Re: New Entities

[Liz]

On Tue, 6 Feb 2018 20:06:35 -0600
David Carlson  wrote:

> Matt,
> 
> You bring up a good point.  I have seen a suggestion somewhere to use
> virtual machines to sandbox GnuCash files and keep them isolated from
> each other.
> 
> I think that is Overkill but it works.
> 
> I occasionally open two files simultaneously if I want to copy a
> transaction from one file to another.
> 
> David C

I will have all four books (data files) I have created open at once,
neatly placed on a desktop. I think I'm reading that this isn't
possible in Windows.
I also have 5 Gnucash menu items - the one the distro puts in, and the
four that open my books directly.

I do have the household and my personal finances in a single book.
There are no legal reasons to separate them. The other businesses and
trusts have their own files as they all do separate taxes.

Liz
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Re: New Entities

[Rick Copple]

On 02/06/2018 08:25 PM, Adrien Monteleone wrote:

When you want to switch from one entity’s file to the other, simply open the 
File menu, look near the bottom and you’ll see a list of recently used Gnucash 
files. One will be the file you want to open. Click it. Gnucash will open that 
file, closing the one you were working in.


I have four different files I open, one of the every day. Different 
businesses.


What I do is a bit more work to set up, but is easy to navigate, as long 
as you remember the key combinations. ;)


I create keyboard shortcuts in my Lubuntu system with: gnucash 
"/home/rick/Documents/CCS/GNU Accounting/sqlitedb/CCS.gnucash" - set as 
an executable in my openbox file, in this case: 
/home/rick/.config/openbox/lubuntu-rc.xml using the key combo: 
Ctrl-Shift-H. I've likewise created something similar for the other 
three files, plus one with simply: gnucash --nofile for when I want to 
open up a blank copy of the program.


Then to switch, all I have to do is to close one file and hit the key 
combo to open up the other file. I know such key combos are easy to set 
up in Windows as well. Your on your own for other systems. :)


--
Rick Copple

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Re: New Entities

[Adrien Monteleone]

Roger,

I presume you already have the first entity at least partially setup and have 
started entering transactions.

Go to File menu and see if ’Save’ is an option or if it is ‘grayed out’.

If an active option, go ahead and save your work. If it’s grayed out, no need 
to do anything, as any changes you’ve made have already been saved.

Now, go to File > New File

This will bring back the new file wizard to walk you through setting up entity 
#2.

When you’ve finished that and found yourself at the Chart of Accounts, save the 
file, this time to whatever location you want to store entity 2’s financial 
data. (the two files do NOT have to live in the same folder - that’s up to you)

When you want to switch from one entity’s file to the other, simply open the 
File menu, look near the bottom and you’ll see a list of recently used Gnucash 
files. One will be the file you want to open. Click it. Gnucash will open that 
file, closing the one you were working in.

When you want to switch back, repeat that last step, just choose the other file 
name. (for entity #1 in this case)


Regards,
Adrien

> On Feb 6, 2018, at 8:12 PM, Roger Hatton <rogh...@gmail.com> wrote:
> 
> Re separate ledgers (books?) for new entities would
> you be kind enough to show the menu steps (being new
> and somewhat fearful of mixing new entity data with existing
> entity data).
> 
> Gratefully, Roger H
> 
> On Wed, Feb 7, 2018 at 11:56 AM, <gnucash-user-requ...@gnucash.org> wrote:
> 
>> Send gnucash-user mailing list submissions to
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>> When replying, please edit your Subject line so it is more specific
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>> 
>> Today's Topics:
>> 
>>   1. RE: Copying transactions from an account to the general
>>  ledger (Mike Donovan)
>>   2. New Entities (Roger Hatton)
>>   3. Re: Copying transactions from an account to the general
>>  ledger (Mike or Penny Novack)
>>   4. Re: Changing GTK theme or UI Font on macOS (John Ralls)
>>   5. Re: New Entities (John Ralls)
>>   6. Re: New Entities (Adrien Monteleone)
>>   7. Re: Changing GTK theme or UI Font on macOS (Adrien Monteleone)
>>   8. Re: New Entities (David Carlson)
>>   9. Re: New Entities (Adrien Monteleone)
>>  10. Re: New Entities (Matt Graham)
>>  11. Re: New Entities (David Carlson)
>> 
>> 
>> --
>> 
>> Message: 1
>> Date: Tue, 6 Feb 2018 16:40:49 -0500
>> From: Mike Donovan <donovan.michae...@gmail.com>
>> To: Adrien Monteleone <adrien.montele...@gmail.com>,  gnucash-user
>><gnucash-user@gnucash.org>
>> Subject: RE: Copying transactions from an account to the general
>>ledger
>> Message-ID: <5a7a20e1.c7a8370a.fd3ea.8...@mx.google.com>
>> Content-Type: text/plain; charset="utf-8"
>> 
>> Adrien:
>> 
>> Thanks again. Geert?s recommendation regarding the filter solved my
>> problem.
>> 
>> Regards,
>> Mike
>> 
>> Sent from Mail for Windows 10
>> 
>> From: Adrien Monteleone
>> Sent: Tuesday, February 6, 2018 3:43 PM
>> To: gnucash-user
>> Subject: Re: Copying transactions from an account to the general ledger
>> 
>> Mike,
>> 
>> See the replies by Geert and John.
>> 
>> The GL by default only shows the last 30 days of transactions. If the
>> transactions you entered previously were dated more than 30 days ago, you
>> won?t see them. Turn off the default filter first as they mentioned.
>> 
>> As John noted, be wary of entering directly in the GL. You CAN do so, but
>> it?s not necessarily the best practice. Unlike other registers, it is not
>> an account, merely a view of all accounts. Entering from another register,
>> you can default to a split containing the account you are in holding the
>> balance. The GL has no such option since it isn?t an account, you?ll have
>> to be careful to enter both debit and credit lines before entering out of
>> the transaction or you?ll have a mess of unbalanced entries to clean up.
>> 
>> For example, if I?m entering an expense paid with cash, I open the cash
>> account register, enter my debit 

Re: New Entities

[Adrien Monteleone]

Matt,

There might be a use case for it, but as I mentioned, it’s just too darned easy 
already to switch between books. With the example of the club book I manage, I 
have to sometimes record my own expenses in my personal books, and then in the 
club books as a contribution in-kind. The workflow is simple enough to click 
File > filename.gnucash at the bottom of the list, enter the transaction again 
from the club’s perspective and then switch back. If I really had a more 
difficult task, I’d attempt an export/import scenario. (waiting till 3.0 anyway 
on that count since the present importer doesn’t like Gnucash’s own exports 
much)

It’s probably best to leave this as-is.

The use case with a greater need (which is still a long way off) is multiple 
users editing the same file in a network environment.

Regards,
Adrien

> On Feb 6, 2018, at 7:53 PM, Matt Graham <matt_graham2...@hotmail.com> wrote:
> 
> The only other thing to add - this all presumes that you need separation. 
> Probably do for your businesses (tax and legal reasons - I have no idea), but 
> don't forget that GNUCash reports are very flexible - you choose the accounts 
> you want included.
> 
> I don't use the business features though - I'm not sure whether they would be 
> as flexible.
> 
> You could have two different root accounts for each business (each with their 
> own assets, expenses, liabilities, and income sub accounts) and go from there.
> 
> I'm sure I just gave a few accountants on this list a heart attack...
> 
> Ultimately, as others have said, opening different files for each business is 
> probably a better way to go.
> 
> David/Adrian/John - is opening multiple windows a feature we should be 
> putting into bugzilla for eventual incorporation? I'm getting the impression 
> that V3.0 onwards will be much easier to fix up stuff like this.
> 
> Thanks and regards,
> Matt
> 
> 
>  Original message 
> From: Roger Hatton <rogh...@gmail.com>
> Date: 7/2/18 08:58 (GMT+10:00)
> To: gnucash-user@gnucash.org
> Subject: New Entities
> 
> Does GNU Cash support more than one entity?
> In other words separate ledgers for separate business names?
> Using the one single downloaded GNU Cash system?
> Process advice appreciated.
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Re: New Entities

[Adrien Monteleone]

I’m well aware of that method. It just doesn’t produce that result for me on a 
Mac. I still only get one file open at a time. I had to resort to cli to force 
it. Note, this is just for Gnucash. Other apps let me open more than one file 
with the double click method. (and for the record, I use all three OSes 
throughout my day)

I never experienced it on Linux because when I was running Gnucash on Linux I 
only had one file to manage.

I also don’t generally double click my Gnucash file to open it for two reasons:

1 - both files I manage are buried in their own file tree deep enough to be a 
pain to navigate to for the purpose. (great system for filing, not so great for 
frequently used files)
2 - I also happen to keep Gnucash open 24/7 and only close it when testing 
something or updating. If I need to switch files, I just use the quick list at 
the bottom of the File menu. This is probably also a consequence of my heavy 
use of permanent workspaces for certain apps. I don’t know if Windows ever got 
around to implementing that idea (I don’t see it in Win7) but I use it 
extensively on Linux as well.

I mentioned this workflow previously because of how convenient it is. But if it 
also results in auto-closing one book first so I never encounter this issue - 
all the better.


> On Feb 6, 2018, at 7:56 PM, David Carlson  wrote:
> 
> It is OS specific.  You Apple users don't know that ,Windoze and Linux and 
> certain other OSes allow the user to open a data file with it's preferred 
> program simply by double clicking the data file icon.
> 
> Makes it easy to get the right one when there are lots of files with similar 
> names. :-)
> 
> David C
> 
> On Feb 6, 2018 7:45 PM, "Adrien Monteleone"  
> wrote:
> The only way I’ve found to do this is from the command line. While certainly 
> possible, the normal methods, including the File > Open method I described in 
> this thread should not allow opening two files at once. I can’t seem to get 
> it to do so otherwise. I don’t suspect a new user will be launching via cli. 
> Or maybe this is OS specific?
> 
> But the caution is noted. Thanks.
> 
> Regards,
> Adrien
> 
> > On Feb 6, 2018, at 6:21 PM, David Carlson  
> > wrote:
> >
> > Actually, more than one file can be opened simultaneously, but certain 
> > settings that apply to the program environment on the computer can be lost 
> > if they are changed while editing one file then it is not the last file 
> > closed.
> >
> > It is better not to open more than one file at a time.
> >
> > David C
> >
> > On Tue, Feb 6, 2018 at 4:31 PM, Adrien Monteleone 
> >  wrote:
> > Roger,
> >
> > Yes.
> >
> > Just start a new GnuCash book file for the new entity. Create its account 
> > structure as you wish. Save the file. (probably using the name of each 
> > entity helps)
> >
> > Only one file at a time is allowed to be open. (the same holds for 
> > Quickbooks incidentally)
> >
> > Open the file corresponding to the entity you want to work on, do your 
> > work, save, then open a different book and so on.
> >
> > I have one book to manage my personal finances, and another to manage a 
> > club I belong to. Switching is as easy as File > Open. I have auto-save 
> > turned on, and I leave GnuCash open 24/7, so generally I don’t even have to 
> > save my work first unless it’s a real quick switch.
> >
> > Regards,
> > Adrien
> >
> > > On Feb 6, 2018, at 3:57 PM, Roger Hatton  wrote:
> > >
> > > Does GNU Cash support more than one entity?
> > > In other words separate ledgers for separate business names?
> > > Using the one single downloaded GNU Cash system?
> > > Process advice appreciated.
> > > ___
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Re: New Entities

[David Carlson]

Matt,

You bring up a good point.  I have seen a suggestion somewhere to use
virtual machines to sandbox GnuCash files and keep them isolated from each
other.

I think that is Overkill but it works.

I occasionally open two files simultaneously if I want to copy a
transaction from one file to another.

David C


On Feb 6, 2018 7:56 PM, "Matt Graham" <matt_graham2...@hotmail.com> wrote:

> The only other thing to add - this all presumes that you need separation.
> Probably do for your businesses (tax and legal reasons - I have no idea),
> but don't forget that GNUCash reports are very flexible - you choose the
> accounts you want included.
>
> I don't use the business features though - I'm not sure whether they would
> be as flexible.
>
> You could have two different root accounts for each business (each with
> their own assets, expenses, liabilities, and income sub accounts) and go
> from there.
>
> I'm sure I just gave a few accountants on this list a heart attack...
>
> Ultimately, as others have said, opening different files for each business
> is probably a better way to go.
>
> David/Adrian/John - is opening multiple windows a feature we should be
> putting into bugzilla for eventual incorporation? I'm getting the
> impression that V3.0 onwards will be much easier to fix up stuff like this.
>
> Thanks and regards,
> Matt
>
>
>  Original message 
> From: Roger Hatton <rogh...@gmail.com>
> Date: 7/2/18 08:58 (GMT+10:00)
> To: gnucash-user@gnucash.org
> Subject: New Entities
>
> Does GNU Cash support more than one entity?
> In other words separate ledgers for separate business names?
> Using the one single downloaded GNU Cash system?
> Process advice appreciated.
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Re: New Entities

[David Carlson]

It is OS specific.  You Apple users don't know that ,Windoze and Linux and
certain other OSes allow the user to open a data file with it's preferred
program simply by double clicking the data file icon.

Makes it easy to get the right one when there are lots of files with
similar names. :-)

David C

On Feb 6, 2018 7:45 PM, "Adrien Monteleone" 
wrote:

> The only way I’ve found to do this is from the command line. While
> certainly possible, the normal methods, including the File > Open method I
> described in this thread should not allow opening two files at once. I
> can’t seem to get it to do so otherwise. I don’t suspect a new user will be
> launching via cli. Or maybe this is OS specific?
>
> But the caution is noted. Thanks.
>
> Regards,
> Adrien
>
> > On Feb 6, 2018, at 6:21 PM, David Carlson 
> wrote:
> >
> > Actually, more than one file can be opened simultaneously, but certain
> settings that apply to the program environment on the computer can be lost
> if they are changed while editing one file then it is not the last file
> closed.
> >
> > It is better not to open more than one file at a time.
> >
> > David C
> >
> > On Tue, Feb 6, 2018 at 4:31 PM, Adrien Monteleone <
> adrien.montele...@gmail.com> wrote:
> > Roger,
> >
> > Yes.
> >
> > Just start a new GnuCash book file for the new entity. Create its
> account structure as you wish. Save the file. (probably using the name of
> each entity helps)
> >
> > Only one file at a time is allowed to be open. (the same holds for
> Quickbooks incidentally)
> >
> > Open the file corresponding to the entity you want to work on, do your
> work, save, then open a different book and so on.
> >
> > I have one book to manage my personal finances, and another to manage a
> club I belong to. Switching is as easy as File > Open. I have auto-save
> turned on, and I leave GnuCash open 24/7, so generally I don’t even have to
> save my work first unless it’s a real quick switch.
> >
> > Regards,
> > Adrien
> >
> > > On Feb 6, 2018, at 3:57 PM, Roger Hatton  wrote:
> > >
> > > Does GNU Cash support more than one entity?
> > > In other words separate ledgers for separate business names?
> > > Using the one single downloaded GNU Cash system?
> > > Process advice appreciated.
> > > ___
> > > gnucash-user mailing list
> > > gnucash-user@gnucash.org
> > > To update your subscription preferences or to unsubscribe:
> > > https://lists.gnucash.org/mailman/listinfo/gnucash-user
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> https://wiki.gnucash.org/wiki/Mailing_Lists for more information.
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Re: New Entities

[Matt Graham]

The only other thing to add - this all presumes that you need separation. 
Probably do for your businesses (tax and legal reasons - I have no idea), but 
don't forget that GNUCash reports are very flexible - you choose the accounts 
you want included.

I don't use the business features though - I'm not sure whether they would be 
as flexible.

You could have two different root accounts for each business (each with their 
own assets, expenses, liabilities, and income sub accounts) and go from there.

I'm sure I just gave a few accountants on this list a heart attack...

Ultimately, as others have said, opening different files for each business is 
probably a better way to go.

David/Adrian/John - is opening multiple windows a feature we should be putting 
into bugzilla for eventual incorporation? I'm getting the impression that V3.0 
onwards will be much easier to fix up stuff like this.

Thanks and regards,
Matt


 Original message 
From: Roger Hatton <rogh...@gmail.com>
Date: 7/2/18 08:58 (GMT+10:00)
To: gnucash-user@gnucash.org
Subject: New Entities

Does GNU Cash support more than one entity?
In other words separate ledgers for separate business names?
Using the one single downloaded GNU Cash system?
Process advice appreciated.
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Re: New Entities

[Adrien Monteleone]

The only way I’ve found to do this is from the command line. While certainly 
possible, the normal methods, including the File > Open method I described in 
this thread should not allow opening two files at once. I can’t seem to get it 
to do so otherwise. I don’t suspect a new user will be launching via cli. Or 
maybe this is OS specific?

But the caution is noted. Thanks.

Regards,
Adrien

> On Feb 6, 2018, at 6:21 PM, David Carlson  wrote:
> 
> Actually, more than one file can be opened simultaneously, but certain 
> settings that apply to the program environment on the computer can be lost if 
> they are changed while editing one file then it is not the last file closed.
> 
> It is better not to open more than one file at a time.
> 
> David C
> 
> On Tue, Feb 6, 2018 at 4:31 PM, Adrien Monteleone 
>  wrote:
> Roger,
> 
> Yes.
> 
> Just start a new GnuCash book file for the new entity. Create its account 
> structure as you wish. Save the file. (probably using the name of each entity 
> helps)
> 
> Only one file at a time is allowed to be open. (the same holds for Quickbooks 
> incidentally)
> 
> Open the file corresponding to the entity you want to work on, do your work, 
> save, then open a different book and so on.
> 
> I have one book to manage my personal finances, and another to manage a club 
> I belong to. Switching is as easy as File > Open. I have auto-save turned on, 
> and I leave GnuCash open 24/7, so generally I don’t even have to save my work 
> first unless it’s a real quick switch.
> 
> Regards,
> Adrien
> 
> > On Feb 6, 2018, at 3:57 PM, Roger Hatton  wrote:
> >
> > Does GNU Cash support more than one entity?
> > In other words separate ledgers for separate business names?
> > Using the one single downloaded GNU Cash system?
> > Process advice appreciated.
> > ___
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Re: New Entities

[David Carlson]

Actually, more than one file can be opened simultaneously, but certain
settings that apply to the program environment on the computer can be lost
if they are changed while editing one file then it is not the last file
closed.

It is better not to open more than one file at a time.

David C

On Tue, Feb 6, 2018 at 4:31 PM, Adrien Monteleone <
adrien.montele...@gmail.com> wrote:

> Roger,
>
> Yes.
>
> Just start a new GnuCash book file for the new entity. Create its account
> structure as you wish. Save the file. (probably using the name of each
> entity helps)
>
> Only one file at a time is allowed to be open. (the same holds for
> Quickbooks incidentally)
>
> Open the file corresponding to the entity you want to work on, do your
> work, save, then open a different book and so on.
>
> I have one book to manage my personal finances, and another to manage a
> club I belong to. Switching is as easy as File > Open. I have auto-save
> turned on, and I leave GnuCash open 24/7, so generally I don’t even have to
> save my work first unless it’s a real quick switch.
>
> Regards,
> Adrien
>
> > On Feb 6, 2018, at 3:57 PM, Roger Hatton  wrote:
> >
> > Does GNU Cash support more than one entity?
> > In other words separate ledgers for separate business names?
> > Using the one single downloaded GNU Cash system?
> > Process advice appreciated.
> > ___
> > gnucash-user mailing list
> > gnucash-user@gnucash.org
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Re: New Entities

[Adrien Monteleone]

Roger,

Yes.

Just start a new GnuCash book file for the new entity. Create its account 
structure as you wish. Save the file. (probably using the name of each entity 
helps)

Only one file at a time is allowed to be open. (the same holds for Quickbooks 
incidentally)

Open the file corresponding to the entity you want to work on, do your work, 
save, then open a different book and so on.

I have one book to manage my personal finances, and another to manage a club I 
belong to. Switching is as easy as File > Open. I have auto-save turned on, and 
I leave GnuCash open 24/7, so generally I don’t even have to save my work first 
unless it’s a real quick switch.

Regards,
Adrien

> On Feb 6, 2018, at 3:57 PM, Roger Hatton  wrote:
> 
> Does GNU Cash support more than one entity?
> In other words separate ledgers for separate business names?
> Using the one single downloaded GNU Cash system?
> Process advice appreciated.
> ___
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Re: New Entities

[John Ralls]

> On Feb 6, 2018, at 1:57 PM, Roger Hatton  wrote:
> 
> Does GNU Cash support more than one entity?
> In other words separate ledgers for separate business names?
> Using the one single downloaded GNU Cash system?
> Process advice appreciated.

You can have as many books as you like. Each one gets its own file or database.

Regards,
John Ralls

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New Entities

[Roger Hatton]

Does GNU Cash support more than one entity?
In other words separate ledgers for separate business names?
Using the one single downloaded GNU Cash system?
Process advice appreciated.
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