Migration from Quicken 98

[Roger Mills]

That sound like a possibility – thanks.

 

How do I go about finding Doug Doughty’s new transaction report? [I am new to GnuCash and to this mailing list – and am still at the stage of needing to satisfy myself that GnuCash will do everything I need before I start using it in anger].

 

Cheers,

Roger

 

 

From: Christopher Lam [mailto:christopher.lck at gmail.com] 
Sent: 26 March 2017 15:51
To: Roger Mills
Cc: gnucash-user at gnucash.org
Subject: Re: Migration from Quicken 98

 

I would approximate categories by tagging transactions in any of the available free-text fields - description/memo/notes. eg. tag Annual Insurance payment with @holidayhome

Thanks to Doug Doughty's new Transaction-Report you will be able to arbitrarily report by searching these fields.
But the Standard Reports are not currently able to search similarly.

 

 

On 26 March 2017 at 02:11, Roger Mills <roger at elcombes.plus.com> wrote:


I'm trying to migrate several sets of accounts from Quicken 98 to GnuCash,
and would like some advice.

I am aware that I need to create an 'account' for each 'category' in
Quicken, and that's not a problem.

But I also make extensive use of 'Classes' in Quicken, and can't readily see
how to replicate this in GnuCash. As an example, I use classes to
distinguish between expenditure associated with my main home and my holiday
home. The expenditure comes out of the same set of physical bank/credit card
accounts, and involves essentially the same types (Categories) of
expenditure - insurance, utility bills, maintenance, etc.

One possible approach may be to create an hierarchy with an account for each
class and with sub-accounts, sub-sub-accounts, etc. beneath that to replace
Quicken's categories and sub-categories. But that doesn't really cut it
because, in Quicken, categories and classes and independent of each other
rather than being hierarchical, and can appear in any combination. If, for
example, I had 8 classes and 10 categories, it appears that I would have to
create upwards of 80 'accounts' to cover all the combinations. Even then, it
may not achieve the desired result.

At various times I may wish to see all expenditure associated with a
particular class regardless of category and, at other times, all expenditure
of a certain type (category) regardless of class. Depending on which way
round the hierarchy is arranged, only one of these appears to be possible.

Hopefully, I'm missing something, and I would be grateful for any pointers
as to what it may be. I would also be grateful for any available case
studies showing how other people have migrated Quicken accounts - which use
both categories and classes - into GnuCash.

Many thanks,
Roger Mills
Warwick - UK


_______________________________________________
gnucash-user mailing list
gnucash-user at gnucash.org
https://lists.gnucash.org/mailman/listinfo/gnucash-user
-----
Please remember to CC this list on all your replies.
You can do this by using Reply-To-List or Reply-All.

 

No virus found in this message.
Checked by AVG - www.avg.com <http://www.avg.com/email-signature> 
Version: 2016.0.8007 / Virus Database: 4767/14182 - Release Date: 03/25/17