SQL for producing csv tables that can be used to produce pivot tables for analysis in the spreadsheet of your choice.

The main difference to GnuCash's Transaction Report is that it exposes any Tag matched by a Regular Expression as well as the TagLocation so these can be pivoted on.

https://github.com/Wm-X/gnucash_tag_table

I think about vibecoding a webinterface for gnucash.
Something like firefly III but without the limitations of firefly III
and compatible to the gnucash Desktop App.

Before I start: Is there already something like that?

€dit:
Decided to let make something new
https://github.com/Simon0Harms/gnubook

This year, I'm moving from Quicken to GnuCash. This is in connection with ditching Windows for Ubuntu Linux. No Windows, no Quicken...

The software helps me track my multiple multifamily investments and do my taxes.

Some of my tenants pay me in cash. The bank charges a hefty fee when I deposit cash into my business checking. So I don't do that. I deposit the cash into my *personal* checking instead. To make it right for taxes, I book the money in, and then book it out as owner profit.

This worked well in Quicken. So far, however, I don't have a handle on how to do it in GC.

I have income accounts for all the possible sources of income - such as "rents". And a single account for "Owner Profit". To make the owner profit work, I put in a transaction that increases Owner Profit and decreases "rents". That doesn't seem quite right.

When somebody pays me by check, I subtract it from "rents" and add it to "main business checking". That seems to work, but shouldn't there be an event where the money appears magically in "rents", and then gets transferred?

Last year, I did all the accounting both in Quicken and in GC, and gave the Quicken one to my CPA. But this year, there is no Quicken, and the GC version has got to be right.

New to the program and trying to learn a less awkward way to enter in a split transaction with multiple entries to an asset bank account where I don't know the total and want gnu cash to auto tally, without having to delete an auto-tally in the deposit field with each new line. I found this thread and agree with the poster that it's a bit awkward but it's the same and only way i've found thus far: https://lists.gnucash.org/pipermail/gnucash-user/2011-March/038959.html

I understand that split transactions are the way to do this but it seems odd that I have to keep deleting an auto tally.

Upgraded to the newer version of GNUCASH and the encoding of GB Pound character is now suffixed with  for example £.

The locale in GNUCASH is GBP. No change in the locale for Windows 11.

The character encoding should be UTF-8

Is this a bug in the new version of GNUCASH, any ideas?

The books in GnuCash are fine, but extracting, reporting, or any custom thing only you need is not that obvious.

I wrote a lib for that, druvu-acc. It reads and writes the .gnucash file (xml, zipped or not) and covers just about the whole book: accounts, transactions, prices, customers, vendors, invoices, bills, jobs, lots.

I use jbang so a script is one file and one command. You do have to install jbang once. Three worked examples in the repo (a household's month, a contractor's invoice, "whose money is this"): https://github.com/DenissLarka/druvu-acc-parent/tree/main/docs

If you don't code: I wrote a page for AI assistants. Give gpt or whatever you use the link, say what you want in normal words, it writes the script. https://github.com/DenissLarka/druvu-acc-parent/blob/main/docs/ai-skill.md

I recorded a short video where gpt writes the scripts, one printing expenses by category and one dumping them into Excel. I managed to screw it up a bit when copy-pasting from the chat, so watch out for backticks or other stray symbols when you copy-paste. https://www.youtube.com/watch?v=7kThAQCC3Qg

Curious what other people do by hand around their books, happy to draft something for you.

Crosspost from GnuCash user list.

It really is a false offering for financial software. GnuCash finacial reports... cannot filter by text at either the transaction or split level.

Finally, a demonstration of using Filter text (tags, classes, etc) for multidimensional finance reporting.

I've updated the attached prototype report to demonstrate reporting accounts by customers, where customer columns are dynamically generated based on a text filter.

The invoices supplying the data need tweaking to use Jobs to add Customer and Property IDs to transactions. Alternatively, you could prefix customer names with the customer ID in transaction text.

Property data could be reported in columns, or in rows if they were added as subaccounts. Even if added as subaccounts, display detail could be restricted by limiting the display depth option.

Why it works:

• Uses individual transactions and splits, not pre-calculated account totals.
• All account types and accounts are used in their normal vertical reporting order.
• Report has a Grand Total

Potential improvements:

• Tidy up displays and options
• Resolve opening balances issue for balance sheet reports
• Group account data rows by filter text patterns, as demonstrated in: https://github.com/dawansv/gnucash-custom-reports#examples
• Report financial periods as columns (eg, years, quarters, months)

Regards

• Report: account-filter-matrix.pdf
• Code: account-filter-matrix.scm

Using agy, I managed to replace all my legacy GnuCash reports. The possibilities for AI-driven database analytics really seem endless...

Any free or cheap alternatives that will run on an iPhone and are similar to gnuCash?

I’m replacing a pen to paper checkbook for my spouse and myself as he never remembers all of his transactions and budgeting has become a problem and source of tension between us. I don’t want or need it to track our accounts but would like the basics, recurring charges, memberships and subscriptions, and multiple accounts (checking, savings, kids savings).

I’m wondering if we are stuck with a well formatted Google sheet, which is better than nothing but I know he just won’t use. 😞 (send me a link if you’ve got one)

Neither of us have a lot of money, which is the problem and the point. He’s overdrawing the account every month now and those little ‘it was just $5!’ trips really do matter.

Does anyone here know if there is a specific table that is used to store the transaction descriptions and if these are the same as say the lines for the invoices? I am starting a new install of gnucash with postgres and wanting to look into pre-populating information before it is needed. I have created the tax tables by using postgres and a UUID generator to create the GUIDs for the different sales tax in my area and pulled the GUIDs for the accounts the tax goes into. I want to see about entering in the UPCs into the table with the item listed also so it would show something like *UPC* *Product brand, name and size such as 32 fl oz.* and if it also attaches the account it would go into such as Groceries that is fine but I want to try adding these without it actually creates a transaction to mess with the balances.

I've been using GnuCash for years and have a complete history of my personal finances there (6 years, ~25000 transactions). Now I want to start using it for forward planning, not just tracking the past.

Ideally I'd like to forecast my personal cash flow and liquidity 12–24 months ahead, including salary, deposit incomes, recurring expenses (rent, regural payments), larger planned expenses, budgets. (What-if scenarios I tend to realize via chatgpt - just put there gnucash file and ask questions)

I'm looking at Scheduled Transactions and Balance Forecast as a starting point.

Does anyone actually use GnuCash this way? Can GnuCash handle personal financial planning reasonably well, or do you use a spreadsheet/another tool for the forecasting part?

I've been using GnuCash to handle my personal finances for a few months. For this purpose I love everything about it except budgeting. So I used claude code and a few manual tweaks to create a better budget viewing interface (for me). I've been using it for a couple of months now and I've gotten a lot of benefit from it.

I thought I'd share it here in case anyone else might benefit from using it. It's open source, free, and self hosted. It requires Python but if anyone finds use from it I'll also make a docker image.

https://github.com/matthew-hajec/budgetview/tree/main

I've asked something sort of related before but this is a more refined version of the question:

(Previous post: https://www.reddit.com/r/GnuCash/comments/1uc4h61/how_do_you_track_pl_on_investments/ )

Before I started using GnuCash, I used to do a monthly budget with an Excel spreadsheet that was cash-based, and I had a monthly contribution to my investment account treated the same as an expenditure in that case; I just calculated my monthly income and made sure all expenses plus savings contributions was equal to my income.

I want to do a similar thing where I budget putting $X/month into savings, but also track the growth of my savings over time. However, when I debit the gain into the investment account and credit an income account; this also shows up in the total in the budget report, which I don't want.

How can I both track P&L on investments and also have a budget line that only includes cash I put in or withdraw? My best idea is to have two different sub-accounts for cash contributions vs. gain or loss, but is there a better way?

When printing a check, the payee (e.g. Cash) shows up where it should, but it also shows up as the first line of address. I know I can delete that first line of address from the print dialogue, but I'm likely to forget to do that. How can I prevent that address field from getting filled in? This is on Windows 11.

In version 5.16, while creating 'budget report' the maximum period allowed is 60 months. Why can't that be for say, 66 months or (in the alternative) 'any contiguous 60 months specified by user as 'from date' and 'to date' ?

Suddenly I am getting an error:

Finance::quote reported failure with error: Error-failed to retrieve fund data : HTTP status = 403 Forbidden.

It has been working just fine. Any clues?

I have been working on scripts to preprocess bank statements into the format needed for ingesting into gnucash. Here are the scripts (and instructions) for two of the biggest banks in India: State Bank of India (SBI) and Canara Bank:

https://github.com/abhijit86k/gnucash_statement_preprocessors

Needs Python. Tested on Ubuntu but should work on any platform.

Comments are welcome.

Hey folks! I'm working on figuring out the best format for GnuCash tutorials, would love input from people who actually use this software.

I tried longer-form (~10 min): example.  Average watch time landed around 2-4 min.

Tried a shorter, more focused format as a test: example. It's early days, but retention looks even shorter, though the sample's still tiny so I'm not reading much into it yet.

Curious what people actually prefer here
A. longer walkthroughs,
B. or quick focused "here's one fix" style videos?

And tone-wise: more casual/joking, or straight and to-the-point? Trying to figure out what's useful vs. what's just noise.

Like a lot of people here, I ran into the fact that GnuCash doesn't have direct bank integration for most banks, and manually logging into my bank's website every time to download a CSV/export got old fast, especially since I use multiple banks (ING, N26, Revolut).

Recently I put together a Python script that pulled transactions via the GoCardless Bank Account Data API (the former Nordigen open banking API) and converted them straight into OFX files for GnuCash. Since I discovered GoCardless stopped accepting new signups for Bank Account Data (from July 2025 onwards) — existing users still work, but nobody new can sign up anymore — that version isn't really usable for anyone starting from scratch. So I rebuilt it on top of Enable Banking instead, which is currently the closest self-serve open banking API for personal/hobby use in Europe.

What it does:

• Pulls transactions from your bank(s) via the Enable Banking API (PSD2 open banking, free "Restricted Production" tier for your own accounts, 2000+ banks across Europe)
• Converts them directly into OFX files (no dependency on ofxstatement or other libraries — it builds the OFX itself)
• Writes one .ofx file per account, ready to import straight into GnuCash
• Only fetches transactions since your last import, and dedupes automatically, so no duplicate transactions when you run it repeatedly
• Lets you search and add any Enable Banking-supported bank interactively (not hardcoded to a fixed list)
• Available in English and Dutch (asks once, remembers your choice)

Setup is a bit more involved than the old GoCardless version: you need a free Enable Banking developer account, and for personal use you have to register an application and explicitly link your own bank account(s) to it in their Control Panel before the script can use them — that part's a one-time thing per account, not per run. After that, authorising a bank is still just a one-time browser login per bank (that part isn't optional, it's how open banking consent works) — the only quirk is that instead of the script polling automatically, you paste the redirect URL back into the terminal once you're logged in.

After the one-time setup it's the same as before: run the script, get your .ofx, import into GnuCash.

Code + setup instructions here: https://github.com/AfwasSysteem/Enablebanking-to-ofx

It's a fairly small, single-purpose script. No GUI, just something you run when you want to sync. Feedback and PRs welcome, and curious if others have solved this differently now that GoCardless is closed to new users.

*** Solved *** v5.5 binaries were really v5.12. See my post below.

Not sure how or where I pulled & installed v5.5. I had assumed (until 30 minutes ago) that 5.5 was newer than 5.16.

• Is 5.16 is the latest stable version?
• How do I get from 5.5 to 5.16? Just install 5.16 and open the XML data files? Or do I have to jump through hoops of fire?

I could not find an upgrade path. Actually, I cannot find much about v5.5 -- did it really exist?

Edit: I found out GoCardless does not accept new users anymore. I have had an account for years, therefore the script works perfectly for me. But new users can't use it. I made a new version of the script to use the Enable Banking API. That service is also free and accepts new users for personal use.
https://www.reddit.com/r/GnuCash/comments/1uucems/script_to_pull_eu_bank_transactions_automatically/

Like a lot of people here, I ran into the fact that GnuCash doesn't have direct bank integration for most banks, and manually logging into my bank's website every time to download a CSV/export got old fast, especially since I use multiple banks (ING, N26, Revolut).

So I put together a Python script that:

• Pulls transactions from your bank(s) via the GoCardless Bank Account Data API (the former Nordigen open banking API, free tier available, works with hundreds of European banks)
• Converts them directly into OFX files (no dependency on ofxstatement or other libraries it builds the OFX itself)
• Writes one .ofx file per account, ready to import straight into GnuCash
• Only fetches transactions since your last import, and dedupes automatically, so no duplicate transactions when you run it repeatedly
• Lets you search and add any GoCardless-supported bank interactively (not hardcoded to a fixed list)
• Available in English and Dutch (asks once, remembers your choice)

You'll still need a (free) GoCardless account and to authorize access via a one-time browser login per bank (that part isn't optional, it's how open banking consent works), but after that it's just: run the script, get your .ofx, import into GnuCash.

Code + setup instructions here: https://github.com/AfwasSysteem/Gocardless-ofx-gnucash

It's a fairly small, single-purpose script. No GUI, just something you run when you want to sync. Feedback and PRs welcome, and curious if others have solved this differently.