On 19 November 2024 at 16:38, Michael Hendry said:
> 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
The duplicate entries issue with QIF imports is very common if you have
more than one account in a given QIF import file because there are no
existing entries to compare against during the import. The easiest
solution is to import one account at a time and carefully monitor the
matching step to be
Barry,
One thing that hasn't been mentioned is that while the reconciliation
window is still open you can mak any necessary corrections in any
account register without first closing the reconciliation window. Those
corrections are then added to the panes in the reconciliation window
automatically
Many thanks Murugan, Fred; I've been using GNC for some years now for other
accounting, so double entry is decently familiar (though I don't usually
use the transaction journal). However, I hadn't recognized what was
happening with the two entries, not least because each showed a split to
the other
I suggest simply rename the account to new broker name if you want to keep
reports generated intact.
The name is in no way linked or tied internally anywhere so you can rename as
you like as it is free format text. You can add a "note" transaction in the
register as reminder when the transfer t
On 11/20/24 06:14, SFR via gnucash-user wrote:
Sounds good, but I have found myself in a resumed recon, at a point
well behind where I left off. Maybe I continued after a 'postpone'
order and didn't postpone again. Is there a risk that the first
postpone is not overridden if I postponed twice?
Simon,
Welcome to GNUCash!
So having gone through migration of Quicken to GNUCash via QIF export-import
back in 2020 for decades of data in Quicken, it is not a seamless migration as
you hope - and rightfully shouldn’t expected one as GNUCash is not a
like-for-like products as Quicken is.
As
Thanks for the suggestions so far. I had not thought of the re-parent
option. That would be quite easy, although I had embedded a hint at the
broker name in the names of the original set of security accounts, which
would complicate that process a bit if I use it. I know that there is no
need in
Sounds good, but I have found myself in a resumed recon, at a point well
behind where I left off. Maybe I continued after a 'postpone' order and
didn't postpone again. Is there a risk that the first postpone is not
overridden if I postponed twice?
I suppose I should just postpone once!!
The o
Imight just create the base brokerage account and reparent the individual stock
and mutual fund accounts into the new brokerage.
Otherwise, zero dollar transactions sending shares only? Note that this would
likely affect capital gains calculations...
David T.
On Nov 20, 2024, 9:19 AM, at 9
On 20 Nov 2024, at 08:12, Liz wrote:
>
> On Tue, 19 Nov 2024 17:54:54 -
> "Fred Bone" mailto:f...@mandfb.me.uk>> wrote:
>
>>> 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
On 11/19/24 07:12, SFR via gnucash-user wrote:
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 th
On Tue, 19 Nov 2024 20:55:19 -0600
David Carlson wrote:
> You will probably decide to break the process down by accounts
> and time intervals, especially if you need to edit the data during
> the QIF import, which can literally take your full attention for
> hours for a large import.
>
> Good l
On Tue, 19 Nov 2024 17:54:54 -
"Fred Bone" wrote:
> > 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 prompte
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