On Wednesday, 20 November 2024 06:17:28 GMT David Carlson wrote:
> I opened a new brokerage account at a different provider and I asked them
> to transfer all the securities directly from the previous provider without
> selling and buying. This was allowed, I think, because they were all held
> in
On 19 November 2024 at 16:39, Simon Roberts said:
> Hi all,
>
> I'm hoping to get my personal accounts onto GNC (I'm using it for a small
> business, so I'm tolerably familiar with it already).
>
> I exported a QIF from Quicken, and imported it. Lots of accounts were
> created in GNC that map "w
I opened a new brokerage account at a different provider and I asked them
to transfer all the securities directly from the previous provider without
selling and buying. This was allowed, I think, because they were all held
in street name at the previous provider. They are both US brokerage houses
Thanks so much, that did the trick! I had a few set right, but not all.
Your help is much appreciated!
Ed
On 19/11/2024 4:37 pm, David H wrote:
Well you don't provide any information and we can't see your file but
I suggest you check your preferences initially ..
GnuCash Preferences >> S
Simon,
Many happy GnuCash users are former Quicken users. They will mostly agree
that the transition did not go smoothly. If you search the GnuCash
documentation as well as the archives of this user mail list, you will find
a lot of angst as well as advice on how to succeed with a QIF based
expo
I can only speak from my experience (Long time but no accountant!).
I gave up on Quicken (QIF) imports. This is a proprietary format,
so my suggestion is to avoid if at all possible.
My preference is .OFX format, which is an open standard, or .csv
which is a little harder, but works well. (One
Simon
GNUCash is a double entry system, in your transaction it is mapping to the same
account, you need to find the counter account for this transaction and update
the same (deposit or withdrawal leg)
Saludos Cordiales
Murugan
From: gnucash-user
on beha
Simon:
Welcome to GnuCash! Good luck with your migration.
On 2024-11-19 15:39, Simon Roberts wrote:
...I exported a QIF from Quicken, and imported it. Lots of accounts were
created in GNC that map "well-at-first-glance" to the actual accounts and
categories in Quicken. However, many balances ar
Hi all,
I'm hoping to get my personal accounts onto GNC (I'm using it for a small
business, so I'm tolerably familiar with it already).
I exported a QIF from Quicken, and imported it. Lots of accounts were
created in GNC that map "well-at-first-glance" to the actual accounts and
categories in Qui
Hi, Barry,
When the time comes to complete a reconciliation which has been postponed
because of lack of time or information, simply open the account to be
reconciled and click on the Reconcile button. You’ll be prompted for the same
information as before (date of statement and its final balanc
Hi,
I am looking for (more) information on how the 'postpone' action works
in a reconsiliation. Does it follow along as you are entering
transactions or do you have to 'reconcile selection' after a set of
transactions, to be able to restart at the last action??
In other words how does it wor
Well you don't provide any information and we can't see your file but I
suggest you check your preferences initially ..
GnuCash Preferences >> Scheduled Transactions Since Last Run >> Run when
data file opened - is this checked on ?
Have you tried Action >> Scheduled Transactions >> Since Last Ru
Hi Richard.
I'll be doing it like option 1 :-)
Thanks,
F.
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Am Mo., 18. Nov. 2024 um 23:09 Uhr schrieb R Losey :
> I can think of two ways:
>
> 1) Let the payoff entry get added, and then
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