[GNC] personal accounting. Work flow?

[R Losey]

Unlike you, I don't like getting data from banks; so often, they don't
support methods that I need or else they charge for download privilege.

We have a drawer into which we throw all of our receipts and we enter them
weekly.

We reconcile the checking account and credit cards regularly.

I know that others here enter data as items occur.


On Thu, Sep 25, 2025 at 3:04 PM Carlo Albrile <carlo.gnucash at outlook.com>
wrote:

> 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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-- 
_________________________________
Richard Losey
rlosey at gmail.com
Micah 6:8