NAS is possible but with free cloud storage accounts (Google/Apple), and localized encryption synched to cloud (CryptSync) serves that finely.
While I am a very big fan of FOSS DMS systems, I was trying to limit to the point of KISS in case my heirs need to retrieve the data from a USB sitting in the locker. The goal is simple toward that: README.md on a piece of white paper indicating where to set the document root in GNC after installing, a USB drive with GNC program installer and the full data tree, and nothing more on any platform should get "non-techies" an "index" of all document pointing from it and the full financial book with all the accounts. I know I am going crazy, overboard, and imagining its use that is far beyond that what its intended for. But if I am expanding energies to use it and upkeep it, then I might as well contain the whole story of life in one place! -----Original Message----- From: Glenn Fowler <[email protected]> Sent: Friday, January 30, 2026 9:33 PM To: Patrick James <[email protected]>; [email protected] Subject: Re: [GNC] Transaction Linked Document - acceptable Linked Location values In addition, a simple NAS or network drive would work here as well. ________________________________ From: gnucash-user <[email protected]> on behalf of Patrick James via gnucash-user <[email protected]> Sent: Friday, January 30, 2026 5:52:28 PM To: [email protected] <[email protected]> Subject: Re: [GNC] Transaction Linked Document - acceptable Linked Location values Kalpesh, FOSS only. I suggest taking a look at a DMS. Today some very good DMS are available as FOSS. I personally use paperless-ngx, but there are various other options. Once you move up to a DMS, the options to use the document link in GnuCash increase greatly. When I want, I simply put the link to the document in GnuCash, which is structured by server name (e.g. servername:port/specifics/for/document) Real Example: servername:8010/documents/2431/details That's a link to the document assigned serial 2431 in my paperless-ngx system. Because paperless-ngx uses a full database, there are other ways to get to the same end without using the serial numbers. It also has OCR, so generally I can simply search for what I want in paperless-ngx without even the need to find the link in GnuCash. Also if I don't have the link in the document field, then I most often can quickly find what I need just based on dates. Again, FOSS only. There is no charge for anything related to paperless-ngx, and the code is fully available. https://github.com/paperless-ngx/paperless-ngx I offer the above only as my personal solution to many of the challenges related to the transaction linked documents. > On 01/30/2026 1:46 PM PST Kalpesh Patel <[email protected]> wrote: > > > No worries - I got the idea you. I also wanted to have a links to estate documents which don't nicely fall into one of those assets where opening balance entry can server as a document link. I may be a bit overboard in trying to keep individual entries for them hence the second use case. > > As for the virtual account, I'll merge it with the broker's actual account (where I keep track broker transactions like money transfers, interest received, etc.) and then point the opening balance to the folder which removes that one level. I do, however, want to track individual commodities in each account hence it can serve both function by a single parent account. > _______________________________________________ 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. _______________________________________________ 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.
