Re: [GNC] Feature request - prevent a transaction with todays date

[R Losey]

Two items: I understand what you wrote about legally tendering something,
but I was thinking of mailing bills... I may write them on Monday, and drop
them into the mail, but until the mail is received by the creditor, it
isn't paid. But yes, I have looked at US IRS regulations, and (for
example), a charitable contribution is considered made on the date you give
it, not when the organization caches it.

When I enter past transactions, the initial date is 'today', but every
subsequent entry defaults to the date I last used (until I restart GnuCash)


On Wed, Dec 28, 2022 at 3:16 PM Adrien Monteleone <
adrien.montele...@lusfiber.net> wrote:

> On 12/28/22 10:07 AM, R Losey wrote:
> > While that is technically true, I enter credit card charges on the day I
> > use the card, not when it clears... ditto for writing checks, and I
> suspect
> > most people do it that way.
> Those generally *are* the days payment is legally made. When you hand
> over a check, that is an act of 'tendering'. The fact that the banking
> system doesn't clear it immediately or even that the recipient doesn't
> present it for payment immediately does not matter to your books. (save
> to later reconcile cleared items) And to be pedantic, the date on the
> check is the actual tendering date, if later than the current calendar
> date. (hence the term 'post dated check')
>
> With respect the Cards, the situation is similar but with usually
> shorter lag times. Merchants usually submit pending charges in batches
> at close of day or at a set time. The money appears in their account
> next day or maybe 72hours later. Your account with the Card issuer is
> affected immediately.
>
> But Michael is referring to the possible situation where you don't enter
> transactions on those same days, instead, you may enter them a week or
> even months later. The day you make the entry is not relevant. The day
> the transaction occurred, is.
>
> The OP's issue is with GnuCash reverting to 'today' as a default when
> entering batches of historical transactions as being cumbersome.
>
> As I and others have noted, we don't observe that behavior, so it is
> possibly a work-flow issue.
>
> Regards,
> Adrien
>
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Re: [GNC] Feature request - prevent a transaction with todays date

[david whiting]

You *can* create a proforma invoice or quote and turn that into an invoice.
Just create an invoice, but instead of giving it a number, use the word
PROFORMA or QUOTE, and don't post it. Then use the invoice printing
facility to print it (to find the proforma or quote, you can search, e.g.
by customer name). Then when the proforma needs to become a real invoice,
you can find the invoice (Business -> Customer -> Find Invoice, and search
by customer name) and then select Edit Invoice to change the invoice ID
from PROFORMA to whatever invoice ID you want. If you want to know what the
next number should be, you can open up Accounts Receivable and use View ->
Sort to sort by Number (and reverse order, if you wish) to make sure that
the previous invoice with the highest number is at the bottom (or top, if
reversed).

David

On Wed, 28 Dec 2022 at 22:08, Dr. David Kirkby <
drkir...@kirkbymicrowave.co.uk> wrote:

> On Wed, 28 Dec 2022 at 21:26, Adrien Monteleone <
> adrien.montele...@lusfiber.net> wrote:
>
> > Consider as well, another software package entirely to handle quotes,
> > proformas, invoices, AR even.
> >
> > Then export the resulting accounting data to GnuCash to complete your
> > books.
> >
> > (the same goes for investment tracking)
> >
>
> I use a word processor - LibraOffice.  But it would be nice to generate a
> quote or proforma invoice and turn that into an invoice. Like you can with
>
> Quckbooks
>
> https://quickbooks.intuit.com/learn-support/en-za/help-article/job-estimates/create-send-estimates-quotes-quickbooks-online/L0kOXRjoP_ZA_en_ZA
>
> Sage
>
> https://help.accounting.sage.com/en-us/accounting/invoicing/extra-sales-quotes.html
>
> Kashflow
> https://www.kashflow.com/support/kb/settings-quote-settings/
>
> etc.
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Re: [GNC] Feature request - prevent a transaction with todays date

[David H]

Michael,

Not a nuisance for me but a blessing as I enter 95% of my txns on the date
they occur :-). I'm long past the stage of saving things up for days /
weeks / months and entering them in one hit and also trying to remember
what a well faded register receipt from months ago really was.

Cheers David H.


On Thu, 29 Dec 2022 at 09:36, Michael or Penny Novack <
stepbystepf...@comcast.net> wrote:

> On 12/28/2022 11:11 AM, R Losey wrote:
> > That would be an interesting poll (about when one enters data)...
> >
> > I put all receipts in a drawer and enter them into GnuCash weekly, and
> > after that, they get filed.
>
> What I have been saying, not "real time". The "today" date (the day
> once  week when you enter them) is irrelevant with regard to the date
> you want to use for the transaction date.
>
> That gnucash defaults to "today" is a nuisance but only a minor one in
> the sense that any date gnucash began with as the default unlikely to be
> the correct date for the transaction.
>
>
> Michael D Novack
>
>
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Re: [GNC] Feature request - prevent a transaction with todays date

[Michael or Penny Novack]

On 12/28/2022 11:11 AM, R Losey wrote:

That would be an interesting poll (about when one enters data)...

I put all receipts in a drawer and enter them into GnuCash weekly, and
after that, they get filed.


What I have been saying, not "real time". The "today" date (the day 
once  week when you enter them) is irrelevant with regard to the date 
you want to use for the transaction date.


That gnucash defaults to "today" is a nuisance but only a minor one in 
the sense that any date gnucash began with as the default unlikely to be 
the correct date for the transaction.



Michael D Novack


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Re: [GNC] Feature request - prevent a transaction with todays date

[Michael or Penny Novack]

On 12/28/2022 11:07 AM, R Losey wrote:
While that is technically true, I enter credit card charges on the day 
I use the card, not when it clears... ditto for writing checks, and I 
suspect most people do it that way. 98% of the time it doesn't matter, 
but I have run into end-of-month and end-of -year items that require 
me to be more careful. For example, if I give to my church this 
weekend, and write a check and date it Fri, 30 Dec 2022, it will 
actually be given on Sun, 01 Jan 2023; moreover, they don't actually 
get the credit until it is deposited and processed, so not only would 
my monthly giving summary not match theirs, neither would the annual 
giving amount.


That's actually a very good example:

1) The date ON the check is usually what you will use for the 
transaction. It however has no legal meaning.


2) The date on which you put the check on the plate is the "delivery 
date". TECHNICALLY the correct (legal) fate of the transaction.


NOTE --- the fact that you wrote out a check does not mean that you will 
ever "deliver" it. Have we all not written at least SOME checks that 
were never delivered? That we threw away of tore up? IF you void a check 
once written out but had entered a transaction for it, now you need to 
reverse that.


4) The date the check deposited and gets back to your bank and appears 
on your statement has no accounting meaning as long as this event sooner 
or later happens (if it NEVER happens that;s another matter)



Michael D Novack


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Re: [GNC] Feature request - prevent a transaction with todays date

[Dr. David Kirkby]

On Wed, 28 Dec 2022 at 21:26, Adrien Monteleone <
adrien.montele...@lusfiber.net> wrote:

> Consider as well, another software package entirely to handle quotes,
> proformas, invoices, AR even.
>
> Then export the resulting accounting data to GnuCash to complete your
> books.
>
> (the same goes for investment tracking)
>

I use a word processor - LibraOffice.  But it would be nice to generate a
quote or proforma invoice and turn that into an invoice. Like you can with

Quckbooks
https://quickbooks.intuit.com/learn-support/en-za/help-article/job-estimates/create-send-estimates-quotes-quickbooks-online/L0kOXRjoP_ZA_en_ZA

Sage
https://help.accounting.sage.com/en-us/accounting/invoicing/extra-sales-quotes.html

Kashflow
https://www.kashflow.com/support/kb/settings-quote-settings/

etc.
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Re: [GNC] Feature request - prevent a transaction with todays date

[Adrien Monteleone]

Consider as well, another software package entirely to handle quotes, 
proformas, invoices, AR even.


Then export the resulting accounting data to GnuCash to complete your books.

(the same goes for investment tracking)

If you weren't doing your own accounting, you'd be using the other 
software anyway for those purposes and then giving your accountant the 
end result. And their software wouldn't likely be capable of generating 
those documents or managing customer accounts or managing investments, 
but just keeping the books and generating reports.


In short, you are wearing many hats that are often worn by several 
distinct individuals using distinct software, and thus you may have to 
use multiple apps to suit your needs.


Regards,
Adrien

On 12/28/22 1:50 AM, Dr. David Kirkby wrote:

On Wed, 28 Dec 2022 at 02:01, Adrien Monteleone <
adrien.montele...@lusfiber.net> wrote:



On 12/27/22 6:43 PM, Dr. David Kirkby wrote:

I am still getting used to this software.  I don’t find it the most
intuitive piece of software, but it will be beneficial to me. The other
gripes that I have, are not ones that the developers want to fix

1) Can not generate a quote


I recall this being considered for version 5.0 due out next Spring, but
I haven't checked the status on the feature lately. Meanwhile, create
invoices for printing/e-mailing, but do not post them. Edit them either
within GnuCash or some other editor to indicate they are 'Quotes'. (a
quote is not a transaction and should never be posted to your books)



I believe that the next invoice then has a number one higher than it would
otherwise have. That would break the requirements here that invoices are
consequently numbered.




2) Can not generate a proforma invoice


A bit trickier to implement, though it might be part of the above
change. As I noted, I haven't looked at the progress in some time. Maybe
check Bugzilla to find it and chime in on making it part of the feature,
or file a separate bug for it. (might already be filed too, I'm not
certain)



I thought that the developers were against this, stating it’s not part of
accounting. But it would be so very useful to small companies.



3) No direct support for cryptocurrencies

That isn't likely to happen for some time for special reasons. GnuCash
sticks with 'official' currencies. If any crypto are added to that list
by the governing bodies, they should auto-appear available in GnuCash.
In the meantime, there are of course work-arounds.



Governing bodies are often slow to react, or have their own agendas. I know
of an IEEE standard for antenna measurements that says a chart recorder
should be used, despite people people use computers nowadays for data
acquisition and have done for decades.
There are

1) large companies such as NewEgg accepting crypto

https://kb.newegg.com/knowledge-base/using-crypto-on-newegg/

2) PayPal, that has millions of users - far more than any crypto exchange.
I don’t know how much is bought or sold on PayPal, but they keep pushing
it. Their fees are very high

https://www.paypal.com/uk/webapps/mpp/crypto


3) Charities accepting it.

4) Depending upon what side of the bed Elon Musk gets out, Tesla will or
will not accept it.

5) Legal tender in at least one country.

6) I don’t know if Sage accepts crypto, but there’s plenty about it on
their website

https://www.sage.com/en-gb/blog/tag/cryptocurrency/

It seems a matter of when. NOT IF, other mainstream software packages
support crypto.


Regards,

Adrien



Dave





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Re: [GNC] Feature request - prevent a transaction with todays date

[Adrien Monteleone]

On 12/28/22 1:50 AM, Dr. David Kirkby wrote:

1) Can not generate a quote


I recall this being considered for version 5.0 due out next Spring, but
I haven't checked the status on the feature lately. Meanwhile, create
invoices for printing/e-mailing, but do not post them. Edit them either
within GnuCash or some other editor to indicate they are 'Quotes'. (a
quote is not a transaction and should never be posted to your books)



I believe that the next invoice then has a number one higher than it would
otherwise have. That would break the requirements here that invoices are
consequently numbered.


There is no universal requirement that this be so. But I understand how 
it is good practice. (I have used it for auditing purposes myself)


The work-around for that work-around (that is, until this is implemented 
officially) is to simply edit the Invoice Number to the next number it 
needs to be before posting. This may or may not involve turning off 
auto-numbering, then incrementing the auto-numbering starting point and 
turning it back on.



Regards,
Adrien

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Re: [GNC] Feature request - prevent a transaction with todays date

[Adrien Monteleone]

On 12/28/22 10:07 AM, R Losey wrote:

While that is technically true, I enter credit card charges on the day I
use the card, not when it clears... ditto for writing checks, and I suspect
most people do it that way.
Those generally *are* the days payment is legally made. When you hand 
over a check, that is an act of 'tendering'. The fact that the banking 
system doesn't clear it immediately or even that the recipient doesn't 
present it for payment immediately does not matter to your books. (save 
to later reconcile cleared items) And to be pedantic, the date on the 
check is the actual tendering date, if later than the current calendar 
date. (hence the term 'post dated check')


With respect the Cards, the situation is similar but with usually 
shorter lag times. Merchants usually submit pending charges in batches 
at close of day or at a set time. The money appears in their account 
next day or maybe 72hours later. Your account with the Card issuer is 
affected immediately.


But Michael is referring to the possible situation where you don't enter 
transactions on those same days, instead, you may enter them a week or 
even months later. The day you make the entry is not relevant. The day 
the transaction occurred, is.


The OP's issue is with GnuCash reverting to 'today' as a default when 
entering batches of historical transactions as being cumbersome.


As I and others have noted, we don't observe that behavior, so it is 
possibly a work-flow issue.


Regards,
Adrien

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Re: [GNC] Feature request - prevent a transaction with todays date

[R Losey]

Odd... mine always has done this (since I've corrected dates many times).

On Tue, Dec 27, 2022 at 6:11 PM Dr. David Kirkby <
drkir...@kirkbymicrowave.co.uk> wrote:

> On Tue, 27 Dec 2022 at 08:00, David T.  wrote:
>
> > Dr. Kirkby,
> >
> > While I understand the requirements for not editing existing
> transactions,
> > I'll note that in your initial post, you mentioned going back to a backup
> > and re-entering the transaction. Not to put too much of an emphasis here,
> > but how does editing the date differ from opening a backup and
> re-entering
> > the transaction?
> >
> > David T.
> >
>
> One thing I discovered tonight is that if I enter the wrong date, then
> charge it on one side of the transaction (from account) then it doesn’t get
> changed on the other side (to account). This was a simple transaction - ie
> two splits.
>
>  I am going to have to double check for any of these sorts of transaction,
> where the date one said may be different to the other.
>
> Dave.
>
> On Dec 27, 2022, at 3:07 AM, "Dr. David Kirkby" <
> drkir...@kirkbymicrowave.co.uk> wrote:
>
> > On Mon, 26 Dec 2022 at 19:22, William Prescott 
> >> wrote:
> >>
> >>  Your post puzzles me.
> >>>
> >>>  I am trying to enter some transactions from March. Every now and
> again I
>   forget to change the date on something, so I get today’s date. Then I
> 
> >>>  have
> >>>
>   to go back to a backup file.
> 
> >>>
> >>>
> >>>  Why? Can't you just edit the date on the transaction and change it.
> >>>
> >>
> >>
> >> I thought one wasn’t supposed to do that - at least in formula
> accounting.
> >>
> >>
> >>>
> >>>  It would be nice when entering historical
>   transactions if it was impossible to use todays date - one is forced
> to
>   change the date is something in preferences prevented todays date
> being
>   used.
> 
> >>>
> >>>  I must be missing something. Not being able to use today's day would
> make
> >>>  it impossible to enter transactions on the day they occurred. Are you
> >>>  asking for some switch that could be set before entering historical
> >>>  transactions? It seems like a cumbersome solution to a non-problem.
> >>>
> >>
> >>
> >> Yes, a switch for entering historical transactions.
> >>
> >>
> >>>  Will
> >>>
> >>
> >>
> >> Dave
> >>
> >> --
> Dr. David Kirkby,
> Kirkby Microwave Ltd,
> drkir...@kirkbymicrowave.co.uk
> https://www.kirkbymicrowave.co.uk/
> Telephone 01621-680100./ +44 1621 680100
>
> Registered in England & Wales, company number 08914892.
> Registered office:
> Stokes Hall Lodge, Burnham Rd, Althorne, Chelmsford, Essex, CM3 6DT, United
> Kingdom
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Re: [GNC] Feature request - prevent a transaction with todays date

[R Losey]

That would be an interesting poll (about when one enters data)...

I put all receipts in a drawer and enter them into GnuCash weekly, and
after that, they get filed.

On Tue, Dec 27, 2022 at 5:51 PM Stan Brown 
wrote:

>
> On 2022-12-27 14:51, Michael or Penny Novack wrote:
> > When entering transactions into gnucash I am always entering a date, the
> > correct one for the transaction, rarely TODAY'S date. It is only a minor
> > annoyance, but the default gnucash starts with, "today", is almost
> > always going to be the wrong date.
>
> That's you, and if it works for you there's nothing wrong with it.
>
> On the other hand, I (and I'm sure some others here) try to enter things
> in GC as soon as possible, because then it's one less thing to remember.
> For me, entering a transaction after the day it occurred is the
> exception, not the rule. So for me, the default to entering today's date
> works far more often than not.
>
> Stan Brown
> Tehachapi, CA, USA
> https://BrownMath.com
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Re: [GNC] Feature request - prevent a transaction with todays date

[R Losey]

While that is technically true, I enter credit card charges on the day I
use the card, not when it clears... ditto for writing checks, and I suspect
most people do it that way. 98% of the time it doesn't matter, but I have
run into end-of-month and end-of -year items that require me to be more
careful. For example, if I give to my church this weekend, and write a
check and date it Fri, 30 Dec 2022, it will actually be given on Sun, 01
Jan 2023; moreover, they don't actually get the credit until it is
deposited and processed, so not only would my monthly giving summary not
match theirs, neither would the annual giving amount.

On Tue, Dec 27, 2022 at 12:52 PM Michael or Penny Novack <
stepbystepf...@comcast.net> wrote:

>
>
> > If you create a bill, then entering multiple items then defaults to the
> > original date. However, once posted, the next thing to do is pay it. The
> > payment date defaults to the current date.
>
> Just pointing out again, but accounting (and gnucash) not a "real tine"
> activity. The CORRECT date to use for entering payment of a bill is when
> you made legal payment of it. Not when you got around to entering the
> transaction. The "current date" (date at the time you entered the
> transaction isn't relevant to anything, or should not be.
>
> If this seems to be persnickety, image that there are discounts for on
> time payments or late fees for late payments.
>
>
> Michael D Novack
>
>
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Re: [GNC] Feature request - prevent a transaction with todays date

[Dr. David Kirkby]

On Wed, 28 Dec 2022 at 02:01, Adrien Monteleone <
adrien.montele...@lusfiber.net> wrote:

>
> On 12/27/22 6:43 PM, Dr. David Kirkby wrote:
> > I am still getting used to this software.  I don’t find it the most
> > intuitive piece of software, but it will be beneficial to me. The other
> > gripes that I have, are not ones that the developers want to fix
> >
> > 1) Can not generate a quote
>
> I recall this being considered for version 5.0 due out next Spring, but
> I haven't checked the status on the feature lately. Meanwhile, create
> invoices for printing/e-mailing, but do not post them. Edit them either
> within GnuCash or some other editor to indicate they are 'Quotes'. (a
> quote is not a transaction and should never be posted to your books)


I believe that the next invoice then has a number one higher than it would
otherwise have. That would break the requirements here that invoices are
consequently numbered.

>
> > 2) Can not generate a proforma invoice
>
> A bit trickier to implement, though it might be part of the above
> change. As I noted, I haven't looked at the progress in some time. Maybe
> check Bugzilla to find it and chime in on making it part of the feature,
> or file a separate bug for it. (might already be filed too, I'm not
> certain)


I thought that the developers were against this, stating it’s not part of
accounting. But it would be so very useful to small companies.


> 3) No direct support for cryptocurrencies
>
> That isn't likely to happen for some time for special reasons. GnuCash
> sticks with 'official' currencies. If any crypto are added to that list
> by the governing bodies, they should auto-appear available in GnuCash.
> In the meantime, there are of course work-arounds.


Governing bodies are often slow to react, or have their own agendas. I know
of an IEEE standard for antenna measurements that says a chart recorder
should be used, despite people people use computers nowadays for data
acquisition and have done for decades.
There are

1) large companies such as NewEgg accepting crypto

https://kb.newegg.com/knowledge-base/using-crypto-on-newegg/

2) PayPal, that has millions of users - far more than any crypto exchange.
I don’t know how much is bought or sold on PayPal, but they keep pushing
it. Their fees are very high

https://www.paypal.com/uk/webapps/mpp/crypto


3) Charities accepting it.

4) Depending upon what side of the bed Elon Musk gets out, Tesla will or
will not accept it.

5) Legal tender in at least one country.

6) I don’t know if Sage accepts crypto, but there’s plenty about it on
their website

https://www.sage.com/en-gb/blog/tag/cryptocurrency/

It seems a matter of when. NOT IF, other mainstream software packages
support crypto.


Regards,
> Adrien


Dave



-- 
Dr. David Kirkby,
Kirkby Microwave Ltd,
drkir...@kirkbymicrowave.co.uk
https://www.kirkbymicrowave.co.uk/
Telephone 01621-680100./ +44 1621 680100

Registered in England & Wales, company number 08914892.
Registered office:
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Re: [GNC] Feature request - prevent a transaction with todays date

[Peter West]

> On 28 Dec 2022, at 10:43 am, Dr. David Kirkby 
>  wrote:
> 
...
> I am still getting used to this software.  I don’t find it the most
> intuitive piece of software, but it will be beneficial to me. The other
> gripes that I have, are not ones that the developers want to fix
> 
> 3) No direct support for cryptocurrencies
> 
> I could probably fix the last myself if I built the software from the
> source code, but the first two are more tricky.

If you decide to try this, please let the list (or me) know. I may even be able 
to give you a hand, although I was never a C++ programmer. There is more C than 
C++, though.

—
Peter West
p...@pbw.id.au
And the angel said to them, “Fear not, for behold, I bring you good news of 
great joy that will be for all the people. For unto you is born this day in the 
city of David a Saviour, who is Christ the Lord. And this will be a sign for 
you: you will find a baby wrapped in swaddling cloths and lying in a manger.”



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Re: [GNC] Feature request - prevent a transaction with todays date

[Adrien Monteleone]

On 12/27/22 6:43 PM, Dr. David Kirkby wrote:

I am still getting used to this software.  I don’t find it the most
intuitive piece of software, but it will be beneficial to me. The other
gripes that I have, are not ones that the developers want to fix

1) Can not generate a quote


I recall this being considered for version 5.0 due out next Spring, but 
I haven't checked the status on the feature lately. Meanwhile, create 
invoices for printing/e-mailing, but do not post them. Edit them either 
within GnuCash or some other editor to indicate they are 'Quotes'. (a 
quote is not a transaction and should never be posted to your books)



2) Can not generate a proforma invoice


A bit trickier to implement, though it might be part of the above 
change. As I noted, I haven't looked at the progress in some time. Maybe 
check Bugzilla to find it and chime in on making it part of the feature, 
or file a separate bug for it. (might already be filed too, I'm not certain)



3) No direct support for cryptocurrencies


That isn't likely to happen for some time for special reasons. GnuCash 
sticks with 'official' currencies. If any crypto are added to that list 
by the governing bodies, they should auto-appear available in GnuCash. 
In the meantime, there are of course work-arounds.



Regards,
Adrien

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Re: [GNC] Feature request - prevent a transaction with todays date

[Adrien Monteleone]

As others have noted, there is no need for reverting to a backup file to 
make changes.


And when you do so, are you then reverting back to the 'current file'? 
(you weren't particularly clear on that point)


If so, you've now got 2 files with different transactions!

And I use the business features regularly, and quite often am entering 
for previous dates. I fail to notice any issue with doing so. I'm not 
sure why you are finding a problem. Is it really too much to ask to pay 
attention to what you are doing? (or slow down a tad in order to do so?)


If you have lots of old invoices you are trying to enter, consider 
creating a spreadsheet for import. See the Help file for the proper 
format. There are also a few threads here over the years on the topic.


You can then also import a spreadsheet of payments just to get the data 
entry done.


Once those two steps are complete, you then need to bring up a list of 
payments from a Find perhaps, and right-click to 'Assign as Payment' to 
link each one to their proper invoice. (sadly that can't be imported as 
far as I'm aware)


Regards,
Adrien

On 12/26/22 12:47 PM, Dr. David Kirkby wrote:

I am trying to enter some transactions from March. Every now and again I
forget to change the date on something, so I get today’s date. Then I have
to go back to a backup file. It would be nice when entering historical
transactions if it was impossible to use todays date - one is forced to
change the date is something in preferences prevented todays date being
used. --


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Re: [GNC] Feature request - prevent a transaction with todays date

[Adrien Monteleone]

That warning already exists in the case of editing a previously 
reconciled transaction.


The rules governing the warning have been greatly relaxed a few releases 
ago to reduce an annoyance for 'non-material' changes however. (the 
date, should still be 'material')


You might have dismissed the warning and set the preference to not bug 
you in the future. You can reset it under Actions > 'Reset Warnings...'


Regards,
Adrien

On 12/27/22 4:01 PM, David H wrote:

Hi Christopher,

Yes this is a good idea, I have inadvertently updated the wrong date on a
txn that had already been reconciled a year or 2 ago and had to go looking
for it again to fix it up.  Are the existing warnings documented anywhere
in one place - will check the wiki and see if I can find them ?


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Re: [GNC] Feature request - prevent a transaction with todays date

[Dr. David Kirkby]

On Wed, 28 Dec 2022 at 00:27, Stan Brown  wrote:

> On 2022-12-27 16:10, Dr. David Kirkby wrote:
>
> > One thing I discovered tonight is that if I enter the wrong date, then
> > charge it on one side of the transaction (from account) then it doesn’t
> get
> > changed on the other side (to account). This was a simple transaction -
> ie
> > two splits.
>
> Let me guess: you looked in the other register before you had committed
> the transaction.


Yes, you are probably right


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


I am still getting used to this software.  I don’t find it the most
intuitive piece of software, but it will be beneficial to me. The other
gripes that I have, are not ones that the developers want to fix

1) Can not generate a quote
2) Can not generate a proforma invoice
3) No direct support for cryptocurrencies

I could probably fix the last myself if I built the software from the
source code, but the first two are more tricky.

Dave
-- 
Dr. David Kirkby,
Kirkby Microwave Ltd,
drkir...@kirkbymicrowave.co.uk
https://www.kirkbymicrowave.co.uk/
Telephone 01621-680100./ +44 1621 680100

Registered in England & Wales, company number 08914892.
Registered office:
Stokes Hall Lodge, Burnham Rd, Althorne, Chelmsford, Essex, CM3 6DT, United
Kingdom
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Re: [GNC] Feature request - prevent a transaction with todays date

[Dr. David Kirkby]

On Tue, 27 Dec 2022 at 22:51, Michael or Penny Novack <
stepbystepf...@comcast.net> wrote:

>
> When entering transactions into gnucash I am always entering a date, the
> correct one for the transaction, rarely TODAY'S date. It is only a minor
> annoyance, but the default gnucash starts with, "today", is almost
> always going to be the wrong date.


That’s what I am finding. The current date is rarely the right one, but
GnuCash defaults to that.

Once I have all my historical transactions in, I will try to do bills the
day I purchase something, but I have the facility for customers to buy with
eBay and PayPal. There’s a good chance that I would find it impossible to
generate the invoice the day of the transaction, as it might occur in the
middle of the night.

Michael D Novack


Dave

-- 
Dr. David Kirkby,
Kirkby Microwave Ltd,
drkir...@kirkbymicrowave.co.uk
https://www.kirkbymicrowave.co.uk/
Telephone 01621-680100./ +44 1621 680100

Registered in England & Wales, company number 08914892.
Registered office:
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Kingdom
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Re: [GNC] Feature request - prevent a transaction with todays date

[Stan Brown]

On 2022-12-27 16:10, Dr. David Kirkby wrote:

> One thing I discovered tonight is that if I enter the wrong date, then
> charge it on one side of the transaction (from account) then it doesn’t get
> changed on the other side (to account). This was a simple transaction - ie
> two splits.

Let me guess: you looked in the other register before you had committed
the transaction.

Until you commit thee transaction (typically by pressing Enter, not Tab)
the change is not in the database and therefore will not show up in any
register other than the one where you are editing the transaction.

Stan Brown
Tehachapi, CA, USA
https://BrownMath.com
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Re: [GNC] Feature request - prevent a transaction with todays date

[Dr. David Kirkby]

On Tue, 27 Dec 2022 at 16:43, Stan Brown  wrote:

>
>
> A related feature I _would_ like to see is the ability to specify a date
> range within which no new transactions could be entered. I would use
> that to prevent myself from unintentionally changing transactions from
> prior years. The existing mechanism, where the only form of date range
> is N days before today, doesn't seem very helpful to me, since I have to
> change the value of N every day.


Where can you set this N? I hadn’t noticed it. Can one either restrict the
range to be >N days? Or maybe if one sticks in a negative value for N, that
might achieve what I want.

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


Dave

> 

-- 
Dr. David Kirkby,
Kirkby Microwave Ltd,
drkir...@kirkbymicrowave.co.uk
https://www.kirkbymicrowave.co.uk/
Telephone 01621-680100./ +44 1621 680100

Registered in England & Wales, company number 08914892.
Registered office:
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Kingdom
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Re: [GNC] Feature request - prevent a transaction with todays date

[Dr. David Kirkby]

On Tue, 27 Dec 2022 at 08:00, David T.  wrote:

> Dr. Kirkby,
>
> While I understand the requirements for not editing existing transactions,
> I'll note that in your initial post, you mentioned going back to a backup
> and re-entering the transaction. Not to put too much of an emphasis here,
> but how does editing the date differ from opening a backup and re-entering
> the transaction?
>
> David T.
>

One thing I discovered tonight is that if I enter the wrong date, then
charge it on one side of the transaction (from account) then it doesn’t get
changed on the other side (to account). This was a simple transaction - ie
two splits.

 I am going to have to double check for any of these sorts of transaction,
where the date one said may be different to the other.

Dave.

On Dec 27, 2022, at 3:07 AM, "Dr. David Kirkby" <
drkir...@kirkbymicrowave.co.uk> wrote:

> On Mon, 26 Dec 2022 at 19:22, William Prescott 
>> wrote:
>>
>>  Your post puzzles me.
>>>
>>>  I am trying to enter some transactions from March. Every now and again I
  forget to change the date on something, so I get today’s date. Then I

>>>  have
>>>
  to go back to a backup file.

>>>
>>>
>>>  Why? Can't you just edit the date on the transaction and change it.
>>>
>>
>>
>> I thought one wasn’t supposed to do that - at least in formula accounting.
>>
>>
>>>
>>>  It would be nice when entering historical
  transactions if it was impossible to use todays date - one is forced to
  change the date is something in preferences prevented todays date being
  used.

>>>
>>>  I must be missing something. Not being able to use today's day would make
>>>  it impossible to enter transactions on the day they occurred. Are you
>>>  asking for some switch that could be set before entering historical
>>>  transactions? It seems like a cumbersome solution to a non-problem.
>>>
>>
>>
>> Yes, a switch for entering historical transactions.
>>
>>
>>>  Will
>>>
>>
>>
>> Dave
>>
>> --
Dr. David Kirkby,
Kirkby Microwave Ltd,
drkir...@kirkbymicrowave.co.uk
https://www.kirkbymicrowave.co.uk/
Telephone 01621-680100./ +44 1621 680100

Registered in England & Wales, company number 08914892.
Registered office:
Stokes Hall Lodge, Burnham Rd, Althorne, Chelmsford, Essex, CM3 6DT, United
Kingdom
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Re: [GNC] Feature request - prevent a transaction with todays date

[Stan Brown]

On 2022-12-27 14:51, Michael or Penny Novack wrote:
> When entering transactions into gnucash I am always entering a date, the
> correct one for the transaction, rarely TODAY'S date. It is only a minor
> annoyance, but the default gnucash starts with, "today", is almost
> always going to be the wrong date.

That's you, and if it works for you there's nothing wrong with it.

On the other hand, I (and I'm sure some others here) try to enter things
in GC as soon as possible, because then it's one less thing to remember.
For me, entering a transaction after the day it occurred is the
exception, not the rule. So for me, the default to entering today's date
works far more often than not.

Stan Brown
Tehachapi, CA, USA
https://BrownMath.com
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Re: [GNC] Feature request - prevent a transaction with todays date

[David H]

Ah thanks, I see it now :-)

Cheers David H.

On Wed, 28 Dec 2022 at 08:03, Stan Brown  wrote:

> Not preferences, but File » Properties » Accounts » Day Threshold for
> read-only transactions.
>
> Stan Brown
> Tehachapi, CA, USA
> https://BrownMath.com
>
> On 2022-12-27 13:58, David H wrote:
> > Stan,
> >
> > There doesn't seem to be an option/preference to restrict txns entered
> > using N days before today anymore - version 4.13 of Gnucash on
> > Windows/MacOS - presumably it's been removed as it wasn't considered
> > very helpful or age has caught up with me and I'm slowly going blind :-)
> >
> > Cheers David H.
> >
> >
> > On Wed, 28 Dec 2022 at 02:44, Stan Brown  > > wrote:
> >
> > On 2022-12-26 16:27, David Carlson wrote:
> > > When entering more than one transaction in a session,  new
> > transactions
> > > default to the same date last used, so the existing shortcuts
> > metioned in a
> > > previous comment often work.
> >
> > I think that should be "new transactions default to the same date
> last
> > used _in_the_same_register_ in that session." At least that's been my
> > experience with 2.6.19, though it could have changed in later GC
> > versions.
> >
> > > If it happens that you are editing multiple historical
> > transactions,  they> are likely close together as well.
> >
> > And there is also the option to run a Ctrl+F query, then make any
> needed
> > edits right in the results register. That's a "live" register like
> any
> > other, not a static read-only view into the database.
> >
> > > If I had that sort of switch,  I would be forgetting to reset it
> > when done.
> >
> > I agree wholeheartedly. Such an "switch" sounds to me like a classic
> > case of bloating the product with a feature of _very_ limited
> > applicability.
> >
> > A related feature I _would_ like to see is the ability to specify a
> date
> > range within which no new transactions could be entered. I would use
> > that to prevent myself from unintentionally changing transactions
> from
> > prior years. The existing mechanism, where the only form of date
> range
> > is N days before today, doesn't seem very helpful to me, since I
> have to
> > change the value of N every day.
> >
> > Stan Brown
> > Tehachapi, CA, USA
> > https://BrownMath.com 
> > ___
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Re: [GNC] Feature request - prevent a transaction with todays date

[Michael or Penny Novack]

On 12/27/2022 2:00 PM, Steve Butler wrote:
If I paid today and enter the transaction today it should have today's 
date on it.


Especially if paid with cash.  If I wrote a check I must be ready for 
them to go immediately to the bank and cash it


I think misunderstood?

Yes of course, if you made the payment today then today's date should be 
the date  of the transaction.


But who is to say that you got around to opening gnucash and entering 
the transaction today? Especially if that was cash. And it is not 
necessarily the date on which you write the check (though that is the 
date you will usually use) but the date that you "delivered" the check 
<< when you hand it to them, or for legal purposes, have made 
"constructive delivery" of it -- from which "postmark" gets its legal 
importance >>


In other words, I was responding to the idea that the date on the 
transaction should be the "date when entered into gnucash" << today's 
date >> when that could be well AFTER the date when the payment was 
actually made.


When entering transactions into gnucash I am always entering a date, the 
correct one for the transaction, rarely TODAY'S date. It is only a minor 
annoyance, but the default gnucash starts with, "today", is almost 
always going to be the wrong date. I am never, for example, when paying  
a stack of bills, taking the first one, writing the check, putting a 
stamp on, and taking to the post office, and then opening gnucash to 
enter the transaction, then on to the next bill. Instead I process the 
entire stack of bills, put the envelopes in a stack on the desk, until 
the next time I am going down to our mail box (and putting the flag up; 
we're rural). The next time I have gnucash up, will enter these 
transactions using data from the check register. MIGHT be same day, 
MIGHT be next day, MIGHT be net week.


Michael D Novack


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Re: [GNC] Feature request - prevent a transaction with todays date

[Stan Brown]

Not preferences, but File » Properties » Accounts » Day Threshold for
read-only transactions.

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

On 2022-12-27 13:58, David H wrote:
> Stan,
> 
> There doesn't seem to be an option/preference to restrict txns entered
> using N days before today anymore - version 4.13 of Gnucash on
> Windows/MacOS - presumably it's been removed as it wasn't considered
> very helpful or age has caught up with me and I'm slowly going blind :-)
> 
> Cheers David H.
> 
> 
> On Wed, 28 Dec 2022 at 02:44, Stan Brown  > wrote:
> 
> On 2022-12-26 16:27, David Carlson wrote:
> > When entering more than one transaction in a session,  new
> transactions
> > default to the same date last used, so the existing shortcuts
> metioned in a
> > previous comment often work.
> 
> I think that should be "new transactions default to the same date last
> used _in_the_same_register_ in that session." At least that's been my
> experience with 2.6.19, though it could have changed in later GC
> versions.
> 
> > If it happens that you are editing multiple historical
> transactions,  they> are likely close together as well.
> 
> And there is also the option to run a Ctrl+F query, then make any needed
> edits right in the results register. That's a "live" register like any
> other, not a static read-only view into the database.
> 
> > If I had that sort of switch,  I would be forgetting to reset it
> when done.
> 
> I agree wholeheartedly. Such an "switch" sounds to me like a classic
> case of bloating the product with a feature of _very_ limited
> applicability.
> 
> A related feature I _would_ like to see is the ability to specify a date
> range within which no new transactions could be entered. I would use
> that to prevent myself from unintentionally changing transactions from
> prior years. The existing mechanism, where the only form of date range
> is N days before today, doesn't seem very helpful to me, since I have to
> change the value of N every day.
> 
> Stan Brown
> Tehachapi, CA, USA
> https://BrownMath.com 
> ___
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> To update your subscription preferences or to unsubscribe:
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Re: [GNC] Feature request - prevent a transaction with todays date

[David H]

Hi Christopher,

Yes this is a good idea, I have inadvertently updated the wrong date on a
txn that had already been reconciled a year or 2 ago and had to go looking
for it again to fix it up.  Are the existing warnings documented anywhere
in one place - will check the wiki and see if I can find them ?

Cheers David H.

On Wed, 28 Dec 2022 at 03:18, Christopher Lam 
wrote:

> On Tue, 27 Dec 2022, 8:44 pm Stan Brown, 
> wrote:
>
> >
> >
> > A related feature I _would_ like to see is the ability to specify a date
> > range within which no new transactions could be entered. I would use
> > that to prevent myself from unintentionally changing transactions from
> > prior years. The existing mechanism, where the only form of date range
> > is N days before today, doesn't seem very helpful to me, since I have to
> > change the value of N every day.
> >
>
> Among this discussion, this is one feature request that looks interesting:
> if the user inputs a transaction dated *before* the last reconciliation
> date, there could/should be a warning that the user should reconsider the
> date, because the new transaction would likely affect the previous
> reconciliations. Any thoughts from long term users?
>
>
> >
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Re: [GNC] Feature request - prevent a transaction with todays date

[David H]

Stan,

There doesn't seem to be an option/preference to restrict txns entered
using N days before today anymore - version 4.13 of Gnucash on
Windows/MacOS - presumably it's been removed as it wasn't considered very
helpful or age has caught up with me and I'm slowly going blind :-)

Cheers David H.


On Wed, 28 Dec 2022 at 02:44, Stan Brown  wrote:

> On 2022-12-26 16:27, David Carlson wrote:
> > When entering more than one transaction in a session,  new transactions
> > default to the same date last used, so the existing shortcuts metioned
> in a
> > previous comment often work.
>
> I think that should be "new transactions default to the same date last
> used _in_the_same_register_ in that session." At least that's been my
> experience with 2.6.19, though it could have changed in later GC versions.
>
> > If it happens that you are editing multiple historical transactions,
> they> are likely close together as well.
>
> And there is also the option to run a Ctrl+F query, then make any needed
> edits right in the results register. That's a "live" register like any
> other, not a static read-only view into the database.
>
> > If I had that sort of switch,  I would be forgetting to reset it when
> done.
>
> I agree wholeheartedly. Such an "switch" sounds to me like a classic
> case of bloating the product with a feature of _very_ limited
> applicability.
>
> A related feature I _would_ like to see is the ability to specify a date
> range within which no new transactions could be entered. I would use
> that to prevent myself from unintentionally changing transactions from
> prior years. The existing mechanism, where the only form of date range
> is N days before today, doesn't seem very helpful to me, since I have to
> change the value of N every day.
>
> Stan Brown
> Tehachapi, CA, USA
> https://BrownMath.com
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Re: [GNC] Feature request - prevent a transaction with todays date

[Dr. David Kirkby]

On Tue, 27 Dec 2022 at 16:43, Stan Brown  wrote:

>
>
> A related feature I _would_ like to see is the ability to specify a date
> range within which no new transactions could be entered. I would use
> that to prevent myself from unintentionally changing transactions from
> prior years. The existing mechanism, where the only form of date range
> is N days before today, doesn't seem very helpful to me, since I have to
> change the value of N every day.


That would achieve what I want. If while inputting transactions in March I
could set minimum date 1/3/2022 and max date 31/3/2022, that would achieve
what I wanted. The default date of today would not be accepted.


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


Dave
-- 
Dr. David Kirkby,
Kirkby Microwave Ltd,
drkir...@kirkbymicrowave.co.uk
https://www.kirkbymicrowave.co.uk/
Telephone 01621-680100./ +44 1621 680100

Registered in England & Wales, company number 08914892.
Registered office:
Stokes Hall Lodge, Burnham Rd, Althorne, Chelmsford, Essex, CM3 6DT, United
Kingdom
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Re: [GNC] Feature request - prevent a transaction with todays date

[Steve Butler]

If I paid today and enter the transaction today it should have today's date
on it.

Especially if paid with cash.  If I wrote a check I must be ready for them
to go immediately to the bank and cash it

On Tue, Dec 27, 2022, 10:52 Michael or Penny Novack <
stepbystepf...@comcast.net> wrote:

>
>
> > If you create a bill, then entering multiple items then defaults to the
> > original date. However, once posted, the next thing to do is pay it. The
> > payment date defaults to the current date.
>
> Just pointing out again, but accounting (and gnucash) not a "real tine"
> activity. The CORRECT date to use for entering payment of a bill is when
> you made legal payment of it. Not when you got around to entering the
> transaction. The "current date" (date at the time you entered the
> transaction isn't relevant to anything, or should not be.
>
> If this seems to be persnickety, image that there are discounts for on
> time payments or late fees for late payments.
>
>
> Michael D Novack
>
>
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Re: [GNC] Feature request - prevent a transaction with todays date

[Michael or Penny Novack]

If you create a bill, then entering multiple items then defaults to the
original date. However, once posted, the next thing to do is pay it. The
payment date defaults to the current date.


Just pointing out again, but accounting (and gnucash) not a "real tine" 
activity. The CORRECT date to use for entering payment of a bill is when 
you made legal payment of it. Not when you got around to entering the 
transaction. The "current date" (date at the time you entered the 
transaction isn't relevant to anything, or should not be.


If this seems to be persnickety, image that there are discounts for on 
time payments or late fees for late payments.



Michael D Novack


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Re: [GNC] Feature request - prevent a transaction with todays date

[David Carlson]

Stan, I did forget to include the same session reference, that is a good
point.  I think it has worked that way since much further back than
2.6.19!!!

David Kirby appears to be complaining about the behavior of some business
features which seem to not be following that same general behavior.  I
think that would be a valid concern.  I don't use those features so I
cannot discuss them intelligently.  I will say that if they behave
differently for a specific reason, maybe those features need some
additional setting.

On Tue, Dec 27, 2022 at 10:44 AM Stan Brown 
wrote:

> On 2022-12-26 16:27, David Carlson wrote:
> > When entering more than one transaction in a session,  new transactions
> > default to the same date last used, so the existing shortcuts metioned
> in a
> > previous comment often work.
>
> I think that should be "new transactions default to the same date last
> used _in_the_same_register_ in that session." At least that's been my
> experience with 2.6.19, though it could have changed in later GC versions.
>
> > If it happens that you are editing multiple historical transactions,
> they> are likely close together as well.
>
> And there is also the option to run a Ctrl+F query, then make any needed
> edits right in the results register. That's a "live" register like any
> other, not a static read-only view into the database.
>
> > If I had that sort of switch,  I would be forgetting to reset it when
> done.
>
> I agree wholeheartedly. Such an "switch" sounds to me like a classic
> case of bloating the product with a feature of _very_ limited
> applicability.
>
> A related feature I _would_ like to see is the ability to specify a date
> range within which no new transactions could be entered. I would use
> that to prevent myself from unintentionally changing transactions from
> prior years. The existing mechanism, where the only form of date range
> is N days before today, doesn't seem very helpful to me, since I have to
> change the value of N every day.
>
> Stan Brown
> Tehachapi, CA, USA
> https://BrownMath.com
> ___
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-- 
David Carlson
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Re: [GNC] Feature request - prevent a transaction with todays date

[Christopher Lam]

On Tue, 27 Dec 2022, 8:44 pm Stan Brown,  wrote:

>
>
> A related feature I _would_ like to see is the ability to specify a date
> range within which no new transactions could be entered. I would use
> that to prevent myself from unintentionally changing transactions from
> prior years. The existing mechanism, where the only form of date range
> is N days before today, doesn't seem very helpful to me, since I have to
> change the value of N every day.
>

Among this discussion, this is one feature request that looks interesting:
if the user inputs a transaction dated *before* the last reconciliation
date, there could/should be a warning that the user should reconsider the
date, because the new transaction would likely affect the previous
reconciliations. Any thoughts from long term users?


>
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Re: [GNC] Feature request - prevent a transaction with todays date

[Stan Brown]

On 2022-12-26 16:27, David Carlson wrote:
> When entering more than one transaction in a session,  new transactions
> default to the same date last used, so the existing shortcuts metioned in a
> previous comment often work.

I think that should be "new transactions default to the same date last
used _in_the_same_register_ in that session." At least that's been my
experience with 2.6.19, though it could have changed in later GC versions.

> If it happens that you are editing multiple historical transactions,  they> 
> are likely close together as well.

And there is also the option to run a Ctrl+F query, then make any needed
edits right in the results register. That's a "live" register like any
other, not a static read-only view into the database.

> If I had that sort of switch,  I would be forgetting to reset it when done.

I agree wholeheartedly. Such an "switch" sounds to me like a classic
case of bloating the product with a feature of _very_ limited applicability.

A related feature I _would_ like to see is the ability to specify a date
range within which no new transactions could be entered. I would use
that to prevent myself from unintentionally changing transactions from
prior years. The existing mechanism, where the only form of date range
is N days before today, doesn't seem very helpful to me, since I have to
change the value of N every day.

Stan Brown
Tehachapi, CA, USA
https://BrownMath.com
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Re: [GNC] Feature request - prevent a transaction with todays date

[David T. via gnucash-user]

Dr. Kirkby,

While I understand the requirements for not editing existing transactions, I'll 
note that in your initial post, you mentioned going back to a backup and 
re-entering the transaction. Not to put too much of an emphasis here, but how 
does editing the date differ from opening a backup and re-entering the 
transaction? 

⁣David T. ​

On Dec 27, 2022, 3:07 AM, at 3:07 AM, "Dr. David Kirkby" 
 wrote:
>On Mon, 26 Dec 2022 at 19:22, William Prescott 
>wrote:
>
>> Your post puzzles me.
>>
>> > I am trying to enter some transactions from March. Every now and
>again I
>> > forget to change the date on something, so I get today’s date. Then
>I
>> have
>> > to go back to a backup file.
>>
>>
>> Why? Can't you just edit the date on the transaction and change it.
>
>
>I thought one wasn’t supposed to do that - at least in formula
>accounting.
>
>>
>>
>> > It would be nice when entering historical
>> > transactions if it was impossible to use todays date - one is
>forced to
>> > change the date is something in preferences prevented todays date
>being
>> > used.
>>
>> I must be missing something. Not being able to use today's day would
>make
>> it impossible to enter transactions on the day they occurred. Are you
>> asking for some switch that could be set before entering historical
>> transactions? It seems like a cumbersome solution to a non-problem.
>
>
>Yes, a switch for entering historical transactions.
>
>>
>> Will
>
>
>Dave
>-- 
>Dr. David Kirkby,
>Kirkby Microwave Ltd,
>drkir...@kirkbymicrowave.co.uk
>https://www.kirkbymicrowave.co.uk/
>Telephone 01621-680100./ +44 1621 680100
>
>Registered in England & Wales, company number 08914892.
>Registered office:
>Stokes Hall Lodge, Burnham Rd, Althorne, Chelmsford, Essex, CM3 6DT,
>United
>Kingdom
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Re: [GNC] Feature request - prevent a transaction with todays date

[David Carlson]

I admit that I do not use business features.   I don't know how they work.

On Mon, Dec 26, 2022, 11:51 PM Dr. David Kirkby <
drkir...@kirkbymicrowave.co.uk> wrote:

> On Tue, 27 Dec 2022 at 00:27, David Carlson 
> wrote:
>
>> When entering more than one transaction in a session,  new transactions
>> default to the same date last used, so the existing shortcuts metioned in a
>> previous comment often work.
>>
>
> If you create a bill, then entering multiple items then defaults to the
> original date. However, once posted, the next thing to do is pay it. The
> payment date defaults to the current date.
>
>>
>> If it happens that you are editing multiple historical transactions,
>> they are likely close together as well.
>>
>
> Yes they are, but after posting a bill or invoice, it’s easy to pay it 6
> months later by mistake.
>
>
>> If I had that sort of switch,  I would be forgetting to reset it when
>> done.
>>
>
> It would only need a window that pops up and says “You have configured
> GnuCash not enter todays date. Change that by selecting Preferences…”
>
> Dave
> --
> Dr. David Kirkby,
> Kirkby Microwave Ltd,
> drkir...@kirkbymicrowave.co.uk
> https://www.kirkbymicrowave.co.uk/
> Telephone 01621-680100./ +44 1621 680100
>
> Registered in England & Wales, company number 08914892.
> Registered office:
> Stokes Hall Lodge, Burnham Rd, Althorne, Chelmsford, Essex, CM3 6DT,
> United Kingdom
>
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Re: [GNC] Feature request - prevent a transaction with todays date

[Dr. David Kirkby]

On Tue, 27 Dec 2022 at 00:27, David Carlson 
wrote:

> When entering more than one transaction in a session,  new transactions
> default to the same date last used, so the existing shortcuts metioned in a
> previous comment often work.
>

If you create a bill, then entering multiple items then defaults to the
original date. However, once posted, the next thing to do is pay it. The
payment date defaults to the current date.

>
> If it happens that you are editing multiple historical transactions,  they
> are likely close together as well.
>

Yes they are, but after posting a bill or invoice, it’s easy to pay it 6
months later by mistake.


> If I had that sort of switch,  I would be forgetting to reset it when
> done.
>

It would only need a window that pops up and says “You have configured
GnuCash not enter todays date. Change that by selecting Preferences…”

Dave
-- 
Dr. David Kirkby,
Kirkby Microwave Ltd,
drkir...@kirkbymicrowave.co.uk
https://www.kirkbymicrowave.co.uk/
Telephone 01621-680100./ +44 1621 680100

Registered in England & Wales, company number 08914892.
Registered office:
Stokes Hall Lodge, Burnham Rd, Althorne, Chelmsford, Essex, CM3 6DT, United
Kingdom
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Re: [GNC] Feature request - prevent a transaction with todays date

[David Carlson]

When entering more than one transaction in a session,  new transactions
default to the same date last used, so the existing shortcuts metioned in a
previous comment often work.

If it happens that you are editing multiple historical transactions,  they
are likely close together as well.

If I had that sort of switch,  I would be forgetting to reset it when done.



On Mon, Dec 26, 2022, 6:07 PM Dr. David Kirkby <
drkir...@kirkbymicrowave.co.uk> wrote:

> On Mon, 26 Dec 2022 at 19:22, William Prescott 
> wrote:
>
> > Your post puzzles me.
> >
> > > I am trying to enter some transactions from March. Every now and again
> I
> > > forget to change the date on something, so I get today’s date. Then I
> > have
> > > to go back to a backup file.
> >
> >
> > Why? Can't you just edit the date on the transaction and change it.
>
>
> I thought one wasn’t supposed to do that - at least in formula accounting.
>
> >
> >
> > > It would be nice when entering historical
> > > transactions if it was impossible to use todays date - one is forced to
> > > change the date is something in preferences prevented todays date being
> > > used.
> >
> > I must be missing something. Not being able to use today's day would make
> > it impossible to enter transactions on the day they occurred. Are you
> > asking for some switch that could be set before entering historical
> > transactions? It seems like a cumbersome solution to a non-problem.
>
>
> Yes, a switch for entering historical transactions.
>
> >
> > Will
>
>
> Dave
> --
> Dr. David Kirkby,
> Kirkby Microwave Ltd,
> drkir...@kirkbymicrowave.co.uk
> https://www.kirkbymicrowave.co.uk/
> Telephone 01621-680100./ +44 1621 680100
>
> Registered in England & Wales, company number 08914892.
> Registered office:
> Stokes Hall Lodge, Burnham Rd, Althorne, Chelmsford, Essex, CM3 6DT, United
> Kingdom
> ___
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Re: [GNC] Feature request - prevent a transaction with todays date

[Gyle McCollam]

William,
Once you change the date in a register it will remain at that date until you 
change to another date.  If you have to enter old transactions in many 
accounts, you could change the system date and restart GNC.  That way "today's 
" date would be your system date.  No changes need to be made to GNC.


Thank You,

Gyle McCollam

Gyle McCollam

gmccol...@live.com<mailto:gmccol...@gyleshomes.com>   email


From: gnucash-user  on 
behalf of Dr. David Kirkby 
Sent: Monday, December 26, 2022 7:06 PM
To: William Prescott 
Cc: GnuCash Users 
Subject: Re: [GNC] Feature request - prevent a transaction with todays date

On Mon, 26 Dec 2022 at 19:22, William Prescott 
wrote:

> Your post puzzles me.
>
> > I am trying to enter some transactions from March. Every now and again I
> > forget to change the date on something, so I get today’s date. Then I
> have
> > to go back to a backup file.
>
>
> Why? Can't you just edit the date on the transaction and change it.


I thought one wasn’t supposed to do that - at least in formula accounting.

>
>
> > It would be nice when entering historical
> > transactions if it was impossible to use todays date - one is forced to
> > change the date is something in preferences prevented todays date being
> > used.
>
> I must be missing something. Not being able to use today's day would make
> it impossible to enter transactions on the day they occurred. Are you
> asking for some switch that could be set before entering historical
> transactions? It seems like a cumbersome solution to a non-problem.


Yes, a switch for entering historical transactions.

>
> Will


Dave
--
Dr. David Kirkby,
Kirkby Microwave Ltd,
drkir...@kirkbymicrowave.co.uk
https://www.kirkbymicrowave.co.uk/
Telephone 01621-680100./ +44 1621 680100

Registered in England & Wales, company number 08914892.
Registered office:
Stokes Hall Lodge, Burnham Rd, Althorne, Chelmsford, Essex, CM3 6DT, United
Kingdom
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Re: [GNC] Feature request - prevent a transaction with todays date

[Dr. David Kirkby]

On Mon, 26 Dec 2022 at 19:22, William Prescott 
wrote:

> Your post puzzles me.
>
> > I am trying to enter some transactions from March. Every now and again I
> > forget to change the date on something, so I get today’s date. Then I
> have
> > to go back to a backup file.
>
>
> Why? Can't you just edit the date on the transaction and change it.


I thought one wasn’t supposed to do that - at least in formula accounting.

>
>
> > It would be nice when entering historical
> > transactions if it was impossible to use todays date - one is forced to
> > change the date is something in preferences prevented todays date being
> > used.
>
> I must be missing something. Not being able to use today's day would make
> it impossible to enter transactions on the day they occurred. Are you
> asking for some switch that could be set before entering historical
> transactions? It seems like a cumbersome solution to a non-problem.


Yes, a switch for entering historical transactions.

>
> Will


Dave
-- 
Dr. David Kirkby,
Kirkby Microwave Ltd,
drkir...@kirkbymicrowave.co.uk
https://www.kirkbymicrowave.co.uk/
Telephone 01621-680100./ +44 1621 680100

Registered in England & Wales, company number 08914892.
Registered office:
Stokes Hall Lodge, Burnham Rd, Althorne, Chelmsford, Essex, CM3 6DT, United
Kingdom
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Re: [GNC] Feature request - prevent a transaction with todays date

[William Prescott]

Your post puzzles me. 

> I am trying to enter some transactions from March. Every now and again I
> forget to change the date on something, so I get today’s date. Then I have
> to go back to a backup file.


Why? Can't you just edit the date on the transaction and change it.

> It would be nice when entering historical
> transactions if it was impossible to use todays date - one is forced to
> change the date is something in preferences prevented todays date being
> used.

I must be missing something. Not being able to use today's day would make it 
impossible to enter transactions on the day they occurred. Are you asking for 
some switch that could be set before entering historical transactions? It seems 
like a cumbersome solution to a non-problem.

Will

Dr. William H. Prescott
México


On Dec 26, 2022, at 12:47, Dr. David Kirkby  
wrote:

I am trying to enter some transactions from March. Every now and again I
forget to change the date on something, so I get today’s date. Then I have
to go back to a backup file. It would be nice when entering historical
transactions if it was impossible to use todays date - one is forced to
change the date is something in preferences prevented todays date being
used. --
Dr. David Kirkby,
Kirkby Microwave Ltd,
drkir...@kirkbymicrowave.co.uk
https://www.kirkbymicrowave.co.uk/
Telephone 01621-680100./ +44 1621 680100

Registered in England & Wales, company number 08914892.
Registered office:
Stokes Hall Lodge, Burnham Rd, Althorne, Chelmsford, Essex, CM3 6DT, United
Kingdom
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Re: [GNC] Feature request - prevent a transaction with todays date

[Ken Farley]

"Go to a backup file" Why? You know you can change the date on a 
transaction after it has been entered, right? You can use the "+" and 
"-" keys to move up and down as many days as you want. The transactions 
are not permanently entered and unalterable.


About 90% or more of the transactions I enter are "today" transaction - 
payments, purchases, deposits, withdrawals, charges, etc. Not having the 
date default to today would be annoying.


If I enter a transaction and it's supposed to have been in the past, oh 
well it's at the very end of the register, the register opens up to it. 
I can just fix the date to move it to the proper region of the register. 
If I accidentally enter a transaction with a past date, it disappears to 
the past I'll only notice it if this happens to be an account I 
reconcile...maybe.

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[GNC] Feature request - prevent a transaction with todays date

[Dr. David Kirkby]

I am trying to enter some transactions from March. Every now and again I
forget to change the date on something, so I get today’s date. Then I have
to go back to a backup file. It would be nice when entering historical
transactions if it was impossible to use todays date - one is forced to
change the date is something in preferences prevented todays date being
used. --
Dr. David Kirkby,
Kirkby Microwave Ltd,
drkir...@kirkbymicrowave.co.uk
https://www.kirkbymicrowave.co.uk/
Telephone 01621-680100./ +44 1621 680100

Registered in England & Wales, company number 08914892.
Registered office:
Stokes Hall Lodge, Burnham Rd, Althorne, Chelmsford, Essex, CM3 6DT, United
Kingdom
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gnucash-user@gnucash.org
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https://lists.gnucash.org/mailman/listinfo/gnucash-user
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