Re: [GNC] Detailed Search

I’m Treasurer of a Rotary Club, which keeps its books on a cash basis - so can’t use the business features necessary for invoicing. (For this reason, I have to ask members NOT to pay by electronic means before the 1st July - early payments by cash and cheque can hit the books on or after the 1st

Re: [GNC] Detailed Search

As Murugan said, raising invoices is one way to keep track. There is another tedious way, if you don’t want to use business features for invoices. Create an income account for each member, then you can run Income Statement - Multicolumn from the reports menu to get a snapshot of each member’s

Re: [GNC] Project and Design Documentation

I haven't seen that page mentioned in the lists; do you mean that there have been discussions on the list related to GnuCash design generally? If the latter, then I'd point out that a wiki page covering this active project's design and development that has seen edits only once every three year

Re: [GNC] Detailed Search

I use the approach that Tommy describes for my charitable donations and it works pretty well for comparing a moderate number of entries. I created two reports that are identical except for the date range (one for current year, the other for previous) and put them side by side on a multi column r

Re: [GNC] Adjusting Column Widths

A couple points about editing this file: First, it should go without saying that you should edit the file when GnuCash is not/not running. Second, while the gcm file manages a major portion of the UX, it does not (I believe) disrupt GnuCash actually running-- and it has no bearing on your fi

Re: [GNC] Detailed Search

It kind of depends on how big the club is... if it is small enough to know the members, you could just put their name in the Memo area, and then search year by year for the Membership Fees and see who is missing. If the membership is larger, perhaps it would be better to have a spreadsheet trackin

[GNC] Project and Design Documentation

I've seen https://wiki.gnucash.org/wiki/Project_and_Design_Documentation raised a bit in the gnucash-user mail list recently and I recall Geert's comments about updating the csv importer and not documenting it. That wiki hasn't effectively been updated for a decade with the meaningful part written

Re: [GNC] Recommendations for hosting gnucash file - Google Drive, Microsoft 365, Local server?

I would like to know what level of security these hosting methods provide. The GnuCash .gnucash data file is essentially an un-encrypted text file. I think some cloud services, possibly including Google Drive may also be unencrypted, tho I have not checked. Do other cloud services offer better se

[GNC] New top-level accounts

You need the QuickBooks class feature, it works, I've been using it for years. GnuCash doesn't have classes but you can use Filter Reports to filter characters (tags) on split memo, transaction notes, or transaction description. The problem with this is the report will only match the filter. https

[GNC] Detailed Search

Sounds like https://wiki.gnucash.org/wiki/Using_GnuCash#Printing_a_Rental_Report ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user

Re: [GNC] Detailed Search

On Sat, Sep 7, 2024 at 3:50 PM Gareth Davies via gnucash-user < gnucash-user@gnucash.org> wrote: > All the members have their names and membership numbers entered on one > line. > > I can do a search using their individual membership no or names, but that > only brings up the payment history for t

Re: [GNC] New top-level accounts

Brook The closest you can get with GnuCash is to have separate subaccounts for each entity under each of the top level accounts. David Cousens On Sat, 2024-09-07 at 12:10 -0600, Brook Milligan via gnucash-user wrote: > I am trying to create a book that includes within it records for two > top-le

Re: [GNC] Adjusting Column Widths

I have a simple windows TakeCmd batch file that updates my.gcm file with my preferred widths. I've not tested it extensively, but it seems to work for me. You will need to tweak it for your setup, but it should be trivial. I got the number by getting a register setup the way I liked and then loo

Re: [GNC] Recommendations for hosting gnucash file - Google Drive, Microsoft 365, Local server?

Bruce,  I keep my Gnucash data files in a Dropbox account which is accessible from my laptop (Linux Mint), desktop(Linux Mint), phones (Android) and my wife's laptop (formerly Windows 11 but now linux Mint).   In my situation the file is only ever accessed from one computer at a time so no conflict

Re: [GNC] Detailed Search

Thanks for replying. All the members have their names and membership numbers entered on one line. I can do a search using their individual membership no or names, but that only brings up the payment history for that one person. To do that for over 300 members would be a nightmare Sent from

Re: [GNC] Detailed Search

You need to provide little more details on how you are registering payments. Does the payments have identifiers mapping to members ? Best way in your use case is to raise invoices to each member and update payments so that you can track the invoices for payment. Regard Murugan > On 07-09-202

[GNC] Detailed Search

Hi, As the Treasurer of a Club, I have been asked by the Membership Secretary to find out from the Membership Fee section, who hasn’t paid their Subscription for this year. My question is, is there a way to compare this year’s payments to the previous years, to find out who hasn’t paid. TIA S

[GNC] Adjusting Column Widths

I seem to be spending an inordinate amount of time adjusting the widths of the columns in the journals. Is there any way to set one journal, and then propagate those setting to all the journal screens? If there isn't, could there be? Grace. -- This email has been checked for viruses by Ava

Re: [GNC] Recommendations for hosting gnucash file - Google Drive, Microsoft 365, Local server?

I use the Win 10/11 Google Drive g:\ right now, so continuous backups.  But felt more secure when on Linux Ubuntu and had insync backing the gnucash data dir up to my Google Drive, so I had both a local disk copy and a remote copy, and a cron job to sync them up every night.  (The tabs did not b

Re: [GNC] New top-level accounts

It is not possible to create additional root accounts. -derek Sent using my mobile device. Please excuse any typos. On September 7, 2024 14:11:42 Brook Milligan via gnucash-user wrote: I am trying to create a book that includes within it records for two top-level entities that are closely cou

Re: [GNC] New top-level accounts

I have a similar situation and find that keeping two separate books makes tracking financials much cleaner and more effective. I'm not entirely sure why you'd need to combine two entities into a single instance. As far as I know, GNUCash does not support managing two separate entities within the

[GNC] New top-level accounts

I am trying to create a book that includes within it records for two top-level entities that are closely coupled. For example, consider Family and Sole Proprietor. Within each, I of course want the normal subaccounts (assets, liabilities, equity, expenses, income) with their various subaccount

Re: [GNC] Recommendations for hosting gnucash file - Google Drive, Microsoft 365, Local server?

On Sat, Sep 7, 2024 at 8:57 AM Bruce Griffis wrote: > I am running GnuCash 5.5 on my Ubuntu 24.04 desktop. I also have GnuCash > installed on my Windows 11 laptop. Right now I just copy my most recent > GnuCash file over to USB if I want to work on it using my laptop. I > tried using Google Drive

[GNC] Recommendations for hosting gnucash file - Google Drive, Microsoft 365, Local server?

I am running GnuCash 5.5 on my Ubuntu 24.04 desktop. I also have GnuCash installed on my Windows 11 laptop. Right now I just copy my most recent GnuCash file over to USB if I want to work on it using my laptop. I tried using Google Drive, but found the application hanging when using Google Driv

Re: [GNC] Financial Statements

1. Which report will display Balance Sheet splits for each share, particularly for Shares, Retained Earnings, and Unrealised Gains? Transaction report has shares by security type rather than value, and Advanced Portfolio doesn't split CostBase or Retained Earnings. 2.How do you get a Balance Sheet

Re: [GNC] Projects/classes for transactions

 have a look at https://lists.gnucash.org/pipermail/gnucash-user/2024-May/111804.html It leads to some repo with custom .scm plugin to make custom reports. I wonder if there are any tutorials or anything to help me dive deeper in this schema s