Migration from Quicken 98

[Roger Mills]

Many thanks for your reply. As I see it, (1) is the only feasible option for me. (2) won’t work for reasons which I outlined in my OP. (3) won’t work because I have physical bank accounts which are shared by multiple classes.

 

When you say that the developers ‘may’ be able to implement an equivalent of Quicken Classes, do you have any idea as to the likely timescales?

 

Thanks,

Roger

 

 

From: David Carlson [mailto:david.carlson.417 at gmail.com] 
Sent: 25 March 2017 22:04
To: Roger Mills
Cc: gnucash-user at gnucash.org
Subject: Re: Migration from Quicken 98

 

This is an issue with GnuCash that is not easy to address at this time.  The developers are very much aware of the need for an equivalent to Quicken "Classes" and they may be able to implement it sometime after the initial release of the 2.8 series.  If they get more help, this could happen sooner.

In the mean time most users settle for one of three work-arounds.  

1. Abandon classes altogether.

2. Create a hierarchy of classes under accounts or, if so inclined, accounts under classes(Which I would not do myself).

3. Split the data into multiple files, one data file for each class.

Of course there are a myriad of ways to mix these approaches according to your preference.

You could try more than one approach as you experiment with your data before deciding on your final approach as you are planning and testing your conversion process.

 

David C

 

On Sat, Mar 25, 2017 at 1:11 PM, Roger Mills <roger at elcombes.plus.com> wrote:


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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