Re: [GNC] Using GnuCash Wiki: Add Stock Page: Screenshots Added
CORRECTION: My latest contribution is now here: https://wiki.gnucash.org/wiki/PostgreSQL-Requests_For_Direct_Database_Access (Puts down fire extinguisher ;--)) Geoff = On 16/10/2022 12:54 pm, Geoff wrote: Looks good to me too, thank you David. NOTE I have just attempted another (more restrained) Wiki update here: https://wiki.gnucash.org/wiki/SQL#Prices (Fastens asbestos suit ;--)) Thanks Geoff = On 13/10/2022 6:05 am, Frank H. Ellenberger wrote: Thanks, David! :-) Am 12.10.22 um 09:01 schrieb David T.: Frank, I've just rewritten the page extensively, and in the course of doing so, I added back your category and headers. David T. On Oct 12, 2022, 2:31 AM, at 2:31 AM, "Frank H. Ellenberger" wrote: Am 12.10.22 um 01:17 schrieb Geoff: I have reverted all of my changes. … and my also. :-( Thanks Frank ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Using GnuCash Wiki: Add Stock Page: Screenshots Added
Looks good to me too, thank you David. NOTE I have just attempted another (more restrained) Wiki update here: https://wiki.gnucash.org/wiki/SQL#Prices (Fastens asbestos suit ;--)) Thanks Geoff = On 13/10/2022 6:05 am, Frank H. Ellenberger wrote: Thanks, David! :-) Am 12.10.22 um 09:01 schrieb David T.: Frank, I've just rewritten the page extensively, and in the course of doing so, I added back your category and headers. David T. On Oct 12, 2022, 2:31 AM, at 2:31 AM, "Frank H. Ellenberger" wrote: Am 12.10.22 um 01:17 schrieb Geoff: I have reverted all of my changes. … and my also. :-( Thanks Frank ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Slow migration
Please forgive me if this is too non-specific and generalized, I'm sure someone else who's made the MSmoney –> GnuCash migration can lend assistance (there are threads from the past on this subject, so it has been done) but I'll offer some general considerations and ideas. #1 Can MSmoney export a chart of accounts? If so, do that and then import to GnuCash. Else, manually recreate your accounts in GnuCash with MSmoney open side-by-side. Get your existing accounts straight as a first step. #2 Can MSmoney export CSV of all, or better, individual accounts? If so, export a singular account, probably an asset (which will of course, contain splits linked to many others, likely expenses) and import it to GnuCash. If due to the size of your MSmoney history, there is no such thing as 'small' account, then pick one and export at least one month or so of transactions for practice. Import that to GnuCash to learn the import process. You'll likely do this a few times to refine your learning. Keep the Help & Tutorial open for reference while doing so. Take your time. Don't rush or try to import too much. #3 If you've gotten this far, then iterate, if not, ask for more help. Import more periods of the same account, and/or, import more accounts. Eventually, you'll end up with everything in GnuCash. I'd start with all Asset accounts, then move to fill in gaps with any transactions that only involve non-asset accounts. - The reason for this piecemeal approach is that there is no 'all-in-one' conversion between the two apps. By breaking up the import, you get to tell GnuCash how to import data and 'teach' the importer along the way so that it will guess what you want to do as you go through the subsequent periods and accounts. (a piece by piece approach with iterative 'learning/correction/teaching' results in less work overall vs. an all-at-once attempt. It keeps guessing as you go and gets better at guessing as you teach/correct it.) - At any particular point, if you get stuck, ask back here for help. - As others have mentioned, establish a date cutoff. Once you've imported your current Chart of Accounts from MSmoney, then enter all new transactions past that date directly into GnuCash only. Then you get to take your time importing your historical data. If you want, you can create 'opening balances' based off your current accounts as of the 'cutoff dates' and then later remove those entries when you successfully import your historical data. (which means at that point your 'opening' entries in GnuCash would be considered 'duplicates', superfluous, and eligible for deletion, or at least reversal if you're a stickler for non-editing.) Regards, Adrien On 10/15/22 5:15 AM, Trevor Richards via gnucash-user wrote: I've been using MSmoney for my personal financial management for about 20 years. When it went 'sunset' I started looking around and found GNUcash. I signed up & I've been following you all here ever since. I made some tentative attempts to convert over but it has always been a disaster. I have personal bank accounts and investments with about multiple banks & institutions around the world (NZ, UK, Jersey, Malaysia, Australia, Singapore). I think you can imagine what my MSmoney records look like. It does not seem feasible to me to attempt a full on file transfer. I've tried a few times in the past but I just create a mess that I have no time to solve. I was wondering if there was a better strategy for a 'slow' migration. Any thoughts on this? ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Slow migration
I switched after using Quicken for about 20 years. I was never able to get my Quicken data to import, so I just started using GnuCash with starting balances, and then entered investment back data as I needed it. Now that I've been on GnuCash for over six years, there is nothing I need to go back to Quicken for. On Sat, Oct 15, 2022 at 8:49 AM Murugan Muruganandam < m.muruganan...@hotmail.com> wrote: > hi Richard > > I went through a similar experience two years ago (not from MSmoney > though). i took an approach of taking a cutoff date and move the balances > into GNUCash and offset against equity. On the securities it will be a bit > complex as you have to arrive at the average cost. for a brief period i > have to maintain both the systems, but now i only rely on GNUCash. > > > > > Saludos Cordiales > > > Murugan > > > From: gnucash-user hotmail@gnucash.org> on behalf of Trevor Richards via gnucash-user < > gnucash-user@gnucash.org> > Sent: Saturday, October 15, 2022 7:15 AM > To: gnucash-user@gnucash.org > Subject: [GNC] Slow migration > > I've been using MSmoney for my personal financial management for about 20 > years. When it went 'sunset' I started looking around and found GNUcash. I > signed up & I've been following you all here ever since. I made some > tentative attempts to convert over but it has always been a disaster. I > have personal bank accounts and investments with about multiple banks & > institutions around the world (NZ, UK, Jersey, Malaysia, Australia, > Singapore). I think you can imagine what my MSmoney records look like. It > does not seem feasible to me to attempt a full on file transfer. I've tried > a few times in the past but I just create a mess that I have no time to > solve. > I was wondering if there was a better strategy for a 'slow' migration. Any > thoughts on this? > > Kind regards, > Trevor > ___ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > - > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. > ___ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > - > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. > -- _ Richard Losey rlo...@gmail.com Micah 6:8 ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Price database
Thank you. This will be a new experience for me - I have never even looked at SQL, much less have any facility with it. All the included reports don't touch the price database itself, and I don't know how to create an appropriate one from the menu in GC. Off to look at the wiki :) Probably tomorrow - too late today, and I have other more homely tasks still to do. - Elmar On 10/15/22 13:40, john wrote: The easiest would be to save your book to SQLite3: File>Save As..., pick Sqlite3 from the drop-down at the top of the dialog, pick a file name and location. Then run a query on the prices table (see https://wiki.gnucash.org/wiki/SQL#Prices for the schema; you may want to join on commodities to get the security's symbol and namespace and the currency's ISO-4217 code). Note that the actual price is saved in two fields, value_num and value_denom, that represents a fraction. Sqlite3 has a -csv option to output csv and a -o option to write a file. Regards, John Ralls On Oct 15, 2022, at 9:39 AM, Elmar wrote: Asking again - is there any way to get the accumulated data copied from the price database into a spreadsheet? - Elmar ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Price database
Thank you, but how I have my investments labeled make sense to me, and
not to any online databases. I personally enter the quarterly (or
monthly) prices that the statements give me (some of which are not
tracked by, say, finance:quote), so conventional tools are really
useless for me. It's my personal GC price database I want to export as
a whole thing (all the "investments", with all their date stamped data,
appropriately labeled for later massaging in a spreadsheet).
- Elmar
On 10/15/22 14:19, Murugan Muruganandam wrote:
if you are looking for historical price data for analysis, you can use
google finance function in goolge sheets to get the same, for example
=GOOGLEFINANCE("AAPL","price",DATE(2016,1,1),today(),"DAILY") will
give you daily rates from 2016 january
Saludos Cordiales
Murugan
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Re: [GNC] Price database
if you are looking for historical price data for analysis, you can use google
finance function in goolge sheets to get the same, for example
=GOOGLEFINANCE("AAPL", "price", DATE(2016,1,1), today(), "DAILY") will give you
daily rates from 2016 january
Saludos Cordiales
Murugan
From: gnucash-user
on behalf of john
Sent: Saturday, October 15, 2022 2:40 PM
To: Elmar
Cc: Gnucash Users
Subject: Re: [GNC] Price database
The easiest would be to save your book to SQLite3: File>Save As..., pick
Sqlite3 from the drop-down at the top of the dialog, pick a file name and
location.
Then run a query on the prices table (see
https://wiki.gnucash.org/wiki/SQL#Prices for the schema; you may want to join
on commodities to get the security's symbol and namespace and the currency's
ISO-4217 code). Note that the actual price is saved in two fields, value_num
and value_denom, that represents a fraction. Sqlite3 has a -csv option to
output csv and a -o option to write a file.
Regards,
John Ralls
> On Oct 15, 2022, at 9:39 AM, Elmar wrote:
>
> Asking again - is there any way to get the accumulated data copied from the
> price database into a spreadsheet?
>
> - Elmar
>
> ___
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Re: [GNC] Price database
The easiest would be to save your book to SQLite3: File>Save As..., pick Sqlite3 from the drop-down at the top of the dialog, pick a file name and location. Then run a query on the prices table (see https://wiki.gnucash.org/wiki/SQL#Prices for the schema; you may want to join on commodities to get the security's symbol and namespace and the currency's ISO-4217 code). Note that the actual price is saved in two fields, value_num and value_denom, that represents a fraction. Sqlite3 has a -csv option to output csv and a -o option to write a file. Regards, John Ralls > On Oct 15, 2022, at 9:39 AM, Elmar wrote: > > Asking again - is there any way to get the accumulated data copied from the > price database into a spreadsheet? > > - Elmar > > ___ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > - > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
[GNC] Price database
Asking again - is there any way to get the accumulated data copied from the price database into a spreadsheet? - Elmar ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Slow migration
hi Richard I went through a similar experience two years ago (not from MSmoney though). i took an approach of taking a cutoff date and move the balances into GNUCash and offset against equity. On the securities it will be a bit complex as you have to arrive at the average cost. for a brief period i have to maintain both the systems, but now i only rely on GNUCash. Saludos Cordiales Murugan From: gnucash-user on behalf of Trevor Richards via gnucash-user Sent: Saturday, October 15, 2022 7:15 AM To: gnucash-user@gnucash.org Subject: [GNC] Slow migration I've been using MSmoney for my personal financial management for about 20 years. When it went 'sunset' I started looking around and found GNUcash. I signed up & I've been following you all here ever since. I made some tentative attempts to convert over but it has always been a disaster. I have personal bank accounts and investments with about multiple banks & institutions around the world (NZ, UK, Jersey, Malaysia, Australia, Singapore). I think you can imagine what my MSmoney records look like. It does not seem feasible to me to attempt a full on file transfer. I've tried a few times in the past but I just create a mess that I have no time to solve. I was wondering if there was a better strategy for a 'slow' migration. Any thoughts on this? Kind regards, Trevor ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
[GNC] Slow migration
I've been using MSmoney for my personal financial management for about 20 years. When it went 'sunset' I started looking around and found GNUcash. I signed up & I've been following you all here ever since. I made some tentative attempts to convert over but it has always been a disaster. I have personal bank accounts and investments with about multiple banks & institutions around the world (NZ, UK, Jersey, Malaysia, Australia, Singapore). I think you can imagine what my MSmoney records look like. It does not seem feasible to me to attempt a full on file transfer. I've tried a few times in the past but I just create a mess that I have no time to solve. I was wondering if there was a better strategy for a 'slow' migration. Any thoughts on this? Kind regards, Trevor ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
