Re: [GNC] Scheduled transactions cannot be processed if first in list has not had variable completed.

[Michael or Penny Novack via gnucash-user]

On 12/28/2024 3:10 AM, sunfish62--- via gnucash-user wrote:

I'll simply chime in to confirm David's reply and Richard's observation. The "all or 
nothing" approach here is counterintuitive and unhelpful. I've generally avoided 
using variable based scheduled transactions for this reason. It's another of GnuCash's 
features (like lots) that I've decided is better in concept than in execution.

To be fair to the development team, we should only expect the built in 
scheduler of an application like this to handle simple, straightforward 
schedules.


Back in my working days, one of the PROGRAMS* I maintained was the "next 
event" calculator << what are the next scheduled dates for each event 
that has a schedule (in the life of this insurance policy) and which of 
these is next (soonest -- set policy to schedule that >> LOL, yes we had 
tools to help with Y2K, but in this programs of ~10,000 lines about 1500 
of the involved date computations so a tool that was ~98% correct in Y2K 
conversion would have meant about 30 bugs! So I did the Y2K changes for 
this program entirely by hand.


The point is, an event scheduled for the 20th of each month is 
straightforward/easy. But an event scheduled for third Thursday of the 
month provided that is after the !6th of the month, otherwise fourth 
Thursday less so, and one for last day of the month, except if that 
falls on a weekend/holiday, the last business day before even more 
complicated (think February and Leap Years.


Michael D Novack

* called routine -- after each activity on a policy processed, call this 
to find next event; if tonight, do that activity, otherwise schedule to 
bring the policy back on that date.



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Re: [GNC] Scheduled transactions cannot be processed if first in list has not had variable completed.

[R Losey]

On Sat, Dec 28, 2024 at 10:25 AM Michael or Penny Novack via gnucash-user <
gnucash-user@gnucash.org> wrote:

> The point is, an event scheduled for the 20th of each month is
> straightforward/easy. But an event scheduled for third Thursday of the
> month provided that is after the !6th of the month, otherwise fourth
> Thursday less so, and one for last day of the month, except if that
> falls on a weekend/holiday, the last business day before even more
> complicated (think February and Leap Years.
>

I am also a software engineer... we also had complex meeting schedules: we
had a set of three meetings each month that were held on the first Thu of
the month, and then the following Wed, and then the following Tue.  This
turned out to be incredibly hard to schedule, but I worked out a way (that
I've never seen implemented or discussed) that would give a great deal of
flexibility.

Let's take your case above: you want to schedule an event on the third Thu
of each month, but if the third Thu is the 15th or 16th, you want the
fourth Thu.

My idea was to combine a day of the week with a date range, and that gives
enormous flexibility: In your cited case, you want the meeting scheduled
monthly on a Thursday that falls on the 17th through the 23rd.

In my example, the first meeting falls on the first Thursday of the month;
the next one occurs monthly on a Wed that falls on the 7th -13th; the third
meeting occurs monthly on a Tue that falls between 13th-19th.

I came up with this idea around 2015; I've never seen it proposed by anyone
else (though it may have been), so I claim this as my idea.


-- 
_
Richard Losey
rlo...@gmail.com
Micah 6:8
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Re: [GNC] Scheduled transactions cannot be processed if first in list has not had variable completed.

[Stan Brown (using GC 4.14)]

On 2024-12-28 08:24, Michael or Penny Novack via gnucash-user wrote:
> On 12/28/2024 3:10 AM, sunfish62--- via gnucash-user wrote:
>> I'll simply chime in to confirm David's reply and Richard's
>> observation. The "all or nothing" approach here is counterintuitive
>> and unhelpful. I've generally avoided using variable based scheduled
>> transactions for this reason. It's another of GnuCash's features (like
>> lots) that I've decided is better in concept than in execution.
>>
> To be fair to the development team, we should only expect the built in
> scheduler of an application like this to handle simple, straightforward
> schedules.
> 
> The point is, an event scheduled for the 20th of each month is
> straightforward/easy. But an event scheduled for third Thursday of the
> month provided that is after the !6th of the month, otherwise fourth
> Thursday less so, 

The "create in advance" option can help with some of the more
complicated scenarios.

For instance, my Social Security benefits appear in my bank account on
the Monday before the fourth Wednesday of the month. I schedule the
transaction for the fourth Wednesday; GC can do that directly in the "on
the" selection on the Frequency, though you have to scroll down the
list.  Then on the Overview tab I tick "Create in advance" and select 2
days. When the transaction fires, I simply click into the date field,
tap the + key twice, and tap Enter.

It's true that GC's Scheduled Transactions editor can't embrace every
possible scenario, but it can definitely do more than might be obvious
at first glance.

Stan Brown
Tehachapi, CA, USA
https://BrownMath.com/
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Re: [GNC] Why did "Assign as payment…" remove splits and notes from my payment transaction?

[Jediator]

You should create your three-split transactions in your invoice, instead 
of doing this in the account register.  When you assign payment to the 
invoice, the existing transaction will be overwritten with an entry in 
the account payable, and the split will apply automatically in the AP.  
Hope this helps..


Cheers! --ND


On 12/27/24 10:09 PM, Jim DeLaHunt wrote:

Hi, folks:

I have used little bits of the business features of GnuCash for a long 
time, but I don't know them well. I just tried to assign a Paypal 
transaction as a payment, and it looks like GnuCash changed the 
transaction in ways I don't understand.


I had an invoice for a customer. The invoice was posted, so my 
accounts receivable account had an entry for that invoice.


The customer paid me using Paypal. Paypal deducted a service fee. I 
entered a three-split transaction in GnuCash:


Debit $X    Asset:Paypal account, where $X is the gross amount of the 
invoice
Credit    $Y  Expense:Fees account, where $Y is the service fee Paypal 
charged
Credit   $(X-Y) Asset:Accounts Payable, where $X-Y is the net amount 
received


I selected this transaction, brought up the context menu, and selected 
"Assign as payment…". A dialogue appeared. It had the amount $(X-Y) 
filled in, so I changed it to $X. It had the date of the Paypal 
transaction.  The invoice was in the Documents list in the centre of 
the dialogue, so I selected that. I pressed the [OK] button.


Now, the transaction was changed. It had only two splits:

Debit $X    Asset:Paypal account, where $X is the gross amount of the 
invoice

Credit   $X Asset:Accounts Payable

My split with $Y for the service fee was nowhere to be found. Also, 
the Description for the transaction, and the Notes on each split, were 
changed to just have the customer name.


Q1. Is this the expected behaviour?

Q2. What does the "Assign as payment" of a payment transaction to an 
invoice actually do?  The GnuCash manual, section 7.6. "Process 
Invoice Payment", says what steps to take to perform an assignment, 
but it does not explain what GnuCash does in the course of the 
assignment.  It does not lead me to believe that it will rewrite a 
transaction, and discard splits.


Q3. What is the correct way to enter a transaction which pays an 
invoice and incurs service fees? Should I always create the 
transaction with "Process Payment…" from the business features if it 
will eventually be part of an invoice payment?  Is there a way to make 
an existing transaction an invoice payment without losing what I put 
into the transaction?


Q4. If I have an invoice marked PAID, how do I see which transactions 
are assigned as the payments for that transaction?


I am using GnuCash 5.8 on macOS Sonoma 14.7.2. The transaction and 
invoice in question were entered years ago, but I never bothered to 
assign the payment to the invoice until now.


Colour me confused.

  —Jim DeLaHunt




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Re: [GNC] Preferred transaction import format?

[Simon Roberts]

Excellent news, thank you Dave, Ed, Steve (and anyone else who picks
this up before the "eventually consistent" point.

Cheers,
Simon


On Sat, Dec 28, 2024 at 3:06 PM David Reiser  wrote:

> OFX and QFX are identical for the data used by GnuCash. There is some
> additional marketing data in QFX that Quicken inserts in the QFX headers,
> but Gnucash ignores that


[...]


> --
> Dave Reiser
> dbrei...@icloud.com
>
> On Dec 28, 2024, at 16:47, Simon Roberts 
> wrote:
>
> Hi all, is there any wisdom regarding which transaction import formats are
> preferred given a choice of CSV, QXF, and QIF. I am adding a new credit
> card company and these are the options. I've used OFX and CSV in the past
> (so I know how to configure a CSV import). And it seems, from the import
> menu, that QXF and OFX might be similar / identical?
>
> But if you had this choice, which route would you be inclined to take?
>
> TIA,
> Simon
>
>
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Re: [GNC] GnuCash Won't Start Widnows

[David Carlson]

I am thrilled to see that you have finally been able to make GnuCash work
again!

I hope you are able to address the issue with your Windows machine that
caused GnuCash to fail in that instance.  I think that one clue might be to
look at what you needed to do to make VirtualBox run, since it should have
run on a windows host without any significant changes unless there had been
other conflicting changes made to the host.

On Sat, Dec 28, 2024 at 2:26 PM Jonathan A. Cohen <
jco...@urgrad.rochester.edu> wrote:

> I was unable to get WSL working on my machine, as I use VirtualBox and have
> to disable some Windows components for that to work.  So, I created a new
> Ubuntu VM and installed GnuCash.  My data file opened without issue and has
> worked for almost a week,  No idea what I can do about my Windows
> installation.  Is there a way to completely remove GnuCash so I get
> pristine install?
>
> 
> Jonathan A. Cohen
> jco...@urgrad.rochester.edu
>
>
>
> On Sun, Dec 22, 2024 at 10:45 PM John Ralls  wrote:
>
> > If you’re not able to open old files and old versions of GnuCash that
> > worked before now don’t something outside of GnuCash is messed up. Let’s
> > try a different tack entirely: Try installing GnuCash in a WSL instance
> and
> > see if that will read your file.
> >
> > Regards,
> > John Ralls
> >
> > On Dec 22, 2024, at 15:48, Jonathan A. Cohen <
> jco...@urgrad.rochester.edu>
> > wrote:
> >
> > John,
> >
> > I use WinMerge all the time.  Excellent program.
> >
> > I have tried a handful of backup files from before the start of the
> > problem.  None are working.  Wonder if this is an application issue?  I
> > have tried uninstalling and reinstalling 5.8, 5.9, and 5.10 without
> success.
> >
> > Any other ideas before I decide to send you my file?
> >
> > Thanks,
> > Jonathan
> > 
> > Jonathan A. Cohen
> > 26 Patriots Drive
> > Canton, MA 02021
> > 781-929-8204
> > jco...@urgrad.rochester.edu
> >
> > http://www.linkedin.com/in/jonathanaaroncohen
> >
> >
> >
> > On Sun, Dec 22, 2024 at 5:55 PM John Ralls  wrote:
> >
> >> If Notepad++ is able to indent XML you could look for a  tag at
> >> the wrong indentation level. It should be in one level and the top-level
> >> element will be 
> >>
> >> Once you find a backup file that loads you could uncompress that and
> diff
> >> between the good file and bad file. A brief web search found winmerge (
> >> https://winmerge.org/?lang=en) to be frequently recommended as a
> Windows
> >> replacement for diff.
> >>
> >> Regards,
> >> John Ralls
> >>
> >> On Dec 22, 2024, at 12:11, Jonathan A. Cohen <
> jco...@urgrad.rochester.edu>
> >> wrote:
> >>
> >> I tried Notepad++ XML Tools.  Check errors found nothing.  The
> validation
> >> cannot seem to understand the schema.
> >>
> >> John, is there anything else I can try myself before I decide whether to
> >> send it to you?
> >>
> >> Thank you,
> >> Jonathan
> >> 
> >> Jonathan A. Cohen
> >> jco...@urgrad.rochester.edu
> >>
> >>
> >>
> >> On Sun, Dec 22, 2024 at 12:54 PM Steve Butler <
> >> stephen.m.butle...@gmail.com> wrote:
> >>
> >>> No, I'm not knowledgeable about XML other than a sudden end to the file
> >>> would jump out.  And that the file is human readable when uncompressed.
> >>>
> >>> I suspect that there are tools to edit the beast.
> >>>
> >>> On Sun, Dec 22, 2024, 09:42 Jonathan A. Cohen <
> >>> jco...@urgrad.rochester.edu> wrote:
> >>>
>  Any idea what I should look for in the XML?  I have some technical
>  expertise, so could write some python to examine, if there is anything
>  systematic.
> 
> 
>  
>  Jonathan A. Cohen
>  26 Patriots Drive
>  <
> https://www.google.com/maps/search/26+Patriots+Drive+Canton,+MA+02021?entry=gmail&source=g
> >
>  Canton, MA 02021
>  <
> https://www.google.com/maps/search/26+Patriots+Drive+Canton,+MA+02021?entry=gmail&source=g
> >
>  781-929-8204
>  jco...@urgrad.rochester.edu
> 
>  http://www.linkedin.com/in/jonathanaaroncohen
> 
> 
> 
>  On Sun, Dec 22, 2024 at 11:56 AM Steve Butler <
>  stephen.m.butle...@gmail.com> wrote:
> 
> > But it did uncompress!   That eliminates that step.  You can now look
> > at the resulting XML file to see anything obvious.
> >
> > Or, as John says, start stepping back through the backups to see
> where
> > it works.
> >
> > On Sun, Dec 22, 2024, 08:34 Jonathan A. Cohen <
> > jco...@urgrad.rochester.edu> wrote:
> >
> >> Thanks, Steve.  Uncompressing did not solve the problem.
> >>
> >> I did try jing per https://wiki.gnucash.org/wiki/GnuCash_XML_format
> >> But I do not understand the results.  Both of these were run on the
> >> uncompressed version:
> >>
> >> C:\Program Files\Java\jdk-23\jing-trang\build>java -jar jing.jar -c
> >>
> https://github.com/Gnucash/gnucash/blob/stable/libgnucash/b

Re: [GNC] Increase font size in accounts display?

[Ken Pyzik]

The wiki below explains how to make these adjustments, the proper file name, 
and the proper file location for each operating system.

https://wiki.gnucash.org/wiki/FAQ#Customizing_the_Appearance

Ken




From: gnucash-user  on 
behalf of David Robinson 
Sent: Friday, December 27, 2024 6:47 AM
To: gnucash-user@gnucash.org 
Subject: [GNC] Increase font size in accounts display?

How do I do this?
Thanks
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[GNC] Preferred transaction import format?

[Simon Roberts]

Hi all, is there any wisdom regarding which transaction import formats are
preferred given a choice of CSV, QXF, and QIF. I am adding a new credit
card company and these are the options. I've used OFX and CSV in the past
(so I know how to configure a CSV import). And it seems, from the import
menu, that QXF and OFX might be similar / identical?

But if you had this choice, which route would you be inclined to take?

TIA,
Simon

-- 
Simon Roberts
303 249 3613
https://www.youtube.com/@DancingCloudServices
https://www.linkedin.com/in/simonhgroberts/
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[GNC] Increase font size in accounts display?

[David Robinson]

How do I do this?
Thanks
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Re: [GNC] GnuCash Won't Start Widnows

[Jonathan A. Cohen]

I was unable to get WSL working on my machine, as I use VirtualBox and have
to disable some Windows components for that to work.  So, I created a new
Ubuntu VM and installed GnuCash.  My data file opened without issue and has
worked for almost a week,  No idea what I can do about my Windows
installation.  Is there a way to completely remove GnuCash so I get
pristine install?


Jonathan A. Cohen
jco...@urgrad.rochester.edu



On Sun, Dec 22, 2024 at 10:45 PM John Ralls  wrote:

> If you’re not able to open old files and old versions of GnuCash that
> worked before now don’t something outside of GnuCash is messed up. Let’s
> try a different tack entirely: Try installing GnuCash in a WSL instance and
> see if that will read your file.
>
> Regards,
> John Ralls
>
> On Dec 22, 2024, at 15:48, Jonathan A. Cohen 
> wrote:
>
> John,
>
> I use WinMerge all the time.  Excellent program.
>
> I have tried a handful of backup files from before the start of the
> problem.  None are working.  Wonder if this is an application issue?  I
> have tried uninstalling and reinstalling 5.8, 5.9, and 5.10 without success.
>
> Any other ideas before I decide to send you my file?
>
> Thanks,
> Jonathan
> 
> Jonathan A. Cohen
> 26 Patriots Drive
> Canton, MA 02021
> 781-929-8204
> jco...@urgrad.rochester.edu
>
> http://www.linkedin.com/in/jonathanaaroncohen
>
>
>
> On Sun, Dec 22, 2024 at 5:55 PM John Ralls  wrote:
>
>> If Notepad++ is able to indent XML you could look for a  tag at
>> the wrong indentation level. It should be in one level and the top-level
>> element will be 
>>
>> Once you find a backup file that loads you could uncompress that and diff
>> between the good file and bad file. A brief web search found winmerge (
>> https://winmerge.org/?lang=en) to be frequently recommended as a Windows
>> replacement for diff.
>>
>> Regards,
>> John Ralls
>>
>> On Dec 22, 2024, at 12:11, Jonathan A. Cohen 
>> wrote:
>>
>> I tried Notepad++ XML Tools.  Check errors found nothing.  The validation
>> cannot seem to understand the schema.
>>
>> John, is there anything else I can try myself before I decide whether to
>> send it to you?
>>
>> Thank you,
>> Jonathan
>> 
>> Jonathan A. Cohen
>> jco...@urgrad.rochester.edu
>>
>>
>>
>> On Sun, Dec 22, 2024 at 12:54 PM Steve Butler <
>> stephen.m.butle...@gmail.com> wrote:
>>
>>> No, I'm not knowledgeable about XML other than a sudden end to the file
>>> would jump out.  And that the file is human readable when uncompressed.
>>>
>>> I suspect that there are tools to edit the beast.
>>>
>>> On Sun, Dec 22, 2024, 09:42 Jonathan A. Cohen <
>>> jco...@urgrad.rochester.edu> wrote:
>>>
 Any idea what I should look for in the XML?  I have some technical
 expertise, so could write some python to examine, if there is anything
 systematic.


 
 Jonathan A. Cohen
 26 Patriots Drive
 
 Canton, MA 02021
 
 781-929-8204
 jco...@urgrad.rochester.edu

 http://www.linkedin.com/in/jonathanaaroncohen



 On Sun, Dec 22, 2024 at 11:56 AM Steve Butler <
 stephen.m.butle...@gmail.com> wrote:

> But it did uncompress!   That eliminates that step.  You can now look
> at the resulting XML file to see anything obvious.
>
> Or, as John says, start stepping back through the backups to see where
> it works.
>
> On Sun, Dec 22, 2024, 08:34 Jonathan A. Cohen <
> jco...@urgrad.rochester.edu> wrote:
>
>> Thanks, Steve.  Uncompressing did not solve the problem.
>>
>> I did try jing per https://wiki.gnucash.org/wiki/GnuCash_XML_format
>> But I do not understand the results.  Both of these were run on the
>> uncompressed version:
>>
>> C:\Program Files\Java\jdk-23\jing-trang\build>java -jar jing.jar -c
>> https://github.com/Gnucash/gnucash/blob/stable/libgnucash/backend/xml/DTD/gnucash-v2.rncC:\Users\Jonathan\Documents\Money2\GNUCash\Cohen
>> Accounts.gnucash
>>
>> https://github.com/Gnucash/gnucash/blob/stable/libgnucash/backend/xml/DTD/gnucash-v2.rnc:7:1:
>> error: syntax error
>>
>> C:\Program Files\Java\jdk-23\jing-trang\build>java -jar jing.jar
>> https://github.com/Gnucash/gnucash/blob/stable/libgnucash/backend/xml/DTD/gnucash-v2.rncC:\Users\Jonathan\Documents\Money2\GNUCash\Cohen
>> Accounts.gnucash
>>
>> https://github.com/Gnucash/gnucash/blob/stable/libgnucash/backend/xml/DTD/gnucash-v2.rnc:14:4:
>> fatal: root element of schema must have a namespace
>>
>> Any advice?
>>
>> 
>> Jonathan A. Cohen
>> 26 Patriots Drive
>> 

Re: [GNC] Preferred transaction import format?

[Ed Greenberg]

Definitely OFX/QFX. It comes in exactly correct every time. CSV always
requires that you mess with it. I have only one data source that requires
CSV and it's a big pain in the neck.

On Sat, Dec 28, 2024, 16:48 Simon Roberts 
wrote:

> Hi all, is there any wisdom regarding which transaction import formats are
> preferred given a choice of CSV, QXF, and QIF. I am adding a new credit
> card company and these are the options. I've used OFX and CSV in the past
> (so I know how to configure a CSV import). And it seems, from the import
> menu, that QXF and OFX might be similar / identical?
>
> But if you had this choice, which route would you be inclined to take?
>
> TIA,
> Simon
>
> --
> Simon Roberts
> 303 249 3613
> https://www.youtube.com/@DancingCloudServices
> https://www.linkedin.com/in/simonhgroberts/
> ___
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Re: [GNC] Scheduled transactions cannot be processed if first in list has not had variable completed.

[sunfish62--- via gnucash-user]

This discussion misses the point of the thread: that a single SX that cannot be 
filled in stops all other transactions from triggering. If you are concerned 
with how to actually schedule the transactions, start a different thread. 

⁣David T. ​

On Dec 28, 2024, 8:18 PM, at 8:18 PM, R Losey  wrote:
>On Sat, Dec 28, 2024 at 10:25 AM Michael or Penny Novack via
>gnucash-user <
>gnucash-user@gnucash.org> wrote:
>
>> The point is, an event scheduled for the 20th of each month is
>> straightforward/easy. But an event scheduled for third Thursday of
>the
>> month provided that is after the !6th of the month, otherwise fourth
>> Thursday less so, and one for last day of the month, except if that
>> falls on a weekend/holiday, the last business day before even more
>> complicated (think February and Leap Years.
>>
>
>I am also a software engineer... we also had complex meeting schedules:
>we
>had a set of three meetings each month that were held on the first Thu
>of
>the month, and then the following Wed, and then the following Tue. 
>This
>turned out to be incredibly hard to schedule, but I worked out a way
>(that
>I've never seen implemented or discussed) that would give a great deal
>of
>flexibility.
>
>Let's take your case above: you want to schedule an event on the third
>Thu
>of each month, but if the third Thu is the 15th or 16th, you want the
>fourth Thu.
>
>My idea was to combine a day of the week with a date range, and that
>gives
>enormous flexibility: In your cited case, you want the meeting
>scheduled
>monthly on a Thursday that falls on the 17th through the 23rd.
>
>In my example, the first meeting falls on the first Thursday of the
>month;
>the next one occurs monthly on a Wed that falls on the 7th -13th; the
>third
>meeting occurs monthly on a Tue that falls between 13th-19th.
>
>I came up with this idea around 2015; I've never seen it proposed by
>anyone
>else (though it may have been), so I claim this as my idea.
>
>
>-- 
>_
>Richard Losey
>rlo...@gmail.com
>Micah 6:8
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Re: [GNC] Linux and Windows using same data? (Ze'ev Ionis)

[Mike Brady]

Absolutely. All you need is to have the data files on a disk that's 
accessible to both. For Linux, you will need to get access to your 
Onedrive if that's your preference: I use abraunegg's Onedrive client 
which works well. Note the problem with certain versions of the curl 
library that may require some work to manage since many Linux 
distributions don't provide the current libraries. If you dual-boot 
Linux and Windows on the same computer, some Linux distributions can 
read/write NTFS volumes on the same machine, so again you can have 
access to the same files from both places.


Note that it's a file access issue, not a GnuCash issue, as long as 
you're running similar versions of GNC in both operating systems (Linux 
distributions are often a point version or 2 behind Windows, but that's 
usually close enough).


abraunegg's Onedrive client info is at: https://abraunegg.github.io/

Mike Brady


Date: Fri, 27 Dec 2024 16:55:24 +
From: Ze'ev Ionis 
To: "gnucash-user@gnucash.org" 
Subject: [GNC] Linux and Windows using same data?
Message-ID:



Content-Type: text/plain; charset="us-ascii"

I have both windows and Linux computers. I would like to use gnucash on both 
computers to access the same data file. Of course, this would not be 
simultaneous access. Is this possible? My data is on OneDrive.

Get Outlook for Android


--

Subject: Digest Footer

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End of gnucash-user Digest, Vol 261, Issue 47
*

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Re: [GNC] Increase font size in accounts display?

[David Reiser via gnucash-user]

https://wiki.gnucash.org/wiki/GTK3#Typefaces
--
Dave Reiser
dbrei...@icloud.com



> On Dec 27, 2024, at 09:47, David Robinson  wrote:
> 
> How do I do this?
> Thanks

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Re: [GNC] Scheduled transactions cannot be processed if first in list has not had variable completed.

[David Carlson]

In my previous comment I forgot to mention a second feature that will
temporarily work around the need to have a value at hand for a variable is
to change the status of the transaction to "Postponed".  The "Postponed"
status is actually persistent so you don't need to set it back to "To
Create" until you have the value that you need.  The biggest problem I see
there is that you need to remember to run the SLR again to complete the
schedule.

On Sat, Dec 28, 2024 at 11:21 AM Stan Brown (using GC 4.14) <
stan...@fastmail.fm> wrote:

> On 2024-12-28 08:24, Michael or Penny Novack via gnucash-user wrote:
> > On 12/28/2024 3:10 AM, sunfish62--- via gnucash-user wrote:
> >> I'll simply chime in to confirm David's reply and Richard's
> >> observation. The "all or nothing" approach here is counterintuitive
> >> and unhelpful. I've generally avoided using variable based scheduled
> >> transactions for this reason. It's another of GnuCash's features (like
> >> lots) that I've decided is better in concept than in execution.
> >>
> > To be fair to the development team, we should only expect the built in
> > scheduler of an application like this to handle simple, straightforward
> > schedules.
> >
> > The point is, an event scheduled for the 20th of each month is
> > straightforward/easy. But an event scheduled for third Thursday of the
> > month provided that is after the !6th of the month, otherwise fourth
> > Thursday less so,
>
> The "create in advance" option can help with some of the more
> complicated scenarios.
>
> For instance, my Social Security benefits appear in my bank account on
> the Monday before the fourth Wednesday of the month. I schedule the
> transaction for the fourth Wednesday; GC can do that directly in the "on
> the" selection on the Frequency, though you have to scroll down the
> list.  Then on the Overview tab I tick "Create in advance" and select 2
> days. When the transaction fires, I simply click into the date field,
> tap the + key twice, and tap Enter.
>
> It's true that GC's Scheduled Transactions editor can't embrace every
> possible scenario, but it can definitely do more than might be obvious
> at first glance.
>
> Stan Brown
> Tehachapi, CA, USA
> https://BrownMath.com/
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-- 
David Carlson
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Re: [GNC] Preferred transaction import format?

[David Reiser via gnucash-user]

OFX and QFX are identical for the data used by GnuCash. There is some 
additional marketing data in QFX that Quicken inserts in the QFX headers, but 
Gnucash ignores that.

The biggest win for OFX is that the unique FITID number in each transaction 
makes it extremely easy for the importer to automaticallly avoid duplicate 
transactions in sequential downloads from showing up in your data file. 
Unfortunately, some banks botch the FITID generation, which creates problems. 
Citibank uses date+4 digit sequence number to generate FITID numbers. And they 
appear to be regenerating the QFX file every time you request data. So I’ve had 
old transactions proposed as new entries because on sequential days, Citi 
changed the FITID on one or two transactions. 

Gnucash’s QIF importer does a reasonable job of trying to identify duplicates 
as already entered, but it requires manual intervention for each transaction. 
The QIF format has some gray areas that different banks interpret differently. 
The oddities can cause problems.

The CSV importer works way better than it used to. I haven’t figured out all 
the details. I’m getting experience because more and more financial 
institutions are bailing on QFX entirely.

--
Dave Reiser
dbrei...@icloud.com





> On Dec 28, 2024, at 16:47, Simon Roberts  
> wrote:
> 
> Hi all, is there any wisdom regarding which transaction import formats are
> preferred given a choice of CSV, QXF, and QIF. I am adding a new credit
> card company and these are the options. I've used OFX and CSV in the past
> (so I know how to configure a CSV import). And it seems, from the import
> menu, that QXF and OFX might be similar / identical?
> 
> But if you had this choice, which route would you be inclined to take?
> 
> TIA,
> Simon
> 
> -- 
> Simon Roberts
> 303 249 3613
> https://www.youtube.com/@DancingCloudServices
> https://www.linkedin.com/in/simonhgroberts/

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Re: [GNC] Linux and Windows using same data? (Ze'ev Ionis)

[Chris Green]

On Fri, Dec 27, 2024 at 09:50:06AM -0800, Mike Brady wrote:
> 
> Absolutely. All you need is to have the data files on a disk that's 
> accessible to both. For Linux, you will need to get access to your 
> Onedrive if that's your preference: I use abraunegg's Onedrive client 
> which works well. Note the problem with certain versions of the curl 
> library that may require some work to manage since many Linux 
> distributions don't provide the current libraries. If you dual-boot 
> Linux and Windows on the same computer, some Linux distributions can 
> read/write NTFS volumes on the same machine, so again you can have 
> access to the same files from both places.
> 
An alternative which avoids depending on any sort of external services
is to use syncthing.  This can synchronise files directly from a Linux
system to a Windows system.  I use it to synchronise GnuCash between
my laptop and my home desktop machine and it works very well.

It's totally transparent in the sense that I don't have to do anything
for the files to be synchronised. If I make some changes on the laptop
they will be there on the desktop too within a few seconds.

The only thing you mustn't do, of course, is to run GnuCash on both
systems at the same time.

-- 
Chris Green
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Re: [GNC] Preferred transaction import format?

[Steve Butler]

QFX would be my preference.

On Sat, Dec 28, 2024, 13:49 Simon Roberts 
wrote:

> Hi all, is there any wisdom regarding which transaction import formats are
> preferred given a choice of CSV, QXF, and QIF. I am adding a new credit
> card company and these are the options. I've used OFX and CSV in the past
> (so I know how to configure a CSV import). And it seems, from the import
> menu, that QXF and OFX might be similar / identical?
>
> But if you had this choice, which route would you be inclined to take?
>
> TIA,
> Simon
>
> --
> Simon Roberts
> 303 249 3613
> https://www.youtube.com/@DancingCloudServices
> https://www.linkedin.com/in/simonhgroberts/
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Re: [GNC] Scheduled transactions cannot be processed if first in list has not had variable completed.

[sunfish62--- via gnucash-user]

I'll simply chime in to confirm David's reply and Richard's observation. The 
"all or nothing" approach here is counterintuitive and unhelpful. I've 
generally avoided using variable based scheduled transactions for this reason. 
It's another of GnuCash's features (like lots) that I've decided is better in 
concept than in execution. 

⁣David T. ​

On Dec 28, 2024, 10:22 AM, at 10:22 AM, David Carlson 
 wrote:
>The Since Last Run assistant requires that every variable appearing in
>it's
>list of transactions that are ready to be processed must have a value
>assigned in the first step before it will proceed to the step where the
>transactions are entered. One way to avoid entering values before you
>are
>ready is to set a transaction to "Remind in Advance", then the SLR will
>skip the transaction until you change it's status to "To Create" in the
>first step, where it will then ask for the value. There have been a few
>enhancement requests to make the process more flexible,  but so far the
>only significant enhancement to be implemented was recently in the
>release
>5.x series where the SLR now only shows transactions which it will
>enter or
>which the time for "Remind in Advance" has arrived, hiding transactions
>that will not be entered.
>
>On Fri, Dec 27, 2024 at 10:19 PM Richard Gaede via gnucash-user <
>gnucash-user@gnucash.org> wrote:
>
>> Hi,
>>
>> First thanks to the dedicated team responsible for this invaluable
>> resource.
>>
>> I have a number of scheduled transactions which need a variable for
>> completion. Sometimes I have the values for some, but not ones coming
>up
>> earlier in the list. When this occurs GNU Cash does not process any
>of
>> them. Is there a way to complete the later ones if variable data is
>not
>> available for earlier ones. (As a workaround I have entered $0 as the
>> value, which works. However that requires me to remember to go to the
>> register and fill in the $0 transaction later.)
>>
>> Have I missed something in configuration/setup? If not is a change to
>> make the process accept transactions with a completed value and
>ignore
>> the rest a worthwhile prospect?
>>
>> Your further advice appreciated.
>>
>> Kind regards,
>>
>> --
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>
>
>-- 
>David Carlson
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