Re: [GNC] Porting the Tutorial & Concepts Guide to ReadTheDocs.org

Adrien, The wiki is currently an entry point for your Group 2 people to provide input and it is a route already in place to migrate documentation from the wiki to the formal docs. I am in the process of migrating the trading accounts documentation although what was in the wiki was not much more

[GNC] XML vs SQL data integrity question

This has probably been discussed here before but; I'm going ask anyway.  Which do most people find more reliable with GNC, SQL or the default XML?  And are there any features I would lose other than the rollback ability with SQL? I'm getting tired of having to track down account and report

Re: [GNC] Porting the Tutorial & Concepts Guide to ReadTheDocs.org

Yes, I admit, I’m guilty in many cases of long-winded explanations and examples rather than simply referencing the docs. I have done that a few times, especially where I recall a recent thread on the same subject. I think overall, referencing docs is preferable. I’ve found myself searching the

Re: [GNC] Budgeting

Let's run a budget report. Reports, Budget, Budget Report Edit, Report Options (or press Options button), General: Budget - Annual Budget, Accounts: Account Display Depth - 3, Account - Select all Expenses and Income accounts only, Display: Show column with Totals - Tick, Apply File, Export,

[GNC] Information flow; was: Porting the Tutorial & Concepts Guide to ReadTheDocs.org

Hi all, I think, most of this thread should have been written at other places: gnucash-devel, bugzilla, wiki. Because I am already on gnucash-de, gnucash-devel, ... I am scanning gnucash-user only for specific keywords. Am 07.05.20 um 02:19 schrieb Adrien Monteleone: > Is there no room for

Re: [GNC] Porting the Tutorial & Concepts Guide to ReadTheDocs.org

Adrien, Being a past member of group 1, I can vouch for the challenges that the current tool set presents. Some might even call me the poster child on how difficult it can be. It does meet numerous disparate needs, however. Your group 2 users can and do contribute-- to the wiki and the user

Re: [GNC] Budgeting

Before moving to budget reporting here are the notes using Creating a Budget - https://www.gnucash.org/docs/v3/C/gnucash-guide/budget_creation1.html Choose Which Accounts To Budget For - for cashflow, chose Expenses and Income Choosing a Budget Period - Annual budget, monthly periods, commencing

Re: [GNC] Why R in Reconcile

You are right!  My apologies.  Had to do a lot of fiddling to get all the columns to fit without expanding the window. Bruce Preach the Gospel wherever you go. If necessary, use words. On Wednesday, May 6, 2020, 5:07:29 PM MDT, Derek Atkins wrote: Try making the column wider.  That

Re: [GNC] Budgeting

It would be especially useful for a scenario like wanting to budget a percent change from that historical baseline. Adding an export/import facility for budgets, if not a direct copy/paste would preclude having to code such options into GnuCash. You could just export last year’s report, modify

[GNC] Budgeting

> On Wed May 6 13:33:24 EDT 2020 Adrien Monteleone wrote: > >> On May 6, 2020 w19d127, at 4:23 AM, flywire wrote: >> >> ... It would be really useful to be able to export as a csv, change it and import it back in. > > Are you referring to export/import of the budget? Yes. Exporting as a csv

Re: [GNC] Import matcher shortcomings, OFX realm (at least)

Ok agreed. There'd need to be a mechanism to skip individual split import as well. On Thu, 7 May 2020, 8:17 am Derek Atkins, wrote: > What if there are no matches? > Then the LHS won't be empty. > > -derek > Sent using my mobile device. Please excuse any typos. > On May 6, 2020 8:09:03 PM

Re: [GNC] Porting the Tutorial & Concepts Guide to ReadTheDocs.org

> On May 6, 2020 w19d127, at 5:53 PM, David Cousens > wrote: > > The existing tool chain meets more than the need for a single document. There > is translation into multiple languages, online versions, standalone pdf, > epub etc. The Read theDoc' format is certainly quite nice but to be a >

Re: [GNC] Import matcher shortcomings, OFX realm (at least)

What if there are no matches? Then the LHS won't be empty. -derek Sent using my mobile device. Please excuse any typos. On May 6, 2020 8:09:03 PM Christopher Lam wrote: Are you discussing qif or ofx. The main difficulty is qif code written 20 years ago and has not modernised. The multi to

Re: [GNC] gnucash-user Digest, Vol 206, Issue 26

I think that is actually an "n" but the column width is chopping it off and making it look like an "r". On 7/05/2020 8:35 am, gnucash-user-requ...@gnucash.org wrote: Subject: Re: [GNC] Why R in Reconcile From: Bruce Irving Date: 7/05/2020, 8:35 am To: Derek Atkins CC: Gnucash Users

Re: [GNC] Import matcher shortcomings, OFX realm (at least)

Are you discussing qif or ofx. The main difficulty is qif code written 20 years ago and has not modernised. The multi to multi issue will always be very difficult, hence I'd previously imagined a two pane register, qif/ofx on left, existing register on right, and drag and drop to marry up the

Re: [GNC] Why R in Reconcile

Try making the column wider. That looks like an 'n' that's being cut off. -derek Sent using my mobile device. Please excuse any typos. On May 6, 2020 7:05:51 PM Bruce Irving wrote: attached Bruce Preach the Gospel wherever you go. If necessary, use words. On Wednesday, May 6, 2020, 4:08:29

Re: [GNC] Why R in Reconcile

attached Bruce Preach the Gospel wherever you go. If necessary, use words. On Wednesday, May 6, 2020, 4:08:29 PM MDT, Derek Atkins wrote: HI, On Wed, May 6, 2020 5:57 pm, Bruce Irving via gnucash-user wrote: > I just finished reinstalling my OS.  In the process, I'm now on 3.10.I

Re: [GNC] Porting the Tutorial & Concepts Guide to ReadTheDocs.org

The existing tool chain meets more than the need for a single document. There is translation into multiple languages, online versions, standalone pdf, epub etc. The Read theDoc' format is certainly quite nice but to be a replacement candidate for the current tool stream it has to offer

Re: [GNC] Why R in Reconcile

HI, On Wed, May 6, 2020 5:57 pm, Bruce Irving via gnucash-user wrote: > I just finished reinstalling my OS.  In the process, I'm now on 3.10.I am > curious.  Why is the reconcile column filled with R?  It makes it more > difficult for me to see what has been cleared or reconciled. Can you show a

[GNC] Why R in Reconcile

I just finished reinstalling my OS.  In the process, I'm now on 3.10.I am curious.  Why is the reconcile column filled with R?  It makes it more difficult for me to see what has been cleared or reconciled. Bruce Preach the Gospel wherever you go. If necessary, use words.

Re: [GNC] QIF file import still doesn't work with Gnucash, 3.10

Editing and re-sending to restore proper thread title; please ignore previous submission. I'm ashamed to admit it, but this is the exact same issue I reported about a month and a half ago. (I did file a Bugzilla report; 797651 ) My experience was

Re: [GNC] gnucash-user Digest, Vol 206, Issue 23

I'm ashamed to admit it, but this is the exact same issue I reported about a month and a half ago. (I did file a Bugzilla report; 797651 ) My experience was also with Chase. I saved the data files but in correspondence with the developers I was

[GNC] import stock transaction amount and quantity from csv

I'm importing csv transaction files for my 401(k). The transactions in gnucash go from USD in one account to stock in another. The csv file has the *quantity* of stock, the *price* of the stock in USD, and the *amount* of the transaction in USD. After importing any two of these gnucash will

Re: [GNC] Import matcher shortcomings, OFX realm (at least)

Overall, yes. But this case presents a many-to-many sorting out vs. the one-to-many resolution in QIF. And none of those unique IDs exist in the gnucash file until the transactions have finished being imported. -- Dave Reiser dbrei...@icloud.com > On May 6, 2020, at 2:50 PM, Jean Laroche

Re: [GNC] Import matcher shortcomings, OFX realm (at least)

QIF is a lot worse the OFX. OFX transactions have a unique ID, which QIF ones don't have... On 5/6/20 11:48 AM, David Reiser wrote: Thanks, Jean. I think the QIF importer has some code that detects multiple possible matches and pops up a “select the right match” dialog/window. Perhaps that

Re: [GNC] Import matcher shortcomings, OFX realm (at least)

Thanks, Jean. I think the QIF importer has some code that detects multiple possible matches and pops up a “select the right match” dialog/window. Perhaps that can be reworked/incorporated. I don’t use QIF too much, but I think that particular behavior gets triggered in a step a little closer

Re: [GNC] Import matcher shortcomings, OFX realm (at least)

I have run into this issue as well! Thanks for looking into it. I'll try to fix it. What should really be done here, I'm guessing is that the matcher should not match several transactions to the same one. This may not be super easy to fix, but I'll take a look. Jean On 5/6/20 11:00 AM, David

[GNC] Import matcher shortcomings, OFX realm (at least)

Michael Fross said: > I have to keep importing the same QFX file over and over until I get > “nothing to import” message. If I don’t, it seems to miss transactions in > the file. Not sure about QIF, but Maybe it’s similar. > > Michael Ok, I’ll split this out into another discussion. The need

Re: [GNC] QIF file import still doesn't work with Gnucash 3.10

Alan, since others are not claiming similar problems, we need details from you. We cannot work blindly unless we are fighting coronavirus On Wed, May 6, 2020 at 12:18 PM David Carlson wrote: > Now that we got ofx out of the way, we still need more info about why qif > seems to be failing.

Re: [GNC] Budgeting

Yes I forgot to mention, the estimator doesn’t automatically include child accounts. You have to have them visibly selected. So that means you have to expand each parent, then select the entire block of expense accounts if you want them all estimated. Otherwise, it will be a one-at-a-time

Re: [GNC] QIF file import still doesn't work with Gnucash 3.10

Now that we got ofx out of the way, we still need more info about why qif seems to be failing. Often the problem can be traced to badly formed input file structure, unless there has been a regression in GnuCash, which would then appear to many users. David Carlson On Wed, May 6, 2020, 12:05

Re: [GNC] Gnucash logs

> On May 5, 2020, at 9:58 PM, Chris Good wrote: > > > > Does anyone else have some input? > > If this is going to be ready for GnuCash 4.0 due 20 June 2020, I need to get > started ASAP. Otherwise, it > > won’t be available till 5.0 which is not listed in >

Re: [GNC] QIF file import still doesn't work with Gnucash 3.10

Alan, Thank you for clarifying. I have no interest in discussing either QFX or QIF. I was merely trying to help clarify the situation, since some users have encountered QFX data with duplicate FITIDs, which had caused them troubles. Good luck with your problem. David Original

Re: [GNC] QIF file import still doesn't work with Gnucash 3.10

David, I share your confusion.  Mike On 5/6/20 9:21 AM, Alan wrote: David, This discussion is only about QIF file import issues. Please take the QFX issues to another discussion thread. -Original Message- From: gnucash-user

Re: [GNC] QIF file import still doesn't work with Gnucash 3.10

David, This discussion is only about QIF file import issues. Please take the QFX issues to another discussion thread. -Original Message- From: gnucash-user [mailto:gnucash-user-bounces+alangnuc=bigtowers@gnucash.org] On Behalf Of D via gnucash-user Sent: Wednesday, May 06, 2020

Re: [GNC] Record Loan Interest

On 5/5/2020 10:30 PM, flywire wrote: Thank you. The guide explains a credit card account is a short-term loan. The Loans section probably needs a reference back to Credit Card Putting It All Together section which clearly explains Interest and Payments. Aaron describes it pretty well, a loan

Re: [GNC] QIF file import still doesn't work with Gnucash 3.10

I'm trying to figure out whether the OP is referring to QIF or QFX. The original message refers to the former. But subsequent messages refer to the latter. If the problem is with QFX, perhaps the source file has FITID issues. Some clarification is in order. David On May 6, 2020, 16:48, at

Re: [GNC] QIF file import still doesn't work with Gnucash 3.10

Is this an isolated incident for one bank and one version of GnuCash or is it a regression the latest release? On Wed, May 6, 2020 at 6:07 AM Fross, Michael wrote: > I have to keep importing the same QFX file over and over until I get > “nothing to import” message. If I don’t, it seems to miss

Re: [GNC] QIF file import still doesn't work with Gnucash 3.10

These issues would benefit from bugzilla reports, ideally with anonymised data. On Wed, 6 May 2020 at 11:07, Fross, Michael wrote: > I have to keep importing the same QFX file over and over until I get > “nothing to import” message. If I don’t, it seems to miss transactions in > the file. Not

Re: [GNC] QIF file import still doesn't work with Gnucash 3.10

I have to keep importing the same QFX file over and over until I get “nothing to import” message. If I don’t, it seems to miss transactions in the file. Not sure about QIF, but Maybe it’s similar. Michael On Tue, May 5, 2020 at 10:53 PM Alan wrote: > Took the latest activity on one Chase

Re: [GNC] Porting the Tutorial & Concepts Guide to ReadTheDocs.org

On Wed, 6 May 2020 at 15:20, Adrien Monteleone wrote: > > Thanks for the bug reference. Certainly, I agree change won’t happen soon, or > easily, nor do I think it should. > > The point of my post was to encourage the OP not to lose hope or give up. > > Regards, > Adrien As someone else who's

Re: [GNC] Budgeting

Thanks Adrien, that got my budget going. I'd tried current date and 12 months prior to shutting it down so there must be something else too. I thought I read somewhere that it wouldn't do subaccounts but I' added them in separately. Rolling out an old comment again: It would be really useful to

Re: [GNC] Porting the Tutorial & Concepts Guide to ReadTheDocs.org

On 5/6/2020 11:15 AM, Adrien Monteleone wrote: > ... I personally would like to see its development move to something with less of a hurdle or learning curve as that could include more seasoned users who aren’t build savvy. - That's certainly one potential benefit. A few comments from

Re: [GNC] Porting the Tutorial & Concepts Guide to ReadTheDocs.org

Thanks for the bug reference. Certainly, I agree change won’t happen soon, or easily, nor do I think it should. The point of my post was to encourage the OP not to lose hope or give up. Regards, Adrien > On May 6, 2020 w19d127, at 1:57 AM, David T. wrote: > > Adrien, > > Given that the dev

Re: [GNC] Porting the Tutorial & Concepts Guide to ReadTheDocs.org

Adrien, Given that the dev team has discussed documentation formats since at least 2013 (cf. https://bugs.gnucash.org/show_bug.cgi?id=722016), I wouldn't expect a rapid transition to some other format just because someone comes up with a fancy new tool. David T. On 5/6/2020 11:15 AM,

Re: [GNC] Budgeting

The budget estimate function is designed to estimate how much to budget based on historical transactions. You have the option to use an average or not. If you do not, then each period will be filled in based on the history as-is. If you choose the ‘average’ option, *all* periods will have