Migration from Quicken 98

[David Carlson]

I suspect that the developers are very busy putting the ribbon on release
2.6.16 right now, so they are too busy to answer.  The release schedule for
the 2.8 series has not been set yet but it could be three years out.

David C

On Sun, Mar 26, 2017 at 4:37 AM, Roger Mills <roger at elcombes.plus.com>
wrote:

> 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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