CSV Imports

[Nick Judd]

Hello everyone,

I have been using Gnucash for personal accounting for the last couple of 
years. I have questions about CSV imports relevant to this thread:


https://lists.gnucash.org/pipermail/gnucash-user/2017-March/069914.html

1. Using Gnucash 2.6.18, my experience is that it is not straightforward 
to import transactions from CSV using a CSV /I have generated using 
GNUCash/, into exactly the same account structure.


Am I missing something here?

2. Looking over previous threads, I understand that Gnucash's CSV import 
cannot really handle multi-split transactions. I need multi-split 
transactions and I can code well in Python but am useless in Gnucash's 
native C/C++. The solutions that immediately come to mind are trying to 
shoehorn the data in using Gnucash's Python API (bad) or to use Python 
to reshape the CSV into a more Gnucash-friendly object (easier -> 
better). However, the threads I have seen focus more on the general 
notion that CSV import really isn't going to be ready for prime time 
until 2.8 than on the kinds of things CSV import can currently do well. 
I am interested in the latter.



Apologies for retreading ground that I am sure comes up a lot. Thanks 
for your help.



Best


Nick Judd

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Re: Column spacing

[Liz]

On Mon, 23 Oct 2017 11:35:54 + (UTC)
"David T. via gnucash-user"  wrote:

> Corinna,
> From the image, I surmise that you probably want to get the columns
> *other* than the description a little wider? You will need to ignore
> for a moment the description column (because it's special)*, and
> adjust your other columns. You can try double clicking the column
> headers, which may adjust them automatically, or drag the right side
> out. Once you have the other columns set correctly, you can shrink
> the description column. 
> 
> 
> HTH, David
> * As documented in the Guide, the description column is set to fill
> all extra horizontal space on screen. This is confusing to many
> users,  but has been a long standing convention in gnucash. 

This is a difficult thing to sort out. There are a number of steps to
get it happen.

1. Double click the column headers, this will expand the column to hold
all the data.
2. Now the data doesn't fit in the window, and has a scroll bar at the
bottom. Scroll to the right.
3. Decide which column you are going to make smaller eg Description.
4. Take the bar to the right (between Description and Transfer in this
case) and first tow it to the right, then back to the left where you
want it to go.

I hope someone has a video available on this, because it would be
easiest demonstrated, not written out.

Liz
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Re: exporting

[Dave H]

File >> Export >> Export Transactions to CSV allows you to export an
account's transactions to a csv file you can open with Excel or any text
editor - is this what you are looking for ?

Cheers Dave H.

On 24 October 2017 at 09:13, David Carlson 
wrote:

> Are you having a problem using the Export function or is your problem with
> reading the output with a spreadsheet program?
>
> David C
>
> On Mon, Oct 23, 2017 at 3:58 PM, Jonathan Silvey <
> jonathan.sil...@gmail.com>
> wrote:
>
> > Hi,
> >
> > I'd like to export a single account to Excel but I can't find Export on
> the
> > help pages. I have found Export under File but I can't follow the
> resulting
> > output.
> >
> > Jonathan
> >
> > *Think before you print.*
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Re: exporting

[David Carlson]

Are you having a problem using the Export function or is your problem with
reading the output with a spreadsheet program?

David C

On Mon, Oct 23, 2017 at 3:58 PM, Jonathan Silvey 
wrote:

> Hi,
>
> I'd like to export a single account to Excel but I can't find Export on the
> help pages. I have found Export under File but I can't follow the resulting
> output.
>
> Jonathan
>
> *Think before you print.*
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exporting

[Jonathan Silvey]

Hi,

I'd like to export a single account to Excel but I can't find Export on the
help pages. I have found Export under File but I can't follow the resulting
output.

Jonathan

*Think before you print.*
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Re: How to rename a budget?

[gbguy]

That did it!!!  Thank you VERY much!!!



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Re: Specific Due Date

[Geert Janssens]

Op maandag 23 oktober 2017 22:06:30 CEST schreef Adrien Monteleone:
> Thanks Geert,
> 
> I guess that was too obvious for me to recognize. Sorry to take your time.
> 
> Regards,
> Adrien
> 

:)

You're welcome.

Geert
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Re: Specific Due Date

[Adrien Monteleone]

Thanks Geert,

I guess that was too obvious for me to recognize. Sorry to take your time.

Regards,
Adrien

> On Oct 23, 2017, at 3:03 PM, Geert Janssens  
> wrote:
> 
> Op maandag 23 oktober 2017 21:55:21 CEST schreef Adrien Monteleone:
>> I see the Billing Terms Editor only allows Net days & Proximo (which seems
>> nearly useless for most cases because of the ‘current month’ issue) but no
>> way to set a specific date either explicitly or such as “end of year.”
>> 
>> In particular, I’m dealing with a property tax bill which is due 12/31/17.
>> (they are always due on 12/31) To handle this each year for each property
>> and each taxing agency, I’d have to make custom Net terms that I more than
>> likely will never use again due to day/postal service variations. (and
>> can’t delete once they are used even though that bill is paid)
>> 
>> While terms seem very useful for many cases with respect to invoices, for
>> bills, it would be much more useful to enter the actual due date on the
>> bill rather than having to calculate it and make up a little used billing
>> term.
>> 
>> Am I missing something or should I file a bug/enhancement request?
> 
> For such uses you can choose the "None" terms for your invoice. Then when you 
> post you can manually enter the due date.
> 
> Regards,
> 
> Geert

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Re: Specific Due Date

[Geert Janssens]

Op maandag 23 oktober 2017 21:55:21 CEST schreef Adrien Monteleone:
> I see the Billing Terms Editor only allows Net days & Proximo (which seems
> nearly useless for most cases because of the ‘current month’ issue) but no
> way to set a specific date either explicitly or such as “end of year.”
> 
> In particular, I’m dealing with a property tax bill which is due 12/31/17.
> (they are always due on 12/31) To handle this each year for each property
> and each taxing agency, I’d have to make custom Net terms that I more than
> likely will never use again due to day/postal service variations. (and
> can’t delete once they are used even though that bill is paid)
> 
> While terms seem very useful for many cases with respect to invoices, for
> bills, it would be much more useful to enter the actual due date on the
> bill rather than having to calculate it and make up a little used billing
> term.
> 
> Am I missing something or should I file a bug/enhancement request?

For such uses you can choose the "None" terms for your invoice. Then when you 
post you can manually enter the due date.

Regards,

Geert
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Specific Due Date

[Adrien Monteleone]

I see the Billing Terms Editor only allows Net days & Proximo (which seems 
nearly useless for most cases because of the ‘current month’ issue) but no way 
to set a specific date either explicitly or such as “end of year.”

In particular, I’m dealing with a property tax bill which is due 12/31/17. 
(they are always due on 12/31) To handle this each year for each property and 
each taxing agency, I’d have to make custom Net terms that I more than likely 
will never use again due to day/postal service variations. (and can’t delete 
once they are used even though that bill is paid)

While terms seem very useful for many cases with respect to invoices, for 
bills, it would be much more useful to enter the actual due date on the bill 
rather than having to calculate it and make up a little used billing term.

Am I missing something or should I file a bug/enhancement request?

Regards,
Adrien

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Re: Account report error for transactions the last 30 days

[David Carlson]

Tom,

A running balance is defined on the premise that amounts are in only one
account sorted in chronological order.

Your find criteria cross accounts and may not necessarily be in
chronological order, so it would be purely coincidental if the numbers
matched a transaction report on some selected accounts.

While a running balance could be defined as calculated per view instead of
per account,  GnuCash doesn't work that way.

As the developers sometimes say, patches are welcome.

David C


On Oct 23, 2017 1:05 PM, "Tom"  wrote:

OK, guess I wasn't clear (my bad) the "find" action is am invoking is
from the account hierarchy not from within a register. No account
registers are open and only showing the account tab.

I fail to understand why the total credits/debits at the bottom of the
report are NOT equal when the search criteria is for a single
description and a single expense account.  The search results may
contain splits for more than one asset account (credits) and will show
splits for only the expense account gas (all debits).

The debit/credit splits all appear correct, it is the totals and running
balance which are strange. Usually the debit total is correct and credit
total will be equal to only the latest entry(s).



On 10/23/2017 02:38 AM, Geert Janssens wrote:
> Op maandag 23 oktober 2017 05:08:37 CEST schreef Christopher Lam:
>> Edit > Find and CTRL+F are the same. The resulting search results
register
>> does not, in my view, produce very useful running balances.
>>
> I'll add that Edit > Find behaves slightly differently when invoked from
the
> Account hierarchy or from an account register.
>
> The difference between the two is that when invoked from the Account
> hierarchy, the search will be on all the splits in all accounts, while
when
> invoked on an account register, the search will only run on the splits in
that
> account.
>
> Perhaps this has an effect on the balances you see  (not tested myself) ?
>
>
> Geert
>
>


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Re: How to rename a budget?

[Maf. King]

On Monday, 23 October 2017 19:57:23 BST gbguy wrote:
> Still no response on this question.  Any comments?
> 

Hi - I saw a reply - looking in my archives, I see this:


On Thursday, 12 October 2017 08:27:16 BST Gour wrote:
> On Wed, 11 Oct 2017 13:24:31 -0700 (MST)
> gbguy  wrote:

> Is there any way to rename a budget so that when you
> "Actions->Budget->Open Budget" you see a new name for the budget?
>
> I've tried "Actions->Rename Page" but that does not change the name
> of the budget.  Google nor my searching of this forum yielded any
> help.

Budget-options --> Budget Name field?

Sincerely,
Gour



any help?

Maf.

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Re: How to rename a budget?

[gbguy]

Still no response on this question.  Any comments?



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Re: help finding my file

[Derek Atkins]

Hi,

Lorrie E Clemens  writes:

> OK, so I removed the Gnucash that was in my applications folder and
> mover the Gnucash-2-6.18 in. I double clicked on that and I get the
> Gnucash window that pops up the the small window that says free
> accounting software. But I still get that the file/URI/users... cannot
> be found. I tried launching from the Gnucash icon on my desk top and I
> get the same thing.
> I don’t know what you mean by You will either need to replace it, or
> File Open the new location.

GnuCash on Mac will *always* try to re-open the last file it had opened.
It will do this regardless of how you start gnucash.  Unlike other apps,
even if you double-click on a data file, GnuCash WILL NOT open that data
file -- it will still try opening the last file you had opened.

Because you cleaned off your Desktop that file no longer exists where
GnuCash is looking for it -- hense, it's popping up a dialog to tell you
that it can't be found.

So you have two thing you can do:

1) You can replace the file.  If it's looking in
e.g. /MyFinances.gnucash then you can just find your file
wherever you moved it (deleted it?) and then put it back onto your
Desktop.  Then GnuCash will find it again.

or

2) You can bypass the dialog, and then from GnuCash go the FILE menu,
click on OPEN (File -> Open) and then browse to the location of your
data file.

Regardless, I would suggest that you not store your data file on the
Desktop.  Make a folder and put it in there.

Good Luck,

> Lorrie

-derek

-- 
   Derek Atkins, SB '93 MIT EE, SM '95 MIT Media Laboratory
   Member, MIT Student Information Processing Board  (SIPB)
   URL: http://web.mit.edu/warlord/PP-ASEL-IA N1NWH
   warl...@mit.eduPGP key available
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Re: Account report error for transactions the last 30 days

[Tom]

OK, guess I wasn't clear (my bad) the "find" action is am invoking is
from the account hierarchy not from within a register. No account
registers are open and only showing the account tab.

I fail to understand why the total credits/debits at the bottom of the
report are NOT equal when the search criteria is for a single
description and a single expense account.  The search results may
contain splits for more than one asset account (credits) and will show
splits for only the expense account gas (all debits).

The debit/credit splits all appear correct, it is the totals and running
balance which are strange. Usually the debit total is correct and credit
total will be equal to only the latest entry(s).



On 10/23/2017 02:38 AM, Geert Janssens wrote:
> Op maandag 23 oktober 2017 05:08:37 CEST schreef Christopher Lam:
>> Edit > Find and CTRL+F are the same. The resulting search results register
>> does not, in my view, produce very useful running balances.
>>
> I'll add that Edit > Find behaves slightly differently when invoked from the 
> Account hierarchy or from an account register.
>
> The difference between the two is that when invoked from the Account 
> hierarchy, the search will be on all the splits in all accounts, while when 
> invoked on an account register, the search will only run on the splits in 
> that 
> account.
>
> Perhaps this has an effect on the balances you see  (not tested myself) ?
>
>
> Geert
>
>



smime.p7s
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Re: Gnucash 2.6.18 on Apple OS X 10.13 (High Sierra)

[Geoff Jankowski]

Thanks John, That did it.


Geoff 
+44 20 7100 1092
+44 7770 58 48 38
+33 5 46 97 13 89
+33 6 22 93 00 53










> On 23 Oct 2017, at 13:57, Geoff Jankowski  wrote:
> 
> The release of the latest OS from Apple has prevented my Gnucash 2.6.17 from 
> opening.
> 
> I have downloaded 2.6.18 to see if that solved the problem and although it 
> now opens, it does not respond to mouse or keyboard on the windows.  I can 
> only shut it using the Force Quit function.
> 
> Found this on the web:
> 
> The fundamental problem is documented sort-of in this bug: 
> https://github.com/Dead2/zlib-ng/issues/80 
>  
>  >   
>  >> 
>> 
>> The simplest solution until the next release is to copy 
>> /usr/lib/libz.1.dylib into Gnucash.app/Contents/Resources/lib. You might 
>> want to move the existing one aside first just to be safe.
>> 
> 
> 
> But I do not have a simple /libz.1.dylib
> 
> I have:
> 
> /libz.1.1.3.dylib
> /libz.1.2.5.dylib
> /libz.1.2.8.dylib
> /libz.1.2.11.dylib
> and
> /libz.dylib
> 
> So not sure which to try!
> 
> Is the latest version compatible with the 64 bit OS X 10.13?
> 
> Is there a workaround I can use?
> 
> Do you need more information or crash reports?
> 
> Thanks.
> 
> Geoff
> 
> 
> 
> 
> 
> 
> 
> 
> 
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Re: Gnucash 2.6.18 on Apple OS X 10.13 (High Sierra)

[John Ralls]

> On Oct 23, 2017, at 4:57 AM, Geoff Jankowski  wrote:
> 
> The release of the latest OS from Apple has prevented my Gnucash 2.6.17 from 
> opening.
> 
> I have downloaded 2.6.18 to see if that solved the problem and although it 
> now opens, it does not respond to mouse or keyboard on the windows.  I can 
> only shut it using the Force Quit function.
> 
> Found this on the web:
> 
> The fundamental problem is documented sort-of in this bug: 
> https://github.com/Dead2/zlib-ng/issues/80 
>  
>  >   
>  >> 
>> 
>> The simplest solution until the next release is to copy 
>> /usr/lib/libz.1.dylib into Gnucash.app/Contents/Resources/lib. You might 
>> want to move the existing one aside first just to be safe.
>> 
> 
> 
> But I do not have a simple /libz.1.dylib
> 
> I have:
> 
> /libz.1.1.3.dylib
> /libz.1.2.5.dylib
> /libz.1.2.8.dylib
> /libz.1.2.11.dylib
> and
> /libz.dylib
> 
> So not sure which to try!
> 
> Is the latest version compatible with the 64 bit OS X 10.13?
> 
> Is there a workaround I can use?
> 
> Do you need more information or crash reports?

GnuCash 2.6.18 includes the latest libz (libz.1.2.11.dylib, to answer your 
question), so that’s not what’s going on.

Most likely there’s an open dialog blocking GnuCash’s event loop. They have an 
annoying habit on Macs of hiding behind other windows or appearing in the wrong 
Space, particularly if you have more than one monitor. Once you’re sure that’s 
not the case you can open /Applications/Utilities/Activity Monitor, select 
GnuCash, click the gear in the toolbar, and select “sample process” from the 
menu. Save the resulting report to a file and open a bug report, attaching the 
saved file.

Regards,
John Ralls
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Re: Account report error for transactions the last 30 days

[Ronal B Morse]

On 10/23/2017 03:38 AM, Geert Janssens wrote:

Op maandag 23 oktober 2017 05:08:37 CEST schreef Christopher Lam:

Edit > Find and CTRL+F are the same. The resulting search results register
does not, in my view, produce very useful running balances.


I'll add that Edit > Find behaves slightly differently when invoked from the
Account hierarchy or from an account register.

The difference between the two is that when invoked from the Account
hierarchy, the search will be on all the splits in all accounts, while when
invoked on an account register, the search will only run on the splits in that
account.

Perhaps this has an effect on the balances you see  (not tested myself) ?


Geert
___


Ah yesfor me, this explains much.

Thank you.

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Gnucash 2.6.18 on Apple OS X 10.13 (High Sierra)

[Geoff Jankowski]

The release of the latest OS from Apple has prevented my Gnucash 2.6.17 from 
opening.

I have downloaded 2.6.18 to see if that solved the problem and although it now 
opens, it does not respond to mouse or keyboard on the windows.  I can only 
shut it using the Force Quit function.

Found this on the web:

 The fundamental problem is documented sort-of in this bug: 
https://github.com/Dead2/zlib-ng/issues/80 
 
> 
>> 
> 
> The simplest solution until the next release is to copy /usr/lib/libz.1.dylib 
> into Gnucash.app/Contents/Resources/lib. You might want to move the existing 
> one aside first just to be safe.
> 


But I do not have a simple /libz.1.dylib

I have:

/libz.1.1.3.dylib
/libz.1.2.5.dylib
/libz.1.2.8.dylib
/libz.1.2.11.dylib
and
/libz.dylib

So not sure which to try!

Is the latest version compatible with the 64 bit OS X 10.13?

Is there a workaround I can use?

Do you need more information or crash reports?

Thanks.

Geoff









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Re: Column spacing

[David T. via gnucash-user]

Corinna,
>From the image, I surmise that you probably want to get the columns *other* 
>than the description a little wider? 
You will need to ignore for a moment the description column (because it's 
special)*, and adjust your other columns. You can try double clicking the 
column headers, which may adjust them automatically, or drag the right side 
out. 
Once you have the other columns set correctly, you can shrink the description 
column. 


HTH, David
* As documented in the Guide, the description column is set to fill all extra 
horizontal space on screen. This is confusing to many users,  but has been a 
long standing convention in gnucash. 
 
 
  On Mon, Oct 23, 2017 at 14:40, Kaum Yau Chiew wrote:   
Hi,

I've got a problem. How can I adjust the spacing of the columns back to
their original format? Mine looks like the pasted image. The more I
adjusted them, the worse they become. Please help. Thank you.

[image: Inline image 1]

Corinna Chiew


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Re: Account report error for transactions the last 30 days

[Geert Janssens]

Op maandag 23 oktober 2017 05:08:37 CEST schreef Christopher Lam:
> Edit > Find and CTRL+F are the same. The resulting search results register
> does not, in my view, produce very useful running balances.
> 

I'll add that Edit > Find behaves slightly differently when invoked from the 
Account hierarchy or from an account register.

The difference between the two is that when invoked from the Account 
hierarchy, the search will be on all the splits in all accounts, while when 
invoked on an account register, the search will only run on the splits in that 
account.

Perhaps this has an effect on the balances you see  (not tested myself) ?


Geert
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Column spacing

[Kaum Yau Chiew]

Hi,

I've got a problem. How can I adjust the spacing of the columns back to
their original format? Mine looks like the pasted image. The more I
adjusted them, the worse they become. Please help. Thank you.

[image: Inline image 1]

Corinna Chiew


Virus-free.
www.avast.com

<#DAB4FAD8-2DD7-40BB-A1B8-4E2AA1F9FDF2>
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