Re: [GNC] No suitable backend was found

2024-01-26 Thread David T. via gnucash-user
al folder on your hard drive... ⁣David T.​ On Jan 26, 2024, 10:36 AM, at 10:36 AM, Adrien Monteleone wrote: >That message is usually indicating you have the file saved in a >database >format rather than the default XML, and you don't have the proper >database drivers installed.

Re: [GNC] how to record tax credit for capital loss

2024-01-24 Thread David T. via gnucash-user
Ah. I missed the carryover part. That does complicate things. Sorry for the noise. ⁣David T.​ On Jan 24, 2024, 6:55 PM, at 6:55 PM, Mattia Rizzolo wrote: >Here we don't do LT/ST, but it's only possible to offset losses up to >the end of the 4th year after the loss was realized. M

Re: [GNC] how to record tax credit for capital loss

2024-01-24 Thread David T. via gnucash-user
gains   - - - ST gains ⁣David T.​ On Jan 24, 2024, 5:22 PM, at 5:22 PM, Patrick James wrote: >Again keeping in mind that I am NOT a tax authority. > >Now that we're on the equity side, let's move forward with your >tracking. > >I very much doubt that you need two separate accou

Re: [GNC] Terminology WAS: Liability Balances - All payments disappeared

2024-01-18 Thread David T. via gnucash-user
But that terminology has never been adopted by the community or in the documentation. ⁣David T.​ On Jan 18, 2024, 8:02 PM, at 8:02 PM, Adrien Monteleone wrote: >Fair enough. We need a new term for one of these things. It is a >repeated source of confusion & consternation. > >R

Re: [GNC] FAQ (WAS: End of Year?)

2024-01-14 Thread David T. via gnucash-user
worked out. For whatever reason, the disconnect between how Gnucash is viewed by the outside world and how it actually works seems to cause a significant range of new user difficulties. ⁣David T.​ On Jan 14, 2024, 1:23 AM, at 1:23 AM, Adrien Monteleone wrote: >Sorry, I would not like to

Re: [GNC] Template Transactions Behavior in Scheduled Transaction Editor

2024-01-12 Thread David T. via gnucash-user
Thanks all for the discussion. I can rest easy knowing that this is how the SX editor works. It just took me by surprise... ⁣David T.​ On Jan 12, 2024, 7:09 PM, at 7:09 PM, David Carlson wrote: >I consider the SX to be a graphical form of a script, and so I am not >sure >how the edi

Re: [GNC] Template Transactions Behavior in Scheduled Transaction Editor

2024-01-11 Thread David T. via gnucash-user
for some alternatives to try! ⁣David T.​ On Jan 11, 2024, 8:51 PM, at 8:51 PM, Adrien Monteleone wrote: >That sounds like you have an SX to autocreate. Perhaps turn that off >and >it won't fire. > >Otherwise, perhaps turn off the preference to execute the Since Last >Run

Re: [GNC] Template Transactions Behavior in Scheduled Transaction Editor

2024-01-11 Thread David T. via gnucash-user
I am pretty sure I tried that, but it didn't actually do the calculation in the SX window. Which makes sense, I think, because that window allows formulas that get processed at runtime. ⁣David T.​ On Jan 11, 2024, 8:46 PM, at 8:46 PM, Adrien Monteleone wrote: >You don't have to

Re: [GNC] Template Transactions Behavior in Scheduled Transaction Editor

2024-01-11 Thread David T. via gnucash-user
in any old number-- defeating the whole purpose of that feature. So, I've opted to have balanced transactions that may be off, which I correct when I reconcile the account. But then, I had to change some figures in one complex SX, and it didn't supply the balancing split. David T.​ On Jan 11, 202

[GNC] Template Transactions Behavior in Scheduled Transaction Editor

2024-01-11 Thread David T. via gnucash-user
calculation, but is there a way to invoke it without manually adding up all the amounts in my head? ⁣David T.​ ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org

Re: [GNC] Starting a new year

2024-01-09 Thread David T. via gnucash-user
Grace might also look at https://wiki.gnucash.org/wiki/Closing_Books ⁣David T.​ On Jan 9, 2024, 8:27 PM, at 8:27 PM, Gyle McCollam wrote: >Grace, >You can export your account tree in CSV format. Look under >"FILE/EXPORT". If you "close Books..." under too

Re: [GNC] posting of Switching of Mutual Fund

2024-01-09 Thread David T. via gnucash-user
ital gains transactions manually now. I need to be able to trust that the figures won't magically change on me. ⁣David T.​ * the list discussion for all of this is at: https://lists.gnucash.org/pipermail/gnucash-user/2022-July/102059.html On Jan 9, 2024, 3:11 PM, at 3:11 PM, Paras Desai wro

Re: [GNC] Moving from Quicken

2024-01-08 Thread David T. via gnucash-user
taxable investment accounts, six retirement accounts, four pension accounts, and two credit card accounts. And using Gnucash 4.12, because I'm slow to innovate. ⁣David T.​ On Jan 9, 2024, 3:06 AM, at 3:06 AM, R Losey wrote: >We've just trained ourselves to enter the data manua

Re: [GNC] Help

2024-01-08 Thread David T. via gnucash-user
I don't really know. I don't pay any attention to the log files. They're there if I ever need them, and seem to disappear after a reasonable time. ⁣David T.​ On Jan 8, 2024, 10:18 PM, at 10:18 PM, Max Crystal wrote: > > > > > > > > >David, > >As you can se

Re: [GNC] Help

2024-01-08 Thread David T. via gnucash-user
That's handled in settings. You can disable by setting the log file retention to 0. ⁣David T.​ On Jan 8, 2024, 9:05 PM, at 9:05 PM, Max Crystal wrote: >Every time I open and close the register it creates a notepad log entry >on >my hard drive. Can I disable this so I will not have

Re: [GNC] Issues with gnucash files

2023-08-28 Thread David T. via gnucash-user
, that was about 40-50 messages ago. ⁣David T. ​ On Aug 28, 2023, 2:02 PM, at 2:02 PM, "Maf. King" wrote: >On Monday, 28 August 2023 11:44:54 BST Adrien Monteleone wrote: >> But I see the solution as moving it to the regular user account, >fixing >> the file ow

Re: [GNC] Fwd: Gnucash

2023-08-28 Thread David T. via gnucash-user
+1 ⁣David T.​ On Aug 28, 2023, 12:34 PM, at 12:34 PM, Nigel Stapley wrote: >As a watcher of this list might I suggest you good folk call a halt. I >suggest to OP that he takes a basic course in managing his computer >with >Windows. Someone who doesn't appear to understand w

Re: [GNC] Unsubscribe

2023-08-16 Thread David T. via gnucash-user
I think you meant to send that to one of the addresses listed in the message to which you replied (like gnucash-user-requ...@gnucash.org). Sending to the user group generally won't achieve your goal. ⁣ David T.​ On Aug 16, 2023, 12:27, at 12:27, teal-05plummy--- via gnucash-user wrote

Re: [GNC] Consolidation of family member accounts

2023-08-13 Thread David T. via gnucash-user
assets. When your wife receives the funds this way, there's no change in the family net worth. When she buys something, the transaction includes her bank account and the proper expense account. ⁣David T. ​ On Aug 13, 2023, 8:05 PM, at 8:05 PM, Paras Desai wrote: >Hello sirs, > &g

Re: [GNC] Today's search....for .lck

2023-08-08 Thread David T. via gnucash-user
Of course, that command would be: DIR "C:\Users\Barry Mahon\Documents\Tax accounts and returns" > filename.txt ⁣David T. ​ On Aug 8, 2023, 4:17 PM, at 4:17 PM, Jack Lockard wrote: >maybe someone else who knows off the top of their head can advise a >command that will ex

Re: [GNC] Today's search....for .lck

2023-08-06 Thread David T. via gnucash-user
Yeah, that request has been around at least since 2008... ⁣David T. ​ On Aug 6, 2023, 7:00 PM, at 7:00 PM, Adrien Monteleone wrote: >I can see the benefit to having logs and backup files together with the > >data, but I'd prefer if they were in their own sub-directories >a

Re: [GNC] Wells Fargo OFX

2023-07-23 Thread David T. via gnucash-user
, and while it gets tedious at times, it does give me a chance to review the transactions and have a check on what we are spending money on. And generally, it goes pretty quickly anyway. ⁣David T. ​ On Jul 23, 2023, 6:12 AM, at 6:12 AM, Brad Morrison wrote: >Hi Chris/all, > >Did yo

Re: [GNC] Should GNUCash allow a split to reference the same account twice

2023-07-20 Thread David T. via gnucash-user
figure. And yes, it can be confusing. I have found that changing the register view to Transaction View can simplify things by showing each transaction as a single entity, with each entry split showing as part of the whole. ⁣David T. ​ On Jul 20, 2023, 9:19 PM, at 9:19 PM, Henry Law wrote

Re: [GNC] Two Instances as opposed to two separate files

2023-07-17 Thread David T. via gnucash-user
That would be *OpenStacks* convention. By all means, impose their rules here! ⁣ David T.​ P.S. The amount of energy expended on this topic is amazing to me--and I note that NONE of you Authorities On Email Etiquette bothered to change the subject of this thread to reflect the completely new

Re: [GNC] Transferring mutual funds

2023-07-06 Thread David T. via gnucash-user
ked for me. ⁣David T. ​ On Jul 6, 2023, 3:39 PM, at 3:39 PM, Kalpesh Patel wrote: >Hmmm. So I am a bit perplexed here. > >Disclaimer: I am a new-bee when it comes minutiae's of the investment >transactions so I might be wrong what I am about to state. Feel free to >c

Re: [GNC] How to revert to previous input mode?

2023-07-01 Thread David T. via gnucash-user
) might address your concerns. ⁣ David T.​ On Jul 1, 2023, 16:33, at 16:33, Pierre Fortin wrote: >Hi, > >Having used gnucash for many years, I've been quite happy with all my >built-in history where most new entries could be done in a minimum of >keystrokes. > >The new inte

Re: [GNC] GnuCash 5.3 autofill headaches

2023-07-01 Thread David T. via gnucash-user
I'm pretty sure there aren't any options for autofill; therefore, there won't be any entries in the FAQ for them. ⁣David T. ​ On Jul 1, 2023, 2:32 PM, at 2:32 PM, Jack Slater wrote: >Where do I find the FAQ on the options for this latest version of the >auto-suggest? > >On Fri,

Re: [GNC] Reversing a finished credit card reconciliation

2023-06-25 Thread David T. via gnucash-user
Both previous replies were on target-- but, I do wonder how you finished the first reconciliation, since GnuCash won't activate the finish button until the Difference value is zero. If the transaction was wrong, the balance would be non-zero? ⁣David T. ​ On Jun 25, 2023, 12:26 PM, at 12:26 PM

Re: [GNC] How to Upgrade Old GnuCash Version to Current Version

2023-06-09 Thread David T. via gnucash-user
I've updated that section now. ⁣David T. ​ On Jun 8, 2023, 11:54 PM, at 11:54 PM, David Cousens wrote: >Try the wiki https://wiki.gnucash.org/wiki/Installation#Upgrading. Not >exactly >extensive enough though. > >On Fri, 2023-06-09 at 12:17 +1000, flywire wrote: >> > I

Re: [GNC] report cutoffs - Trial Balance opening date

2023-05-18 Thread David T. via gnucash-user
. By definition, that means there *isn't* a start date. ⁣David T. ​ On May 18, 2023, 11:38 PM, at 11:38 PM, "Rogier F. van Vlissingen" wrote: >somehow or other I had a discrepancy between my trial balance and my >P >and it turns out that the 22 trial balance is picking up transactio

Re: [GNC] Issue with Current Assets?

2023-05-15 Thread David T. via gnucash-user
cted for display, but which affect a roll up value. ⁣David T. ​ On May 15, 2023, 7:40 PM, at 7:40 PM, Don Gray wrote: >I may have missed something, or maybe got creative with entering data. > >My account structure > >Assets > Accounts Receivable - $ 0.00 &

Re: [GNC] Tax report options

2023-05-14 Thread David T. via gnucash-user
That's what accountants are for. Asking GnuCash to provide that level of monitoring is out of scope for the software. ⁣David T. ​ On May 14, 2023, 5:25 PM, at 5:25 PM, Ken Farley wrote: >Form 1116 has cost me at least a couple of iterations of filing my >taxes >in the past. It woul

Re: [GNC] Tax report options

2023-05-14 Thread David T. via gnucash-user
I enter these foreign tax transactions as they are transmitted to me by the broker (my brokerage presents them all). They go to a separate foreign tax account, making tracking easy. ⁣David T. ​ On May 14, 2023, 5:44 PM, at 5:44 PM, Fred Tydeman wrote: >When I get the 1099 DIV fo

Re: [GNC] Tax report options

2023-05-14 Thread David T. via gnucash-user
assignments in one pass; the code doesn't allow that (or at least hasn't in my experience). ⁣David T. ​ On May 14, 2023, 11:43 AM, at 11:43 AM, Fred Tydeman wrote: >I have marked a dividend parent account as Sch B dividend income. >Is there an easy way to apply that to all of its child accounts? &

Re: [GNC] Tax report options

2023-05-14 Thread David T. via gnucash-user
Of course there is, but it's unlikely to be a simple fix. Alex A. has been the primary maintainer of the tax options code. From my recollections, the process is not entirely straightforward. ⁣ David T.​ On May 14, 2023, 09:56, at 09:56, Fred Tydeman wrote: >Is there a way to add to the E

Re: [GNC] Two accounts: same name, same parent

2023-05-14 Thread David T. via gnucash-user
That seems odd. In my experience GnuCash won't allow two accounts in the immediate context with the same name (despite the fact that internally GnuCash doesn't use the human readable account name at all). I'm not sure how you succeeded in that, but your remedy should be fine. ⁣ David T

Re: [GNC] Auto commit with auto save?

2023-05-11 Thread David T. via gnucash-user
As for missed threads, I've taken to opening the message queue on the mail server directly before I reply, just to be sure I'm replying with useful information... ⁣ David T.​ On May 11, 2023, 07:20, at 07:20, Adrien Monteleone wrote: >David, > >I didn't notice when I replied, that th

Re: [GNC] Auto commit with auto save?

2023-05-10 Thread David T. via gnucash-user
; the OP didn't mention. ⁣David T. ​ On May 11, 2023, 6:13 AM, at 6:13 AM, Adrien Monteleone wrote: >The SQL backends will get you an instant auto-save, but only for >committed transactions. (as far as I know) > >You still have to hit Enter or Tab-through to finish a transaction, at

Re: [GNC] Yahoo JSON - throwing unauthorized error

2023-05-08 Thread David T. via gnucash-user
All good points! ⁣David T. ​ On May 8, 2023, 7:36 PM, at 7:36 PM, Bruce Schuck wrote: >On 5/8/23 13:05 +0300, David T. wrote: > >> It's a wiki, so you could put it in. You'd get to decide where that >> would best live, too. > >Perhaps sometime during the

Re: [GNC] Auto commit with auto save?

2023-05-08 Thread David T. via gnucash-user
complete-- especially if you're going to keep using an external cron job script that relies on an unrelated function (auto save) to preserve your financial data. ⁣David T. ​ On May 8, 2023, 5:55 PM, at 5:55 PM, "David G. Pickett" wrote: >I use auto save, and if the app is running, t

Re: [GNC] Untick multiple checkboxes in Importer

2023-05-08 Thread David T. via gnucash-user
I'm not at a machine right now, but what happens if you CTRL-click? ⁣ David T.​ On May 8, 2023, 11:23, at 11:23, and...@lists.savchenko.net wrote: >I might be missing something obvious, but at least on Windows build of >v4.14 it's impossible to untick multiple rows at once. > >Shift-

Re: [GNC] Yahoo JSON - throwing unauthorized error

2023-05-08 Thread David T. via gnucash-user
and save it back to xml. It feels easier to me to do it this way and it doesn't take much time. ⁣ David T.​ On May 8, 2023, 04:03, at 04:03, Bruce Schuck wrote: >To the maintainers of the Wiki, would this be something perhaps helpful > >to include in the section about stocks and co

Re: [GNC] Auto commit with auto save?

2023-05-07 Thread David T. via gnucash-user
, which you're not doing now. ⁣David T. ​ On May 7, 2023, 9:25 PM, at 9:25 PM, "David G. Pickett" wrote: >Any suggestions on a) how a shell script tells that the auto save is >incomplete, b) even if it knew, what it could do about it? > > >-Original Message- >

Re: [GNC] Auto commit with auto save?

2023-05-06 Thread David T. via gnucash-user
. ⁣David T. ​ On May 6, 2023, 9:02 PM, at 9:02 PM, "David G. Pickett via gnucash-user" wrote: >"Don't do that!" does not prevent data loss from human error, which for >this app behavior is too easy to create and not realize. > >If the commit was automatic every time

Re: [GNC] Trouble Changing Imported Descriptions

2023-05-06 Thread David T. via gnucash-user
Of course, the specific problem that OP outlined here had to do with what happens in GnuCash *after* transactions have been imported, rather than the import itself. David T.​ On May 6, 2023, 04:14, at 04:14, R Losey wrote: >It's issues like this that have made me wary of import

Re: [GNC] Trouble Changing Imported Descriptions

2023-05-05 Thread David T. via gnucash-user
I have seen the exact same behavior, and find it more than just an annoyance. This arbitrary reversion to different text strings can result in flawed and erroneous data entering your books--including entering transactions into placeholder (i.e., read-only) accounts. ⁣ David T.​ On May 5, 2023

[GNC] Changes to transaction entry, and quirks

2023-05-01 Thread David T. via gnucash-user
ew version of the transaction (and that is what displays in the prompt)-- but when I tab out of the field, the *old* transaction gets inserted instead of the new. I don't understand how this happens, but it has happened numerous times for me. ⁣David T. ​ ___

Re: [GNC] Transactions in Placeholder

2023-05-01 Thread David T. via gnucash-user
it used an ancient transaction as a template (I'll write about that in a different thread shortly) that has an account that I have since set as a placeholder account and hidden because it is closed. Something is clearly broken here. ⁣David T. ​ On Apr 29, 2023, 9:44 PM, at 9:44 PM, "Da

Re: [GNC] Transactions in Placeholder

2023-04-29 Thread David T. via gnucash-user
an import should not be possible, since it violates the GnuCash definition of a placeholder account. ⁣David T. ​ On Apr 29, 2023, 6:17 PM, at 6:17 PM, Michael or Penny Novack wrote: >On 4/29/2023 10:08 AM, David T. wrote: >> Michael, >> >> I disagree. The importer shou

Re: [GNC] Transactions in Placeholder

2023-04-29 Thread David T. via gnucash-user
criticism. Temporary records should go somewhere, for sure. It's been my experience that GnuCash uses Imbalance-xxx for such transactions. Why would you ever expect to put them in write-protected accounts? ⁣David T. ​ On Apr 29, 2023, 4:52 PM, at 4:52 PM, Michael or Penny Novack wrote: >On 4

Re: [GNC] Transactions in Placeholder

2023-04-29 Thread David T. via gnucash-user
, the importer really shouldn't put transactions into a placeholder, since the whole point of the placeholder designation is to prevent transactions from being put there. That sounds like a bug. ⁣David T. ​ On Apr 29, 2023, 8:30 AM, at 8:30 AM, Fred Tydeman wrote: >My understanding is Placehol

Re: [GNC] [Bug 798864] Budget Revalues for the Income are positive numbers.porting on select reports are wrong

2023-04-17 Thread David T. via gnucash-user
Richard, Just a note that if you reply to Christopher's bug messages by email, the discussion at the bug website is incomplete. You and the community would be better served by your replying in the bug itself. David T.​ On Apr 17, 2023, 11:02, at 11:02, Richard Lindgren wrote: >Sounds l

Re: [GNC] Hidden Accounts

2023-04-15 Thread David T. via gnucash-user
For what it's worth: https://bugs.gnucash.org/show_bug.cgi?id=397135 ⁣David T. ​ On Apr 15, 2023, 8:19 AM, at 8:19 AM, "David T. via gnucash-user" wrote: >That's the behavior since 2006. I never paid attention to the dialog, >which is incorrect. To hide the account in the tr

Re: [GNC] Hidden Accounts

2023-04-14 Thread David T. via gnucash-user
That's the behavior since 2006. I never paid attention to the dialog, which is incorrect. To hide the account in the transfer drop down, you do have to set it as a Placeholder as well. There's a bug about this that has a long discussion about it. I can't find it right now. ⁣David T. ​ On Apr

Re: [GNC] Locking the side bar items

2023-04-11 Thread David T. via gnucash-user
Honestly, the button could be removed altogether in my opinion. The close "X" on tabs is pretty standard in other apps, and has the benefit of being a direct action that most users understand intuitively. ⁣David T. ​ On Apr 12, 2023, 1:07 AM, at 1:07 AM, Adrien Monteleone wrote

Re: [GNC] Cannot adjust right-hand column widths

2023-04-03 Thread David T. via gnucash-user
This *is* documented in the Guide.  https://www.gnucash.org/docs/v5/C/gnucash-guide/basics-running-gnucash.html#basics-register2 ⁣David T. ​ On Apr 3, 2023, 2:54 PM, at 2:54 PM, William Prescott wrote: >Thanks David H. > >I had never mastered it before, but playing with the colu

Re: [GNC] Security timezone

2023-04-02 Thread David T. via gnucash-user
. A valuation at any given point only serves to make you feel something--good for how high it is, bad if it is lower than your hope. ⁣David T. ​ On Apr 2, 2023, 11:37 AM, at 11:37 AM, Fred Tydeman wrote: >I am talking about price quotes. I am trying to get month end and >quarter >end valuat

Re: [GNC] Security timezone

2023-04-02 Thread David T. via gnucash-user
attached to it). Perhaps this is a source of confusion in this exchange? ⁣David T. ​ On Apr 2, 2023, 6:41 AM, at 6:41 AM, Fred Tydeman wrote: >I am on a trip where I am 10 hours ahead of home timezone. >So prices appear to be one day ahead of home time >with the default of Local timezon

Re: [GNC] Exporting reports to spreadsheet

2023-03-29 Thread David T. via gnucash-user
formatting and extension. ⁣David T. ​ On Mar 29, 2023, 8:27 PM, at 8:27 PM, Patrick James wrote: >George, > >This is a Windows 'feature,' as Windows has file extension >associations. > >If you do a quick online search, you should be able to find the >instruc

Re: [GNC] Error in "Close Book" help text

2023-03-26 Thread David T. via gnucash-user
further, the documents would include: * a brief note regarding the reason for closing the books (i.e., the historical); * an explanation of what exactly the GnuCash CB feature does; * an explanation of how to reverse it; and, * a description of how some reports handle the results. David T

Re: [GNC] Error in "Close Book" help text

2023-03-25 Thread David T. via gnucash-user
Michael, As a past documentation contributor, I'd assume any person taking up this bug would attempt to document the functionality of the newly added feature, regardless of the initial bug request. David T.​ On Mar 25, 2023, 02:31, at 02:31, Michael or Penny Novack wrote: >On 3/24/2023 5

Re: [GNC] Error in "Close Book" help text

2023-03-25 Thread David T. via gnucash-user
If you've ever filled out an online form before, you should be fine. I'd simply copy your original email and paste it in the description. David T. On Mar 24, 2023, 11:44 PM, at 11:44 PM, Stan Brown wrote: >Sigh. You're right, of course. I've never filed a bug report before, so

Re: [GNC] Finance Quote problem MacOS High Sierra.

2023-03-20 Thread David T. via gnucash-user
R., Generalizations aren't helpful, especially if they aren't fully accurate. To assert that "one can forget Windows entirely" is contradicted by many users' experiences to the contrary. F::Q has worked for me under Windows for many years (and on Mac before that). ⁣ David T.​ On Ma

Re: [GNC] Temporary Website URL

2023-03-19 Thread David T. via gnucash-user
e customer as a source of data mining income than as a partner using their software. *And* outages with major commercial platforms (Twitter, Facebook?) underscore that it is not just open source projects that fail sometimes. David T. On Mar 18, 2023, 4:21 PM, at 4:21 PM, Robert Heller wrot

Re: [GNC] Change column widths

2023-03-13 Thread David T. via gnucash-user
Of course, reading 2.9.2.3. Setting Column Widths in the Guide might also help you out. David T. On Mar 13, 2023, 10:45 PM, at 10:45 PM, David H wrote: >Ops that should read... > >Personally I always start by double clicking the very rightwardcolumn >and >working towards

Re: [GNC] importing

2023-02-16 Thread David T. via gnucash-user
With regard to the import process, were the source files OFX/QFX, by chance? That file format includes unique transaction IDs to prevent reimport of previously imported transactions. Under the circumstances, I'd opt to manually enter the transactions in question and reconcile after.  David T

Re: [GNC] Feature Request

2023-02-15 Thread David T. via gnucash-user
I include the Last Reconciled Date column in my Chart of Accounts. I can't imagine how else that could be highlighted, though. David T. On Feb 15, 2023, 4:48 PM, at 4:48 PM, "Dr. Gideon Fell" wrote: > Hope this is the right place for this request. I would like to have

Re: [GNC] Huge number of missing transactions

2023-02-05 Thread David T. via gnucash-user
, leaving me without many saved reports. I ended up creating my saved reports from scratch, which eliminated the problem. But again, that wasn't accounting data; it was the supporting reports file. David T. On Feb 5, 2023, 2:44 AM, at 2:44 AM, Daine Pearson via gnucash-user wrote: >Sa

Re: [GNC] install 2nd app to start over

2023-02-03 Thread David T. via gnucash-user
the ribbon and selecting things. This is covered in the Tutorial and the Help. David T. On Feb 3, 2023, 8:19 PM, at 8:19 PM, Murugan Muruganandam wrote: >can you please elaborate what exactly your problem while creating >transaction report. >Also please detail your operating system and the

Re: [GNC] Scheduled Transactions Window Sorting

2023-01-28 Thread David T. via gnucash-user
capabilities. Neither does it have configuration options. Changing the sort order, exiting the application, and restarting does not result in saved sorting. It *does* save my change to the calendar setting (from 12 months to 3), so there's that. David T. On Jan 28, 2023, 8:30 AM, at 8:30 AM, David

Re: [GNC] GnuCash: What scheduled transactions can't do

2023-01-27 Thread David T. via gnucash-user
. The transactions would then be real entries in the books, and all the usual reports could be used to determine future amounts. And yes, there are pitfalls with creating real transactions in the books that may not actually get created, but that's a tradeoff. David T. On Jan 28, 2023, 8:06 AM, at 8:06

Re: [GNC] Gift of stock

2023-01-25 Thread David T. via gnucash-user
e. I don't profess to understand this fully, and I wouldn't ask for advice on this here. It really needs an expert in estate planning. ⁣David T. ​ On Jan 25, 2023, 4:03 AM, at 4:03 AM, David Carlson wrote: >The US allows gifts to go untaxed within certain limits. Capital >gains >

Re: [GNC] Entering Dividend Confusion

2023-01-21 Thread David T. via gnucash-user
Try using Transaction Journal view mode. Use separate income accounts for Taxed and Untaxed dividends. ⁣ David T.​ On Jan 21, 2023, 11:15, at 11:15, Gnucash Xboxboy Mageia wrote: >Hi all, > >I'm trying to enter dividends, I'm following this video >https://www.youtube.com/watch?v

Re: [GNC] How to move a transaction with splits from one top-level account to another - take 2

2023-01-19 Thread David T. via gnucash-user
Assuming you have the Liabilities and Credit Cards accounts created, it's simple.  From the Chart of Accounts page, select the account you want to move (e.g., Visa) click the edit button, locate the Parent Account, change it to Liabilities:Credit Cards, and click Save. Done. ⁣David T

Re: [GNC] How to move a transaction with splits from one top-level account to another - take 2

2023-01-19 Thread David T. via gnucash-user
,  like so: Liabilities - Credit Cards - - Visa - - Mastercard This groups the accounts in ways that make reporting clearer and easier. ⁣David T. ​ On Jan 19, 2023, 2:07 AM, at 2:07 AM, Xe Roy wrote: >Thanks everyone for your patience. >I finally got it. >I had to click on the transaction > cl

Re: [GNC] Website from WIki

2023-01-15 Thread David T. via gnucash-user
Hmm. That is odd. The page identifies itself as the default page when Apache is installed under Ubuntu, suggesting an error in the GnuCash web server setup. "www.gnucash.org" works properly; "gnucash.org" does not. ⁣David T. ​ On Jan 15, 2023, 9:32 AM, at 9:32 AM, Fred Ty

Re: [GNC] TAX Report WAS Re: reports not working unless exported

2023-01-14 Thread David T. via gnucash-user
nts and assign tax options sequentially in the one dialog. I don't know if this has changed, but I wouldn't expect it to have changed. David T. ​ On Jan 15, 2023, 1:36 AM, at 1:36 AM, Tommy Trussell wrote: >reply below > >On Sat, Jan 14, 2023 at 3:49 PM Phyllis Bruce >wrote: > >

Re: [GNC] reports not working unless exported

2023-01-14 Thread David T. via gnucash-user
Michael, The tax report is different from every other report; it loads account data directly upon running.  This is due to the fact that it relies on the user pre-assigning accounts (Phyllis's categories) to tax lines in advance. Otherwise, your advice is spot on. ⁣David T. ​ On Jan 15

Re: [GNC] Scheduled Transactions Window Sorting

2023-01-14 Thread David T. via gnucash-user
Well, thanks for the confirmation. I disagree with the conclusion, though. Based on your reasoning, registers should only save a chronological sort; thankfully, they allow other sort orders for users who prefer them. ⁣David T. ​ On Jan 14, 2023, 4:15 PM, at 4:15 PM, John Layman wrote

[GNC] Scheduled Transactions Window Sorting

2023-01-13 Thread David T. via gnucash-user
is this: is there some material reason why the Scheduled Transactions Window sort order isn't sticky (like most other windows in GnuCash), or is this simply an oversight? ⁣David T. ​ ___ gnucash-user mailing list gnucash-user@gnucash.org To update your

Re: [GNC] Scheduled Transactions Question

2023-01-13 Thread David T. via gnucash-user
ow believe that I had created the test transaction without paying close enough attention to the start date-- and that GnuCash was creating multiple instances of the transaction (and therefore promoting for each). ⁣David T. ​ On Jan 14, 2023, 2:08 AM, at 2:08 AM, Adrien Monteleone wrote: >I

Re: [GNC] Recommended Method of Entry for IRA Distributions

2023-01-13 Thread David T. via gnucash-user
ooks, it's income; on my books it's not."), but I'd be happy to understand a little better. The case of an IRA can be even more confusing, in that a person can make IRA contributions entirely separately from income transactions and have those contributions affect income at tax time. ⁣David T.

[GNC] Scheduled Transactions Question

2023-01-13 Thread David T. via gnucash-user
in the transaction (i.e., four times). Is there a way to have just one request that gets assigned four times? David T. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https

Re: [GNC] Recommended Method of Entry for IRA Distributions

2023-01-12 Thread David T. via gnucash-user
the distribution for tax purposes. ⁣David T. ​ On Jan 13, 2023, 7:21 AM, at 7:21 AM, R Losey wrote: >Thanks for all of the information... however, getting back to the >original >question, I'm not sure how to record IRA taxable distributions. I >thought I >was doing it, but I am apparently

Re: [GNC] exporting from gnucash to Excel

2023-01-12 Thread David T. via gnucash-user
Indeed. I don't have to comply with this either, but it seems to me that "pressing a button" to export to Excel provides exactly the same automated reliability as CTRL-C/CTRL-V (two buttons, if you will) into Excel. The data in both cases will have the same reliability. ⁣David T.

Re: [GNC] Recommended Method of Entry for IRA Distributions

2023-01-11 Thread David T. via gnucash-user
xtra transaction (or extra splits, if you prefer), which transfers the distribution amount from Income:IRA to Income:Retirement Distributions. This second account should be assigned as a taxable account. Then it will appear on the TXf report. You can also select just that account on income statem

Re: [GNC] questions from a new user

2023-01-08 Thread David T. via gnucash-user
their needs. ⁣David T. ​ On Jan 9, 2023, 4:42 AM, at 4:42 AM, Michael or Penny Novack wrote: >On 1/8/2023 7:14 PM, Neil Morrish wrote: >> Hi >> I am not sure if gnucash is right for me, as it seems quite hard to >get >> started. Can you advise me what steps to l

Re: [GNC] Trial balance

2023-01-08 Thread David T. via gnucash-user
John, Thanks for the information. I had no idea that the date range had a purpose on the TB. ⁣David T. ​ On Jan 8, 2023, 8:34 PM, at 8:34 PM, john wrote: > > >> On Jan 8, 2023, at 2:47 AM, David T. via gnucash-user > wrote: >> >> As I understand it, the Trial Bal

Re: [GNC] Trial balance

2023-01-08 Thread David T. via gnucash-user
). An opening balance entry is not required; every account begins at some point in time at zero. I'm sure others can provide additional insights (and correct my inevitable inaccuracies). ⁣David T. ​ On Jan 8, 2023, 10:14 AM, at 10:14 AM, Fred Tydeman wrote: >I have run a Transaction rep

Re: [GNC] reconcile dates

2023-01-07 Thread David T. via gnucash-user
Your records and the bank's differ. The reconciliation date may include entries that you've entered with later dates, and how would GnuCash determine the proper cutoff? Personally, I don't have trouble determining when the difference figure goes to 0. ⁣David T. ​ On Jan 7, 2023, 11:45 PM

Re: [GNC] Request for Automatic Reconciliation Function

2023-01-07 Thread David T. via gnucash-user
uot;C" for imported transactions, which will automatically check those entries on the next reconciliation. These are both key parts of your proposal. And the problems that others raised continue to undermine the idea. ⁣David T. ​ On Jan 7, 2023, 4:35 AM, at 4:35 AM, Jim DeLaHunt wrote:

Re: [GNC] Register column sizing

2023-01-06 Thread David T. via gnucash-user
I think both changes would be excellent. As another person has noted, most people expect GnuCash columns to behave like a spreadsheet, and the Description column trips them up. And if the Price column doesn't have to be there, removing it will be beneficial as well. ⁣David T. ​ On Jan 6

Re: [GNC] Request for Automatic Reconciliation Function

2023-01-06 Thread David T. via gnucash-user
to check that the bank and I agree on the accounting, and I consider me to be the best judge of my transaction history. ⁣David T. ​ On Jan 6, 2023, 3:59 PM, at 3:59 PM, Adrien Monteleone wrote: >I understand your explanation, but if you aren't checking and verifying > >every transac

Re: [GNC] Where do I set the "Accounting Period" for reports?

2023-01-06 Thread David T. via gnucash-user
Probably depends on the report. David T.​ On Jan 6, 2023, 12:52, at 12:52, David H wrote: >Yeah it's Prefs >> Accounting Period - not sure if that's used by >reports >or just for registers ? > >Cheers David H. > > >On Fri, 6 Jan 2023 at 19:31, David T. wrote

Re: [GNC] Where do I set the "Accounting Period" for reports?

2023-01-06 Thread David T. via gnucash-user
There is also a setting in preferences somewhere to change the accounting period. As I don't use the feature, I don't know where it is in either the general preferences or the file preferences. ⁣ David T.​ On Jan 6, 2023, 12:19, at 12:19, David H wrote: >Chris, > >Did you run

Re: [GNC] How to "Get Quotes" for a specific day?

2022-12-29 Thread David T. via gnucash-user
I've used Google sheets to retrieve prices which can be imported into GnuCash. In the referenced message, it should be simple to set whatever date you want. https://lists.gnucash.org/pipermail/gnucash-user/2018-August/079430.html ⁣David T. ​ On Dec 30, 2022, 7:48 AM, at 7:48 AM, Geoff wrote

Re: [GNC] Feature request - prevent a transaction with todays date

2022-12-27 Thread David T. via gnucash-user
and re-entering the transaction? ⁣David T. ​ On Dec 27, 2022, 3:07 AM, at 3:07 AM, "Dr. David Kirkby" wrote: >On Mon, 26 Dec 2022 at 19:22, William Prescott >wrote: > >> Your post puzzles me. >> >> > I am trying to enter some transactions from M

Re: [GNC] Changing typeface using CSS (Windows 10)

2022-12-20 Thread David T. via gnucash-user
I'd try putting that font name in double quotes. ⁣David T. ​ On Dec 21, 2022, 8:17 AM, at 8:17 AM, TERRENCE BRANSCOMBE wrote: >Yeah, had precisely what you had in your screenshot. > >Here is what is now in my gtk-3.0.css file: > >/* Application wide font setting */ &g

Re: [GNC] Best practice to change name of GnuCash file ("book")?

2022-12-20 Thread David T. via gnucash-user
Which is why it's a good idea to inform the list your operating system and the version of GnuCash you are using. On 12/20/2022 6:51 PM, Maf. King wrote: On Tuesday, 20 December 2022 15:48:11 GMT Eric Chapman wrote: I do have a bunch of files named something like

Re: [GNC] How to use Vendors & Accts Payable, but pay via Credit card?

2022-12-20 Thread David T. via gnucash-user
would set that column, as well as the Balance column. Best, David T. On 12/20/2022 5:40 PM, Eric Chapman wrote: I cannot successfully get the field columns to be manageable. Attached is a .mov file (1.1MB, so may get stripped out) of the screencast of an attempt. This is on MacOS 13.1 Ventura

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