Re: [GNC] I'm getting started in Gnucash and want to list each item that I buy from one merchant

[W. Neal Lewis]

Hello Sunfish,

Yes. That is what happened.

That is a good insight that you provided.

Thank you!

Neal

On 3/11/24 12:46 PM, sunfis...@yahoo.com wrote:
I'll note that because GnuCash keeps a running really of the amount 
needed to balance the transaction, users adding a new line to that 
transaction can get confusing results.


For example, a user adds a new transaction for a grocery store and 
places a left column entry for $35 assigned to Expenses:Groceries. 
They tab off the line, intending to add another split for $15 for 
Expenses:Household and tab to the left column and enter $15. However, 
in the right column, GnuCash has already supplied the balancing $35 
for the first split. As user tabs of the line, GnuCash takes $15 and 
combines it with the $35, resulting in a right column entry for $20, 
rather than a left column entry in the intended amount.


David T.
On Mar 11, 2024, at 6:25 PM, "W. Neal Lewis"  
wrote:


David,

No, I found out very quickly that return causes that sort of result.

Best regards,
Neal

On 3/9/24 10:32 PM, David Carlson wrote:

Neal, By chance are you using the enter key during your
editing? That triggers the full transactiion calculatkions.
Use arrow keys, ta b key or mouse buttons until you are ready
to see the transaction calculation. I think calculztions
within individual amount fields happen as soon as you move out
of that field unless you are creating a scheduled
transaaction. On Sat, Mar 9, 2024, 8:36 PM Adrien Monteleone <
adrien.montele...@lusfiber.net> wrote:

I'm not certain what you are describing, but I'll hazard a
guess that you are seeing GnuCash auto-balance the
transaction. That is normal. Every transaction has to be
balanced. (Debits *must* equal Credits) You are free to
enter the transaction however you like, as long as that
holds true. If your self-entered amounts do not result in
equal Debits & Credits, GnuCash will create a split
initially not assigned to any account, but when you commit
the transaction and that split remains, it will be
assigned to the account labeled: 'Imbalance-XXX' (where
XXX is a currency code) for the difference. Please read
the GnuCash Help Manual and the Tutorial & Concepts Guide
available in the Help Menu, or online, as you are learning
the software. Then if you get stuck, come back and ask for
help here. Regards, Adrien On 3/9/24 8:18 PM, W. Neal
Lewis wrote:

When I do the View > Transaction and put in individual
numbers for each 


item in the Withdrawal column, it starts to mess with my
figures. It puts in a number at the very top. It adds
deposits to other entries. What I end up with is a
mish-mash of costs that the program seems to think that I
need for some mythical number it has come up with.

That's exactly what happened previously. I don't want
it adding numbers, 


or changing numbers. I just want to put in the correct
values for each line, including tax, hit return and have
the final value show up on the first line of the transaction.

I obviously don't know what I am doing. Help! Neal 




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Re: [GNC] I'm getting started in Gnucash and want to list each item that I buy from one merchant

[sunfish62--- via gnucash-user]

I'll note that because GnuCash keeps a running really of the amount needed to 
balance the transaction, users adding a new line to that transaction can get 
confusing results. 

For example, a user adds a new transaction for a grocery store and places a 
left column entry for $35 assigned to Expenses:Groceries. They tab off the 
line, intending to add another split for $15 for Expenses:Household and tab to 
the left column and enter $15. However, in the right column, GnuCash has 
already supplied the balancing $35 for the first split. As user tabs of the 
line, GnuCash takes $15 and combines it with the $35, resulting in a right 
column entry for $20, rather than a left column entry in the intended amount. 

⁣David T. ​

On Mar 11, 2024, 6:25 PM, at 6:25 PM, "W. Neal Lewis"  
wrote:
>David,
>
>No, I found out very quickly that return causes that sort of result.
>
>Best regards,
>Neal
>
>On 3/9/24 10:32 PM, David Carlson wrote:
>> Neal,
>>
>> By chance are you using the enter key during your editing?
>>
>> That triggers the full transactiion calculatkions.  Use arrow keys,
>ta b
>> key or mouse buttons until you are ready to see the transaction
>calculation.
>>
>> I think calculztions within individual amount fields happen as soon
>as you
>> move out of that field unless you are creating a scheduled
>transaaction.
>>
>> On Sat, Mar 9, 2024, 8:36 PM Adrien Monteleone <
>> adrien.montele...@lusfiber.net> wrote:
>>
>>> I'm not certain what you are describing, but I'll hazard a guess
>that
>>> you are seeing GnuCash auto-balance the transaction. That is normal.
>>> Every transaction has to be balanced. (Debits *must* equal Credits)
>>>
>>> You are free to enter the transaction however you like, as long as
>that
>>> holds true. If your self-entered amounts do not result in equal
>Debits &
>>> Credits, GnuCash will create a split initially not assigned to any
>>> account, but when you commit the transaction and that split remains,
>it
>>> will be assigned to the account labeled: 'Imbalance-XXX' (where XXX
>is a
>>> currency code) for the difference.
>>>
>>> Please read the GnuCash Help Manual and the Tutorial & Concepts
>Guide
>>> available in the Help Menu, or online, as you are learning the
>software.
>>> Then if you get stuck, come back and ask for help here.
>>>
>>> Regards,
>>> Adrien
>>>
>>> On 3/9/24 8:18 PM, W. Neal Lewis wrote:
 When I do the View > Transaction and put in individual numbers for
>each
>>> item in the Withdrawal column, it starts to mess with my figures. It
>puts
>>> in a number at the very top. It adds deposits to other entries. What
>I end
>>> up with is a mish-mash of costs that the program seems to think that
>I need
>>> for some mythical number it has come up with.
 That's exactly what happened previously. I don't want it adding
>numbers,
>>> or changing numbers. I just want to put in the correct values for
>each
>>> line, including tax, hit return and have the final value show up on
>the
>>> first line of the transaction.
 I obviously don't know what I am doing.

 Help!
 Neal
>>>
>>> ___
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Re: [GNC] I'm getting started in Gnucash and want to list each item that I buy from one merchant

[W. Neal Lewis]

David,

No, I found out very quickly that return causes that sort of result.

Best regards,
Neal

On 3/9/24 10:32 PM, David Carlson wrote:

Neal,

By chance are you using the enter key during your editing?

That triggers the full transactiion calculatkions.  Use arrow keys, ta b
key or mouse buttons until you are ready to see the transaction calculation.

I think calculztions within individual amount fields happen as soon as you
move out of that field unless you are creating a scheduled transaaction.

On Sat, Mar 9, 2024, 8:36 PM Adrien Monteleone <
adrien.montele...@lusfiber.net> wrote:


I'm not certain what you are describing, but I'll hazard a guess that
you are seeing GnuCash auto-balance the transaction. That is normal.
Every transaction has to be balanced. (Debits *must* equal Credits)

You are free to enter the transaction however you like, as long as that
holds true. If your self-entered amounts do not result in equal Debits &
Credits, GnuCash will create a split initially not assigned to any
account, but when you commit the transaction and that split remains, it
will be assigned to the account labeled: 'Imbalance-XXX' (where XXX is a
currency code) for the difference.

Please read the GnuCash Help Manual and the Tutorial & Concepts Guide
available in the Help Menu, or online, as you are learning the software.
Then if you get stuck, come back and ask for help here.

Regards,
Adrien

On 3/9/24 8:18 PM, W. Neal Lewis wrote:

When I do the View > Transaction and put in individual numbers for each

item in the Withdrawal column, it starts to mess with my figures. It puts
in a number at the very top. It adds deposits to other entries. What I end
up with is a mish-mash of costs that the program seems to think that I need
for some mythical number it has come up with.

That's exactly what happened previously. I don't want it adding numbers,

or changing numbers. I just want to put in the correct values for each
line, including tax, hit return and have the final value show up on the
first line of the transaction.

I obviously don't know what I am doing.

Help!
Neal


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Re: [GNC] I'm getting started in Gnucash and want to list each item that I buy from one merchant

[W. Neal Lewis]

Thank you Adrien,

That's what I will need to do - do some in depth reading of the Help 
Manual and Tutorial.


Best regards,

Neal

On 3/9/24 8:35 PM, Adrien Monteleone wrote:
I'm not certain what you are describing, but I'll hazard a guess that 
you are seeing GnuCash auto-balance the transaction. That is normal. 
Every transaction has to be balanced. (Debits *must* equal Credits)


You are free to enter the transaction however you like, as long as 
that holds true. If your self-entered amounts do not result in equal 
Debits & Credits, GnuCash will create a split initially not assigned 
to any account, but when you commit the transaction and that split 
remains, it will be assigned to the account labeled: 'Imbalance-XXX' 
(where XXX is a currency code) for the difference.


Please read the GnuCash Help Manual and the Tutorial & Concepts Guide 
available in the Help Menu, or online, as you are learning the 
software. Then if you get stuck, come back and ask for help here.


Regards,
Adrien

On 3/9/24 8:18 PM, W. Neal Lewis wrote:
When I do the View > Transaction and put in individual numbers for 
each item in the Withdrawal column, it starts to mess with my 
figures. It puts in a number at the very top. It adds deposits to 
other entries. What I end up with is a mish-mash of costs that the 
program seems to think that I need for some mythical number it has 
come up with.


That's exactly what happened previously. I don't want it adding 
numbers, or changing numbers. I just want to put in the correct 
values for each line, including tax, hit return and have the final 
value show up on the first line of the transaction.


I obviously don't know what I am doing.

Help!
Neal



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Re: [GNC] I'm getting started in Gnucash and want to list each item that I buy from one merchant

[Stan Brown (using GC 4.14)]

On 2024-03-09 16:33, Adrien Monteleone wrote:
> You will not likely be able to easily auto-add tax per line, but can
> certainly put in tax lines manually. (such as one line for food, one for
> medicine, etc.) GnuCash can help with the math here. I put the rate and
> amount in the memo section and then type in the formula in the debit
> column. (e.g., $15.99 * .0845) GnuCash will replace your formula with
> the result showing what the calculated tax amounts to.

But be aware that if you compute sales tax on individual items, the
total of the taxes you compute may be off by a penny or two from the tax
your receipt shows for the transaction.

These "rounding differences" are inevitable, as a current thread and
many previous threads have discussed. It's mathematics, not any kind of
software error. The only way to prevent them (if you want to prevent
them, as opposed to manually tweaking the amounts) is never to buy
multiple taxable items in the same transaction.

Stan Brown
Tehachapi, CA, USA
https://BrownMath.com/
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Re: [GNC] I'm getting started in Gnucash and want to list each item that I buy from one merchant

[David Carlson]

Neal,

By chance are you using the enter key during your editing?

That triggers the full transactiion calculatkions.  Use arrow keys, ta b
key or mouse buttons until you are ready to see the transaction calculation.

I think calculztions within individual amount fields happen as soon as you
move out of that field unless you are creating a scheduled transaaction.

On Sat, Mar 9, 2024, 8:36 PM Adrien Monteleone <
adrien.montele...@lusfiber.net> wrote:

> I'm not certain what you are describing, but I'll hazard a guess that
> you are seeing GnuCash auto-balance the transaction. That is normal.
> Every transaction has to be balanced. (Debits *must* equal Credits)
>
> You are free to enter the transaction however you like, as long as that
> holds true. If your self-entered amounts do not result in equal Debits &
> Credits, GnuCash will create a split initially not assigned to any
> account, but when you commit the transaction and that split remains, it
> will be assigned to the account labeled: 'Imbalance-XXX' (where XXX is a
> currency code) for the difference.
>
> Please read the GnuCash Help Manual and the Tutorial & Concepts Guide
> available in the Help Menu, or online, as you are learning the software.
> Then if you get stuck, come back and ask for help here.
>
> Regards,
> Adrien
>
> On 3/9/24 8:18 PM, W. Neal Lewis wrote:
> > When I do the View > Transaction and put in individual numbers for each
> item in the Withdrawal column, it starts to mess with my figures. It puts
> in a number at the very top. It adds deposits to other entries. What I end
> up with is a mish-mash of costs that the program seems to think that I need
> for some mythical number it has come up with.
> >
> > That's exactly what happened previously. I don't want it adding numbers,
> or changing numbers. I just want to put in the correct values for each
> line, including tax, hit return and have the final value show up on the
> first line of the transaction.
> >
> > I obviously don't know what I am doing.
> >
> > Help!
> > Neal
>
>
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Re: [GNC] I'm getting started in Gnucash and want to list each item that I buy from one merchant

[Adrien Monteleone]

I'm not certain what you are describing, but I'll hazard a guess that 
you are seeing GnuCash auto-balance the transaction. That is normal. 
Every transaction has to be balanced. (Debits *must* equal Credits)


You are free to enter the transaction however you like, as long as that 
holds true. If your self-entered amounts do not result in equal Debits & 
Credits, GnuCash will create a split initially not assigned to any 
account, but when you commit the transaction and that split remains, it 
will be assigned to the account labeled: 'Imbalance-XXX' (where XXX is a 
currency code) for the difference.


Please read the GnuCash Help Manual and the Tutorial & Concepts Guide 
available in the Help Menu, or online, as you are learning the software. 
Then if you get stuck, come back and ask for help here.


Regards,
Adrien

On 3/9/24 8:18 PM, W. Neal Lewis wrote:

When I do the View > Transaction and put in individual numbers for each item in 
the Withdrawal column, it starts to mess with my figures. It puts in a number at 
the very top. It adds deposits to other entries. What I end up with is a mish-mash 
of costs that the program seems to think that I need for some mythical number it 
has come up with.

That's exactly what happened previously. I don't want it adding numbers, or 
changing numbers. I just want to put in the correct values for each line, 
including tax, hit return and have the final value show up on the first line of 
the transaction.

I obviously don't know what I am doing.

Help!
Neal



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Re: [GNC] I'm getting started in Gnucash and want to list each item that I buy from one merchant

[Adrien Monteleone]

Neal,

You are welcome.

But please remember to hit 'reply-all' or 'reply-list' rather than just 
'reply' so everyone on the list benefits and can participate in this 
discussion.


Individual users may not always be able to help fully with any issue or 
question, others may have better answers or interesting suggestions.


Regards,
Adrien

On 3/9/24 7:10 PM, W. Neal Lewis wrote:

Thank you Adrien,

I will see what I can do with your suggestions.

And yes, I do need a high level of detail.

Thank you again for your reply.

Best regards,
Neal



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Re: [GNC] I'm getting started in Gnucash and want to list each item that I buy from one merchant

[Adrien Monteleone]

You can certainly do so. The exact work flow can vary depending on your 
precise needs.


I don't often have very long transactions (30 or more items) but it does 
happen a few times a year. I frequently have transactions with at least 
5 or so 'splits'.


I'd recommend experimenting with either View > Transaction Journal (my 
preference) or View > Auto Split. That way, if most of your transactions 
need to show individual line item info, you can see it when you enter 
the transaction (Auto Split) or always see that level of detail for all 
transactions. (Transaction Journal) The default view will be least 
helpful to you.


You will not likely be able to easily auto-add tax per line, but can 
certainly put in tax lines manually. (such as one line for food, one for 
medicine, etc.) GnuCash can help with the math here. I put the rate and 
amount in the memo section and then type in the formula in the debit 
column. (e.g., $15.99 * .0845) GnuCash will replace your formula with 
the result showing what the calculated tax amounts to.


Another (but a bit more complicated) option is to put all such 
transactions into 'Vendor Bills' which can do taxes per line, exclusive 
or inclusive of price. But this requires much more careful setup and may 
or may not work for your particular situation.


Most importantly, if you need reporting at all on this detail, it has to 
be entered somehow into GnuCash. Do not just aggregate and enter the 
result. (don't consolidate line items. Enter each one separately as its 
own split, but do enter them in the same transaction if that is how they 
occurred.)


Regards,
Adrien

On 3/9/24 5:40 PM, W. Neal Lewis wrote:
I would like to use Gnucash to keep track of the costs and information 
of each of the things that I buy from a merchant, such as Kroger, Home 
Depot, etc.


There can be 30 to more items on one transaction.

The items can be for different uses, such as food, lumber, computers, etc.

There can be multiple tax rates, depending on the separate tax rates for 
food, prescriptions, hardware, etc.


This information is needed for use at tax time, since I have a small 
business and need to break things out accordingly.


Is Gnucash the right program to use for these needs?


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[GNC] I'm getting started in Gnucash and want to list each item that I buy from one merchant

[W. Neal Lewis]

I would like to use Gnucash to keep track of the costs and information 
of each of the things that I buy from a merchant, such as Kroger, Home 
Depot, etc.


There can be 30 to more items on one transaction.

The items can be for different uses, such as food, lumber, computers, etc.

There can be multiple tax rates, depending on the separate tax rates for 
food, prescriptions, hardware, etc.


This information is needed for use at tax time, since I have a small 
business and need to break things out accordingly.


Is Gnucash the right program to use for these needs?

Thanks.
wnlewis
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Re: [GNC] need help getting started

[David H]

Eric,

On the gnucash.org homepage you must have missed the "Development" panel -
first item - "How to help" points to
https://wiki.gnucash.org/wiki/Contributing_to_GnuCash which covers how to
help with development - scroll down to "Coders" section.  Further links in
it re coding standards, yada, yada, yada.

Cheers David H.


On Sat, 4 Jun 2022 at 05:04, Eric Hammond  wrote:

>
> To the group,
>
> A short intro: I have been a user of Quicken for the last 1000 years or
> so, they have gone from a business that cares about customers to  not
> so much.
> Late last year one of their updates lost or scrambled years of my business
> accounting data, and my backups. Their help line help was "we are so
> sorry..."
>
> I discovered GnuCash in February this year and with a lot of very hard
> work and digging got almost all entries into it: the major journals balance.
> Six months of digging, creating and importing .csv files and seeing what
> broke. And repeat.
>
> I would like to convert my brute force AR and AP entries into the GnuCash
> format and have encountered some issues:
> Importing from CSV to regular journals was tricky, but I got it done and
> balanced.
> Is there any way to import the invoice data from CSV to the
> invoices-A/Receivables, and bills-A/Payables system and have the Posted and
> Paid flags set right?
>
> In the distant past I programmed accounting systems in RPG. Some help
> there.
>
> I have much programming experience (PC computers unfortunately) in C, C++,
> and Python: I would like to help with the project.
> I need help finding out how to do this, I have not yet found such in the
> website maze.
>
> And, how do I contribute the money I would have paid for Quicken to this
> worthy cause?
>
> Thank you for your help,
>
> Eric Hammond
> 670 Rainier Lane
> Port Ludlow, WA 98365
> (949) 244-3595
> e...@jehammond.net
>
> "Be the change that you wish to see in the world."
> ― Mahatma Gandhi
>
>
>
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Re: [GNC] need help getting started

[Adrien Monteleone]

Eric,

Check the Help and the Tutorial (linked from the website, but should be 
available from within GnuCash). I don't recall which, but one describes 
the CSV format for importing bills/invoices.


I don't *think* you can import them as paid, because it isn't just a 
flag on the transaction. There is a link to the payment transaction as 
well that is needed. The only way I know of setting that properly, is to 
either 'Process Payment' or if the payment transaction is already 
entered (most likely in your case) then right-click and 'assign as 
payment'. (which brings up the Process Payment window with some details 
already filled out and which will link that transaction as a payment to 
that 'document')


You could maybe ask on IRC, but I don't think there is a programmatic 
way to do this at this time. (there are python bindings, however, I 
don't think they expose everything)


As for contributions, I think that info is on the website, wiki, or both.

The devs follow this list too, so one of them may see this and offer 
more definitive guidance.


Regards,
Adrien

On 6/3/22 2:02 PM, Eric Hammond wrote:


To the group,

A short intro: I have been a user of Quicken for the last 1000 years or so, 
they have gone from a business that cares about customers to  not so much.
Late last year one of their updates lost or scrambled years of my business accounting 
data, and my backups. Their help line help was "we are so sorry..."

I discovered GnuCash in February this year and with a lot of very hard work and 
digging got almost all entries into it: the major journals balance.
Six months of digging, creating and importing .csv files and seeing what broke. 
And repeat.

I would like to convert my brute force AR and AP entries into the GnuCash 
format and have encountered some issues:
Importing from CSV to regular journals was tricky, but I got it done and 
balanced.
Is there any way to import the invoice data from CSV to the 
invoices-A/Receivables, and bills-A/Payables system and have the Posted and 
Paid flags set right?

In the distant past I programmed accounting systems in RPG. Some help there.

I have much programming experience (PC computers unfortunately) in C, C++, and 
Python: I would like to help with the project.
I need help finding out how to do this, I have not yet found such in the 
website maze.

And, how do I contribute the money I would have paid for Quicken to this worthy 
cause?


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[GNC] need help getting started

[Eric Hammond]

To the group,

A short intro: I have been a user of Quicken for the last 1000 years or so, 
they have gone from a business that cares about customers to  not so much.
Late last year one of their updates lost or scrambled years of my business 
accounting data, and my backups. Their help line help was "we are so sorry..."

I discovered GnuCash in February this year and with a lot of very hard work and 
digging got almost all entries into it: the major journals balance.
Six months of digging, creating and importing .csv files and seeing what broke. 
And repeat.

I would like to convert my brute force AR and AP entries into the GnuCash 
format and have encountered some issues:
Importing from CSV to regular journals was tricky, but I got it done and 
balanced.
Is there any way to import the invoice data from CSV to the 
invoices-A/Receivables, and bills-A/Payables system and have the Posted and 
Paid flags set right?

In the distant past I programmed accounting systems in RPG. Some help there.

I have much programming experience (PC computers unfortunately) in C, C++, and 
Python: I would like to help with the project.
I need help finding out how to do this, I have not yet found such in the 
website maze.

And, how do I contribute the money I would have paid for Quicken to this worthy 
cause?

Thank you for your help,

Eric Hammond
670 Rainier Lane
Port Ludlow, WA 98365
(949) 244-3595
e...@jehammond.net

"Be the change that you wish to see in the world."
― Mahatma Gandhi



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[GNC] Switching from Quickbooks and getting started

[flywire]

Two things you need to consider before deciding to switch:
1) classes are not supported and the workarounds won't do grouping for
reports (ie list all transactions ordered by workaround for class)
2) with cash accounting there is no automatic tax (GST, sales tax, VAT
etc), it only works with accrual accounting

Further to the advice from Jim DeLaHunt, if you actually enter the
transactions in the GnuCash Tutorial and Concepts Guide sections Getting
Started and Managing Personal Finances you'll learn a lot more, and the
switch will be fairly straightforward once you work out how to get your
data loaded. Managing Business Finances (ie accrual accounting) has brief
examples but they are unrelated and do not form a tutorial.
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Re: [GNC] Switching from Quickbooks and getting started

[Jim DeLaHunt]

Hello, Christine, and welcome to GnuCash!

One way to get started is:

1. Read through GnuCash's Tutorial and Concepts Guide
   ,
2. Download the GnuCash app 
3. Install the GnuCash app: do the usual thing on Windows and macOS,
   and read  for Linux or
   if you encounter problems
4. Run GnuCash, create a simple new account hierarchy and new book,
   purely for experimentation. Import data. Try things out. Make
   mistakes. It's only a test book, not your real data.
5. Now start over and make your real account hierarchy and new real
   book. Start importing data for real.
6. As needed, read the GnuCash Help manual
   .
7. As needed, get help from the community. Send mail to this list,
   follow suggestions at .
8. Consider how well you understand the fundamentals of double-entry
   bookkeeping. GnuCash requires you to use double-entry concepts, it
   does not attempt to hide them from you. If double-entry bookkeeping
   is new to you, maybe read an introductory accounting textbook.

Are those clues helpful? Best regards,
    —Jim DeLaHunt


On 2022-06-02 12:13, Christine McSweeney wrote:

I have been using Quickbooks for personal finances and a small business for
which I generate invoices.  Haven't a clue for how to set up gnuchash

*Christine*
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[GNC] Switching from Quickbooks and getting started

[Christine McSweeney]

I have been using Quickbooks for personal finances and a small business for
which I generate invoices.  Haven't a clue for how to set up gnuchash

*Christine*
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Re: Getting started

[Adrien Monteleone]

I’ll also chime in with the following tips:

The TL;DR is that unlike most other software, you are likely to only use ONE 
file with GnuCash. And so, you don’t need to open the file directly as you 
would with other software. Instead, open GnuCash and it will load your data 
file wherever it may reside, and short of including that file location in a 
backup software preference for reliability’s sake, you probably don’t even need 
to care where it actually is.(as long as it is somewhere other than the desktop)

-

You can tweak how many log files are retained by checking in the preferences > 
general tab, option for Retain Log Files. You can choose ’never’, ‘forever’, or 
‘x # of days’, with the default being 30.

Certainly, you should NOT set your DESKTOP to be the default storage location 
of your GnuCash file (or likely any other file, but that’s another topic, 
wholly unrelated to GnuCash)

You CAN do so of course, but as you noticed, one should be prepared for a 
plethora of log files in the same place.

Probably, it would be nice if the software suggested some other alternative, or 
clearly discouraged the user from using the desktop as a default storage 
location with clear and understandable warnings. This has been a mailing list 
topic enough times that such an approach might be a time saver.

Most people in my experience choose the desktop to store things because they 
simply can’t, or are scare, to navigate a single layer of folders. (but somehow 
magically manage to do so FROM THE DESKTOP) But anyway, GnuCash is polite and 
thoughtful enough to not make you need to open the file directly. You don’t 
NEED to store it’s data file on the desktop. It lets you open the software 
first, and it will dutifully open the last used file by default, which for 
probably the super-majority of users, is a pretty sane choice. (the rest of us 
know how to open other files instead, or at the same time)

Regards,
Adrien

> On Mar 31, 2018, at 6:27 PM, Kevin Reid  wrote:
> 
> On Sat, Mar 31, 2018 at 1:40 PM, Jonathan Ames  wrote:
> 
>> I have asked these questions previously, but haven’t understood the
>> answers. I have basically no experience with non-commercial software,
>> and/or may be otherwise unworthy to use Gnucash.
>> 
>> - I want to use Gnucash for both personal and business purposes. I am
>> typing now on Mac/Sierra; I am wondering if I can access the same Gnucash
>> accounts from my Windows 10 computer at my office, assuming program is
>> placed in cloud (e.g., iCloud, Google Drive). Not simultaneously, though
>> perhaps several times/day from each. To date, the windows computer comes
>> back with 'file not found’, though I’ve installed on both.
>> 
> 
> It doesn't matter where the program is installed. GnuCash's data is treated
> as a document — you get to choose where to save it. Save it to a folder
> that's synced with your cloud storage, then on the other computer open it
> from that location.
> 
> 
> - I started setting up on the Mac — and generated a huge number of log
>> files; … They are covering my (Mac) desktop, and/or spreading like wildfire
>> in ‘All My Files’. Is this the price one pays for free software — i.e.,
>> having to constantly clean up?
> 
> 
> The log files are there as part of GnuCash's backups in case the main file
> is damaged or the program crashes. GnuCash will automatically delete old
> ones so they won't accumulate forever. But you should, when you save your
> file, *save it in a folder you create just for GnuCash*, so that you don't
> have to look at them on your desktop or anywhere.
> 
> (To get them out of All My Files, you'll have to go to your *System
> Preferences → Spotlight → Privacy* and add that folder to the list of
> exclusions. I think that should work, anyway — I haven't tried that.)
> 
> What you should do to clean up now is: quit GnuCash, find the main file
> (the one with the shortest name) on your desktop (or just select all of
> them), move it into a *new empty folder for the purpose* in your
> cloud-synced folder, then launch GnuCash (it will not find the file because
> you moved it), and select *File → Open* and open the file from the new
> location you moved it to.
> 
> 
> 
>> Also, are these files important to save, or can they be deleted?
> 
> 
> They can be deleted, but if something else goes wrong at the same time you
> have fewer options for recovery. GnuCash will delete older files
> automatically.
> 
> 
> Samples below.
>> 
> 
> Be warned that by sending these files you have shared some of your
> financial information — the log files contain transactions you have entered.
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> -
> Please remember to C

Re: Getting started

[DaveC49]

Johnathon,

Just to amplify a little bit on Kevin's answers. If you are opening a file
generated at home using Gnucash on your home computer, the copy of Gnucash
running on your work computer cannot know where your files are located until
it is has opened a file for the first time. You have to use file open to
connect to the copy of the file in yourGoogleDrive/Dropbox/iCloud etc. Once
you have opened the file and saved to that location or even just closed it
again, Gnucash should remember that location in future. 

A lot of commercial software takes decisions away from you by default to
simplify use for new users. Those decisions can usually be overridden by
changing the options or Preferences and Gnucash is no exception. Gnucash by
default creates a new file in either the folder/directory which was last
opened in Gnucash or in the case of an initial startup usually in the user's
home directory or whatever it is called by the various operating systems
(Linux/OSX-MacOS/Windows etc).  

The FAQs on the wiki ( https://wiki.gnucash.org/wiki/GnuCash
  ) and the documentation (Help
manual  https://www.gnucash.org/docs/v2.6/C/gnucash-help/help.html
   and the
Tutorial and Concpts guide (
https://www.gnucash.org/docs/v2.6/C/gnucash-guide/
   are the best places
to start but for very specific questions searching the archives can also
help but older information in the archives can sometimes be out of date.

David Cousens



-
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--
Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html
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Re: Getting started

[Kevin Reid]

On Sat, Mar 31, 2018 at 1:40 PM, Jonathan Ames  wrote:

> I have asked these questions previously, but haven’t understood the
> answers. I have basically no experience with non-commercial software,
> and/or may be otherwise unworthy to use Gnucash.
>
> - I want to use Gnucash for both personal and business purposes. I am
> typing now on Mac/Sierra; I am wondering if I can access the same Gnucash
> accounts from my Windows 10 computer at my office, assuming program is
> placed in cloud (e.g., iCloud, Google Drive). Not simultaneously, though
> perhaps several times/day from each. To date, the windows computer comes
> back with 'file not found’, though I’ve installed on both.
>

It doesn't matter where the program is installed. GnuCash's data is treated
as a document — you get to choose where to save it. Save it to a folder
that's synced with your cloud storage, then on the other computer open it
from that location.


- I started setting up on the Mac — and generated a huge number of log
> files; … They are covering my (Mac) desktop, and/or spreading like wildfire
> in ‘All My Files’. Is this the price one pays for free software — i.e.,
> having to constantly clean up?


The log files are there as part of GnuCash's backups in case the main file
is damaged or the program crashes. GnuCash will automatically delete old
ones so they won't accumulate forever. But you should, when you save your
file, *save it in a folder you create just for GnuCash*, so that you don't
have to look at them on your desktop or anywhere.

(To get them out of All My Files, you'll have to go to your *System
Preferences → Spotlight → Privacy* and add that folder to the list of
exclusions. I think that should work, anyway — I haven't tried that.)

What you should do to clean up now is: quit GnuCash, find the main file
(the one with the shortest name) on your desktop (or just select all of
them), move it into a *new empty folder for the purpose* in your
cloud-synced folder, then launch GnuCash (it will not find the file because
you moved it), and select *File → Open* and open the file from the new
location you moved it to.



> Also, are these files important to save, or can they be deleted?


They can be deleted, but if something else goes wrong at the same time you
have fewer options for recovery. GnuCash will delete older files
automatically.


Samples below.
>

Be warned that by sending these files you have shared some of your
financial information — the log files contain transactions you have entered.
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Getting started

[Jonathan Ames]

I have asked these questions previously, but haven’t understood the answers. I 
have basically no experience with non-commercial software,
and/or may be otherwise unworthy to use Gnucash.

- I want to use Gnucash for both personal and business purposes. I am typing 
now on Mac/Sierra; I am wondering if I can access the same Gnucash accounts 
from my Windows 10 computer at my office, assuming program is placed in cloud 
(e.g., iCloud, Google Drive). Not simultaneously, though perhaps several 
times/day from each. To date, the windows computer comes back with 'file not 
found’, though I’ve installed on both.

- I started setting up on the Mac — and generated a huge number of log files; 
disposal of which seems to require IT savvy beyond what is needed for Quicken, 
YNAB, et al. (despite the ease of use assurances). It appears the commercial 
programs either don’t generate them, or hide them in a log folder. They are 
covering my (Mac) desktop, and/or spreading like wildfire in ‘All My Files’. Is 
this the price one pays for free software — i.e., having to constantly clean 
up? Also, are these files important to save, or can they be deleted? Samples 
below.




Gnucash 170715.gnucash.20180310190300.log
Description: Binary data


Whatnow Connect 180207.gnucash.20180211145646.log
Description: Binary data


Gnucash 170715.gnucash.20180318114241.log
Description: Binary data


Gnucash 170715.gnucash.20180318113929.log
Description: Binary data


Gnucash 170715.gnucash.20180318113818.log
Description: Binary data


Gnucash 170715.gnucash.20180317232102.log
Description: Binary data


These were generated by repeated attempts to work with Gnucash. The learning 
curve seems to be:

1. Data is organized information.
2. Data can be letters or numbers.
3. To propagate the bilateral asymmetry along the sequence, one simply 
factor-analyzes the cosign of the tertiary
 radicals appearing within the Fibonacci Sequence generated by the Grunt 
Imperative Command (GIC) 

- get my point?

Any help appreciated — again. Again, 1. Non-simultaneous access by several 
computers/OS with the application placed in cloud’ 2. Understanding & Dealing 
with excess files generated by simple operations.

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Re: Getting started

[Ronal B Morse]

On 02/04/2018 05:45 PM, N B Day wrote:

On Mon, 2018-02-05 at 00:05 +, Buddha Buck wrote:

I don't know if it is what new users usually do, but I think it's
probably
one of the better ways to do it. A lot of the difficulties I see on
the
gnucash-users list come from trying to import data from other
programs,
especially multi-year Quicken imports.

On Sun, Feb 4, 2018 at 6:52 PM Graham Jacks 
wrote:


I have been using Quicken for my finances for some years, but I
want to
change, and I like what I have read about Gnu Cash.  I’ve had
enough
experience with double-entry book-keeping systems to know what it
means.

Would it be feasible to use my closing balances from Quicken, at,
say,
Dec 31 2017 as the opening balances to start my Gnu Cash financials
at Jan
1, 2018?

I plan to keep and be able to access my Quicken files for
historical
purposes (tax returns come to mind), but I was not planning to
import them
into my new Gnu Cash record.


What Budda Buck said.  When I converted to gnucash from that other
demands-an-annual-update software in 2008, I did what you propose and
also ran them in parallel for several months until I was comfortable
that I was getting things right in gnucash.  There is a bit of a
learning curve when transitioning but gnucash is so much better (and
free!) that it is more than worth the trouble imho.

We don't thank the developers nearly often enough for this wonderful
cross-platform software.

Good luck!


Quicken (gak) has a good reports facility.  I spent some time going 
through my Quicken data and printing to .pdf files stuff I thought I was 
likely to need in the future (mostly tax related).   I can get to the 
reports without having to boot Windows and start Quicken, although I 
keep both intact just in case.


As others have mentioned, there's a learning curve to GnuCash, but I 
found it very much worth the effort.


RBM
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Re: Getting started

[N B Day]

On Mon, 2018-02-05 at 00:05 +, Buddha Buck wrote:
> I don't know if it is what new users usually do, but I think it's
> probably
> one of the better ways to do it. A lot of the difficulties I see on
> the
> gnucash-users list come from trying to import data from other
> programs,
> especially multi-year Quicken imports.
> 
> On Sun, Feb 4, 2018 at 6:52 PM Graham Jacks  t>
> wrote:
> 
> > I have been using Quicken for my finances for some years, but I
> > want to
> > change, and I like what I have read about Gnu Cash.  I’ve had
> > enough
> > experience with double-entry book-keeping systems to know what it
> > means.
> > 
> > Would it be feasible to use my closing balances from Quicken, at,
> > say,
> > Dec 31 2017 as the opening balances to start my Gnu Cash financials
> > at Jan
> > 1, 2018?
> > 
> > I plan to keep and be able to access my Quicken files for
> > historical
> > purposes (tax returns come to mind), but I was not planning to
> > import them
> > into my new Gnu Cash record.
> > 
What Budda Buck said.  When I converted to gnucash from that other
demands-an-annual-update software in 2008, I did what you propose and
also ran them in parallel for several months until I was comfortable
that I was getting things right in gnucash.  There is a bit of a
learning curve when transitioning but gnucash is so much better (and
free!) that it is more than worth the trouble imho.

We don't thank the developers nearly often enough for this wonderful
cross-platform software.

Good luck!


-- 
N. B. Day
39.4042 North, 119.7377 West and 1387 meters up, Temp: 18.3 C (KRNO)
Sun, 2018-02-04 at 16:41 PST (UTC -0800)
Epicurus up   5:59,  2 users,  load average: 0.07, 0.22, 0.37
Linux 4.15.0-1-default
openSUSE Tumbleweed 20180202, GNOME Shell 3.26.2
This computer in service for 2565 days.
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Re: Getting started

[Buddha Buck]

I don't know if it is what new users usually do, but I think it's probably
one of the better ways to do it. A lot of the difficulties I see on the
gnucash-users list come from trying to import data from other programs,
especially multi-year Quicken imports.

On Sun, Feb 4, 2018 at 6:52 PM Graham Jacks 
wrote:

> I have been using Quicken for my finances for some years, but I want to
> change, and I like what I have read about Gnu Cash.  I’ve had enough
> experience with double-entry book-keeping systems to know what it means.
>
> Would it be feasible to use my closing balances from Quicken, at, say,
> Dec 31 2017 as the opening balances to start my Gnu Cash financials at Jan
> 1, 2018?
>
> I plan to keep and be able to access my Quicken files for historical
> purposes (tax returns come to mind), but I was not planning to import them
> into my new Gnu Cash record.
>
> Is this what new users usually do?
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Getting started

[Graham Jacks]

I have been using Quicken for my finances for some years, but I want to change, 
and I like what I have read about Gnu Cash.  I’ve had enough experience with 
double-entry book-keeping systems to know what it means. 

Would it be feasible to use my closing balances from Quicken, at, say,  Dec 31 
2017 as the opening balances to start my Gnu Cash financials at Jan 1, 2018? 

I plan to keep and be able to access my Quicken files for historical purposes 
(tax returns come to mind), but I was not planning to import them into my new 
Gnu Cash record.  

Is this what new users usually do?
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