RE: unreconcile multiple transactions

2017-12-28 Thread James White 
Sigh.  Of course.

That was super-simple and took me about 5% as long to do.

Also, there is virtually no room for error.

Thanks Warlord

-Original Message-
From: Derek Atkins [mailto:warl...@mit.edu] 
Sent: December 15, 2017 10:55 AM
To: James White 
Cc: gnucash-user@gnucash.org
Subject: Re: unreconcile multiple transactions

Hi,

frozenjim  writes:

> While there is no "SIMPLE" way to un-reconcile an entire account, I 
> have had to do this once or twice in the past and have found what I 
> believe is the easiest way:
>
> Open Account Journal   
> Open Search Dialog (CTRL-F)   
> Search for ALL of these conditions:  
>  
> Reconcile : IS : Reconciled 
> Account : Matches Any Account : (enter your account)
>
> Save the Search   
> Manually clear your reconciled entries:  
>  
> Move to the first reconciled entry 
> CONFIRM you are on the line for your account (i.e. the bank account, not the
> vendor) 
> Click on the "Y" in the reconciled column of the first transaction 
> Entry vanishes from search and mouse is moved to the NEXT entry 
> Repeat until there are no entries left  
> This is still time consuming - and you get hypnotized pretty fast so 
> stay alert - but it is the simplest and least risky method I have come up 
> with.

I would suggest an easier (and less error-prone) way:

* Open the account you want to unreconcile
* View -> Filter By...
  and select the date range you want to unreconcile
* View -> Filter By... -> Status
  and unclick everything but "reconciled"
* Now go through each line and click on the 'y' in the reconciled
  column.  The line will vanish.  And you'll be certain you're
  unreconciling the entry from *this* account and not accidentally from
  another account.

Enjoy!

> Please remember to CC this list on all your replies.
> You can do this by using Reply-To-List or Reply-All.

-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
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Re: Company sponsored stock plan

2017-12-28 Thread David Carlson 
It sounds like your company is setting up an account similar to what we
usually call a 401-K in the US.

Whether it actually is a 401-K or not, you can track the account in the
same way, except for the tax related issues.

You can set up GnuCash to have a brokerage account similar to the example
in the Tutorial with Security accounts as child accounts taking care to
fund them with the correct currency.  As Ignacio mentioned, it may not be
tracked correctly in the advanced portfolio report unless you modify the
example as documented in other discussions here about the Advanced
portfolio report..

Since your base currency is Euros, you will also need to take care which
transactions are in which currency and which ones handle conversions from
USD to Euros.

Good Luck

David C


On Thu, Dec 28, 2017 at 4:33 PM, Ignacio Fernandez Ortega  wrote:

> If you are using the multicurrency example from the guide I am sure is not
> going to work
> I dealt with the same issue last week. Take a look at
> https://lists.gnucash.org/pipermail/gnucash-user/2017-December/073686.html
>
>
> On Thu, Dec 28, 2017 at 4:27 PM, Wolfgang Paul Rauchholz <
> wp.rauchh...@gmail.com> wrote:
>
> > Trying to set the following up, but can‘t get it right. I hope to find
> help
> > here. That is the scheme:
> > The base currency is in €.
> >
> > 1) monthly, a certain amount (in €) is taken off salary and invested in
> >  stocks (in USD)
> > 2) the company adds X-% on top of the amount and stock (in USD) is bought
> > 3) Reporting is done in base currency €.
> >
> > Once this is done,  I need to add quarterly dividends, but I believe I
> saw
> > something in the manual.
> >
> > Thx for your help.
> > --
> >
> > Wolfgang Rauchholz
> > ___
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> > -
> > Please remember to CC this list on all your replies.
> > You can do this by using Reply-To-List or Reply-All.
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Re: Has the Treasury Direct interface changed?

2017-12-28 Thread farleykj 
John,
I get the results you get from "curl". A whole lot of code. So this narrows
my troubles down to the use of Perl for requests? I'm currently using
version 5.18.





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Re: Has the Treasury Direct interface changed?

2017-12-28 Thread farleykj 
I'm not using a proxy. I tried using identification strings for a few other
browers, like Chrome, Internet Explorer, Safari, etc. and to no avail.



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Re: Has the Treasury Direct interface changed?

2017-12-28 Thread John Ralls 


> On Dec 28, 2017, at 2:45 PM, farleykj  wrote:
> 
> Well, that really does me in, I guess. Odd that I can use their on-site tools
> to get values of things, but can't via Perl.
> 

Try the curl line I posted earlier, then look into your browser settings, for 
example are you using a proxy?

Regards,
John Ralls

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Re: Has the Treasury Direct interface changed?

2017-12-28 Thread farleykj 
Well, that really does me in, I guess. Odd that I can use their on-site tools
to get values of things, but can't via Perl.



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Re: Company sponsored stock plan

2017-12-28 Thread Ignacio Fernandez Ortega 
If you are using the multicurrency example from the guide I am sure is not
going to work
I dealt with the same issue last week. Take a look at
https://lists.gnucash.org/pipermail/gnucash-user/2017-December/073686.html


On Thu, Dec 28, 2017 at 4:27 PM, Wolfgang Paul Rauchholz <
wp.rauchh...@gmail.com> wrote:

> Trying to set the following up, but can‘t get it right. I hope to find help
> here. That is the scheme:
> The base currency is in €.
>
> 1) monthly, a certain amount (in €) is taken off salary and invested in
>  stocks (in USD)
> 2) the company adds X-% on top of the amount and stock (in USD) is bought
> 3) Reporting is done in base currency €.
>
> Once this is done,  I need to add quarterly dividends, but I believe I saw
> something in the manual.
>
> Thx for your help.
> --
>
> Wolfgang Rauchholz
> ___
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> Please remember to CC this list on all your replies.
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Re: Has the Treasury Direct interface changed?

2017-12-28 Thread John Ralls 


> On Dec 28, 2017, at 1:56 PM, farleykj  wrote:
> 
> Sorry, I thought I'd responded to the message about telling the agent what
> browser it is identifying itself as.
> I'm using Perl, and the code I'm using to see what's up is as follows:
> 
> 
> use LWP::UserAgent ;
> use LWP::Simple ;
> 
> my $urlSite  = "https://www.treasurydirect.gov/BC/SBCPrice; ;
> my $idBrowser = "Mozilla/5.0 (Macintosh; Intel Mac OS X 10.12; rv:57.0)
> Gecko/20100101 Firefox/57.0" ;
> 
> my $userAgent = LWP::UserAgent->new ;
> $userAgent->agent ( $idBrowser ) ;
> 
> my $resData = $userAgent->get ( $urlSite ) ;
> print "--- [ CONTENT ] --- \n" ;
> print $resData->content . "\n" ;
> print "--- [ CONTENT ] --- \n" ;
> 
> 
> The output I get from this is as follows:
> 
> --- [ CONTENT ] --- 
> Can't connect to www.treasurydirect.gov:443 (Connection refused)
> 
> LWP::Protocol::https::Socket: connect: Connection refused at
> /Library/Perl/5.18/LWP/Protocol/http.pm line 49.
> 
> --- [ CONTENT ] --- 
> 
> It's not like I'm some expert in Perl, but I have been using the module I
> wrote for a couple of years. It was working fine until somewhere around the
> middle of this month, then suddenly failed. Attempting to debug things shows
> that even the simplest attempts to communicate with the site don't get me
> anything but the above error message.
> 

It's not your script or treasurydirect.gov. When I run your script I get:

--- [ CONTENT ] ---
http://www.w3.org/TR/xhtml1/DTD/xhtml1-strict.dtd;>
http://www.w3.org/1999/xhtml;>



Calculate the Value of Your Paper Savings Bond(s)

 @import "/css/bc_all.css"; 



 @import 
"/css/gw_indiv_screen.css"; 
 @import 
"/css/gw_indiv_print.css"; 


[* A lot of output removed for brevity 
**]





--- [ CONTENT ] ---

So the problem would seem to be between you and them.

Regards,
John Ralls


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Company sponsored stock plan

2017-12-28 Thread Wolfgang Paul Rauchholz 
Trying to set the following up, but can‘t get it right. I hope to find help
here. That is the scheme:
The base currency is in €.

1) monthly, a certain amount (in €) is taken off salary and invested in
 stocks (in USD)
2) the company adds X-% on top of the amount and stock (in USD) is bought
3) Reporting is done in base currency €.

Once this is done,  I need to add quarterly dividends, but I believe I saw
something in the manual.

Thx for your help.
-- 

Wolfgang Rauchholz
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Re: Has the Treasury Direct interface changed?

2017-12-28 Thread Colin Law 
On 28 December 2017 at 18:26, farleykj  wrote:

> I did try this. The only effect from changing it is to get a different
> number
> at the end of the failure message, i.e. it goes from
>

You did try what? Since you have not quoted the message you are replying to
we do not know which suggestion you tried.

Colin




>
> "Can't connect to www.treasurydirect.gov:80 (Connection refused)"
>
> to
>
> "Can't connect to www.treasurydirect.gov:443 (Connection refused)"
>
> This is rather mysterious problem
>
>
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Re: Has the Treasury Direct interface changed?

2017-12-28 Thread John Ralls 


> On Dec 28, 2017, at 10:26 AM, farleykj  wrote:
> 
> I did try this. The only effect from changing it is to get a different number
> at the end of the failure message, i.e. it goes from
> 
> "Can't connect to www.treasurydirect.gov:80 (Connection refused)"
> 
> to
> 
> "Can't connect to www.treasurydirect.gov:443 (Connection refused)"
> 
> This is rather mysterious problem

How exactly are you trying to connect? 
I just tried 
  curl -o treasurydirect 
https://www.treasurydirect.gov/TA_WS/securities/auctioned?format=json=FRN
and got back a 437K JSON dump.

Regards,
John Ralls

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Re: Has the Treasury Direct interface changed?

2017-12-28 Thread farleykj 
I did try this. The only effect from changing it is to get a different number
at the end of the failure message, i.e. it goes from

"Can't connect to www.treasurydirect.gov:80 (Connection refused)"

to

"Can't connect to www.treasurydirect.gov:443 (Connection refused)"

This is rather mysterious problem



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Re: Report to help with budgeting

2017-12-28 Thread Gour 
On Wed, 27 Dec 2017 16:19:07 -0600
Jon Schewe  wrote:

> For those that like envelope budgeting, but want to leverage the
> budgeting capabilities of GnuCash I've written a report that makes it
> possible to see the status of each budget account. I've put in an

That's something that makes me consider to use some of the #plaintextaccounting
packages since I'd like to have envelope budgeting as well as some forecasting
as described in:

http://hledger.org/budgeting-and-forecasting.html

so, your report might be a savior. :-)

I downloaded it report and put it in my ~/.gnucash and added the
following line to the config.user:

load (gnc-build-dotgnucash-path "transaction_budget-jps.scm))

but I can't see it in the menu, so wonder what do I miss?


Sincerely,
Gour

-- 
He who is satisfied with gain which comes of its own accord, who
is free from duality and does not envy, who is steady in both
success and failure, is never entangled, although performing actions.


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Re: Has the Treasury Direct interface changed?

2017-12-28 Thread Colin Law 
On 27 December 2017 at 21:55, farleykj  wrote:

> The URL is listed with https. But, for the record, I tried http and https
> in
> futile attempts to connect. Neither makes any difference. The error message
> you refer to is the "contents" of the results I get from a query to the
> website, and doesn't make any reference to http or https. It is the output
> generated by my actions.
>

Have you tried with a user agent string such as
Mozilla/5.0 (X11; Linux x86_64; rv:56.0) Gecko/20100101 Firefox/56.0
or an equivalent windows one.

Colin
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