[GNC] New year procedure
Stan Brown
the_stan_brown at fastmail.fm
Thu Oct 8 14:05:01 EDT 2020
On 10/8/20 6:49 AM, colin riley wrote:
> Each year I export my account structure and create a new empty
> database
with it, at which point I insert starting balances.
>
> I am using Gnucash extensively for for budgeting, and would like to
> know if it is possible to transfer the budget amounts from the old
> year to the
new year.
On 2020-10-08 10:06, Adrien Monteleone wrote:
> It does not appear to be possible.
>
> At best for now, I would recommend running a Budget Report, exporting,
> then you'll have it for reference for the new file. You will still have
> to type in each amount however. (You can copy/paste, but only one cell
> at a time. Though it looks like a spreadsheet, it doesn't work like one.)
But I'm curious why the OP starts a new file each year. The only
advantage I can see is that it makes it more difficult to enter a
transaction in a prior year without realizing it. If you want to know
income and expenses for a particular year, you can easily set the date
limits in Report Options. If you want to start expense and income
accounts from zero each year, you can use Tools ยป Close Book or make the
closing entries manually.
And having multiple years in one book greatly simplifies searching, if
you don't remember what year a transaction took place or you're
expecting search results for multiple years. It also ensures that all
years have exactly the account structure; otherwise it's easy to add an
account that won't be in the other years.
If you care to share, Colin, what benefit do you get from starting with
a fresh file each year?
--
Regards,
Stan Brown
Tehachapi, CA, USA
https://BrownMath.com
https://OakRoadSystems.com
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