I have been following the software’s development in the background for some time and had already planned to move my business finances back to GnuCash later this year from Wave Accounting. After doing my taxes this year, I really felt the lack of true accounting workflows with Wave, and it pushed me to reconsider the tools I was using overall.
For my personal finances, I had been using YNAB for years because of its greatest strength for our household: communication. At the beginning of this year, I moved to Actual Budget, but after running into an issue in mid-April and spending a lot of time trying to clean it up, I decided it was time to move back to GnuCash completely. What I realized during the process was that I needed a few things in place to make GnuCash fit the workflow my wife and I had become accustomed to: A way to summarize the financial information most important to us A budget report that better communicates our current position A way to track debt repayment progress directly inside the same application I ended up putting together a set of dashboard and report modifications and wanted to share them with the community in case others find them useful or would like to contribute. Financial Dashboard  Budget vs. Actual Emergency Fund tracking Debt Repayment summary Cashflow snapshot Net Worth Account Balances Projected Balances Upcoming Transactions Highest Spending Categories Budget Report Improvements  Sinking Funds Future Purchases Carryover Amounts The goal was to bring some of the communication and visibility strengths found in tools like YNAB and Actual Budget into a more traditional accounting workflow. Debt Repayment Planner  Select debts to pay down Choose snowball, avalanche, or custom repayment methods Add additional payments to accelerate progress I have been using this setup for some time and greatly reduced some stress, especially wondering if the numbers are accurate. *Disclaimer: My programming background is Java, Python, Swift, and Flutter. It was kind of cool to poke around in Scheme for a change. Between Googling and using some assistance, I was able to get this up and running. I also lean on Refactoring UI to make things look "nicer" than my brain would normally conceive ;-). If there are optimizations or improvements that could be made, I am completely open to feedback. The dashboard/report modifications are available here: https://github.com/apowell656/gnucash-financial-radar _______________________________________________ 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.
