Migration from Quicken 98

Roger Mills roger at elcombes.plus.com
Sat Mar 25 14:11:27 EDT 2017


I'm trying to migrate several sets of accounts from Quicken 98 to GnuCash,
and would like some advice.

I am aware that I need to create an 'account' for each 'category' in
Quicken, and that's not a problem.

But I also make extensive use of 'Classes' in Quicken, and can't readily see
how to replicate this in GnuCash. As an example, I use classes to
distinguish between expenditure associated with my main home and my holiday
home. The expenditure comes out of the same set of physical bank/credit card
accounts, and involves essentially the same types (Categories) of
expenditure - insurance, utility bills, maintenance, etc.

One possible approach may be to create an hierarchy with an account for each
class and with sub-accounts, sub-sub-accounts, etc. beneath that to replace
Quicken's categories and sub-categories. But that doesn't really cut it
because, in Quicken, categories and classes and independent of each other
rather than being hierarchical, and can appear in any combination. If, for
example, I had 8 classes and 10 categories, it appears that I would have to
create upwards of 80 'accounts' to cover all the combinations. Even then, it
may not achieve the desired result.

At various times I may wish to see all expenditure associated with a
particular class regardless of category and, at other times, all expenditure
of a certain type (category) regardless of class. Depending on which way
round the hierarchy is arranged, only one of these appears to be possible.

Hopefully, I'm missing something, and I would be grateful for any pointers
as to what it may be. I would also be grateful for any available case
studies showing how other people have migrated Quicken accounts - which use
both categories and classes - into GnuCash.

Many thanks,
Roger Mills
Warwick - UK




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