Re: [GNC] Migration and On-lind banking Manuals

2023-07-17 Thread Brad Morrison

Hi Chris/David/all,

While David covered some of the aspects of migrating your QuickBooks 
files into GnuCash, as far as online banking, I would suggest checking 
out https://wiki.gnucash.org/wiki/Setting_up_OFXDirectConnect & 
https://wiki.gnucash.org/wiki/OFX_Direct_Connect_Bank_Settings and 
seeing whether what you are hoping to do is possible with GnuCash and 
with the financial institution(s) that you use.


https://www.ofxhome.com/ - might also be helpful for determining the 
connection settings for the financial institutions listed there


https://financialdataexchange.org/ofx - I have heard from others on this 
GnuCash mailing list that OFX is not well maintained and further 
development is iffy. "Death by a thousand cuts" is how one person 
described OFX (https://en.wikipedia.org/wiki/Open_Financial_Exchange).


You also mentioned 'company files' in QuickBooks and while I am not 
exactly sure what you mean by that, if you have anything other than a 
very simple business, GnuCash may not work well for you:


https://github.com/Gnucash/gnucash/pull/1623#issuecomment-1583966278 - 
"But GnuCash isn't suitable for large—or even small;mdash;enterprises 
and never will be. GnuCash is for tiny and simple enterprises; we often 
say individuals and sole proprietorships. Even having employees makes 
using GnuCash a dubious proposition (no payroll module), as does 
carrying more than a very few line items of inventory (no inventory 
module) or performing any sort of manufacturing (no bill of materials or 
cost accounting modules).


Adding those modules is a non-starter: Consider that it's been 10 years 
since we began working on separating libgnucash from the application, 
converting from GObject to C++, and changing from a program that can 
load its data from a SQL database and put it back to one that is built 
around SQL queries. We haven't gotten very far.


Those seeking a F/LOSS accounting solution for larger enterprises should 
look to Odoo ." (https://www.odoo.com/ & 
https://www.odoo.com/accounting-firms)


I include that last part just to make any expectations you might have 
more grounded in the reality of GnuCash's current capabilities.


Good luck!

Brad


On 7/16/23 19:22, David Cousens wrote:

Chris,

If you will have ongoing access to Quickbooks then it is reasonable just to
start by transferring the balances. If for some reason (unable to run the
program in future due to platform change etc etc) you will not have access but
still have a need to access the previous records, then data migration.

When I first moved to GnuCash I had previous data from a business in MYOB.
Initially I just transferred the balances but eventually I transferred the data
for previous years using CSV export and import into GnuCash. I worked back wards
a year at a time resetting the opening balances. I produced balance sheets for
each year and Profit/Loss reports in MYOB before starting and ensured the
corresponding reports in GnuCash matched after completing the import of data for
a given year.  If the reconciliation was valid to some date (eg start of a
current period) before beginning the import and it still works on the major
accounts to the same date after import, you can be reasonably sure that you
haven't introduced too many major errors. If it doesn't agree use the usual
procedures to locate errors in the records until the reconciliation is in
agreement again. Gnucash will show any unreconciled transactions from past
periods in the reconciliation dialogue for a reconciliation to a dtae in the
current period and you can keep a reconciliation dialogue open while importing
the data.
  
Quickbboks IIF files seem to be tab separated CSV files so GNucash's importer

should be able to handle them.

With the importer it is usually good practice to initially import relatively
small batches until you work out the correct associations between columns in the
expoprted data and the corresponding headings within GnuCash. It is possibly a
good idea to initially do this on a dummy set of books to sort out the problems
and only import into your working books once you have it sorted and routine. I
imported data a month at a time going backwards when I initially did this (circa
2010) and gradually moved to 6 months and then a year at a time when I had a
reliable methodology worked out.

Make frequent backups of the data file as you work backwards.

Another approach that I didn't try was to enter the historical data into a
separate data file from the file for the current data going forward.

Good luck

David Cousens

On Sun, 2023-07-16 at 18:13 -0700, Chris Miller wrote:

Hi Folks,

I have a few Intuit QuickBooks "Company Files" that I will migrate to GnuCash.
I'm looking for migration advice.

It is not clear how much history I want to take with me. I may simply start
with exiting account balances, and live with QuickBooks for historical
reports. Or, it may be easy and worthwhile to move move more than 

Re: [GNC] Migration and On-lind banking Manuals

2023-07-16 Thread David Cousens
Chris,

If you will have ongoing access to Quickbooks then it is reasonable just to
start by transferring the balances. If for some reason (unable to run the
program in future due to platform change etc etc) you will not have access but
still have a need to access the previous records, then data migration.

When I first moved to GnuCash I had previous data from a business in MYOB.
Initially I just transferred the balances but eventually I transferred the data
for previous years using CSV export and import into GnuCash. I worked back wards
a year at a time resetting the opening balances. I produced balance sheets for
each year and Profit/Loss reports in MYOB before starting and ensured the
corresponding reports in GnuCash matched after completing the import of data for
a given year.  If the reconciliation was valid to some date (eg start of a
current period) before beginning the import and it still works on the major
accounts to the same date after import, you can be reasonably sure that you
haven't introduced too many major errors. If it doesn't agree use the usual
procedures to locate errors in the records until the reconciliation is in
agreement again. Gnucash will show any unreconciled transactions from past
periods in the reconciliation dialogue for a reconciliation to a dtae in the
current period and you can keep a reconciliation dialogue open while importing
the data.
 
Quickbboks IIF files seem to be tab separated CSV files so GNucash's importer
should be able to handle them.

With the importer it is usually good practice to initially import relatively
small batches until you work out the correct associations between columns in the
expoprted data and the corresponding headings within GnuCash. It is possibly a
good idea to initially do this on a dummy set of books to sort out the problems
and only import into your working books once you have it sorted and routine. I
imported data a month at a time going backwards when I initially did this (circa
2010) and gradually moved to 6 months and then a year at a time when I had a
reliable methodology worked out.

Make frequent backups of the data file as you work backwards.

Another approach that I didn't try was to enter the historical data into a
separate data file from the file for the current data going forward.

Good luck

David Cousens

On Sun, 2023-07-16 at 18:13 -0700, Chris Miller wrote:
> Hi Folks, 
> 
> I have a few Intuit QuickBooks "Company Files" that I will migrate to GnuCash.
> I'm looking for migration advice. 
> 
> It is not clear how much history I want to take with me. I may simply start
> with exiting account balances, and live with QuickBooks for historical
> reports. Or, it may be easy and worthwhile to move move more than that. I
> don't know and I'd be interested to hear advice. For example, how difficult is
> it to start with zero migrated history and set account starting balances and
> then later migrate additional history and adjust starting balances? Or maybe
> there are other, even better strategies. I'm sure I am not the first user to
> move from QuickBooks. 
> 
> What is the minimum migration to do on-line banking? Is there a manual for on-
> line banking options and configuration? 
> 
> I think my goal is to get started using GnuCash as soon as I can and not get
> bogged down in the whole migration problem. 
> 
> Thanks for the help, 

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Re: [GNC] Migration

2019-08-04 Thread Clint Chaplin
The more basic limitation of MYM is the complete inability to include
transfers to different "accounts" (bank, investment, credit card), in a
split transaction.  Splits can only go to budget categories.

This causes lots of silly/stupid workarounds like the one below.

On Thu, Aug 1, 2019 at 11:12 AM Clint Chaplin  wrote:

> Thanks!
>
> MYM, unfortunately, does not rigidly enforce the double entry aspects of
> financial recording.  As a for instance, 401(k) contributions from my
> paycheck would not automatically transfer to the account; I've had to
> manually adjust the cash balance of the investment to record the
> contribution.
>
> On Thu, Aug 1, 2019 at 1:20 AM David Carlson 
> wrote:
>
>> Hi,
>>
>> Welcome to GnuCash!
>>
>> I found the user group called "MYM users" on Facebook and the forum on
>> https://www.starkeysoftware.com/MYM/.  I recall that MYM was very nice
>> when
>> I used it, and I think it was rather rigidly double-entry, so it should
>> import into GnuCash rather easily if it can make good QIF exports.  Since
>> it basically is limited to one or two years' data in a data file, you
>> would
>> probably want to convert one file at a time and keep them separate rather
>> than concatenating them into a "huge" single data file.  While GnuCash
>> doesn't have the DOS limits, from personal experience I can tell you that
>> it still gets slow with a decade long data file.
>>
>> I have some old MYM data files on some old hard drive if I ever have time
>> to fire it up, or really old floppies but I can't find them right now.
>>
>> GnuCash is rigidly double-entry but it can keep basic investment records
>> as
>> well as checkbook records.  It is limited as a budgeting tool, tho.
>>
>> It does have a bit of a learning curve, but I like it better than the
>> others that I have tried.
>>
>> David Carlson
>>
>> On Thu, Aug 1, 2019 at 12:21 AM Dennis Powless 
>> wrote:
>>
>> > I can say the migration process wasn't easy, but wasn't too hard.  I was
>> > able to do it and got it up and running with all my old quicken data.  I
>> > can't remember the number of years of quicken data, maybe 5-10 years or
>> > more.  I've probably been with gnucash for about 10 years maybe.
>> >
>> > After all is said and done, I'd NEVER go back to quicken.  Gnucash has
>> done
>> > everything I need (I don't have complicated stocks or investments).  I
>> only
>> > use it for my personal finances, not a business, so can't comment on
>> that.
>> >
>> >
>> > I'm not familiar with MYM12, so don't know about that migration.
>> >
>> > Gnucash is a great program and open source, the devs work very hard on
>> > keeping it up to date and are making improvements all the time.
>> >
>> > d
>> >
>> > On Wed, Jul 31, 2019 at 11:04 PM David T. via gnucash-user <
>> > gnucash-user@gnucash.org> wrote:
>> >
>> > > I won't comment on whether the migration process has become simpler
>> over
>> > > the years, as I haven't done it in about as long.
>> > >
>> > > There has been a huge amount of discussion over the years on the
>> question
>> > > of migration from Quicken (usually tied either to the beginning of a
>> new
>> > > calendar year, or the imposition of a new fee structure by Intuit).
>> > >
>> > > A search of the mailing list archives will turn these up.
>> > >
>> > > Additionally, the wiki includes a summary of many of the points that
>> have
>> > > been raised on the topic.
>> > > wiki.gnucash.org/wiki/FAQ#Importing.2FExporting_Data
>> > >
>> > > I can't comment on the ease of migration from the other application,
>> but
>> > I
>> > > can say that the strict enforcement of double entry accounting in
>> gnucash
>> > > causes most Quicken refugees some discomfort. People with complicated
>> > stock
>> > > holdings also encounter special challenges typically.
>> > >
>> > > David
>> > >
>> > >
>> > >   On Thu, Aug 1, 2019 at 6:54, Jean-David Beyer via gnucash-user<
>> > > gnucash-user@gnucash.org> wrote:   On 7/31/19 5:01 PM, Clint Chaplin
>> > > wrote:
>> > > > Hi all,
>> > > >
>> > > > I am looking for, well, some assurance here.
>> > > >
>> > > > How many of you migrated to GnuCash from another financial
>> product?  If
>> > > you
>> > > > did, what did you migrate from?  How much data did you have to
>> migrate?
>> > > > And would you do it again knowing what you know now?
>> > > >
>> > >
>> > > I ran Quicken for a few years, but I could not stand Windows 95
>> (current
>> > > at the time), so I switched to Red Hat Linux 5 in about mid 1998. A
>> > > little later, I started using GnuCash. It could presumably convert
>> from
>> > > Quicken, but it made such a mess of mine that I just dropped all the
>> old
>> > > data and started afresh.
>> > >
>> > > I suppose in the decade or more since than, Gnucash has improved the
>> > > behavior of the conversions.
>> > >
>> > >
>> > > --
>> > >   .~.  Jean-David Beyer
>> > >   /V\  PGP-Key:166D840A 0C610C8B
>> > >  /( )\ Shrewsbury, New Jersey
>> > >  ^^-^^ 21:15:01 up 6 days, 6:07, 2 users, 

Re: [GNC] Migration

2019-08-03 Thread Liz
On Thu, 1 Aug 2019 03:03:11 + (UTC)
"David T. via gnucash-user"  wrote:

> I can't comment on the ease of migration from the other application,
> but I can say that the strict enforcement of double entry accounting
> in gnucash causes most Quicken refugees some discomfort.

Here I would agree.
My Quicken data, which I had started last century, was very poorly
entered and I found that a lot of my GST entries were entered in
reverse, a possibility that could not happen with careful use of
Gnucash.
Over the years my annual accountants bill has not gone up too much, so
I think that the higher standard of data entry enforced with Gnucash
has saved me hard currency.

I do 4 sets of books in Gnucash, including invoicing, but do not track
bills received nor stocks and shares.

Ease of migration?? I have no recall whatsoever of what happened.

liz
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Re: [GNC] migration, aka gnucash-user Digest, Vol 196, Issue 61

2019-08-01 Thread David Carlson
Clint,

I use a home made spreadsheet to track lots if I really need to for tax
purposes, but here in the US brokers are supposed to do that for us, and we
just need to be confident that they are doing it correctly.  Also, they are
supposed to use an average cost method unless we told them to use a
different method, so lot tracking is almost a non-issue now.

GnuCash can do it, but it is awkward and very difficult to verify that it
is correct, especially for methods other than fifo or average cost.

David Carlson


On Thu, Aug 1, 2019, 5:03 PM David Cousens  wrote:

> DRIPS certainly won't make life easy for this sort of exercise.
>
> David
>
>
>
> -
> David Cousens
> --
> Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html
> ___
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Re: [GNC] Migration

2019-08-01 Thread Mike Commissaris
>
>
> Date: Thu, 1 Aug 2019 11:09:27 -0700
> From: Clint Chaplin 
> To: Mike Commissaris 
> Cc: Gnucash Users 
> Subject: Re: [GNC] gnucash-user Digest, Vol 196, Issue 61
> Message-ID:
>  tuwx_oihoz_j1pa6bcy+...@mail.gmail.com>
> Content-Type: text/plain; charset="UTF-8"
>
> How did you handle your investments?  I can see starting afresh with
> standard transactions, but investments can live and have records for
> decades (capital gains/losses, etc.).
>
> On Wed, Jul 31, 2019 at 10:41 PM Mike Commissaris <
> commissaris.m...@gmail.com> wrote:
>
>

Sorry, not much help for you in that regard. I have a small number of
mutual funds and tend to buy and hold. I did, as you say,  just start fresh
at the beginning of the year, and just added the small amount of activity
throughout the year, without any import. Time allowing, I enter previous
data as I can.



> [GNC] Migration
> >
> > > Date: Wed, 31 Jul 2019 14:01:05 -0700
> > > From: Clint Chaplin 
> > > To: Gnucash Users 
> > > Subject: [GNC] Migration
> > > Message-ID:
> > >  > > ttfsqe4fpkot...@mail.gmail.com>
> > > Content-Type: text/plain; charset="UTF-8"
> > >
> > > Hi all,
> > >
> > > I am looking for, well, some assurance here.
> > >
> > > How many of you migrated to GnuCash from another financial product?  If
> > you
> > > did, what did you migrate from?  How much data did you have to migrate?
> > > And would you do it again knowing what you know now?
> > >
> > > I am currently using MYM12 with 34 years of data, as well as Quicken5
> in
> > > parallel for the last 20 some odd years.  MYM12 is still plugging away,
> > but
> > > Quicken5 is showing signs of reaching its limits.  Thinking of next
> > steps.
> > > I have read through the GnuCash Guide, and done a little browsing
> through
> > > the last few months of messages here.
> > >
> > >
> > > --
> > > Clint (JOATMON) Chaplin
> > >
> > >
> > > --
> > >
> > >  I read most of the manuals and instructions while using GNC in
> parallel
> > with Quicken for a year. I was also learning Linux Mint. I do home
> > accounting and some investments. Also used AR a couple times.  I dumped
> > Quicken and migrated another previous years data on a month by month, by
> > account basis. I now only use Quicken for 10 plus year's of pre-GNC
> > history.
> >
> > I guess I have learned that migrating in smaller chunks is better and
> check
> > the quality of the files to be imported.
> >
>
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Re: [GNC] Migration

2019-08-01 Thread Clint Chaplin
Thanks!

MYM, unfortunately, does not rigidly enforce the double entry aspects of
financial recording.  As a for instance, 401(k) contributions from my
paycheck would not automatically transfer to the account; I've had to
manually adjust the cash balance of the investment to record the
contribution.

On Thu, Aug 1, 2019 at 1:20 AM David Carlson 
wrote:

> Hi,
>
> Welcome to GnuCash!
>
> I found the user group called "MYM users" on Facebook and the forum on
> https://www.starkeysoftware.com/MYM/.  I recall that MYM was very nice
> when
> I used it, and I think it was rather rigidly double-entry, so it should
> import into GnuCash rather easily if it can make good QIF exports.  Since
> it basically is limited to one or two years' data in a data file, you would
> probably want to convert one file at a time and keep them separate rather
> than concatenating them into a "huge" single data file.  While GnuCash
> doesn't have the DOS limits, from personal experience I can tell you that
> it still gets slow with a decade long data file.
>
> I have some old MYM data files on some old hard drive if I ever have time
> to fire it up, or really old floppies but I can't find them right now.
>
> GnuCash is rigidly double-entry but it can keep basic investment records as
> well as checkbook records.  It is limited as a budgeting tool, tho.
>
> It does have a bit of a learning curve, but I like it better than the
> others that I have tried.
>
> David Carlson
>
> On Thu, Aug 1, 2019 at 12:21 AM Dennis Powless 
> wrote:
>
> > I can say the migration process wasn't easy, but wasn't too hard.  I was
> > able to do it and got it up and running with all my old quicken data.  I
> > can't remember the number of years of quicken data, maybe 5-10 years or
> > more.  I've probably been with gnucash for about 10 years maybe.
> >
> > After all is said and done, I'd NEVER go back to quicken.  Gnucash has
> done
> > everything I need (I don't have complicated stocks or investments).  I
> only
> > use it for my personal finances, not a business, so can't comment on
> that.
> >
> >
> > I'm not familiar with MYM12, so don't know about that migration.
> >
> > Gnucash is a great program and open source, the devs work very hard on
> > keeping it up to date and are making improvements all the time.
> >
> > d
> >
> > On Wed, Jul 31, 2019 at 11:04 PM David T. via gnucash-user <
> > gnucash-user@gnucash.org> wrote:
> >
> > > I won't comment on whether the migration process has become simpler
> over
> > > the years, as I haven't done it in about as long.
> > >
> > > There has been a huge amount of discussion over the years on the
> question
> > > of migration from Quicken (usually tied either to the beginning of a
> new
> > > calendar year, or the imposition of a new fee structure by Intuit).
> > >
> > > A search of the mailing list archives will turn these up.
> > >
> > > Additionally, the wiki includes a summary of many of the points that
> have
> > > been raised on the topic.
> > > wiki.gnucash.org/wiki/FAQ#Importing.2FExporting_Data
> > >
> > > I can't comment on the ease of migration from the other application,
> but
> > I
> > > can say that the strict enforcement of double entry accounting in
> gnucash
> > > causes most Quicken refugees some discomfort. People with complicated
> > stock
> > > holdings also encounter special challenges typically.
> > >
> > > David
> > >
> > >
> > >   On Thu, Aug 1, 2019 at 6:54, Jean-David Beyer via gnucash-user<
> > > gnucash-user@gnucash.org> wrote:   On 7/31/19 5:01 PM, Clint Chaplin
> > > wrote:
> > > > Hi all,
> > > >
> > > > I am looking for, well, some assurance here.
> > > >
> > > > How many of you migrated to GnuCash from another financial product?
> If
> > > you
> > > > did, what did you migrate from?  How much data did you have to
> migrate?
> > > > And would you do it again knowing what you know now?
> > > >
> > >
> > > I ran Quicken for a few years, but I could not stand Windows 95
> (current
> > > at the time), so I switched to Red Hat Linux 5 in about mid 1998. A
> > > little later, I started using GnuCash. It could presumably convert from
> > > Quicken, but it made such a mess of mine that I just dropped all the
> old
> > > data and started afresh.
> > >
> > > I suppose in the decade or more since than, Gnucash has improved the
> > > behavior of the conversions.
> > >
> > >
> > > --
> > >   .~.  Jean-David Beyer
> > >   /V\  PGP-Key:166D840A 0C610C8B
> > >  /( )\ Shrewsbury, New Jersey
> > >  ^^-^^ 21:15:01 up 6 days, 6:07, 2 users, load average: 5.41, 5.02,
> 4.87
> > > ___
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> > > 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 

Re: [GNC] Migration

2019-08-01 Thread David Carlson
Hi,

Welcome to GnuCash!

I found the user group called "MYM users" on Facebook and the forum on
https://www.starkeysoftware.com/MYM/.  I recall that MYM was very nice when
I used it, and I think it was rather rigidly double-entry, so it should
import into GnuCash rather easily if it can make good QIF exports.  Since
it basically is limited to one or two years' data in a data file, you would
probably want to convert one file at a time and keep them separate rather
than concatenating them into a "huge" single data file.  While GnuCash
doesn't have the DOS limits, from personal experience I can tell you that
it still gets slow with a decade long data file.

I have some old MYM data files on some old hard drive if I ever have time
to fire it up, or really old floppies but I can't find them right now.

GnuCash is rigidly double-entry but it can keep basic investment records as
well as checkbook records.  It is limited as a budgeting tool, tho.

It does have a bit of a learning curve, but I like it better than the
others that I have tried.

David Carlson

On Thu, Aug 1, 2019 at 12:21 AM Dennis Powless 
wrote:

> I can say the migration process wasn't easy, but wasn't too hard.  I was
> able to do it and got it up and running with all my old quicken data.  I
> can't remember the number of years of quicken data, maybe 5-10 years or
> more.  I've probably been with gnucash for about 10 years maybe.
>
> After all is said and done, I'd NEVER go back to quicken.  Gnucash has done
> everything I need (I don't have complicated stocks or investments).  I only
> use it for my personal finances, not a business, so can't comment on that.
>
>
> I'm not familiar with MYM12, so don't know about that migration.
>
> Gnucash is a great program and open source, the devs work very hard on
> keeping it up to date and are making improvements all the time.
>
> d
>
> On Wed, Jul 31, 2019 at 11:04 PM David T. via gnucash-user <
> gnucash-user@gnucash.org> wrote:
>
> > I won't comment on whether the migration process has become simpler over
> > the years, as I haven't done it in about as long.
> >
> > There has been a huge amount of discussion over the years on the question
> > of migration from Quicken (usually tied either to the beginning of a new
> > calendar year, or the imposition of a new fee structure by Intuit).
> >
> > A search of the mailing list archives will turn these up.
> >
> > Additionally, the wiki includes a summary of many of the points that have
> > been raised on the topic.
> > wiki.gnucash.org/wiki/FAQ#Importing.2FExporting_Data
> >
> > I can't comment on the ease of migration from the other application, but
> I
> > can say that the strict enforcement of double entry accounting in gnucash
> > causes most Quicken refugees some discomfort. People with complicated
> stock
> > holdings also encounter special challenges typically.
> >
> > David
> >
> >
> >   On Thu, Aug 1, 2019 at 6:54, Jean-David Beyer via gnucash-user<
> > gnucash-user@gnucash.org> wrote:   On 7/31/19 5:01 PM, Clint Chaplin
> > wrote:
> > > Hi all,
> > >
> > > I am looking for, well, some assurance here.
> > >
> > > How many of you migrated to GnuCash from another financial product?  If
> > you
> > > did, what did you migrate from?  How much data did you have to migrate?
> > > And would you do it again knowing what you know now?
> > >
> >
> > I ran Quicken for a few years, but I could not stand Windows 95 (current
> > at the time), so I switched to Red Hat Linux 5 in about mid 1998. A
> > little later, I started using GnuCash. It could presumably convert from
> > Quicken, but it made such a mess of mine that I just dropped all the old
> > data and started afresh.
> >
> > I suppose in the decade or more since than, Gnucash has improved the
> > behavior of the conversions.
> >
> >
> > --
> >   .~.  Jean-David Beyer
> >   /V\  PGP-Key:166D840A 0C610C8B
> >  /( )\ Shrewsbury, New Jersey
> >  ^^-^^ 21:15:01 up 6 days, 6:07, 2 users, load average: 5.41, 5.02, 4.87
> > ___
> > 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.
> >
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> > gnucash-user@gnucash.org
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> > If you are using Nabble or Gmane, please see
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> > -
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> > You can do this by using Reply-To-List or Reply-All.
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> ___

Re: [GNC] Migration

2019-07-31 Thread Dennis Powless
I can say the migration process wasn't easy, but wasn't too hard.  I was
able to do it and got it up and running with all my old quicken data.  I
can't remember the number of years of quicken data, maybe 5-10 years or
more.  I've probably been with gnucash for about 10 years maybe.

After all is said and done, I'd NEVER go back to quicken.  Gnucash has done
everything I need (I don't have complicated stocks or investments).  I only
use it for my personal finances, not a business, so can't comment on that.


I'm not familiar with MYM12, so don't know about that migration.

Gnucash is a great program and open source, the devs work very hard on
keeping it up to date and are making improvements all the time.

d

On Wed, Jul 31, 2019 at 11:04 PM David T. via gnucash-user <
gnucash-user@gnucash.org> wrote:

> I won't comment on whether the migration process has become simpler over
> the years, as I haven't done it in about as long.
>
> There has been a huge amount of discussion over the years on the question
> of migration from Quicken (usually tied either to the beginning of a new
> calendar year, or the imposition of a new fee structure by Intuit).
>
> A search of the mailing list archives will turn these up.
>
> Additionally, the wiki includes a summary of many of the points that have
> been raised on the topic.
> wiki.gnucash.org/wiki/FAQ#Importing.2FExporting_Data
>
> I can't comment on the ease of migration from the other application, but I
> can say that the strict enforcement of double entry accounting in gnucash
> causes most Quicken refugees some discomfort. People with complicated stock
> holdings also encounter special challenges typically.
>
> David
>
>
>   On Thu, Aug 1, 2019 at 6:54, Jean-David Beyer via gnucash-user<
> gnucash-user@gnucash.org> wrote:   On 7/31/19 5:01 PM, Clint Chaplin
> wrote:
> > Hi all,
> >
> > I am looking for, well, some assurance here.
> >
> > How many of you migrated to GnuCash from another financial product?  If
> you
> > did, what did you migrate from?  How much data did you have to migrate?
> > And would you do it again knowing what you know now?
> >
>
> I ran Quicken for a few years, but I could not stand Windows 95 (current
> at the time), so I switched to Red Hat Linux 5 in about mid 1998. A
> little later, I started using GnuCash. It could presumably convert from
> Quicken, but it made such a mess of mine that I just dropped all the old
> data and started afresh.
>
> I suppose in the decade or more since than, Gnucash has improved the
> behavior of the conversions.
>
>
> --
>   .~.  Jean-David Beyer
>   /V\  PGP-Key:166D840A 0C610C8B
>  /( )\ Shrewsbury, New Jersey
>  ^^-^^ 21:15:01 up 6 days, 6:07, 2 users, load average: 5.41, 5.02, 4.87
> ___
> 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.
>
> ___
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Re: [GNC] Migration

2019-07-31 Thread David T. via gnucash-user
I won't comment on whether the migration process has become simpler over the 
years, as I haven't done it in about as long. 

There has been a huge amount of discussion over the years on the question of 
migration from Quicken (usually tied either to the beginning of a new calendar 
year, or the imposition of a new fee structure by Intuit).

A search of the mailing list archives will turn these up. 

Additionally, the wiki includes a summary of many of the points that have been 
raised on the topic.  wiki.gnucash.org/wiki/FAQ#Importing.2FExporting_Data

I can't comment on the ease of migration from the other application, but I can 
say that the strict enforcement of double entry accounting in gnucash causes 
most Quicken refugees some discomfort. People with complicated stock holdings 
also encounter special challenges typically. 

David
 
 
  On Thu, Aug 1, 2019 at 6:54, Jean-David Beyer via 
gnucash-user wrote:   On 7/31/19 5:01 PM, Clint 
Chaplin wrote:
> Hi all,
> 
> I am looking for, well, some assurance here.
> 
> How many of you migrated to GnuCash from another financial product?  If you
> did, what did you migrate from?  How much data did you have to migrate?
> And would you do it again knowing what you know now?
> 

I ran Quicken for a few years, but I could not stand Windows 95 (current
at the time), so I switched to Red Hat Linux 5 in about mid 1998. A
little later, I started using GnuCash. It could presumably convert from
Quicken, but it made such a mess of mine that I just dropped all the old
data and started afresh.

I suppose in the decade or more since than, Gnucash has improved the
behavior of the conversions.


-- 
  .~.  Jean-David Beyer
  /V\  PGP-Key:166D840A 0C610C8B
 /( )\ Shrewsbury, New Jersey
 ^^-^^ 21:15:01 up 6 days, 6:07, 2 users, load average: 5.41, 5.02, 4.87
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Re: [GNC] Migration from 2.6 to 3.0 with mysql/mariadb

2018-06-16 Thread Geert Janssens
Hi,

Some people experience issues migrating a db based book to 3.x. I believe 
several of these issues have been fixed either in 3.1 or the upcoming 3.2. If 
you can wait, I'd suggest to try with 3.2 in a few weeks.

Regards,

Geert

Op woensdag 13 juni 2018 17:07:58 CEST schreef Paul Neuwirth via gnucash-user:
> Hello,
> I "accidently" upgraded to 3.0 and on startup, I got the message,
> database was errernous or corrupted.
> Could not see any corrosponding messages on console.
> Using mariadb, working great with 2.6.
> I thought, when running 3.0 the first time database would be converted?
> 
> switching to 3.0 is planned after finishing some tax stuff this month.
> 
> maybe best way is backing up database, saving to xml, import to 3.0 and
> save in (new) database again?
> 
> Thank you
> 
> Paul
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