Tips on data input
Mark Phillips
mark at phillipsmarketing.biz
Fri Dec 7 09:40:05 EST 2012
The best advice I have for any accounting/book keeping package - spend a
few minutes each day entering your transactions. I find it easier to spend
5 minutes each day entering a couple of transactions than 150 minutes at
the end of the month. The second option is a lot like a root canal without
Novocaine...;) It takes some dedication, but well worth the time.
Mark
On Fri, Dec 7, 2012 at 7:26 AM, Noah Ulrich <noahulric at gmail.com> wrote:
> I have been using gnucash for awhile and really like it. I enter everything
> almost from the cash acount, It is faster than entering into spreadsheet as
> gnucash remembers the last description you enter along with which account
> it was asociated with. So I have a codelike structure I use for the
> description and this method makes entering transaction extremely easy and
> efecient.
> As far as reports I select the report I want, modify it to show only
> the accounts I want to pull a report on and change the report name, save it
> with the add report option and next time its there when I want it,
> God bless your day!
>
>
> On Fri, Dec 7, 2012 at 5:54 AM, Matt Braunstein
> <matt_braunstein at yahoo.com>wrote:
>
> > I really don't use GnuCash exactly like you would use Quicken. But this
> > ability, along with the double entry method foundation is what makes it
> > such a great program. I create a monthly budget with many different
> > categories. Instead of trying to keep track of the spending through
> expense
> > reports, I make a separate subaccount in my checking for each of these
> > categories. When I enter my paycheck, I place the budgeted amount into
> > these subaccounts. This allows me to quickly see how much money is still
> in
> > each budget category by looking at the account summary. It does make it
> > more cumbersome and difficult to reconcile the checking account, but a
> > whole lot easier than trying to load expense reports to see the same
> > information.
> >
> > I do not keep any information on how I spend cash. When I withdraw the
> > cash, it comes from whichever subaccount(s) it will be used. I keep all
> my
> > receipts from purchases. I entry them as regularly as possible. Sometimes
> > it may take a week, life does get busy. But the longer you wait, the
> longer
> > this process will take. I think the harder part is getting my wife to
> keep
> > and give me her receipts as well. If you can stick to doing it daily,
> that
> > is the best. I would also suggest opening up your bank account and just
> > clearing transactions in GnuCash manually to make sure you haven't missed
> > any transactions.
> >
> > One more thing. I always keep my view in auto-split ledger. This allows
> me
> > to quickly enter the transactions, since using this subaccount method
> > always requires entering from more than one account on a transaction.
> Also,
> > I always enter my transactions under the parent checking account,
> including
> > a blank line with this account. This allows me to see and enter all of
> the
> > transactions in my checking account in one place.
> >
> > Matt
> >
> >
> > ________________________________
> > From: Chris Henderson <henders254 at gmail.com>
> > To: gnucash-user at gnucash.org
> > Sent: Friday, December 7, 2012 12:28 AM
> > Subject: Tips on data input
> >
> > Wondering if people would share some of the ways they enter data in
> > GnuCash. I would like to know methods that are tried-and-true, easy to
> > follow and that would stick over the long-haul.
> >
> > I used GnuCash solid for about 6 months two years ago and given up
> > because of the tedious and laborious nature of entering data about
> > various expenses and fund transfers from one account to another. I had
> > a physical file folder where I used to collect all the receipts and
> > used to write down various expenses incurred from various accounts for
> > myself and my spouse. At the end of the month, I would enter the data
> > in GnuCash. But it was tiresome. Most of our transactions were using
> > cards but some were on cash.
> >
> > I am currently using GnuCash version 2.4.11 on OS X Mountain Lion.
> >
> > Thanks.
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>
>
>
> --
> The Lord is MY SHEPHERD
> JEHOVAH es MI Pastor
>
> The Ulrichs
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