Re: Downloading Financial Information from Canadian Financial Institutions

[John Ralls]

> On Aug 12, 2017, at 12:33 PM, Fred Weihs  wrote:
> 
> I have just installed GnuCash as a replacement in Linux for Quick Cash 
> Manager which I used under Windows. I will need to download transactions from 
> my Canadian financial institution. When I check the process for downloading 
> into GnuCash, the directory of financial institutions to connect with are all 
> American. Can I download from a Canadian institution?

Maybe. There are two ways to download and import data: The easier one is if 
your bank provides a download option on its website to download transactions as 
OFX, QFX, or QIF. Do that and then use File>Import>OFX/QFX or File>Import>QIF 
to import the downloaded file into GnuCash. The other method is to use 
OnlineBanking, which is provided by a separately-developed facility called 
AQBanking. In order for that to work your bank must support a protocol called 
OFX-DirectConnect and you must be able to obtain the necessary information and 
credentials to tell GnuCash how to connect. More information on the latter 
method may be found at 
https://wiki.gnucash.org/wiki/Setting_up_OFXDirectConnect_in_GnuCash_2 
.

Regards,
John Ralls

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Re: Error in Finance:Quote

[rs]

Thanks, Frank.
1. You were absolutely right in pointing that the URL on the IndiaMutual.pm
was outdated. I changed it to the correct one, which is already listed as a
reserve in the next line of .pm
http://portal.amfiindia.com/spages/NAV0.txt
& it works as a charm now! I have placed a record of this change in GitHub
source of this module 
https://github.com/finance-quote/finance-quote/blob/master/lib/Finance/Quote/IndiaMutual.pm

2. I still have issues with yahoo_json which does not return any value for
Indian stocks using the symbols on https://in.finance.yahoo.com/lookup
for example:=
rs@debian:~/Documents$ gnc-fq-dump yahoo_json SBIN.NS
Finance::Quote fields Gnucash uses:
symbol: SBIN.NS  <=== required
  date: ** missing **<=== recommended
  currency: ** missing **<=== required
  last:  <=\   
   nav:  <=== one of these
 price:  <=/
  timezone:  <=== optional

** This stock quote cannot be used by GnuCash!
===
Any ideas as to how to resolve this ?



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File not ZEROED, what went wrong?

[Jay Ridgley]

Good Morning,

I just discovered that my Income:Wages entry was NOT processed when my 
books were closed for 2913!


I have had no reason to examine this entry (I retired in June 2013) but 
noticed it was not zero when I was looking at my accounts recently.


I have two questions, 1. - Why was it not cleared in the first place, it 
was handled properly in prior years and 2. - What is the best way to 
correct the problem?


Reopening 2013 is not an answer! That was over 2 YEARS ago and a couple 
of TAX RETURNS as well! I can think of a journal entry that will do it 
but wonder whether the accounts I would use are the correct ones:


Income:Wagescharge amt
Equity:Increased Equity  income amt
JE001 Failed closing 2013

Cheers,
Jay

--
Jay Ridgley
jridgley2 at austin.rr.com
Registered Linux User ID - 9115
https://linuxcounter.net/cert/9115.png
Registered Ubuntu User ID - 23320
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Re: advice on software

[Jean-David Beyer]

On 08/11/2017 07:31 PM, Chris Tsuji wrote:
>Hi
>Hopefully, I did this correct.
>I am a treasurer of a not profit orgnization and need to decide on
>using quickbooks or gnucash.
>The currently use quickbooks but has be be redone.
>What is your advice?
>thanks in advance.
>Chris tsuji

It depends on your tax jurisdiction and the exact legal status of your
non profit organization.

I am treasurer or a Quaker Meeting in New Jersey, USA. We are considered
a non-profit organization by both the Internal Revenue Service and the
State of New Jersey. We are also considered to be a religious
organization. We have no employees. A consequence is that we need file
no income tax returns.

We do keep books of income and expense because I must write
acknowledgement letters to donors so they can claim income tax
deductions. We also need to keep good records because some organizations
contribute money to us and they need to know aspects of our finances.

I do use GnuCash for this.

Long ago, I used Quicken and TurboTax for my accounts, but TurboTax did
not communicate well with Quicken one year, and I got rid of Windows for
almost all my computing work, so I switched to GnuCash for my personal
accounting. When I was made treasurer, I naturally used it for that too.
(Separate files; in fact a separate user account on my machine.)

-- 
  .~.  Jean-David Beyer  Registered Linux User 85642.
  /V\  PGP-Key:166D840A 0C610C8B Registered Machine  1935521.
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 ^^-^^ 08:30:01 up 17 days, 9:25, 2 users, load average: 4.31, 4.31, 4.36
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Re: advice on software

[Mike or Penny Novack]

On 8/11/2017 7:31 PM, Chris Tsuji wrote:

Hi
Hopefully, I did this correct.
I am a treasurer of a not profit orgnization and need to decide on
using quickbooks or gnucash.
The currently use quickbooks but has be be redone.
What is your advice?
thanks in advance.
Chris tsuji
_
QuickBooks Pro for Non-profits did not contain any of the special things 
accounting for non-profits calls for. In other words, you still have to 
set that up manually. It is why after a 2006 fire, I chose not to 
replace Quickbooks. Since some of the organizations for which I am not 
treasurer but do serve on the finance committee use QuickBooks Pro for 
Non-profits I can tell you that as of 2017 it STILL has none of the 
special non-profit features.


Michael D Novack

just a few examples  a non-profit might need the usual "business" 
categories of "vendor" and "customer" but it also would have the 
category "donor". Pledges are receivables but only according to the 
terms of the pledge << a pledge of $1000/year for the next ten years is 
NOT an immediate receivable of $10,000 >>  Membership dues (if any) are 
NOT a receivable while pledges are, but members usually want some sort 
of unified statement.


PLEASE -- I am NOT saying that gnucash has these features, just that you 
will have to improvises just as much using QuickBooks so why pay.

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Re: debian stretch upgrade has made gnucash unworkable

[Mike or Penny Novack]

On 8/11/2017 2:37 PM, D via gnucash-user wrote:

Johnny,

I wish I could offer you some guidance, but I have none to offer, sorry.

Maybe you should switch to Windows...  ;)

(Said because whenever someone on Windows has a problem, someone always seems 
to suggest switching to Linux)


A perhaps more useful suggestion?

Always prepare in advance to back out changes.
   In other words, before any major software change (in this case 
an update) which I will call a "build" you make a full back up, one of 
"system" (software) and one of "data". You then do the build and test 
that all of your critical software is still working with the new 
"system". If not, you have an easy path to restore to the pre-build version.


Michael D Novack



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Downloading Financial Information from Canadian Financial Institutions

[Fred Weihs]

I have just installed GnuCash as a replacement in Linux for Quick Cash 
Manager which I used under Windows. I will need to download transactions 
from my Canadian financial institution. When I check the process for 
downloading into GnuCash, the directory of financial institutions to 
connect with are all American. Can I download from a Canadian institution?


Thanks.

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Re: Gnucash ver. 2.6.17 app installation for Mac OS ver. 10.12.6

[John Ralls]

> On Aug 11, 2017, at 9:18 PM, Robert Kuchta  wrote:
> 
> I am new to Gnucash and I am having problems with the installation. I had no 
> problem to download the app in my application folder, but I cannot keep it in 
> the dock and it does not appear in the launchpad.  It stays in the dock as 
> long as the computer is on, but when I switch it off in the evening it is 
> gone. I have to go again to the application folder and reload the app. That 
> always takes a long time. What can I do to keep the app in the dock and how 
> do I get it into the launchpad? Can you help?

Sounds like you're on a Mac. There are two ways to get an app to stay in the 
dock: You can drag it there from Finder or while it's running you can 
control-click and select "Options>Keep in Dock".

If neither of those is working for you then there's something wrong with your 
mac. You should do the usual recovery tricks (restart, clear NVRAM, run 
DiskUtility's First Aid, etc.) and if it still fails schedule a visit to your 
nearest Genius Bar.

Regards,
John Ralls

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