Re: [GNC] Installing 3.11 in Windows

[Stan Brown (using GC 2.6.19)]

Thanks to all the folks who have responded to this thread! I think I now
have a usable workaround for the inability to install multiple GC
versions in the same Windows computer.

On 2023-08-03 7:55 AM, Stan Brown (using GC 2.6.19) wrote:
> But telling you why I'm reluctant to use Vagrant has given me an
> idea. I don't need to set up multiple VMs, but rather snapshots of
> one VM.

Short version: a clone (as opposed to a snapshot) as I progress each
stage up the upgrade ladder. This preserves older versions of my data
files safely. Details are below, for those interested.

On 2023-08-03 9:36 AM, Kalpesh Patel wrote:
> Why not just clone that VM and call it a day? No fiddling, no nothing!
> Snapshots grow as more changes are made and there are performance
> penalty related to it, especially if they are nested which would be
> the case here. From my past experience in virtualization world, IMHO,
> snapshots are not efficient, especially for long term testing.
> Snapshots excel when taking current copy and then restoring back that
> copy if things go sideways but not to run as an actual live VM off of
> it. Run a clone -- clone cost more in terms of hard drive space but
> from performance perspective it is much better trade off.

At first I thought it wouldn't make much of a difference in my very
specialized use of this VM -- which will also be short term, not long
term, a matter of a few days at most. But on further reflection I think
cloning will probably be as simple or simpler. And even with cloning I
have the same ability to go back in time because I can always make a new
clone from the older version. (This depends on my not doing anything to
the first machine after I snapshot or clone it, but I wasn't planning to
anyway.) I do remember with VMWare, when I worked in an office,
snapshots seemed to drag down performance.

Luckily I have plenty of disk space, about 60 GB free in the partition
where I keep my virtual machine, a fast processor, and 16 GB RAM. The VM
uses only 12 GB, and I won't need to maintain more than two or three
clones at any one time.

On 2023-08-03 8:28 AM, Adrien Monteleone wrote:
> I was just about to suggest snapshots when I read this reply. If you
> want to stick with on OS for all machines, virtual or real and keep your
> infrastructure simple - that's what I would do.
> 
> Of course, those snapshots will deviate by more than just GC if you
> don't keep them all up to date regularly.

The only application on the VM is GC, and there are no Windows updates
because no Internet, so GC is the only potential divergence. I'm aware
of it, and during this process I'm planning to keep transactions on
paper only, then enter them at the end of the process. Not terribly
efficient, but minimizes confusion and gives me extra incentive to
finish the upgrade process.

> And if you're light on physical hardware resources or concerned about
> background services, check out BlackViper.

I'm aware of BlackViper and have used its recommendations for workaday
machines. I haven't noticed any performance issues on the current VM
that I've been using once or twice a month since last winter, so haven't
felt the need to tweak it.

On 2023-08-03 9:08 AM, Michael or Penny Novack wrote:
> But you may have some control where gnucash stores data. Not
> necessarily directly in you user home directory but optionally within
> a directory within your user home directory. And always remember, ...
> you could add another "ordinary user". The computer does not "know"
> that these two users are the same human.

Yes, I had thought about that. Windows 10 does not make it easy to
create a new user without that user having a Microsoft account, and it
would create a huge amount of cruft like "Downloads" and "Music" and so
forth. I might have put up with all that, but it was a non-starter
because GC's installer wouldn't let me specify an install location. I
may go that route after the upgrade, to separate my personal reports and
settings from the nonprofit's, but probably not.

Stan Brown
Tehachapi, CA, USA
https://BrownMath.com
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Re: [GNC] Installing 3.11 in Windows

[Stan Brown (using GC 2.6.19)]

On 2023-08-03 07:04, Kalpesh Patel wrote:
> Stan - if you have modern system then there should be enough
> resources to install VirtualBox to install OS instances and specific
> versions of GNC on each instance. That should isolate your
> functional 2.6.19 from others without stepping on each other. If you
> are somewhat knowledgeable of development side then you can use
> Vagrant (Open Source from Hashi Corp -
> https://developer.hashicorp.com/vagrant/intro) and bring down
> fully-built vanilla OS "box" from Vagrant Cloud
> (https://app.vagrantup.com/boxes/search) of your choice to use for
> conversion.

Thanks for the idea, but I'm unwilling to download a fully functional
operating system to put on a PC that I use for hours each day. Maybe I'm
being paranoid, but it just seems too easy to put spyware in such a VM.
I have no particular reason to think they did that, but in computing
it's best to consider not what you expect to go wrong but what could
possibly go wrong. Yes, I know the website says "open source", but
vetting a whole OS is a massive undertaking and who's going to do that?

I do have one VirtualBox VM on my desktop PC now. It's running a copy of
Windows 10 that I installed from an ISO downloaded from Microsoft.com.
No Internet, no USB, and the only file sharing is with one data
directory on the host machine. The only application the VM runs is GC
4.13, which was the latest available last winter when I set up the VM.
I'm on the board of a small nonprofit, and I use it to do their
bookkeeping, though I would like to move their data file to my real
machines. (My personal accounting is still at GC 2.6.19 on my desktop
and laptop.)

But telling you why I'm reluctant to use Vagrant has given me an idea. I
don't need to set up multiple VMs, but rather snapshots of one VM. On
the virtual machine, I can:
1. Snapshot the nonprofit's current setup as it already exists with GC
4.13 on the VM.
2. Uninstall GC 4.13 and install 2.6.21. Copy my personal 2.6.19 file,
with reports and settings, to the VM. Check and repair under 2.6.21,
verify that everything is okay, then freeze a snapshot.
3. Upgrade the VM to 3.11, check and repair, test, snapshot.
4. Ditto for 4.x, testing both my personal accounts file and the
nonprofit's file. (I'll have to think of a clear but simple naming
convention to distinguish personal saved reports from the nonprofit's
saved reports.)
5. Ditto for 5.x, checking both data files.
5. Finally, on the real machine, uninstall 2.6.19 and install 5.x, copy
both data files plus reports and settings from the VM, and heave a big
sigh of relief.

Stan Brown
Tehachapi, CA, USA
https://BrownMath.com
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Re: [GNC] Installing 3.11 in Windows

[Stan Brown (using GC 2.6.19)]

On 2023-08-02 19:42, David Carlson wrote:
> I guess I was either thinking of multi-boot systems or virtual machines
> when I said different user space.  If you use virtual machines, you can
> have many machines in one computer, but that requires a very powerful
> computer and lots of drive space to implement.

Like you, I thought about virtual machines. I principle they're
straightforward to set up, but in practice there are a lot of fiddly
details, like file sharing with part of the host machine. I'm actually
running 4.13 in a VM currently: when I set up bookkeeping for a
nonprofit last winter, that was the latest version. But there are
various nuisances associated with it. Still, I may have to do that if
there's no better way.

It's disappointing that the Windows installer doesn't let the user
choose the install location. That's a pretty standard install option for
Windows applications. When I get to 5.x, if that installer has the same
lack I'll file an enhancement request.

Stan Brown
Tehachapi, CA, USA
https://BrownMath.com
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Re: [GNC] Installing 3.11 in Windows

[Stan Brown (using GC 2.6.19)]

Thanks for the reply, David. Unfortunately I don't have the resources:
just a desktop and a laptop, both of which are used for production.

I'm not quite clear on your other suggestion, "in a different user space
on the same computer". In Windows, the default location for installs is
some subfolder of "C:\Program Files" for 64-bit programs, "C:\Program
Files (x86)" for 32-bit programs. Those are system-wide folders, not
part of any particular user's file space. The GC 3.11 installer seems
not to let me specify installing to say a GnuCash3 subfolder, and I
don't want to overwrite GC 2.6.19.

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

On 2023-08-02 16:12, David Carlson wrote:
> Stan,
> 
> If you have the resources, I think that the safest migration path would
> be to install the next level of GnuCash on a completely different
> computer or in a different user space on the same computer, and try it
> out on a separate test data file.
> 
> This avoids all the potential issues of cross contamination between sets
> of data, too.
> 
> On Wed, Aug 2, 2023 at 5:58 PM Stan Brown (using GC 2.6.19)
> mailto:stan%2...@fastmail.fm>> wrote:
> 
> After putting it off again and again, I'm finally ready to upgrade to a
> more recent version.
> 
> 1. I'm on 2.6.19 now. I know conventional advice is to upgrade to the
> last minor version of each major version in turn. Do I really need to
> upgrade to 2.6.21 before 3.11? If I really need to I will, but if it's
> not necessary I'd just as soon save the time.
> 
> 2. I'd like to have GC 2, 3, and 4 on my computer at the same time,
> installed to different directories of course, so that I can compare
> reports from those versions of my data file. But the Windows installer
> of 3.11 doesn't seem to offer a way to set the installation directory.
> Am I missing something, or will it truly install only to the default
> directory?
> 
> 3. If I'm planning to run GC in English only, can I safely un-tick the
> "Translation Files" item in the installer?
> 
> I looked at <https://wiki.gnucash.org/wiki/Installation
> <https://wiki.gnucash.org/wiki/Installation>> but it didn't
> help with #2 and #3. And <https://www.gnucash.org/docs.phtml
> <https://www.gnucash.org/docs.phtml>> doesn't
> have any documentation for 3.11 or any other 3.x.
> 
> -- 
> Stan Brown
> Tehachapi, CA, USA
> https://BrownMath.com <https://BrownMath.com>
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> 
> -- 
> David Carlson
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[GNC] Installing 3.11 in Windows

[Stan Brown (using GC 2.6.19)]

After putting it off again and again, I'm finally ready to upgrade to a
more recent version.

1. I'm on 2.6.19 now. I know conventional advice is to upgrade to the
last minor version of each major version in turn. Do I really need to
upgrade to 2.6.21 before 3.11? If I really need to I will, but if it's
not necessary I'd just as soon save the time.

2. I'd like to have GC 2, 3, and 4 on my computer at the same time,
installed to different directories of course, so that I can compare
reports from those versions of my data file. But the Windows installer
of 3.11 doesn't seem to offer a way to set the installation directory.
Am I missing something, or will it truly install only to the default
directory?

3. If I'm planning to run GC in English only, can I safely un-tick the
"Translation Files" item in the installer?

I looked at  but it didn't
help with #2 and #3. And  doesn't
have any documentation for 3.11 or any other 3.x.

-- 
Stan Brown
Tehachapi, CA, USA
https://BrownMath.com
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Re: [GNC] budget reports 'YTD' vs 'use accumulated amounts'

[Stan Brown (using GC 2.6.19)]

On 2023-07-19 09:25, Adrien Monteleone wrote:
> On 7/18/23 1:07 PM, larry johnston wrote:
>> Will 2.6.15 run on Windows 11? Can it still be downloaded?
> 
> First a direct answer:
> 
> I don't know, but I'm sure It doesn't hurt to try. Maybe someone with
> Win11 can try installing it to see and report back. (best I have is
> access to Win10)

I have 2.6.19, and it runs just fine on Windows 10 and 11. I can't
imagine 2.6.15 would be any different.

(I've been very short of time for months, and haven't had time to follow
through on my intention to move to 5.x.)

Stan Brown
Tehachapi, CA, USA
https://BrownMath.com
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Re: [GNC] In Praise of Excellent Features

[Stan Brown (using GC 2.6.19)]

On 2023-06-05 20:21, Tommy Trussell wrote:
> You probably already know you can choose the accounts by code when you're
> entering transactions.
> 
> I don't know when the codes became editable from the Accounts page.

Both of those features were present at least as long ago as 2.6.19. I
have often used codes in data entry, but I never knew we could edit the
codes in the Accounts window until I tried it just now, out of curiosity.

So even if not all the features the OP listed are actually new, they are
certainly new to some users!

-- 
Stan Brown
Tehachapi, CA, USA
https://BrownMath.com
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Re: [GNC] Account Summary Report Question

[Stan Brown (using GC 2.6.19)]

On 2023-05-19 07:13, Chris Ledbetter via gnucash-user wrote:
> I’m getting a feel for the reports section and I pulled up Account
> Summary.  Is there a way for the reports to fill in, what I think is,
> missing information or is that how this type of report works?  For
> example, I think it would be more helpful for me if the Assets and
> Current Assets are filled in and not 0.00. 

Edit » Report Options is your friend.  For your specific question,
within report options it's Display » Parent account balances. The
default is "Account Balance", which of course is zero for a placeholder.
You want to change that to "Subtotal".

I'm using an older version, so the exact wording in the option dialog
might vary slightly.

Stan Brown
Tehachapi, CA, USA
https://BrownMath.com
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[GNC] Finding older GC versions (was Re: Turn of drop list ...)

[Stan Brown (using GC 2.6.19)]

On 2023-05-05 06:42, Geert Janssens wrote:
> The releases on the other hand are found on flathub. And while not obvious 
> from their website you can install older versions from there as well from the 
> command line.
> 
> Our wiki explains how you can do this:
> https://wiki.gnucash.org/wiki/Flatpak#Getting_Older_Releaseses

On Windows, I need to install 2.6.21, 3.11, 4.14, and finally 5.1 to
bring myself up to date. I tried to find a similar page for Windows, but
couldn't. Maybe I was unlucky in my choices of search terms.

This page seems to have old versions for multiple operating systems:

Am I right in assuming that the *setup*exe files are the correct
installers for Windows?

Stan Brown
Tehachapi, CA, USA
https://BrownMath.com
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Re: [GNC] Locking the side bar items

[Stan Brown (using GC 2.6.19)]

On 2023-04-12 09:29, Adrien Monteleone wrote:
> Many browsers (if not all) long ago removed the 'close tab' button from
> their toolbars because they had moved this function to each individual
> tab. Perhaps it is time for GnuCash to do so as well?

Toolbars got individual close buttons long, long ago. They're in 2.6.19,
even. I'm guessing that, as I've done also, you un-ticked the
Preferences » Windows item to show those close buttons? (I haven't
installed 5.0 yet,but it's the same preference in 4.13 as in 2.6.19.)

So the only change would be to remove the Close button from the top of
the client portion of the GC window. ("Client portion", in Windows
anyway, is the part inside the frame and the minimize/maximize/quit
buttons.)

Stan Brown
Tehachapi, CA, USA
https://BrownMath.com
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Re: [GNC] New GnuCash file and importing Chart of Accounts

[Stan Brown (using GC 2.6.19)]

On 2023-04-11 15:50, Jay Bouxsein wrote:

> I am running version 2.6.7.

Wow! That's older even than my version, 2.6.19.

> I have worked with my accountant to use GnuCash to assist him in
> preparing end of year tax returns and he has suggested that I open 
> new books at the beginning of each new year.
I don't know why your accountant recommended that, as it's extra work.
One alternative would be simply to make a copy of the file at year-end
and archive that copy. But that's not what you were asking about, so ...

> Basically I want to create a new GnuCash file for tax year 2023 and
> export into it the Chart of Accounts used by my 2022 GnuCash file.
> Not the data, just the Chart of Accounts.
1. In the old file, create a balance sheet report. You'll need it in
step 5, so print it or export it to HTML or something.

2. Click File » Export » Export Account Tree to CSV.

3. Click File » New File. You should see all tabs except Accounts
disappear, and that one will be empty.

4. Click File » Import » Import Accounts from CSV.

5. Enter a transaction to make all the starting balances in the new file
match the ending balances from the old file, referring to the report you
saved in step 1.

Stan Brown
Tehachapi, CA, USA
https://BrownMath.com
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Re: [GNC] Two versions, same computer

[Stan Brown (using GC 2.6.19)]

On 2023-03-20 18:55, Stan Brown (using GC 2.6.19) wrote:
> One question: am I missing something, or are the word/icon buttons for
> Save-Close-Duplicate-Delete and so on completely gone from 4.13?

Silly me! Those buttons are context dependent, so it was normal that I
not see them till I get into the accounts panel or start entering
transactions.

Stan Brown
Tehachapi, CA, USA
https://BrownMath.com
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Re: [GNC] Two versions, same computer

[Stan Brown (using GC 2.6.19)]

Thanks for the feedback, David.

While I was waiting for replies, I looked into VirtualBox. It's a lot
more polished and easier to use than the last time I used it, several
years ago. I was worried about how to run Windows in a guest machine,
since I have just the one product key in my host machine, but this very
good video showed me how I could install a Windows 10 guest OS without a
product key:

<https://www.youtube.com/watch?v=1XFa_2cKzuk>

So I went ahead and installed 4.13 and have started creating the chart
of accounts.

One question: am I missing something, or are the word/icon buttons for
Save-Close-Duplicate-Delete and so on completely gone from 4.13?

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

On 2023-03-20 17:33, David Carlson wrote:
> As an experienced user of VirtualBox, I would say that your use case is
> exactly what VirtualBox is best for,  ie temporary computer needs.  The
> main requirement is having enough RAM and cpu's to share with your other
> programs.
> 
> On Mon, Mar 20, 2023, 3:21 PM Stan Brown (using GC 2.6.19)
> mailto:stan%2bgnuc...@fastmail.fm>> wrote:
> 
> I apologize for asking a question that must have been asked before, but
> I couldn't turn up answers by googling or in the archives.
> 
> Can GC 4.13 coexist on the same Windows 10 machine with GC 2.6.19? They
> would be accessing separate data files in separate folders, and would
> not be executing simultaneously, but I worry about preferences, reports,
> most-recently-used file lists, and anything else that might get stored
> in the System Registry or a fixed location.
> 
> It might be helpful to explain my use case.
> 
> I'm on the board of a small nonprofit. Our longtime volunteer bookkeeper
> is bowing out, and the treasurer who will have to take over the
> bookkeeping doesn't have experience with any accounting software. We
> have an average of just a couple of dozen transactions a month, and the
> reports we need are just the standard income statement and balance
> sheet, plus transaction reports for the Income:Donors and
> Expenses:Musician Fees accounts. There's no need for the software to
> print checks or 1099 tax forms (we must file one 1099 for each
> non-employee we make payments to), though that would be a nice plus.
>     I want to put together a chart of accounts and the transactions for
> the year to date in GC 4.13. If the treasurer feels comfortable with
> entering transactions and pulling reports, I will install everything for
> the nonprofit to her computer. All of that will be in the 4.13 and only
> that version.
>     But I'm keeping my own books on my computer, and they're in GC
> 2.6.19 and only 2.6.19 for now. (I know it's necessary to upgrade in
> phases and I'm not ready to do that now.)
> 
> I suppose I could install a virtual machine for running 4.13, but that
> seems like a lot of work for a short-term need. Another possibility is
> the portable 4.13 install at
> <https://portableapps.com/apps/office/gnucash_portable
> <https://portableapps.com/apps/office/gnucash_portable>>
> but I remember some discussion in this list about some reasons not to
> use that.
> 
> Can I install 4.13 on my current machine without it and 2.6.19
> interfering with each other, provide that they don't run simultaneously
> or use the same saved reports?
> 
> -- 
> Stan Brown
> Tehachapi, CA, USA
> https://BrownMath.com <https://BrownMath.com>
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[GNC] Two versions, same computer

[Stan Brown (using GC 2.6.19)]

I apologize for asking a question that must have been asked before, but
I couldn't turn up answers by googling or in the archives.

Can GC 4.13 coexist on the same Windows 10 machine with GC 2.6.19? They
would be accessing separate data files in separate folders, and would
not be executing simultaneously, but I worry about preferences, reports,
most-recently-used file lists, and anything else that might get stored
in the System Registry or a fixed location.

It might be helpful to explain my use case.

I'm on the board of a small nonprofit. Our longtime volunteer bookkeeper
is bowing out, and the treasurer who will have to take over the
bookkeeping doesn't have experience with any accounting software. We
have an average of just a couple of dozen transactions a month, and the
reports we need are just the standard income statement and balance
sheet, plus transaction reports for the Income:Donors and
Expenses:Musician Fees accounts. There's no need for the software to
print checks or 1099 tax forms (we must file one 1099 for each
non-employee we make payments to), though that would be a nice plus.
I want to put together a chart of accounts and the transactions for
the year to date in GC 4.13. If the treasurer feels comfortable with
entering transactions and pulling reports, I will install everything for
the nonprofit to her computer. All of that will be in the 4.13 and only
that version.
But I'm keeping my own books on my computer, and they're in GC
2.6.19 and only 2.6.19 for now. (I know it's necessary to upgrade in
phases and I'm not ready to do that now.)

I suppose I could install a virtual machine for running 4.13, but that
seems like a lot of work for a short-term need. Another possibility is
the portable 4.13 install at

but I remember some discussion in this list about some reasons not to
use that.

Can I install 4.13 on my current machine without it and 2.6.19
interfering with each other, provide that they don't run simultaneously
or use the same saved reports?

-- 
Stan Brown
Tehachapi, CA, USA
https://BrownMath.com
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Re: [GNC] Help with downloading transactions.

[Stan Brown (using GC 2.6.19)]

On 2023-03-19 08:26, Kalpesh Patel wrote:
> In the US I highly recommend that you look into placing security freeze on
> your credit files and at ChexSystems at minimum, which now is free for
> everyone unlike in the past where you were charged fee for it. 

Excellent advice. (Thanks for mentioning ChexSystems; I had not thought
to freeze my record there too.)

Not only is the freeze free, but temporarily lifting it, when you
yourself are actually applying for a mortgage or other credit somewhere,
is also free. (At least that's true for credit bureaus; I don't know if
ChexSystems operates under the same rules.)

The bad news is that you have to do it at all of the credit bureaus; one
will not communicate news of a freeze to the others.

To save you some searching, here are the URLs:









Stan Brown
Tehachapi, CA, USA
https://BrownMath.com
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Re: [GNC] Help with downloading transactions.

[Stan Brown (using GC 2.6.19)]

On 2023-03-16 09:17, Steve Brown wrote:
> I've been using ofxget from ofxtools to download from my banks and
> broker. So long as your bank has a functioning OFX server, it should
> work.
> 
> There is a website with a comprehensive list of OFX server status at
> https://www.ofxhome.com/

Like so many online lists, it seems to suffer from not being kept up to
date. It includes the Vanguard group, but the URL given just gets an
error message. As I recall, someone here posted a couple of weeks ago
that Vanguard no longer supports OFX.

Stan Brown
Tehachapi, CA, USA
https://BrownMath.com
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Re: [GNC] Schedule transaction for 2 Wednesday?

[Stan Brown (using GC 2.6.19)]

On 2023-03-09 21:11, ToddAndMargo via gnucash-user wrote:
 Just posted:
> 
> RFE: allow for scheduled transitions 2nd weekdays
> https://bugs.gnucash.org/enter_bug.cgi?product=GnuCash

You might want to remove that. See my reply of a couple of minutes ago.
Adrien is very knowledgeable, but in this case I think he missed the boat.

How do I know this feature is available? Because I use it. My Social
Security check comes the 4th Wednesday of each month, and I have a
scheduled transaction to record that. (I don't have an end date; instead
I just edit the amounts once a year.)

It could be that the feature was removed in newer versions of GC, but
that seems unlikely to me.

On 2023-03-09 21:19, ToddAndMargo via gnucash-user wrote:
> Hi Stan,
>
> If the 1st is a Wednesday, then the 2nd W would be
> the 8th.
>
> But if the 1st was a Thursday, then the second
> W would be the 13th, so picking the day of the
> week is not helpful.  So I picked the 14th.
> Six day late at the worst.

But why pick a wrong date six times out of seven, when you have the
ability to pick the right date every time? You quoted my note, but it
looks like you didn't try the procedure that will give you exactly the
second Wednesday of the month, every month.  Here it is again, slightly
edited:

In the scheduled transaction editor, on the Frequency tab, select
Frequency: Monthly and Every _1_ months. Then click the drop-down arrow
for "On the" and scroll, scroll down till you get the options for 1st,
2nd, 3rd, 4th occurrence in each month of your chosen day of the week.
It's a very long list, so you have to scroll pretty far.

Stan Brown
Tehachapi, CA, USA
https://BrownMath.com
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Re: [GNC] Schedule transaction for 2 Wednesday?

[Stan Brown (using GC 2.6.19)]

On 2023-03-09 20:38, ToddAndMargo via gnucash-user wrote:
> Hi All,
>
> Fedora 37
> gnucash-4.13-1.fc37.x86_64
>
> How do I set up a scheduled transaction to go off
> the second Wednesday of the month?

In the scheduled transaction editor, on the Frequency tab, select
Frequency: Monthly and Every _1_ months. Then click the drop-down arrow
for "On the" and scroll, scroll down till you get the options for 1st,
2nd, 3rd, 4thg of the month for each of the seven days of the week.

I have GC 2.6.19, but I doubt this has changed too much in later versions.

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


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Re: [GNC] credit account negative balance increases with payment

[Stan Brown (using GC 2.6.19)]

Thanks for confirming that you selected Reverse Balance Accounts: Credit
Accounts. That's the setting I use, so I can speak confidently about how
GC works in our case.

I'm assuming (I think we all are) that when you created the account and
entered your opening balance, you owed money on the credit card or
perhaps had a zero balance. Please confirm whether that's accurate.

Someone asked if perhaps you initially made an error by entering the
opening balance as a negative rather than a positive. Is that a possibility?

Look at that account's register, scroll up to the top if necessary, and
look at the very first entry. If you owed money on that credit card when
you started with GC, the first entry should have a positive number in
the Credit (middle) column of the three money columns, and the Balance
(third) column should also be positive.

If you see a positive balance in the Debit (first) money column and also
in the Balance (third) column, something is very wrong and I can't
advise you. I think that's pretty darned unlikely, and I'm mentioning it
only for completeness.

If you see a positive balance in the Debit (first) money column and
negative balance in the third column, there's your problem. There are
two ways to fix this.

(option A) Delete the number from the Debit column and put (still as a
positive) in the Credit column. That will of course put your books out
of balance by double the amount, which you'll need to fix. If you don't
see all the splits of the transaction, click Split in the menu at the
top of the GC window, then figure out what the reversing entry should be
and edit accordingly. Run a balance sheet to make sure everything is in
balance now.

(option B) The conservative practice would be to make an adjusting entry
as of today. Assuming the opening balance was -123.45, the entry would be:
Description: Correct opening balance of _ credit card, entered
backward by mistake
Debit to Equity:main Equity account: 246.90 (double the opening balance)
Credit to Liabilities _ credit card account 246.90
The numbers will still be wrong from the start to yesterday, but there
will be no question about what haoppened and how you fixed it.

HOW TO CHOOSE: Some people don't like changing historical records, and I
see their point because it can make changes harder to track. Also, with
the old pen-and-ink bookkeeping, which GC generally emulates, prior
entries couldn't be changed. If these books are just for your own use,
tracking is less of an issue because I daresay after all this kerfuffle
you'll remember what you did. But a real accountant would most liklely
choose option B even so.

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

On 2023-03-06 08:09, Custom Shots wrote:
> In GnuCash Preferences: Accounts: Reverse Balance Accounts: Credit Accounts
> is selected. That shows amounts owed as negative numbers.
> After adjusting settings as others have suggested, I have seen another
> anomaly. This is happening with only one credit account. I have four credit
> accounts. The other three are working properly. This one in question is the
> only one that is incorrect. I am attaching a screenshot of the register as
> it is after changing settings. Like this or with reverse balance accounts
> credit selected the balance should go down after a payment. It doesn't it
> goes up. Even with negative numbers, the negative balance owed goes up
> meaning I owe more after a payment.
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Re: [GNC] Interest Income

[Stan Brown (using GC 2.6.19)]

Thanks -- glad to be of help!

I should just save it as a file rather than rewriting it from scratch
every time, because as you can probably guess, it's a frequently asked
question.

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

On 2023-02-20 14:26, Abe Sternberg wrote:
> Excellent definition.  I know all the theory, but translating it into
> transactions isn't always easy for me.  I like the way you put it.
> 
> Thanks,
> Abe
> 
> On 2/20/2023 16:25, Stan Brown wrote:
>> On 2023-02-20 12:16, Abe Sternberg wrote:
>>> I understand that part.  If I buy clothes, I debit (-) the checking
>>> account and credit the clothes (+) account.  It is when things are not
>>> obvious or go to something like an equity account that I am totally
>>> at sea.
>> I think you mean you _credit_ the checking account (which does indeed
>> reduce it) and _debit_ the clothes account (which does indeed increase
>> it). Your checking account is an asset, and your clothing is an expense
>> (assuming you're not the business of selling clothes).
>>
>> Bookkeeping should not scare you. But as with learning anything new,
>> there's always a certain amount of memorization. Here it is:
>>
>> 1. ASSETS and EXPENSES: a debit increases them, a credit decreases them.
>> 2. LIABILITIES, EQUITY, and INCOME: a debit decreases them, a credit
>> increases them.
>> 3. The total of all debits in the books must equal the total of all
>> credits. The way you accomplish this is by ensuring that total debits
>> always equal total credits in each transaction.
>> 4. (implied by 1 and 3):
>> ASSETS + EXPENSES = LIABILITIES + EQUITY + INCOME.
>> People have their favorite versions of this equation, but any valid
>> version can be transformed to any other, simply by moving one or more
>> items to the opposite side of the equation and changing their sign. Thus:
>> ASSETS = LIABILITIES + EQUITY + (INCOME = EXPENSE)
>> ASSETS - LIABILITIES - EQUITY - INCOME + EXPENSE = 0
>> etc.
>>
>> Credit-card accounts and checking or savings accounts can be problematic
>> until you get used to them, because the bank's vocabulary is exactly
>> opposite to yours.
>>
>> When you make a purchase with a credit card, your account is charged
>> (debited) on the bank's books, but you have increased your liability, so
>> you post a credit to your credit-card account on your books.
>>
>> When you make a payment to your credit-card account from your checking
>> account, on your books that is a debit to your credit card (reducing
>> your liability) and a credit to your checking account (reducing an
>> asset). On the bank's books, it's exactly opposite.
>>
>> My suggestion is, get BOOKKEEPING FOR DUMMIES or a similar book from the
>> library and read through it, pausing as need be to work through the
>> examples. (The "Dummies" label is quite insulting, but in my experience
>> the books themselves have been well done.)
>>
>> Stan Brown
>> Tehachapi, CA, USA
>> https://BrownMath.com
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Re: [GNC] Is GnuCash.org down (Monday, 2/13/2023, 7:20PM PST)

[Stan Brown (using GC 2.6.19)]

A useful site to bookmark for questions like this is "Down for Everyone
or Just Me":

https://downforeveryoneorjustme.com/

Stan Brown
Tehachapi, CA, USA
https://BrownMath.com
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Re: [GNC] Credit/Debit vs Withdrwal/Deposit

[Stan Brown (using GC 2.6.19)]

That depends.

To you, your bank account is an asset. Debits increase assets and
credits reduce them, so a deposit is a debit and a withdrawal is a
credit -- to you.

To the bank, your account is a liability: money that they are holding
but do not own and must one day repay. Debits decrease liabilities and
credits increase them, so a withdrawal is a debit and a deposit is a
credit -- to the bank.

It's similar with credit-card accounts, by the way, except that the
situation is reversed: the account balance is a liability to you and an
asset to the bank. So a "credit", for instance when you make a payment
or return an item, is indeed a credit to the bank (because it reduces an
asset) but it's a debit to you (because it reduces a liability). A
"charge" or "debit" increases your account balance and therefore is a
debit to the bank but a credit to you.

Debits increase Assets and Expenses; credits reduce them.
Debits reduce liabilities, equity,and income; credits increase them.

I'm pretty sure there's a longer explanation in the Tutorial and
Concepts manual, but that's the short version.

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

On 2023-02-05 12:50, King Mak wrote:
> Good day,
> 
> How does one change the word Debit and Credit to Withdrawal and Deposit?
> 
> Thank you
> 
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Re: [GNC] Move files

[Stan Brown (using GC 2.6.19)]

On 2023-02-04 11:44, Fred Tydeman wrote:
> Is there a way to clear the list of recently used files (MRU list) ?

In Windows, it's in the System Registry at
Computer\HKEY_CURRENT_USER\SOFTWARE\GSettings\org\gnucash\history

I don't know what that corresponds to in Linuxland.

Stan Brown
Tehachapi, CA, USA
https://BrownMath.com
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Re: [GNC] Move files

[Stan Brown (using GC 2.6.19)]

Re-sending because "Reply" went to the individual rather than the list.
"Reply" usually goes to the list, so I'm off my guard and sometimes
forget to check if that's not working on a particular email.

It sure would be nice if every message from the listserver had a
Reply-To header, but I seem to recall there's some reason why that
wasn't considered optimal.

> On 2023-02-04 11:25, Fred Tydeman wrote:
>> I am running GnuCash 4.13 on Linux.
>> Will I run into problems if I move some of my files (books) to another
>> directory?
>>
>> I had been creating test files in the same directory as my real file.
>> I want to move all of the test files to another directory.

On 2023-02-04 11:32, Stan Brown (using GC 2.6.19) wrote:
This has been answered a zillion times, in one form or another. GC is
just fine with your moving data files, but the _user_ may get confused
because the list of recently used files (MRU list) shows only the name,
not the location.

If you do File » Save As, the file will show up in GC's MRU list, but
depending on how long that list is there may be a second, "orphan" entry
for the old location.

If you use your operating system to move the files, of course the MRU
list won't be updated, but as you say these are test files that probably
doesn't matter.

Stan Brown
Tehachapi, CA, USA
https://BrownMath.com
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Re: [GNC] Adding new accounts

[Stan Brown (using GC 2.6.19)]

On 2023-02-04 11:31, Gyle McCollam wrote:
> I tried "check and repair".  It ran for a while and then Windows said Gnucash 
> was not responding.

That doesn't necessarily mean that the program has stopped working. Use
Task Manager (Ctrl+Shift+Esc) to see whether it is still using CPU and
disk resources.

-- 
Stan Brown
Tehachapi, CA, USA
https://BrownMath.com
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Re: [GNC] Deleting split, specifying one expense account [FIXED]

[Stan Brown (using GC 2.6.19)]

On 2023-01-28 13:34, Liz Dodd wrote:
> On occasions Gnucash refuses to delete a split which is not the
> anchoring split to the register.
> I see it about twice a year, I have never chased down the cause, and
> find it easiest to Jump to another register and remove the split
> I don't want from there.

I have seen the same thing on rare occasions, and like you I never
tracked down why. But that's my reason for suggesting to Rich that he
use the General Ledger in such cases. As far as I know, nothing is ever
anchored _there_.

Stan Brown
Tehachapi, CA, USA
https://BrownMath.com
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Re: [GNC] Deleting split, specifying one expense account

[Stan Brown (using GC 2.6.19)]

On 2023-01-28 08:11, Rich Shepard wrote:
> This used to work for me, but not today.
> 
> The last transaction in the checking account for groceries was entered as a
> split because I took cash back (which displays in the cash register). Now I
> have a cash groceries transaction, but gnucash won't let me delete the
> split
> and enter only the credit for the groceries account.
> 
> What am I doing incorrectly?

I don't know the answer to that question, but I can tell you the
workaround that I use in similar situations.

Instead of deleting the split in the Groceries account register, do it
in the General Ledger. In my GC menu it's the item Tools » General
Ledger, but possibly it's a different menu item in your version.

Don't use a Reports menu item; that won't let you edit any transactions.

Stan Brown
Tehachapi, CA, USA
https://BrownMath.com
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Re: [GNC] Is it reasonable to have sub-accounts under Equity:Fixed Assets?

[Stan Brown (using GC 2.6.19)]

On 2023-01-17 13:53, Liz Dodd wrote:
> On Tue, 17 Jan 2023 17:47:13 -
> "Fred Bone"  wrote:
> 
>> While you could use SXs, given that you (presumably) know exactly
>> what the depreciation schedule is for each item, you could equally
>> well enter all the future amounts now. It's arguably simpler than
>> setting up the SXs.
> 
>  +1
> As every item can belong on a different depreciation schedule I do them
> all after purchase until value zero, then I am not trying
> to work out which percentage or any other variable in the future. I
> just note my method so that the accountant can check I was choosing the
> correct rate.

+1 to both

If I recall correctly, the OP said that he doesn't need to submit
depreciation for individual assets to the authorities, only an
aggregate. If that's correct, I would consider a spreadsheet, which will
be faster than entering transactions.

Stan Brown
Tehachapi, CA, USA
https://BrownMath.com
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Re: [GNC] Is it reasonable to have sub-accounts under Equity:Fixed Assets?

[Stan Brown (using GC 2.6.19)]

On 2023-01-17 15:12, David Cousens wrote:
> When you depreciate an asset each depreciation event is a write off of part 
> the
> value of the asset to the appropriate expense account (credit to asset 
> account-
> debit to expense account). It is completely written off when its book value as
> an asset reaches zero

For "reaches zero" read "reaches its salvage value". For some assets,
salvage value is nil or as close as makes no matter; for others,
vehicles for example, it can be substantial.

And as you observed, the rules are most likely set by the tax
authority(ies).

Stan Brown
Tehachapi, CA, USA
https://BrownMath.com
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Re: [GNC] Scheduled Transactions Question

[Stan Brown (using GC 2.6.19)]

That may have been me. I'm running 2.6.19, and I could swear that I
tried a scheduled transaction over a year ago, and I got prompted
multiple times.

When I posted about that again a few days ago, I tried again and found
that I had misinterpreted what I was seeing on screen. In fact, GC was
simply putting up the one and only prompt again because after entering
the amount I clicked OK instead of using Tab to commit the amount.

David T,
After you enter the value of your variable, don't click OK but use Tab
or Enter to commit the amount, and you should get only the one prompt.
You may have to experiment a bit -- it may be that whether you use Tab
or Enter depends on which version of GC you're using.

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

On 2023-01-13 14:33, David Carlson wrote:
> I do recall this same issue came up in another thread and I thought there
> was already a solution mentioned,  but it is really difficult to search for
> it on a phone .
> 
> Perhaps someone else remembers where to find it?

>>> On Fri, Jan 13, 2023, 10:49 AM David T. via gnucash-user <
>>> gnucash-user@gnucash.org> wrote:
>>>
 Gnucash 4.13 Windows 10. Long time user.

 I am trying out using a variable in a scheduled transaction for the
 first time, and it's not behaving the way I expect. I am creating a
 multi-entry transaction that transfers a single amount between two pairs
 of accounts. in other words:

 DB Checking TOTALAMT
 CR Asset TOTALAMT
 CR Income A TOTALAMT
 DB Income B TOTALAMT

 [This is testing out how to create a transaction to track an IRA
 distribution]

 I expect GnuCash to prompt me for the TOTALAMT figure once when the
 transaction is created, but GnuCash prompts me for *each* TOTALAMT entry
 in the transaction (i.e., four times). Is there a way to have just one
 request that gets assigned four times?
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Re: [GNC] Recommended Method of Entry for IRA Distributions

[Stan Brown (using GC 2.6.19)]

On 2023-01-12 21:08, Stan Brown wrote:
> And speaking of distributions, did you miss the note I posted at 11:33
> this morning (Pacific time)? I really don't know why you have no choice
> about having withholding taken from an IRA distribution. You can
> _choose_ to do it, or you can file estimated taxes, or maybe your income
> is low enough that you don't even need to do that. But -- unless the
> money is going outside the United States -- you have a _choice_ about
> whether to have withholding. I gave citations and quotes from the IRS
> website.

Sorry -- I got confused about who said what, and this part should have
been directed to Milton Stern rather than R Losey. And Milton Stern
actually did acknowledge -- I saw the email come in after I had sent this.

Stan Brown
Tehachapi, CA, USA
https://BrownMath.com
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Re: [GNC] Variables in Scheduled transactions

[Stan Brown (using GC 2.6.19)]

> On 1/7/23 12:23 PM, Stan Brown (using GC 2.6.19) wrote:
>> Update -- 2.6.19 does prompt only once per variable, after all.
>>
>> I thought it did, because, when the transaction fires, the UI for
>> prompting for an amount and accepting is pretty confusing (to me,
>> anyway). I entered the amount and clicked the OK button, but was
>> immediately prompted again for the same variable. By
>> experimentation I found that I have to press Enter after entering
>> the amount, and _then_ click OK. (I'm using 2.6.19, so maybe the
>> interface is a little clearer in later versions.
On 2023-01-07 15:04, Adrien Monteleone wrote:
> Glad to hear you got it squared away.
> 
> I'm not sure if this has to do with my SX preferences, but I no longer
> get a pop-up window for variables. There is an entry field in the Since
> Last Run dialog to enter them. (which I have to Tab out of to commit)
> That may have been implemented after 2.6.19 though. I haven't used
> variables in several years to notice when the change happened.

Not quite sure what you're seeing, or whether I see the same thing, but
there is a field in the dialog that pops up when I click Since Last Run.

But to commit that amount, I have to press Enter. When I enter an amount
in that field and press Tab, _another_ field opens in the dialog, lower
down, but the amount I enter there seems to just get thrown away.

I'm not asking for any kind of troubleshooting on this, because I now
know how to commit the values of variables. I'm just responding to let
you know that the value field in Since Last Run dates back at least to
2.6.19, though some details may differ from the present UI.

Stan Brown
Tehachapi, CA, USA
https://BrownMath.com
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Re: [GNC] Variables in Scheduled transactions

[Stan Brown (using GC 2.6.19)]

Update -- 2.6.19 does prompt only once per variable, after all.

I thought it did, because, when the transaction fires, the UI for
prompting for an amount and accepting is pretty confusing (to me,
anyway). I entered the amount and clicked the OK button, but was
immediately prompted again for the same variable. By experimentation I
found that I have to press Enter after entering the amount, and _then_
click OK. (I'm using 2.6.19, so maybe the interface is a little clearer
in later versions.)

Now that I understand how the interface works, I have set up my mortgage
payment transaction as described below, and tested it successfully with
"Since Last Run".

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

On 2023-01-05 08:38, Stan Brown wrote:
> 
> On 2023-01-05 02:17, Adrien Monteleone wrote:
>> Are you using GnuCash 4.13?
>>
>> I just tested this and I only get one prompt.
>>
>> Regards,
>> Adrien
>>
>> On 1/4/23 10:53 PM, Stan Brown wrote:
>>> Debit: Liabilities:Mortgage Principal  900-intamt
>>> Debit: Expenses:Mortgage Interest  intamt
>>> Credit:Assets:Bank Account 900.00
>>>
>>> I would like to be prompted for the interest due when the transaction
>>> fires, and then have GC compute the principal as 900.00 minus interest.
>>> But GC prompts me twice.
> 
> I'm sorry, I should have mentioned that I'm using 2.6.19. Sounds like
> this was fixed in a later version. Thanks for letting me know.
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Re: [GNC] Where do I set the "Accounting Period" for reports?

[Stan Brown (using GC 2.6.19)]

> On 1/6/23 2:41 PM, Stan Brown wrote:
>> I don't think there's a global setting for time period in reports. It
>> would be nice if there were -- why not enter an enhancement request?


On 2023-01-06 13:13, Adrien Monteleone wrote:
> There already is such a preference. It is the very first preference on
> the first tab.
>
> Most reports (certainly annual ones) default to 'beginning of
accounting period' and 'end of accounting period'.


Ah, right. The preference is labelled "Accounting period" and when I set
up all my preferences I didn't connect that in my mind with reports. But
I agree that reports seem to default to "accounting period", so the
preference you mention is a de facto global setting.

Or at least it would be, if I hadn't set all my reports to last year or
last month or this year or this month. :-) I'll go and change the
reports' options (back) to "accounting period" when I get a chance.

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