[GNC] Revising an old Gnucash file

David Carlson david.carlson.417 at gmail.com
Tue Jul 19 17:26:24 EDT 2022


Yes, when OFX or QFX works it is a lot easier.  Alas, some financial
institutions do not offer either of those formats and there are a small
number of institutions that do not follow the format rigorously enough to
be useful without some or a lot of pre or post processing during the import.

Also, when keeping old files that modern programs cannot open, it is
helpful to keep some old programs around that can open them.  I am stuck
with a lot of spreadsheets that I cannot open any more as well as some data
files from other financial management programs that are no longer around.
Sometimes it might make sense to copy the old files and save them in a
newer format that is more likely to be around ten years from now..

On Tue, Jul 19, 2022 at 3:54 PM Phyllis Bruce <pobruce46 at gmail.com> wrote:

> Tom, best wishes!  I had to abandon Microsoft Money after 30 years.  I
> suggest you do as I did, even though you've been using GC.
>
> Create a new file and start with 2022.  Keep your old file for historical
> data.  Import data from banks and savings accounts and create your account
> structure as you go.  Have you been importing all along?  I found that
> using the CSV file was too cumbersome.  Choosing QFX from your banking
> institutions might be a better idea.
>
> Someone way more knowledgeable will come along and tell you the easy way to
> make the switch but after a brief learning curve I'm finding it easy, if
> time consuming.
>
> One of our fellow users gave me this link that is proving very helpful.
> https://gnucash-docs-rst.readthedocs.io/en/latest/index.html
>
> Good luck!
> Po
>
> On Tue, Jul 19, 2022 at 3:28 PM Tom Browder <tom.browder at gmail.com> wrote:
>
> > I have my original Gnucase file which has been continually used (for
> about
> > 15 years)  mainly as a simple check book app to replace Quicken. I am
> > motivated now to (1) improve the account structure and (2) start moving
> > toward a properly used double-entry system so I can use the full power of
> > Gnucash.
> >
> > Is there any way to ignore accounts while incrementally working on
> tidying
> > up my mess? Or should I just give up and start afresh (ugh)?
> >
> > Thanks.
> >
> > Cheers!
> >
> > -Tom
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-- 
David Carlson


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