In terms of filtering the donors and amount and times of donation you can use word tags, colors and in an extra table without having to create a different database.
#Gnucash for dummies install#
Making dummy invoices will double the work and mistakes, it's better to let the customers fill an online form that gets edited/printed anytime by you, for that you either use google tools or a project/client management system of your own called CRM's, you can find ones made by GNU or other free open source scripts that you most times install as web pages but not a software, then embed it to your website somehow, that's web development work.Ĭheck this list of free online software that you can install, most of them are licensed by GNU license which is the father of GnuCash, you can see their demos too. Since you're asking the question in more than one format, I'll try to give you the heads up, And give points of appreciation of course.
If anybody is already using remarks to create some extra "features", I would gladly read and learn details and experiences. What do you think? Is this too simple? Anything I overlooked? Any known issues with the search feature? Some donors only give once per year and nobody will (probably) give very often, so a very simple spread-sheet and then some mail-merge for the confirmation letters would do.Īll I would need during the year is a shortcut to my donors spread-sheet to open on my second monitor, so that I can quickly look up donor numbers or assign a new number to any new donor. Rather than trying to keep a second database all year, I would only have to run three searches at the end of each year for the only three accounts where I enter donations (in three different currencies). I could use a donor-number system with unique tags like d#0001 in the remarks. I just found that there is a powerful search feature in GnuCash. So I like using the "remarks" (in German GUI "Bemerkungen") or second lines for individual notes. I like keeping the descriptions of each transaction well standardized to have efficiency and automagic when entering. The first answer by Schmidt has inspired me to do more research: Is there a better, more elegant way to enter donations into GnuCash (without dummy invoices) and assign each to the inbuilt customer-feature please?
#Gnucash for dummies how to#
I have learnt how to make dummy-invoices for each donation (after I find it, and I date it on the same day). I have found how to enter a "payment" for a customer, but only if I first make an "invoice". I find about each new donation from our bank statements.
(We sell them "what the NGO does (good works) and they "pay" in cash.) I guess that I could best use the business features and assign a customer-number to each donor. Even if each donor would only give to one or two projects, the accounts-hierarchy would become very crowded. So having seven projects and twenty donors would force me to drown in accounts. I cannot make separate accounts for each donor, since we are using the account structures to distinguish our different help-projects that the NGO operates. So I need to track for each donor all their donations during each year.
The law states that we have to mail tax-beneficial donation-confirmations after each year to all donors. I am not new to GnuCash, but have just been made accountant for a new non-profit.
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