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About the project

OneClickToQif edited this page Mar 8, 2016 · 5 revisions

Why did you create this project? Why should I use it?

I created OneClickToQIF for own my personal use.

I have used GnuCash for a long time. It is a double entry accounting program with [many features] (https://www.gnucash.org/features.phtml).

However, the GnuCash interface is not the best way to enter the details of transactions for daily use.

By contrast, spreadsheets provide a faster and simpler interface. It is much easier to enter data via MS Excel or Calc than via GnuCash interface or similar applications.

In addition, most banks and credit card issuers provide account statements in spreadsheet format. I usually download the transactions of my bank accounts and credit cards from the web of banks and financial institutions, in Excel format. I find it faster and more manageable to view these transactions in the spreadsheet. However, I want to have them synchronized in GnuCash.

Also for accounts with split transactions, I find it much easier to enter data via spreadsheets, than via GnuCash interface.

On the other hand, I do not want to give up all the benefits of GnuCash, especially to manage on one site all accounts for assets, liabilities, income and expenses, and generate reports from them.

With OneClickToQIF is very quick and easy to move data from spreadsheets to GnuCash or other bookkeeping application, using the former for insertion and some calculations, and the latter for all the functionality of a double-entry bookkeeping application.

The last version of the documention is usually found in the English wiki at: https://github.com/OneClickToQif/OneClickToQif/wiki

Last version of the documentation

The last version in PDF format is found at: https://github.com/OneClickToQif/OneClickToQif/tree/master/docs/english

How to join the project

The intention is OneClickToQIF to be a collaborative project where any person may contribute in the different ways:

  • Comments / Suggestions, through:

    You can make comments that you think appropriate (please be positive) both on templates, macros, documentation, etc. This will help me to know how to improve the project.

    Please read before existing documentation and functionality requested in the previous URL.

  • Development: If you want to make improvements to the templates or macros, or add new features, you can do it through the project: https://github.com/OneClickToQif/OneClickToQif

  • Adaptations / Translations: if you speak another language and want to adapt a template or documentation to your language, please contact us

  • Questions: we will try to answer your questions, see the "How to get Help" chapter This will also help us to know which aspects are the most complicated and likely to improve

  • Star the project in GitHub

The project will only be updated if it creates interest, which we will see through any of the points above: comments, questions, contributions to the development, adaptations...