[GNC] personal accounting. Work flow?
Carlo Albrile
carlo.gnucash at outlook.com
Thu Sep 25 16:03:36 EDT 2025
Hello,
For years we (my wife and I) have used GNUCash on my laptop to track our expenses.
Time and again I have adapted the ledger to our needs.
The simplified workflow is as follow:
A) Make as many as possible payments via Bank Card, VISA... Rational: use preferably any methods that will allow me to download transaction lists from the Bank.
B) Keep a paper note for cash payments.
C) Export data from banks and Credit Card
D) Import transaction as of point C) to GNUCash.
E) Reconcile. Bucket the expenses.
This activity is not fun so we tend to do it with delay bigger than our memory allows us to identify what and where we spent money for.
We found ourself with bank records of which we have no recollection. Several transaction from regular shops and wandering have been there as often?
How do people check transaction list downloaded from a Bank?
I experimented a bit with an APP (GNUCash Android) on my mobile phone. It turned out this is not the same project as GNUCash Version: 5.12 on my laptop.
What is the workflow people generally follow?
Any suggestions?
Thanks,
Bye,
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