Friday, September 29, 2017

Quicken to GnuCash

Before making the jump, a proper research is in place. Here is a collection of resources related to migrating years of data from Quicken to GnuCash (Open Source).
  • Mobile app: 
    • MoneyManagerEx for Android. Can export .QIF files. Once the mapping is established in GnuCash, the transfer goes smoothly.
    • GnuCash for Android (link)
  • Multiple currencies
    • Turn on trading accounts
    • Create currency sub-accounts for every expense (! :S)
  • Investments
  • Migrate data
    • Quicken to GnuCash series (link
  • Support
    • GnuCash-User mailing list archives (link) and search (link)
    • Wiki (link)

Customization

Gnucash allows customization through various channels. If the database is left unencrypted, the easiest is to access it directly. There are also API endpoints that utilize GnuCash business logic and data retrieval. There are also extension points for Perl and Python.
  • piecash Python library (link) can be used to manipulate data directly in the database, like import prices from CSV or read existing records.
  • Gnucash Utilities, Python (link), repo (link), provides reports in Python.
  • Python bindings (not available on Windows).
  • Perl mods can be installed via install-fq-mods.cmd script in GnuCash bin directory. Run all Perl scripts in the bin directory.
    • perl gnc-fq-dump asx VHY 
    • perl gnc-fq-check 
    • perl gnc-fq-update 
Updating prices from command line: gnucash --add-price-quotes /path/to/file.gnucash

To-Do

  •  display exchange rate graph
    • read data using piecash
    • display the custom report using utilities
  • price update
    • add new provider(s) to Finance::Quote (Fixer, Morningstar)
(more to come)

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