Re: [GNC] finance quote not working

[Jim DeLaHunt]

Paras:

On 2023-08-04 06:23, Paras Desai wrote:

Hello Jim,

Thanks for replying to my query regarding "Finance Quote Not Working"

My response to  your questions are as below

1. I am looking to update prices of Stocks and mutual Fund both _from
   India__only_. After I created stock account and mutual fund account,
   the prices of all mutual funds and stocks updated successfully
   twice. ( last update was on 26-7-2023) , there after update is not
   working . For example, I have tried to update following stock
    1. Reliance Industry : Ticker is "RELIANCE", listed at NSEIndia
    2. Infosys : Ticker is INFY listed at NSEindia

So far, Mutual fund is concerned, following is an example of the fund

            1. Axis Special Situation Fund , symbol for fetching price
   is INF846K01Y05


2. my source for fetching prices are as below ( from the options 
offered by GNUcash)


Stock : Type of quote source --> Unlnown --> nseindia-->time zone (local)

Mutual Fund: Type of quote Source --> Single--> India Mutual --> time 
zone (local)


both the sources were working fine, prices were updating successfully 
till 26-7-2023, but thereafter , they are not working.



Excellent. That is helpful information. Next, try testing quote 
retrieval from the command line. If this succeeds, then your problem is 
probably inside GnuCash. If this fails, then the problem is probably 
with the Finance::Quote software bundled with GnuCash, or with the data 
source, or with the configuration.


Instructions for testing quote retrieval from the command line are at: 



The command looks something like:

gnucash-cli -V --quotes dump nseindia RELIANCE

On my older version (4.14) of GnuCash, with an older version of the 
command, I get:


% /Applications/Gnucash.app/Contents/Resources/bin/gnc-fq-dump nseindia RELIANCE

Finance::Quote fields Gnucash uses:

    symbol: RELIANCE <=== required

  date: 08/04/2023   <=== recommended

  currency: INR  <=== required

  last: 2508 <=\

   nav:  <=== one of these

 price:  <=/

  timezone:  <=== optional

I hope this helps you get another step further forward.




3. I am using following version ( as it appears in help--> about menu 
of GNU Cash)


Version : 5.3
Finance Quote : 1.57
I am using Window 10 home

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[GNC] Upgrade to 4.14 (was: Upgrade to 3.11: question)

[Stan Brown (using GC 2.6.21/3.11/4.14)]

The main point of this is a possible solution to a problem someone else
reported a few days ago. You may want to skip the next two paragraphs,
which are about my own journey of updating GC, if you want to get right
to the meat.

I'm on Windows 10, upgrading from 2.6.19 to 5.x, one major version at a
time. The upgrade to 2.6.21 went fine, including test reports and Check
& Repair All. The upgrade to 3.11 didn't import the settings, saved
report configurations, and preferences; however, with some help from
Adrien I was able to move the things that 3.11 didn't, and all those
issues are solved.

I then ran 3.11's Check & Repair All on my two data files, which cover
2011-2017 and 2018 to present. That took a quite surprising
_six_and_a_half_hours_ for two files that were just 870 and 880 KB
(compressed).

But 3.11's Check & Repair All did finish, though the Save button
remained grayed out so apparently it found nothing to repair. Next I
cloned my 3.11 machine and installed 4.14 on the clone.

To my surprise, I got the dialog about some users wanting to create
accounts -- the dialog you get when you open GC and have no books in
your list. Also, my preferences had been changed to defaults. I wasn't
expecting that. But I remember someone else posted about a similar
experience, though I don't remember the resolution, if there is one.

So I exported the HKCU\GSettings key from the System Registry in the
3.11 and 4.13 machines, and compared the exported files. Ditto with the
%APPDATA%\GnuCash\books\*.gcm files that record the Accounts tab's
columns and sort order as well as info about other open tabs. There
didn't seem to be as many differences as I expected.

Scratching my head, I reopened GC 4.14, closed the Tip of the Day, and
then to my astonishment saw GC's window populate with all the previously
open tabs, and the Accounts tab was all set up as I had done it.
Settings like "Reverse Balanced Accounts", which had been the defaults
instead of what I picked, were now right.

In the very funny British TV show /The IT Crowd/, it's standard to
answer the phone "IT, have you tried turning it off and on again?" Based
on my experience, the other person who found GC 4.14 wasn't reopening
saved books and preferences weren't migrated might be able to fix
everything by just closing GC and then reopening it. That is, of course,
if it hasn't already been fixed in some other way.

Stan Brown
Tehachapi, CA, USA
https://BrownMath.com
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Re: [GNC] Upgrade to 3.11: question

[Stan Brown (using GC 2.6.21)]

TL;DR version:

Thanks, Adrien, for your detailed response. With your help all of the
problems that I mentioned are now resolved. Of my two data files, one
has been through 3.11 Check and Repair and the other is going through it
now.

Stan Brown
Tehachapi, CA, USA
https://BrownMath.com

On 2023-08-04 09:24, Adrien Monteleone wrote:
> On 8/4/23 10:49 AM, Stan Brown (using GC 2.6.21) wrote:
>> When I ran GC 3.11 it opened the last-used file, but:
>> * There's only an Accounts tab, not any of the other tabs I previously
>> had open.
>> * The Accounts tab has forgotten my chosen columns.
>> * The accounts tree is collapsed to Assets, Expenses, Income,
>> Liabilities, Net Worth, though the accounts are there if I click the
>> triangles.
> 
> I vaguely recall seeing a thread or two on -user about this. I don't
> think anything is wrong, you just have to reset your columns and reset
> your expanded accounts. See below about file migrations.

Your hint (below) about saved reports motivated me to try copying my
.gcm files from the old 2.x %USERPROFILE%\.gnucash\books folder to the
new 3.x %APPDATA%\GnuCash\books folder. Those files contain
customizations of the Accounts tab and various account registers. Sure
enough, when I closed GC 3.11, copied the .gcm folders for my two files,
and reopened 3.1, all three of the above troubles were fixed.

So it looks like the 3.11 bug in migrating settings extends beyond
reports to the above customizations. I'll try to remember that for when
someone eve slower than I at upgrading posts that they're experiencing
this problem.

>> * All of my saved report configurations are gone.
> 3.x changed the file name of the saved reports. I thought the migration
> had been fixed as of 3.11, but some folks did have some issues.
> 
> If I recall correctly, find the file in your GNC_DATA_HOME directory
> labeled saved-reports-2.6 and rename it to saved-reports-2.8 (this was
> supposed to be the next major version after 2.6 before the version
> scheme was changed, and the devs have left the 'saved-reports-x.y' file
> at 2.8 ever since.)

The old ones were saved-reports-2.4 and saved-reports-2.4.backup. I
copied both and renamed them from 2.4 to 2.8; that brought back my saved
reports.

> Since you are embarking on a migration of several versions, it would be
> a good idea to familiarize yourself with the following Wiki on file
> locations:
> 
> https://wiki.gnucash.org/wiki/Configuration_Locations
> 
> and this handy diagram:
> 
> https://wiki.gnucash.org/wiki/Configuration_Diagrams_-_Windows
> 
> and note the differences between 2.6.x and 3.x+

I was aware of the first of those two, and wrote a batch file that uses
it to synch settings and reports between my desktop and laptop. But I
was unaware of the second one. It's certainly easier to read!

But it omits HKCU\Software\Gsettings in the System Registry, where GC
stores user preferences and positions of GC's many popup windows. I got
this from a posting by Geert from 2021-04-07 called "Re: [GNC] Migrating
and updating version 2 to 4". But it's also in the first of your two
wiki links above, and it's part of my synch batch file.

> After migrating the relevant files from the 2.6.x locations to the new
> locations and names that didn't get migrated automatically, you may find
> everything is as you expect.

>> I did check, and there was no %APPDATA%\GnuCash folder on the 2.6.21
>> machine before I cloned it. The 3.11 installer, or the application,
>> created %APPDATA%\GnuCash containing:
>> subfolder books (containing a 2 KB .gcm file)
>> subfolder checks (empty)
>> subfolder translog (empty)
>> accelerator-map, 20 KB
>> expressions-2.0, 0 bytes
>> stylesheets-2.0, 2 KB
> 
> There *should* have been an %APPDATA%/GnuCash folder.
> 
> From your list, it is not surprising that saved reports are missing, as
> the file is as well, even with the old name.
> 
> If that 2.6.21 VM never had it, you should be able to copy it from
> whatever other working 2.6.x version you have.

The 2.6.21 VM didn't have %APPDATA%\GnuCash, because that's a
3.x-and-above folder. In 2.6 the folder is %USERPROFILE%\.GnuCash (note
the period) according to the Diagrams wiki page you cited.. I checked on
my real machine, still running 2.6.19, and there was no
%APPDATA%\GnuCash. So I think this too was part of 3.11's problem in
migrating.

The 2.6.21 Check & Repair All was pretty fast, and displayed helpful
status messages at the lower right corner of the GC window. The 3.11
Check & Repair All is sllowww -- 2 hours for each of my
two data files, which are each about 860 KB (compressed) -- and it
displays _nothing_, not even a success message when it finishes. I have
to run Task Manager to see that GC is doing anything. It was especially
painful because I discovered I had hidden some accounts that I shouldn't
have, and rather than make the changes separately in my production files
plus two VMs I elected to start over. But I shouldn't ever need to use
3.11 again 

[GNC] MySQL backend

[John Ralls]

https://bugs.gnucash.org/show_bug.cgi?id=798992 Reports that after upgrading to 
MariaDB 11 on their servers, two Windows users are unable to work with their 
GnuCash databases. GnuCash appears to connect but DBI thinks that numeric 
variables are strings and, since it's expecting numbers, declines to read them.

Has anyone using GnuCash on macOS or Linux experienced this problem?

Regards,
John Ralls

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Re: [GNC] How do I search foi empty description, notes or memo fields

[Kalpesh Patel]

If you need to include white space such as a space, a tab, a carriage
return, a line feed, or a form feed as construing null, it would be:

^\s*$

This is thinking from perspective that you are looking at the description
which shows no visible characters thinking that it is blank else John's
suggestion is gold.

-Original Message-
From: John Ralls  
Sent: Thursday, August 03, 2023 7:01 PM
To: Gilberto Reis Filho 
Cc: gnucash-user@gnucash.org
Subject: Re: [GNC] How do I search foi empty description, notes or memo
fields



> On Aug 3, 2023, at 3:35 PM, Gilberto Reis Filho
 wrote:
> 
> Hello.
> 
> I have a fairly large database of transactions that I want to search 
> for empty (null) description, notes or memo fields.
> 
> Using the provided search function I always have to type some text to 
> perform a search.
> 
> Is there any way to search for "null" fields in the database using the 
> built in Find Transaction function?
> 
> I am using version 5.3 in Windows and the XML backend.

You can use matches regex and ^$ or doesn't match regex and .+  . In regular
expressions ^ means the beginning of the string and $ means the end, so ^$
is an empty string. Conversely . means any character and + means
one-or-more, so .+ matches anything. Note that * in place of + means
zero-or-more so .* will match any contents or none at all. It has its uses
but this wouldn't be one of them.

Regards,
John Ralls



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Re: [GNC] Upgrade to 3.11: question

[Adrien Monteleone]

On 8/4/23 10:49 AM, Stan Brown (using GC 2.6.21) wrote:

When I ran GC 3.11 it opened the last-used file, but:
* There's only an Accounts tab, not any of the other tabs I previously
had open.
* The Accounts tab has forgotten my chosen columns.
* The accounts tree is collapsed to Assets, Expenses, Income,
Liabilities, Net Worth, though the accounts are there if I click the
triangles.


I vaguely recall seeing a thread or two on -user about this. I don't 
think anything is wrong, you just have to reset your columns and reset 
your expanded accounts. See below about file migrations.



* All of my saved report configurations are gone.
3.x changed the file name of the saved reports. I thought the migration 
had been fixed as of 3.11, but some folks did have some issues.


If I recall correctly, find the file in your GNC_DATA_HOME directory 
labeled saved-reports-2.6 and rename it to saved-reports-2.8 (this was 
supposed to be the next major version after 2.6 before the version 
scheme was changed, and the devs have left the 'saved-reports-x.y' file 
at 2.8 ever since.)


Since you are embarking on a migration of several versions, it would be 
a good idea to familiarize yourself with the following Wiki on file 
locations:


https://wiki.gnucash.org/wiki/Configuration_Locations

and this handy diagram:

https://wiki.gnucash.org/wiki/Configuration_Diagrams_-_Windows

and note the differences between 2.6.x and 3.x+

After migrating the relevant files from the 2.6.x locations to the new 
locations and names that didn't get migrated automatically, you may find 
everything is as you expect.




I did check, and there was no %APPDATA%\GnuCash folder on the 2.6.21
machine before I cloned it. The 3.11 installer, or the application,
created %APPDATA%\GnuCash containing:
subfolder books (containing a 2 KB .gcm file)
subfolder checks (empty)
subfolder translog (empty)
accelerator-map, 20 KB
expressions-2.0, 0 bytes
stylesheets-2.0, 2 KB


There *should* have been an %APPDATA%/GnuCash folder.

From your list, it is not surprising that saved reports are missing, as 
the file is as well, even with the old name.


If that 2.6.21 VM never had it, you should be able to copy it from 
whatever other working 2.6.x version you have.


Regards,
Adrien

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[GNC] Upgrade to 3.11: question

[Stan Brown (using GC 2.6.21)]

I'm on Windows 10, upgrading from 2.6.19 to 5.x, one major version at a
time. The upgrade to 2.6.21 went fine, including test reports and Check
& Repair All.

I then cloned the virtual machine, opened the clone, and ran the 3.11
installer. It prompted me for permission to remove 2.6.21, and there
were no error messages during install.

When I ran GC 3.11 it opened the last-used file, but:
* There's only an Accounts tab, not any of the other tabs I previously
had open.
* The Accounts tab has forgotten my chosen columns.
* The accounts tree is collapsed to Assets, Expenses, Income,
Liabilities, Net Worth, though the accounts are there if I click the
triangles.
* All of my saved report configurations are gone.
On the other hand, my preferences, such as Register Defaults: Only
display leaf account names, did get imported.

Is this normal, or have I screwed up somehow?

I did check, and there was no %APPDATA%\GnuCash folder on the 2.6.21
machine before I cloned it. The 3.11 installer, or the application,
created %APPDATA%\GnuCash containing:
subfolder books (containing a 2 KB .gcm file)
subfolder checks (empty)
subfolder translog (empty)
accelerator-map, 20 KB
expressions-2.0, 0 bytes
stylesheets-2.0, 2 KB

-- 
Stan Brown
Tehachapi, CA, USA
https://BrownMath.com
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Re: [GNC] Stock assist not working : GNUcash ver 5.3, on Windows 10

[john]

I can replicate that. Please file a bug report, see 
https://wiki.gnucash.org/wiki/Bugzilla#Commenting_on_existing_bugs_or_entering_new_ones
 for instructions.

Regards,
John Ralls


> On Aug 4, 2023, at 06:29, Paras Desai  wrote:
> 
> Deal all,
> 
> I am having an issue when I am trying to post Buy transaction of Stock using 
> stock assist .
> 
> When I try to post stock purchase transaction, even though I finish without 
> error, the transaction does not get posted.
> 
> 
> when I post the transaction using register with split account methof, it is 
> posted well.
> 
> Though stock assist feature is very good, it appears non functional
> 
> I am using ver 5.3 on windows 10.
> 
> Will very much appreciate any help on this issue.
> 
> Thanks in anticipation.
> 
> With best regards
> 
> Paras
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[GNC] Stock assist not working : GNUcash ver 5.3, on Windows 10

[Paras Desai]

Deal all,

I am having an issue when I am trying to post Buy transaction of Stock 
using stock assist .


When I try to post stock purchase transaction, even though I finish without 
error, the transaction does not get posted.


when I post the transaction using register with split account methof, it is 
posted well.

Though stock assist feature is very good, it appears non functional

I am using ver 5.3 on windows 10.

Will very much appreciate any help on this issue.

Thanks in anticipation.

With best regards

Paras
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[GNC] finance quote not working

[Paras Desai]

Hello Jim,

Thanks for replying to my query regarding "Finance Quote Not Working"

My response to  your questions are as below

1. I am looking to update prices of Stocks and mutual Fund both _from
   India__only_. After I created stock account and mutual fund account,
   the prices of all mutual funds and stocks updated successfully
   twice. ( last update was on 26-7-2023) , there after update is not
   working . For example, I have tried to update following stock
1. Reliance Industry : Ticker is "RELIANCE", listed at NSEIndia
2. Infosys : Ticker is INFY listed at NSEindia

So far, Mutual fund is concerned, following is an example of the fund

        1. Axis Special Situation Fund , symbol for fetching price
   is INF846K01Y05


2. my source for fetching prices are as below ( from the options offered 
by GNUcash)


Stock : Type of quote source --> Unlnown --> nseindia-->time zone (local)

Mutual Fund: Type of quote Source --> Single--> India Mutual --> time 
zone (local)


both the sources were working fine, prices were updating successfully 
till 26-7-2023, but thereafter , they are not working.



3. I am using following version ( as it appears in help--> about menu of 
GNU Cash)


Version : 5.3

Finance Quote : 1.57

I am using Window 10 home

I tried to install GNU cash on another laptop running on Windows 11 
student, using the same account  file which I created on my computer ( 
xml), as well as creating nwe account and configuring the same way, but 
still without success so far the finance quotes are concerned.


Before starting posting my regular accounts and suing the GNU cash at 
production level for my accounts, I studied it detail, particularly the 
finance quote and investment accounting, as one of the purpose of using 
GNUcash over other software was to track my investment.



Hope above information is useful to you for anylsing the issue. Thanks 
again a lot for your kind support and eagerness to hep me. Very much 
appreciate,



With my best regards


Paras






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