Re: [GNC] Upgrading to 5.3 from 2.6.15

2023-12-04 Thread larry johnston
Hi, I just had not scrolled down far enough. If you deselect Include Collapsed Periods then you get the report for just the month that you selected with the accumulated totals to the end of that month. In that case the report seems fine. I am not sure there is a bug. To get the equivalent of

Re: [GNC] Upgrading to 5.3 from 2.6.15

2023-12-04 Thread Adrien Monteleone
Possibly. I see that I filed it while using 5.3. I don't recall exactly, but it might be in the Experimental folder, but I'm uncertain. Regards, Adrien On 12/4/23 10:29 PM, larry johnston wrote: In ver 4.14 I don't see any other options than Range Start and Range End, maybe Collapsed

Re: [GNC] Upgrading to 5.3 from 2.6.15

2023-12-04 Thread larry johnston
Hi, I signed up for Bugzilla so I can follow this bug now. In ver 4.14 I don't see any other options than Range Start and Range End, maybe Collapsed Periods did not come until Ver 5 or maybe I am missing something. TIA, Larry On Mon, Dec 4, 2023 at 7:43 PM Adrien Monteleone <

Re: [GNC] Upgrading to 5.3 from 2.6.15

2023-12-04 Thread Adrien Monteleone
If you clicked the link for the bug and read it, you should see discussion on it. If you want to file a bug, or comment on this one, you need an account on that site. If I'm not mistaken, I'm derelict on getting back with a screenshot showing the problem. I hope to get that up to speed this

Re: [GNC] How to "lock" expenses from previous year?

2023-12-04 Thread Adrien Monteleone
That will only keep you from editing those reconciled transactions without receiving a warning. (that is, you *can* still edit them, they are not 'locked' but you will get a warning about editing a reconciled transaction, which you can override, and also, dismiss the warning, which means you

Re: [GNC] Upgrading to 5.3 from 2.6.15

2023-12-04 Thread larry johnston
Hi, I finally got back to this as I try to prepare for my year end. As you report in your Bug Report 799046 it does not seem possible to display a single period in the Budget Report using the Use Accumulated Totals feature, which is quite frustrating. I have only upgraded to ver 4.14 and in

Re: [GNC] How to fix: I posted a bill to 1969 (should be 2022)

2023-12-04 Thread Adrien Monteleone
You didn't post it to 12/31/1969, but likely entered an invalid date. (easy to do when typing and clicking fast) GnuCash will sometimes default to that date in such a case. To fix it, simply unpost and repost with the correct date. If you need to change the 'opening date', then after

[GNC] Addendum to Strange error...

2023-12-04 Thread David Carlson
There is one new factor in this case. It is my first time to do an import in a brand new virtualbox instance of Lubuntu 22.04, but I have done all of this previously on other computers, except this particular OFX download file from the same credit card website. -- David Carlson

[GNC] Strange error in OFX import

2023-12-04 Thread David Carlson
New to me, anyway. Using release 4.8 in Linux importing to existing account which worked with a previous import last March with today's import I receive the error message "OFX File '/media...' 2 transactions processed, no transactions to match Why did it not proceed with the import? -- David

[GNC] How to "lock" expenses from previous year?

2023-12-04 Thread Eric Chapman
Once I'm sure I'm done with 2022 and the data is not going to change, is there a good way to lock the income/expense accounts so I do not accidentally post something to a previous year? Somewhere in the manual I saw something that said you can "reconcile" income & expense accounts to lock

Re: [GNC] Why or why not to do year-end closing journal entries? (Close Books?)

2023-12-04 Thread Eric Chapman
Thanks, Stan. Got it. -- Eric Chapman GnuCash 4.14 on MacOS 14.1 Sonoma running on an Apple M3 Max computer. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe:

Re: [GNC] Why or why not to do year-end closing journal entries? (Close Books?)

2023-12-04 Thread Eric Chapman
Thank you, Geoff! I got it to work. Eric On 12/4/23 20:43, Geoff wrote: Eric, see attached. Try making your screen wider - or maximising it. Regards Geoff = -- Eric Chapman GnuCash 4.14 on MacOS 14.1 Sonoma running on an Apple M3 Max computer.

Re: [GNC] Why or why not to do year-end closing journal entries? (Close Books?)

2023-12-04 Thread Geoff
Eric, see attached. Try making your screen wider - or maximising it. Regards Geoff = On 5/12/2023 12:29 pm, Eric Chapman wrote: Stan, Could you please take a screenshot of the down arrow you are talking about and attach it? I can't seem to find it. Thanks! Eric On 12/4/23 20:25,

Re: [GNC] Why or why not to do year-end closing journal entries? (Close Books?)

2023-12-04 Thread Michael or Penny Novack
On 12/4/2023 8:07 PM, Eric Chapman wrote: Hi, Geoff, OK, it looks as if it's just as good not to close the books, if, e.g., I might want to run an income statement comparing 2022 and 2023. Eric But THAT would unlikely be a good reason unless you were not regularly running/storing such

Re: [GNC] Why or why not to do year-end closing journal entries? (Close Books?)

2023-12-04 Thread Geoff
Eric, you can still do this if you close the books each year: > OK it looks as if it's just as good not to close the books if, e.g., I > might want to run an income statement comparing 2022 and 2023. Be brave! Try it and see for yourself ;--) Regards Geoff = On 5/12/2023 12:07 pm, Eric

Re: [GNC] Why or why not to do year-end closing journal entries? (Close Books?)

2023-12-04 Thread Eric Chapman
Stan, Could you please take a screenshot of the down arrow you are talking about and attach it? I can't seem to find it. Thanks! Eric On 12/4/23 20:25, Stan Brown wrote: On 2023-12-04 17:07, Eric Chapman wrote: OK, it looks as if it's just as good not to close the books, if, e.g., I might

Re: [GNC] Advise me please: go up to 5.4.2 or stay at 4.13?

2023-12-04 Thread Eric Chapman
David, Thanks for the input. I'm sure as I get more experienced, I'll get braver … :) Eric On 12/4/23 20:23, David Cousens wrote: ERic I generally update as soon as a new release comes out and have been doing that for close to 15 years without ever having had any serious problems that

Re: [GNC] Why or why not to do year-end closing journal entries? (Close Books?)

2023-12-04 Thread Stan Brown (using GC 4.14)
On 2023-12-04 17:07, Eric Chapman wrote: > OK, it looks as if it's just as good not to close the books, if, e.g., I > might want to run an income statement comparing 2022 and 2023. > > However, does that mean that every time I look at the "Accounts" tab I > will see ever-growing amounts that

Re: [GNC] Advise me please: go up to 5.4.2 or stay at 4.13?

2023-12-04 Thread David Cousens
ERic I generally update as soon as a new release comes out and have been doing that for close to 15 years without ever having had any serious problems that weren't cured within a day or two. Any major problems are usually fixed with the first one or two bug releases after the major release. I no

Re: [GNC] Why or why not to do year-end closing journal entries? (Close Books?)

2023-12-04 Thread Eric Chapman
Hi, Geoff, OK, it looks as if it's just as good not to close the books, if, e.g., I might want to run an income statement comparing 2022 and 2023. Eric Geoff or anyone else, However, does that mean that every time I look at the "Accounts" tab I will see ever-growing amounts that reflect

Re: [GNC] Why or why not to do year-end closing journal entries? (Close Books?)

2023-12-04 Thread Geoff
Hi Eric To close or not to close is entirely a personal decision. From https://wiki.gnucash.org/wiki/Closing_Books "Using Close Book Option Since 2.2.4, there has been a menu item for closing the books under {Tools->Close Book}. This item creates two zeroing transactions (one for expense

Re: [GNC] Advise me please: go up to 5.4.2 or stay at 4.13?

2023-12-04 Thread Eric Chapman
Adrien, Thank you. That reminds me of what I'd read. I guess it was the auto-completing I noticed driving folks crazy at first. I think what I'll do is close the books (if I get advice to do so) on the 2022 numbers, and then upgrade to 5.4 and try it out for the 2023 data. Gratefully, Eric

Re: [GNC] Advise me please: go up to 5.4.2 or stay at 4.13?

2023-12-04 Thread Eric Chapman
Yes, and thank you, Stan, for the ideas. I want to input things ASAP, but so far "as soon as possible" has been months away. I hope things will improve. Eric On 12/4/23 14:17, Stan Brown (using GC 4.14) wrote: On 2023-12-04 11:10, Eric Chapman wrote: BTW, in 2024, I hope to use GnuCash at

[GNC] Why or why not to do year-end closing journal entries? (Close Books?)

2023-12-04 Thread Eric Chapman
Hi, again. I think I read a discussion on the list about this, but now I cannot find it. I searched the PDF for these things: "year-end", "year end", "closing", "end of the year". I was surprised how little I found. I found this at "Duplicating an Account Hierarchy": In some cases, it

Re: [GNC] Advise me please: go up to 5.4.2 or stay at 4.13?

2023-12-04 Thread Adrien Monteleone
The 5.x series introduced a new way of auto-completing Descriptions. (you get a drop down list to choose from if you want to) There are some kinks for a few folks, and the new method takes a little getting used to, but overall I find it to be a vast improvement. Some folks aren't so keen on

Re: [GNC] Display of 'Rate' column for Bank accounts type

2023-12-04 Thread Kalpesh Patel
Auto sizing it keeps it visible (by width of ‘Rate’ text), however, grabbing-&-dragging works fine. Thank you for that pointer! From: David H Sent: Monday, December 04, 2023 2:36 PM To: Kalpesh Patel Cc: gnucash-user@gnucash.org Subject: Re: [GNC] Display of 'Rate' column for Bank

Re: [GNC] Display of 'Rate' column for Bank accounts type

2023-12-04 Thread David H
Kalpesh, >From memory this is the always there, usually hidden, 1 pixel wide Rate column. You have inadvertently made it wider than the default 1 pixel. Try grabbing the right hand column header and dragging it back or double click the header to auto size it back to 1 pixel when it will

Re: [GNC] Advise me please: go up to 5.4.2 or stay at 4.13?

2023-12-04 Thread Stan Brown (using GC 4.14)
On 2023-12-04 11:10, Eric Chapman wrote: > > BTW, in 2024, I hope to use GnuCash at least monthly to input the data … >  I need less of a year-end crunch, but the growing season was too > hectic to deal with it this year. Of course your work flow is your decision. Just as a data point, I've

[GNC] Advise me please: go up to 5.4.2 or stay at 4.13?

2023-12-04 Thread Eric Chapman
Hi, everybody. I did one year's worth of accounting for a very small business (market gardening) via GnuCash 4.13 last year starting about this time and ending with tax return filings. This year I've kept all the 2023 paperwork on hand and organized and am ready to start inputting it into

[GNC] Display of 'Rate' column for Bank accounts type

2023-12-04 Thread Kalpesh Patel
Hi GNC users community - For some of the accounts that are of type Bank are showing 'Rate' column after 'Balance' column in the transactions window. Anyone know how I may have turned on display of that column and how I can turn it off? The ones that show and the ones that do NOT show the

Re: [GNC] Finance::Quote upgrade

2023-12-04 Thread Kalpesh Patel
As a post-install note, the Perl's CPAN module may not be configured sanely or configuration initialized at all. Normally if the CPAN's 'prerequisites_policy' setting (configured with 'follow' option), 'build_requires_install_policy' setting (with 'yes') and 'make' settings (with fully qualified

Re: [GNC] Finance::Quote upgrade

2023-12-04 Thread James Edmunds
I have fixed the last missing module by "sudo apt-get install libxml-libxml-perl " Finance::Quote 1.58 is installed now . Thank you everybody . From: gnucash-user on behalf of James Edmunds Sent: 04 December 2023 12:30 To: Geoff ; gnucash-user@gnucash.org

Re: [GNC] Finance::Quote upgrade

2023-12-04 Thread James Edmunds
Geoff Thank you very much for the “ Make” suggestion , that removed most errors . Now there is only one error left -see below “ Module 'XML::LibXML' is not installed ‘ I don’t know how to fix this . m@jm-OptiPlex-9020:~$ sudo cpanm Finance::Quote [sudo] password for jm: --> Working on

Re: [GNC] Finance::Quote upgrade

2023-12-04 Thread Geoff
Hi James You don't need a compiler to install Perl modules like Finance::Quote but you do need a working "make" utility, which is normally included by default. Some troubleshooting information here: https://www.phind.com/search?cache=xbbtjpvwn5ifzh8wmo7htxet Hope this helps. Geoff =

Re: [GNC] Finance::Quote upgrade

2023-12-04 Thread Maf. King
On Monday, 4 December 2023 07:55:05 GMT James Edmunds wrote: > I tried to upgrade from Ubuntu 18.04 to Ubuntu 20.04 . There was some file > ! Can't configure the distribution. You probably need to have 'make'. See I don't know the exact package names for Ubuntu, but it looks to me that you