Re: [GNC] Itemize multiple tax entries in invoice

[Adrien Monteleone]

If you are viewing a report, the menu entry is found in the Edit menu, 
but in this case, it is always a toolbar icon as well.


Regards,
Adrien

On 6/15/22 10:02 PM, Jay Thompson wrote:

Where can I find the "report options" in the menu? Thanks


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Re: [GNC] Online crypto value quote

[Geoff]

Hi Julie

>Does it mean something went wrong with Finance Quote module install, 
since it doesn't show its version?


Possibly.  You can use the GnuCash gnc-fq-dump utility (it is a Perl 
script) to try and narrow down the problem.  You didn't mention your 
operating system, but your screenshot looks like MacOS?  Anyway, on 
Windows you will typically find this utility in the "C:\Program Files 
(x86)\gnucash\bin" directory, and you can run it from a command prompt. 
 See attached screenshot for an example of successfully fetching prices 
for IBM and Bitcoin using Yahoo.


See if you can try this and let us know the results.

Someone more familiar with MacOS than me may be able to help you further.

Regards

Geoff
=
P.S. Accountants (I am not one) may have opinions on the merits of 
treating Bitcoin as a Security vs a Currency.



On 16/06/2022 1:06 pm, Trang Julie via gnucash-user wrote:

Hi team.

I'm Julie, I need your help on how to get online crypto value quotes.

I tried the Tools > Security Editor and also Price Database but it didn't work. 
Screenshot attached.

In the About, it says:
"Version: 4.10
Build ID: 4.10+(2022-03-26)Finance::Quote: -"

Does it mean something went wrong with Finance Quote module install, since it 
doesn't show its version?

Thank you very much for your work.
Julie

Sent with [Proton Mail](https://proton.me/) secure email.


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[GNC] Import importing duplicate trans

[Stephen M. Butler]

Today I tracked down a problem I've had with OFX import from Citi CC 
(Costco).


I did a partial month import a couple weeks ago.  Today I imported the 
entire statement period (so had several transactions already present).  
The import "lost" a new entry and "duplicated" an entry already imported.


The import bypassed the first fourteen (14) IDs in the file. However, 
the 14th transaction had not been previously loaded.  The 15th 
transaction (which it loaded) was already loaded by the prior import.  
Starting with the 16th transaction all the remainder loaded correctly.


Looking at the FTID numbers, I suspect that Citi assigns them by 
MMDD where the MMDD is the transaction date and  is a 
sequential number for this file.


I've seen transactions for the same date appearing in random order (not 
the order in which I remember the charges happening).


In this particular case, a couple more transactions for the last date 
previously downloaded (partial statement period) appeared and were 
assigned numbers earlier in the file than transactions already downloaded.


Hence, Citi assigned FTIDs do not stay with the transaction but are 
assigned at download time.


The lesson for me is to not download a partial statement period.

The implication is that the FTID from Citi is not trustworthy for match 
purposes.


--Steve

--
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

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Re: [GNC] Online crypto value quote

[Geoff]

Hi Julie

You say that you have "successfully installed" Finance::Quote.  We need 
to verify that is is actually working, independently of GnuCash.  The 
easiest way to do this is to use the gnc-fq-dump utility as I explained 
in my email yesterday.


You need to:
(A) Locate the folder containing the gnc-fq-dump utility
(B) Open a Terminal session and navigate to this folder
(C) Run these two commands:
perl gnc-fq-dump yahoo_json IBM
perl gnc-fq-dump yahoo_json BTC-USD

If Finance:Quote is working correctly, you should see something like this:

gnc-fq-dump yahoo_json IBM
Finance::Quote fields Gnucash uses:
symbol: IBM  <=== required
  date: 06/17/2022   <=== recommended
  currency: USD  <=== required
  last: 135.67   <=\
   nav:  <=== one of these
 price:  <=/
  timezone:  <=== optional


gnc-fq-dump yahoo_json BTC-USD
Finance::Quote fields Gnucash uses:
symbol: BTC-USD  <=== required
  date: 06/17/2022   <=== recommended
  currency: USD  <=== required
  last: 20453.908<=\
   nav:  <=== one of these
 price:  <=/
  timezone:  <=== optional


Let us know the results.

Regards

Geoff
=

On 16/06/2022 11:08 pm, Trang Julie wrote:

Thank you very much for your quick response, Geoff.

Good news is I successfully installed the Finance::Quote version 1.51 but still 
can't get online quotes.
I tried both Yahoo as JSON source and Alpha Vantage, and got API key, but the 
notification still says the same "Unable to retrieve quotes", as the screenshot 
in attached.

I'm not sure if it's just something with the connection or data source or I 
need to do something else from my end.


Sent with Proton Mail secure email.
--- Original Message ---
On Thursday, June 16th, 2022 at 7:47 PM, Geoff  wrote:



Hi Julie


Does it mean something went wrong with Finance Quote module install,


since it doesn't show its version?

Possibly. You can use the GnuCash gnc-fq-dump utility (it is a Perl
script) to try and narrow down the problem. You didn't mention your
operating system, but your screenshot looks like MacOS? Anyway, on
Windows you will typically find this utility in the "C:\Program Files
(x86)\gnucash\bin" directory, and you can run it from a command prompt.
See attached screenshot for an example of successfully fetching prices
for IBM and Bitcoin using Yahoo.

See if you can try this and let us know the results.

Someone more familiar with MacOS than me may be able to help you further.

Regards

Geoff
=
P.S. Accountants (I am not one) may have opinions on the merits of
treating Bitcoin as a Security vs a Currency.


On 16/06/2022 1:06 pm, Trang Julie via gnucash-user wrote:


Hi team.

I'm Julie, I need your help on how to get online crypto value quotes.

I tried the Tools > Security Editor and also Price Database but it didn't work. 
Screenshot attached.

In the About, it says:
"Version: 4.10
Build ID: 4.10+(2022-03-26)Finance::Quote: -"

Does it mean something went wrong with Finance Quote module install, since it 
doesn't show its version?

Thank you very much for your work.
Julie

Sent with Proton Mail secure email.

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Re: [GNC] Online crypto value quote

[Trang Julie via gnucash-user]

Thank you very much for your quick response, Geoff.

Good news is I successfully installed the Finance::Quote version 1.51 but still 
can't get online quotes.
I tried both Yahoo as JSON source and Alpha Vantage, and got API key, but the 
notification still says the same "Unable to retrieve quotes", as the screenshot 
in attached.

I'm not sure if it's just something with the connection or data source or I 
need to do something else from my end.


Sent with Proton Mail secure email.
--- Original Message ---
On Thursday, June 16th, 2022 at 7:47 PM, Geoff  wrote:


> Hi Julie
>
> > Does it mean something went wrong with Finance Quote module install,
>
> since it doesn't show its version?
>
> Possibly. You can use the GnuCash gnc-fq-dump utility (it is a Perl
> script) to try and narrow down the problem. You didn't mention your
> operating system, but your screenshot looks like MacOS? Anyway, on
> Windows you will typically find this utility in the "C:\Program Files
> (x86)\gnucash\bin" directory, and you can run it from a command prompt.
> See attached screenshot for an example of successfully fetching prices
> for IBM and Bitcoin using Yahoo.
>
> See if you can try this and let us know the results.
>
> Someone more familiar with MacOS than me may be able to help you further.
>
> Regards
>
> Geoff
> =
> P.S. Accountants (I am not one) may have opinions on the merits of
> treating Bitcoin as a Security vs a Currency.
>
>
> On 16/06/2022 1:06 pm, Trang Julie via gnucash-user wrote:
>
> > Hi team.
> >
> > I'm Julie, I need your help on how to get online crypto value quotes.
> >
> > I tried the Tools > Security Editor and also Price Database but it didn't 
> > work. Screenshot attached.
> >
> > In the About, it says:
> > "Version: 4.10
> > Build ID: 4.10+(2022-03-26)Finance::Quote: -"
> >
> > Does it mean something went wrong with Finance Quote module install, since 
> > it doesn't show its version?
> >
> > Thank you very much for your work.
> > Julie
> >
> > Sent with Proton Mail secure email.
> >
> > ___
> > 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.___
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Re: [GNC] Online crypto value quote

[David Carlson]

I don't trade bitcoin so I don't know for sure, but for a long time bitcoin
was not an officially recognized currency and GnuCash was not able to track
it unless the user jumped through some tricky hoops.  I  don't know if that
has changed yet. Is it quoted on Yahoo?

On Thu, Jun 16, 2022, 8:22 PM Geoff  wrote:

> Hi Julie
>
> You say that you have "successfully installed" Finance::Quote.  We need
> to verify that is is actually working, independently of GnuCash.  The
> easiest way to do this is to use the gnc-fq-dump utility as I explained
> in my email yesterday.
>
> You need to:
> (A) Locate the folder containing the gnc-fq-dump utility
> (B) Open a Terminal session and navigate to this folder
> (C) Run these two commands:
> perl gnc-fq-dump yahoo_json IBM
> perl gnc-fq-dump yahoo_json BTC-USD
>
> If Finance:Quote is working correctly, you should see something like this:
>
> gnc-fq-dump yahoo_json IBM
> Finance::Quote fields Gnucash uses:
>  symbol: IBM  <=== required
>date: 06/17/2022   <=== recommended
>currency: USD  <=== required
>last: 135.67   <=\
> nav:  <=== one of these
>   price:  <=/
>timezone:  <=== optional
>
>
> gnc-fq-dump yahoo_json BTC-USD
> Finance::Quote fields Gnucash uses:
>  symbol: BTC-USD  <=== required
>date: 06/17/2022   <=== recommended
>currency: USD  <=== required
>last: 20453.908<=\
> nav:  <=== one of these
>   price:  <=/
>timezone:  <=== optional
>
>
> Let us know the results.
>
> Regards
>
> Geoff
> =
>
> On 16/06/2022 11:08 pm, Trang Julie wrote:
> > Thank you very much for your quick response, Geoff.
> >
> > Good news is I successfully installed the Finance::Quote version 1.51
> but still can't get online quotes.
> > I tried both Yahoo as JSON source and Alpha Vantage, and got API key,
> but the notification still says the same "Unable to retrieve quotes", as
> the screenshot in attached.
> >
> > I'm not sure if it's just something with the connection or data source
> or I need to do something else from my end.
> >
> >
> > Sent with Proton Mail secure email.
> > --- Original Message ---
> > On Thursday, June 16th, 2022 at 7:47 PM, Geoff 
> wrote:
> >
> >
> >> Hi Julie
> >>
> >>> Does it mean something went wrong with Finance Quote module install,
> >>
> >> since it doesn't show its version?
> >>
> >> Possibly. You can use the GnuCash gnc-fq-dump utility (it is a Perl
> >> script) to try and narrow down the problem. You didn't mention your
> >> operating system, but your screenshot looks like MacOS? Anyway, on
> >> Windows you will typically find this utility in the "C:\Program Files
> >> (x86)\gnucash\bin" directory, and you can run it from a command prompt.
> >> See attached screenshot for an example of successfully fetching prices
> >> for IBM and Bitcoin using Yahoo.
> >>
> >> See if you can try this and let us know the results.
> >>
> >> Someone more familiar with MacOS than me may be able to help you
> further.
> >>
> >> Regards
> >>
> >> Geoff
> >> =
> >> P.S. Accountants (I am not one) may have opinions on the merits of
> >> treating Bitcoin as a Security vs a Currency.
> >>
> >>
> >> On 16/06/2022 1:06 pm, Trang Julie via gnucash-user wrote:
> >>
> >>> Hi team.
> >>>
> >>> I'm Julie, I need your help on how to get online crypto value quotes.
> >>>
> >>> I tried the Tools > Security Editor and also Price Database but it
> didn't work. Screenshot attached.
> >>>
> >>> In the About, it says:
> >>> "Version: 4.10
> >>> Build ID: 4.10+(2022-03-26)Finance::Quote: -"
> >>>
> >>> Does it mean something went wrong with Finance Quote module install,
> since it doesn't show its version?
> >>>
> >>> Thank you very much for your work.
> >>> Julie
> >>>
> >>> Sent with Proton Mail secure email.
> >>>
> >>> ___
> >>> 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.
> ___
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> To update your subscription preferences or to unsubscribe:
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Re: [GNC] Online crypto value quote

[Geoff]

Hi Julie

[Etiquette - always include the  list in all 
your emails.]


OK, we need to try and find out why Finance::Quote itself is not working.

Please try this command (all one line):

perl -MFinance::Quote -e 'my $q = Finance::Quote->new(); print 
$q->fetch(q/yahoo_json/,q/IBM/);'



Regards

Geoff
=

On 17/06/2022 12:05 pm, Trang Julie wrote:

Thank you for your respond, Geoff!

You're right when you suggested verifying if it's working properly.
I see the details such as date, currency, etc are missing. Attached is the 
screenshot.
Could you let me know what I should do?

Thank you
Julie

Sent with Proton Mail secure email.
--- Original Message ---
On Friday, June 17th, 2022 at 8:21 AM, Geoff  wrote:



Hi Julie

You say that you have "successfully installed" Finance::Quote. We need
to verify that is is actually working, independently of GnuCash. The
easiest way to do this is to use the gnc-fq-dump utility as I explained
in my email yesterday.

You need to:
(A) Locate the folder containing the gnc-fq-dump utility
(B) Open a Terminal session and navigate to this folder
(C) Run these two commands:
perl gnc-fq-dump yahoo_json IBM
perl gnc-fq-dump yahoo_json BTC-USD

If Finance:Quote is working correctly, you should see something like this:

gnc-fq-dump yahoo_json IBM
Finance::Quote fields Gnucash uses:
symbol: IBM <=== required
date: 06/17/2022 <=== recommended
currency: USD <=== required
last: 135.67 <=\
nav: <=== one of these
price: <=/
timezone: <=== optional


gnc-fq-dump yahoo_json BTC-USD
Finance::Quote fields Gnucash uses:
symbol: BTC-USD <=== required
date: 06/17/2022 <=== recommended
currency: USD <=== required
last: 20453.908 <=\
nav: <=== one of these
price: <=/
timezone: <=== optional


Let us know the results.

Regards

Geoff
=

On 16/06/2022 11:08 pm, Trang Julie wrote:


Thank you very much for your quick response, Geoff.

Good news is I successfully installed the Finance::Quote version 1.51 but still 
can't get online quotes.
I tried both Yahoo as JSON source and Alpha Vantage, and got API key, but the 
notification still says the same "Unable to retrieve quotes", as the screenshot 
in attached.

I'm not sure if it's just something with the connection or data source or I 
need to do something else from my end.


Sent with Proton Mail secure email.
--- Original Message ---
On Thursday, June 16th, 2022 at 7:47 PM, Geoff cleanoutmys...@gmail.com wrote:


Hi Julie


Does it mean something went wrong with Finance Quote module install,


since it doesn't show its version?

Possibly. You can use the GnuCash gnc-fq-dump utility (it is a Perl
script) to try and narrow down the problem. You didn't mention your
operating system, but your screenshot looks like MacOS? Anyway, on
Windows you will typically find this utility in the "C:\Program Files
(x86)\gnucash\bin" directory, and you can run it from a command prompt.
See attached screenshot for an example of successfully fetching prices
for IBM and Bitcoin using Yahoo.

See if you can try this and let us know the results.

Someone more familiar with MacOS than me may be able to help you further.

Regards

Geoff
=
P.S. Accountants (I am not one) may have opinions on the merits of
treating Bitcoin as a Security vs a Currency.

On 16/06/2022 1:06 pm, Trang Julie via gnucash-user wrote:


Hi team.

I'm Julie, I need your help on how to get online crypto value quotes.

I tried the Tools > Security Editor and also Price Database but it didn't work. 
Screenshot attached.

In the About, it says:
"Version: 4.10
Build ID: 4.10+(2022-03-26)Finance::Quote: -"

Does it mean something went wrong with Finance Quote module install, since it 
doesn't show its version?

Thank you very much for your work.
Julie

Sent with Proton Mail secure email.

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Re: [GNC] Online crypto value quote

[Geoff]

Hi David

Yes, Bitcoin certainly is quoted on Yahoo:

https://finance.yahoo.com/quote/BTC-USD/

Julia's problem is with Finance::Quote itself, not Bitcoin, as she can't 
get quotes for IBM.


Regards

Geoff
=



On 17/06/2022 12:42 pm, David Carlson wrote:
I don't trade bitcoin so I don't know for sure, but for a long time 
bitcoin was not an officially recognized currency and GnuCash was not 
able to track it unless the user jumped through some tricky hoops.  I  
don't know if that has changed yet. Is it quoted on Yahoo?


On Thu, Jun 16, 2022, 8:22 PM Geoff > wrote:


Hi Julie

You say that you have "successfully installed" Finance::Quote.  We need
to verify that is is actually working, independently of GnuCash.  The
easiest way to do this is to use the gnc-fq-dump utility as I explained
in my email yesterday.

You need to:
(A) Locate the folder containing the gnc-fq-dump utility
(B) Open a Terminal session and navigate to this folder
(C) Run these two commands:
perl gnc-fq-dump yahoo_json IBM
perl gnc-fq-dump yahoo_json BTC-USD

If Finance:Quote is working correctly, you should see something like
this:

gnc-fq-dump yahoo_json IBM
Finance::Quote fields Gnucash uses:
      symbol: IBM                  <=== required
        date: 06/17/2022           <=== recommended
    currency: USD                  <=== required
        last: 135.67               <=\
         nav:                      <=== one of these
       price:                      <=/
    timezone:                      <=== optional


gnc-fq-dump yahoo_json BTC-USD
Finance::Quote fields Gnucash uses:
      symbol: BTC-USD              <=== required
        date: 06/17/2022           <=== recommended
    currency: USD                  <=== required
        last: 20453.908            <=\
         nav:                      <=== one of these
       price:                      <=/
    timezone:                      <=== optional


Let us know the results.

Regards

Geoff
=

On 16/06/2022 11:08 pm, Trang Julie wrote:
 > Thank you very much for your quick response, Geoff.
 >
 > Good news is I successfully installed the Finance::Quote version
1.51 but still can't get online quotes.
 > I tried both Yahoo as JSON source and Alpha Vantage, and got API
key, but the notification still says the same "Unable to retrieve
quotes", as the screenshot in attached.
 >
 > I'm not sure if it's just something with the connection or data
source or I need to do something else from my end.
 >
 >
 > Sent with Proton Mail secure email.
 > --- Original Message ---
 > On Thursday, June 16th, 2022 at 7:47 PM, Geoff
mailto:cleanoutmys...@gmail.com>> wrote:
 >
 >
 >> Hi Julie
 >>
 >>> Does it mean something went wrong with Finance Quote module
install,
 >>
 >> since it doesn't show its version?
 >>
 >> Possibly. You can use the GnuCash gnc-fq-dump utility (it is a Perl
 >> script) to try and narrow down the problem. You didn't mention your
 >> operating system, but your screenshot looks like MacOS? Anyway, on
 >> Windows you will typically find this utility in the "C:\Program
Files
 >> (x86)\gnucash\bin" directory, and you can run it from a command
prompt.
 >> See attached screenshot for an example of successfully fetching
prices
 >> for IBM and Bitcoin using Yahoo.
 >>
 >> See if you can try this and let us know the results.
 >>
 >> Someone more familiar with MacOS than me may be able to help you
further.
 >>
 >> Regards
 >>
 >> Geoff
 >> =
 >> P.S. Accountants (I am not one) may have opinions on the merits of
 >> treating Bitcoin as a Security vs a Currency.
 >>
 >>
 >> On 16/06/2022 1:06 pm, Trang Julie via gnucash-user wrote:
 >>
 >>> Hi team.
 >>>
 >>> I'm Julie, I need your help on how to get online crypto value
quotes.
 >>>
 >>> I tried the Tools > Security Editor and also Price Database but
it didn't work. Screenshot attached.
 >>>
 >>> In the About, it says:
 >>> "Version: 4.10
 >>> Build ID: 4.10+(2022-03-26)Finance::Quote: -"
 >>>
 >>> Does it mean something went wrong with Finance Quote module
install, since it doesn't show its version?
 >>>
 >>> Thank you very much for your work.
 >>> Julie
 >>>
 >>> Sent with Proton Mail secure email.
 >>>
 >>> ___
 >>> gnucash-user mailing list
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