[GNC-dev] Budgets (was Re: Training)

2018-08-13 Thread Adrien Monteleone
{from gnucash-devel since this is more user stuff than dev related} David, After creating a budget, have you not tried the Budget Report? That can show you actual vs. budgeted by period with variance and include yearly totals. The report also now lets you choose what periods you want to show

Re: [GNC-dev] Training

2018-08-13 Thread Christopher Lam
It's customary here to keep discussions public. I don't use the budgets feature at all and cannot help sorry. My preference is to implement envelope budgeting, and the inbuilt budget is not envelope budgeting at all. On Tue, 14 Aug 2018, 00:08 David Tinoco wrote: > Hi Christopher, > > Thanks

Re: [GNC-dev] New balsheet (and P report), API considerations, and (slow?) KVP in Account.cpp

2018-08-13 Thread John Ralls
So I see. Even though I carefully put them at the end. Fortunately Chris should have gotten a direct copy without Mailman’s interference. Regards, John Ralls > On Aug 13, 2018, at 8:33 AM, Adrien Monteleone > wrote: > > John, > > Mailman was hungry. It ate your screenshots. > > Regards,

Re: [GNC-dev] New balsheet (and P report), API considerations, and (slow?) KVP in Account.cpp

2018-08-13 Thread Adrien Monteleone
John, Mailman was hungry. It ate your screenshots. Regards, Adrien > > > Chris, > > To demonstrate the price difference on assets creating an “Unrealized Gain” > line, I created a fake account with Trading Accounts off and purchased on 1 > January 100 shares of a stock for $100, then

Re: [GNC-dev] New balsheet (and P report), API considerations, and (slow?) KVP in Account.cpp

2018-08-13 Thread John Ralls
> On Aug 12, 2018, at 10:04 PM, Christopher Lam > wrote: > > Hi Jralls > > So just wish to double check my understanding of gnucash's data format for a > balance-sheet on date X > > There are two possibilities for displaying the right-hand-side > > Liabilities + Equity + Retained Earnings

Re: [GNC-dev] New balsheet (and P report), API considerations, and (slow?) KVP in Account.cpp

2018-08-13 Thread Adrien Monteleone
Sorry John, I forgot that GnuCash used the same term for the calculated amount. Yet another case where my fingers need to slow down and let my brain ponder things. Regards, Adrien > On Aug 13, 2018, at 9:08 AM, John Ralls wrote: > > Adrien, > > Yes, that’s formally correct. As I’ve said

Re: [GNC-dev] New balsheet (and P report), API considerations, and (slow?) KVP in Account.cpp

2018-08-13 Thread John Ralls
Adrien, Yes, that’s formally correct. As I’ve said repeatedly in this thread, GnuCash has long had a design feature that one can get a balanced Balance Sheet report without closing one’s book. The Balance Sheet report does that by summing up the expense and income accounts’ balances and

[GNC-dev] Problem with Customer.ApplyPayment

2018-08-13 Thread Gerhard Kotze
Hello, I'm using the Python bindings to import payments into Gnucash. The following code used to work transaction = invoice.GetPostedTxn() customer = invoice.GetOwner() posted_acc = invoice.GetPostedAcc() xfer_acc = root.lookup_by_name('Checking Account') amount =

Re: [GNC-dev] Bug 796778 Feature Request Multiple Selection in Import- matcher

2018-08-13 Thread Geert Janssens
David Cousens schreef op 12 augustus 2018 23:53:09 CEST: > The barrier up to now has always been >finding my way round the code base but I found a program called >SourceTrail which is great for locating all the places a particular >variable structure or function is used. making tracking down