> On 11/18/2025 1:42 PM PST Bruce Griffis <[email protected]> wrote: > > > I was the financial power of attorney for my mom for the past few years, > and kept her finances in GnuCash. She passed away, so FPOA is no longer in > effect. I am the executor for her estate. My thought is to duplicate her > current GnuCash file, empty out the transactions, and start new with same > chart of accounts and set opening balances to be what her balances were as > of yesterday. Would that be the right way to handle this?
Keep your old file in the event that there are any questions. There is a way to export the COA, so you don't need to delete everything, as you suggested. To start the estate with the existing COA, use File -> Export -> Export Accounts IANAL, but it's my understanding that you'll want to move all the funds to a new, separate bank account that's only for the estate. Legal questions about estates should be directed to an attorney. Accounting questions should be directed to a local accountant who knows your local rules. In this list we can provide help about how to make GnuCash work for you (or verify that it won't do what you want). _______________________________________________ gnucash-user mailing list [email protected] To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
