Re: [GNC] upgrading from v 3.8 to v 5.12

2025-08-01 Thread Kalpesh Patel
Better yet see https://sourceforge.net/projects/gnucash/files/gnucash%20%28stable%29/ -Original Message- From: Kalpesh Patel Sent: Friday, August 01, 2025 5:07 PM To: 'Ian D Henry' ; 'gnucash-user@gnucash.org' Subject: RE: [GNC] upgrading from v 3.8 to v 5.12 Y

Re: [GNC] upgrading from v 3.8 to v 5.12

2025-08-01 Thread Kalpesh Patel
Goto https://www.gnucash.org/download.phtml and scroll down to bottom where you will find links for various older version of GNC. From: Ian D Henry Sent: Friday, August 01, 2025 6:13 PM To: Kalpesh Patel Cc: gnucash-user@gnucash.org Subject: Re: [GNC] upgrading from v 3.8 to v 5.12

Re: [GNC] upgrading from v 3.8 to v 5.12

2025-08-01 Thread Kalpesh Patel
You should first jump to latest version in 3 series release, then jump to latest version in 4 series release (I think it is 4.14) before finally jumping to latest 5 series release. -Original Message- From: Ian D Henry Sent: Friday, August 01, 2025 11:00 AM To: gnucash-user@gnucash.org

Re: [GNC] Scheduled transaction for end of the day - bank interest

2025-08-01 Thread Kalpesh Patel
Hmmm... I am interested in understanding what is to be gained from scheduling up interest payment transaction - in some cases date will show up incorrect if bank pays on the prior business day should last day fall on weekend, and you most certainly are going to update the amount for the interes

Re: [GNC] New GNC User / Should I created as XML or SQLITE3 ?

2025-08-01 Thread Kalpesh Patel
XML is much more portable and restore of earlier file is simpler if you tend to "experiment" how you enter the data or need to revert back to earlier one for some other reasons, IMHO. You can place XML file on a shared or cloud drive provided it is guaranteed not opened at multiple places at the s

Re: [GNC] Import no longer auto-matches

2025-07-30 Thread Kalpesh Patel
You may want to change it like 3 or so. There are good chances that banks take up to 3 days to clear transactions so your bank posted dates will be off compared to when you enter them in the register. -Original Message- From: Sherlock Sent: Tuesday, July 29, 2025 7:17 PM To: gnucash

Re: [GNC] Budget Report hassle

2025-07-30 Thread Kalpesh Patel
GNC permits use of all OS shortcuts (combo/hot) keys for navigation and selection. Not sure what OS is in use but for most Windows OS comprehensive list can be found at https://support.microsoft.com/en-us/windows/keyboard-shortcuts-in-windows-dcc61a57-8ff0-cffe-9796-cb9706c75eec -Original

Re: [GNC] Import no longer auto-matches

2025-07-29 Thread Kalpesh Patel
You were there 99% of the way there. In the import transaction matcher window all you had to do was just click on the OK button for it to do the work for you ... which is what I do with my credit card transactions. -Original Message- From: Gyle McCollam Sent: Tuesday, July 29, 2025 11:

Re: [GNC] Problem--probably simple for ya'll, but not me!!!!!!

2025-07-22 Thread Kalpesh Patel
See attached pictures for clarity ... the faded text on one of the image states "you want this to have a check box". -Original Message- From: Maf. King Sent: Tuesday, July 22, 2025 11:22 AM To: gnucash-user@gnucash.org; bullish bob bagley Subject: Re: [GNC] Problem--probably simple for

Re: [GNC] printing blank checks

2025-07-18 Thread Kalpesh Patel
Even then would it not be cheaper to get bulk standard blank pre-printed cheques from a commercial printer, a printers who can pass on economy of scales when it comes to volume? From: Ross Laver Sent: Friday, July 18, 2025 6:13 AM To: Kalpesh Patel ; 'Harold' ; 'David Reiser

Re: [GNC] printing blank checks

2025-07-18 Thread Kalpesh Patel
Is that still a thing? I would have imagined that -- at least in states -- with bank-to-bank ACH and BillPay available it would have eliminated needing paper checks. Most of the US institutions now days charge to handle paper check after it has been cashed in and even then they want you to pre

Re: [GNC] Yahoo JSON Quotes now random bad

2025-06-26 Thread Kalpesh Patel
Yahoo JSON appears to be back to its normal behavior now. For last couple of days I have not seen any errors in retrieving quotes. Whatever was causing 401 responses have now been remediated or filtered out of its vast sprawl of systems. -Original Message- From: Kalpesh Patel Sent

Re: [GNC] Credit card reconciliation shows wrong total

2025-06-24 Thread Kalpesh Patel
If they were net'ing it by some means then it would be of no concern. It almost appears to be a finance charge per swipe being levied. Credit Card companies have broad leeway in assessing fee so not much you can do other than walk with your feet to someone else. -Original Message- From:

Re: [GNC] Credit card reconciliation shows wrong total

2025-06-23 Thread Kalpesh Patel
If you are professional then it is "Errors and Omissions" ... -Original Message- From: Geoff Sent: Monday, June 23, 2025 6:14 AM To: Boniforti Flavio ; gnucash-user@gnucash.org Subject: Re: [GNC] Credit card reconciliation shows wrong total Hi Flavio Create an account called Expenses::

Re: [GNC] Yahoo JSON Quotes now random bad

2025-06-19 Thread Kalpesh Patel
retrieval. From: David G. Pickett Sent: Wednesday, June 18, 2025 8:51 PM To: 'Gnucash Users' ; Kalpesh Patel Subject: Re: [GNC] Yahoo JSON Quotes now random bad It does seem to be both random and intermittent. Perhaps a slower pace might be more stable? Or we could institut

Re: [GNC] Yahoo JSON Quotes now random bad

2025-06-18 Thread Kalpesh Patel
They may have instituted some sort of controls designed to limit number of calls. Yahoo JSON has been and will always be a whack-a-mole game ... rightfully. -Original Message- From: David G. Pickett Sent: Tuesday, June 17, 2025 10:40 PM To: Gnucash Users Subject: [GNC] Yahoo JSON Quot

Re: [GNC] Peculiar Chrome Gnucash interaction

2025-06-06 Thread Kalpesh Patel
Nothing to do with VM as in Virtual Machine but more like VM as in Virtual Memory - aka your memory resource use spikes to the point where it uses up all physical memory, all virtual memory and still needs more to satisfy demand requested from all processes in running state ... -Original M

Re: [GNC] Retrieving Quotes for Specific Securities without Toggling 'Get Online Quotes'

2025-06-06 Thread Kalpesh Patel
If you are somewhat familiar with Python than take a look at https://github.com/ka-patel/dl_quotes GitHub repository to get quotes using command line in gnucash exportable format. Python is likely installed by default on your Ubuntu. -Original Message- From: Matthew Clay Sent: Friday

Re: [GNC] Retrieving Quotes for Specific Securities without Toggling 'Get Online Quotes'

2025-06-06 Thread Kalpesh Patel
Make sure you have installed necessary pre-requisites (Perl and Finance::Quote module) in order for it to work. -Original Message- From: Matthew Clay Sent: Thursday, June 05, 2025 10:24 PM To: gnucash-user@gnucash.org Subject: [GNC] Retrieving Quotes for Specific Securities without Togg

Re: [GNC] How to find the transaction entered one minute ago

2025-05-31 Thread Kalpesh Patel
If you are doing account reconciliation as you go along then you can redo (you an redo as many times you desire) reconciliation to a date that was done last time which would have flagged that transaction as not reconciled (unchecked) in the reconciliation window. Then you can zero in on the date

Re: [GNC] Jump to account in the Accounts pane

2025-05-14 Thread Kalpesh Patel
You can also provide additional unique characters (at the beginning or the end) to the name of the account for each, which then can be used to jump to it directly. For example suffix CC accounts with last four digits of the card number and then using those four numbers to recall the full accoun

Re: [GNC] gnc-fq-update

2025-05-01 Thread Kalpesh Patel
trample on any of the GNUCash packaged components, and vice a versa for F::Q components when upgrading GNUCash. Hope this helps. From: Fred Tydeman Sent: Thursday, May 01, 2025 10:18 AM To: Kalpesh Patel Cc: GnuCash List Subject: Re: [GNC] gnc-fq-update That command did update

Re: [GNC] gnc-fq-update

2025-04-30 Thread Kalpesh Patel
Following command should do on Windows or Linux distro's: cpanm install Finance::Quote -Original Message- From: Fred Tydeman Sent: Wednesday, April 30, 2025 1:49 PM To: GnuCash List Subject: [GNC] gnc-fq-update I want to update Fiance-Quote, but gnc-fq-update is missing in Fedora Linu

Re: [GNC] gnc-fq-update

2025-04-30 Thread Kalpesh Patel
Sorry, the command in shell is actually just (no "install" in the middle as it will try to install a module named install which not needed): cpanm Finance::Quote -Original Message----- From: Kalpesh Patel Sent: Wednesday, April 30, 2025 9:43 PM To: 'tydeman.f...@gmail.com&#

Re: [GNC] Partial use of reconciliation -- RESULTS

2025-04-27 Thread Kalpesh Patel
In the window that pops up when you click reconcile button, I normally ignore the opening balance, and just make sure that that closing balance and the closing date are correct. The opening balance may wander off because transactions may have had to be modified, even just to change the order of

Re: [GNC] Partial use of reconciliation

2025-04-25 Thread Kalpesh Patel
Be careful with the import process as mentioned below because if the matcher has NOT been trained before then you can end up with needing to manually match every one of them, and more such as accounts, which is likely to be more burdensome in effort than other ways accomplishing it. Bulk chec

Re: [GNC] Global replacement of the name of Payee (Description)

2025-04-20 Thread Kalpesh Patel
If you have perl installed, which is the case if you are fetching online prices, and if it is saved as a XML formatted one then you can use Perl one liner as follows in a command line: #perl -pi -e 's/Tata Steel/Tata Steel Inc./g' This is likely to be far safer than actually editing it in a t

Re: [GNC] OFX Direct Connect from Bank of America

2025-04-17 Thread Kalpesh Patel
ch account though. On 4/16/25 12:32 PM, Kalpesh Patel wrote: > BofA indeed discontinued DirectConnect support many moons ago. > > You still can, however, download 'Web Connect for Quicken 2018 and above' > formatted file (aka QFX) which imports into GNC with very minimal ef

Re: [GNC] OFX Direct Connect from Bank of America

2025-04-16 Thread Kalpesh Patel
BofA indeed discontinued DirectConnect support many moons ago. You still can, however, download 'Web Connect for Quicken 2018 and above' formatted file (aka QFX) which imports into GNC with very minimal effort which I can confirm for Credit Card statements for sure. -Original Message---

Re: [GNC] Return of capital, lots & accurate gains

2025-04-01 Thread Kalpesh Patel
sh-user > wrote: > > On 3/30/2025 3:16 PM, Kalpesh Patel wrote: >> >> I was under the understanding that the effect of return of capital (RoC) is >> that the capital gains get postponed until when you sell the commodity, and >> that the cost basis gets reduced by i

Re: [GNC] Return of capital, lots & accurate gains

2025-03-30 Thread Kalpesh Patel
I was under the understanding that the effect of return of capital (RoC) is that the capital gains get postponed until when you sell the commodity, and that the cost basis gets reduced by it when RoC is distributed. In the States, the financial servicer should not be sending a dividend statem

Re: [GNC] Stock transaction: how to record "buy amount" being more or less than product of "shares * price"?

2025-03-12 Thread Kalpesh Patel
That "z" actually comes out to be a billions of dollars of profit. So sub cent value does matter in certain calculation and in some it doesn't. -Original Message- From: David Carlson Sent: Wednesday, March 12, 2025 3:01 PM To: R Losey Cc: G.W. ; gnucash-user@gnucash.org Subject: Re:

Re: [GNC] Problems getting prices from Yahoo as JSON

2025-03-03 Thread Kalpesh Patel
Hi Bruce: Hopefully you are on your way to mending from the health issue. Anyways, your suggestions are duly noted and will keep them in mind. -Original Message- From: Bruce Schuck Sent: Monday, March 03, 2025 4:40 PM To: GnuCash User Cc: Kalpesh Patel ; Adrian Holbrook Subject

Re: [GNC] Problems getting prices from Yahoo as JSON If Strawberry Perl and F::Q are installed correctly then run following in a command prompt in Windows OS:

2025-03-03 Thread Kalpesh Patel
specific > than "Re: Contents of gnucash-user digest..." > Today's Topics: > >1. Re: Problems getting prices from Yahoo as JSON (Kalpesh Patel) >2. Re: Finance::Quote sometimes returns stock prices in pence > (Kalpesh Patel) >3. Voided Tr

Re: [GNC] Finance::Quote sometimes returns stock prices in pence

2025-03-03 Thread Kalpesh Patel
brook Sent: Monday, March 03, 2025 2:20 AM To: Kalpesh Patel Cc: gnucash-user@gnucash.org Subject: Re: [GNC] Finance::Quote sometimes returns stock prices in pence Thanks for that. I think that the coding should work but there is probably an error on the Yahoo data where they probably identify the

Re: [GNC] Finance::Quote sometimes returns stock prices in pence

2025-03-02 Thread Kalpesh Patel
>From the latest code you can wrap lines 229 through 234 with following Perl's if condition clause to bypass the conversion : if (!( (uc($stocks) eq "NXR.L") or (uc($stocks) eq "NWG.L") )) { ... # actual lines 229 through 234 goes here } -Original Message- From: Adrian Holbrook Sent:

Re: [GNC] Problems getting prices from Yahoo as JSON

2025-03-02 Thread Kalpesh Patel
; incase cut-&-paste munges is up. From: Adrian Holbrook Sent: Sunday, March 02, 2025 3:03 AM To: Kalpesh Patel ; gnucash-user@gnucash.org Subject: Re: [GNC] Problems getting prices from Yahoo as JSON I am using Windows 11 and have just Gnucash 5.10. I have downloaded the F::Q 1.64_03 file

Re: [GNC] Problems getting prices from Yahoo as JSON

2025-03-02 Thread Kalpesh Patel
nce-Quote-1.64_03.tar.gz CPAN: CPAN::SQLite loaded ok (v0.219) CPAN: LWP::UserAgent loaded ok (v6.67) Fetching with LWP: http://cpan.strawberryperl.com/authors/01mailrc.txt.gz … From: Kalpesh Patel Sent: Sunday, March 02, 2025 10:16 AM To: 'David H' ; 'Adrian Holbrook&#

Re: [GNC] Problems getting prices from Yahoo as JSON

2025-03-02 Thread Kalpesh Patel
: Kalpesh Patel ; gnucash-user@gnucash.org Subject: Re: [GNC] Problems getting prices from Yahoo as JSON Adrian, Forget downloading anything, just find and run the "Install Online Price Retrieval For Gnucash" in the Gnucash folder under all apps which will update it for you. Same d

Re: [GNC] Problems getting prices from Yahoo as JSON

2025-03-01 Thread Kalpesh Patel
lpesh Patel ; gnucash-user@gnucash.org Subject: Re: [GNC] Problems getting prices from Yahoo as JSON Thanks. Not sure how to install a module from CPAN as suggested by Murugan so will attempt to modify the file. Best regards Adrian _ From: Kalpesh Patel mailto:kalpesh.pa...@us

Re: [GNC] Problems getting prices from Yahoo as JSON

2025-02-28 Thread Kalpesh Patel
h.org Subject: [GNC] Problems getting prices from Yahoo as JSON I am having the same problem as reported on a recent thread. I was not sure how to respond on the thread as the reply arrow was grayed out. I am not sure how to make the quick fix mentioned by Kalpesh Patel as I cannot find the

Re: [GNC] Import troubles

2025-02-24 Thread Kalpesh Patel
om: "alois müller" Sent: Monday, February 24, 2025 1:58 PM To: Kalpesh Patel Cc: davidcousen...@gmail.com; gnucash-user@gnucash.org Subject: Re: RE: [GNC] Import troubles The problem is absolutly mad! I have reduced it to just 2 transactions: Date,Payee,Memo,Amount,DebitAmount,De

Re: [GNC] Import troubles

2025-02-24 Thread Kalpesh Patel
re of CSV import as transaction fidelity is the lowest compared to other forms of import. -Original Message- From: Kalpesh Patel Sent: Monday, February 24, 2025 6:52 AM To: '"alois müller"' ; 'David Cousens' Cc: 'gnucash-user@gnucash.org' Su

Re: [GNC] Import troubles

2025-02-24 Thread Kalpesh Patel
From what I can see, GNC it recognized it and ready to take the next step with it. You are at the window where it gives you an opportunity to select which transactions you want to post them into the register, which ones don't, and you elected first one not to be put into any register by having

Re: [GNC] Are Trading Accounts meant to affect "Stocks" as well as Currencies?

2025-02-20 Thread Kalpesh Patel
://www.ventoy.net/en/index.html) will facilitate easy install bootstrapping… From: David Warren Sent: Thursday, February 20, 2025 10:50 AM To: Kalpesh Patel Cc: tydeman.f...@gmail.com; gnucash-u...@lists.gnucash.org Subject: Re: [GNC] Are Trading Accounts meant to affect "Stocks" as well as

Re: [GNC] Are Trading Accounts meant to affect "Stocks" as well as Currencies?

2025-02-20 Thread Kalpesh Patel
If those 13k transactions are spread across multiple accounts than try doing one account at a time. I've also noticed that more often it works better if the program is fresh launched and then commencing the check without doing anything in-between. -Original Message- From: David Warren

Re: [GNC] Quotes again?

2025-02-20 Thread Kalpesh Patel
Sent: Wednesday, February 19, 2025 8:48 PM To: GnuCash User Cc: Kalpesh Patel ; Cam Ellison ; Fross, Michael ; David G. Pickett Subject: Re: [GNC] Quotes again? On Wed, Feb 19, 2025 at 9:25 AM Kalpesh Patel wrote: > Yahoo's new changes are fixated on the value of the user agent header &g

Re: [GNC] [Possible phishing attempt] Re: mail server changes to GnuCash list

2025-02-20 Thread Kalpesh Patel
en in that case it also re-writes headers correctly so they do not get tagged as spam. Anyways it is time to move on to more important causes ... -Original Message- From: gnuc...@4forl1st5.slmail.me Sent: Wednesday, February 19, 2025 7:23 PM To: gnucash-user@gnucash.org Cc: Kalpesh

Re: [GNC] mail server changes to GnuCash list

2025-02-19 Thread Kalpesh Patel
t white list so tag will go away on the permanent basis. So far the list has been protected from real spammer so not worried about adding it in such a way. Thanks, though, for that bit of info. -Original Message- From: Derek Atkins Sent: Wednesday, February 19, 2025 4:00 PM To: Kalpesh Pat

[GNC] mail server changes to GnuCash list

2025-02-19 Thread Kalpesh Patel
Hi GnuCash list admins - Was there any type of email server change for the list recently say within a week - for things like DKIM or SPF headers which are all part of DMARC? I've noticed that emails from the list are getting flagged by my email service provided (netaddress.com folks) as spa

Re: [GNC] Quotes again?

2025-02-19 Thread Kalpesh Patel
.0.2171.95 Safari/537.36'; to: my $browser = 'Mozilla/5.0'; -Original Message- From: Kalpesh Patel Sent: Wednesday, February 19, 2025 6:53 AM To: 'Cam Ellison' Cc: 'gnucash-user@gnucash.org' Subject: RE: [GNC] Quotes again? Calling http://query2.

Re: [GNC] Quotes again?

2025-02-19 Thread Kalpesh Patel
Calling http://query2.finance.yahoo.com/v1/test/getcrumb on command line is failing but browser version works. I would not be surprised if they introduced some sort of anti-programmatic use measures. I will check if there is fix for it but it will most likely will not be until the weeke

Re: [GNC] Where/how does GC host its Wiki

2025-02-17 Thread Kalpesh Patel
You also have option to host wiki on github. According to their documentation at https://docs.github.com/en/communities/documenting-your-project-with-wikis/about-wikis: "Wikis are available in public repositories with GitHub Free and GitHub Free for organizations, ..." and "Every repository

Re: [GNC] Need help locating transaction(s) in advance portfolio

2025-02-17 Thread Kalpesh Patel
That works on Windows too. Thanks for that tip! -Original Message- From: Fred Tydeman Sent: Monday, February 17, 2025 5:57 AM To: Kalpesh Patel Cc: Geoff ; gnucash-user@gnucash.org Subject: Re: [GNC] Need help locating transaction(s) in advance portfolio On Sun, Feb 16, 2025 at 6

Re: [GNC] Need help locating transaction(s) in advance portfolio

2025-02-16 Thread Kalpesh Patel
AM To: Kalpesh Patel Cc: gnucash-user@gnucash.org Subject: Re: [GNC] Need help locating transaction(s) in advance portfolio I had this happen recently. It was caused by the order of deposits / withdrawals in my cash account on the same day. I excluded that account from the report and it work

[GNC] Need help locating transaction(s) in advance portfolio

2025-02-13 Thread Kalpesh Patel
I am running Advance Portfolio report and I noticed it display following error message at the top: There is an error processing the transaction 'buying . share units'. This may to be caused by a sell transaction causing a negative stock balance, and a subsequent buy transaction causing

Re: [GNC] Batch transfer from one expense category to another.

2025-02-11 Thread Kalpesh Patel
I'll second what David T. mentioned below. Cut-&-Paste using CTRL-X combo seems to go much faster than exporting-modifying-importing cycles. Just note that you will have to highlight the transfer account name before pressing CTRL-C to capture it to the clipboard in order to paste it. If you are

Re: [GNC] Strange Imbalance transactions

2025-02-06 Thread Kalpesh Patel
Those accounts are auto-magically created, as someone has already mentioned. Even after you delete it(them), it(they) will get re-created next time when there is a need. You possibly can see as many as number of different currencies used in the book. They are the place-holder accounts for each c

Re: [GNC] How to import transactions from Release 5.10 into Release 4.8

2025-02-06 Thread Kalpesh Patel
some processing after exporting but before importing, and then appropriately match up the columns during import. From: David Carlson Sent: Thursday, February 06, 2025 11:23 AM To: Kalpesh Patel Cc: David Cousens ; gnucash-user@gnucash.org Subject: Re: [GNC] How to import transactions from

Re: [GNC] How to import transactions from Release 5.10 into Release 4.8

2025-02-06 Thread Kalpesh Patel
Hmmm. Why would you want to export from 4.8 to import into 5.10 when you can simply open the file in 5.10? I would think that making copy of the file (save-as option from GNUCash), then delete un-wanted accounts in 4.8 version and then open that pared down one in 5.10 is much cleaner to go about

Re: [GNC] Strange Imbalance transactions

2025-02-06 Thread Kalpesh Patel
I see similar leg of transaction ending up in " Imbalance-USD" when performing an import via QIF format for investment type of accounts -- that is what these ones looks like. I simply delete them as they really do not effect balancing the overall transactions, which can be discerned with zero am

Re: [GNC] screwed up my cash acount

2025-01-14 Thread Kalpesh Patel
See https://storware.eu/blog/grandfather-father-son-gfs-backup/ for very popular backup scheme. I advocate backing up the entire system - not just bits here and bytes there. Even with modern electronics in the hard drives (spinning platter ones or the solid state ones), they normally fail to tel

[GNC] Organizing securities

2025-01-14 Thread Kalpesh Patel
Hi GNC User group - I was looking to organize different items (I hesitate to say commodities as I think that may not be correct way to refer them as they are really defined in Security Editor - correct me if I am wrong in my understanding) that are listed underneath Trading top level account an

Re: [GNC] Problem getting Finance::Quote working

2025-01-06 Thread Kalpesh Patel
-Original Message- From: Bruce Schuck Sent: Monday, January 06, 2025 12:29 PM To: gnucash-user@gnucash.org Cc: 'Tomas Volf' <~@wolfsden.cz>; 'David H' ; Kalpesh Patel Subject: Re: [GNC] Problem getting Finance::Quote working On 1/6/25 6:58 AM, Kalpesh Patel w

Re: [GNC] Problem getting Finance::Quote working

2025-01-06 Thread Kalpesh Patel
ent as keenly as I should. -Original Message- From: Bruce Schuck Sent: Saturday, January 04, 2025 1:57 PM To: gnucash-user@gnucash.org Cc: Tomas Volf <~@wolfsden.cz>; David H ; Kalpesh Patel Subject: Re: [GNC] Problem getting Finance::Quote working On 1/4/25 09:32:28 -0500, Kalpesh wrote:

Re: [GNC] Problem getting Finance::Quote working

2025-01-05 Thread Kalpesh Patel
off which would work very well here. -Original Message- From: Bruce Schuck Sent: Saturday, January 04, 2025 1:57 PM To: gnucash-user@gnucash.org Cc: Tomas Volf <~@wolfsden.cz>; David H ; Kalpesh Patel Subject: Re: [GNC] Problem getting Finance::Quote working On 1/4/25 09:32:28

Re: [GNC] Problem getting Finance::Quote working

2025-01-04 Thread Kalpesh Patel
You can provide well know api-key of: NOTAREALAPIKEY as the key for Alphavantage in order to silence that superfluous message being emanated from F::Q to GNC provided that you are NOT using that module to retrieve any quotes. It has been working for yours truly for many many years... -Origin

Re: [GNC] Problem getting Finance::Quote working

2025-01-03 Thread Kalpesh Patel
From looking at the *NIX's strace output, F::Q doesn’t appear to be fetching quotes from Alphavantage so the absent of the key should not matter. Full JSON is present in the strace output, thus F::Q is working as designed. I was also having issue with fetching yahoo_json quotes with GNC 5.10 on

Re: [GNC] Preferred transaction import format?

2024-12-29 Thread Kalpesh Patel
OFX/QFX, QIF and CSV in that order because of transaction fidelity exported. -Original Message- From: David Reiser Sent: Saturday, December 28, 2024 5:07 PM To: Simon Roberts Cc: Gnucash Users Subject: Re: [GNC] Preferred transaction import format? OFX and QFX are identical for the da

Re: [GNC] F::Q issue with upgrading to GNC 5.10

2024-12-20 Thread Kalpesh Patel
=Template Root starting baln=0/1 It almost looks like that on Windows 11, the GNC 5.10 is messing up pipes to stderr, stdin and stdout (or equivalent) when reading from or writing to the (hidden) console ... -Original Message- From: Kalpesh Patel Sent: Friday, December 20, 2024 5:37 PM To

Re: [GNC] F::Q issue with upgrading to GNC 5.10

2024-12-20 Thread Kalpesh Patel
perl" or "perldoc perl". If you have access to the Internet, point your browser at http://www.perl.org/, the Perl Home Page. C:\Strawberry\perl\site\lib> When I roll back to GNC 4.14 with F::Q 1.64, it works fine. Any thought? -Original Message- From: David H S

Re: [GNC] F::Q issue with upgrading to GNC 5.10

2024-12-20 Thread Kalpesh Patel
changed to cause this issue. -Original Message- From: David H Sent: Friday, December 20, 2024 4:05 AM To: Kalpesh Patel Cc: gnucash-user Subject: Re: [GNC] F::Q issue with upgrading to GNC 5.10 Kalpesh, Just go to the start menu item "Install Online Price Retrieval" in t

Re: [GNC] F::Q issue with upgrading to GNC 5.10

2024-12-19 Thread Kalpesh Patel
::TESTING redefined at C:/Strawberry/perl/lib/constant.pm line 171. * 22:00:35 INFO [xaccAccountRecomputeBalance] acct=Template Root starting baln=0/1 From: Kalpesh Patel Sent: Thursday, December 19, 2024 2:41 PM To: 'gnucash-user' Subject: F::Q issue with upgrading to GNC 5.10

[GNC] F::Q issue with upgrading to GNC 5.10

2024-12-19 Thread Kalpesh Patel
Hi folks – I just bumped up my GNC from 4.14 to 5.10 on Windows 11 Pro. After launching newly installed GNC, it is showing “Warning: Finance::Quote not installed properly.” for Quote Source Information in the Edit Security Window, and Price Database à Get Quotes button is greyed out. This had

Re: [GNC] gnucash & Dragon Naturally Speaking

2024-12-08 Thread Kalpesh Patel
See if below article help to roll back... https://support.microsoft.com/en-us/windows/how-to-uninstall-a-windows-update-c77b8f9b-e4dc-4e9f-a803-fdec12e59fb0 -Original Message- From: briancady...@yahoo.com Sent: Sunday, December 08, 2024 2:59 PM To: timothyscu...@yahoo.com; Tim via gnuc

Re: [GNC] Get Quotes from Price Database not returning GBP and USD

2024-12-04 Thread Kalpesh Patel
You are right there. API key is needed for AlphaVanatage. Note that they limit how many free API call you make in a day, even with an API key. -Original Message- From: Grace Sent: Wednesday, December 04, 2024 9:51 AM To: Kalpesh Patel ; gnucash-user@gnucash.org Subject: Re: [GNC] Get

Re: [GNC] Get Quotes from Price Database not returning GBP and USD

2024-12-03 Thread Kalpesh Patel
For currencies under Securities option, retrieval is fixed to one source and no you do not have to register with that fixed source. "get quotes" is all you need to check. -Original Message- From: Grace Sent: Tuesday, December 03, 2024 3:53 PM To: gnucash-user@gnucash.org Subject: Re:

Re: [GNC] How to record the transfer of securities directly from one broker to another

2024-11-20 Thread Kalpesh Patel
I suggest simply rename the account to new broker name if you want to keep reports generated intact. The name is in no way linked or tied internally anywhere so you can rename as you like as it is free format text. You can add a "note" transaction in the register as reminder when the transfer t

Re: [GNC] Oddities importing from Quicken

2024-11-20 Thread Kalpesh Patel
Simon, Welcome to GNUCash! So having gone through migration of Quicken to GNUCash via QIF export-import back in 2020 for decades of data in Quicken, it is not a seamless migration as you hope - and rightfully shouldn’t expected one as GNUCash is not a like-for-like products as Quicken is. As

Re: [GNC] File Cabinet, 3-Ring Binders, Paper Records?

2024-11-07 Thread Kalpesh Patel
And if you stack bunch of thermal papered receipts together, they weather out a lot faster than in months. -Original Message- From: sunfis...@yahoo.com Sent: Thursday, November 07, 2024 4:44 AM To: dewaj Cc: sunfish62--- via gnucash-user Subject: Re: [GNC] File Cabinet, 3-Ring Binders

Re: [GNC] File Cabinet, 3-Ring Binders, Paper Records?

2024-11-06 Thread Kalpesh Patel
If you are on desktop version of MS Outlook then you can save single message as a .msg file and link that. Just keep in mind you will need MS Outlook to open those .msg files though... -Original Message- From: Stephen M. Butler Sent: Wednesday, November 06, 2024 3:37 PM To: gnucash-use

Re: [GNC] File Cabinet, 3-Ring Binders, Paper Records?

2024-11-06 Thread Kalpesh Patel
w.uschamber.com/co/start/strategy/how-long-to-keep-business-documents' -Original Message- From: Stephen M. Butler Sent: Wednesday, November 06, 2024 3:15 PM To: gnucash-user@gnucash.org Subject: Re: [GNC] File Cabinet, 3-Ring Binders, Paper Records? On 11/6/24 11:38, Kalpesh Patel wr

Re: [GNC] File Cabinet, 3-Ring Binders, Paper Records?

2024-11-06 Thread Kalpesh Patel
Making digital copies into cloud, albeit in a foggy one, is a lot easier than sending paper copies to Iron Mountain for safe keeping. Then there is cost of keeping digital copies vs physical copies. Most vendors -- at least credit cards, banking and investment houses -- provide digital copies of

Re: [GNC] Duplicating Account

2024-11-04 Thread Kalpesh Patel
out 30 transactions, and in the end it took less time than the amount of time I spent working on the Export/Input technique. Once again, Thanks On 2024-10-31 8:13 a.m., Kalpesh Patel wrote: > With that out of the way, I sounds like that the asking person wants to > experiment something wi

Re: [GNC] GnuCash 5.9 on macOS 15.2 Dev Beta

2024-11-04 Thread Kalpesh Patel
I remember something like that from many moons ago. Specifically it had to do with vacuum tubes and mechanical relays, rather than transistors, and early computers were room sized ones when that term came to be in the computer world's fold. Somewhat nebulous meaning similar to that was supposedly u

Re: [GNC] Stocks with prices in more than one currency

2024-10-31 Thread Kalpesh Patel
While I don't know the full background on your situation, something is not adding up right. If the setup for your book is correct then the exchange rate between two currencies should reconcile the report to correct value for the Advance Portfolio and the Current Value for it. -Original Mess

Re: [GNC] Showing account totals as of today

2024-10-31 Thread Kalpesh Patel
Not sure if this was mentioned or not but in COA windows, you can add additional "Total" columns that has different types of total amount. Selection is made by clicking the down arrow at the end of the heading line (the one that has the text "Account Name" in it) and putting a check mark by clic

Re: [GNC] Duplicating Account

2024-10-31 Thread Kalpesh Patel
With that out of the way, I sounds like that the asking person wants to experiment something within the account. In that case, it is rather going to be best by making a copy of the file somewhere else. Then restore it back if you don’t like the result after the experiment or experiment with the

Re: [GNC] How do I do a backup of Gnucash?

2024-10-21 Thread Kalpesh Patel
Here is a link to YouTube video to setup the built-in backup on Windows. https://www.youtube.com/watch?v=d3iAiAqMtvg While the demo is shown performed on Windows 11, it is good for backing up on MS Windows 7 and up. -Original Message- From: halatch1008 Sent: Wednesday, October 16, 202

Re: [GNC] Australian Stock Exchange Module in Finance::Quote

2024-10-21 Thread Kalpesh Patel
Sadly, manual labor ... -Original Message- From: Ernie Wakamatsu Sent: Monday, October 21, 2024 12:17 AM To: Kalpesh Patel Cc: John Ralls ; sunfish62--- via gnucash-user Subject: Re: [GNC] Australian Stock Exchange Module in Finance::Quote Hi All So, what are the options for those

Re: [GNC] Australian Stock Exchange Module in Finance::Quote

2024-10-20 Thread Kalpesh Patel
I looked at it and sadly the tech that they are using requires client side java script side processing. I couldn't find a java script interpreter that lived strictly within Perl so would have to tie into virtual browser (like Selenium framework) launched from Perl but that dependencies are a no go

Re: [GNC] Set up a security, what now?

2024-10-17 Thread Kalpesh Patel
H I thought the namespace was just a free format text that wasn't tied to anything for commodity pricing other than a nice way to tidy up commodities into groups. I must have misunderstood its purpose ... if it is indeed tied up like that then the source of pricing dictates the name se

Re: [GNC] What files in my in my business folder need to be backed up?

2024-10-15 Thread Kalpesh Patel
Ah, at minimum have another full copy of the operational hard drive lying around 😊, which implies backing up everything. Windows provides a free tool for backing up an image of the running machine on a scheduled basis as well as files & folders backup, and good old "dd" (disk duplicate) command

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 sp

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 f

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

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

2024-10-07 Thread Kalpesh Patel
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 s

Re: [GNC] Newbie trouble deleting transaction

2024-10-07 Thread Kalpesh Patel
Telltale sign of such a “blank transaction” is that it will have today's date filled-in -- and no other columns -- for the entire transaction when you look at it in the register. -Original Message- From: John Ralls Sent: Monday, October 07, 2024 10:39 AM To: Paul-A Cc: gnucash-user@gn

Re: [GNC] Owning stocks which are not publicly quoted - which account type suits better?

2024-09-25 Thread Kalpesh Patel
Setting up commodity and maintaining by updating its value is considered a normal user activity in GNC ... whether it is your cup of tea or not that is different story. -Original Message- From: Boniforti Flavio Sent: Wednesday, September 25, 2024 2:24 AM To: R Losey Cc: gnucash-user@g

Re: [GNC] Owning stocks which are not publicly quoted - which account type suits better?

2024-09-25 Thread Kalpesh Patel
I don’t think GNC cares who "owns" it. I would think that it is not any different than you owned share(s) of say IBM or Facebook or Google. Technically purchase of share(s) gets you a partial ownership proportionate to total outstanding in that corporation - it is immaterial to GNC whether it is

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