account's total?

I'm building a personal budget in GnuCash and after entering my starting equity, I've added my new paycheck in the Income section of my budget. I've entered it as transferred to my Checking Account ...
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0answers
43 views

How can I duplicate existing transactions and assign them to a new invoice?

I originally created a set of invoices, each with a set of itemised transactions for work done and duly sent them to my client at the time. Because he's tardy, he neglected to pay the invoices on time ...

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