Re: [GNC] Random Payment To: field and For: field -- without creating invoice?

2020-06-10 Thread Fran_3 via gnucash-user
 Well I'll be darn'd... I can't beleive I am just discovering the view "Double 
Line" option !

That is the answer I needed Adrien. Thank you!

On Tuesday, June 9, 2020, 1:55:06 PM EDT, Adrien Monteleone 
 wrote:  
 
 Personally, I consider “Description” to always be “Payee” no matter the 
transaction.

“For” would be more appropriate for the “Memo” line on the relevant split.

If you have more than one debit split, use the “Notes” field. You’ll need to 
turn on View > Double Line to be able to see it. With that, if you really want 
to use "Description" for ‘For’ then you can use “Notes” for ‘Payee’

Regards,
Adrien

> On Jun 9, 2020 w24d161, at 12:37 PM, Fran_3 via gnucash-user 
>  wrote:
> 
> When making a routine random payment ... is there a way to have 2 fields...
> To:For:
> I have a number vendors that are routinely used but that are paid on the spot 
> without them submitting, or us creating an invoice...
> If I just go to the bottom of the check register I only get a Description 
> field... 
> So unless I am very careful in how the entry is made... 
> I may not be able to run easily a transaction report to get the total spent 
> at a specific vendor.
> I try to enter vendor first and then what it was for... but consistency can 
> be elusive.
> Yes, assigning it to an account gives me another tool but that is not vendor 
> specific.
> thanks any help.

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[GNC] Default View - Was Re: Random Payment To: field and For: field -- without creating invoice?

2020-06-10 Thread David Carlson
This brings up the idea that it might be worthwhile to change the default
view to Double Line View.

David Carlson

On Wed, Jun 10, 2020 at 8:47 AM Fran_3 via gnucash-user <
gnucash-user@gnucash.org> wrote:

>  Well I'll be darn'd... I can't beleive I am just discovering the view
> "Double Line" option !
>
> That is the answer I needed Adrien. Thank you!
>
> On Tuesday, June 9, 2020, 1:55:06 PM EDT, Adrien Monteleone <
> adrien.montele...@lusfiber.net> wrote:
>
>  Personally, I consider “Description” to always be “Payee” no matter the
> transaction.
>
> “For” would be more appropriate for the “Memo” line on the relevant split.
>
> If you have more than one debit split, use the “Notes” field. You’ll need
> to turn on View > Double Line to be able to see it. With that, if you
> really want to use "Description" for ‘For’ then you can use “Notes” for
> ‘Payee’
>
> Regards,
> Adrien
>
> > On Jun 9, 2020 w24d161, at 12:37 PM, Fran_3 via gnucash-user <
> gnucash-user@gnucash.org> wrote:
> >
> > When making a routine random payment ... is there a way to have 2
> fields...
> > To:For:
> > I have a number vendors that are routinely used but that are paid on the
> spot without them submitting, or us creating an invoice...
> > If I just go to the bottom of the check register I only get a
> Description field...
> > So unless I am very careful in how the entry is made...
> > I may not be able to run easily a transaction report to get the total
> spent at a specific vendor.
> > I try to enter vendor first and then what it was for... but consistency
> can be elusive.
> > Yes, assigning it to an account gives me another tool but that is not
> vendor specific.
> > thanks any help.
>
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-- 
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Re: [GNC] Random Payment To: field and For: field -- without creating invoice?

2020-06-10 Thread Adrien Monteleone
I think I used GnuCash for 4 years before I found it.

You’re welcome!

Regards,
Adrien

> On Jun 10, 2020 w24d162, at 8:44 AM, Fran_3  wrote:
> 
> Well I'll be darn'd... I can't beleive I am just discovering the view "Double 
> Line" option !
> 
> That is the answer I needed Adrien. Thank you!

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Re: [GNC] Default View - Was Re: Random Payment To: field and For: field -- without creating invoice?

2020-06-10 Thread Adrien Monteleone
The Notes field is quite useful. I see a fair amount of requests for extra 
fields. I wonder how many don’t know about it. I also wonder how many people 
use each view option. Do most just stick with Basic and Single Line?

As I noted in the other thread, I didn’t discover this option until about 4 
years into using GnuCash. And I like to poke around apps for the most part. 
(not sure how I missed it honestly)

Regards,
Adrien

> On Jun 10, 2020 w24d162, at 10:30 AM, David Carlson 
>  wrote:
> 
> This brings up the idea that it might be worthwhile to change the default 
> view to Double Line View.
> 
> David Carlson
> 
> On Wed, Jun 10, 2020 at 8:47 AM Fran_3 via gnucash-user 
>  wrote:
>  Well I'll be darn'd... I can't beleive I am just discovering the view 
> "Double Line" option !
> 
> That is the answer I needed Adrien. Thank you!
> 
> On Tuesday, June 9, 2020, 1:55:06 PM EDT, Adrien Monteleone 
>  wrote:  
> 
>  Personally, I consider “Description” to always be “Payee” no matter the 
> transaction.
> 
> “For” would be more appropriate for the “Memo” line on the relevant split.
> 
> If you have more than one debit split, use the “Notes” field. You’ll need to 
> turn on View > Double Line to be able to see it. With that, if you really 
> want to use "Description" for ‘For’ then you can use “Notes” for ‘Payee’
> 
> Regards,
> Adrien
> 
> > On Jun 9, 2020 w24d161, at 12:37 PM, Fran_3 via gnucash-user 
> >  wrote:
> > 
> > When making a routine random payment ... is there a way to have 2 fields...
> > To:For:
> > I have a number vendors that are routinely used but that are paid on the 
> > spot without them submitting, or us creating an invoice...
> > If I just go to the bottom of the check register I only get a Description 
> > field... 
> > So unless I am very careful in how the entry is made... 
> > I may not be able to run easily a transaction report to get the total spent 
> > at a specific vendor.
> > I try to enter vendor first and then what it was for... but consistency can 
> > be elusive.
> > Yes, assigning it to an account gives me another tool but that is not 
> > vendor specific.
> > thanks any help.


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Re: [GNC] Default View - Was Re: Random Payment To: field and For: field -- without creating invoice?

2020-06-10 Thread Frank H. Ellenberger
Can you review primarly the help part of the docs and create a pull
request to improve it?

Regards
Frank

Am 10.06.20 um 19:55 schrieb Adrien Monteleone:
> The Notes field is quite useful. I see a fair amount of requests for extra 
> fields. I wonder how many don’t know about it. I also wonder how many people 
> use each view option. Do most just stick with Basic and Single Line?
> 
> As I noted in the other thread, I didn’t discover this option until about 4 
> years into using GnuCash. And I like to poke around apps for the most part. 
> (not sure how I missed it honestly)
> 
> Regards,
> Adrien
> 
>> On Jun 10, 2020 w24d162, at 10:30 AM, David Carlson 
>>  wrote:
>>
>> This brings up the idea that it might be worthwhile to change the default 
>> view to Double Line View.
>>
>> David Carlson
>>
>> On Wed, Jun 10, 2020 at 8:47 AM Fran_3 via gnucash-user 
>>  wrote:
>>  Well I'll be darn'd... I can't beleive I am just discovering the view 
>> "Double Line" option !
>>
>> That is the answer I needed Adrien. Thank you!
>>
>> On Tuesday, June 9, 2020, 1:55:06 PM EDT, Adrien Monteleone 
>>  wrote:  
>>
>>  Personally, I consider “Description” to always be “Payee” no matter the 
>> transaction.
>>
>> “For” would be more appropriate for the “Memo” line on the relevant split.
>>
>> If you have more than one debit split, use the “Notes” field. You’ll need to 
>> turn on View > Double Line to be able to see it. With that, if you really 
>> want to use "Description" for ‘For’ then you can use “Notes” for ‘Payee’
>>
>> Regards,
>> Adrien
>>
>>> On Jun 9, 2020 w24d161, at 12:37 PM, Fran_3 via gnucash-user 
>>>  wrote:
>>>
>>> When making a routine random payment ... is there a way to have 2 fields...
>>> To:For:
>>> I have a number vendors that are routinely used but that are paid on the 
>>> spot without them submitting, or us creating an invoice...
>>> If I just go to the bottom of the check register I only get a Description 
>>> field... 
>>> So unless I am very careful in how the entry is made... 
>>> I may not be able to run easily a transaction report to get the total spent 
>>> at a specific vendor.
>>> I try to enter vendor first and then what it was for... but consistency can 
>>> be elusive.
>>> Yes, assigning it to an account gives me another tool but that is not 
>>> vendor specific.
>>> thanks any help.
> 
> 
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Re: [GNC] Default View - Was Re: Random Payment To: field and For: field -- without creating invoice?

2020-06-10 Thread Adrien Monteleone
Sure, I’ll take a look.

Regards,
Adrien

> On Jun 10, 2020 w24d162, at 1:32 PM, Frank H. Ellenberger 
>  wrote:
> 
> Can you review primarly the help part of the docs and create a pull
> request to improve it?
> 
> Regards
> Frank
> 


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Re: [GNC] Default View - Was Re: Random Payment To: field and For: field -- without creating invoice?

2020-06-10 Thread David Carlson
I will elaborate a little to report that while I prefer the double line
view, there are probably enough users of single line view that it should
still be readily available.   I also find myself frequently switching
ledger view on and off and filter and sort options depending on what I want
to see at any given time, so I think all these choices need to be easy to
access.

In response to Frank Ellenberger 's request,  I am not able to edit the
FAQS,  but I agree that would be a good place to put this info.

Maybe there could also be a comment in the program tips section.

David Carlson

On Wed, Jun 10, 2020, 1:34 PM Frank H. Ellenberger <
frank.h.ellenber...@gmail.com> wrote:

> Can you review primarly the help part of the docs and create a pull
> request to improve it?
>
> Regards
> Frank
>
> Am 10.06.20 um 19:55 schrieb Adrien Monteleone:
> > The Notes field is quite useful. I see a fair amount of requests for
> extra fields. I wonder how many don’t know about it. I also wonder how many
> people use each view option. Do most just stick with Basic and Single Line?
> >
> > As I noted in the other thread, I didn’t discover this option until
> about 4 years into using GnuCash. And I like to poke around apps for the
> most part. (not sure how I missed it honestly)
> >
> > Regards,
> > Adrien
> >
> >> On Jun 10, 2020 w24d162, at 10:30 AM, David Carlson <
> david.carlson@gmail.com> wrote:
> >>
> >> This brings up the idea that it might be worthwhile to change the
> default view to Double Line View.
> >>
> >> David Carlson
> >>
> >> On Wed, Jun 10, 2020 at 8:47 AM Fran_3 via gnucash-user <
> gnucash-user@gnucash.org> wrote:
> >>  Well I'll be darn'd... I can't beleive I am just discovering the view
> "Double Line" option !
> >>
> >> That is the answer I needed Adrien. Thank you!
> >>
> >> On Tuesday, June 9, 2020, 1:55:06 PM EDT, Adrien Monteleone <
> adrien.montele...@lusfiber.net> wrote:
> >>
> >>  Personally, I consider “Description” to always be “Payee” no matter
> the transaction.
> >>
> >> “For” would be more appropriate for the “Memo” line on the relevant
> split.
> >>
> >> If you have more than one debit split, use the “Notes” field. You’ll
> need to turn on View > Double Line to be able to see it. With that, if you
> really want to use "Description" for ‘For’ then you can use “Notes” for
> ‘Payee’
> >>
> >> Regards,
> >> Adrien
> >>
> >>> On Jun 9, 2020 w24d161, at 12:37 PM, Fran_3 via gnucash-user <
> gnucash-user@gnucash.org> wrote:
> >>>
> >>> When making a routine random payment ... is there a way to have 2
> fields...
> >>> To:For:
> >>> I have a number vendors that are routinely used but that are paid on
> the spot without them submitting, or us creating an invoice...
> >>> If I just go to the bottom of the check register I only get a
> Description field...
> >>> So unless I am very careful in how the entry is made...
> >>> I may not be able to run easily a transaction report to get the total
> spent at a specific vendor.
> >>> I try to enter vendor first and then what it was for... but
> consistency can be elusive.
> >>> Yes, assigning it to an account gives me another tool but that is not
> vendor specific.
> >>> thanks any help.
> >
> >
> > ___
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Re: [GNC] Default View: Tip

2020-06-10 Thread Frank H. Ellenberger
That is easy done. Your proposal?
Frank

Am 10.06.20 um 22:00 schrieb David Carlson:
> Maybe there could also be a comment in the program tips section.
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Re: [GNC] Default View: Tip

2020-06-10 Thread David Carlson
Frank, you caught me flat-footed, as I have had tips turned off for years.
I will need to turn it back on and watch a few of them to see how other
tips look.  It may take a few days...

On Wed, Jun 10, 2020 at 4:33 PM Frank H. Ellenberger <
frank.h.ellenber...@gmail.com> wrote:

> That is easy done. Your proposal?
> Frank
>
> Am 10.06.20 um 22:00 schrieb David Carlson:
> > Maybe there could also be a comment in the program tips section.
>


-- 
David Carlson
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Re: [GNC] Default View: Tip

2020-06-10 Thread Frank H. Ellenberger
Can somebody provide a tip before the string freeze this weekend?
Frank

Am 11.06.20 um 01:02 schrieb David Carlson:
> Frank, you caught me flat-footed, as I have had tips turned off for years.
> I will need to turn it back on and watch a few of them to see how other
> tips look.  It may take a few days...
> 
> On Wed, Jun 10, 2020 at 4:33 PM Frank H. Ellenberger <
> frank.h.ellenber...@gmail.com> wrote:
> 
>> That is easy done. Your proposal?
>> Frank
>>
>> Am 10.06.20 um 22:00 schrieb David Carlson:
>>> Maybe there could also be a comment in the program tips section.
>>
> 
> 
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Re: [GNC] Default View: Tip

2020-06-10 Thread David Carlson
Is there a way to review the current tips database?  I should warn you that
I  am still using release 2.6.19.

David Carlson

On Wed, Jun 10, 2020, 8:35 PM Frank H. Ellenberger <
frank.h.ellenber...@gmail.com> wrote:

> Can somebody provide a tip before the string freeze this weekend?
> Frank
>
> Am 11.06.20 um 01:02 schrieb David Carlson:
> > Frank, you caught me flat-footed, as I have had tips turned off for
> years.
> > I will need to turn it back on and watch a few of them to see how other
> > tips look.  It may take a few days...
> >
> > On Wed, Jun 10, 2020 at 4:33 PM Frank H. Ellenberger <
> > frank.h.ellenber...@gmail.com> wrote:
> >
> >> That is easy done. Your proposal?
> >> Frank
> >>
> >> Am 10.06.20 um 22:00 schrieb David Carlson:
> >>> Maybe there could also be a comment in the program tips section.
> >>
> >
> >
>
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Re: [GNC] Default View: Tip

2020-06-10 Thread David Carlson
Here is my suggestion.  If someone wants to improve the syntax, go ahead.

To change the register view to show the Notes field in each transaction
select 'View' in the menu bar and check 'Double Line'.


David CArlson

On Wed, Jun 10, 2020 at 10:16 PM David Carlson 
wrote:

> Is there a way to review the current tips database?  I should warn you
> that I  am still using release 2.6.19.
>
> David Carlson
>
> On Wed, Jun 10, 2020, 8:35 PM Frank H. Ellenberger <
> frank.h.ellenber...@gmail.com> wrote:
>
>> Can somebody provide a tip before the string freeze this weekend?
>> Frank
>>
>> Am 11.06.20 um 01:02 schrieb David Carlson:
>> > Frank, you caught me flat-footed, as I have had tips turned off for
>> years.
>> > I will need to turn it back on and watch a few of them to see how other
>> > tips look.  It may take a few days...
>> >
>> > On Wed, Jun 10, 2020 at 4:33 PM Frank H. Ellenberger <
>> > frank.h.ellenber...@gmail.com> wrote:
>> >
>> >> That is easy done. Your proposal?
>> >> Frank
>> >>
>> >> Am 10.06.20 um 22:00 schrieb David Carlson:
>> >>> Maybe there could also be a comment in the program tips section.
>> >>
>> >
>> >
>>
>

-- 
David Carlson
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Re: [GNC] Default View: Tip

2020-06-10 Thread Stan Brown
Can I suggest some indication of why one might want to use the Notes
field? Until this thread I didn't even know it existed. (And I'm still
on 2.6.19 also. I figure I'll upgrade directly to 4.0.)

-- 
Regards,
Stan Brown
Tehachapi, CA, USA
https://BrownMath.com
https://OakRoadSystems.com

On 2020-06-10 21:05, David Carlson wrote:
> Here is my suggestion.  If someone wants to improve the syntax, go ahead.
> 
> To change the register view to show the Notes field in each transaction
> select 'View' in the menu bar and check 'Double Line'.
> 
> 
> David CArlson
> 
> On Wed, Jun 10, 2020 at 10:16 PM David Carlson 
> wrote:
> 
>> Is there a way to review the current tips database?  I should warn you
>> that I  am still using release 2.6.19.
>>
>> David Carlson
>>
>> On Wed, Jun 10, 2020, 8:35 PM Frank H. Ellenberger <
>> frank.h.ellenber...@gmail.com> wrote:
>>
>>> Can somebody provide a tip before the string freeze this weekend?
>>> Frank
>>>
>>> Am 11.06.20 um 01:02 schrieb David Carlson:
 Frank, you caught me flat-footed, as I have had tips turned off for
>>> years.
 I will need to turn it back on and watch a few of them to see how other
 tips look.  It may take a few days...

 On Wed, Jun 10, 2020 at 4:33 PM Frank H. Ellenberger <
 frank.h.ellenber...@gmail.com> wrote:

> That is easy done. Your proposal?
> Frank
>
> Am 10.06.20 um 22:00 schrieb David Carlson:
>> Maybe there could also be a comment in the program tips section.
>


>>>
>>
> 
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Re: [GNC] Default View: Tip

2020-06-10 Thread David Carlson
Since I use the notes field in almost every transaction, I cannot imagine a
reason not to use it.  I suppose one way to state it would be payee goes in
the description and why or how goes in the notes.  Since it is arbitrary
text, use your imagination.  When users import transactions from financial
institutions they have an opportunity to include supporting text in the
notes field.  That text is used by the transaction matcher to assign
potential matches with greater precision.

David Carlson

On Wed, Jun 10, 2020 at 11:29 PM Stan Brown 
wrote:

> Can I suggest some indication of why one might want to use the Notes
> field? Until this thread I didn't even know it existed. (And I'm still
> on 2.6.19 also. I figure I'll upgrade directly to 4.0.)
>
> --
> Regards,
> Stan Brown
> Tehachapi, CA, USA
> https://BrownMath.com
> https://OakRoadSystems.com
>
> On 2020-06-10 21:05, David Carlson wrote:
> > Here is my suggestion.  If someone wants to improve the syntax, go ahead.
> >
> > To change the register view to show the Notes field in each transaction
> > select 'View' in the menu bar and check 'Double Line'.
> >
> >
> > David CArlson
> >
> > On Wed, Jun 10, 2020 at 10:16 PM David Carlson <
> david.carlson@gmail.com>
> > wrote:
> >
> >> Is there a way to review the current tips database?  I should warn you
> >> that I  am still using release 2.6.19.
> >>
> >> David Carlson
> >>
> >> On Wed, Jun 10, 2020, 8:35 PM Frank H. Ellenberger <
> >> frank.h.ellenber...@gmail.com> wrote:
> >>
> >>> Can somebody provide a tip before the string freeze this weekend?
> >>> Frank
> >>>
> >>> Am 11.06.20 um 01:02 schrieb David Carlson:
>  Frank, you caught me flat-footed, as I have had tips turned off for
> >>> years.
>  I will need to turn it back on and watch a few of them to see how
> other
>  tips look.  It may take a few days...
> 
>  On Wed, Jun 10, 2020 at 4:33 PM Frank H. Ellenberger <
>  frank.h.ellenber...@gmail.com> wrote:
> 
> > That is easy done. Your proposal?
> > Frank
> >
> > Am 10.06.20 um 22:00 schrieb David Carlson:
> >> Maybe there could also be a comment in the program tips section.
> >
> 
> 
> >>>
> >>
> >
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-- 
David Carlson
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Re: [GNC] Default View: Tip

2020-06-10 Thread Christopher Lam
The full list of free-text fields available to use are:

per-Transaction: Num, Description
per-Split: Action, Memo

The book property 'Use Split Action Field For Number' will internally swap
Num & Action IIUC.

The main purpose was originally likely to mimic Quicken behaviour. Quicken
(DOS) is available to explore at https://archive.org/details/msdos_Quicken_7

The secondary purpose is to have enough text fields to store data from OFX
imports. See OFX 1.6 spec at https://www.ofx.net/downloads.html - OFX1.6
hasetc.

On Thu, 11 Jun 2020, 12:30 pm Stan Brown, 
wrote:

> Can I suggest some indication of why one might want to use the Notes
> field? Until this thread I didn't even know it existed. (And I'm still
> on 2.6.19 also. I figure I'll upgrade directly to 4.0.)
>
> --
> Regards,
> Stan Brown
> Tehachapi, CA, USA
> https://BrownMath.com
> https://OakRoadSystems.com
>
> On 2020-06-10 21:05, David Carlson wrote:
> > Here is my suggestion.  If someone wants to improve the syntax, go ahead.
> >
> > To change the register view to show the Notes field in each transaction
> > select 'View' in the menu bar and check 'Double Line'.
> >
> >
> > David CArlson
> >
> > On Wed, Jun 10, 2020 at 10:16 PM David Carlson <
> david.carlson@gmail.com>
> > wrote:
> >
> >> Is there a way to review the current tips database?  I should warn you
> >> that I  am still using release 2.6.19.
> >>
> >> David Carlson
> >>
> >> On Wed, Jun 10, 2020, 8:35 PM Frank H. Ellenberger <
> >> frank.h.ellenber...@gmail.com> wrote:
> >>
> >>> Can somebody provide a tip before the string freeze this weekend?
> >>> Frank
> >>>
> >>> Am 11.06.20 um 01:02 schrieb David Carlson:
>  Frank, you caught me flat-footed, as I have had tips turned off for
> >>> years.
>  I will need to turn it back on and watch a few of them to see how
> other
>  tips look.  It may take a few days...
> 
>  On Wed, Jun 10, 2020 at 4:33 PM Frank H. Ellenberger <
>  frank.h.ellenber...@gmail.com> wrote:
> 
> > That is easy done. Your proposal?
> > Frank
> >
> > Am 10.06.20 um 22:00 schrieb David Carlson:
> >> Maybe there could also be a comment in the program tips section.
> >
> 
> 
> >>>
> >>
> >
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Re: [GNC] Default View: Tip

2020-06-10 Thread Frank H. Ellenberger
ou can see the full list here:
3.x: https://github.com/Gnucash/gnucash/blob/maint/doc/tip_of_the_day.list.c

4.x:
https://github.com/Gnucash/gnucash/blob/master/doc/tip_of_the_day.list.c

Frank

Am 11.06.20 um 05:16 schrieb David Carlson:
> Is there a way to review the current tips database?  I should warn you that
> I  am still using release 2.6.19.
> 
> David Carlson
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Re: [GNC] Default View: Tip

2020-06-10 Thread Adrien Monteleone
Perhaps changing ’Double Line’ in the menu to ’Show Notes’ would make it more 
discoverable and the entry more informative.

Regards,
Adrien

> On Jun 11, 2020 w24d163, at 1:20 AM, Frank H. Ellenberger 
>  wrote:
> 
> ou can see the full list here:
> 3.x: https://github.com/Gnucash/gnucash/blob/maint/doc/tip_of_the_day.list.c
> 
> 4.x:
> https://github.com/Gnucash/gnucash/blob/master/doc/tip_of_the_day.list.c
> 
> Frank
> 
> Am 11.06.20 um 05:16 schrieb David Carlson:
>> Is there a way to review the current tips database?  I should warn you that
>> I  am still using release 2.6.19.
>> 
>> David Carlson

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