Re: [GNC] Finance-Quote 1.60 released!
Did you set the API key per the instructions? On Tue, Apr 16, 2024 at 1:59 PM Adam Griffis wrote: > I installed the latest version of Finance::Quote (1.60), but I'm still > getting the same issue when I run price retrieval from GnuCash. Is > there something more I need to do? > > Thanks, > Adam > > On Tue, Apr 16, 2024 at 2:36 AM Bruce Schuck > wrote: > > > > New version 1.60 of Finance-Quote is available with the following > changes: > > > > * Removed not working modules. Issues #346, #366, and #368. > > Fidelity.pm, Cdbfundlibrary.com, Fundata.pm, and Fool.pm. > > * YahooJSON.pm - Added code to retrieve cookies and a "crumb" > required > > to continue to utilize the v11 API. Issue #369. > > The YahooJSON.pm currency module was changed to use the > v8 API. > > * Added initial version of CONTRIBUTING.pod that metacpan.org > utilizes. > > It will completely replace the Hacker's Guide in the > future. > > * Bloomberg.pm - Changed module to extract data from JSON > structure embedded within the HTML - Issue #360 > > * NSEIndia.pm - Eliminated need to use temp folders by storing > file data from URL into a variable. > > > > > > Authors: > > - Erik Colson > > - Paul Fenwick > > - Bruce Schuck > > - Vincent Lucarelli > > - David Hampton > > - jvolkening > > - Pawel Konieczny > > - Mike Alexander > > - AndreJ > > - Vinay S Shastry > > - Bradley Dean > > - Brent Neal > > - Jacinta Richardson > > - e-dorigatti > > - goodvibes2 > > - Paul Howarth > > - Sam Morris > > - Linas Vepstas > > - Hiranya Samarasekera > > - Manuel Friedli > > - Achim Winkler > > - Diego Marcolungo > > - John Haiducek > > - Rajan Vaswani <111571283+bgr22...@users.noreply.github.com> > > - alex314159 > > - gregor herrmann > > - Jalon Avens > > - Sigve Indregard > > - bgr22112 <111571283+bgr22...@users.noreply.github.com> > > - goodvibes2 > > - Ben Hemming > > - Caleb Begly > > - CleanShed <72849657+cleans...@users.noreply.github.com> > > - Eelco Dolstra > > - Emmanuel Di Pretoro > > - Florian Schlichting > > - Gabor Szabo > > - GitGord <46006740+gitg...@users.noreply.github.com> > > - Gustavo R. Montesino > > - Henrik Ahlgren > > - Jean-Marie Pacquet > > - Joseph Heron > > - Lance Wicks > > - Liviu Tinta > > - Martin Kompf > > - Pete Ratzlaff > > - Ross Peachey > > - Stephan Ebelt > > - Stephan Gambke > > - linas > > - thinus > > - x42x64 > > ___ > > 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. > ___ > 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. > -- David Carlson ___ 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.
[GNC] What account name do you use to record the apartment/house expenses related to the building?
https://lists.gnucash.org/pipermail/gnucash-user/2024-April/111576.html Michael or Penny Novack wrote: > d) What you can;t do is have it both ways. Traditional double entry > bookkeeping allows only one tree structure for the CoA. To get it > different in different reports you would have to BOTH set up the CoA > correctly AND select just certain accounts for the report. Of course you can by running the report filtered for transactions with or without tag(s). (It is an unfortunate term because most searches will find the term used in the context of computer code rather than filtering transactions for reports.) Note, you will not get transactions with and without the filter condition but https://github.com/dawansv/gnucash-custom-reports can report all transactions based on tag(s). ___ 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.
Re: [GNC] What account name do you use to record the apartment/house expenses related to the building?
or more expenses (at least interest; maybe insurance, fees, and others depending on the terms of the loan) and principal payment that reduces the loan amount. Property owners also need to distinguish between maintenance and improvements: The latter increase the value of the property, the former are an expense. Mortgage payments usually just principle, interest, and escrow (payments into an asset account being held for you by the mortgage company from which taxes, insurance, etc. are paid. You possibly will not know the dates and amounts of those transactions (for example debit RE Tax, credit escrow) until you get your annual escrow review statement. At least it was that way in the old days of pen and ink on paper. Wrong to consider what is going into escrow a current expense. The amount they calculate you must pay into escrow each month is enough to keep the balance in that account positive at all times throughout the year << as various amounts go out for RE tax, insurance, etc. >> In other words, the amount you must pay into escrow will usually change annually based on the current balance in the account, and the dates and amounts payments from the account will be made. NOT simply add up annual taxes, insurance, etc. and divided by twelve! Michael D Novack PS -- This may be dependent on jurisdiction, but so far those were the rules in the states in which I have lived/had a mortgage. ___ 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.
Re: [GNC] How to get mutual fund quotes with Finance::Quote::GoogleWeb.pm
Guilty as charged. Using version 1.57. I wasn't having any troubles, so didn't update regularly. No ice cream for me tonight. ___ 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.
Re: [GNC] What account name do you use to record the apartment/house expenses related to the building?
On Tue, Apr 16, 2024, 10:49 john wrote: > > > > On Apr 14, 2024, at 17:45, Oleander via gnucash-user < > gnucash-user@gnucash.org> wrote: > > > > Hello, > > is "Housing" a proper account name if I want to include only my > apartment expenses like Rent/Mortgage and Repairs? I'd like to > record my Utilities expenses separately within another account so that my > "Housing" account adds up only the expenses related to the building. > > > > If not, what would you use? > > Rent is an expense but if you're renting then maintenance should generally > be the landlord's responsibility. If you are the owner and renting out the property, then rent is income. A mortgage means you own the place and the payment gets split up into one > or more expenses (at least interest; maybe insurance, fees, and others > depending on the terms of the loan) and principal payment that reduces the > loan amount. Property owners also need to distinguish between maintenance > and improvements: The latter increase the value of the property, the former > are an expense. > > Regards, > John Ralls > > ___ > 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. > ___ 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.
Re: [GNC] What account name do you use to record the apartment/house expenses related to the building?
> On Apr 14, 2024, at 17:45, Oleander via gnucash-user > wrote: > > Hello, > is "Housing" a proper account name if I want to include only my apartment > expenses like Rent/Mortgage and Repairs? I'd like to record my > Utilities expenses separately within another account so that my "Housing" > account adds up only the expenses related to the building. > > If not, what would you use? Rent is an expense but if you're renting then maintenance should generally be the landlord's responsibility. A mortgage means you own the place and the payment gets split up into one or more expenses (at least interest; maybe insurance, fees, and others depending on the terms of the loan) and principal payment that reduces the loan amount. Property owners also need to distinguish between maintenance and improvements: The latter increase the value of the property, the former are an expense. Regards, John Ralls ___ 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.
Re: [GNC] What account name do you use to record the apartment/house expenses related to the building?
On Tue, Apr 16, 2024 at 4:26 AM Oleander via gnucash-user < gnucash-user@gnucash.org> wrote: > Hello, > is "Housing" a proper account name if I want to include only my apartment > expenses like Rent/Mortgage and Repairs? I'd like to record my > Utilities expenses separately within another account so that my "Housing" > account adds up only the expenses related to the building. > > If not, what would you use? > > I have a Housing account and beneath it, I have Mortgage, Repairs, Maintenance, Mortgage Interest, Appliance, Linen as sub-categories. Currently, I have Utilities as a separate expense header, with Electric, Gas, Water, and Trash as sub-categories. The layout of expenses is whatever makes sense to you and your needs. _ Richard Losey rlo...@gmail.com Micah 6:8 ___ 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.
Re: [GNC] What account name do you use to record the apartment/house expenses related to the building?
On 4/14/2024 8:45 PM, Oleander via gnucash-user wrote: Hello, is "Housing" a proper account name if I want to include only my apartment expenses like Rent/Mortgage and Repairs? I'd like to record my Utilities expenses separately within another account so that my "Housing" account adds up only the expenses related to the building. If not, what would you use? Thanks, a) The name you choose to give an account is whatever is meaningful to YOU. Just avoid any of the (few) reserved account names (like "asset", "expense", etc.) b) You can either have "utilities" totally elsewhere OR you can consider those expense intimately related to housing and have that account a CHILD of "housing". Your CoA (chart of accounts) is logically of structure type TREE where accounts can be children of an account that is their parent. So you could have "rent" and "utilities" as children of "housing". That would allow you to see the separate totals of "utilities" and "rent" as well as the total for "housing" (I am referring to reports) c) But say you were thinking of entering OTHER sorts of utility expenses under "utilities", say you bill for phone service << we used to think of a phone associated with a place but now many of us carry them in our pockets. You could have "utilities" separate.. d) What you can;t do is have it both ways. Traditional double entry bookkeeping allows only one tree structure for the CoA. To get it different in different reports you would have to BOTH set up the CoA correctly AND select just certain accounts for the report. Michael D Novack ___ 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.
Re: [GNC] Use same transfer column info for identical description
Hello!
I went deeper into the importer yesterday night. I sorted 1400 transaction
in 2h. It could be of course improved but honestly the experience was
great.
I have done the hard work and quicker than expected.
Let's see for future updates how the automatic detection works.
Thanks everyone
El mar., 16 abr. 2024 5:19, Christopher Lam
escribió:
> The importer has had some upgrades in the past couple years. You can sort
> by description in the importer, select multiple transactions with similar
> descriptions, mass assign to a particular account, mass rename the
> description too, via the right click menu.
>
> On Tue, 16 Apr 2024, 4:14 am Adrien Laveau,
> wrote:
>
>> Hello,
>>
>> Thank you both for your time answering my question.
>>
>> At the moment my data being in GNC or not is not a big deal.
>> I have the CSV/XLS fiel extracts (sadly my banks do not connect with GNC
>> online systems).
>> It is of the following form :
>> Description Amount Date
>> DescA xx 2024/03/12
>> DescB yy ...
>> DescC zz
>> DescB ii
>> DescB aa
>> DescC rr
>> ...
>>
>> And I want DescA to go in one transfer, DescB to go in another one and C
>> in
>> another one.
>> I have understood your method and remember it, but for the moment I cannot
>> use it as the "initial répartition" is not done.
>>
>> And also it does not seem to solve the problem of future transaction witj
>> the same description.
>> Indeed I plan to regularly get the CSV from sll my accountd and import
>> them
>> in GNC and I would have expected those new transaction to take the correct
>> transfer action.
>>
>> The best guess I have now is to do it in Excel before importing and having
>> the mapping I am looking for, directly in Excel.
>>
>> Thanks again
>>
>> El lun., 15 abr. 2024 14:12, Kevin Buckley via gnucash-user <
>> gnucash-user@gnucash.org> escribió:
>>
>> > On Monday, April 15th, 2024 at 04:40, Jim DeLaHunt <
>> list+gnuc...@jdlh.com>
>> > wrote:
>> > >
>> > > Hello, Adrien, and welcome to MusicBrainz!
>> >
>> > Surely: "... welcome to GnuCash!" ?
>> >
>> > >
>> > > On 2024-04-14 13:03, Adrien Laveau wrote:
>> > >
>> > > > Hello community,
>> > > >
>> > > > I uploaded 5 years worth of bank account transaction to gnu-cash.
>> > > >
>> > > > I would like the apply the same transfer information to all the
>> > > > transactions having the same description and keep applying it
>> > > > automatically to all future transaction.
>> > >
>> > >
>> > > It sounds like you want to do two different things:
>> > >
>> > > 1. Change the details ("transfer column info") which you have already
>> > > imported into your book file to match your desired contents.
>> > > 2. Ensure that GnuCash uses your desired contents for future
>> > > transactions which you enter into GnuCash using the "same
>> description".
>> > >
>> > > I don't have easy suggestions for #1, except to go through
>> transactions
>> > > one by one and correct them. It may be tedious, but you only have to
>> do
>> > > it once. (I have a difficult suggestion: to edit the GnuCash XML book
>> > > file. This is dangerous but sometimes effective. It requires skills in
>> > > working with XML and file formats.)
>> > >
>> >
>> > As someone who's not completely unfamiliar with editing GnuCash's
>> > XML, I would like to say that doing what you are suggesting you
>> > want to do here, by editing the XML, is going to be a large task,
>> > because you would have to identify the various GUIDs (32 character
>> > strings of text that give you no clue as to what each one is) that,
>> > in the XML file, take the place of what you see, as the transfer
>> > account, in the Register.
>> >
>> > As Jim implies, it could be done, but I'm not sure you would want
>> > to.
>> >
>> > There may, depending on how cleanly your old data was imported,
>> > be a bit of a "saving grace", as to what you are trying to do,
>> > via an approach that doesn't mean you need to go through ALL
>> > your TXNs one by one. You might still need to address a small
>> > number of outliers.
>> >
>> > It does, however, mean "Deleting" some things, but don't stop
>> > reading yet, as it's not as bad as it sounds.
>> >
>> > As I understand things, you have ended up with a lot of TXNs that
>> > look like, where Desc1 is the same string every time
>> >
>> > Description: Desc1, Transfer account: XFR1
>> > Description: Desc1, Transfer account: XFR2
>> > Description: Desc1, Transfer account: XFR1
>> > Description: Desc1, Transfer account: XFR3
>> > Description: Desc1, Transfer account: XFR3
>> > Description: Desc1, Transfer account: XFR2
>> > Description: Desc1, Transfer account: XFR1
>> >
>> > scattered across any number of accounts, whereas you want all
>> > those TXNs to be going into a single Transfer account: let's
>> > say, XFR1.
>> >
>> > So, I need to assume that, after you imported them, you have a
>> > chart of accounts (and let's assume the transfer accounts are
>> > all Expenses, so as to have a top-level account to work
Re: [GNC] What account name do you use to record the apartment/house expenses related to the building?
On 15 Apr 2024, at 01:45, Oleander via gnucash-user wrote: > > Hello, > is "Housing" a proper account name if I want to include only my apartment > expenses like Rent/Mortgage and Repairs? I'd like to record my > Utilities expenses separately within another account so that my "Housing" > account adds up only the expenses related to the building. Yes, Expenses:Housing would be fine. Remember that you can set up “Child” accounts, for example... Expenses:Housing:Utilities Expenses:Housing:Rent Expenses:Housing:Repairs …which would allow you to generate separate reports from each Child separately or in any combination - it all depends on how granular you want your reports. You could also split the Utilities into Expenses:Housing:Utilities:Gas, Expenses:Housing:Utiliities:Electrity etc if you want to go that far. When you’re setting this up, it’s probably better to overdo the granularity, because it’s less trouble to merge two children than to separate the (say) Gas and Electricity transactions, if you change your mind later. HTH Michael ___ 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.
Re: [GNC] Is anyone else getting these malicious e-mails?
Nor me. On Tue, 16 Apr 2024 at 11:39, Adrien Monteleone < adrien.montele...@lusfiber.net> wrote: > So far, nothing like that has come across the wire to me. > > Regards, > Adrien > > On 4/14/24 9:57 PM, Michael DeBusk wrote: > > I've gotten two or three obviously-malicious e-mails pretending to be > > from this mailing list. The From: line lists the sender as "Gnucash > > User" but the address is not this one. I fear a spammer (or worse) has > > subscribed and is harvesting addresses. > > > > Is anyone else seeing this? > > ___ > 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. > -- *Tony Vanson* *The older I get,* *the better I was* ___ 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.
[GNC] What account name do you use to record the apartment/house expenses related to the building?
Hello, is "Housing" a proper account name if I want to include only my apartment expenses like Rent/Mortgage and Repairs? I'd like to record my Utilities expenses separately within another account so that my "Housing" account adds up only the expenses related to the building. If not, what would you use? Thanks, ___ 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.
