Re: Date limit on transactions / freezing transactions

2018-03-24 Thread Stan Brown
On 2018-03-24 09:53, Maf. King wrote:

> From the little I know about these things, I think that your export/import 
> experiments will have more chance of success if you wait for v3 which is in 
> the works at the moment.

I doubt I'll be ready before then anyway, so it works out. It's taken me
quite a while to input 2011 and 2012 and reconcile them with my dBase
file, though of course it was far from full-time work, and some of that
was just learning GnuCash. I still have 2013-2017 to do before I even
think about consolidating the two files.

> IIRC, GC can't read it's own exports at present, 

Oh my -- I had no idea. That _is_ disconcerting, but thanks for the
heads-up.

> but the new version is supposedly going to be better at importing.
Ojalá que sí. :-)

-- 
Regards,
Stan Brown
Tompkins County, New York, USA
http://BrownMath.com
http://OakRoadSystems.com
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Re: Date limit on transactions / freezing transactions

2018-03-24 Thread Maf. King
On Saturday, 24 March 2018 09:54:15 GMT Stan Brown wrote:
> On 2018-03-24 00:44, David T. wrote>
> > On a side note, I recall you saying you are planning to merge these two
> > files at a later date. Do you have any idea how you plan to do this? I
> > ask, because as far as I know, there is no merge option in gnucash
> > itself. 
> 
> Yes, I found that out when I searched the documentation. Hopefully I can
> do it by exporting transactions from one file and importing them to the
> other.
> 

Hi Stan.

>From the little I know about these things, I think that your export/import 
experiments will have more chance of success if you wait for v3 which is in 
the works at the moment.

IIRC, GC can't read it's own exports at present, but the new version is 
supposedly going to be better at importing.

Maf.


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Re: Date limit on transactions / freezing transactions

2018-03-24 Thread Stan Brown
On 2018-03-24 00:44, David T. wrote> There is a setting that might help
you: File->Properties->Day threshold
> for read-only transactions 

Thanks! That's exactly what I was looking for, but I didn't know where
to look. I tried it, and it does just what I need.

> On a side note, I recall you saying you are planning to merge these two
> files at a later date. Do you have any idea how you plan to do this? I
> ask, because as far as I know, there is no merge option in gnucash itself. 

Yes, I found that out when I searched the documentation. Hopefully I can
do it by exporting transactions from one file and importing them to the
other.

> On Sat, Mar 24, 2018 at 2:02, Stan Brown
>  wrote:
> Thanks, but I meant that while I am entering later months, I don't
> want to be able to alter earlier months.  Such an alteration
> happened once, in September 2012 while I was (I thought) entering
> November 2012, and it's only when the 30 November 2012 balance sheet
> didn't match my source database that I discovered it.
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Re: Date limit on transactions / freezing transactions

2018-03-23 Thread David T. via gnucash-user
Stan, 
There is a setting that might help you: File->Properties->Day threshold for 
read-only transactions 
I'm not sure whether it will help in your use case, but it's worth mentioning. 
On a side note, I recall you saying you are planning to merge these two files 
at a later date. Do you have any idea how you plan to do this? I ask, because 
as far as I know, there is no merge option in gnucash itself. 
David T 

 
 
  On Sat, Mar 24, 2018 at 2:02, Stan Brown wrote:   
Thanks, but I meant that while I am entering later months, I don't want to be 
able to alter earlier months.  Such an alteration happened once, in September 
2012 while I was (I thought) entering November 2012, and it's only when the 30 
November 2012 balance sheet didn't match my source database that I discovered 
it.

-- 
Stan Brown
the_stan_br...@fastmail.fm
http://BrownMath.com
http://OakRoadSystems.com/

On Fri, Mar 23, 2018, at 2:47 PM, Mike or Penny Novack wrote:
> Am I correct, you want to be able to look at your historical data but 
> not alter it? That's easy. After you have gotten the historical file to 
> your satisfaction, make a copy of the file to ROM (burn it to a DVD, 
> etc.) and delete the one in read/write memory. Now in the future, when 
> you want to look at your historical books, insert that DVD, open 
> gnucash, and tell gnucash to open the file (on the DVD)
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Re: Date limit on transactions / freezing transactions

2018-03-23 Thread Stan Brown
Thanks, but I meant that while I am entering later months, I don't want to be 
able to alter earlier months.  Such an alteration happened once, in September 
2012 while I was (I thought) entering November 2012, and it's only when the 30 
November 2012 balance sheet didn't match my source database that I discovered 
it.

-- 
Stan Brown
the_stan_br...@fastmail.fm
http://BrownMath.com
http://OakRoadSystems.com/

On Fri, Mar 23, 2018, at 2:47 PM, Mike or Penny Novack wrote:
> Am I correct, you want to be able to look at your historical data but 
> not alter it? That's easy. After you have gotten the historical file to 
> your satisfaction, make a copy of the file to ROM (burn it to a DVD, 
> etc.) and delete the one in read/write memory. Now in the future, when 
> you want to look at your historical books, insert that DVD, open 
> gnucash, and tell gnucash to open the file (on the DVD)
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Re: Date limit on transactions / freezing transactions

2018-03-23 Thread Mike or Penny Novack

On 3/23/2018 2:28 PM, Stan Brown wrote:

I am entering historical data 2011-2017 in a Gnucash file separate from my 
current file (starting 2018).

(1) In the historical file, I want to limit transactions so that I can't enter 
a date of 2018 or otherwise out a certain range. Is there any way?

(2) Also in the historical file, once I've checked a month's data against the 
dBase original, I want to mark those transactions so that they can't be 
altered. Is there a way to do that? I thought reconciliation might do it, but 
(a) I can't reconcile even the initial balances, though they do balance, and 
(b) in the help I saw reference to deleting reconciled transactions, which 
sounds like they are not protected.

Thanks in advance!

MARK the transactions so that they cannot be altered? Or MAKE the entire 
historical set of books unalterable?


Am I correct, you want to be able to look at your historical data but 
not alter it? That's easy. After you have gotten the historical file to 
your satisfaction, make a copy of the file to ROM (burn it to a DVD, 
etc.) and delete the one in read/write memory. Now in the future, when 
you want to look at your historical books, insert that DVD, open 
gnucash, and tell gnucash to open the file (on the DVD)


Michael D Novack

--
There is no possibility of social justice on a dead planet except the equality 
of the grave.

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