I unless I'm missing something, all those features are available to me now. > Correct me if I'm wrong, but I dont think this is a feature in the text-only approaches. Correct me if I'm wrong, but I dont think this is a feature in the text-only approaches. Gnucash uses relative file paths for sourcing linked documents - all a reviewer has to do is specify the head directory and all the linked documents will open as usual. If required, I can zip up my Gnucash file and corresponding documents folder and the reviewer can instantly access important financial documentation from within the Gnucash application. I have folder structure on my GDrive with all of my stored bills, payslips etc. While Gnucash's UI is not the greatest, an accountant/auditor can easily install Gnucash and generate reports with only basic knowledge.Īnother nice feature is the file linkage features, where I can directly link my payslip pdf files to the gnucash entries. If one day I need an accountant to review my finances, or if I suffer an audit by the tax man, I can send on the single. One of the main reasons I stick with Gnucash is the monolithic file format. No unfortunately, I've only used Gnucash. Overall I would recommend giving it another chance. I still usually need to change the numerical value, but the correct expense account and transaction detail are prepopulated correctly most of the time. You just press 'Tab' when the correct suggestion pops-up after entring the first few letter, and the line entry gets auto-filled. It is indeed tedious at first, however I find that 1) manually entering transactions helps me spot problem payments quickly (comprimised credit card, overcharges on direct debits etc.) and 2) the predictive auto-complete feature speeds entries up over time, as most entries are assigned to either a a)groceries, b)eating-out or c)bills expense account. This method relies on balancing to the cent each time, since I use my actual bank balance as the target. If it does not balance, I persist in finding the mistyped entry. If the final gnucash account balance matches my actual bank balance then I know I did it correctly. Instead I just manually create each gnucash entry for each transaction on my online bank statement. I gave up early on with importing bank statements. Yesterday I had to enter a full month of transactions and it took me about an hour (complicated by the fact that I had lots of business expenses). My workflow is that I spend about half an hour every week logging my transactions in GnuCash. Yes, you still need to log into your bank/credit card/etc and download statements for import, but personally I don't mind doing that. GnuCash supports importing transactions in a broad range of formats, including OFX, QIF and CSV with user-defined rules. That said, I wouldn't call the entry process entirely manual. Open Banking allows third parties to connect with your bank accounts with your consent but I'm not aware of any (reputable) service that simply gives you an API into your own bank accounts. Maybe the situation is better on the continent, but from living in Ireland and the UK I don't believe this is a solved problem here. > Given Europe and the UK have had Open Banking for years now, and a universe of apps automatically pulling, categorising and reporting transactions (including many incumbent banking apps) - I'm curios if this is a US-only phenomenon - why would people use decade-old software instead of the latest in banking technology? Any users from Europe or UK? Honestly I can't say enough good things about this product and our team! A product you can rely on, long term. I'm not answering that myself, but the guys who do it are super dedicated and will go a long way to help you. All of our managers are highly skilled devs, so they understand what it takes to build good software (= time).Ĭheck it out, we have a great support directly via Slack. We also provide a unified interface to all the banks. No license needed, we handle all of that. The primary offer of Ponto is one API to interact with all your own bank accounts. Any authorisation you would give us automatically expires after some time anyway, enforced by the banks. We do _NOT_ store your credentials or even receive them at any point. It's one of our core concern, and I have absolutely zero issue putting my own data in there. To be honest, we're doing an excellent job of protecting our customers' data. What I'm saying here is 100% personal and does not reflect the views of my employer, yada yada.
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