[GNC] Advice on restarting use of GnuCash

[Peter Coleman]

Thank you for the excellent advice.
________________________________
From: gnucash-user <gnucash-user-bounces+pg_coleman=hotmail.com at gnucash.org> on behalf of Stephen M. Butler <Stephen.M.Butler51 at gmail.com>
Sent: 21 January 2022 17:45
To: gnucash-user at gnucash.org <gnucash-user at gnucash.org>
Subject: Re: [GNC] Advice on restarting use of GnuCash

On 1/21/22 08:45, Derek Atkins wrote:
> Hi,
>
> On Fri, January 21, 2022 11:04 am, Peter Coleman wrote:
>> I used GnuCash for our household finances up until about two years ago. I
>> now want to start using it again with effect from 1.1.22. The version of
>> my software is 2.6.19 (probably about 5 years old).
>>
>> I would like to keep the existing account structure, as I have saved lots
>> of detail there, but I want to enter a whole new set of opening balances.
>>
>> Can anyone advise how I can best achieve this AND how I can install the
>> latest version of the software without losing the data that I want to
>> retain?
>>
>> Thank you in advance for any assistance you might offer.
> Use File -> Export Accounts
>
> Save that as your new data file, and then File -> Open that new file.
>
> I will also add that your version is WAY out of date.  We're already late
> in the 4.x series!  You really should update.
>
>> Please remember to CC this list on all your replies.
>> You can do this by using Reply-To-List or Reply-All.
> -derek
>

I would recommend doing the update just after the export and before
importing the account structure.  You should be able to jump to the
newest version without having to install all the intermediate major updates.

As a safety backup plan, print out the Balance Sheet and P&L statements
from the old data files before doing the export.  That way, if the
import fails you at least have a list of the accounts with balances to
do a manual setup.  That would be a last resort.

--
Stephen M Butler, PMP, PSM
Stephen.M.Butler51 at gmail.com
kg7je at arrl.net
253-350-0166
-------------------------------------------
GnuPG Fingerprint:  8A25 9726 D439 758D D846 E5D4 282A 5477 0385 81D8

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