Re: [GNC] Help with setting up stock price updates

2024-04-19 Thread Anna Scott
   Hello David, thanks for your reply …. I confess though that I’m not
   sure what to do with the answer and don’t know how to uninstall
   Finance::Quote … I also dont find a \bin directory.   Maybe i need baby
   steps help :)

   Anna
   Sent from my iPad

 On Apr 17, 2024, at 15:28, david amaral  wrote:

   
   cpanm Finance::Quote
   go to gnucash\bin
   perl gnc-fq-update
   might have to uninstall finance quote if problems
   cpanm --uninstall Finance::Quote
   On Wednesday, April 17, 2024 at 03:10:48 PM GMT-7, Anna Scott
wrote:
   Hello all … I’m advancing beyond basics for the first time and am stuck
   trying to create a new security in pricing editor - under “Quote Source
   Information” it gives error message that “Warning: Finance: Quote not
   installed properly”.
   I’ve seen other references to this as a bug … but don’t know if it’s
   been resolved?  I’m using GNUCASH 5.3 on a MAC with Sonoma 14.0 .
   Id appreciate any and all help!  Thanks in advance,
   A
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Re: [GNC] Help with setting up stock price updates

2024-04-17 Thread Anna Scott
Hello all … I’m advancing beyond basics for the first time and am stuck trying 
to create a new security in pricing editor - under “Quote Source Information” 
it gives error message that “Warning: Finance: Quote not installed properly”.  

I’ve seen other references to this as a bug … but don’t know if it’s been 
resolved?  I’m using GNUCASH 5.3 on a MAC with Sonoma 14.0 .

Id appreciate any and all help!  Thanks in advance,

A


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Re: [GNC] Help selecting accounts for a report

2023-12-24 Thread Anna Scott
Hello helpers! Happy holidays.  Not sure when this might be seen … but crossing 
my fingers. Ive used GNC for a few months in MacOS.  I’ve figured out how to do 
basic reporting by editing the standard options. i now need help in literally 
selecting the accounts for my new income statement.  It would be easy if the 
accounts were all contiguous in my chart of accounts and I’d simply select the 
relevant group. However, i have a group of expenses that I want to match with 
an income account.  I can select each set but not both …to “selectively select” 
 I’ve tried things like holding down shift key so i can skip to only relevant 
accounts.  Is there a simple shift/option/control/command whatever set of 
keystrokes i need to know?   

I hope that makes sense.  Anyway, y’all have a happy holiday and I’m very 
grateful for those who invest time in helping others.  I’ll try to pay it 
forward,

A

Sent from my iPad

> On Sep 30, 2023, at 22:06, Peter Lamb  wrote:
> 
> No problem, I'm glad you've sorted it out.
> 
> Peter
> 
>> On 1/10/2023 13:52, Anna Scott wrote:
>> Thank you so much Peter!  I found the pathway and was able to successfully 
>> reauthorize it again. Whew!   I realized later that the other significant 
>> event today was that I updated my Mac software just before this happened, so 
>> this appears to be a new security feature … anyway I’m super grateful for 
>> you taking time to help me out. Have a wonderful weekend,
>> A
>> 
>> Sent from my iPad
>> 
>>>> On Sep 30, 2023, at 18:37, Peter Lamb  wrote:
>>> 
>>> Assuming that you have a Mac (you didn't say, but the message sounds 
>>> Mac-ish):
>>> System Settings>Privacy & Security>Files and Folders, scroll down to 
>>> Gnucash, click on the ">" to the left of "Gnucash" and switch on Documents 
>>> Folder.
>>> 
>>> Peter
>>> 
>>>> On 1/10/2023 10:41, Anna Scott wrote:
>>>> Hello helpers … this is my first question after setting up Gnucash.  When 
>>>> I tried to open the data file today it unexpectedly asked if I wanted 
>>>> Gnucash to access my document folders.  Id never been asked that before 
>>>> and in the interests of security said no.  Of course now when I tried to 
>>>> open my data file it refuses and says it doesn’t have permission!  UGH how 
>>>> can I correct this?  Thanks in advance for all who support this product
>>>> 
>>>> A
>>>> ___
>>>> gnucash-user mailing list
>>>> gnucash-user@gnucash.org
>>>> To update your subscription preferences or to unsubscribe:
>>>> https://lists.gnucash.org/mailman/listinfo/gnucash-user
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>>>> You can do this by using Reply-To-List or Reply-All.
>>> 
> 

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Re: [GNC] Scheduled transactions

2023-10-13 Thread Anna Scott
I think I figured it out - set weekly for every four weeks. Duh.

Sent from my iPad

> On Oct 12, 2023, at 14:43, Anna Scott  wrote:
> 
> Hello all - first of all I’m a MacBook Pro user on GNC version 5.3 - I’m a 
> newbie setting up scheduled transactions for the first time. I have a few 
> that are recurring every four weeks (specifically not monthly) and would 
> appreciate your advice on a) is it possible to schedule in this non standard 
> cycle and b) how do I best set it up?
> 
> Appreciate your help as always - 
> 
> Sent from my iPad

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[GNC] Scheduled transactions

2023-10-13 Thread Anna Scott
Hello all - first of all I’m a MacBook Pro user on GNC version 5.3 - I’m a 
newbie setting up scheduled transactions for the first time. I have a few that 
are recurring every four weeks (specifically not monthly) and would appreciate 
your advice on a) is it possible to schedule in this non standard cycle and b) 
how do I best set it up?

Appreciate your help as always - 

Sent from my iPad
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Re: [GNC] Help accessing data file

2023-09-30 Thread Anna Scott
Thank you so much Peter!  I found the pathway and was able to successfully 
reauthorize it again. Whew!   I realized later that the other significant event 
today was that I updated my Mac software just before this happened, so this 
appears to be a new security feature … anyway I’m super grateful for you taking 
time to help me out. Have a wonderful weekend,
A

Sent from my iPad

> On Sep 30, 2023, at 18:37, Peter Lamb  wrote:
> 
> Assuming that you have a Mac (you didn't say, but the message sounds 
> Mac-ish):
> System Settings>Privacy & Security>Files and Folders, scroll down to Gnucash, 
> click on the ">" to the left of "Gnucash" and switch on Documents Folder.
> 
> Peter
> 
>> On 1/10/2023 10:41, Anna Scott wrote:
>> Hello helpers … this is my first question after setting up Gnucash.  When I 
>> tried to open the data file today it unexpectedly asked if I wanted Gnucash 
>> to access my document folders.  Id never been asked that before and in the 
>> interests of security said no.  Of course now when I tried to open my data 
>> file it refuses and says it doesn’t have permission!  UGH how can I correct 
>> this?  Thanks in advance for all who support this product
>> 
>> A
>> ___
>> gnucash-user mailing list
>> gnucash-user@gnucash.org
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>> https://lists.gnucash.org/mailman/listinfo/gnucash-user
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>> You can do this by using Reply-To-List or Reply-All.
> 
> 

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[GNC] Help accessing data file

2023-09-30 Thread Anna Scott
Hello helpers … this is my first question after setting up Gnucash.  When I 
tried to open the data file today it unexpectedly asked if I wanted Gnucash to 
access my document folders.  Id never been asked that before and in the 
interests of security said no.  Of course now when I tried to open my data file 
it refuses and says it doesn’t have permission!  UGH how can I correct this?  
Thanks in advance for all who support this product

A
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[GNC] Online Quotes

2023-04-05 Thread Anna Scott
Since installing version 5.0 of gnucash, online quotes has stopped 
working for me. I have tried uninstalling and reinstalling perl and the 
finance quote function several times but no joy. When I try and retrieve 
quotes via the price tool, I get two blank perl screens flash up but not 
error messages and no update. I have looked in the bin directory and 
gnc-fq-dump seems to be missing?? Could this be the problem? How can I 
download it?


Many thanks for any help, Anna

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Re: [GNC] Unable to reconcile

2019-07-04 Thread Anna
It was mentioned that this issue arose after an update - in fact, that it was 
the first reconciliation since that update.

On 01/07/2019 17:10:49, David Carlson  wrote:
As others have also mentioned, they are not seeing the same issue that you are, 
at least with the given details.  While your last message does list the 
transaction dates in detail, it does not mention other factors such as whether 
this, for you, is a new issue in a recent update or whether reconciling in 
GnuCash is a process that you may be trying for the first time, or whether you 
have verified the other steps, including checking the starting and ending 
balances.

Now that release 3.6 is out, you (and others) can also check whether that 
release behaves the same way.  Historically, others have not seen your issue, 
but you are correct that it should not be requiring that transactions be dated 
on the cleared date, unless you are specifically trying to match dates to the 
dates shown on your bank statement.  For one account in my data, I actually do 
try to do that.


David Carlson


On Mon, Jul 1, 2019 at 10:55 AM Anna mailto:anna.trico...@gmail.com]> wrote:

If you read my message, you will see that this is just what I did.  

As mentioned in my update, if a cheque is written on 23 May, for instance, but 
not presented until 2nd June, and the reconciliation date is 31st May, then 
with the new version of Gnucash the date of the cheque must be changed to 
beyond the reconciliation period.

Best
Anna

On 28/06/2019 17:09:33, David Carlson mailto:david.carlson@gmail.com]> wrote:
Another way looking at this issue is while reconciling to be sure that all 
transactions on the bank statement are checked and all transactions in the 
statement period that have not cleared yet are not checked.   Then the 
reconciliation can be completed.  There is no requirement for outstanding 
transactions to be checked. 


If, as you suggested,  the reconciliation ending balance cannot be changed to 
match the bank statement balance to complete the reconciliation thus requiring 
all transactions to be checked,  that would be a serious issue requiring a big 
report.

Please excuse my spell checker re-writes . I cannot be sure that it says what I 
mean. 

David Carlson 

On Fri, Jun 28, 2019, 4:27 AM Anna mailto:anna.trico...@gmail.com]> wrote:

Yes, that's the first thing I checked.  You'll see that my initial post 
confirmed this.

This is the first reconciliation since upgrading to a newer version.

I've done some more investigation, and found that it is because one of the 
transactions had been entered under an incorrect date.  This new version will 
not allow reconciliation until all transactions within the date span are marked 
off, meaning that if a cheque is entered, the date will have to be changed from 
the date it was written to the date it was presented.

Regards
Daisy
On 27/06/2019 09:41:02, Derek Atkins mailto:de...@ihtfp.com]> 
wrote:
Hi,

On Wed, June 26, 2019 3:58 pm, Daisy wrote:
> I'm trying to reconcile current account. Opening and closing balances
> tally, as does reconciled balance, but I cannot finish the reconciliation
> because the cleared balance is different. Total paid in and total paid out
> are correct.
>
> Have made sure that all transactions that should be reconciled are marked
> off.
>
> What is causing this discrepancy?

Make sure your ending balance, as entered when you start the reconcile
process, matches your statement ending balance. And then make sure only
the items on the statement are checked off in the reconcile window.

> 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 [mailto:de...@ihtfp.com] www.ihtfp.com [http://www.ihtfp.com]
Computer and Internet Security Consultant

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Re: [GNC] Unable to reconcile

2019-07-01 Thread Anna
If you read my message, you will see that this is just what I did.  

As mentioned in my update, if a cheque is written on 23 May, for instance, but 
not presented until 2nd June, and the reconciliation date is 31st May, then 
with the new version of Gnucash the date of the cheque must be changed to 
beyond the reconciliation period.

Best
Anna

On 28/06/2019 17:09:33, David Carlson  wrote:
Another way looking at this issue is while reconciling to be sure that all 
transactions on the bank statement are checked and all transactions in the 
statement period that have not cleared yet are not checked.   Then the 
reconciliation can be completed.  There is no requirement for outstanding 
transactions to be checked. 


If, as you suggested,  the reconciliation ending balance cannot be changed to 
match the bank statement balance to complete the reconciliation thus requiring 
all transactions to be checked,  that would be a serious issue requiring a big 
report.

Please excuse my spell checker re-writes . I cannot be sure that it says what I 
mean. 

David Carlson 

On Fri, Jun 28, 2019, 4:27 AM Anna mailto:anna.trico...@gmail.com]> wrote:

Yes, that's the first thing I checked.  You'll see that my initial post 
confirmed this.

This is the first reconciliation since upgrading to a newer version.

I've done some more investigation, and found that it is because one of the 
transactions had been entered under an incorrect date.  This new version will 
not allow reconciliation until all transactions within the date span are marked 
off, meaning that if a cheque is entered, the date will have to be changed from 
the date it was written to the date it was presented.

Regards
Daisy
On 27/06/2019 09:41:02, Derek Atkins mailto:de...@ihtfp.com]> 
wrote:
Hi,

On Wed, June 26, 2019 3:58 pm, Daisy wrote:
> I'm trying to reconcile current account. Opening and closing balances
> tally, as does reconciled balance, but I cannot finish the reconciliation
> because the cleared balance is different. Total paid in and total paid out
> are correct.
>
> Have made sure that all transactions that should be reconciled are marked
> off.
>
> What is causing this discrepancy?

Make sure your ending balance, as entered when you start the reconcile
process, matches your statement ending balance. And then make sure only
the items on the statement are checked off in the reconcile window.

> 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 [mailto:de...@ihtfp.com] www.ihtfp.com [http://www.ihtfp.com]
Computer and Internet Security Consultant

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Re: [GNC] Unable to reconcile

2019-06-28 Thread Anna
Yes, that's the first thing I checked.  You'll see that my initial post 
confirmed this.

This is the first reconciliation since upgrading to a newer version.

I've done some more investigation, and found that it is because one of the 
transactions had been entered under an incorrect date.  This new version will 
not allow reconciliation until all transactions within the date span are marked 
off, meaning that if a cheque is entered, the date will have to be changed from 
the date it was written to the date it was presented.

Regards
Daisy
On 27/06/2019 09:41:02, Derek Atkins  wrote:
Hi,

On Wed, June 26, 2019 3:58 pm, Daisy wrote:
> I'm trying to reconcile current account. Opening and closing balances
> tally, as does reconciled balance, but I cannot finish the reconciliation
> because the cleared balance is different. Total paid in and total paid out
> are correct.
>
> Have made sure that all transactions that should be reconciled are marked
> off.
>
> What is causing this discrepancy?

Make sure your ending balance, as entered when you start the reconcile
process, matches your statement ending balance. And then make sure only
the items on the statement are checked off in the reconcile window.

> 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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