Thanks for your answer. When I said personal accounting I oversimplified. My wife and I both have independent consulting businesses. That means we have 3 bank accounts and six credit cards for a total of 9 "accounts" (transaction sources) Managing downloads manually would be too cumbersome. How does Gnucash allow me display my source accounts separately? Thanks
Barry Milliken ________________________________ From: R Losey <rlo...@gmail.com> Sent: Monday, January 8, 2024 11:17:58 AM To: barry milliken <barry.milli...@outlook.com> Cc: gnucash-user@gnucash.org <gnucash-user@gnucash.org> Subject: Re: [GNC] Moving from Quicken I, too, left Quicken about 8 years ago and changed to GnuCash. I had a slight familiarity with double-entry accounting, and I've seldom had any issues with GnuCash. I thought about importing Quicken data, but then decided against it... I reasoned that if I really did need to reference something I had in Quicken, I could open those files. In fact, I think I opened Quicken two or three times in the first couple of years, and haven't touched it since. It's just something to think about. I had trouble getting the downloads from financial institutions to work, so I do them manually and regularly reconcile. I don't really miss this function, but it is possible. As you will have heard, GnuCash doesn't have "categories"; it has "accounts". At the risk of offending a great multitude of GnuCash users, from the practical point of view, GnuCash accounts are very much like categories in Quicken. I know that they are not really the same thing, but as a former Quicken user, they are. In my experience, the one thing I had trouble with in GnuCash were the reports - most of them seem to need some kind of tweaking to get them to do what is wanted. Here's another thing to think about: instead of assigning accounts as "tax deductible", if you have an account whose transactions are deductible (such as charitable giving, you can create a report for just these accounts. You just need the discipline to only enter deductible items in such accounts. I do know that there is a US tax setup feature, but I haven't made full use of that -- and the report using the accounts I want to know about for tax reasons works well enough for my needs. RL On Sat, Jan 6, 2024 at 9:50 PM barry milliken <barry.milli...@outlook.com<mailto:barry.milli...@outlook.com>> wrote: I've been frustrated using Quicken for years. Maybe GNUcash will do what I want. My list of functions is small: I use Quicken for personal accounting, mainly to categorize transactions for tax reporting. Can GNUcash do these things: - import data from a Quicken QDF file as a starting point. - allow downloads of transactions from my bank accounts and credit cards. - allow me to assign a category to each transaction. - create categories (or import quicken categories) and assign each as tax deductible or not. - report and summarize tax deductible transaction at tax time. That's all I care about. Thanks Barry Milliken _______________________________________________ gnucash-user mailing list gnucash-user@gnucash.org<mailto:gnucash-user@gnucash.org> To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All. -- _________________________________ Richard Losey rlo...@gmail.com<mailto:rlo...@gmail.com> Micah 6:8 _______________________________________________ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
