Re: [GNC] How to search for instances of a debit

2025-08-01 Thread Phyllis Bruce
I can answer that one, Richard. While in you register (check or credit card) click in the top menu - View, sort by hth po On Fri, Aug 1, 2025 at 5:42 AM Richard Fochtmann wrote: > I was looking to see if there were other instances of 98.01, but don't > know how to search for it. Any help i app

Re: [GNC] Import no longer auto-matches

2025-07-29 Thread Phyllis Bruce
Should it be 0 or more days? Not certain that I understand how “unlikely match” works. > On Jul 29, 2025, at 6:18 PM, Sherlock wrote: > > The "Unlikely match day threshold" of 1 may be the issue. > > Regards, > > Sherlock > > ___ > gnucash-user mailing list > gnucash-user@gnucash.org > To

Re: [GNC] Import no longer auto-matches

2025-07-29 Thread Phyllis Bruce
Don't I wish! Unfortunately the import function really is not working. I've tried everything in the preferences for import from choosing nothing to choosing everything. I pretty much had to import the imbalances (no account or splits) and input them manually. Like I said. FOOBAR > ___

Re: [GNC] Import no longer auto-matches

2025-07-29 Thread Phyllis Bruce
; Gyle McCollam > > gmccol...@live.comemail > ------ > *From:* gnucash-user > on behalf of Phyllis Bruce > *Sent:* Tuesday, July 29, 2025 10:10 AM > *To:* gnucash-user@gnucash.org > *Subject:* Re: [GNC] Import no longer auto-matches >

Re: [GNC] Import no longer auto-matches

2025-07-29 Thread Phyllis Bruce
Well, let this be a lesson to you all! Auto match has to have something to match against! I had not entered the transactions for that month. Learn from my mistakes, they are becoming more frequent.po On Mon, Jul 28, 2025 at 10:27 AM Phyllis Bruce wrote: > I posted previously ab

[GNC] Import no longer auto-matches

2025-07-28 Thread Phyllis Bruce
nd a solution in the documentation. I cannot find a switch or preference that seems to apply to this situation. Any help will be appreciated with heartfelt gratitude! Phyllis Bruce ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subs

[GNC] (no subject)

2025-03-24 Thread Phyllis Bruce
Phyllis Bruce 2:19 PM (0 minutes ago) to gnuxash-user I've been having a terrible time trying to reconcile my accounts and I wonder if this message has anything to do with it? [image: image.png] If so, what can I do about it? Thanks for your help as always! Phyl

Re: [GNC] version 5.10 - how to adjust fonts/ font size?

2025-02-15 Thread Phyllis Bruce
tton would probably also do the >> trick. This usually reduces the width of the Description column to fit and >> brings any columns that have been pushed too far to the right back into >> view. Unfortunately you may have to do this for each register but it is >> what it is

Re: [GNC] version 5.10 - how to adjust fonts/ font size?

2025-02-14 Thread Phyllis Bruce
Now, if someone could work out how to reduce the width of the description field so these larger fonts would fit in their columns on the screen - and stay that way!. po On Fri, Feb 14, 2025 at 4:13 PM Gilberto Reis Filho < gilberto.reis.fi...@gmail.com> wrote: > Create/edit a text file in your Ap

[GNC] You do not have permission to access C:\...........\Bruce.gnucash

2025-01-21 Thread Phyllis Bruce
I'm on Windows 11, gnu ver 5.9 I've seen a post that has the subject phrase recently but darned if I can find it. One of my registers is messing with me - duplicate entries? I unreconciled it back several months and then re-reconciled it. It looked good when I saved the file but not when I reop

Re: [GNC] Do I Have Use for Liability Acounts

2025-01-17 Thread Phyllis Bruce
Liability accounts are not overkill for household finances. Sorry to hear about the scam! However, if you have a credit card you will enter a liability account for the card - one for each credit card. Liability basically means - what you owe someone. Given a credit card, you will reconcile that

Re: [GNC] Tutorial and Concepts

2024-11-23 Thread Phyllis Bruce
Thanks, Mr. Losey for getting this particular ball rolling. I don't have an accounting degree but I was a budget analyst for many years using various computer programs. It is not necessary for many users to understand double entry accounting in order to use Gnucash. Whenever you spend money, you

Re: [GNC] Column width in register

2024-10-25 Thread Phyllis Bruce
pter_txns.html#:~:text=The%20divider%20to%20the%20right,back%20when%20you%20release%20it. > > You need to choose the right divider and drag it to the left that should > bring them within your screen > > I hope this helps. > > Thanking you. > > Regards, > > Inma de la Torr

[GNC] Column width in register

2024-10-25 Thread Phyllis Bruce
I have a beautiful verdana 16px font in my register. I am however, unable to change the width of the Description column. I have changed all the other columns to accommodate the larger font but the description column width is forcing them off the screen. Any help will be much appreciated. I've re

Re: [GNC] Changing fonts

2024-10-24 Thread Phyllis Bruce
Good morning, Richard. In the subject (Font size) Ken Pyzik gave me this: 1. If you don't have one already, you want to make a small text file called: gtk-3.0.css 2. In this file, you just need one line of text: * {font: 14px verdana, arial, sans-serif;} (format it just like I have it and

Re: [GNC] Font size

2024-10-23 Thread Phyllis Bruce
uter screen in front of me the c:\ drive is named "OS (C:)" and it is under a folder called "This PC" . It is a relief that the ubiquitous and seriously misleading word 'My' is completely missing! On Wed, Oct 23, 2024 at 10:11 AM Phyllis Bruce <[2]pobruc.

Re: [GNC] Font size

2024-10-23 Thread Phyllis Bruce
Stan Brown (using GC 4.14) < stan...@fastmail.fm> wrote: > On 2024-10-22 19:05, Phyllis Bruce wrote: > > I’ll get with my “guru” to fix my file tree. Right now, even though > I’ve gone to settings and changed to “show all files” or “no hidden files”, > my tree does not al

Re: [GNC] Font size

2024-10-23 Thread Phyllis Bruce
Stan Brown (using GC 4.14)" < > stan...@fastmail.fm> wrote: >> >> On 2024-10-22 19:05, Phyllis Bruce wrote: >> >>> I’ll get with my “guru” to fix my file tree. Right now, even though I’ve >>> gone to settings and changed to “show all files” o

Re: [GNC] Changing fonts

2024-10-22 Thread Phyllis Bruce
Richard, if you go into Help/about, you can click on the *live* link to the user config file. Then copy the gtx-3.0.css file directly into it. Once you reboot, you should see a larger font in the program. Windows does not make this stuff easy for non-programmers like me. Hope this helps. po O

Re: [GNC] Font size

2024-10-22 Thread Phyllis Bruce
I can adjust all column widths in the registers. Thanks! > On Oct 22, 2024, at 7:09 PM, Stan Brown (using GC 4.14) > wrote: > > On 2024-10-22 13:13, Phyllis Bruce wrote: >> Try as I might, I cannot access c:/. > > Just a suggestion: it is much easier to help yo

Re: [GNC] Font size

2024-10-22 Thread Phyllis Bruce
le that you made may need to be like Joanna's. Mine show s as one line — but I think hers is four separate lines. Either way — GNUCash should be able to read it and adjust accordingly. Best of Luck. Ken _______ From: Phy

Re: [GNC] Font size

2024-10-18 Thread Phyllis Bruce
s can chime in where > I may have made a mistake. Hope this helps. > > Ken > > > > -- > *From:* gnucash-user > on behalf of Phyllis Bruce > *Sent:* Friday, October 18, 2024 11:13 AM > *To:* Joanna Walters > *Cc:* gnucash-user@gnucash

Re: [GNC] Font size

2024-10-18 Thread Phyllis Bruce
ch the person managing the list at > gnucash-user-ow...@gnucash.org > > When replying, please edit your Subject line so it is more specific > than "Re: Contents of gnucash-user digest..." > > > Today's Topics: > > 1. Font

[GNC] Font size

2024-10-17 Thread Phyllis Bruce
Is there any way I can change the font size used by the registers? I'm going blind trying to read that extremely small print. I don't want to run a report. Thanks! po ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription p

Re: [GNC] How to handle a purchase I paid using money from two different sources?

2024-09-23 Thread Phyllis Bruce
. Thanks, F. [1]https://www.instagram.com/boniforti_music [2]https://soundcloud.com/boniforti_music [3]https://bonny-j.bandcamp.com Am Mo., 23. Sept. 2024 um 23:45 Uhr schrieb Phyllis Bruce <[4]pobruc...@gmail.com>: Boniforti, I must admit to being a little confused abou

Re: [GNC] How to handle a purchase I paid using money from two different sources?

2024-09-23 Thread Phyllis Bruce
bothering. F. [1]https://www.instagram.com/boniforti_music [2]https://soundcloud.com/boniforti_music [3]https://bonny-j.bandcamp.com Am Mo., 23. Sept. 2024 um 23:23 Uhr schrieb Phyllis Bruce <[4]pobruc...@gmail.com>: What account was the wire transfer drawn from. If check

Re: [GNC] How to handle a purchase I paid using money from two different sources?

2024-09-23 Thread Phyllis Bruce
What account was the wire transfer drawn from. If checking, I would do a split from your checking account. You might indicate the wire transfer in the description. The other split would be the 200 charged to your credit card. > On Sep 23, 2024, at 4:18 PM, Boniforti Flavio wrote: > > Hi. >

Re: [GNC] Monthly Reports

2024-09-21 Thread Phyllis Bruce
Thanks for looking at it. I'm still unable to get an actual report. On Sat, Sep 21, 2024 at 1:42 PM Phyllis Bruce wrote: > Yes My end of month report is for reconciled payments. > > On Sat, Sep 21, 2024 at 4:13 AM Fred Bone > wrote: > >> On 18 September 2024 at

Re: [GNC] Monthly Reports

2024-09-21 Thread Phyllis Bruce
Yes My end of month report is for reconciled payments. On Sat, Sep 21, 2024 at 4:13 AM Fred Bone wrote: > On 18 September 2024 at 10:19, Phyllis Bruce said: > > > These are the options I chose. Still no report. > > > > [image: image.png] > > [image: image.png]

Re: [GNC] Monthly Reports

2024-09-19 Thread Phyllis Bruce
if you told > me "they want to look into account X because transactions of sub types A, > B,. and C all go into X and they want to see how much was A, how much was > B, how much C it's not a report that needs a fix but the CoA (X needs > children XA, XB, and XC and now the

[GNC] Monthly Reports

2024-09-17 Thread Phyllis Bruce
As the treasurer of a small, 5019(c)3 with no liabilities, I set up my Gnucash file in the same order as I will present my monthly reports. I have v 5.8+ and Windows 11. After much trial and error I was able to get an account summary for 6/30/2024. My records begin with June 1, 2024. However; n

[GNC] Bogus email?

2024-07-06 Thread Phyllis Bruce
I’m confused and my age sometimes makes my brain burp. This is the first time I’ve ever seen Gnucash mail asking someone else for confirmation of their email address. It’s to a Frederick Bambrough. Just asking if this is a fluke or a phish? Thanks, Po _

Re: [GNC] Credit card reconciliation - starting balance

2024-07-01 Thread Phyllis Bruce
Trevor, did you enter the unreconciled transactions from the previous month? Those would have to be included for your first reconciliation. Phyllis B On Mon, Jul 1, 2024 at 12:24 PM Adrien Monteleone < adrien.montele...@lusfiber.net> wrote: > Have you ever reconciled this account? If not, the s

Re: [GNC] Moving from GnuCash 4.8 to GnuCash 5.5 - any issues likely to bite me?

2024-05-14 Thread Phyllis Bruce
less than a second) on my network file with 6+ years of data that I can barely see the progress bar. So, it may be running; just very, very quickly. On Mon, May 13, 2024 at 9:41 AM Phyllis Bruce <[1]pobruc...@gmail.com> wrote: Just when you thought you were done with this….

Re: [GNC] Question about OFX imports

2024-05-13 Thread Phyllis Bruce
If it wasn’t many transactions cannot you just edit the cleared transactions? I’ m thinking Gnu won’t allow you to clear clear the nut ones as a feature to avoid duplicates. Alternatively, you might delete the cleared transactions and reimport. At least, that’s what I would do. > On May 13,

Re: [GNC] Moving from GnuCash 4.8 to GnuCash 5.5 - any issues likely to bite me?

2024-05-13 Thread Phyllis Bruce
s not check scheduled transactions or other non-transactional data such as business features. From a fellow user, I hope that helps. On Mon, May 13, 2024, 9:41 AM Phyllis Bruce <[1]pobruc...@gmail.com> wrote: Just when you thought you were done with this….. I’m runnin

Re: [GNC] Moving from GnuCash 4.8 to GnuCash 5.5 - any issues likely to bite me?

2024-05-13 Thread Phyllis Bruce
Just when you thought you were done with this….. I’m running 4.13 on a windows 10 computer. I have a big problem getting any reports to run properly but today it is the check and repair function. No option that I choose gives me a “working” indication. I’m trying to be proactive before upgra

Re: [GNC] Import matching

2024-04-23 Thread Phyllis Bruce
Gyle, this import problem was the subject of my email a little while ago. In my case, not so much the need for a split transaction as a method to identify the specific transfer account needed and then the ability to add it to the import information. My work around is to import the data file, hit f

Re: [GNC] Forgotten Splits

2024-04-06 Thread Phyllis Bruce
t 7:11 PM, Liz wrote: > > On Sat, 6 Apr 2024 17:34:26 -0500 > Phyllis Bruce wrote: > >> Just wanting to vent for a moment. I have my income with multiple >> splits in gnucash. Works fine for a while but when they change, >> gnucash forgets the new splits and the old

[GNC] Forgotten Splits

2024-04-06 Thread Phyllis Bruce
Just wanting to vent for a moment. I have my income with multiple splits in gnucash. Works fine for a while but when they change, gnucash forgets the new splits and the old ones. I don't typically open the imported transactions but noticed some missing from another account and I have three month

Re: [GNC] How can I visualize financial spending in gnucash?

2024-02-03 Thread Phyllis Bruce
🤣🤣🤣 > On Feb 3, 2024, at 9:53 AM, G R Hewitt wrote: > > 'Visualise' is the horizontal wavy line that hovers in your field of > vision, which wavers between bankruptcy and abundance. > 'Map Out' is where you stick pins (virtual) where you want the peaks and > troughs of that line to be. > 'Twea

Re: [GNC] Feature request: Import assistant, room for big improvements

2024-01-15 Thread Phyllis Bruce
👍 > On Jan 15, 2024, at 10:17 PM, Derek Atkins wrote: > >  > No, I would call that the description. > -derek > Sent using my mobile device. Please excuse any typos. > >> On January 15, 2024 23:06:07 Phyllis Bruce wrote: >> >> Thanks, David. I

Re: [GNC] Feature request: Import assistant, room for big improvements

2024-01-15 Thread Phyllis Bruce
Thanks, David. I think I am being unclear. My research provides what you call the transfer account for unmatched items. That's all good. It is the memo field which I use to remind me of what I did that is not available in the reconciliation screen. For instance I want to remember that I paid A

Re: [GNC] Feature request: Import assistant, room for big improvements

2024-01-15 Thread Phyllis Bruce
Since the subject has been raised I'll add my wish: For unmatched items I often have to do some research such as checking Amazon to see just what it is that came in. Then I know what expense it belongs to. However; I am not able to specify the item until I approve the import - by which time I've

Re: [GNC] End of Year?

2024-01-13 Thread Phyllis Bruce
Just to clarify further, I'm referring to Adrien's A2b option above of just entering ending balances for a new year. On Sat, Jan 13, 2024 at 10:52 AM Phyllis Bruce wrote: > Thanks for the explanation. I guess it's a matter of personal > preference. If I'm starti

Re: [GNC] End of Year?

2024-01-13 Thread Phyllis Bruce
e per > the statement. > > Thank You, > > *Gyle McCollam* > > Gyle McCollam > > gmccol...@live.comemail > ------ > *From:* gnucash-user > on behalf of Phyllis Bruce > *Sent:* Saturday, January 13, 2024 10:56 AM >

Re: [GNC] End of Year?

2024-01-13 Thread Phyllis Bruce
the portion of > an amount that doesn't apply to the period being closed, and add it back > in the following period. (this also occurs for interim periods such as > months or quarters) > > Exactly what you do, depends on the requirements of your local > jurisdiction. > &g

Re: [GNC] End of Year?

2024-01-13 Thread Phyllis Bruce
H, would you not also need to re-enter any unreconciled transactions in your credit and debit accounts? On Sat, Jan 13, 2024 at 7:24 AM Adrien Monteleone < adrien.montele...@lusfiber.net> wrote: > You could add A2b: > > Export your Chart of Accounts and write down the ending balances as > nee

Re: [GNC] Unreconciling

2023-11-15 Thread Phyllis Bruce
ters, they will change to "n" after warning you. After that just start a new reconciliation for whichever month is next. You can mark them "c" or not nextt if it helps you match transactions to the bank statements. On Tue, Nov 14, 2023 at 3:46 PM Phyllis Bruce <

[GNC] Unreconciling

2023-11-14 Thread Phyllis Bruce
no single transaction that got me there. I don't mind doing one account. Thanks much! Phyllis Bruce ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman

Re: [GNC] Recording medical reimbursements

2023-11-06 Thread Phyllis Bruce
I record mine as you do. This is your personal account. Were it a business account you would do it differently, I think. My take is that it only has to make sense to you and me. On Mon, Nov 6, 2023 at 9:54 PM Andrew Gross wrote: > I have various expense accounts for medical expenses. When I r

Re: [GNC] Accounts which are both Income and Expense accounts

2023-07-24 Thread Phyllis Bruce
I'd set that account up as a credit card. Or I'd use Venmo for payments between friends. On Mon, Jul 24, 2023 at 10:54 AM Chris Green wrote: > Is there a 'right' way to handle an account which gets payments in two > directions? > > E.g. I have good relations with a friend and we often buy things

Re: [GNC] Starting balance of new account is not $0

2023-04-26 Thread Phyllis Bruce
sh or checking account *could* have the initial deposit as the starting balance. Am I completely off the rails here? On Wed, Apr 26, 2023 at 9:15 AM Derek Atkins wrote: > Hi, > > On Wed, April 26, 2023 10:09 am, Phyllis Bruce wrote: > > Derek, when you *first came into Gnucash* d

Re: [GNC] Starting balance of new account is not $0

2023-04-26 Thread Phyllis Bruce
Derek, when you *first came into Gnucash* did you enter current balances as equity? Any balance on a credit card would be negative to equity. Your cash accounts would be positive. It's not too late to do that. Enter the beginning balance on the statement you are trying to reconcile as equity fo

Re: [GNC] easy way to total number of transactions and USD ammounts

2023-03-30 Thread Phyllis Bruce
nsaction. > go to pivot sheet and refresh it, you should be able to see the amount and > number of transactions account wise > > > > Saludos Cordiales > > > Murugan > -- > *From:* Phyllis Bruce > *Sent:* Thursday, March 30, 2023 6:44

Re: [GNC] easy way to total number of transactions and USD ammounts

2023-03-30 Thread Phyllis Bruce
Jeff, I couldn't tie my response to what Murugan suggested. You can use the sum and count on the same spreadsheet. The Excel command for count is =COUNTA(first cell:last cell) Just put that command in the cell beneath the sum. On Thu, Mar 30, 2023 at 3:29 PM Murugan Muruganandam < m.murugana

Re: [GNC] Help with downloading transactions.

2023-03-17 Thread Phyllis Bruce
I did for many years retain my receipts for credit card charges and match every one to the statement. Same with checks, etc. The banks so seldom make a mistake that I find it a waste of time. In recent years one of my banks has issued a correction. That's good enough for me. On Fri, Mar 17, 20

Re: [GNC] Scrolling register

2023-03-09 Thread Phyllis Bruce
Peggy, all of my registers are the earliest date to most current unless I specifically sort one by description or some other feature. Try sorting in standard order. I cannot replicate your problem when I sort in date order. On Thu, Mar 9, 2023 at 6:09 AM David Carlson wrote: > Ctrl G Enter tak

Re: [GNC] Can't get to my download

2023-02-08 Thread Phyllis Bruce
hanged it. > > Regards, > Adrien > > On 2/6/23 10:30 AM, Phyllis Bruce wrote: > > Windows 10, Gnucash Version 4.13 > > I've downloaded a bank's transactions as a QFX and I can find it in my > > "pc/downloads", but suddenly, Gnucash won't let me

[GNC] Can't get to my download

2023-02-06 Thread Phyllis Bruce
Windows 10, Gnucash Version 4.13 I've downloaded a bank's transactions as a QFX and I can find it in my "pc/downloads", but suddenly, Gnucash won't let me get there. It wants to go to OS/users/pobru and won't let me get to C drive. I am not aware of making any changes. Downloads have been worki

Re: [GNC] Huge number of missing transactions

2023-02-05 Thread Phyllis Bruce
Has anyone suggested that you look back at older log files and recover from one that is more complete? What's gone today may not have been gone last month. Just saying On Sun, Feb 5, 2023 at 9:42 AM Michael or Penny Novack < stepbystepf...@comcast.net> wrote: > On 2/5/2023 4:26 AM, David T.

Re: [GNC] Can one add notes / memos / whatever to reconciled transactions?

2023-02-04 Thread Phyllis Bruce
What happens when you try it? As far as I know, there is nothing to prevent it. > On Feb 4, 2023, at 10:25 PM, Dr. David Kirkby > wrote: > > I have a couple of transactions which are reconciled, but I realise they > are missing some useful information. > > 1) One is shown in the bank account

Re: [GNC] install 2nd app to start over

2023-02-03 Thread Phyllis Bruce
being able to scroll down the > whole list past page 1, etc. > >ph > > ~:~:~:~:~:~:~:~:~:~:~:~:~:~:~:~:~: > writer ~:~ photographer ~:~ book designer > resident manager > paulahendricks.com > > > On Thu, Feb 2, 2023 at 10:35 AM Phyllis Bruce wrote: > >> Why don

Re: [GNC] How to force y in reconcile field

2023-02-02 Thread Phyllis Bruce
That's a valid observation, Dr. Kirby, since gnucash will choose the balance based on the statement date. There are almost ALWAYS uncleared transactions. On Thu, Feb 2, 2023 at 4:14 PM Dr. David Kirkby < drkir...@kirkbymicrowave.co.uk> wrote: > On Thu, 2 Feb 2023 at 19:27, Derek Atkins wrote: >

Re: [GNC] install 2nd app to start over

2023-02-02 Thread Phyllis Bruce
Why don't you just start another gnucash file? Name it something different and take it from there. On Thu, Feb 2, 2023 at 12:32 PM ph hermes wrote: > hi everyone > > i've been struggling with my transaction reports and can't easily figure > out how to fix things, so i thought i could install gn

Re: [GNC] How to force y in reconcile field

2023-02-02 Thread Phyllis Bruce
Derek, I like your solution best. I've made the mistake of reconciling to the balance in my account without waiting for the statement. It really took some head scratching to figure how to correct it later when I did receive the statement. But can you change either the date or the ending balance?

Re: [GNC] The wacky idea and the accountant

2023-02-01 Thread Phyllis Bruce
Kudos Simon! It’s nice to introduce a new anything. A willingness to tell others about it is awesome! I like 6our attitude. > On Feb 1, 2023, at 8:32 PM, Simon Roberts > wrote: > > First, thank you to everyone who put ideas in about providing an > easy-to-launch CD-based GNC to present to

Re: [GNC] Reconciliation error - how should I correct?

2023-01-31 Thread Phyllis Bruce
Welcome to the world of tracking your dollars! On Tue, Jan 31, 2023 at 1:50 PM Dr. David Kirkby < drkir...@kirkbymicrowave.co.uk> wrote: > On Mon, 30 Jan 2023 at 16:41, Phyllis Bruce wrote: > >> Dr. Kirby, >> >> I'm praying your problem is getting away from pa

Re: [GNC] Reconciliation error - how should I correct?

2023-01-31 Thread Phyllis Bruce
Wouldn't it just be simpler to ask your sister in law to destroy the check if she finds it? Then write it off/delete it. On Tue, Jan 31, 2023 at 12:14 PM R Losey wrote: > Thanks; I used to work in a bank, and I thought there was a policy such as > you described... however, I did check with the

Re: [GNC] Reconciliation - Again

2023-01-31 Thread Phyllis Bruce
I've not had a problem when changing any of those fields. You are really only reconciling the one account. On Tue, Jan 31, 2023 at 10:21 AM Eric Coates via gnucash-user < gnucash-user@gnucash.org> wrote: > Good Afternoon > > I fully understand that changing the Payment/Charge (on a credit card >

Re: [GNC] Reconciliation error - how should I correct?

2023-01-30 Thread Phyllis Bruce
Dr. Kirby, I'm praying your problem is getting away from paper reconciliation. Remember how we used to turn the page over and list the items NOT on the bank statements? Gnu does that automatically. You reconcile to your bank statement so that the difference on your reconciliation screen shows a

Re: [GNC] Exporting Reports to CSV

2023-01-23 Thread Phyllis Bruce
in a browser into Excel or Libre Office. Certainly isn't perfect but most of the alignment is kept but if you are going that route, you are going to reformat it anyway. David Cousens On Mon, 2023-01-23 at 10:35 -0600, Phyllis Bruce wrote: I found out how to export transactions, but how ca

Re: [GNC] Exporting Reports to CSV

2023-01-23 Thread Phyllis Bruce
Oops, never mind. Found good instructions on Chrome. On Mon, Jan 23, 2023 at 11:26 AM Phyllis Bruce wrote: > Thanks Maf. Do I assume a comma delimiter or what? I'm familiar with > importing delimited files into excel. > > On Mon, Jan 23, 2023 at 10:54 AM Maf. King wro

Re: [GNC] Exporting Reports to CSV

2023-01-23 Thread Phyllis Bruce
Thanks Maf. Do I assume a comma delimiter or what? I'm familiar with importing delimited files into excel. On Mon, Jan 23, 2023 at 10:54 AM Maf. King wrote: > > > On Monday, 23 January 2023 16:35:21 GMT Phyllis Bruce wrote: > > I found out how to export transactions, but

[GNC] Exporting Reports to CSV

2023-01-23 Thread Phyllis Bruce
I found out how to export transactions, but how can I export my Tax report as CSV? My only options are HTML or TXF, neither allow me to reformat in Excel. Thanks, Pobruce ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription

Re: [GNC] How to move a transaction with splits from one top-level account to another - take 2

2023-01-19 Thread Phyllis Bruce
Sorry, trying again (and I have NOT been drinking...) Highlight your top level Credit Card. Now, go to the top of the screen and choose "Edit". You will get a pop up where you can enter Liabilities as the Parent account for Credit Card. Done. On Thu, Jan 19, 2023 at 2:38 PM Phy

Re: [GNC] How to move a transaction with splits from one top-level account to another - take 2

2023-01-19 Thread Phyllis Bruce
; > > Sent from Outlook <http://aka.ms/weboutlook> > -- > *From:* David T. > *Sent:* Thursday, January 19, 2023 6:02 AM > *To:* Xe Roy > *Cc:* Phyllis Bruce ; Fross, Michael < > mich...@fross.org>; gnucash-user@gnucash.org > *S

Re: [GNC] How to move a transaction with splits from one top-level account to another - take 2

2023-01-18 Thread Phyllis Bruce
Xe Roy, You will find if you just change your top level account in the transaction, the splits will follow it. Just as Michael described above. I've used jump but I find it just as easy to make that one correction. Additionally, if you found you chose the wrong account for one of your splits, ju

Re: [GNC] TAX Report WAS Re: reports not working unless exported

2023-01-16 Thread Phyllis Bruce
Thanks Tim. I’m a Microsoft Money refugee and was even able to use reports from there when I was audited by the state! GNC is similar in many ways and I will hope to use it with my tax accountant. Now to set it up. 🥴 ___ gnucash-user mailing list gn

Re: [GNC] TAX Report WAS Re: reports not working unless exported

2023-01-15 Thread Phyllis Bruce
Thanks Alex, that is a neat feature and will be helpful as I slog through the accounts. > > Also there is a column that can be displayed in the Account Hierarchy tab > showing if a particular account is 'tagged' for the US Income Tax Report > (use the large downward pointing arrow on the right to

Re: [GNC] Merge two pairs -> one 4-way split

2023-01-15 Thread Phyllis Bruce
I agree, why change them. However, I question the need to make a single 4 way split unless one of the transactions is to or from a single account. On Sun, Jan 15, 2023 at 1:51 PM Fred Tydeman wrote: > I have one transaction moving money from A to B (one pair) > I have another transaction moving

Re: [GNC] TAX Report WAS Re: reports not working unless exported

2023-01-15 Thread Phyllis Bruce
Tommy, thanks for the new thread. On Sat, Jan 14, 2023 at 4:35 PM Tommy Trussell wrote: > reply below > > On Sat, Jan 14, 2023 at 3:49 PM Phyllis Bruce wrote: > >> Okay, I can't stand it anymore. I don't know what ubuntu is, or flatpak, >> or a host of other

Re: [GNC] reports not working unless exported

2023-01-14 Thread Phyllis Bruce
Okay, I can't stand it anymore. I don't know what ubuntu is, or flatpak, or a host of other terms you use. I run windows and the latest version. Embarrassed that I've not looked to documentation, but would that help me or do I need to know? I will go to documentation to learn about the tax repor

Re: [GNC] Where do I set the "Accounting Period" for reports?

2023-01-06 Thread Phyllis Bruce
Good question On Fri, Jan 6, 2023 at 5:12 AM Chris Green wrote: > On Fri, Jan 06, 2023 at 12:31:46PM +0300, David T. via gnucash-user wrote: > > There is also a setting in preferences somewhere to change the > accounting > > period. As I don't use the feature, I don't know where it is in either

Re: [GNC] OFX import date questions

2022-12-31 Thread Phyllis Bruce
fault from the Ubuntu Linux repositories. It was indeed failing to import some transactions (because it deemed them duplicates, even though they most definitely were not). However, after building version 4.13, I no longer see that problem. On Sat, Dec 31, 2022 at 6:53 AM Phyllis Bruce <[

Re: [GNC] OFX import date questions

2022-12-31 Thread Phyllis Bruce
the way, if you want to test anything in GnuCash, just make a > disposable and renamed copy of your data file or backup from earlier and > put it in a folder labelled Test. > > On Sat, Dec 31, 2022 at 7:54 AM Phyllis Bruce wrote: > >> Thanks Jean and David, >> My thresholds a

Re: [GNC] OFX import date questions

2022-12-31 Thread Phyllis Bruce
Thanks Jean and David, My thresholds are prolly set to the defaults. Another thing I will do is filter for "Unreconciled" before I start my reconciliation. I often have some withdrawals that don't occur within two months. If I know they're there, I can change the threshold to look for them. Sec

Re: [GNC] OFX import date questions

2022-12-30 Thread Phyllis Bruce
Jean and Adrien, I use QFX and reconciling is a pain! When I import and data from my bank and begin reconciliation I often find the GNC has ignored the existing unreconciled transactions and created new cleared ones. On Fri, Dec 30, 2022 at 3:51 PM Jean L wrote: > I don't think you can "tweak"

Re: [GNC] Scary moment

2022-12-30 Thread Phyllis Bruce
Great thoughts, Adrien. I have made every one of those mistakes in 45 years of entering data. On Fri, Dec 30, 2022 at 3:56 PM Adrien Monteleone < adrien.montele...@lusfiber.net> wrote: > Another possibility: > > The transactions ended up in a different account. > > Do a Find from the Accounts ta

Re: [GNC] gnucash-user Digest, Vol 237, Issue 113

2022-12-29 Thread Phyllis Bruce
It’s no biggie changing the date and many programs default on the.current date or the last entered. It’s fine with me if you just leave it alone. Besides, unless I’m mistaken, when I pull in a QFX, the system uses the date it cleared the bank, not the date entered or written. > On Dec 29, 2022

Re: [GNC] What determines the order of transaction is CSV file?

2022-12-23 Thread Phyllis Bruce
rce a single line export with the split information on > the same > line with one of the options in the export dialogue. as David H pointed > out. > > David > > On Fri, 2022-12-23 at 18:14 -0600, Phyllis Bruce wrote: > > How will thee port handle multiple splits? > > >

Re: [GNC] What determines the order of transaction is CSV file?

2022-12-23 Thread Phyllis Bruce
How will thee port handle multiple splits? > On Dec 23, 2022, at 5:07 PM, David Cousens wrote: > >  > Dave, > > Not sure how you achieved that. I just exported one of my accounts and it > appears to be in date order from the first transaction entered (2015) until > the > last (a few days ago)

Re: [GNC] What determines the order of transaction is CSV file?

2022-12-23 Thread Phyllis Bruce
Ouch. What about copying your date onto each line first? Sounds like it needs major manipulation. I hope someone with experience can help you. On Dec 23, 2022, at 4:26 PM, Dr. David Kirkby wrote:  On Fri, 23 Dec 2022 at 21:39, Phyllis Bruce <[1]pobruc...@gmail.

Re: [GNC] What determines the order of transaction is CSV file?

2022-12-23 Thread Phyllis Bruce
I have not used Libre Office much but it is very similar to Excel. Excel allows me to choose my entire spreadsheet and then sort it in any order - and on any column I wish. I'd guess Libre Office has that ability. On Fri, Dec 23, 2022 at 3:25 PM Dr. David Kirkby < drkir...@kirkbymicrowave.co.uk>

Re: [GNC] 4.13

2022-12-20 Thread Phyllis Bruce
Thanks for the explanation. I use windows files so had no idea. > on 12/20/22 6:15 AM, Phyllis Bruce wrote: > > Adrien, what is a dmg? People on this list use a lot of acronyms and I > get lost. > > ___ gnucash-user mailing

Re: [GNC] 4.13

2022-12-20 Thread Phyllis Bruce
Adrien, what is a dmg? People on this list use a lot of acronyms and I get lost. Thanks > On Dec 20, 2022, at 12:25 AM, Adrien Monteleone > wrote: > > Are you on a Mac by any chance? You need to open the dmg and drag > gnucash.app to Applications. (the dmg now has the shortcut to make it e

Re: [GNC] Open banking platform support

2022-12-14 Thread Phyllis Bruce
Kalpesh, I found that QFX works as well. > On Dec 14, 2022, at 5:08 PM, Kalpesh Patel wrote: > >  > > Bank of America is one of the banks that has stopped supporting OFX method, > in addition to Chase Bank, for transaction download via direct connect as of > early Nov and moved to the open ban

Re: [GNC] QIF Import troubles

2022-12-14 Thread Phyllis Bruce
Steve, I’ve kept a copy of Microsoft Money that holds my data going back that far. Anytime I need it, I can find my old records there. I started anew with GnuCash in 2022. Might that work for you? On Wed, Dec 14, 2022 at 4:27 PM Steve Silva via gnucash-user < gnucash-user@gnucash.org> wrote: >

Re: [GNC] questions.

2022-12-11 Thread Phyllis Bruce
Ornithology, sounds like you are starting fresh. If you’ve used Gnucash for years you probably forgot you have to create or choose a chart of accounts as a starting point. The help files are great for guiding you through the process. > On Dec 11, 2022, at 10:34 AM, Derek Atkins wrote: > > D

Re: [GNC] Buying with PayPal - how do I split the transaction?

2022-12-10 Thread Phyllis Bruce
I'm looking at paypal as identical to venmo. If I do not pull payments out immediately, venmo will use the balance to pay anyone I owe. That said, I continue to use venmo as a method of payment or cost in the checking account which pays the bills. I see no reason to treat paypal differently. If

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