Re: [GNC] 3.5, transfers between accounts of different currencies, setting the exchange rate

2019-06-05 Thread rmomxtx
Adrian,

 

Seems to be working now. Not sure why though. I went to Tools/Price
Database/Currencies and added today's rate to both MXN and USD. The
historical record of exchange rates was there so I assume 3.5 transferred
that data over from the update. Took two or three tries transferring from
USD to MXN to get the transfer to register correctly. If I changed the
amount in the MXN account it would change the dollar amount to match an
older exchange rate. Then suddenly it decided to work. The exchange window
popped up and we were back in business.

 

I didn't understand the value of this popup window before. At first found it
annoying, but now am glad for that feature.

 

I did not know about the exchange rate block in the transfer window. Nice.
Probably use it in the future.

 

Thanks,

Roger

 

Message: 5

Date: Wed, 5 Jun 2019 16:21:19 -0500

From: Adrien Monteleone mailto:adrien.montele...@lusfiber.net> >

To: GnuCash mailto:gnucash-user@gnucash.org> >

Subject: Re: [GNC] 3.5, transfers between accounts of different

    currencies, setting the exchange rate

Message-ID: mailto:bde3f753-42f4-453b-8380-6fba917d4...@lusfiber.net> >

Content-Type: text/plain; charset=utf-8

 

Roger,

 

I just did a test transaction. It worked as expected.

 

I entered a transaction with a credit to a USD based asset account and a
debit of equal value to an XAG based account. A pop-up window asking for the
exchange rate appeared.

 

I also used the ?Transfer? button on the toolbar which includes the exchange
rate fields at the bottom.

 

What OS are you using? (I tested on MacOS Mojave)

 

Regards,

Adrien

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Re: [GNC] 3.5, transfers between accounts of different currencies, setting the exchange rate

2019-06-05 Thread Adrien Monteleone
Roger,

I just did a test transaction. It worked as expected.

I entered a transaction with a credit to a USD based asset account and a debit 
of equal value to an XAG based account. A pop-up window asking for the exchange 
rate appeared.

I also used the ’Transfer’ button on the toolbar which includes the exchange 
rate fields at the bottom.

What OS are you using? (I tested on MacOS Mojave)

Regards,
Adrien

> On Jun 5, 2019, at 2:53 PM,   wrote:
> 
> In previous versions of GnuCash, a transfer between accounts of different
> currencies always opened a window before recording that allowed you to set
> the exchange rate. In 3.5 that window doesn't appear so the transfer is
> recorded at the last exchange rate. I can't find a setting to restore this
> action or where to set the exchange rate. Since the exchange rate fluctuates
> day-to-day, that popup window is very handy. Is it gone forever? If not, how
> do I get it back? Barring that option, how do I change the exchange rate? 
> 
> 
> 
> Intermediate solution is to change the amount in the accounting entry.
> 
> 
> 
> Thanks much,
> 
> Roger

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[GNC] 3.5, transfers between accounts of different currencies, setting the exchange rate

2019-06-05 Thread rmomxtx
In previous versions of GnuCash, a transfer between accounts of different
currencies always opened a window before recording that allowed you to set
the exchange rate. In 3.5 that window doesn't appear so the transfer is
recorded at the last exchange rate. I can't find a setting to restore this
action or where to set the exchange rate. Since the exchange rate fluctuates
day-to-day, that popup window is very handy. Is it gone forever? If not, how
do I get it back? Barring that option, how do I change the exchange rate? 

 

Intermediate solution is to change the amount in the accounting entry.

 

Thanks much,

Roger

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