Re: [GNC] Misc Newbie Questions
Thanks Eric. I like your description better than mine. :^) -Original Message- From: gnucash-user [mailto:gnucash-user-bounces+peter088=petermacdonough@gnucash.org] On Behalf Of Eric Coates Sent: Wednesday, 29 May 2019 7:17 PM To: gnucash-user@gnucash.org Subject: Re: [GNC] Misc Newbie Questions Hi > 1) How can you enter a scheduled transaction before it's due date? > (Used to check cash flow) Adrien Monteleone has given one method, I use a different one. Without going through my entire boring "scheme of works" for the last day of the month I do want to enter all scheduled transactions for thee following month (you call it "cash flow purposes", I call it "fear of going into the red"). To do that I (1) close GnuCash; (2) set the system clock to a later date (in my case the last day of the next month): (3) open GnuCash, click the necessary buttons and check that all the transactions have appeared (in my case in my current/checking account); (4) close GnuCash; (5) Reset the system date. I use Ubuntu and I find sometimes (not very often) the change of date doesn't "take", that is why the checking is necessary. Different, not better Best wishes Eric ___ 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] Misc Newbie Questions
Thanks Adrien.
Regarding 2), I'm up to date on Windows 10 and have just upgraded to V3.5
I'll will try and isolate a repeatable instance.
3) Got it
5) I get the reconciliation function, but every once in a while I make a
mistake while reconciling. When I go back and correct the reconciled
transaction it changes the status to "n" and I'm unable to change it back
without either repeating the entire reconciliation process starting with
resetting the status of every transaction on the statement or having to
remember to roll it into the next month's statement. These are both very
arduous. There is no way around this?
Thanks,
Peter
-Original Message-
From: gnucash-user
[mailto:gnucash-user-bounces+peter088=petermacdonough@gnucash.org] On
Behalf Of Adrien Monteleone
Sent: Wednesday, 29 May 2019 11:14 AM
To: gnucash-user
Subject: Re: [GNC] Misc Newbie Questions
> On May 28, 2019, at 7:04 PM, Peter088 wrote:
>
> Hello,
>
>
>
> I'm a recent convert from Quicken. I apologize for dragging my expectations
> with me, but there are a few things I can't figure out how to do. Perhaps
> these are not possible. They are mostly small, so I thought I'd include
> them in one email instead of killing e-trees:
>
>
>
> 1) How can you enter a scheduled transaction before it's due date?
> (Used to check cash flow)
See the Help Manual and Guide. You can enter future transactions manually and
run reports to include those future dates, or you can enter Scheduled
Transactions which haven’t fired yet, and run a report to show you the effects
as if they did.
>
> 2) Why don't backspace and delete work sometimes, even in the text
> fields?
They should. What version are you using and on what OS? There were some bugs in
earlier 3.x releases, but they should have been fixed by 3.5, the current
release.
>
> 3) What is my "working register?' (This is what you close and open
> instead of closing and opening GNUCash to bump the internal calendar date)
There shouldn’t be a need to close and open anything to change the date. Just
change the date. I leave GC open 24/7. While the next empty transaction’s date
won’t change automatically, once you enter a current day’s transaction and
change the date manually, the next empty transaction will default to the
current system date.
If you like to leave GC open, but don’t want to ever be bothered with manually
changing a date for a current-day transaction, just don’t leave a register open
across midnight. When you open the register the next day, the default day in
the empty transaction will be current.
But the ‘working register’ is whatever account register you have open at the
time. So if you have your checking account register up, that is your ‘working
register’. (you can have many open at once, but only the active tab is the
‘working’ one.
>
> 4) How can you change the order of the items in a split?
You can type them in any order, but GC will default to re-ordering them as
debits first. I don’t think there is a way around this. (the debits will stay
in their as-entered order and credits in their order however)
>
> 5) Is there any way to mark a transaction as reconciled ("y") without
> going through the reconciliation process?
Nope. That’s the whole point. Reconciliation is not a per-transaction process,
it is for a group of transactions against a set balance. (though I guess
technically, any period could have only 1 transaction in it) You *can* mark an
split as ‘cleared’ which means when you reconcile, it will be checked off for
you by default.
Regards,
Adrien
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[GNC] More Startup Questions
Hi Everyone, A few more intro questions: 1) I don't like the "softer" contrast in the new release. Is there any way to change the look to the old one? 2) Is it true that to create custom reports, you have to be able to program? 3) Is it possible to create Quicken-like reports with variable reporting periods that can be changed on the fly or must the periods be hard-coded? 4) Is there any way to export GNUCash data to a .QIF file? Thanks, Peter ___ 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] Budget Issue
Hi Adrien, I'm running Windows 10. Everything is up to date. Thanks for your help. I was able to find the scroll bar. It acts the same over here. Unfortunately, the left and right arrows do not seem to work in Windows to move the screen. I also tried all combinations with Shift, Control, Alt and the Page Up and Page Down keys, but nothing worked. Also, the headings (Accounts) don't freeze when you scroll, so I'm spending and enormous amount of time trying to hit the scroll bar in exactly the right spot. There seem to be quite a number of obvious features missing/not working in the budgeting area. What are the chances of any changes in this area being implemented in a reasonable period of time, assuming I file all the requests? I'm a bit surprised given that GNUCash has been around for 20 years that these things haven't been addressed. Thanks again, Peter -Original Message- From: gnucash-user [mailto:gnucash-user-bounces+peter088=petermacdonough@gnucash.org] On Behalf Of Adrien Monteleone Sent: Friday, 14 December 2018 6:02 AM To: Gnucash Users Subject: Re: [GNC] Budget Issue It might not matter, but what OS are you using? I’m on a Mac, the scrollbar is not visible at first. If I move my mouse down to the bottom of the screen, a very slim scroll bar appears over the bottom of the summary section. As I get closer to the scroll bar, it gets thicker so it is an easier target for my mouse. Tabbing from a cell, say in September’s column, does not move the display to show where the focused cell is. (likely a bug) But using the arrow keys does shift the other columns into view for me. (this is once I’m already in a cell in the far right visible column) You can drag and re-size the Accounts column right-hand border to the left, which depending on your tree depth and account name length, might get you all or most of the year (and total column) visible. The individual month columns are not resizable. Again, another ‘bug’ but likely a ‘feature enhancement’. (unless older versions allowed re-sizing, then it is a bug) Also, the column names are not editable. You could file that in Bugzilla as a RFE (Request for Enhancement). The issue with the disappearing Expenses is fixable with the filter. The filter is on the ‘view’ of the particular budget you are viewing. (notice it is in the ‘View’ menu) It is not a preference of the budget. (thus not in ‘Options’) You have to reset the filter each time you open the budget. It would be nice to specify custom default filters for the budget so you don’t have to keep resetting them. (you could file another RFE on that, but I recall it might be filed already, you’ll need to check first.) As an alternative, just keep that tab open until your work is done. (I leave GnuCash open 24/7 as I use it daily) The reason your expenses ‘disappeared’ is because you *also* need to reset the filter to ’Show unused accounts’. I just tested filtering only Expenses with an unused account and its parent (also unused) and the budget did not contain them (and would have been empty if I had an empty book) until I set that option in the filter. So you need to set both options in both tabs of the filter. You’re telling the view to show you only expense accounts *and* you want to see unused accounts. (which are all of your accounts at this time) No worries on the questions, I’m happy to help. The Budget Module is not documented well (contributions welcome) and it has some quirks that aren’t intuitive. One of those is that it does not honor the ‘reverse balance accounts’ setting properly. You may notice that credit accounts are the reverse of what you expect when dealing with the budget. I think it may even treat them differently in the budget screen than it does in the budget report. Be sure to visit Bugzilla and read over any bugs assigned to the Budget Module to get an overview of possible issues you may encounter. You may also want to take a look at this thread about navigating the Budget using the keyboard: https://lists.gnucash.org/pipermail/gnucash-user/2018-August/079065.html Regards, Adrien > On Dec 13, 2018, at 12:32 AM, Peter088 wrote: > > Thanks Adrien. Much appreciated. You've solved that issue and I have more > I'm afraid. > > I'm defining a budget to be 12 1-month periods. The screen is only wide > enough to display 9. I don't see a scroll bar and tabbing doesn't seem to > move the display, nor do the arrows. I also don't seem to be able to adjust > the column widths, as I really don't need as much space as they've > allocated. Can you tell me how to modify the display please? For example, > is there a way to edit the labels on the budget periods? Can I shrink the > column widths. Is there a way to scroll left and right through the budget? > > > Also, I'm unclear how the filter works. The default filter selected all > account types. I'm only
Re: [GNC] Budget Issue
Thanks Adrien. Much appreciated. You've solved that issue and I have more I'm afraid. I'm defining a budget to be 12 1-month periods. The screen is only wide enough to display 9. I don't see a scroll bar and tabbing doesn't seem to move the display, nor do the arrows. I also don't seem to be able to adjust the column widths, as I really don't need as much space as they've allocated. Can you tell me how to modify the display please? For example, is there a way to edit the labels on the budget periods? Can I shrink the column widths. Is there a way to scroll left and right through the budget? Also, I'm unclear how the filter works. The default filter selected all account types. I'm only interested in Expenses, but when I cleared them all and selected only Expenses, all my accounts disappeared from view including the Expense accounts. I'm sorry to ask so many questions, but I can't find this stuff in the documentation. It doesn't seem to go to this level of detail. Perhaps there is another place to look? Thanks, Peter -Original Message- From: gnucash-user [mailto:gnucash-user-bounces+peter088=petermacdonough@gnucash.org] On Behalf Of Adrien Monteleone Sent: Thursday, 13 December 2018 12:27 PM To: Gnucash Users Subject: Re: [GNC] Budget Issue Peter, Did you not see my last reply to this issue concerning grid lines and blank child cells vs. parent cell totals? Also, no need to start a new thread on the same question. It will be hard for others to follow along and see what resolved it for you in the future. Regards, Adrien > On Dec 12, 2018, at 6:05 PM, Peter088 wrote: > > Hello, > > > > I'm a new user coming from Quicken. I'm trying to create a budget and have > the filters set to Show Unused and Show Zero Total accounts, but I cannot > see a lot of the expense accounts. I am still not seeing any cells/values > for the lowest nested level of each account. For example, > Expenses:Auto:Licensing shows an editable cell in the budget at the Auto > level even though there are no transactions in that account, but not at the > Licensing level. This is consistent across all the Expense accounts. > > > > Is there a way around this? > > > > Thanks, > > > > Peter > > ___ > 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. ___ 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] Budget Issue
Hello, I'm a new user coming from Quicken. I'm trying to create a budget and have the filters set to Show Unused and Show Zero Total accounts, but I cannot see a lot of the expense accounts. I am still not seeing any cells/values for the lowest nested level of each account. For example, Expenses:Auto:Licensing shows an editable cell in the budget at the Auto level even though there are no transactions in that account, but not at the Licensing level. This is consistent across all the Expense accounts. Is there a way around this? Thanks, Peter ___ 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] Budgeting
Hello, I'm a very new user coming over from Quicken. I'm trying to work out the budget feature. In trying to create a budget and following the instructions, I seem to only have the opportunity to budget for expenses (accounts) that have at least one transaction in them. How can I set up a budget for accounts that have not yet incurred any transactions? Thanks, Peter ___ 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.
