Re: [GNC] Reports for Personal Finance

[Adrien Monteleone]

If you are that far along, the Budget module can 'auto-estimate' based 
on previous data. Investigate and play with that feature. Even if you 
don't use it as a basis of a new budget, it can at least provide you 
with some analysis that otherwise might be more difficult to craft in a 
report as it can grab data from multiple years. (and yes, once the 
budget is made, you can run a 'Budget Report' to get the figures)


Regards,
Adrien

On 12/5/23 9:46 AM, Tom Balazs wrote:

I finished importing and reconciling months of bank data. Now I want to put
that to good use.

For the case of an individual or a family, what are the most useful reports?

Common advice is that your emergency savings account should hold enough to
cover 6 months of expenses. In order to to do that, I need to know my
average monthly expenses. I guess I can use the Cash Flow report, look at
"Money Out" and divide that by how many months have gone by in the year. Is
there a better way to get average monthly expenses?

I like the Cash Flow report. But I wish I could sort it by amount, high to
low. That would be good to see as a stacked bar chart or a regular bar
chart.

I would like to see a multiple-account balance as a line chart or a bar
chart. In a way that shows me balances over time.

I guess I'm mostly interested in the Income and Expense reports, but also
in Assets and Liabilities.

What reports do you find useful?


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Re: [GNC] Selling an unpaid invoice to another business at face value?

[Adrien Monteleone]

Sorry Morgan, I didn't mean to exasperate you.

What I meant by 'How would you do this on paper?', was, "Using Pen and 
Ink, How would you record this according to standard Accounting rules?"


If you can do it with pen and ink, you can likely do it with GnuCash.

So the question, for this list, is rarely, if *never*, "What should I 
do?" You should already know (or been otherwise professionally advised 
of) that answer, have already attempted to do so using GnuCash, have hit 
some sort of stumbling block, and then request assistance.


We cannot provide accounting or legal advice here. Even if some of these 
users are officially qualified to do so, in their respective 
jurisdictions, and even if their jurisdiction matches yours, this is not 
the proper forum for such advice.


But once you have that answer, we can help with the mechanics of the 
software if you can't figure it out on your own.



Your attempted goal still isn't clear. As I noted, originally in your 
first post it appeared as if *you* were changing business entities and 
wanting to transfer debt owed by customers from one entity (which you 
were closing) to a succeeding entity.


Now it appears that you want to 'sell' a debt of a customer to some 
outside entity.


How you go about these two is quite likely very different, but in any 
case, no one here can offer you that advice.


You *must* obtain that advice from professional sources and then if you 
can't figure out how to implement that advice, ask here. When you ask, 
you already need to have been advised of the accounts to be involved and 
how the money is to 'flow' with the respective transactions.


Regards,
Adrien

On 12/5/23 10:19 AM, Morgan Read via gnucash-user wrote:

Thanks Adrian,

All I'm attempting to discover is how - in gnucash - can I use what is 
owned by somebodyA to pay off what is owed by somebodyB?  What is the 
procedure for using what is owed by one person to relieve another of the 
debt they owe?


On paper, I would take the invoice to somebodyB, copy it and staple the 
invoice to the invoice to somebodyA and then place the invoice to 
somebodyA in the paid invoices shoe box.


I'm sorry if I'm sounding exasperated .

The legal position in the UK is that if I sell the debt from companyA to 
companyB then companyA will be liable for income tax or company tax 
(depending on whether the entity is a natural person or legal person - 
not that a natural person isn't also a legal person, but a limited 
company is only a legal person) on the returns they receive for the 
sale.  CompanyB will also be liable for any returns it receives on the 
debt purchased.  So, legally, there is a double taxation issue.  Please 
can we leave the legal stuff out of this - I am a lawyer.  It's not a 
legal question.


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Re: [GNC] Advise me please: go up to 5.4.2 or stay at 4.13?

[AP]

On Mon, Dec 04, 2023 at 02:10:59PM -0500, Eric Chapman wrote:
> I do scan  through the posts to the GNUcash user list, so I know there were
> some issues with 5.x when it came out. But is 5.4 really up to every day
> work with no glitches?

For my use, yes but I've had it crash under duress (noob learning spree). :)

> Any advice at all?

No software is perfect.

No version is perfect.

No upgrade is pefect.

With each upgrade of any software you'll get less of the old bugs and more of
the minty fresh bugs. The hope is that there will be less new bugs than (now
removed) old bugs and that they will be less devastating in nature.

That said I like my bugs minty fresh so I'm on 5.4 and will upgrade when the
upgrade comes.

Now, if you want to give it a go, make a backup of your 4.x files and then run
5.4 on what you have. Poke, prod and twiddle until you feel ok about it. Then
delete those files, copy the 4.x files back from your backup and start work in
5.4 in earnest.

And above all else, always have backups. They'll lead to less salt in your
life which, in turn, will lead to less heart problems. ;)

Andrew
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Re: [GNC] Finance::Quote not working on MacOS

[Jim DeLaHunt]

Hello, Kunagu:

On 2023-12-05 22:35, kunagu varun kumar wrote:

Hi,

I cannot get Finance::Quote to get to working on my laptop. I’m getting an error 
"Failed to initialize Finance::Quote: missing_modules Finance::Quote”.

varun@Varun-Mac ~ % /Applications/Gnucash.app/Contents/MacOS/gnucash-cli 
--quotes info

Application Path /Applications/Gnucash.app/Contents/MacOS/gnucash-cli
Failed to initialize Finance::Quote: missing_modules Finance::Quote

varun@Varun-Mac ~ % sudo 
/Applications/Gnucash.app/Contents/Resources/bin/gnc-fq-update

Password:
Reading '/Users/varun/.cpan/Metadata'
   Database was generated on Wed, 06 Dec 2023 00:17:01 GMT
Test2 is up to date (1.302198).
Finance::Quote is up to date (1.58).
JSON::Parse is up to date (0.62).


Recent macOS changes, such as the advent of Apple Silicon-based Macs, 
and increased security controls, have made the methods for installing 
Finance::Quote more complex, with variations for different situations.


Some questions you can answer to help us help you:

Q1. What version of GnuCash are you using?

Q2. What version of macOS are you using?

Also, read the following sections of the GnuCash wiki, and see if they 
apply to you:








Does that help you progress?  Come back with answers to the above 
questions, and with questions based on reading the above sections of the 
wiki. Perhaps we will be able to help you some more.


Good luck!

    —Jim DeLaHunt

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Re: [GNC] Business use: Producing 1099s for vendors

[Adrien Monteleone]

The 'status' can change with the wind.

GnuCash, so far, does offer you a wealth of information concerning your 
activity with each 'vendor' that is most likely useful for information 
you have *already determined* need a 1099.


That is, your question is not a GnuCash question, but a legal one.

Answer your legal question, then ask how or does GnuCash provide the 
info you need to meet that legal obligation.


You need to seek the advice of a local competent professional—first.

We can only answer the question, "Now that I know what I need to do, how 
do I do this with GnuCash?"


Regards,
Adrien

On 12/5/23 1:46 PM, Eric Chapman wrote:

My little business sometimes has to provide 1099s to vendors and the IRS.

I was searching for how to best do that with GnuCash. I found a helpful 
tutorial here: 
https://www.reddit.com/r/GnuCash/comments/eqpkih/how_to_deal_with_usa_1099misc_in_gnucash/. It is 4 years old, but I read through it, and it looks as if it probably would still be useful.


I also found this question and answer from 2016: 
https://lists.gnucash.org/pipermail/gnucash-user/2016-April/065105.html


My questions:

(1) Is the tutorial on reddit my best approach or is there a better one 
somewhere? How do others using GnuCash do it?


(2) Is it true that GnuCash does not have a way to tag vendors as to 
their 1099 status, or did I just miss it? Seems to me each vendor could 
have a box ticked if it is not a corporation, and then if the annual 
payments to that vendor exceed $600, a report could be run.


Thank you!



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Re: [GNC] Strange error in OFX import

[David Carlson]

That bug may be a different symptom of the same problem or it may be a
different bug altogether.  Interestingly, my file does have the 
tag.

I attached my file to that bug report in case it helps with the diagnosis.

On Tue, Dec 5, 2023 at 9:56 PM john  wrote:

>
>
> On Dec 4, 2023, at 18:47, David Carlson 
> wrote:
>
> New to me, anyway.  Using release 4.8 in Linux importing to existing
> account which worked with a previous import last March with today's import
> I receive the error message "OFX File '/media...' 2 transactions processed,
> no transactions to match
>
> Why did it not proceed with the import?
>
>
>
> https://bugs.gnucash.org/show_bug.cgi?id=799109 ?
>
> Regards,
> John Ralls
>
>

-- 
David Carlson
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Re: [GNC] Advise me please: go up to 5.4.2 or stay at 4.13?

[Adrien Monteleone]

There is nothing wrong with that approach as long as you are clear on 
'what isn't wrong' and 'what isn't broken'.


Many bugs are fixed each release. Some of them are otherwise unknown 
bugs that the devs discover as they are refining the code and fixing 
other known bugs. But plenty are the result of existing bug reports on a 
previous version.


So while generally GnuCash performs well, the idea of 'not broke' is 
subjective depending on your needs and use case. And in some cases, for 
some needs, the latest and greatest fixes those bugs and thus makes the 
software that much more useful.


Of course, the question of, "Does this applies to me?", is for you alone 
to decide.


Regards,
Adrien

On 12/5/23 11:45 AM, G R Hewitt wrote:

There is always a drive to have the latest iteration of this, that and the
other - out with the old and in with the new.
My MacPro was bought off my son when his firm upgraded his to the latest
(being Apple they could afford to) and he was able to buy it from them.
It is a Mid 2010 and I have had it for 8 years and it does everything I
need. I have a 2017 iMac too, but my main go-to is the MacPro.

My point in telling you that is that if your current set up does all you
require, and you have no need for additional bells and whistles, I'd stick
with it
and save yourself the hassle of learning a new set of features and their
attendant bugs. The maxim 'If it ain't broke, don't fix it' comes to mind.

But. If you are full of daring-do and to hell with the consequences, by all
means upgrade, I did and I quite like it and with the pleasing interface
make-over
provided by a list member whose name regretfully escapes me, I'm very happy
with it.

If you can't make your mind up, toss a coin and if you are not happy with
the result, do the opposite.


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[GNC] Finance::Quote not working on MacOS

[kunagu varun kumar]

Hi,

I cannot get Finance::Quote to get to working on my laptop. I’m getting an 
error "Failed to initialize Finance::Quote: missing_modules Finance::Quote”.

varun@Varun-Mac ~ % /Applications/Gnucash.app/Contents/MacOS/gnucash-cli 
--quotes info

Application Path /Applications/Gnucash.app/Contents/MacOS/gnucash-cli
Failed to initialize Finance::Quote: missing_modules Finance::Quote

varun@Varun-Mac ~ % sudo 
/Applications/Gnucash.app/Contents/Resources/bin/gnc-fq-update

Password:
Reading '/Users/varun/.cpan/Metadata'
  Database was generated on Wed, 06 Dec 2023 00:17:01 GMT
Test2 is up to date (1.302198).
Finance::Quote is up to date (1.58).
JSON::Parse is up to date (0.62).

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Re: [GNC] Strange error in OFX import

[john]

> On Dec 4, 2023, at 18:47, David Carlson  wrote:
> 
> New to me, anyway.  Using release 4.8 in Linux importing to existing
> account which worked with a previous import last March with today's import
> I receive the error message "OFX File '/media...' 2 transactions processed,
> no transactions to match
> 
> Why did it not proceed with the import?


https://bugs.gnucash.org/show_bug.cgi?id=799109 ?

Regards,
John Ralls

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Re: [GNC] Reports for Personal Finance

[Tom Balazs]

Thanks, that's very helpful. I followed your recommendations and I like the
report much better now.

One thing, how do I make the column width for Description narrower. Do I
have to use Edit->Style Sheets to do that?

Tom

On Tue, Dec 5, 2023 at 12:46 PM R Losey  wrote:

>
>
> On Tue, Dec 5, 2023 at 9:48 AM Tom Balazs  wrote:
>
>> I finished importing and reconciling months of bank data. Now I want to
>> put
>> that to good use.
>>
>> For the case of an individual or a family, what are the most useful
>> reports?
>>
>> Common advice is that your emergency savings account should hold enough to
>> cover 6 months of expenses. In order to to do that, I need to know my
>> average monthly expenses. I guess I can use the Cash Flow report, look at
>> "Money Out" and divide that by how many months have gone by in the year.
>> Is
>> there a better way to get average monthly expenses?
>>
>> I like the Cash Flow report. But I wish I could sort it by amount, high to
>> low. That would be good to see as a stacked bar chart or a regular bar
>> chart.
>>
>> I would like to see a multiple-account balance as a line chart or a bar
>> chart. In a way that shows me balances over time.
>>
>> I guess I'm mostly interested in the Income and Expense reports, but also
>> in Assets and Liabilities.
>>
>> What reports do you find useful?
>>
>> Tom
>> ___
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>> Please remember to CC this list on all your replies.
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>>
>
> The Transaction Report is excellent.
>
> You'll need to select your accounts (you can start with selecting all of
> the Expense accounts - possibly Income as well, but the real key is to go
> into the Options display, go to the Sorting tab, change the Secondary key
> to "Date" with a monthly subtotal.  Also go to the Display tab, scroll down
> and enable the "Subtotal Table".
>
> You will then have, at the top of the report, for each month in your
> selected range, an amount by month with an average at the end.
>
> I find this very useful.
>
> --
> _
> Richard Losey
> rlo...@gmail.com
> Micah 6:8
>
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Re: [GNC] Selling an unpaid invoice to another business at face value?

[AP]

On Tue, Dec 05, 2023 at 04:19:01PM +, Morgan Read via gnucash-user wrote:
> Thanks Adrian,
> 
> All I'm attempting to discover is how - in gnucash - can I use what is owned
> by somebodyA to pay off what is owed by somebodyB?  What is the procedure
> for using what is owed by one person to relieve another of the debt they
> owe?
> 
> On paper, I would take the invoice to somebodyB, copy it and staple the
> invoice to the invoice to somebodyA and then place the invoice to somebodyA
> in the paid invoices shoe box.

So wouldn't this be:

* you have an invoiceX from CompanyA to CompanyD
* CompanyY creates invoiceY referencing invoiceX to CompanyB
* CompanyB pays CompanyA for invoiceY thus acquiring invoiceX
* CompanyB creates invoiceZ referencing invoiceX (that it now owns) to CompanyD

End result should be CompanyA's books being balanced and CompanyD's books being
unbalanced to the tune of invoiceX and thus requiring payment from CompanyD to
balance.

The link between the invoices is kept via invoiceY and invoiceZ.

Now I'm a newb to bookkeeping so hope that's both right and makes sense. :)

Andrew
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Re: [GNC] How to export reports to spreadsheet format(s)?

[Eric Chapman]

Hi, Michael,

Some others responded also, so now I have successfully exported to HTML 
and opened the files in a spreadsheet. I didn't know that was possible. 
Now I do. All's well, and I'm thankful for your help!


Eric

On 12/5/23 16:16, Michael or Penny Novack wrote:

On 12/5/2023 8:57 AM, Eric Chapman wrote:
How do I export data from reports to csv files or Excel/LibreOffice 
Calc files?


a) To use the last (as an example) LibreOffice Calc does NOT require 
the files it opens to be "LibreOffice Calc files" << it of course does 
prefer the open document version, .ods. >>  The same is true of Excel, 
etc. You are confusing the actual data format of a file with the file 
extension (of present).


b) Have you tried? Have you tried exporting a report from gnucash? It 
was exported as .html, yes? And so if you click on that object, it 
will use a browser to open it (because you surely have the extension 
.html associated to a browser. BUT --- have you tired this? Started 
the application LibreOffice and from there the application calc. That 
will assume you are doing a new spreadsheet, but see that "open" in 
the upper left. That lets you choose what file you want calc to open. 
Did you find it was unable to open the .html file? You can then do a 
"save as" choosing the type .ods, .xlsx, etc.


Michael 


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Re: [GNC] How to export reports to spreadsheet format(s)?

[Michael or Penny Novack]

On 12/5/2023 8:57 AM, Eric Chapman wrote:
How do I export data from reports to csv files or Excel/LibreOffice 
Calc files?


a) To use the last (as an example) LibreOffice Calc does NOT require the 
files it opens to be "LibreOffice Calc files" << it of course does 
prefer the open document version, .ods. >>  The same is true of Excel, 
etc. You are confusing the actual data format of a file with the file 
extension (of present).


b) Have you tried? Have you tried exporting a report from gnucash? It 
was exported as .html, yes? And so if you click on that object, it will 
use a browser to open it (because you surely have the extension .html 
associated to a browser. BUT --- have you tired this? Started the 
application LibreOffice and from there the application calc. That will 
assume you are doing a new spreadsheet, but see that "open" in the upper 
left. That lets you choose what file you want calc to open. Did you find 
it was unable to open the .html file? You can then do a "save as" 
choosing the type .ods, .xlsx, etc.


Michael

--
There is no possibility of social justice on a dead planet except the equality 
of the grave.

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Re: [GNC] Finance::Quote upgrade

[David G. Pickett via gnucash-user]

I run Ubuntu 22.04 and used flatpack to install:
Version: 5.4Build ID: Flathub 5.4.1Finance::Quote: 1.58

$ flatpak --helpUsage:  flatpak [OPTION…] COMMAND
Builtin Commands: Manage installed applications and runtimes  install           
     Install an application or runtime  update                 Update an 
installed application or runtime  uninstall              Uninstall an installed 
application or runtime  mask                   Mask out updates and automatic 
installation  pin                    Pin a runtime to prevent automatic removal 
 list                   List installed apps and/or runtimes  info               
    Show info for installed app or runtime  history                Show history 
 config                 Configure flatpak  repair                 Repair 
flatpak installation  create-usb             Put applications or runtimes onto 
removable media
 Find applications and runtimes  search                 Search for remote 
apps/runtimes
 Manage running applications  run                    Run an application  
override               Override permissions for an application  make-current    
       Specify default version to run  enter                  Enter the 
namespace of a running application  ps                     Enumerate running 
applications  kill                   Stop a running application
 Manage file access  documents              List exported files  
document-export        Grant an application access to a specific file  
document-unexport      Revoke access to a specific file  document-info          
Show information about a specific file
 Manage dynamic permissions  permissions            List permissions  
permission-remove      Remove item from permission store  permission-set        
 Set permissions  permission-show        Show app permissions  permission-reset 
      Reset app permissions
 Manage remote repositories  remotes                List all configured remotes 
 remote-add             Add a new remote repository (by URL)  remote-modify     
     Modify properties of a configured remote  remote-delete          Delete a 
configured remote  remote-ls              List contents of a configured remote  
remote-info            Show information about a remote app or runtime
 Build applications  build-init             Initialize a directory for building 
 build                  Run a build command inside the build dir  build-finish  
         Finish a build dir for export  build-export           Export a build 
dir to a repository  build-bundle           Create a bundle file from a ref in 
a local repository  build-import-bundle    Import a bundle file  build-sign     
        Sign an application or runtime  build-update-repo      Update the 
summary file in a repository  build-commit-from      Create new commit based on 
existing ref  repo                   Show information about a repo
Help Options:  -h, --help              Show help options
Application Options:  --version               Print version information and 
exit  --default-arch          Print default arch and exit  --supported-arches   
   Print supported arches and exit  --gl-drivers            Print active gl 
drivers and exit  --installations         Print paths for system installations 
and exit  --print-updated-env     Print the updated environment needed to run 
flatpaks  --print-system-only     Only include the system installation with 
--print-updated-env  -v, --verbose           Show debug information, -vv for 
more detail  --ostree-verbose        Show OSTree debug information

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Re: [GNC] Business use: Producing 1099s for vendors

[Eric Chapman]

Let me clarify that I'm using the word "vendors" below in the way 
GnuCash does: someone to whom one makes a payment. The IRS does not 
(best I can tell) require that 1099s be issued  for "Payments for 
merchandise, telegrams, telephone, freight, storage, and similar items." 
(That's a quotation from the instructions here: 
https://www.irs.gov/forms-pubs/about-form-1099-nec.


I don't rent anything from anyone, so I don't have to do rent 1099s. I 
think rent amounts go on 1099-MISC


There may be times when I hire a contractor to do non-employee work 
that's over $600. In that case I think I have to issue a 1099-NEC.


On 12/5/23 14:46, Eric Chapman wrote:

My little business sometimes has to provide 1099s to vendors and the IRS.

I was searching for how to best do that with GnuCash. I found a 
helpful tutorial here: 
https://www.reddit.com/r/GnuCash/comments/eqpkih/how_to_deal_with_usa_1099misc_in_gnucash/. 
It is 4 years old, but I read through it, and it looks as if it 
probably would still be useful.


I also found this question and answer from 2016: 
https://lists.gnucash.org/pipermail/gnucash-user/2016-April/065105.html


My questions:

(1) Is the tutorial on reddit my best approach or is there a better 
one somewhere? How do others using GnuCash do it?


(2) Is it true that GnuCash does not have a way to tag vendors as to 
their 1099 status, or did I just miss it? Seems to me each vendor 
could have a box ticked if it is not a corporation, and then if the 
annual payments to that vendor exceed $600, a report could be run.


Thank you!


--
Eric Chapman
GnuCash 4.14 on MacOS 14.1 Sonoma running on an Apple M3 Max computer.

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[GNC] Business use: Producing 1099s for vendors

[Eric Chapman]

My little business sometimes has to provide 1099s to vendors and the IRS.

I was searching for how to best do that with GnuCash. I found a helpful 
tutorial here: 
https://www.reddit.com/r/GnuCash/comments/eqpkih/how_to_deal_with_usa_1099misc_in_gnucash/. 
It is 4 years old, but I read through it, and it looks as if it probably 
would still be useful.


I also found this question and answer from 2016: 
https://lists.gnucash.org/pipermail/gnucash-user/2016-April/065105.html


My questions:

(1) Is the tutorial on reddit my best approach or is there a better one 
somewhere? How do others using GnuCash do it?


(2) Is it true that GnuCash does not have a way to tag vendors as to 
their 1099 status, or did I just miss it? Seems to me each vendor could 
have a box ticked if it is not a corporation, and then if the annual 
payments to that vendor exceed $600, a report could be run.


Thank you!

--
Eric Chapman
GnuCash 4.14 (probably soon to be 5.4) on MacOS 14.1 Sonoma running on an Apple 
M3 Max computer.

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Re: [GNC] Where can I download the 5.4 Tutorial and Concepts Guide (the "Documentation", which I call the "manual")

[Eric Chapman]

Thank you, David! I did not even know there was a manual. Now I do 
thanks to you.


Eric

On 12/5/23 14:30, David Cousens wrote:

Eric
Try this link for the PDF form of the guide
https://code.gnucash.org/docs/C/gnucash-guide.pdf
and
https://www.gnucash.org/docs/v5/C/gnucash-manual.pdf
for the manual.

David Cousens


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Re: [GNC] Where can I download the 5.4 Tutorial and Concepts Guide (the "Documentation", which I call the "manual")

[David Cousens]

Eric
Try this link for the PDF form of the guide
https://code.gnucash.org/docs/C/gnucash-guide.pdf
and 
https://www.gnucash.org/docs/v5/C/gnucash-manual.pdf
for the manual.

David Cousens

On Tue, 2023-12-05 at 10:05 -0500, Eric Chapman wrote:
> I found it: https://code.gnucash.org/docs/C/gnucash-guide.pdf
> 
> On 12/5/23 08:59, Eric Chapman wrote:
> > Where can I download the 5.4 Tutorial and Concepts Guide (the 
> > "Documentation", which I call the "manual")
> > 
> > I found the online version here 
> > (https://gnucash.org/docs/v5/C/gnucash-guide/titlepage.html), but 
> > can't find where the PDF is.
> > 
> > Thank you! 
> 
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Re: [GNC] Advise me please: go up to 5.4.2 or stay at 4.13?

[Kalpesh Patel]

I am believer in the maxim 'If it ain't broke, don't fix it' but today’s world 
is quite different then yesteryears. The “on-line” world isn’t that forgiving 
and it is hard to live without it so tread wisely.

 

I still have a fully functional Windows 10 desktop running on Intel Core 2 Quad 
Q6600 that was put together back in 2008… 

 

From: G R Hewitt  
Sent: Tuesday, December 05, 2023 12:45 PM
To: Kalpesh Patel ; GnuCash User List 

Subject: Re: [GNC] Advise me please: go up to 5.4.2 or stay at 4.13?

 

There is always a drive to have the latest iteration of this, that and the 
other - out with the old and in with the new.

My MacPro was bought off my son when his firm upgraded his to the latest (being 
Apple they could afford to) and he was able to buy it from them.

It is a Mid 2010 and I have had it for 8 years and it does everything I need. I 
have a 2017 iMac too, but my main go-to is the MacPro.

 

My point in telling you that is that if your current set up does all you 
require, and you have no need for additional bells and whistles, I'd stick with 
it

and save yourself the hassle of learning a new set of features and their 
attendant bugs. The maxim 'If it ain't broke, don't fix it' comes to mind.

 

But. If you are full of daring-do and to hell with the consequences, by all 
means upgrade, I did and I quite like it and with the pleasing interface 
make-over

provided by a list member whose name regretfully escapes me, I'm very happy 
with it.

 

If you can't make your mind up, toss a coin and if you are not happy with the 
result, do the opposite.  

 

 

On Tue, 5 Dec 2023 at 13:39, Kalpesh Patel mailto:kalpesh.pa...@usa.net> > wrote:

I am of the opinion that if you plan to stay on 4 series version then move up 
to its latest version which is 4.14.

-Original Message-
From: Eric Chapman mailto:gnucashl...@etchapman.com> > 
Sent: Monday, December 04, 2023 7:37 PM
To: GNUcash User List mailto:gnucash-user@gnucash.org> >
Subject: Re: [GNC] Advise me please: go up to 5.4.2 or stay at 4.13?

Adrien,

Thank you. That reminds me of what I'd read. I guess it was the auto-completing 
I noticed driving folks crazy at first. I think what I'll do is close the books 
(if I get advice to do so) on the 2022 numbers, and then upgrade to 5.4 and try 
it out for the 2023 data.

Gratefully,
Eric

On 12/4/23 16:26, Adrien Monteleone wrote:
> The 5.x series introduced a new way of auto-completing Descriptions. 
> (you get a drop down list to choose from if you want to)
>
> There are some kinks for a few folks, and the new method takes a 
> little getting used to, but overall I find it to be a vast 
> improvement. Some folks aren't so keen on it though.
>
> Many bugs have been fixed since 4.x. If you want a list, see the 
> release notes for each release. (5.0, 5.1, etc.)
>
> Regards,
> Adrie


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Re: [GNC] Reports for Personal Finance

[R Losey]

On Tue, Dec 5, 2023 at 9:48 AM Tom Balazs  wrote:

> I finished importing and reconciling months of bank data. Now I want to put
> that to good use.
>
> For the case of an individual or a family, what are the most useful
> reports?
>
> Common advice is that your emergency savings account should hold enough to
> cover 6 months of expenses. In order to to do that, I need to know my
> average monthly expenses. I guess I can use the Cash Flow report, look at
> "Money Out" and divide that by how many months have gone by in the year. Is
> there a better way to get average monthly expenses?
>
> I like the Cash Flow report. But I wish I could sort it by amount, high to
> low. That would be good to see as a stacked bar chart or a regular bar
> chart.
>
> I would like to see a multiple-account balance as a line chart or a bar
> chart. In a way that shows me balances over time.
>
> I guess I'm mostly interested in the Income and Expense reports, but also
> in Assets and Liabilities.
>
> What reports do you find useful?
>
> Tom
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The Transaction Report is excellent.

You'll need to select your accounts (you can start with selecting all of
the Expense accounts - possibly Income as well, but the real key is to go
into the Options display, go to the Sorting tab, change the Secondary key
to "Date" with a monthly subtotal.  Also go to the Display tab, scroll down
and enable the "Subtotal Table".

You will then have, at the top of the report, for each month in your
selected range, an amount by month with an average at the end.

I find this very useful.

-- 
_
Richard Losey
rlo...@gmail.com
Micah 6:8
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Re: [GNC] Advise me please: go up to 5.4.2 or stay at 4.13?

[G R Hewitt]

There is always a drive to have the latest iteration of this, that and the
other - out with the old and in with the new.
My MacPro was bought off my son when his firm upgraded his to the latest
(being Apple they could afford to) and he was able to buy it from them.
It is a Mid 2010 and I have had it for 8 years and it does everything I
need. I have a 2017 iMac too, but my main go-to is the MacPro.

My point in telling you that is that if your current set up does all you
require, and you have no need for additional bells and whistles, I'd stick
with it
and save yourself the hassle of learning a new set of features and their
attendant bugs. The maxim 'If it ain't broke, don't fix it' comes to mind.

But. If you are full of daring-do and to hell with the consequences, by all
means upgrade, I did and I quite like it and with the pleasing interface
make-over
provided by a list member whose name regretfully escapes me, I'm very happy
with it.

If you can't make your mind up, toss a coin and if you are not happy with
the result, do the opposite.


On Tue, 5 Dec 2023 at 13:39, Kalpesh Patel  wrote:

> I am of the opinion that if you plan to stay on 4 series version then move
> up to its latest version which is 4.14.
>
> -Original Message-
> From: Eric Chapman 
> Sent: Monday, December 04, 2023 7:37 PM
> To: GNUcash User List 
> Subject: Re: [GNC] Advise me please: go up to 5.4.2 or stay at 4.13?
>
> Adrien,
>
> Thank you. That reminds me of what I'd read. I guess it was the
> auto-completing I noticed driving folks crazy at first. I think what I'll
> do is close the books (if I get advice to do so) on the 2022 numbers, and
> then upgrade to 5.4 and try it out for the 2023 data.
>
> Gratefully,
> Eric
>
> On 12/4/23 16:26, Adrien Monteleone wrote:
> > The 5.x series introduced a new way of auto-completing Descriptions.
> > (you get a drop down list to choose from if you want to)
> >
> > There are some kinks for a few folks, and the new method takes a
> > little getting used to, but overall I find it to be a vast
> > improvement. Some folks aren't so keen on it though.
> >
> > Many bugs have been fixed since 4.x. If you want a list, see the
> > release notes for each release. (5.0, 5.1, etc.)
> >
> > Regards,
> > Adrie
>
>
> ___
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> https://lists.gnucash.org/mailman/listinfo/gnucash-user
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Re: [GNC] Selling an unpaid invoice to another business at face value?

[Morgan Read via gnucash-user]

Thanks Adrian,

All I'm attempting to discover is how - in gnucash - can I use what is 
owned by somebodyA to pay off what is owed by somebodyB?  What is the 
procedure for using what is owed by one person to relieve another of the 
debt they owe?


On paper, I would take the invoice to somebodyB, copy it and staple the 
invoice to the invoice to somebodyA and then place the invoice to 
somebodyA in the paid invoices shoe box.


I'm sorry if I'm sounding exasperated .

The legal position in the UK is that if I sell the debt from companyA to 
companyB then companyA will be liable for income tax or company tax 
(depending on whether the entity is a natural person or legal person - 
not that a natural person isn't also a legal person, but a limited 
company is only a legal person) on the returns they receive for the 
sale.  CompanyB will also be liable for any returns it receives on the 
debt purchased.  So, legally, there is a double taxation issue.  Please 
can we leave the legal stuff out of this - I am a lawyer.  It's not a 
legal question.


Thanks, in hope,
Morgan.


I'm not sure that adds much clarity.

Your initial description appeared to be that you had two business 
entities and you were transferring old debts owed to the first entity, 
to a new one - where you control/own both.


Now it appears that you are 'selling a debt' owed by one entity, to 
another who will ultimately pay it.


I'll refer you back to both Michael & David's reply in your linked thread:

#1 - (Michael) How would you do this on Pen & Paper accounting?

#2 - (David) This is a ultimately a legal question. Get that straight 
first. Then once you get official advice on how to record this, you have 
your answer, but if you are having trouble entering the transactions, we 
can help.


We cannot advise you *how* this should be recorded. We can only help 
with the mechanics in GnuCash.


-

For a more general case of transferring the Receivables balance from one 
'customer' to another, you would need to employ an intermediary account.


Investigate the concept of 'Allowance for Doubtful Accounts' and 'Bad 
Debt Expense'.


Regards,
Adrien

On 12/5/23 7:52 AM, Morgan Read via gnucash-user wrote:
This is a follow up, with - I hope - a bit more precision and clarity - 
to this post:

https://lists.gnucash.org/pipermail/gnucash-user/2023-August/108615.html

I wish to sell an unpaid invoice made out to business A (old debtor) to 
another business B at face value - I raise an invoice to business B for 
the sale of the invoice with the value of the invoice made out to 
business A.  How do I transfer the new amount now owed by business B 
(new debtor) to clear the debt of business A?


I had thought that the process described clear an invoice against a 
credit note might be adapted to work.  However, it does not seem 
possible to get more than one customer to show in the Process Payment 
window.


--
Morgan Read

Grande Bretagne
Em: 


OpenPGP_signature.asc
Description: OpenPGP digital signature
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Re: [GNC] Why or why not to do year-end closing journal entries? (Close Books?)

[Stan Brown (using GC 4.14)]

Oops! Thanks for the heads-up, Geoff.

I mentally tune out those figures at the bottom because I never
understand what they mean, so I failed to cover them up when covered the
others. And it was only after I'd sent the screenshot that I realized I
could have cut off everything below the header line anyway.

I don't have Liz's contact info, but sent John a request.

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

On 2023-12-04 17:48, Stan Brown (using GC 4.14) wrote:
> 
> 
> Stan Brown
> Tehachapi, CA, USA
> https://BrownMath.com
> 
> On 2023-12-04 17:29, Eric Chapman wrote:
>> Stan,
>>
>> Could you please take a screenshot of the down arrow you are talking
>> about and attach it? I can't seem to find it.
>>
>> Thanks!
>>
>> Eric
>>
>> On 12/4/23 20:25, Stan Brown wrote:
>>> On 2023-12-04 17:07, Eric Chapman wrote:
 OK, it looks as if it's just as good not to close the books, if, e.g., I
 might want to run an income statement comparing 2022 and 2023.

 However, does that mean that every time I look at the "Accounts" tab I
 will see ever-growing amounts that reflect transactions from "Day 1" of
 starting to use GnuCash? And, correspondingly, I'll have to run a
 current year income statement report to see what I was able to see at a
 glance in Year 1? Seems less than ideal, but …

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Re: [GNC] How to export reports to spreadsheet format(s)?

[Eric Chapman]

OK, sounds like it's doable. Will try. Thank you.

Eric

On 12/5/23 10:38, Adrien Monteleone wrote:

#1 - Run Report, Select-All, Copy, Open Spreadsheet app, Paste

#2 - Run Report, Export as HTML, Open resulting file with Spreadsheet 
app.


#3 - Run Report, Export, Use 'Insert from File' in Spreadsheet app.

With the last two, you will likely be asked to confirm formatting ala 
importing a CSV file. Modern versions of spreadsheet apps are pretty 
good at recognizing HTML tables. Those two options also use your 
default styling of the spreadsheet whereas #1 will preserve the styles 
of the original report from GnuCash.


Regards,
Adrien

On 12/5/23 7:57 AM, Eric Chapman wrote:
How do I export data from reports to csv files or Excel/LibreOffice 
Calc files? 


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[GNC] Reports for Personal Finance

[Tom Balazs]

I finished importing and reconciling months of bank data. Now I want to put
that to good use.

For the case of an individual or a family, what are the most useful reports?

Common advice is that your emergency savings account should hold enough to
cover 6 months of expenses. In order to to do that, I need to know my
average monthly expenses. I guess I can use the Cash Flow report, look at
"Money Out" and divide that by how many months have gone by in the year. Is
there a better way to get average monthly expenses?

I like the Cash Flow report. But I wish I could sort it by amount, high to
low. That would be good to see as a stacked bar chart or a regular bar
chart.

I would like to see a multiple-account balance as a line chart or a bar
chart. In a way that shows me balances over time.

I guess I'm mostly interested in the Income and Expense reports, but also
in Assets and Liabilities.

What reports do you find useful?

Tom
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Re: [GNC] How to export reports to spreadsheet format(s)?

[Eric Chapman]

OK, thank you! I will try it.

On 12/5/23 10:41, Maf. King wrote:

On Tuesday, 5 December 2023 15:11:26 GMT Eric Chapman wrote:

When I try to print to file from GnuCash 4.14, I only see the three
options in the screenshot attached: PDF, PostScript, and SVG. Hmmm…

On 12/5/23 10:08, Eric Chapman wrote:

I did find this, but it does not appear to have any solution:
https://lists.gnucash.org/pipermail/gnucash-user/2023-March/106080.html

Is it true that GnuCash only exports to HTML?

Most spreadheet programs can read the HTML saved by GC.  I know for a fact
that LibreOffice is quite happy with it.

Or, you can select all the text in a report and copy/paste into a blank
spreadsheet.

HTH,

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Re: [GNC] How to export reports to spreadsheet format(s)?

[Maf. King]

On Tuesday, 5 December 2023 15:11:26 GMT Eric Chapman wrote:
> When I try to print to file from GnuCash 4.14, I only see the three
> options in the screenshot attached: PDF, PostScript, and SVG. Hmmm…
> 
> On 12/5/23 10:08, Eric Chapman wrote:
> > I did find this, but it does not appear to have any solution:
> > https://lists.gnucash.org/pipermail/gnucash-user/2023-March/106080.html
> > 
> > Is it true that GnuCash only exports to HTML?

Most spreadheet programs can read the HTML saved by GC.  I know for a fact 
that LibreOffice is quite happy with it.

Or, you can select all the text in a report and copy/paste into a blank 
spreadsheet.

HTH,
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.

Re: [GNC] How to export reports to spreadsheet format(s)?

[Adrien Monteleone]

#1 - Run Report, Select-All, Copy, Open Spreadsheet app, Paste

#2 - Run Report, Export as HTML, Open resulting file with Spreadsheet app.

#3 - Run Report, Export, Use 'Insert from File' in Spreadsheet app.

With the last two, you will likely be asked to confirm formatting ala 
importing a CSV file. Modern versions of spreadsheet apps are pretty 
good at recognizing HTML tables. Those two options also use your default 
styling of the spreadsheet whereas #1 will preserve the styles of the 
original report from GnuCash.


Regards,
Adrien

On 12/5/23 7:57 AM, Eric Chapman wrote:
How do I export data from reports to csv files or Excel/LibreOffice Calc 
files?




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Re: [GNC] Where can I download the 5.4 Tutorial and Concepts Guide (the "Documentation", which I call the "manual")

[Adrien Monteleone]

Did you not see the 'Documentation' link in the website menu that points 
here:


https://gnucash.org/docs.phtml

?

Regards,
Adrien

On 12/5/23 9:05 AM, Eric Chapman wrote:

I found it: https://code.gnucash.org/docs/C/gnucash-guide.pdf


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Re: [GNC] Selling an unpaid invoice to another business at face value?

[Adrien Monteleone]

I'm not sure that adds much clarity.

Your initial description appeared to be that you had two business 
entities and you were transferring old debts owed to the first entity, 
to a new one - where you control/own both.


Now it appears that you are 'selling a debt' owed by one entity, to 
another who will ultimately pay it.


I'll refer you back to both Michael & David's reply in your linked thread:

#1 - (Michael) How would you do this on Pen & Paper accounting?

#2 - (David) This is a ultimately a legal question. Get that straight 
first. Then once you get official advice on how to record this, you have 
your answer, but if you are having trouble entering the transactions, we 
can help.


We cannot advise you *how* this should be recorded. We can only help 
with the mechanics in GnuCash.


-

For a more general case of transferring the Receivables balance from one 
'customer' to another, you would need to employ an intermediary account.


Investigate the concept of 'Allowance for Doubtful Accounts' and 'Bad 
Debt Expense'.


Regards,
Adrien

On 12/5/23 7:52 AM, Morgan Read via gnucash-user wrote:
This is a follow up, with - I hope - a bit more precision and clarity - 
to this post:

https://lists.gnucash.org/pipermail/gnucash-user/2023-August/108615.html

I wish to sell an unpaid invoice made out to business A (old debtor) to 
another business B at face value - I raise an invoice to business B for 
the sale of the invoice with the value of the invoice made out to 
business A.  How do I transfer the new amount now owed by business B 
(new debtor) to clear the debt of business A?


I had thought that the process described clear an invoice against a 
credit note might be adapted to work.  However, it does not seem 
possible to get more than one customer to show in the Process Payment 
window.


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Re: [GNC] How to export reports to spreadsheet format(s)?

[Eric Chapman]

When I try to print to file from GnuCash 4.14, I only see the three 
options in the screenshot attached: PDF, PostScript, and SVG. Hmmm…


On 12/5/23 10:08, Eric Chapman wrote:
I did find this, but it does not appear to have any solution: 
https://lists.gnucash.org/pipermail/gnucash-user/2023-March/106080.html


Is it true that GnuCash only exports to HTML?
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Re: [GNC] How to export reports to spreadsheet format(s)?

[Eric Chapman]

I did find this, but it does not appear to have any solution: 
https://lists.gnucash.org/pipermail/gnucash-user/2023-March/106080.html


Is it true that GnuCash only exports to HTML?

On 12/5/23 08:57, Eric Chapman wrote:
How do I export data from reports to csv files or Excel/LibreOffice 
Calc files?



--
Eric Chapman
GnuCash 4.14 (probably soon to be 5.4) on MacOS 14.1 Sonoma running on an Apple 
M3 Max computer.

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Re: [GNC] Where can I download the 5.4 Tutorial and Concepts Guide (the "Documentation", which I call the "manual")

[Eric Chapman]

I found it: https://code.gnucash.org/docs/C/gnucash-guide.pdf

On 12/5/23 08:59, Eric Chapman wrote:
Where can I download the 5.4 Tutorial and Concepts Guide (the 
"Documentation", which I call the "manual")


I found the online version here 
(https://gnucash.org/docs/v5/C/gnucash-guide/titlepage.html), but 
can't find where the PDF is.


Thank you! 


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[GNC] Where can I download the 5.4 Tutorial and Concepts Guide (the "Documentation", which I call the "manual")

[Eric Chapman]

Where can I download the 5.4 Tutorial and Concepts Guide (the 
"Documentation", which I call the "manual")


I found the online version here 
(https://gnucash.org/docs/v5/C/gnucash-guide/titlepage.html), but can't 
find where the PDF is.


Thank you!

--
Eric Chapman
GnuCash 4.14 (soon to move to 5.4, I think) on MacOS 14.1 Sonoma running on an 
Apple M3 Max computer.

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[GNC] How to export reports to spreadsheet format(s)?

[Eric Chapman]

How do I export data from reports to csv files or Excel/LibreOffice Calc 
files?


--
Eric Chapman
GnuCash 4.14 (moving soon to 5.4, I think) on MacOS 14.1 Sonoma running on an 
Apple M3 Max computer.

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[GNC] Selling an unpaid invoice to another business at face value?

[Morgan Read via gnucash-user]

This is a follow up, with - I hope - a bit more precision and clarity - 
to this post:

https://lists.gnucash.org/pipermail/gnucash-user/2023-August/108615.html

I wish to sell an unpaid invoice made out to business A (old debtor) to 
another business B at face value - I raise an invoice to business B for 
the sale of the invoice with the value of the invoice made out to 
business A.  How do I transfer the new amount now owed by business B 
(new debtor) to clear the debt of business A?


I had thought that the process described clear an invoice against a 
credit note might be adapted to work.  However, it does not seem 
possible to get more than one customer to show in the Process Payment 
window.


Thanks.
--
Morgan Read

Grande Bretagne
Em: 


OpenPGP_signature.asc
Description: OpenPGP digital signature
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Re: [GNC] Advise me please: go up to 5.4.2 or stay at 4.13?

[Eric Chapman]

Thank you, Kalpesh. I did that yesterday (now I'm on 4.14). I don't even 
know for sure why I was on 4.13. Maybe that's where the program was when 
I finished with year-end data stuff last cycle …


I think I'll go up to 5.4 today and see what I think before I input data 
for 2023.


Eric

On 12/5/23 08:38, Kalpesh Patel wrote:

I am of the opinion that if you plan to stay on 4 series version then move up 
to its latest version which is 4.14.



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Re: [GNC] Advise me please: go up to 5.4.2 or stay at 4.13?

[Kalpesh Patel]

I am of the opinion that if you plan to stay on 4 series version then move up 
to its latest version which is 4.14.

-Original Message-
From: Eric Chapman  
Sent: Monday, December 04, 2023 7:37 PM
To: GNUcash User List 
Subject: Re: [GNC] Advise me please: go up to 5.4.2 or stay at 4.13?

Adrien,

Thank you. That reminds me of what I'd read. I guess it was the auto-completing 
I noticed driving folks crazy at first. I think what I'll do is close the books 
(if I get advice to do so) on the 2022 numbers, and then upgrade to 5.4 and try 
it out for the 2023 data.

Gratefully,
Eric

On 12/4/23 16:26, Adrien Monteleone wrote:
> The 5.x series introduced a new way of auto-completing Descriptions. 
> (you get a drop down list to choose from if you want to)
>
> There are some kinks for a few folks, and the new method takes a 
> little getting used to, but overall I find it to be a vast 
> improvement. Some folks aren't so keen on it though.
>
> Many bugs have been fixed since 4.x. If you want a list, see the 
> release notes for each release. (5.0, 5.1, etc.)
>
> Regards,
> Adrie


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Re: [GNC] Finance::Quote upgrade

[Kalpesh Patel]

In case anyone has curiosity for the CPAN module configuration settings,
refer to https://metacpan.org/pod/CPAN#Config-Variables link.

-Original Message-
From: Kalpesh Patel  
Sent: Monday, December 04, 2023 1:23 PM
To: 'James Edmunds' 
Cc: 'Geoff' ; gnucash-user@gnucash.org
Subject: Re: [GNC] Finance::Quote upgrade

As a post-install note, the Perl's CPAN module may not be configured sanely
or configuration initialized at all. 

Normally if the CPAN's 'prerequisites_policy' setting (configured with
'follow' option), 'build_requires_install_policy' setting (with 'yes') and
'make' settings (with fully qualified path to a make that is found by search
or compatible one) are properly set then that should have installed all
pre-requisite dependencies automatically. These are the sane defaults that
gets configures with when CPAN module is initialized.

You may want to review for future updates/upgrades.


-Original Message-
From: James Edmunds 
Sent: Monday, December 04, 2023 10:25 AM
To: Geoff ; gnucash-user@gnucash.org
Subject: Re: [GNC] Finance::Quote upgrade

I have fixed the last missing module by "sudo apt-get install
libxml-libxml-perl "

Finance::Quote 1.58  is installed now .
Thank you everybody .

From: gnucash-user 
on behalf of James Edmunds 
Sent: 04 December 2023 12:30
To: Geoff ; gnucash-user@gnucash.org

Subject: Re: [GNC] Finance::Quote upgrade

Geoff
Thank you very much for the " Make"  suggestion , that removed most errors .

Now there is only one error left  -see below "   Module 'XML::LibXML' is not
installed '

I don't know how to fix this .


m@jm-OptiPlex-9020:~$ sudo cpanm Finance::Quote [sudo] password for jm:
--> Working on Finance::Quote
Fetching
http://www.cpan.org/authors/id/B/BP/BPSCHUCK/Finance-Quote-1.58.tar.gz ...
OK Configuring Finance-Quote-1.58 ... OK ==> Found dependencies: XML::LibXML
--> Working on XML::LibXML
Fetching
http://www.cpan.org/authors/id/S/SH/SHLOMIF/XML-LibXML-2.0209.tar.gz ... OK
==> Found dependencies: Alien::Libxml2
--> Working on Alien::Libxml2
Fetching
http://www.cpan.org/authors/id/P/PL/PLICEASE/Alien-Libxml2-0.19.tar.gz ...
OK Configuring Alien-Libxml2-0.19 ... OK Building and testing
Alien-Libxml2-0.19 ... FAIL ! Installing Alien::Libxml2 failed. See
/root/.cpanm/work/1701691544.81716/build.log for details. Retry with --force
to force install it.
! Installing the dependencies failed: Module 'Alien::Libxml2' is not
installed ! Bailing out the installation for XML-LibXML-2.0209.
! Installing the dependencies failed: Module 'XML::LibXML' is not installed
! Bailing out the installation for Finance-Quote-1.58.
jm@jm-OptiPlex-9020:~$


From: Geoff 
Sent: 04 December 2023 09:04
To: gnucash-user@gnucash.org ; James Edmunds

Cc: Maf. King 
Subject: Re: [GNC] Finance::Quote upgrade

Hi James

You don't need a compiler to install Perl modules like Finance::Quote but
you do need a working "make" utility, which is normally included by default.

Some troubleshooting information here:

https://www.phind.com/search?cache=xbbtjpvwn5ifzh8wmo7htxet

Hope this helps.

Geoff
=

On 4/12/2023 7:48 pm, Maf. King wrote:
> On Monday, 4 December 2023 07:55:05 GMT James Edmunds wrote:
>> I tried to upgrade from Ubuntu 18.04 to Ubuntu 20.04  . There was 
>> some file
>
>> ! Can't configure the distribution. You probably need to have 'make'. 
>> See
>
> I don't know the exact package names for Ubuntu, but it looks to me 
> that you need to install (at least) the "make" package, and quite 
> possibly some other build / compile/ development stuff.
>
> good luck.
> Maf.
>
>
>
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Re: [GNC] How to fix: I posted a bill to 1969 (should be 2022)

[Eric Chapman]

Thank you, Adrien!

Eric

On 12/4/23 22:22, Adrien Monteleone wrote:
You didn't post it to 12/31/1969, but likely entered an invalid date. 
(easy to do when typing and clicking fast) GnuCash will sometimes 
default to that date in such a case.


To fix it, simply unpost and repost with the correct date.  If you 
need to change the 'opening date', then after unposting, click the 
Edit button *on the toolbar* (not within the invoice UI), change the 
date as needed, then repost with the proper date.


Regards,
Adrien

On 12/4/23 8:17 PM, Eric Chapman wrote:

Hi, everyone.

I just found an error in the 2022 data. I used vendors and bills and 
entered an invoice with a date of 1969!


I can't figure out how to change the date on it or otherwise fix the 
problem.


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Re: [GNC] How to "lock" expenses from previous year?

[Eric Chapman]

Thanks, Adrien!

Eric

On 12/4/23 22:30, Adrien Monteleone wrote:
That will only keep you from editing those reconciled transactions 
without receiving a warning. (that is, you *can* still edit them, they 
are not 'locked' but you will get a warning about editing a reconciled 
transaction, which you can override, and also, dismiss the warning, 
which means you won't see it next time you try editing a reconciled 
transaction)


There is a read-only threshold, under File > Preferences but it is 
quite limited as it is a sliding-window by number of previous days. So 
you'd have to change it each and every day as the year went on. And 
that applies to all accounts, not just some.


An alternative is to create an archive folder with a copy of the book, 
and possibly the annual reports in PDF form. That way if you ever 
needed to go back to see if you inadvertently edited something, you'd 
have a backup at that state to verify changes. Having a good backup 
strategy helps too.


You can also make accounts placeholders which prevents *new* 
transactions from being entered, but that doesn't stop you from 
editing previous transactions.


Otherwise, no, you can't lock accounts from editing.

Regards,
Adrien


--
Eric Chapman
GnuCash 4.14 on MacOS 14.1 Sonoma running on an Apple M3 Max computer.

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