[GNC] How to Enter Account in CSV Before Import

2023-09-03 Thread Tom Balazs
I'm importing checking account transactions from a CSV file. I see that in the Transaction Import Assistant I can A. Choose Account at the top of the Assistant (Import Preview), where I would designate it Checking Account #1 OR I can B. Choose Account as a column heading. Where I would designate

Re: [GNC] Import Transactions: Withdrawals vs Deposits, and Account

2023-09-03 Thread Tom Balazs
Problem solved: the withdrawal columns were all negative numbers. I changed them to positive and it worked correctly. On Sun, Sep 3, 2023 at 9:20 AM Tom Balazs wrote: > I'm importing transactions into a checking account. Why do all transaction > amounts go into the deposits column? &

[GNC] Import Transactions: Withdrawals vs Deposits, and Account

2023-09-03 Thread Tom Balazs
I'm importing transactions into a checking account. Why do all transaction amounts go into the deposits column? I'm trying to import transactions one month at a time for a checking account. I have a CSV file with one month of transactions. I went through the Transaction Import Assistant / Import

[GNC] Expenses by Account

2023-09-06 Thread Tom Balazs
What is the best report to use if I want to show all my expenses for TimePeriodX broken down by account (e.g. Expense:Groceries, Expense:Auto, Expense:Restaurant). And how do I view trends over time (e.g. last month "Expense:Restaurant" seemed high, but show me "Expense:Restaurant" each month for

[GNC] Financisto: How to Import Chart of Accounts Exported Out of GnuCash

2023-09-15 Thread Tom Balazs
I exported the Chart of Accounts out of GnuCash, in CSV format. I want to import that to Financisto (Android). I think I did that in the past. In Financisto, the Menu / CSV Import seems to be for importing transactions. Under Accounts I can create an account, but I don't see where I would import a

[GNC] Android Companion App, Export CSV

2023-09-07 Thread Tom Balazs
I'm a GnuCash and Android user. I'm liking GnuCash on Ubuntu. Now I'm looking for an Android bookkeping app. Something where I import my Chart of Accounts to it. I want to enter transactions on a daily basis, export transactions as CSV, and then then import the CSV to GnuCash. Preferably a free

Re: [GNC] Android Companion App, Export CSV

2023-09-08 Thread Tom Balazs
ied in about 4 years https://github.com/dsolonenko/financisto On Thu, Sep 7, 2023 at 10:57 AM Tom Balazs wrote: > I'm a GnuCash and Android user. I'm liking GnuCash on Ubuntu. Now I'm > looking for an Android bookkeping app. > > Something where I import my Chart of Accounts to it

Re: [GNC] How to Enter Account in CSV Before Import

2023-09-04 Thread Tom Balazs
counts are still unmapped. I still have to "Select a Row to Change the Mappings". That's pretty good. And if there are multiple "Expenses:Auto:Fuel", I'm still just mapping it once. And this avoids any chance that GnuCash will just create new accounts on import. On Sun, Sep 3, 2023 at 11:20 AM Gee

Re: [GNC] Sort Transactions in Alphabetical Order, For Entering Expense Category (Account)

2023-08-13 Thread Tom Balazs
ation at https://wiki.gnucash.org/wiki/Quicken_Migration.; On Sun, Aug 13, 2023, 12:22 PM john wrote: > > > On Aug 13, 2023, at 07:13, Tom Balazs wrote: > > (I know these are called accounts in GnuCash, but > I mean "account" like "auto expenses", and "hom

[GNC] Sort Transactions in Alphabetical Order, For Entering Expense Category (Account)

2023-08-13 Thread Tom Balazs
I'm importing a large number of transactions into GnuCash. I want to speed up entering the expense category (account) of transactions, especially for credit card transactions. (I know these are called accounts in GnuCash, but I mean "account" like "auto expenses", and "home repair expenses", not

[GNC] View Transactions After Importing from CSV

2023-12-22 Thread Tom Balazs
I'm using Financisto+ on my Android phone. So I am often exporting transactions from that, and importing them into GnuCash. Is there an option where I can view the transactions I just imported? So they appear on one page, as if I did a Find in GnuCash. I think I came across that once, but I can't

[GNC] Manage Document Link

2024-01-03 Thread Tom Balazs
I want to attach an image of a bill to a transaction. I click Manage Document Link. I get "Path head not set, using "/home/tom/" for relative paths. Is that the best Path to use? Where does GnuCash begin navigating from? I would like the path to be relative so that if I move all my GnuCash files

[GNC] the url "ghelp:gnucash-guide" does not point to a valid page, Ubuntu 22

2023-11-25 Thread Tom Balazs
When I click Help / Tutorial and Concepts Guide I get the error message "The URI ‘ghelp:gnucash-guide’ does not point to a valid page." When I search my hard disk I see /usr/share/doc/gnucash-docs/gnucash-help-en/ which has the "GnuCash Help Manual" in it, in HTML format. How do I fix this link

Re: [GNC] Reports for Personal Finance

2023-12-05 Thread Tom Balazs
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 a

[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] GnuCash Reconciliation Window

2023-11-27 Thread Tom Balazs
se Balanced Accounts is: Income and Expense: unchecked Credit Accounts: checked None: unchecked I'm using: GnuCash 4.8 Ubuntu 22 On Mon, Nov 27, 2023 at 1:01 PM Tom Balazs wrote: > I'm having trouble understanding the GnuCash Reconciliation window. > Specif

Re: [GNC] GnuCash Reconciliation Window

2023-11-27 Thread Tom Balazs
dit card for the type of account. > > Dale > PS Always send mail to the list, too. > > On Mon, Nov 27, 2023 at 3:50 PM Tom Balazs wrote: > >> I see that Reverse Balanced Accounts is: >> Income and Expense: unchecked >> Credit Accounts: checked >>

[GNC] GnuCash Reconciliation Window

2023-11-27 Thread Tom Balazs
I'm having trouble understanding the GnuCash Reconciliation window. Specifically, the Ending Balance, Reconciled Balance, and Difference. Note: I'm not using GnuCash for my personal finances. And I'm not doing that because I'm good with my finances. I have struggled with this stuff. You may want

Re: [GNC] GnuCash Reconciliation Window

2023-11-27 Thread Tom Balazs
v 27, 2023 at 4:57 PM Tom Balazs wrote: > >> This statement period begins with a negative balance, so the very first >> transaction (the first in the whole ledger) is in the right column, it is a >> "charge" for $9,851.37. >> Where a business refunded me $7

Re: [GNC] Reports for Personal Finance

2023-12-06 Thread Tom Balazs
How do I navigate to the correct style sheet to edit it? On Wed, Dec 6, 2023, 7:06 PM R Losey wrote: > I haven't tried to change column widths. I expect that you may need to > edit the Style Sheets, but I have not attempted to do so. > > > > On Tue, Dec 5, 2023 at 7:49 PM

[GNC] Rollover IRA and brokerage account

2024-01-29 Thread Tom Balazs
I want to add accounts to my chart of accounts. I need to add a Rollover IRA (which is a cash account). And I need to add a Trust, which is a brokerage account (the financial institution calls it a Resource Management Account) On the institution's website I can see that it contains mutual funds,

[GNC] Reconciling Accounts, Month 6, but not Months 1-5?

2023-11-12 Thread Tom Balazs
Is it possible to reconcile April-May if I have not reconciled March-April or February-March? I guess I'm asking because I used the GnuCash Reconcile featurer and it appears to me that I can't. That seems strange to me. I just want GnuCash to give me a kind of a worksheet where it shows me

Re: [GNC] Reconcile window Start Balance, & Reconciled became UnReconciled

2024-03-30 Thread Tom Balazs
The problem with the Reconcile Window Start Balance went away after I did more reconciling. Searching for an error in a statement reconciled 6 months ago is a real pain. I hope I don't have to do that again. On Sat, Mar 30, 2024 at 11:14 AM Tom Balazs wrote: > I went to reconcile a rec

[GNC] Reconcile window Start Balance, & Reconciled became UnReconciled

2024-03-30 Thread Tom Balazs
I went to reconcile a recent credit card statement today. But I noticed something was incorrect. I traced back a problem to about three months prior. Apparently what happened is that my credit card statements were reconciled. But recently I reconciled a few months worth of statements for a

Re: [GNC] View Transactions After Importing from CSV

2024-04-02 Thread Tom Balazs
another dialogue box with a list of transactions it believe matches or are > similar from which you can select on that it should match with. > > -Original Message- > From: Tom Balazs > Sent: Friday, December 22, 2023 7:02 AM > To: Post to GnuCash User > Subject: [GNC] View Transacti

Re: [GNC] Imported Transactions Show as Cleared

2024-04-02 Thread Tom Balazs
In the Import / Match Transactions window, the "A" column is marked. After I complete the Import, I go to look at the transactions and they are marked "c" Cleared. ScreenCaps https://ibb.co/YBQ7Z9H https://ibb.co/dmVvytR On Tue, Apr 2, 2024 at 10:41 AM Tom Balazs wrote:

Re: [GNC] Reconcile window Start Balance, & Reconciled became UnReconciled

2024-04-02 Thread Tom Balazs
I don't understand why GnuCash marks the transactions as "c" Cleared. Financisto+ creates a row at the top of the CSV file which has the Financisto+ column headers. In the Import Preview I tell it to skip that top row. When importing the CSV file I select columns for Date, Account, Amount,

Re: [GNC] Imported Transactions Show as Cleared

2024-04-02 Thread Tom Balazs
I don't understand why GnuCash marks the transactions as "c" Cleared. Financisto+ creates a row at the top of the CSV file which has the Financisto+ column headers. In the Import Preview I tell it to skip that top row. When importing the CSV file I select columns for Date, Account, Amount,

Re: [GNC] View Transactions After Importing from CSV

2024-04-04 Thread Tom Balazs
Thank you. I filed the bug at https://bugs.gnucash.org/show_bug.cgi?id=799269 On Thu, Apr 4, 2024 at 9:06 PM Christopher Lam wrote: > Hi, enhancements should be logged in bugs.gnucash.org > > On Fri, 5 Apr 2024, 8:56 am Tom Balazs, wrote: > >> >I think it already does t

Re: [GNC] View Transactions After Importing from CSV

2024-04-04 Thread Tom Balazs
t;. If I check that box, then GnuCash will take me to the main app and there is a tab named "Created Transactions". There I can see the transactions which were just created. That is what I want to see for Imported Transactions. On Tue, Apr 2, 2024 at 12:45 PM Tom Balazs wrote: > Yes, I

Re: [GNC] Reconcile window Start Balance, & Reconciled became UnReconciled

2024-04-01 Thread Tom Balazs
select > "Unreconciled" ? > > Cheers David H. > > > On Sun, 31 Mar 2024 at 01:59, Tom Balazs wrote: > >> The problem with the Reconcile Window Start Balance went away after I did >> more reconciling. >> Searching for an error in a statement reconcil

[GNC] Imported Transactions Show as Cleared

2024-04-01 Thread Tom Balazs
I'm using Android Financisto+. I export transactions out of that. Then I import those into GnuCash. But why does GnuCash mark them as Cleared? In the Import Preview window I see a column Financisto+ created called Status and the transactions get "2" in that field. Is that the "Reconciled /

Re: [GNC] View Transactions After Importing from CSV

2024-04-02 Thread Tom Balazs
> suggested that only came into play for QIF imports but it may apply to CSV > imports as well in the new CSV importer, I am not sure. > > On Tue, Apr 2, 2024 at 11:46 AM Tom Balazs wrote: > >> Yes, I see that. >> But I mean that GnuCash should take me to a tab that loo

[GNC] Recommended Accounting Books

2024-04-23 Thread Tom Balazs
You may need to research inventory management systems. Here is one link I found "8 Best Free and Open Source Inventory Management Software Systems" https://www.goodfirms.co/inventory-management-software/blog/best-free-open-source-inventory-management-software-systems

[GNC] Printing Reports: Income and Expense Line Chart

2024-04-30 Thread Tom Balazs
Right now I'm struggling with the Income and Expense Line Chart. I want to print it out to show it to my partner. When I choose to print landscape, it still prints portrait, and it cuts off the edges. Trying various save and export methods have not yielded better results. Tom