Gnucash merge accounts software#
Gnucash merge accounts mac#
Gnucash merge accounts windows#

This will set the amount to a negative for an expense such as a car payment, or a positive for income such as a paycheck. If your transaction is an expense, don’t forget to click the “+/-” button to the left of the amount field. Select the date and the amount of the transaction. Then at the bottom of the window, click Add. The default setting is to revert automatically to today’s date after adding a transaction.Īfter you have created your first account, double-click the name of your account in the Accounts window, or select File – Open and choose your account file. This will keep the last date you selected when you move on within the Add dialog box to add a new transaction. Then, under Multiple Add, select Keep the last date and click OK. However, if you want to add older transactions, you might want to make a change in the Transactions field. The default preferences in HomeBank will probably be fine for most accounts. Just open an account file to activate these buttons in the toolbar. Usually this happens when you don’t have an account open. If a button is greyed out, then it means that option isn’t available at this time. Just hover your mouse cursor over the buttons to get a brief explanation of what each button does. The HomeBank Toolbar is a convenient, one-stop spot to access frequently used features. So immediately after creating your HomeBank file, click Save As, then save your file with a unique file name such as “checking.xhb”, “business_checking.xhb”, or “johns_savings_account.xhb”, for example. If you give two or more accounts the same name or leave the account name unspecified, then HomeBank will overwrite the old file with the new empty file without warning you. It is extremely important to give each one of your accounts a unique name. Then in the next window, click Apply to save your account settings. Then, if desired, select any initial balance and overdrawn amount in the next two fields. For best security, type only the last four digits of your account number in the next field.

In the next section, type the name of your account, select the account type from the drop-down menu, type the name of the account (such as “Checking” or “Savings”, for example).

In the Preset Categories section, the default selection is usually acceptable.

In the File Properties window, under Owner, type your name.

Gnucash merge accounts windows#

HomeBank running in Ubuntu 18.04 Bionic Beaver HomeBank running in Windows 10Īfter installing HomeBank, the first thing you’ll want to do is create a new account. In fact, you can be up and running with HomeBank in a few minutes, as opposed to the hours you’ll have to spend figuring out the right techniques for using GnuCash properly. There is also a high learning curve with GnuCash. However, from my perspective, GnuCash is overkill for the average user who is just trying to balance a checkbook. HomeBank is similar in many ways to Intel’s Quicken, but is lighter weight and easier to use.Ī few people around the Internet have recommended GnuCash as a free, open-source alternative to Quicken.

Gnucash merge accounts mac#

Presently there is also a port to Mac OS.

Gnucash merge accounts software#

HomeBank is a free multi-platform accounting software program available for Windows, Linux, and FreeBSD.