Re: [GNC] How to bulk import about 130 Securities entries?

2022-08-17 Thread john
> On Aug 16, 2022, at 8:18 PM, list+gnuc...@jdlh.com wrote: > > On 2022-08-16 19:54, john wrote: > >> OTOH I'm pretty sure that gnc_commodity is fully exposed to the Python >> bindings so you should >> be able to write a python script using them to do the same thing without >> voiding your

Re: [GNC] How to bulk import about 130 Securities entries?

2022-08-17 Thread Fred Bone
On 16 August 2022 at 17:11, Robert Simmons said: > > running the *.gnucash through gunzip, add in the text, and run it back > through gzip > > As a connoisseur of bad ideas for adding data to GnuCash myself, I have to > point out that one should use a programming language that has a library >

Re: [GNC] How to bulk import about 130 Securities entries?

2022-08-16 Thread list+gnucash
On 2022-08-16 19:54, john wrote: OTOH I'm pretty sure that gnc_commodity is fully exposed to the Python bindings so you should be able to write a python script using them to do the same thing without voiding your warranty or needing to unzip the file or, for that matter, caring which backend

Re: [GNC] How to bulk import about 130 Securities entries?

2022-08-16 Thread john
> On Aug 16, 2022, at 2:11 PM, Robert Simmons wrote: > >> running the *.gnucash through gunzip, add in the text, and run it back > through gzip > > As a connoisseur of bad ideas for adding data to GnuCash myself, I have to > point out that one should use a programming language that has a

Re: [GNC] How to bulk import about 130 Securities entries?

2022-08-16 Thread Adrien Monteleone
Indeed, my apologies David. I got lost in the thread, which it seems has now broken again (2 new messages I see are threaded separately as a new topic) and one reply from Chris Good concerning OFX import having the auto-creation option somehow ended up in a thread "Due Invoices Reminder form"!

Re: [GNC] How to bulk import about 130 Securities entries?

2022-08-16 Thread list+gnucash
Chris: On 2022-08-16 02:36, Chris Good wrote: …There is code in the ofx import to handle creating securities which is done before an investment transaction if the security (commodity) does not exist and Preference, Import, "Automatically create new commodities" is ticked. I have never used it

Re: [GNC] How to bulk import about 130 Securities entries?

2022-08-16 Thread Robert Simmons
> running the *.gnucash through gunzip, add in the text, and run it back through gzip As a connoisseur of bad ideas for adding data to GnuCash myself, I have to point out that one should use a programming language that has a library with support for the structured data format that one wants to

Re: [GNC] How to bulk import about 130 Securities entries?

2022-08-16 Thread David G. Pickett via gnucash-user
As xml is text, and xml storage is used in my gnucash, one might add securities by running the *.gnucash through gunzip, add in the text, and run it back through gzip, unless there is a nasty checksum in there somewhere?  Keep a copy of the original! I pulled this from my file using shell

Re: [GNC] How to bulk import about 130 Securities entries?

2022-08-16 Thread David T. via gnucash-user
Adrien, It has been complicated, I agree. However, this thread originated with https://lists.gnucash.org/pipermail/gnucash-user/2022-August/102395.html written by Jim. Flywire has added a number of good comments related generally to importing investment transactions on the thread, but is

Re: [GNC] How to bulk import about 130 Securities entries?

2022-08-16 Thread Adrien Monteleone
David, This thread keeps breaking, but unless I've lost track as a result, I thought this was flywire's thread from the start. (who also has several other related threads dealing with specific aspects of the task at hand.) The goal was to import transactions for, and as a result, mass create

Re: [GNC] How to bulk import about 130 Securities entries?

2022-08-16 Thread David T. via gnucash-user
Actually, it was clear to me. Jim's point was that if you do these steps 130 times in a row, your brain will explode. Certainly it would be nice to be able to import them. On Aug 16, 2022, 14:05, at 14:05, flywire wrote: >Obviously it wasn't clear that the post copied below identifies the

Re: [GNC] How to bulk import about 130 Securities entries?

2022-08-16 Thread Frank H. Ellenberger
Hi, Am 16.08.22 um 13:03 schrieb flywire: btw A lot (the majority?) ofhttps://wiki.gnucash.org/wiki/Published_tools are so old they won't work. as it is a wiki you can just update it. The page would probably also deserve more links from other pages so that it is easier found. Regards

Re: [GNC] How to bulk import about 130 Securities entries?

2022-08-16 Thread flywire
Obviously it wasn't clear that the post copied below identifies the keystroke operations from opening GnuCash through the Security Editor with *** as user input. The Import accounts was an aside comment. (Thanks David for start the account tree comments.) Interestingly New security is one of the

Re: [GNC] How to bulk import about 130 Securities entries?

2022-08-16 Thread Chris Good
Message: 1 Date: Sun, 14 Aug 2022 19:19:44 -0700 From: Jim DeLaHunt To: gnucash-user@gnucash.org Subject: Re: [GNC] How to bulk import about 130 Securities entries? Message-ID: <137f3e3b-148f-feb2-9950-d7fcb32f6...@jdlh.com> Content-Type: text/plain; charset=UTF-8; format=flowed Kalpesh:

Re: [GNC] How to bulk import about 130 Securities entries?

2022-08-16 Thread David T. via gnucash-user
Jim, As you continue down this project, consider how you want to handle various aspects of accounting for stocks and mutual funds--particularly, how you want to manage tax-related transactions, such as dividend income, capital gains income, etc. With that many commodities, you will want to

Re: [GNC] How to bulk import about 130 Securities entries?

2022-08-16 Thread David T. via gnucash-user
flywire, You're crossing up threads here. Jim specifically needs to create Security entries in his GnuCash file (and has stated this on several occasions) so that he can add transactions for those securities later. Your advice regarding adding commodity transactions using csv import tools is

Re: [GNC] How to bulk import about 130 Securities entries?

2022-08-16 Thread David T. via gnucash-user
Geoff's suggestion (to use an external automation tool) would best be placed on the Using Gnucash page (https://wiki.gnucash.org/wiki/Using_GnuCash) that Adrien suggested. Flywire suggested Piecash, which is already listed on the Published tools page. On 8/16/2022 12:05 AM, Frank H.

Re: [GNC] How to bulk import about 130 Securities entries?

2022-08-15 Thread flywire
I haven't used GnuCash securities before the last week and I'm still not clear about them. I understood importing security entries were transactions. Further to my last post with minimal security information the fraction traded is not required. I hadn't realised importing transactions with

Re: [GNC] How to bulk import about 130 Securities entries?

2022-08-15 Thread Frank H. Ellenberger
Am 14.08.22 um 18:33 schrieb Adrien Monteleone: Check the 'Using GnuCash' page perhaps. And for tools https://wiki.gnucash.org/wiki/Published_tools Regards Frank Regards, Adrien On 8/14/22 9:50 AM, Tom Browder wrote: P.S. Is there a spot on the Wiki to list things like Geoff's

Re: [GNC] How to bulk import about 130 Securities entries?

2022-08-15 Thread Jim DeLaHunt
On 2022-08-15 06:54, flywire wrote: Once share securities are created the share accounts can be created with File, Import, Import accounts from CSV. True. But the topic of the thread is, how to bulk create the share securities themselves. File, New Cancel Tools, Security Editor

Re: [GNC] How to bulk import about 130 Securities entries?

2022-08-15 Thread flywire
Once share securities are created the share accounts can be created with File, Import, Import accounts from CSV. File, New Cancel Tools, Security Editor Securities: Add New security Full Name: *** Symbol: *** Type: *** - Sticky Fraction Traded: *** OK File, Import, Import Accounts from CSV

Re: [GNC] How to bulk import about 130 Securities entries?

2022-08-14 Thread Jim DeLaHunt
; > Subject: [GNC] How to bulk import about 130 Securities entries? Message-ID: mailto:c70b6819-fef8-511e-28ac-350b49e3b...@jdlh.com> > Content-Type: text/plain; charset=UTF-8; format=flowed Hello, folks: I am a long-time GnuCash user, and for all those years I have prett

[GNC] How to bulk import about 130 Securities entries?

2022-08-14 Thread Kalpesh Patel
with importation. -- Message: 8 Date: Sat, 13 Aug 2022 18:28:22 -0700 From: Jim DeLaHunt mailto:list+gnuc...@jdlh.com> > To: Gnucash Users mailto:gnucash-user@gnucash.org> > Subject: [GNC] How to bulk import about 130 Securities entries?

Re: [GNC] How to bulk import about 130 Securities entries?

2022-08-14 Thread Robert Simmons
The program you want to use that is the macOS equivalent of what the other reply suggested is called "Automator". As long as you have not moved it, it is located in "Launchpad > Other > Automator" or "Applications > Automator". Also, this is just a general suggestion about XML manipulation (or

Re: [GNC] How to bulk import about 130 Securities entries?

2022-08-14 Thread Jim DeLaHunt
Geoff: On 2022-08-13 22:38, Geoff wrote: Hi Jim I don't have any experience manipulating GnuCash XML files, but in principle what you want to do should work, although it does void your GnuCash warranty. However, if you are going to all this effort you may find it more worthwhile to invest

Re: [GNC] How to bulk import about 130 Securities entries?

2022-08-14 Thread Adrien Monteleone
Check the 'Using GnuCash' page perhaps. Regards, Adrien On 8/14/22 9:50 AM, Tom Browder wrote: P.S. Is there a spot on the Wiki to list things like Geoff's suggestion and flycatcher's program? If not, I will be glad to start one--suggestions welcomed.

Re: [GNC] How to bulk import about 130 Securities entries?

2022-08-14 Thread Tom Browder
On Sun, Aug 14, 2022 at 00:40 Geoff wrote: > Hi Jim > > I don't have any experience manipulating GnuCash XML files, but in > principle what you want to do should work, although it does void your > GnuCash warranty. > > However, if you are going to all this effort you may find it more >

[GNC] How to bulk import about 130 Securities entries?

2022-08-14 Thread flywire
Jim, this overlaps with what I was putting into https://lists.gnucash.org/pipermail/gnucash-user/2022-August/102404.html so I stripped the data exchange part out. The sample data sets and references might still be useful. The GnuCash GUI won't import security data so in addition to what has been

Re: [GNC] How to bulk import about 130 Securities entries?

2022-08-13 Thread Geoff
Hi Jim I don't have any experience manipulating GnuCash XML files, but in principle what you want to do should work, although it does void your GnuCash warranty. However, if you are going to all this effort you may find it more worthwhile to invest your time in learning how to use a general

[GNC] How to bulk import about 130 Securities entries?

2022-08-13 Thread Jim DeLaHunt
Hello, folks: I am a long-time GnuCash user, and for all those years I have pretty much not attempted to track my investments in GnuCash. But now I want to start.  My first goal is to import many years of past activity. I have downloaded the transactions from my brokerage account as a CSV