Re: [GNC] reports

2024-03-02 Thread Glenn Serre
Good morning Dennis, You could export your checking account transactions to csv for import by excel using one of the File,Export options. I used to use this to send transactions to my accountants. The export is modestly labor-intensive, though, so recently I wrote a short python program to autom

Re: [GNC] Moving from Quicken

2024-01-09 Thread Glenn Serre
Good morning Barry, Regarding entering transactions into gnucash: I import QFX files that I download monthly. I migrated from Quickbooks and Quicken more than a decade ago (I last ordered Quicken in 2008), and manage 7 small businesses with a total of at least 12 checking accounts and a similar n

Re: [GNC] Wells Fargo OFX

2023-07-24 Thread Glenn Serre
Good morning, Here's a quick note on my experience in case it's helpful. Summary: Instead of OFX direct connect I use the various bank websites to download transactions in QFX format corresponding to the monthly statements. I think QFX is OFX with some minor modifications. I have used gnucash w

Re: [GNC] How do I Upgrade from 2.6.12 to v4?

2023-01-31 Thread Glenn Serre
Good afternoon, Reminder: The first step should be to back up your data if you haven't already, especially if you are running on a dying PC. -- Glenn S. On Tue, Jan 31, 2023 at 1:21 PM Gyle McCollam wrote: > > Martin, > Sorry to hear your PC is dying, but the upgrade is ot a complicated as you

Re: [GNC] One File, Two Users

2022-12-31 Thread Glenn Serre
Good afternoon Paul, Inline below... On Sat, Dec 31, 2022 at 12:44 PM Paul Kroitor wrote: [...] > So I need to find a way to allow two users, in two different cities, to > access a single set of books, but without an office infrastructure. Access > will be alternating, thus no simultaneous acces

Re: [GNC] Trouble downloading OFX from Canadian Tire Bank

2022-12-16 Thread Glenn Serre
Good morning, You may be crashing due to a recently fixed bug: https://bugs.gnucash.org/show_bug.cgi?id=798629 Can you download (or build) a more recent gnucash? You would want a gnucash built after Oct 7 2022. -- Glenn S. On Fri, Dec 16, 2022 at 9:34 AM R. Victor Klassen wrote: > > I just dow

Re: [GNC] Bank of Amerca OFX transaction downloads (broken)

2022-11-16 Thread Glenn Serre
Good afternoon, Here's a possibly informative link to a quicken support post that claims Bank of America has discontinued support for DirectConnect. https://www.quicken.com/support/why-am-i-receiving-message-about-my-bank-america-accounts -- Glenn S. On Tue, Nov 15, 2022 at 6:41 PM Lincoln A Ba

Re: [GNC] GnuCash Tools>Online Banking Setup NOT working for me

2022-10-11 Thread Glenn Serre
Good morning, To add to what Gyle said, even though I recently made a mildly successful attempt to get aqbanking working with Bank of the West (BOW), I have decided to stick with downloading monthly qfx files that match my pdf statements. In addition to Gyle's reasons, what I like about this is:

Re: [GNC] Chase OFXdirect connect - another one bites the dust

2022-10-06 Thread Glenn Serre
Good morning, On Thu, Oct 6, 2022 at 9:53 AM Jean Laroche wrote: > > Any of you know whether something else is in the works to replace direct > connect? Manual downloading can be a pain when you have many accounts in > different institutions... I have the same issue. I had some success searchin

Re: [GNC] Using aqbanking with Bank of the West?

2022-09-09 Thread Glenn Serre via gnucash-user
Good morning again, > On Wed, Sep 7, 2022 at 12:57 PM Glenn Serre wrote: [...] > > Anyone have any luck using aqbanking with Bank of the West? [...] Summary: I can list accounts and download transactions from Bank of the West: emulation: quicken 2020 url: https://ofx.bankofth

Re: [GNC] Using aqbanking with Bank of the West?

2022-09-07 Thread Glenn Serre
Good afternoon again, On Wed, Sep 7, 2022 at 12:57 PM Glenn Serre wrote: > > Good afternoon, > > Anyone have any luck using aqbanking with Bank of the West? > I tried the usual gnucash online banking setup and got a gnucash > stopped responding message with wait or force quit.

[GNC] Using aqbanking with Bank of the West?

2022-09-07 Thread Glenn Serre
Good afternoon, Anyone have any luck using aqbanking with Bank of the West? I tried the usual gnucash online banking setup and got a gnucash stopped responding message with wait or force quit. I tried ofclient but got authentication failed: timed out. After I call customer support to make sure tha