Re: [GNC] Definition of document root

2023-12-10 Thread Glenn Fowler
Hi,

I am in the same scenario in which I have multiple books with linked
documents.

Until your feature request is implemented, what I do is use Linked Location
instead of Linked File and put the filepath there. For Windows that needs
to be: file://C:\Path\MyDocument.pdf

On Sun, Dec 10, 2023 at 11:53 PM Jim DeLaHunt  wrote:

> Good suggestion!
>
> On 2023-12-10 19:17, Brook Milligan wrote:
>
> > ...the root path for documents should be a book-specific, not a global,
> attribute
> > Does this make sense?  Am I missing the fact that this can already be
> done?  Would it be hard to implement this?
>
> That certainly makes sense to me. I have my documents root path set to
> be a sibling directory of my book file.  I only keep one book file, but
> if I kept multiple, I would certainly want a separate document directory
> for each.
>
> Have you looked through the bugs database[1][2] to see if there is
> already an enhancement request for this behaviour?
>
> [1] , explained at [2]
> [2] 
>
> Best regards,
>—Jim DeLaHunt
>
>
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Re: [GNC] Definition of document root

2023-12-10 Thread Adrien Monteleone

As Jim mentioned—good suggestion.

I too think it would be more flexible as a book-preference.

This does sound familiar, so it may be an existing bug/rfe, or maybe it 
simply has been brought up on the list before.


Regards,
Adrien

On 12/10/23 9:17 PM, Brook Milligan wrote:

The root path to the set of documents that can be linked to Gnucash 
transactions can be set via the “settings” menu.  However, this seems to be a 
global value; i.e., it applies to all book files.  That is fine if there is a 
single location in the file system for documents for all books, but it seems 
much more logical to store books and documents together in their own 
directories.

This suggests that the root path for documents should be a book-specific, not a 
global, attribute.  Ideally, it would be possible to have a global value that 
can be replaced by a book-specific value, as that would retain the current 
behavior yet accommodate the more natural (at least to me) organization of all 
book-specific things together.


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Re: [GNC] Definition of document root

2023-12-10 Thread Jim DeLaHunt

Good suggestion!

On 2023-12-10 19:17, Brook Milligan wrote:


...the root path for documents should be a book-specific, not a global, 
attribute
Does this make sense?  Am I missing the fact that this can already be done?  
Would it be hard to implement this?


That certainly makes sense to me. I have my documents root path set to 
be a sibling directory of my book file.  I only keep one book file, but 
if I kept multiple, I would certainly want a separate document directory 
for each.


Have you looked through the bugs database[1][2] to see if there is 
already an enhancement request for this behaviour?


[1] , explained at [2]
[2] 

Best regards,
  —Jim DeLaHunt


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[GNC] Definition of document root

2023-12-10 Thread Brook Milligan
The root path to the set of documents that can be linked to Gnucash 
transactions can be set via the “settings” menu.  However, this seems to be a 
global value; i.e., it applies to all book files.  That is fine if there is a 
single location in the file system for documents for all books, but it seems 
much more logical to store books and documents together in their own 
directories.  

This suggests that the root path for documents should be a book-specific, not a 
global, attribute.  Ideally, it would be possible to have a global value that 
can be replaced by a book-specific value, as that would retain the current 
behavior yet accommodate the more natural (at least to me) organization of all 
book-specific things together.

Does this make sense?  Am I missing the fact that this can already be done?  
Would it be hard to implement this?

Thanks for your thoughts.

Cheers,
Brook

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Re: [GNC] gnucash-cli doesn't retrieve quotes from "unknown" sources

2023-12-10 Thread john



> On Dec 10, 2023, at 03:40, Gustavo R. Montesino  wrote:
> 
> Hello,
> 
> I'm running gnucash 5.4 from Debian testing/sid repo and getting
> updated commodity quotes through "gnucash-cli --quotes get".
> 
> Recently I've noticed that gnucash-cli isn't getting quotes from
> "unkonwn" Finance::Quote sources; the same commodities get updated
> quotes correctly if run from the Price dialog.
> 
> Running gnucash-cli with "--debug", the affected commodities doesn't
> show up on the "Query JSON" posted on the console; running the gui
> with debug they show correctly on gnucash.trace, eg:
> 
> 8:23:47  INFO  [GncQuotesImpl::query_fq] Query JSON: {
>"defaultcurrency": "BRL",
> (...)
>"tesouro_direto": {
>"Tesouro Prefixado 2026": "",
>"Tesouro Selic 2027": "",
> (...)
> 
> Could someone please help me with this?


Does it work correctly if you request individual quotes from gnucash-cli, for 
example 
bin/gnucash-cli -Q dump tesouro_direto "Tesouro Prefixado 2026"

Regards,
John Ralls

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[GNC] gnucash-cli doesn't retrieve quotes from "unknown" sources

2023-12-10 Thread Gustavo R. Montesino
Hello,

I'm running gnucash 5.4 from Debian testing/sid repo and getting
updated commodity quotes through "gnucash-cli --quotes get".

Recently I've noticed that gnucash-cli isn't getting quotes from
"unkonwn" Finance::Quote sources; the same commodities get updated
quotes correctly if run from the Price dialog.

Running gnucash-cli with "--debug", the affected commodities doesn't
show up on the "Query JSON" posted on the console; running the gui
with debug they show correctly on gnucash.trace, eg:

8:23:47  INFO  [GncQuotesImpl::query_fq] Query JSON: {
"defaultcurrency": "BRL",
(...)
"tesouro_direto": {
"Tesouro Prefixado 2026": "",
"Tesouro Selic 2027": "",
(...)

Could someone please help me with this?

Thanks and regards,

Gustavo R. Montesino

PS: Please cc me on replies.
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Re: [GNC] How to change date of balance on register?

2023-12-10 Thread David H
If you click on the down arrow in the header line of the accounts tab far
right you can select lots of dates, see below - try "Present" 

Cheers David H.

[image: image.png]


On Mon, 11 Dec 2023 at 08:12, Alan Johnson via gnucash-user <
gnucash-user@gnucash.org> wrote:

> Hello,
>
> I'm running GnuCash 5.4.1 flathub.
>
> Is there a way to change the date of balance shown in the account
> overview?
>
> For example, I have a checking account with 10,000 in it today.  I have
> a couple transactions that are future dated which decrease the balance.
>  On the Accounts page, it shows the lower balance of the future amount.
> Is there a way to change which date is the reference date for
> displaying the balance?
>
> Thanks,
> Alan
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[GNC] How to change date of balance on register?

2023-12-10 Thread Alan Johnson via gnucash-user
Hello,

I'm running GnuCash 5.4.1 flathub.  

Is there a way to change the date of balance shown in the account
overview?

For example, I have a checking account with 10,000 in it today.  I have
a couple transactions that are future dated which decrease the balance.
 On the Accounts page, it shows the lower balance of the future amount.
Is there a way to change which date is the reference date for
displaying the balance?

Thanks,
Alan


smime.p7s
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[GNC] Savings Percentage in Income/Expense Report

2023-12-10 Thread abhi via gnucash-user
Hi,

This is a small enhancement request for the Income/Expense Report.
Is it possible to show the Net Profit as a percentage of Income in the graph?
It helps me in knowing the savings rate per month or per year.
I currently do this by copy pasting the report table to spreadsheet and 
calculating it manually. Would be a nice improvement if the graph and the table 
within Gnucash could show this.

Has anyone already implemented this in their custom reports?
Thank you for your replies :)

Thanks,
Abhi
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Re: [GNC] iPhone or iPad app

2023-12-10 Thread Cam Ellison

On 2023-12-10 10:46, Adrien Monteleone wrote:

There is no official app other than the main GnuCash app for desktop.

Anything else you find is a 3rd Party project.


And they don't do much, frankly. I tried an Android version, and it was 
not helpful.


If dealing with more than a few items a day, you're better off using a 
spreadsheet and uploading a csv or converting it to a QIF or similar. 
Otherwise, it's actually quicker and easier to manually enter the items 
directly.


Cheers

Cam


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Re: [GNC] iPhone or iPad app

2023-12-10 Thread Adrien Monteleone

There is no official app other than the main GnuCash app for desktop.

Anything else you find is a 3rd Party project.

Regards,
Adrien

On 12/10/23 12:36 PM, Edwin Booth wrote:

Do either of these apps work at all? It just says “Import” when I open the
app, but then doesn’t do anything. I’d like to be able to input a cash
purchase to go into my laptop app at a later time.


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Re: [GNC] overdue column in customer/vendor overview

2023-12-10 Thread Adrien Monteleone

Try the Receivables Aging Report.

You can keep that tab open at all times and just refresh it occasionally.

If you want to see individual invoice and payment info for a customer 
from there, click the total owed for that customer and a Customer Report 
will show up. Depending on the detail level you choose, you can see 
which payments were applied to which invoices, and can drill down to the 
invoices themselves from there if need be.


Also consider creating a multi-column report with this as one of the 
displayed reports. See the 'Dashboard' example.


I have one set up with both AR & AP always visible on the same tab. 
(among other reports)


I personally don't find the Overview very useful in its current state. 
It is essentially just a list. (you can't even export it or copy & paste 
it anywhere)


Regards,
Adrien

On 12/10/23 5:47 AM, Mattia Rizzolo wrote:

Hello,

I know that what I want is partially covered by the "Invoice due
reminder" e "Bills due reminder", but I think I would like to have in
the customer/vendors overview a dedicated column for this.  One with the
total current balance, and one with the currently overdue
invoices/bills, especially as this would let me sort late customers by
"how much they owe me".

Is this something possible, or doable?



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[GNC] iPhone or iPad app

2023-12-10 Thread Edwin Booth
Do either of these apps work at all? It just says “Import” when I open the
app, but then doesn’t do anything. I’d like to be able to input a cash
purchase to go into my laptop app at a later time.

Thanks, Edwin
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[GNC] overdue column in customer/vendor overview

2023-12-10 Thread Mattia Rizzolo
Hello,

I know that what I want is partially covered by the "Invoice due
reminder" e "Bills due reminder", but I think I would like to have in
the customer/vendors overview a dedicated column for this.  One with the
total current balance, and one with the currently overdue
invoices/bills, especially as this would let me sort late customers by
"how much they owe me".

Is this something possible, or doable?

-- 
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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