Re: [GNC] Online Help manual CSV import section is out of date

Hi David, perhaps you can do it slightly different. I agree to remove all the technical details. But you should insert a small tutorial with: Import in small chunks. Assign the proper account while importing to teach teach Bayes. Verify your data after each import. Save often! Other user misunder

Re: [GNC] Online Help manual CSV import section is out of date

Frank That sounds like a good way to deal with it. I will try and put an appropriate patch in place in the next week or two. David On Wed, 2022-07-27 at 10:12 +0200, Frank H. Ellenberger wrote: > Hi David, > > perhaps you can do it slightly different. I agree to remove all the > technical deta

Re: [GNC] Trading accounts

This has confused me. Is the recent thread titled " [GNC] Evil Lots Behavior" about lots or trading accounts? On Wed, Jul 27, 2022 at 12:10 AM David T. wrote: > David C. > > Trading accounts are not the same as lots. Different concept, different > code. Just a for instance: trading accounts are

Re: [GNC] Trading accounts

Lots. (And they aren't really evil, just wilful). ;--)) Geoff = On 27/07/2022 8:36 pm, David Carlson wrote: This has confused me. Is the recent thread titled " [GNC] Evil Lots Behavior" about lots or trading accounts? On Wed, Jul 27, 2022 at 12:10 AM David T. wrote: David C. Trading

[GNC] Online Help manual CSV import section is out of date

>* the original remains in the Tutorial and Concepts Guide. It should have been *>* removed...* David, Thinking about this again. How about a section which imports the tutorial transactions from csv referencing the help manual? Maybe an export/import with multi-splits. It would complement the res

Re: [GNC] Trading accounts

The thread I started, with the title "Evil Lots Behavior" was about the Gnucash *Lots* feature, which is designed to "assist" users in the management of individual lots of stock and mutual fund shares. (For the record, the lots feature will change reconciled gains transactions without notificati

Re: [GNC] Trading accounts

Geoff, Changing values of reconciled transactions without notice renders a book completely unreliable for any accounting purpose. If that's not evil, what is? David T. On July 27, 2022 2:46:34 PM GMT+03:00, Geoff wrote: >Lots. > >(And they aren't really evil, just wilful). > >;--)) > >Geoff

Re: [GNC] Evil Lots Behavior

I guess I must have read the manual before all those detailed descriptions about documenting stock sales were added, because I only recall a few terse sentences, which did not include lots. I do not recall any written warning about the circumstances where tracking expenses and commissions were inc

[GNC] Single Account Expenses For Current Year Only

I want add up all my medical expenses from Jan. 1, 2022 up to today. How do I do that? I tried several different reports and all they gave me was the account balance as of today. I just want what was spent so far for this year. And before you ask I set the date range from 1/1/2022 to "today" in

Re: [GNC] Single Account Expenses For Current Year Only

Jack, That is the advantage of "Tools/Close Book". If you do that each year, the account balances are the YTD totals. If you have grouped all your medical expenses under a parent account that will be the grand total as well. This way you don't even need a report. It's probably to late now, b

Re: [GNC] Single Account Expenses For Current Year Only

I can think of three ways: 1.  On the Accounts tab use the down arrow on the far right to add the "Total (Period)" column (and any others you want such as "Present"). 2.  Run the Profit/Loss statement for the period of time desired and the account values will show for the period. 3.  Use th

Re: [GNC] Single Account Expenses For Current Year Only

On 7/27/22 12:15, Jack Frillman via gnucash-user wrote: I want add up all my medical expenses from Jan. 1, 2022 up to today. How do I do that? I tried several different reports and all they gave me was the account balance as of today. I just want what was spent so far for this year. And before

Re: [GNC] Single Account Expenses For Current Year Only

Stephen, He could have one account, but he could also have accounts for Hospital, Doctors, Dentists, Prescription, Medical Travel, etc. These could all be under a parent account, Medical, but everyone is different and they may not be. Thank You, Gyle McCollam Gyle McCollam gmccol...@live.co

Re: [GNC] Single Account Expenses For Current Year Only

In which case, the transaction report option would be the best way to get what he wants. On 7/27/22 13:21, Gyle McCollam wrote: Stephen, He could have one account, but he could also have accounts for Hospital, Doctors, Dentists, Prescription, Medical Travel, etc. These could all be under a pa

Re: [GNC] Single Account Expenses For Current Year Only

Can I do that every time my records disagrees with someone elses? Some how I think not. On 7/27/22 3:58 PM, Gyle McCollam wrote: Jack, That is the advantage of "Tools/Close Book".  If you do that each year, the account balances are the YTD totals.  If you have grouped all your medical expenses

Re: [GNC] Single Account Expenses For Current Year Only

Yes. I have a parent account with various sub accounts to separate vision from dental etc. On 7/27/22 4:10 PM, Stephen M. Butler wrote: On 7/27/22 12:15, Jack Frillman via gnucash-user wrote: I want add up all my medical expenses from Jan. 1, 2022 up to today. How do I do that? I tried sever

Re: [GNC] Single Account Expenses For Current Year Only

I have numerous sub accounts under a parent account. I am working with one of the sub accounts. On 7/27/22 4:21 PM, Gyle McCollam wrote: Stephen, He could have one account, but he could also have accounts for Hospital, Doctors, Dentists, Prescription, Medical Travel, etc. These could all be un

Re: [GNC] Single Account Expenses For Current Year Only

Jack, I use the same setup, including health fund/medicare rebates. The transaction report gives me subtotals by account/sub-account and a grand total at the bottom - sounds like what you're looking for. Cheers David H. On Thu, 28 Jul 2022 at 07:18, Jack Frillman via gnucash-user < gnucash-user

Re: [GNC] Single Account Expenses For Current Year Only

On 7/27/2022 4:21 PM, Gyle McCollam wrote: Stephen, He could have one account, but he could also have accounts for Hospital, Doctors, Dentists, Prescription, Medical Travel, etc. These could all be under a parent account, Medical, but everyone is different and they may not be. Thank You, Gy

Re: [GNC] Single Account Expenses For Current Year Only

To All: The transaction report gave me what I was looking for. Thanks, Jack On 7/27/22 5:30 PM, David H wrote: Jack, I use the same setup, including health fund/medicare rebates.  The transaction report gives me subtotals by account/sub-account and a grand total at the bottom - sounds like

Re: [GNC] Trading accounts

This is one side of the story. For another view of things you might take a look at https://www.mathstat.dal.ca/~selinger/accounting/tutorial.html. You could also look at https://www.mathstat.dal.ca/~selinger/accounting/gnucash.html which is outdated but still might be useful. If you want t

[GNC] lost file

I was working on a file and by mistake closed it and now can't find it again. Help! Virus-free. www.avg.com

[GNC] Constructiing pdf filename

Hello, I am stuck trying to use a windows registry string variable to customize the pdf output filename. I was able to add the correct registry location and added "filename-format" and "filename-date-format", rearrange the string from the default "%1$s-%2$s-%3$s" to "%3$s-%2$s-%1$s", and make it

Re: [GNC] lost file

Restart Gnucash, if your file doesn't reopen automatically click on the file menu - recent files are listed at bottom, click on the filename to have Gnucash re-open it for you. Cheers David H. On Thu, 28 Jul 2022 at 11:29, Mary Heckman wrote: > I was working on a file and by mistake closed it