[GNC] Fwd: [Bug 799249] Crash while switch to recently opened file

2025-07-22 Thread Steve Butler
75289 --> https://bugs.gnucash.org/attachment.cgi?id=375289&action=edit Null the tree model's root in gnc_tree_model_account_dispose Steve, please try this patch. It makes sure that the model gets disposed and nulled when the treeview is destroyed *and* nulls the model's root

Re: [GNC] Bug 799249 Update

2025-07-21 Thread Steve Butler
d Morrison wrote: > Hi Steve & GnuCash users, > > It looks like the GnuCash version of BugZilla only shows "PC Linux" in > the "Hardware" section of that bug report. > > The GnuCash BugZilla also does not seem to list the version of GnuCash > that the bug

Re: [GNC] Split Transactions

2025-07-09 Thread Steve Butler
Yes and No. They are in that account register as the most recent version of that transaction. So in that sense they are stored. However, if you modify it then you upset that existing entry and damaged your accounting in the process. So, the only way to "override" is to create a new transaction

Re: [GNC] Order of accounts when closing the book

2025-06-10 Thread Steve Butler
On Tue, Jun 10, 2025, 21:04 R Losey wrote: > > > On Tue, Jun 10, 2025 at 12:14 PM Stan Brown (using GC 4.14) < > stan...@fastmail.fm> wrote: > >> >> On 6/10/2025 12:36 AM, Stan Brown (using GC 4.14) wrote: >> >>> The Close the Book tool generates two transactions, one for all income >> >>> accoun

Re: [GNC] General Ledger printout incomplete

2025-05-29 Thread Steve Butler
Are they zero balance and you set the option to ignore zero balance accounts? On Thu, May 29, 2025, 02:35 Owen Willows wrote: > Dear GnuCash, > > The printout for the General Ledger submitted to my auditor is > incomplete. A number of accounts have been omitted even though I have > selected all

Re: [GNC] Generating Yearly Figures for Accountant/Tax Return (UK)

2025-05-11 Thread Steve Butler
Sounds like a Profit/Loss statement with the expense accounts set up into the grouping your accountant wants. Then adjust the report to show only those accounts and save it for next year. On Sun, May 11, 2025, 05:17 Rich Stanton wrote: > Hi, I'm in the UK and have all my accounts in GNUCash. I

Re: [GNC] Question about CSV imports

2025-04-29 Thread Steve Butler
You might want to take the leap to 5.11 and save yourself the aggrevation of manipulating the csv file. On Tue, Apr 29, 2025, 13:53 David Carlson wrote: > Thanks Stephen. I see that you are correct about release 5.11's ability > to read that string as a date. However, it appears that the older

Re: [GNC] Gnucash account reporting

2025-04-23 Thread Steve Butler
On Wed, Apr 23, 2025, 17:41 Ronald Solomon wrote: > Hello everyone, > I have been using Gnucash for a while and I have notice I was not always > consistent when naming accounts like under expenses and I would like to see > if I could clean those up for better reporting. How would be the best way

Re: [GNC] Hello Have a question

2025-03-09 Thread Steve Butler
Just copy the file(s) via a thumb drive. Just like any other file (document, spreadsheet, etc.). On Sat, Mar 8, 2025, 21:26 Mark at Lorimark wrote: > You should be ok to just open the file. Give it a try. Back up first. > > ~mark petryk > ~w:http://www.lorimarksolutions.com > > On 3/8/25 16:4

Re: [GNC] Profit & Loss previous year

2025-02-13 Thread Steve Butler
Check the Options menu item. All sorts of things you can change including the From/Thru dates. On Thu, Feb 13, 2025, 10:11 Just Me via gnucash-user < gnucash-user@gnucash.org> wrote: > I just installed GNUcash. > > Put done data in to test going back to 1st November 2024. > > Balance sheet print

Re: [GNC] Change Alert

2025-02-10 Thread Steve Butler
Depends on which alert. What alert are you getting? On Mon, Feb 10, 2025, 02:51 barrym via gnucash-user < gnucash-user@gnucash.org> wrote: > Hi, > > I get an alert if I make a change to an entry, sometimes it is > irritating, can I stop the alert? > > Barry > > > -- > This email has been checked

Re: [GNC] confusion on new fields in csv import

2025-02-09 Thread Steve Butler
I had to experiment with the fields to find that amount negated worked the best for me. Make a copy of your file and run experiments using the different amount fields to see what happens. Once you find a setup that works for you, switch back to your production file and move forward. On Sat, Feb

Re: [GNC] Monthly budget report question (display total for the difference in each row for selected periods)

2025-01-27 Thread Steve Miller
r the difference and actual for the row). .So color me clueless how I got "here", but apparently my issue is resolved. I'll save this report quickly so I don't lose it... Thanks for the reach out. On Sun, Jan 26, 2025 at 8:09 PM Jim Passmore wrote: > Hi Steve, > I'm actual

[GNC] Monthly budget report question (display total for the difference in each row for selected periods)

2025-01-23 Thread Steve Miller
Have a question re my monthly budget that I've been using "forever". Currently running Windows 11, GnuCash version 5.10. On my monthly budget report, I manually set it (from time to time) to run the totals for 6 month designated periods. I have a column for "Bgt", a column for "Act", and a column

Re: [GNC] Simple report(s) wanted

2025-01-21 Thread Steve Butler
You should show the Balance Sheet at the start of accounting period compared to Balance Sheet at the end of the accounting period. That with the Income Statement covers most of the items you requested. You might be able to get both Balance Sheet on one page with the multi report section. I have

Re: [GNC] screwed up my cash acount

2025-01-13 Thread Steve Butler
Make liberal use of FILE: SAVE AS. The default has backups made automatically using your file name as the base name then adding date and timestamp. There are stored in the same place as your file. It also stores log files there in a similar manner with a .log extension. On Mon, Jan 13, 2025,

Re: [GNC] screwed up my cash acount

2025-01-13 Thread Steve Butler
#2. Take smaller steps with #1 at major milestones. On Mon, Jan 13, 2025, 09:23 Mark at Lorimark wrote: > I have had to do this from time to time when trying to reconcile > transactions and trying to reconcile accounts. I too have 'fooled > around so much' and made a mess of things. I have re

Re: [GNC] New Accounts

2025-01-13 Thread Steve Butler
fourth for LIABILITIES. That way you can move them around and group them as necessary to reflect how you do life. Run it past your tax person so they are comfortable with how you organized things for when you drop off your Balance Sheet and Income Statement. --Steve On Mon, Jan 13, 2025, 09:02

Re: [GNC] QFX import leaves out some transactions

2025-01-08 Thread Steve Cohen
lfway through. But all seems okay now. On Wed, Jan 8, 2025 at 12:06 PM Steve Cohen wrote: > I was getting ready to pay my Estimated Taxes to the State of Arizona > which are coming due in a week. I had just imported a year's worth of > transactions from my Chase Account to GnuCash.

[GNC] QFX import leaves out some transactions

2025-01-08 Thread Steve Cohen
I was getting ready to pay my Estimated Taxes to the State of Arizona which are coming due in a week. I had just imported a year's worth of transactions from my Chase Account to GnuCash. I couldn't remember seeing the transactions for the Arizona Department of Revenue, which I clearly remember ma

Re: [GNC] Split accounts not auto-filled

2025-01-05 Thread Steve Butler
I'm on 5.10 with Ubuntu 24.04.1. Many of my repeating transactions have at least three (3) lines/splits. All auto-populate properly. I then change the debits/credits for the new amounts (think PayPal payment with fee on separate line). On Sun, Jan 5, 2025, 09:14 Ian Pilcher wrote: > When enter

Re: [GNC] Reconciling, Starting Balance Problem, Problem Reconciling Transactions

2025-01-01 Thread Steve Butler
Is your starting balance higher or lower than expected? Off by how much? How far back is the running balance off? Maybe you accidentally deleted an earlier reconciled transaction. If you had simply unreconciled a transaction it would show up in the window to be checked off. I doubt you added a

Re: [GNC] Preferred transaction import format?

2024-12-28 Thread 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 t

Re: [GNC] GnuCash Won't Start Widnows

2024-12-22 Thread Steve Butler
=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

Re: [GNC] Any way to clean up (not totally delete) saved auto-complete saved register entries?

2024-12-22 Thread Steve Butler
Yes, but it takes a lot of work. You would need to standardize your descriptions to a select few and modify all prior entries to be in that selected set. On Sun, Dec 22, 2024, 08:23 Steve Miller wrote: > Running Windows 11, GnuCash 5.10. > > My checking account registers have so m

Re: [GNC] GnuCash Won't Start Widnows

2024-12-22 Thread Steve Butler
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 wrote: > Thanks, Steve. Uncompressing did

[GNC] Any way to clean up (not totally delete) saved auto-complete saved register entries?

2024-12-22 Thread Steve Miller
Running Windows 11, GnuCash 5.10. My checking account registers have so many saved auto-complete options that I'll never use again in my lifetime, anyway to edit that last so one can do some kind of clean-up, so I'm not looking at an excessive drop down that I have to scroll each time? And separa

Re: [GNC] GnuCash Won't Start Widnows

2024-12-21 Thread Steve Butler
First see if it is a compression problem. Try to uncompress the file to see if that works. On Sat, Dec 21, 2024, 18:34 Jonathan A. Cohen wrote: > John, > > The crashing happens very quickly, either when opening the file (the > application never appears after the splash screen) or soon after whe

Re: [GNC] Modifying the Register

2024-12-21 Thread Steve Butler
That is your choice. You can ignore doing anything and all the reports will work correctly -- even the ones based on fiscal year. But, if you want the equity portion to show the change in value on a yearly basis in the Balance Sheet, then look at the close books option. On Sat, Dec 21, 2024, 18:

Re: [GNC] Import QIF into placeholder

2024-09-28 Thread Steve Butler
1. Please file an enhancement request in bugzilla for GnuCash to warn that a destination account is flagged as a placeholder. Perhaps change the line color to yellow. I think red is currently used to show the match algorithm doesn't know which account to assign. 2. During past imports you trai

Re: [GNC] Database storage

2024-09-19 Thread Steve Butler
My first job out of college had a Honeywell 115 Mod 2 box. Hard drive (singular) was 10 MB. RAM was 32K of magnetic core. 6 bit CPU and 7 track 556 bpi tape (3 of them). Thought we were going to heaven when it was replaced by an HP 3000 with 7 hard drives of 47 MB each and 512 KB memory. The p

Re: [GNC] Credit cards - how to deal with those?

2024-09-18 Thread Steve Butler
I set up a Liability:CC name account. As each item is charged the one side is the appropriate expense account with the other being this Liability account. When check is sent then that transaction is between Assets:Bank Name:Checking and the Liability account. On Wed, Sep 18, 2024, 14:44 Bonifort

Re: [GNC] [newbie] how to treat a gift?

2024-09-03 Thread Steve Butler
Not if you want to match what you need to file taxes. You do want to start with gross and keep track of the deductions -- especially the taxes withheld. On Tue, Sep 3, 2024, 14:55 Kalpesh Patel wrote: > Couldn't one can elect to track paycheck by net rather than gross? > > -Original Message

Re: [GNC] Beginner use case: Checking, Savings, Credit Card = how do I correlate a transaction in Checking Withdrawal to Savings Deposit or Credit Card payment?

2024-08-13 Thread Steve Butler
As Michael stated, you don't truly understand double entry bookkeeping. During the import process, you specified the main checking/savings/cc account. But it appears you failed to identify the other account for each transaction. If you had done that, there is a fairly good chance that: 1. The i

Re: [GNC] Move working files

2024-08-13 Thread Steve Butler
The location of saved config values, saved reports, and other such items is O/S specific. Those need to be moved separate from the main file(s) that holds/hold you accounting book(s). I don't know the wiki location that references the various O/S locations. On Tue, Aug 13, 2024, 03:12 Mahon Finb

Re: [GNC] Watch me mess this up. Deposited money

2024-08-08 Thread Steve Butler
When entering numbers ignore the thousand separator. Also drop the fraction separator and double zero when it is zero. So, try this value: 2 On Thu, Aug 8, 2024, 09:33 James Baxter via gnucash-user < gnucash-user@gnucash.org> wrote: > To all.I tried to deposit like 20.000.00. It won't take

Re: [GNC] Check & Repair

2024-07-22 Thread Steve Butler
In the past there was a progress bar in the lower right of the window. It was vastly sped up in the 4 series. The last time I did a Check and Repair, I repeated it a few times in order to catch it. It may be so fast now that the progress bar is meaningless. On Sun, Jul 21, 2024, 19:57 Art Chime

Re: [GNC] Consolidated billing of two credit cards

2024-07-07 Thread Steve Butler
I presume the two CC accounts are in the Liabilities section. My approach depends on if I can download the transactions separately. If so, I would create a parent placeholder Liability account for that bank and move both CC accounts under it. At payment time write it against your checking accoun

Re: [GNC] Problem with Online Quotes/Price Database

2024-06-14 Thread Steve Barru
seems to work now. Thanks again for the assistance. Best, Steve On Sat, Jun 15, 2024 at 9:06 AM Kalpesh Patel wrote: > There is more than one way to install it, thankfully. > > With the procedure I provided, it least keeps screen output intact to > denote or capture the error w

[GNC] Problem with Online Quotes/Price Database

2024-06-12 Thread Steve Barru
exceptionally technical. Thanks for any help with this. Best, Steve -- steve barru photographs <http://stevebarru.com> Mobile: +84 393 022 059 Hoi An, Vietnam ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferen

Re: [GNC] Merge amounts in report

2024-04-20 Thread Steve Butler
The only way I know is to select both (all such) in a transaction report. Then produce the grand total. You would have to setup the options to get the specifics how you want them. On Fri, Apr 19, 2024, 20:00 Bruno Sampaio Alves wrote: > I have some expenses accounts that hold the same name (for

Re: [GNC] What account name do you use to record the apartment/house expenses related to the building?

2024-04-16 Thread Steve Butler
On Tue, Apr 16, 2024, 10:49 john wrote: > > > > On Apr 14, 2024, at 17:45, Oleander via gnucash-user < > gnucash-user@gnucash.org> wrote: > > > > Hello, > > is "Housing" a proper account name if I want to include only my > apartment expenses like Rent/Mortgage and Repairs&Maintenance? I'd like to

Re: [GNC] Can't open old GnuCash file

2024-02-15 Thread Steve Butler
Can you install version 4.x on your box and try again. Maybe even a 3.x. On Thu, Feb 15, 2024, 17:01 MegaBrutal wrote: > Hello, > > I've been using GnuCash between 2015 to 2017 to help to straighten out > my personal finances. Due to changes in my life, my transaction count > increased signific

Re: [GNC] GnuCash with Interactive Brokers

2024-02-05 Thread Steve Butler
That is true for the first time. After that it will learn the matches you make and only ask for new ones. On Tue, Feb 6, 2024, 16:35 km22 via gnucash-user wrote: > Thanks. > > > Upon importing the OFX I am prompted to match the different bonds in the > statement with the relevant asset in GnuCa

Re: [GNC] Automatic account match doesn't work when import transactions

2024-02-03 Thread Steve Butler
Which import? CSV? On Sun, Feb 4, 2024, 13:04 Jediator wrote: > I couldn't get the automatic account match to work when importing > bank/credit card transactions to GC. Is there anyway to manually create > the matching rules? Thanks! -- JC > ___ >

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

2024-01-15 Thread Steve Butler
I do it every OFX import. Works well. Ubuntu 23.10. GnC 5.4-117. Need anything else? BTW, works fine, the right click. On Mon, Jan 15, 2024, 21:12 Christopher Lam wrote: > Has anyone tried right click the relevant transaction(s) in the ofx or csv > import assistant? > > On Tue, 16 Jan 2024

[GNC] gnu-cash users to meet in person?

2024-01-07 Thread Steve Freeman
ravel occasionally to New York (especially Westchester), New Jersey, Philadelphia, Vermont and Boston and would be happy to meet with any users in any of these areas. Thanks, Steve ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscri

Re: [GNC] Transaction not showing as reconciled when it should be.

2023-11-20 Thread Steve Butler
I suspect you have a transaction for the £107.29 that has already been reconciled when it shouldn't have been. Probably for a different date. Go get a transaction report for this account and sort by reconcile date. Look at transactions reconciled after the last good reconciliation date. I once

[GNC] All Saved Reports Return Empty

2023-10-31 Thread Steve Isenberg via gnucash-user
un returns empty. Nothing works, but there are no errors. I tried editing a couple of them, but that did not help. I even tried creating a new report, but that did not help either. How do I fix this issue? Thanks in advance Steve ___ gnucash-user mailing li

Re: [GNC] I need basic help

2023-10-19 Thread Steve Butler
On Wed, Oct 18, 2023, 23:04 Edwin Booth wrote: > Steve, > > Thanks for getting back to me! > > It seems that I need to first delete my newly downloaded file from GnuCash > and re-import it but first assign all the > Yes, remove those transitions or restore to a pre-import

[GNC] Sorry, first post: frequent imports always requiring intervention

2023-09-28 Thread Steve Freeman
iring intervention. Some of these are repeated transactions, e.g. Apple.Com/Bill $5.32. Is there some way to teach GnuCash to accept these? Thank you for any help. Steve ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscri

[GNC] frequent imports always requiring intervention

2023-09-28 Thread Steve Freeman
When I import transactions (using csv) about 10% do not import, i.e. show up in red as requiring intervention. Some of these are repeated transactions, e.g. Apple.Com/Bill $5.32. is there some way to teach GnuCash to accept these? Thank you for any help. Steve - Steven F. Freeman

[GNC] Frequent imports always requiring intervention

2023-09-28 Thread Steve Freeman
When I import transactions (using csv) about 10% do not import, i.e. show up in red as requiring intervention. Some of these are repeated transactions, e.g. Apple.Com/Bill $5.32. Is there some way to teach GnuCash to accept these? Thank you for any help. Steve - Steven F. Freeman

Re: [GNC] get quotes via gnucash-cli for unknown quote source

2023-08-23 Thread Steve Butler
Not on this thread. Create a new subject and ask. On Wed, Aug 23, 2023, 21:08 jackielou wong wrote: > Hello there > > Can i ask for importing 100 transactions using csv. > > On Thu, Aug 24, 2023, 12:00 PM john wrote: > > > > > > > > On Aug 23, 2023, at 02:26, Jascha K via gnucash-user < > > gn

[GNC] Description field, freezes

2023-07-30 Thread Steve Miller
Just noticed that someone else here reported (see below) the exact same problem I experienced after installing 5.3 GnuCash in Windows, weeks ago. And I thought I was the only one (I posted my frustration here several weeks ago) Subject: Re: [GNC] Unable to enter data in "Description" field of a Tr

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

2023-07-24 Thread Steve Butler
I tend to create these as Asset type accounts (I loan value to my buddy so this is Accounts Receivable or something for which I am to be reimbursed). That way a negative amount means I owe my buddy. It could also be a Liability account in that I borrowed from my buddy and it is an Account Payable.

Re: [GNC] Another try at "How to record payments for several items paid with a single transaction?"

2023-07-24 Thread Steve Butler
h each transaction. This way I have spotted some entries to wrong accounts and been able to fix them without changing to the other account. -- Steve On Mon, Jul 24, 2023, 02:39 Chris Green wrote: > Maybe I should put this a different way, the answers so far don't seem > to quite ad

Re: [GNC] Trouble building 5.3

2023-07-22 Thread Steve Butler
First I would upgrade those 191 packages. sudo apt update sudo apt upgrade Make sure everything upgradable was upgraded. Check that you have build-essentials. On Sat, Jul 22, 2023, 14:15 Simon Roberts wrote: > Hi all, I'm looking to build GNC 5.3 on my Ubuntu 20.04 box. I did this as > a tria

Re: [GNC] Income Statement versus Transaction Report

2023-07-19 Thread Steve Butler
Look on the currency tab if I remember correctly. On Wed, Jul 19, 2023, 20:25 David Cousens wrote: > Fred, > > You may need to look at the report options for the transaction report to > ensure > they match the settings used for the income statement report particularly > the > setting for beginni

[GNC] user groups that meet in person?

2023-07-14 Thread Steve Freeman
Are there any user groups that meet in person? I'd really like to occasionally work with others. Live in Connecticut, but travel to New York (especially Westchester), New Jersey and Philadelphia. Steve Freeman ___ gnucash-user mailing list gn

[GNC] GnuCash 5.3 autofill headaches

2023-06-27 Thread Steve Miller
Window 11 user here. I finally upgraded to the 5 series, 5.3 specifically. It all works great EXCEPT the autofill on the description in the register. I wish there was an option in the preferences to turn that OFF. I've spent more time playing around with that than I care to remember... things I e

Re: [GNC] Get Quotes under Ver 4.14 v 5.0 or 5.1 or 5.2 or 5.3

2023-06-27 Thread Steve Miller
mand prompt window > using perl as follows - perl "C:\Program Files > (x86)\gnucash\bin\gnc-fq-update" - you need double quotes around the file > path as it contains a space. > > On Tue, 27 Jun 2023 at 12:21, Steve Miller > wrote: > >> Ok, from searching around it

Re: [GNC] Get Quotes under Ver 4.14 v 5.0 or 5.1 or 5.2 or 5.3

2023-06-26 Thread Steve Miller
gnucash, just the main program app so no program in there w that name, so that's not helpful. I've looked in the gnucash documentation, but that provides no info as to how to run/execute that file. On Mon, Jun 26, 2023 at 6:21 PM David H wrote: > Steve, > > Try running C:

[GNC] Get Quotes under Ver 4.14 v 5.0 or 5.1 or 5.2 or 5.3

2023-06-26 Thread Steve Miller
*So I'm running Windows 11, for years have used GnuCash version 4.14. It also shows I'm using Finance:Quote 1.53. When I go to prices, to "Get Quotes" and click the button, it works fine, always has, still does.* *BUT, when I install any GnuCash 5.0 version, the "Get Quotes" button is grayed out

[GNC] "Easy" way to revert to default Gnucash?

2023-06-25 Thread Steve Miller
I'm currently using Windows 11 and GnuCash 4.14. Several years ago I installed a theme, something like leather dark, I really don't remember which one or where I got it, it took me seemingly forever to install it, I have zero memory of what I did. *Is there any easy way to go back to a "clean" de

Re: [GNC] Not getting any emails

2023-06-23 Thread Steve Butler
James, only you can determine what is important enough to warrant a backup. However, my philosophy is that everything I put on my computer, no matter how trivial, needs to be on a backup of some kind. So I look for backup strategies that get everything. That way I don't have to worry about indi

Re: [GNC] from James Baxter to do with bank charge

2023-05-11 Thread Steve Butler
Hey James, maybe I am not understanding your question. To me, this appears to be a bank service charge of some sort. That would be an expense to you so you need a expense account for that other side. Do you want to track different types of bank service charges? Such as: Monthly service charge.

Re: [GNC] ACCOUNTS tab - how to show today's balances

2023-05-10 Thread Steve Butler
Yes. Click on the down arrow on the right side of the header line. Choose "Present". You may also want "Total (Period)" if you don't close the books each year but want Expense and Income accounts to just show current year totals. On Wed, May 10, 2023, 18:22 Xe Roy wrote: > The TOTAL column

Re: [GNC] How to upgrade to 5.1 in Ubuntu

2023-05-08 Thread Steve Butler
I have been unable to find a reliable PPA that keeps up to date. It would be wonderful if someone could build GnC on launchpad. The best current solution is to compile it yourself. On Mon, May 8, 2023, 05:29 Roland Giesler via gnucash-user < gnucash-user@gnucash.org> wrote: > Hi all, > > I'm lo

Re: [GNC] Price Quotes

2023-04-19 Thread Steve Miller
Re the price quote issue w yahoo json, in the big picture is no biggie, cause alphaadvantage seems to work just fine, so will just switch all over tomorrow to that source... On Wed, Apr 19, 2023 at 7:06 PM Steve Miller wrote: > Running Version: 4.14 > Build ID: 4.14+(2023-03-25) >

[GNC] Price Quotes

2023-04-19 Thread Steve Miller
Running Version: 4.14 Build ID: 4.14+(2023-03-25) Finance::Quote: 1.53 *Never, ever got this before... did something break??? I've changed nothing! Help! Have always used Yahoo json...* [image: Screenshot 2023-04-19 190342.png] ___ gnucash-user maili

[GNC] Uninstalled 5.0, went to 4.14 gladly

2023-03-27 Thread Steve Miller
Installed 5.0 from 4.13 on Windows. Description field kept freezing. Couldn't download prices, told me I had an invalid install but when I went and did the checks, said I was fine. Wouldn't work. Has always worked for years. Uninstalled 5.0 and 4.14 works perfectly. Not worth the headache, remind

Re: [GNC] Help with downloading transactions.

2023-03-16 Thread Steve Brown
much luck. Steve On Thu, 2023-03-16 at 09:28 -0700, Stan Brown (using GC 2.6.19) wrote: > > On 2023-03-16 09:17, Steve Brown wrote: > > I've been using ofxget from ofxtools to download from my banks and > > broker. So long as your bank has a functioning OFX server, it &g

Re: [GNC] Help with downloading transactions.

2023-03-16 Thread Steve Brown
The command 'ofxget prof vanguard' seems to talk to the Vanguard OFX server. I get a profile response back. It appears that the ofxhome site tests the ofx servers almost daily and reports whether or not they are up. Steve On Thu, 2023-03-16 at 09:28 -0700, Stan Brown (using GC 2.6

Re: [GNC] Help with downloading transactions.

2023-03-16 Thread Steve Brown
I've been using ofxget from ofxtools to download from my banks and broker. So long as your bank has a functioning OFX server, it should work. There is a website with a comprehensive list of OFX server status at https://www.ofxhome.com/ Steve On Wed, 2023-03-15 at 20:17 -0400, Chip Reid

Re: [GNC] Using Plaid

2023-03-04 Thread Steve Brown
If you are referring to the file I store, it is the response from the OFX server and doesn't contain credentials.  If you are referring to the request, I'm using the keyring approach referred to by Sherlock. Steve On Fri, 2023-03-03 at 09:43 -0600, Tom Browder wrote: > On Fri, Mar

Re: [GNC] Using Plaid

2023-03-03 Thread Steve Brown
ws a functioning OFX server. I'd suspect that with the proper credentials, ofxget would happily download statements. Steve On Thu, 2023-03-02 at 21:05 -0500, Kalpesh Patel wrote: > Vanguard doesn't provide ability to download OFX formatted data as a > download > option but there

Re: [GNC] Using Plaid

2023-03-01 Thread Steve Brown
://services.quicken.com/ofx-secure-plus Third parties collecting your bank credentials and sniffing your financial traffic, what can go wrong? Steve On Tue, 2023-02-28 at 15:51 -0800, Jean Laroche wrote: > To me it's very different.  You're not giving a user name and a > password &

Re: [GNC] Migrating from PC to Mac

2023-02-16 Thread Steve Butler
Just copy the data file. No export/import needed. On Thu, Feb 16, 2023, 15:24 Martin Taylor wrote: > > I’ve got 4.13 installed and running on my PC, and I’ve also set up 4.13 on > my Mac. > > I’ve tried exporting the account tree and transactions from the PC to an > external drive and then impo

[GNC] Vendor account number on check

2023-02-06 Thread Steve Brown
record and get it placed on the check? Thanks, Steve ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC th

Re: [GNC] "Nested" Expense Category Report

2023-02-03 Thread Steve Cohen
Actually it's even worse than the example shown. Had there been no transactions at the top level Auto, then all the subcategories would show up without any indication that they were under the top level auto account. On Fri, Feb 3, 2023 at 3:37 PM Steve Cohen wrote: > I am trying to p

[GNC] "Nested" Expense Category Report

2023-02-03 Thread Steve Cohen
I am trying to produce a report of expenses that follows the tree structure of accounts under Expenses. For example, I'd like something like this: Auto $6.50 Fees $150.00 Gas $250.00 Parking $40.25 Repair and Maintenance $2000.00 Tolls $40.00 Total Auto$2486.75 Instead, I ge

Re: [GNC] Morgan Stanley Portfolio

2023-01-22 Thread Steve Brown
I was able to download the profile with ofxget from ofxtools and it promises to support investments. Good luck, Steve On Sun, 2023-01-22 at 06:29 -0500, Ed Greenberg wrote: > I have a portfolio at Morgan Stanley which generates some dividends, > income, cap gains distribution,

Re: [GNC] Importing csv files

2023-01-19 Thread Steve Brown
I've had very good results with this https://github.com/erikmack/qb-escape.git I had to back out the account code stuff in the most recent commit as it didn't work for my use case. The article referenced in the README was similarly helpful. Steve On Wed, 2023-01-18 at 19:29 -0600,

[GNC] Advice on investment accounts

2023-01-16 Thread Steve Hill
ignificantly more clunky and hard to use than it just being available on the account's own tab? Many thanks. -- - Steve ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists

Re: [GNC] GnuCash 4.900 Released

2023-01-11 Thread Steve Butler
This is an experimental pre-5.0 release. 4.13 is for everyday use until 5.0 comes out. On Wed, Jan 11, 2023, 13:11 wrote: > I see many references to GnuCash 4.900, but the website only has version > 4.13 (Windows). Am I missing something here? > > Thank you All > >

Re: [GNC] Fields present in invoices?

2023-01-03 Thread Steve Brown
do your own build, you are stuck with the taxinvoice.scm file that comes with the distribution. I now have a new default invoice that places the company and addressee properly in my window envelopes. On Tue, 2023-01-03 at 10:47 -0700, Simon Roberts wrote: > Steve, Adrien, thanks again. I t

Re: [GNC] Fields present in invoices?

2023-01-03 Thread Steve Brown
I've been wrestling with this too, specifically with regard to invoices. This is a rather lengthy comment. I hope it is useful. Also, if some of this is inaccurate, which is likely, please let me know. I've looked at the wiki and sifted through the code trying to understand how reports work. There

[GNC] Printing Invoices

2023-01-01 Thread Steve Brown
File->Print Invoice prints an opened invoice using the template at gnucash/report/reports/standard/invoice.scm. So does the Print Invoice button in the Find Invoice screen And ditto the Print Invoice in the heading of the View Invoice screen OTOH, Reports->Business->Printable Invoice just gives a

Re: [GNC] Feature request - prevent a transaction with todays date

2022-12-27 Thread Steve Butler
If I paid today and enter the transaction today it should have today's date on it. Especially if paid with cash. If I wrote a check I must be ready for them to go immediately to the bank and cash it On Tue, Dec 27, 2022, 10:52 Michael or Penny Novack < stepbystepf...@comcast.net> wrote: > > > >

Re: [GNC] Fidelity Investment

2022-12-24 Thread Steve Brown
fidelity account. When trying to download I've generally had bad luck with aqbanking. I have successfully downloaded ofx files with ofxtools' ofxget from Fidelity and then imported the file. Steve ___ gnucash-user mailing list gnucash-user@gnuc

Re: [GNC] Improvement suggestion

2022-12-22 Thread Steve Butler
Backup is a system function. You need to plan that for all your data beyond just GnuCash. You can do a simple Save As to put that data in another spot. But that leaves your spreadsheets unprotected. On Thu, Dec 22, 2022, 16:36 Daryl Hillgrove wrote: > Can a simple backup function be added to

Re: [GNC] What accounts should I reconcile?

2022-12-19 Thread Steve Butler
What would it mean to reconcile an account for which there is no external "authority"? I can't think of one. Now, I did reconcile the interest paid for my mortgage for the year as it was in a dedicated account: Expenses:Interest:Mortgage and the mortgage company sent me a statement for my YTD in

Re: [GNC] QIF Import troubles

2022-12-15 Thread Steve Silva via gnucash-user
Hi Kalpesh, Thank you for the very thoughtful insight into this process.  I will review it again and see if I can get some traction. SteveOn Thursday, December 15, 2022 at 11:30:49 AM CST, Kalpesh Patel wrote: Steve,   I went through this process of converting Quicken data into

Re: [GNC] QIF Import troubles

2022-12-14 Thread Steve Silva via gnucash-user
rs of data and try to correct it.  Trying to get away from quicken sure is a chore and I am not going to pay for their program every year.  I appreciated your time. Steve On Wednesday, December 14, 2022 at 12:11:07 PM CST, David Carlson wrote: Hi Steve, As Michael suggested, it is bes

Re: [GNC] QIF Import troubles

2022-12-13 Thread Steve Butler
That is the classic double entry bookkeeping system that GnuCash uses. If you don't want that you need to use some other software. On Tue, Dec 13, 2022, 16:35 Steve Silva via gnucash-user < gnucash-user@gnucash.org> wrote: > Hi All, > I am trying out gnucash to replace Quicken

[GNC] QIF Import troubles

2022-12-13 Thread Steve Silva via gnucash-user
same amount.  I have tried various permutations of exporting and importing but these split transactions keeps showing up.  Is there someone who has seen this issue and figured out a way around it? Thanks, Steve ___ gnucash-user mailing list gnucash-user

Re: [GNC] Why doesn't GnuCash have an Export function?

2022-12-05 Thread Steve Thompson
ted, this is high on my list. Regards, Steve Thompson On 12/4/2022 9:50 PM, Michael or Penny Novack wrote: But, to the question, now that we have covered the problem that brought me to this question: Why doesn't GnuCash have an export functions so that one can more easily migrate fro

[GNC] Why doesn't GnuCash have an Export function?

2022-12-04 Thread Steve Thompson
grate from Gnucash's data format to another system used by one's CPA. Regards, Steve Thompson Indy area USA ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org

Re: [GNC] Description list

2022-06-29 Thread Steve Elstad
In my simple mind, to do autocomplete you are looking up the entered values in a list for a closest match. Seems you could export that list? Steve -Original Message- From: gnucash-user On Behalf Of Jeff Sent: Wednesday, June 29, 2022 5:16 PM To: gnucash-user@gnucash.org Subject: Re

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