Hakon
This may also be of help:
[1]https://lists.gnucash.org/pipermail/gnucash-user/2019-March/083171.h
tml
Cheers
Hop
On 19/1/25 12:25, Jim DeLaHunt wrote:
Håkon:
You ask a good question, and I fear the documentation does not
describe the present link path head behaviour of GnuCash well.
On 2025-01-18 11:50, [2]ha...@finne.net wrote:
Can someone please explain to me how to associate individual files
(e.g. pdf copies of receipts) with their respective transactions. I
wish to have receipts for transactions linked to each bank account
and each credit card account in their corresponding individual
folders. I managed to achieve this for several dozen transactions on
account #1 by at first specifying the folder #1 in question as a
base path (or head?) and then selecting the files one by one until
completed. This resulted in relative addresses, and I have verified
that the file names (but not their paths) are indeed stored in the
.gnucash file. (I un-g-zipped the file and loaded it in an xml
reader.) I then proceded to another account #2 and set the new
appropriate base path to folder #2, expecting to see the first
several dozen file paths change to absolute addresses. And they did
- except not to folder #1 but erroneously to folder #2. And at the
same time, they did not - at least the file names remain untouched
in the .gnucash file, and neither folder #1 nor folder #2 is visible
in that file.(Then where?) So in addition to getting the
associations right (i.e., absolute rather than relative file paths)
in the first place, it would also help to figure out how to change
the few dozen first associations already registered, to their
correct absolute path and remain mapped there. (I do indeed hope
this is possible.)
I frequently associate individual files with their respective
transactions. Normally this is a PDF copy of an invoice or cheque.
It works well for me.
The "Path head for Linked Files Relative Paths" preference applies
to all accounts in a book file. I am not sure if it is stored in the
book, and can be different for different books, or if it is stored
in the user preferences, and will be the same for all books. But it
certainly cannot be different for account #1 than it is for account
#2.
I have a folder tree for linked files, within the folder which
contains my book file. I have a hierarchy of subfolders. In my case,
it is a subfolder per year, but you could have subfolders "account
#1/" and "account #2/" if you want. I set my preference to have
linked file paths relative to the path head, for all transactions,
and I set the path head to that folder tree for linked files.
When you change the value of that "Path head for Linked Files
Relative Paths", a dialogue box appears. I can't find a screen shot
of it in the documentation, sorry. I remember that it has two
checkboxes. Each controls a correction which GnuCash could make or
not make to existing linked file paths. There is text in the
dialogue box explaining what each checkbox controls. I suggest you
read that text very carefully.
If I recall correctly, one checkbox controls whether GnuCash should
change existing linked relative paths to be absolute. This might be
necessary because once you change the path head, the existing
relative paths will no longer take you to the files. The other check
box, if I recall correctly, controls whether GnuCash should change
existing absolute linked paths which travel via the new path head to
become relative.
In my workflow, I copy the book file along with the entire folder
tree of linked files along with it, to a new location. Then I change
the "Path head for Linked Files Relative Paths" to the new folder of
linked files location. I know that I am careful to keep both boxes
unchecked. That is because I want all my linked document file paths
to be relative, and because I copied all the linked files, the
relative links will still find the new linked files in the new
location.
Does that make things clearer? Best regards,
—Jim DeLaHunt
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References
1. https://lists.gnucash.org/pipermail/gnucash-user/2019-March/083171.html
2. mailto:ha...@finne.net
3. mailto:gnucash-user@gnucash.org
4. https://lists.gnucash.org/mailman/listinfo/gnucash-user
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