Re: [GNC] GnuCash 5.9 breakage

2024-10-08 Thread John Ralls
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?
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Re: [GNC] To whoever explained the 4% safe withdrawal rule - thank you

2024-10-08 Thread Kalpesh Patel
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



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Re: [GNC] Finance::Quote failed to initialize

2024-10-08 Thread Kalpesh Patel
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

2024-10-08 Thread Kalpesh Patel
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?
> > ___
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--
_
Richard Losey
rlo...@gmail.com
Micah 6:8


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Re: [GNC] Newbie trouble deleting transaction

2024-10-08 Thread John Ralls
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 ...) . 

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[GNC] GnuCash 5.9 breakage

2024-10-08 Thread Tom Olin via gnucash-user
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?
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Re: [GNC] Specify account for realized gains/loss

2024-10-08 Thread Jon Schewe
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
> > 
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