[GNC] GnuCash preferred OS - Windows or Linux

2023-08-01 Thread flywire
?? Importing Bank Statements works fine and saves the data entry issues.
Certainly, other means are required to verify the data. A duplicate
insurance payment was identified straight away after importing a bank
statement for tax reporting.
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Re: [GNC] GnuCash preferred OS - Windows or Linux

2023-08-01 Thread Michael or Penny Novack

On 8/1/2023 4:29 AM, Ben Kamen wrote:

On 7/27/23 11:55 AM, Adrien Monteleone wrote:
GnuCash won't let you make 'double entry errors'. 


Well - I think I used the wrong term...

When i say "double entry" - I'm meaning having to manually enter 
transactions from banking statements into accounting software.I'd like 
to avoid that if possible just to avoid the mistakes.


Maybe it ultimately won't matter. Haven't decided yet.

Cheers,
  -Ben

a) Absolutely do not in this forum use the term "double entry" for other 
than its main purpose.


b) NO, you should already have manually entered those transactions into 
your books when you wrote the checks, made the EFT, made a deposit, etc. 
Then when you have the (monthly?) statement from the bank you reconcile 
what your account has with what the bank indicates you have. You make 
sure these agree or at least know why they don't.


For example, if you are JUST bringing what the bank has into gnucash how 
would you EVER detect that somehow an automatic monthly EFT was taking 
place that you didn't set up (didn't think you had authorized).


Michael D Novack


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Re: [GNC] GnuCash preferred OS - Windows or Linux

2023-08-01 Thread Ben Kamen

On 7/27/23 11:55 AM, Adrien Monteleone wrote:
GnuCash won't let you make 'double entry errors'. 


Well - I think I used the wrong term...

When i say "double entry" - I'm meaning having to manually enter transactions 
from banking statements into accounting software.

I'd like to avoid that if possible just to avoid the mistakes.

Maybe it ultimately won't matter. Haven't decided yet.

Cheers,

 -Ben

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Re: [GNC] GnuCash preferred OS - Windows or Linux

2023-08-01 Thread Ben Kamen

On 7/27/23 2:11 PM, R Losey wrote:


On Thu, Jul 27, 2023 at 2:59 AM Ben Kamen mailto:b...@benkamen.net>> wrote:

On 7/25/23 9:31 PM, R Losey wrote:

I'm not afraid of compiling stuff (I design FPGAs and regularly have to 
write the Linux Kernel drivers for my FPGA device designs and then the userland 
software to drive it. Oy!)

but I do like to run my financial stuff in a dedicated thin install of 
windows in a VM on my main Linux server which I can get to from everywhere via 
VPN tunnel back to my server with VNC. So there is that.


Noted. While I have built some apps under Linux, I attempted to build GnuCash 
once upon a time (before I knew about this list), and it failed... it failed 
badly enough that it corrupted my existing Linux install, and I could not run 
GnuCash at all. With this list available, I may try again sometime to do the 
build... I will need to set aside the time.


So far, on my laptop, the version is close (5.3 something) - so that's cool.






If you can get GnuCash running on Linux, it's nice that Linux already has 
perl, so one doesn't have to install a perl environment (should you care about 
online quotes).

I started tinkering with it on my laptop which is Mint (with a Windows VM 
via VBox) -- but really dug in deep with the install on the aforementioned 
windows VM on my network's central Linux Server.



I don't know if you'll use the stock quotes, but on Windows, you have to 
install a Windows-based perl environment (Strawberry Perl, I think). Even then, 
it didn't seem to work well for me. I may have just given up too easily.  But 
if you don't need this feature, windows will work great.  For the last several 
years of using Quicken, I ran it on a Virtualbox VM running Windows.



Yea - mostly I do consulting and want to be able to enter invoices to sent to 
customers, track payments and other income or expenses.

Yea, running a windows VM with bare essentials is what I'm doing.





I gave up trying to get GnuCash to talk to various financial institutions; 
I enter everything manually and routinely balance my accounts. It works for me.


OK - that's good to know. A major reason I'm ticked at QB/Intuit is their 
mucking with the sync stuff (when they don't have to) and the choice there is, 
"If I'm going to manually enter transactions, then is moving to something else 
even worth it. The whole point is to avoid the double entry errors if possible.)


I used sync under Quicken, but only to check that I hadn't missed anything. 
From what I've read, it can be a bit of an issue in GnuCash, so I'm fine with 
entering things manually and reconciling accounts on a regular basis.


Thanks for the info though... I'm gonna keep tinkering for now.


You're welcome... Enjoy tinkering!!


Thanks for the comments/insight.
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Re: [GNC] GnuCash preferred OS - Windows or Linux

2023-07-27 Thread R Losey
On Thu, Jul 27, 2023 at 2:59 AM Ben Kamen  wrote:

> On 7/25/23 9:31 PM, R Losey wrote:
>
>
>
> I'm not afraid of compiling stuff (I design FPGAs and regularly have to
> write the Linux Kernel drivers for my FPGA device designs and then the
> userland software to drive it. Oy!)
>
> but I do like to run my financial stuff in a dedicated thin install of
> windows in a VM on my main Linux server which I can get to from everywhere
> via VPN tunnel back to my server with VNC. So there is that.
>

Noted. While I have built some apps under Linux, I attempted to build
GnuCash once upon a time (before I knew about this list), and it failed...
it failed badly enough that it corrupted my existing Linux install, and I
could not run GnuCash at all. With this list available, I may try again
sometime to do the build... I will need to set aside the time.



> If you can get GnuCash running on Linux, it's nice that Linux already has
> perl, so one doesn't have to install a perl environment (should you care
> about online quotes).
>
> I started tinkering with it on my laptop which is Mint (with a Windows VM
> via VBox) -- but really dug in deep with the install on the aforementioned
> windows VM on my network's central Linux Server.
>


I don't know if you'll use the stock quotes, but on Windows, you have to
install a Windows-based perl environment (Strawberry Perl, I think). Even
then, it didn't seem to work well for me. I may have just given up too
easily.  But if you don't need this feature, windows will work great.  For
the last several years of using Quicken, I ran it on a Virtualbox VM
running Windows.



I gave up trying to get GnuCash to talk to various financial institutions;
> I enter everything manually and routinely balance my accounts. It works for
> me.
>
>
> OK - that's good to know. A major reason I'm ticked at QB/Intuit is their
> mucking with the sync stuff (when they don't have to) and the choice there
> is, "If I'm going to manually enter transactions, then is moving to
> something else even worth it. The whole point is to avoid the double entry
> errors if possible.)
>

I used sync under Quicken, but only to check that I hadn't missed anything.
From what I've read, it can be a bit of an issue in GnuCash, so I'm fine
with entering things manually and reconciling accounts on a regular basis.




> Thanks for the info though... I'm gonna keep tinkering for now.
>

You're welcome... Enjoy tinkering!!

_
Richard Losey
rlo...@gmail.com
Micah 6:8
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Re: [GNC] GnuCash preferred OS - Windows or Linux

2023-07-27 Thread Kalpesh Patel
GNC uses single matcher engine for all imports which I must say is very, very 
good. Once it is trained up, it should suggest to put things into right buckets 
as the contra side of the transaction. There also ability to add, update, 
ignore and reconcile for each transaction imported via ofx/qfx or csv engines.

If you are going to perform pure imports without inputting transactions ahead 
of time then issue of double entry does not arise.  

-Original Message-
From: Ben Kamen  
Sent: Thursday, July 27, 2023 4:10 AM
To: gnucash-u...@lists.gnucash.org
Subject: Re: [GNC] GnuCash preferred OS - Windows or Linux

On 7/26/23 7:37 AM, Kalpesh Patel wrote:
> Welcome to GNC.
>
> I am on Windows 11 platform where I seem to find it that I get into less of 
> troubles when it comes to getting it installed and, up and running. I have 
> been versed in all three platforms (Windows, Linux and Mac) but I find it 
> easier to work with it in Windows. There are some manual one time install 
> intervention needed (installing Perl for example; figuring out Linux 
> equivalent paths for customization and backups) but it is not that earth 
> shattering as I believe lots of kinks has been worked out, documented here 
> and there, there is user contributed work around if need to resort to it and 
> this user group which is active.
>
> At the end of the day, don't let GNC dictate which platform you want as more 
> of let your utility of the platform dictate what platform to run it on. All 
> three platforms are supported so you are in IMHO good hands, albeit different 
> platform may exhibit different bugs or un-published features per release. I 
> do now and then flip the platform between Linux and Windows as a convenience 
> but stay mostly on Windows.

Got it.

> I use XML as the backend for storage which works well even considering that 
> it is medium to large size book. It provides easiest ways to recover, share, 
> fix and rollback (take a checkpoint or copy before "experimenting") should 
> there be a problem.
That's good to know too. Thanks!

> I am covert from Quicken so I have learned great deal of lessons from 
> conversion especially getting to learn double entry system - start with zero 
> and end with zero .
>
> As a convert, I did lose a lot of automated download via direct connect or 
> Quicken Web Express but since most financial institution allows download of 
> transactions in OFX/QFX or CSV format, I simply just download it in OFX/QFX 
> format and import to bring transactions up to date or I'll put together 
> something crude in shell script to convert CSV to QIF format and import it as 
> QIF format.
That's a good item as well. My bank allows CSV, QFX and QBO formats while my 
credit cards allow CSV and QFX.

If I have to do the downloads manually (as long as I avoid double entry of 
every transaction), that would work out fine too.

Thanks for the info,

  -Ben

   




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Re: [GNC] GnuCash preferred OS - Windows or Linux

2023-07-27 Thread Adrien Monteleone

GnuCash won't let you make 'double entry errors'.

It helpfully forces all transactions to balance.

It does this by automatically creating a split assigned to either the 
Imbalance or Orphan accounts if you fail to balance the transaction 
properly and commit it anyway. (I don't recall the rules as to which one 
it uses when, but that is likely documented in Help)


If you ever see a balance in those accounts, you can bet you made a 
mistake, and then you can look it over to fix it. (they should be quite 
limited in number unless you import transactions by the hundreds and 
then don't review them in the process properly)


For some transactions, I don't enter them in a timely fashion, so if I'm 
unsure of some part of it, I'll assign a split to one of those accounts 
just as a 'tagging' method so I don't lose track of them with a note to 
investigate further.


Of course, there is plenty of room for other types of mistakes, but that 
is true of any software, or pen and paper.


Regards,
Adrien

On 7/27/23 2:59 AM, Ben Kamen wrote:
The whole point is to avoid the 
double entry errors if possible.)


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Re: [GNC] GnuCash preferred OS - Windows or Linux

2023-07-27 Thread Doug
On Thu, 27 Jul 2023 03:14:07 -0500
my 2c worth: I have been running Gnucash on PCLinuxOS forever (or so it seems).
They are usually up to date with releases. Currently Build ID: 
5.3+(2023-06-26). 
Loaded weeks ago.

 Love both Gnucash, & PCLinuxOS: they both just work!
 Only thing I could have used was GST support(a VAT type tax used in Australia) 
when I was running a 
business, but now I am retired, who cares! (the go-go years, the slo-go years,
then the no-go years! Currently towards end of go-go...

Thanks to the Developers for the support over the years.

regards, Doug


Ben Kamen  wrote:

> On 7/26/23 7:55 AM, Mark at Lorimark wrote:
> > I am a staunch Linux user, and came from the Quickbooks world as well. I am 
> > running a very small database, but have it in the sqlite, since that (for 
> > me) is very easy to work inside of if i need to poke around in the database 
> > (which I do).  
> 
> 
> Which version of Linux? And are you compiling or running flatpak or distro 
> supplied versions?
> 
> 
> >
> > I much prefer the 'double entry' approach to things rather than the bubble 
> > wrapped QB environment  
> 
> I always worry about missing something somewhere.
> 
> >
> > and yes QB is getting expensive!  
> 
> It's irritating as the pricing jump is so obviously designed to push users to 
> their web product and it's just gobsmacking that anyone at a financial 
> software company would think it's a good idea to put one's financial life 
> onto cloud services. (whether personal or company/business)
> 
> And then there's Intuit. Go figure.
> 
> Insane.
> 
> 
> > I can't imagine any functional difference between any of the platforms as 
> > it pertains to GnuCash.   
> 
> Yea, I just have to keep plugging at it to figure out how to make everything 
> work for me.
> 
> Thanks,
> 
>   -Ben
> 
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Re: [GNC] GnuCash preferred OS - Windows or Linux

2023-07-27 Thread Ben Kamen

On 7/26/23 7:55 AM, Mark at Lorimark wrote:

I am a staunch Linux user, and came from the Quickbooks world as well. I am 
running a very small database, but have it in the sqlite, since that (for me) 
is very easy to work inside of if i need to poke around in the database (which 
I do).



Which version of Linux? And are you compiling or running flatpak or distro 
supplied versions?




I much prefer the 'double entry' approach to things rather than the bubble 
wrapped QB environment


I always worry about missing something somewhere.



and yes QB is getting expensive!


It's irritating as the pricing jump is so obviously designed to push users to 
their web product and it's just gobsmacking that anyone at a financial software 
company would think it's a good idea to put one's financial life onto cloud 
services. (whether personal or company/business)

And then there's Intuit. Go figure.

Insane.


I can't imagine any functional difference between any of the platforms as it pertains to GnuCash. 


Yea, I just have to keep plugging at it to figure out how to make everything 
work for me.

Thanks,

 -Ben

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Re: [GNC] GnuCash preferred OS - Windows or Linux

2023-07-27 Thread Ben Kamen

On 7/26/23 7:37 AM, Kalpesh Patel wrote:

Welcome to GNC.

I am on Windows 11 platform where I seem to find it that I get into less of 
troubles when it comes to getting it installed and, up and running. I have been 
versed in all three platforms (Windows, Linux and Mac) but I find it easier to 
work with it in Windows. There are some manual one time install intervention 
needed (installing Perl for example; figuring out Linux equivalent paths for 
customization and backups) but it is not that earth shattering as I believe 
lots of kinks has been worked out, documented here and there, there is user 
contributed work around if need to resort to it and this user group which is 
active.

At the end of the day, don't let GNC dictate which platform you want as more of 
let your utility of the platform dictate what platform to run it on. All three 
platforms are supported so you are in IMHO good hands, albeit different 
platform may exhibit different bugs or un-published features per release. I do 
now and then flip the platform between Linux and Windows as a convenience but 
stay mostly on Windows.


Got it.


I use XML as the backend for storage which works well even considering that it is medium 
to large size book. It provides easiest ways to recover, share, fix and rollback (take a 
checkpoint or copy before "experimenting") should there be a problem.

That's good to know too. Thanks!


I am covert from Quicken so I have learned great deal of lessons from 
conversion especially getting to learn double entry system - start with zero 
and end with zero .

As a convert, I did lose a lot of automated download via direct connect or 
Quicken Web Express but since most financial institution allows download of 
transactions in OFX/QFX or CSV format, I simply just download it in OFX/QFX 
format and import to bring transactions up to date or I'll put together 
something crude in shell script to convert CSV to QIF format and import it as 
QIF format.

That's a good item as well. My bank allows CSV, QFX and QBO formats while my 
credit cards allow CSV and QFX.

If I have to do the downloads manually (as long as I avoid double entry of 
every transaction), that would work out fine too.

Thanks for the info,

 -Ben

  



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Re: [GNC] GnuCash preferred OS - Windows or Linux

2023-07-27 Thread Ben Kamen

On 7/25/23 10:03 PM, Adrien Monteleone wrote:

In addition to what R Losey mentioned, I'll add that while GnuCash can use 
MySQL, Postgres, or SQLite as an optional backend, it is not yet a true db 
application. For now, that is just a storage mechanism. Everything is loaded 
into RAM and edited from there.

The advantage to the SQL backends (other than outside queries if you so desire) 
is instant saves, where the default XML backend either needs to be saved 
manually, or at set intervals. (the default)

One other caveat - writing to the db store is not currently supported. It isn't 
that you can't at all, but you are warned and on your own if you corrupt your 
data. Some folks may report success here, but don't just jump in and start 
editing data via SQL willy-nilly. (reading is fine)



Yea. Still playing. And did read the parts about the DB connections being full 
of important warnings/caveats/Stuff-I-Should-Know.


You can check out the Roadmap on the wiki to see the progress done on the code 
transformation that will enable a proper db-based app.


Will do.



As for the banking connection - sorry I can't help, but plenty of folks on this 
list do, so they can hopefully jump in and offer some guidance. (if I 
understand it correctly, you will not be able to 'initiate' a transaction 
directly from GnuCash to your bank, you will only be able to download 
transactions, and there are other options than a direct connection.)


Yea - that's all I ever did with QB anyway - except initiating transfers which 
I can do manually via bank's web login anyway.

I saw the notes about unidirection transaction download only -- and I'm ok with 
that.




As for OS, I use Mac daily, but occasionally test on Linux. (Ubuntu) I used to 
do that via builds if needed, and I've had a few hiccups, but those were mostly 
resolved. I've since resorted to testing flatpak builds (on Mint) without any 
major issues. Your mileage may vary.


Also a Mint user on my laptop. (two thumbs up)

Thanks,

 -Ben
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Re: [GNC] GnuCash preferred OS - Windows or Linux

2023-07-27 Thread Ben Kamen

On 7/25/23 9:31 PM, R Losey wrote:

Ben, welcome!


Thanks!



I have macOS, Linux (Ubuntu 22.04LTS), and Windows 10.  I love the fact that 
GnuCash runs on all these platforms; I have my data stored on a mirrored 
external drive, so all computers can see it.

As an OS, I like Linux the best.

However, unless one is willing to do one's own builds, you're rather stuck with 
the distribution's version, which falls behind over time. I think Ubuntu 
22.04LTS comes with GnuCash 4.8, and it's up to 5.3. I'm always a little 
worried about file compatibility between major versions, so I tend to avoid 
running on Linux. One can use flatpack (flatpak?) to get the latest version on 
Linux or, as I wrote, you can build GnuCash. I ran into trouble doing this 
under a previous version of Ubuntu, and it left GnuCash in in unusable state.


I'm not afraid of compiling stuff (I design FPGAs and regularly have to write 
the Linux Kernel drivers for my FPGA device designs and then the userland 
software to drive it. Oy!)

but I do like to run my financial stuff in a dedicated thin install of windows 
in a VM on my main Linux server which I can get to from everywhere via VPN 
tunnel back to my server with VNC. So there is that.



Thus, I rarely run GnuCash on Linux - it's usually WIndows or macOS.


Gotcha. And I can live with that.



If you can get GnuCash running on Linux, it's nice that Linux already has perl, 
so one doesn't have to install a perl environment (should you care about online 
quotes).

I started tinkering with it on my laptop which is Mint (with a Windows VM via 
VBox) -- but really dug in deep with the install on the aforementioned windows 
VM on my network's central Linux Server.



I gave up trying to get GnuCash to talk to various financial institutions; I 
enter everything manually and routinely balance my accounts. It works for me.


OK - that's good to know. A major reason I'm ticked at QB/Intuit is their mucking 
with the sync stuff (when they don't have to) and the choice there is, "If I'm 
going to manually enter transactions, then is moving to something else even worth 
it. The whole point is to avoid the double entry errors if possible.)

Thanks for the info though... I'm gonna keep tinkering for now.

Cheers,

 -Ben


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Re: [GNC] GnuCash preferred OS - Windows or Linux

2023-07-26 Thread Mark at Lorimark
I am a staunch Linux user, and came from the Quickbooks world as well. 
I am running a very small database, but have it in the sqlite, since 
that (for me) is very easy to work inside of if i need to poke around in 
the database (which I do).


I much prefer the 'double entry' approach to things rather than the 
bubble wrapped QB environment, and yes QB is getting expensive!


I can't imagine any functional difference between any of the platforms 
as it pertains to GnuCash.



On 7/25/23 15:15, Ben Kamen wrote:

Hey all,

Noob user here just getting started with GnuCash (as QuickBooks Desktop 
has gone from about $66/yr to almost $600 in Intuits efforts to push 
users to SaaS online and I refused to put my financial info on "the 
cloud" -- file under "Equifax protects credit info with login -> 
Admin:Admin").


So --

That being said, I have Linux systems. I have Windows system.

I have Windows systems running Linux VMs and Linux systems running 
Windows VMs.


I really dig the idea that GnuCash can use MySQL and might set that up 
once I get used to GnuCash.


But first, am I better off running it in Linux or Windows (It looks like 
the answer is Linux from what I've see of the Wiki).


And while I have a super basic setup configured, the first thing I'd 
like to test out is my banking connection.


I think there's a dead link in the wiki:

https://wiki.gnucash.org/wiki/OFX_Direct_Connect_Bank_Settings#U.S._Bank 
says:

U.S. Bank
Fee $3.95/month for home user, $9.95-12.95/month for business (See 
Bank With Quicken).

Which points to a 404 page.

It *looks* like more useful information might be found here:

https://www.quicken.com/support/important-notice-quicken-users-us-bank-accounts-avoid-mistakenly-migrating-direct-connect

but I might be wrong.

Anyway - as mentioned, I'd be coming off Quickbooks not Quicken... but 
in Quickbooks, USbank lists as PFM-DirectConnect. Not sure if that's the 
same.


SO -- to setup/test/troubleshoot my US Bank connections, should I be 
emailing the AqBanking list or is that something to discuss here as well?
(it also seems like the AqBanking list of banks when doing the setup 
yields no results typing in the search bar - I'm assuming that's due to 
lacking the list... but


LIke -> https://wiki.gnucash.org/wiki/OFX_Direct_Connect_Bank_Settings 
lists my bank. Is that all I need?
There's also ->    wget 
http://www.jongsma.org/gc/bankinfo/getfidata.sh.gz which seems broken.


It resolved, but there's nothing running on port:80 - So  perhaps a note 
to the Wiki is recommended?





Thanks a bunch,

  -Ben

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Re: [GNC] GnuCash preferred OS - Windows or Linux

2023-07-26 Thread Kalpesh Patel
Welcome to GNC.

I am on Windows 11 platform where I seem to find it that I get into less of 
troubles when it comes to getting it installed and, up and running. I have been 
versed in all three platforms (Windows, Linux and Mac) but I find it easier to 
work with it in Windows. There are some manual one time install intervention 
needed (installing Perl for example; figuring out Linux equivalent paths for 
customization and backups) but it is not that earth shattering as I believe 
lots of kinks has been worked out, documented here and there, there is user 
contributed work around if need to resort to it and this user group which is 
active.

At the end of the day, don't let GNC dictate which platform you want as more of 
let your utility of the platform dictate what platform to run it on. All three 
platforms are supported so you are in IMHO good hands, albeit different 
platform may exhibit different bugs or un-published features per release. I do 
now and then flip the platform between Linux and Windows as a convenience but 
stay mostly on Windows.

I use XML as the backend for storage which works well even considering that it 
is medium to large size book. It provides easiest ways to recover, share, fix 
and rollback (take a checkpoint or copy before "experimenting") should there be 
a problem.

I am covert from Quicken so I have learned great deal of lessons from 
conversion especially getting to learn double entry system - start with zero 
and end with zero .

As a convert, I did lose a lot of automated download via direct connect or 
Quicken Web Express but since most financial institution allows download of 
transactions in OFX/QFX or CSV format, I simply just download it in OFX/QFX 
format and import to bring transactions up to date or I'll put together 
something crude in shell script to convert CSV to QIF format and import it as 
QIF format.
  


-Original Message-
From: Adrien Monteleone  
Sent: Tuesday, July 25, 2023 11:03 PM
To: gnucash-u...@lists.gnucash.org
Subject: Re: [GNC] GnuCash preferred OS - Windows or Linux

In addition to what R Losey mentioned, I'll add that while GnuCash can use 
MySQL, Postgres, or SQLite as an optional backend, it is not yet a true db 
application. For now, that is just a storage mechanism. 
Everything is loaded into RAM and edited from there.

The advantage to the SQL backends (other than outside queries if you so
desire) is instant saves, where the default XML backend either needs to be 
saved manually, or at set intervals. (the default)

One other caveat - writing to the db store is not currently supported. 
It isn't that you can't at all, but you are warned and on your own if you 
corrupt your data. Some folks may report success here, but don't just jump in 
and start editing data via SQL willy-nilly. (reading is fine)

You can check out the Roadmap on the wiki to see the progress done on the code 
transformation that will enable a proper db-based app.

As for the banking connection - sorry I can't help, but plenty of folks on this 
list do, so they can hopefully jump in and offer some guidance. 
(if I understand it correctly, you will not be able to 'initiate' a transaction 
directly from GnuCash to your bank, you will only be able to download 
transactions, and there are other options than a direct
connection.)

As for OS, I use Mac daily, but occasionally test on Linux. (Ubuntu) I used to 
do that via builds if needed, and I've had a few hiccups, but those were mostly 
resolved. I've since resorted to testing flatpak builds (on Mint) without any 
major issues. Your mileage may vary.

Regards,
Adrien

On 7/25/23 3:15 PM, Ben Kamen wrote:
> I really dig the idea that GnuCash can use MySQL and might set that up 
> once I get used to GnuCash.

> And while I have a super basic setup configured, the first thing I'd 
> like to test out is my banking connection.



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Re: [GNC] GnuCash preferred OS - Windows or Linux

2023-07-25 Thread Adrien Monteleone
In addition to what R Losey mentioned, I'll add that while GnuCash can 
use MySQL, Postgres, or SQLite as an optional backend, it is not yet a 
true db application. For now, that is just a storage mechanism. 
Everything is loaded into RAM and edited from there.


The advantage to the SQL backends (other than outside queries if you so 
desire) is instant saves, where the default XML backend either needs to 
be saved manually, or at set intervals. (the default)


One other caveat - writing to the db store is not currently supported. 
It isn't that you can't at all, but you are warned and on your own if 
you corrupt your data. Some folks may report success here, but don't 
just jump in and start editing data via SQL willy-nilly. (reading is fine)


You can check out the Roadmap on the wiki to see the progress done on 
the code transformation that will enable a proper db-based app.


As for the banking connection - sorry I can't help, but plenty of folks 
on this list do, so they can hopefully jump in and offer some guidance. 
(if I understand it correctly, you will not be able to 'initiate' a 
transaction directly from GnuCash to your bank, you will only be able to 
download transactions, and there are other options than a direct 
connection.)


As for OS, I use Mac daily, but occasionally test on Linux. (Ubuntu) I 
used to do that via builds if needed, and I've had a few hiccups, but 
those were mostly resolved. I've since resorted to testing flatpak 
builds (on Mint) without any major issues. Your mileage may vary.


Regards,
Adrien

On 7/25/23 3:15 PM, Ben Kamen wrote:
I really dig the idea that GnuCash can use MySQL and might set that up 
once I get used to GnuCash.


And while I have a super basic setup configured, the first thing I'd 
like to test out is my banking connection.


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Re: [GNC] GnuCash preferred OS - Windows or Linux

2023-07-25 Thread R Losey
On Tue, Jul 25, 2023 at 3:16 PM Ben Kamen  wrote:

> Hey all,
>
> Noob user here just getting started with GnuCash
>
> So --
>
> That being said, I have Linux systems. I have Windows system.
>
> But first, am I better off running it in Linux or Windows (It looks like
> the answer is Linux from what I've see of the Wiki).
>



Ben, welcome!

I have macOS, Linux (Ubuntu 22.04LTS), and Windows 10.  I love the fact
that GnuCash runs on all these platforms; I have my data stored on a
mirrored external drive, so all computers can see it.

As an OS, I like Linux the best.

However, unless one is willing to do one's own builds, you're rather stuck
with the distribution's version, which falls behind over time. I
think Ubuntu 22.04LTS comes with GnuCash 4.8, and it's up to 5.3. I'm
always a little worried about file compatibility between major versions, so
I tend to avoid running on Linux. One can use flatpack (flatpak?) to get
the latest version on Linux or, as I wrote, you can build GnuCash. I
ran into trouble doing this under a previous version of Ubuntu, and it left
GnuCash in in unusable state.

Thus, I rarely run GnuCash on Linux - it's usually WIndows or macOS.

If you can get GnuCash running on Linux, it's nice that Linux already has
perl, so one doesn't have to install a perl environment (should you care
about online quotes).


I gave up trying to get GnuCash to talk to various financial institutions;
I enter everything manually and routinely balance my accounts. It works for
me.


_
Richard Losey
rlo...@gmail.com
Micah 6:8
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[GNC] GnuCash preferred OS - Windows or Linux

2023-07-25 Thread Ben Kamen

Hey all,

Noob user here just getting started with GnuCash (as QuickBooks Desktop has gone from about $66/yr to 
almost $600 in Intuits efforts to push users to SaaS online and I refused to put my financial info on 
"the cloud" -- file under "Equifax protects credit info with login -> 
Admin:Admin").

So --

That being said, I have Linux systems. I have Windows system.

I have Windows systems running Linux VMs and Linux systems running Windows VMs.

I really dig the idea that GnuCash can use MySQL and might set that up once I 
get used to GnuCash.

But first, am I better off running it in Linux or Windows (It looks like the 
answer is Linux from what I've see of the Wiki).

And while I have a super basic setup configured, the first thing I'd like to 
test out is my banking connection.

I think there's a dead link in the wiki:

https://wiki.gnucash.org/wiki/OFX_Direct_Connect_Bank_Settings#U.S._Bank says:

U.S. Bank
Fee $3.95/month for home user, $9.95-12.95/month for business (See Bank With 
Quicken).

Which points to a 404 page.

It *looks* like more useful information might be found here:

https://www.quicken.com/support/important-notice-quicken-users-us-bank-accounts-avoid-mistakenly-migrating-direct-connect

but I might be wrong.

Anyway - as mentioned, I'd be coming off Quickbooks not Quicken... but in 
Quickbooks, USbank lists as PFM-DirectConnect. Not sure if that's the same.

SO -- to setup/test/troubleshoot my US Bank connections, should I be emailing 
the AqBanking list or is that something to discuss here as well?
(it also seems like the AqBanking list of banks when doing the setup yields no 
results typing in the search bar - I'm assuming that's due to lacking the 
list... but

LIke -> https://wiki.gnucash.org/wiki/OFX_Direct_Connect_Bank_Settings lists my 
bank. Is that all I need?
There's also ->    wget http://www.jongsma.org/gc/bankinfo/getfidata.sh.gz 
which seems broken.

It resolved, but there's nothing running on port:80 - So  perhaps a note to the 
Wiki is recommended?




Thanks a bunch,

 -Ben

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