[GNC] Order of accounts, auto numbering transactions.

[John C Simpson via gnucash-user]

I have just started trying to set up my new GnuCash accts file.

I have been using MYOB for 20+ years so I will need help occasionally when I 
can’t find an answer in the manual.

First two questions below.

How do I set up my accounts in an order that I prefer rather than alphabetical?

How do I turn on auto numbering of transactions?

Regards

John C Simpson





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Re: [GNC] Order of accounts, auto numbering transactions.

[David T. via gnucash-user]

To use a different sort order, assign account codes to your accounts, add the 
Account Codes column to the Chart of Accounts screen, and click that column 
header to sort on it.

For further references, each of these is covered in various places in the 
documentation and the lists.

On Aug 9, 2022, 10:57, at 10:57, John C Simpson via gnucash-user 
 wrote:
>I have just started trying to set up my new GnuCash accts file.
>
>I have been using MYOB for 20+ years so I will need help occasionally
>when I can’t find an answer in the manual.
>
>First two questions below.
>
>How do I set up my accounts in an order that I prefer rather than
>alphabetical?
>
>How do I turn on auto numbering of transactions?
>
>Regards
>
>John C Simpson
>
>
>
>
>
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Re: [GNC] Backup files in another folder - solution for Windows

[Char_GNC]

Thanks for replies.   1) My approach was to leave the GNC backup process as is 
and handle the files only (moving them out of the base dir).   2) I have many 
other files also in a folder where my budget database file resists, so I wanted 
to move backups instantly.   3) I also wanted not to create custom shortcuts 
which can break (if you move your database file) and you have to remember to 
open GNC with the shortcut only.   So the idea is to set this up once and 
forget – which means later "open/use GNC as you like, let the system run 
the task *automagically* whenever GNC is started (and end the task whenever it 
is closed/killed) and move the backup files *automagically* to keep the folder 
clean" (there are instructions inside the script) :)  Regards,  Char 
5.08.2022 17:12 Jack Lockard <  jelock...@outlook.com >:  You can also 
use a batch file to accomplish the task of moving the backup and log files. I 
have a batch file named "Start GNUcash.bat" that contains the 
following:   @ECHO OFF  ECHO Starting GNUcash  START "Starting GNUcash" 
/WAIT "C:\Program Files (x86)\gnucash\bin\gnucash.exe"  ECHO GNUcash 
closed  MOVE "C:\data file location\*.gnucash.*.gnucash" "C:\Backup 
file location"  MOVE "C:\data file location\*.log" "C:\Backup 
file location"  PAUSE  @ECHO ON  EXIT   The START command starts GNUcash 
and waits for it to close. Once it closes, it moves the backup and log files to 
the backup folder.  Obviously you would need to change the data file and backup 
file locations to suit your system. The file location spec does not need to be 
enclosed in quotes if there is no "White Space" in the file spec. Note 
that you cannot simply use "*.gnucash" for the backup file as that 
would move the main data file as well, so it must be 
"*.gnucash.*.gnucash".   Jack-Original Message-  From: 
gnucash-user  On 
Behalf Of Glenn Fowler   Thank you for sharing.  I do my backups with PS as 
well but just do a once daily run and check the file hash for changes. If 
it's changed then copy.   On Thu, Aug 4, 2022 at 6:47 PM GNC mailinglist 
 wrote:   Hi,    I'm new to GnuCash but, yep, I was 
disappointed by the multiple  backup and log files cluttering the directory 
where the main budget  file is stored. I've searched and found out nobody 
even made a  workaround. So I wrote a Powershell (Windows) script watching 
folder  for new files and moving them to another folder. Take a look at →    
github.com  nam12.safelinks.protection.outlook.com 
https://github.com/Kaligula0/FolderWatcher   .  The file has an  explanation 
but feel free to comment here or file a bug there.    Best  regards, Char
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Re: [GNC] License (was Re: gnucash-user Digest, Vol 233, Issue 27)

[James Baxter via gnucash-user]

David.Sorry I came across with something as I need to understand what is said. 
Thanks for what you said. That said, is there a license to us the program. Is 
there more to it.
ThanksJames Baxter kangaro...@yahoo.com 

Sent from Yahoo Mail on Android 
 
  On Mon, Aug 8, 2022 at 8:43 PM, Derek Atkins wrote:   Hi,

On Mon, August 8, 2022 8:06 pm, David Carlson wrote:
> You need a license to go fishing,  a different license to drive a car.  We
> don't know what you are reading.
>
> On Mon, Aug 8, 2022, 7:01 PM James Baxter via gnucash-user <
> gnucash-user@gnucash.org> wrote:
>
>> I am reading something about a license. I read most of it. As I don't
>> understand it. What is it all about.
>> ThanksJames Baxter kangaro...@yahoo.com
>>
>> Sent from Yahoo Mail on Android

First, James, please don't "reply" if you're starting a new thread. 
Create a new message from scratch.

Second, when you respond to a message in a digest, please change the
subject to be the subject of the specific message you are replying to, and
please cut down all the rest of the messages.

Third, having said that, the GnuCash LICENSE file (which is what I am
assuming you are reading) explains under what terms the GnuCash code is
distributed (in short: GPL).  As a user of the program, I don't think you
need to understand it fully; it's more about the restrictions on
re-distribution and downstream changes, none of which apply to you.

Happy GnuCashing,

> Please remember to CC this list on all your replies.
> You can do this by using Reply-To-List or Reply-All.

-derek

-- 
      Derek Atkins                617-623-3745
      de...@ihtfp.com            www.ihtfp.com
      Computer and Internet Security Consultant

  
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Re: [GNC] License (was Re: gnucash-user Digest, Vol 233, Issue 27)

[Derek Atkins]

HI James,

On Tue, August 9, 2022 7:47 am, James Baxter wrote:
> David.Sorry I came across with something as I need to understand what is
> said. Thanks for what you said. That said, is there a license to us the
> program. Is there more to it.
> ThanksJames Baxter kangaro...@yahoo.com 

I think the best way to answer your question would be if you showed us
exactly what you're reading and asked the question about what you need to
understand.  Keep in mind that none of us can see what you're seeing
(unless you send a screenshot) and none of us know what you're thinking or
wondering unless you tell us.

To answer the question:  Is there a license to use the GnuCash program? 
The answer, in short, noting that I am not a lawyer and this is not legal
advice, is "yes -- you can use it for free for anything".

-derek

-- 
   Derek Atkins 617-623-3745
   de...@ihtfp.com www.ihtfp.com
   Computer and Internet Security Consultant

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Re: [GNC] License (was Re: gnucash-user Digest, Vol 233, Issue 27)

[Derek Atkins]

Hi James,

First, please remember to CC the list on all replies.

On Tue, August 9, 2022 8:17 am, James Baxter wrote:
>  Sir,Thanks for the email. the address to what I saw
> is.Https://Github.com/akaunting/akaunting/blob/master/license.tetI
> read most of this(I ope I spell it right.) so I dont understand all of
> it. But I am told there is no License to us it.
> so that said.James baxterkangaro...@yahoo.com

I am afraid that what you're asking is beyond our ability to help because
it's about a different product, akaunting.  If you are interested in using
the akaunting product then you should reach out to them for support.  This
email list is for support of GnuCash.

Having said that, it looks like Akaunting is distributed under the GPLv3
License.  You can find more information about GPL3 at
https://en.wikipedia.org/wiki/GNU_General_Public_License

Good Luck,

-derek

-- 
   Derek Atkins 617-623-3745
   de...@ihtfp.com www.ihtfp.com
   Computer and Internet Security Consultant

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Re: [GNC] Order of accounts, auto numbering transactions.

[Michael or Penny Novack]

First two questions below.

How do I set up my accounts in an order that I prefer rather than alphabetical?


You have received one answer for this (using account numbers). Account 
numbering is rather common in accounting, but can involve significant 
work when/if major changes to the CoA happen. An alternative is to have 
human meaningless prefixes to account names to control the collating 
sequence. Unlike account numbers these can be used JUST where needed. It 
is not unusual to consider the ordering OK for most of the CoA but you 
want something different in one or two places.


In other words, the order is "Bank of America" above "Springfield 
Savings Bank" and you want that reversed (but everything else is OK. 
Instead of applying numbering to all of your accounts, you could just 
rename those two "b-Bank of America" and "a-Springfield Savings Bank"



How do I turn on auto numbering of transactions?


What do you mean by THIS? In normal bookkeeping the order in which 
transactions are entered into the books is unrelated to the order in 
which they are meant to appear in the books. Order of entry would only 
apply to those cases where "the same" with regard to any of the things 
(like date, check number, etc.) that are used to order transactions in 
the books. Bookkeeping is not a "real time" process.



Michael D Novack


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Re: [GNC] Third party OFX/CVS providers

[Tom Browder]

On Sun, Aug 7, 2022 at 09:32 Tom Browder  wrote:

> On Sun, Aug 7, 2022 at 09:09 Christopher Lam 
> wrote:
>
>> You may try this service which is free for personal use. (Not mine)
>>
>> https://bankstatementconverter.com/
>>
>
That does a good job, at least on my test pdf statements from
Hancock-Whitney. It's a good resource to have in my toolbox!

Thanks so much.

-Tom
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[GNC] Banks with OFX or CSV account data downloads

[Tom Browder]

On another thread I asked for any third-party resources for converting pdf
bank statements to another format. One in particular works good enough for
my current bank, Hancock-Whitney. The resource was suggested by Christopher
Lam.

To continue in a more direct way to fix my problem, I would appreciate
users who can recommend specific US banks they know that provide OFX or CSV
downloads for all personal accounts including checking, savings, and credit
cards. There is a page on the GnuCash Wiki for OFX info:

https://wiki.gnucash.org/wiki/OFX

If your bank is NOT listed, please add it. If your bank IS listed, please
make sure the informtion is correct. It would also help to add banks known
NOT to have either capability.

I'm thinking of adding a new Wiki page entitled "Financial firms and
OFX-CSV capability" or something like that. Suggestions welcome.

Best regards,

-Tom
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Re: [GNC] Build From Source Near Impossible

[david whiting]

I think we should remove the instructions from
https://wiki.gnucash.org/wiki/Building_On_Ubuntu for 21.10. Anyone
have any objections to that?

David

On Mon, 8 Aug 2022 at 16:26, Adrien Monteleone
 wrote:
>
> Ditto concerning Ubuntu versions.
>
> In my experience so far building on older versions of Ubuntu, you can
> stumble into a nasty nearly un-resolvable dependency hell. It *can* be
> resolved (best I have figured out so far) by pinning lots of packages,
> but that may not always be the best solution for everyone and is more of
> an exercise to determine if it 'can be done at all'. Save for the sheer
> satisfaction of having tackled it, there is little practical value.
> (more than likely, those held packages are used by other apps and you'll
> eventually have problems when you update them)
>
> As I understand, GnuCash supports whatever OS versions their respective
> vendors support. So if you're using anything EOL (even in between
> supported versions) you're on your own. If you can't upgrade to a
> supported OS, a Flatpak is now provided should you also need/want a
> newer GnuCash version than whatever is in your OS repos.
>
> Regards,
> Adrien
>
> On 8/6/22 8:07 AM, Robert Simmons wrote:
> > First of all, Impish is already EOL.
>
>
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-- 
David Whiting
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Re: [GNC] Order of accounts, auto numbering transactions.

[Stan Brown]

On 2022-08-09 00:55, John C Simpson via gnucash-user wrote:

> How do I set up my accounts in an order that I prefer rather than 
> alphabetical?

Use the Account Codes.  All reports (at least all the ones I use) will
be sorted by Account Code.

A recommendation I adopted from this list was to use four digit numbers.

The first digit is 1/2/3/4/5 for
Assets/Liabilities/Equities/Income/Expenses.

The second, third, and fourth digits allow for three levels of accounts,
which I think is plenty, but there's nothing stopping you from having
two levels or four levels or even just one level. (Reports seem to
default to showing no more than three levels, so you'd need to change
that in Edit » Report Options.)

This may be different in more recent versions, but I've found that the
drop-down accounts list when I'm entering a transaction is still
alphabetical and does not follow account codes. However, when I type the
first few letters of the desired account name, GC auto-fills the full
name. You can also type the Account Code and GC will convert it to
account name as soon as you press Tab or Enter.

Stan Brown
Tehachapi, CA, USA
https://BrownMath.com
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Re: [GNC] Build From Source Near Impossible

[Adrien Monteleone]

Seems reasonable to me.

I'd think the only versions with instructions that are useful are those 
still supported by Canonical, namely, these LTS releases:


14.04 - EOL 4/24 (ESS 4/19)
16.04 - EOL 4/26 (ESS 4/21)
18.04 - EOL 4/28 (ESS 4/23)
20.04 - EOL 4/30 (ESS 4/25)
22.04 - EOL 4/32 (ESS 4/27)

Plus:

22.10, 23.04 & 23.10 (and other future non-LTS versions) when they are 
released and nuances are determined to need special instructions. (with 
those to be deprecated as they reach EOL)


Or maybe just only provide instructions for LTS and make a note that 
non-LTS versions aren't supported for long enough by Canonical to 
warrant their own documentation.


Note, the above EOL dates are based on Canonical's ESM (Extended 
Security Maintenance) available for both Enterprise and Personal Use. 
(free for the latter) See: https://wiki.ubuntu.com/Releases


That is 5 years beyond 'standard support'. (indicated as ESS above)

If the dev team wants to stick with the standard support window, then of 
course 14.04 & 16.04 can also be dropped.


Though, 16.04 was a breakpoint with respect to support for physical 
32-bit systems. At least some derivatives are still based on 16.04 for 
that reason. (a recent thread from a user described some difficulty 
getting a 4.x version to work on an older Linux Lite release.)


If someone can report their various results & mileage, maybe those older 
LTS releases can be sent to a sort of 'archive' page along with a note 
on the last version of GnuCash that could successfully build on them.


Of course, the recommendation can also be to advise the user to switch 
to a current distribution still actively supporting 32-bit hardware. 
(Debian/Devuan & Q4OS at least come to mind, I'm sure Distrowatch can 
inform concerning others.)


Regards,
Adrien

On 8/9/22 12:49 PM, david whiting wrote:

I think we should remove the instructions from
https://wiki.gnucash.org/wiki/Building_On_Ubuntu for 21.10. Anyone
have any objections to that?



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Re: [GNC] Order of accounts, auto numbering transactions.

[Adrien Monteleone]

As Michael noted, Transaction order is up to you.

They appear as you enter them.

You can 'sort' by various means, see View > Sort.

I abuse the NUM field to enter a 'time stamp' to intentionally order my 
transactions so I don't have to worry about the entry order.


There is no auto-numbering feature that I'm aware of. (not one that is 
exposed to the user anyway)


The NUM field is for your own use. It could be a check#, transaction# 
from a card statement, etc.


There is also a book option to use the Action field as the NUM field, 
which allows for different actual 'NUM' values per affected register for 
the same transaction.


Regards,
Adrien

On 8/9/22 2:55 AM, John C Simpson via gnucash-user wrote:

How do I turn on auto numbering of transactions?



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Re: [GNC] Build From Source Near Impossible

[Adrien Monteleone]

I'll add that maybe a note should be made for non-LTS (rather than 
provide special instructions) that GnuCash is available to Ubuntu repos 
from upstream Debian Testing that is current as of the Ubuntu release 
date. (or is that the freeze date?)


So conceivably, since Ubuntu releases every 6 months, and GnuCash issues 
point releases every 3, a user on the non-LTS cycle would at most end up 
behind 2 GnuCash releases at any one time, but could be current at each 
OS upgrade. (though I think the packager is a release behind anyway to 
Testing, so maybe make that 1 or 3 GC releases behind respectively - 
still not so terrible.)


Regards,
Adrien

On 8/9/22 1:37 PM, Adrien Monteleone wrote:

Seems reasonable to me.

I'd think the only versions with instructions that are useful are those 
still supported by Canonical, namely, these LTS releases:


14.04 - EOL 4/24 (ESS 4/19)
16.04 - EOL 4/26 (ESS 4/21)
18.04 - EOL 4/28 (ESS 4/23)
20.04 - EOL 4/30 (ESS 4/25)
22.04 - EOL 4/32 (ESS 4/27)

Plus:

22.10, 23.04 & 23.10 (and other future non-LTS versions) when they are 
released and nuances are determined to need special instructions. (with 
those to be deprecated as they reach EOL)


Or maybe just only provide instructions for LTS and make a note that 
non-LTS versions aren't supported for long enough by Canonical to 
warrant their own documentation.


Note, the above EOL dates are based on Canonical's ESM (Extended 
Security Maintenance) available for both Enterprise and Personal Use. 
(free for the latter) See: https://wiki.ubuntu.com/Releases


That is 5 years beyond 'standard support'. (indicated as ESS above)

If the dev team wants to stick with the standard support window, then of 
course 14.04 & 16.04 can also be dropped.


Though, 16.04 was a breakpoint with respect to support for physical 
32-bit systems. At least some derivatives are still based on 16.04 for 
that reason. (a recent thread from a user described some difficulty 
getting a 4.x version to work on an older Linux Lite release.)


If someone can report their various results & mileage, maybe those older 
LTS releases can be sent to a sort of 'archive' page along with a note 
on the last version of GnuCash that could successfully build on them.


Of course, the recommendation can also be to advise the user to switch 
to a current distribution still actively supporting 32-bit hardware. 
(Debian/Devuan & Q4OS at least come to mind, I'm sure Distrowatch can 
inform concerning others.)



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Re: [GNC] Build From Source Near Impossible

[Stephen M. Butler]

Last build I did was on 21.10 (for 4.10-65-g7e4fcc7af+(2022-04-29)).

Now running 22.04 but haven't built the latest release yet -- may be a 
bit before I do.  Maybe 5.0 will come out first <>.

--Steve

On 8/9/22 11:37, Adrien Monteleone wrote:

Seems reasonable to me.

I'd think the only versions with instructions that are useful are 
those still supported by Canonical, namely, these LTS releases:


14.04 - EOL 4/24 (ESS 4/19)
16.04 - EOL 4/26 (ESS 4/21)
18.04 - EOL 4/28 (ESS 4/23)
20.04 - EOL 4/30 (ESS 4/25)
22.04 - EOL 4/32 (ESS 4/27)

Plus:

22.10, 23.04 & 23.10 (and other future non-LTS versions) when they are 
released and nuances are determined to need special instructions. 
(with those to be deprecated as they reach EOL)


Or maybe just only provide instructions for LTS and make a note that 
non-LTS versions aren't supported for long enough by Canonical to 
warrant their own documentation.


Note, the above EOL dates are based on Canonical's ESM (Extended 
Security Maintenance) available for both Enterprise and Personal Use. 
(free for the latter) See: https://wiki.ubuntu.com/Releases


That is 5 years beyond 'standard support'. (indicated as ESS above)

If the dev team wants to stick with the standard support window, then 
of course 14.04 & 16.04 can also be dropped.


Though, 16.04 was a breakpoint with respect to support for physical 
32-bit systems. At least some derivatives are still based on 16.04 for 
that reason. (a recent thread from a user described some difficulty 
getting a 4.x version to work on an older Linux Lite release.)


If someone can report their various results & mileage, maybe those 
older LTS releases can be sent to a sort of 'archive' page along with 
a note on the last version of GnuCash that could successfully build on 
them.


Of course, the recommendation can also be to advise the user to switch 
to a current distribution still actively supporting 32-bit hardware. 
(Debian/Devuan & Q4OS at least come to mind, I'm sure Distrowatch can 
inform concerning others.)


Regards,
Adrien

On 8/9/22 12:49 PM, david whiting wrote:

I think we should remove the instructions from
https://wiki.gnucash.org/wiki/Building_On_Ubuntu for 21.10. Anyone
have any objections to that?



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.



--
Stephen M Butler, PMP, PSM
stephen.m.butle...@gmail.com
kg...@arrl.net
253-350-0166
---
GnuPG Fingerprint:  8A25 9726 D439 758D D846 E5D4 282A 5477 0385 81D8

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Re: [GNC] Banks with OFX or CSV account data downloads

[Gyle McCollam]

Tom,
I use 6 different banks and many more credit cards and they all offer downloads 
in CSV or QFX.  As another user pointed out and I responded to flywire, in 
regards to Citi Bank, you won't find that option in the statements part of 
their website.  If you go to the transaction page on many websites, they give 
you the ability to look at transactions for different periods and from there 
you can select to download.  When you ask to download it will ask you for the 
format you wish to download and in the case of Citi Bank you will see the 
options in the attached photo which was snipped directly from the website.  I 
prefer to use online banking, but that works with less banks than I would like. 
 I found that even when I asked different bank personnel if a QFX download was 
available they more than half the time told me it wasn't available when it 
actually was available.  One of these was Discover and I now download the 
transaction every month without problems.  I wonder if your current bank has 
the ability to download transactions, not statements?


Thank You,

Gyle McCollam

Gyle McCollam

gmccol...@live.com   email


From: gnucash-user  on 
behalf of Tom Browder 
Sent: Tuesday, August 9, 2022 1:10 PM
To: Gnucash Users 
Subject: [GNC] Banks with OFX or CSV account data downloads

On another thread I asked for any third-party resources for converting pdf
bank statements to another format. One in particular works good enough for
my current bank, Hancock-Whitney. The resource was suggested by Christopher
Lam.

To continue in a more direct way to fix my problem, I would appreciate
users who can recommend specific US banks they know that provide OFX or CSV
downloads for all personal accounts including checking, savings, and credit
cards. There is a page on the GnuCash Wiki for OFX info:

https://wiki.gnucash.org/wiki/OFX

If your bank is NOT listed, please add it. If your bank IS listed, please
make sure the informtion is correct. It would also help to add banks known
NOT to have either capability.

I'm thinking of adding a new Wiki page entitled "Financial firms and
OFX-CSV capability" or something like that. Suggestions welcome.

Best regards,

-Tom
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Re: [GNC] Order of accounts, auto numbering transactions.

[Gyle McCollam]

Stan,
Just wanted to let you know that you don't even have to type the first few 
letters, any part of the account name will do, GNC will find the account name.


Thank You,

Gyle McCollam

Gyle McCollam

gmccol...@live.com   email


From: gnucash-user  on 
behalf of Stan Brown 
Sent: Tuesday, August 9, 2022 2:31 PM
To: gnucash-user@gnucash.org 
Subject: Re: [GNC] Order of accounts, auto numbering transactions.

On 2022-08-09 00:55, John C Simpson via gnucash-user wrote:

> How do I set up my accounts in an order that I prefer rather than 
> alphabetical?

Use the Account Codes.  All reports (at least all the ones I use) will
be sorted by Account Code.

A recommendation I adopted from this list was to use four digit numbers.

The first digit is 1/2/3/4/5 for
Assets/Liabilities/Equities/Income/Expenses.

The second, third, and fourth digits allow for three levels of accounts,
which I think is plenty, but there's nothing stopping you from having
two levels or four levels or even just one level. (Reports seem to
default to showing no more than three levels, so you'd need to change
that in Edit » Report Options.)

This may be different in more recent versions, but I've found that the
drop-down accounts list when I'm entering a transaction is still
alphabetical and does not follow account codes. However, when I type the
first few letters of the desired account name, GC auto-fills the full
name. You can also type the Account Code and GC will convert it to
account name as soon as you press Tab or Enter.

Stan Brown
Tehachapi, CA, USA
https://BrownMath.com
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Re: [GNC] Build From Source Near Impossible

[John Ralls]

Caveat: Check the dependency requirements in README.dependencies for the 
GnuCash version you're trying to build against what a particular OS release 
provides. Pay particular attention to the C++ standard level supported by the 
compiler, Boost, Cmake, and GLib. You can't build GnuCash 4.x on Ubuntu 14.04 
or 16.04 because the compilers in those releases don't support C++17 and that's 
required for GnuCash 4.x and later.

Regards,
John Ralls

> On Aug 9, 2022, at 11:37 AM, Adrien Monteleone 
>  wrote:
> 
> Seems reasonable to me.
> 
> I'd think the only versions with instructions that are useful are those still 
> supported by Canonical, namely, these LTS releases:
> 
> 14.04 - EOL 4/24 (ESS 4/19)
> 16.04 - EOL 4/26 (ESS 4/21)
> 18.04 - EOL 4/28 (ESS 4/23)
> 20.04 - EOL 4/30 (ESS 4/25)
> 22.04 - EOL 4/32 (ESS 4/27)
> 
> Plus:
> 
> 22.10, 23.04 & 23.10 (and other future non-LTS versions) when they are 
> released and nuances are determined to need special instructions. (with those 
> to be deprecated as they reach EOL)
> 
> Or maybe just only provide instructions for LTS and make a note that non-LTS 
> versions aren't supported for long enough by Canonical to warrant their own 
> documentation.
> 
> Note, the above EOL dates are based on Canonical's ESM (Extended Security 
> Maintenance) available for both Enterprise and Personal Use. (free for the 
> latter) See: https://wiki.ubuntu.com/Releases
> 
> That is 5 years beyond 'standard support'. (indicated as ESS above)
> 
> If the dev team wants to stick with the standard support window, then of 
> course 14.04 & 16.04 can also be dropped.
> 
> Though, 16.04 was a breakpoint with respect to support for physical 32-bit 
> systems. At least some derivatives are still based on 16.04 for that reason. 
> (a recent thread from a user described some difficulty getting a 4.x version 
> to work on an older Linux Lite release.)
> 
> If someone can report their various results & mileage, maybe those older LTS 
> releases can be sent to a sort of 'archive' page along with a note on the 
> last version of GnuCash that could successfully build on them.
> 
> Of course, the recommendation can also be to advise the user to switch to a 
> current distribution still actively supporting 32-bit hardware. 
> (Debian/Devuan & Q4OS at least come to mind, I'm sure Distrowatch can inform 
> concerning others.)
> 
> Regards,
> Adrien
> 
> On 8/9/22 12:49 PM, david whiting wrote:
>> I think we should remove the instructions from
>> https://wiki.gnucash.org/wiki/Building_On_Ubuntu for 21.10. Anyone
>> have any objections to that?
> 
> 
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Re: [GNC] Banks with OFX or CSV account data downloads

[John Ralls]

> On Aug 9, 2022, at 10:10 AM, Tom Browder  wrote:
> 
> On another thread I asked for any third-party resources for converting pdf
> bank statements to another format. One in particular works good enough for
> my current bank, Hancock-Whitney. The resource was suggested by Christopher
> Lam.
> 
> To continue in a more direct way to fix my problem, I would appreciate
> users who can recommend specific US banks they know that provide OFX or CSV
> downloads for all personal accounts including checking, savings, and credit
> cards. There is a page on the GnuCash Wiki for OFX info:
> 
>https://wiki.gnucash.org/wiki/OFX
> 
> If your bank is NOT listed, please add it. If your bank IS listed, please
> make sure the informtion is correct. It would also help to add banks known
> NOT to have either capability.

Please don't. That page is *not* about downloading files outside of GnuCash and 
then importing them with File>Import>Import OFX/QFX. It's about the banks that 
support downloading directly into GnuCash using OFX-DirectConnect, sadly a 
dwindling population.

Regards,
John Ralls

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Re: [GNC] Banks with OFX or CSV account data downloads

[Tom Browder]

On Tue, Aug 9, 2022 at 15:00 Gyle McCollam  wrote:

> I use 6 different banks and many more credit cards and they all offer
> downloads in CSV or QFX.
>

Gyle, can you please list them and what they provide?

I understand that one may have to search around, but it would help to have
a starting point. I am actively searching the ones I have accounts with,
but it would be very helpful for us searchers if users such as yourself
listed your successes. (And I will be glad to add them to the Wiki if need
be.)

And, again, the one bank I have that meets all my other requirements, does
NOT have transaction downloads for personal accounts. But I am still
working on asking HHQ (higher headquarters) about the issue.

Thanks.

-Tom
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Re: [GNC] Build From Source Near Impossible

[Adrien Monteleone]

Aha, thanks John. I wonder how much trouble it would be for a user to 
update their compiler or if that is just a mess for the rest of the 
system. (all else being equal, which I'm sure it isn't)


Regards,
Adrien

On 8/9/22 3:06 PM, John Ralls wrote:

Caveat: Check the dependency requirements in README.dependencies for the 
GnuCash version you're trying to build against what a particular OS release 
provides. Pay particular attention to the C++ standard level supported by the 
compiler, Boost, Cmake, and GLib. You can't build GnuCash 4.x on Ubuntu 14.04 
or 16.04 because the compilers in those releases don't support C++17 and that's 
required for GnuCash 4.x and later.



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Re: [GNC] Banks with OFX or CSV account data downloads

[Tom Browder]

On Tue, Aug 9, 2022 at 15:12 John Ralls  wrote:
On Aug 9, 2022, at 10:10 AM, Tom Browder  wrote:
...

> > To continue in a more direct way to fix my problem, I would appreciate
> > users who can recommend specific US banks they know that provide OFX or
> CSV
> > downloads for all personal accounts including checking, savings, and
> credit
> > cards. There is a page on the GnuCash Wiki for OFX info:
> >
> >https://wiki.gnucash.org/wiki/OFX
> >
> > If your bank is NOT listed, please add it. If your bank IS listed, please
> > make sure the informtion is correct. It would also help to add banks
> known
> > NOT to have either capability.
>
> Please don't. That page is *not* about downloading files outside of
> GnuCash and then importing them with File>Import>Import OFX/QFX. It's about
> the banks that support downloading directly into GnuCash using
> OFX-DirectConnect, sadly a dwindling population.


Point taken, John, so how about a new page, with an appropriate title, for
financial institutions whose transactions download capability, or lack
thereof, can be stated by real GnuCash users. (I confess that trying to
name such a page on your Wiki will be daunting.)

Regards,

-Tom
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Re: [GNC] Banks with OFX or CSV account data downloads

[David Carlson]

Tom,

As Gyle mentioned,  the vast majority of banks, credit card companies and
even online merchants offer both csv and either ofx or qfx direct downloads
on their website,  usually through an icon near the list of recent
transactions.   There are a few exceptions,  even a small number that say
they do, but what you get is wrong.  The Petco credit card falls in the
last category. For that card I manipulate the qfx file either before
importing or after, as the wife won't close her account.



On Tue, Aug 9, 2022, 3:40 PM Tom Browder  wrote:

> On Tue, Aug 9, 2022 at 15:12 John Ralls  wrote:
> On Aug 9, 2022, at 10:10 AM, Tom Browder  wrote:
> ...
>
> > > To continue in a more direct way to fix my problem, I would appreciate
> > > users who can recommend specific US banks they know that provide OFX or
> > CSV
> > > downloads for all personal accounts including checking, savings, and
> > credit
> > > cards. There is a page on the GnuCash Wiki for OFX info:
> > >
> > >https://wiki.gnucash.org/wiki/OFX
> > >
> > > If your bank is NOT listed, please add it. If your bank IS listed,
> please
> > > make sure the informtion is correct. It would also help to add banks
> > known
> > > NOT to have either capability.
> >
> > Please don't. That page is *not* about downloading files outside of
> > GnuCash and then importing them with File>Import>Import OFX/QFX. It's
> about
> > the banks that support downloading directly into GnuCash using
> > OFX-DirectConnect, sadly a dwindling population.
>
>
> Point taken, John, so how about a new page, with an appropriate title, for
> financial institutions whose transactions download capability, or lack
> thereof, can be stated by real GnuCash users. (I confess that trying to
> name such a page on your Wiki will be daunting.)
>
> Regards,
>
> -Tom
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Re: [GNC] Banks with OFX or CSV account data downloads

[Tom Browder]

On Tue, Aug 9, 2022 at 16:11 David Carlson 
wrote:

> Tom,
>
> As Gyle mentioned,  the vast majority of banks, credit card companies and
> even online
>

David, that the "vast majority" allegedly provide such capability doesn't
help someone looking for a local bank providing such. Why do GnuCash users
not want  to at least name banks they use and state whether or not they
provide downloadable tranactions and in what format?

Is it a private issue?

-Tom
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Re: [GNC] Order of accounts, auto numbering transactions.

[Stan Brown]

On Tuesday, August 9, 2022 at 11:31 AM UTC -800, Stan Brown wrote:> This
may be different in more recent versions, but I've found that
> the drop-down accounts list when I'm entering a transaction is still 
> alphabetical and does not follow [i.e. not in the order of] account
> codes. However, when I type the first few letters of the desired
> account name, GC auto-fills the full name.
On 2022-08-09 13:04, Gyle McCollam wrote:
> Stan,
> Just wanted to let you know that you don't even have to type the first
> few letters, any part of the account name will do, GNC will find the
> account name.

Not for me. I have an account called "AP Bank of America Visa", and no
other accounts with "America" in their names. When entering a
transaction, nothing happens if I type America in the account field,
until I press Tab. At that point the popup asks me if I want to create
the account America.

I thought maybe you might have been talking about accounts in the
Accounts tab. But there again, initial characters jump to the account,
but typing America does nothing.

I have GC 2.6.19. Which version do you have?

Stan Brown
Tehachapi, CA, USA
https://BrownMath.com
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Re: [GNC] Banks with OFX or CSV account data downloads

[David Carlson]

It is incredibly easier to list banks that don't offer that service or that
do it wrong.  A list of banks that do would almost duplicate the yellow
pages  (remember them?) and would go out of date just as quickly.

On Tue, Aug 9, 2022, 4:33 PM Tom Browder  wrote:

> On Tue, Aug 9, 2022 at 16:11 David Carlson 
> wrote:
>
>> Tom,
>>
>> As Gyle mentioned,  the vast majority of banks, credit card companies and
>> even online
>>
>
> David, that the "vast majority" allegedly provide such capability doesn't
> help someone looking for a local bank providing such. Why do GnuCash users
> not want  to at least name banks they use and state whether or not they
> provide downloadable tranactions and in what format?
>
> Is it a private issue?
>
> -Tom
>
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Re: [GNC] Order of accounts, auto numbering transactions.

[David Carlson]

Version 2.6.19 only works the old way where you need to type a few
characters of each level starting at the top.  You need at least 3.x to get
the better autofill in the account field.

On Tue, Aug 9, 2022, 5:36 PM Stan Brown  wrote:

>
> On Tuesday, August 9, 2022 at 11:31 AM UTC -800, Stan Brown wrote:> This
> may be different in more recent versions, but I've found that
> > the drop-down accounts list when I'm entering a transaction is still
> > alphabetical and does not follow [i.e. not in the order of] account
> > codes. However, when I type the first few letters of the desired
> > account name, GC auto-fills the full name.
> On 2022-08-09 13:04, Gyle McCollam wrote:
> > Stan,
> > Just wanted to let you know that you don't even have to type the first
> > few letters, any part of the account name will do, GNC will find the
> > account name.
>
> Not for me. I have an account called "AP Bank of America Visa", and no
> other accounts with "America" in their names. When entering a
> transaction, nothing happens if I type America in the account field,
> until I press Tab. At that point the popup asks me if I want to create
> the account America.
>
> I thought maybe you might have been talking about accounts in the
> Accounts tab. But there again, initial characters jump to the account,
> but typing America does nothing.
>
> I have GC 2.6.19. Which version do you have?
>
> Stan Brown
> Tehachapi, CA, USA
> https://BrownMath.com
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Re: [GNC] Banks with OFX or CSV account data downloads

[David Carlson]

The best way to choose a bank is to find one close to home that has
important features like types of accounts that you need and physical branch
hours and locations that work for you.  Whichever bank meets  those
requirements probably also offers file exports in several formats.

On Tue, Aug 9, 2022, 5:39 PM David Carlson 
wrote:

> It is incredibly easier to list banks that don't offer that service or
> that do it wrong.  A list of banks that do would almost duplicate the
> yellow pages  (remember them?) and would go out of date just as quickly.
>
> On Tue, Aug 9, 2022, 4:33 PM Tom Browder  wrote:
>
>> On Tue, Aug 9, 2022 at 16:11 David Carlson 
>> wrote:
>>
>>> Tom,
>>>
>>> As Gyle mentioned,  the vast majority of banks, credit card companies
>>> and even online
>>>
>>
>> David, that the "vast majority" allegedly provide such capability doesn't
>> help someone looking for a local bank providing such. Why do GnuCash users
>> not want  to at least name banks they use and state whether or not they
>> provide downloadable tranactions and in what format?
>>
>> Is it a private issue?
>>
>> -Tom
>>
>
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Re: [GNC] Build From Source Near Impossible

[Christopher Lam]

AdrienM: You may have seen my successful experiment in building on Linux
(or WSL2) using Nix to load the dependencies into a temporary shell for
building. Note this is not considered canon.

https://github.com/christopherlam/gnucash-on-nix

On Wed, 10 Aug 2022 at 04:36, Adrien Monteleone <
adrien.montele...@lusfiber.net> wrote:

> Aha, thanks John. I wonder how much trouble it would be for a user to
> update their compiler or if that is just a mess for the rest of the
> system. (all else being equal, which I'm sure it isn't)
>
> Regards,
> Adrien
>
> On 8/9/22 3:06 PM, John Ralls wrote:
> > Caveat: Check the dependency requirements in README.dependencies for the
> GnuCash version you're trying to build against what a particular OS release
> provides. Pay particular attention to the C++ standard level supported by
> the compiler, Boost, Cmake, and GLib. You can't build GnuCash 4.x on Ubuntu
> 14.04 or 16.04 because the compilers in those releases don't support C++17
> and that's required for GnuCash 4.x and later.
>
>
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Re: [GNC] Banks with OFX or CSV account data downloads

[davidcousens49]

Tom,
There is another issue with putting up a list of banks known not to supply
OFXQFX or CSV downloads. The banks can up date there procedure and if the
information put up is wrong or becomes wrong, they may take issue with an
independent site posting that information particularly without some disclaimer
given the wide distribution of GNuCash. 

The best place to find out what a bank website can or can't do is usually from
their IT department, as they will be aware of such facilities even where teller
staff aren't. My bank in Australia has a general enquiry email to which I have
put this question in the past but asked that it be directed specifically to
their IT staff. I received an email back from the manager in charge of the IT
department who talked to me about my requirements, explained what was available
and how to use it as well as more general discussion of requirements. They still
don't have DirectConnectOFX (this was a security policy issue the IT department
could not bypass) but they did widen the range of export options and have
simplified export. 

David Cousens

On Tue, 2022-08-09 at 16:33 -0500, Tom Browder wrote:
> On Tue, Aug 9, 2022 at 16:11 David Carlson 
> wrote:
> 
> > Tom,
> > 
> > As Gyle mentioned,  the vast majority of banks, credit card companies and
> > even online
> > 
> 
> David, that the "vast majority" allegedly provide such capability doesn't
> help someone looking for a local bank providing such. Why do GnuCash users
> not want  to at least name banks they use and state whether or not they
> provide downloadable tranactions and in what format?
> 
> Is it a private issue?
> 
> -Tom
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Re: [GNC] Build From Source Near Impossible

[Adrien Monteleone]

Yes I did, thanks Chris. I intend to play with that soon. That is an 
interesting approach.


Regards,
Adrien

On 8/9/22 6:49 PM, Christopher Lam wrote:

AdrienM: You may have seen my successful experiment in building on Linux
(or WSL2) using Nix to load the dependencies into a temporary shell for
building. Note this is not considered canon.

https://github.com/christopherlam/gnucash-on-nix



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Re: [GNC] Order of accounts, auto numbering transactions.

[Stan Brown]

Actually there's a preference setting so that I need type only a few
characters of the account name, ignoring higher levels.

I believe it's associated with Register Defaults » Only display leaf
account names.

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

On 2022-08-09 15:48, David Carlson wrote:
> Version 2.6.19 only works the old way where you need to type a few
> characters of each level starting at the top.  You need at least 3.x to
> get the better autofill in the account field. 
> 
> On Tue, Aug 9, 2022, 5:36 PM Stan Brown  > wrote:
> 
> 
> On Tuesday, August 9, 2022 at 11:31 AM UTC -800, Stan Brown wrote:> This
> may be different in more recent versions, but I've found that
> > the drop-down accounts list when I'm entering a transaction is still
> > alphabetical and does not follow [i.e. not in the order of] account
> > codes. However, when I type the first few letters of the desired
> > account name, GC auto-fills the full name.
> On 2022-08-09 13:04, Gyle McCollam wrote:
> > Stan,
> > Just wanted to let you know that you don't even have to type the first
> > few letters, any part of the account name will do, GNC will find the
> > account name.
> 
> Not for me. I have an account called "AP Bank of America Visa", and no
> other accounts with "America" in their names. When entering a
> transaction, nothing happens if I type America in the account field,
> until I press Tab. At that point the popup asks me if I want to create
> the account America.
> 
> I thought maybe you might have been talking about accounts in the
> Accounts tab. But there again, initial characters jump to the account,
> but typing America does nothing.
> 
> I have GC 2.6.19. Which version do you have?
> 
> Stan Brown
> Tehachapi, CA, USA
> https://BrownMath.com 
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Re: [GNC] Banks with OFX or CSV account data downloads

[Tom Browder]

On Tue, Aug 9, 2022 at 20:54  wrote:

> Tom,
> There is another issue with putting up a list of banks known not to supply

...

Okay, I'll stop fooling with that idea--you're all right.

>
The best place to find out what a bank website can or can't do is usually
> from
>
their IT department, as they will be aware of such facilities even where
> teller
> staff aren't.


Good idea, but so far I haven't had much luck. I'll keep plugging away.

-Tom
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[GNC] Compiling under Ubuntu 18 thru 22

[Stephen M. Butler]

Someone on this list shared the following script with me to load the 
build dependencies.


I ran it back around Ubuntu 18.? and now am up on 22.04 with GnuCash 4.x

Come to think, there may have been a module update since then, but that 
will become obvious if you compile.


#!/bin/bash
clear
# this script was developed to install a basic development environment
# for GnuCash > V3 on a Linux Mint 19 OS
echo "Script to install development environment for GnuCash ~V3.0"
echo ""
echo "Installing build environment:"
echo "   build-essential"
sudo apt install build-essential
echo "   cmake"
sudo apt install cmake
echo "   ninja-build"
sudo apt install ninja-build
echo ""
echo "Installing GnuCash dependencies and development headers:"
echo "   libglib2.0 and dev headers"
sudo apt install libglib2.0 libglib2.0-dev
echo "   libxml2 libxml++2.6-dev libxml2-utils"
sudo apt install libxml2 libxml++2.6-dev libxml2-utils
echo "   libxslt1.1 libxslt1-dev"
sudo apt install libxslt1.1 libxslt1-dev
echo "   libwebkit2gtk-4.0-37 libwebkit2gtk-4.0-dev"
sudo apt install libwebkit2gtk-4.0-37 libwebkit2gtk-4.0-dev
echo "   gtk+3.0 libgtk-3-dev"
sudo apt install gtk+3.0 libgtk-3-dev
echo "   zlib1g zlib1g-dev"
sudo apt install zlib1g zlib1g-dev
echo "   guile-2.0 guile-2.0-dev"
sudo apt install guile-2.0 guile-2.0-dev
echo "   swig   3.0 on LM19  2.0 on Lm18?"
sudo apt install swig
echo "   sudo apt-get install libboost-all-dev"
sudo apt-get install libboost-all-dev
echo "   libsecret-1-0 libsecret-1-0-dev"
sudo apt-get install libsecret-1-0 libsecret-1-0-dev
echo " AqBanking Tools"
echo "   aqbanking-tools libaqbanking-dev"
sudo apt-get install aqbanking-tools libaqbanking-dev
echo "   gwenhywfar-tools libgwenhywfar60 libgwenhywfar60-dev"
sudo apt-get install gwenhywfar-tools libgwenhywfar60 libgwenhywfar60-dev
echo "   ktoblzcheck libktoblzcheck1-dev"
sudo apt-get install ktoblzcheck libktoblzcheck1-dev
echo " OFX support"
echo "   libofx libofx-dev"
sudo apt-get install libofx-dev
echo "   xsltproc"
sudo apt-get install xsltproc
echo " Database backend support"
echo "   libdbi1 libdbi-dev libdbd-pgsql libdbd-mysql libdbd-sqlite3"
sudo apt-get install libdbi1 libdbi-dev libdbd-pgsql libdbd-mysql 
libdbd-sqlite3

echo " Python support"
sudo apt-get install python3-pytest
echo " Google Test"
sudo apt install googletest
=

I do compile from a git repository located on my box at 
/home/steve/Projects/GnuCash/gnucash


The below script is run from /home/steve/Projects/GnuCash  (one level up 
from the git repository).  I just pulled the latest commits from the 
master and ran this script to compile:


#!/bin/bash
#
#  build-gnucash
#
# NOte:  do a git pull followed by git checkout of version desired 
before starting script


cd $HOME/Projects/GnuCash/gnucash

GITVER=$(git describe)
MYVER=${GITVER%-*}
MYRPR=Build-gnucash_${MYVER}
echo $MYVER

cd ..

rm -rf $MYRPR  > /dev/null

mkdir $MYRPR

cd $MYRPR

cmake -DCMAKE_INSTALL_PREFIX=/usr/local  ../gnucash

make

echo  ##  sudo make install
---

--Steve

--
Stephen M Butler, PMP, PSM
stephen.m.butle...@gmail.com
kg...@arrl.net
253-350-0166
---
GnuPG Fingerprint:  8A25 9726 D439 758D D846 E5D4 282A 5477 0385 81D8

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Re: [GNC] Order of accounts, auto numbering transactions.

[Gyle McCollam]

Sorry Stan, I never received your question to my response.  I have version 
4.11.  I only saw David's response about version 2.6.19 not working the same.



Sent from Samsung Galaxy smartphone.



 Original message 
From: Stan Brown 
Date: 8/9/22 9:54 PM (GMT-05:00)
To: David Carlson 
Cc: Gyle McCollam , gnucash-user@gnucash.org
Subject: Re: [GNC] Order of accounts, auto numbering transactions.

Actually there's a preference setting so that I need type only a few
characters of the account name, ignoring higher levels.

I believe it's associated with Register Defaults » Only display leaf
account names.

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

On 2022-08-09 15:48, David Carlson wrote:
> Version 2.6.19 only works the old way where you need to type a few
> characters of each level starting at the top.  You need at least 3.x to
> get the better autofill in the account field.
>
> On Tue, Aug 9, 2022, 5:36 PM Stan Brown  > wrote:
>
>
> On Tuesday, August 9, 2022 at 11:31 AM UTC -800, Stan Brown wrote:> This
> may be different in more recent versions, but I've found that
> > the drop-down accounts list when I'm entering a transaction is still
> > alphabetical and does not follow [i.e. not in the order of] account
> > codes. However, when I type the first few letters of the desired
> > account name, GC auto-fills the full name.
> On 2022-08-09 13:04, Gyle McCollam wrote:
> > Stan,
> > Just wanted to let you know that you don't even have to type the first
> > few letters, any part of the account name will do, GNC will find the
> > account name.
>
> Not for me. I have an account called "AP Bank of America Visa", and no
> other accounts with "America" in their names. When entering a
> transaction, nothing happens if I type America in the account field,
> until I press Tab. At that point the popup asks me if I want to create
> the account America.
>
> I thought maybe you might have been talking about accounts in the
> Accounts tab. But there again, initial characters jump to the account,
> but typing America does nothing.
>
> I have GC 2.6.19. Which version do you have?
>
> Stan Brown
> Tehachapi, CA, USA
> https://BrownMath.com 
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Re: [GNC] Banks with OFX or CSV account data downloads

[Tracy]

As with so many things, your mileage may vary, but...

I use Huntington Bank. They have the ability to download transactions 
(in most any date ranges you might want, up to about 2 years) as a CSV 
or a QFX file (QFX being the Quicken extended version of OFX, which 
GnuCash can import without any problem). I personally use their 
checking, savings, and credit card products, and all of these download 
without problem.


I also download transactions in either OFX or QFX format from:

Pentagon Federal Credit Union
Navy Federal Credit Union
Citibank
Chase
Discover
FNBO (formerly First National Bank of Omaha)
Synchrony Bank (private label credit cards, such as Sam's Club, Lowe's, etc)


On 8/9/22 16:23, Tom Browder wrote:

On Tue, Aug 9, 2022 at 15:00 Gyle McCollam  wrote:


I use 6 different banks and many more credit cards and they all offer
downloads in CSV or QFX.



Gyle, can you please list them and what they provide?

I understand that one may have to search around, but it would help to have
a starting point. I am actively searching the ones I have accounts with,
but it would be very helpful for us searchers if users such as yourself
listed your successes. (And I will be glad to add them to the Wiki if need
be.)

And, again, the one bank I have that meets all my other requirements, does
NOT have transaction downloads for personal accounts. But I am still
working on asking HHQ (higher headquarters) about the issue.

Thanks.

-Tom
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Re: [GNC] Third party OFX/CVS providers

[flywire]

That never used to be the case but it's still pretty useless for a tax
return:
Please note that if you wish to download transactions that is more than the
12 month period, you must choose the 'View Statement' option. However,
please be advised that it does not have the facility to transfer them in
the abovementioned formats, it will on a PDF format per month.

On Sun, Aug 7, 2022 at 12:14 PM Gyle McCollam  wrote:

> I have a Citibank credit card and I use the online banking tool to
> download a QFX file, but I went to their website and to the activity (not
> Statements) and selected the activity/statement month.
>
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