[GNC] Revising an old Gnucash file

[Terence Love]

Being able to transfer bank transaction data is a godsend.
I've found QIF file format more reliable to transfer transaction data from
financial institutions - except for from PayPal.
The Gnucash process isn't super obvious but works well. The auto recognition
of same transactions is excellent.
An improvement for repeated transactions that vary because the bank adds a
different number to each would be good. For example, the ability to select
part of the transaction text as the identifier for automated repeat
transaction allocation.


-----Original Message-----
From: gnucash-user
<gnucash-user-bounces+admin=loveservices.com.au at gnucash.org> On Behalf Of
David Carlson
Sent: Wednesday, 20 July 2022 5:26 AM
To: Phyllis Bruce <pobruce46 at gmail.com>
Cc: Gnucash Users <gnucash-user at gnucash.org>
Subject: Re: [GNC] Revising an old Gnucash file

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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