Need help switching from Gnucash

sizweoks's Avatar

sizweoks

27 Feb, 2024 04:35 PM

Hi Guys

I've managed to convert my gnucash file to a qif file and have imported that into money dance.

I see that there are transactions there and balances are matching but I'm not seeing the expense accounts as would in a tree list in gnucash. Could you please help with this?

If it can't be set that way could you please show me how I can see/access my expense accounts

  1. Support Staff 1 Posted by Maddy on 27 Feb, 2024 04:51 PM

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    Hi,
    We are sorry to hear about the problem you have encountered.

    You could try re-importing the QIF file and follow the steps outlined in this article

    It might be also useful referring you to this article of the Knowledge Base.

    I hope this information is helpful. Please let us know if you have further questions or need more assistance.

    --
    Maddy, Infinite Kind Support

  2. 2 Posted by dwg on 27 Feb, 2024 08:58 PM

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    Gnucash is an accounting program while Moneydance is a personal finance program as such the two programs will not display data in the same way.

    Moneydance treats Income and Expense "accounts" as categories and does not display them through the program in the same way, so you will not see them when you display a list of accounts, they will only show when you display a list of categories. So for example to have a traditional accounting chart of accounts you would have to display a list of your accounts and a list of categories, they will not be combined into one list.

    The question is what are you trying to achieve? If it is to make Moneydance work completely like an accounting program you will not be able to do this.

  3. 3 Posted by sizweoks on 04 Mar, 2024 10:38 PM

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    Thanks for the reply makes more sense now, I've just got one other question related to the topic, I managed to get everything across from gnucash, but I realised that even though transactions were imported into their correct dates respectively, the transaction orders in those dates were incorrect, is there any way to import this correctly or re-order the transactions?

  4. 4 Posted by dwg on 04 Mar, 2024 10:59 PM

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    Right click on a transaction in the register and select Sort By from the pop up, you have a number of options there for the way transactions can be sorted in the register.

  5. Support Staff 5 Posted by Maddy on 05 Mar, 2024 11:01 AM

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    When viewing the account register, you could simply click in the 'Date' column header. Click again to toggle between ascending and descending order. Alternatively, you should 'right click' (or press Ctrl and click) on any transaction to view the context menu then choose Choose Sort By > Date Entered.
    Finally, you can refer to this article of the Knowledge Base.

    Please let us know if you have further questions or need more assistance.

    --
    Maddy, Infinite Kind Support

  6. 6 Posted by sizweoks on 09 Mar, 2024 06:19 PM

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    Thanks for the replies, I tried that and some of my transactions were still in the wrong order (but on the right dates at least)
    regardless of which sorting method I used.

    I think the file export from gnucash was imported incorrectly by Moneydance OR the program I used to translate the CSV export from gnucash to QIF messed the translation up.

    Either way, I ended up just manually entering transactions starting from the beginning of this year

  7. Support Staff 7 Posted by Ethan on 10 Mar, 2024 02:50 AM

    Ethan's Avatar

    It sounds like you may have resolved this issue with some manual entries. However, if you are still experiencing this issue, could you attach a screenshot showing these transactions out of order even though the dates are correct? If you're not sure how to take a screenshot, please see http://www.take-a-screenshot.org/

    Ethan
    Infinite Kind Support

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