Re: Investment performance

[William Kupersanin]

It get's me very close.  I may try to figure out how to add percentage
growht to that table but this does give me a good visualization.

Thank you!

On Wed, Aug 16, 2017 at 10:22 PM, prl  wrote:

> Doesn't Reports>Assets>Assets Barchart give you what you want, after
> suitable adjustments to the account(s) displayed, child inclusion setting,
> account depth and period?
>
> Peter
>
>
> On 17/08/2017 12:05, William Kupersanin wrote:
>
>> Hello Filipe,
>>
>> Sorry to dredge up an old thread, but I am wondering if you ever found a
>> way to get temporal views of an investment or account? I think that I want
>> to do basically the same thing that you did. That is, I want to be able to
>> look at an account, and the subaccounts of funds contained within, to see
>> values over time.
>>
>> I see that the price editor does track periodic prices from both online
>> updates as well as entered transactions. The software has the concept of
>> price nearest in time. So it seems like it has the information needed for
>> the report. Is it a question of creating a custom report?
>>
>> In earlier emails on this thread, the suggestion was made to either use
>> another program or to use a spreadsheet/sql queries. No doubt this is
>> possible outside of Gnucash, but it seems awkward to either track my
>> account information in 2 places or to not use the features inherent in the
>> software if it has the information.
>>
>> Thanks,
>> --Willie Kupersanin
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Re: Investment performance

[prl]

Doesn't Reports>Assets>Assets Barchart give you what you want, after 
suitable adjustments to the account(s) displayed, child inclusion 
setting, account depth and period?


Peter

On 17/08/2017 12:05, William Kupersanin wrote:

Hello Filipe,

Sorry to dredge up an old thread, but I am wondering if you ever found a
way to get temporal views of an investment or account? I think that I want
to do basically the same thing that you did. That is, I want to be able to
look at an account, and the subaccounts of funds contained within, to see
values over time.

I see that the price editor does track periodic prices from both online
updates as well as entered transactions. The software has the concept of
price nearest in time. So it seems like it has the information needed for
the report. Is it a question of creating a custom report?

In earlier emails on this thread, the suggestion was made to either use
another program or to use a spreadsheet/sql queries. No doubt this is
possible outside of Gnucash, but it seems awkward to either track my
account information in 2 places or to not use the features inherent in the
software if it has the information.

Thanks,
--Willie Kupersanin
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Re: OFX data file question

[David T. via gnucash-user]

http://www.ofx.net/

 
 
  On Wed, Aug 16, 2017 at 17:12, Jeffrey Black 
wrote:   I'm not sure where to look to find this information.  I am looking for 
a
description/list of the  fields GnuCash uses or rather needs out of
OFX/QFX files.

I am tired of GnuCash screaming at me on any of the ofx/qfx transactions it
imports if I miss keying in a receipt.

Every transaction I miss keying in it screams :"HEY IDIOT YOU HAVE AN OFX
TRANSACTION HERE FROM ONO MARIO CAS".  Since we are pretty much creatures of
habit I know that the transaction is :"Casey's Marionvile Farm Fuel".  I do
not need 9 leading zeroes on check numbers, lop em off.  Checks posted
electronically at Wally World have a check number in the  field, find
it put it in the  field.  I habitually put "txfr", "dbt" and  "eft"
in check number fields.  Same problem with credit cards, the fields are all
upper case, that is as far as I am concerned screaming.


I managed to learn enough Perl to rewrite Lloyd's Perl script for PayPal
csv2qif to give me qif files I could use to fairly easily make sense of the
mess my wife makes of business and personal accounts with PayPal.  Now I am
working on trying to make ofx/qfx files that shall we say are more "pretty".

The problem is I am not good enough with Perl, yet, to put all the fields
the script reads in back in the output file in the right order unless I am
specifically look for them,  or I have to add one (like adding ).

What I need to know is where to find what fields GnuCash's importer expects
to find in a credit card type file and in a bank file.  Can anyone out there
tell me where to go..eh rephrase that.  Where can I find the information on
what the importer thinks it needs to properly import an ofx/qfx file?

--JEffrey Black M.B.A.

I'm beginning to wish I had just fired up a Pascal or COBOL compiler and
been done with it but; gotta do something to keep these old brain cells
learning new tricks.





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OFX data file question

[Jeffrey Black]

I'm not sure where to look to find this information.  I am looking for a
description/list of the  fields GnuCash uses or rather needs out of
OFX/QFX files.

I am tired of GnuCash screaming at me on any of the ofx/qfx transactions it
imports if I miss keying in a receipt.

Every transaction I miss keying in it screams :"HEY IDIOT YOU HAVE AN OFX
TRANSACTION HERE FROM ONO MARIO CAS".  Since we are pretty much creatures of
habit I know that the transaction is :"Casey's Marionvile Farm Fuel".  I do
not need 9 leading zeroes on check numbers, lop em off.  Checks posted
electronically at Wally World have a check number in the  field, find
it put it in the  field.  I habitually put "txfr", "dbt" and  "eft"
in check number fields.  Same problem with credit cards, the fields are all
upper case, that is as far as I am concerned screaming.


I managed to learn enough Perl to rewrite Lloyd's Perl script for PayPal
csv2qif to give me qif files I could use to fairly easily make sense of the
mess my wife makes of business and personal accounts with PayPal.  Now I am
working on trying to make ofx/qfx files that shall we say are more "pretty".

The problem is I am not good enough with Perl, yet, to put all the fields
the script reads in back in the output file in the right order unless I am
specifically look for them,  or I have to add one (like adding ).

What I need to know is where to find what fields GnuCash's importer expects
to find in a credit card type file and in a bank file.  Can anyone out there
tell me where to go..eh rephrase that.  Where can I find the information on
what the importer thinks it needs to properly import an ofx/qfx file?

--JEffrey Black M.B.A.

I'm beginning to wish I had just fired up a Pascal or COBOL compiler and
been done with it but; gotta do something to keep these old brain cells
learning new tricks.





--
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Re: Can you order the Num column?

[Geert Janssens]

On woensdag 16 augustus 2017 18:29:23 CEST Jonathan Silvey wrote:
> I check my bank and credit card statements by
>  numbering them and putting that number in the Num column. Can I put the
> Num column in order? At the moment they are in the order on the bank
> statement.
> 
> Jo
> nathan

Sure: View->Sort by...

Regards,

Geert
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Can you order the Num column?

[Jonathan Silvey]

I check my bank and credit card statements by
 numbering them and putting that number in the Num column. Can I put the
Num column in order? At the moment they are in the order on the bank
statement.

Jo
nathan

*Think before you print.*
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