Re: [GNC] Credit Card Rewards Refund

2021-10-14 Thread Steve Welch via gnucash-user
One further thought: treating rewards as a negative expense will mask the true cost of whatever was purchased. If you stop using your rewards card, suddenly your apparent expenses will go up. Both professionally and personally I generally prefer to not muddy expense accounts with negative

Re: [GNC] Credit Card Rewards Refund

2021-10-14 Thread Steve Welch via gnucash-user
Because the rewards aren’t necessarily attributable to any one expense (or to split them out proportionately would be a whole lot of work), I always book them to miscellaneous income. I also include that income when I budget. Hope that helps, Steve Sent from my iPhone > On Oct 14, 2021, at

Re: [GNC] Budget Report Questions

2021-10-11 Thread Steve Welch via gnucash-user
: Current budget period > Range End: Next budget period > Check "Include collapsed periods before selected" > Check "Include collapsed periods after selected" > > Jon > > On Sun, 2021-10-10 at 18:20 -0400, Steve Welch via gnucash-user wrote: >>

[GNC] Budget Report Questions

2021-10-10 Thread Steve Welch via gnucash-user
I apologize in advance if the answers to these questions are painfully obvious. I have tried to read the resources provided but no luck so far. I set up my budget with 12 periods (months) - each item is simply 1/12th of the annual total. What I am used to using (Moneydance, Quicken) are two

Re: [GNC] OFX - Citi Setup Trouble

2021-10-10 Thread Steve Welch via gnucash-user
CLIENT UID. I don't know if the CLIENT UID is required, but I added it. I > don't remember if it worked without it, but I seem to remember reading > somewhere that CITI required it. I set this up within the last 2 weeks so the > setting should work for > you.[cid:2d2d11b9-a87e-46aa-8797-a0

[GNC] OFX - Citi Setup Trouble

2021-10-08 Thread Steve Welch via gnucash-user
Firstly, thanks to those who have offered advice already. I am still trying to get my Citi credit card transactions to download and having no success. I have tried what is in the Wiki, plus Colin’s suggestions and those posted previously by Nicholas Rood. When I request the account list from

Re: [GNC] gnucash-user Digest, Vol 222, Issue 51

2021-09-30 Thread Steve Welch via gnucash-user
Hi Colin, Thanks for the additional info and encouragement. I’m still experimenting here… One puzzle: what did you use for Client UID? I do see what the Wiki says about it but I still don’t understand. FWIW, I’m on a Mac OS environment… Steve > On Sep 30, 2021, at 12:57 PM, Colin wrote:

Re: [GNC] Problems setting up first OFX transaction download

2021-09-29 Thread Steve Welch via gnucash-user
I’ll be following this with interest — I just moved from Moneydance and am trying to set up credit card transaction downloads from Citi. No problems doing so in MD, but I haven’t been successful yet in GnuCash. I’m sure there’s something I’m not understanding here… Steve > On Sep 29, 2021,

Re: [GNC] Newbie question

2021-09-27 Thread Steve Welch via gnucash-user
nces > account. Remember GnuCash used double entry accounting so the insert has > to match with a decrease elsewhere. > > Good luck. > > Michael > > On Sun, Sep 26, 2021 at 4:40 PM Steve Welch via gnucash-user < > gnucash-user@gnucash.org> wrote: > >> Hi

Re: [GNC] Newbie question

2021-09-26 Thread Steve Welch via gnucash-user
; the account, and (2) is a withdrawal from the Equity:Opening Balances > account. Remember GnuCash used double entry accounting so the insert has to > match with a decrease elsewhere. > > Good luck. > > Michael > > On Sun, Sep 26, 2021 at 4:40 PM Steve Welch via gnucash-us

[GNC] Newbie question

2021-09-26 Thread Steve Welch via gnucash-user
Hi! I’m just getting started with GnuCash and have imported my QIF file from Moneydance. Excited to take it for a spin! My question is regarding beginning (opening) account balances. Moneydance has an opening balance field in the account setup window, but evidently that field isn’t