On 12/8/21 10:09 AM, Thomas wrote:
Dear User-List,
I successfully populated the advanced portfolio template with most of
the data by selecting of all the accounts of my securities.
What I did not manage to get filled is the "money in" column, to also
include received dividends in the calculation
On 1/21/22 6:08 PM, Kalpesh Patel wrote:
Sadly Vanguard does not offer OFX formatted download. They only provide QIF,
in one account or individual mutual fund accounts, or CSV format - very
limited formats. Even with QIF format it is a hit or miss in importing to
GNC and CSV formatted requires g
Other projects using Yahoo for finance quotes are running into the issue
as well. https://github.com/joshuaulrich/quantmod/issues/382 is
interesting because someone has developed a patch, but I don't think
they are using Finance::Quotes. I'm not sure how to get this patch
raised to the attentio
A way to bypass Finance::Quote is to create a .csv file with price
quotes and import that. It turns out that several commercial spreadsheet
packages have the ability to look up stock prices and don't seem to
charge extra or to limit query rates. I've tried this with Microsoft
Excel, Apple Numbe
The YahooWeb module mostly works for me except for some reason it gives
a ridiculously high value for AT&T (call sign T). I switched that to
"Motley Fool" which is a different screen scraping source under 'Type of
source quote' 'Single'.
On 7/14/23 8:50 AM, Bart A.J. Seesing via gnucash-user w
On 1/5/20 8:53 AM, Jon Schewe wrote:
> I just got version 3.8 using flatpak and it seems that the QFX import
> is broken. I download my QFX files as usual. Then use the import menu
> item to load the file. However GnuCash maps to one of my stock
> accounts rather than the correct bank account. Vers
On 1/1/20 2:15 PM, David Carlson wrote:
> It seems that American Express and Intuit software are colluding on a new
> method of downloading ofx/qfx format files from American Express. They
> have changed the format so that, according to their website, one needs to
> Deactivate Online Banking Servi
On 1/19/20 12:06 PM, John Ralls wrote:
>
>> On Jan 19, 2020, at 5:01 AM, Tom Teixeira wrote:
>>
>> On 1/5/20 8:53 AM, Jon Schewe wrote:
>>> I just got version 3.8 using flatpak and it seems that the QFX import
>>> is broken. I download my QFX files as usua
On 1/19/20 12:18 PM, Tom Teixeira wrote:
> On 1/19/20 12:06 PM, John Ralls wrote:
>>> On Jan 19, 2020, at 5:01 AM, Tom Teixeira wrote:
>>>
>>> On 1/5/20 8:53 AM, Jon Schewe wrote:
>>>> I just got version 3.8 using flatpak and it seems that the QFX import
Just upgraded to MacOS 14.4 release version. I had not previously
installed the beta version.
I'm unable to get Finance::Quote working. I updated Finance::Quote --
tried both gnc-fq-update found inside the Gnucash.app package, and also
using sudo cpan -i Finance::Quote.
/Applications/Gnucash
On Mar 8, 2024, at 11:39 AM, Tom Teixeira
wrote:
Just upgraded to MacOS 14.4 release version. I had not previously
installed the beta version.
I'm unable to get Finance::Quote working. I updated Finance::Quote --
tried both gnc-fq-update found inside the Gnucash.app package, and
I spoke too soon: while getting an individual quote with gnucash-cli works:
/Applications/Gnucash-5.5.app/Contents/MacOS/gnucash-cli --quotes dump
yahooweb MSFT
Application Path /Applications/Gnucash-5.5.app/Contents/MacOS/gnucash-cli
Finance::Quote fields GnuCash uses:
symbol: MSFT
n Mar 8, 2024, at 1:03 PM, Tom Teixeira
wrote:
I spoke too soon: while getting an individual quote with gnucash-cli
works:
/Applications/Gnucash-5.5.app/Contents/MacOS/gnucash-cli --quotes
dump yahooweb MSFT
Application Path /Applications/Gnucash-5.5.app/Contents/MacOS/gnucash-cli
Fi
s to David Reiser for the information to explicitly specify
x86_64 architecture when running on Apple silicon.
On 3/8/24 3:25 PM, Tom Teixeira wrote:
Thanks for the suggestion. I won't have time today to investigate, but
will do some targeted debugging, either by removing stocks from my
lis
Maybe try Tools>Security Editor. Check the "Fraction Traded" field for
those securities which only show whole numbers. The other place to look
is "Smallest Fraction" field for the account itself, though as I recall,
the default is "Use Commodity Value" which is set by the Security Editor.
On 1/9/1
I recently went through the process of importing from Quicken and
encountered some errors. I exported different date ranges to narrow the
problem down and eventually hand edited the lines in the QIF file that
had problems. In my case, there were strings of non-alphanumeric
characters in the file. I
I regularly use "Web Connect for Quicken 2018 and above" with BoA
checking and savings accounts. You do have to download a separate QFX
file for each account though.
On 4/16/25 12:32 PM, Kalpesh Patel wrote:
BofA indeed discontinued DirectConnect support many moons ago.
You still can, howeve
If there is only one incorrect transaction, you can calculate the
difference between the bank statement and the actual balance. Open the
register for the checking account and use the "Find" command to search
for entries with that value. While it probably won't be unique since you
duplicated som
For what it's worth, I have used the free version of AlphaVantage, but
for the number of stocks I have, AlphaVantage is extremely slow.
I found MarketWatch to be much quicker, but there seems to be some
throttling if I used it several times during the day and seemed to stop
updating quotes wit
googleweb has been working for me, though I had to change the call signs
for preferred stocks to something like - instead of
-P. See
https://support.google.com/docs/thread/184281707/what-is-the-format-for-preferred-stock-securities?hl=en.
Following their example, BAC-L rather than BAC-PL
On 6
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