Re: [GNC] Can I reverse the "deposit" and "withdrawal" columns for checkbook entry?
All these arguments hold very little water in the real world. The fact remains that the OP's bank does not follow the rules that some people think "should be." That bank is not alone in its practice. I interact regularly with three different financial institutions, only one of which follows the practice advocated by the most ardent GnuCash supporters. Another follows the OP's bank's practice and puts the deposits on the right and the withdrawals on the left, although it does call these credits and debits, respectively, in alignment with the GnuCash description of these terms. The third institution gives no running balance and reports both deposit and withdrawal transactions in the same column. Such is the variety of the world, and I'm sure it is much greater than this. Spouting rules and practices does not change the fact that there is still very little standardization in the financial world. We each have ways we like to work and, given the variety in the world, it is relatively easy to find examples to support just about any reasonable choice. The main point to take away from this discussion is that, despite the great variety of the world, one cannot expect much flexibility in GnuCash. Ease of use is not a GnuCash feature. It does things the way the developers think they should be done, and anyone who would like to do things differently can just go find some other software or develop their own. Tough luck! Best, John On 10/16/21 2:01 PM, Stan Brown wrote: On 2021-10-16 08:22, Tom Browder wrote: My bank's checkbook register has the "withdrawal" and "deposit" columns in the reverse order of that shown in Gnucash. Is there any way to reverse them in Gnucash for ease of use? I'm sticking my neck out here, but I believe the answer is "no". * A deposit is a debit entry to your checking account because it increases the value of that asset, and a debit -- which is an increase of assets or expenses but a decrease of liabilities, equity, or income -- always goes on the left. * Contrariwise, a withdrawal is a credit entry to your checking account because it decreases the value of that asset, and a credits -- which is a decrease of assets or expenses but an increase of the other account types -- always go on the right. (A bookkeeping text that I read many years ago said that "debit" and "credit" were just accountants' words for "left" and "right", and that when accountants talk about balancing books they mean that the totals on the left and right must be equal.) From your bank's point of view, the register is correct because _your_ withdrawal decreases their obligation (liability) to you and is therefore a debit on their books, while _your_ deposit increases their obligation and is therefore a credit on their books. The bank's own accounting entries are thus exactly opposite to yours. My suggestion is to relabel the columns in your checkbook register. However ... do you actually need a paper checkbook register? Isn't that just duplicating your checking account records in GnuCash? ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] WHY ARE THERE "IMBALANCE ENTRIES" AT ALL ?? JUST CURIOUS
Yes, David, That is why YOU would want the imbalance account functionality. However, other people work differently. Some people have no need for that functionality and don’t like the creation of extra unneeded accounts. It would be nice if GnuCash worked well for everyone instead of forcing everyone to work the way one person likes to work. John > On Jun 2, 2021, at 5:36 PM, David Carlson wrote: > > Stephen, > > There have been several posts explaining why it can be desirable to allow > postponement of the completion of a balanced transaction because not all > the details are known but the core of the transaction should not be > postponed into oblivion. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] WHY ARE THERE "IMBALANCE ENTRIES" AT ALL ?? JUST CURIOUS
Hi David, > I agree. There is a case for not displaying the Imbalance accounts in the CoA > tab if there are no entries to them, i.e. they are zero balance. This is an > option in reports but not in the account tab. They can of course be left in > the CoA and hidden in the Account tab by editing the account and setting the > hidden flag but they then remain hidden even when new entries to them are > created. Yes, that is a large part of my complaint. Certainly, hiding the empty accounts would be an improvement since there is currently no developer time available to implement the full solution (a preference to stop the user in their tracks before the imbalanced transaction is finalized). > I would go further and hide them totally if the balance in them was zero and > change either the background or the font color to a bright red or even > flashing red( that would clearly need to be optional) to highlight them when > they are present with a non-zero balance. Yes, anything to draw the user’s attention to their presence would be helpful. > Their usefulness to indicate incorrect entries would be enhanced if they are > hidden when the balance is zero as their presence whether highlighted or not > indicates an error. Similarly with the orphan transactions created when an > account with existing transactions to it has been deleted without moving the > transactions to another account. Yes. > I would take a look at it but I am currently heavily involved in a physics > project programming exercise at the moment. The change in behaviour from the > previous version probably needs to be tracked down and, where possible fixed > first, before adding any further enhancements to minimize conflicting changes. I understand being too busy to take on new projects. I also agree that fixing the more immediate and more significant problems in GnuCash is much more important the niceties of how the imbalanced transactions are handled. Best, John > On Jun 1, 2021, at 6:46 PM, David Cousens wrote: > > John, > > I agree. There is a case for not displaying the Imbalance accounts in the CoA > tab if there are no entries to them, i.e. they are zero balance. This is an > option in reports but not in the account tab. They can of course be left in > the > CoA and hidden in the Account tab by editing the account and setting the > hidden > flag but they then remain hidden even when new entries to them are created. > > I would go further and hide them totally if the balance in them was zero and > change either the background or the font color to a bright red or even > flashing > red( that would clearly need to be optional) to highlight them when they are > present with a non-zero balance. > > Their usefulness to indicate incorrect entries would be enhanced if they are > hidden when the balance is zero as their presence whether highlighted or not > indicates an error. Similarly with the orphan transactions created when an > account with existing transactions to it has been deleted without moving the > transactions to another account. > > I would take a look at it but I am currently heavily involved in a physics > project programming exercise at the moment. The change in behaviour from the > previous version probably needs to be tracked down and, where possible fixed > first, before adding any further enhancements to minimize conflicting changes. > > David Cousens ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] WHY ARE THERE "IMBALANCE ENTRIES" AT ALL ?? JUST CURIOUS
> Actually you are given the opportunity to fix it during entry. When the > Imbalance account appears in a transaction in the account column, all you > have to do is click on it in the Account column and assign the correct > account from the drop down list, before closing (pressing Enter) the > transaction. Unfortunately, by then the damage is already done. The Imbalance account has been created and I must go and delete it yet again. I don’t like extra accounts cluttering up my carefully designed CoA. Best, John ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] WHY ARE THERE "IMBALANCE ENTRIES" AT ALL ?? JUST CURIOUS
Given the extremely long history of this question with many good people expressing good reasons on both sides of the debate, I would have expected the developers to give the user the choice. There should be a switch in the preferences that allows the user to decide if the necessary extra accounts will be created as needed to address an imbalance or the user will be forced to correct the imbalance before completing the transaction. Personally, I would choose the latter, but I am not allowed that freedom with GnuCash. John > The question about imbalance entries goes back a long ways in GnuCash, and > you can find discussions about it in the lists over the years. > > Essentially, the debate boils down to this: is it better to allow a user to > enter an imbalanced transaction and automatically create the balancing entry > in a dummy account (Imbalance-XXX generically speaking), or should the > program nag the user to balance the transaction every time? Gnucash choose > the former many years ago, and has stuck with that model since. > > David ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Opening Multiple Data Accounts
> On Mar 3, 2021, at 11:50 AM, Derek Atkins wrote: > > To open a second file on a Mac (if you can -- I don't know), you would need > to run GnuCash from the Terminal and pass the filename on the commandline. I have been doing this for several months on a MacBook Pro running Catalina. The command I use in Terminal is nohup /Applications/Gnucash2.app/Contents/MacOS/Gnucash /Users/John/path/to/my/file.gnucash I actually have this set up in an Applescript that launches two instances of GnuCash at startup. The full command I use in the Applescript is nohup /Applications/Gnucash2.app/Contents/MacOS/Gnucash /Users/john/path/to/my/file.gnucash > /dev/null 2>&1 & The extra commands at the end ( > /dev/null 2>&1 & ) ensures that the error messages from GnuCash don’t go to the Terminal and that the process running at login does not wait around for a response. > NOTE: Having multiple instances of GnuCash open at the same time can > potentially cause Preference and Metadata loss, as files may get written by > one copy and then those changes get over-written by another copy. This > includes metadata like open windows and tabs, saves reports, etc. YMMV. I can’t speak to what _can_ happen, but I can say that I have not had any problems with this. I don’t change the preferences much, but I have looked around in there a few times since I changed how I was using GnuCash and I think I have even changed some preferences once or twice. I definitely change the window positions frequently and open and close tabs at will. All of these changes seem to be saved between sessions. Window and tab metadata seems to be stored locally to the .gnucash file, not globally. The saved reports are common to all running instances of GnuCash. I have made a few changes to the reports recently and they seem to have stuck, but I can’t say that my running environment would not cause any troubles there. Best, John ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Open two files at once
The command suggested by Robert Kesterson works very well for me. I have been using it in Terminal to keep two sets of books open while I found the time to create an automator script to add to my startup routine. Thank you for that, Robert. However, there is one small problem. Appending the ampersand to the command does indeed launch GnuCash in the background, but it does not completely relinquish the foreground. When I run this command in Terminal, the prompt does not come back until I press return. In contrast, when I run other commands with the ampersand, the prompt returns immediately. I believe this is important because when i enter the command through Automator or and AppleScript with do shell script "/Applications/Gnucash2.app/Contents/MacOS/Gnucash /Users/john/Dropbox/Finances/Finances.gnucash &” the script does not return until I quit out of GnuCash. That means that I cannot use this command to launch GnuCash as part of my startup routine. So, how do I get the command line to come back without any user input? Thanks, John On 24 Apr 2020, at 3:35pm Robert Kesterson wrote: > OK try this instead. In your shell do: > > /Applications/GnuCash/Contents/MacOS/GnuCash > path_to_your_data_file_here.gnucash > > That should still work for multiple instances too. I just opened up my > Alfred scripts and realized that’s actually how I’m doing it now too > (I’m on Mojave as well). That will hold your terminal open while it > runs, btw. If you want to detach it from the terminal, just end it with > an ampersand. Like so: > > /Applications/GnuCash/Contents/MacOS/GnuCash > path_to_your_data_file_here.gnucash & > > That will detach the Gnucash process and give the command prompt back > right away. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Open two files at once
It would be very nice to be able to open two sets of books at the same time. Unfortunately, this procedure does not work on Mojave. When I issue this command in Terminal, GnuCash still tries to open the last opened file, which is, of course, still open as the first of the two documents I want opened. Yes, I did remember to change “your_data_file.gnucash” to the name of the second set of books I want open. > On Fri, Apr 24, 2020 at 10:15 AM Robert Kesterson > wrote: > >> On MacOS, to run two instances simultaneously, open the first one in the >> usual way, then for the second, open a shell and type: >>open -n /Applications/Gnucash.App your_data_file.gnucash >> >> That assumes Gnucash is in the Applications folder. Change >> “your_data_file.gnucash” to the real path to the data file you want >> to open in the second instance. If you don’t specify that, it will >> try to open the last open file, which is already open in the first >> instance. That will give you an error about the file being locked, >> which you have to cancel and then load the file you wanted for the >> second instance instead. Giving the filename on the command line avoids >> that problem. >> >> You can also make a script to do this so you don’t have to drop to the >> shell every time. I set up quick launch workflows in Alfred for mine so >> it just takes couple of keystrokes to launch whatever set of books I >> need, and they can all be open at once. >> ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Customer Report versus Receivables Aging
Hi Christopher, Thank you for this suggestion. Unfortunately, I failed to mention that I'm running GnuCash on a Mac (Mojave, 10.14.6). I don't think the Windows repository you sent will help me much. I am willing to try the beta version of the reports if I can do that without jeopardizing my production environment. I just don't know how to do that; I've never used anything but the stable version. Thanks, John On Thu, Nov 7, 2019 at 12:44 AM Christopher Lam wrote: > > Hi John > You're in luck... > If you're willing to beta test the new versions of customer-report and > aging-report, you can download the nightly at > https://code.gnucash.org/builds/win32/maint/ and try the new versions in the > Experimental reports submenu. Choose a build after 2-November. There's only > one such build so far dated 3-November. > > The new customer report (beta) will have option to display all > invoice->payments and payment->invoice links. > > Both will also handle prepayments in the aging table separately. > > Please report any bugs in https://bugs.gnucash.org > The old customer and aging reports are otherwise unchanged and will hopefully > be mothballed. Please report any unwanted discrepancies between old and new. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
[GNC] Customer Report versus Receivables Aging
Hi All, Having recently upgraded from GnuCash 2.6.something to 3.7, we are having trouble with the some of the customer features. Specifically, two reports help us see the amounts we are owed and what we owe our clients. Those reports are Reports -> Business -> Receiveable Aging and Reports -> Business -> Customer Report. The first report gives us a handy list of all the clients who have a balance (positive or negative). The second report gives us details (invoices and payments) about a particular customer and can be accessed from the first report. The problem we are having is that in version 2.6, Receivable Aging included all invoices and all payments in its assessment of each client's balance. Thus, if a client has overpaid by $100 but that payment has not been applied to any invoices, it would show that the client had a $100 negative balance. In version 3.7, no payments that have not been applied to any invoices are included in the calculations for this report. Thus, if a client completely pays all past invoices and then sends another check for $100 to be applied to future work, that client does not show up in the Receivable Aging report because it thinks the client has a zero balance. As soon as I use even one penny from that payment to pay an invoice, the entire $100 shows up in the report. In contrast, the Customer Report shows all invoices and all payments for a particular client, so we know if we owe the client or the client owes us. Unfortunately, with over 1,700 customers, this is not a practical way to track our receivables. Is there any way around this problem? We don't have many, but we do have a few clients who regularly prepay their projects, so it is very important for us to know who they are and where we stand with them. If there is no way around this new functionality, how else do other people keep track of prepaying clients? Thanks, John ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Opening account with CR no longer works, also BS does not work
> For me (Mojave 10.14.6) the ESC key gets rid of the text entry window and the > arrow keys are then active again. Thank you for that pointer. Esc works for me, too. It will be useful for when I accidentally try to move to a different tab from the Accounts tab. This may also be a partial solution for the original poster as a way to select an account using other keys. > Unfortunately, your Control-Option-Page Up/Down only works for full size > keyboards. The equivalent for Page Up/Down on a short keyboard is Fn-up/down > and that doesn’t work in combo with Control-Option or any combination > thereof. (that I can tell, I miss my full size keyboard…) Actually, I’m doing this on a “short” keyboard, the one built into my MacBook Pro. The keys I’m pressing are Fn, Control, Option and the up and down arrow keys. As you suggest, the Fn-up/down give me the equivalent of Page Up and Page Down on a full-size keyboard. Adding the Control and Option modifiers give me the full keyboard shortcut (as long as I’m not on the Accounts or Scheduled Transactions tab). When I’m at my main desk, I do have a full-size keyboard, where I leave off the Fn key and use the actual Page Up and Page Down keys. In both cases, the basic shortcut works as I discussed earlier. Best, John > On Sep 17, 2019, at 3:26 PM, Adrien Monteleone > wrote: > > John Morris, > > For me (Mojave 10.14.6) the ESC key gets rid of the text entry window and the > arrow keys are then active again. > > I was using a mouse for selecting an account because I can’t seem to navigate > to that tab via my keyboard from another tab. Since I’m using the mouse > anyway, I just keep using it till I’ve opened the target register. > > Unfortunately, your Control-Option-Page Up/Down only works for full size > keyboards. The equivalent for Page Up/Down on a short keyboard is Fn-up/down > and that doesn’t work in combo with Control-Option or any combination > thereof. (that I can tell, I miss my full size keyboard...) > > Regards, > Adrien ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Opening account with CR no longer works, also BS does not work
I think I am experiencing the same issue noted by the original poster. However, I don’t use GnuCash the same way, so I did not at first identify it as such. I’m using GnuCash 3.7 on two different machines: A 2014 15” MacBook Pro running Mojave (10.14.6) and a 2008 17” MacBook Pro running El Capitan (10.11.6). In both instances, I am able to use Control-Option-Page Up and Control-Option-Page Down to switch from a register or report tab to the adjacent tabs, wrapping around at the ends. However, that key combination does not work in the Accounts tab or in the Scheduled Transactions tab. In either of those tabs, when I press either key combination, I get a small text-input field in the lower-right corner of the window where there was none before. In the Accounts tab, it appears at the very bottom of the window, partially covering the Profits drop-down menu. In the Scheduled Transactions tab, it appears at the line between the list of scheduled transactions and the calendar, still on the right side of the window. As long as I don’t have that text-entry field showing, I can use the CR in the Accounts tab to open a register. However, if it is showing, pressing CR does noting. Also, when the text-entry field first shows up, I am not able to use the delete key to remove any text in it. However, if I use the mouse to select any of the text in the field, the delete key works correctly until there is no selection. The reason I did not identify my issue as the same as the original poster’s is that I do not generally use the keyboard to select account names. However, I can see that if I type any letters while in the Account tab, I get that same text-entry field and it behaves as above. If I use the arrow keys to select accounts (my usual practice), I don’t get the text-entry field and I am able to use the CR to open the selected register. I also notice that the arrow keys have no effect once the text-entry field appears. The only way to get out of the text entry field is to use the mouse to click elsewhere in the window. Best, John > On Sep 17, 2019, at 12:21 PM, Adrien Monteleone > wrote: > > I recently (until I updated just now) was running 3.22.20 on MacOS 10.14.6, > but that was installed via Homebrew, so not very helpful. > > But I can say that CR was working to open an account from the Account tab > just fine. > > Apologies if that is noise. > > Regards, > Adrien ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] GnuCash 3.7 and Reports
Hi Adrien,
You were right, the changes I had made did have a bearing on this problem.
However, they only reveal the miscoded HTML in GnuCash 3. Also, the changes in
question are to the invoice report itself, not the stylesheet.
It turns out that the relevant change I made is that we have no need for
several of the columns (Date, Action, Discount and Taxable). As soon as those
columns are eliminated, the table becomes narrower. Digging deeper, I
discovered that GnuCash 2.6 inserts a vitally important width=“100%” into all
but the outermost command in the invoice. GnuCash 3.7 does not insert
that argument. Thus, when several columns are removed, the table is narrower.
Of course, my banner is still the same width, leaving the invoice body too
small for the page.
If you can confirm this behavior, I think we can call this a bug.
Fortunately, I think I have found a workaround until the code is corrected.
Thinking back about my misadventures with the CSS, I remembered that there was
a width: 100% for each of the subtables. However, looking at the HTML code, I
noticed that there was an additional table called “main-table” enclosing
everything except the banner. This table style was not given the 100% width.
Adding
.main-table > table { width: 100% }
to the end of the CSS field in the invoice options gives me exactly what I want.
Best,
John
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Re: [GNC] GnuCash 3.7 and Reports
Hi Adrien,
> For starters, maybe give the default stylesheet a try and see if it gets you
> close (or exactly) to what you want. The default now lets you include an
> image, so you don’t *have* to use Fancy Invoice. Also, maybe play with the
> banner size. If you don’t need it to be full-width, and more like a logo,
> that might help.
Yes, I have given the default stylesheet a try. The results are identical. As
I said, the changes I made to the default to create my own are inconsequential.
> Second, pay careful attention to the settings for Rows 1-3 and Left-Right. I
> noticed that your current settings show ‘Our Details’ as Right, but the 2.6.x
> version had them as Left. Try the following:
>
> Row 1 Left: Picture
> Row 1 Right: (empty)
> Row 2 Left: Our Details
> Row 2 Right: Invoice Details
> Row 3 Left: Their Details
>
> This would considerably clean up the display and get you closer to what you
> had with 2.6.x (though not perfectly)
Yes, I’m aware that the original invoice has some differences with the new
one, but they are orthogonal to the problems I am having. I expected anyone
viewing the to be able to see past those differences. Placing “Our Details” on
the left does nothing to address the problem I’m having. All the HTML tables
are still only taking up about half of the page width.
> Also setting:
>
> .invoice-title { float: right; }
>
> Should place the invoice # right above the other invoice detail so it looks
> like it is all together.
As I mentioned in my previous message, I have already included that line in
the CSS. It places the invoice number above the right side of the tables, but
does not change the position of the right side of the tables to be the right
side of the page. With the other modifications I made to the table sizes, the
invoice number ends up looking centered with the other table elements taking up
the full width of the page.
> Of course, there might be cleaner layouts based on the info you have. Note as
> well, that if the section ‘Our Details’ takes up too much vertical space to
> balance out the header, consider placing that info in the ‘Contact’ or
> ‘Payment to’ sections in Options > Display, and then removing it from File >
> Properties > Business. If you need them in Properties > Business for some
> other reason, you can still include them in the "Contact/Payment to" sections
> and just suppress the output at the top with one or all of the following in
> Options > Layout > CSS
I don’t see any point in quibbling about the aesthetic design of the invoice
when the basic report is not yet working.
> I’m not sure why that second screenshot is so narrow. There were some
> stylesheet changes between 2.6.x and now, so that may be the issue. Try
> exporting the report as an .html file and then opening it with a web browser
> to see if it looks normal. (and then you can print from there) If that works,
> maybe file a bug on Fancy Invoice, but double check any customizations first.
> However, I see your later screenshots seem to be full width, so I’m not sure
> what is going on there.
I get the same results in Safari, Chrome, Opera and Firefox using the Default
stylesheet.
> Finally, I wouldn't mess with the table sizes. You need all 3 to be 100% so
> it always fills the whole width and things don’t look messy or cut off as you
> found with screenshot #7.
Yes, obviously, messing around with the table sizes is less than ideal. I
would like to find a solution that allows the tables to be set at 100%.
However, this is currently the only change I have been able to make that brings
the invoice even remotely looking good.
Best,
John
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Re: [GNC] Can't seem to load custom reports
Hi Adrien, I worked my way through the GnuCash wiki on loading custom reports at https://wiki.gnucash.org/wiki/Custom_Reports#Where_to_find_existing_reports. I made a tiny bit of headway, but not much. I have set up a new file called config-user.scm in ~/Library/Application Support/GnuCash on my fully updated Mojave system. This replaced the filed called config.user I copied from my Yosemite installation running GnuCash 2.6.16. As part of following the instruction on the wiki, I copied the Hello World report from the GnuCash application package and modified it slightly to be different from the example report. I then placed it in ~/Library/Application Support/GnuCash/John Report and added (load (gnc-build-userdata-path "John-Report.scm”)) as the first line of config-user.scm. This loaded a report called John Report into the top level of the Reports menu, so I know I at least have that part working. However, using a similar line in the config-user.scm file for the reports I downloaded from this list gives me nothing in the Reports menu. In fact, if I place those lines before the John-Report line, even it does not appear. I guess some problem in those other reports is terminating the whole loading process. That seems like an odd way of doing things. I tried this singly with each report an none of them worked, including the consolidation report Doug Doughty contributed on June 4, 2018 as an update to work with GnuCash 3.1. I guess I have to wait until I have time to learn Scheme or someone else updates these reports to work with GnuCash’s ever-changing interface. Best, John > On Sep 9, 2019, at 5:57 PM, Adrien Monteleone > wrote: > > I didn’t get to test #1 & #2 again, but sticking with #3, I started GnuCash > with > > --debug --log gnc.scm=debug > > And got some useful info. > > It seems all but one of the reports were using: > > (use-modules (gnucash main)) > > which apparently doesn’t exist any more. > > The one report that did work was using: > > (use-modules (gnucash utilities)) > > I haven’t had a look yet to see what the changes were and what that includes. > > The other failing reports also use: > > (use-modules (gnucash printf)) > > which apparently also doesn’t exist and was commented out in the one working > report. > > Unfortunately, the code for those reports would have to be updated it seems > to avoid those modules as they fail with them commented out. (understandably) > > The following loads and runs correctly: > > consolidate-transactions.scm > > The following all fail and need to be updated: > > compare-cash-flows.scm > current-vs-average.scm > transaction-budget.scm > reconcile.scm (supposedly a re-write, was this already incorporated into the > included report?) > missing-checks.scm (I don’t use this, but noticed it failed as well) > > If anyone has any info on fixing the above reports with respect to the main & > printf modules, or where I might find more current versions, many thanks. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] GnuCash 3.7 and Reports
Hi Adrien,
Thanks for looking into this issue as well. I will study the new procedure
for loading reports as soon as I am able.
> 1. My invoices (editing/viewing) all pad to the width of the window no matter
> how I size it, so I’m not sure what you have going on. Maybe try
> double-clicking the description header and see if they don’t snap back to
> normal from then on. (I’m also on Mojave)
I’m not sure, but I think we may be comparing apples and oranges. Yes, when
editing an invoice, the columns pad out to fill the window. The issue I was
reporting is about the printable invoice report. There are several options to
choose from (easy, fancy, technicolor and others I don’t recall). None of them
seem to pad out the _printable_ invoice to fill the page. Because these are
static reports, double clicking has no effect.
> 2. I don’t have a copy of 2.6.x handy to see what it was doing, but indeed,
> the invoice # prints on the top left. This is because it is the ’title’ of
> the document.
>
> You can fix that in Options > Layout > CSS
>
> add this line:
>
> .invoice-title { float: right; }
>
> and Apply.
I will try this fix as soon as I can. Is there any way to change it so the
invoice number is not the title of the document? I would rather be able to put
it down in the invoice details where I want it.
Best,
John
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Re: [GNC] GnuCash 3.7 and Weekly Reports
Hi Adrien, Thank you for looking into this issue. The transaction report is the main issue for me. Best, John > On Sep 9, 2019, at 12:32 PM, Adrien Monteleone > wrote: > > John, > > I was hoping to get to test this as well pre-release, but didn’t get to. > > I can confirm that at least for the Transaction Report, so far, indeed, > Saturday is a fixed start day. (My locale is set to Sunday) > > I recall this was one report you were concerned with. Any others? > > > Regards, > Adrien ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
[GNC] GnuCash 3.7 and Reports
Hi All, I have recently upgraded from Yosemite (macOS 10.10.5) to El Capitan (macOS 10.11.6) and Mojave (macOS 10.14.6) on two different machines. In the process, I have finally taken the leap from GnuCash 2.6.16 into the 3.x series. Until this morning, I was using 3.6 and I am now using 3.7. I’m still testing some functions, but it seems to be working reasonably well overall. Today, I’m writing about aspects of the report system, user-contributed reports and invoices. 1. User-contributed reports: Just over a year ago, Doug Doughty contributed several excellent report templates that allowed me to create some very useful reports. I have faithfully moved the contributed files from my old system to my new system, but I am not able to find the reports in the Reports menu. Should they be working? Where should I look for them? It would be a shame to lose all of Doug’s work. 2. Invoices: We have been using GnuCash’s invoicing feature to generate invoices for our business. This worked reasonably well for several years in the 2.6.x series. Unfortunately, both GnuCash 3.6 and 3.7 do less well with invoices. The main problem is that the table grid is no longer padded out to fill the page. This means that invoices with relatively short descriptions in the line items look rather ugly with the table taking up only about half of the width of the page and the information that is supposed to be on the right side sitting in the middle of the page. Additionally, the invoice number now prints at the top left, just below the banner, regardless of what I select in the Options dialog. It used to be printed with the invoice details (which I have placed on the right side). Are others experiencing something different from this? Best, John ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
[GNC] GnuCash 3.7 and Weekly Reports
Hi All, First, I offer a hearty thank you to the developers for this new version of GnuCash. I really appreciate that my concern about the starting dates for weekly reports garnered someone’s attention. Unfortunately, the weekly reports are still not working correctly for me. In earlier versions (specifically, 2.6.16 and 3.6), all weekly reports started on Sunday regardless of which day I selected for the first day of the week in my locale and regardless of which region I selected. Now, all weekly reports start on Saturday regardless of which day I have selected for the first day of the week in my locale and regardless of which region I have selected. I’m running GnuCash 3.7+(2019-09-07) under El Capitan (10.11.6) on a 17” 2008 MacBook Pro and under Mojave (10.14.6) on a 15” 2014 MacBook Pro. It seems to be performing essentially identically on both systems. In a related note, the date pickers in the registers now do seem to be working correctly. They seem to start with Monday, the day I have selected as the first day of the week. Thank you for making this fix. Best, John ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Version 3.7 on macOS 10.14.6
Hi Peter, I had the same results the first time I launched GnuCash 3.7. However, when I clicked it a second time in the Dock, it seemed to launch normally. I have not tested much, but it seems to be working. I’m running GnuCash 3.7+(2019-09-07) under El Capitan (10.11.6) on a 17” 2008 MacBook Pro and under Mojave (10.14.6) on a 15” 2014 MacBook Pro. It seems to be performing essentially identically on both systems. Best, John > On Sep 9, 2019, at 5:26 AM, pete hopkins wrote: > > I have just upgraded to the latest stable release on macOS and the > application will no longer open. It asks the standard security question > about opening an application that is not from the App Store but that is the > last thing that happens. Anyone else suffering this or do I need to revert > to version 3.6? ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] First Day of the Week
Curiouser and curiouser. I just booted my 2014 MacBook Pro in Mojave. I was hoping to see good results, but I was disappointed. My experience on Mojave was identical to my experience on El Capitan. I first tried changing just the day of the week and creating a new set of books. Then, I tried changing the whole region to United Kingdom and creating a new set of books. In both cases, both the date picker and the reports used Sunday as the first day of the week. This is a brand new, clean install of Mojave and GnuCash, so I don't think there can be any corruption in the user profile. GnuCash must be looking somewhere else to get the first day of the week. I forgot to check "locale" in Terminal, but I assume I would have gotten the same results already reported for Mojave (en_US when I set just the first day of the week and en_GB when I set the entire region). Best, John > On Aug 13, 2019, at 10:07 AM, Michael Hendry wrote: > >> On 13 Aug 2019, at 14:52, Adrien Monteleone >> wrote: >> >> Thanks Michael, >> >> That is interesting. >> >> I just changed my Mac to UK, even restarted the computer, still the date >> picker shows Sunday as the first day. >> >> Maybe this is a change in Mojave? >> >> Maybe some sort of user profile corruption myself and the OP share? >> >> Anyone out there on Mojave with Monday working as the first day? >> >> Regards, >> Adrien >> >>> On Aug 13, 2019, at 3:49 AM, Michael Hendry >>> wrote: >> >>> When I bring up the date-picker on GC 3.6 on my Mac OS X High Sierra, I get >>> a calendar widget with Monday as the first day of the week. >>> >>> This is my preference, but I’m not sure if I ever set it up as such, other >>> than selecting UK in my locale options on the Mac. >>> >>> Looking at the Mac Calendar App’s preferences, I see that that is set up as >>> Monday-first. >>> >>> In System Preferences —> Language & Region, I also have “First day of week: >>> Monday”. >>> >>> Gnucash —> Preferences doesn’t appear to have a first-day setting, but it >>> picks up the correct date format from Locale. >>> >>> HTH >>> >>> Michael > > What does “locale” tell you on your Mac? > > Mine says: > > | => locale > LANG="en_GB.UTF-8" > LC_COLLATE="en_GB.UTF-8" > LC_CTYPE="en_GB.UTF-8" > LC_MESSAGES="en_GB.UTF-8" > LC_MONETARY="en_GB.UTF-8" > LC_NUMERIC="en_GB.UTF-8" > LC_TIME="en_GB.UTF-8" > LC_ALL="en_GB.UTF-8” > > Michael > > ___ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > If you are using Nabble or Gmane, please see > https://wiki.gnucash.org/wiki/Mailing_Lists for more information. > - > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] First Day of the Week
Hi Michael, Thank you for chiming in. This is very good news. Perhaps I just need to move further up the OS ladder. I'm currently working with a 2008 MacBook Pro that cannot run anything beyond El Capitan. However, I do also plan to move my 2014 MacBook Pro to Mojave. If it works correctly for you in High Sierra, it should work correctly for me in Mojave (assuming that GnuCash runs in general on Mojave). I will report my results when I get around to running that test. Best, John > When I bring up the date-picker on GC 3.6 on my Mac OS X High Sierra, I get a > calendar widget with Monday as the first day of the week. > > This is my preference, but I’m not sure if I ever set it up as such, other > than selecting UK in my locale options on the Mac. > > Looking at the Mac Calendar App’s preferences, I see that that is set up as > Monday-first. > > In System Preferences —> Language & Region, I also have “First day of week: > Monday”. > > Gnucash —> Preferences doesn’t appear to have a first-day setting, but it > picks up the correct date format from Locale. > > HTH > > Michael ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] First Day of the Week
Hi Adrien, Thanks for the clarification. I certainly agree that this could be a problem in GTK. I don't have enough information about GnuCash's inner workings to make that judgment. Best, John > On Aug 13, 2019, at 4:04 AM, Adrien Monteleone > wrote: > > But I don’t think GnuCash is doing that. (telling the widget to draw a > calendar with first_weekday set to ‘Monday’) It is calling GtkCalendar() and > that widget doesn’t have a setting for defining the first day. Now, since it > seems to work on Ubuntu as another user reported, maybe the widget is looking > at the system locale, but something on MacOS is preventing that. (or it isn’t > even aware of the locale since it might have its own default) > > This is where I was headed when I tried to copy this custom locale file to my > user profile’s gtk-3.0 folder. > > However, I see now that GnuCash.app has a locale folder but the files there > seem to be encoded somehow and not plain text. I’ll have to check the sources > out to see what is really there. It could be those locale files are not set > to have first_weekday be ‘2’ and they are taking precedence. > > And yes, testing a different GTK app on a Mac would shed some light on if it > is possible. Unfortunately, I don’t think my other GTK apps have date pickers > or calendar widgets in use. Maybe someone else has such an app to try. > > Regards, > Adrien ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] First Day of the Week
Hi Catscrash, Thank you for confirming that at least someone can get GnuCash to use Monday as the first day of the week. Unfortunately, the pictures did not come through, but I believe you that it is working on your system. I'm not sure how to describe the report I'm referring to. On my system (macOS 10.10, Yosemite), I simply open the Reports menu and choose Transaction Report. I then click the options button to bring up the report's options. In that dialog, I select the accounts to include on the Accounts tab, set the report's date range on the General tab and set the primary key to Date on the Sorting tab. On that last tab, I also have to change the Primary Subtotal for Date Key to Weekly because it defaults to Monthly. After clicking Apply, I get a report of all the transactions in the selected accounts sorted by date with subtotals following the transactions from each Saturday. For example, if I set the date range for 20190805 to 20190901 (four weeks, Monday to Sunday), the first subtotal is reported as 2019-08-04 to 2019-08-10. The second subtotal is 2019-08-11 to 2019-08-17 (Sunday to Saturday). Does this help you replicate the report? Best, John > On Aug 13, 2019, at 1:11 AM, Catscrash wrote: > > Hi, > > at least for Ubuntu this is definitely not a problem. I don't know if > the mailinglist allows pictures, but the date-chooser definitely shows > the monday as first day of the week: > > > I have the date settings in gnucash set to system default and my ubuntu > is set to german > > I'm not sure how to get to that report you are talking about, I'm > certainly happy to check there... > > best regards ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] First Day of the Week
Hi Adrien, > How does first day of the week affect reports in GnuCash? The only report I > can think of that might be an issue is the Expenses/Income vs. Day of the > week, but each day is reported separately, though Sunday is listed first in > the key, it is a pie chart. All other date selections I can find are based on > month or longer, or use specific dates. (do some reports give weekly > subtotals for example? I haven’t seen or used that yet) The main issue for us is a report we use to keep track of our income work. It reports the amount billed in the current week and each of the weeks since the beginning of the previous month. Each of those weeks starts on GnuCash's default week-starting day rather than the day we would like to start on. I set this up with a simple transaction report by setting the date range to run from the "start of previous month" to "today". I then set the primary sort key to "Date" and the primary subtotal for date key to "Weekly". If there is a way to get this level of granularity to start on a different day, I would like to hear about it. > And please report any issues you find. While previous reports may not have > received attention (yet) that does not mean some other issue won’t. It might > be that someone else with developer skills and time might jump in and fix one > or two. One issue may shed light on others. A discussion may ensue on how to > address the issue for when it is actually fixed. So reporting isn’t a waste > of time even if they don’t get fixed right away. (or even for an extended > period) I'm sorry, but (as I said) I have a lot on my plate. Spending the time to write up clear bug reports that probably won't be looked at for years and certainly won't be addressed any time soon does not seem like a good investment at this time. Best, John > On Aug 12, 2019, at 5:22 PM, Adrien Monteleone > wrote: > > John, > > Thanks for the insights. > > How does first day of the week affect reports in GnuCash? The only report I > can think of that might be an issue is the Expenses/Income vs. Day of the > week, but each day is reported separately, though Sunday is listed first in > the key, it is a pie chart. All other date selections I can find are based on > month or longer, or use specific dates. (do some reports give weekly > subtotals for example? I haven’t seen or used that yet) > > I didn’t think about the date picker as I always enter my dates manually, but > certainly, I can see how that could be annoying. > > Certainly, the software should be able to match your life. You shouldn’t have > to change to work around a bug. > > And please report any issues you find. While previous reports may not have > received attention (yet) that does not mean some other issue won’t. It might > be that someone else with developer skills and time might jump in and fix one > or two. One issue may shed light on others. A discussion may ensue on how to > address the issue for when it is actually fixed. So reporting isn’t a waste > of time even if they don’t get fixed right away. (or even for an extended > period) > > I know some calendar issues were looked at in the move to 3.x. Perhaps one of > the devs familiar with this part of the code might take a look or chime in. > There might be a good reason why this is still an issue. > > > Regards, > Adrien ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] First Day of the Week
Hi Frank, Thank you for thinking about my little problem. I don't understand why we would assume this is a bug in GTK. If GnuCash tells GTK to create a calendar with Sundays as the first day of the week, it should obey. The problem is that some code is not looking at the locale setting on my computer. Since this is a completely new test build, I think I can rule out a corrupted operating system. Also, other date-aware applications are correctly picking the first day of the week. I guess a real test would be to find some other application that uses GTK to display calendars and see if it picks the correct first day of the week on my system. I'm not aware of any I could try. Best, John > On Aug 12, 2019, at 5:24 PM, Frank H. Ellenberger > wrote: > > Hi John, > > have a look at https://developer.gnome.org/gtk3/stable/GtkCalendar.html > and tell me, the right call. > I didn't see it and fear, you should complain at the GTK team. > > Regards > Frank ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] First Day of the Week
Hi Ken, Thanks for thinking about my little problem. However, I don't see how this would help. The regular Mac interface gives me the option to change the start of the week from the locale's default. GnuCash should be reading that change like all the other date-aware applications. It does not. Also, as I mentioned in my first post, I have tried changing my locale to a region that defaults to Monday as the first day of the week. GnuCash still insists on using Sunday as the first day of the week. I don't see why GnuCash is any more likely to obey a custom locale than it is to obey one of the default locales. Have you tried doing this on any system? Did it work? My Windows experience is extremely limited and my Unix experience (other than poking around under the hood of MacOS X) is more than thirty years out of date. I was really hoping to hear from some Mac users living in regions where the default first day of the week is Monday. There must be some. Do they simply ignore this problem or have they found a way to change what seems from my end to be a hard-coded default? Best, John > On Aug 12, 2019, at 6:04 PM, Kenneth Marshall wrote: > > Hi, > > I think that that setting is attached to the locale definition. You need to > make a custom locale with the first day of the week defined to be Monday. I > do not have a Mac so do not have any actual experience. On a Linux system you > can edit a file in /usr/share/i18n/locales and then recompile the locale with > something like locale-gen or localdef. Use 'man locale' on your system to see > what you should use. Once you do that and change your locale to the new one, > it should just work. > > Regards, > Ken ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] First Day of the Week
Hi Adrien, Thank you for your interest. The first day of the week is, of course, a personal preference. However, because it is set to Monday everywhere else in my life, it would be more convenient if GnuCash were set similarly. Yes, I am aware of System Preferences > Language & Region; that is where I have set the first day of the week for the rest of my computer. Thank you for pointing that out. The main issue that makes life difficult with GnuCash using Sunday as the first day of the week is in our business. We have a small editing business, but we don't work conventional hours. Basically, we work whenever we can fit it in. That means we might be working at 11p on a Sunday or 6a on a Tuesday. However, we still find it convenient to break our time up into weeks. Reports from our time-tracking software help us know if we are doing enough income work to make our goals. Reports from our accounting software (GnuCash) help us know if our income is matching expectations and helping us reach our goals. However, it is just a little more difficult because the time tracking software is set to use Monday as the first day of the week, but GnuCash refuses to accept that setting. A second place this problem makes trouble for me is entering transactions. Sometimes I type dates and sometimes I select them from the drop-down menu. That menu puts Sunday on the far left of the block instead of the far right where I expect it. Thus, I sometimes click the wrong date because I forget that GnuCash does this. Of course, this is just one example, but I think it gives the flavor. Naturally we could change our whole life around to use Sunday as the first day of the week, but we don't want to do that. Computers should adjust to the users' lifestyle, not the other way around. We can also just make do, accepting that the accounting week starts on Sunday and the time-keeping week starts on Monday. That is how we have functioned since we switched to GnuCash about five years ago. I understand that the developer pool is small. This is why I have not bother reporting the many bugs I work around every day. When I first started using GnuCash, I reported what I saw, but it quickly became clear that the developers feel they have bigger fish to fry. Given that I have no time to offer to this effort, I stopped wasting my time. I would love to help with the development. I even have some of the skill required and could probably get up to speed fairly quickly, but my to-do list is way too long for me to take on any new projects. Frankly, if I were going to get back into development, I would seriously consider starting from scratch rather than trying to fix the mess that is GnuCash. Best, John > On Aug 12, 2019, at 4:20 PM, Adrien Monteleone > wrote: > > System Preferences > Language & Region is where you can set first day of the > week. (I’m on Mojave) > > But I see it has no effect on the calendar displayed in the Scheduled > Transaction editor. (not sure where else this would matter) > > I’d have to ask (because I have Sunday as my first day and I don’t understand > the utility of changing it), how does not being able to change it impact your > use of GnuCash? What is more difficult by the day being set to Sunday? I > really mean this as a curiosity. Is it merely a matter of you’ve always seen > calendars start on Monday and it looks odd and sometimes hard to comprehend > at a glance? > > What parts of the app other than the Scheduled Transaction editor is this an > issue for? > > Please note, the developer pool is small, their time is not infinite, and > they are all volunteers. (and I’d guess they all have day jobs) They have a > roadmap for prioritizing their time. If something is an annoyance but the app > is still usable, it is likely to be pushed to the back burner unless someone > new decides to jump in and help address it. > > Regards, > Adrien ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
[GNC] First Day of the Week
Hi All, I've been using GnuCash for several years now, tolerating the bugs and idiosyncrasies on the hope that it would improve with time. That hope has been borne out to some degree, but I'm still waiting on many issues. It's been a while since I bothered to install a new version, so I am again hopeful when I finally start using 3.6. However, I have begun testing and found that at least one of my most-desired fixes is not in place. Years ago, I wrote about my inability to make GnuCash start the week on Monday instead of Sunday. Other people reported not problems in this regard, but we were not able to find any setting that would make it work on my computer (macOS 10.10 at the time, soon to be 10.14). My system region is set to United States and the system's first day of the week is set to Monday. However, when I open GnuCash (opening an existing .gnucash file or creating a new file), I always get Sunday as the first day of the week. Since I am testing (on macOS 10.11 for now), I tried opening an existing file and creating a new file with the system region set to France (which automatically gives Monday as the first day of the week). I even tried choosing French Franc as the currency when setting up a new set of books. No luck. I still get Sunday as the first day of the week. How do I get GnuCash to use Monday as the first day of the week? For what it's worth, I was also disappointed to see that GnuCash 3.6 still suffers from the focus problems I have been suffering through in 2.6. I will be very happy when the backend is fully rebuilt and these bugs can get the attention they deserve. Best, John ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Using 4.3 on Mac - contradictory notification message on startup
For what it's worth, I also set all my scheduled transactions. I used to see that message, but I have not seen it for a long time. I think the change happened when I got religious about unchecking the "Notify me when created" box in the Overview tab of the scheduler. However, that was a long time ago, so I can't be sure I did not also do something else. Best, John > On Feb 10, 2019, at 6:24 AM, Colin Law wrote: > > On Sun, 10 Feb 2019 at 11:18, Michael Hendry wrote: >> >> Thanks for that clarification, Colin. I have all my Scheduled Transactions >> processed automatically, and had been unaware of the manual option. >> >> I wonder why I haven’t seen this notification before? > > I see it all very regularly (on Ubuntu) so can't answer that one. > > Colin ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: Date entry quick keys
You don't say what operating system you use, and I don't know if this particular feature is operating-system dependent, but shift + and shift - give me one-week increments and decrements in 2.6.16 on Mac OS X. Best, John > On Jan 6, 2018, at 11:00 PM, AC wrote: > > Are the quick keys for date entry in the register part of a GTK file > that can be edited or a compiled-in feature? (These are the use of +/-, > [/] T, M/H, Y/R). I wanted to add one that increments or decrements in > one week increments. ___ gnucash-user mailing list gnucash-user@gnucash.org https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: What's the best way to model an electronic funds transfer pull with hold
Hi Nelson, Such is life in the real world. GnuCash is not designed for the real world, just a simplified approximation. GnuCash reports just one main balance. You can get more by using the reconciled, cleared, present, future minimum and total columns in the main Accounts tab, but that is beside my point. In the bank-a tab, you get just one balance. In contrast, your online view of the bank probably reports at least two balances: one for the total amount of money in the account, including the $10,000, and one for the available balance, excluding the $10,000 while those funds are on hold. Since GnuCash gives you just one balance, you can only model one of those balances. I choose to model the available balance in the moment because that is more important to me at the time. For my long-term records, I choose to model the actual balance, which is why I delete those transactions after the hold expires. Best, John > On Oct 1, 2017, at 12:49 PM, Nelson wrote: > > Hi John, > > What I am doing today is exactly you are saying. I have a "pending" account > and I would record two transfers: > > - $1 bank-a -> pending > - $1 pending -> bank-b postdated by 5 business days. > > What bothers me with this approach is that when I go online on bank-a I see > a different balance than I have in GC. ___ gnucash-user mailing list gnucash-user@gnucash.org https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: What's the best way to model an electronic funds transfer pull with hold
Hi Nelson, Others have suggested a suspend account; you can find those details elsewhere. I find that to be more than I need, but I do sometimes need to track this type of hold in the moment. When that happens, I simply add a transaction to the account that removes the funds to some miscellaneous account and a second transaction reversing that transfer when the funds are scheduled to be released. I usually delete those two transactions after the funds are released from the hold. This keeps me aware that the money is not really available during the hold period, but it does not clutter up my long-term view of the accounts with unnecessary transactions. For what its worth, at least in my experience here in the United States, we can no longer count on even one day of float between banks. My main bank now initiates same-day ACH transfers when I request a pull transfer. I was bitten by this the first time it happened because I did not get around to funding the transfer at the other end for several hours. In the interim bank-b received the pull request, bounced it for NSF and charged me $25. Best, John > On Oct 1, 2017, at 10:48 AM, Nelson wrote: > > Let's assume that we have two accounts, bank-a and bank-b. > > - bank-a has a $11,000.00 balance > - bank-b initiates a $10,000.00 electronic funds transfer pull. > - money shows up in bank-b immediately but there is a 5 business days hold > so money is not available. > - for at least 2 business days, until it clears through the payment network, > the transaction doesn't show up in bank-a but this money should be shown > somehow as unavailable. > > TIA for recommendations. ___ gnucash-user mailing list gnucash-user@gnucash.org https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: Deleting an invoice or credit
Hi Derek, I'm noticed the problem in the Easy Invoice report in the past. I don't have time right now to confirm the problem still exists. Given the current state of development, I have no confidence that the problem has been eliminated. Best, John > On Sep 20, 2017, at 10:33 AM, Derek Atkins wrote: > > John Morris writes: > >>> But you can edit it, including changing the customer involved and the >>> invoice number. So the next time you need an invoice or credit note, you >>> can just reuse this practice one instead of generating a new one. >> >> The only problem with this idea is that some ways of finding an >> invoice do not notice the change in the invoice number. Therefore, >> when I reuse an invoice like this, I have to remember that I won't >> always be able to find the new invoice by invoice number. > > What doesn't notice it? That would be a bug. > >> Best, >> John > >> Please remember to CC this list on all your replies. >> You can do this by using Reply-To-List or Reply-All. > > -derek ___ gnucash-user mailing list gnucash-user@gnucash.org https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: Deleting an invoice or credit
> But you can edit it, including changing the customer involved and the > invoice number. So the next time you need an invoice or credit note, you > can just reuse this practice one instead of generating a new one. The only problem with this idea is that some ways of finding an invoice do not notice the change in the invoice number. Therefore, when I reuse an invoice like this, I have to remember that I won't always be able to find the new invoice by invoice number. Best, John > On Sep 19, 2017, at 11:52 AM, Buddha Buck wrote: > > You can't delete a credit note or invoice. > > But you can edit it, including changing the customer involved and the > invoice number. So the next time you need an invoice or credit note, you > can just reuse this practice one instead of generating a new one. > > You might want to create a customer of "Unused Invoices", and assign the > unused invoices to them. Then when you need a new invoice, check there > first. > > On Tue, Sep 19, 2017 at 11:43 AM wrote: > >> How do you delete an invoice or credit note? I was practicing and created a >> credit note for a customer. Didn't save it or post it but when I search >> invoices under his name the credit note shows up. There is no data on the >> credit note so it doesn't affect balances but I would like to delete it. >> Just can't figure out how! ___ gnucash-user mailing list gnucash-user@gnucash.org https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: Window location
For what it's worth, I, too, have been bothered by this in the past. For me, the main issue is that the report-options window opens on top of the report and opens way too small to be particularly useful. Consequently, I have to move and resize that window every time I want to change the report options. I have not raised this issue before because I have no time to offer to this project and I don't see that changing in the near future. Best, John > On Sep 19, 2017, at 10:47 AM, Matthew Pounsett wrote: > > Hi all. > > I work in a bit of an edge case, in that I have a very large desktop (just > shy of 7k pixels wide, over 1.5 meters of physical distance). The main > gnucash window seems to save its location and always open where it was last > closed. This is awesome. However, nearly every other window (I think > probably every single other window, but I'm allowing that maybe there's > something I haven't noticed) opens at the 0,0 desktop coordinate (top > left). This is way out of my eye line. And yes, I'm aware this is a first > world problem of the highest order. :) > > Is this a problem anyone else even notices? If not, I'm fine to suck it up > and deal, but it would be a huge convenience to me if gnucash was able to > save the locations of other windows, or alternatively, open them in the > vicinity of the parent window. > > My C knowledge is fairly rudimentary, but I'm a competent programmer in a > few other languages. I'd be happy to help out with a feature if that seems > like a thing I could reasonably help with, or if the core team doesn't > think it's high priority enough to put on the future feature list. > > - Matt ___ gnucash-user mailing list gnucash-user@gnucash.org https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: Mac OS accelerator keys
> On Sep 13, 2017, at 4:35 AM, Deva - wrote: > > One peculiar observation though. I used as a tag on some shortcuts > while tagging the others with . I was expecting the ones to > invoked by using +key and the ones to be invoked by using > +key. > > However, on launching gnucash, all menu options get converted to > +key and can be invoked only by the key (even the ones > meant for invoking by the key). > > So, I closed gnucash and went back and looked the accelerator-map file again. > And it looks like all the lines I edited with the tag have been > converted back to use tag. I suspect that this is due to the fact that, on a Mac, the option key cannot be used by itself to fire a command. All "normal" keyboard shortcuts on a Mac must involve at least one of the Command or Control keys. There are apparent exceptions to this rule, but they are all either special functions of the operating system (such as accented characters) or specially programmed features in particular applications (such as using unmodified keys to access tools in various drawing programs). Best, John ___ gnucash-user mailing list gnucash-user@gnucash.org https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: Gnucash usage for small banks and GL derivation rules
Hi Andrey, > 1. Can this software be used for a small business that is a bank / > financial institution - all accounts have to be flipped from bank's point > of view e.g. Loans are Assets, Deposits are Liabilities (can the software > be re-configured as such)? Yes, GnuCash can easily handle this. I have been doing exactly that for a few years. You can flip things around if you want, but there is no reason you have to. Loans could be loans the "bank" takes from another institution. Funds loaned out could be recorded as assets. Deposits from clients could be recorded as liabilities. Best, John > On Jun 20, 2017, at 9:09 AM, Andrey Shalaurov wrote: > > Hi, > > I have two questions: > 1. Can this software be used for a small business that is a bank / > financial institution - all accounts have to be flipped from bank's point > of view e.g. Loans are Assets, Deposits are Liabilities (can the software > be re-configured as such)? > > 2. It looks like each transaction can be assigned to an 'account' (assuming > General Ledger/GL Account), are there any other GL derivation rules > possible e.g. transaction is assigned to a GL account only if a rule set is > met? Also, can you please clarify within transaction import whether: > -deposits/withdrawals translates to "debit / credit" (I expected to see the > D/C indicator for each transaction) and > -balance translates to each transaction "amount" > -how do you assign an GL Account "pair" to each transaction (2 accounts), > seems like in import interface only 1 assignment is possible > > Thanks, > > Andrey ___ gnucash-user mailing list gnucash-user@gnucash.org https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: Reconciling an account
> When you have the curser in a split line of a transaction, the word 'Tot' > disappears. You only see that when the curser is in boxes that are not a > part of a split line. I think this also depends on the view one is using. I'm using a Mac with the en-us translation and GnuCash 2.6.16. I use Basic Ledger as my default. None of my registers include the "Tot". However, If I click the button to open a split, I get "Tot Deposit" and "Tot Withdrawal" (for a checking account) both in the column headers and in the empty cells of the currently selected row. As David noted, I only get the "Tot" when the cursor is in Date, Num, Description, or Notes. If I switch the view to Auto-Split Ledger or Transaction Journal, "Tot" shows up in both the headers and empty cells when the cursor is in Date, Num, Description, or Notes, but not when the cursor is in Memo, Account or either amount cell. John ___ gnucash-user mailing list gnucash-user@gnucash.org https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: GNUCash value proposition
> If we all had the time and discipline to enter every transaction as it > was made, this is all true. Entering transactions as they are made is > very hard, and without a client that you carry with you it is virtually > impossible, even if one existed, it would be tedious. The fact is the > Bank is that application, they do it for you. They HAVE to! The > reason import exists and is widely used (I do), is that it saves the > time of entering all the transactions. To each his own. I enter every transaction just about as soon as possible: usually when I get home to my computer. However, I often have the computer with me and enter a gas purchase as we leave the gas station. I find this much less tedious than trying to remember all our purchases and expected credits from the last month or so. In addition, entering the transactions as they come gives me a much closer approximation of our financial situation that I could get from a monthly reconciliation. Best, John > On Jun 4, 2017, at 10:21 PM, Lincoln A Baxter wrote: > > If we all had the time and discipline to enter every transaction as it > was made, this is all true. Entering transactions as they are made is > very hard, and without a client that you carry with you it is virtually > impossible, even if one existed, it would be tedious. The fact is the > Bank is that application, they do it for you. They HAVE to! The > reason import exists and is widely used (I do), is that it saves the > time of entering all the transactions. > > That said, I review every transaction I import before I complete the > import. If I don't recognize/remember a transaction, I research it to > verify if I (or my wife) made it and what it was for. I do this as > part of assigning transactions to balancing accounts. > > I do this for both the Baysian matched tranactions (some transactions > it never gets right), and for the unmatched transactions. When I find > things out of balance, it is almost always because a transaction was > not matched by the Baysian matcher, which then becomes a double > transaction in the account, or not imported. In the end I believe I > would catch fraud if it occurred. The Bank's math has never been wrong. > > There are two wishes I have for the transaction import review window > that would improve this experience: > > 1) I wish I could edit descriptions, this would be a HUGE improvement, > over trying to remember to go back and find them and edit them > afterwards. > > 2) I could split transactions in the import window... Same reasons... > but if I could edit transaction descriptions, I would be able to find > them more easily after import, and then split them. I use the imbalance > account to do this when I have to, but it has the draw back of > confusing the Bayesian matcher. > > I'll bet the later (2) is harder than the former. The former would save > a bunch of time. > > Lincoln ___ gnucash-user mailing list gnucash-user@gnucash.org https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
