Re: [GNC] Yahoo JSON - throwing unauthorized error

[Bruce Schuck]

On 5/8/23 8:56 PM, john wrote:

The api docs indicate only one symbol per request. I tried 
https://www.alphavantage.co/query?function=GLOBAL_QUOTE=IBM=AAPL=X  and got a quote only for AAPL so it seems the implication is valid.


I've been looking at a bunch of the modules lately. Some sources have 
that ability and I thought AV did too. I tried the same quick curl test. 
Bummer.


The throttling is done in F::Q's Alphavantage module 


Yep, exactly what I said. 'Unfortunately the AlphaVantage module 
throttles the requests regardless of API type (free or premium). Alpha 
Vantage should have an API that given an API key returns "free" or 
"premium".'


If there was a way to determine the key type, it would be trivial to 
remove the throttling. Maybe I'll shoot an email to their support.


- Bruce S.
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Re: [GNC] Yahoo JSON - throwing unauthorized error

[john]

> On May 8, 2023, at 2:00 PM, Bruce Schuck  wrote:
> 
> -BEGIN PGP SIGNED MESSAGE-
> Hash: SHA1
> 
> On 5/8/23 13:05 PM, R Losey wrote:
> 
> > Others will probably report this, but Alphavantage has a built-in
> > one minute delay for every 5 (I think 5)prices you look up; for
> > example: 4 stocks: may take 7 seconds; 6 proces: 1 minute, 7 seconds;
> > 12 prices: 2 minutes, 10 seconds..
> > I am talking about the free version of Alphavantage, by the way.
> Unfortunately the AlphaVantage module throttles the requests regardless of 
> API type (free or premium). Alpha Vantage should have an API that given an 
> API key returns "free" or "premium".
> 
> Since data for more than one stock can be returned from a single API call, it 
> may be worth the time to rewrite the module so it fetches all the quotes at 
> once, or perhaps batches into groups of stocks.
> 
> I really have dug into how GnuCash calls the F::Q tool, but with the 
> possibility that different securities can have different sources, is F::Q 
> called once for each stock? Or does GC group them according to source and 
> make one F::Q invocation for each source?

The latter. 

Alphavantage does provide more quotes/minute for a price: "We are pleased to 
provide free stock API service for our global community of users for up to 5 
API requests per minute and 500 requests per day. If you would like to target a 
larger API call volume, please visit premium membership." 
(https://www.alphavantage.co/support/#api-key, "premium membership" is an 
anchor with href="https://www.alphavantage.co/premium/;). Premiu, pricing 
starts at $49.95/month for 75 requests per minute.

The api docs indicate only one symbol per request. I tried 
https://www.alphavantage.co/query?function=GLOBAL_QUOTE=IBM=AAPL=X
 and got a quote only for AAPL so it seems the implication is valid.

The throttling is done in F::Q's Alphavantage module 
(https://github.com/finance-quote/finance-quote/blob/e29e2d7f48473fc65601c0c45a934a03af4d33fc/lib/Finance/Quote/AlphaVantage.pm#L138)
 and doesn't know how to be conditional on whether the user's API key is 
premium. It throttles because if you ask for more than 5 quotes at once 
alphavantage will return 5 and quit, then not answer other requests until a 
minute has elapsed.

Regards,
John Ralls

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Re: [GNC] corporate profit tax ........... where to put

[Michael or Penny Novack]

On 5/8/2023 7:17 PM, Karl May wrote:

Hi.

Thanks a lot for the response.

My misconception comes probably from looking at book keeping and GnuCash
through continental European eyes.

There may, of course be differences, how I keep books and what I need to 
report vs somebody in continental Europe.


But I look at bookkeeping from the point of view of how it was done pen 
and ink on paper not all that long ago (within my lifetime; how I 
learned to do it). I am positive that continental European bookkeepers 
were also able to do it pen and ink on paper.


If can be done pen and ink on paper, can be done using gnucash. If you 
choose "journal view" then you enter transactions just like you did in 
the good old days (not! because of the many transcription errors doing 
manual posting from journal to ledger --- the computer automates 
posting, no errors).


Show me the subsection of books, the transactions, etc. as they would be 
pen and ink on paper ans then make your claim "can't do that using 
gnucash" But please note that does NOT mean using one of the skeleton 
example CoAs that come with gnucash.  It means you may have to "roll 
your own" CoA in gnucash to match your paper one. Nor am I talking about 
terminology differences.


Michael D Novack



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[GNC] W3C Web Developer Tools

[Brad Morrison]

Hi GnuCash,

For those web developers (or web users) on this list, I stumbled across 
what seems to be a very helpful toolset from W3C: 
https://w3c.github.io/developers/tools/


That page includes a link checker, a HTML validator, a CSS validator and 
more! It seems like a pretty useful thing to do occasionally, like 
spring cleaning... Or you can annoy all your friends and coworkers by 
having an easy way to point out the various technical issues with their 
websites!


Speaking of which, I ran https://gnucash.org/ through the W3C link 
checker tool https://validator.w3.org/checklink and it took about 67 
seconds on my connection to return plenty of helpful results because if 
there is one thing we all know, it's that the GnuCash developers clearly 
do not have enough work to keep themselves busy!


And not to be overly competitive, but I also plugged in 
https://opentaxsolver.sourceforge.net/index.html and that website only 
took about 51 seconds to complete the link checker process...


In solidarity,

Brad
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[GNC] Default to Plain English instead of Debit and Credit

[flywire]

GnuCash is presented as a double entry accounting system using debits and
credits, but it's not special, it just lacks a good explanation. The Guide
starts with a quick overview followed by The Basics describing Accounting
Concepts. The guide even warns that accounting debits and credits are used
contrary to the way most people understand them, and furthermore, GnuCash
can be configured to use deposit and withdrawal, yet new users must
understand the terms to use GnuCash.

Other financial software for non-accountants explains how it works in plain
English without confusing accounting concepts. GnuCash can work like that
too, but it's not the default and the formal terms need to be understood to
interpret the documentation. Let's heed the warning and remove the debits
and credits terms from the default software and documentation. It would be
easy enough or those familiar with the formal terms to change the settings
and they would still understand documentation written in simple terms.

In my view, the concept of a transaction also needs to be explained before
accounts. Accounting is a record of transactions that record how money
moves from one place to another. Understandably, accounting calls those
places accounts and arranges them in standard types. Everyone is familiar
with withdrawing cash from a savings account. Those are two accounts,
savings, and cash. You could spend that cash on groceries or clothing, two
more accounts.

The Basic Account types and The Accounting Equation are explained in the
Guide.

Table 2.1 shows the effect of an increase or decrease in each account type
and that important concept that does not need the debit and credit line.
The note and warning could be reworked to refer to debit and credit as an
option in preferences.

The Double Entry section is really an explanation of how transactions work
in accounting so rename it. Double entry and T-Account are useful concepts
to mention in the explanation. Unfortunately, double entry is confusing
with a default basic ledger view, and double line view in the interface.

Finally, a mention of reports. The accounting equation lists all the
accounts as positive numbers and every report I have ever seen uses
positive numbers in the report account types then follows the equation to
calculate the grand total. There is no benefit in producing reports
only understood by the GnuCash community.

Regards
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Re: [GNC] corporate profit tax ........... where to put

[Karl May]

Hi.

Thanks a lot for the response.

My misconception comes probably from looking at book keeping and GnuCash 
through continental European eyes.

That is, putting corporate profit tax through an expense account, as suggested 
by John and Jim, while working out in terms transactions if the expense 
account is omitted from profit and loss, is an absolute no-no.

Further, since the company has an initial equity of $1, and equity is reported 
only by closing the books or running a report, having a total negative number 
in equity (in the account frame, not the report) due to a liability:equity 
swap just "hurts the eye".

Cheers

On Tuesday, 9 May 2023 06:20:33 AEST Michael or Penny Novack wrote:
> > Now . I understand that gnucash has no separate Equity account, at
> > least as long as the books are not closed. So how to book step 1)?
> 
> Before dealing with the question itself. let's get THIS misconception
> out of the way. I believe the source of the misconception is that
> gnucash provides example "skeleton" books with typical accounts in the
> CoA under asset. liability, equity, income, expense, etc. Except these
> examples don't happen to have sub accounts under equity and that might
> be the source of the misconception that you couldn't have such accounts
> 
> For example, suppose the entity is a partnership with three partners, A,
> B, and C. A contributed $10,000 of the capital, B $5000, and C $5000 of
> "goodwill".
> 
> Then under equity you would have accounts for partner A, Partner B, and
> partner C. Best done not using the initial value wizard but an explicit
> transaction debiting bank $15,000 and goodwill %5000 (goodwill is
> considered an asset of the intangible sort) and crediting partnerA
> $10,000 partnerB $5000 and partnerC %$5000. After this transaction,
> total assets would be $20,000, total liabilities 0, and total equity $20,000
> 
> 
> In other words, gnucash has in your CoA the accounts that YOU choose to
> put there according to your needs. Gnucash doesn't have or not have
> particular accounts except in the sense that example skeletons are
> provided for the use of beginners.
> 
> Michael D Novack
> 
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Re: [GNC] Auto commit with auto save?

[Stan Brown]

That seems to cover it. I'm disappointed that the bug was posted six
years ago and still hasn't been addressed. I know that the developers
are far from idle, but to me it just seems so basic that you don't tell
the user "There's a problem, now try to guess where it is."

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

On 2023-05-07 07:43, David Carlson wrote:
> How about
> *Bug 686051*  - Pending
> transaction edits get "lost" (edit
> )
> 
> 
> 
> On Sun, May 7, 2023 at 9:19 AM Stan Brown  > wrote:
> 
> On 2023-05-06 22:28, David T. via gnucash-user wrote:
> > The app does throw a dialog onscreen when a user tries to save with
> > an open transaction. Unfortunately, the message is generic, and a
> > user is forced to look through the open tabs and try to figure out
> > which register holds this transaction. Others have commented on this
> > in the past.
> Has an enhancement request been submitted about this? It's an ongoing
> annoyance, and I can't understand why GC requires me to guess which of
> half a dozen pen registers contains the incomplete transaction.
> 
> Stan Brown
> Tehachapi, CA, USA
> https://BrownMath.com 
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> 
> 
> -- 
> David Carlson
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Re: [GNC] Yahoo JSON - throwing unauthorized error

[Bruce Schuck]

-BEGIN PGP SIGNED MESSAGE-
Hash: SHA1

On 5/8/23 13:05 PM, R Losey wrote:

> Others will probably report this, but Alphavantage has a built-in
> one minute delay for every 5 (I think 5)prices you look up; for
> example: 4 stocks: may take 7 seconds; 6 proces: 1 minute, 7 seconds;
> 12 prices: 2 minutes, 10 seconds..
> I am talking about the free version of Alphavantage, by the way.
Unfortunately the AlphaVantage module throttles the requests regardless 
of API type (free or premium). Alpha Vantage should have an API that 
given an API key returns "free" or "premium".


Since data for more than one stock can be returned from a single API 
call, it may be worth the time to rewrite the module so it fetches all 
the quotes at once, or perhaps batches into groups of stocks.


I really have dug into how GnuCash calls the F::Q tool, but with the 
possibility that different securities can have different sources, is 
F::Q called once for each stock? Or does GC group them according to 
source and make one F::Q invocation for each source?


- - Bruce S.
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Comment: GPGTools - http://gpgtools.org

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c2dhcmQtc3lzdGVtcy5jb20ACgkQSIwHqayRUAdIJQCgwtr6JWRm5xfrdiTueD3/
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Re: [GNC] Yahoo JSON - throwing unauthorized error

[David Carlson]

This hasn't been repeated for a while, So I will add that the work-around
that Bruce Schuck offered in his email Saturday, May 6 at 2:12 PM Central
time (well, that's where I live) to change

my $YIND_URL_HEAD = '
https://query1.finance.yahoo.com/v7/finance/quote?symbols='; to
my $YIND_URL_HEAD = '
https://query1.finance.yahoo.com/v6/finance/quote?symbols=';

in the correct Yahoo.JSON.pm  file does work.  It is easy to find on a
Linux machine, but you need root privileges to edit it.


On Mon, May 8, 2023 at 2:22 PM David T. via gnucash-user <
gnucash-user@gnucash.org> wrote:

> All good points!
>
> ⁣David T. ​
>
> On May 8, 2023, 7:36 PM, at 7:36 PM, Bruce Schuck <
> bsch...@asgard-systems.com> wrote:
> >On 5/8/23 13:05 +0300, David T. wrote:
> >
> >> It's a wiki, so you could put it in. You'd get to decide where that
> >> would best live, too.
> >
> >Perhaps sometime during the week I'll add something. With the obvious
> >warnings about making backups and the possibility of making a mess for
> >one's self.
> >
> >> FWIW, my method for doing this is to save the file as an SQLite
> >> file, open the result in a DB reader, locate the appropriate table
> >> there, and execute the change globally. Then I reopen the file in
> >> GnuCash and save it back to xml.
> >
> >> It feels easier to me to do it this way and it doesn't take much
> >> time.
> >
> >SQLite queries may be a bit more than some users are willing to try.
> >But
> >I can see where it would be easy for those comfortable with it. Same
> >reason xmlstarlet would be simple for those familiar with it.
> >
> >If I unpacked the .gnucash file to foobar.gnucash, this command would
> >change the quote source globally.
> >
> >xmlstarlet ed --inplace -u
> >'/gnc-v2/gnc:book/gnc:commodity/cmdty:quote_source["yahoo_json"]' -v
> >'alphavantage' foobar.gnucash
> >
> >One can also selectively change the quote source for a specific
> >namespace. This command would change the quote source for just the
> >NASDAQ securities.
> >
> >xmlstarlet ed --inplace -u
>
> >'/gnc-v2/gnc:book/gnc:commodity[cmdty:space="NASDAQ"]/cmdty:quote_source["yahoo_json"]'
> >
> >-v 'alphavantage' foobar.gnucash
> >
> >- Bruce S.
> >___
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-- 
David Carlson
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Re: [GNC] Issues with Release 5.1

[Geert Janssens]

Hi Eliot,

Op zondag 7 mei 2023 04:52:56 CEST schreef eliotr...@gmail.com:
> Dear list,
> 
> 
> 
> I have been using GNUCash in various forms for 3-4 years. However with the
> 5.1 release I have some issues:
> 
> 1.When uploading transactions, I can select the date, description, but
> the "Deposit" option has disappeared from the dropdown selection. The
> "requirements" that indicate what dropdowns must be selected, rather than
> stating select a column for Deposits, says a column must be selected for
> Amount (negated).

The "requirements" message really meant to convey you should either select an 
"Amount" or 
an "Amount (negated)" column, but I understand from your reaction it's poorly 
formulated. It 
tried to squeeze both names in one phrase using brackets to mark negated as 
optional. But 
as the brackets are also used in the real column type name, this is ambiguous.

So in your case, if you originally had selected a "Deposit" column, you will 
now want to set 
that column to "Amount" instead. Sorry for the confusino.

> 2.If I select the column I would usually use for Deposit to be "Amount
> (negated)", which does appear in the dropdown, when I click next to select
> the accounts (for transfer or for income/ expense), there are no options to
> select the accounts
> 

I'm not sure I understand exactly what you mean here. Can you explain this in a 
bit more 
detail ? What page of the assistant are you looking at, and what were you 
expecting to find 
vs what is there now ? You could also attach screenshots (with sensitive data 
removed or 
blurred) if that makes it easier to explain.

Regards,

Geert
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Re: [GNC] Turn of drop list when entering data in memo/description line

[Geert Janssens]

Carsten,

Do you already have gnucash installed from flathub or only from 
code.gnucash.org?

To update with this procedure, you'd need to have the flathub gnucash package 
installed. 
And I don't know what happens if you have gnucash installed from multiple 
repositories. 
That may need some extra consideration...

Regards,

Geert

Op zondag 7 mei 2023 21:04:19 CEST schreef Carsten Hütter:
> Am 05.05.23 um 15:42 schrieb Geert Janssens:
> > Op donderdag 4 mei 2023 21:40:14 CEST schreef Carsten Hütter: >
> > [...]
> > 
> > The releases on the other hand are found on flathub. And while not obvious
> > from their website you can install older versions from there as well from
> > the command line.
> > 
> > Our wiki explains how you can do this:
> > https://wiki.gnucash.org/wiki/Flatpak#Getting_Older_Releaseses
> 
> Thanks. Got it. That's nice. But sadly, I get the following reply:
> 
>  carsten@carsten-HP:~$ flatpak update --commit
>  511cf18127561c55b5999121c6b301ca1e90d6cc988a00701257606df7fae86f
>  org.gnucash.GnuCash
>  Looking for updates…
>  Fehler: Server returned status 404: Not Found
>  carsten@carsten-HP:~$
> 
> 404 error. Not found. Even after the "flatpak remote-info --log flathub
> org.gnucash.GnuCash" command showed the correct package:
> 
>   Commit:
>  511cf18127561c55b5999121c6b301ca1e90d6cc988a00701257606df7fae86f
> Subject: Release GnuCash 4.14 (b2942403)
> Date: 2023-03-25 23:27:27 +
> 
> So, in my case, on my system (Ubuntu 22.04), there is some kind of issue
> with this procedure...
> 
> > [...]
> 
> Regards
> 
> Carsten
> 
> PS: Thanks for all your effort and dedication here! Bedankt voor je
> inzet en je bijdragen!
> 
> > gnucash-user mailing list
> > gnucash-user@gnucash.org
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Re: [GNC] corporate profit tax ........... where to put

[Michael or Penny Novack]

Now . I understand that gnucash has no separate Equity account, at
least as long as the books are not closed. So how to book step 1)?



Before dealing with the question itself. let's get THIS misconception 
out of the way. I believe the source of the misconception is that 
gnucash provides example "skeleton" books with typical accounts in the 
CoA under asset. liability, equity, income, expense, etc. Except these 
examples don't happen to have sub accounts under equity and that might 
be the source of the misconception that you couldn't have such accounts


For example, suppose the entity is a partnership with three partners, A, 
B, and C. A contributed $10,000 of the capital, B $5000, and C $5000 of 
"goodwill".


Then under equity you would have accounts for partner A, Partner B, and 
partner C. Best done not using the initial value wizard but an explicit 
transaction debiting bank $15,000 and goodwill %5000 (goodwill is 
considered an asset of the intangible sort) and crediting partnerA 
$10,000 partnerB $5000 and partnerC %$5000. After this transaction, 
total assets would be $20,000, total liabilities 0, and total equity $20,000



In other words, gnucash has in your CoA the accounts that YOU choose to 
put there according to your needs. Gnucash doesn't have or not have 
particular accounts except in the sense that example skeletons are 
provided for the use of beginners.


Michael D Novack

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Re: [GNC] Yahoo JSON - throwing unauthorized error

[David T. via gnucash-user]

All good points! 

⁣David T. ​

On May 8, 2023, 7:36 PM, at 7:36 PM, Bruce Schuck  
wrote:
>On 5/8/23 13:05 +0300, David T. wrote:
>
>> It's a wiki, so you could put it in. You'd get to decide where that 
>> would best live, too.
>
>Perhaps sometime during the week I'll add something. With the obvious
>warnings about making backups and the possibility of making a mess for
>one's self.
>
>> FWIW, my method for doing this is to save the file as an SQLite
>> file, open the result in a DB reader, locate the appropriate table
>> there, and execute the change globally. Then I reopen the file in
>> GnuCash and save it back to xml.
>
>> It feels easier to me to do it this way and it doesn't take much 
>> time.
>
>SQLite queries may be a bit more than some users are willing to try.
>But 
>I can see where it would be easy for those comfortable with it. Same 
>reason xmlstarlet would be simple for those familiar with it.
>
>If I unpacked the .gnucash file to foobar.gnucash, this command would 
>change the quote source globally.
>
>xmlstarlet ed --inplace -u 
>'/gnc-v2/gnc:book/gnc:commodity/cmdty:quote_source["yahoo_json"]' -v 
>'alphavantage' foobar.gnucash
>
>One can also selectively change the quote source for a specific 
>namespace. This command would change the quote source for just the 
>NASDAQ securities.
>
>xmlstarlet ed --inplace -u 
>'/gnc-v2/gnc:book/gnc:commodity[cmdty:space="NASDAQ"]/cmdty:quote_source["yahoo_json"]'
>
>-v 'alphavantage' foobar.gnucash
>
>- Bruce S.
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Re: [GNC] Auto commit with auto save?

[David T. via gnucash-user]

Yes, one can imagine that. I can imagine that it would be possible to add 
something like that into the get quotes function that already exists, but I'm 
not a programmer, so I accept that if I want to track commodity values in 
GnuCash, I have to click the get quotes button. The get quotes button is as 
close to a listening socket as I'll get. 

I'm curious-- does auto save complete its process if a transaction is open? I'd 
imagine that it doesn't. You might want to check on that. It would be a drag to 
discover after the fact that a series of edits were lost because auto save 
didn't complete-- especially if you're going to keep using an external cron job 
script that relies on an unrelated function (auto save) to preserve your 
financial data. 

⁣David T. ​

On May 8, 2023, 5:55 PM, at 5:55 PM, "David G. Pickett"  
wrote:
>I use auto save, and if the app is running, the cron kills it and
>removes the lock before running the quote fetch.
>
>One can imagine the app having a listening socket to let you ask it to
>get quotes from a cron script.  Or having it maintain a schedule where
>it gets all quotes, like an internal crontab.
>
>
>-Original Message-
>From: David T. 
>To: David G. Pickett 
>Cc: David G. Pickett via gnucash-user 
>Sent: Sun, May 7, 2023 11:34 pm
>Subject: Re: [GNC] Auto commit with auto save?
>
>Nope and nope. Sorry. 
>
>It seems to me that leaving GnuCash open and running a con job against
>the open app is a recipe for troubles just like the ones you have
>encountered. You could tell the script to abort if it found the lock
>file, but that would require you to close the app every night, which
>you're not doing now. 
>
>David T. On May 7, 2023, at 9:25 PM, "David G. Pickett"
> wrote:
>Any suggestions on a) how a shell script tells that the auto save is
>incomplete, b) even if it knew, what it could do about it? 
> 
> 
>  -Original Message-
> From: David T. 
> To: David G. Pickett 
> Cc: gnucash-user@gnucash.org
> Sent: Sun, May 7, 2023 1:28 am
> Subject: Re: [GNC] Auto commit with auto save?
> 
>I agree that it would be nice to have some visual cue that a
>transaction has been edited but not saved; that would be useful. I'm
>honestly not sure why that hasn't been implemented. 
> 
>The app does throw a dialog onscreen when a user tries to save with an
>open transaction. Unfortunately, the message is generic, and a user is
>forced to look through the open tabs and try to figure out which
>register holds this transaction. Others have commented on this in the
>past. 
> 
>If I recall correctly, you were having trouble because you have a cron
>job set up to retrieve quotes at a specified time each day, and this
>job causes the file to close dirty if there is an open transaction. The
>problem in this case, is that this cron job doesn't have necessary
>fault testing and tolerance. I'd suggest working on ensuring that this
>cron job was properly set up to handle your specific situation. 
> 
>David T.  On May 6, 2023, at 9:02 PM, "David G. Pickett via
>gnucash-user" < gnucash-user@gnucash.org> wrote: 
>"Don't do that!" does not prevent data loss from human error, which for
>this app behavior is too easy to create and not realize.
>
> 
> 
>If the commit was automatic every time you modified a transaction when
>the new state was valid, then I would not leave the tab in an
>uncommitted state, but that is not how it was devised.  I leave because
>it looks fine.  There is no indication of an uncommitted transaction I
>can see.  In terms of human factors, one might go to another tab for
>information to complete a transaction, so we do not want to prevent the
>user leaving a tab with an uncommitted, possibly invalid transaction. 
>Maybe we should color the tab red while in this state?  Or pop up a
>dialog if it persists a bit too long, or if auto save fires on its
>timer?  But the user may have left, trusting in auto save, so I suggest
>an auto commit if valid on auto save. 
> 
>gnucash-user mailing list 
>gnucash-user@gnucash.org 
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Re: [GNC] Yahoo JSON - throwing unauthorized error

[R Losey]

Others will probably report this, but Alphavantage has a built-in one
minute delay for every 5 (I think 5)prices you look up; for example: 4
stocks: may take 7 seconds; 6 proces: 1 minute, 7 seconds; 12 prices: 2
minutes, 10 seconds...

I am talking about the free version of Alphavantage, but the way.


On Sat, May 6, 2023 at 3:08 PM David G. Pickett via gnucash-user <
gnucash-user@gnucash.org> wrote:

> PS: I give up on Yahoo!
> Switching all my securities to Alphadvantage was tiresome, as the gui was
> no responsive to the keyboard, but I found the source could be found using
> page up.  Some display at the security editor main screen or somewhere
> would help to see which is running quotes where, how many currently owned.
> I have many stocks not currently owned, and so they should not be quoted.
> I got more info out of an strace.  Having the security editor sort each
> list might be much nicer, too.   Ditto for the portfolio report.  Most
> reports in this world sort left to right, for some silly reason.
>
> Now it is so slow, and while some work, it locks up on some security.
> Maybe it needs a timeout error?  I resolves the host name over and over.
> Eventually only perl is running, and then nothing.  It takes a long time
> just to get to "Found Finance::Quote version 1.5301."  I ran an strace on
> the batch quotes, found a few stocks still on Yahoo by accident (but yahoo
> was at least not hanging), reran, still running, showing occasional
> activity, but really slow, so slow I was sure it was dead, but no!  I can
> send the strace if it would help!  The yahoo when working ran all my stocks
> in a few seconds.  OK for midnight crontab but for the get quotes button is
> too slow.
> dgp@dgp-p6803w:~$ time trussx flatpak run --command=gnucash-cli
> org.gnucash.GnuCash --quotes get --
> /home/dgp/GnuCash/ubuntu-DGPickett.gnucash 2>tmp/quote.trFound
> Finance::Quote version 1.5301.
> real6m3.619suser0m5.033ssys 0m12.509sdgp@dgp-p6803w:~$ time
> flatpak run --command=gnucash-cli org.gnucash.GnuCash --quotes get --
> /home/dgp/GnuCash/ubuntu-DGPickett.gnucashFound Finance::Quote version
> 1.5301.  real5m15.338suser0m0.056ssys 0m0.025sdgp@dgp-p6803w
> :~$
> I can send the strace, or make an strace, optionally with usec time
> stamps, if desired.  POGSX did not have a 5/5 quote, only 5/4 for some
> reason!
>
> -Original Message-
> From: David G. Pickett 
> To: gnucash-user@gnucash.org 
> Sent: Sat, May 6, 2023 1:51 pm
> Subject: Re: [GNC] Yahoo JSON - throwing unauthorized error
>
> Yeah, it's back.
>- Is Yahoo aware of their server rejects?
>- Is there some magic cookie or such we need to be authorized?  Many
> previous fixes proposed, which did not seem to prevent its return!
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-- 
_
Richard Losey
rlo...@gmail.com
Micah 6:8
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Re: [GNC] How to upgrade to 5.1 in Ubuntu

[Carsten Hütter]

Hello Roland!

To being able to keep GnuCash up to date, you should install a flatpak
version. The wiki tells you how to do that.
GnuCash wiki flatpak German:

    https://wiki.gnucash.org/wiki/De/Flatpak

My preferred way is to download the flatpak package from the GnuCash
build-server.
GnuCash build-server GnuCash 5.1 (release) flatpak:

https://code.gnucash.org/builds/flatpak/stable/gnucash-stable-C5.1-D5.1.flatpakref

To quickly get bug corrected nightly flatpaks, you can choose one of the
other ones in:

    https://code.gnucash.org/builds/flatpak/stable/

E. g. the lastest nightly build GnuCash 5.1-14:

https://code.gnucash.org/builds/flatpak/stable/gnucash-stable-C5.1-14-g73337cff5a-D5.1.flatpakref

The tarball only holds the source code, so you have to compile it by
yourself on your system. Can be done, but is a lot more cumbersome. BTDT...

HTH! Regards

Carsten

Am 08.05.23 um 10:13 schrieb Roland Giesler via gnucash-user:

Hi all,

I'm looking for some details on how to upgrade to GNUCash 5.1 on
Ubuntu 22.04.  I installed GNUCash from the repositories (v 4.8), but
the new version is not in the repos yet.  So, if I install manually,
I'll probably end up having both versions installed, not?

Question 1: Is there a Debian or Ubuntu repository somewhere that I
could install from?

Question 2: Failing q1 above, should I uninstall my GNUCash and then
install from the tarball?

thanks in advance for your valued responses!


Roland
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Re: [GNC] How to upgrade to 5.1 in Ubuntu

[Steve Butler]

I have been unable to find a reliable PPA that keeps up to date.  It would
be wonderful if someone could build GnC on launchpad.

The best current solution is to compile it yourself.

On Mon, May 8, 2023, 05:29 Roland Giesler via gnucash-user <
gnucash-user@gnucash.org> wrote:

> Hi all,
>
> I'm looking for some details on how to upgrade to GNUCash 5.1 on Ubuntu
> 22.04.  I installed GNUCash from the repositories (v 4.8), but the new
> version is not in the repos yet.  So, if I install manually, I'll
> probably end up having both versions installed, not?
>
> Question 1: Is there a Debian or Ubuntu repository somewhere that I
> could install from?
>
> Question 2: Failing q1 above, should I uninstall my GNUCash and then
> install from the tarball?
>
> thanks in advance for your valued responses!
>
>
> Roland
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Re: [GNC] Yahoo JSON - throwing unauthorized error

[Bruce Schuck]

On 5/8/23 13:05 +0300, David T. wrote:

It's a wiki, so you could put it in. You'd get to decide where that 
would best live, too.


Perhaps sometime during the week I'll add something. With the obvious
warnings about making backups and the possibility of making a mess for
one's self.


FWIW, my method for doing this is to save the file as an SQLite
file, open the result in a DB reader, locate the appropriate table
there, and execute the change globally. Then I reopen the file in
GnuCash and save it back to xml.


It feels easier to me to do it this way and it doesn't take much 
time.


SQLite queries may be a bit more than some users are willing to try. But 
I can see where it would be easy for those comfortable with it. Same 
reason xmlstarlet would be simple for those familiar with it.


If I unpacked the .gnucash file to foobar.gnucash, this command would 
change the quote source globally.


xmlstarlet ed --inplace -u 
'/gnc-v2/gnc:book/gnc:commodity/cmdty:quote_source["yahoo_json"]' -v 
'alphavantage' foobar.gnucash


One can also selectively change the quote source for a specific 
namespace. This command would change the quote source for just the 
NASDAQ securities.


xmlstarlet ed --inplace -u 
'/gnc-v2/gnc:book/gnc:commodity[cmdty:space="NASDAQ"]/cmdty:quote_source["yahoo_json"]' 
-v 'alphavantage' foobar.gnucash


- Bruce S.
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Re: [GNC] corporate profit tax ........... where to put

[john]

Karl,

Jim is right, you're mistaken or confused. You can create and edit Equity 
accounts just like Asset and Liability ones.  

Closing the books simply transfers the balances of all Income and Expense 
accounts to some other Equity account that you designate when you run it. For 
most for-profit corporation books that would be called Equity:Retained Earnings.

As Jim said, Expense is a special type of Equity, and the usual way to book a 
tax liability would be Dr Expense:Tax:Whatever and Cr Liabilities:Tax:Whatever. 
That's just the usual way: If you want to skip the Expense account step for 
some reason then you can certainly create an Equity:Tax:Whatever account and Dr 
that instead.

Regards,
John Ralls


> On May 8, 2023, at 12:28 AM, Karl May  wrote:
> 
> Hello Jim,
> 
> Thank you for your response.
> 
> What I would do on paper I already lined out in my first email: equity-
> liability swap. For this to happen there must be a an "approachable" equity 
> account in gnucash, which from my understanding will only show a value if the 
> "books are closed".
> 
> I.E. closing Income & Expense for the financial year, calculate profit and 
> tax, 
> book profit after tax into Equity, book tax on profit into liabilities, pay 
> tax 
> by reducing financial assets and liabilities.
> 
> However, "closing books" is discouraged as it interferes with the reporting 
> features.
> 
> Further, IMHO one cannot put the profit tax under "Expenses" as they would 
> turn 
> up as cost in the P & L . catch 22 (except I deliberately de-select 
> that account, which appears to be a crutch)
> 
> Due the gnucash discouraging "closing books" the accounting questions is a 
> GnuCash questions.
> 
> Best 
> 
> On Monday, 8 May 2023 17:06:47 AEST Jim DeLaHunt wrote:
>> Hello, Karl:
>> 
>> This sounds like an accounting question to me, not a GnuCash question? 
>> How would your account advise you to track these transactions if you
>> were using a pen and paper accounting book? You can do it the same way
>> in GnuCash.
>> 
>> I am a bit surprised by your statement, "that gnucash has no separate
>> Equity account". I see a top-level account "Equity" in my Chart of
>> Accounts, and a whole tree of other accounts below it. Also, when I pay
>> tax, I involve an account of type Expense for the transaction, e.g. an
>> account like
>> Expense:My Business:Tax:Income Tax
>> 
>> I understand that accounts of Expense and Income are special cases of
>> Equity accounts. But that too is an accounting question, not a GnuCash
>> question.
>> 
>> I hope this helps,
>> —Jim DeLaHunt
>> 
>> On 2023-05-07 23:37, Karl May wrote:
>>> Hi,
>>> 
>>> I am wondering where to put the tax on corporate profit.
>>> 
>>> My understanding from accounting training is:
>>> 
>>> 1) As long as not paid it would swap between Equity and Liability, i.e. 
> the
>>> equity shrinks by the tax amount and the liabilities increase by the tax
>>> amount.
>>> 
>>> 2) At pay date it would be an asset-liability decrease, i.e. financial 
> assets
>>> and liabilities shrink by the tax amount.
>>> 
>>> Now . I understand that gnucash has no separate Equity account, at
>>> least as long as the books are not closed. So how to book step 1)?
>>> 
>>> Thanks and best regards
>>> 
>>> Karl
>>> 
>>> 
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> 
> 
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Re: [GNC] Auto commit with auto save?

[David G. Pickett via gnucash-user]

I use auto save, and if the app is running, the cron kills it and removes the 
lock before running the quote fetch.

One can imagine the app having a listening socket to let you ask it to get 
quotes from a cron script.  Or having it maintain a schedule where it gets all 
quotes, like an internal crontab.


-Original Message-
From: David T. 
To: David G. Pickett 
Cc: David G. Pickett via gnucash-user 
Sent: Sun, May 7, 2023 11:34 pm
Subject: Re: [GNC] Auto commit with auto save?

Nope and nope. Sorry. 

It seems to me that leaving GnuCash open and running a con job against the open 
app is a recipe for troubles just like the ones you have encountered. You could 
tell the script to abort if it found the lock file, but that would require you 
to close the app every night, which you're not doing now. 

David T. On May 7, 2023, at 9:25 PM, "David G. Pickett"  
wrote:
 Any suggestions on a) how a shell script tells that the auto save is 
incomplete, b) even if it knew, what it could do about it? 
 
 
  -Original Message-
 From: David T. 
 To: David G. Pickett 
 Cc: gnucash-user@gnucash.org
 Sent: Sun, May 7, 2023 1:28 am
 Subject: Re: [GNC] Auto commit with auto save?
 
I agree that it would be nice to have some visual cue that a transaction 
has been edited but not saved; that would be useful. I'm honestly not sure why 
that hasn't been implemented. 
 
  The app does throw a dialog onscreen when a user tries to save with an open 
transaction. Unfortunately, the message is generic, and a user is forced to 
look through the open tabs and try to figure out which register holds this 
transaction. Others have commented on this in the past. 
 
  If I recall correctly, you were having trouble because you have a cron job 
set up to retrieve quotes at a specified time each day, and this job causes the 
file to close dirty if there is an open transaction. The problem in this case, 
is that this cron job doesn't have necessary fault testing and tolerance. I'd 
suggest working on ensuring that this cron job was properly set up to handle 
your specific situation. 
 
  David T.  On May 6, 2023, at 9:02 PM, "David G. Pickett via gnucash-user" < 
gnucash-user@gnucash.org> wrote: 
 "Don't do that!" does not prevent data loss from human error, which for this 
app behavior is too easy to create and not realize.

 
 
If the commit was automatic every time you modified a transaction when the new 
state was valid, then I would not leave the tab in an uncommitted state, but 
that is not how it was devised.  I leave because it looks fine.  There is no 
indication of an uncommitted transaction I can see.  In terms of human factors, 
one might go to another tab for information to complete a transaction, so we do 
not want to prevent the user leaving a tab with an uncommitted, possibly 
invalid transaction.  Maybe we should color the tab red while in this state?  
Or pop up a dialog if it persists a bit too long, or if auto save fires on its 
timer?  But the user may have left, trusting in auto save, so I suggest an auto 
commit if valid on auto save. 
 
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[GNC] How to upgrade to 5.1 in Ubuntu

[Roland Giesler via gnucash-user]

Hi all,

I'm looking for some details on how to upgrade to GNUCash 5.1 on Ubuntu 
22.04.  I installed GNUCash from the repositories (v 4.8), but the new 
version is not in the repos yet.  So, if I install manually, I'll 
probably end up having both versions installed, not?


Question 1: Is there a Debian or Ubuntu repository somewhere that I 
could install from?


Question 2: Failing q1 above, should I uninstall my GNUCash and then 
install from the tarball?


thanks in advance for your valued responses!


Roland
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Re: [GNC] Untick multiple checkboxes in Importer

[David T. via gnucash-user]

I'm not at a machine right now, but what happens if you CTRL-click?

⁣
David T.​

On May 8, 2023, 11:23, at 11:23, and...@lists.savchenko.net wrote:
>I might be missing something obvious, but at least on Windows build of
>v4.14 it's impossible to untick multiple rows at once.
>
>Shift-click allows to select a range, but clicking on any of the
>A/U+C/C columns unticks only the last record.
>
>
>-- 
>With regards,
>A
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Re: [GNC] Yahoo JSON - throwing unauthorized error

[David T. via gnucash-user]

It's a wiki, so you could put it in. You'd get to decide where that would best 
live, too.

FWIW, my method for doing this is to save the file as an SQLite file, open the 
result in a DB reader, locate the appropriate table there, and execute the 
change globally. Then I reopen the file in GnuCash and save it back to xml.

It feels easier to me to do it this way and it doesn't take much time.

⁣
David T.​

On May 8, 2023, 04:03, at 04:03, Bruce Schuck  
wrote:
>To the maintainers of the Wiki, would this be something perhaps helpful
>
>to include in the section about stocks and commodities?
>
>I can also add 'xmlstarlet' commands as an alternative to manually 
>editing the file.
>
>- Bruce S.
>
>On 05/07/23 15:12:21 EDT Bruce Schuck bschuck at asgard-systems.com
>wrote:
>
>> Last time I switched en-masse (alphavantage to yahoo_json) I manually
> > edited my foobar.gnucash file. Worked like a charm.
>
>** Create a backup ** of foobar.gnucash before following these steps.
>Replace 'vim' with your preferred editor.
>
>~$ cp /foobar.gnucash /tmp/foobar.gnucash.gz
>~$ cd /tmp
>/tmp $ gunzip foobar.gnucash
>/tmp $ vim foobar.gnucash
>
>In vim, change lines
>
>alphavantage
>
>to
>
>yahoo_json
>
>Save and exit
>
>/tmp $ gzip foobar.gnucash
>/tmp $ cp foobar.gnucash.gz /foobar.gnucash
>
> > Run GnuCash, confirm quote sources for a random few securities.
>
> > There is also a handy tool for editing XML files on the fly,
> > xmlstarlet. It can also be used to modify the uncompressed
> > .gnucash file.
>
>- Bruce S.
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[GNC] Untick multiple checkboxes in Importer

[andrew]

I might be missing something obvious, but at least on Windows build of v4.14 
it's impossible to untick multiple rows at once.

Shift-click allows to select a range, but clicking on any of the A/U+C/C 
columns unticks only the last record.


--
With regards,
A
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Re: [GNC] Meaning of A/U+C/C in the importer

[andrew]

On 7/05/2023 1:33 am, Gyle McCollam wrote:


A is for add, meaning a new transaction not already in the file.  U+C is for Update & 
Clear, which means change the description to what is showing vs what you have entered and 
clear the transaction, and the C means to leave the transaction as is, but clear or match it 
to what is already in the file.  To see what you already entered check the box at the bottom 
"Show Matched Information".  If all three, A U+C and C are unchecked, it will not 
import that transaction.


Indeed. I have found the best explanation hidden behind the "Help" button in 
the lower-left corner of the importer itself.

Strangely, it is different compared to the online PDF or the help file bundled 
with the application.


--
With regards,
A
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Re: [GNC] corporate profit tax ........... where to put

[Karl May]

Hello Jim,

Thank you for your response.

What I would do on paper I already lined out in my first email: equity-
liability swap. For this to happen there must be a an "approachable" equity 
account in gnucash, which from my understanding will only show a value if the 
"books are closed".

I.E. closing Income & Expense for the financial year, calculate profit and tax, 
book profit after tax into Equity, book tax on profit into liabilities, pay tax 
by reducing financial assets and liabilities.

However, "closing books" is discouraged as it interferes with the reporting 
features.

Further, IMHO one cannot put the profit tax under "Expenses" as they would turn 
up as cost in the P & L . catch 22 (except I deliberately de-select 
that account, which appears to be a crutch)

Due the gnucash discouraging "closing books" the accounting questions is a 
GnuCash questions.

Best 

On Monday, 8 May 2023 17:06:47 AEST Jim DeLaHunt wrote:
> Hello, Karl:
> 
> This sounds like an accounting question to me, not a GnuCash question? 
> How would your account advise you to track these transactions if you
> were using a pen and paper accounting book? You can do it the same way
> in GnuCash.
> 
> I am a bit surprised by your statement, "that gnucash has no separate
> Equity account". I see a top-level account "Equity" in my Chart of
> Accounts, and a whole tree of other accounts below it. Also, when I pay
> tax, I involve an account of type Expense for the transaction, e.g. an
> account like
>  Expense:My Business:Tax:Income Tax
> 
> I understand that accounts of Expense and Income are special cases of
> Equity accounts. But that too is an accounting question, not a GnuCash
> question.
> 
> I hope this helps,
>  —Jim DeLaHunt
> 
> On 2023-05-07 23:37, Karl May wrote:
> > Hi,
> > 
> > I am wondering where to put the tax on corporate profit.
> > 
> > My understanding from accounting training is:
> > 
> > 1) As long as not paid it would swap between Equity and Liability, i.e. 
the
> > equity shrinks by the tax amount and the liabilities increase by the tax
> > amount.
> > 
> > 2) At pay date it would be an asset-liability decrease, i.e. financial 
assets
> > and liabilities shrink by the tax amount.
> > 
> > Now . I understand that gnucash has no separate Equity account, at
> > least as long as the books are not closed. So how to book step 1)?
> > 
> > Thanks and best regards
> > 
> > Karl
> > 
> > 
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Re: [GNC] corporate profit tax ........... where to put

[Jim DeLaHunt]

Hello, Karl:

This sounds like an accounting question to me, not a GnuCash question?  
How would your account advise you to track these transactions if you 
were using a pen and paper accounting book? You can do it the same way 
in GnuCash.


I am a bit surprised by your statement, "that gnucash has no separate 
Equity account". I see a top-level account "Equity" in my Chart of 
Accounts, and a whole tree of other accounts below it. Also, when I pay 
tax, I involve an account of type Expense for the transaction, e.g. an 
account like

    Expense:My Business:Tax:Income Tax

I understand that accounts of Expense and Income are special cases of 
Equity accounts. But that too is an accounting question, not a GnuCash 
question.


I hope this helps,
    —Jim DeLaHunt

On 2023-05-07 23:37, Karl May wrote:

Hi,

I am wondering where to put the tax on corporate profit.

My understanding from accounting training is:

1) As long as not paid it would swap between Equity and Liability, i.e. the
equity shrinks by the tax amount and the liabilities increase by the tax
amount.

2) At pay date it would be an asset-liability decrease, i.e. financial assets
and liabilities shrink by the tax amount.

Now . I understand that gnucash has no separate Equity account, at
least as long as the books are not closed. So how to book step 1)?

Thanks and best regards

Karl


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[GNC] corporate profit tax ........... where to put

[Karl May]

Hi,

I am wondering where to put the tax on corporate profit.

My understanding from accounting training is:

1) As long as not paid it would swap between Equity and Liability, i.e. the 
equity shrinks by the tax amount and the liabilities increase by the tax 
amount.

2) At pay date it would be an asset-liability decrease, i.e. financial assets 
and liabilities shrink by the tax amount.

Now . I understand that gnucash has no separate Equity account, at 
least as long as the books are not closed. So how to book step 1)?

Thanks and best regards

Karl


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