Re: [GNC] Reports for Personal Finance

2023-12-05 Thread Adrien Monteleone
If you are that far along, the Budget module can 'auto-estimate' based on previous data. Investigate and play with that feature. Even if you don't use it as a basis of a new budget, it can at least provide you with some analysis that otherwise might be more difficult to craft in a report as it

Re: [GNC] Selling an unpaid invoice to another business at face value?

2023-12-05 Thread Adrien Monteleone
Sorry Morgan, I didn't mean to exasperate you. What I meant by 'How would you do this on paper?', was, "Using Pen and Ink, How would you record this according to standard Accounting rules?" If you can do it with pen and ink, you can likely do it with GnuCash. So the question, for this list,

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

2023-12-05 Thread AP
On Mon, Dec 04, 2023 at 02:10:59PM -0500, Eric Chapman wrote: > I do scan  through the posts to the GNUcash user list, so I know there were > some issues with 5.x when it came out. But is 5.4 really up to every day > work with no glitches? For my use, yes but I've had it crash under duress (noob

Re: [GNC] Finance::Quote not working on MacOS

2023-12-05 Thread Jim DeLaHunt
Hello, Kunagu: On 2023-12-05 22:35, kunagu varun kumar wrote: Hi, I cannot get Finance::Quote to get to working on my laptop. I’m getting an error "Failed to initialize Finance::Quote: missing_modules Finance::Quote”. varun@Varun-Mac ~ % /Applications/Gnucash.app/Contents/MacOS/gnucash-cli

Re: [GNC] Business use: Producing 1099s for vendors

2023-12-05 Thread Adrien Monteleone
The 'status' can change with the wind. GnuCash, so far, does offer you a wealth of information concerning your activity with each 'vendor' that is most likely useful for information you have *already determined* need a 1099. That is, your question is not a GnuCash question, but a legal one.

Re: [GNC] Strange error in OFX import

2023-12-05 Thread David Carlson
That bug may be a different symptom of the same problem or it may be a different bug altogether. Interestingly, my file does have the tag. I attached my file to that bug report in case it helps with the diagnosis. On Tue, Dec 5, 2023 at 9:56 PM john wrote: > > > On Dec 4, 2023, at 18:47,

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

2023-12-05 Thread Adrien Monteleone
There is nothing wrong with that approach as long as you are clear on 'what isn't wrong' and 'what isn't broken'. Many bugs are fixed each release. Some of them are otherwise unknown bugs that the devs discover as they are refining the code and fixing other known bugs. But plenty are the

[GNC] Finance::Quote not working on MacOS

2023-12-05 Thread kunagu varun kumar
Hi, I cannot get Finance::Quote to get to working on my laptop. I’m getting an error "Failed to initialize Finance::Quote: missing_modules Finance::Quote”. varun@Varun-Mac ~ % /Applications/Gnucash.app/Contents/MacOS/gnucash-cli --quotes info Application Path

Re: [GNC] Strange error in OFX import

2023-12-05 Thread john
> On Dec 4, 2023, at 18:47, David Carlson wrote: > > 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

Re: [GNC] Reports for Personal Finance

2023-12-05 Thread Tom Balazs
Thanks, that's very helpful. I followed your recommendations and I like the report much better now. One thing, how do I make the column width for Description narrower. Do I have to use Edit->Style Sheets to do that? Tom On Tue, Dec 5, 2023 at 12:46 PM R Losey wrote: > > > On Tue, Dec 5, 2023

Re: [GNC] Selling an unpaid invoice to another business at face value?

2023-12-05 Thread AP
On Tue, Dec 05, 2023 at 04:19:01PM +, Morgan Read via gnucash-user wrote: > Thanks Adrian, > > All I'm attempting to discover is how - in gnucash - can I use what is owned > by somebodyA to pay off what is owed by somebodyB? What is the procedure > for using what is owed by one person to

Re: [GNC] How to export reports to spreadsheet format(s)?

2023-12-05 Thread Eric Chapman
Hi, Michael, Some others responded also, so now I have successfully exported to HTML and opened the files in a spreadsheet. I didn't know that was possible. Now I do. All's well, and I'm thankful for your help! Eric On 12/5/23 16:16, Michael or Penny Novack wrote: On 12/5/2023 8:57 AM,

Re: [GNC] How to export reports to spreadsheet format(s)?

2023-12-05 Thread Michael or Penny Novack
On 12/5/2023 8:57 AM, Eric Chapman wrote: How do I export data from reports to csv files or Excel/LibreOffice Calc files? a) To use the last (as an example) LibreOffice Calc does NOT require the files it opens to be "LibreOffice Calc files" << it of course does prefer the open document

Re: [GNC] Finance::Quote upgrade

2023-12-05 Thread David G. Pickett via gnucash-user
I run Ubuntu 22.04 and used flatpack to install: Version: 5.4Build ID: Flathub 5.4.1Finance::Quote: 1.58 $ flatpak --helpUsage:  flatpak [OPTION…] COMMAND Builtin Commands: Manage installed applications and runtimes  install                Install an application or runtime  update               

Re: [GNC] Business use: Producing 1099s for vendors

2023-12-05 Thread Eric Chapman
Let me clarify that I'm using the word "vendors" below in the way GnuCash does: someone to whom one makes a payment. The IRS does not (best I can tell) require that 1099s be issued  for "Payments for merchandise, telegrams, telephone, freight, storage, and similar items." (That's a quotation

[GNC] Business use: Producing 1099s for vendors

2023-12-05 Thread Eric Chapman
My little business sometimes has to provide 1099s to vendors and the IRS. I was searching for how to best do that with GnuCash. I found a helpful tutorial here: https://www.reddit.com/r/GnuCash/comments/eqpkih/how_to_deal_with_usa_1099misc_in_gnucash/. It is 4 years old, but I read through

Re: [GNC] Where can I download the 5.4 Tutorial and Concepts Guide (the "Documentation", which I call the "manual")

2023-12-05 Thread Eric Chapman
Thank you, David! I did not even know there was a manual. Now I do thanks to you. Eric On 12/5/23 14:30, David Cousens wrote: Eric Try this link for the PDF form of the guide https://code.gnucash.org/docs/C/gnucash-guide.pdf and https://www.gnucash.org/docs/v5/C/gnucash-manual.pdf for the

Re: [GNC] Where can I download the 5.4 Tutorial and Concepts Guide (the "Documentation", which I call the "manual")

2023-12-05 Thread David Cousens
Eric Try this link for the PDF form of the guide https://code.gnucash.org/docs/C/gnucash-guide.pdf and https://www.gnucash.org/docs/v5/C/gnucash-manual.pdf for the manual. David Cousens On Tue, 2023-12-05 at 10:05 -0500, Eric Chapman wrote: > I found it:

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

2023-12-05 Thread Kalpesh Patel
I am believer in the maxim 'If it ain't broke, don't fix it' but today’s world is quite different then yesteryears. The “on-line” world isn’t that forgiving and it is hard to live without it so tread wisely. I still have a fully functional Windows 10 desktop running on Intel Core 2 Quad

Re: [GNC] Reports for Personal Finance

2023-12-05 Thread R Losey
On Tue, Dec 5, 2023 at 9:48 AM Tom Balazs wrote: > I finished importing and reconciling months of bank data. Now I want to put > that to good use. > > For the case of an individual or a family, what are the most useful > reports? > > Common advice is that your emergency savings account should

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

2023-12-05 Thread G R Hewitt
There is always a drive to have the latest iteration of this, that and the other - out with the old and in with the new. My MacPro was bought off my son when his firm upgraded his to the latest (being Apple they could afford to) and he was able to buy it from them. It is a Mid 2010 and I have had

Re: [GNC] Selling an unpaid invoice to another business at face value?

2023-12-05 Thread Morgan Read via gnucash-user
Thanks Adrian, All I'm attempting to discover is how - in gnucash - can I use what is owned by somebodyA to pay off what is owed by somebodyB? What is the procedure for using what is owed by one person to relieve another of the debt they owe? On paper, I would take the invoice to

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

2023-12-05 Thread Stan Brown (using GC 4.14)
Oops! Thanks for the heads-up, Geoff. I mentally tune out those figures at the bottom because I never understand what they mean, so I failed to cover them up when covered the others. And it was only after I'd sent the screenshot that I realized I could have cut off everything below the header

Re: [GNC] How to export reports to spreadsheet format(s)?

2023-12-05 Thread Eric Chapman
OK, sounds like it's doable. Will try. Thank you. Eric On 12/5/23 10:38, Adrien Monteleone wrote: #1 - Run Report, Select-All, Copy, Open Spreadsheet app, Paste #2 - Run Report, Export as HTML, Open resulting file with Spreadsheet app. #3 - Run Report, Export, Use 'Insert from File' in

[GNC] Reports for Personal Finance

2023-12-05 Thread Tom Balazs
I finished importing and reconciling months of bank data. Now I want to put that to good use. For the case of an individual or a family, what are the most useful reports? Common advice is that your emergency savings account should hold enough to cover 6 months of expenses. In order to to do

Re: [GNC] How to export reports to spreadsheet format(s)?

2023-12-05 Thread Eric Chapman
OK, thank you! I will try it. On 12/5/23 10:41, Maf. King wrote: On Tuesday, 5 December 2023 15:11:26 GMT Eric Chapman wrote: When I try to print to file from GnuCash 4.14, I only see the three options in the screenshot attached: PDF, PostScript, and SVG. Hmmm… On 12/5/23 10:08, Eric Chapman

Re: [GNC] How to export reports to spreadsheet format(s)?

2023-12-05 Thread Maf. King
On Tuesday, 5 December 2023 15:11:26 GMT Eric Chapman wrote: > When I try to print to file from GnuCash 4.14, I only see the three > options in the screenshot attached: PDF, PostScript, and SVG. Hmmm… > > On 12/5/23 10:08, Eric Chapman wrote: > > I did find this, but it does not appear to have

Re: [GNC] How to export reports to spreadsheet format(s)?

2023-12-05 Thread Adrien Monteleone
#1 - Run Report, Select-All, Copy, Open Spreadsheet app, Paste #2 - Run Report, Export as HTML, Open resulting file with Spreadsheet app. #3 - Run Report, Export, Use 'Insert from File' in Spreadsheet app. With the last two, you will likely be asked to confirm formatting ala importing a CSV

Re: [GNC] Where can I download the 5.4 Tutorial and Concepts Guide (the "Documentation", which I call the "manual")

2023-12-05 Thread Adrien Monteleone
Did you not see the 'Documentation' link in the website menu that points here: https://gnucash.org/docs.phtml ? Regards, Adrien On 12/5/23 9:05 AM, Eric Chapman wrote: I found it: https://code.gnucash.org/docs/C/gnucash-guide.pdf ___

Re: [GNC] Selling an unpaid invoice to another business at face value?

2023-12-05 Thread Adrien Monteleone
I'm not sure that adds much clarity. Your initial description appeared to be that you had two business entities and you were transferring old debts owed to the first entity, to a new one - where you control/own both. Now it appears that you are 'selling a debt' owed by one entity, to

Re: [GNC] How to export reports to spreadsheet format(s)?

2023-12-05 Thread Eric Chapman
When I try to print to file from GnuCash 4.14, I only see the three options in the screenshot attached: PDF, PostScript, and SVG. Hmmm… On 12/5/23 10:08, Eric Chapman wrote: I did find this, but it does not appear to have any solution:

Re: [GNC] How to export reports to spreadsheet format(s)?

2023-12-05 Thread Eric Chapman
I did find this, but it does not appear to have any solution: https://lists.gnucash.org/pipermail/gnucash-user/2023-March/106080.html Is it true that GnuCash only exports to HTML? On 12/5/23 08:57, Eric Chapman wrote: How do I export data from reports to csv files or Excel/LibreOffice Calc

Re: [GNC] Where can I download the 5.4 Tutorial and Concepts Guide (the "Documentation", which I call the "manual")

2023-12-05 Thread Eric Chapman
I found it: https://code.gnucash.org/docs/C/gnucash-guide.pdf On 12/5/23 08:59, Eric Chapman wrote: Where can I download the 5.4 Tutorial and Concepts Guide (the "Documentation", which I call the "manual") I found the online version here

[GNC] Where can I download the 5.4 Tutorial and Concepts Guide (the "Documentation", which I call the "manual")

2023-12-05 Thread Eric Chapman
Where can I download the 5.4 Tutorial and Concepts Guide (the "Documentation", which I call the "manual") I found the online version here (https://gnucash.org/docs/v5/C/gnucash-guide/titlepage.html), but can't find where the PDF is. Thank you! -- Eric Chapman GnuCash 4.14 (soon to move to

[GNC] How to export reports to spreadsheet format(s)?

2023-12-05 Thread Eric Chapman
How do I export data from reports to csv files or Excel/LibreOffice Calc files? -- Eric Chapman GnuCash 4.14 (moving soon to 5.4, I think) on MacOS 14.1 Sonoma running on an Apple M3 Max computer. ___ gnucash-user mailing list

[GNC] Selling an unpaid invoice to another business at face value?

2023-12-05 Thread Morgan Read via gnucash-user
This is a follow up, with - I hope - a bit more precision and clarity - to this post: https://lists.gnucash.org/pipermail/gnucash-user/2023-August/108615.html I wish to sell an unpaid invoice made out to business A (old debtor) to another business B at face value - I raise an invoice to

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

2023-12-05 Thread Eric Chapman
Thank you, Kalpesh. I did that yesterday (now I'm on 4.14). I don't even know for sure why I was on 4.13. Maybe that's where the program was when I finished with year-end data stuff last cycle … I think I'll go up to 5.4 today and see what I think before I input data for 2023. Eric On

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

2023-12-05 Thread Kalpesh Patel
I am of the opinion that if you plan to stay on 4 series version then move up to its latest version which is 4.14. -Original Message- From: Eric Chapman Sent: Monday, December 04, 2023 7:37 PM To: GNUcash User List Subject: Re: [GNC] Advise me please: go up to 5.4.2 or stay at 4.13?

Re: [GNC] Finance::Quote upgrade

2023-12-05 Thread Kalpesh Patel
In case anyone has curiosity for the CPAN module configuration settings, refer to https://metacpan.org/pod/CPAN#Config-Variables link. -Original Message- From: Kalpesh Patel Sent: Monday, December 04, 2023 1:23 PM To: 'James Edmunds' Cc: 'Geoff' ; gnucash-user@gnucash.org Subject: Re:

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

2023-12-05 Thread Eric Chapman
Thank you, Adrien! Eric On 12/4/23 22:22, Adrien Monteleone wrote: 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

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

2023-12-05 Thread Eric Chapman
Thanks, Adrien! Eric On 12/4/23 22:30, Adrien Monteleone wrote: 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