Re: [GNC] GnuCash/AqBanking headaches

2020-01-03 Thread John Ralls



> On Dec 18, 2019, at 8:15 AM, brakechute  wrote:
> 
> Hello all.  Been searching the list but couldn't find this issue so I may
> have broken things in a new way. :)
> 
> I have been using GnuCash 3.7 on a Windows 7 system (yeah, Windows) and have
> just been importing transactions from CSV up to now.  This is a clunky
> process as the files from my banks need to be edited in Calc before I can
> successfully import them.  I decided to try the online banking feature and
> failed miserably. I have tried to follow the guidelines in the wiki but must
> be missing something, hopefully someone familiar with this can point it out.
> 
> So, I start the wizard and "create user", select the "OFX DirectConnect",
> find the bank in the list. I put in my name, the user name at the bank, and
> have tried both leaving the UUID blank and inserting a generic one.  I have
> tried multiple emulations and get the same result every time:
>   Retrieving SSL certificate
>   Connecting to server...
>   Using GnuTLS default ciphers.
> And at this point GnuCash crashes out.
> 
> I have tried running as a user and running privileged with the same result. 
> When I restart and go back to the wizard a new user is in the list, but
> cannot be deleted (Error deleting user -109).  I just can't get anything to
> set up.  Anyone have any thoughts?  Thanks in advance.

I doubt that running as an admin would make a difference.

Make sure that you're really using 3.7 or earlier for OFX Direct Connect.

Go to https://ofxhome.com and look up your bank. At the bottom of the record 
make sure that it has validated within the last week or two: If it hasn't the 
publicly available OFX setup information is at best stale, but more likely they 
no longer support OFX Direct Connect or have adopted new software that will 
only talk to Quicken. Some of the banks in that last category have adopted 
software that doesn't actually use OFX Direct Connect: One bank with which I do 
business has a note on their website saying that the file exchange format is 
the Intuit-proprietary QDF. It wouldn't surprise me at all to learn that a 
stream of that would crash AQBanking and take GnuCash out with it.

Does your bank offer OFX, QFX, or QIF downloads?

Regards,
John Ralls


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Re: [GNC] v3.8: Budget "total" field

2020-01-03 Thread chris graves
I'd opt for the switch user method, with sharing files to the main users public 
folder as John mentioned, as there is very little if any chance of messing up 
the production GC file/settings/AqBanking.


> On Jan 3, 2020, at 2:30 PM, John Ralls  wrote:
> 
> Switching users isn't onerous as long as you use simple passwords--you do 
> have to type it every time you switch--and it's easy to create a folder in 
> your main user's $HOME to collect stuff:
> https://support.apple.com/guide/mac-help/control-access-to-your-public-folder-on-mac-mchlp1775/mac.
> 
> If that's still too much trouble you can set GNC_DATA_DIR and GNC_CONFIG_DIR 
> in the non-production bundle's Contents/Resources/etc/gnucash/environment to 
> point somewhere other than ~/Library/Application Support/Gnucash. Preferences 
> go to ~/Library/Preferences/org.gnucash.Gnucash no matter what, but that's 
> probably not a concern in most cases.
> 
> Regards,
> John Ralls
>> On Jan 3, 2020, at 9:45 AM, Adrien Monteleone 
>>  wrote:
>> 
>> I’m considering that approach, but that would mean switching users just for 
>> testing. I suppose I could set up some sort of common folder to save screen 
>> shots and crash reports as I don’t want to have activity in the test user 
>> not be available to me in my main account. If Mac had some sort of container 
>> system like linux or if I could easily run it in a VM (without a large GB 
>> virtual disk) I’d prefer that route but that doesn’t seem possible right now.
>> 
>> Regards,
>> Adrien
>> 
>>> On Jan 3, 2020 w1d3, at 4:04 AM, Michael Hendry  
>>> wrote:
>>> 
 On 3 Jan 2020, at 01:35, Adrien Monteleone via gnucash-user 
  wrote:
 
 I thought that was discussed, but delving into the bug threads and others 
 linked therein, I see the issue a bit more clearly.
 
 Certainly, I think the current underlying approach is the more sane one 
 long term with a few kinks to be worked out.
 
 I (sadly and apologetically) still haven’t worked out a way to test dev 
 versions on MacOS without disrupting my normal installation, but I can 
 test non-OS specific changes via VMs. (I can certainly build maint or 
 other branches in Ubuntu) If anyone has any suggestions or tips for 
 testing maint and other builds on the MacOS front *without disturbing my 
 normal stable installation* , they are certainly appreciated.
>>> 
>>> I haven’t tried this, but why not create a new user (e.g. “GCTest”) and run 
>>> any experimental versions as that user. This would protect your own 
>>> .gnucash files and configuration settings, as these are per-user, not 
>>> per-computer.
>>> 
>>> Michael
>>> 
 
 I’m getting ready next week to work on my 2020 budgets, so now would be a 
 good time to do some testing.
 
 Let me know what types of things you’d like to see answers to and I’ll do 
 what I can. (in a Linux version for now, as noted)
 
 Regards,
 Adrien
>> 
>> 
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Re: [GNC] GnuCash/AqBanking headaches

2020-01-03 Thread chris graves
Hi Martin,

I would be happy to help relieve the GnuCash/AqBanking headaches (currently in 
3.8, not working for me).  I have access to an OFX DC server and am quite 
familiar with the Linux console.

Chris

> On Dec 20, 2019, at 3:14 AM, Martin Preuss  wrote:
> 
> Hi,
> 
> just a general note on AqBanbkings OFX DirectConnect plugin:
> 
> Development on this plugin is pretty much on hold right now, because I
> don't have access to any OFX server. Also, getting information on client
> setup for OFX - especially regarding connection details such as server
> url, protocol version etc - is becoming increasingly difficult. I even
> don't know whether the current OFX version 2 is already supported by
> every OFX DC capable bank.
> 
> With previous versions of AqBanking one or two Gnucash users helped with
> debugging and testing, but currently that isn't the case.
> 
> Until someone with access to an OFX DC server and with some experience
> working on the Linux console willing to help shows up development of
> this plugin is more or less suspended.
> 
> 
> Regards
> Martin
> 
> -- 
> "Things are only impossible until they're not"
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Re: [GNC] v3.8 AQBanking in the US

2020-01-03 Thread Kenneth Schneider
I have volunteered to help Martin as best I can.

I’m retired, getting old and not in the best of health but hopefully can be of 
some assistance. I’ve been working with Linux in one flavor or another for over 
25 years and would like to give back to the community in some way. If anyone 
else can also help I’m sure it would be appreciated.

Ken Schneider 

> On Jan 3, 2020, at 11:36 AM, John Ralls  wrote:
> 
> 
> 
>> On Jan 3, 2020, at 7:09 AM, Derek Atkins  wrote:
>> 
>> John Ralls  writes:
>> 
>>> I don't know how much of that's fixable from GnuCash. Martin said last
>>> week that he's suspended development of OFX so anything that isn't is
>>> presumably broken forever.
>> 
>> Did he give a reason for suspending OFX development?
> 
> Yes: 
> https://lists.gnucash.org/pipermail/gnucash-user/2019-December/088350.html
> 
> Regards,
> John Ralls
> 
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Re: [GNC] v3.8 AQBanking in the US

2020-01-03 Thread John Ralls
No. OFX Direct Connect is a way of connecting GnuCash directly to the bank and 
retrieving the account, balance, and transaction data directly into GnuCash. 

In addition to a working AQBanking it requires that your bank provide the 
service and that it reveals enough information that you can configure AQBanking 
to connect to it.

Regards,
John Ralls


> On Jan 3, 2020, at 8:56 AM, David Carlson  wrote:
> 
> Is OFX Direct Connect linked to simple OFX or QFX downloads that are provided 
> by many US banks as one of the three ways that data can be funneled through 
> Intuit Software, hopefully to GnuCash instead of Quicken?
> 
> In other words, has Intuit found a way to kill OFX as an open source tool?
> 
> David Carlson
> 
> On Fri, Jan 3, 2020 at 10:43 AM John Ralls  wrote:
> 
> 
> > On Jan 3, 2020, at 7:09 AM, Derek Atkins  wrote:
> > 
> > John Ralls  writes:
> > 
> >> I don't know how much of that's fixable from GnuCash. Martin said last
> >> week that he's suspended development of OFX so anything that isn't is
> >> presumably broken forever.
> > 
> > Did he give a reason for suspending OFX development?
> 
> Yes: 
> https://lists.gnucash.org/pipermail/gnucash-user/2019-December/088350.html
> 
> Regards,
> John Ralls
> 
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> 
> -- 
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Re: [GNC] v3.8: Budget "total" field

2020-01-03 Thread Adrien Monteleone
Thanks John,

I think I’ll go the public folder route.

Regards,
Adrien

> On Jan 3, 2020 w1d3, at 4:30 PM, John Ralls  wrote:
> 
> Switching users isn't onerous as long as you use simple passwords--you do 
> have to type it every time you switch--and it's easy to create a folder in 
> your main user's $HOME to collect stuff:
> https://support.apple.com/guide/mac-help/control-access-to-your-public-folder-on-mac-mchlp1775/mac.
> 
> If that's still too much trouble you can set GNC_DATA_DIR and GNC_CONFIG_DIR 
> in the non-production bundle's Contents/Resources/etc/gnucash/environment to 
> point somewhere other than ~/Library/Application Support/Gnucash. Preferences 
> go to ~/Library/Preferences/org.gnucash.Gnucash no matter what, but that's 
> probably not a concern in most cases.
> 
> Regards,
> John Ralls

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Re: [GNC] v3.8: Budget "total" field

2020-01-03 Thread John Ralls
Switching users isn't onerous as long as you use simple passwords--you do have 
to type it every time you switch--and it's easy to create a folder in your main 
user's $HOME to collect stuff:
https://support.apple.com/guide/mac-help/control-access-to-your-public-folder-on-mac-mchlp1775/mac.

If that's still too much trouble you can set GNC_DATA_DIR and GNC_CONFIG_DIR in 
the non-production bundle's Contents/Resources/etc/gnucash/environment to point 
somewhere other than ~/Library/Application Support/Gnucash. Preferences go to 
~/Library/Preferences/org.gnucash.Gnucash no matter what, but that's probably 
not a concern in most cases.

Regards,
John Ralls
> On Jan 3, 2020, at 9:45 AM, Adrien Monteleone 
>  wrote:
> 
> I’m considering that approach, but that would mean switching users just for 
> testing. I suppose I could set up some sort of common folder to save screen 
> shots and crash reports as I don’t want to have activity in the test user not 
> be available to me in my main account. If Mac had some sort of container 
> system like linux or if I could easily run it in a VM (without a large GB 
> virtual disk) I’d prefer that route but that doesn’t seem possible right now.
> 
> Regards,
> Adrien
> 
>> On Jan 3, 2020 w1d3, at 4:04 AM, Michael Hendry  
>> wrote:
>> 
>>> On 3 Jan 2020, at 01:35, Adrien Monteleone via gnucash-user 
>>>  wrote:
>>> 
>>> I thought that was discussed, but delving into the bug threads and others 
>>> linked therein, I see the issue a bit more clearly.
>>> 
>>> Certainly, I think the current underlying approach is the more sane one 
>>> long term with a few kinks to be worked out.
>>> 
>>> I (sadly and apologetically) still haven’t worked out a way to test dev 
>>> versions on MacOS without disrupting my normal installation, but I can test 
>>> non-OS specific changes via VMs. (I can certainly build maint or other 
>>> branches in Ubuntu) If anyone has any suggestions or tips for testing maint 
>>> and other builds on the MacOS front *without disturbing my normal stable 
>>> installation* , they are certainly appreciated.
>> 
>> I haven’t tried this, but why not create a new user (e.g. “GCTest”) and run 
>> any experimental versions as that user. This would protect your own .gnucash 
>> files and configuration settings, as these are per-user, not per-computer.
>> 
>> Michael
>> 
>>> 
>>> I’m getting ready next week to work on my 2020 budgets, so now would be a 
>>> good time to do some testing.
>>> 
>>> Let me know what types of things you’d like to see answers to and I’ll do 
>>> what I can. (in a Linux version for now, as noted)
>>> 
>>> Regards,
>>> Adrien
> 
> 
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Re: [GNC] Chaning left sidebar spacing

2020-01-03 Thread Colin Law
By comparing the heights of the register lines and the tabs I see that
I get 9 tabs in the height of 14 register lines whereas the photo
shows only about 6.5 tabs in 14 register lines.

Colin


On Fri, 3 Jan 2020 at 18:34, Adrien Monteleone
 wrote:
>
> I’m on MacOS Catalina using 3.8. I didn’t think my tabs were as large as the 
> photo, but I think that is a perception due to the photo being a closeup. It 
> seems I too have some padding in the tab and between the tabs.
>
> I’ll note that with left-side tabs (not sure of other placements) the tab 
> area will expand to accommodate the longest title. (I also haven’t tested the 
> limit of this)
>
> In the photo there is a long tab name near the bottom. (looks like a report) 
> This widens the tab bar and makes the shorter tab names look like they have 
> excessive spacing.
>
> The only solution I can think of is to use top or bottom placement. This 
> would shrink each tab to fit, but will of course allow fewer tabs to be 
> visible without scrolling.
>
> In the meantime, I’ll fire up my gtkinspector and find the css nodes for that 
> part of the UI and offer some declarations to try. I should be able to report 
> back with those later today.
>
> Regards,
> Adrien
>
> > On Jan 3, 2020 w1d3, at 10:43 AM, Colin Law  wrote:
> >
> > Has anyone else confirmed whether they are seeing this issue, and if
> > so on what OS.  Certainly with 3.6 on Ubuntu 19.10 my tabs are
> > noticeably more packed.
> >
> > Colin
> >
> > On Fri, 3 Jan 2020 at 14:11, William Marshall  wrote:
> >>
> >> No.  I can’t seem to find a way to make a change in ~/Library/Application 
> >> Support/Gnucash/config/gtk-3.0/gtk.css that impacts the sidebar.  I did 
> >> find in the discussion and in other places how to set the padding around 
> >> the menubar icons and text, and I see discussion in various places about 
> >> changing the sidebar, but none of the changes I attempt have any impact.
> >>
> >> I really appreciate you taking the time to respond.
> >>
> >> Bill
> >>
> >>
> >>> On Jan 1, 2020, at 6:45 PM, D  wrote:
> >>>
> >>> William,
> >>>
> >>> Did the discussion on css styling not work for you?
> >>>
> >>> David T.
> >>>
> >>> On January 2, 2020, at 4:05 AM, Colin Law  wrote:
> >>>
> >>> I see what you mean.  On Ubuntu with Waterfox browser they are much 
> >>> tighter
> >>> packed (gnucash 3.6).
> >>>
> >>> Colin
> >>>
> >>> On Wed, 1 Jan 2020 at 17:00, William Marshall  wrote:
> >>>
>  Colin,
> 
>  I can’t do a conventional capture, since I need things highlighted by
>  selection and mouse activity to show what I mean, but here’s a photo from
>  me phone of what I'm talking about.  Notice first that “USAA Sav” is
>  selected and see how high the top and bottom boundary are for that
>  selection.  Then notice that my mouse is hovering over “USAA Visa” and 
>  see
>  that it has the same excessive (to my eye) top and bottom boundaries.
>  ALSO, notice that there is a separator between the two.  I’d really like 
>  to
>  scrunch everything together like it used to be.
> 
>  I really appreciate any help you can provide.
> 
>  Bill
> 
> 
> 
>  On Jan 1, 2020, at 10:00 AM, Colin Law  wrote:
> 
>  Can you post a screenshot showing exactly what you mean?
> 
>  Colin
> 
>  On Wed, 1 Jan 2020 at 00:55, William Marshall via gnucash-user
>   wrote:
> 
> 
>  Hi All,
> 
>  I don’t know if this is the right pace to ask this or not, and I’m sure
>  it’s already been asked many times, but Googling for solutions hasn’t
>  provided me any relief.  How do I reduce the spacing on the left sidebar
>  that lists the accounts and reports that I’ve opened?  Right now, they 
>  way
>  spread out vertically, which happened when I switched to GnuCash 3.X.  
>  I’m
>  currently using GnuCash for Mac version 3.7, Build ID: 3.7+(2019-09-07).
> 
>  Thank you,
>  Bill Marshall
>
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Re: [GNC] Multiple GnuCash Rev Installations

2020-01-03 Thread David Cousens
Greg 

As John said it can be done on Linux but to do it you have to build from
source as the install location needs to be specified when you invoke cmake
to configure the build. If I am running locally from my user directory I am 
able to run as many versions as I like but you need a few basic OS skills in
setting up to be able to launch the different version. 

My method of doing this is to install each version to its own subdirectory
of my home directory usually under $HOME/.local/bin. I am currently on Linux
Mint 19.3 which is based on Ubuntu 18.04 I.e.
$HOME/.local/bin/gnucash-3.6
$HOME/.local/bin/gnucash-3.7
$HOME/.local/bin/gnucash-3.8
Each of these locations will have its own 
/bin
/include
/share
/lib
directories created by the install process.

This is the location which needs to be supplied in the -D
CMAKE_INSTALL_PREFIX switch to cmake when building.  AFAI can tell GnuCash
sets its internal pointers to look for its resources in the appropriate
subdirectories. The arrangement of subdirectories is different for an
install to usr/local but for installation in /opt it will normally have a
/opt/gnucash directroy which contains the above subdirectories. I have not
tried installing multiple versions to /opt and I don't know if make install
can handle it but if you specified /opt/gnucash-3.8 to cmake in the build it
should install with all the subdirectories under that and it is only
necessary to create the launcher pointing to the executable file.

The /bin directory in each case contains the main executable .../bin/gnucash

I then create a menu launcher for each tagged with the version numbers and
pointing to the appropriate executable.  If you install under
/opt/gnucash- you just point to that location instead in the launcher.

If you are a terminal addict then an alternative is to create an alias which
points to each version.  You can usually find descriptions appropriate to
particular distros for creating alias and launcher items in the forums for
each distro.
 
This is not something I do as a matter of course but I did do it for the
first couple of V3 releases where there were initially a few bugs but I have
reverted to just installing only the release version in usr/local after
v3.3. I retain the source and build directories for the last couple of
version so I can in principle reinstall.

You have to exercise caution where a release includes changes in the file
locations and/or the data file structure which are not backward compatible
(fairly rare but occurs occasionally) although this is usually only to the
users configuration files as discussed in the wiki
https://wiki.gnucash.org/wiki/Configuration_Locations.


If you are working across major release boundaries an approach to deal with
the changing user file locations and structure might be to create a separate
user. If you maintain the data files in a dropbox for example it can be made
accessible to each user fairly easily. My personal accounts can be edited
from either my desktop and/or laptop (both Linux Mint boxes) or my wife's
Windows 10 laptop which are synchronized whenever internet access is
available usually within a minute or two of logging in. Again caution is
needed to ensure syncing has occurred.


David Cousens



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Re: [GNC] Default Invoice Config

2020-01-03 Thread Adrien Monteleone
Edit > Style Sheets

‘default' is the simplest and least customizable.

'Head or Tail' is the one with the most options.

All but ‘default’ allow you to have footer info and a logo.

That style sheet would allow you complete control, but of course you’d need to 
view the report/invoice in html code to see the various nodes to write rules 
for.

The column choices can be done in CSS or you can use the report options. The 
report options also have a css field in the Layout tab.

I think your saved config though was stuck on that one invoice because it was 
in the invoice selection field in the General tab.

Try blanking that field and then re-save the configuration to see if that does 
the trick.

Regards,
Adrien

> On Jan 3, 2020 w1d3, at 11:55 AM, Axel Essbaum  wrote:
> 
> 
> Hi Adrien
> 
> Thanks for the reply.  I see no way to add CSS or control which columns are 
> printed in a stylesheet.  Can you describe in more detail or send a 
> screenshot?
> 
> Thanks!
> 
> - Axel

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Re: [GNC] Chaning left sidebar spacing

2020-01-03 Thread Adrien Monteleone
I’m on MacOS Catalina using 3.8. I didn’t think my tabs were as large as the 
photo, but I think that is a perception due to the photo being a closeup. It 
seems I too have some padding in the tab and between the tabs.

I’ll note that with left-side tabs (not sure of other placements) the tab area 
will expand to accommodate the longest title. (I also haven’t tested the limit 
of this)

In the photo there is a long tab name near the bottom. (looks like a report) 
This widens the tab bar and makes the shorter tab names look like they have 
excessive spacing.

The only solution I can think of is to use top or bottom placement. This would 
shrink each tab to fit, but will of course allow fewer tabs to be visible 
without scrolling.

In the meantime, I’ll fire up my gtkinspector and find the css nodes for that 
part of the UI and offer some declarations to try. I should be able to report 
back with those later today.

Regards,
Adrien

> On Jan 3, 2020 w1d3, at 10:43 AM, Colin Law  wrote:
> 
> Has anyone else confirmed whether they are seeing this issue, and if
> so on what OS.  Certainly with 3.6 on Ubuntu 19.10 my tabs are
> noticeably more packed.
> 
> Colin
> 
> On Fri, 3 Jan 2020 at 14:11, William Marshall  wrote:
>> 
>> No.  I can’t seem to find a way to make a change in ~/Library/Application 
>> Support/Gnucash/config/gtk-3.0/gtk.css that impacts the sidebar.  I did find 
>> in the discussion and in other places how to set the padding around the 
>> menubar icons and text, and I see discussion in various places about 
>> changing the sidebar, but none of the changes I attempt have any impact.
>> 
>> I really appreciate you taking the time to respond.
>> 
>> Bill
>> 
>> 
>>> On Jan 1, 2020, at 6:45 PM, D  wrote:
>>> 
>>> William,
>>> 
>>> Did the discussion on css styling not work for you?
>>> 
>>> David T.
>>> 
>>> On January 2, 2020, at 4:05 AM, Colin Law  wrote:
>>> 
>>> I see what you mean.  On Ubuntu with Waterfox browser they are much tighter
>>> packed (gnucash 3.6).
>>> 
>>> Colin
>>> 
>>> On Wed, 1 Jan 2020 at 17:00, William Marshall  wrote:
>>> 
 Colin,
 
 I can’t do a conventional capture, since I need things highlighted by
 selection and mouse activity to show what I mean, but here’s a photo from
 me phone of what I'm talking about.  Notice first that “USAA Sav” is
 selected and see how high the top and bottom boundary are for that
 selection.  Then notice that my mouse is hovering over “USAA Visa” and see
 that it has the same excessive (to my eye) top and bottom boundaries.
 ALSO, notice that there is a separator between the two.  I’d really like to
 scrunch everything together like it used to be.
 
 I really appreciate any help you can provide.
 
 Bill
 
 
 
 On Jan 1, 2020, at 10:00 AM, Colin Law  wrote:
 
 Can you post a screenshot showing exactly what you mean?
 
 Colin
 
 On Wed, 1 Jan 2020 at 00:55, William Marshall via gnucash-user
  wrote:
 
 
 Hi All,
 
 I don’t know if this is the right pace to ask this or not, and I’m sure
 it’s already been asked many times, but Googling for solutions hasn’t
 provided me any relief.  How do I reduce the spacing on the left sidebar
 that lists the accounts and reports that I’ve opened?  Right now, they way
 spread out vertically, which happened when I switched to GnuCash 3.X.  I’m
 currently using GnuCash for Mac version 3.7, Build ID: 3.7+(2019-09-07).
 
 Thank you,
 Bill Marshall

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Re: [GNC] Default Invoice Config

2020-01-03 Thread Axel Essbaum

Hi Adrien

Thanks for the reply.  I see no way to add CSS or control which columns are 
printed in a stylesheet.  Can you describe in more detail or send a screenshot?

Thanks!

- Axel

—
Axel Essbaum
a...@essbaum.com



> On 3 Jan 2020, at 18:41, Adrien Monteleone  
> wrote:
> 
> I’m not sure what you were doing before, but you’d need to edit a stylesheet, 
> the ‘report options’ are more for a one-off. In the config you can select 
> your custom stylesheet to apply.
> 
> I think you can also set your custom stylesheet as a default so you don’t 
> have to select it each time. (or just edit the default sheet)
> 
> Stylesheets now allow you to customize the header as well as insert CSS 
> without having to create a separate CSS file. The options include a logo and 
> one of the stylesheets includes two notes/message fields. (I think that is 
> the footer sheet)
> 
> Regards,
> Adrien
> 
> 
> 
>> On Jan 3, 2020 w1d3, at 3:22 AM, Axel Essbaum  wrote:
>> 
>> 
>> Actually, I see that reusing the Default configuration actually just 
>> reproduces the exact invoice I used when creating the configuration!  
>> Meaning, I posted invoice #001, did "Print Invoice", then clicked options.  
>> Then I edited the options: put in my company logo, put my bank payment info 
>> into the "Extra Notes" field, etc.  Then I did "Save Config".
>> 
>> Then I did "Print Invoice" on invoice #002 and selected the above saved 
>> configuration.  Which gives me back invoice #001.
>> 
>> How can I save the options like company logo, "Extra Notes" field, etc. and 
>> have it automatically applied to all printed invoices?
>> 
>> Barring that, can I go back to 3.6?  Will 3.6 work with a 3.7-edited data 
>> file?
>> 
>> - Axel
>> 
>> —
>> Axel Essbaum
>> a...@essbaum.com
>> 
>> 
>> 
>>> On 2 Jan 2020, at 18:55, Axel Essbaum  wrote:
>>> 
>>> 
>>> In GNC 3.6 (macOS Mojave) I created a configuration for invoices, saved it 
>>> under the name "Default", and then every invoice I printed (to a PDF file) 
>>> automatically adopted this configuration.
>>> 
>>> In 3.7 this appears to no longer work.  I have to manually open the 
>>> configurations listing and select the Default configuration for every 
>>> invoice.  Tedious, obviously.
>>> 
>>> Anyone know what's changed?  How does one set the Default config for 
>>> invoices in 3.7?
>>> 
>>> - Axel
>>> 
>>> —
>>> Axel Essbaum
> 
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Re: [GNC] Multiple GnuCash Rev Installations

2020-01-03 Thread Adrien Monteleone
I was about to say I’ve run side-by-side versions with ease before, but then 
realized, “I’m using a Mac.”

While building is not terribly difficult on linux (especially using the very 
good instructions on the wiki) if you aren’t up for it, consider using 
Virtualbox with a linux guest VM and consider running the other version there. 
If you’re on Linux or Windows this might be the easiest route to take.

Regards,
Adrien

> On Jan 3, 2020 w1d3, at 10:32 AM, John Ralls  wrote:
> 
> 
> 
>> On Jan 3, 2020, at 5:25 AM, Greg Feneis  wrote:
>> 
>> Hi,
>> 
>> Somebody replied to a comment I made about not being able to install an
>> updated GnuCash alongside an older GnuCash, but I lost track of the
>> response. It seemed to relay a variety of ways they were able to achieve
>> multiple installations, but I was unable to discern any information on how
>> that was done.
>> 
>> My wish for the ability to have multiple installations was for the
>> installer dialog to allow this as an option, for anyone to use. I haven't
>> installed GnuCash in a while, but the last time I did, the installer
>> uninstalled the previous installation without an option to leave it there.
>> At the time, I enquired about this very thing and was told it's not an
>> option.
>> 
>> What's the secret?
> 
> You're probably not going to like this: The secret is to get a Mac. That's 
> because on Macs most applications are self-contained bundles containing all 
> of their non-system dependencies and there's no os-maintained list keeping 
> track of them.
> 
> To have multiple installs on Windows or Linux one must bypass the 
> application/package management system by building and installing GnuCash 
> oneself, a task that's beyond the skills of most users.
> 
> Regards,
> John Ralls

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Re: [GNC] v3.8: Budget "total" field

2020-01-03 Thread Adrien Monteleone
I’m considering that approach, but that would mean switching users just for 
testing. I suppose I could set up some sort of common folder to save screen 
shots and crash reports as I don’t want to have activity in the test user not 
be available to me in my main account. If Mac had some sort of container system 
like linux or if I could easily run it in a VM (without a large GB virtual 
disk) I’d prefer that route but that doesn’t seem possible right now.

Regards,
Adrien

> On Jan 3, 2020 w1d3, at 4:04 AM, Michael Hendry  
> wrote:
> 
>> On 3 Jan 2020, at 01:35, Adrien Monteleone via gnucash-user 
>>  wrote:
>> 
>> I thought that was discussed, but delving into the bug threads and others 
>> linked therein, I see the issue a bit more clearly.
>> 
>> Certainly, I think the current underlying approach is the more sane one long 
>> term with a few kinks to be worked out.
>> 
>> I (sadly and apologetically) still haven’t worked out a way to test dev 
>> versions on MacOS without disrupting my normal installation, but I can test 
>> non-OS specific changes via VMs. (I can certainly build maint or other 
>> branches in Ubuntu) If anyone has any suggestions or tips for testing maint 
>> and other builds on the MacOS front *without disturbing my normal stable 
>> installation* , they are certainly appreciated.
> 
> I haven’t tried this, but why not create a new user (e.g. “GCTest”) and run 
> any experimental versions as that user. This would protect your own .gnucash 
> files and configuration settings, as these are per-user, not per-computer.
> 
> Michael
> 
>> 
>> I’m getting ready next week to work on my 2020 budgets, so now would be a 
>> good time to do some testing.
>> 
>> Let me know what types of things you’d like to see answers to and I’ll do 
>> what I can. (in a Linux version for now, as noted)
>> 
>> Regards,
>> Adrien


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Re: [GNC] Opening Balance on Reports

2020-01-03 Thread Christopher Lam
Doable...

On Fri, 3 Jan 2020 at 11:56, Christopher Lam 
wrote:

> This is a nice hack.
>
> It would be even a nicer hack that the transaction report automatically
> inserts the balance brought forward on the same row as the account name. I
> suspect this is doable.
>
> On Fri, 3 Jan 2020, 3:10 pm david whiting,  wrote:
>
>> What I do is add a transaction on the first date of the new period with
>> the
>> transaction reference "Balance carried forward" with nothing in the
>> credit/debit columns. Then a transaction report with running balance has
>> "Balance carried forward" as the first transaction and the running balance
>> shows the amount carried forward. See attached example (our club financial
>> year runs from 1st August to 31st July).
>>
>> David
>>
>> On Thu, 2 Jan 2020, 23:17 Michael or Penny Novack, <
>> stepbystepf...@comcast.net> wrote:
>>
>> > On 1/2/2020 5:33 PM, Christopher Lam wrote:
>> > > If it's a single-creditor liability account, you could try adding the
>> > > Display/Running Balance. However it doesn't quite give you the
>> 'balance
>> > > brought forward' prior to the first printed transaction.
>> > >
>> > I will tell you how I would do this. It would be easy for me, because I
>> > don't insist that that the final printed version be printed from within
>> > gnucash.
>> >
>> > I would use the suggestion above, but set the date range to include the
>> > last transaction before. I would export the resulting report.. I would
>> > then edit the date of that last transaction to be the start date, change
>> > its description to "opening balance" and it's amount to zero/blank << it
>> > is the running balance after this transaction that is the starting
>> > balance >>
>> >
>> > I would then print THAT (or send THAT by electronic means
>> >
>> > Michael D Novack
>> >
>> >
>> > ___
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>
  Transaction Report

  From 14/12/19 to 31/12/20

   Date Num Description Memo/Notes Account Amount Running Balance
   Bank-GBP £1,275.00
   14/12/19 Customer-GBP Bank-GBP [1]-£66.00 [2]£1,209.00
   14/12/19 num Customer-GBP memo1 Bank-GBP [3]£10.00 [4]£1,219.00
   14/12/19 Customer-GBP Bank-GBP [5]£10.00 [6]£1,229.00
   21/12/19 Customer-GBP Bank-GBP [7]£95.00 [8]£1,324.00
   31/12/19 inv-pmt-num Cust-Easy inv-pmt-memo - $100 in GBP Bank-GBP
   [9]£71.43 [10]£1,395.43
   Total For Bank-GBP £120.43
   Bank-USD $961.80
   14/12/19 Vend-USD Bank-USD [11]$100.00 [12]$1,061.80
   23/12/19 num-is-identical Cust-Easy split-memo-from-bank Bank-USD
   [13]$100.00 [14]$1,161.80
   24/12/19 P-101 Cust-Links Bank-USD [15]-$80.00 [16]$1,081.80
   24/12/19 P-100 Cust-Links Bank-USD [17]$80.00 [18]$1,161.80
   25/12/19 Cust-Links memo Bank-USD [19]$36.00 [20]$1,197.80
   31/12/19 inv-pmt-num Cust-Easy inv-pmt-memo - $15 Bank-USD [21]$15.00
   [22]$1,212.80
   02/01/20 pmt-num Cust-Easy bank-memo Bank-USD [23]$304.25 [24]$1,517.05
   Total For Bank-USD $555.25
 __

   Grand Total $555.25
   £120.43

References

   1. gnc-register:split-guid=b268ff596c8e47f59d20d21f39eb4203
   2. gnc-register:split-guid=b268ff596c8e47f59d20d21f39eb4203
   3. gnc-register:split-guid=fe2e392ffdc84c8f874f1bc0d79c3e75
   4. gnc-register:split-guid=fe2e392ffdc84c8f874f1bc0d79c3e75
   5. gnc-register:split-guid=105167d4cc31453d9770d84cd7c9cf7e
   6. gnc-register:split-guid=105167d4cc31453d9770d84cd7c9cf7e
   7. gnc-register:split-guid=e8f7d0f441d2408ebef8fff5d2120f48
   8. gnc-register:split-guid=e8f7d0f441d2408ebef8fff5d2120f48
   9. gnc-register:split-guid=baf7b2f7eab04a2e8cf4771280d938fc
  10. gnc-register:split-guid=baf7b2f7eab04a2e8cf4771280d938fc
  11. gnc-register:split-guid=aba54ee0c28b4157bb76d330c90906e8
  12. gnc-register:split-guid=aba54ee0c28b4157bb76d330c90906e8
  13. gnc-register:split-guid=bfd9796a84264ca98a53a76bd004c464
  14. gnc-register:split-guid=bfd9796a84264ca98a53a76bd004c464
  15. gnc-register:split-guid=179dca0494064776a63b992e16c4f719
  16. gnc-register:split-guid=179dca0494064776a63b992e16c4f719
  17. 

Re: [GNC] v3.8 AQBanking in the US

2020-01-03 Thread John Ralls



> On Jan 3, 2020, at 7:09 AM, Derek Atkins  wrote:
> 
> John Ralls  writes:
> 
>> I don't know how much of that's fixable from GnuCash. Martin said last
>> week that he's suspended development of OFX so anything that isn't is
>> presumably broken forever.
> 
> Did he give a reason for suspending OFX development?

Yes: https://lists.gnucash.org/pipermail/gnucash-user/2019-December/088350.html

Regards,
John Ralls

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Re: [GNC] Multiple GnuCash Rev Installations

2020-01-03 Thread John Ralls



> On Jan 3, 2020, at 5:25 AM, Greg Feneis  wrote:
> 
> Hi,
> 
> Somebody replied to a comment I made about not being able to install an
> updated GnuCash alongside an older GnuCash, but I lost track of the
> response. It seemed to relay a variety of ways they were able to achieve
> multiple installations, but I was unable to discern any information on how
> that was done.
> 
> My wish for the ability to have multiple installations was for the
> installer dialog to allow this as an option, for anyone to use. I haven't
> installed GnuCash in a while, but the last time I did, the installer
> uninstalled the previous installation without an option to leave it there.
> At the time, I enquired about this very thing and was told it's not an
> option.
> 
> What's the secret?

You're probably not going to like this: The secret is to get a Mac. That's 
because on Macs most applications are self-contained bundles containing all of 
their non-system dependencies and there's no os-maintained list keeping track 
of them.

To have multiple installs on Windows or Linux one must bypass the 
application/package management system by building and installing GnuCash 
oneself, a task that's beyond the skills of most users.

Regards,
John Ralls



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Re: [GNC] Chaning left sidebar spacing

2020-01-03 Thread D via gnucash-user
Oh. Ok. I'm sorry it's not working for you; I'm pretty sure that, prior to my 
leaving the Apple world, I was able to change the appearance of Gnucash by 
following the css styling instructions. That included the tab height. 
Unfortunately, for this discussion, I no longer have my Mac to look at the 
configuration to guide you further.

For testing, you might try applying a basic broad css style (like changing the 
base font face) to see whether you can get any css to take. Once you get that 
working, add the tab height settings to the file and see the results. A lot of 
this requires just the right file name in just the right location with just the 
right formatting; get any of our setting, and none of it works.

Best of luck,
David T.

On January 3, 2020, at 7:41 PM, William Marshall  wrote:

No.  I can’t seem to find a way to make a change in ~/Library/Application 
Support/Gnucash/config/gtk-3.0/gtk.css that impacts the sidebar.  I did find in 
the discussion and in other places how to set the padding around the menubar 
icons and text, and I see discussion in various places about changing the 
sidebar, but none of the changes I attempt have any impact.

I really appreciate you taking the time to respond.

Bill


> On Jan 1, 2020, at 6:45 PM, D  wrote:
> 
> William,
> 
> Did the discussion on css styling not work for you?
> 
> David T.
> 
> On January 2, 2020, at 4:05 AM, Colin Law  wrote:
> 
> I see what you mean.  On Ubuntu with Waterfox browser they are much tighter
> packed (gnucash 3.6).
> 
> Colin
> 
> On Wed, 1 Jan 2020 at 17:00, William Marshall  wrote:
> 
>> Colin,
>> 
>> I can’t do a conventional capture, since I need things highlighted by
>> selection and mouse activity to show what I mean, but here’s a photo from
>> me phone of what I'm talking about.  Notice first that “USAA Sav” is
>> selected and see how high the top and bottom boundary are for that
>> selection.  Then notice that my mouse is hovering over “USAA Visa” and see
>> that it has the same excessive (to my eye) top and bottom boundaries.
>> ALSO, notice that there is a separator between the two.  I’d really like to
>> scrunch everything together like it used to be.
>> 
>> I really appreciate any help you can provide.
>> 
>> Bill
>> 
>> 
>> 
>> On Jan 1, 2020, at 10:00 AM, Colin Law  wrote:
>> 
>> Can you post a screenshot showing exactly what you mean?
>> 
>> Colin
>> 
>> On Wed, 1 Jan 2020 at 00:55, William Marshall via gnucash-user
>>  wrote:
>> 
>> 
>> Hi All,
>> 
>> I don’t know if this is the right pace to ask this or not, and I’m sure
>> it’s already been asked many times, but Googling for solutions hasn’t
>> provided me any relief.  How do I reduce the spacing on the left sidebar
>> that lists the accounts and reports that I’ve opened?  Right now, they way
>> spread out vertically, which happened when I switched to GnuCash 3.X.  I’m
>> currently using GnuCash for Mac version 3.7, Build ID: 3.7+(2019-09-07).
>> 
>> Thank you,
>> Bill Marshall
>> ___
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>> 
>> 

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Re: [GNC] v3.8 AQBanking in the US

2020-01-03 Thread Derek Atkins
John Ralls  writes:

> I don't know how much of that's fixable from GnuCash. Martin said last
> week that he's suspended development of OFX so anything that isn't is
> presumably broken forever.

Did he give a reason for suspending OFX development?

> Please remember to CC this list on all your replies.
> You can do this by using Reply-To-List or Reply-All.

-derek

-- 
   Derek Atkins 617-623-3745
   de...@ihtfp.com www.ihtfp.com
   Computer and Internet Security Consultant
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Re: [GNC] Multiple GnuCash Rev Installations

2020-01-03 Thread boldstripe
Greg: you can search for your own, and other people's, old messages on the
Nabble web site of the Gnucash mailing list. For example this message thread
is posted on this page, where you will find a search box. There are ways to
filter out just your own messages, too, there.
http://gnucash.1415818.n4.nabble.com/GNC-Multiple-GnuCash-Rev-Installations-td4715203.html




--
Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html
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[GNC] Multiple GnuCash Rev Installations

2020-01-03 Thread Greg Feneis
Hi,

Somebody replied to a comment I made about not being able to install an
updated GnuCash alongside an older GnuCash, but I lost track of the
response. It seemed to relay a variety of ways they were able to achieve
multiple installations, but I was unable to discern any information on how
that was done.

My wish for the ability to have multiple installations was for the
installer dialog to allow this as an option, for anyone to use. I haven't
installed GnuCash in a while, but the last time I did, the installer
uninstalled the previous installation without an option to leave it there.
At the time, I enquired about this very thing and was told it's not an
option.

What's the secret?

Kind regards, Greg Feneis
(Pixel 3)
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Re: [GNC] Opening Balance on Reports

2020-01-03 Thread Christopher Lam
This is a nice hack.

It would be even a nicer hack that the transaction report automatically
inserts the balance brought forward on the same row as the account name. I
suspect this is doable.

On Fri, 3 Jan 2020, 3:10 pm david whiting,  wrote:

> What I do is add a transaction on the first date of the new period with the
> transaction reference "Balance carried forward" with nothing in the
> credit/debit columns. Then a transaction report with running balance has
> "Balance carried forward" as the first transaction and the running balance
> shows the amount carried forward. See attached example (our club financial
> year runs from 1st August to 31st July).
>
> David
>
> On Thu, 2 Jan 2020, 23:17 Michael or Penny Novack, <
> stepbystepf...@comcast.net> wrote:
>
> > On 1/2/2020 5:33 PM, Christopher Lam wrote:
> > > If it's a single-creditor liability account, you could try adding the
> > > Display/Running Balance. However it doesn't quite give you the 'balance
> > > brought forward' prior to the first printed transaction.
> > >
> > I will tell you how I would do this. It would be easy for me, because I
> > don't insist that that the final printed version be printed from within
> > gnucash.
> >
> > I would use the suggestion above, but set the date range to include the
> > last transaction before. I would export the resulting report.. I would
> > then edit the date of that last transaction to be the start date, change
> > its description to "opening balance" and it's amount to zero/blank << it
> > is the running balance after this transaction that is the starting
> > balance >>
> >
> > I would then print THAT (or send THAT by electronic means
> >
> > Michael D Novack
> >
> >
> > ___
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Re: [GNC] v3.8: Budget "total" field

2020-01-03 Thread Michael Hendry
> On 3 Jan 2020, at 01:35, Adrien Monteleone via gnucash-user 
>  wrote:
> 
> I thought that was discussed, but delving into the bug threads and others 
> linked therein, I see the issue a bit more clearly.
> 
> Certainly, I think the current underlying approach is the more sane one long 
> term with a few kinks to be worked out.
> 
> I (sadly and apologetically) still haven’t worked out a way to test dev 
> versions on MacOS without disrupting my normal installation, but I can test 
> non-OS specific changes via VMs. (I can certainly build maint or other 
> branches in Ubuntu) If anyone has any suggestions or tips for testing maint 
> and other builds on the MacOS front *without disturbing my normal stable 
> installation* , they are certainly appreciated.

I haven’t tried this, but why not create a new user (e.g. “GCTest”) and run any 
experimental versions as that user. This would protect your own .gnucash files 
and configuration settings, as these are per-user, not per-computer.

Michael

> 
> I’m getting ready next week to work on my 2020 budgets, so now would be a 
> good time to do some testing.
> 
> Let me know what types of things you’d like to see answers to and I’ll do 
> what I can. (in a Linux version for now, as noted)
> 
> Regards,
> Adrien

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Re: [GNC] Default Invoice Config

2020-01-03 Thread Axel Essbaum

Actually, I see that reusing the Default configuration actually just reproduces 
the exact invoice I used when creating the configuration!  Meaning, I posted 
invoice #001, did "Print Invoice", then clicked options.  Then I edited the 
options: put in my company logo, put my bank payment info into the "Extra 
Notes" field, etc.  Then I did "Save Config".

Then I did "Print Invoice" on invoice #002 and selected the above saved 
configuration.  Which gives me back invoice #001.

How can I save the options like company logo, "Extra Notes" field, etc. and 
have it automatically applied to all printed invoices?

Barring that, can I go back to 3.6?  Will 3.6 work with a 3.7-edited data file?

- Axel

—
Axel Essbaum
a...@essbaum.com



> On 2 Jan 2020, at 18:55, Axel Essbaum  wrote:
> 
> 
> In GNC 3.6 (macOS Mojave) I created a configuration for invoices, saved it 
> under the name "Default", and then every invoice I printed (to a PDF file) 
> automatically adopted this configuration.
> 
> In 3.7 this appears to no longer work.  I have to manually open the 
> configurations listing and select the Default configuration for every 
> invoice.  Tedious, obviously.
> 
> Anyone know what's changed?  How does one set the Default config for invoices 
> in 3.7?
> 
> - Axel
> 
> —
> Axel Essbaum
> a...@essbaum.com
> 
> 
> 

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Re: [GNC] Opening Balance on Reports

2020-01-03 Thread david whiting
What I do is add a transaction on the first date of the new period with the
transaction reference "Balance carried forward" with nothing in the
credit/debit columns. Then a transaction report with running balance has
"Balance carried forward" as the first transaction and the running balance
shows the amount carried forward. See attached example (our club financial
year runs from 1st August to 31st July).

David

On Thu, 2 Jan 2020, 23:17 Michael or Penny Novack, <
stepbystepf...@comcast.net> wrote:

> On 1/2/2020 5:33 PM, Christopher Lam wrote:
> > If it's a single-creditor liability account, you could try adding the
> > Display/Running Balance. However it doesn't quite give you the 'balance
> > brought forward' prior to the first printed transaction.
> >
> I will tell you how I would do this. It would be easy for me, because I
> don't insist that that the final printed version be printed from within
> gnucash.
>
> I would use the suggestion above, but set the date range to include the
> last transaction before. I would export the resulting report.. I would
> then edit the date of that last transaction to be the start date, change
> its description to "opening balance" and it's amount to zero/blank << it
> is the running balance after this transaction that is the starting
> balance >>
>
> I would then print THAT (or send THAT by electronic means
>
> Michael D Novack
>
>
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Transaction Report--03_01_20.pdf
Description: Adobe PDF document
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