Re: [GNC] GC Best Practices for Investment Management

Yes, I think it's very useful to have all of my financial data in GC, even tho it doesn't do everything that I want.  I haven't found the brokerage firms analysis tools useful.   They seem to be oriented toward the active investor & do their best to encourage trading. I'm an index fund, buy and

Re: [GNC] GnuCash 5.4 Repackaged

g to GnuCash and not reducing the number of options with the goal of reducing the amount of maintenance and work required to use GnuCash. While I am sure that there are plenty of reasons for GnuCash doing things this way, it seems to be a real drag on the project's success. Hope this helps! Brad

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

Here's a couple of examples: https://wiki.gnucash.org/wiki/Importing_fund_or_stock_prices_from_an_OFX_file https://wiki.gnucash.org/wiki/Stocks/get_prices On 9/29/23 16:33, flywire wrote: I'll work with the Price Import Assistant druid. Is it actually documented? I found

Re: [GNC] Reply convention

/MailingListEtiquette) can be adjusted by the mailing list user at the email client level? Thanks, Brad On 7/19/23 14:10, R Losey wrote: On Wed, Jul 19, 2023 at 5:05 AM Chris Green wrote: On Tue, Jul 18, 2023 at 03:28:34PM -0500, R Losey wrote: On Mon, Jul 17, 2023 at 3:37 AM Paul Feakins

Re: [GNC] Need advice I use Quickbooks and only for personal use. All I do is bank accounts entries & credit cards, just use P & Balance Sheet reports

lp GnuCash apply to SFC &/or SPI to become a fiscally sponsored nonprofit, but I would need help and permission. Thanks, Brad On 8/12/23 06:39, Michael or Penny Novack wrote: On 8/12/2023 9:02 AM, Brad Morrison wrote: Hi Gregory/Susan/Richard/all, I think that it is important to remembe

Re: [GNC] Need advice I use Quickbooks and only for personal use. All I do is bank accounts entries & credit cards, just use P & Balance Sheet reports

may not be tax deductible if the taxpayer itemizes their deductions (https://www.irs.gov/taxtopics/tc506). Good luck! Brad On 8/8/23 12:10, R Losey wrote: On Tue, Aug 8, 2023 at 6:40 AM Gregory Robertson wrote: I'm use to QuickBooks Pro but as I mentioned I only use a few of the features.

Re: [GNC] Addition to basis

o do? Maybe I am just not understanding, are there more details that you could share with us? Thanks, Brad P.S. Although I like to include all the related emails in my response, Thunderbird (the email client I use - https://www.thunderbird.net/en-US/) is separating flywire's email, even th

Re: [GNC] Wells Fargo OFX

Hi Chris/all, Did you already review the information & links from my last email responding to your OFX/online banking issues? https://lists.gnucash.org/pipermail/gnucash-user/2023-July/107875.html If so, did you have more specific questions? Thanks, Brad On 7/22/23 19:13, Chris Mi

Re: [GNC] user groups that meet in person?

om US taxpayers are not deductible, but still greatly appreciated - https://gnucash.org/donate.phtml Apologies for 'hijacking' your post, but you likely figured out that with no responses in 4 days, the basic answer was no. Good luck! Brad On 7/13/23 14:38, Steve Freeman wrote: Are there any us

Re: [GNC] Migration and On-lind banking Manuals

-firms) I include that last part just to make any expectations you might have more grounded in the reality of GnuCash's current capabilities. Good luck! Brad On 7/16/23 19:22, David Cousens wrote: Chris, If you will have ongoing access to Quickbooks then it is reasonable just to

Re: [GNC] Finance::Quote - AlphaVantage Trade Currencies

ailman/ & https://en.wikipedia.org/wiki/GNU_Mailman 2.5 securities per minute seems really slow! Brad On 7/16/23 15:52, Bruce Schuck wrote: Hello again, At some point I am going to take a break from F::Q, I thought this weekend I was going to escape. ### For the question, skip to the ne

Re: [GNC] installing Gnucash

Hi Warren, Have you already followed the instructions on the Wiki for the operating system on the device that you are using? https://wiki.gnucash.org/wiki/Installation Brad On 7/14/23 20:25, Warren Dinte wrote: Could you please give me a step by step guide fore installing GnuCash.I

Re: [GNC] automatically account for gst on random purchases

is not a 501c3 nonprofit, nor a fiscally sponsored project of an existing, registered 501c3 nonprofit (https://lists.gnucash.org/pipermail/gnucash-user/2023-May/106798.html), so those donations may not be tax deductible (https://www.irs.gov/help/ita/can-i-deduct-my-charitable-contributions).

Re: [GNC] OFX transactional data downloads from FDIC insured banks

into Plaid later - https://en.wikipedia.org/wiki/Plaid_Inc. Thanks, Brad On 5/22/23 11:21, Kalpesh Patel wrote: I can confirm thathttps://www.chase.com/ provides download of accounts (credit card, checking or saving) in QFX format from their web site. At one Chase even provided direct connect OF

[GNC] OFX transactional data downloads from FDIC insured banks

://en.wikipedia.org/wiki/Open_Financial_Exchange & https://financialdataexchange.org/ofx) or does Bank only allow proprietary/patented/corporate file formats (like QFX, owned by Intuit) for transactional data downloads? Thank you, Brad" I changed the email subject title

Re: [GNC] Tax report options (flywire)

member of FDX, but that maybe something to consider...? Brad On 5/17/23 12:08, Alex Aycinena wrote: On Wed, May 17, 2023 at 9:00 AM wrote: -- Forwarded message -- From: flywire To: Gnucash Users Cc: Bcc: Date: Wed, 17 May 2023 17:17:45 +1000 Subject: Re: [GNC] Tax report opt

Re: [GNC] Tax report options

individual returns and not fiduciary (estates, trusts) returns... It does not look like Open Tax Solver supports form 1116 - https://opentaxsolver.sourceforge.net/forms.html Brad On 5/14/23 07:43, Fred Tydeman wrote: When I get the 1099 DIV forms for mutual funds and stock brokerage accounts,

[GNC] W3C Web Developer Tools

://opentaxsolver.sourceforge.net/index.html and that website only took about 51 seconds to complete the link checker process... In solidarity, Brad ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https

Re: [GNC] Status of SourceForge tip jar

s about fiscal sponsorship have been made and if anyone else is interested, we can discuss the nuances further... Brad On 5/3/23 14:29, Wally Hackenslacker via gnucash-user wrote: Done! Paypal transaction ID: 3U743030XD777840W I know it's not much but I hope it's useful to the project. Tha

Re: [GNC] Turn of drop list when entering data in memo/description line

.com/ with the most current version being 21.1) and the versions of Gnucash in the LM 20.3 software manager are "Version: 3.8, Build ID: 3.8b+(2019-12-29), Finance::Quote: 1.49" for the direct package and "4.10+" for the Flathub/Flatpak version. Brad On 4/29/23 03:14, Trevor Dempse

Re: [GNC] Atualização GnuCash versão 5.0

top, Gnucash-br (https://lists.gnucash.org/mailman/listinfo/gnucash-br), seems to be specifically for "brasileiros." Good luck! Brad What Eduardo wrote in English (according to DuckDuckGo's translator): "Good morning. It normally used GnuCash until version 4.13, performing transa

Re: [GNC] Can't reenter password for OFX DirectConnect

organizations. I'm open to any suggestions/ideas/help if anyone else is interested in this project... Onward and upward, Brad On 4/24/23 13:59, Thepwnd via gnucash-user wrote: This is a weird one for me. I have an account with Regions Bank that I wanted to connect to GnuCash, so I walked thr

Re: [GNC] Company plan for stocks and stock options

nsation on your W2 - https://www.irs.gov/forms-pubs/about-form-w-2 Brad On 4/4/23 12:26, john wrote: The whole bucket of deferred compensation is really complicated and how you account for it is tied up in tax law. If the value of the options, stock plan, retirement plan subsidies, and whatever el

Re: [GNC] easy way to total number of transactions and USD ammounts

t required to produce a form 1099K for you for 2022, just FYI. It reminds me of that old Greg Palast (https://en.wikipedia.org/wiki/Greg_Palast) phrase, "The best democracy money can buy." In other IRS/US tax news - https://www.propublica.org/article/how-to-file-taxes-for-free-without-t

Re: [GNC] Temporary Website URL

with GnuCash is to increase adoption among professional bookkeepers in the US. Now that the GnuCash websites are working again, I can get back to trying to do that. Brad On 3/19/23 10:36, Murugan Muruganandam wrote: Brad i agree with David, the website issue was an blip which was solved usin

Re: [GNC] QuickBooks to GnuCash Migration Script improvements

to GnuCash (?), but after trying to read that LWN article, I'm guessing that most GnuCash users either migrated their data 'manually' or just started fresh with GnuCash...? Ouch! Still it is super helpful to even understand the issues involved more fully - thanks again! Brad On 3/22/23 08:05

Re: [GNC] Temporary Website URL

if the main GnuCash website still doesn't work, it is hard to write such emails at all. Brad On 3/17/23 11:00, Ken Pyzik wrote: So checking websites statuses today: https://www.gnucash.org - privacy/certificate error http://www.gnucash.org - Default appache2 page https://code.gnucash.org/

Re: [GNC] Looking for setup and/or bookkeeping help

aching - good luck Bob, Brad On 3/1/23 10:28, Bob Treumann wrote: Are there any accountants or bookkeepers who specialize in gnucash? Or other power users who would help me out?I would expect to pay. I have my small business ( S-Corp ) gnucash account set up in a cloud database so the pers

Re: [GNC] Gnucash,org url is now working

ttps://www.astound.com/texas/ & https://en.wikipedia.org/wiki/Grande_Communications) been able to get Linas & the host machine back online yet since the February 11 storms in Austin, TX? Brad On 3/3/23 09:03, john wrote: That's been broken since Linas upgraded the host machine in Janua

Re: [GNC] Gnucash,org url is now working

willing to bet that this list has far more subscribers than all of our NBLUG lists combined (we have about 250 on the 'talk' list and about 450 on the 'announce' list). Thanks, Brad On 2/21/23 21:00, Ken Pyzik wrote: Tested it this evening - 9:00PM PST in the US.www.gnucash.org<http://www.

[GNC] Is anyone else having difficulty accessing the https://gnucash.org/ homepage?

- not exactly an impressive introduction... Thanks, Brad ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC

[GNC] monthly balance report

I'd like to have a report which monthly shows monthly balances and totals for a few accounts.  They are all cash asset accounts. I couldn't find quite what I wanted , but here's my work around, plz let me know if there is a report which will give me what I'm looking for. The one called Asset

Re: [GNC] More UI downgrades

I don't see your grey box issue.  I can click on any field, deposit, withdrawal, shares, etc and edit the number.  GC 4.8, xubuntu 20.04 On 9/10/22 08:43, Russell Gadd wrote: It seems every time I upgrade there is some deterioration in user interface design. I upgrade to Gnucash when I upgrade

Re: [GNC] How to manage multiple accounts (as in separate gnucash databases)?

On 4/27/22 02:13, Chris Green wrote: On Tue, Apr 26, 2022 at 07:49:02PM -0600, brad wrote: On 4/26/22 09:25, Chris Green wrote: I have several gnucash accounts files (sqlite databases in my case) spread around my system. When I go to a specific directory and run GnuCash I just want

Re: [GNC] How to manage multiple accounts (as in separate gnucash databases)?

I'm not clear on what the problem is (unless you're on a Mac). On my system (linux), In the file manager, navigate to the folder, find the file you want to open, and double click it.  It only opens that database.  What's confusing? On 4/26/22 09:25, Chris Green wrote: I have several gnucash

Re: [GNC] Question about transfers

It looks like using sub-accounts to track amounts designated for a specific purpose going into and out of accounts will work great. Thanks everyone. Brad On Sat, Apr 23, 2022 at 11:14 AM Brad wrote: > > I like the idea of using sub-accounts. I will test it out and report back. &g

Re: [GNC] Question about transfers

I like the idea of using sub-accounts. I will test it out and report back. Thanks. On Fri, Apr 22, 2022 at 7:37 PM David H wrote: > > Brad, > > If I were to do this I think I'd look at creating sub-accounts under the > Transfer To account - i.e. > > Assets >>

Re: [GNC] New to GnuCash SQLite on Windows: I have questions

On ubuntu linux the X shuts it down cleanly. On 4/21/22 06:36, Derek Atkins wrote: On Thu, April 21, 2022 8:11 am, Chris Green wrote: On Thu, Apr 21, 2022 at 08:07:03AM -0400, Derek Atkins wrote: GnuCash deletes the LNK files when it shuts down cleanly. If they still exist, that means either

Re: [GNC] Question about transfers

rules. Two entries to transfer the funds from one account to another, and then one to show the funds going to the property tax expense. Oh, and I guess two more when I write the check to the county. Thanks. Brad On Fri, Apr 22, 2022 at 3:54 PM Stan Brown wrote: > > > On 2022-04-22 14

[GNC] Question about transfers

like. Thanks in advance for your help. Brad ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please

Re: [GNC] Gnucash 3.8 Questions

For sharing access I think a shared Dropbox folder would be safe and sufficient.  Other possibilities which I'm not as familiar with would be Google Drive and One Drive. On 3/7/22 00:56, Lokesh Yagnik wrote: Dear all, I am not an accountant but with the help of the various threads I have

Re: [GNC] mac fails to open gnucash file

, brad wrote: I think I have this sorted out. I did try File->Open, but it didn't work. I did know about the 'Known Mac Thing', so annoying. Something not obvious, probably a bug. When GC fails to open the last file, because it isn't there or the Sambashare hasn't been mounted yet, a GUI p

Re: [GNC] mac fails to open gnucash file

Adrien On 3/4/22 8:07 PM, brad wrote: Upgraded to 4.9.  It still fails to open.   Also when closing GC it crashes.  I don't know if the list will allow it, but I'll attach the crash report. ___ gnucash-user mailing list gnucash-user@gnucash

Re: [GNC] mac fails to open gnucash file

or 4.9 fixed it. Either should be compatible with 4.8 on Linux. Will On 2022 Mar 4, at 03-04 18:39:04, brad wrote: I suddenly can't open a gnucash file (it worked recently) on Mac. Gnucash 4.8. The Mac recently updated to 12.2.1, Monterey & that may have broken gnucash. It will have an e

[GNC] mac fails to open gnucash file

over to the Mac and it can't open it on the hard drive either.   I've tried opening from finder, or from GC If the answer is to update GC to 4.9 on the mac, can I keep running 4.8 on linux and be compatible? Thx Brad ___ gnucash-user mailing list gnu

Re: [GNC] Setting up Government Bond

I think the problem may be that you do need to treat it as a security (like a stock).    When you enter the transaction you need to enter the number of shares and the total cost and let the price per share be automatically filled. On 2/23/22 08:43, Suseno Dermawan wrote: Hi all, I'm recently

Re: [GNC] GnuCash Backup

There's a tool called rsnapshot on linux that is pretty easy to use.   (rsnapshot.org) On 2/22/22 18:01, Chris Good wrote: Message: 1 Date: Tue, 22 Feb 2022 10:49:42 -0700 From: Mario Nigrovic To: gnucash-user@gnucash.org Subject: [GNC] (no subject) Message-ID: Content-Type:

[GNC] Question on Parent Accounts

Need to have a new parent account (Cost of Goods Sold) … not able to determine how to go about setting up a new parent account Sent from Mail for Windows ___ gnucash-user mailing list

Re: [GNC] GNUCash & Macros

There used to be a wiki page with some examples for using the python bindings.   I don't see it anymore, but I did notice examples on git https://github.com/Gnucash/gnucash/tree/maint/bindings/python/example_scripts I'm using a python script to do exactly what the OP is looking for & it looks

Re: [GNC] A repository for user-contributed files

Is that page linked to on another wiki page?  Perhaps it doesn't get attention because no one knows it is there On 12/31/21 08:19, David Carlson wrote: There is a page in the GnuCash WIKI for user "Tool" submissions. It does not get as much attention as it deserves. It is located here: <

Re: [GNC] Backports in Ubuntu? was: Ubuntu binary fairly dated

Later versions of Ubuntu are not too far out of date 21.10: 4.4 21.04: 4.4 A month or so ago I was asking a similar question & someone posted a script to build it.  See attached (hopefully). It worked for me except the location of the binary was a bit confusing. On 12/3/21 5:24 PM, Mike

Re: [GNC] Newest version for Ubuntu 20.04 LTS

Don't you need to be in $SOURCEDIR for the git commands? On 11/19/21 12:10 AM, david whiting wrote: Hi Brad, Once you have the sources you can use git to checkout any previous version you want. To see the tagged versions, in a terminal type: git tag The last 10 lines show: 4.2-post-string

Re: [GNC] Newest version for Ubuntu 20.04 LTS

David,  Will your script build the latest stable release?  If not what do I change to do that? On 10/2/21 11:48 AM, david whiting wrote: Hi Jeff, On Wed, 29 Sept 2021 at 07:11, Jeff wrote: [...] I would settle for a copy of "Building the Newest Version of GNC for Dummies Course" book.

Re: [GNC] Best way to upgrade from an old version (2.6.14) to current

I'm a bit confused as to the best update method.   These seem to be differing methods, incrementally updating GC (3 steps), or jump to 4.4 (1 step) and let it do the data update in one step.    Is the JR one step method reliable for a big file with many accounts? On 1/8/21 10:15 AM, John

Re: [GNC] OFX import, wrong base account

ions. Find the wrong one and remove it. Jean On 8/18/20 10:36 AM, brad wrote: I'm still looking for ideas on this.   I'm comfortable unzipping the gc file and tweaking with a text editor if that's what needs to be done. On 8/10/20 1:52 PM, brad wrote: I tried to import an OFX from a different i

Re: [GNC] OFX import, wrong base account

I'm still looking for ideas on this.   I'm comfortable unzipping the gc file and tweaking with a text editor if that's what needs to be done. On 8/10/20 1:52 PM, brad wrote: I tried to import an OFX from a different institution, a credit card this time, it was a bank last time.   It used

Re: [GNC] OFX import, wrong base account

it seemed to randomly pick another account as the Source Account. On 8/10/20 12:57 PM, brad wrote: I'm running my 1st OFX import since updating to 3.8 and the ofx import is going to the wrong base (source) account.    How do I change that?? I see this in the help *|"GnuCash|* then opens an Ac

[GNC] OFX import, wrong base account

I'm running my 1st OFX import since updating to 3.8 and the ofx import is going to the wrong base (source) account.    How do I change that?? I see this in the help *|"GnuCash|* then opens an Account Selection dialog to select an account in your CoA to match to an account name in the import

Re: [GNC] How to transfer investment

' button Now it will show both accounts,  enter the same number of shares (+ this time) and the same price in the other account. On 12/14/19 8:50 AM, Heide Wang wrote: Hi Brad, Thank you for your reply. Can you be more specific? Heide On 12/12/19 2:12 PM, brad wrote: I don't think you'd have

Re: [GNC] How to transfer investment

I don't think you'd have to show it as a sell to cash, just open the split dialog and enter the shares,  sell on one line, buy on the other. On 12/10/19 7:11 PM, Heide Wang wrote: I have stocks in two different account. if I need to transfer the investments (stocks) from one account to

Re: [GNC] alpha advantage

I switched to the quote source 'Yahoo as JSON'  & it works great. On 10/28/18 11:50 PM, Steven Anter wrote: version of gnucash = 3.0 OS = windows 10 Changes = none, other than adding a couple new securities A couple securities = NYSE:AA FUND:VTSAX

Re: [GNC] Next release of F::Q

My version of  AlphaVantage.pm in /usr/local/share/perl/5.26.1/Finance/Quote/AlphaVantage.pm has no maxQueries variable.   I just ran gnc-fq-update.   Do we need to get the latest from github? On 08/16/2018 03:20 AM, Erik Colson wrote: Hello all, I'm on some extended vacation and will be

Re: [GNC] Finance::Quote still not working with alphavantage

I just updated to xubuntu 18.04 and the packaged gnucash 2.6.19, and I still have to update Quote.pm with this. https://raw.githubusercontent.com/mtalexander/finance-quote/6ee43ea08b504617142139fda41ae45be865fa38/lib/Finance/Quote.pm From the list: On Sat, Mar 31, 2018 at 9:49 PM, Chris Good

Fw: Re: Getting Active Perl

Thanks for telling me. I am new to using mailing list an unfamiliar with the guidelines/rules.Can you guide me to information about how to do so? Regards, Brad  - Forwarded Message - From: Geert Janssens <geert.gnuc...@kobaltwit.be>To: Brad Lane <bwl...@yahoo.com>Se

Getting Active Perl

get Finance::Quote? Regards, Brad  ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see

batch edit security editor

Since it sounds like alphavantage is going to be slower than yahoo and I have quite a few securities that I don't need to get quotes for anymore I turned off 'get online quotes' for everything with a script edit of the xml file.   Then I can update the relatively few securities I need with

Re: Finance-Quote 1.44 released!

On my xubuntu, gnc-fq-update isn't there.  I ran sudo perl -MCPAN -e shell Then in the perl shell: reload index upgrade Finance::Quote If I didn't 'reload index' it wasn't getting the latest. On 11/07/2017 03:39 PM, John Ralls wrote: The simplest way is to run `sudo gnc-fq-update`.

Re: Finance-Quote 1.42 released!

I got the system error in gnucash yesterday too, with FQ 1.40. I'm not getting that error right now, but not getting the quotes either.   I've updated to 1.43 Running the identical gnc-fq-dump cmd, sometimes gives an error & sometimes works gnc-fq-dump -v alphavantage IWD --- snip non

Re: F::Q 1.40 uploaded

alphavantage works with the few funds that I tried. Anybody have a quick way to change all quote sources from yahoo to alphavantage? On 11/05/2017 12:44 PM, Erik Colson wrote: ... Please note that while AlphaVantage does appear to offer quite a bunch of quotes, it doesn't seem to support

Re: F::Q not working... any ideas for workaround ?

It might be possible to use this https://www.vertex42.com/ExcelTemplates/excel-stock-quotes.html and then use the python backdoor to import the prices. There might be something useful here: https://wiki.gnucash.org/wiki/Importing_fund_or_stock_prices_from_an_OFX_file I'm going to wait a few

Re: finance-quote error

Running gnc-fq-check on the cmd line lists the sources that fq can use.  I've tried a bunch of those sources, but none work.   If anyone finds one that works for US funds or stocks plz let us know. I looked at the fq developers email list & they're aware of the problem, one guy said that he'd

finance-quote error

get quotes just quit working. Gnucash 'Get Quotes' results in: Unable to retrieve quotes for these items: followed by what looks to be all of my securities If I run on the cmd line gnc-fq-dump -v yahoo VT No results found for stock VT, but results were returned for the stock(s) HTTP/1.1