Re: [GNC] I can't see above the current widow

[David Cousens]

I had thought of suggesting getting a shorter widow!



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Re: [GNC] I can't see above the current widow

[Stan Brown]

Every time I see this topic, I'm reminded of the old Gerard Hoffnung
routine. He is reading (supposedly) letters from Tyrolean landlords who
responded to his holiday inquiries, and one of then wrote:

"There is a French widow in every bedroom ... affording delightful
prospects!"

(For the full effect, you have to hear it in his magnificent declamatory
voice. It's probably on Youtube, because it's part of his famous
"Bricklayer" speech to the Oxford Union.)

-- 
Regards,
Stan Brown
Tompkins County, New York, USA
http://BrownMath.com
http://OakRoadSystems.com


On 2019-04-25 16:22, gnucash-user-requ...@gnucash.org wrote:
> Re: [GNC] I can't see above the current widow
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Re: [GNC] Changing account tree on large database

[David Cousens]

The following bit of the Wiki may be some help:
https://wiki.gnucash.org/wiki/Quicken_Migration

The documentation on the importer is in need of some improvement and that is
underway but not useful yet. There are some additions in the just released
3.5 documentation, mainly to do with the CSV importer but there were some
mods to the matcher info as well.

David Cousens



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Re: [GNC] 6.15.5.2. Assign a Destination Account to Multiple Transaction

[David Cousens]

Hi Jeff,

I originally did the mods as a new feature in the master branch and they
would have come out with GnuCash 4 along with the corresponding document
changes. The documentation was shifted up in priority,  I think to meet a
need for more up to date information in importer documentation. I have asked
John if we can switch it to the maint branch so it comes out in V3.6. It has
to be checked out for unwanted interaction with the rest of the code by the
main developers but as the code changed is localized to the importer and not
utilized elsewhere this is unlikely to cause any problems.  I have just
incorporated the 2 files changed into my local v3.5 copy  and built it and
it is working without any obvious problems apart from a warning about a
deprecation of a routine coming up in GTK. I'll patch that in the next day
or so.

David Cousens



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Re: [GNC] Downloading stock prices in the UK

[Adrien Monteleone]

Eric,

Just for completeness, v3.5 is the most current. But 3.4 is what is in the 
19.04 repos.

For now, if you want 3.5 you’ll need to build from source. (easy to do)

One list user is working on re-packaging a .deb of 3.5 to work on 19.04 and 
there is an unpublicized (and very experimental) Flatpak floating around, 
though I don’t know if it is at 3.5 yet.

I don’t keep up with FQ version numbers to know if there is a more recent one 
packaged with 3.5.

Regards,
Adrien

> On Apr 25, 2019, at 4:22 PM, Eric Coates  wrote:
> 
> Alan
> 
> Before commenting about the failure of Get Online Quotes to get anything 
> useful a small amplification of Fred Bone's comment that *Type* can be 
> anything you want (Fred has given his choice, I use a different set - LSE for 
> London quoted shares, EUREX for shares quoted on continental European 
> bourses, Fund for unit trusts - use whatever works for you ) so can the 
> *F**ull Name* - for example you could use SSE or Scottish and Southern 
> Electricity or even its full formal name SSE Plc Ord 50p.
> 
> As for why you're not getting even one quote ...
> 
> You've obviously got an internet connection and you're?? ticking the *Get 
> Online Quotes* box and (I assume) you've updated the AphaVantage.pm file so 
> I'm close to the edge of my knowledge.
> 
> On the basis of those assumptions, I'd try something a little "left field". 
> Safeguard your data and try changing the source of quotes to *Single - Yahoo 
> as JSON*. As I said earlier Yahoo is seen as reliable (I use it for my 
> European shares) but I'd expect you to get a price that will be 100 times too 
> big (just try one share then if you're brave/foolhardy enough to risk your 
> live data it's easy to delete the wrong value). The result of this experiment 
> may (just may) give us something to get our teeth into. And when I say 
> "us"/"our" I mean the community at large - as I said I'm staring into the 
> dark.
> 
> Best wishes
> 
> Eric
> 
> PS: But there's a small niggle that I've just noticed: I've just upgraded my 
> operating system and got an upgraded gnuCash as a bonus (I'm now running 
> gnuCash 3.4 with Finance::Quote 1.47 on Ubuntu 19.04 all of which, I believe, 
> are the most up-to-date versions). In the Edit Security window what used to 
> appear as *AlphaVantage* in the *Unknown* category now appears as 
> *Alphavantage, US* under *Single*. Even though the name has changed 
> Alphavantage, US gives me legitimate values for UK shares. Did the US put you 
> off? It seems unlikely.
> 
> 
> ==
> 


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Re: [GNC] I can't see above the current widow

[Adrien Monteleone]

Is that particular account fairly new/empty? That is, the size of the scrollbar 
indicates there aren’t many transactions in it. (the bar will size according to 
how ‘long the page’ is just like in a web browser or word processor, the 
shorter the bar, the longer the page) If there are years of transactions there, 
something is wrong.

There was a bug in an early 3.x version where the scroll bar sat at the bottom 
and didn’t move, but the content did. I think I also couldn’t scroll by trying 
to drag the bar itself. (my mouse wheel and trackpad though allowed me to view 
content ‘above the fold’ and presumably arrow keys would have as well, but I 
didn’t use them then.) That however has been fixed, at least I can confirm, on 
Mac and Linux. Perhaps it still needs addressing on Windows unless someone else 
here can confirm it works properly on that OS.

But if you can’t actually scroll to the earlier content, or advance to it with 
the up arrow, I’d say you found a bug.

Regards,
Adrien

> On Apr 25, 2019, at 3:21 PM, Jonathan Silvey  
> wrote:
> 
> Hi Colin
> Here's a picture of a screenshot of my Gnucash file and of my version
> number. I hope this helps!
> Jonathan

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Re: [GNC] Changing account tree on large database

[Adrien Monteleone]

> On Apr 25, 2019, at 3:16 PM, Cricket Onebit  
> wrote:
> 
> Hello,
> 
> I'm preparing to convert 14,000 transactions from Quicken. It's a bit
> overwhelming, and I've put it off for years.

Sounds like a daunting task. I don’t do such imports, but reading the various 
threads over the years, this will be a doozy.

I’d try finding some of those threads or asking about a general ‘best 
practices’ or ‘workflow’ to accomplish this with the least amount of headache.

Considering your #1 below, you might find it easier to either make those 
category changes in Quicken first, or else create your intended target accounts 
in GnuCash first, and import one account at a time from Quicken, placing the 
transactions where you want them.

> 
> 1. Can I move child accounts to other parents, and promote / demote them? I
> want to make some major changes, mostly Clothes-kid1 to kid1-clothes. It's
> one more excuse for delaying the move.

Yes, you can do this at will, over and over till you have your tree the way you 
like it. (and then re-factor it again months later when you change your mind)

If however, you have a case of Expenses:Clothes:Kid1 and want to change that to 
Expenses:Kid1:Clothes, it will be a little trickier as the transactions are in 
`Kid1`, but you now want them to be in `Clothes` which will be a sub-account of 
`Kid1`. You can take several approaches:

1. Renaming

a. Rename Expenses:Clothes and Expenses:Clothes:Kid1 to temporary names, 
perhaps - Expenses:Kid1-Clothes & Expenses:Kid1-Clothes:Clothes-Kid1

This way, you won’t have any naming collisions or confusion.

b. Rename them again, this time to the desired end result - Expenses:Kid1 & 
Expenses:Kid1:Clothes

or

2. Create new accounts and delete old ones

a. Create the desired end accounts - Expenses:Kid1 & Expenses:Kid1:Clothes

b. Delete the undesired sub-accounts - Expenses:Clothes:Kid1, GnuCash will 
prompt where you want to move the transactions, select the new account you just 
created.

c. When the old Expenses:Clothes parent account is empty, you can delete it. 
(if it has transactions, which it shouldn’t, you could move them to the new 
`Kid1` parent if that makes sense, or if they were more generic, some other 
more appropriate account.

Also, for this particular example, I’d opt for tags for each kid instead of 
accounts, see below about Cars.


> 
> 2. Is there a length limit for descriptions, memos, notes, etc? I might use
> keywords in those fields to duplicate Quicken's tags. A quick experiment
> shows I can report on "transactions containing #tagone." Yay!

I’ve not found one yet, though that may be in the documentation. Look into 
Double-Line mode to give you an extra note field. Once discovered, I now use it 
extensively.

> 
> 3. Is there a problem if I have transactions under each level of account,
> such as Car, Car-Ford, and Car-Ford-Accident? I vaguely remember reading
> I'd have to change some report settings.

Ideally, parent accounts should be placeholders. If you have miscellaneous 
transactions that don’t fit under a sub-account (but do, say, obviously belong 
to `Car`) then make a `Misc` or so sub-account for them. Note, `Accident` and 
`Ford` should probably be tags, not accounts. Accounts should be more generic. 
This way, you can still have report flexibility, but you aren’t causing 
yourself to make your account structure dependent on ‘labels’ that you might 
desire to change 6 months down the road. (and if you sell that Ford and buy 
some other make, how would you compare periods?)

Here’s my `Auto` sub-tree for example:

Auto
-Auto Insurance
|
-Fuel
-E10
|
-Gas
-Parking
-Repair & Maintenance
-Fluids
-Labor
-Parts
 -Warranty
-Supplies

See how I track why I am spending money, not necessarily which car it is on. 
(that would be a tag) Also, I do most of my own maintenance, which is why I 
bother to have subs for R The fuel breakdown is part of my budget discipline 
- I prefer not to buy E10 if I can help it, this exposes such purchases, I 
suppose I should use the split memo or a tag here though. If I had different 
cars with different or flexible fuel requirements, like E85, Diesel, LNG, or 
Electricity, I’d want to split them out like I have here. And since that is 
likely in the future, I decided to create the sub-accounts now.

I also put Auto Insurance under `Auto` rather than `Insurance` because it makes 
reporting the full expense impact of my car easier. (reporting all, even 
unrelated, insurances together doesn’t seem useful to me) If the car weren’t 
paid for, I’d still have a bit of number crunching or creative reporting for 
the liability payoffs, but this gets me the info how I want to see it.

Finally, I have a separate account under "Household:Lawn & Garden" where I 
record fuel purchases (among other things) for my lawn equipment. I don’t 
record that under Auto:Fuel because it isn’t for the car, it is for 

Re: [GNC] Downloading stock prices in the UK

[Eric Coates]

Alan

Before commenting about the failure of Get Online Quotes to get anything 
useful a small amplification of Fred Bone's comment that *Type* can be 
anything you want (Fred has given his choice, I use a different set - 
LSE for London quoted shares, EUREX for shares quoted on continental 
European bourses, Fund for unit trusts - use whatever works for you ) so 
can the *F**ull Name* - for example you could use SSE or Scottish and 
Southern Electricity or even its full formal name SSE Plc Ord 50p.


As for why you're not getting even one quote ...

You've obviously got an internet connection and you're?? ticking the *Get 
Online Quotes* box and (I assume) you've updated the AphaVantage.pm file 
so I'm close to the edge of my knowledge.


On the basis of those assumptions, I'd try something a little "left 
field". Safeguard your data and try changing the source of quotes to 
*Single - Yahoo as JSON*. As I said earlier Yahoo is seen as reliable (I 
use it for my European shares) but I'd expect you to get a price that 
will be 100 times too big (just try one share then if you're 
brave/foolhardy enough to risk your live data it's easy to delete the 
wrong value). The result of this experiment may (just may) give us 
something to get our teeth into. And when I say "us"/"our" I mean the 
community at large - as I said I'm staring into the dark.


Best wishes

Eric

PS: But there's a small niggle that I've just noticed: I've just 
upgraded my operating system and got an upgraded gnuCash as a bonus (I'm 
now running gnuCash 3.4 with Finance::Quote 1.47 on Ubuntu 19.04 all of 
which, I believe, are the most up-to-date versions). In the Edit 
Security window what used to appear as *AlphaVantage* in the *Unknown* 
category now appears as *Alphavantage, US* under *Single*. Even though 
the name has changed Alphavantage, US gives me legitimate values for UK 
shares. Did the US put you off? It seems unlikely.



==

On 25/04/2019 20:01, AEG via gnucash-user wrote:

I think I've just figured out the Namespace/Security type from your first
sentence Eric, which is that the name LSE should be used. However, I'm still
not having any success with downloading quotes, even with just one stock at
the time.

Alan



GnuCash - User mailing list wrote

Hi Eric,

Thank you for your help with this.
I understand that the Symbol/Abbreviation should be SSE.L and that agrees
with what I used to use with AceMoney, but I'm a little confused about
what
should appear under the heading "Namespace" in the GnuCash Security Editor
and under the heading "Security" in the Price Editor.

The existing security types are listed as AMEX, EUREX, FUND, NASDAQ and
NYSE, none of which appears relevant for me, which is why I created the
LON
type. I did this because, when I looked up SSE.L in Google, it came back
with the code LON: SSE and when I did the same thing for AMZN it came back
with NASDAQ: AMZN , so I concluded that LON ought to work.

If that is not right, what should my security type be?

Alan



Hi Alan

The namespace for LSE is L; thus Symbol/Abbreviation should be SSE.L
Similarly for other LSE quoted stocks





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Re: [GNC] Changing account tree on large database

[David Carlson]

 Cricket Onebit,

I would suggest running an extended test possibly by importing one or two
month's data into GnuCash then running both GnuCash and Quicken in parallel
for a couple of months. It is easy to start over if you decide to do it a
different way.

Generally, GnuCash does not have any limits that most user could
encounter.  Often, because of differences with Quicken some things are
easier to fix in Quicken before exporting and other things are easier to
fix in GnuCash after importing, and it depends a lot on what your data
looks like, so it is not easy to give general rules.

David Carlson

On Thu, Apr 25, 2019 at 3:19 PM Cricket Onebit 
wrote:

> Hello,
>
> I'm preparing to convert 14,000 transactions from Quicken. It's a bit
> overwhelming, and I've put it off for years.
>
> 1. Can I move child accounts to other parents, and promote / demote them? I
> want to make some major changes, mostly Clothes-kid1 to kid1-clothes. It's
> one more excuse for delaying the move.
>
> 2. Is there a length limit for descriptions, memos, notes, etc? I might use
> keywords in those fields to duplicate Quicken's tags. A quick experiment
> shows I can report on "transactions containing #tagone." Yay!
>
> 3. Is there a problem if I have transactions under each level of account,
> such as Car, Car-Ford, and Car-Ford-Accident? I vaguely remember reading
> I'd have to change some report settings.
>
> Just point me to the right bit of the manual if the details are there. It's
> a good manual but there's a lot in it.
>
> 
>
> New eyes found:
>
> The link to search Nabble is broken.
> https://lists.gnucash.org/search/?idxinfo=gnucash-user . (I got there from
> https://lists.gnucash.org/mailman/listinfo/gnucash-user .)
>
> (The link to Google gave posts from 2018, even though there are more recent
> ones with the word "Quicken". Not something GNUCash has any control over.)
>
> Thanks!
>
>
>
>
> --
> +++
>
> Not as a ladder from earth to Heaven, not as a witness to any creed,
> But simple service simply given to his own kind in their common need.
> -- Rudyard Kipling
> ___
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-- 
David Carlson
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Re: [GNC] I can't see above the current widow

[Greg Feneis]

Also, does the unwillingness to scroll happen only on the account register
shown, or does it happen only on some other account registers, or all
account registers?

I just opened my GnuCash, opened a register, put the cursor in the
description field of a transaction, and then pressed the up arrow.  The
cursor moved to the next transaction above and selected the text of that
description field.  The background of the selected transaction changed to
yellow from green.  When I pressed the up arrow repeatedly, the cursor
eventually moved to the uppermost transaction and then the list of
transactions began to scroll every time I pressed the up arrow key.  If you
try this, do you get the same behavior?




Kind regards,

Greg Feneis




On Thu, Apr 25, 2019 at 1:36 PM Colin Law  wrote:

> Also what do you see if, from that page, you select View > Filter By >
> Date and View > Filter By > Status?
>
> Colin
>
> On Thu, 25 Apr 2019 at 21:22, Jonathan Silvey 
> wrote:
> >
> > Hi Colin
> > Here's a picture of a screenshot of my Gnucash file and of my version
> number. I hope this helps!
> > Jonathan
> >
> >
> >
> > On Thu, 25 Apr 2019 at 07:07, Colin Law  wrote:
> >>
> >> Can you show us a screenshot so we can see exactly what you mean. Also
> check in Help > About that you are running the version you think you are.
> >>
> >> Colin
> >>
> >> On Wed, 24 Apr 2019, 22:19 Jonathan Silvey, 
> wrote:
> >>>
> >>> Hi,
> >>> I've just downloaded v3.5 and the same thing is happening: the scroll
> bar is stuck.
> >>>
> >>> Jonathan
> >>>
> >>>
> >>>
> >>> On Tue, 23 Apr 2019 at 21:31, Colin Law  wrote:
> 
>  One of the suggestions was to upgrade to at least 2.6.21.  You said
>  that the suggestions so far have not helped. Which version did you
>  upgrade to?
> 
>  Colin
> 
>  On Tue, 23 Apr 2019 at 21:26, Jonathan Silvey <
> jonathan.sil...@gmail.com> wrote:
>  >
>  > It seems what I was trying to say was that the scrollbar will not
> move to a
>  > date earlier than the top of the window. That's what I meant by
> 'moving up'.
>  >
>  >
>  > Jonathan
>  >
>  >
>  >
>  > On Mon, 22 Apr 2019 at 04:49, Adrien Monteleone <
>  > adrien.montele...@lusfiber.net> wrote:
>  >
>  > > I’ve never tried to move ‘up’ the register page with an arrow key.
>  > >
>  > > Can you not use the scroll bar?
>  > >
>  > > Also, please always reply to the list address.
>  > >
>  > > Regards,
>  > > Adrien
>  > >
>  > > > On Apr 21, 2019, at 6:30 PM, Jonathan Silvey <
> jonathan.sil...@gmail.com>
>  > > wrote:
>  > > >
>  > > > Sorry my question wasn't clear.
>  > > >
>  > > > When I am in an account window, and I enter today's
> transaction, it duly
>  > > appears. When up-arrow to the top entry of the page, it goes up
>  > > successfully. But if I up-arrow when the cursor is on the top
> entry of the
>  > > page, nothing happens and the page remains the same.
>  > > >
>  > > > If I put in a transaction earlier than the one in the top line
> and press
>  > > return, the entry is  successful, but I can never see it. I know
> it''s
>  > > there because the balance has changed by the amount I entered,
> and also
>  > > Search Results finds it.
>  > > >
>  > > > I hope this is clearer.
>  > > >
>  > > > I understand your point about autofill in different accounts.
> My point
>  > > was that it does not autofill entries in the same account unless
> they are
>  > > on the page I can see.
>  > > >
>  > > > Thanks for any help you can provide.
>  > > >
>  > > > Jonathan
>  > > >
>  > > >
>  > > >
>  > > > On Wed, 17 Apr 2019 at 10:34, Adrien Monteleone <
>  > > adrien.montele...@lusfiber.net> wrote:
>  > > >
>  > > >
>  > > > > On Apr 17, 2019, at 4:24 AM, Jonathan Silvey <
>  > > jonathan.sil...@gmail.com> wrote:
>  > > > >
>  > > > > For some reason, I cannot go above the top line of a window.
>  > > >
>  > > > What do you mean by "cannot go above the top line of a window?”
> Go above
>  > > it how? What are you expecting to see? What are you referring to
> as the
>  > > ’top line’?
>  > > >
>  > > >
>  > > > >
>  > > > > Two possible clues are that the Accounts totals are correct,
> so the
>  > > > > information is there somewhere. But when I add a Description
> which I
>  > > have
>  > > > > used many times before (but not in the current window), the
>  > > Description is
>  > > > > treated as though I’ve never used it before, ie I have to
> type the
>  > > whole
>  > > > > entry.
>  > > >
>  > > > If you use a description in one account register, it is *not*
> remembered
>  > > for auto-fill in a different account register. That is a
> per-account thing.
>  > > >
>  > > > So if you enter a transaction with a description 

Re: [GNC] I can't see above the current widow

[Colin Law]

Also what do you see if, from that page, you select View > Filter By >
Date and View > Filter By > Status?

Colin

On Thu, 25 Apr 2019 at 21:22, Jonathan Silvey  wrote:
>
> Hi Colin
> Here's a picture of a screenshot of my Gnucash file and of my version number. 
> I hope this helps!
> Jonathan
>
>
>
> On Thu, 25 Apr 2019 at 07:07, Colin Law  wrote:
>>
>> Can you show us a screenshot so we can see exactly what you mean. Also check 
>> in Help > About that you are running the version you think you are.
>>
>> Colin
>>
>> On Wed, 24 Apr 2019, 22:19 Jonathan Silvey,  
>> wrote:
>>>
>>> Hi,
>>> I've just downloaded v3.5 and the same thing is happening: the scroll bar 
>>> is stuck.
>>>
>>> Jonathan
>>>
>>>
>>>
>>> On Tue, 23 Apr 2019 at 21:31, Colin Law  wrote:

 One of the suggestions was to upgrade to at least 2.6.21.  You said
 that the suggestions so far have not helped. Which version did you
 upgrade to?

 Colin

 On Tue, 23 Apr 2019 at 21:26, Jonathan Silvey  
 wrote:
 >
 > It seems what I was trying to say was that the scrollbar will not move 
 > to a
 > date earlier than the top of the window. That's what I meant by 'moving 
 > up'.
 >
 >
 > Jonathan
 >
 >
 >
 > On Mon, 22 Apr 2019 at 04:49, Adrien Monteleone <
 > adrien.montele...@lusfiber.net> wrote:
 >
 > > I’ve never tried to move ‘up’ the register page with an arrow key.
 > >
 > > Can you not use the scroll bar?
 > >
 > > Also, please always reply to the list address.
 > >
 > > Regards,
 > > Adrien
 > >
 > > > On Apr 21, 2019, at 6:30 PM, Jonathan Silvey 
 > > > 
 > > wrote:
 > > >
 > > > Sorry my question wasn't clear.
 > > >
 > > > When I am in an account window, and I enter today's transaction, it 
 > > > duly
 > > appears. When up-arrow to the top entry of the page, it goes up
 > > successfully. But if I up-arrow when the cursor is on the top entry of 
 > > the
 > > page, nothing happens and the page remains the same.
 > > >
 > > > If I put in a transaction earlier than the one in the top line and 
 > > > press
 > > return, the entry is  successful, but I can never see it. I know it''s
 > > there because the balance has changed by the amount I entered, and also
 > > Search Results finds it.
 > > >
 > > > I hope this is clearer.
 > > >
 > > > I understand your point about autofill in different accounts. My 
 > > > point
 > > was that it does not autofill entries in the same account unless they 
 > > are
 > > on the page I can see.
 > > >
 > > > Thanks for any help you can provide.
 > > >
 > > > Jonathan
 > > >
 > > >
 > > >
 > > > On Wed, 17 Apr 2019 at 10:34, Adrien Monteleone <
 > > adrien.montele...@lusfiber.net> wrote:
 > > >
 > > >
 > > > > On Apr 17, 2019, at 4:24 AM, Jonathan Silvey <
 > > jonathan.sil...@gmail.com> wrote:
 > > > >
 > > > > For some reason, I cannot go above the top line of a window.
 > > >
 > > > What do you mean by "cannot go above the top line of a window?” Go 
 > > > above
 > > it how? What are you expecting to see? What are you referring to as the
 > > ’top line’?
 > > >
 > > >
 > > > >
 > > > > Two possible clues are that the Accounts totals are correct, so the
 > > > > information is there somewhere. But when I add a Description which 
 > > > > I
 > > have
 > > > > used many times before (but not in the current window), the
 > > Description is
 > > > > treated as though I’ve never used it before, ie I have to type the
 > > whole
 > > > > entry.
 > > >
 > > > If you use a description in one account register, it is *not* 
 > > > remembered
 > > for auto-fill in a different account register. That is a per-account 
 > > thing.
 > > >
 > > > So if you enter a transaction with a description ‘Wal-Mart’ in your 
 > > > Cash
 > > account, then later open your credit card account and start another
 > > transaction with description ‘Wal-Mart’, GnuCash will *not* autofill 
 > > the
 > > info from what you entered in the Cash account.
 > > >
 > > > Regards,
 > > > Adrien
 > >
 > > ___
 > > gnucash-user mailing list
 > > gnucash-user@gnucash.org
 > > To update your subscription preferences or to unsubscribe:
 > > https://lists.gnucash.org/mailman/listinfo/gnucash-user
 > > If you are using Nabble or Gmane, please see
 > > https://wiki.gnucash.org/wiki/Mailing_Lists for more information.
 > > -
 > > Please remember to CC this list on all your replies.
 > > You can do this by using Reply-To-List or Reply-All.
 > >
 > ___
 > gnucash-user mailing list
 > 

[GNC] Changing account tree on large database

[Cricket Onebit]

Hello,

I'm preparing to convert 14,000 transactions from Quicken. It's a bit
overwhelming, and I've put it off for years.

1. Can I move child accounts to other parents, and promote / demote them? I
want to make some major changes, mostly Clothes-kid1 to kid1-clothes. It's
one more excuse for delaying the move.

2. Is there a length limit for descriptions, memos, notes, etc? I might use
keywords in those fields to duplicate Quicken's tags. A quick experiment
shows I can report on "transactions containing #tagone." Yay!

3. Is there a problem if I have transactions under each level of account,
such as Car, Car-Ford, and Car-Ford-Accident? I vaguely remember reading
I'd have to change some report settings.

Just point me to the right bit of the manual if the details are there. It's
a good manual but there's a lot in it.



New eyes found:

The link to search Nabble is broken.
https://lists.gnucash.org/search/?idxinfo=gnucash-user . (I got there from
https://lists.gnucash.org/mailman/listinfo/gnucash-user .)

(The link to Google gave posts from 2018, even though there are more recent
ones with the word "Quicken". Not something GNUCash has any control over.)

Thanks!




-- 
+++

Not as a ladder from earth to Heaven, not as a witness to any creed,
But simple service simply given to his own kind in their common need.
-- Rudyard Kipling
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Re: [GNC] Downloading stock prices in the UK

[AEG via gnucash-user]

I think I've just figured out the Namespace/Security type from your first
sentence Eric, which is that the name LSE should be used. However, I'm still
not having any success with downloading quotes, even with just one stock at
the time.

Alan



GnuCash - User mailing list wrote
> Hi Eric,
> 
> Thank you for your help with this.
> I understand that the Symbol/Abbreviation should be SSE.L and that agrees
> with what I used to use with AceMoney, but I'm a little confused about
> what
> should appear under the heading "Namespace" in the GnuCash Security Editor
> and under the heading "Security" in the Price Editor.
> 
> The existing security types are listed as AMEX, EUREX, FUND, NASDAQ and
> NYSE, none of which appears relevant for me, which is why I created the
> LON
> type. I did this because, when I looked up SSE.L in Google, it came back
> with the code LON: SSE and when I did the same thing for AMZN it came back
> with NASDAQ: AMZN , so I concluded that LON ought to work.
> 
> If that is not right, what should my security type be?
> 
> Alan
> 
> 
>> Hi Alan 
>> 
>> The namespace for LSE is L; thus Symbol/Abbreviation should be SSE.L 
>> Similarly for other LSE quoted stocks 





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Re: [GNC] Downloading stock prices in the UK

[Fred Bone]

On 25 April 2019 at 9:56, AEG said:

> Hi Eric,
> 
> Thank you for your help with this.
> I understand that the Symbol/Abbreviation should be SSE.L and that agrees
> with what I used to use with AceMoney, but I'm a little confused about
> what should appear under the heading "Namespace" in the GnuCash Security
> Editor and under the heading "Security" in the Price Editor.
> 
> The existing security types are listed as AMEX, EUREX, FUND, NASDAQ and
> NYSE, none of which appears relevant for me, which is why I created the
> LON type. I did this because, when I looked up SSE.L in Google, it came
> back with the code LON: SSE and when I did the same thing for AMZN it came
> back with NASDAQ: AMZN , so I concluded that LON ought to work.
> 
> If that is not right, what should my security type be?

Anything you like; it's only used to group the entries for your 
convenience. 

I use "LSE" (or "Paris" for Eurotunnel), and when something ceases to be 
quoted (ICI; BG) I move the entry to "LSE-".

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Re: [GNC] VAT Reporting

[Maf. King]

Hi Laurel,

not got time at the moment to answer you properly, but I do VAT reports with a 
few runs of the transaction report.

Christopher Lam has supplied a GST report that I'm looking at for the 
impending Make Tax Difficult transition.   I am confident there will be a 
solution that will be working by the time July rolls around - even if it is a 
bit of a fudge needing polish!

will be able to answer questions in more detail either after 10 tonight or in 
the morning.

Maf.


On Thursday, 25 April 2019 16:41:33 BST Laurel Brunner wrote:
> Dear Helpful people,
> 
> How do I produce quarterly VAT reports from Gnucash?
> 
> I did it once before for the previous quarter and crosschecked it with a
> manual accounting of the VAT. And it worked, but I cannot remember how I
> did this, and cannot find any help online.
> 
> Also, have you done anything to support the UK government’s mandate that VAT
> returns are filed automatically: Making Tax Digital?
> 
> Many thanks.
> 
> -Laurel.
> 






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Re: [GNC] Simultaneously changing the color of multiple accounts

[Chad Neeper]

*sigh*  Never mind. Self-answered. RTFM, right?

In chart of accounts, right-click a parent account and select "Cascade
Account Color". This could maybe be a little more intuitively implemented
(perhaps just a simple check-box option to cascade the color down to
sub-accounts when editing the color of any given account) but this current
implementation works quite well in at least my current version on Windows
once I found it.

__
*Chad Neeper*
Senior Systems Engineer

*Level 9 Networks*
740-548-8070 (voice)
866-214-6607 (fax)

*Full IT/Computer consulting services -- Specialized in libraries and
schools*


On Thu, Apr 25, 2019 at 11:51 AM Chad Neeper 
wrote:

> Is there a way to change the color for multiple accounts at the same time?
>
> The only way I've found to change the color for an account is to edit each
> individual account in the chart of accounts and select the color. It
> requires _a minimum_ of six mouse clicks to change the color of one account
> and is massively time consuming and inconvenient if you want to change the
> color of more than a couple of accounts. I don't do it often, but
> occasionally my needs change and I'd like to change the color of a large
> percent of my accounts. If I can select a whole set of accounts and change
> the color of all of them at once, it would save me twenty+ minutes of
> cursing out gnucash (which I generally otherwise love!)
>
> TIA!
>
> __
> *Chad Neeper*
> Senior Systems Engineer
>
> *Level 9 Networks*
> 740-548-8070 (voice)
> 866-214-6607 (fax)
>
> *Full IT/Computer consulting services -- Specialized in libraries and
> schools*
>
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Re: [GNC] VAT Reporting

[Christopher Lam]

Hi Laurel

Quarterly VAT reports are a breeze if your VAT collected/paid accounts are
set up as liability/asset accounts. Use the "Income & GST Statement" report
present in version 3.0 and above, select income & expense accounts and your
VAT accounts.

You'll probably wish to select 'start of last quarter' to 'end of last
quarter' in the date filter. Each transaction found is analysed; the
sales, and the VAT parts are pulled out, and reported and summed
- either into each account, or per amount type
(sales/purchase/vat-sales/vat-purchases). To that matter, if you have EC
sales you'll need separate EC VAT liability accounts which can be reported
separately.

MTD is another issue altogether and there is no inbuilt solution. Unless
someone creates a built-in MTD bridge, your best bet for now is to find a
suitable HMRC VAT bridging software, and plug the amounts obtained above.

Good luck, ask any questions!

On Thu, 25 Apr 2019 at 15:44, Laurel Brunner  wrote:

> Dear Helpful people,
>
> How do I produce quarterly VAT reports from Gnucash?
>
> I did it once before for the previous quarter and crosschecked it with a
> manual accounting of the VAT. And it worked, but I cannot remember how I
> did this, and cannot find any help online.
>
> Also, have you done anything to support the UK government’s mandate that
> VAT returns are filed automatically: Making Tax Digital?
>
> Many thanks.
>
> -Laurel.
>
> Laurel Brunner
> Digital Dots Limited
> The Clock Tower
> Southover
> Spring Lane
> Burwash
> East Sussex
> TN19 7JB
> UK
>
> +44 (0)1435 883565
> +44 (0)7721 424449
>
> Please check out our subscriber supported journal at
> http://www.spindrift.click  and our
> environmental blogs at http://www.verdigrisproject.com <
> http://www.verdigrisproject.com/>
>
>
> ___
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[GNC] Simultaneously changing the color of multiple accounts

[Chad Neeper]

Is there a way to change the color for multiple accounts at the same time?

The only way I've found to change the color for an account is to edit each
individual account in the chart of accounts and select the color. It
requires _a minimum_ of six mouse clicks to change the color of one account
and is massively time consuming and inconvenient if you want to change the
color of more than a couple of accounts. I don't do it often, but
occasionally my needs change and I'd like to change the color of a large
percent of my accounts. If I can select a whole set of accounts and change
the color of all of them at once, it would save me twenty+ minutes of
cursing out gnucash (which I generally otherwise love!)

TIA!

__
*Chad Neeper*
Senior Systems Engineer

*Level 9 Networks*
740-548-8070 (voice)
866-214-6607 (fax)

*Full IT/Computer consulting services -- Specialized in libraries and
schools*
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[GNC] VAT Reporting

[Laurel Brunner]

Dear Helpful people,

How do I produce quarterly VAT reports from Gnucash?

I did it once before for the previous quarter and crosschecked it with a manual 
accounting of the VAT. And it worked, but I cannot remember how I did this, and 
cannot find any help online.

Also, have you done anything to support the UK government’s mandate that VAT 
returns are filed automatically: Making Tax Digital?

Many thanks.

-Laurel.

Laurel Brunner
Digital Dots Limited
The Clock Tower
Southover
Spring Lane
Burwash
East Sussex
TN19 7JB
UK

+44 (0)1435 883565
+44 (0)7721 424449

Please check out our subscriber supported journal at http://www.spindrift.click 
 and our environmental blogs at 
http://www.verdigrisproject.com 


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Re: [GNC] Downloading stock prices in the UK

[AEG via gnucash-user]

Hi Eric,

Thank you for your help with this.
I understand that the Symbol/Abbreviation should be SSE.L and that agrees
with what I used to use with AceMoney, but I'm a little confused about what
should appear under the heading "Namespace" in the GnuCash Security Editor
and under the heading "Security" in the Price Editor.

The existing security types are listed as AMEX, EUREX, FUND, NASDAQ and
NYSE, none of which appears relevant for me, which is why I created the LON
type. I did this because, when I looked up SSE.L in Google, it came back
with the code LON: SSE and when I did the same thing for AMZN it came back
with NASDAQ: AMZN , so I concluded that LON ought to work.

If that is not right, what should my security type be?

Alan



Eric Coates wrote
> Hi Alan
> 
> The namespace for LSE is L; thus Symbol/Abbreviation should be SSE.L 
> Similarly for other LSE quoted stocks
> 
> Getting the quotes themselves is a little fraught. In my experience the 
> only source that "works" is AlphaVantage (the usual suggestion of using 
> Yahoo-JSON returns prices that are 100 times too large, LSE quotes 
> prices in pennies Yahoo interprets the numbers as pounds - you'll look 
> very rich until you note the problem!)
> 
> However, there is a problem with AlphaVantage; they throttle the feed so 
> that you can only get five quotes per minute. there are two workarounds:
> 
> (1) Tick Get Online Quotes (in the Security Editor tool) in just (say) 
> three stocks, run the price getter; untick those three stocks and tick 
> the remaining three stocks and re-run the price getter.
> 
> (2) the AlphaVantage.pm file can be modified to include a 15 second 
> pause between price gets - everything goes slowly (but perhaps not too 
> bad for six shares) but it does go. My experience is on Ubuntu so I 
> can't tell you where the Alphavantage.pm file is on Windows but if you 
> can find it (there are probably useful hints on this mailing list) the 
> change needed is:
> 
> right at the end of the file is a bit that looks something like this
> 
> 
> /$quantity--;/
> 
> //
> 
> /select(undef, undef, undef, .7) if ($quantity); sleep(15);/
> 
> //
> 
> /}/
> 
> //
> 
> /return wantarray() ? %info : \%info;/
> 
> (the italicisation is mine to keep that text separate from the body of 
> this note) except that it doesn't have the sleep(15). Adding that is the 
> change needed.
> 
> The second way is better if/when you have a larger portfolio but it can 
> get to be a drag with all those delays!
> 
> Good luck
> 
> Eric
> 
> ===
> 
> On 25/04/2019 11:56, AEG via gnucash-user wrote:
>> I'm using GnuCash version 2.6.21 on Windows 10 and would appreciate some
>> help
>> with setting up investment accounts in the UK.
>>
>> I have a small portfolio comprising six stocks and, following the
>> tutorial,
>> have successfully set up accounts for each one. However, I am not sure
>> about
>> the source of online stock prices so I'm hoping there will be a UK user
>> who
>> can point me in the right direction.
>>
>> So far, I have been using a trial and error approach without any success
>> and
>> I'm wondering whether my stock symbols might be incorrect. For example, I
>> have some Scottish & Southern shares for which I have set the Symbol to
>> SSE
>> and in the Security Editor I have set the Namespace to LON.
>>
>> Any help on resolving this would be much appreciated.
>>
>> Alan
>>





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Re: [GNC] 6.15.5.2. Assign a Destination Account to Multiple Transaction

[Jeff Albrecht]

Hi David,

Thank you for the update. Nope, I'm not building. I placed a 'watch 
releases' at GNUCash GitHub. Is that sufficient to alert me when these 
changes might be available?


c ya...

 - Jeff


On 4/24/2019 7:36 PM, David Cousens wrote:

Jeff,

The patch to implement the multiple selection in the importer doesn't appear
to have been incorporated in the 3.5 release even though the corresponding
patch for the documentation made it in.  If you are building from source, I
can send you the amended files to incorporate in the build. I haven't
checked it out since v3.1 when it was uploaded to the sources. John was
planning on incorporating it for 3.5 but must have missed it while dealing
with other issues. Only helps if you are building from source unofrtunately.

I'll recheck out the mods in 3.5 and if necessary put another pull request
in to John to get them uploaded.

David Cousens



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Re: [GNC] Downloading stock prices in the UK

[Eric Coates]

Alan

Bugger! My email system added a host of unwanted backslashes to the 
updated part of AlphaVantage.pm. To get the right effect they should be 
deleted.


On behalf of my email system, I tender apologies.

Eric





On 25/04/2019 13:52, Eric Coates wrote:

Hi Alan

The namespace for LSE is L; thus Symbol/Abbreviation should be SSE.L 
Similarly for other LSE quoted stocks


Getting the quotes themselves is a little fraught. In my experience 
the only source that "works" is AlphaVantage (the usual suggestion of 
using Yahoo-JSON returns prices that are 100 times too large, LSE 
quotes prices in pennies Yahoo interprets the numbers as pounds - 
you'll look very rich until you note the problem!)


However, there is a problem with AlphaVantage; they throttle the feed 
so that you can only get five quotes per minute. there are two 
workarounds:


(1) Tick Get Online Quotes (in the Security Editor tool) in just (say) 
three stocks, run the price getter; untick those three stocks and tick 
the remaining three stocks and re-run the price getter.


(2) the AlphaVantage.pm file can be modified to include a 15 second 
pause between price gets - everything goes slowly (but perhaps not too 
bad for six shares) but it does go. My experience is on Ubuntu so I 
can't tell you where the Alphavantage.pm file is on Windows but if you 
can find it (there are probably useful hints on this mailing list) the 
change needed is:


right at the end of the file is a bit that looks something like this


/$quantity--;/

//

/select(undef, undef, undef, .7) if ($quantity); sleep(15);/

//

/}/

//

/return wantarray() ? %info : \%info;/

(the italicisation is mine to keep that text separate from the body of 
this note) except that it doesn't have the sleep(15). Adding that is 
the change needed.


The second way is better if/when you have a larger portfolio but it 
can get to be a drag with all those delays!


Good luck

Eric

===

On 25/04/2019 11:56, AEG via gnucash-user wrote:
I'm using GnuCash version 2.6.21 on Windows 10 and would appreciate 
some help

with setting up investment accounts in the UK.

I have a small portfolio comprising six stocks and, following the 
tutorial,
have successfully set up accounts for each one. However, I am not 
sure about
the source of online stock prices so I'm hoping there will be a UK 
user who

can point me in the right direction.

So far, I have been using a trial and error approach without any 
success and
I'm wondering whether my stock symbols might be incorrect. For 
example, I
have some Scottish & Southern shares for which I have set the Symbol 
to SSE

and in the Security Editor I have set the Namespace to LON.

Any help on resolving this would be much appreciated.

Alan




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Re: [GNC] Downloading stock prices in the UK

[Eric Coates]

Hi Alan

The namespace for LSE is L; thus Symbol/Abbreviation should be SSE.L 
Similarly for other LSE quoted stocks


Getting the quotes themselves is a little fraught. In my experience the 
only source that "works" is AlphaVantage (the usual suggestion of using 
Yahoo-JSON returns prices that are 100 times too large, LSE quotes 
prices in pennies Yahoo interprets the numbers as pounds - you'll look 
very rich until you note the problem!)


However, there is a problem with AlphaVantage; they throttle the feed so 
that you can only get five quotes per minute. there are two workarounds:


(1) Tick Get Online Quotes (in the Security Editor tool) in just (say) 
three stocks, run the price getter; untick those three stocks and tick 
the remaining three stocks and re-run the price getter.


(2) the AlphaVantage.pm file can be modified to include a 15 second 
pause between price gets - everything goes slowly (but perhaps not too 
bad for six shares) but it does go. My experience is on Ubuntu so I 
can't tell you where the Alphavantage.pm file is on Windows but if you 
can find it (there are probably useful hints on this mailing list) the 
change needed is:


right at the end of the file is a bit that looks something like this


/$quantity--;/

//

/select(undef, undef, undef, .7) if ($quantity); sleep(15);/

//

/}/

//

/return wantarray() ? %info : \%info;/

(the italicisation is mine to keep that text separate from the body of 
this note) except that it doesn't have the sleep(15). Adding that is the 
change needed.


The second way is better if/when you have a larger portfolio but it can 
get to be a drag with all those delays!


Good luck

Eric

===

On 25/04/2019 11:56, AEG via gnucash-user wrote:

I'm using GnuCash version 2.6.21 on Windows 10 and would appreciate some help
with setting up investment accounts in the UK.

I have a small portfolio comprising six stocks and, following the tutorial,
have successfully set up accounts for each one. However, I am not sure about
the source of online stock prices so I'm hoping there will be a UK user who
can point me in the right direction.

So far, I have been using a trial and error approach without any success and
I'm wondering whether my stock symbols might be incorrect. For example, I
have some Scottish & Southern shares for which I have set the Symbol to SSE
and in the Security Editor I have set the Namespace to LON.

Any help on resolving this would be much appreciated.

Alan




--
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[GNC] Downloading stock prices in the UK

[AEG via gnucash-user]

I'm using GnuCash version 2.6.21 on Windows 10 and would appreciate some help
with setting up investment accounts in the UK.

I have a small portfolio comprising six stocks and, following the tutorial,
have successfully set up accounts for each one. However, I am not sure about
the source of online stock prices so I'm hoping there will be a UK user who
can point me in the right direction.

So far, I have been using a trial and error approach without any success and
I'm wondering whether my stock symbols might be incorrect. For example, I
have some Scottish & Southern shares for which I have set the Symbol to SSE
and in the Security Editor I have set the Namespace to LON.

Any help on resolving this would be much appreciated.

Alan




--
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