Re: [GNC] Finance Quote problem MacOS High Sierra.

[David T. via gnucash-user]

R.,

Generalizations aren't helpful, especially if they aren't fully accurate.

To assert that "one can forget Windows entirely" is contradicted by many users' 
experiences to the contrary. F::Q has worked for me under Windows for many 
years (and on Mac before that).
⁣
David T.​

On Mar 20, 2023, 22:38, at 22:38, R Losey  wrote:
>I'm impressed that you got this running on the iMac; I only have this
>working on Linux (and one can forget Windows entirely).
>
>
>On Sun, Mar 19, 2023 at 4:51 PM G R Hewitt  wrote:
>
>> Hello everyone,
>> Gnucash 4.13
>> Finance Quote 1.54
>> MacPro 2010 High Sierra
>> iMac 2017 Ventura
>>
>> After hours of much aggravation - don't ask ' I eventually got
>Finance
>> Quote 1.54 to install, the 'Get Quotes' button was active and I was
>well
>> pleased with myself.
>>
>> Anyway, on pressing it I got the dismaying message:
>> 'Unable to retrieve quotes for these items: CURRENCY:EUR'
>>
>> I have searched for answers and found none.
>>
>> Can anyone point me in the right direction, please to solving this.
>>
>> Thanks in advance.
>> ___
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>
>
>-- 
>_
>Richard Losey
>rlo...@gmail.com
>Micah 6:8
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Re: [GNC] Finance Quote problem MacOS High Sierra.

[John Ralls]

Please remember to copy the list on all replies.

No, what's expected is what I just got, 
1 EUR = 1.072271 USD
so something is still not right with your F::Q installation.

You should have a .cpan folder (the . hides it from Finder but you can say `ls 
~/.cpan` on the command line to see if it's there), and so you should be able 
to run 

ALPHAVANTAGE_API_KEY= 
.cpan/build/Finance-Quote-1.54-0/Examples/currency-lookup.pl EUR USD

which should print EUR->USD = 1.072386

but may say "Urgh!  Nothing back\n" instead. Unfortunately I don't think it 
will do much for diagnostics beyond that.

Regards,
John Ralls

> On Mar 20, 2023, at 10:15 AM, G R Hewitt  wrote:
> 
> Hi John,
> Ha ha, you got me there, no I didn't, and should have.
> I now get:
> 1 EUR =  USD
> Is that what is expected?
> 
> Oddly enough, I was being lazy and tried to paste the code over the 
> highlighted '' and terminal wasn't having it and put it at the end of the 
> line,
> which, went sent, returned the same as the above but with my API code 
> appended to USA.
> 
> Just for fun, I sent your original code with the 'x' intact, and still 
> got:
> 1 EUR =  USD.
> 
> Puzzling.
> 
> 
> On Mon, 20 Mar 2023 at 16:12, john  wrote:
> Did you do the obvious (to me anyway) replacement of  in the example with 
> your key?
> 
> Regards,
> John Ralls
> 
>> On Mar 20, 2023, at 12:58 AM, G R Hewitt  wrote:
>> 
>> Hi John,
>> I get this:
>> ERROR: ALPHAVANTAGE_API_KEY *must* be set for currency quotes and
>> stock quotes with source 'alphavantage' or 'vanguard'; see
>>  https://wiki.gnucash.org/wiki/Online_Quotes#Source_Alphavantage.2C_US
>> 
>> Thanks
>> 
>> On Sun, 19 Mar 2023 at 22:22, John Ralls  wrote:
>> What results when you try from the command line, e.g.
>>   ALPHAVANTAGE_API_KEY= 
>> /Applications/Gnucash.app/Contents/Resources/bin/gnc-fq-dump -v currency EUR 
>> USD
>> ?
>> 
>> Regards,
>> John Ralls
>> 
>> 
>> 
>> 
>> > On Mar 19, 2023, at 3:17 PM, G R Hewitt  wrote:
>> > 
>> > Hi John,
>> > Thanks for getting back.
>> > Yes I do, and I just checked, it is still there.
>> > 
>> > 
>> > On Sun, 19 Mar 2023 at 22:15, John Ralls  wrote:
>> > Do you have an alphavantage api key?
>> > 
>> > Regards,
>> > John Ralls
>> > 
>> > 
>> > > On Mar 19, 2023, at 2:50 PM, G R Hewitt  wrote:
>> > > 
>> > > Hello everyone,
>> > > Gnucash 4.13
>> > > Finance Quote 1.54
>> > > MacPro 2010 High Sierra
>> > > iMac 2017 Ventura
>> > > 
>> > > After hours of much aggravation - don't ask ' I eventually got Finance
>> > > Quote 1.54 to install, the 'Get Quotes' button was active and I was well
>> > > pleased with myself.
>> > > 
>> > > Anyway, on pressing it I got the dismaying message:
>> > > 'Unable to retrieve quotes for these items: CURRENCY:EUR'
>> > > 
>> > > I have searched for answers and found none.
>> > > 
>> > > Can anyone point me in the right direction, please to solving this.
>> > > 
>> > > Thanks in advance.
>> > > ___
>> > > 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 this list on all your replies.
>> > > You can do this by using Reply-To-List or Reply-All.
>> > 

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[GNC] Two versions, same computer

[flywire]

Try the required version of GnuCash PortableApp for Windows. See
https://lists.gnucash.org/pipermail/gnucash-user/2023-February/105343.html
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Re: [GNC] Two versions, same computer

[Stan Brown (using GC 2.6.19)]

On 2023-03-20 18:55, Stan Brown (using GC 2.6.19) wrote:
> One question: am I missing something, or are the word/icon buttons for
> Save-Close-Duplicate-Delete and so on completely gone from 4.13?

Silly me! Those buttons are context dependent, so it was normal that I
not see them till I get into the accounts panel or start entering
transactions.

Stan Brown
Tehachapi, CA, USA
https://BrownMath.com
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Re: [GNC] Two versions, same computer

[Stan Brown (using GC 2.6.19)]

Thanks for the feedback, David.

While I was waiting for replies, I looked into VirtualBox. It's a lot
more polished and easier to use than the last time I used it, several
years ago. I was worried about how to run Windows in a guest machine,
since I have just the one product key in my host machine, but this very
good video showed me how I could install a Windows 10 guest OS without a
product key:



So I went ahead and installed 4.13 and have started creating the chart
of accounts.

One question: am I missing something, or are the word/icon buttons for
Save-Close-Duplicate-Delete and so on completely gone from 4.13?

Stan Brown
Tehachapi, CA, USA
https://BrownMath.com

On 2023-03-20 17:33, David Carlson wrote:
> As an experienced user of VirtualBox, I would say that your use case is
> exactly what VirtualBox is best for,  ie temporary computer needs.  The
> main requirement is having enough RAM and cpu's to share with your other
> programs.
> 
> On Mon, Mar 20, 2023, 3:21 PM Stan Brown (using GC 2.6.19)
> mailto:stan%2bgnuc...@fastmail.fm>> wrote:
> 
> I apologize for asking a question that must have been asked before, but
> I couldn't turn up answers by googling or in the archives.
> 
> Can GC 4.13 coexist on the same Windows 10 machine with GC 2.6.19? They
> would be accessing separate data files in separate folders, and would
> not be executing simultaneously, but I worry about preferences, reports,
> most-recently-used file lists, and anything else that might get stored
> in the System Registry or a fixed location.
> 
> It might be helpful to explain my use case.
> 
> I'm on the board of a small nonprofit. Our longtime volunteer bookkeeper
> is bowing out, and the treasurer who will have to take over the
> bookkeeping doesn't have experience with any accounting software. We
> have an average of just a couple of dozen transactions a month, and the
> reports we need are just the standard income statement and balance
> sheet, plus transaction reports for the Income:Donors and
> Expenses:Musician Fees accounts. There's no need for the software to
> print checks or 1099 tax forms (we must file one 1099 for each
> non-employee we make payments to), though that would be a nice plus.
>     I want to put together a chart of accounts and the transactions for
> the year to date in GC 4.13. If the treasurer feels comfortable with
> entering transactions and pulling reports, I will install everything for
> the nonprofit to her computer. All of that will be in the 4.13 and only
> that version.
>     But I'm keeping my own books on my computer, and they're in GC
> 2.6.19 and only 2.6.19 for now. (I know it's necessary to upgrade in
> phases and I'm not ready to do that now.)
> 
> I suppose I could install a virtual machine for running 4.13, but that
> seems like a lot of work for a short-term need. Another possibility is
> the portable 4.13 install at
>  >
> but I remember some discussion in this list about some reasons not to
> use that.
> 
> Can I install 4.13 on my current machine without it and 2.6.19
> interfering with each other, provide that they don't run simultaneously
> or use the same saved reports?
> 
> -- 
> Stan Brown
> Tehachapi, CA, USA
> https://BrownMath.com 
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Re: [GNC] Two versions, same computer

[David Carlson]

As an experienced user of VirtualBox, I would say that your use case is
exactly what VirtualBox is best for,  ie temporary computer needs.  The
main requirement is having enough RAM and cpu's to share with your other
programs.

On Mon, Mar 20, 2023, 3:21 PM Stan Brown (using GC 2.6.19) <
stan+gnuc...@fastmail.fm> wrote:

> I apologize for asking a question that must have been asked before, but
> I couldn't turn up answers by googling or in the archives.
>
> Can GC 4.13 coexist on the same Windows 10 machine with GC 2.6.19? They
> would be accessing separate data files in separate folders, and would
> not be executing simultaneously, but I worry about preferences, reports,
> most-recently-used file lists, and anything else that might get stored
> in the System Registry or a fixed location.
>
> It might be helpful to explain my use case.
>
> I'm on the board of a small nonprofit. Our longtime volunteer bookkeeper
> is bowing out, and the treasurer who will have to take over the
> bookkeeping doesn't have experience with any accounting software. We
> have an average of just a couple of dozen transactions a month, and the
> reports we need are just the standard income statement and balance
> sheet, plus transaction reports for the Income:Donors and
> Expenses:Musician Fees accounts. There's no need for the software to
> print checks or 1099 tax forms (we must file one 1099 for each
> non-employee we make payments to), though that would be a nice plus.
> I want to put together a chart of accounts and the transactions for
> the year to date in GC 4.13. If the treasurer feels comfortable with
> entering transactions and pulling reports, I will install everything for
> the nonprofit to her computer. All of that will be in the 4.13 and only
> that version.
> But I'm keeping my own books on my computer, and they're in GC
> 2.6.19 and only 2.6.19 for now. (I know it's necessary to upgrade in
> phases and I'm not ready to do that now.)
>
> I suppose I could install a virtual machine for running 4.13, but that
> seems like a lot of work for a short-term need. Another possibility is
> the portable 4.13 install at
> 
> but I remember some discussion in this list about some reasons not to
> use that.
>
> Can I install 4.13 on my current machine without it and 2.6.19
> interfering with each other, provide that they don't run simultaneously
> or use the same saved reports?
>
> --
> Stan Brown
> Tehachapi, CA, USA
> https://BrownMath.com
> ___
> gnucash-user mailing list
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> https://lists.gnucash.org/mailman/listinfo/gnucash-user
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Re: [GNC] gnucash-user Digest, Vol 240, Issue 44

[Kalpesh Patel]

Just like other three major credit bureaus, ChexSystems does NOT charge for
lifting security freezes on temporary basis as of this writing. Not able to
charge fee for security freeze I believe is part of the US law. Be careful
though as these bureaus also tout similar but very different beast creation
of their own called credit lock, which does not have the backing of US laws
or its regulations as does the security freeze. 

If you plan to place a security freeze on three main credit bureaus in the
US than recommendation is to extend to Innovis
(https://www.innovis.com/personal/securityFreeze) as part of that security
regime. They also do not charge for lifting security freeze on temporary
basis.

This write up from Consumer Financial Protection Bureau
(https://files.consumerfinance.gov/f/documents/cfpb_consumer-reporting-compa
nies-list.pdf) has a comprehensive list and links for such needs if you want
to explore and become educated in this realm. 

--

Message: 4
Date: Sun, 19 Mar 2023 11:01:23 -0700
From: "Stan Brown (using GC 2.6.19)" 
To: gnucash-user@gnucash.org
Subject: Re: [GNC] Help with downloading transactions.
Message-ID: <91124db6-3212-5319-092f-7351f91b6...@fastmail.fm>
Content-Type: text/plain; charset=UTF-8


On 2023-03-19 08:26, Kalpesh Patel wrote:
> In the US I highly recommend that you look into placing security 
> freeze on your credit files and at ChexSystems at minimum, which now 
> is free for everyone unlike in the past where you were charged fee for it.

Excellent advice. (Thanks for mentioning ChexSystems; I had not thought to
freeze my record there too.)

Not only is the freeze free, but temporarily lifting it, when you yourself
are actually applying for a mortgage or other credit somewhere, is also
free. (At least that's true for credit bureaus; I don't know if ChexSystems
operates under the same rules.)

The bad news is that you have to do it at all of the credit bureaus; one
will not communicate news of a freeze to the others.

To save you some searching, here are the URLs:









Stan Brown
Tehachapi, CA, USA
https://BrownMath.com


--

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Re: [GNC] gnu-fq-check missing

[rolf . hoefner]

How cool, thanks John!
 actually under Murugans suggestion, I switched to stable version, but then
again I got the eros for the online price retrieval script I got in the
first place, after a long battle, I decided to try the unstable one..
now although I got the same errors as before (usually about missing /t and
/bin folders in cpan/build I gave up, until I saw by my surprise, that
somehow it got activated even the script didn't finish there.. so it must
be thx to the unstable one..
Once 9.04 comes out, I'll switch back of course!
 So happy to have contributed! you guys rock!
BR,
 Rolf

On Sun, Mar 19, 2023 at 2:42 PM John Ralls  wrote:

> I figured out the problem with boost::process's codecvt: It doesn't like
> empty strings and if there's no alphavantage key set we were trying to set
> the ALPHAVANTAGE_API_KEY environment variable with an empty string. I've
> fixed that, it will be in 4.904 which I'll proceed to release; if nothing
> goes wrong that will be later today (well, today if you're in America. I
> might not make it for Eurpeans and it's already tomorrow in the far east.)
>
> Regards,
> John Ralls
>
>
> > On Mar 14, 2023, at 9:02 AM, john  wrote:
> >
> > Neither the quick fix nor a more involved attempt worked. Boost::process
> is a bit opaque but what it's telling us is that somewhere it wants codecvt
> to convert some string from char to wchar_t. I'm having difficulty figuring
> out where.
> >
> > Regards,
> > John Ralls
> >
> >> On Mar 13, 2023, at 2:58 PM, John Ralls  wrote:
> >>
> >> Urk, looks like a problem with converting a string to wchar_t for
> Windows, we didn't set up codecvt in gnc-quotes.cpp. I can reproduce it
> here, trying a quick fix.
> >>
> >> Regards,
> >> John Ralls
> >>
> >>> On Mar 13, 2023, at 2:12 PM, rolf.hoef...@gmail.com wrote:
> >>>
> >>> wow.. never expected such a quick and personalized answer.. Thx!
> >>> I'm using now the unstable release 4.902.
> >>> I followed your instructions, but after trying gnucash-cli -Q info, I
> get the following error:
> >>> "Failed to initialize Finance::Quote: boost::process codecvt to
> wchar_t: error"
> >>> Within Gnucash app, still not able to use it..
> >>> Thanks again, John!
> >>> BR,
> >>> Rolf
> >>>
> >>> On Mon, Mar 13, 2023 at 12:15 PM john  wrote:
> >>>
> >>>
>  On Mar 12, 2023, at 5:37 PM, rolf.hoef...@gmail.com wrote:
> 
>  Hi, I've been trying hard to be able to run "Install Online Price
>  Retrieval", and I almost made it.. but I got this.. and it's right..
>  there's no gnu-fq-check program in bin.. how can I get it? I think I'm
>  almost there..
> >>>
> >>> That depends on the version of GnuCash. If it's a 4.90x beta
> gnc-fq-check, gnc-fq-helper, and gnc-fq-dump have been replaced with
> finance-quote-wrapper and their function is now in gnucash-cli. We
> neglected to modify the Install Online Price Retrieval tool to reflect
> that. The two calls to gnc-fq-check and gnc-fq-helper in
> install-fq-mods.cmd are final checks to make sure everything succeeded, so
> you probably are done. You can run c:\Program Files
> (x86)\gnucash\bin\gnucash-cli -Q info and …\gnucash-cli -Q dump
> alphavantage AMZN to test it.
> >>>
> >>> OTOH if you're using a production release of GnuCash then gnc-fq-check
> should be in C:\Program Files (x86)\gnucash\bin and since
> install-fq-mods.cmd is in that directory too it should have found it.
> >>>
> >>> Regards,
> >>> John Ralls
> >>>
> >>>
> >>
> >> ___
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>
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[GNC] Two versions, same computer

[Stan Brown (using GC 2.6.19)]

I apologize for asking a question that must have been asked before, but
I couldn't turn up answers by googling or in the archives.

Can GC 4.13 coexist on the same Windows 10 machine with GC 2.6.19? They
would be accessing separate data files in separate folders, and would
not be executing simultaneously, but I worry about preferences, reports,
most-recently-used file lists, and anything else that might get stored
in the System Registry or a fixed location.

It might be helpful to explain my use case.

I'm on the board of a small nonprofit. Our longtime volunteer bookkeeper
is bowing out, and the treasurer who will have to take over the
bookkeeping doesn't have experience with any accounting software. We
have an average of just a couple of dozen transactions a month, and the
reports we need are just the standard income statement and balance
sheet, plus transaction reports for the Income:Donors and
Expenses:Musician Fees accounts. There's no need for the software to
print checks or 1099 tax forms (we must file one 1099 for each
non-employee we make payments to), though that would be a nice plus.
I want to put together a chart of accounts and the transactions for
the year to date in GC 4.13. If the treasurer feels comfortable with
entering transactions and pulling reports, I will install everything for
the nonprofit to her computer. All of that will be in the 4.13 and only
that version.
But I'm keeping my own books on my computer, and they're in GC
2.6.19 and only 2.6.19 for now. (I know it's necessary to upgrade in
phases and I'm not ready to do that now.)

I suppose I could install a virtual machine for running 4.13, but that
seems like a lot of work for a short-term need. Another possibility is
the portable 4.13 install at

but I remember some discussion in this list about some reasons not to
use that.

Can I install 4.13 on my current machine without it and 2.6.19
interfering with each other, provide that they don't run simultaneously
or use the same saved reports?

-- 
Stan Brown
Tehachapi, CA, USA
https://BrownMath.com
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Re: [GNC] Finance Quote problem MacOS High Sierra.

[R Losey]

I'm impressed that you got this running on the iMac; I only have this
working on Linux (and one can forget Windows entirely).


On Sun, Mar 19, 2023 at 4:51 PM G R Hewitt  wrote:

> Hello everyone,
> Gnucash 4.13
> Finance Quote 1.54
> MacPro 2010 High Sierra
> iMac 2017 Ventura
>
> After hours of much aggravation - don't ask ' I eventually got Finance
> Quote 1.54 to install, the 'Get Quotes' button was active and I was well
> pleased with myself.
>
> Anyway, on pressing it I got the dismaying message:
> 'Unable to retrieve quotes for these items: CURRENCY:EUR'
>
> I have searched for answers and found none.
>
> Can anyone point me in the right direction, please to solving this.
>
> Thanks in advance.
> ___
> gnucash-user mailing list
> gnucash-user@gnucash.org
> To update your subscription preferences or to unsubscribe:
> https://lists.gnucash.org/mailman/listinfo/gnucash-user
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>


-- 
_
Richard Losey
rlo...@gmail.com
Micah 6:8
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Re: [GNC] Outstanding / due invoices report?

[Adrien Monteleone]

Wow, after nearly 10 years of bills and invoices, that somehow escaped 
me, thanks!


Regards,
Adrien

On 3/20/23 12:49 PM, Murugan Muruganandam wrote:

Adrien

Please see the screenshots where you have to enter the description at invoice 
level (Bills level).  Notes will not be reflected in your report.


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Re: [GNC] Outstanding / due invoices report?

[Adrien Monteleone]

Current shows documents posted which have not reached their due date. 
(non-posted documents are not reported) The Aging columns are for Past 
Due documents.


Regards,
Adrien

On 3/20/23 6:36 AM, Simon Roberts wrote:

2) In the report it has a row across the bottom listing "current", "0-30
days" and so forth. But two things strike me as odd here. One, what's
current as distinct from 0-30 days? And second, there's one invoice that's
over 30 days old, and that's the only thing that shows in the "0-30 days"
column. This seems wrong. Again, is this something others notice, or is
this something that I've done wrong?


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Re: [GNC] Outstanding / due invoices report?

[Adrien Monteleone]

There is also a Report option to show linked documents with or without 
full detail. This allows you to see which payments have been applied to 
which bills/invoices. (and the reverse: which bills/invoices offset each 
payment) That might be a bit messy visually to send a customer, but I 
find it useful for my own purposes, and it is handy to send if there is 
a discrepancy.


Regards,
Adrien


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Re: [GNC] Outstanding / due invoices report?

[Adrien Monteleone]

How did you get the Description to populate? Where did you put that text 
in the Bill/Invoice or Edit Bill/Invoice window?


There was a recent thread on this subject.

This report cell grabs text from the Notes field of a relevant 
transaction, and that works for Payments, but Bills & Invoices don't 
seem to have any field which fills anything in there. (and it is locked 
for editing in the register(s) once posted)


Regards,
Adrien

On 3/20/23 10:06 AM, Murugan Muruganandam wrote:

hi Simon


   1.  The description in the report is picked up from the details you insert 
when posting the transaction (there is description field in the pop up). The 
logic is that you may have multiple lines in an invoice, the report needs a 
common title.
   2.  "Current" means  any invoices which still have time to be paid.( Due date 
> Report date)
   3.   Ageing will start once the invoice becomes due.

i have attached a sample and calculation for your reference


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Re: [GNC] Finance Quote problem MacOS High Sierra.

[john]

Did you do the obvious (to me anyway) replacement of  in the example with 
your key?

Regards,
John Ralls

> On Mar 20, 2023, at 12:58 AM, G R Hewitt  wrote:
> 
> Hi John,
> I get this:
> ERROR: ALPHAVANTAGE_API_KEY *must* be set for currency quotes and
> stock quotes with source 'alphavantage' or 'vanguard'; see
>  https://wiki.gnucash.org/wiki/Online_Quotes#Source_Alphavantage.2C_US
> 
> Thanks
> 
> On Sun, 19 Mar 2023 at 22:22, John Ralls  > wrote:
>> What results when you try from the command line, e.g.
>>   ALPHAVANTAGE_API_KEY= 
>> /Applications/Gnucash.app/Contents/Resources/bin/gnc-fq-dump -v currency EUR 
>> USD
>> ?
>> 
>> Regards,
>> John Ralls
>> 
>> 
>> 
>> 
>> > On Mar 19, 2023, at 3:17 PM, G R Hewitt > > > wrote:
>> > 
>> > Hi John,
>> > Thanks for getting back.
>> > Yes I do, and I just checked, it is still there.
>> > 
>> > 
>> > On Sun, 19 Mar 2023 at 22:15, John Ralls > > > wrote:
>> > Do you have an alphavantage api key?
>> > 
>> > Regards,
>> > John Ralls
>> > 
>> > 
>> > > On Mar 19, 2023, at 2:50 PM, G R Hewitt > > > > wrote:
>> > > 
>> > > Hello everyone,
>> > > Gnucash 4.13
>> > > Finance Quote 1.54
>> > > MacPro 2010 High Sierra
>> > > iMac 2017 Ventura
>> > > 
>> > > After hours of much aggravation - don't ask ' I eventually got Finance
>> > > Quote 1.54 to install, the 'Get Quotes' button was active and I was well
>> > > pleased with myself.
>> > > 
>> > > Anyway, on pressing it I got the dismaying message:
>> > > 'Unable to retrieve quotes for these items: CURRENCY:EUR'
>> > > 
>> > > I have searched for answers and found none.
>> > > 
>> > > Can anyone point me in the right direction, please to solving this.
>> > > 
>> > > Thanks in advance.
>> > > ___
>> > > 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 this list on all your replies.
>> > > You can do this by using Reply-To-List or Reply-All.
>> > 
>> 

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Re: [GNC] Outstanding / due invoices report?

[Gyle McCollam]

Not sure but my guess is that "0-30" is a part due category. , is the next 
"31-60"?



Sent from Samsung Galaxy smartphone.



 Original message 
From: Simon Roberts 
Date: 3/20/23 7:36 AM (GMT-05:00)
To: Murugan Muruganandam 
Cc: Gnucash Users 
Subject: Re: [GNC] Outstanding / due invoices report?

This report looks pretty good, however, I have a couple of questions:

1) I find the description field remains blank, despite my invoices having
non-blank descriptions. Is this normal? Do others find the same thing? Or
did I somehow find a way to mess up my descriptions?

2) In the report it has a row across the bottom listing "current", "0-30
days" and so forth. But two things strike me as odd here. One, what's
current as distinct from 0-30 days? And second, there's one invoice that's
over 30 days old, and that's the only thing that shows in the "0-30 days"
column. This seems wrong. Again, is this something others notice, or is
this something that I've done wrong?

Thanks again,
Cheers,
Simon


On Sun, Mar 19, 2023 at 1:32 PM Simon Roberts <
si...@dancingcloudservices.com> wrote:

> Ah, many thanks. Sorry for missing that, and much appreciate your help :)
>
> Cheers,
> Simon
>
>
> On Sun, Mar 19, 2023 at 11:29 AM Murugan Muruganandam <
> m.muruganan...@hotmail.com> wrote:
>
>> Simon
>>
>> You can use the customer report to get a statement which you can send,
>> this includes the invoice paid and also outstanding with ageing.
>>
>>
>>
>> Saludos Cordiales
>>
>>
>> Murugan
>> --
>> *From:* gnucash-user > hotmail@gnucash.org> on behalf of Simon Roberts <
>> si...@dancingcloudservices.com>
>> *Sent:* Sunday, March 19, 2023 10:17 AM
>> *To:* Gnucash Users 
>> *Subject:* [GNC] Outstanding / due invoices report?
>>
>> Hi all,
>>
>> I'm wondering if there's a built-in report, in a form suitable for sending
>> to a client, that lists the invoices they currently owe. Or perhaps those
>> that are overdue?
>>
>> I'm creating a reminder as a simple email message, but this seems like
>> something others might need, and therefore something that might be part of
>> GNC already.
>>
>> Ideally, it would be nice to be able to append this to any new invoice for
>> that same customer, maybe.
>>
>> I have found Business->Customer->Invoices Due Reminder, but that seems to
>> be solely to tell me what's due/overdue and isn't printable.
>>
>> Does any such thing exist?
>>
>> Cheers,
>> Simon
>>
>> --
>> Simon Roberts
>> (303) 249 3613
>> ___
>> gnucash-user mailing list
>> gnucash-user@gnucash.org
>> To update your subscription preferences or to unsubscribe:
>> https://lists.gnucash.org/mailman/listinfo/gnucash-user
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>> Please remember to CC this list on all your replies.
>> You can do this by using Reply-To-List or Reply-All.
>>
>
>
> --
> Simon Roberts
> (303) 249 3613
>
>

--
Simon Roberts
(303) 249 3613
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Re: [GNC] Outstanding / due invoices report?

[Simon Roberts]

This report looks pretty good, however, I have a couple of questions:

1) I find the description field remains blank, despite my invoices having
non-blank descriptions. Is this normal? Do others find the same thing? Or
did I somehow find a way to mess up my descriptions?

2) In the report it has a row across the bottom listing "current", "0-30
days" and so forth. But two things strike me as odd here. One, what's
current as distinct from 0-30 days? And second, there's one invoice that's
over 30 days old, and that's the only thing that shows in the "0-30 days"
column. This seems wrong. Again, is this something others notice, or is
this something that I've done wrong?

Thanks again,
Cheers,
Simon


On Sun, Mar 19, 2023 at 1:32 PM Simon Roberts <
si...@dancingcloudservices.com> wrote:

> Ah, many thanks. Sorry for missing that, and much appreciate your help :)
>
> Cheers,
> Simon
>
>
> On Sun, Mar 19, 2023 at 11:29 AM Murugan Muruganandam <
> m.muruganan...@hotmail.com> wrote:
>
>> Simon
>>
>> You can use the customer report to get a statement which you can send,
>> this includes the invoice paid and also outstanding with ageing.
>>
>>
>>
>> Saludos Cordiales
>>
>>
>> Murugan
>> --
>> *From:* gnucash-user > hotmail@gnucash.org> on behalf of Simon Roberts <
>> si...@dancingcloudservices.com>
>> *Sent:* Sunday, March 19, 2023 10:17 AM
>> *To:* Gnucash Users 
>> *Subject:* [GNC] Outstanding / due invoices report?
>>
>> Hi all,
>>
>> I'm wondering if there's a built-in report, in a form suitable for sending
>> to a client, that lists the invoices they currently owe. Or perhaps those
>> that are overdue?
>>
>> I'm creating a reminder as a simple email message, but this seems like
>> something others might need, and therefore something that might be part of
>> GNC already.
>>
>> Ideally, it would be nice to be able to append this to any new invoice for
>> that same customer, maybe.
>>
>> I have found Business->Customer->Invoices Due Reminder, but that seems to
>> be solely to tell me what's due/overdue and isn't printable.
>>
>> Does any such thing exist?
>>
>> Cheers,
>> Simon
>>
>> --
>> Simon Roberts
>> (303) 249 3613
>> ___
>> 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 this list on all your replies.
>> You can do this by using Reply-To-List or Reply-All.
>>
>
>
> --
> Simon Roberts
> (303) 249 3613
>
>

-- 
Simon Roberts
(303) 249 3613
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Re: [GNC] Finance Quote problem MacOS High Sierra.

[G R Hewitt]

Hi John,
I get this:
ERROR: ALPHAVANTAGE_API_KEY *must* be set for currency quotes and
stock quotes with source 'alphavantage' or 'vanguard'; see
 https://wiki.gnucash.org/wiki/Online_Quotes#Source_Alphavantage.2C_US

Thanks

On Sun, 19 Mar 2023 at 22:22, John Ralls  wrote:

> What results when you try from the command line, e.g.
>   ALPHAVANTAGE_API_KEY=
> /Applications/Gnucash.app/Contents/Resources/bin/gnc-fq-dump -v currency
> EUR USD
> ?
>
> Regards,
> John Ralls
>
>
>
>
> > On Mar 19, 2023, at 3:17 PM, G R Hewitt  wrote:
> >
> > Hi John,
> > Thanks for getting back.
> > Yes I do, and I just checked, it is still there.
> >
> >
> > On Sun, 19 Mar 2023 at 22:15, John Ralls  wrote:
> > Do you have an alphavantage api key?
> >
> > Regards,
> > John Ralls
> >
> >
> > > On Mar 19, 2023, at 2:50 PM, G R Hewitt  wrote:
> > >
> > > Hello everyone,
> > > Gnucash 4.13
> > > Finance Quote 1.54
> > > MacPro 2010 High Sierra
> > > iMac 2017 Ventura
> > >
> > > After hours of much aggravation - don't ask ' I eventually got Finance
> > > Quote 1.54 to install, the 'Get Quotes' button was active and I was
> well
> > > pleased with myself.
> > >
> > > Anyway, on pressing it I got the dismaying message:
> > > 'Unable to retrieve quotes for these items: CURRENCY:EUR'
> > >
> > > I have searched for answers and found none.
> > >
> > > Can anyone point me in the right direction, please to solving this.
> > >
> > > Thanks in advance.
> > > ___
> > > 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 this list on all your replies.
> > > You can do this by using Reply-To-List or Reply-All.
> >
>
>
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Re: [GNC] Additional check for out of balance 'Trial Balance' and 'Balance Sheet'

[G R Hewitt]

Quite so. I haven't experimented to find out if Gnugash rounds to nearest
or strictly up or down.

Using the up and down cursor keys to select each row invokes the
error-trapping routine that I haven't seen in other programs - Sage Line 50
for example, when I have spent many 'happy' hours going crossed eyed.

It is an excellent feature, and when you choose 'Jump to the other
account', there they all are, highlighted. Now I know about it this will be
my first 'go-to' when checking for such future discrepancies.

On Mon, 20 Mar 2023 at 01:57, Michael or Penny Novack <
stepbystepf...@comcast.net> wrote:

>
> > Further investigation found that in the 'Edit Account' panel, the
> 'Smallest
> > fraction' was set at '1' on this particular account, and the amount was
> > being rounded up on one side, causing the mismatch. Setting the 'Smallest
> > fraction' to 'Use Commodity Value' and running 'Repair All' sorted the
> > problem.
> >
> > I hope the above may be a solution for someone and save them time, if not
> > hair.
>
> It bears repeating, as soon as rounding is involved, exactly in balance
> goes out the window. It is simply a reality of mathematics that rounded
> A + rounded B is not necessarily equal to rounded (A + B). Your problem
> could exist even if both sides were rounded/
>
> LOL -- in my working days, one of the things I did a number of times was
> calculate the value of the "fuzz" (the maximum discrepancy between
> calculations done in different order as a result of limits in
> precision/rounding --- so the computer program would consider the two
> equal if the difference were less than "fuzz"). And those of us doing
> calculations in science/engineering know that the order in which we do
> them can have a great effect on the possible "error" << so we choose the
> order of calculations that minimizes that >>
>
> In its original form. double entry bookkeeping could demand exact
> balance because the only operation was addition/subtraction and no
> rounding involved.
>
>
> Michael D Novack
>
>
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