Thanks Mike. It's just that the expense of the Aplos subscription is a significant burden for our small church at the moment. I'm also not a fan of the cloud-centric approach. I much prefer having everything contained in one local file as Gnucash does and having it run from my PC rather than a browser.
I just thought it would be nice to have the old data available. But I could live with closing out the books and starting fresh as you describe. That's kind of where I was going with trying to delete the mess of transactions I had created without losing the account setup. I see someone else has responded with how to export just the account setup. So maybe I'll try that. Someone else said GC will not handle records of individual donors/donations very well, so maybe this is a dead end anyway. We definitely need to track donations and generate year-end reports for every donor. On Sun, Sep 15, 2019 at 10:34 AM Mike or Penny Novack < stepbystepf...@comcast.net> wrote: > On 9/15/2019 9:15 AM, Daniel Wieberdink wrote: > > I was hoping to transition to Gnucash to track finances for the small > > church we belong to. I started by optimistically trying to import about 3 > > years worth of transactions from Aplos into GC via a CSV file. That > didn't > > go as smoothly as I hoped. > Let me start by asking an important question. This "Aplos" application > where you have the last three years data.Is something wrong with it? You > will no longer have it available? << to view, to produce reports from, > the existing data >> > > Because if THAT is the case, why are you trying to migrate this data to > your new gnucash books? > > In the old days, pen and ink on paper in bound volumes, they used to go > to "new" books all the time. Close the old books and open new books in > fresh volumes on a regular basis << what else to do as physical books > became full >> > > You can do the same sort of thing migrating to gnucash. You use your old > application to produce a Balance Sheet as of the date of migration and > use this to establish the opening balance of each of the "standing > accounts". Then when and if you need to refer to old data (stuff before > this date) you use the old application. In my experience, such need to > reference the old data is rare. > > That's what I have done every time I migrated an organization to > gnucash. I never tried migrating the old data. Perhaps if I had had to > deal with some fixed assets, I might have handled those differently << > not just the balance remaining as of of the date of starting the gnucash > books but the basis and depreciation history --- if you have to deal > with those I will show you >> > > Michael D Novack > > PS: I do not ever use "opening balance" instead entering explicit > opening the books transactions, one for debits and one for credits. > _______________________________________________ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > If you are using Nabble or Gmane, please see > https://wiki.gnucash.org/wiki/Mailing_Lists for more information. > ----- > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. > _______________________________________________ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.