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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2answers
627 views

Book capital losses in gnucash

I have an asset in gnucash, and its value changes over time. I followed these instructions and know how to record the gains, but it's unclear to me how I record the losses. The help page describes ...
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2answers
979 views

Budget Report with Cumulative amount in Gnucash

I want to see during a year if I am good with my household budget. I have made a monthly budget for all my expenses and income. Thus I would like to see for example in June what the current amount ...
2
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1answer
1k views

How To Assign Payments Received Properly In GnuCash?

What is the "proper" way to make sure that a payment I receive for an invoice is "assigned" to that particular invoice? (I feel like many payments I have received don't get assigned to an invoice and ...
2
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1answer
221 views

Newest transactions added on top, not bottom, of accounts in GnuCash?

In GnuCash, with ascending date the transactions are listed from top to bottom. Is there a way to have the transactions listed with ascending date from bottom to top? I.e. I want the newest ...
2
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1answer
817 views

How to properly name expense accounts (fees and fines, resp.) with public bodies in the context of personal (non-corporate) bookkeeping? [closed]

How to properly name expense accounts (fees and fines, resp.) with public bodies in the context of personal (non-corporate) bookkeeping? Of course I can just make up a random names, but if standard ...
2
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1answer
33 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 (...
2
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1answer
80 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 ...
2
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0answers
67 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 ...
2
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1answer
54 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 ...
2
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3answers
114 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 ...
2
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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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0answers
189 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 ...
2
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0answers
48 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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0answers
324 views

Gnucash budget report not adding subaccounts

I have problems budgetting for accounts that contain subaccounts. Gnucash does not seem to want to add the actual values in the subaccount, to get the correct value for the parentaccount, but in stead ...
2
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0answers
74 views

Head of Household and dependent status tracking with GnuCash

I would like to use GnuCash (if possible) to track my status as head of household and my mother's status as a dependent. The rules are in IRS Publication 501 (mostly worksheet 2). My ultimate goal is ...
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4answers
267 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 ...
1
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1answer
92 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. ...
1
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1answer
579 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 ...
1
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1answer
314 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 ...
1
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3answers
790 views

GnuCash setup for personal and shared money in the same account

I have arrangement with my spouse that everything that we earn is "shared" but we get monthly allowance that is personal. We get our salaries to personal accounts and tract how much we owe to in ...
1
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1answer
561 views

GnuCash, how do I book loan from credit card, being paid back with salary? [duplicate]

I am doing double-entry bookkeeping with GnuCash to track my personal finances. Sometimes I spent money on expenses which my employer is supposed to spent, and I later get reimbursed. For example, I ...
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4answers
424 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 ...
1
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1answer
417 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 ...
1
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1answer
184 views

Bonus stocks / shares in GnuCash

What is the right way to record bonus stocks / shares received? I used Actions -> "Stock Split" menu and it created a bonus entry. When I try "Reconcile" it shows the record on both sides (Funds In ...
1
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1answer
431 views

How do I join transactions after importing from multiple bank account statements in GNUCASH?

I found this but I don't feel it really solves the issue. When importing from two mt940 statements, which have transactions between each other, how can they be "joined" as double entries between the ...
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2answers
134 views

How to register obligatory social insurance?

Every month I have to pay a certain amount as social insurance. It is my debt - I have to pay regardless of my income. What should be the source of this debt? Opening balance from equities branch? ...
1
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1answer
813 views

How can I import customers and invoices from a previous year's Gnucash file?

I've been using Gnucash for the past year for small business accounting as a self-employed contractor. I've read that it's a good practice to create a new file for each year. Now that 2014 has ended,...
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2answers
2k views

Accounting for paying bills for (and being reimbursed by) another person

I an currently using Gnucash to manage my expenses. I am new to double-entry accounting and find many aspects of it to be confusing. Here's a situation that currently happens monthly. I'd like to know ...
1
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1answer
5k views

Salary account in gnucash: charge vs. income // example transactions

It might not be the usual thing to have on opening balance in a "Salary" account, but if one did, this is what I tried in gnucash: description: payday again :-) transfer: Equity:Opening Balances ...
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1answer
78 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
474 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?
1
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1answer
54 views

Posting invoice in different currency

I've got all my transactions organized in CAD. Now I've got a new customer that'll pay me in USD. I can open USD bank accounts to handle this, that's not a problem but in GNUcash I created a new ...
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1answer
171 views

Invoices less payments in GnuCash

I use GnuCash to manage the finances for my small business. I offer prepaid accounts to my customers who don't want to be bothered with invoices or have a fixed service budget. I have set up the ...
1
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1answer
363 views

Missing transaction in Gnucash import from OFX, transaction is in the file

I'm exporting my bank history using OFX format and GnuCash can import it ok, but sometimes there are a few transactions that are in the bank history, are in the OFX file, but GnuCash refuses to show ...
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1answer
822 views

Super GnuCash placeholder account

I am keeping all my daily money transactions in GnuCash and I am loving it. I started to use it also to keep the records of my new small business at home. I'd like to have all kinds of accounts of ...
1
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1answer
163 views

Remove VAT amounts from cash flow report

I am using Gnu Cash to track my personal expenses as well as my freelancing income. On some of my income I receive VAT which I then have to pay back. Currently the income/expense cash flow report is ...
1
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1answer
191 views

GnuCash How to track a bill in A/P and in an asset account and get tracked to customer who reimburses

I incur expenses on behalf of clients who will reimburse. In quickbooks i would create bill to vendor and track to customer. expense went to A/P and the the other entry was an asset account. This ...
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1answer
1k views

What's the difference between Descriptions, Notes, and Memo in GnuCash? [closed]

The Description field appears in any view of a transaction. The Notes field appears when you select "Double Line" from the View menu. A Memo field appears for each offsetting account when you split a ...
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1answer
553 views

How do I create a Custom Bar chart report in GnuCash?

I'm trying to create a custom bar chart report in GnuCash 2.6.5, similar to the Asset Bar Chart or Liability Bar Chart. What I need is a report that shows the sum of 3 (or more) accounts. Some are ...
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2answers
606 views

Representing a personal loan with double entry

I have received a family loan (no interest or penalties, just a friendly loan) from my parents which is deposited into my savings account for my bank. I'm having issues understanding how I should ...
1
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1answer
299 views

Dealing with temporary accounts

I use Gnucash for managing my finances. When I receive a gift card, I assume that it should be it's own account as one of my Current Assets. However, once that gift card is fully spent or expired, ...
1
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1answer
648 views

Splitting already paid bills with housemate

I live with a house mate, and we split our grocery expenses 50/50 between us. Everything is done in cash. I use GnuCash to manage my finances, and I'm not sure how such a situation can be recorded: ...
1
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1answer
102 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 ...
1
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1answer
81 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....
1
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1answer
99 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 ...
1
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1answer
287 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 ...
1
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1answer
215 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 ...
1
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1answer
60 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 ...
1
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2answers
153 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 ...
1
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1answer
121 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 ...