Re: [GNC] FYI Web tables, CSV, prices info and inquiry

[sunfish62--- via gnucash-user]

David, 

My goal in the example was not pedagogical; it was to give others in the 
community information that they might use for themselves. I'm pretty sure that 
in the earlier thread, I gave all the information necessary (including actual 
cell formulae) for others to test it for themselves. If my instructions weren't 
sufficient, I apologize. Feel free to try them out and report the areas that 
are incomplete. 

Then again, yours is the only response I've ever gotten to the message. Who can 
tell whether that means my solution was: a) incompletely understood, b) not 
useful to anyone, or c) silently read, comprehended, and used by millions of 
grateful GnuCash users.

(I'm doubtful of the last, just to be clear) 

⁣David T. ​

On Apr 13, 2024, 11:54 PM, at 11:54 PM, "David G. Pickett"  
wrote:
> David T,
>Nice, but I am told pedagogy suggests even the best explanations are
>best packaged with examples, like on a nice web page.  In fact, the
>Finance Quote process itself might be divided into three processes: a
>gnucash call to extract the symbols and sources as a CSV, a web scraper
>process to convert the input CSV to an output CSV, and a second gnucash
>call to accept that CSV and update/insert the prices database.  It
>might make testing simpler, too!
>
>One wonders what the update versus insert policy is.  Buy and sell
>transactions create price info, often of low precision intraday
>pricing, as if you are buying a 4 digit precise $98.76 stock for a
>$1.23 dividend, the apparent price might be $99.19 for 0.0124 shares.
>If there are multiple entries for a symbol and date, one must win out
>when I do net worth line graph with table report using price nearest
>date to report?  (Also amazing: that is not the default!)
>Thanks,
>David P
>On Friday, April 12, 2024 at 05:20:25 PM EDT, sunfis...@yahoo.com
> wrote:  
> 
> Several years back, I sent this in to the list:
>https://lists.gnucash.org/pipermail/gnucash-user/2018-August/079430.html
>
>Pretty sure it still works. 
>
>David T. On Apr 12, 2024, at 10:02 PM, "David G. Pickett via
>gnucash-user"  wrote:
>Not all users know that the nice table of your stocks and prices that
>you see on so many web sites like my morningstar portfolio can be
>selected and pasted into a spreadsheet like Excel, Google Sheets, or
>LibreOffice Calc, maybe not perfectly, but so it is easy to turn them
>into a clean spreadsheet table.  My Morningstar did something weird
>with the first column but it was all there and not too hard to cut and
>paste or paste-special it into a nice table.  Then you have the option
>of saving it as a CSV file (Comma Separated Value), which loses any
>funny formatting and hypertext links and is maybe gnucash friendly.
>
>It would be a bit of an emergency, and I could do this one stock at a
>time, but importing this CSV to gnucash prices would be a nice
>backup.  I have not done the research or reading above to know how to
>import such a table into gnucash prices.  Can someone give a simple
>how-to?  Do I need a date column?  A column to say it is nav or close? 
>Is there a web page help on this?
>
>gnucash-user mailing list
>gnucash-user@gnucash.org
>To update your subscription preferences or to unsubscribe:
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>-
>Please remember to CC this list on all your replies.
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>
>  
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Re: [GNC] Finance Quotes Yahoo off the rails again?

[fromvendor]

WooHoo!

I'll give it a go once it's out.

Thanks!
-greg


-Original Message-
From: gnucash-user 
[mailto:gnucash-user-bounces+fromvendor=outtacyte@gnucash.org] On Behalf Of 
Bruce Schuck
Sent: Saturday, April 13, 2024 10:08 PM
To: GnuCash User
Subject: Re: [GNC] Finance Quotes Yahoo off the rails again?

Just a quick status.

Just an FYI, I have worked on getting a PR ready using kalpesh Patel's 
changes. I tried applying the same logic to the 
CurrencyRates/YahooJSON.pm currency module with no luck. In that case I 
quickly modified the currency module to utilize the "v8" API. I admit, I 
suck at using the developer tool/console in Chrome and Firefox to figure 
out the magic sauce needed. Big thanks to Mr. Patel on this one.

There is some miscellaneous housekeeping and cleanup that needs to be 
done before pushing a final release to CPAN. Plus I had some other 
changes that I was planning for v1.60 but haven't done yet. Instead of 
v1.60, I may upload v1.59_01 tomorrow so people can at least fetch the 
fix for YahooJSON before v1.60 is uploaded and indexed by CPAN.

Bruce S.
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Re: [GNC] Finance Quotes Yahoo off the rails again?

[Bruce Schuck]

Just a quick status.

Just an FYI, I have worked on getting a PR ready using kalpesh Patel's 
changes. I tried applying the same logic to the 
CurrencyRates/YahooJSON.pm currency module with no luck. In that case I 
quickly modified the currency module to utilize the "v8" API. I admit, I 
suck at using the developer tool/console in Chrome and Firefox to figure 
out the magic sauce needed. Big thanks to Mr. Patel on this one.


There is some miscellaneous housekeeping and cleanup that needs to be 
done before pushing a final release to CPAN. Plus I had some other 
changes that I was planning for v1.60 but haven't done yet. Instead of 
v1.60, I may upload v1.59_01 tomorrow so people can at least fetch the 
fix for YahooJSON before v1.60 is uploaded and indexed by CPAN.


Bruce S.
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[GNC] how to find open invoices

[tburmas]

Hello,

    I often have invoices that are open (in progress) that are not 
ready to post.  Is there a way to see a list of these?  The only way I 
have found to do so is to remember ahead of time a customer has an open 
invoice and find it.  This is quite error prone.



Thank you,

Ted


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Re: [GNC] importing or pasting reports into spreadsheets

[Alan Hopkins]

Hi David
When you paste into Calc (I'll assume you are using Ctrl-v), you should get
an Import options screen pop up in which you can tick a box "Detect special
numbers (such as dates). I find this works for me (using different versions
of Linux on differing hardware)
I hope that helps!

Cheers
Hop

On Sun, 14 Apr 2024, 11:54 am David Carlson, 
wrote:

> I have found that I can select the text of reports directly in GnuCash,
> then paste it into a Libre Office Calc spreadsheet.  The problem then is
> that values are preceded with a dollar sign in the US and it seems that
> they are not currency numbers but some form of text, as numeric operators
> do not recognize them.  It also looks like dates are in some form of text
> as they have a format code "@" whatever that means.
>
> I am not very proficient with these format issues.  Does someone know of an
> elementary reference that is easier to understand than the spreadsheet help
> file?
>
> Just in case it makes a difference I am using GnuCash release 4.8 in
> Lubuntu 22.04 with a LXQT desktop.
>
> --
> David Carlson
> ___
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[GNC] importing or pasting reports into spreadsheets

[David Carlson]

I have found that I can select the text of reports directly in GnuCash,
then paste it into a Libre Office Calc spreadsheet.  The problem then is
that values are preceded with a dollar sign in the US and it seems that
they are not currency numbers but some form of text, as numeric operators
do not recognize them.  It also looks like dates are in some form of text
as they have a format code "@" whatever that means.

I am not very proficient with these format issues.  Does someone know of an
elementary reference that is easier to understand than the spreadsheet help
file?

Just in case it makes a difference I am using GnuCash release 4.8 in
Lubuntu 22.04 with a LXQT desktop.

-- 
David Carlson
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Re: [GNC] FYI Web tables, CSV, prices info and inquiry

[David G. Pickett via gnucash-user]

 David T,
Nice, but I am told pedagogy suggests even the best explanations are best 
packaged with examples, like on a nice web page.  In fact, the Finance Quote 
process itself might be divided into three processes: a gnucash call to extract 
the symbols and sources as a CSV, a web scraper process to convert the input 
CSV to an output CSV, and a second gnucash call to accept that CSV and 
update/insert the prices database.  It might make testing simpler, too!

One wonders what the update versus insert policy is.  Buy and sell transactions 
create price info, often of low precision intraday pricing, as if you are 
buying a 4 digit precise $98.76 stock for a $1.23 dividend, the apparent price 
might be $99.19 for 0.0124 shares. If there are multiple entries for a symbol 
and date, one must win out when I do net worth line graph with table report 
using price nearest date to report?  (Also amazing: that is not the default!)
Thanks,
David P
On Friday, April 12, 2024 at 05:20:25 PM EDT, sunfis...@yahoo.com 
 wrote:  
 
 Several years back, I sent this in to the list:
https://lists.gnucash.org/pipermail/gnucash-user/2018-August/079430.html

Pretty sure it still works. 

David T. On Apr 12, 2024, at 10:02 PM, "David G. Pickett via gnucash-user" 
 wrote:
Not all users know that the nice table of your stocks and prices that you see 
on so many web sites like my morningstar portfolio can be selected and pasted 
into a spreadsheet like Excel, Google Sheets, or LibreOffice Calc, maybe not 
perfectly, but so it is easy to turn them into a clean spreadsheet table.  My 
Morningstar did something weird with the first column but it was all there and 
not too hard to cut and paste or paste-special it into a nice table.  Then you 
have the option of saving it as a CSV file (Comma Separated Value), which loses 
any funny formatting and hypertext links and is maybe gnucash friendly.

It would be a bit of an emergency, and I could do this one stock at a time, but 
importing this CSV to gnucash prices would be a nice backup.  I have not done 
the research or reading above to know how to import such a table into gnucash 
prices.  Can someone give a simple how-to?  Do I need a date column?  A column 
to say it is nav or close?  Is there a web page help on this?

gnucash-user mailing list
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Re: [GNC] Finance::quote YahooJSON

[jacob]

I might be concluding wrong on this one. Libre Office Calc will accept 
them, and I just saved them again. But I think there might be more 
variables. It is detected as UTF16 by Libre Office Calc, so it might be 
a character set issue. Also, I do need to get my Gnucash upgraded, I am 
on 4.5 at the moment, so it might just be old. Would like to try out the 
Flatpak, but I can see that I need to do this the long way around.


/Jacob

On 2024-04-13 07:21, sunfis...@yahoo.com wrote:

Gnucash most definitely *will* accept tab delimited files. You just 
have to tell it to use that separator in the importer.


David T.
On Apr 13, 2024, at 12:54 AM, ja...@larsen.net wrote:

I was playing around with this a bit, unfortunately a large part of my
investments are ETFs listed on Xetra in Germany, which is not available
through the Google Finance services. The searching I did on it looked
like this was a "Won't fix" issue.

But it turns out that I am able to download CSV files with historical
data from my broker, so I am back in business. The files have basically
the full history of single instruments, so I can just download when I
get to it, and it will fill all the holes. Only challenge is that it
seems GnuCash will not accept the files directly as they are
tab-separated, but I can convert them to semi-colon separated files
through LibreOffice Calc, and then it works.

/Jacob

On 2024-04-11 17:16, sunfish62--- via gnucash-user wrote:

In the past, I have used a Google sheet that captured all my stock
prices in one fell swoop, using Google's financial functions and a
pasted copy of the Advanced Portfolio report. I put the AP in one tab,
and retrieve all quotes using references in a second tab. Save the
sheet as CSV, which can then be quickly imported into GnuCash for even
hundreds of commodities.

⁣David T. ​

On Apr 11, 2024, 2:59 PM, at 2:59 PM, Geoff 
wrote: Is there a way to import data to the price database? I could
create a > CSV or the like and just update the numbers from day to day
until
this > gets resolved.

Yes, you can:-

File / Import / Import Prices from a CSV file ...

You only need 5 columns:-
(1) Namespace
(2) Symbol
(3) Date
(4) Price
(5) Currency

See attached.

Regards

Geoff
=

On 11/04/2024 4:41 pm, fromvendor wrote: I've tried Advantech, Motley,
and Rowe. All failed (different, but fails for all of them).
I put in manual entries for now. Is there a way to import data to the
price database? I could create a CSV or the like and just update
the numbers from day to day until this gets resolved.
Thanks all,
-g

-Original Message-
From: fromven...@outtacyte.com
Sent: Thursday, April 11, 2024 1:27 AM
To: GnuCash User eMail List
Subject: RE: [GNC] Finance::quote YahooJSON

OK, I just noticed in my log that I got bit by this. What other source
do you recommend for the nonce? I only have 3 to get updated. -greg

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: gnucash-user
[mailto:gnucash-user-bounces+fromvendor=outtacyte@gnucash.org] On
Behalf Of Bruce Schuck Sent: Wednesday, April 10, 2024 4:26 PM
To: GnuCash User eMail List
Subject: Re: [GNC] Finance::quote YahooJSON

Wed Apr 10 16:12:21 EDT 2024 Jacob Larsen wrote:

Did something happen to the YahooJSON module in Finance::Quote? Or
perhaps more likely the Yahoo API? I get this now, using
Finance::Quote version 1.59:
Unfortunately Yahoo once again made some changes with respect to the

API

URLs. F::Q team is aware and an issue has been opened, but so far no
determination if it can be corrected or when. For now the best
suggestion is to select a different source.

Regards,

Bruce S.

-

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Re: [GNC] Finance::quote YahooJSON

[Kalpesh Patel]

I am currently using modified YahooJSON.pm module for my needs and seems to be 
working from the States. It is pulling data so far. Head over to 
https://github.com/ka-patel/dl_quotes/blob/main/FinanceQuote/YahooJSON.pm if 
you are interested in its early release before Bruce can do his vetting and get 
it into the main line release of F::Q. Of course I am also interested in its 
feedback. 

Keep in mind that this will introduce dependency on HTTP::CookieJar::LWP module 
(https://metacpan.org/pod/HTTP::CookieJar::LWP) which you can install from CPAN 
using your normal methods of module installation. Transcript of install below...

Microsoft Windows [Version 10.0.22631.3447]
(c) Microsoft Corporation. All rights reserved.

C:\Users\kalpesh>perl -MCPAN -e shell
Unable to get Terminal Size. The Win32 GetConsoleScreenBufferInfo call didn't 
work. The COLUMNS and LINES environment variables didn't work. at 
C:\Strawberry\perl\vendor\lib/Term/ReadLine/readline.pm line 410.

cpan shell -- CPAN exploration and modules installation (v2.28)
Enter 'h' for help.

cpan> install HTTP::CookieJar::LWP
Fetching with LWP:
http://cpan.strawberryperl.com/authors/01mailrc.txt.gz
Fetching with LWP:
http://cpan.strawberryperl.com/modules/02packages.details.txt.gz
Fetching with LWP:
http://cpan.strawberryperl.com/modules/03modlist.data.gz
Database was generated on Fri, 12 Apr 2024 11:19:08 GMT
Updating database file ... Done!
HTTP::CookieJar::LWP is up to date (0.014).

cpan> upgrade HTTP::CookieJar::LWP
All modules are up to date for HTTP::CookieJar::LWP

cpan> exit
Lockfile removed.

C:\Users\kalpesh>
 

-Original Message-
From: Bruce Schuck  
Sent: Thursday, April 11, 2024 10:39 PM
To: gnucash-user@gnucash.org
Subject: Re: [GNC] Finance::quote YahooJSON

On 4/11/24 17:29:59 +, Greg wrote:

> I'm sure the Dev's are working on it, but do we have any idea what 
> happened?  My log shows 401 type errors (Unauthorized) so I thought 
> I'd add some diagnostics in case it helps anyone.

> Hoping for some good news (and I'm sure I'm not alone on that).

> I really appreciate this great working mail list and thanks for those 
> who devlop/fix/maintain the program.

It's important to note that these APIs are likely not meant for direct access. 
Which is why the previous APIs that the YahooJSON.pm all became unusable at 
some point. This would be why you cannot find official documentation for the 
APIs online like you can for APIs like the AlphaVantage which limits what you 
can retrieve for free.

I've had less time to work on F::Q the last few months, so I'm not sure when 
I'll be able to either rework the module to use the v8 API or test and 
implement Kalpesh Patel's changes. Hopefully in the next week or so, but if 
someone else wants to step up and create a pull request at 
https://github.com/finance-quote/finance-quote that would be a great help.

On 4/11/24 12:48:09 -0600 (MDT), Terrence Branscombe wrote:

> I've just noticed that my last stock price update occurred on March 
> 28. * 11:11:36 ERROR  [parse_quotesource_error()]

> Unrecognized Finance::Quote Error Wide character in subroutine entry 
> at C:/Strawberry/perl/site/lib/Finance/Quote/Cdnfundlibrary.pm line 
> 80.
It appears the format of page Cdnfundlibrary.pm uses to scrape the data from 
fundlibrary.com has had major changes. The Fundata.pm module
(idata.fundata.com) has also stopped working for the same reason. See Issue 
https://github.com/finance-quote/finance-quote/issues/366 and discussion 
https://github.com/finance-quote/finance-quote/discussions/364.

Unfortunately both modules are likely going to be disabled and then removed 
from Finance::Quote. The Fool.pm module has also recently stopped working and 
it will also be disabled in the next release of F::Q.

Bruce S


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Re: [GNC] Import of CSV

[Gyle McCollam]

David,
I know cleared is not the same as reconciled.  The CSV did mark the items as 
"cleared".  However, what I was referring to was that there is no check box at 
the bottom to reconcile after import as there is with OFX/QFX.


Thank You,

Gyle McCollam

Gyle McCollam

gmccol...@live.com   email


From: gnucash-user  on 
behalf of David Cousens 
Sent: Thursday, April 11, 2024 8:38 PM
To: gnucash-user@gnucash.org 
Subject: Re: [GNC] Import of CSV

Gyle

The CSV data is likely not marked as cleared as the CSV importer can be
used fro importing data from any source, including self generated while
the OFX data is more likely to originate form a bank download. Cleared
is not the same as reconciled. It was more relevant in the days when
cheques might take longer to be cleared through another bank and appear
in your banks statement after making a deposit for example.

Most transactions I make these days appear in my bank app within
seconds particularly on my credit card.

Cheers

David Cousens

On Thu, 2024-04-11 at 23:36 +, Gyle McCollam wrote:
> Back on 3/11 I sent 2 emails about issues with imports.  Neither
> received any responses.  This month when I imported the CSV file I
> had the following issues:
>
>
>   1.
> There were many receipts from the same vendor.  It matched the 1st to
> an entry that was already reconciled, which to me doesn't make sense,
> am I wrong?  Every entry after that was then matched to an earlier
> transaction. I was able to change these to the correct transaction.
> BTW they all had the same value or $ amount that is why they
> matched.  If the 1st had not been matched to a reconciled transaction
> they would have all been OK this month.
>   2.
> When importing an OFX/QFX file you have the option to reconcile after
> matching, but in the case of a CSV import, it does not give you that
> option.  Is there a logical reason why not?
>
>
> Thank You,
>
> Gyle McCollam
>
> Gyle McCollam
>
> gmccol...@live.com   email
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Re: [GNC] I'm looking at installing GnuCash but has a couple of questions first

[G McAlister]

On 12/04/2024 21:28, Robert Dew wrote:

Thanks for the offer Graham
I'm getting more and more inclined towards the X11 track.
I will need to do a little experimenting with having  X11 and CLI on 
the same VM to see if they "Play nicely" together or if I'll need to 
run up a separate VM just for the X11 processes.
For now I've been side tracked by running up a VM dedicated to MPD so 
I can (finally) move the radio station PC out of the house and reduce 
the load on my broadband, but I intend to come back to the GnuCash 
project in a few weeks.

Just noticed on re-reading your email the word CONTAINER.
Does GnuCash need to run under Docker or was that simply your choice 
to do so.

On 12 Apr 2024 at 12:00, gnucash-user-requ...@gnucash.org wrote:
I have run gnucash in a container and used x-forwarding successfully to
access it from my desktop. The only functions that don't work in this mode
are the help and tutorial and concepts guide. These are available
separately via browser anyway, so I don't view that as a problem.
If that works for your usecase, I can walk you through the details.
Graham.


I don't use Docker for gnucash, I use a Proxmox lxc container. I do use 
Docker for other apps but have not tried it with gnucash


If you choose to run gnucash in a VM, and you install a full Gnome 
desktop in the VM, then you can access gnucash remotely with 
x-forwarding AND have the help and tutorial and concept guide fully 
operational. Being Scottish, I decided I didn't want to waste resources 
on another VM just for gnucash, so I went the lxc container route and 
accepted having help and tutorial separately in a browser.


Graham.

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