Re: [GNC] Delete a trading account => crash

2024-05-22 Thread Kalpesh Patel
Ah, go to the contra cash account for the transaction and do it over there... thanks for that tip! -- Original Message -- Received: Sun, 19 May 2024 05:38:58 PM EDT From: Fred Tydeman To: Kalpesh Patel Cc: Gnucash Users Subject: Re: [GNC] Delete a trading account => crash > By m

Re: [GNC] Delete a trading account => crash

2024-05-19 Thread Kalpesh Patel
That is the behavior, sadly, where it goes back to what the original transaction was. It is undesired but it is there and not likely to be fixed.. (I run into it when I want to duplicate the transaction and then just update the quantity) To get around, you technically have to enter the entire

Re: [GNC] Question about OFX imports

2024-05-13 Thread Kalpesh Patel
I do see a good reason to do so, at least in my use case. I am imagining case where if I were to download good number of transfers transactions (I do so for last three months in a moving window fashion through CSV, QIF and OFX imports), I could end up needing to touch many other accounts,

Re: [GNC] Stomped with interface between GNC (v4.18) and F::Q (v1.61_02)

2024-05-10 Thread Kalpesh Patel
That was it. Rounding down to 9 decimal places works. Thank you! -Original Message- From: John Ralls Sent: Wednesday, May 08, 2024 10:13 PM To: Kalpesh Patel Cc: GnuCash User Subject: Re: [GNC] Stomped with interface between GNC (v4.18) and F::Q (v1.61_02) Kalpesh, I think your

Re: [GNC] Update on financequote?

2024-05-10 Thread Kalpesh Patel
Your query seems to be garbled up but from what I make out from it: yes, F::Q works fine as of v1.61_03 release if that is what you are asking. -Original Message- From: interesse Sent: Friday, May 10, 2024 7:29 AM To: gnucash-user@gnucash.org Subject: [GNC] Update on financequote?

Re: [GNC] Importing historical stock prices to GnuCash in Windows

2024-05-10 Thread Kalpesh Patel
You may want to look at https://github.com/ka-patel/dl_quotes/tree/main/yfinance which is Python based... -Original Message- From: sunfis...@yahoo.com Sent: Friday, May 10, 2024 2:59 AM To: Leung Wing Cheong Cc: gnucash-user@gnucash.org Subject: Re: [GNC] Importing historical stock

[GNC] Stomped with interface between GNC (v4.18) and F::Q (v1.61_02)

2024-05-08 Thread Kalpesh Patel
Hi GNC User community - I am developing a second F::Q module of my own. The first one works fine but second one seems to NOT want to work no matter what. I am in middle of debugging it and it has stomped me why not so hoping someone might be able to help me zero in where I am falling sort on

Re: [GNC] Finance::Quote PreRelease 1.61_03

2024-05-03 Thread Kalpesh Patel
My bad here ... since working with Perl 5.005 ... -- Original Message -- Received: Fri, 03 May 2024 02:37:19 PM EDT From: "Kalpesh Patel" To: Bruce Schuck , GnuCash User Cc: Kalpesh Patel , Fred Tydeman Subject: Re: [GNC] Finance::Quote PreRelease 1.61_03 > Hi Bruce

Re: [GNC] Finance::Quote PreRelease 1.61_03

2024-05-03 Thread Kalpesh Patel
. Might be worth adding to it... -- Original Message -- Received: Fri, 03 May 2024 11:30:22 AM EDT From: Bruce Schuck To: GnuCash User Cc: Kalpesh Patel , Fred Tydeman Subject: Re: [GNC] Finance::Quote PreRelease 1.61_03 > On May 2, 2024 at 23:44:53 EDT Kalpesh wr

Re: [GNC] Finance::Quote PreRelease 1.61_03

2024-05-02 Thread Kalpesh Patel
. From: Fred Tydeman Sent: Thursday, May 02, 2024 11:40 AM To: Kalpesh Patel Cc: Bruce Schuck ; GnuCash User Subject: Re: [GNC] Finance::Quote PreRelease 1.61_03 make depend fails (as there is no 'depend' target in the makefile). On Thu, May 2, 2024 at 6:16 AM Kalpesh Patel

Re: [GNC] Finance::Quote PreRelease 1.61_03

2024-05-02 Thread Kalpesh Patel
If you are installing it into the system installed perl, which most likely you are doing so with a su switch user utility, then correct way to do so would be to: # sudo su - # cd # make depend # make # make test # make install # make clean (space and then followed by a dash is important on

Re: [GNC] Finance::Quote PreRelease 1.61_03

2024-05-02 Thread Kalpesh Patel
"Gets nothing on my linux." sounds like those modules have not been initialized as your system is NOT running in an "island" configuration since sudo make install works. This might possibly be an outbound firewall issue although if wget and/or curl works then not. Run following: perl -MCPAN -e

Re: [GNC] Identify error transaction in QIF import

2024-04-28 Thread Kalpesh Patel
While this is not specific to the problem at hand (which others have provided work around - namely fall back to GNC 5.5 which likely is to have better success), given that I went through the migration while back (circa GNC v4.3) to import data since at least 1993, these are the lessons I've

Re: [GNC] Any bank that still functions well with AqBanking? Does Paypal?

2024-04-23 Thread Kalpesh Patel
Bryan - GNC does not have extensive of online download capabilities as Quicken does; rightfully so -- that is what Quicken provides in return for purchasing a license for, and that is what Quicken already offers and does well. Most of us, if not all, who came over from Quicken world that wanted

[GNC] F::Q Dependencies list

2024-04-20 Thread Kalpesh Patel
In case you are interested in seeing what packages are needed for F::Q, go to this site.. https://cpandeps.grinnz.com/?dist=Finance-Quote _version==runtime_version=v5.38.2=table

Re: [GNC] GNC] Finance-Quote 1.60 released!

2024-04-18 Thread Kalpesh Patel
I was able to reproduce the issue in Frankfurt so it definitely is "geo" based issue; specifically EU countries. Attached is a drop in replacement YahooJSON.pm module that works with EU and other regions if anyone wants to use it before new package is released that incorporates these changes.

Re: [GNC] Finance-Quote 1.60 released!

2024-04-18 Thread Kalpesh Patel
; Kalpesh Patel Subject: Re: [GNC] Finance-Quote 1.60 released! On 4/17/24 11:57 AM, Kalpesh Patel wrote: > You can also save cookies to a file named cookies.txt as follows: > #curl -c cookies.txt https://login.yahoo.com -I > and then following to display 11 characters crumb by usin

Re: [GNC] Finance-Quote 1.60 released!

2024-04-17 Thread Kalpesh Patel
[Wed Apr 17 14:31:18 2024] crumb : '8CJLZDzzDDN' -Original Message- From: Bruce Schuck Sent: Wednesday, April 17, 2024 1:50 PM To: GnuCash User Cc: kalpesh.pa...@usa.net; rull...@protonmail.com; adam.grif...@gmail.com Subject: Re: [GNC] Finance-Quote 1.60 releas

Re: [GNC] Finance-Quote 1.60 released!

2024-04-17 Thread Kalpesh Patel
Richard, Is this happening on Windows 10 with Strawberry perl? There is one other user is having problem getting secure cookies on Windows 10 which is what this appears to be as well. It is related to some Perl's SSL package being broken or not installed correctly but haven't been able to

Re: [GNC] Finance Quotes Yahoo off the rails again?

2024-04-14 Thread Kalpesh Patel
I have always wondered why two are not in sync... -Original Message- From: Bruce Schuck Sent: Sunday, April 14, 2024 6:14 PM To: David Reiser ; Fross, Michael Cc: david amaral ; gnucash-user@gnucash.org Subject: Re: [GNC] Finance Quotes Yahoo off the rails again? On 4/14/24 3:02 PM,

Re: [GNC] Finance Quotes Yahoo off the rails again?

2024-04-14 Thread Kalpesh Patel
Verbose; not terse ...  gnucash-cli.exe --verbose -Q dump yahoo_json aapl -Original Message- From: David Reiser Sent: Sunday, April 14, 2024 6:02 PM To: Fross, Michael Cc: david amaral ; gnucash-user@gnucash.org; Bruce Schuck Subject: Re: [GNC] Finance Quotes Yahoo off the rails

Re: [GNC] Finance::quote YahooJSON

2024-04-13 Thread Kalpesh Patel
I am currently using modified YahooJSON.pm module for my needs and seems to be working from the States. It is pulling data so far. Head over to https://github.com/ka-patel/dl_quotes/blob/main/FinanceQuote/YahooJSON.pm if you are interested in its early release before Bruce can do his vetting

Re: [GNC] Finance::quote YahooJSON

2024-04-11 Thread Kalpesh Patel
You may want to review my personal project at https://github.com/ka-patel/dl_quotes ... -Original Message- From: Geoff Sent: Thursday, April 11, 2024 7:57 AM To: fromvendor ; 'GnuCash User eMail List' Subject: Re: [GNC] Finance::quote YahooJSON > Is there a way to import data to

Re: [GNC] Split Transactions Version 5.6

2024-04-11 Thread Kalpesh Patel
Just to add some distinction, if you are coming from Intuit's Quicken world then its split is not same as GNC's split ... the way I think is, split happens when "one" side of the transaction in double entry is broken down into multiple segments -- example: going out to a restaurant with a

Re: [GNC] Recording transactions (date)

2024-04-10 Thread Kalpesh Patel
" WOULD honor the check " -- that is the price to be paid because of automation where date, whether hand written out or otherwise, cannot be deciphered correctly 100% of the time by the check processing equipment and its OCR, but the check number is in MICR line which is decipherable by all

Re: [GNC] Recording transactions (date)

2024-04-09 Thread Kalpesh Patel
would think that this “floats” would be a liability account… From: R Losey Sent: Tuesday, April 09, 2024 12:44 PM To: Kalpesh Patel Cc: gnucash-user@gnucash.org Subject: Re: [GNC] Recording transactions (date) I thought "floating a check" means that one issues a chec

Re: [GNC] Recording transactions (date)

2024-04-09 Thread Kalpesh Patel
In the states, isn't that what is called "floats"? -Original Message- From: Liz Sent: Monday, April 08, 2024 6:50 PM To: gnucash-user@gnucash.org Subject: Re: [GNC] Recording transactions (date) On Mon, 8 Apr 2024 17:11:37 -0500 R Losey wrote: > Since I first learned about recording

Re: [GNC] ANNOUNCE: GnuCash 5.6 Released

2024-04-02 Thread Kalpesh Patel
... to the point of auto backup taking place at a set frequency by setting it up ... that is in: Edit --> Preferences --> General: Auto-save time interval -Original Message- From: Geoff Sent: Tuesday, April 02, 2024 6:21 AM To: Dave parker ; Gnucash Users Subject: Re: [GNC]

Re: [GNC] Finance Quotes Yahoo off the rails again?

2024-04-02 Thread Kalpesh Patel
Not sure if anyone answered it or not but really it is a moving target in terms you have to match up which source provides which quotes. Internet is always moving and these data sourcer/aggregator always update along with it as they add/modify/remove what they offer... no one offers entire

Re: [GNC] Imported Transactions Show as Cleared

2024-04-02 Thread Kalpesh Patel
Which format are you exporting as? Not sure which column you are seeing but this is the order I see when I import using CSV importer: Date Amount Description Memo A U+C C Info Additional Comments Out of those, if there is a tick mark in "A" column then the transaction will be added as a new;

Re: [GNC] Finance Quotes Yahoo off the rails again?

2024-03-27 Thread Kalpesh Patel
Looking at "ERROR 429: Too Many Requests." I am guessing that they are throttling your queries because number of requests from IP address you have exceeds what they believe to be a normal person browsing would be making... -Original Message- From: David G. Pickett Sent: Wednesday,

Re: [GNC] gnucash suggestions

2024-03-20 Thread Kalpesh Patel
y format) and adjusting rest of the attributes accordingly. As the painting appreciates, it can be tracked in price database. I am sure there is better way to do so, so comments and/or suggestion are welcome… From: David Warren Sent: Tuesday, March 19, 2024 4:58 PM To: Kalpesh Patel

Re: [GNC] gnucash suggestions

2024-03-19 Thread Kalpesh Patel
Just in case this is lost or not known, a new namespace can be created by simply specifying text in the namespace field when defining a "new" commodity or security. Existing commodity or security can be shuffled or put under a new namespace by editing the security and simply typing in new

Re: [GNC] Help

2024-03-18 Thread Kalpesh Patel
g > > When replying, please edit your Subject line so it is more specific > than "Re: Contents of gnucash-user digest..." > > > Today's Topics: > > 1. gnucash suggestions (J. A. Harris) > 2. Re: UNSUBCRIBE and Lemmy.World (Kalpesh Patel) 3. Re: gnucash > s

Re: [GNC] UNSUBCRIBE and Lemmy.World

2024-03-17 Thread Kalpesh Patel
If the e-mail client is configured via IMAP access to email server, then whatever email is deleted on your client is also removed from your server so you don't need to clean up multiple times... IMAP keeps "one" view for all of the email clients that access those emails. My outlook client is

Re: [GNC] Error Retrieving Gold Price for Price Database

2024-03-12 Thread Kalpesh Patel
answered it already but in case it isn't correct, how should one track its daily Exchange rate since Currencies namespace is not mutable? -Original Message- From: john Sent: Saturday, March 09, 2024 10:35 AM To: Kalpesh Patel Cc: Adrien Monteleone ; Damon Hudac ; gnucash-u

Re: [GNC] Error Retrieving Gold Price for Price Database

2024-03-09 Thread Kalpesh Patel
with Alphavantage at least. GC=F (SI=F for silver) works fine. Regards, Adrien On 3/7/24 10:50 AM, Kalpesh Patel wrote: > Oh! > > XAU symbol is indeed named Gold in Currencies name space which seems > ... ___ gnucash-user mailing list gnucash-user

Re: [GNC] Bill total does not match real total

2024-03-07 Thread Kalpesh Patel
I remember EBCDIC being used heavily during mid '80's on Fortran punch cards... -Original Message- From: Fred Tydeman Sent: Thursday, March 07, 2024 10:08 AM To: stepbystepf...@comcast.net Cc: gnucash-user@gnucash.org Subject: Re: [GNC] Bill total does not match real total Actually,

Re: [GNC] Error Retrieving Gold Price for Price Database

2024-03-07 Thread Kalpesh Patel
Oh! XAU symbol is indeed named Gold in Currencies name space which seems ... -Original Message- From: Kalpesh Patel Sent: Thursday, March 07, 2024 11:44 AM To: 'Damon Hudac' Cc: 'gnucash-user@gnucash.org' Subject: RE: [GNC] Error Retrieving Gold Price for Price Database I don't

Re: [GNC] Error Retrieving Gold Price for Price Database

2024-03-07 Thread Kalpesh Patel
I don't believe GNC by default contains Gold in the currency namespace. It is likely added. For Yahoo purposes thus yahoo_json, XAU or Philadelphia Gold and Silver Index is an index at Nasdaq so query would require caret ('^') prefix so the symbol is '^XAU' (without quotes). For Gold spot

Re: [GNC] Yahoo json unauthorized

2024-03-06 Thread Kalpesh Patel
Is your F::Q up to date? Last version released is 1.59. Version can be displayed by navigating to 'Help' --> 'About' window. It should say "Finance::Quote x.xx" somewhere in the middle of the window. What ever number is x.xx is the version of the installed F::Q. It also could be that it is a

Re: [GNC] How to get a report in a format which is easy to edit?

2024-03-06 Thread Kalpesh Patel
If are you going from HTML to PDF then that sounds like the method employed by that converter and not GNC itself. Once you run the report, if you look at the top of the report window, there is 'Make PDF' button/icon (at least I see it on Windows version of it). Pressing that should save it as a

Re: [GNC] reports

2024-03-02 Thread Kalpesh Patel
There are also non-report way to export transactions latter one after focusing a specific register ... File --> Export --> Export Transaction to CSV -- OR -- File --> Export --> Export Active Register to CSV -Original Message- From: Adrien Monteleone Sent: Friday, March 01,

Re: [GNC] Saving to MySQL 8.0.36

2024-02-29 Thread Kalpesh Patel
Wild guess but could it be your MAC's and/or Windows host firewall settings? Sinwows? Wow, you really hate Windoz$ that much but yet run MySQL on it which was born on Linux... -Original Message- From: Ira Fuchs Sent: Wednesday, February 28, 2024 9:01 PM To: Gnucash Subject: [GNC]

[GNC] Opening a particular register

2024-02-26 Thread Kalpesh Patel
Hi GNC user community - Is there a way to open a specific account register when GNC is launched? I have created a top level account that are "Notes and other reminders" which I would love to see it open up when launched. They are mostly "no value" transactions. While it is unusual use of

Re: [GNC] Trouble importing bills via csv

2024-02-26 Thread Kalpesh Patel
Some financial orgs include commas as thousands, hundreds thousands, etc., separator in CSV to beautify the display. They treat it as a free format string value... A single opening and a single closing double quotes, I believe, are ignored by the importer ... correct me if I am wrong.

Re: [GNC] Problem install Finance::Quote

2024-02-20 Thread Kalpesh Patel
string with a forward slash. -Original Message- From: Kalpesh Patel Sent: Monday, February 19, 2024 1:11 PM To: 'Gustavo Taouil' Cc: 'gnucash-user@gnucash.org' Subject: RE: [GNC] Problem install Finance::Quote I am on Windows platform but most likely one of two issues likely on the Perl

Re: [GNC] Problem install Finance::Quote

2024-02-19 Thread Kalpesh Patel
, 2024 2:02 PM To: Kalpesh Patel Cc: GnuCash List Subject: Re: [GNC] Problem install Finance::Quote If you are onWindows platform, I sugguest you download perl for windows. https://strawberryperl.com/ It may resolve all your problems as it is compatible dow windows. It is what I have

Re: [GNC] Problem install Finance::Quote

2024-02-19 Thread Kalpesh Patel
I am on Windows platform but most likely one of two issues likely on the Perl front as it seems to be universal across platform: Since you forced installed LWP::Protocol::https module, it skipped install of one or more under lying dependent modules so it is broken at its heart even though

Re: [GNC] Looking how to automatically download transactions from Capital One

2024-02-17 Thread Kalpesh Patel
Matatia - First check https://www.ofxhome.com/index.php/home/directory to make sure that CapitalOne is still supporting OFX downloads. Ditto for PayPal... If OFX download is still a live thing, then you can generate a client UID (see

Re: [GNC] GNC UI problem...

2024-02-10 Thread Kalpesh Patel
for resizing those columns. -- Original Message -- Received: Sat, 10 Feb 2024 02:44:21 PM EST From: Robert Heller To: "Kalpesh Patel" Cc: Tommy Trussell , Kalpesh Patel ,GNU Cash User Subject: Re: [GNC] GNC UI problem... > At Sat, 10 Feb 2024 14:36:39 -0500 "Kal

Re: [GNC] GNC UI problem...

2024-02-10 Thread Kalpesh Patel
except for the description column which will shrink to remove the horizontal scroll bar at the bottom by the double left clicks. The list is cc'ed on the replies... -- Original Message -- Received: Sat, 10 Feb 2024 02:14:10 PM EST From: Tommy Trussell To: Kalpesh Patel Cc: Robert Heller

Re: [GNC] gnucash-user Digest, Vol 251, Issue 22

2024-02-10 Thread Kalpesh Patel
Double click the left button on the label of each column from right to left direction. And then lastly go back to the heading 'Description" and double click right button to shrink it so that scroll bars go away.   Date: Sat, 10 Feb 2024 12:47:28 -0500 (EST) From: Robert Heller To:

Re: [GNC] Any official Spanish PGC accounting tree out there?

2024-02-07 Thread Kalpesh Patel
As a FYI: If some has that tree already setup manually, they can export it out from GNC, transport it, and then import it back in into GNC. I have not done this process so YMMV. -Original Message- From: Maria Inmaculada de la Torre Sent: Wednesday, February 07, 2024 1:27 PM To: Nens

Re: [GNC] GnuCash with Interactive Brokers

2024-02-06 Thread Kalpesh Patel
Correct, it is initially set to blank and it sadly does not take any hints from any of those fields at this time. Training the matcher is the only way to populate its heuristics. -Original Message- From: km22 Sent: Tuesday, February 06, 2024 6:28 PM To: Kalpesh Patel Cc: Steve

Re: [GNC] GnuCash with Interactive Brokers

2024-02-06 Thread Kalpesh Patel
Yap, one time deal. It remembers for next time and it won't ask unless it encounters something new. It is similar to us learning to walk in our childhood ... -Original Message- From: Steve Butler Sent: Tuesday, February 06, 2024 1:21 AM To: km22 Cc: Kalpesh Patel ; Gyle McCollam

Re: [GNC] GnuCash with Interactive Brokers

2024-02-05 Thread Kalpesh Patel
. From: Gyle McCollam Sent: Monday, February 05, 2024 8:59 AM To: Kalpesh Patel ; km22 Cc: gnucash-user@gnucash.org Subject: Re: [GNC] GnuCash with Interactive Brokers It doesn't "prefer" either, in fact the import is OFX/QFX. Thank You, Gyle McCollam Gyle McColl

Re: [GNC] GnuCash with Interactive Brokers

2024-02-04 Thread Kalpesh Patel
While I am NOT with Interactive Broker, your best bet is to see if you can download transactions in OFX (Open Financial Exchange) or QFX (Quicken Financial Exchange) format. That would be the best format and I believe most broker-dealers support that format as a download method from their web

Re: [GNC] transaction impossible to reconcile

2024-01-24 Thread Kalpesh Patel
I have ran into this situation in the past. Even though you update certain items and balances, when you save it it reverts back to what it was originally there ... (I think it is a bug but haven't looked into it further). The way I have worked around is to fake it to look like a "new"

Re: [GNC] QIF import ignore account

2024-01-20 Thread Kalpesh Patel
It is not "That is how this old version Quicken does dates of form 20xx" but more or so thank Intuit for proprietary touch to QIF file format where they left good deal of ambiguities. It has behaved like that up to 2017 version which the latest version I had used. You will have to normalize

Re: [GNC] Compare two sets of accounts?

2024-01-20 Thread Kalpesh Patel
Unix diff utility would be very handy to compare csv files... Make use of -i -E -Z -b -w -B and -c options. -Original Message- From: Adrien Monteleone Sent: Friday, January 19, 2024 8:00 PM To: gnucash-u...@lists.gnucash.org Subject: Re: [GNC] Compare two sets of accounts? Along

[GNC] F::Q Interface to GNC for pricing update

2024-01-17 Thread Kalpesh Patel
Looking at the data structure returned by F::Q that is consumed by GNC, am I correct in understanding that GNC is currently designed to consume only one quote for one or more security per firing to update it? ___ gnucash-user mailing list

Re: [GNC] Enhancement: Future sched txn update if updated template.

2024-01-17 Thread Kalpesh Patel
I don't think it is matter of how many SXs you have for how many transactions but is more like if there are already scheduled transaction fired from a given SX, and then you update the template for that SX, how do you back-fill all auto added transactions from that fired SX. Remember that these

Re: [GNC] Feature request: Import assistant, room for big improvements

2024-01-16 Thread Kalpesh Patel
If you make a mistake or error in import, are you going back to Bayesian matcher to tell it that a mistake was made? Those is via 'Tools' -> 'Import Match Editor' navigation There is also 'Show matched information' check box that gives you everything on both sides of the transaction. If

Re: [GNC] Feature request: Import assistant, room for big improvements

2024-01-16 Thread Kalpesh Patel
Use the 'Append' capabilities to keep both sets of information in the description firld. In the matcher window you will see a ability to check box at the bottom of the matches. Albeit it changes your workflows and with few import iteration you'll be able to keep track of both info. I wish there

Re: [GNC] Install Finance::Quotes

2024-01-15 Thread Kalpesh Patel
While I am not on Mac, I recall that the SSL portion of LWP was very hard to compile/install on the *NIX side, especially the needed SSLeay module for older Perl versions which used to be a separate and standalone build. From below SUDO command, it looks you are trying to build for all three

Re: [GNC] Moving from Quicken

2024-01-08 Thread Kalpesh Patel
Old but still good source of information: https://www.bogleheads.org/forum/viewtopic.php?t=234157 If the file has many years of data then suggestion is to start the account with the most amount of transaction to least and start with Bank/CC/Loans types of accounts first before going to

Re: [GNC] Ver 5.5 for Windows import issue

2023-12-31 Thread Kalpesh Patel
For number of the CC issuers, I've observed that that there is subtle changes to the description in last few months which differs from what was provided previously. I am seeing this when I download it for entire year and try to reimport it to validate that all transactions are accounted for.

Re: [GNC] View Transactions After Importing from CSV

2023-12-22 Thread Kalpesh Patel
During the actual importation process, GNC always shows a confirmation dialogue box to take an action on all transaction it found. This is where you get a chance to select 'A' to add transaction, 'U+C' to update and clear matched one, 'C' to clear existing matched one, or select nothing and do

Re: [GNC] Accounting Period Change issue

2023-12-19 Thread Kalpesh Patel
be at the same "critical" level as those examples, we shouldn't nonetheless not have sight of it. I definitely see that you have employed very fail-safe workflow -- for that I commend you for it and my hats offs to you... -----Original Message- From: Michael or Penny Novack Sen

Re: [GNC] Accounting Period Change issue

2023-12-19 Thread Kalpesh Patel
Haha… Honey Butter Cinnamon Sweet Potato Fries, please … two of them. From: G R Hewitt Sent: Monday, December 18, 2023 3:32 PM To: Kalpesh Patel ; GnuCash User List Subject: Re: [GNC] Accounting Period Change issue Will you want fries with that? On Mon, 18 Dec 2023 at 20:13

Re: [GNC] Import issue

2023-12-19 Thread Kalpesh Patel
Message- From: john Sent: Monday, December 18, 2023 8:55 PM To: Kalpesh Patel Cc: David Carlson ; Gnucash Users Subject: Re: [GNC] Import issue Somebody commented out all of the DEBUG logging statements in import-backend.cpp so you'd need to uncomment them then build GnuCash yourself

Re: [GNC] Import issue

2023-12-18 Thread Kalpesh Patel
engine in a debug mode, similar to F::Q debug facility. I am still on 4.14 version of GNC but I wouldn’t mind a pointer to a documentation showing debugging various major functions. From: David Carlson Sent: Monday, December 18, 2023 5:51 PM To: Kalpesh Patel ; Gnucash Users Subject: Re

Re: [GNC] Import issue

2023-12-18 Thread Kalpesh Patel
After spending some time looking at downloaded data, I've noticed that, sadly, a lot of banks and credit card companies are now appending dates in the far right to the description of the actual transactions which makes them very hard to zero in as a match when imported. You'll need to play

Re: [GNC] Accounting Period Change issue

2023-12-17 Thread Kalpesh Patel
There was an outstanding bug reported for it ... and fixed but somehow it might be back again: https://bugs.gnucash.org/show_bug.cgi?id=798709 There was an old bug reported as well: https://bugs.gnucash.org/show_bug.cgi?id=745841 -Original Message- From: Fred Tydeman Sent: Sunday,

Re: [GNC] USAA OFX Direct Connect stopped working

2023-12-17 Thread Kalpesh Patel
It might be wise to wait until after the weekend is over. As an IT person I can tell, at least from my experience leading teams, that disruptive and or large changes/releases tend to get scheduled over the weekend. If they are updating then by Monday market open they end up being auto-magically

Re: [GNC] Nice to Have?

2023-12-14 Thread Kalpesh Patel
I think Grace means that when you fire up GNC, it displays scheduled transaction window which has all of the transactions configured in that book. She (and I) think just displaying what is being added at that firing up should display only for the ones that are applicable for that fire up and

Re: [GNC] Definition of document root

2023-12-11 Thread Kalpesh Patel
I set my global as either '/' (root) on *NIX systems or "file://C:\" or applicable drive letter where they are located on Windows. There are many way to slice-&-dice the path ... this at least forces me to make sure that all computers that I make use of have a consistent location for storing

Re: [GNC] How to change date of balance on register?

2023-12-11 Thread Kalpesh Patel
There is really not a way to specify the date range the way I think you want to -- like today to end-of-month or today to infinity -- that is somewhat dynamically adjusting per se. As David mentioned, you can select from pre-built ones by putting a check mark in the ones that you want to

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

2023-12-05 Thread Kalpesh Patel
Q6600 that was put together back in 2008… From: G R Hewitt Sent: Tuesday, December 05, 2023 12:45 PM To: Kalpesh Patel ; GnuCash User List Subject: Re: [GNC] Advise me please: go up to 5.4.2 or stay at 4.13? There is always a drive to have the latest iteration of this, that and the other

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] 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

[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] Reconciliation with a strange opening balance

2023-11-14 Thread Kalpesh Patel
While "Finding reconciliation discrepancies from previous statements can be extremely tedious and GnuCash doesn't have any tools to help. There's not even a way to display historical reconciled balances." is correct, the Banks (and by their proxy their Information Systems) have stepped up and have

Re: [GNC] I need basic help

2023-10-25 Thread Kalpesh Patel
I reckon that is why this wonderful World accommodates more than 'One size fits all' ... hence also there are more than one school in the World! I mean I go and ask SME's when I am outside of my expertise. I hope nothing is wrong with it. Now on to figuring out which school to go ...

Re: [GNC] Bulk invoice printing

2023-10-17 Thread Kalpesh Patel
I believe they are looking for something similar to mailing label creator or mail merge in M$ Word, which could in theory work here unfortunately I have never attempted before as I am not a "business" user of GNC so YMMV. Export out members (vendors?) as a CSV file from GNC, then create a

Re: [GNC] Help

2023-10-11 Thread Kalpesh Patel
Just to recap what is being asked ... the basics are as follows (which are likely covered somewhere in the fine manual): 1A) On Windows, there are steps that you need to take to install Perl and Finance::Quote module: - Click on the search (the magnifying glass) and type in 'Install Online

Re: [GNC] OFX Import Mappings

2023-10-08 Thread Kalpesh Patel
FYI... GC has behaved this way for quite a while now, but frequently I just manually enter if there are just a few transactions. I only think about it when I do an import (like for an end-of-quarter) On Sun, Oct 1, 2023 at 8:04 PM Kalpesh Patel wrote: > Rob - It is Import Map Editor. What

Re: [GNC] OFX Import Mappings

2023-10-01 Thread Kalpesh Patel
Rob - It is Import Map Editor. What you want to select is the 'Online' at the top where you will see three total choices - Bayesian (selected by default), Non-Bayesian and Online. Unfortunately you can only delete entries here in the Import Map Editor so find the one that is errant as mentioned

Re: [GNC] Importing stock prices from a CSV file

2023-10-01 Thread Kalpesh Patel
Attached is a file of what it would look like with same security prices for different day and with multiple of these examples repeated for other securities and/or indexes ... -Original Message- From: Kalpesh Patel Sent: Sunday, October 01, 2023 7:49 PM To: 'flywire' ; 'Ove Grunnér

Re: [GNC] Importing stock prices from a CSV file

2023-10-01 Thread Kalpesh Patel
Just to remove any confusion, the CSV format of the importing stock prices as of GNC v4.18 is as follows (which I don’t believe has changed in later and 5.x version)... "NAME_SPACE","TICKER_SYMBOL",date,"PRICE","QUOTE_CURRENCY" One line per record each formatted as denoted above. Double quotes

Re: [GNC] loading custom F::Q module from GNC

2023-08-23 Thread Kalpesh Patel
:\Strawberry\perl\site\lib\Finance\Quote folder and quote.pm module. From: Murugan Muruganandam Sent: Wednesday, August 23, 2023 2:03 PM To: Kalpesh Patel ; gnucash-user@gnucash.org Subject: Re: [GNC] loading custom F::Q module from GNC Kalpesh I use a privately developed module

[GNC] loading custom F::Q module from GNC

2023-08-23 Thread Kalpesh Patel
Is there a simpler way, by way of possibly configuration specification, from GNC to utilize a privately developed F::Q module for pricing without modifying any of the official underlying release code for F::Q? >From reading F::Q documentation, it mentions that I can pass the privately

Re: [GNC] Chase ofx support?

2023-08-16 Thread Kalpesh Patel
There is not any direct connect support anymore with Chase. They shuttered it for good. -- Original Message -- Received: Tue, 15 Aug 2023 05:10:22 PM EDT From: D Ducky To: Kalpesh Patel , 'John Ralls' Cc: 'Jon Schewe' , 'Gnucash Users' Subject: Re: [GNC] Chase ofx support? > I

Re: [GNC] About auto-completion

2023-08-15 Thread Kalpesh Patel
I would like to search both ways. I am not certain if this facility exists or not for this specific case but perhaps anchors, similar to regex anchors, can be used to tell parser/searcher to either do at certain place like '^Chase' would entail looking for an account that ONLY starts with Chase

Re: [GNC] Strange prices update issue (possibly with TSP)

2023-08-15 Thread Kalpesh Patel
Appreciate bringing up the updated F::Q to my attention. I'll re-approach in that direction. I'll also make note of addressing it via GitHub issue tracker. -Original Message- From: John Ralls Sent: Monday, August 14, 2023 8:30 PM To: Kalpesh Patel Cc: Gnucash Users ; Bruce Schuck

Re: [GNC] Chase ofx support?

2023-08-14 Thread Kalpesh Patel
Chase does supports download in CSV, QFX, QIF and QBO formats for Credit Card and Bank accounts. QFX format seems to be the best and then importing it as a OFX/QFX has worked well ... -Original Message- From: John Ralls Sent: Monday, August 14, 2023 4:43 PM To: D Ducky Cc: Jon Schewe

Re: [GNC] Strange prices update issue (possibly with TSP)

2023-08-14 Thread Kalpesh Patel
or the source and called to action. On to debugging the Perl LWP module... -Original Message----- From: Bruce Schuck Sent: Friday, August 11, 2023 9:40 PM To: gnucash-user@gnucash.org Cc: Kalpesh Patel ; john Subject: Re: [GNC] Strange prices update issue (possibly with TSP) On Aug

  1   2   3   >