Summarising bank balances

Colin Law clanlaw at googlemail.com
Sun Mar 4 11:44:14 EST 2012


On 4 March 2012 16:40, John Bibby <johnbibbyjohnbibby at gmail.com> wrote:
> 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.

I am not sure that GC is the best tool for the job if that is all you
want.  I think maybe just a spreadsheet would be better.

Colin



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