Re: [GNC] New user looking for some reporting help

[R Losey]

I used Quicken, not QB, but I also became fed up with Quicken and Intuit
that I changed to GnuCash and haven't missed it a bit.

I really like GnuCash -- but the reports are not as out-of-the-box as they
are with Quicken; you usually have to tweak things to get them to work. I
don't remember what the  Balance and P reports showed in Quicken... what
I wanted is what I've spent, per month, and average to check against my
budget, and I think some kind person here told me about the Transaction
Report, which did what I needed.

I wish you the very best in your GnuCash experience!


On Tue, Apr 2, 2024 at 5:35 PM fromvendor  wrote:

> Hi, I'm trying to figure out how to get some reports like I used to get
> out of quickbooks.  QB has made me so mad that I've abandoned them for this
> year and I'm using GNUCash.
>
> I'm using Version 5.5.  (probably doesn't matter but I just today got the
> Quotes thing working (three failures to install - each one got further
> until 3rd time charm).  )
>
> I'm having difficulty on a few things that I can't seem to figure out how
> to do especially in regards to reporting.
>
> One set of reports I'd like is Balance and P reports with Monthly
> columns.
>
> So, I'd specify the overall date range (say 1 Jan to 31 March) and tell it
> I want columns for each month and a column for the total for the selected
> date range.
>
> Is this something that already exists?  Are there custom reports that can
> do this?  Are there "Add on" reports that I can get (and if so, where)?
>
> This message also serves as my first message using a mail list in about 20
> years so I'm hoping I've got it set up right.
>
> Blessings,
> -g
> ___
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-- 
_
Richard Losey
rlo...@gmail.com
Micah 6:8
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Re: [GNC] New user looking for some reporting help

[fromvendor]

Geoff,  thank you!!

It was the period duration that got me - I misinterpreted its meaning.  
Changing to One Month did the trick.

Thanks again!
-g

-Original Message-
From: Geoff [mailto:cleanoutmys...@gmail.com] 
Sent: Tuesday, April 02, 2024 10:02 PM
To: fromvendor; 'gnucash-user@gnucash.org'
Subject: Re: [GNC] New user looking for some reporting help

See attached - hope this helps.

Period Duration granularity is Weekly / Fortnightly / Monthly / 
Quarterly / Half Yearly / Annually.

You can also set specific Start and End dates.

Regards

Geoff
=

On 3/04/2024 12:04 pm, fromvendor wrote:
> Geoff,
> That's it!  However I can't get it to produce right when I try it.
> 
> Can you send me relevant shots of your options for them?  I have a couple of 
> months of data but I only get two columns of numbers 1/1/24 and 12/31/24.
> 
> I'm still using 5.5 and 5.6 is new enough that I'll stay away for a bit 
> unless I "HAVE TO" go forward.  I've lived the bleeding edge for too many 
> years, I want to stay away from it if I can.
> 
> And thanks for the welcome!
> 
> Thanks!
> 
> -Original Message-
> From: Geoff [mailto:cleanoutmys...@gmail.com]
> Sent: Tuesday, April 02, 2024 7:40 PM
> To: fromvendor; 'gnucash-user@gnucash.org'
> Subject: Re: [GNC] New user looking for some reporting help
> 
> And the "Income Statement (Multicolumn)" report works the same way - see
> attached.
> 
> Regards
> 
> Geoff
> =
> 
> On 3/04/2024 11:23 am, Geoff wrote:
>> Hi Greg, and welcome to the wonderful world of GnuCash!
>>
>> Try the "Balance Sheet (Multicolumn)" report and play around with the
>> Options - see attached screenshot.
>>
>> Windows 10 GnuCash v5.6 Build ID: git 5.6-2-g9f998892b5+(2024-04-01)
>>
>> Regards
>>
>> Geoff
>> =
>>
>> On 3/04/2024 9:34 am, fromvendor wrote:
>>> Hi, I'm trying to figure out how to get some reports like I used to
>>> get out of quickbooks.  QB has made me so mad that I've abandoned them
>>> for this year and I'm using GNUCash.
>>>
>>> I'm using Version 5.5.  (probably doesn't matter but I just today got
>>> the Quotes thing working (three failures to install - each one got
>>> further until 3rd time charm).  )
>>>
>>> I'm having difficulty on a few things that I can't seem to figure out
>>> how to do especially in regards to reporting.
>>>
>>> One set of reports I'd like is Balance and P reports with Monthly
>>> columns.
>>>
>>> So, I'd specify the overall date range (say 1 Jan to 31 March) and
>>> tell it I want columns for each month and a column for the total for
>>> the selected date range.
>>>
>>> Is this something that already exists?  Are there custom reports that
>>> can do this?  Are there "Add on" reports that I can get (and if so,
>>> where)?
>>>
>>> This message also serves as my first message using a mail list in
>>> about 20 years so I'm hoping I've got it set up right.
>>>
>>> Blessings,
>>> -g
>>> ___
>>> gnucash-user mailing list
>>> gnucash-user@gnucash.org
>>> To update your subscription preferences or to unsubscribe:
>>> https://lists.gnucash.org/mailman/listinfo/gnucash-user
>>> -
>>> Please remember to CC this list on all your replies.
>>> You can do this by using Reply-To-List or Reply-All.
> ___
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Re: [GNC] New user looking for some reporting help

[fromvendor]

Geoff,
That's it!  However I can't get it to produce right when I try it.

Can you send me relevant shots of your options for them?  I have a couple of 
months of data but I only get two columns of numbers 1/1/24 and 12/31/24.

I'm still using 5.5 and 5.6 is new enough that I'll stay away for a bit unless 
I "HAVE TO" go forward.  I've lived the bleeding edge for too many years, I 
want to stay away from it if I can.

And thanks for the welcome!

Thanks!


For help with any of our services, please reach out to our Helpdesk:  
helpd...@outtacyte.com

OuttaCyTE / Greg’s Helpdesk
E-Mail: helpd...@outtacyte.com
Phone: 830-672-9068, Dial ext. 852 to reach a staff person during office hours

-Original Message-
From: Geoff [mailto:cleanoutmys...@gmail.com] 
Sent: Tuesday, April 02, 2024 7:40 PM
To: fromvendor; 'gnucash-user@gnucash.org'
Subject: Re: [GNC] New user looking for some reporting help

And the "Income Statement (Multicolumn)" report works the same way - see 
attached.

Regards

Geoff
=

On 3/04/2024 11:23 am, Geoff wrote:
> Hi Greg, and welcome to the wonderful world of GnuCash!
> 
> Try the "Balance Sheet (Multicolumn)" report and play around with the 
> Options - see attached screenshot.
> 
> Windows 10 GnuCash v5.6 Build ID: git 5.6-2-g9f998892b5+(2024-04-01)
> 
> Regards
> 
> Geoff
> =
> 
> On 3/04/2024 9:34 am, fromvendor wrote:
>> Hi, I'm trying to figure out how to get some reports like I used to 
>> get out of quickbooks.  QB has made me so mad that I've abandoned them 
>> for this year and I'm using GNUCash.
>>
>> I'm using Version 5.5.  (probably doesn't matter but I just today got 
>> the Quotes thing working (three failures to install - each one got 
>> further until 3rd time charm).  )
>>
>> I'm having difficulty on a few things that I can't seem to figure out 
>> how to do especially in regards to reporting.
>>
>> One set of reports I'd like is Balance and P reports with Monthly 
>> columns.
>>
>> So, I'd specify the overall date range (say 1 Jan to 31 March) and 
>> tell it I want columns for each month and a column for the total for 
>> the selected date range.
>>
>> Is this something that already exists?  Are there custom reports that 
>> can do this?  Are there "Add on" reports that I can get (and if so, 
>> where)?
>>
>> This message also serves as my first message using a mail list in 
>> about 20 years so I'm hoping I've got it set up right.
>>
>> Blessings,
>> -g
>> ___
>> gnucash-user mailing list
>> gnucash-user@gnucash.org
>> To update your subscription preferences or to unsubscribe:
>> https://lists.gnucash.org/mailman/listinfo/gnucash-user
>> -
>> Please remember to CC this list on all your replies.
>> You can do this by using Reply-To-List or Reply-All.
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Re: [GNC] View Transactions After Importing from CSV

[Tom Balazs]

It is set to: QIF import: Default Transaction Status: Not Cleared

On Tue, Apr 2, 2024 at 6:59 PM David Carlson 
wrote:

> Tom,
>
> Take a look at your setting for Edit > Preferences > Import > Default
> transaction status.  In earlier releases (Release 4.x) the explanation
> suggested that only came into play for QIF imports but it may apply to CSV
> imports as well in the new CSV importer, I am not sure.
>
> On Tue, Apr 2, 2024 at 11:46 AM Tom Balazs  wrote:
>
>> Yes, I see that.
>> But I mean that GnuCash should take me to a tab that looks like how it
>> displays the results of a Find Transaction. It opens a Register page and
>> shows only the matching transactions.
>> I think it already does that for the Scheduled Transactions. It says
>> something like, oh some time has passed, would you like me to create these
>> transactions which you created in the Scheduled Transaction window. Okay,
>> here is a register page showing the transactions I just created.
>>
>>
>>
>> On Fri, Dec 22, 2023 at 12:35 PM Kalpesh Patel 
>> wrote:
>>
>> > During the actual importation process, GNC always shows a confirmation
>> > dialogue box to take an action on all transaction it found. This is
>> where
>> > you get a chance to select 'A' to add transaction, 'U+C' to update and
>> > clear matched one, 'C' to clear existing matched one, or select nothing
>> and
>> > do nothing with that transaction. This is automatic -- ie there is
>> nothing
>> > needs to be done, either via setting or manually, to trigger it to come
>> up
>> > during every import. Note that if a transaction is matched incorrectly,
>> you
>> > can check either 'U+C' or 'C" and then double clicking on it will bring
>> up
>> > another dialogue box with a list of transactions it believe matches or
>> are
>> > similar from which you can select on that it should match with.
>> >
>> > -Original Message-
>> > From: Tom Balazs 
>> > Sent: Friday, December 22, 2023 7:02 AM
>> > To: Post to GnuCash User 
>> > Subject: [GNC] View Transactions After Importing from CSV
>> >
>> > I'm using Financisto+ on my Android phone. So I am often exporting
>> > transactions from that, and importing them into GnuCash. Is there an
>> option
>> > where I can view the transactions I just imported? So they appear on one
>> > page, as if I did a Find in GnuCash. I think I came across that once,
>> but I
>> > can't find it again.
>> >
>> > Tom
>> >
>> >
>> >
>> ___
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>>
>
>
> --
> David Carlson
>
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[GNC] New user looking for some reporting help

[flywire]

GnuCash reports are much more basic than QuickBooks but should be adequate
and there is no sample dataset available for testing the system. If you use
classes have a look at https://github.com/dawansv/gnucash-custom-reports

The big advantage is you have import/export access to your data and it
dumps easily into a spreadsheet.
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Re: [GNC] View Transactions After Importing from CSV

[David Carlson]

Tom,

Take a look at your setting for Edit > Preferences > Import > Default
transaction status.  In earlier releases (Release 4.x) the explanation
suggested that only came into play for QIF imports but it may apply to CSV
imports as well in the new CSV importer, I am not sure.

On Tue, Apr 2, 2024 at 11:46 AM Tom Balazs  wrote:

> Yes, I see that.
> But I mean that GnuCash should take me to a tab that looks like how it
> displays the results of a Find Transaction. It opens a Register page and
> shows only the matching transactions.
> I think it already does that for the Scheduled Transactions. It says
> something like, oh some time has passed, would you like me to create these
> transactions which you created in the Scheduled Transaction window. Okay,
> here is a register page showing the transactions I just created.
>
>
>
> On Fri, Dec 22, 2023 at 12:35 PM Kalpesh Patel 
> wrote:
>
> > During the actual importation process, GNC always shows a confirmation
> > dialogue box to take an action on all transaction it found. This is where
> > you get a chance to select 'A' to add transaction, 'U+C' to update and
> > clear matched one, 'C' to clear existing matched one, or select nothing
> and
> > do nothing with that transaction. This is automatic -- ie there is
> nothing
> > needs to be done, either via setting or manually, to trigger it to come
> up
> > during every import. Note that if a transaction is matched incorrectly,
> you
> > can check either 'U+C' or 'C" and then double clicking on it will bring
> up
> > another dialogue box with a list of transactions it believe matches or
> are
> > similar from which you can select on that it should match with.
> >
> > -Original Message-
> > From: Tom Balazs 
> > Sent: Friday, December 22, 2023 7:02 AM
> > To: Post to GnuCash User 
> > Subject: [GNC] View Transactions After Importing from CSV
> >
> > I'm using Financisto+ on my Android phone. So I am often exporting
> > transactions from that, and importing them into GnuCash. Is there an
> option
> > where I can view the transactions I just imported? So they appear on one
> > page, as if I did a Find in GnuCash. I think I came across that once,
> but I
> > can't find it again.
> >
> > Tom
> >
> >
> >
> ___
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-- 
David Carlson
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[GNC] New user looking for some reporting help

[fromvendor]

Hi, I'm trying to figure out how to get some reports like I used to get out of 
quickbooks.  QB has made me so mad that I've abandoned them for this year and 
I'm using GNUCash.

I'm using Version 5.5.  (probably doesn't matter but I just today got the 
Quotes thing working (three failures to install - each one got further until 
3rd time charm).  )

I'm having difficulty on a few things that I can't seem to figure out how to do 
especially in regards to reporting.

One set of reports I'd like is Balance and P reports with Monthly columns.

So, I'd specify the overall date range (say 1 Jan to 31 March) and tell it I 
want columns for each month and a column for the total for the selected date 
range.

Is this something that already exists?  Are there custom reports that can do 
this?  Are there "Add on" reports that I can get (and if so, where)?

This message also serves as my first message using a mail list in about 20 
years so I'm hoping I've got it set up right.

Blessings,
-g
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Re: [GNC] Segmentation fault while importing invoice data

[Emir Herrera]

Thanks a lot!

I've been able to fix the issue by debugging it. Turns out missing fields
like: date, notes, and date_posted make validations crash when they are
null and that's the segmentation fault origin. I'll fill the bug report
later, but I hope this helps others while validations are fixed at the core.

Greetings.

P.S. I use Arch BTW

On Sat, Mar 30, 2024 at 10:30 AM Adrien Monteleone <
adrien.montele...@lusfiber.net> wrote:

> See the wiki about crashes and bug reports. Take a look there as well
> about getting a Tracefile, then file a bug with the crash report and
> tracefile as attachments. (The Tracefile may or may not contain relevant
> info)
>
> You don't mention your OS by the way.
>
> Regards,
> Adrien
>
> On 3/30/24 10:56 AM, Emir Herrera wrote:
> > Anyway, if I click on "continue" to make the importation, after a couple
> > seconds the system crashes and I get a "Segmentation fault" message on
> the
> > terminal, and no detailed information if runned with the "debug" flag...
> > so... I'm stuck and I need help to import this data.
>
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-- 
Emir Herrera
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[GNC] QIF import "Unspecified" transaction

[Joseph Keithley]

When importing a QIF in the "Match payees/memos to GnuCash accounts"
window, an "Unspecified" transaction will be listed under "GnuCash account
name".  When you double click on the item, a window pops up that lets you
scroll
through the different "accounts" and assign the item to a specific one.

Is there some way to just type in the account name directly instead of
surfing around with the mouse?

-- 
iii
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[GNC] GnuCash 5.6 AQBanking Failure on Windows

[John Ralls]

The GnuCash 5.6 Windows package was missing a library, libxmlsec1.dll, that 
AQBanking required. I've repackaged it with the library in place as 
gnucash-5.6-1.setup.exe and uploaded it to Github and SourceForge.

4596d431e5785ef3d80bcbea6e1c5e1df98c3b9b27314e6d8d2eae679424f56c  
gnucash-5.6-1.setup.exe

Regards,
John Ralls

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[GNC] QIF import broken on v5.6

[Joseph Keithley]

QIF import keeps giving me the following error:

"Missing QIF investment action for transaction dated 03/31/2024."

Imports with no issue on previous version.
-- 
iii
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[GNC] Aqbanking

[Gyle McCollam]

I am using the new 5.6 Gnucash on Win11, and aqbanking does not show under the 
"Tools" menu.  I see no way to set it up using Windows.


Thank You,

Gyle McCollam

Gyle McCollam

gmccol...@live.com   email
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Re: [GNC] Finance Quotes Yahoo off the rails again?

[john]

I pushed a new flatpak to Flathub last night that I hope fixes the JSON-Parse 
problem. Please give it a try.

Regards,
John Ralls

> On Apr 2, 2024, at 08:54, David G. Pickett via gnucash-user 
>  wrote:
> 
> I tried timing all for a common NYSE stock VZ but they seemed all slow or 
> failed, so I asked others what worked for them.
> 
> Now I am on a broken flatpak dist of Finance Quote 1.59 (flatpak stuff runs 
> in an alternate universe, and even though 1.58 had json, 1.59 fails for the 
> lack of perl json parser), so waiting continues.  Yahoo JSON was actually 
> working pretty well, for most of my securities.
>On Tuesday, April 2, 2024 at 09:34:37 AM EDT, Kalpesh Patel 
>  wrote:  
> 
> Not sure if anyone answered it or not but really it is a moving target in 
> terms you have to match up which source provides which quotes. Internet is 
> always moving and these data sourcer/aggregator always update along with it 
> as they add/modify/remove what they offer... no one offers entire universe 
> out there for free although yahoo json has been a good source.
> 
> You can also custom write your own way of pulling them which some of us have 
> done. If not you can always import prices using csv importation method. Take 
> a look at https://github.com/ka-patel/dl_quotes which might be a starting 
> point (fyi: this is not sanctioned by F::Q or GNC; strictly my own personal 
> project in spare time)
> 
> -Original Message-
> From: David G. Pickett  
> Sent: Thursday, March 28, 2024 10:59 PM
> To: Gnucash Users 
> Subject: Re: [GNC] Finance Quotes Yahoo off the rails again?
> 
> So anyone care to recommend a source setting for quotes that works?
> 
> 
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Re: [GNC] View Transactions After Importing from CSV

[Tom Balazs]

Yes, I see that.
But I mean that GnuCash should take me to a tab that looks like how it
displays the results of a Find Transaction. It opens a Register page and
shows only the matching transactions.
I think it already does that for the Scheduled Transactions. It says
something like, oh some time has passed, would you like me to create these
transactions which you created in the Scheduled Transaction window. Okay,
here is a register page showing the transactions I just created.



On Fri, Dec 22, 2023 at 12:35 PM Kalpesh Patel 
wrote:

> During the actual importation process, GNC always shows a confirmation
> dialogue box to take an action on all transaction it found. This is where
> you get a chance to select 'A' to add transaction, 'U+C' to update and
> clear matched one, 'C' to clear existing matched one, or select nothing and
> do nothing with that transaction. This is automatic -- ie there is nothing
> needs to be done, either via setting or manually, to trigger it to come up
> during every import. Note that if a transaction is matched incorrectly, you
> can check either 'U+C' or 'C" and then double clicking on it will bring up
> another dialogue box with a list of transactions it believe matches or are
> similar from which you can select on that it should match with.
>
> -Original Message-
> From: Tom Balazs 
> Sent: Friday, December 22, 2023 7:02 AM
> To: Post to GnuCash User 
> Subject: [GNC] View Transactions After Importing from CSV
>
> I'm using Financisto+ on my Android phone. So I am often exporting
> transactions from that, and importing them into GnuCash. Is there an option
> where I can view the transactions I just imported? So they appear on one
> page, as if I did a Find in GnuCash. I think I came across that once, but I
> can't find it again.
>
> Tom
>
>
>
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Re: [GNC] Finance Quotes Yahoo off the rails again?

[David G. Pickett via gnucash-user]

 I tried timing all for a common NYSE stock VZ but they seemed all slow or 
failed, so I asked others what worked for them.

Now I am on a broken flatpak dist of Finance Quote 1.59 (flatpak stuff runs in 
an alternate universe, and even though 1.58 had json, 1.59 fails for the lack 
of perl json parser), so waiting continues.  Yahoo JSON was actually working 
pretty well, for most of my securities.
On Tuesday, April 2, 2024 at 09:34:37 AM EDT, Kalpesh Patel 
 wrote:  
 
 Not sure if anyone answered it or not but really it is a moving target in 
terms you have to match up which source provides which quotes. Internet is 
always moving and these data sourcer/aggregator always update along with it as 
they add/modify/remove what they offer... no one offers entire universe out 
there for free although yahoo json has been a good source.

You can also custom write your own way of pulling them which some of us have 
done. If not you can always import prices using csv importation method. Take a 
look at https://github.com/ka-patel/dl_quotes which might be a starting point 
(fyi: this is not sanctioned by F::Q or GNC; strictly my own personal project 
in spare time)

-Original Message-
From: David G. Pickett  
Sent: Thursday, March 28, 2024 10:59 PM
To: Gnucash Users 
Subject: Re: [GNC] Finance Quotes Yahoo off the rails again?

 So anyone care to recommend a source setting for quotes that works?

  
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Re: [GNC] ANNOUNCE: GnuCash 5.6 Released

[Kalpesh Patel]

... to the point of auto backup taking place at a set frequency by setting it 
up ... that is in: 

Edit --> Preferences --> General: Auto-save time interval

-Original Message-
From: Geoff  
Sent: Tuesday, April 02, 2024 6:21 AM
To: Dave parker ; Gnucash Users 
Subject: Re: [GNC] ANNOUNCE: GnuCash 5.6 Released

Hi Dave, and welcome to the wonderful world of GnuCash!

My experience is with Windows 10.  Download the new version and it will 
uninstall the previous version for you.

https://wiki.gnucash.org/wiki/Installation#Windows

And always take a backup.

https://wiki.c2.com/?BackupEarlyBackupOften

Regards

Geoff
=

On 2/04/2024 11:54 am, Dave parker via gnucash-user wrote:
> I am pretty new to Gnucash.  Do I need to uninstall and install the newer 
> version?  Is there a link I just click on for the update?  Just don't know.
> 
> What is the procedure to update to the new version of Gnucash?
> Thanks for all you do for Gnucash.
> Dave Parker
> 
> Dave's Oil and Synthetics
> Independent AMSOIL Dealer #5682897
> 919-222-8362
> https://davesoilandsynthetics.myamsoil.com/
>   
> 
>  On Sunday, March 31, 2024 at 07:36:56 PM EDT, John Ralls 
>  wrote:
>   
>   The GnuCash development team announces GnuCash 5.6, the seventh release in 
> the stable 5.x series.
> Between 5.5 and 5.6, the following bugfixes were accomplished:
> 


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Re: [GNC] Imported Transactions Show as Cleared

[Tom Balazs]

In the Import / Match Transactions window, the "A" column is marked.
After I complete the Import, I go to look at the transactions and they are
marked "c" Cleared.

ScreenCaps
https://ibb.co/YBQ7Z9H
https://ibb.co/dmVvytR



On Tue, Apr 2, 2024 at 10:41 AM Tom Balazs  wrote:

> I don't understand why GnuCash marks the transactions as "c" Cleared.
>
> Financisto+ creates a row at the top of the CSV file which has the
> Financisto+ column headers. In the Import Preview I tell it to skip that
> top row.
>
> When importing the CSV file I select columns for Date, Account, Amount,
> Transfer Account, Description, and Notes. That's all.
>
> The columns I leave as None (so I don't import) are time, currency,
> original amount, original currency, parent, location, and status.
>
> (I'm reposting this message to put it in the correct thread.)
>
>
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Re: [GNC] Imported Transactions Show as Cleared

[Tom Balazs]

I don't understand why GnuCash marks the transactions as "c" Cleared.

Financisto+ creates a row at the top of the CSV file which has the
Financisto+ column headers. In the Import Preview I tell it to skip that
top row.

When importing the CSV file I select columns for Date, Account, Amount,
Transfer Account, Description, and Notes. That's all.

The columns I leave as None (so I don't import) are time, currency,
original amount, original currency, parent, location, and status.

(I'm reposting this message to put it in the correct thread.)
___
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Re: [GNC] Finance Quotes Yahoo off the rails again?

[Kalpesh Patel]

Not sure if anyone answered it or not but really it is a moving target in terms 
you have to match up which source provides which quotes. Internet is always 
moving and these data sourcer/aggregator always update along with it as they 
add/modify/remove what they offer... no one offers entire universe out there 
for free although yahoo json has been a good source.

You can also custom write your own way of pulling them which some of us have 
done. If not you can always import prices using csv importation method. Take a 
look at https://github.com/ka-patel/dl_quotes which might be a starting point 
(fyi: this is not sanctioned by F::Q or GNC; strictly my own personal project 
in spare time)

-Original Message-
From: David G. Pickett  
Sent: Thursday, March 28, 2024 10:59 PM
To: Gnucash Users 
Subject: Re: [GNC] Finance Quotes Yahoo off the rails again?

 So anyone care to recommend a source setting for quotes that works?

___
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Re: [GNC] Imported Transactions Show as Cleared

[Kalpesh Patel]

Which format are you exporting as?

Not sure which column you are seeing but this is the order I see when I import 
using CSV importer:

Date
Amount
Description
Memo
A
U+C
C
Info
Additional Comments

Out of those, if there is a tick mark in "A" column then the transaction will 
be added as a new; a check mark in "U+C" means update and clear the 
transaction; a check mark in "C" means clear the transaction; and no check mark 
in these three column means ignore the transaction and do nothing with it. If 
there is check mark in front of "U+C" or "C" and then if you double click that 
transaction then another window will pop up that will show you any additional 
transactions that may match out of which you can select which is the actual 
match for that specific transaction. 

-Original Message-
From: Tom Balazs  
Sent: Monday, April 01, 2024 3:30 PM
To: Post to GnuCash User 
Subject: [GNC] Imported Transactions Show as Cleared

I'm using Android Financisto+. I export transactions out of that. Then I import 
those into GnuCash. But why does GnuCash mark them as Cleared? In the Import 
Preview window I see a column Financisto+ created called Status and the 
transactions get "2" in that field. Is that the "Reconciled / Cleared" column? 
What number should I put there?


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Re: [GNC] Reconcile window Start Balance, & Reconciled became UnReconciled

[Tom Balazs]

I don't understand why GnuCash marks the transactions as "c" Cleared.

Financisto+ creates a row at the top of the CSV file which has the
Financisto+ column headers. In the Import Preview I tell it to skip that
top row.

When importing the CSV file I select columns for Date, Account, Amount,
Transfer Account, Description, and Notes. That's all.

The columns I leave as None (so I don't import) are time, currency,
original amount, original currency, parent, location, and status.
___
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Re: [GNC] ANNOUNCE: GnuCash 5.6 Released

[sunfish62--- via gnucash-user]

Upgrading is usually pretty straightforward, but it differs depending on your 
OS and platform. For example, on Windows, the new version uninstalls the 
earlier version, regardless. On Mac, you drag the new version into Applications 
(but you can keep earlier versions with simple renaming). On Linux, you might 
have a flatpack installation, or you may have installed from a package manager, 
or even compiled it yourself from sources (although if you'd done this, you'd 
probably be savvy enough not to need our help...). Each has its own upgrade 
path. 

⁣David T.​

On Apr 2, 2024, 1:11 PM, at 1:11 PM, Dave parker via gnucash-user 
 wrote:
>I am pretty new to Gnucash.  Do I need to uninstall and install the
>newer version?  Is there a link I just click on for the update?  Just
>don't know.  
>
>What is the procedure to update to the new version of Gnucash?
>Thanks for all you do for Gnucash.
>Dave Parker
>
>Dave's Oil and Synthetics 
>Independent AMSOIL Dealer #5682897
>919-222-8362 
>https://davesoilandsynthetics.myamsoil.com/
> 
>
>On Sunday, March 31, 2024 at 07:36:56 PM EDT, John Ralls
> wrote:  
> 
>The GnuCash development team announces GnuCash 5.6, the seventh release
>in the stable 5.x series.
>Between 5.5 and 5.6, the following bugfixes were accomplished:
>
>    Bug 798946 - start/end of current/last quarter have off-by-one
>error
>    Bug 799093 - Cannot reconcile since v5.4
>    Bug 799179 - SLR won't allow change from "Reminder" to any other
>state
>    Bug 799210 - Bad encoding of accented chars in account names in
>"Import CSV" wizard
>    Bug 799213 - SIGSEGV caused by revising an auto completed
>transaction
>    Bug 799222 - Crash when changing the parent of an account that has
>had two or more levels of sub-accounts auto-created using the register
>in the current session.
>    Bug 799224 - Import of QIF gets Bug detected during duplicates
>(partial fix: If the new-splits object is null, it means the new
>account tree from the current import has no splits. Therefore the
>(apply min|max dates) will fail. Omitting the date query is a simple
>fix to prevent crashing. This is a partial fix because the crash is
>likely a symptom of another bug which causes the new account-tree to be
>empty.
>    Bug 799225 - QIF Importer Crashes Silently after "Start Import"
>Button: Don't allow a QIF investment transaction without an action
>(buy/sell/etc)
>    Bug 799246 - import matcher will rename incorrect splits
>
>The following fixes and improvements were not associated with bug
>reports:
>
>    Numeric parsing and string handling improvements in the Engine and
>XML backend.
>    [gnc-dense-cal.c] sx popup: show date in preference (cf.locale)
>format because the date format preference is user-facing and
>customisable. it's jarring if the preference is dd/mm/ and the
>display shows mm/dd/ in accordance to the locale.
>    Correct misleading description about creating Scheduled
>Transaction.
>    Date parsing efficiency improvements.
>    Update minumum Python version to 3.8, made necessary by updating
>the C API in the Python bindings.
>    Replace deprecated distutils.sysconfig with sysconfig. distutils is
>not present in Python 3.12.2.
>    Query user via dialog for date when creating a reverse transaction.
>    More C++ conversions
>    Avoid deprecation warning for -py3 in swig >= 4.1
>    [gnc-commodities.cpp] gnc_new_iso_codes is a std::unordered_map
>    Replace some naked for loops with C++ algorithms
>    Convert gnc-commodity to C++ and make GncQuoteSources a C++ class.
>    [test-commodities.cpp] add some tests for gnc_quote_sources
>    Remove the SLR status sort as it is too confusing
>    Allow sorting of the transaction column in the Since Last Run
>dialog by schedule name or occurrence date. To sort by schedule name, a
>schedule name is first selected and then the column header is pressed
>to change order. To sort by occurrence date, a date is selected and
>then the column header is pressed to change order based on the date of
>the first occurrence. A tool tip has been added to indicate the sort
>order being used.
>    [gtest-gnc-numeric] add operator comparisons with example int64
>numbers
>    [assistant-stock-transaction] store & retrieve associated account
>as metadata
>    Update Form/Schedule line references for 2023 for the US Income Tax
>Report
>    Update another gnucash-help to gnucash-manual
>    [invoice.scm] centralize layout components into layout-key-list
>instead of maintaining 2 assoc lists.
>    [invoice.scm] normalize header section generators, changing the
>functions to require 1 options argument only
>    Update invoice.scm: Add spacing for long Invoice ID's (Displayed as
>"Reference" on the Invoice)
>
>New and Updated Translations: Croatian, Dutch, English (Australia),
>English (New Zealand), English (United Kingdom), French, German,
>Hebrew, Hungarian, Indonesian, Japanese, Norwegian Bokmål, Polish,
>Portuguese, Slovak, Spanish, Swedish
>
>Help translate GnuCash 

Re: [GNC] ANNOUNCE: GnuCash 5.6 Released

[Geoff]

Hi Dave, and welcome to the wonderful world of GnuCash!

My experience is with Windows 10.  Download the new version and it will 
uninstall the previous version for you.


https://wiki.gnucash.org/wiki/Installation#Windows

And always take a backup.

https://wiki.c2.com/?BackupEarlyBackupOften

Regards

Geoff
=

On 2/04/2024 11:54 am, Dave parker via gnucash-user wrote:

I am pretty new to Gnucash.  Do I need to uninstall and install the newer 
version?  Is there a link I just click on for the update?  Just don't know.

What is the procedure to update to the new version of Gnucash?
Thanks for all you do for Gnucash.
Dave Parker

Dave's Oil and Synthetics
Independent AMSOIL Dealer #5682897
919-222-8362
https://davesoilandsynthetics.myamsoil.com/
  


 On Sunday, March 31, 2024 at 07:36:56 PM EDT, John Ralls 
 wrote:
  
  The GnuCash development team announces GnuCash 5.6, the seventh release in the stable 5.x series.

Between 5.5 and 5.6, the following bugfixes were accomplished:


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-
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You can do this by using Reply-To-List or Reply-All.

Re: [GNC] ANNOUNCE: GnuCash 5.6 Released

[Dave parker via gnucash-user]

I am pretty new to Gnucash.  Do I need to uninstall and install the newer 
version?  Is there a link I just click on for the update?  Just don't know.  

What is the procedure to update to the new version of Gnucash?
Thanks for all you do for Gnucash.
Dave Parker

Dave's Oil and Synthetics 
Independent AMSOIL Dealer #5682897
919-222-8362 
https://davesoilandsynthetics.myamsoil.com/
 

On Sunday, March 31, 2024 at 07:36:56 PM EDT, John Ralls 
 wrote:  
 
 The GnuCash development team announces GnuCash 5.6, the seventh release in the 
stable 5.x series.
Between 5.5 and 5.6, the following bugfixes were accomplished:

    Bug 798946 - start/end of current/last quarter have off-by-one error
    Bug 799093 - Cannot reconcile since v5.4
    Bug 799179 - SLR won't allow change from "Reminder" to any other state
    Bug 799210 - Bad encoding of accented chars in account names in "Import 
CSV" wizard
    Bug 799213 - SIGSEGV caused by revising an auto completed transaction
    Bug 799222 - Crash when changing the parent of an account that has had two 
or more levels of sub-accounts auto-created using the register in the current 
session.
    Bug 799224 - Import of QIF gets Bug detected during duplicates (partial 
fix: If the new-splits object is null, it means the new account tree from the 
current import has no splits. Therefore the (apply min|max dates) will fail. 
Omitting the date query is a simple fix to prevent crashing. This is a partial 
fix because the crash is likely a symptom of another bug which causes the new 
account-tree to be empty.
    Bug 799225 - QIF Importer Crashes Silently after "Start Import" Button: 
Don't allow a QIF investment transaction without an action (buy/sell/etc)
    Bug 799246 - import matcher will rename incorrect splits

The following fixes and improvements were not associated with bug reports:

    Numeric parsing and string handling improvements in the Engine and XML 
backend.
    [gnc-dense-cal.c] sx popup: show date in preference (cf.locale) format 
because the date format preference is user-facing and customisable. it's 
jarring if the preference is dd/mm/ and the display shows mm/dd/ in 
accordance to the locale.
    Correct misleading description about creating Scheduled Transaction.
    Date parsing efficiency improvements.
    Update minumum Python version to 3.8, made necessary by updating the C API 
in the Python bindings.
    Replace deprecated distutils.sysconfig with sysconfig. distutils is not 
present in Python 3.12.2.
    Query user via dialog for date when creating a reverse transaction.
    More C++ conversions
    Avoid deprecation warning for -py3 in swig >= 4.1
    [gnc-commodities.cpp] gnc_new_iso_codes is a std::unordered_map
    Replace some naked for loops with C++ algorithms
    Convert gnc-commodity to C++ and make GncQuoteSources a C++ class.
    [test-commodities.cpp] add some tests for gnc_quote_sources
    Remove the SLR status sort as it is too confusing
    Allow sorting of the transaction column in the Since Last Run dialog by 
schedule name or occurrence date. To sort by schedule name, a schedule name is 
first selected and then the column header is pressed to change order. To sort 
by occurrence date, a date is selected and then the column header is pressed to 
change order based on the date of the first occurrence. A tool tip has been 
added to indicate the sort order being used.
    [gtest-gnc-numeric] add operator comparisons with example int64 numbers
    [assistant-stock-transaction] store & retrieve associated account as 
metadata
    Update Form/Schedule line references for 2023 for the US Income Tax Report
    Update another gnucash-help to gnucash-manual
    [invoice.scm] centralize layout components into layout-key-list instead of 
maintaining 2 assoc lists.
    [invoice.scm] normalize header section generators, changing the functions 
to require 1 options argument only
    Update invoice.scm: Add spacing for long Invoice ID's (Displayed as 
"Reference" on the Invoice)

New and Updated Translations: Croatian, Dutch, English (Australia), English 
(New Zealand), English (United Kingdom), French, German, Hebrew, Hungarian, 
Indonesian, Japanese, Norwegian Bokmål, Polish, Portuguese, Slovak, Spanish, 
Swedish

Help translate GnuCash on Weblate
Help translate GnuCash on Weblate: https://hosted.weblate.org/engage/gnucash/

Known Problems

Complete list of all open bugs: 
https://bugs.gnucash.org/buglist.cgi?bug_severity=blocker_severity=critical_severity=major_severity=normal_severity=minor_severity=trivial_status=NEW_status=ASSIGNED_status=NEEDINFO_status=REOPENED=0_id=8149=priority%2Cbug_severity_format=advanced

Documentation

Between 5.5 and 5.6, the following bugfixes were accomplished:

    Bug 799237 - Dead Link

The following fixes and improvements were not associated with bug reports:

    C, de:Manual:Finance-Quote: Note about Expected Time Commitment
    C, de:Manual:Finance-Quote: Tip about 'gnc-fq-update: Command