Re: [GNC] How to properly import a csv with the correct settings.
I found it easier to download in QFX format imports fine into gnu cash for me On Thu., Jan. 27, 2022, 19:56 , wrote: > It looks OK but the test is how it actually imports. > > If you have not imported to that set of books previously the import > procedure > will run a dialogue to match the entries in the Account column to internal > accounts. AFAIK that dialogue has a button which will allow you to create > new > accounts where necessary but it has been a long time since I have had to do > that. Many of the dialogues in GnuCash are not modal, i.e. they do not > stop you > from performing other actions while they are open unless absolutely > necessary so > it is likely you could go to the Account tab and create a new account from > there > anyway. The drop down lists in the dialogues are normally populated when > they > are called so the new account should then appear as an option to be > matched. > David Cousens > > > On Thu, 2022-01-27 at 21:24 -0600, W Velishek wrote: > > Hello All, > > > > I was using QuickBooks Online and exported the information to Excel > > Spreadsheets. I had someone clean up the Spreadsheet and convert it to > > .csv . Now I am trying to import the csv into GnuCash. I have previous > > GnuCash files set up but I always messed them up. So Importing this csv > > into a fresh GnuCash file. I chose the Business accounts template in > > GnuCash but no other custom accounts have been added. The csv that I > > want to import has 99% all of the business transactions from 2020 until > > recently so if I can get this imported properly there will be very > > little else for me to import. > > > > Included is a screenshot of the import process. > > > > -Please let me know what I have correct and what I have wrong or > incomplete. > > > > -When I am importing this csv and I have to match accounts in the csv to > > accounts in GnuCash will I have the opportunity to create a new account > > or new sub-account right then during the import process? > > > > Thanks > > ___ > > 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 > 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 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.
Re: [GNC] How to properly import a csv with the correct settings.
It looks OK but the test is how it actually imports. If you have not imported to that set of books previously the import procedure will run a dialogue to match the entries in the Account column to internal accounts. AFAIK that dialogue has a button which will allow you to create new accounts where necessary but it has been a long time since I have had to do that. Many of the dialogues in GnuCash are not modal, i.e. they do not stop you from performing other actions while they are open unless absolutely necessary so it is likely you could go to the Account tab and create a new account from there anyway. The drop down lists in the dialogues are normally populated when they are called so the new account should then appear as an option to be matched. David Cousens On Thu, 2022-01-27 at 21:24 -0600, W Velishek wrote: > Hello All, > > I was using QuickBooks Online and exported the information to Excel > Spreadsheets. I had someone clean up the Spreadsheet and convert it to > .csv . Now I am trying to import the csv into GnuCash. I have previous > GnuCash files set up but I always messed them up. So Importing this csv > into a fresh GnuCash file. I chose the Business accounts template in > GnuCash but no other custom accounts have been added. The csv that I > want to import has 99% all of the business transactions from 2020 until > recently so if I can get this imported properly there will be very > little else for me to import. > > Included is a screenshot of the import process. > > -Please let me know what I have correct and what I have wrong or incomplete. > > -When I am importing this csv and I have to match accounts in the csv to > accounts in GnuCash will I have the opportunity to create a new account > or new sub-account right then during the import process? > > Thanks > ___ > 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 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.
Re: [GNC] How to properly import a csv with the correct settings.
It is. FYI the list archives are here: https://lists.gnucash.org/pipermail/gnucash-user/ You'll see this thread in January 2022. Anything on the list gets sent to everyone subscribed to it. On Thu, Jan 27, 2022 at 10:30 PM W Velishek wrote: > Can anyone tell me if my post to this mailing list is showing up? > ___ > 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 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.
Re: [GNC] How to properly import a csv with the correct settings.
On Thu, Jan 27, 2022 at 9:31 PM W Velishek wrote: > Can anyone tell me if my post to this mailing list is showing up? > I see three posts to the mailing list. The first about six hours ago, the second (which included a screen shot) about five hours ago, a third (which seems to have included the same screen shot) about ten minutes ago and a fourth message (which I'm responding to) just five minutes ago. One issue is you have not described what happened and what you expected to happen. The screen image does not really communicate much. I have not used the importer lately, but I recommend that you start with just a small subset of your data to work out the kinks before trying a whole year's worth of data. > - > 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 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.
Re: [GNC] How to properly import a csv with the correct settings.
Can anyone tell me if my post to this mailing list is showing up? ___ 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.
[GNC] Could you please add a "reset to default" function?
Gnucash Developers & Maintainers: Hello! I am a user of your product. I have recently changed some of gnucash's preferences, but I could not remember which settings I have changed. I hope that there is a "reset to default" button, so I can change all settings to their default value. I think that this button will benefit many people. Yours, Bite Gao Jan 28th, 2022 ___ 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.
[GNC] credit card minimum payment due
Is there a way to schedule a transaction or to mimic a scheduling one if the account value is above a fixed value in that account? In my case it is minimum fixed amount due automatically for the credit card payment if total charges is over say $35.00 when statement period closes. ___ 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.
[GNC] How to properly import a csv with the correct settings.
Hello All, Included is a screenshot of the import process. -Please let me know what I have correct and what I have wrong or incomplete. -When I am importing this csv and I have to match accounts in the csv to accounts in GnuCash will I have the opportunity to create a new account or new sub-account right then during the import process? I was using QuickBooks Online and exported the information to Excel Spreadsheets. I had someone clean up the Spreadsheet and convert it to .csv . Now I am trying to import the csv into GnuCash. I had previous GnuCash files set up but I always messed them up. So I am Importing this csv into a fresh GnuCash file. I chose the Business accounts template in GnuCash but no other custom accounts have been added. The csv that I want to import has 99% all of the business transactions from 2020 until recently so if I can get this imported properly there will be very little else for me to import. Thanks ___ 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.
Re: [GNC] Printing reports
Op donderdag 27 januari 2022 15:02:53 CET schreef Glenn Fowler: > At least on v4.9 on Windows, the option is still there and works as > expected?? > > Yes, my bad. Our Windows edition is still based on WebKit1 and hence the option is still there. Regards, Geert ___ 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.
Re: [GNC] Printing reports
At least on v4.9 on Windows, the option is still there and works as expected?? On Thu, Jan 27, 2022 at 3:47 AM Geert Janssens wrote: > Op woensdag 26 januari 2022 19:50:26 CET schreef Glenn Fowler: > > > In addition, there is a built-in "Make PDF" so you don't have to use a > > > print-to-file PDF in your printer selection > > > > > That option unfortunately had to be removed when we switched to WebKit2 > (around gnucash 3.x for linux and sometime later for Mac OS and Windows). > > Regards, > > Geert > > > > > > On Wed, Jan 26, 2022 at 1:16 PM Stephen M. Butler < > > > > > > stephen.m.butle...@gmail.com> wrote: > > > > You have to open the "saved configuration" rather than the normal > report. > > > > > > > > When you click on the REPORTS main menu item, scan down and click on > > > > "Saved Report Configurations", then pick the one you saved. > > > > > > > > --Steve > > > > > > > > On 1/26/22 10:06, One-time queries wrote: > > > > > Back to using Gnucash after many years absence. It seems to have > > > > > > > > changed from what I remember. > > > > > > > > > My problem is that I want to set ‘Print to File’ as my default on > the > > > > > > > > Print window. > > > > > > > > > Additionally I want to save the choices for a report so that I can > print > > > > > > > > that report again without having to set in all the variables. I want, > for > > > > example, all accounts to be selected. I want the default dates to be > from > > > > the beginning of the previous year to the end of the previous year- I > > > > have > > > > tried to save these using both Save Config and Save Config As… but > when I > > > > try to open the report it is back to default, that is no accounts, > > > > beginning of this year and end of this year. > > > > > > > > > What am I missing? > > > > > ___ > > > > > 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. > > > > > > > > -- > > > > Stephen M Butler, PMP, PSM > > > > stephen.m.butle...@gmail.com > > > > kg...@arrl.net > > > > 253-350-0166 > > > > --- > > > > GnuPG Fingerprint: 8A25 9726 D439 758D D846 E5D4 282A 5477 0385 81D8 > > > > > > > > ___ > > > > 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 > > > 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 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.
Re: [GNC] CSV Price Import: Saving Colum Assignments
I just created a bug report in Bugzilla for the said issue: https://bugs.gnucash.org/show_bug.cgi?id=798437 On 1/27/22 09:49, Geert Janssens wrote: Op woensdag 26 januari 2022 22:02:00 CET schreef David Carlson: Back in prehistoric times we called that amnesia. Today it might be called Alzheimer’s or software bug. LOL I'd bet on a software bug in this case. I vaguely remember having fixed a similar issue in the CSV transaction importer a while back. The Price importer has duplicated a lot of the transaction importer early on, so that issue may have been copied back then and not fixed since. Please do file this as a bug report. Regards, Geert On Wed, Jan 26, 2022 at 2:51 PM Thomas wrote: No, the CSV transaction importer seems to load all column assignments. On 1/25/22 23:32, David Carlson wrote: Is the CSV transaction importer equally forgetful in that release? On Tue, Jan 25, 2022 at 4:18 PM Stephen M. Butler < stephen.m.butle...@gmail.com> wrote: I used to use the csv file import in version 3.8. That remembered the column assignments, date format, and the main account (a liability account). Sounds like this is a bug. --Steve On 1/25/22 13:40, Thomas wrote: Dear list, I have a fixed format of CSV-files to import prices for securities and I saved the respective preset in the CSV import wizard. Unfortunately, only the assignment for the date is "remembered", while the other column assignments (e.g., namespace, symbol, value) are always set to none when I load the said preset. Is this normal behavior and/or is there a way to also save the other assignments? GnuCash Version: 4.9 Version-ID: 4.9+(2021-12-18) on ArchLinux Thanks a lot in advance! Best, Thomas ___ 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 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.
Re: [GNC] CSV Price Import: Saving Colum Assignments
Op woensdag 26 januari 2022 22:02:00 CET schreef David Carlson: > Back in prehistoric times we called that amnesia. Today it might be called > Alzheimer’s or software bug. > LOL I'd bet on a software bug in this case. I vaguely remember having fixed a similar issue in the CSV transaction importer a while back. The Price importer has duplicated a lot of the transaction importer early on, so that issue may have been copied back then and not fixed since. Please do file this as a bug report. Regards, Geert > On Wed, Jan 26, 2022 at 2:51 PM Thomas > > wrote: > > No, the CSV transaction importer seems to load all column assignments. > > > > On 1/25/22 23:32, David Carlson wrote: > > > Is the CSV transaction importer equally forgetful in that release? > > > > > > On Tue, Jan 25, 2022 at 4:18 PM Stephen M. Butler < > > > > > > stephen.m.butle...@gmail.com> wrote: > > >> I used to use the csv file import in version 3.8. That remembered the > > >> column assignments, date format, and the main account (a liability > > >> account). > > >> > > >> Sounds like this is a bug. > > >> > > >> --Steve > > >> > > >> On 1/25/22 13:40, Thomas wrote: > > >>> Dear list, > > >>> > > >>> I have a fixed format of CSV-files to import prices for securities and > > >>> I saved the respective preset in the CSV import wizard. > > >>> Unfortunately, only the assignment for the date is "remembered", while > > >>> the other column assignments (e.g., namespace, symbol, value) are > > >>> always set to none when I load the said preset. > > >>> > > >>> Is this normal behavior and/or is there a way to also save the other > > >>> assignments? > > >>> > > >>> GnuCash > > >>> Version: 4.9 > > >>> Version-ID: 4.9+(2021-12-18) > > >>> on ArchLinux > > >>> > > >>> > > >>> Thanks a lot in advance! > > >>> > > >>> Best, > > >>> Thomas > > >>> > > >>> > > >>> > > >>> ___ > > >>> 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 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.
Re: [GNC] Printing reports
Op woensdag 26 januari 2022 19:50:26 CET schreef Glenn Fowler: > In addition, there is a built-in "Make PDF" so you don't have to use a > print-to-file PDF in your printer selection > That option unfortunately had to be removed when we switched to WebKit2 (around gnucash 3.x for linux and sometime later for Mac OS and Windows). Regards, Geert > > On Wed, Jan 26, 2022 at 1:16 PM Stephen M. Butler < > > stephen.m.butle...@gmail.com> wrote: > > You have to open the "saved configuration" rather than the normal report. > > > > When you click on the REPORTS main menu item, scan down and click on > > "Saved Report Configurations", then pick the one you saved. > > > > --Steve > > > > On 1/26/22 10:06, One-time queries wrote: > > > Back to using Gnucash after many years absence. It seems to have > > > > changed from what I remember. > > > > > My problem is that I want to set ‘Print to File’ as my default on the > > > > Print window. > > > > > Additionally I want to save the choices for a report so that I can print > > > > that report again without having to set in all the variables. I want, for > > example, all accounts to be selected. I want the default dates to be from > > the beginning of the previous year to the end of the previous year- I > > have > > tried to save these using both Save Config and Save Config As… but when I > > try to open the report it is back to default, that is no accounts, > > beginning of this year and end of this year. > > > > > What am I missing? > > > ___ > > > 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. > > > > -- > > Stephen M Butler, PMP, PSM > > stephen.m.butle...@gmail.com > > kg...@arrl.net > > 253-350-0166 > > --- > > GnuPG Fingerprint: 8A25 9726 D439 758D D846 E5D4 282A 5477 0385 81D8 > > > > ___ > > 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. > > - ___ 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.
