Tips on data input

Richard Bishopp rbishopp44 at gmail.com
Fri Dec 7 06:44:27 EST 2012


I'm doing nearly the exact thing jcard21 is doing.  If away from computer
for extended periods I write stuff down with the receipts, if needed, to
remember details.  I am just starting to play with the android app where I
can export that data and import into gnucash on the computer.
I do not run reports frequently so that is an adventure each time I want to
create a report. I do look over the expense accounts and just get an idea
in my head how the spending fluctuates from week to week and month to month.

Rich...

On Fri, Dec 7, 2012 at 6:19 AM, jcard21 xxxxxxx
<jcard21+gnucash at gmail.com>wrote:

> On Fri, Dec 7, 2012 at 1:28 AM, Chris Henderson <henders254 at gmail.com>
> wrote:
> ...snip...
>
> (Note: I use Windows Vista and Firefox.)
>
> Chris,
>
> 1. Request a paper receipt every time you buy/spend. If your are
> making an online purchase, save the html "receipt" to your computer in
> *.mht format.
>
> 2a. Enter all your transactions for that day into gnuCash DAILY ...
> set aside the time! It shouldn't take you more than 1 minute per the
> average transaction.
>
> 2b. As necessary, split your transactions into appropriate expense
> accounts.
>
> 3. I NEVER download transactions from my bank or credit card accounts.
> I only download the bank/credit card statements (pdf) once a month,
> and I use the gnuCash reconcile process by checking the appropriate
> transaction boxes. Reconciling takes me about 1-2 minutes per account.
>
> Before closing gnuCash ...
>
> 4. Keep the Transaction Report and the Expense Accounts Pie Chart open
> in gnuCash tabs, so you don't have to re-select the options you want.
>
> 5. Reload the Transaction Report and export to an HMTL file. This
> allows you to quickly view your spending in a browser (faster) without
> starting up gnuCash (slower).
>
> 6. Reload the Expense Accounts Pie Chart. Take a screen print; save it
> to a jpg file (I use irfanview). You can quickly view your pie chart
> in your browser without starting up gnuCash.
>
> I hope this helps you.
>
> --
> jcard21
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