On 2023-03-19 08:26, Kalpesh Patel wrote:
> In the US I highly recommend that you look into placing security freeze on
> your credit files and at ChexSystems at minimum, which now is free for
> everyone unlike in the past where you were charged fee for it.
Excellent advice. (Thanks for
ur account.
> --
>
> Message: 1
> Date: Sat, 18 Mar 2023 08:35:57 -0700
> From: Stan Brown
> To: gnucash-user@gnucash.org
> Subject: Re: [GNC] Help with downloading transactions.
> Message-ID: <7770b345-5253-7fc6-2edd-15c70d27b...@fastmail.fm>
> Content-Type: text/plain; ch
This is how I'd use it... I know what I want to track, and the download
won't have that information, so I want to enter things by hand and then
verify by downloading... currently, I verify by reconciling.
On Fri, Mar 17, 2023 at 9:28 PM John Layman
wrote:
> There is also the hybrid option of
On 2023-03-18 06:13, Simon Roberts wrote:
> I feel compelled to add my agreement with Alan. This kind of crime is on
> the rise and we're all vulnerable.
And that's why it's important to monitor accounts no less often than
every few days -- waiting till the end of the month gives fraudsters too
ecked my statement every month the first and third scams might not
> have been picked up as quickly or even at all.
>
>
>
> Alan A Holmes
>
> -Original Message-
> From: gnucash-user alanaholmes.me...@gnucash.org> On Behalf Of Phyllis Bruce
> Sent: 1
...@comcast.net
Cc: gnucash-user@gnucash.org
Subject: Re: [GNC] Help with downloading transactions.
I did for many years retain my receipts for credit card charges and match every
one to the statement. Same with checks, etc. The banks so seldom make a
mistake that I find it a waste of time
On Behalf Of ed...@billiau.net
Sent: Friday, March 17, 2023 4:57 AM
To: gnucash-user@gnucash.org
Subject: Re: [GNC] Help with downloading transactions.
On Thu, 16 Mar 2023 15:38:25 +
Gyle McCollam wrote:
> You really should try to download and import transactions.
This is a philosophical po
<mailto:gmccol...@gyleshomes.com>email
*From:* gnucash-user
on behalf of
George Riner
*Sent:* Friday, March 17, 2023 7:33 PM
*To:* gnucash-user@gnucash.org
*Subject:* Re: [GNC] Help with downloading transactions.
I'm
One thing that I am having trouble figuring out how to adapt to with
imports in any format is getting the transfer account right, particularly
with such things as "Zelle", which my bank gives very little additional
information with. For those, sometimes there is an invoice in the mail but
we
hank You,
Gyle McCollam
Gyle McCollam
gmccol...@live.com<mailto:gmccol...@gyleshomes.com> email
From: gnucash-user on
behalf of George Riner
Sent: Friday, March 17, 2023 7:33 PM
To: gnucash-user@gnucash.org
Subject: Re: [GNC] Help with dow
> On Mar 17, 2023, at 7:33 PM, George Riner wrote:
>
> I wish there was a way to turn off the 'Bayesian" amount matching. Because I
> don't want to be close, I want to be exact. So when reconciling I have to
> carefully watch the matching transactions to make sure they're aren't off by
>
I'm and 'M' and a 'K'. I download from banks and I reconcile. I'm also
a enter-by-hand (I don't know what letter-type that would be).
I like downloading because it catches things I don't get receipts for
and that I forget to hand-enter. On-line purchases, gas pumps that run
out of receipt
On 2023-03-17 14:16, Phyllis Bruce wrote:
> I did for many years retain my receipts for credit card charges and match
> every one to the statement. Same with checks, etc. The banks so
> seldom make a mistake that I find it a waste of time. In recent years one
> of my banks has issued a
I did for many years retain my receipts for credit card charges and match
every one to the statement. Same with checks, etc. The banks so
seldom make a mistake that I find it a waste of time. In recent years one
of my banks has issued a correction. That's good enough for me.
On Fri, Mar 17,
On Fri, 17 Mar 2023 11:49:52 -0400
Michael or Penny Novack wrote:
> > This is a philosophical point.
> > There is group "M" who always enter every transaction first in their
> > books and then use the bank documents to reconcile
> >
> > and
> >
> > There is group "K" who enter some things and
email
From: gnucash-user on
behalf of ed...@billiau.net
Sent: Friday, March 17, 2023 4:57 AM
To: gnucash-user@gnucash.org
Subject: Re: [GNC] Help with downloading transactions.
On Thu, 16 Mar 2023 15:38:25 +
Gyle McCollam wrote:
> You really should try to download and import tra
This is a philosophical point.
There is group "M" who always enter every transaction first in their
books and then use the bank documents to reconcile
and
There is group "K" who enter some things and use the bank download to
keep their accounts.
There are pros and cons to each method.
On Thu, 16 Mar 2023 15:38:25 +
Gyle McCollam wrote:
> You really should try to download and import transactions.
This is a philosophical point.
There is group "M" who always enter every transaction first in their
books and then use the bank documents to reconcile
and
There is group "K"
March 16, 2023 3:28 PM
To: Gyle McCollam
Cc: Chip Reid ; gnucash-user@gnucash.org
Subject: Re: [GNC] Help with downloading transactions.
I may try it; I've seen several people talking about problems with it, or
having to massage the CSV data before importing it.
You say once I try it, I'll ne
gmccol...@live.comemail
> --
> *From:* gnucash-user
> on behalf of R Losey
> *Sent:* Thursday, March 16, 2023 12:30 AM
> *To:* Chip Reid
> *Cc:* gnucash-user@gnucash.org
> *Subject:* Re: [GNC] Help with downloading transactions.
>
> I us
Hi Stan,
I read your email again.
It appears that you are you accessing the Vanguard site as a web site?
It's an OFX server. You have to send it properly formatted OFX requests
in order to get a response. The ofxget tool will do this for you. So
should aqbanking, although I haven't had much
The command 'ofxget prof vanguard' seems to talk to the Vanguard OFX
server. I get a profile response back.
It appears that the ofxhome site tests the ofx servers almost daily and
reports whether or not they are up.
Steve
On Thu, 2023-03-16 at 09:28 -0700, Stan Brown (using GC 2.6.19) wrote:
>
On 2023-03-16 09:17, Steve Brown wrote:
> I've been using ofxget from ofxtools to download from my banks and
> broker. So long as your bank has a functioning OFX server, it should
> work.
>
> There is a website with a comprehensive list of OFX server status at
> https://www.ofxhome.com/
Like
I've been using ofxget from ofxtools to download from my banks and
broker. So long as your bank has a functioning OFX server, it should
work.
There is a website with a comprehensive list of OFX server status at
https://www.ofxhome.com/
Steve
On Wed, 2023-03-15 at 20:17 -0400, Chip Reid wrote:
>
om: gnucash-user on
behalf of R Losey
Sent: Thursday, March 16, 2023 12:30 AM
To: Chip Reid
Cc: gnucash-user@gnucash.org
Subject: Re: [GNC] Help with downloading transactions.
I used Quicken (not QuickBooks) before GnuCash, and I did kind of like
downloading transactions... I have not done this wit
I used Quicken (not QuickBooks) before GnuCash, and I did kind of like
downloading transactions... I have not done this with GnuCash, and I don't
really have enough that I miss it. I do reconcile credit card statements
and other items routinely so that I don't miss anything, but I've just
gotten a
Chip,
If your bank does not make itself available for direct connect downloads of OFX
data you may be able to create and download OFX or CSV files from their website
when you login to your accounts. The help manual (Ch6
https://code.gnucash.org/docs/C/gnucash-help/trans-import.html ) has details
This is my second post to the list and I was very pleased with how willing
others were to help us new guys. The promptness was also appreciated.
I think I have finally gotten far enough along to do most daily functions
but I sure would like to download transactions from my bank and credit card
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