I don't think Quicken is in imminent danger of takeover by GnuCash. However, just like any software there is a learning curve that you have to come to terms with for GnuCash. For right now, I keep two sets of books, one in Quicken and one in GnuCash. I assume that at some point I won't be able to use Quicken anymore, either because my current computer died and/or I can't get it installed on a new computer. I'm just preparing for the day that Quicken will be either be too expensive to update (like it is now) or becomes useless to me because of hardware. In all Quicken does a better job and is easier to use than GnuCash, but I am able to do everything in GnuCash that I do in Quicken, albeit with more effort.
iii On Monday, November 4, 2019, 3:38:55 AM UTC, Dean Bradley <no1clash...@mailbox.org> wrote: Hello Joseph, Thanks for the reply. Yeah, I was getting the sense this was going to be a chore, no matter how I sliced it. It seems to me that it is no more trouble to set up all the accounts, securities and opening balances manually, than it is to make multiple passes at incremental imports and all the subsequent amendments. So I think I'll take the manual route. I just hope that when all is said and done (mortgage, auto, IRA) that it will have been worth it, and that GnuCash is a suitable replacement for Quicken. I think Quicken gets a bum rap; I've been a (mostly) happy user of it for a long time. But I no longer want to maintain a Windows virtual machine for just one app. ~dean~ > On November 3, 2019 at 8:52 PM "Joseph G. Keithley, III" <jgk...@yahoo.com> > wrote: > > > Speaking from painful experience.... I exported my brokerage register in > quicken to a qif and then imported it into GnuCash. Once you get past all > the questions from the import not-so-wizard, it took a very long time to > import the file. I tried to break the file up by exporting/importing one > year at a time, but it was still a very slow process. The biggest hassle > was, after GnuCash imported the file, it asks to assign the imported > transactions of stock, bonds, equities, etc to equivalent GnuCash categories > or accounts. The specific hassle was, that it asks you to assign > transactions to categories/accounts (stock purchase or cash dividend or > dividend reinvestment) but is cuts the item short so you cant read what the > full item is and you have to guess whether you are defining a new stock or a > dividend etc. It was very painful. It took at least three separate attempts > before I got something workable and it still required a lot of after import > editing. The only words of advice I can offer are, START VERY SMALL! A few > transactions at a time. You can save yourself some time by predefining your > stocks, bonds and other investments in the security editor and creating the > appropriate categories/accounts for other transactions like dividends and > interest. > > > iii > > > > > On Monday, November 4, 2019, 12:13:19 AM UTC, Dean Bradley ><no1clash...@mailbox.org> wrote: > > > > > > Hello!, > I am a long-time (25+ years)_ trying to finish my conversion to Linux. I am > setting up GnuCash 3.7 on Manjaro KDE 18.1.2. I am not importing my Quicken > history, and am starting with a new file. The task at hand is setting up my > brokerage account and its holdings. There are 30 securities in this account; > a mix of cash, cash alternatives, funds and stocks. Following are some > questions about this. > > Can I import my holdings from a CSV file into GnuCash? > I have exported my holdings to a CSV file, but it does not appear that any of > the CSV import options are designed for importing holdings. "Import Accounts > as CSV" seems the most appropriate option, but the constraints on that import > file (must match the format of an export) don't match my CSV input file at > all. I've also looked at the Price import, but it doesn't capture much of the > information (e.g. quantity, description). And Import as Transactions just > seem wrong. > > in the absence of an import, it appears I must go through the multi-step > (15-20) process defined in Section 9 of the documentation for each > account/security (define account, define security, define opening balance), > for each of my 30 accounts? Is this correct? Is there any valid shortcut to > this cumbersome approach? > > Assuming I have to manually define each account /security... > Is it correct that I define my current holding (shares and price) as the > opening balance for each account, using the register? > I can export transactions from my brokerage as a QFX file. Once this is all > setup, will I be able to maintain this hierarchy of accounts under the > brokerage parent by importing QFX files? > > I appreciate any help and guidance you can give me. I'd really like to > complete my migration to Linux, and getting this sorted out seems the hardest > part of the process. > > Thanks,and regards, > ~dean~ > _______________________________________________ > 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. _______________________________________________ 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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