Migration from Quicken 98

[Christopher Lam]

I would approximate categories by tagging transactions in any of the
available free-text fields - description/memo/notes. eg. tag Annual
Insurance payment with @holidayhome
Thanks to Doug Doughty's new Transaction-Report you will be able to
arbitrarily report by searching these fields.
But the Standard Reports are not currently able to search similarly.


On 26 March 2017 at 02:11, 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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