Cricket, One more point...
Strongly consider only moving one or two years data to GnuCash. When your file gets large you may prefer to have a new file for each year or whatever to keep GnuCash from bogging down and running too slow. It gets worse quickly if you leave a lot of reports and register windows open, or if you have a Hi-Res monitor, and having a powerful computer is not enough to prevent that. In my case it takes over a minute to open my file and about 10 seconds every time I press the Enter key. the periodic saves take so long that I can squeeze in about 1/2 a game of Solitaire. David Carlson On Fri, Apr 26, 2019 at 4:31 PM Cricket Onebit <cricketbeauti...@gmail.com> wrote: > On Thu, 25 Apr 2019 at 17:29, Adrien Monteleone < > adrien.montele...@lusfiber.net> wrote: > > > > I'm preparing to convert 14,000 transactions from Quicken. It's a bit > > > overwhelming, and I've put it off for years. > > > > Sounds like a daunting task. I don’t do such imports, but reading the > > various threads over the years, this will be a doozy. > > > > Yes, it's a daunting task, but I do't want to lose 10+ years of data. I'm > using an old version of Quicken, and don't trust the new version to be able > to read it. The old version might not work on newer Windows. I need to move > it. > > I’d try finding some of those threads or asking about a general ‘best > > practices’ or ‘workflow’ to accomplish this with the least amount of > > headache. > > > > There doesn't seem to be an easy way to find those threads. I might not be > searching right. "site:lists.gnucash.org quicken" has posts from many > years > ago on the first page, but not any from 2019. I know there are some from > 2019. > > Two gnucash.org pages need to be updated. They have broken links. > https://lists.gnucash.org/mailman/listinfo/gnucash-user > https://lists.gnucash.org/search/?idxinfo=gnucash-user > > Yes, you can do this at will, over and over till you have your tree the way > > you like it. (and then re-factor it again months later when you change > your > > mind) > > > > Yay! for easy moving / promoting / demoting / etc child / parent / sibling > / cousin accounts. Both your suggested methods make sense. > > One less reason to put off the migration. > > Also, for this particular example, I’d opt for tags for each kid instead of > > accounts, see below about Cars. > > > > I didn't think GNUCash supported tags. I plan to use #tagone in a text > field. That's one of the things I need to do in Quicken. Search for each > transaction using a label, and put it in a text field. Problem: The text > fields are short. Maybe I'll create accounts/categories for each tag, and > add a $0.01 line. That will at least preserve the info. Then in GC edit > again to put the tags in a text field and undo the $0.01 split. (Not $0 > because I think Quicken ignores $0 lines.) > > I’ve not found one yet, though that may be in the documentation. Look into > > Double-Line mode to give you an extra note field. Once discovered, I now > > use it extensively. > > > > I like that GNUCash makes it easy to switch between journal, register, and > split views. > > The #1 piece of advice I could give to anyone who even thinks they might > > want detail or multiple levels of categorization is to record as much > info > > as possible in each transaction. Record each split line from a receipt > and > > never combine items. Be descriptive for each split. That way, in the > > future, should you decide to break something out into its own account, > the > > process will be much easier. But if you don’t have that info in the first > > place... > > > > I've annoyed many people with data. It runs in the family. > > "Nothing ruins an argument like a fact." -- RM Thomas, P.Eng. (aka Dad) > > > > On the reporting end, if you really need to have parents with their own > > transactions (instead of just as placeholders), set your options like > this > > on the P&L (Income Statement): > > > > Options > Display > Parent account balances > Account Balance > > Options > Display > Parent account subtotals > Show Subtotals > > ... > > Parts` has one break-out sub-account with the remaining transactions in > > itself. So that one shows its own balance, and the `Total Parts` line > > combines it with its sub-account. > > > > Yay! I wasn't looking forward to creating "misc" (grand) child accounts for > every parent and moving the transactions. The GC report is similar to the > Quicken report. > > Does it also do that for a Transaction, Group by (sub-)account report? I > use that one a lot. There's probably something close enough. > > +++ > > Enough stalling. Today's goal is to replace all the investment accounts > with basic accounts. Apparently migrating investments isn't reliable. I > won't lose any data because I haven't tracked investment details in Quicken > in years. Also create appropriate income/loss accounts for the investment > accounts so the year-end balances work. And, of course, lots of pre/post > change reports to catch problems. > > Wish me luck! > _______________________________________________ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > If you are using Nabble or Gmane, please see > https://wiki.gnucash.org/wiki/Mailing_Lists for more information. > ----- > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. > -- David Carlson _______________________________________________ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. ----- Please remember to CC this list on all your replies. 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