Re: [GNC] keyboard shortcut - how to implement for open/close splits?

[George Riner]

Murugan:

Thank you!

I've upgraded to 5.3. I don't think I use most of the features of 
GnuCash, just my personal finances. It works for me and while upgrades 
get released, I'm not in a rush to grab the latest version.



I've edited the accelerator-map file and I now have a shortcut for show 
splits.



Thanks to the group for your help.

:George


On 9/12/2023 2:46 PM, Murugan Muruganandam wrote:

hi George

In Version 4.14 onwards there was a changein the way accelerator map 
was handled, please see below for more details. so basically it is 
copying from default every time you start.  i suggest you move to the 
latest version as i have tested it in the newer version and it works 
as expected.

Any reason you are not upgrading to 5.3 version?


Change the handling of accelerator maps. Gtk no longer supports 
changing these from the menus and the save no longer writes out the 
accelerators that have their default values, so to assist users 
editing them we have generated default ones that we include with 
GnuCash and have disabled saving when quitting GnuCash. At startup 
GnuCash will check for the presence of the 
fileaccelerator-mapinGNC_CONFIG_HOME 
<https://wiki.gnucash.org/wiki/Configuration_Locations#GNC_CONFIG_HOME>and 
if it's not found will copy in the default one.




Saludos Cordiales


Murugan


*From:* gnucash-user 
 on 
behalf of George Riner 

*Sent:* Tuesday, September 12, 2023 5:55 PM
*To:* gnucash-user@gnucash.org 
*Subject:* Re: [GNC] keyboard shortcut - how to implement for 
open/close splits?
Editing that line, in it's place, as well as removing the semicolon, 
is exactly what I did. And, yes, I saved the file after making the edits.


: George
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Re: [GNC] keyboard shortcut - how to implement for open/close splits?

[George Riner]

Editing that line, in it's place, as well as removing the semicolon, is exactly 
what I did. And, yes, I saved the file after making the edits.

: George
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Re: [GNC] keyboard shortcut - how to implement for open/close splits?

[George Riner]

Stan, Thanks for your understanding.

I edited the following line in accelerator-map

; (gtk_accel_path 
"/GncPluginPageRegisterActions/SplitTransactionAction" "")


to read

(gtk_accel_path 
"/GncPluginPageRegisterActions/SplitTransactionAction" 
"s")


and then restarted GnuCash.

outcome: I go to a transaction in the register that has "-- Split 
Transaction --" showing, press s and nothing happens. I also 
notice, as you report, that the accelerator-map file has been re-written 
with my edits removed. Odd, kinda, that a file that you'd think GnuCash 
would *read* to get configurations for things, is instead *written* to 
remove all accelerator-mapping.


:George


On 9/12/2023 11:32 AM, Stan Brown (using GC 4.14) wrote:

On 2023-09-12 10:42, Michael Hendry wrote:

On 12 Sep 2023, at 18:17, George Riner  wrote:

I really wish there was a keyboard shortcut to open/close the Splits on the 
transaction I'm in.

https://wiki.gnucash.org/wiki/Keyboard_Shortcuts

I use a Mac, so the file I’ve edited is
~/Library/Application Settings/Gnucash/acclerator-map;

and the necessary lines are:

(gtk_accel_path "/GncPluginPageRegisterActions/ViewStyleRadioAction/0" 
"1")
(gtk_accel_path "/GncPluginPageRegisterActions/ViewStyleRadioAction/1" 
"2")
(gtk_accel_path "/GncPluginPageRegisterActions/ViewStyleRadioAction/2" 
"3")

which opens the Basic Ledger view with Cmd-1, AutoSplit Ledger with Cmd-2 and 
Transaction Journal with Cmd-3.

1. I think those are to change the view of the entire register. If I
understood George's query correctly, the was asking for a key to
effectively press the Split button and show the splits for the current
transaction. In any case, I'd very much like to know how to do that.

2. Where do we find the list of items to go in the first set of double
quotes? Neither <https://wiki.gnucash.org/wiki/Keyboard_Shortcuts> nor
the two files it references have that information.

3. The lines you gave don't seem top do anything in my accelerator file
(which I've attached). Here are details.

I'm in Windows 10, with GC 4.14. I found the accelerator-map file in
%APPDATA%\GnuCash, and, while GC was not running, added your three lines
at the bottom. However, they don't seem to have any effect. I know that
for Windows users  means the Ctrl key, because o is
bound to File Open, and when I try Ctrl+o the File Open dialog does
indeed pop up. But Ctrl+0, Ctrl+1, and Ctrl+2 don't seem to do anything.

Even worse, when GC closes it rewrites the accelerator-map file
_without_ those four lines I added.

Do user-configured accelerator keys just not work in Windows, or am I
doing something wrong?


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

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Re: [GNC] keyboard shortcut - how to implement for open/close splits?

[George Riner]

Looking at C:\Users\George\AppData\Roaming\GnuCash\accelerator-map

I see a line that looks like this:

; (gtk_accel_path 
"/GncPluginPageRegisterActions/SplitTransactionAction" "")


with nothing apparent to me about what keyboard key combination that 
maps to.


and looking around at the other lines in that file with semantic parts like:

    0e94fd0277ba11e8825d43e27232c9d4Action
    FileSaveAction" "s"
    EmployeeNewEmployeeOpenAction
    Register2TestSubAccountAction

etc, etc. I can't make heads or tails of what to add to this file.  
Plus, it appears to me that every line in this file begins with a 
semi-colon, effectively commenting-out the entire file so that it has no 
effect whatsoever.


I'll keep looking

:George

On 9/12/2023 10:48 AM, david whiting wrote:

And you could add

(gtk_accel_path
"/GncPluginPageRegisterActions/ViewStyleDoubleLineAction"
"4")

To toggle viewing the transaction notes.

David

David

On Tue, 12 Sept 2023 at 18:43, Michael Hendry  wrote:


On 12 Sep 2023, at 18:17, George Riner  wrote:


I really wish there was a keyboard shortcut to open/close the Splits on the 
transaction I'm in.

Is there some edit I can make to a file somewhere in gnucash that would make 
this effect?

:George

GnuCash Version: 4.13
Build ID: 4.13+(2022-12-17)
Windows 10 22H2 (build 19045.3324)

Hi, George.

Have a look here:

https://wiki.gnucash.org/wiki/Keyboard_Shortcuts

I use a Mac, so the file I’ve edited is
~/Library/Application Settings/Gnucash/acclerator-map;

and the necessary lines are:

(gtk_accel_path "/GncPluginPageRegisterActions/ViewStyleRadioAction/0" 
"1")
(gtk_accel_path "/GncPluginPageRegisterActions/ViewStyleRadioAction/1" 
"2")
(gtk_accel_path "/GncPluginPageRegisterActions/ViewStyleRadioAction/2" 
"3")

which opens the Basic Ledger view with Cmd-1, AutoSplit Ledger with Cmd-2 and 
Transaction Journal with Cmd-3.

I think this should be enough to get you started.

Regards,

Michael
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Re: [GNC] keyboard shortcut - how to implement for open/close splits?

[George Riner]

Summarizing the wiki.gnucash.org page:

it lists the following keyboard shortcuts:

Ctrl+Alt+PgUp Ctrl+Alt+PgDown = switch between tabs in the main window
Tab = select placeholder account in the account page
Shift-RightArrow = expand tree view of place holder account in the 
account page
Shift-LeftArrow = collapse tree view of place holder account in the 
account page
Numpad_+ (or Shift-Numpad_+, not clear) = expand one level of 
placeholder account in the account page
Numpad_- (or Shift-Numpad_-, not clear) = collapse one level of 
placeholder account in the account page

[a brief explanation of the GnuCash calculator keys when entering amounts]
[a brief explanation of 'quick-fill' when when entering a description]
[a brief explanation of selecting an account when entering a transaction]
[a description of using the GnuCash menu to view all subaccount transaction]
Numpad_+ = increment date or check number fields (when in the field)
Numpad_- = decrement date or check number fields (when in the field)
Ctrl-Down = raise the accounts menu (dropdown list?) when selecting 
transfer account

Shift-PgDown = jump to the empty transaction at the bottom of the register
[a few keyboard shortcuts in the Reconcile window]

and that' s about it!

and then a brief discussion of GTK bindings showing examples for Cut, 
Copy & Paste, a functionality that is already implemented in GnuCash as 
installed.


I don't know how I'm to use this information to know how to implement a 
keyboard shortcut to 


I'll keep looking around.

:George

On 9/12/2023 10:42 AM, Michael Hendry wrote:


On 12 Sep 2023, at 18:17, George Riner  wrote:



I really wish there was a keyboard shortcut to open/close the Splits 
on the transaction I'm in.


Is there some edit I can make to a file somewhere in gnucash that 
would make this effect?


:George

GnuCash Version: 4.13
Build ID: 4.13+(2022-12-17)
Windows 10 22H2 (build 19045.3324)


Hi, George.

Have a look here:

Keyboard Shortcuts <https://wiki.gnucash.org/wiki/Keyboard_Shortcuts>
wiki.gnucash.org <https://wiki.gnucash.org/wiki/Keyboard_Shortcuts>
favicon.ico <https://wiki.gnucash.org/wiki/Keyboard_Shortcuts>

<https://wiki.gnucash.org/wiki/Keyboard_Shortcuts>

I use a Mac, so the file I’ve edited is

~/Library/Application Settings/Gnucash/acclerator-map;

and the necessary lines are:


(gtk_accel_path
"/GncPluginPageRegisterActions/ViewStyleRadioAction/0"
"1")
(gtk_accel_path
"/GncPluginPageRegisterActions/ViewStyleRadioAction/1"
"2")
(gtk_accel_path
"/GncPluginPageRegisterActions/ViewStyleRadioAction/2"
"3")

which opens the Basic Ledger view with Cmd-1, AutoSplit Ledger with 
Cmd-2 and Transaction Journal with Cmd-3.


I think this should be enough to get you started.

Regards,

Michael


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[GNC] keyboard shortcut - how to implement for open/close splits?

[George Riner]

I really wish there was a keyboard shortcut to open/close the Splits on 
the transaction I'm in.


Is there some edit I can make to a file somewhere in gnucash that would 
make this effect?


:George

GnuCash Version: 4.13
Build ID: 4.13+(2022-12-17)
Windows 10 22H2 (build 19045.3324)


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Re: [GNC] Exporting reports to spreadsheet

[George Riner]

Yeah... isn't that curious?  Gnucash writes out HTML regardless of any 
windows filename extension you supply. But if the filename I supply ends 
with the extension ".xlsx" then surprise! - it opens in LibreOffice Calc 
with an opening dialog box offering to convert the file to a Calc file!


I suspect LO is being way more "clever"!

:George

On 3/29/2023 1:36 PM, Maf. King wrote:

I _think_ that LibreOffice is more clever than just looking at the file
extension.  ISTR that  LO examines the file as it opens, and decides if a text
editor (writer) would be more appropriate than Calc for the contents of the
file, regardless of name.extension And HTML is "text"

0.02
Maf.


On Wednesday, 29 March 2023 21:14:43 BST Murugan Muruganandam wrote:

can you please try and save it with extension ".ods" and check if it is
directly opening in the Calc application




Saludos Cordiales


Murugan

____
From: gnucash-user
 on behalf of
George Riner  Sent: Wednesday, March 29, 2023 1:11
PM
To: Gnucash Users 
Subject: [GNC] Exporting reports to spreadsheet

The setting:

Windows 10
Gnucash 4.13

When I Export a report I've been supplying a windows extension of
".ods". Which I assumed would cause that exported report file to open in
some OpenDocumentSpreadsheet application, in my case: LibreOffice Calc.

But it doesn't do that. I double-click the file to open it in the
default application and it opens in LibreOffice Writer.

Opening the exported report in a text editor I see that it's really an
HTML file. And that, in fact, I can specify any windows extension I want
when exporting the report from Gnucash, and it will always write out a
file that contains HTML.

I think Windows is seeing ".ods" as something to open in LibreOffice,
which starts reading the file and detects that it's HTML and then
without any asking, renders the HTML in the exported report as a
LibreOffice Writer document.

However, if I export a report and specify a file extension of ".xlsx"
and then double click that to open it, then LibreOffice Calc starts up
and offers to convert the HTML that's in that file to an actual
spreadsheet which I can then save as a ".ods" file that opens in
LibreOffice Calc.

I find myself in circles trying to find the straight path from Gnucash
exported reports to LibreOffice Calc and can't seem to untangle the
Windows/Gnucash/LibreOffice interactions to get this to happen.

Any Windows + LibreOffice users out that that get this working?

:George

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[GNC] Exporting reports to spreadsheet

[George Riner]

The setting:

Windows 10
Gnucash 4.13

When I Export a report I've been supplying a windows extension of 
".ods". Which I assumed would cause that exported report file to open in 
some OpenDocumentSpreadsheet application, in my case: LibreOffice Calc.


But it doesn't do that. I double-click the file to open it in the 
default application and it opens in LibreOffice Writer.


Opening the exported report in a text editor I see that it's really an 
HTML file. And that, in fact, I can specify any windows extension I want 
when exporting the report from Gnucash, and it will always write out a 
file that contains HTML.


I think Windows is seeing ".ods" as something to open in LibreOffice, 
which starts reading the file and detects that it's HTML and then 
without any asking, renders the HTML in the exported report as a 
LibreOffice Writer document.


However, if I export a report and specify a file extension of ".xlsx" 
and then double click that to open it, then LibreOffice Calc starts up 
and offers to convert the HTML that's in that file to an actual 
spreadsheet which I can then save as a ".ods" file that opens in 
LibreOffice Calc.


I find myself in circles trying to find the straight path from Gnucash 
exported reports to LibreOffice Calc and can't seem to untangle the 
Windows/Gnucash/LibreOffice interactions to get this to happen.


Any Windows + LibreOffice users out that that get this working?

:George

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Re: [GNC] Help with downloading transactions.

[George Riner]

I am completely aware of that. But I have to correct business names, and 
the noise that comes into the memo/notes fields, too. And sometimes 
useless stuff shows up in the 'Num' field.  After I've cleaned up all 
those fields, then I set the transaction to the correct expense account, 
which causes it to leave the 'Unspecified' account.  I know when I'm 
done cleaning up these transactions when the 'Unspecified' account is 
empty of entries. I don't have to search through expense registers or 
bank/credit registers to find them and clean them.


Transactions that match are set to 'P' and flow through without bringing 
any of the stuff I would otherwise clean out. They go to their 
designated expense account right away.



So, downloading is a subset of type 'M'?



:George


On 3/17/2023 5:10 PM, Gyle McCollam wrote:

George,
you are probably aware, but just in case, when you use the add you can 
actually designate the proper expense account within the matching 
window.  That way you don't have to go back later to 'unspecified" and 
correct the entries.

P.S. BTW, entering by hand is type "M".

Thank You,

*Gyle McCollam*

Gyle McCollam

gmccol...@live.com <mailto:gmccol...@gyleshomes.com>email


*From:* gnucash-user 
 on behalf of 
George Riner 

*Sent:* Friday, March 17, 2023 7:33 PM
*To:* gnucash-user@gnucash.org 
*Subject:* Re: [GNC] Help with downloading transactions.
I'm and 'M' and a 'K'.  I download from banks and I reconcile. I'm also
a enter-by-hand (I don't know what letter-type that would be).

I like downloading because it catches things I don't get receipts for
and that I forget to hand-enter. On-line purchases, gas pumps that run
out of receipt paper, or the receipt didn't get out of my pocket and
went through the laundry.

I reconcile, because it catches when I enter the charge in the wrong
credit card acct, and it informs me for when a check I wrote has not
cleared the bank, or some charge is delayed, or for when I hand-enter
something and I do a typo.

When I download, I never use the 'U' option - there's too much useless
noise in the downloaded transactions that gets into my registers that
only serves to clutter up reports. I'm assuming these numbers are
meaningful to someone at the bank/creditcard, or maybe the retailer, but
I've yet to find anything they match. They aren't Amazon order numbers
or Amazon receipt numbers, nor Amazon invoice numbers. Maybe some
transaction number that only the bank knows about?  Plus, names of
businesses rarely match, and even when they do, they're often all UPPER
CASE and often include misguided attempts by the retailer for Customer
Relationship Management by adding in "THANK YOU FOR YOUR PURCHASE!!"
which is totally useless in my accounts & reports.

I wish there was a way to turn off the 'Bayesian" amount matching.
Because I don't want to be close, I want to be exact. So when
reconciling I have to carefully watch the matching transactions to make
sure they're aren't off by $0.02 or some tiny amount.

For downloaded transactions that have to be added, I use the 'A' option,
but I force all those transactions to go into a special account - I name
it 'Unspecified' (under Expenses).  I then apply the downloaded
transaction and then go through all the 'Unspecified' entries in Journal
view and clean them up and correct the expense account to apply them to.

The Reconcile function also has a really useful way of creating the
payment transaction and giving it a future date (the payment due date,
for example), and posting it to my bank acct.

:George
Windows 10 build 19045.2604
Gnucash Build ID: 4.11+(2022-06-25)



On 3/17/2023 1:57 AM, ed...@billiau.net wrote:
> On Thu, 16 Mar 2023 15:38:25 +
> Gyle McCollam  wrote:
>
>> You really should try to download and import transactions.
> This is a philosophical point.
> There is group "M" who always enter every transaction first in their
> books and then use the bank documents to reconcile
>
> and
>
> There is group "K" who enter some things and use the bank download to
> keep their accounts.
>
> There are pros and cons to each method. Gnucash allows you to make your
> own choice.
>
>
> Liz
> ___
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Re: [GNC] Help with downloading transactions.

[George Riner]

I'm and 'M' and a 'K'.  I download from banks and I reconcile. I'm also 
a enter-by-hand (I don't know what letter-type that would be).


I like downloading because it catches things I don't get receipts for 
and that I forget to hand-enter. On-line purchases, gas pumps that run 
out of receipt paper, or the receipt didn't get out of my pocket and 
went through the laundry.


I reconcile, because it catches when I enter the charge in the wrong 
credit card acct, and it informs me for when a check I wrote has not 
cleared the bank, or some charge is delayed, or for when I hand-enter 
something and I do a typo.


When I download, I never use the 'U' option - there's too much useless 
noise in the downloaded transactions that gets into my registers that 
only serves to clutter up reports. I'm assuming these numbers are 
meaningful to someone at the bank/creditcard, or maybe the retailer, but 
I've yet to find anything they match. They aren't Amazon order numbers 
or Amazon receipt numbers, nor Amazon invoice numbers. Maybe some 
transaction number that only the bank knows about?  Plus, names of 
businesses rarely match, and even when they do, they're often all UPPER 
CASE and often include misguided attempts by the retailer for Customer 
Relationship Management by adding in "THANK YOU FOR YOUR PURCHASE!!"  
which is totally useless in my accounts & reports.


I wish there was a way to turn off the 'Bayesian" amount matching. 
Because I don't want to be close, I want to be exact. So when 
reconciling I have to carefully watch the matching transactions to make 
sure they're aren't off by $0.02 or some tiny amount.


For downloaded transactions that have to be added, I use the 'A' option, 
but I force all those transactions to go into a special account - I name 
it 'Unspecified' (under Expenses).  I then apply the downloaded 
transaction and then go through all the 'Unspecified' entries in Journal 
view and clean them up and correct the expense account to apply them to.


The Reconcile function also has a really useful way of creating the 
payment transaction and giving it a future date (the payment due date, 
for example), and posting it to my bank acct.


:George
Windows 10 build 19045.2604
Gnucash Build ID: 4.11+(2022-06-25)



On 3/17/2023 1:57 AM, ed...@billiau.net wrote:

On Thu, 16 Mar 2023 15:38:25 +
Gyle McCollam  wrote:


You really should try to download and import transactions.

This is a philosophical point.
There is group "M" who always enter every transaction first in their
books and then use the bank documents to reconcile

and

There is group "K" who enter some things and use the bank download to
keep their accounts.

There are pros and cons to each method. Gnucash allows you to make your
own choice.


Liz
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Re: [GNC] uninstalling the Gnucash "Get Quotes" functionality

[George Riner]

Geoff:

Thanks.  I can do that.  I had the impression the installation put more 
on my system than just an install of strawberry perl and a few 
strawberry perl modules.


:George

On 4/4/2022 4:56 PM, Geoff wrote:

Hi George

Since you are on Windows 10, you can simply use the Control Panel to 
uninstall Strawberry Perl.


See attached screenshot.

Regards

Geoff
=

On 5/04/2022 2:44 am, George Riner wrote:

Setting:

Windows 10 build 19044.1586
3.9Ghz Intel gen7 CPU, 32Gb RAM, 100Gb free disk space on C:
Gnucash Build ID: 4.9+(2021-12-18)|
Finance::Quote: 1.51
I use GnuCash for personal finances

Question:

I hold 7 publicly traded commodities with ticker symbols on US stock 
exchanges. I installed the Get Quotes capability using the installed 
tool "Install Online Price Retrieval for GnuCash".  As the 
documentation says, it took about an hour to intall and it was about 
right.  It added over 600 Mb of stuff to my C: drive.


Now that I've tried it a few times, I find it isn't worth the hassle. 
I want to uninstall it.


Is there an equally convenient - and thorough - uninstall tool/app to 
remove what "Install Online Price Retrieval for GnuCash" added? I 
don't want to keep strawberry perl, either. I certainly do want to 
continue using GnuCash.


:George
California, USA

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Re: [GNC] new subaccounts and updating saved reports

[George Riner]

Not knowing anything about the internal workings of Gnucash...

It seems from a UI-perspective, that having a checkbox for "Include 
subaccounts of selected accounts" as a report option setting, is pretty 
clear and simple.


If I have a report setup for particular accounts that represent some 
sort of project or activity ('cost area'), I would not check that box.


If I have a more generalized report that I want to show information for 
a broader range or higher level of reporting, I'd check that box and 
Gnucash would include current subaccounts to the selected accounts. I 
would use this setting for the mostly regular and periodic reporting I 
do where I don't want to have to go back in and check that it's missing 
an account or two that I added in the past week/month/quarter/year.


:George

On 3/22/2022 7:00 PM, David T. via gnucash-user wrote:

My experience matches that of George, and I don't see how changing the levels 
could gather a new account into the report.

The issue has been raised before recently, although I couldn't track it down. 
Short of rewriting the report code to re-evaluate the account set every time a 
report is run, I can't see how to fix the problem-- and even then, how would 
gnucash know when a given account should be added to any given report or not?

There are plenty of use cases where a saved report includes a subset of 
accounts on purpose-- for example, when one wants a report that includes 
expenses for an isolated cost area (think rental properties). I might even 
hazard a guess that this would be one of the primary features of saved report 
configurations. The lists here have countless threads advising users to do just 
that. So automatically adding new subaccounts to existing reports could be 
detrimental for many users with saved reports.

That's not to say that I haven't wished for some way to automate this aspect. I 
just don't see how you would implement it.

David T.

On March 22, 2022 6:49:25 PM EDT, davidcousen...@gmail.com wrote:

George

Have you tried changing the number of sub-account levels in the report options?
(Edit->Report Options with the report open). It may be possible that changing

>from the default level of 3 and/or changing the option to flatten the account

structure (you can always change it back again if the result is not desirable)
may force a reevaluation of the included accounts. Not sure if this will work
but it may be worth a try. If you get the report showing the added accounts then
resave the report.

David Cousens


On Tue, 2022-03-22 at 11:53 -0700, George Riner wrote:

I am learning that when I add another subaccount to an account already
has subaccounts and the account is already in several "saved report
configurations" that I now have to go back through each and every one of
my "saved report configurations" and update its Options to include that
new subaccount.  It won't automatically include that new subaccount just
because it's a subaccount of an account that's already selected in the
options for those saved report configurations.

Is there a way to make it work that way?

:George
Platform: Windows 10 (64-bit) build 19044.1586 (32Gb RAM)
Gnucash: 4.9+(2021-12-18) English
Finance Quote: 1.51a

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[GNC] uninstalling the Gnucash "Get Quotes" functionality

[George Riner]

Setting:

Windows 10 build 19044.1586
3.9Ghz Intel gen7 CPU, 32Gb RAM, 100Gb free disk space on C:
Gnucash Build ID: 4.9+(2021-12-18)|
Finance::Quote: 1.51
I use GnuCash for personal finances

Question:

I hold 7 publicly traded commodities with ticker symbols on US stock 
exchanges. I installed the Get Quotes capability using the installed 
tool "Install Online Price Retrieval for GnuCash".  As the documentation 
says, it took about an hour to intall and it was about right.  It added 
over 600 Mb of stuff to my C: drive.


Now that I've tried it a few times, I find it isn't worth the hassle. I 
want to uninstall it.


Is there an equally convenient - and thorough - uninstall tool/app to 
remove what "Install Online Price Retrieval for GnuCash" added? I don't 
want to keep strawberry perl, either. I certainly do want to continue 
using GnuCash.


:George
California, USA

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[GNC] new subaccounts and updating saved reports

[George Riner]

I am learning that when I add another subaccount to an account already 
has subaccounts and the account is already in several "saved report 
configurations" that I now have to go back through each and every one of 
my "saved report configurations" and update its Options to include that 
new subaccount.  It won't automatically include that new subaccount just 
because it's a subaccount of an account that's already selected in the 
options for those saved report configurations.


Is there a way to make it work that way?

:George
Platform: Windows 10 (64-bit) build 19044.1586 (32Gb RAM)
Gnucash: 4.9+(2021-12-18) English
Finance Quote: 1.51a

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Re: [GNC] importing prices from csv

[George Riner]

Thanks.

One question... I don't know what is "the entry from Gnucash" ? err... 
what entry from Gnucash?


:George

On 3/16/2022 2:59 PM, D. wrote:

I am able to import prices from csv with a four column source:

Ticker,  Namespace, Price,  Date

Namespace is the entry from Gnucash.
----
*From:* George Riner
*Sent:* Wed Mar 16 11:36:14 EDT 2022
*To:* gnucash-user@gnucash.org
*Subject:* [GNC] importing prices from csv

My specs:

Platform: Windows 10 (64-bit) build 19044.1586 (32Gb RAM)
Gnucash: 4.9+(2021-12-18) Enaaglish
Finance Quote: 1.51a
I live and work in California, USA.

I've been trying to use the "Import Prices from a CSV file..." tool.
I've got a CSV with symbols ('ticker symbols'?) and prices, and it
includes the name of the fund that the ticker symbol is for.
It has a 'date' column for the date of the fund price.
It has a column for 'Amount' that is the price of that fund.  The prices
are in USD.

I set "Currency To" to "USD (US Dollar)" in the drop down above the
panel where it shows the rows of the CSV

But I'm stumped what "Commodity From" is supposed to be. The CSV has
prices (in USD) for various different funds - are funds commodities? If
I pick "USD (US Dollar)" for Commodity From, the error is "Commodity
  From can not be the same as 'Currency To'". Looking through the list
offered in the 'Commodity From' drop down, I see all sorts of currencies
and securities I've entered through the Security Editor.  What am I
supposed to pick?

:George
California, USA



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[GNC] importing prices from csv

[George Riner]

My specs:

Platform: Windows 10 (64-bit) build 19044.1586 (32Gb RAM)
Gnucash: 4.9+(2021-12-18) Enaaglish
Finance Quote: 1.51a
I live and work in California, USA.

I've been trying to use the "Import Prices from a CSV file..." tool.
I've got a CSV with symbols ('ticker symbols'?) and prices, and it 
includes the name of the fund that the ticker symbol is for.

It has a 'date' column for the date of the fund price.
It has a column for 'Amount' that is the price of that fund.  The prices 
are in USD.


I set "Currency To" to "USD (US Dollar)" in the drop down above the 
panel where it shows the rows of the CSV


But I'm stumped what "Commodity From" is supposed to be. The CSV has 
prices (in USD) for various different funds - are funds commodities? If 
I pick "USD (US Dollar)" for Commodity From, the error is "Commodity 
From can not be the same as 'Currency To'". Looking through the list 
offered in the 'Commodity From' drop down, I see all sorts of currencies 
and securities I've entered through the Security Editor.  What am I 
supposed to pick?


:George
California, USA

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[GNC] Price Database - can't just type ticker symbol, must scroll to select

[George Riner]

I'm on Windows 10, build 1903
running Build ID: 3.7+(2019-09-07)
Finance::Quote: 1.47  (I don't use the downloading of prices)

I'm manually entering prices in the Price Database. Apparently, the tab 
order of the fields skips over the field value and will only land on the 
down arrow to the right of the field. (yes, the focus will land on the 
other fields in the window, just not the value for the security 
ticker/name).


Thus, I cannot type the security symbol to have the list select it once 
I type in enough unique characters.  I have to use the down arrow to 
open the list and scroll through it with the mouse to get to the 
security I want - many of mine are at the bottom of the list - tedious.


This used to work in 2.x series of GnuCash - I could tab to the security 
symbol/name list, start typing a symbol and the list would open up and 
scroll to the first matching symbol. Usually with only 3-4 characters 
typed I'd be at the intended security and could press Enter and it would 
select it into the Security value field, and I could tab on from there 
to put in the date and price.


:George
Sebastpol, CA

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Re: [GNC] Understanding Transaction Report options

[George Riner]

Yup.  I am a Quicken data-convert. And all those accounts at 'top level' 
are what I got. I did not start 'fresh' with GnuCash from the outset 
with the GnuCash way of organizing accounts.


But, accounts all have a property of 'account type' that pretty much 
seems like workable 'top-level' categorization. Why not use that 
property elsewhere in the app? (I'm not a business user, so perhaps 
those account types come into play more for business users?)


Thanks for the tip about hiding accounts.  I think I'll give that a 
try.  Because the Quicken-data convert went back so far in time, there's 
a lot of accounts that I'll be hiding.  I just hope I can find the 'show 
hidden accounts' box when I need to.


:George

On 10/16/2019 9:38 AM, Adrien Monteleone wrote:



On Oct 16, 2019 w42d289, at 11:19 AM, George Riner  
wrote:

(Using GnuCash 3.7.1 on Windows 10)

I approach the Transaction Report options for "Accounts" and "Filter By..." as 
a sort of 2-dimensional thing.  Down the rows are the incomes and expenses that I want reported 
(sorta like Quicken's old 'categories') and across the columns are the accounts that I used to pay 
for those expenses (credit cards, checking accounts, cash, etc.)

What I find unfortunate in this regard is that both "Accounts..." and "Filter By..." lists are 
unaffected by account type.  All my accounts are listed in alphabetical order by my Account Name and this has the 
effect of jumbling up expense accounts and income accounts with banking and credit card accounts, making it necessary 
to have to scroll through each list and pick out the particular accounts for each 'dimension' I use.  Since I sometimes 
decide to create a new income or expense account to track some activity I'm doing, or I get a new credit card - when I 
run a saved report later - I have to remember to scroll through both "Accounts..." and "Filter 
By..." to add the new accounts to each lists' selections before running the report.

My accounts in report options are all grouped just like they are on my CoA tab, 
by type. Not sure how you ended up in that situation. (using 3.7 on MacOS)


Because of this, I've been tempted to reorganize my COA so that I only have a handful of 'top' accounts and 
everything else is subaccounts. E.g. I'd have a top level of 'Expenses', a top level of 'Incomes', a top 
level of 'Bank accounts' and 'Credit cards', etc.  I could also then create a top level account for 
'Archived' and move accounts I no longer use under that top level.   Then I simply select 
"Expenses" and "Incomes" in the "Accounts" list and then click 'Select 
Children' and in the 'Filter By...' list I select 'Credit Cards' and 'Bank Accounts' and click 'Select 
Children' and I'm done.

:George

That’s how GnuCash organizes accounts from the outset. Did you create *all* of 
your individual accounts as ’top level’?

That might be why you are seeing that mess in report Options. (and on the CoA 
tab)

Also, no need to create an ‘archive’ level. You can just hide inactive 
accounts. That way, they stay where they belong in the account tree and you can 
make them visible when needed.

It is rare to need top level accounts other than the basics. (Assets, 
Liabilities, Income, Expense, Equity)

Regards,
Adrien
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Re: [GNC] Understanding Transaction Report options

[George Riner]

(Using GnuCash 3.7.1 on Windows 10)

I approach the Transaction Report options for "Accounts" and "Filter 
By..." as a sort of 2-dimensional thing.  Down the rows are the incomes 
and expenses that I want reported (sorta like Quicken's old 
'categories') and across the columns are the accounts that I used to pay 
for those expenses (credit cards, checking accounts, cash, etc.)


What I find unfortunate in this regard is that both "Accounts..." and 
"Filter By..." lists are unaffected by account type.  All my accounts 
are listed in alphabetical order by my Account Name and this has the 
effect of jumbling up expense accounts and income accounts with banking 
and credit card accounts, making it necessary to have to scroll through 
each list and pick out the particular accounts for each 'dimension' I 
use.  Since I sometimes decide to create a new income or expense account 
to track some activity I'm doing, or I get a new credit card - when I 
run a saved report later - I have to remember to scroll through both 
"Accounts..." and "Filter By..." to add the new accounts to each lists' 
selections before running the report.


Because of this, I've been tempted to reorganize my COA so that I only 
have a handful of 'top' accounts and everything else is subaccounts. 
E.g. I'd have a top level of 'Expenses', a top level of 'Incomes', a top 
level of 'Bank accounts' and 'Credit cards', etc.  I could also then 
create a top level account for 'Archived' and move accounts I no longer 
use under that top level.   Then I simply select "Expenses" and 
"Incomes" in the "Accounts" list and then click 'Select Children' and in 
the 'Filter By...' list I select 'Credit Cards' and 'Bank Accounts' and 
click 'Select Children' and I'm done.


:George


On 10/13/2019 6:13 AM, Christopher Lam wrote:

Christopher, thank you. Let me ensure I understand.
and 2. When Account tab filter is set to "Include," and
Asset:Bank:Current, Filter-Type: Include to/from, Filter-By:
Expenses:School:Fees --> will show only school
fees.


Comment: "Include" appears to me to work similarly to the exclusionary

Boolean "AND" operator, since the system will only report the intersection
of the two sets. "Exclude," then, should show everything except the school
fees, and appears to operate as a Boolean "NOT" operator.


3. Filter tab: Account Name Filter: Comment: This is another way to

accomplish what might have selected on the Account tab and is not a
completely separate function.


Correct. Case example. My book as numerous household expense accounts, e.g.
Expenses:House:Electricity, etc.

My accountant lets me deduct a proportion of house electricity bills for
home office, and when I submit my annual statements, I find it error-prone
to carefully select from the Accounts tab. Hence I modified the transaction
report in 2017 to offer the ability to tag the desired accounts with "^"
e.g. Income:Job^, Income:Bank-Interest^, Expenses:House:Electricity^ which
means an account fullname filter for '^' gets me everything I need for my
annual tax. The accountant then gets the responsibility of calculating the
proportion of home office use.


With this new understanding as a baseline I'll practice a few reports. I

do recall, however, that prior to selecting filter accounts on the Accounts
tab, I used the Transaction Filter and needed the Filter By "Exclude" in
order to achieve anything useful. I expect I should have chosen "None" if I
were not going to select a Filter account

Correct. the Filter-By and Filter-Type were old-style account-only
filtering options and it would be confusing to users to find the option
names modified or removed. See amendments to transaction.scm in
https://github.com/Gnucash/gnucash/commit/5eb7ddb4e9 originally from 2001.
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Re: [GNC] Fonts

[George Riner]

In many windows versions there are 2 apps: notepad.exe and wordpad.exe.

Notepad is a 'text editor'.
Wordpad is a relic of the days of RTF-formatted text. It frequently trips up 
people thinking it looks like a text editor.

Be sure which one you intend to use.

: George

-- -- --
Sent by Droid.

On April 4, 2019 11:19:01 AM PDT, Adrien Monteleone 
 wrote:
>Good to know about Notepad. It could be that older versions of the app
>weren’t as versatile with line endings.
>
>And yes, multi vs. single line css is just a style convention.
>
>
>Regards,
>Adrien
>
>> On Apr 4, 2019, at 12:49 PM, Timothy B. Taylor 
>wrote:
>> 
>> For what it's worth ... Notepad worked just fine for me ... GnuCash
>3.5, Windows 10 Pro version 1803 ...
>> 
>> After trying a few variations ... various fonts and sizes ... I ended
>up with 
>> 
>> * { font: 10pt verdana, arial, sans-serif; }
>> 
>> ... and by the way it works fine on one line ... Thanks! Tim
>> 
>> 
>> On Thu, Apr 4, 2019 at 12:39 PM Adrien Monteleone
> wrote:
>> Create a file using a text editor. (not Notepad) Be certain the
>editor uses linux/unix line endings.
>> 
>> Name it gtk-3.0.css
>> 
>> Put this in the file:
>> 
>> * {
>> font: 12px arial, sans-serif;
>> }
>> 
>> Save it in C:\Users\{your user name}\AppData\Roaming\GnuCash
>> 
>> Start or restart GnuCash.
>> 
>> Adjust the font size and font name in the file as desired, that was
>just an example. You can also use other font size units like em or pt
>if you prefer. The font property takes a size and a list of fonts.
>Generic names like ’sans-serif’ will use the system font of that type.
>The app will try to use the fonts in the order you give, so if it can’t
>find or use your first choice, it will fall back to the next one on the
>list.
>> 
>> Regards,
>> Adrien
>> 
>> > On Apr 4, 2019, at 6:49 AM, Gareth Davies
> wrote:
>> > 
>> > Thanks Adrien for the reply,
>> > 
>> > I have looked at the Wiki, but as a layman I don’t know exactly
>what to do,
>> > 
>> > Regards,
>> > Gareth
>> > 
>> > 
>> > -Original Message-
>> > From: gnucash-user
>[mailto:gnucash-user-bounces+gareth.davies.1=ntlworld@gnucash.org]
>On Behalf Of Adrien Monteleone
>> > Sent: 03 April 2019 16:52
>> > To: Gnucash Users 
>> > Subject: Re: [GNC] Fonts
>> > 
>> > Check the FAQ on the wiki. There is a set of linked pages there
>detailing how to set your own style sheet to change colors, fonts,
>padding, etc.
>> > 
>> > If you want the same font across the entire UI, you’ll want to use
>the * selector.
>> > 
>> > Regards,
>> > Adrien
>> > 
>> >> On Apr 3, 2019, at 7:10 AM, Gareth Davies via gnucash-user
> wrote:
>> >> 
>> >> Using V3.5 on Windows 10
>> >> 
>> >> 
>> >> 
>> >> Hi,
>> >> 
>> >> 
>> >> 
>> >> Since upgrading to V3.5 today I have noticed that all the fonts in
>the 
>> >> program have changed to a very thin one which doesn't stand out as
>on 
>> >> the previous version.
>> >> 
>> >> 
>> >> 
>> >> How can I change the default text font to one which is bolder and 
>> >> easier to read.
>> >> 
>> >> 
>> >> 
>> >> Many thanks,
>> >> 
>> >> Gareth
>> > 
>
>
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Re: [GNC] Veihicle mileage cost such in HomeBank?

[George Riner]

There is a very nice app in the Google play store for tracking mileage . It's 
called aCar.


-- -- --
Sent by Droid.

On August 25, 2018 11:41:29 AM PDT, Rich Shepard  
wrote:
>On Sat, 25 Aug 2018, Riccardo Delpopolo Carciopolo wrote:
>
>> thank you for the extended explanation!
>> I think I would end to use a simple spreadsheet as you suggest.
>
>Riccardo,
>
>   It is common for users to not be aware of the appropriate tool for a
>specific task. The choices can be overwhelming and there seem to be few
>guidelines on what to use.
>
>The LibreOffice suite has an excellent spreadsheet (called Calc) and
>the
>application is completely free (as in beer) because it's open source
>software. Runs on linux, OSX, and Windows
>.
>
>Best regards,
>
>Rich
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Re: [GNC] Reconciliation being undone without warning

[George Riner]

So... question:

If one edits the transaction by changing an account, should that 
un-reconcile it?


Say I make a credit card donation to a business and charge the expense 
to home repairs.  Then I go back and change it from home repairs to 
charitable donation.  Should that un-reconcile it?


If I change the description from the name of the business to a name of a 
relative, should that un-reconcile?


What does 'reconcile' mean? Just that there's a matching amount on the 
statement? regardless of whether the description or balancing account 
entry matches or not?


:George
Windows 10
Gnucash 2.6.17



On 8/13/2018 1:42 AM, Anthony Marrian wrote:

I'm not sure this happened prior to version 3. I constantly update reconciled 
transactions. I'm not altering the values, just the reference number (in the 
NUM field) or the description. It cannot possibly be sensible that adjusting 
descriptive, or reference, data in a reconciled transaction leads to its being 
unreconciled, with all the chaos that then ensues. The reconciliation is to do 
with the values, not the description or reference.

-Original Message-
From: gnucash-user 
 On Behalf Of 
Adrien Monteleone
Sent: 12 August 2018 17:48
To: gnucash-user 
Subject: Re: [GNC] Reconciliation being undone without warning

Editing a reconciled transaction sets the status to ’n’. That is intended 
behavior.

Concerning the warning dialog you either told it not to warn you for the session, 
or forever. If closing and restarting GnuCash doesn’t bring back the warning, 
check the Actions > Reset Warnings dialog and you’ll see it there. You can 
check the box for it and Apply and it will show next time you edit a reconciled 
transaction.

Regards,
Adrien


On Aug 12, 2018, at 7:19 AM, Anthony Marrian  
wrote:

What a prat I am. Sorry: from y to n

From: Colin Law 
Sent: 12 August 2018 11:32
To: Anthony Marrian 
Cc: gnucash-user 
Subject: Re: [GNC] Reconciliation being undone without warning

On Sun, 12 Aug 2018 at 11:07, Anthony Marrian 
mailto:anth...@gardensmontessori.com>> wrote:
I'm running version 3.2. I reconciled a bank account to the end of July, and 
then added voucher numbers (in the NUM column) to a number of the transactions, 
as I have habitually done with all versions before 3. No warning appeared, BUT 
I have just noticed when trying to reconcile July that the all the transactions 
which had numbers added to their NUM field also had their reconciliation flag 
moved from n to y. I imagine this behaviour is not by design.

If it is now y then they are still reconciled, or do you mean they changed from 
y to n?

Colin


Best wishes - Anthony
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Re: [GNC] Addition of Mailing List Subject Prefix

[George Riner]

I also am subscribed to about 20 email lists and Gnucash was the only one that 
did *not* have bracketed tag in the subject line.

: George
-- -- --
Sent by Droid.

On April 12, 2018 1:34:08 AM PDT, "Saša Janiška"  wrote:
>William Bixby  writes:
>
>> I'm surprised at the objections, as my experience is that mail lists
>> adding the list ID in the subject is the 'norm' and very common.  The
>> few, like gnucash was, that don't are the outlier.
>
>I follow about 20 mailing lists and gnucash-users is the only one
>having
>prefix.
>
>For those which do not want or can't use Gmane, they ca filter either
>locally or at the server level by using List-ID, so I simply do not see
>the reason for this poor-man's filtering...
>
>
>Sincerely,
>Gour
>
>-- 
>While contemplating the objects of the senses, a person
>develops attachment for them, and from such attachment lust
>develops, and from lust anger arises.
>
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Re: Receipt scanners, recommendations?

[George Riner]

An interface from a product like Neat Receipts into gnucash would be cool!

But you say you have a scanner, but it's not a reasonable option. Why? If you 
just want to scan receipts and store the scans on your computer, sounds like 
you're all set.

As others said, gnucash doesn't store scanned images. Much less store them in 
any way that let's you associate a scanned image with a transaction.

It sounded like you were drowning in getting all the transactions entered into 
gnucash that all those receipts represent. I find that the most tedious part.

If you just want to scan bits of paper and throw the paper away, what does 
gnucash have to do with that?

: George


-- -- --
Sent by Droid.

On December 21, 2017 3:09:10 PM PST, jeffrey black <beastmaster...@hotmail.com> 
wrote:
>On 12/21/2017 3:05 PM, George Riner wrote:
>> Is your question regarding a general purpose scanner?
>>
>> Or is your point about a application/tool that will process a scanned
>image of a receipt and create a ready-to-import file of accounts,
>descriptions, memos, and amounts - with splits?
>>
>> : George
>> -- -- --
>> Sent by Droid.
>>
>> On December 21, 2017 11:56:54 AM PST, John Ralls <jra...@ceridwen.us>
>wrote:
>>>
>>>> On Dec 21, 2017, at 11:42 AM, jeffrey black
>>> <beastmaster...@hotmail.com> wrote:
>>>> I am using GnuCash (Windoze version) to track multiple sets of
>books.
>>>> My personal, my farm, my wife's business, and for another family
>>> members
>>>> personal and business.  Needless to say I am buried up to my ears
>in
>>>> receipts and would like to go paperless by storing the images in
>>>> GnuCash.  My flatbed scanner works but; is not a reasonable option.
>>>>
>>>> Right now, my budget would have to be a maximum of about $400 USD. 
>I
>>>> need to scan everything from 2 inch wide thermal receipts up to to
>>> full
>>>> size 8 1/2 X 11  inch receipts.
>>>>
>>>> As soon as I can replace several legacy apps I intend to ditch
>>> Windoze
>>>> and move everything over to Unix (probably Ubuntu), so
>compatibility
>>>> would be an issue.
>>>>
>>>> I would like to hear your recommendations.
>>>
>>> I've been very pleased with my Fujitsu ScanSnap. They publish a
>linux
>>> driver, see
>>>
>http://www.fujitsu.com/global/support/products/computing/peripheral/scanners/sp/software/ubuntu.html.
>>> I use mine with a Mac so I can't vouch for that part.
>>>
>>> Regards,
>>> John Ralls
>>>
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>> .
>>
>The main purpose is to just scan the receipts so I can toss the paper
>in 
>the shredder.
>
>IF there is an application/tool that is capable of creating a 
>ready-to-import file that would be a huge bonus.  A large portion of 
>these receipts have multiple splits, which I assume would still be done
>
>manually in GnuCash.  The conversion program(s) would also have reside 
>strictly on my computers, no internet processing or fees.
>
>--JEffrey Black M.B.A.
>
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Re: Receipt scanners, recommendations?

[George Riner]

Is your question regarding a general purpose scanner?

Or is your point about a application/tool that will process a scanned image of 
a receipt and create a ready-to-import file of accounts, descriptions, memos, 
and amounts - with splits?

: George
-- -- --
Sent by Droid.

On December 21, 2017 11:56:54 AM PST, John Ralls  wrote:
>
>
>> On Dec 21, 2017, at 11:42 AM, jeffrey black
> wrote:
>> 
>> I am using GnuCash (Windoze version) to track multiple sets of books.
> 
>> My personal, my farm, my wife's business, and for another family
>members 
>> personal and business.  Needless to say I am buried up to my ears in 
>> receipts and would like to go paperless by storing the images in 
>> GnuCash.  My flatbed scanner works but; is not a reasonable option.
>> 
>> Right now, my budget would have to be a maximum of about $400 USD.  I
>
>> need to scan everything from 2 inch wide thermal receipts up to to
>full 
>> size 8 1/2 X 11  inch receipts.
>> 
>> As soon as I can replace several legacy apps I intend to ditch
>Windoze 
>> and move everything over to Unix (probably Ubuntu), so compatibility 
>> would be an issue.
>> 
>> I would like to hear your recommendations.
>
>
>I've been very pleased with my Fujitsu ScanSnap. They publish a linux
>driver, see
>http://www.fujitsu.com/global/support/products/computing/peripheral/scanners/sp/software/ubuntu.html.
>I use mine with a Mac so I can't vouch for that part.
>
>Regards,
>John Ralls
>
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Re: GnuCash question

[George Riner]

Interesting interpretation of what the period (or 'dot') symbol means as 
punctuation between the levels of revisions in the releases. It does not mean a 
decimal fraction part thereof. It is more representative of say an outline 
level, such as what Microsoft Word would produce if one had subheadings 
numbered 1 through 18 - the ones numbered 1 through 9 would not have a zero and 
I think most people would readily understand that 3 is less than 18.

2.6.18 means the 18th revision of the 6th version of release 2.

If the future versions of gnucash proceed up to "2.10", I don't think the 
developers should expected to go back and renumber 2.1 to 2.01; 2.2 to 2.02; 
etc.; Nor should they have been expected to start that numbering at the outset 
not knowing if they would even get to a 2.10 before getting to release 3.0

: George
-- -- --
Sent by Droid.

On November 21, 2017 5:59:54 PM PST, Alan Whiteman  
wrote:
>I think the confusion is that .3 is generally accepted (here in the 
>U.S., anyway) as "0.30".
>
>so .3 = .30
>
>Perhaps the number method should be 2.6.03 instead of 2.6.3... For the 
>future, of course.
>
>On 11/21/2017 11:14 AM, davel...@mac.com wrote:
>> Please keep replies on the list as it may help others.
>>
>> Yes, 2.6.18 is newer. Each number between the periods is a separate
>number and 18 is greater than 3.
>>
>> In general, do not download the 2.7.x versions as those are beta
>releases for the next version unless you are testing those with other
>data (i.e., don't run a 2.7 with the only copy of your actual data
>file).
>>
>> Dave
>>
>>> On Nov 21, 2017, at 12:34 PM, Sean Perlmutter
> wrote:
>>>
>>> Hi Dave,
>>>
>>> Just requested access to the list. But looking for an answer
>quickly. Saw your reply re the issue below and thought I’d contact you
>directly. Hope that’s ok.
>>>
>>> I’ve got the same issue: Just updated to High Sierra, now GnuCash
>won’t open. And I can’t find Gnucash.app/contents/Resources/lib.
>>>
>>> I see your workaround is to just update to the newest version of
>GnuCash. Which I’m happy to do. But something is odd.
>>>
>>> I have version 2.6.3, installed March 2014. And the GnuCash homepage
>shows the most recent version as 2.6.18. The version number is lower!
>Am I missing something? Is that more recent than 2.6.3?
>>>
>>> Thanks in advance for your help.
>>> Sean
>>>
>>>
>>>
 On Nov 16, 2017, at 10:36 AM, Peter Schoonmaker at gmail.com
 wrote:
>>>   
>>>
>>>   Hello,
>>>
>>>   
>>>
>>>   I’ve used Gnucash for several years and I love it. But, I’m a
>complete novice about the technical side of Gnucash and I need very
>basic help. I understand that the following is a fix or work around my
>recent problem:
>>>
>>>   
>>>
>>>   copy /usr/lib/libz.1.dylib to Gnucash.app/Contents/Resources/lib
>>>
>>>   
>>>
>>>   However, I don’t know what the above line means nor how to
>implement it. In other words, how do I copy /usr/lib/libz.1.dylib to
>Gnucash.app/Contents/Resources/lib?
>>>
>>>   
>>>
>>>   I’m embarrassed to admit my lack of knowledge, but I would need a
>step by step description in order to fix this problem on my MacBook
>Pro.
>>>
>>>   
>>>
>>>   I don’t even know the version of Gnucash that I’m running. I don’t
>want to lose my data from the last few years. Is it safe to try to
>reinstall Gnucash with the latest version?
>>>
>>>   
>>>
>>>   I’ve thought about moving my Gnucash data from my current computer
>to another Mac that’s running an older operating system than High
>Sierra, but I don’t even know how to begin to do that.
>>>
>>>   
>>>
>>>   Thanks, in advance, for any assistance you can give me. I’ve
>copied this message to my regular email address so I won’t miss any
>replies. Thanks again.
>>>
>>>   
>>>
>>>   Peter
>>>
>>>
>>>
>>> That fix is only needed if you're running an old version. The easier
>solution is to download the latest gnucash for Mac which no longer
>requires that fix.
>>>
>>> Copying it to another computer requires knowledge of where the data
>file you are using is stored. If your only goal is to get gnucash
>running again, just install the latest version on the High Sierra
>computer. If you still want to move it to another computer, we'll need
>to figure out where your data file is installed. I'm not at a computer
>with gnucash installed right now so I can't check how to tell that.
>>>
>>> HTH,
>>> Dave
>>>
>>>
>>>   
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Re: nomenclatural clarification - parts of a transaction

[George Riner]

Ah, I am confused, I see. I'm entering transactions at the bottom of the screen 
where the end of the register is, while gnucash is changing information at the 
top of the screen where I'm not paying attention.

So the "notes" field is really singular and only contains 1 note; while there 
are multiple "memo" fields, each one containing a memo for each split.

I'll have to read the chapter in the guide and see if I can follow along and 
not get confused.

Thanks for the help!

:George
-- -- --
Sent by Droid.

On September 14, 2017 8:50:24 PM PDT, David Carlson 
<david.carlson@gmail.com> wrote:
>Good call David R,
>
>Another point of possible confusion for even long-time users like me is
>that the column titles will change as the curser moves around in the
>transaction display, so the user must carefully note the current
>position
>of the curser to correctly interpret the column title.
>
>David C
>
>On Thu, Sep 14, 2017 at 6:16 PM, David Reiser <dbrei...@icloud.com>
>wrote:
>
>>
>> > On Sep 14, 2017, at 12:00 PM, George Riner
><georgeri...@mycogeo.com>
>> wrote:
>> >
>> > I may not be clearly following the information about the names of
>the
>> parts of a transaction.
>> >
>> > attached screen capture for reference.
>> >
>> > Are these the correct terms for the called-out parts of the split
>> transaction?
>> >
>> > part "A" is the "Description"
>> > part "B" is the "Memo"
>> > parts "C" are each a "Note"
>> >
>> > followup question:
>> >
>> > If it is not a split transaction, is there no "Note" field at all?
>> >
>> > :George
>> > Gnucash 2.6.17
>> > Windows 10
>> >
>> >
>> >
>> > __
>> _
>>
>> Not quite.
>> B is the note (notes are associated with the whole transaction)
>> C’s are memos (a memo is associated with a single split within a
>> transaction)
>>
>> --
>> Dave Reiser
>> dbrei...@icloud.com
>>
>>
>>
>>
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nomenclatural clarification - parts of a transaction

[George Riner]

I may not be clearly following the information about the names of the 
parts of a transaction.


attached screen capture for reference.

Are these the correct terms for the called-out parts of the split 
transaction?


part "A" is the "Description"
part "B" is the "Memo"
parts "C" are each a "Note"

followup question:

If it is not a split transaction, is there no "Note" field at all?

:George
Gnucash 2.6.17
Windows 10



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using custom text to effect class reports

[George Riner]

I'm using the trick of inserting a custom piece of text into 
transactions so that I can then select/sort for that text in report 
generation. This is to get a quicken-style 'class report'. I then put 
that custom bit of text into the "Description contains:" field of the 
'Sorting' tab on the report options.


It works fine, and I've been using it to mostly satisfaction.

Except that the only option to search in is the 'Description' field. I 
do make purchases with 1 charge to my credit card where the items I 
bought apply to different 'classes' and I insert my custom-text into 
each 'note' field of the split transaction. but I can't set the report 
options to filter by Memo or Note field; only the Description field.


Is my only recourse at present to 'un-split' the transaction into the 2 
or 3 different transactions for each 'class'? Or am I missing some other 
report filtering options that work on the Memo &/or Note fields?


:George
Gnucash 2.6.17
Windows 10


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Re: New transaction report (Was: Migration from Quicken 98)

[George Riner]

Dave:

Thanks.  I got the reports installed and working.  It does do a lot of 
what I can work with to get a kind of 'categories' report. Thanks for 
helping locate these.


But I cannot seem to turn off the subtotal by month within each account. 
The string that I've included in each relevant Description field as a 
string to search for is a string I used for a project that began a few 
months ago.  I really don't need subtotals by month within each account 
that's affected.


I've got 'Totals' checked on the 'Display' tab, but not 'Running 
Balance'. In the 'General' tab, I've got Select Period set to 'Custom 
Dates' and then the Custom_Start Date and Custom_End Date are set to my 
desired values. In the 'Sorting' tab, I've got Primary Key set to 
'Account Name' and have checked 'Primary Subtotal'. Secondary Subtotal 
is not checked.



:George


On 7/26/2017 11:02 PM, Dave H wrote:

George,

You can either get it from the gnucashuser mailing list archive at 
https://lists.gnucash.org/pipermail/gnucash-user/2017-March/069563.html 
which seems to be the latest version of the transaction report that 
Doug created.


The reports are attached as links at the bottom of the posting a la - 
http://lists.gnucash.org/pipermail/gnucash-user/attachments/20170308/af1ea704/attachment-0009.obj>


or

You can get it from the first posting (by dadinva)from this search on 
nabble which mirrors the gnucash-user list - 
http://gnucash.1415818.n4.nabble.com/New-transaction-report-consolidates-creates-composite-if-same-description-has-find-capability-and-cas-td4690238.html#a4690477


If you read either posting you will see it includes an explanation of 
the changes to the report and the last paragraph explains how to 
install it.  The reports and config files are attached as attachments 
to this report.


Cheers Dave H.



On 27 July 2017 at 15:28, George Riner <georgeri...@mycogeo.com 
<mailto:georgeri...@mycogeo.com>> wrote:


I can no longer put it off.  I entered a particular string amongst
about 30-40 transactions so that I could do a 'classes-style'
report that would search for my string to find the transactions I
want to report.  Reviewing the capabilities of the 'standard
reports', I see that I cannot accomplish this.  But there are
messages about a 'new transaction report' from a Doug Doughty that
would accomplish what I'm trying for.

So, how do I get a hold of this report? Is it something that can
be attached to an email? Is it something that can be downloaded
from some repository of custom reports? Do I have to ask Doug to
send it to me?

Once I obtain it, I'll try to figure out how to install it so I
can try to use it.

:George
Gnucash 2.6.17
Windows 10



On 3/26/2017 1:00 PM, david.carlson@gmail.com
<mailto:david.carlson@gmail.com> wrote:






 There is another thread on the gnucash user maillist
about a new transaction report from Doug or Cindy Doughty with
about 30 messages.  I do not know how to put a link to it
while using my tablet to write this message.
Go through that thread in reverse to find the last revision.
David C
Sent from my LG G Pad 7.0 LTE, an AT 4G LTE tablet



-- Original message--From: Roger MillsDate: Sun, Mar
26, 2017 1:22 PMTo: 'Christopher Lam';Cc:
gnucash-user@gnucash.org
<mailto:gnucash-user@gnucash.org>;Subject:RE: Migration from
Quicken 98
That sound like a possibility – thanks. How do I go about
finding Doug Doughty’s new transaction report? [I am new to
GnuCash and to this mailing list – and am still at the stage
of needing to satisfy myself that GnuCash will do everything I
need before I start using it in anger]. Cheers,Roger  From:
Christopher Lam [mailto:christopher@gmail.com
<mailto:christopher@gmail.com>] Sent: 26 March 2017
15:51To: Roger MillsCc: gnucash-user@gnucash.orgSubject: Re:
Migration from Quicken 98 I would approximate categories by
tagging transactions in any of the available free-text fields
- description/memo/notes. eg. tag Annual Insurance payment
with @holidayhomeThanks to Doug Doughty's new
Transaction-Report you will be able to arbitrarily report by
searching these fields.But the Standard Reports are not
currently able to search similarly.  On 26 March 2017 at
02:11, Roger Mills  wrote:I'm trying to migrate several sets
of accounts from Quicken 98 to GnuCash,and would like some
advice.I am aware that I need to create an 'account' for each
'category' inQuicken, and that's not a problem.But I also make
extensive use of 'Classes' in Quicken, and can't readily
seehow to replicate this in GnuCash. As an example, I use
classes todistinguish between expenditur

New transaction report (Was: Migration from Quicken 98)

[George Riner]

I can no longer put it off.  I entered a particular string amongst about 
30-40 transactions so that I could do a 'classes-style' report that 
would search for my string to find the transactions I want to report.  
Reviewing the capabilities of the 'standard reports', I see that I 
cannot accomplish this.  But there are messages about a 'new transaction 
report' from a Doug Doughty that would accomplish what I'm trying for.


So, how do I get a hold of this report? Is it something that can be 
attached to an email? Is it something that can be downloaded from some 
repository of custom reports? Do I have to ask Doug to send it to me?


Once I obtain it, I'll try to figure out how to install it so I can try 
to use it.


:George
Gnucash 2.6.17
Windows 10



On 3/26/2017 1:00 PM, david.carlson@gmail.com wrote:






 There is another thread on the gnucash user maillist about a new 
transaction report from Doug or Cindy Doughty with about 30 messages.  I do not 
know how to put a link to it while using my tablet to write this message.
Go through that thread in reverse to find the last revision.
David C
Sent from my LG G Pad 7.0 LTE, an AT 4G LTE tablet



-- Original message--From: Roger MillsDate: Sun, Mar 26, 2017 1:22 
PMTo: 'Christopher Lam';Cc: gnucash-user@gnucash.org;Subject:RE: Migration from 
Quicken 98
That sound like a possibility – thanks. How do I go about finding Doug 
Doughty’s new transaction report? [I am new to GnuCash and to this mailing list 
– and am still at the stage of needing to satisfy myself that GnuCash will do 
everything I need before I start using it in anger]. Cheers,Roger  From: 
Christopher Lam [mailto:christopher@gmail.com] Sent: 26 March 2017 15:51To: 
Roger MillsCc: gnucash-user@gnucash.orgSubject: Re: Migration from Quicken 98 I 
would approximate categories by tagging transactions in any of the available 
free-text fields - description/memo/notes. eg. tag Annual Insurance payment 
with @holidayhomeThanks to Doug Doughty's new Transaction-Report you will be 
able to arbitrarily report by searching these fields.But the Standard Reports 
are not currently able to search similarly.  On 26 March 2017 at 02:11, Roger 
Mills  wrote:I'm trying to migrate several sets of accounts from Quicken 98 to 
GnuCash,and would like some advice.I am aware that I need to create an 
'account' for each 'category' inQuicken, and that's not a problem.But I also 
make extensive use of 'Classes' in Quicken, and can't readily seehow to 
replicate this in GnuCash. As an example, I use classes todistinguish between 
expenditure associated with my main home and my holidayhome. The expenditure 
comes out of the same set of physical bank/credit cardaccounts, and involves 
essentially the same types (Categories) ofexpenditure - insurance, utility 
bills, maintenance, etc.One possible approach may be to create an hierarchy 
with an account for eachclass and with sub-accounts, sub-sub-accounts, etc. 
beneath that to replaceQuicken's categories and sub-categories. But that 
doesn't really cut itbecause, in Quicken, categories and classes and 
independent of each otherrather than being hierarchical, and can appear in any 
combination. If, forexample, I had 8 classes and 10 categories, it appears that 
I would have tocreate upwards of 80 'accounts' to cover all the combinations. 
Even then, itmay not achieve the desired result.At various times I may wish to 
see all expenditure associated with aparticular class regardless of category 
and, at other times, all expenditureof a certain type (category) regardless of 
class. Depending on which wayround the hierarchy is arranged, only one of these 
appears to be possible.Hopefully, I'm missing something, and I would be 
grateful for any pointersas to what it may be. I would also be grateful for any 
available casestudies showing how other people have migrated Quicken accounts - 
which useboth categories and classes - into GnuCash.Many thanks,Roger 
MillsWarwick - UK___gnucash-user 
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Transaction report - what are default accounts?

[George Riner]

I've got Gnucash 2.6.17 on Windows 10.

I'm selecting the "Transaction Report" from the Reports menu. This 
brings up a blank report. Clicking on the "Options" button, it brings up 
the "Transaction Report" dialog box. In the "Accounts" tab it shows the 
upper list of accounts and the lower list of "Filter By...". Each of 
these lists has a button beneath labeled "Select Default". Thinking that 
these buttons might be a reasonable way to select accounts and filters, 
I click on the "Select Default" buttons and as far as I can tell, 
nothing happens. No selection states change in either list.


What are these "Select Default" buttons supposed to do and where is it 
explained? I can't find an explanation of these on-line.


:George

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