Re: [GNC] Saving window position (and size)

2022-07-11 Thread David Carlson
Wouldn't the position on the desktop be a desktop setting?  How do other
program windows position themselves when opened?  In my test system of
Lubuntu 22.04 GnuCash opened the first time in the center of the desktop
and thereafter in the same place it was when I closed it, just as Libre
Office , web browsers, games and other programs do.

On Mon, Jul 11, 2022 at 9:46 PM Tracy  wrote:

> Gyle,
>
> Thanks for the response. The desktop icons and such work a little
> differently under Ubuntu than under Windows. But even so, if I go
> directly to the exectuable and launch the application from there, I get
> the same result.
>
> And thank you for correcting my mistake there - it is indeed
> Preferences, not Settings - and the heading immediately over the Save
> Window Size And Position is Window Geometry.
>
>
> On 7/11/22 20:13, Gyle McCollam wrote:
> > Tracy,
> > I'm on 4.11 on Windows 11 so I may have different options.  Mine is
> under Edit/Preferences/Windows/Window Geometry and has a check box for
> "save window size and position".  It works fine.  However, if the icon to
> start Gnucash has the properties set for anything other than  "Normal
> Window", they override the setting in Gnucash.  If it is set to "Normal
> Window" then Gnucash works the way you would like.  So my suggestion is to
> check how your Gnucash Icon is set.  Hope that helps.
> >
> >
> > Thank You,
> >
> > Gyle McCollam
> >
> > Gyle McCollam
> >
> > gmccol...@live.com   email
> >
> > 
> > From: gnucash-user 
> on behalf of Tracy 
> > Sent: Monday, July 11, 2022 7:10 PM
> > To: gnucash-user@gnucash.org 
> > Subject: [GNC] Saving window position (and size)
> >
> > Ubuntu 22.04
> > Gnucash 4.8
> >
> > In the Edit > Settings dialog, under "Window" there is an option to save
> > the current window size and position. However, this does not appear to
> > be working fully - when I position GnuCash on the screen, then close it,
> > then reopen it, it opens with the correct size, but not in the correct
> > position - instead of where I left it, it opens with the upper left
> > corner of the GnuCash window positioned at the upper left corner of the
> > desktop (instead of having the GnuCash window positioned 2/3 of the way
> > to the right on the desktop, as it was when I closed it).
> >
> > I have looked into the Wiki and found that the window position and size
> > is stored in:
> >
> > $HOME/.local/share/gnucash/books/GnuTest.gnucash.gcm
> >
> > Closing GnuCash and editing this file (specifically changing the
> > WindowPosition property in the [Window 1] section) does not change the
> > startup position of the GnuCash window.
> >
> > Is there another place I should be looking for this, or am I completely
> > confused and there is another setting in the Settings window that I
> > should be looking at, or?
> >
> > Note that this was an upgrade from Ubuntu 20.04 and GnuCash 3. > remember the point version> so it is possible that there are files or
> > settings that were left behind by the upgrade process that are
> > interfering (if so, and someone can point me to a resource for cleaning
> > up those settings, I would be happy to poke at it...)
> >
> > Thanks in advance for any information or assistance on this.
> > ___
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-- 
David Carlson
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Re: [GNC] more integrated lots features

2022-07-11 Thread Christopher Lam
This use of lots sounds harmless and unlikely to break anything. You can
find a handy Lot Viewer report in the Experimental reports, only visible by
running GnuCash with --extra cli option.

On Tue, 12 July 2022, 1:29 am Mattia Rizzolo,  wrote:

> Hi people!
>
> Recently I've been noticing and using the "lots" feature a bit more,
> and I'm finding it quite handy after all.
>
>
> For example, as a FOSS contributor I find myself attending some events
> and being sponsored for it, or have some expenses on behalf of projects
> (say, I could buy promotional items (stickers, shirts, etc)) and later
> be reimbursed for them.
>
> In those cases I don't really want to use an invoice (in which case I
> could record a bill for the expense and "charge" it toward a given
> client), as I'm not actually invoicing any clients and I don't really
> want to have invoices in gnucash that don't actually exist also by the
> national revenue agency
>
> So, I created an account Assets:AR:ToBeReimbursed where I charge all the
> expenses that I plan to ask reimbursement for.  In that account I create
> a lot for each reimbursement request collecting all related expenses (for
> example, all expenses that I incur while going attending and coming back
> from an event) and a final transaction crediting this account and
> debiting a different AR account when sending off the actual
> reimbursement ticket to whatever organization.  The goal is that making
> sure that the lot is zero-ed out.
>
>
> Now, I suspect I could create a new account for each event (or whatever
> I have to do), but I found that this "lots" feature makes more sense in
> my mind, as its own goal is exactly to link together related expenses.
>
>
> So, concluding: I'm not sure if I'm doing justice to the feature by
> using it this way, but if I am, I can likely find more uses for it.  As
> such, I wonder if any of the developers have any further plan for it?  I
> don't really have any particular UX/UI in mind, besides some kind of
> sign (colour?) in the transaction ledger that highlight how a particular
> transaction is related to another.  Perhaps with some extra report also
> highlighting them?
>
> --
> regards,
> Mattia Rizzolo
>
> GPG Key: 66AE 2B4A FCCF 3F52 DA18  4D18 4B04 3FCD B944 4540  .''`.
> More about me:  https://mapreri.org : :'  :
> Launchpad user: https://launchpad.net/~mapreri  `. `'`
> Debian QA page: https://qa.debian.org/developer.php?login=mattia  `-
> ___
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Re: [GNC] Example of importing Stock transactions from CSV

2022-07-11 Thread Geoff

Hi Jon

This isn't exactly what you are asking for, but it may give you some 
clues.  Importing Dividends from CSV:-


https://lists.gnucash.org/pipermail/gnucash-user/2020-August/092768.html

Good luck!

Geoff
=

On 12/07/2022 12:35 pm, Jon Schewe wrote:

Does anyone have an example of importing stock transactions from CSV?

I have matched columns to Date, Description, Account, Price, Deposit,
Transfer Account.
The "Account" column is the mutual fund account.
The "Transfer Account" column is the currency account.

When I start the import process all of my transactions need an account
to transfer from, despite specifying the Transfer Account. When I try
and select my currency account I'm told that it has the wrong
commodity.

I have another column for the currency amount, but I don't know what to
map that to in the importer.

I tried checkout out
https://www.gnucash.org/docs/v4/C/gnucash-help/trans-import.html#trans-import-csv
  but it doesn't seem to address this.
Suggestions on where I'm going wrong.

Jon


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Re: [GNC] Saving window position (and size)

2022-07-11 Thread Tracy

Gyle,

Thanks for the response. The desktop icons and such work a little 
differently under Ubuntu than under Windows. But even so, if I go 
directly to the exectuable and launch the application from there, I get 
the same result.


And thank you for correcting my mistake there - it is indeed 
Preferences, not Settings - and the heading immediately over the Save 
Window Size And Position is Window Geometry.



On 7/11/22 20:13, Gyle McCollam wrote:

Tracy,
I'm on 4.11 on Windows 11 so I may have different options.  Mine is under Edit/Preferences/Windows/Window 
Geometry and has a check box for "save window size and position".  It works fine.  However, if the 
icon to start Gnucash has the properties set for anything other than  "Normal Window", they 
override the setting in Gnucash.  If it is set to "Normal Window" then Gnucash works the way you 
would like.  So my suggestion is to check how your Gnucash Icon is set.  Hope that helps.


Thank You,

Gyle McCollam

Gyle McCollam

gmccol...@live.com   email


From: gnucash-user  on behalf of 
Tracy 
Sent: Monday, July 11, 2022 7:10 PM
To: gnucash-user@gnucash.org 
Subject: [GNC] Saving window position (and size)

Ubuntu 22.04
Gnucash 4.8

In the Edit > Settings dialog, under "Window" there is an option to save
the current window size and position. However, this does not appear to
be working fully - when I position GnuCash on the screen, then close it,
then reopen it, it opens with the correct size, but not in the correct
position - instead of where I left it, it opens with the upper left
corner of the GnuCash window positioned at the upper left corner of the
desktop (instead of having the GnuCash window positioned 2/3 of the way
to the right on the desktop, as it was when I closed it).

I have looked into the Wiki and found that the window position and size
is stored in:

$HOME/.local/share/gnucash/books/GnuTest.gnucash.gcm

Closing GnuCash and editing this file (specifically changing the
WindowPosition property in the [Window 1] section) does not change the
startup position of the GnuCash window.

Is there another place I should be looking for this, or am I completely
confused and there is another setting in the Settings window that I
should be looking at, or?

Note that this was an upgrade from Ubuntu 20.04 and GnuCash 3. so it is possible that there are files or
settings that were left behind by the upgrade process that are
interfering (if so, and someone can point me to a resource for cleaning
up those settings, I would be happy to poke at it...)

Thanks in advance for any information or assistance on this.
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[GNC] Example of importing Stock transactions from CSV

2022-07-11 Thread Jon Schewe
Does anyone have an example of importing stock transactions from CSV?

I have matched columns to Date, Description, Account, Price, Deposit,
Transfer Account.
The "Account" column is the mutual fund account.
The "Transfer Account" column is the currency account.

When I start the import process all of my transactions need an account
to transfer from, despite specifying the Transfer Account. When I try
and select my currency account I'm told that it has the wrong
commodity.

I have another column for the currency amount, but I don't know what to
map that to in the importer.

I tried checkout out 
https://www.gnucash.org/docs/v4/C/gnucash-help/trans-import.html#trans-import-csv
 but it doesn't seem to address this.
Suggestions on where I'm going wrong.

Jon


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Re: [GNC] Saving window position (and size)

2022-07-11 Thread Gyle McCollam
Tracy,
I'm on 4.11 on Windows 11 so I may have different options.  Mine is under 
Edit/Preferences/Windows/Window Geometry and has a check box for "save window 
size and position".  It works fine.  However, if the icon to start Gnucash has 
the properties set for anything other than  "Normal Window", they override the 
setting in Gnucash.  If it is set to "Normal Window" then Gnucash works the way 
you would like.  So my suggestion is to check how your Gnucash Icon is set.  
Hope that helps.


Thank You,

Gyle McCollam

Gyle McCollam

gmccol...@live.com   email


From: gnucash-user  on 
behalf of Tracy 
Sent: Monday, July 11, 2022 7:10 PM
To: gnucash-user@gnucash.org 
Subject: [GNC] Saving window position (and size)

Ubuntu 22.04
Gnucash 4.8

In the Edit > Settings dialog, under "Window" there is an option to save
the current window size and position. However, this does not appear to
be working fully - when I position GnuCash on the screen, then close it,
then reopen it, it opens with the correct size, but not in the correct
position - instead of where I left it, it opens with the upper left
corner of the GnuCash window positioned at the upper left corner of the
desktop (instead of having the GnuCash window positioned 2/3 of the way
to the right on the desktop, as it was when I closed it).

I have looked into the Wiki and found that the window position and size
is stored in:

$HOME/.local/share/gnucash/books/GnuTest.gnucash.gcm

Closing GnuCash and editing this file (specifically changing the
WindowPosition property in the [Window 1] section) does not change the
startup position of the GnuCash window.

Is there another place I should be looking for this, or am I completely
confused and there is another setting in the Settings window that I
should be looking at, or?

Note that this was an upgrade from Ubuntu 20.04 and GnuCash 3. so it is possible that there are files or
settings that were left behind by the upgrade process that are
interfering (if so, and someone can point me to a resource for cleaning
up those settings, I would be happy to poke at it...)

Thanks in advance for any information or assistance on this.
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[GNC] Saving window position (and size)

2022-07-11 Thread Tracy

Ubuntu 22.04
Gnucash 4.8

In the Edit > Settings dialog, under "Window" there is an option to save 
the current window size and position. However, this does not appear to 
be working fully - when I position GnuCash on the screen, then close it, 
then reopen it, it opens with the correct size, but not in the correct 
position - instead of where I left it, it opens with the upper left 
corner of the GnuCash window positioned at the upper left corner of the 
desktop (instead of having the GnuCash window positioned 2/3 of the way 
to the right on the desktop, as it was when I closed it).


I have looked into the Wiki and found that the window position and size 
is stored in:


$HOME/.local/share/gnucash/books/GnuTest.gnucash.gcm

Closing GnuCash and editing this file (specifically changing the 
WindowPosition property in the [Window 1] section) does not change the 
startup position of the GnuCash window.


Is there another place I should be looking for this, or am I completely 
confused and there is another setting in the Settings window that I 
should be looking at, or?


Note that this was an upgrade from Ubuntu 20.04 and GnuCash 3.remember the point version> so it is possible that there are files or 
settings that were left behind by the upgrade process that are 
interfering (if so, and someone can point me to a resource for cleaning 
up those settings, I would be happy to poke at it...)


Thanks in advance for any information or assistance on this.
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Re: [GNC] Deleting customer

2022-07-11 Thread Derek Atkins
Hi,

On Mon, July 11, 2022 12:57 pm, Mattia Rizzolo wrote:
> On Sat, Jun 25, 2022 at 09:29:49AM -0400, Derek Atkins wrote:
>> You can't.
>> Just change it and reuse it for another customer.
>
> Incidentally, in the past I found myself manually editing the .xml and
> carefully deleted the gnc:GncCustomer object (and looked up the whole
> file for the relevant cust:guid code to check if there were references).
>
> Nothing bad came from it after several months, so I suspect I did it
> properly and didn't break anything in it…
>
>
> But this left me wondering: is this (and the same for vendors and
> invoices/bills) just a lacking feature that nobody implemented, or a
> design decision?
> It doesn't strike me as something incredibly hard to implement (just
> check if there is any reference (which IIRC can only be in
> bills/invoices objects) before deleting), but perhaps I'm missing
> something big in this topic.

It was a design decision.  There are lots of places where there could be
hidden references, and some of the references could be in the *other*
direction, too.

There are possibly other references than just invoices.  There can be
indirect references.  And there can be references into the CoA as well,
through the Lots function -- a prepayment will reference a customer, even
if you don't have any invoices.

Finding whether or not a customer is referenced was just deemed to be too
much work for something that just doesn't happen much.  So it was decided
that it was sufficient to either re-use the Customer object for a new
customer, or mark it Inactive so it didn't show up in searches.

Thanks,

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

-derek

-- 
   Derek Atkins 617-623-3745
   de...@ihtfp.com www.ihtfp.com
   Computer and Internet Security Consultant

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[GNC] more integrated lots features

2022-07-11 Thread Mattia Rizzolo
Hi people!

Recently I've been noticing and using the "lots" feature a bit more,
and I'm finding it quite handy after all.


For example, as a FOSS contributor I find myself attending some events
and being sponsored for it, or have some expenses on behalf of projects
(say, I could buy promotional items (stickers, shirts, etc)) and later
be reimbursed for them.

In those cases I don't really want to use an invoice (in which case I
could record a bill for the expense and "charge" it toward a given
client), as I'm not actually invoicing any clients and I don't really
want to have invoices in gnucash that don't actually exist also by the
national revenue agency

So, I created an account Assets:AR:ToBeReimbursed where I charge all the
expenses that I plan to ask reimbursement for.  In that account I create
a lot for each reimbursement request collecting all related expenses (for
example, all expenses that I incur while going attending and coming back
from an event) and a final transaction crediting this account and
debiting a different AR account when sending off the actual
reimbursement ticket to whatever organization.  The goal is that making
sure that the lot is zero-ed out.


Now, I suspect I could create a new account for each event (or whatever
I have to do), but I found that this "lots" feature makes more sense in
my mind, as its own goal is exactly to link together related expenses.


So, concluding: I'm not sure if I'm doing justice to the feature by
using it this way, but if I am, I can likely find more uses for it.  As
such, I wonder if any of the developers have any further plan for it?  I
don't really have any particular UX/UI in mind, besides some kind of
sign (colour?) in the transaction ledger that highlight how a particular
transaction is related to another.  Perhaps with some extra report also
highlighting them?

-- 
regards,
Mattia Rizzolo

GPG Key: 66AE 2B4A FCCF 3F52 DA18  4D18 4B04 3FCD B944 4540  .''`.
More about me:  https://mapreri.org : :'  :
Launchpad user: https://launchpad.net/~mapreri  `. `'`
Debian QA page: https://qa.debian.org/developer.php?login=mattia  `-


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Re: [GNC] Deleting customer

2022-07-11 Thread Mattia Rizzolo
On Sat, Jun 25, 2022 at 09:29:49AM -0400, Derek Atkins wrote:
> You can't.
> Just change it and reuse it for another customer.

Incidentally, in the past I found myself manually editing the .xml and
carefully deleted the gnc:GncCustomer object (and looked up the whole
file for the relevant cust:guid code to check if there were references).

Nothing bad came from it after several months, so I suspect I did it
properly and didn't break anything in it…


But this left me wondering: is this (and the same for vendors and
invoices/bills) just a lacking feature that nobody implemented, or a
design decision?
It doesn't strike me as something incredibly hard to implement (just
check if there is any reference (which IIRC can only be in
bills/invoices objects) before deleting), but perhaps I'm missing
something big in this topic.

-- 
regards,
Mattia Rizzolo

GPG Key: 66AE 2B4A FCCF 3F52 DA18  4D18 4B04 3FCD B944 4540  .''`.
More about me:  https://mapreri.org : :'  :
Launchpad user: https://launchpad.net/~mapreri  `. `'`
Debian QA page: https://qa.debian.org/developer.php?login=mattia  `-


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