Re: [GNC] GnuCash 5.9 breakage
https://lists.gnucash.org/pipermail/gnucash-user/2024-September/113464.html Regards, John Ralls > On Oct 8, 2024, at 17:42, Tom Olin via gnucash-user > wrote: > > I’ve been running GnuCash on macOS (currently Sonoma on Intel) for years. And > I’ve been getting security quotes from AlphaVantage, also for years. > > Since recently upgrading to 5.9, quotes are returning no data. I’ve confirmed > separately that my AlphaVantage key is still working. Here’s what I’m seeing > on the command line: > > $ /Applications/Gnucash.app/Contents/MacOS/gnucash-cli -Q dump alphavantage > MET > Application Path /Applications/Gnucash.app/Contents/MacOS/gnucash-cli > MET Finance::Quote returned no data and set no error. > > Other symbols also fail. > > I have rebuilt Finance::Quote. gnucash-cli appears to be okay: > > $ /Applications/Gnucash.app/Contents/MacOS/gnucash-cli --quotes info > Application Path /Applications/Gnucash.app/Contents/MacOS/gnucash-cli > Found Finance::Quote version 1.63. > Finance::Quote sources: > aex alphavantage amfiindiaasegrasx > aufunds australiabamosz bats bet bloomberg > borsa_italianabourso bse bseindia bvb > canada comdirectconsorsbank cse deka dutch > dwsfunds europe fetch_live_currencies financeapi > finanzpartner fondsweb fool france ftfunds > goldmoneygooglewebgreece hu hufund hungary > hustock iexcloud indiaindiamutual known_currencies > marketwatch morningstarau morningstarch > morningstarjp morningstaruk mstaruk nasdaq > nseindia nyse nzx onvista oslobors poland > romania seb_fundssinvestorsix stockdatastooq > tesouro_diretotiaacref tmx tradegatetradeville > treasurydirecttroweprice troweprice_direct tsp > tsx twelvedata ukfunds unionfunds usa xetra > yahoo_json yahoojsonyahooweb za > > I suspect I missed something simple. Any suggestions? > ___ > 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. ___ 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.
Re: [GNC] To whoever explained the 4% safe withdrawal rule - thank you
While I am not a financial professional, I would also think that the popular 4% withdrawal rule is not for everyone. Everyone should look at financial picture in totality as investments and social security (or pension) benefits are just a small piece of that pie as you need to consider your spouse, other income streams, health state and other factors. There are many moving parts to planning it in which a small error can cost dearly. -Original Message- From: Bruce Griffis Sent: Sunday, October 06, 2024 12:57 PM To: gnucash-user@gnucash.org Subject: [GNC] To whoever explained the 4% safe withdrawal rule - thank you So I also misunderstood the 4% rule. I figured I would calculate it as I can take out 4% of my investments in 2024, then in 2025 take out 4% based on what I had in my portfolio as of 1/1/2025. And I misunderstood it. I recalculated based on 4% of what was in investments on the day I retired, then checked inflation rate (2.5% on August 2024 - I would need to check again at the end of the year) - and compared it to 4% of what I have in my portfolio today - and there was over a 2K difference in calculations. I could have taken out too much. So, note to self. Each year check what was in investments on date of retirement. Check inflation rate. Recalculate safe withdrawal amount. Now I need to go back and read up on what to do in years three, four, five, ... - I only know what to do in years one (4%) and two (4% plus annual inflation rate). BruceG ___ 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.
Re: [GNC] Finance::Quote failed to initialize
Just as a side note in case it did not bubble up: for currencies the source cannot be changed from within GNC. There are documented workarounds by setting env vars. In most cases it is not necessary to deploy the workaround. -Original Message- From: Kalpesh Patel Sent: Monday, October 07, 2024 2:24 PM To: 'Boniforti Flavio' Cc: 'John Ralls' ; 'GnuCash users group' Subject: Re: [GNC] Finance::Quote failed to initialize That is correct for both types. Just be careful with how many you download in one shot from sites where you are not defraying their cost via their subscription if it is commercial provider. Mass download are controlled, therefore you want to be selective which currencies is enabled for exchange rate update. Else you will end up getting throttled out or timed out for download (different sources implement differently so your mileage will very) which could last rest of the day. Alphavantage for example allows 25 API request per day for free and for some single exchange rate retrieval require multiple API calls so you might get blocked after getting exchange rate few times in a day. Folks seem to have better luck with yahoo_jason source for stocks, bonds, and mutual funds… From: Boniforti Flavio Sent: Monday, October 07, 2024 1:29 PM To: Kalpesh Patel Cc: John Ralls ; GnuCash users group Subject: Re: [GNC] Finance::Quote failed to initialize Hi Patel. Thanks for your reply. I am not really using F::Q outside GNC, I was just testing its behaviour after having successfully installed it :-) So, within GNC are the currencies always updated? I see this: And then, if I'd like to add VT, am I right setting it up like this? Thanks, F. https://www.instagram.com/boniforti_music https://soundcloud.com/boniforti_music https://bonny-j.bandcamp.com Am Mo., 7. Okt. 2024 um 19:01 Uhr schrieb Kalpesh Patel mailto:kalpesh.pa...@usa.net> >: It really depends upon which source you will be using to get the pricing for your commodities. F::Q is collection of difference sources contributed by member which GNC relies to retrieve pricing information. Out of those some require API key and some don't. You specify the source to use in the security setup page (Tools --> Security Editor; "double click" any security; at the bottom of the displayed page) will display how your security is setup to retrieve "last" pricing. By default "Get Online Quotes" is not checked in that "Edit Security" box, meaning don't get them from online. For currency conversion, F::Q defaults to Alphavantage as the source which DOES require an API key. Not sure if F::Q dev have changed it to default to some other as Alphavantage has gotten to the point where it is not so useful for free as they limit number of requests and throttles them. For securities, if you use Yahoo for price, if it is available from them, then you don't need anything, and you can safely ignore the warning message for Alphavantage. For most, other than Alphavanatage you define a specific env variable for API key, if it is required, which gets read by F::Q when it is run to retrieve prices (Tools --> Price Database). For Alphavantage you can either define via an env variable or you can set it in GNC (Edit --> Preferences --> Online Quotes). Devs, correct me if this usage has changed in anyway. Since you are using F::Q outside of GNC (calling F::Q on command line is outside of GNC 😊), it is better to define an env variable for it. The perldoc for F::Q lists what variable name should be for a specific module, thus the source that you will select in the security editor window. You can defined this way for as many sources you want to use and they all will happily live with each other without complaining or stepping on each other. -Original Message- From: Boniforti Flavio mailto:bonifort...@gmail.com> > Sent: Monday, October 07, 2024 11:03 AM To: John Ralls mailto:jra...@ceridwen.us> > Cc: GnuCash users group mailto:gnucash-user@gnucash.org> > Subject: Re: [GNC] Finance::Quote failed to initialize Hi John. Now I was able to install Finance::Quote --> me@MacBook-Pro ~ % /Applications/Gnucash.app/Contents/MacOS/gnucash-cli -Q info Application Path /Applications/Gnucash.app/Contents/MacOS/gnucash-cli * 16:58:23 WARN [GncFQQuoteSource::set_api_key()] No Alpha Vantage API key set, currency quotes and other AlphaVantage based quotes won't work. Found Finance::Quote version 1.63. Finance::Quote sources: aex alphavantage amfiindiaasegrasx aufunds australiabamosz bats bet bloomberg borsa_italianabourso bse bseindia bvb canada comdirectconsorsbank cse deka dutch dwsfunds europe fetch_live_currencies financeapi finanzpartner fondsweb fool france ftfunds goldmoneygooglewebgreece hu
Re: [GNC] Newbie trouble deleting transaction
Also be careful in that if you have any future dated transaction in the register then "blank transaction" won't be the last transaction if sorted by date (View --> Sort By ...) . Best way to tell if it is "blank transaction" that you cannot delete is to close that register and then reopen it from the Accounts window. If the cursor ends up in it then it is "blank transaction" that you cannot delete it as that is by design. Another way is to go to that transaction in the register and then click on "Jump" button at the top and it should open up the contra account window. If clicking "Jump" doesn't do anything then that is the "blank transaction" that is NOT meant to be deleted but it is there to be filled in as a new transaction. If you delete the transaction from the latter window then it will get deleted from the former one as well. -Original Message- From: R Losey Sent: Monday, October 07, 2024 1:03 PM To: Geoff Jankowski Cc: Paul-A ; gnucash-user@gnucash.org Subject: Re: [GNC] Newbie trouble deleting transaction Just for clarification, but "last", it is meant "the only transaction in the register", not the "last" (latest one you entered); I often delete the latest transaction. On Mon, Oct 7, 2024 at 1:25 AM Geoff Jankowski via gnucash-user < gnucash-user@gnucash.org> wrote: > If it is the last entry in the register it cannot be deleted. > > If it has entries above and below it, you should be able to delete it > and if you cannot, there is an issue. > > Geoff > +33 6 22 93 00 53 > +44 7770 58 48 38 > > > On 7 Oct 2024, at 08:05, Paul-A via gnucash-user < > gnucash-user@gnucash.org> wrote: > > > > I've just started using gnucash, and have imported a few years > > worth of data successfully from a bank account. Afterwards I > > manually entered two more transactions, where one is mistaken. > > > > I'd like to remove the mistake, but am unable to do so with either > > the Delete button or "Delete transaction" menu choice. Shouldn't I > > at least get some error if something is failing? > > > > The transaction I'm removiing is blank except for a date. > > > > Am I missing something obvious or could something be wrong with my > > 4.13 setup on Debian bookworm? > > ___ > > 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. > ___ > 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. > -- _ Richard Losey rlo...@gmail.com Micah 6:8 ___ 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.
Re: [GNC] Newbie trouble deleting transaction
That’s a preference on the Register tab, “placement of future transactions”. If it’s checked you get the behavior you describe, if not checked the blank transaction is always at the bottom (or top if you have the sort reversed). Regards, John Ralls > On Oct 8, 2024, at 07:20, Kalpesh Patel wrote: > > Also be careful in that if you have any future dated transaction in the > register then "blank transaction" won't be the last transaction if sorted by > date (View --> Sort By ...) . ___ 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.
[GNC] GnuCash 5.9 breakage
I’ve been running GnuCash on macOS (currently Sonoma on Intel) for years. And I’ve been getting security quotes from AlphaVantage, also for years. Since recently upgrading to 5.9, quotes are returning no data. I’ve confirmed separately that my AlphaVantage key is still working. Here’s what I’m seeing on the command line: $ /Applications/Gnucash.app/Contents/MacOS/gnucash-cli -Q dump alphavantage MET Application Path /Applications/Gnucash.app/Contents/MacOS/gnucash-cli MET Finance::Quote returned no data and set no error. Other symbols also fail. I have rebuilt Finance::Quote. gnucash-cli appears to be okay: $ /Applications/Gnucash.app/Contents/MacOS/gnucash-cli --quotes info Application Path /Applications/Gnucash.app/Contents/MacOS/gnucash-cli Found Finance::Quote version 1.63. Finance::Quote sources: aex alphavantage amfiindiaasegrasx aufunds australiabamosz bats bet bloomberg borsa_italianabourso bse bseindia bvb canada comdirectconsorsbank cse deka dutch dwsfunds europe fetch_live_currencies financeapi finanzpartner fondsweb fool france ftfunds goldmoneygooglewebgreece hu hufund hungary hustock iexcloud indiaindiamutual known_currencies marketwatch morningstarau morningstarch morningstarjp morningstaruk mstaruk nasdaq nseindia nyse nzx onvista oslobors poland romania seb_fundssinvestorsix stockdatastooq tesouro_diretotiaacref tmx tradegatetradeville treasurydirecttroweprice troweprice_direct tsp tsx twelvedata ukfunds unionfunds usa xetra yahoo_json yahoojsonyahooweb za I suspect I missed something simple. Any suggestions? ___ 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.
Re: [GNC] Specify account for realized gains/loss
No, I'm just trying to have GnuCash compute my gains/losses. On Tue, 2024-10-08 at 11:18 +0800, Christopher Lam wrote: > Are you using the Stock Transaction assistant? > > On Tue, 8 Oct 2024, 11:05 am Jon Schewe, wrote: > > Looking at the bottom > > of > > https://www.gnucash.org/docs/v5/C/gnucash-guide/invest-sell1.html#invest-sellChgCapGainsAcctExample > > it seems to me that one needs to manually edit all transactions > > created by GnuCash for Capital Gains/Loss to assign another > > account. Is > > there a way to tell GnuCash what account to use instead of the > > Orphan > > account? > > > > Jon > > > > ___ > > 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. ___ 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.