Re: [GNC] Finance Quotes Yahoo off the rails again?

2024-04-04 Thread Bruce Schuck

On 4/4/24 4:02 PM, David G. Pickett wrote:

Ran OK for me last night, 28 seconds, but running too often seems to 
create errors:


2024-04-03 23:45:01 Start GnuCash_price_cron 
/home/dgp/GnuCash/ubuntu-DGPickett.gnucash 




2024-04-03 23:45:01 Killing gnucash hard



2024-04-03 23:45:06 Removed any lck, adding price quotes
flatpak run --command=gnucash-cli org.gnucash.GnuCash --quotes get -- 
/home/dgp/GnuCash/ubuntu-DGPickett.gnucash
F: X11 socket /tmp/.X11-unix/X0 does not exist in filesystem, trying to 
use abstract socket instead.


** (process:102885): WARNING **: 23:45:07.118: Failed to connect to bus: 
Could not connect: Connection refused

Found Finance::Quote version 1.59.


This error is from Flatpak. Could be related to this thread:

https://github.com/flatpak/flatpak/issues/938

Since GnuCash is running within a Flatpak, I would first address the 
Flatpak issue. As I suggested in my earlier responses, the problem is 
likely something else with your configuration. Seeing this Flatpak issue 
makes that belief stronger.


I'm curious if you don't have some sort of tmpwatch process removing 
/tmp/.X11-unix or files and directories underneath it. I could imagine 
if it gets removed while the Flatpak is running that strange issues 
could arise.


Bruce S.
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Re: [GNC] View Transactions After Importing from CSV

2024-04-04 Thread Tom Balazs
Thank you. I filed the bug at
https://bugs.gnucash.org/show_bug.cgi?id=799269


On Thu, Apr 4, 2024 at 9:06 PM Christopher Lam 
wrote:

> Hi, enhancements should be logged in bugs.gnucash.org
>
> On Fri, 5 Apr 2024, 8:56 am Tom Balazs,  wrote:
>
>> >I think it already does that for the Scheduled Transactions. It says
>> something like, oh some time has passed, would you like me to create these
>> transactions which you created in the Scheduled Transaction window. Okay,
>> here is a register page showing the transactions I just created.
>>
>> I have already set up some Scheduled Transactions. So often when I open
>> GnuCash it gives me a "Since Last Run" window. That gives me some
>> information about the transactions it is going to create. At the bottom of
>> that window is a checkbox which says, "Review Created Transactions". If I
>> check that box, then GnuCash will take me to the main app and there is a
>> tab named "Created Transactions". There I can see the transactions which
>> were just created.
>>
>> That is what I want to see for Imported Transactions.
>>
>>
>>
>>
>> On Tue, Apr 2, 2024 at 12:45 PM Tom Balazs 
>> wrote:
>>
>> > Yes, I see that.
>> > But I mean that GnuCash should take me to a tab that looks like how it
>> > displays the results of a Find Transaction. It opens a Register page and
>> > shows only the matching transactions.
>> > I think it already does that for the Scheduled Transactions. It says
>> > something like, oh some time has passed, would you like me to create
>> these
>> > transactions which you created in the Scheduled Transaction window.
>> Okay,
>> > here is a register page showing the transactions I just created.
>> >
>> >
>> >
>> > On Fri, Dec 22, 2023 at 12:35 PM Kalpesh Patel 
>> > wrote:
>> >
>> >> During the actual importation process, GNC always shows a confirmation
>> >> dialogue box to take an action on all transaction it found. This is
>> where
>> >> you get a chance to select 'A' to add transaction, 'U+C' to update and
>> >> clear matched one, 'C' to clear existing matched one, or select
>> nothing and
>> >> do nothing with that transaction. This is automatic -- ie there is
>> nothing
>> >> needs to be done, either via setting or manually, to trigger it to
>> come up
>> >> during every import. Note that if a transaction is matched
>> incorrectly, you
>> >> can check either 'U+C' or 'C" and then double clicking on it will
>> bring up
>> >> another dialogue box with a list of transactions it believe matches or
>> are
>> >> similar from which you can select on that it should match with.
>> >>
>> >> -Original Message-
>> >> From: Tom Balazs 
>> >> Sent: Friday, December 22, 2023 7:02 AM
>> >> To: Post to GnuCash User 
>> >> Subject: [GNC] View Transactions After Importing from CSV
>> >>
>> >> I'm using Financisto+ on my Android phone. So I am often exporting
>> >> transactions from that, and importing them into GnuCash. Is there an
>> option
>> >> where I can view the transactions I just imported? So they appear on
>> one
>> >> page, as if I did a Find in GnuCash. I think I came across that once,
>> but I
>> >> can't find it again.
>> >>
>> >> Tom
>> >>
>> >>
>> >>
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Re: [GNC] View Transactions After Importing from CSV

2024-04-04 Thread Christopher Lam
Hi, enhancements should be logged in bugs.gnucash.org

On Fri, 5 Apr 2024, 8:56 am Tom Balazs,  wrote:

> >I think it already does that for the Scheduled Transactions. It says
> something like, oh some time has passed, would you like me to create these
> transactions which you created in the Scheduled Transaction window. Okay,
> here is a register page showing the transactions I just created.
>
> I have already set up some Scheduled Transactions. So often when I open
> GnuCash it gives me a "Since Last Run" window. That gives me some
> information about the transactions it is going to create. At the bottom of
> that window is a checkbox which says, "Review Created Transactions". If I
> check that box, then GnuCash will take me to the main app and there is a
> tab named "Created Transactions". There I can see the transactions which
> were just created.
>
> That is what I want to see for Imported Transactions.
>
>
>
>
> On Tue, Apr 2, 2024 at 12:45 PM Tom Balazs  wrote:
>
> > Yes, I see that.
> > But I mean that GnuCash should take me to a tab that looks like how it
> > displays the results of a Find Transaction. It opens a Register page and
> > shows only the matching transactions.
> > I think it already does that for the Scheduled Transactions. It says
> > something like, oh some time has passed, would you like me to create
> these
> > transactions which you created in the Scheduled Transaction window. Okay,
> > here is a register page showing the transactions I just created.
> >
> >
> >
> > On Fri, Dec 22, 2023 at 12:35 PM Kalpesh Patel 
> > wrote:
> >
> >> During the actual importation process, GNC always shows a confirmation
> >> dialogue box to take an action on all transaction it found. This is
> where
> >> you get a chance to select 'A' to add transaction, 'U+C' to update and
> >> clear matched one, 'C' to clear existing matched one, or select nothing
> and
> >> do nothing with that transaction. This is automatic -- ie there is
> nothing
> >> needs to be done, either via setting or manually, to trigger it to come
> up
> >> during every import. Note that if a transaction is matched incorrectly,
> you
> >> can check either 'U+C' or 'C" and then double clicking on it will bring
> up
> >> another dialogue box with a list of transactions it believe matches or
> are
> >> similar from which you can select on that it should match with.
> >>
> >> -Original Message-
> >> From: Tom Balazs 
> >> Sent: Friday, December 22, 2023 7:02 AM
> >> To: Post to GnuCash User 
> >> Subject: [GNC] View Transactions After Importing from CSV
> >>
> >> I'm using Financisto+ on my Android phone. So I am often exporting
> >> transactions from that, and importing them into GnuCash. Is there an
> option
> >> where I can view the transactions I just imported? So they appear on one
> >> page, as if I did a Find in GnuCash. I think I came across that once,
> but I
> >> can't find it again.
> >>
> >> Tom
> >>
> >>
> >>
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Re: [GNC] View Transactions After Importing from CSV

2024-04-04 Thread Tom Balazs
>I think it already does that for the Scheduled Transactions. It says
something like, oh some time has passed, would you like me to create these
transactions which you created in the Scheduled Transaction window. Okay,
here is a register page showing the transactions I just created.

I have already set up some Scheduled Transactions. So often when I open
GnuCash it gives me a "Since Last Run" window. That gives me some
information about the transactions it is going to create. At the bottom of
that window is a checkbox which says, "Review Created Transactions". If I
check that box, then GnuCash will take me to the main app and there is a
tab named "Created Transactions". There I can see the transactions which
were just created.

That is what I want to see for Imported Transactions.




On Tue, Apr 2, 2024 at 12:45 PM Tom Balazs  wrote:

> Yes, I see that.
> But I mean that GnuCash should take me to a tab that looks like how it
> displays the results of a Find Transaction. It opens a Register page and
> shows only the matching transactions.
> I think it already does that for the Scheduled Transactions. It says
> something like, oh some time has passed, would you like me to create these
> transactions which you created in the Scheduled Transaction window. Okay,
> here is a register page showing the transactions I just created.
>
>
>
> On Fri, Dec 22, 2023 at 12:35 PM Kalpesh Patel 
> wrote:
>
>> During the actual importation process, GNC always shows a confirmation
>> dialogue box to take an action on all transaction it found. This is where
>> you get a chance to select 'A' to add transaction, 'U+C' to update and
>> clear matched one, 'C' to clear existing matched one, or select nothing and
>> do nothing with that transaction. This is automatic -- ie there is nothing
>> needs to be done, either via setting or manually, to trigger it to come up
>> during every import. Note that if a transaction is matched incorrectly, you
>> can check either 'U+C' or 'C" and then double clicking on it will bring up
>> another dialogue box with a list of transactions it believe matches or are
>> similar from which you can select on that it should match with.
>>
>> -Original Message-
>> From: Tom Balazs 
>> Sent: Friday, December 22, 2023 7:02 AM
>> To: Post to GnuCash User 
>> Subject: [GNC] View Transactions After Importing from CSV
>>
>> I'm using Financisto+ on my Android phone. So I am often exporting
>> transactions from that, and importing them into GnuCash. Is there an option
>> where I can view the transactions I just imported? So they appear on one
>> page, as if I did a Find in GnuCash. I think I came across that once, but I
>> can't find it again.
>>
>> Tom
>>
>>
>>
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Re: [GNC] Finance Quotes Yahoo off the rails again?

2024-04-04 Thread David G. Pickett via gnucash-user
 Ran OK for me last night, 28 seconds, but running too often seems to create 
errors:

2024-04-03 23:45:01 Start GnuCash_price_cron 
/home/dgp/GnuCash/ubuntu-DGPickett.gnucash 
2024-04-03 23:45:01 Killing gnucash hard
2024-04-03 23:45:06 Removed any lck, adding price quotesflatpak run 
--command=gnucash-cli org.gnucash.GnuCash --quotes get -- 
/home/dgp/GnuCash/ubuntu-DGPickett.gnucashF: X11 socket /tmp/.X11-unix/X0 does 
not exist in filesystem, trying to use abstract socket instead.
** (process:102885): WARNING **: 23:45:07.118: Failed to connect to bus: Could 
not connect: Connection refusedFound Finance::Quote version 1.59.
2024-04-03 23:45:34 End bash


On Thursday, April 4, 2024 at 01:28:20 PM EDT, david amaral 
 wrote:  
 
  I have been on gnucash for years now and have close to 300 securities that i 
get updates from yahoo.no problems as to yahoo limits
On Thursday, April 4, 2024 at 10:03:26 AM GMT-7, David G. Pickett via 
gnucash-user  wrote:  
 
  My personal portfolio has 26-28 stocks (I recently closed 2 positions) 
(Diversity has it's virtues, and while IRSs are free choice, different 401Ks 
have different restricted choices.)  When it is in a mood to block, it seems to 
block them all, not just the last few.
    On Wednesday, April 3, 2024 at 10:53:03 PM EDT, Bruce Schuck 
 wrote:  
 
 Wed Apr 3 13:40:48 EDT 2024 David G. Pickett wrote:

> Looks good, (only error because I need to switch DIA back to yahoo) 
> and slow but much better.  A later run under cron got lots of
> errors. Do they ration by IP address? If it is by frequency, maybe we
> should purposely send requests only every 10 seconds to simulate a
> human user?  It cannot make it much slower.
I've been meaning to ask how many securities are you attempting to get 
prices for?

Early on in this thread I called out the "500" responses. A "500" 
typically gets returned from a web page if the site has an issue. When 
Yahoo turned off the previous APIs F::Q was using, the HTTP response was 
one of the "40?" that would be expected.

With no one else reporting the same issue my sense is that your errors 
are the result of something on your end. I also use YahooJSON, and a 
cron job fired every weekday at 13:30 Pacific time (16:30 Eastern) 
updates about 20 securities in less than 15 seconds. My log from today's 
(04/03/2024) run:

=
gnc-get-quote.sh start: Wed Apr  3 01:30:01 PM PDT 2024
DATAFILE: /home/bschuck/Documents/bschuck.gnucash
BKUPFILE: /home/bschuck/Documents/bschuck.gnucash.20240403133001.gnucash
Found Finance::Quote version 1.59.
gz_thread_func EOF
gnc-get-quote.sh completed: Wed Apr  3 01:30:13 PM PDT 2024
=

I would not be surprised if you have a sufficiently large number of 
securities that Yahoo has mechanisms in place to detect and block/limit 
further lookups.

Bruce S.
  
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Re: [GNC] Using gnucash-cli for updating quotes on Windows

2024-04-04 Thread John Ralls



> On Apr 4, 2024, at 9:42 AM, fromvendor  wrote:
> 
> I'm having trouble trying to tell gnucash-cli -Q get which provider to use.  
> I want it to use yahoo_json, which is what I have set up in the Security 
> Editor ("Yahoo as JSON" for single quote source)
> 
> When I do get it to run, it looks like it's getting the data from 
> AlphaVantage as I get the following Warning message:
> WARN  [GncFQQuoteSource::GncFQQuoteSource()] No Alpha 
> Vantage API key set, currency quotes and other AlphaVantage based quotes 
> won't work.
> 
> It did work as I only have three securities at the moment.  So, how do I 
> specify yahoo_json on the command line or is the warning spurious?
> 
> 
> 
> BTW, I really had a hard time getting the command to run properly on windows. 
>  Perhaps I'm dumb, but the online places give no examples of what a properly 
> formatted command to look like.  I did, however get the command to run and it 
> did update my file.
> 
> Here's what I discovered.  Perhaps useful to someone in the future.
> 
> Apparently the datafile specification won't allow specifying the drive as I 
> get this error:  failed to get_backend using access method "O"
> I don't know if it would have handled a path specification, but since I had 
> to change to a different drive anyway, I changed my command window to the 
> location where the file resides.
> Further, the datafile name wants the entire name with the suffix (so 
> .gnucash)
> This resulted in a command line which looked like this:  "C:\Program Files 
> (x86)\gnucash\bin\gnucash-cli.exe" -Q info  <-- case matters for the -Q
> This resulted in output so I did that right
> Continued on to use the get and ended up with: "C:\Program Files 
> (x86)\gnucash\bin\gnucash-cli.exe" -Q  get ".gnucash"
> and that did update my datafile albeit with the warning above.

The missing Alphavantage key warning is independent of the price sources in 
your file because of Alphavantage being the default source for retrieving 
currency exchange rates.

You don't specify the source on the command line with '-Q get'. It's specified 
for each commodity in the data file.

The data-file spec takes a URI so you can use the form 
'file:///o:/path/to/datafile.gnucash' to access files on a a different drive 
from your CWD.

Regards,
John Ralls


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Re: [GNC] Finance Quotes Yahoo off the rails again?

2024-04-04 Thread david amaral via gnucash-user
 I have been on gnucash for years now and have close to 300 securities that i 
get updates from yahoo.no problems as to yahoo limits
On Thursday, April 4, 2024 at 10:03:26 AM GMT-7, David G. Pickett via 
gnucash-user  wrote:  
 
  My personal portfolio has 26-28 stocks (I recently closed 2 positions) 
(Diversity has it's virtues, and while IRSs are free choice, different 401Ks 
have different restricted choices.)  When it is in a mood to block, it seems to 
block them all, not just the last few.
    On Wednesday, April 3, 2024 at 10:53:03 PM EDT, Bruce Schuck 
 wrote:  
 
 Wed Apr 3 13:40:48 EDT 2024 David G. Pickett wrote:

> Looks good, (only error because I need to switch DIA back to yahoo) 
> and slow but much better.  A later run under cron got lots of
> errors. Do they ration by IP address? If it is by frequency, maybe we
> should purposely send requests only every 10 seconds to simulate a
> human user?  It cannot make it much slower.
I've been meaning to ask how many securities are you attempting to get 
prices for?

Early on in this thread I called out the "500" responses. A "500" 
typically gets returned from a web page if the site has an issue. When 
Yahoo turned off the previous APIs F::Q was using, the HTTP response was 
one of the "40?" that would be expected.

With no one else reporting the same issue my sense is that your errors 
are the result of something on your end. I also use YahooJSON, and a 
cron job fired every weekday at 13:30 Pacific time (16:30 Eastern) 
updates about 20 securities in less than 15 seconds. My log from today's 
(04/03/2024) run:

=
gnc-get-quote.sh start: Wed Apr  3 01:30:01 PM PDT 2024
DATAFILE: /home/bschuck/Documents/bschuck.gnucash
BKUPFILE: /home/bschuck/Documents/bschuck.gnucash.20240403133001.gnucash
Found Finance::Quote version 1.59.
gz_thread_func EOF
gnc-get-quote.sh completed: Wed Apr  3 01:30:13 PM PDT 2024
=

I would not be surprised if you have a sufficiently large number of 
securities that Yahoo has mechanisms in place to detect and block/limit 
further lookups.

Bruce S.
  
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Re: [GNC] Finance Quotes Yahoo off the rails again?

2024-04-04 Thread David G. Pickett via gnucash-user
 My personal portfolio has 26-28 stocks (I recently closed 2 positions) 
(Diversity has it's virtues, and while IRSs are free choice, different 401Ks 
have different restricted choices.)  When it is in a mood to block, it seems to 
block them all, not just the last few.
On Wednesday, April 3, 2024 at 10:53:03 PM EDT, Bruce Schuck 
 wrote:  
 
 Wed Apr 3 13:40:48 EDT 2024 David G. Pickett wrote:

> Looks good, (only error because I need to switch DIA back to yahoo) 
> and slow but much better.  A later run under cron got lots of
> errors. Do they ration by IP address? If it is by frequency, maybe we
> should purposely send requests only every 10 seconds to simulate a
> human user?  It cannot make it much slower.
I've been meaning to ask how many securities are you attempting to get 
prices for?

Early on in this thread I called out the "500" responses. A "500" 
typically gets returned from a web page if the site has an issue. When 
Yahoo turned off the previous APIs F::Q was using, the HTTP response was 
one of the "40?" that would be expected.

With no one else reporting the same issue my sense is that your errors 
are the result of something on your end. I also use YahooJSON, and a 
cron job fired every weekday at 13:30 Pacific time (16:30 Eastern) 
updates about 20 securities in less than 15 seconds. My log from today's 
(04/03/2024) run:

=
gnc-get-quote.sh start: Wed Apr  3 01:30:01 PM PDT 2024
DATAFILE: /home/bschuck/Documents/bschuck.gnucash
BKUPFILE: /home/bschuck/Documents/bschuck.gnucash.20240403133001.gnucash
Found Finance::Quote version 1.59.
gz_thread_func EOF
gnc-get-quote.sh completed: Wed Apr  3 01:30:13 PM PDT 2024
=

I would not be surprised if you have a sufficiently large number of 
securities that Yahoo has mechanisms in place to detect and block/limit 
further lookups.

Bruce S.
  
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[GNC] Using gnucash-cli for updating quotes on Windows

2024-04-04 Thread fromvendor
I'm having trouble trying to tell gnucash-cli -Q get which provider to use.  I 
want it to use yahoo_json, which is what I have set up in the Security Editor 
("Yahoo as JSON" for single quote source)

When I do get it to run, it looks like it's getting the data from AlphaVantage 
as I get the following Warning message:
WARN  [GncFQQuoteSource::GncFQQuoteSource()] No Alpha Vantage 
API key set, currency quotes and other AlphaVantage based quotes won't work.

It did work as I only have three securities at the moment.  So, how do I 
specify yahoo_json on the command line or is the warning spurious?



BTW, I really had a hard time getting the command to run properly on windows.  
Perhaps I'm dumb, but the online places give no examples of what a properly 
formatted command to look like.  I did, however get the command to run and it 
did update my file.

Here's what I discovered.  Perhaps useful to someone in the future.

Apparently the datafile specification won't allow specifying the drive as I get 
this error:  failed to get_backend using access method "O"
I don't know if it would have handled a path specification, but since I had to 
change to a different drive anyway, I changed my command window to the location 
where the file resides.
Further, the datafile name wants the entire name with the suffix (so 
.gnucash)
This resulted in a command line which looked like this:  "C:\Program Files 
(x86)\gnucash\bin\gnucash-cli.exe" -Q info  <-- case matters for the -Q
This resulted in output so I did that right
Continued on to use the get and ended up with: "C:\Program Files 
(x86)\gnucash\bin\gnucash-cli.exe" -Q  get ".gnucash"
and that did update my datafile albeit with the warning above.

Thanks to all developers and the users of GNUcash
-greg
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Re: [GNC] first post

2024-04-04 Thread Michael or Penny Novack

On 4/4/2024 12:44 AM, tburmas wrote:

Hello,

    Apologies if this is the wrong list to send this to.  I wanted to 
express my appreciation for this program.  I'm coming from Quickbooks 
which has served me well but I'm tired of the costs increasing, every 
few years losing support and being tied to Intuit.  I love how GNUcash 
has been in development for many years, is lightweight and powerful.   
To those who have worked on it, thank you.


    One suggestion I have as a small business owner: add a COGS (cost 
of goods sold) and an advertising account as part of the new file 
wizard for chart of accounts. 


It's the right list.

As a new user, you might be unaware that YOU can add any accounts you 
need. The "wizard" to produce a skeleton CoA that includes accounts that 
would meet the needs of many users is just that, a skeleton/sample CoA. 
It's a matter of adding the additional accounts you need AND deleting 
the ones irrelevant to your needs. If the developers expanded to 
"wizard" to create a fuller CoA that would include all accounts that 
almost anybody might need, that second step of deleting would become 
onerous.


Since switching to gnucash after the 2006 fire* I have set up many sets 
of books. In all cases deleting all but a few of the "skeleton" 
accounts, keeping just the few that were needed, and then adding lots of 
other accounts that were needed.


It is outside the scope for us to decide what the CoA of any particular 
user should look like.  For example, I lack the "qualifications" to give 
accounting advice. If you do need help setting up a CoA appropriate to 
YOUR business, that has to come from an accountant.


Michael D Novack


* Insurance would have replaced the organizational copies of "QuickBooks 
Pro for Non-profits". But why, since that did NOT in fact support much 
of what a non-profit wants out of the box.



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Re: [GNC] Ledger-CLI

2024-04-04 Thread david whiting
On Wed, 3 Apr 2024 at 20:36, Art Chimes  wrote:
[...]

>
> 2.  Does anyone who has used Ledger, with or without Gnucash files,
> have anything to say about Ledger and whether they think it's worth
> looking into.
>

I've used piecash to convert gnucash files to ledger format (see
https://piecash.readthedocs.io/en/master/doc/doc.html?highlight=ledger#the-piecash-command-line-interface
).

There are pros and cons compared to gnucash, so it depends on what's
important to you. I've found that account matching when importing
transactions is better in gnucash than ledger-cli, the gnucash gui is
probably better for most users and the built-in reports in gnucash
help you to quickly get what most users need, maybe with a bit of
tweaking to set up local preferences/options. Gnucash has a number of
features, such as bills and invoices, built-in that you need to set-up
manually in ledger-cli (i.e. construct a way of doing it).

Where I've found ledger-cli to be useful is for automating parts of
processes that involve multiple people - in one context I have a
reasonably complex setting that involves lots of people submitting
expenses claims, and I have created a google form with some apps
script that automatically generates an email to provide a receipt for
the person and ledger-cli transactions that I can just copy and paste
quickly - this has saved me a lot of time. I use emacs ledger-mode to
interact with my ledger files, so editing is fast and easy because
emacs is good at that. I have a load of reports set up in an org-mode
file which means I can have lots of variations saved that are quick to
navigate to and can export them to nicely formatted HTML files. And
because it's all based on text files, I can use git (locally) for
version control. I can also log into my computer from my phone and run
ledger in a terminal to do things remotely (mostly querying, editing
is a bit fiddly).

I like them both, for different reasons and purposes.

David
-- 
David Whiting
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