Summarising bank balances

John Bibby johnbibbyjohnbibby at gmail.com
Sun Mar 4 11:40:08 EST 2012


Hullo. I am new to Gnucash and I hope this is an easy question.

1. I want to use Gnucash to track my bank balances every so often - I do
not need or want to have to enter the individual transactions. I simply
want e.g. when at the end of the Quarter I get my statement for Account X,
I want to be able to put the date and balance into Gnucash. (If it sets up
a dummy transfer that is OK.)

2. Then I will want to print a report  listing the account names and some
details, along with the latest balance - and some totals.

3. I want to be able to record some details too for each account - e.g.
owner (self, wife or joint), type of account (fixed, ISA or whatever), rate
of interest and any time-periods, etc etc.

I'd welcome your advice please on how to do 1, 2 and 3.

Thanks

JOHN BIBBY (York, England)


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