Re: [GNC] Total and Grand Total at the end of a Transaction Report

2022-10-27 Thread Peter S. Shenkin
Hi,

I don't think it is possible to create the "hanging paragraph" view from
the Options menu, if one is displaying one transaction per line. At least,
I could not find a way.

Exporting to CSV: I had wanted to do this, but could not find a way. I
expected it to be in the Print menu, but thank you for the hint.

Best,
-P.

On Wed, Oct 26, 2022 at 3:47 PM Adrien Monteleone <
adrien.montele...@lusfiber.net> wrote:

> On 10/26/22 1:58 PM, Peter S. Shenkin wrote:
> > Thank you for the suggestion about General Journal.
> >
> > I like the way the Account Report is formatted; namely, in "hanging
> > paragraphs" with the first split, only, labeled with the Description.
> This
> > makes it easy to discern the boundaries between transactions.
>
> Funny, the way to do that with the Transaction Report is to switch to
> Options > Display > Detail level > 'One split per line'. Now, for each
> account, the split for that account will be first, with the others
> indented.
>
> You can certainly do this with more than one account, but it might get a
> bit messy overall as transactions will be repeated in each account
> section where they have splits.
>
> You'll have to play with the display options and the General tab for
> sorting to get something you like. (you can leave the Options window
> open and click Apply each time till you're happy with it, then save the
> report configuration)
>
> >
> > But when I ask for running balances, *Reports>Account Report* only shows
> > them for the first account in each transaction and the balances are all
> > shown as zero. The report is labeled Transaction Report. (Even the ledger
> > obtained shown from Tools>General Journal shows zero running balances.)
>
> Yes, the General Journal and its Account Report will show zero balances,
> because a balance here would be non-sensical.
>
> Another option entirely would be to play with exporting your
> transactions to CSV and opening in a Spreadsheet or other app.
>
> Also, note there is an Account Summary Report which shows the balance in
> all accounts. (by default. You can change this to a subset, as well as
> the date of the balances.)
>
> Regards,
> Adrien
>
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[GNC] Lost my checking account, my backup won't work

2022-10-27 Thread James Baxter via gnucash-user
Yesterday as I was looking to add items to my check account. I noticed that it 
won't open. My stock/tickers will. I do backup my laptop every night. But for 
some reason.  It won't work or back up.
Need helpJames Baxter kangaro...@yahoo.com 

Sent from Yahoo Mail on Android
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Re: [GNC] Lost my checking account, my backup won't work

2022-10-27 Thread David Carlson
It is impossible to help when you do not provide any technical details
about your problem.

On Thu, Oct 27, 2022 at 3:25 AM James Baxter via gnucash-user <
gnucash-user@gnucash.org> wrote:

> Yesterday as I was looking to add items to my check account. I noticed
> that it won't open. My stock/tickers will. I do backup my laptop every
> night. But for some reason.  It won't work or back up.
> Need helpJames Baxter kangaro...@yahoo.com
>
> Sent from Yahoo Mail on Android
> ___
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> https://lists.gnucash.org/mailman/listinfo/gnucash-user
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Re: [GNC] Total and Grand Total at the end of a Transaction Report

2022-10-27 Thread Adrien Monteleone

On 10/27/22 2:12 AM, Peter S. Shenkin wrote:

Hi,

I don't think it is possible to create the "hanging paragraph" view from
the Options menu, if one is displaying one transaction per line. At least,
I could not find a way.


That's why I said:

>> Funny, the way to do that with the Transaction Report is to switch to
>> Options > Display > Detail level > 'One split per line'. Now, for each
>> account, the split for that account will be first, with the others
>> indented.

Give it a try at least. What you are asking for *is* to show the main 
split followed by the others, and *not* to show one transaction per 
line. (Otherwise, which one would 'hang'? They would all be considered 
equal.)




Exporting to CSV: I had wanted to do this, but could not find a way. I
expected it to be in the Print menu, but thank you for the hint.


Print menu? There is none.

File > Export

Regards,
Adrien


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[GNC] Automatic payments and interest during reconciliation?

2022-10-27 Thread Paul Kinzelman

My apologies for posing this again, but when I posted it a couple
of months ago, nobody responded.

On some of my charge card accounts, when I reconcile the account
with the statement, a pop-up happens that automatically allows
me to record the payment. For those accounts, the pop-up happens
every time I reconcile those accounts.

On other charge card accounts, when I reconcile them, nothing happens
after reconciliation, and I have to manually enter the payment
transaction.  And for these accounts, every time I reconcile them, I
have to manually enter the transaction.

The same kind of things happens also on reconciling
savings/checking for entering the interest every month,
on some accounts I always get a pop-up to enter interest
and on some accounts I never get the popup.

What determines whether a payment or interest window
pops up during reconciliation or not?

I looked under help | "Reconciling an Account to a Statement" where it
says: "You can change this behaviour in the GnuCash Preferences from
the menu Edit | Preferences in the Register tab by activating the
checkbox Automatic credit card payment."  but that's checked on
all the accounts.

Is that a per-account thing? Or a global setting for all accounts? The
help implied that it's per-account but it looks like it's global
because it was set when I selected an account that's not doing
auto-popup, when to Edit | Preferences | Register and the "Automatic
credit card payment" seems to be always set.

Under Account tab | account | right-click | edit account there is a box
"Auto interest transfer" that when I hover it sounds like what
I want, but it's never checked even on accounts that do have
the popup for the payment.

I'm confused.

TIA!

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Re: [GNC] Automatic payments and interest during reconciliation?

2022-10-27 Thread Adrien Monteleone
You found all the right places for the settings, but are the accounts of 
the right 'type'?


When you Edit an account, the Type is in the bottom left pane.

I would think auto-interest would need to be of type 'Bank' and the 
auto-payment would need to be of type 'Credit Card'.


**I'm pretty sure you got replies last time. I seem to recall the post.

If for any reason you can't change the type, create a new account with 
the correct type keeping everything else the same, then delete the 
original account and GnuCash will ask you where you want to move the 
transactions. Select the new account with the correct type.


Regards,
Adrien

On 10/27/22 11:09 AM, Paul Kinzelman wrote:

My apologies for posing this again, but when I posted it a couple
of months ago, nobody responded.

On some of my charge card accounts, when I reconcile the account
with the statement, a pop-up happens that automatically allows
me to record the payment. For those accounts, the pop-up happens
every time I reconcile those accounts.

On other charge card accounts, when I reconcile them, nothing happens
after reconciliation, and I have to manually enter the payment
transaction.  And for these accounts, every time I reconcile them, I
have to manually enter the transaction.

The same kind of things happens also on reconciling
savings/checking for entering the interest every month,
on some accounts I always get a pop-up to enter interest
and on some accounts I never get the popup.

What determines whether a payment or interest window
pops up during reconciliation or not?

I looked under help | "Reconciling an Account to a Statement" where it
says: "You can change this behaviour in the GnuCash Preferences from
the menu Edit | Preferences in the Register tab by activating the
checkbox Automatic credit card payment."  but that's checked on
all the accounts.

Is that a per-account thing? Or a global setting for all accounts? The
help implied that it's per-account but it looks like it's global
because it was set when I selected an account that's not doing
auto-popup, when to Edit | Preferences | Register and the "Automatic
credit card payment" seems to be always set.

Under Account tab | account | right-click | edit account there is a box
"Auto interest transfer" that when I hover it sounds like what
I want, but it's never checked even on accounts that do have
the popup for the payment.


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Re: [GNC] Importing stock splits via csv

2022-10-27 Thread Marcus Pemer
Thank you Geoff, a working example helps. I will try it and ideally if I can 
fiddle with the information I might be able to find out what causes the split 
to "take". Either way I will report back here when done.

Thanks again,
Marcus Pemer


PGP: CC9E1BAA





\ Original Message 
On Oct 27, 2022, 13:17, Geoff < cleanoutmys...@gmail.com> wrote:

>
> Hi Marcus This example works for me:- 
> Date,Description,Commodity/Currency,Action,Full Account Name,Amount,Price 
> 27-10-2022,NVIDIA 3 for 1 Stock 
> Split,CURRENCY::AUD,Split,Assets:Investments:Broker 
> Account:NVDA,-300,102.00 Assets:Investments:Broker 
> Account:NVDA,900,34.00 See attached screenshot and sample CSV file. Now I 
> am not an accountant, but I believe that you need to supply valid prices with 
> a stock split transaction - the "sell" price should be your accumulated cost 
> base, and the "buy" price should be your new cost base after the split. If 
> you do not do this you are likely to run into problems with capital gains 
> (and imbalances as you experienced). Hope this helps! Regards Geoff = On 
> 26/10/2022 8:40 pm, Marcus Pemer wrote: > Hello everyone! > > I have recently 
> run into a conundrum that I hope someone would be able to help me with. > > I 
> am importing transactions from a CSV file into a brokerage account. The CSV 
> data containing the split looks like this: > > 
> date,transactionid,description,account,credit,debit,action, 
> price2022-08-25,44689940965,STOCK SPLIT (TSLA),tda\_2061:TSLA,203,0,Split, 
> 0.0 > ,44689940965,,Trading:Tradeables:TSLA,0,203,, 0.0 > > In other words, I 
> have formatted the data as a multi-line split file for the importer. I am 
> setting the action to Split and attempting to set the commodity price to 0.0 
> in both split lines. > > I have modeled the above import data based on what I 
> see gets created if I manually create a stock split in GnuCash. Using the 
> Stock Split tool in its simplest version creates a transaction with two 
> splits: the first has action set to "Split" and the second split goes to the 
> trading account. Prices are empty/null when the tool is used. > > I have 
> turned off all Bayesian matching for the importer, if that matters. > > The 
> problem I am facing is that when imported, the above transaction is not 
> recognized as a stock split by the importer. Rather, the commodity price is 
> overridden to 1.0 USD for both splits and my "Trading:Tradeables:TSLA: 
> account gets switched out for "Imbalance-TSLA". > > Would anyone know how I 
> should format the CSV import data so that the stock split gets recognized? Is 
> it even possible/supported? I have so far not been able to find answers in 
> the official documentation. > > > Thank you! > Marcus Pemer > PGP: CC9E1BAA > 
> > > 
> \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
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Re: [GNC] invoicing

2022-10-27 Thread Liz Dodd
On Thu, 27 Oct 2022 00:58:34 + (UTC)
arthur brogard via gnucash-user  wrote:

> For this simple thing.  A single tenant's rent.  Never mind a
> business with many ongoing customers. Got some way to go.
> 
> :)

It is a great idea to start with a small set of transactions and work
out your methods before starting with lots of transactions.

Liz
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Re: [GNC] Lost my checking account, my backup won't work

2022-10-27 Thread David Carlson
James,

Do not reply to individuals, only reply to list.  See the text at the end
of any message in the list for instructions.

>From your screenshot I do not see any checking account in your account
list.  That would explain why you cannot add checking transactions.  I have
no idea what "it" is that was asking for folders, but it is not GnuCash.  I
would also suggest turning off your spellchecker, as it is garbling up your
messages.

On Thu, Oct 27, 2022 at 1:18 PM James Baxter  wrote:

> Geoff and David.
> Gentlemen. As I hope you don't mind me send you an email. So I hope you
> are getting the screen shot. And thanks Geoff for you idea.
>
> I was looking over the screen shots you gave me. As i don't fine the
> checking account listen. I have my backup drive in for know. As when
> Gnucash opened. It was asking me for some folders, I did not understand
> that, As I only have one laptop.
>
> Yes, I tried to backup from the drive, But that did not work. I was
> looking at going to current assets and making a new item like the checking
> account. But I don't know if that will work.
>
> When I entered Stock/tickers. That is what I did.
>
> as for know. I don't know. As I hope you two don't mind.
> thanks
> James Baxter
> kangaro...@yahoo.com
> On Thursday, October 27, 2022 at 06:26:27 AM EDT, Geoff <
> cleanoutmys...@gmail.com> wrote:
>
>
> Hello James
>
> I am pleased that you backup your laptop every night.  This is a prudent
> and sensible practice to adopt.
>
> Now to the problem with your missing check account.  As David said in
> his reply to you, it is difficult for us to assist you in this case
> unless you include a screenshot.
>
> But I am going to make a guess.  Please try these three easy steps and
> see if it works:-
>
> 1. Click on the "View" menu
> 2. Click on the "New Accounts Page" option
> 3. Expand your Assets until your Check Account appears.
>
> I have attached a screenshot which shows you those 3 steps, and I hope
> that it will assist you to solve your problem.
>
> Nice to hear from you again!
>
> Regards
>
> Geoff
> =
>
> On 27/10/2022 10:25 am, James Baxter via gnucash-user wrote:
> > Yesterday as I was looking to add items to my check account. I noticed
> that it won't open. My stock/tickers will. I do backup my laptop every
> night. But for some reason.  It won't work or back up.
> > Need helpJames Baxter kangaro...@yahoo.com
> >
> > Sent from Yahoo Mail on Android
>
> > ___
> > gnucash-user mailing list
> > gnucash-user@gnucash.org
> > To update your subscription preferences or to unsubscribe:
> > https://lists.gnucash.org/mailman/listinfo/gnucash-user
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>


-- 
David Carlson
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Re: [GNC] Automatic payments and interest during reconciliation?

2022-10-27 Thread Jim DeLaHunt

Hi, Paul:

On 2022-10-27 09:09, Paul Kinzelman wrote:

My apologies for posing this again, but when I posted it a couple
of months ago, nobody responded.
Adrien Monteleone replied to your current post, but also to your 27. 
August post on the same subject:

.

Examine each Card account by using the Edit window as well. Make sure
each one is set to 'type' (bottom left column) "Credit Card". I suspect
the accounts that aren't prompting you for payment are set as simply
'Liability'.


Hopefully, between the two answers you will be able to make progress. If 
not, please ask a follow-up question.




On some of my charge card accounts, when I reconcile the account
with the statement, a pop-up happens that automatically allows
me to record the payment. For those accounts, the pop-up happens
every time I reconcile those accounts.

On other charge card accounts, when I reconcile them, nothing happens
after reconciliation, and I have to manually enter the payment
transaction.  And for these accounts, every time I reconcile them, I
have to manually enter the transaction.

The same kind of things happens also on reconciling
savings/checking for entering the interest every month,
on some accounts I always get a pop-up to enter interest
and on some accounts I never get the popup.

What determines whether a payment or interest window
pops up during reconciliation or not?

I looked under help | "Reconciling an Account to a Statement" where it
says: "You can change this behaviour in the GnuCash Preferences from
the menu Edit | Preferences in the Register tab by activating the
checkbox Automatic credit card payment."  but that's checked on
all the accounts.

Is that a per-account thing? Or a global setting for all accounts? The
help implied that it's per-account but it looks like it's global
because it was set when I selected an account that's not doing
auto-popup, when to Edit | Preferences | Register and the "Automatic
credit card payment" seems to be always set.

Under Account tab | account | right-click | edit account there is a box
"Auto interest transfer" that when I hover it sounds like what
I want, but it's never checked even on accounts that do have
the popup for the payment.

I'm confused.

TIA!


Good luck!

 —Jim DeLaHunt
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[GNC] Lost checking account

2022-10-27 Thread James Baxter via gnucash-user
As I got an email from Geoff to do with my checking account, as I lost it. I do 
keep backups. I got a screen shot from Geoff. He is showing me what to do 
(thanks Geoff) but the checking account does not show up.
Looking for answersJames baxterkangaro...@yahoo.com
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Re: [GNC] Importing stock splits via csv

2022-10-27 Thread Marcus Pemer
Thank you Geoff, this helps. I will try your example in my local file, play 
with the input a bit to see what triggers the different behaviour, and report 
back.







\ Original Message 
On Oct 27, 2022, 13:17, Geoff < cleanoutmys...@gmail.com> wrote:

>
> Hi Marcus This example works for me:- 
> Date,Description,Commodity/Currency,Action,Full Account Name,Amount,Price 
> 27-10-2022,NVIDIA 3 for 1 Stock 
> Split,CURRENCY::AUD,Split,Assets:Investments:Broker 
> Account:NVDA,-300,102.00 Assets:Investments:Broker 
> Account:NVDA,900,34.00 See attached screenshot and sample CSV file. Now I 
> am not an accountant, but I believe that you need to supply valid prices with 
> a stock split transaction - the "sell" price should be your accumulated cost 
> base, and the "buy" price should be your new cost base after the split. If 
> you do not do this you are likely to run into problems with capital gains 
> (and imbalances as you experienced). Hope this helps! Regards Geoff = On 
> 26/10/2022 8:40 pm, Marcus Pemer wrote: > Hello everyone! > > I have recently 
> run into a conundrum that I hope someone would be able to help me with. > > I 
> am importing transactions from a CSV file into a brokerage account. The CSV 
> data containing the split looks like this: > > 
> date,transactionid,description,account,credit,debit,action, 
> price2022-08-25,44689940965,STOCK SPLIT (TSLA),tda\_2061:TSLA,203,0,Split, 
> 0.0 > ,44689940965,,Trading:Tradeables:TSLA,0,203,, 0.0 > > In other words, I 
> have formatted the data as a multi-line split file for the importer. I am 
> setting the action to Split and attempting to set the commodity price to 0.0 
> in both split lines. > > I have modeled the above import data based on what I 
> see gets created if I manually create a stock split in GnuCash. Using the 
> Stock Split tool in its simplest version creates a transaction with two 
> splits: the first has action set to "Split" and the second split goes to the 
> trading account. Prices are empty/null when the tool is used. > > I have 
> turned off all Bayesian matching for the importer, if that matters. > > The 
> problem I am facing is that when imported, the above transaction is not 
> recognized as a stock split by the importer. Rather, the commodity price is 
> overridden to 1.0 USD for both splits and my "Trading:Tradeables:TSLA: 
> account gets switched out for "Imbalance-TSLA". > > Would anyone know how I 
> should format the CSV import data so that the stock split gets recognized? Is 
> it even possible/supported? I have so far not been able to find answers in 
> the official documentation. > > > Thank you! > Marcus Pemer > PGP: CC9E1BAA > 
> > > 
> \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
>  > gnucash-user mailing list > gnucash-user@gnucash.org > 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.

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Re: [GNC] Automatic payments and interest during reconciliation?

2022-10-27 Thread David T. via gnucash-user
Odd. I tried googling numerous variations of that previous email without 
success. Terms I tried included:

kinzelman site:lists.gnucash.org/pipermail
kinzelman reconciliation site:lists.gnucash.org/pipermail
kinzelman reconciling site:lists.gnucash.org/pipermail
paul reconciling site:lists.gnucash.org/pipermail
p...@kinzelman.com reconciling site:lists.gnucash.org/pipermail
reconciling paying site:lists.gnucash.org/pipermail
reconciling paying site:lists.gnucash.org
paying site:lists.gnucash.org/pipermail

As far as I can see, the ĺinked email thread (subject heading: [GNC] 
reconciling an account and paying the balance) never turns up for me. Does 
anyone have ideas on whether that's simple idiocy on my part, or if there is 
some reason why the mailing list isn't getting indexed properly? 

⁣David T. ​

On Oct 28, 2022, 3:37 AM, at 3:37 AM, Jim DeLaHunt  
wrote:
>Hi, Paul:
>
>On 2022-10-27 09:09, Paul Kinzelman wrote:
>> My apologies for posing this again, but when I posted it a couple
>> of months ago, nobody responded.
>Adrien Monteleone replied to your current post, but also to your 27. 
>August post on the same subject:
>.
>> Examine each Card account by using the Edit window as well. Make sure
>> each one is set to 'type' (bottom left column) "Credit Card". I
>suspect
>> the accounts that aren't prompting you for payment are set as simply
>> 'Liability'.
>
>Hopefully, between the two answers you will be able to make progress.
>If 
>not, please ask a follow-up question.
>
>>
>> On some of my charge card accounts, when I reconcile the account
>> with the statement, a pop-up happens that automatically allows
>> me to record the payment. For those accounts, the pop-up happens
>> every time I reconcile those accounts.
>>
>> On other charge card accounts, when I reconcile them, nothing happens
>> after reconciliation, and I have to manually enter the payment
>> transaction.  And for these accounts, every time I reconcile them, I
>> have to manually enter the transaction.
>>
>> The same kind of things happens also on reconciling
>> savings/checking for entering the interest every month,
>> on some accounts I always get a pop-up to enter interest
>> and on some accounts I never get the popup.
>>
>> What determines whether a payment or interest window
>> pops up during reconciliation or not?
>>
>> I looked under help | "Reconciling an Account to a Statement" where
>it
>> says: "You can change this behaviour in the GnuCash Preferences from
>> the menu Edit | Preferences in the Register tab by activating the
>> checkbox Automatic credit card payment."  but that's checked on
>> all the accounts.
>>
>> Is that a per-account thing? Or a global setting for all accounts?
>The
>> help implied that it's per-account but it looks like it's global
>> because it was set when I selected an account that's not doing
>> auto-popup, when to Edit | Preferences | Register and the "Automatic
>> credit card payment" seems to be always set.
>>
>> Under Account tab | account | right-click | edit account there is a
>box
>> "Auto interest transfer" that when I hover it sounds like what
>> I want, but it's never checked even on accounts that do have
>> the popup for the payment.
>>
>> I'm confused.
>>
>> TIA!
>>
>Good luck!
>
>  —Jim DeLaHunt
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Re: [GNC] Lost checking account

2022-10-27 Thread David T. via gnucash-user
James,

While Geoff has been doing a stellar job working with you on your GnuCash use, 
I'll say that your account list shown doesn't appear to have any checking 
account in it. 

It does show an imbalance account with a very large amount in it, though, so I 
wonder if somehow your checking transactions ended up in that account. This 
could happen if you were to delete the checking account accidentally, and 
allowed GnuCash to move all your checking transactions into the imbalance 
account. 

I'll let Geoff follow up further. 

⁣David T. ​

On Oct 28, 2022, 5:32 AM, at 5:32 AM, James Baxter via gnucash-user 
 wrote:
>As I got an email from Geoff to do with my checking account, as I lost
>it. I do keep backups. I got a screen shot from Geoff. He is showing me
>what to do (thanks Geoff) but the checking account does not show up.
>Looking for answersJames baxterkangaro...@yahoo.com
>
>
>
>
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Re: [GNC] Automatic payments and interest during reconciliation?

2022-10-27 Thread Geoff

Maybe the Google indexing robots are behind with their homework?

The post, and Adrian's reply the next day, both show up here:

https://lists.gnucash.org/pipermail/gnucash-user/2022-August/thread.html

Regards

Geoff
=

On 28/10/2022 3:31 pm, David T. via gnucash-user wrote:

Odd. I tried googling numerous variations of that previous email without 
success. Terms I tried included:

kinzelman site:lists.gnucash.org/pipermail
kinzelman reconciliation site:lists.gnucash.org/pipermail
kinzelman reconciling site:lists.gnucash.org/pipermail
paul reconciling site:lists.gnucash.org/pipermail
p...@kinzelman.com reconciling site:lists.gnucash.org/pipermail
reconciling paying site:lists.gnucash.org/pipermail
reconciling paying site:lists.gnucash.org
paying site:lists.gnucash.org/pipermail

As far as I can see, the ĺinked email thread (subject heading: [GNC] 
reconciling an account and paying the balance) never turns up for me. Does 
anyone have ideas on whether that's simple idiocy on my part, or if there is 
some reason why the mailing list isn't getting indexed properly?

⁣David T. ​

On Oct 28, 2022, 3:37 AM, at 3:37 AM, Jim DeLaHunt  
wrote:

Hi, Paul:

On 2022-10-27 09:09, Paul Kinzelman wrote:

My apologies for posing this again, but when I posted it a couple
of months ago, nobody responded.

Adrien Monteleone replied to your current post, but also to your 27.
August post on the same subject:
.

Examine each Card account by using the Edit window as well. Make sure
each one is set to 'type' (bottom left column) "Credit Card". I

suspect

the accounts that aren't prompting you for payment are set as simply
'Liability'.


Hopefully, between the two answers you will be able to make progress.
If
not, please ask a follow-up question.



On some of my charge card accounts, when I reconcile the account
with the statement, a pop-up happens that automatically allows
me to record the payment. For those accounts, the pop-up happens
every time I reconcile those accounts.

On other charge card accounts, when I reconcile them, nothing happens
after reconciliation, and I have to manually enter the payment
transaction.  And for these accounts, every time I reconcile them, I
have to manually enter the transaction.

The same kind of things happens also on reconciling
savings/checking for entering the interest every month,
on some accounts I always get a pop-up to enter interest
and on some accounts I never get the popup.

What determines whether a payment or interest window
pops up during reconciliation or not?

I looked under help | "Reconciling an Account to a Statement" where

it

says: "You can change this behaviour in the GnuCash Preferences from
the menu Edit | Preferences in the Register tab by activating the
checkbox Automatic credit card payment."  but that's checked on
all the accounts.

Is that a per-account thing? Or a global setting for all accounts?

The

help implied that it's per-account but it looks like it's global
because it was set when I selected an account that's not doing
auto-popup, when to Edit | Preferences | Register and the "Automatic
credit card payment" seems to be always set.

Under Account tab | account | right-click | edit account there is a

box

"Auto interest transfer" that when I hover it sounds like what
I want, but it's never checked even on accounts that do have
the popup for the payment.

I'm confused.

TIA!


Good luck!

  —Jim DeLaHunt
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