Migrating to GNUCash from MS Money

Mr Durgaprasad Sreedhara svdurgaprasad at yahoo.com
Sun Jul 19 11:10:18 EDT 2009


Hello,

I have been using the MS Money for the past 12 years. I have always "Not" liked the category based system and always wanted a double entry system. But never did as I did not want to lose the history.

Now that Microsoft has announced the retirement of the product it almost forces me. And GnuCash is a much better replacement. 

I have migrated all my accounts into GnuCash using qif files. I have been using it for the past month. I really like what I see so far. It is a great product and I take this opportunity to commend the developers. You are doing a great job.

I also have a few points of pain that was easier in MS Money. I know I should not look for another MS Money in GNU Cash. But some of these would make my life easy :
1. The default filter for every register excludes reconciled transactions.
   It would be nice to see a default account register filter for all     
   accounts. This could be further limited by filter for each register.
   And if the filters are saved as preference even if register is closed
   it would be much more convenient.

2. When I run reports, it would be nice to see the totals by funds and    
   exclude account as an option. For example, I have a 401K, where I
   track the employer and employee portions separately. The funds
   are same and when I compare with the provider report, I have to
   tally at the total. i.e run a report by fund (both advanced and
   portfolio) by fund and not by account. IN GnuCash I have 2
   accounts for each fund, 1 under employee and one under employer.
   The two accounts show up in different lines. So instead of 5 funds
   I see 10 funds.

3. When I do a "Get quotes" the amounts for currencies are not getting
   updated. I get the error "Unable to retrieve quotes for these items... 
   Continue using only good quotes" for curency exchange rates. The    
    stock/funds are good.

4.  Still having problems downloading bank statements and credit card 
    statements. Any pointers to the steps would be appreciated. I would
    like to try it a little more before posing any questions.

Thank you for help.


      



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