Re: [GNC] Backup recovery

2019-02-09 Thread D via gnucash-user
That file name indicates that you opened, and saved, a backup of your main data file. You might not have intended to do this. See https://wiki.gnucash.org/wiki/FAQ#Q:_Why_is_my_file_name_getting_longer_and_longer.3F David On February 9, 2019, at 5:15 PM, Finbar Mahon wrote: Thanks, I read th

Re: [GNC] Struggling with Quicken import

2019-02-12 Thread D via gnucash-user
That is a fair interpretation, since that's what the wiki says. However, it would appear that the wiki is in need of some correction. I'm not sure, but that wiki language may have resulted from a writer's misunderstanding of the different import vectors, with one writer assuming that account st

Re: [GNC] how do I choose no file to open when opening gnucash?

2019-02-13 Thread D via gnucash-user
Invoke Gnucash from a terminal window with the --nofile option. On February 13, 2019, at 6:59 PM, dthayer wrote: I use gnucash for several businesses, using OS X. gnucash always opens most recently used data file. I gather there is a "no file" option from other posts. how do I set up that pref

Re: [GNC] Fwd: Relative paths in transaction associations

2019-02-15 Thread D via gnucash-user
Justin, Probably, your best bet is to dig in to the data file directly and change the entries there. NOTE: editing your data file directly can be risky. Always work on a backup copy!!! How you go about this depends on the way you have your data stored (XML, database). XML is straight text,

Re: [GNC] Struggling with Quicken import

2019-02-16 Thread D via gnucash-user
. David Carlson On Sat, Feb 16, 2019 at 7:47 PM dmacklewis wrote: > Derek Atkins-3 wrote > > D via gnucash-user < > > > gnucash-user@ > > > > writes: > > > > > > Please remember to CC this list on all your replies. > > You can do this by

Re: [GNC] Struggling with Quicken import

2019-02-17 Thread D via gnucash-user
As I said: nabble != lists.gnucash.org If you were to subscribe to the Gnucash list-- rather than nabble, you'd understand. On February 18, 2019, at 1:40 AM, dmacklewis wrote: Well actually I'm not on either a tablet or laptop. I am posting to the list through Nabble? on an Imac using the Fire

Re: [GNC] Memorized Transaction List

2019-02-18 Thread D via gnucash-user
Most users, having done their initial import, will have an existing account structure into which they fit incoming transactions. Thus, the need for repeated addition of accounts while importing is, in the long run, a diminishing requirement. That being said, it would be nice to streamline the a

Re: [GNC] Music Teacher: tracking balances owed from students

2019-03-05 Thread D via gnucash-user
Thanks! On March 5, 2019, at 8:14 PM, Adrien Monteleone wrote: Sure, I’ll be out today for Mardi Gras but I should have it up tomorrow. Regards, Adrien > On Mar 5, 2019, at 12:19 AM, David T. wrote: > > Adrien, > > > Any chance you might add these tips to the Using Gnucash wiki page? "Si

Re: [GNC] Fwd: Bonus share entry

2019-03-06 Thread D via gnucash-user
As David says, tab is your friend here. As far as the valuation goes, the additional shares, when added at zero cost to you, will serve to reduce the overall cost basis of the position, which will be reflected in the gain amount when you sell. At least, that's how I understand it. If they are

Re: [GNC] Fwd: Bonus share entry

2019-03-06 Thread D via gnucash-user
Chris, That's a bad idea. It messes up the lots as you note, it screws up the acquisition dates (important for tax purposes in the US), and ultimately it's not what happened. Since it is possible to add zero cost shares using tab (instead of enter), there is no reason to use this approach. You

Re: [GNC] Still can't update price quotes

2019-03-08 Thread D via gnucash-user
How many quotes are you attempting to retrieve? If it's more than five, you're likely to run into Alphavantage's throttling. That is a major reason why many users switched onward to Yahoo-json. David On March 8, 2019, at 11:25 PM, rmcas...@gmail.com wrote: Hi, I'm having the same problem. Al

Re: [GNC] Removing myself from this mailing list

2019-03-11 Thread D via gnucash-user
Seriously. Read the bottom of the message and follow the instructions. On March 11, 2019, at 8:17 PM, Clair Garman wrote: How can I remove myself from this mailing list?? -- __ ___

Re: [GNC] HELP! No lock!?

2019-03-13 Thread D via gnucash-user
Well, I find it much simpler to click "Open anyway" since I know no one else has my Gnucash file open. On March 14, 2019, at 12:01 AM, Jack Slater wrote: Hi Derek - I used Tom's answer: Simple fix. Close GNUCash. Use File Explorer to navigate to your GC data folder. Near the bottom you'll see a

Re: [GNC] Using a mysql database?

2019-03-13 Thread D via gnucash-user
If you're hoping that the db version is going to load faster, you should probably abandon that. As I have been told, the startup for the db isn't faster because Gnucash still loads the entire file into memory at startup. Saves are instant, though. On March 14, 2019, at 12:11 AM, Jacob Larsen w

Re: [GNC] Example of multi-split feature of CSV importer?

2019-03-18 Thread D via gnucash-user
Michael, Adrien, Section 4.3 in the Guide is titled "Simple vs. Split Transactions" and explains in some detail what is meant. Perhaps the language there is not clear enough (improvements always welcome!), but it's not true that this isn't defined or explained. David On March 19, 2019, at 4:

Re: [GNC] The Meaning of Split (previously Example of multi-split feature of CSV importer?)

2019-03-21 Thread D via gnucash-user
It seems circular to say that there is a distinction between a simple and compound transaction, and then say a simple transaction is a special case compound transaction. Then we're back at defining the difference between, say, a "split" transaction versus a "multi-split" transaction, which we're

Re: [GNC] Tweak of Memorized Transactions

2019-03-25 Thread D via gnucash-user
Ken, You're missing the point here. Dale is pointing out an implementation that automatically copies hidden (and transaction-specific) information from one transaction to the next. This annoying feature is what Liz was referring to when she said she'd purchased many washing machines: the inform

Re: [GNC] Investment account import

2019-03-27 Thread D via gnucash-user
My hierarchy is rather deep; my investment (commodity) accounts are down several levels. Assets:Investments:Taxable:David:Schwab:AAPL for example. Another example might be Assets:Investments:Untaxed:David:IRA:Regular IRA:Schwab:AAPL This means that my accounts will show separate holdings of App

Re: [GNC] Sorting accounts

2019-03-29 Thread D via gnucash-user
Or, you could use the account numbering field... I was under the impression that you could click on the account name heading in the Chart of Accounts, and it would sort by that column. Not being at my machine right now, I can't confirm that, though. David On March 29, 2019, at 9:01 PM, Gregory

Re: [GNC] Sorting accounts

2019-03-29 Thread D via gnucash-user
You can add the account number field to the Chart of Accounts display*, and then sort by that the same way. That's how I have it. David * - click the triangle at the right of the COA window to see the many different field you could display. On March 29, 2019, at 10:39 PM, Matthew Andrews wro

Re: [GNC] Query

2019-03-31 Thread D via gnucash-user
Thomas, There is no easy way to do this. If I were in your shoes, I'd start by upgrading to the latest version, 3.4. Then, I'd run a balance sheet report for today and print that. Next, I'd create a balance sheet as of 12/31/2014 and print that. Then I'd filter all my data to show only after 1

Re: [GNC] move files into sub folder

2019-04-13 Thread D via gnucash-user
Alternatively, after creating the subfolder, open Gnucash (which will open your last file automatically), select File->Save As, and save your file to the new subfolder. Exit Gnucash and verify that your file its in its new location, and then clear out the old folder. David On April 14, 2019, a

Re: [GNC] Don't understand why I have what I have

2019-04-13 Thread D via gnucash-user
This. On April 14, 2019, at 10:44 AM, Adrien Monteleone wrote: I understand you don’t care for the official documentation, but how much frustration have you endured by not reading it and just trying to plow through? How many times have you asked for help or for understanding that would have

Re: [GNC] Run GnuCash Upgrades Side-by-side With Older Versions

2019-04-15 Thread D via gnucash-user
Two logins? On April 15, 2019, at 11:09 PM, David Carlson wrote: Greg, The only way I know is to use two different computers and two different data files. David Carlson On Mon, Apr 15, 2019, 11:00 AM Greg Feneis wrote: > Win 7-64, GnuCash 6.2.21 > > Hi Folks, > > Is there a way to install

Re: [GNC] Column Width

2019-04-18 Thread D via gnucash-user
Which is again covered in the documentation at https://www.gnucash.org/docs/v3/C/gnucash-guide/chapter_txns.html#txns-register-oview On April 18, 2019, at 3:59 PM, Art Chimes wrote: Another date tip: You can increment/decrement your date using the plus and minus keys. > Message: 1 > Date: Wed

Re: [GNC] Entering paycheck details of Employer sponsored deductions

2019-04-20 Thread D via gnucash-user
I track various such items on my own books. I probably wouldn't have separate accounts for the mandatory and the voluntary contributions; they are calculated as one. I would enter each contribution type as a separate split, though. That's how I've done it myself. For what it's worth, I enter e

Re: [GNC] Entering paycheck details of Employer sponsored deductions

2019-04-20 Thread D via gnucash-user
h the institution's every time is extremely low. I gave up on that long ago, and instead enter such information from the statement. David On April 20, 2019, at 6:27 PM, D via gnucash-user wrote: I track various such items on my own books. I probably wouldn't have separate accounts fo

Re: [GNC] Quicken import and duplicate records

2019-04-27 Thread D via gnucash-user
Priit, I suspect you imported the transactions for Swedbank, and then imported ones from LHV, correct? When you do this, you must ensure that you take the time in the second import to ensure that the transaction from Swedbank to LHV is matched to the transaction from the first import. They ar

Re: [GNC] Changing account tree on large database

2019-04-27 Thread D via gnucash-user
Good points, Greg. I believe that echoes what the wiki says on the subject. David On April 27, 2019, at 8:01 PM, Greg Feneis wrote: Alternatively, Cricket, instead of exporting from Quicken, then arranging things as you like, then importing to GnuCash, or some variation of that, you could make

Re: [GNC] Tips for reporting

2019-04-27 Thread D via gnucash-user
Maf, The transaction report capabilities have changed dramatically between 2.x and 3.x, so the OP would need to be using 3.5 to get those features. But otherwise you are correct. David On April 27, 2019, at 9:29 PM, "Maf. King" wrote: On Saturday, 27 April 2019 15:53:38 BST V. Vatsal via gnu

Re: [GNC] Account remains red after void that would put it in black

2019-05-01 Thread D via gnucash-user
Jeff, Assuming that you're referring to the figures in the reconciliation window, I have noticed that issue as well. It seems that once they are displayed as red, the color setting is never revisited. I just ignored it, knowing that the color was wrong; since a red zero (I never knew that ze

Re: [GNC] De-Reconciliation Settings

2019-05-01 Thread D via gnucash-user
On May 1, 2019, at 11:55 PM, Adrien Monteleone wrote: >Justin, >> On May 1, 2019, at 11:46 AM, Justin Vallon wrote: >> >It is trivial to re-reconcile a period if the edit was minor and you do this >quickly after the edit. (which is why the warning is there, and probably >should not be t

Re: [GNC] QFX vs OXR/QXF

2019-05-15 Thread D via gnucash-user
Alton, On May 15, 2019, at 10:12 PM, Alton Brantley wrote: >You should be aware that the OFX import will use the posting date only as its >import date. Your statements will list the transaction date, so your >statements and your ledger will not match directly. I don't understand. First off,

Re: [GNC] Manual Exchange rates

2019-05-15 Thread D via gnucash-user
The price database allows a user to track, roughly speaking, the value of a holding in a different commodity. For example, a user might purchase a stock at 10 per share. Whilst owning this stock, the price goes up to 15. The user may wish to have a sense that the potential value of her holding h

Re: [GNC] Upcoming report deprecation

2019-05-18 Thread D via gnucash-user
Steve, Do you use any of these reports? If not, then you won't suffer from the loss. The whole point of hiding these reports is that they aren't generally used. David On May 18, 2019, at 9:27 PM, "Stephen C. Camidge" wrote: How will this work for those of us who do not use a command line? A

Re: [GNC] Upcoming report deprecation

2019-05-18 Thread D via gnucash-user
Well, as a Mac user, you can run Gnucash from a terminal prompt and add the switch, if that's what you want. In my 13 plus years of using Gnucash, I've never needed these reports. David On May 18, 2019, at 10:50 PM, "Stephen C. Camidge" wrote: I am a Mac user - I like options. No, I do not u

Re: [GNC] Export from Android can't open XML on Windows

2019-05-20 Thread D via gnucash-user
Not sure, but XBT is not listed as a valid ISO4217 code, so it's likely Gnucash doesn't like it. What would you use it for? What did you use it for last July 29th? David On May 20, 2019, at 11:35 PM, dragospuri wrote: >Ok. I believe I have found it. It wasn't a transaction, but a . >Removing

Re: [GNC] Upcoming report deprecation

2019-05-21 Thread D via gnucash-user
Adrien, I'll note that Geert's proposal only requires the user to add a switch at run time--i.e., "gnucash --extra". There is no need for the prospective report writer to recompile.I David On May 21, 2019, at 9:43 PM, Adrien Monteleone wrote: I’m in agreement there. If someone did take the

Re: [GNC] Upcoming report deprecation

2019-05-24 Thread D via gnucash-user
Just noting that when I suggested originally that these reports be stored on the wiki, rather than in the application, I was told unequivocally that the wiki was NOT the proper place for these files. On May 24, 2019, at 9:51 PM, Derek Atkins wrote: Hi, On Fri, May 24, 2019 12:12 pm, Adrien Mo

Re: [GNC] Odd Error

2019-06-25 Thread D via gnucash-user
Chris, Could you explain what the error is telling me with regard to option 7 and option 2? Perhaps the error might be refactored to give the user a little more context? Like, maybe to say which option is in play? Furthermore, I'm not sure what you're asking me to provide. Do you want the ent

Re: [GNC] Disappointing Screen Display on Windows

2019-06-29 Thread D via gnucash-user
Geert, Thank you. That was the problem. I don't remember setting those preferences! David On June 29, 2019, at 1:51 PM, Geert Janssens wrote: Op zaterdag 29 juni 2019 09:25:59 CEST schreef D T via gnucash-user: > Hello, > > I thought I’d follow up on a thread I started a little ways back abou

Re: [GNC] Balance sheet report period

2019-07-02 Thread D via gnucash-user
Rich, Although it might not be fully clear, the Guide states that the Balance Sheet report "provides totals as of a given date." Therefore, there is no starting date; it covers everything up to the date you provide. That is how it is designed and how it is meant to be. Best, David On July 3,

Re: [GNC] Bulk export/import of transactions?

2019-07-05 Thread D via gnucash-user
Eric, In version 3, there is an export to csv that can be used, I believe. Before you do that however, perhaps you could explain why you say you cannot change or correct the problems? Maybe those problems aren't as intractable as you think. It's been my experience that most any problem can be f

Re: [GNC] Fwd: how to copy "Customers Overview" table for spreadsheet.

2019-07-08 Thread D via gnucash-user
Sorry. I thought I hit Reply All. On July 9, 2019, at 1:07 AM, Greg Feneis wrote: Seems like the following was meant for the OP. Kind regards, Greg Feneis (Pixel 3) -- Forwarded message - From: Date: Mon, Jul 8, 2019, 11:07 Subject: RE: [GNC] how to copy "Customers Overview"

Re: [GNC] Fwd: how to copy "Customers Overview" table for spreadsheet.

2019-07-08 Thread D via gnucash-user
Oh. Sorry for the noise. I clearly misunderstood. David On July 9, 2019, at 1:17 AM, Adrien Monteleone wrote: David, The OP was asking about the Customer Overview, not Customer Summary Report. The Customer Summary Report doesn’t show the same info as the Customer Overview. Notably, customer

Re: [GNC] Concern with the lengthy list of "Known Issues"

2019-07-21 Thread D via gnucash-user
I'll chime in here to say that I've had no significant problems using 3.4 or later. I've been using Gnucash for many years, and recently moved from using a Mac to using Windows. That transition left a few preferences for me to rediscover, but otherwise was smooth. As for the migration of settin

Re: [GNC] Use of "dash" as a Separator Character

2019-07-23 Thread D via gnucash-user
Derek, I don't know about renaming, but you certainly can move them! I've had my Imbalance accounts placed in a different top level account (Special Accounts) for years. David T. On July 23, 2019, at 9:13 PM, Derek Atkins wrote: I don't think that would work. If you change a name of the crea

Re: [GNC] Use of "dash" as a Separator Character

2019-07-23 Thread D via gnucash-user
It uses the existing ones. I wouldn't have mentioned it otherwise. On July 23, 2019, at 11:20 PM, Adrien Monteleone wrote: What happens if you accidentally trigger Imbalance or Orphan, does they go to your custom accounts or does GC re-create them? Regards, Adrien > On Jul 23, 2019, at 12:36

Re: [GNC] Bar chart reports

2019-07-27 Thread D via gnucash-user
John, The chart reports include an option on the Display tab, Show table, which will include the data table. Checking that option displays the data upon which the chart is built. Then you can copy and paste those data directly into your spreadsheet. David On July 27, 2019, at 2:15 AM, John Gr

Re: nomenclatural clarification - parts of a transaction

2017-09-14 Thread D via gnucash-user
George, A transaction will have a note always. A transaction in Gnucash by definition has at least two splits, but may have more. Common usage is to refer to a transaction with *more* than two splits as a "split" transaction. Chapter 2 in the guide covers this. HTH, David On September 14, 201

Re: Can't print checks or reports using gnucash

2017-10-03 Thread D via gnucash-user
Ah, sorry John. I wish I could say I live up to your standards! Unfortunately, I was duped by the error message. I'm glad you are correcting my misinformation. Cheers, David On October 3, 2017, at 10:43 PM, John Ralls wrote: > On Oct 3, 2017, at 8:03 AM, David T. via gnucash-user > wrote: >

Re: importing

2017-10-06 Thread D via gnucash-user
Frank, Like the other David, on the other thread, it has been a while since I imported from Quicken. When I did, I was able to bring in everything in one huge pass. Gnucash properly created the many accounts and captured most of the transfers as well. Are you exporting each account from Quick

Re: command line QIF import

2017-10-15 Thread D via gnucash-user
Nelson, I don't see how a command line interface would help. Since QIF is a text file format, you could always just go through the source file with a text editor first to get your data in a ship shape state and *then* do the import. Or, use quicken to edit the transactions first. David On Oct

Re: Program hangs on Report Net Worth

2017-10-26 Thread D via gnucash-user
Hello Peter, You don't say which version you are trying, or which operating system. It's also not clear whether you had run this report in an earlier version without delays.I I will note, however, that what you are describing isn't technically "hanging", since the program continues to function

Re: Broken Search Link

2017-11-01 Thread D via gnucash-user
This is a known issue. You can use Google and specify the site to get reasonable results. Which page was this on? David On November 2, 2017, at 3:16 AM, Alan Whiteman wrote: Hi, The " search the gnucash-user Archives." link in the gnucash-user page is broken. The URL https://lists.gnucash.

Re: F::Q not working... any ideas for workaround ?

2017-11-04 Thread D via gnucash-user
Brad, GB, This is an approach that would be difficult to do on a Mac, since users have to specially compile Gnucash to include python bindings. I don't know about for Windows, but it may be an issue there, too. Long term, that may be a viable approach, but if you're going to go that route, usi

Re: stock price retrieval not working

2017-11-05 Thread D via gnucash-user
Dino, This is known. Apparently, Yahoo has disabled quote retrieval for many users, and this is true for the tool that Gnucash uses to retrieve quotes. We will all have to see what happens I this. David On November 5, 2017, at 5:37 PM, Dino Carubia via gnucash-user wrote: Installed latest v

Re: Alphavantage quotes working through F::Q, not through Gnucash

2017-11-12 Thread D via gnucash-user
Ok. In terminal, have you set ALPHAVANTAGE_API_KEY using an export command? That must be set *in the terminal session* in order to retrieve quotes in terminal. David On November 12, 2017, at 10:10 PM, Les wrote: >Yes, that is the path I used.  In the terminal, I changed to the path >you indi

Re: F::Q 1.45 AlphaVantage quote failure

2017-11-12 Thread D via gnucash-user
For what it's worth, my Mac is using 5.18 without problem with F::Q 1.45. David On November 13, 2017, at 3:15 AM, Erik Colson wrote: Greg Etling writes: > I'm on OSX Sierra, and I'd prefer not to try to overlay a new perl if at > all possible as I've already had to blow away one profile over

Re: F::Q 1.45 AlphaVantage quote failure

2017-11-12 Thread D via gnucash-user
AlphaVantage. Be sure to get the key in the right places. There are two, one for the app, one for command line. See the FAQ. David On November 13, 2017, at 6:50 AM, Greg Etling wrote: David, using alphavantage, or yahoo_json? The latter still works for me with 1.47. Greg 917-664-0083 http:

Re: How to find out which securities need to be switched from Yahoo to Alphavantage

2017-11-13 Thread D via gnucash-user
See below. On November 13, 2017, at 9:02 PM, David Carlson wrote: >I have been using GnuCash for many years and there are many securities in >my file that I no longer own, but I may or may not have discontinued >downloading their prices.  In trying to get my Alphavantage source working, >it app

Re: How to find out which securities need to be switched from Yahoo to Alphavantage

2017-11-13 Thread D via gnucash-user
I wrote a script to entirely replace your price history with monthly prices for the time you own a stock or mutual fund. It is available on github, but it's strictly unsanctioned, since it modifies the data file directly. I don't know whether the latest issues with F::Q affect it or not. Googlin

Re: Bank reconciliation

2017-11-13 Thread D via gnucash-user
The importer cannot manage multiple split transactions, so it does the only thing it can--it puts the entry to imbalance. Once there,the imbalance split is just another split to Gnucash, so subsequent adjustments have to address the imbalance split. To add correct info to such a transaction, I p

Re: Unable to open 2nd set of accounts on one MacBook Pro

2017-11-24 Thread D via gnucash-user
Michael, your "shortcuts" are essentially the command line entry I provided. The OP could put that in a text file and make it executable on a Mac, for sure. It's a little more involved to set up. They are both still methods to work around a default behavior that many users find surprising, espe

Re: Unable to open 2nd set of accounts on one MacBook Pro

2017-11-24 Thread D via gnucash-user
Actually, I believe the Mac situation *is* unique, in that a user cannot double click a Gnucash file from the operating system and have Gnucash open that file. Maybe it is also this way on Windows and Linux, but that is not my understanding. In this "point and click" world, people expect that wh

Re: What does "Update and Reconcile" update?

2017-12-11 Thread D via gnucash-user
U+R "updates and reconciles" the information in the transaction with the information in the OFX entry. If you like your information ( like the description), then choose R only. I usually prefer the latter. David On December 10, 2017, at 9:57 PM, Donald Pellegrino wrote: When importing transa

Re: Cannot edit opening balance

2017-12-14 Thread D via gnucash-user
Geert, That's a nice summary. It's a lot like what is in section 4.4 of the tutorial. David On December 14, 2017, at 1:59 PM, Geert Janssens wrote: Op donderdag 14 december 2017 07:41:03 CET schreef Carmelo Pagan: > I guess I stated the issue improperly. I was trying to edit the opening >

Re: New User to GnuCash

2017-12-14 Thread D via gnucash-user
Jack, Welcome to Gnucash, and welcome to this list. Before you tinker with the account structure in Gnucash, I strongly recommend that you read the Basics section in the Tutorial & Concepts Guide (available on the Gnucash website). The 4 chapters there will give you a better understanding of s

Re: New User to GnuCash

2017-12-14 Thread D via gnucash-user
Jack, You've heard it twice, and I'll repeat myself: go read at least the Basics section of the Tutorial. It covers LITERALLY every issue you've raised thus far. Once you've read those chapters, I think you'll be clearer about Gnucash and its use. David On December 15, 2017, at 12:11 AM, Ja

Re: Help finding Account Register

2017-12-21 Thread D via gnucash-user
Out seems to me that section 2.3 of the Tutorial & Concept Guide (The Basics: Interface) might help you out. David On December 22, 2017, at 6:49 AM, Dave Orsinger wrote: Thanks but that only gave me an Account Summary, not the Register (checking) account where I can post transactions. On 12

Re: Dealing with a large QIF file

2017-12-24 Thread D via gnucash-user
Gnucash creates the accounts because you and the transactions used those accounts. Personally, I prefer having all that "clutter," since it represents what happened. Accounting is supposed to track what happened, after all. Two points: first, you can hide accounts in the Chart of Accounts, which

Re: Correcting Opening Balances

2018-01-13 Thread D via gnucash-user
Richard, Many of us are using Gnucash for quite elaborate financial situations, so your fear that it can only handle "simple household transactions" is misplaced. Every transaction in Gnucash can be edited, so you need to explain to us what you tried to do that wasn't working. Opening balances,

Re: Are there plans for an export expansion?

2018-01-22 Thread D via gnucash-user
Rick, I can't speak for the developers, but I haven't heard anyone raise this before, so I don't think it's on anyone's agenda. That said, you might look at saving the file in SQL and using a database query to extract the data you seek. David On January 23, 2018, at 9:29 AM, Rick Copple wro

Re: Price Retrieval Failure

2018-01-23 Thread D via gnucash-user
Thanks. As I noted originally, my file was correctly configured and retrieving quotes from Alphavantage before the upgrade. Regardless, I had double checked that as well. Did you know that you can display the quote source for your securities on the main securities page? I didn't, before this.

Re: Price Retrieval Failure

2018-01-23 Thread D via gnucash-user
again after the upgrade? The update process overwrites that file. -derek Sent using my mobile device. Please excuse any typos. On January 23, 2018 1:08:36 PM D via gnucash-user wrote: > Thanks. As I noted originally, my file was correctly configured and > retrieving quotes from Alphavan

Re: File Format : XML v MySQL / postgres / sqllite

2018-01-27 Thread D via gnucash-user
Mike, There is nothing new as far as I know about the file formats. You are right that the primary benefit to using sql is being able to generate data sets from sql that can used in reports. Processing a data file is no quicker in sql, since it all gets loaded in at start up. Sql, moreover, add

Re: File Format : XML v MySQL / postgres / sqllite

2018-01-27 Thread D via gnucash-user
; With gnucash 3.0, piecash will also allow you to write your own reports > using si python and jinja2 (work in progress). > > For people interested to contribute, https://github.com/sdementen/piecash. > > > On Jan 27, 2018 18:27, "D via gnucash-user" > wrote: >

Re: Accuracy / Rounding issues - Difference between gnucash and broker account

2018-01-27 Thread D via gnucash-user
Yes. Fill in the amount and the shares, and let Gnucash calculate the price. It won't match the statement exactly (it never does, in my experience), but the price isn't really the part three Mayers; it's the other two that do. David On January 28, 2018, at 2:56 AM, Pawel Wocjan wrote: Hi, I

Re: Accuracy / Rounding issues - Difference between gnucash and broker account

2018-01-27 Thread D via gnucash-user
Ah. The wonders of autocorrect. "the part three Mayers" really makes more sense if it were written as "the part that matters." David On January 28, 2018, at 9:48 AM, D via gnucash-user wrote: Yes. Fill in the amount and the shares, and let Gnucash calculate the price.

Re: Subaccounts [WAS Re: Future allocated money vs Budgets]

2018-01-27 Thread D via gnucash-user
I'm glad you're going to look at documenting your suggestions in the Tutorial. I imagine they would fit as a special section in the budgets chapter. As for the idea of having formulas active in the register, I think that there are a number of issues that need consideration and addressing. First

Re: File Format : XML v MySQL / postgres / sqllite

2018-01-28 Thread D via gnucash-user
> With gnucash 3.0, piecash will also allow you to write your own reports > using si python and jinja2 (work in progress). > > For people interested to contribute, https://github.com/sdementen/piecash. > > > On Jan 27, 2018 18:27, "D via gnucash-user" > wrote: &

Re: Installation

2018-02-05 Thread D via gnucash-user
Jonathan, More to the point of files on your desktop: from what you have provided, I suspect the following. 1. You tell Gnucash to save your data on the desktop. 2. You do your work, save and exit Gnucash. 3. You take the saved file and move it to your cloud folder, and then delete all the othe

Re: Price Retrieval Failure, Part 2

2018-02-08 Thread D via gnucash-user
David, Thanks, but that's not it. I have my security editor window set up so that it shows the quote source, so I can see at a glance that every one of the 100-plus securities is set to Alphavantage. I think that tomorrow, when I have a little time, I'll create a small test file with one secur

Re: 13 Column Reporting Starting July ending June plus Total

2018-02-09 Thread D via gnucash-user
Roger, The reports system is not known for its general flexibility. Creating a new report (such as your 13 period report) would take writing that new report in the Scheme language, which is (contrary to its advocates) not a trivial matter. Compiling 13 iterations of the existing balance sheet w

RFP: Generic Comparison Report

2018-02-09 Thread D via gnucash-user
Hello, I want to raise a discussion here about the creation of a generic comparison report. I would preface this discussion by saying that, although I am a long time user of Gnucash, I have repeatedly demonstrated my utter inability to generate useful code for the project, so any ultimate act

Re: Price Retrieval Failure, Part 2

2018-02-09 Thread D via gnucash-user
John, Thank you for clarifying. I'll note that Gnucash does put stuff into ~/Library/Application Support/Gnucash as well, so there is at least one thing that gets installed. I asked this question because I am still observing several "idiosyncrasies" on my system that no one else seems to be ex

Re: Price Retrieval Failure, Part 2

2018-02-09 Thread D via gnucash-user
10:49 AM, D via gnucash-user wrote: John, Thank you for clarifying. I'll note that Gnucash does put stuff into ~/Library/Application Support/Gnucash as well, so there is at least one thing that gets installed. I asked this question because I am still observing several "idiosyncrasi

Re: Price Retrieval Failure, Part 2

2018-02-10 Thread D via gnucash-user
me that, in > addition to Gnucash, Finance::Quote gets installed. Given that my troubles in > this instance are intimately linked to F::Q, what steps might I take to > ensure that IT gets removed as well?I > > David > > On February 10, 2018, at 10:49 AM, D via gnucash-u

Re: Reports crash Gnucash

2018-02-10 Thread D via gnucash-user
So, I went back to bug 645273, and I'd have to say that it describes a different problem altogether. That problem dealt with reports not rendering in Windows. The implication in all of the comments there is that program was functioning but not producing data. That's different from the program ha

Re: Installation

2018-02-12 Thread D via gnucash-user
Jonathan, Did you see my earlier message? Getting a "file not found" error usually means that you have moved the Gnucash file. Have you? David On February 12, 2018, at 2:00 PM, Jonathan Ames wrote: Thanks, all, for advice. Just not happening, though. I can see the latest file in a directory,

Re: Reporting based on search criteria and exprting transactions to excel. It's simple!

2018-03-02 Thread D via gnucash-user
Mike, I'm sorry to hear that you've missed this aspect. I know that many long time users have heard that drill many times before; it's too bad you didn't get the same! I will note that there is a section in the wiki that talks about this, perhaps not exactly as you outlined, but pretty closel

Re: GnuCash 2.6.7 question

2018-03-02 Thread D via gnucash-user
Hello, Liking at the screen shot, I can see that you are able to view other transactions from that time frame (so it's not that the transaction date is causing it to disappear). The one thing we can't tell room the screen shot is whether any of the splits in your transaction are actually assig

Re: upgrading GNUcash on Ubuntu

2018-03-05 Thread D via gnucash-user
You could try http://gnucash.org/news.phtml There have been loads of fixes since 2.6.1. David T. On March 5, 2018, at 1:06 AM, Steve Cohen wrote: Thanks for the info. Any answer to my other question about release notes, so that I might get a better sense of whether the new features/bug fixes

Re: Specific reports directory for each dataset?

2018-03-10 Thread D via gnucash-user
Jim, Mike was referring to separate Windows logins. I suspect you're talking about different Gnucash files. If you use Gnucash for different Gnucash files, but from the same Windows login, you will have the same stored reports for all of them. If you have a different Windows login for each, the

Re: 2.7.6 - Scrolling in Accounts-Tabs

2018-03-18 Thread D via gnucash-user
I usually point at the tab I want and click on it. On March 18, 2018, at 2:10 PM, Catscrash wrote: Also: There seems to be no other way to get quickly through the Tabs - how do you do it? Ctrl+Tab doesn't work, ctrl+page down doesn't work... There certainly must be something? thanks! Am 18.03

Re: Preferences - Online Banking

2018-03-21 Thread D via gnucash-user
https://lists.gnucash.org/pipermail/gnucash-user/2018-March/075522.html with replies following. As you are not the first to ask about an unanswered message, I wonder whether there's something causing messages to disappear on their way back to users... David On March 21, 2018, at 4:58 PM, R Win

Re: manual load of yahoo quotes via spreadsheet

2018-04-01 Thread D via gnucash-user
Steven, I'm not sure of your antecedents. Which will you need walking through -- the import process or the write-up? If it is the latter, I'd recommend putting it into the wiki, perhaps at https://wiki.gnucash.org/wiki/Using_GnuCash#Stocks_and_Commodities David On April 2, 2018, at 2:00 AM,

Re: manual load of yahoo quotes via spreadsheet

2018-04-01 Thread D via gnucash-user
I should be a little clearer and say that your write up would go as a new page, with a link at the spot I noted, in the manner as the other topics listed there. On April 2, 2018, at 7:01 AM, D via gnucash-user wrote: Steven, I'm not sure of your antecedents. Which will you need wa

Re: Unrealized loss

2018-04-04 Thread D via gnucash-user
Alain, If you have different lots of a commodity (for example, you purchase additional shares of a mutual fund), I believe that the price of the new purchase can affect the calculation of unrealized gains for the rest. Gnucash can determine a new value for your previous shares, and identifies a

Re: [GNC] Budget Flow report does not respect Reversed Balanced Accounts Setting

2018-04-07 Thread D via gnucash-user
Hello, I believe you are encountering https://bugzilla.gnome.org/show_bug.cgi?id=726674. I do not know whether the thread to which you refer was talking about this bug or not, but 726674 is still open. Pretty much everything about the budget features should probably be considered offered "as-

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