Re: [GNC] importing

2023-02-16 Thread David T. via gnucash-user 
With regard to the import process, were the source files OFX/QFX, by chance? 

That file format includes unique transaction IDs to prevent reimport of 
previously imported transactions. Under the circumstances, I'd opt to manually 
enter the transactions in question and reconcile after.  

David T. 



On Feb 17, 2023, 5:55 AM, at 5:55 AM, Gyle McCollam  wrote:
>Liz,
>Yes, I record all my transactions and then match with bank, credit
>card, etc.  In this case, I think it was the gas stations fault as it
>happened with multiple Mastercard's.  It was nice not having to pay for
>gas for 6 months, but this month the charges showed up on both cards.
>
>
>Thank You,
>
>Gyle McCollam
>
>Gyle McCollam
>
>gmccol...@live.com   email
>
>
>From: gnucash-user 
>on behalf of ed...@billiau.net 
>Sent: Thursday, February 16, 2023 8:57 PM
>To: gnucash-user@gnucash.org 
>Subject: Re: [GNC] importing
>
>On Thu, 16 Feb 2023 23:53:35 +
>Gyle McCollam  wrote:
>
>> I ran into a unique problem with a credit card import.  I was buying
>> gas at a station using a mastercard.  The transaction was on my
>> credit card as pending, but would disappear and not be on my bill.
>> This went on for 6 months, but they finally corrected the problem and
>> billed me for the 6 months of gas this month.  However, when I
>> imported the file it said there were no matching transactions.  I
>> used preferences to change the import parameters, but I could not
>> change the dates to allow for transactions that old.  I could set the
>> proper expense account, but that would double up on the transaction.
>> Is there a way to click or double click on the import matcher and
>> manually select the matching transaction?
>>
>>
>> Thank You,
>>
>> Gyle McCollam
>
>This is an interesting case. Are you recording the credit card
>transactions in your books regardless of the errors of the credit card
>company?
>It is an example of the advantages of maintaining your record from your
>receipts and entering the transactions, because then you would know
>that money was owing, and how much.
>
>If something takes more than about 18 months to show up I remove it
>from active lists but preserve the data in case it turns up eventually.
>I won't specify a method, because it has failings.
>
>Liz
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Re: [GNC] importing

2023-02-16 Thread Gyle McCollam 
Liz,
Yes, I record all my transactions and then match with bank, credit card, etc.  
In this case, I think it was the gas stations fault as it happened with 
multiple Mastercard's.  It was nice not having to pay for gas for 6 months, but 
this month the charges showed up on both cards.


Thank You,

Gyle McCollam

Gyle McCollam

gmccol...@live.com   email


From: gnucash-user  on 
behalf of ed...@billiau.net 
Sent: Thursday, February 16, 2023 8:57 PM
To: gnucash-user@gnucash.org 
Subject: Re: [GNC] importing

On Thu, 16 Feb 2023 23:53:35 +
Gyle McCollam  wrote:

> I ran into a unique problem with a credit card import.  I was buying
> gas at a station using a mastercard.  The transaction was on my
> credit card as pending, but would disappear and not be on my bill.
> This went on for 6 months, but they finally corrected the problem and
> billed me for the 6 months of gas this month.  However, when I
> imported the file it said there were no matching transactions.  I
> used preferences to change the import parameters, but I could not
> change the dates to allow for transactions that old.  I could set the
> proper expense account, but that would double up on the transaction.
> Is there a way to click or double click on the import matcher and
> manually select the matching transaction?
>
>
> Thank You,
>
> Gyle McCollam

This is an interesting case. Are you recording the credit card
transactions in your books regardless of the errors of the credit card
company?
It is an example of the advantages of maintaining your record from your
receipts and entering the transactions, because then you would know
that money was owing, and how much.

If something takes more than about 18 months to show up I remove it
from active lists but preserve the data in case it turns up eventually.
I won't specify a method, because it has failings.

Liz
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Re: [GNC] importing

2023-02-16 Thread edodd 
On Thu, 16 Feb 2023 23:53:35 +
Gyle McCollam  wrote:

> I ran into a unique problem with a credit card import.  I was buying
> gas at a station using a mastercard.  The transaction was on my
> credit card as pending, but would disappear and not be on my bill.
> This went on for 6 months, but they finally corrected the problem and
> billed me for the 6 months of gas this month.  However, when I
> imported the file it said there were no matching transactions.  I
> used preferences to change the import parameters, but I could not
> change the dates to allow for transactions that old.  I could set the
> proper expense account, but that would double up on the transaction.
> Is there a way to click or double click on the import matcher and
> manually select the matching transaction?
> 
> 
> Thank You,
> 
> Gyle McCollam

This is an interesting case. Are you recording the credit card
transactions in your books regardless of the errors of the credit card
company?
It is an example of the advantages of maintaining your record from your
receipts and entering the transactions, because then you would know
that money was owing, and how much.

If something takes more than about 18 months to show up I remove it
from active lists but preserve the data in case it turns up eventually.
I won't specify a method, because it has failings.

Liz
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Re: [GNC] Migrating from PC to Mac

2023-02-16 Thread David Reiser via gnucash-user 
The one issue that hasn’t been brought up today is that you can’t double click 
on the data file and have it launch gnucash on a mac.

So, Launch gnucash. Click on the file menu. Choose “Open…” and use the file 
dialog to navigate to and select your data file.
--
Dave Reiser
dbrei...@icloud.com





> On Feb 16, 2023, at 7:58 PM, David Carlson  
> wrote:
> 
> I don't use a Mac.  We need a Mac user to answer that question.
> 
> 
> 
> On Thu, Feb 16, 2023, 6:48 PM Martin Taylor  wrote:
> 
>> Thanks David
>> 
>> Found the file and have moved it to an iCloud folder. How then do I access
>> it from the Mac?
>> 
>> M
>> 
>> 
>> On 17/02/2023, at 1:33 PM, David Carlson 
>> wrote:
>> 
>> Martin
>> 
>> Open the file on your pc, then hover over the top entry in the drop down
>> menu under File.  Then the file name and folder will appear in the bottom
>> of the window.
>> 
>> 
>> 
>> On Thu, Feb 16, 2023, 5:49 PM Martin Taylor 
>> wrote:
>> 
>>>   Thanks
>>>   Where do I find the data file?
>>> 
>>>   On 17/02/2023 12:35, David Cousens  wrote:
>>> 
>>> Martin
>>> 
>>> Coy the data file from your PC to your Mac and open it with GnuCash
>>> on the Mac.
>>> You could also store the data file in an online storage location
>>> (Dropbox or
>>> similar) or networked storage on your LAN if applicable, so that you
>>> can open it
>>> from either system.
>>> If you have any saved reports you may also want to copy them See
>>>  https://wiki.gnucash.org/wiki/Configuration_Locations  for details.
>>> 
>>> David Cousens
>>> 
>>> On Fri, 2023-02-17 at 12:23 +1300, Martin Taylor wrote:
 
 I’ve got 4.13 installed and running on my PC, and I’ve also set up
>>> 4.13 on my
 Mac.
 
 I’ve tried exporting the account tree and transactions from the PC
>>> to an
 external drive and then importing them into the Mac but have
>>> struck a problem
 with the transaction file where the importer doesn’t recognise the
>>> date format
 or the data in the Deposit and Withdrawal columns, and nothing
>>> I’ve tried has
 got me past that point.
 The account tree seems to come across okay
 I’m sure there’s another way to do this, would welcome any
>>> suggestions
 
 Martin
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>> 
>> 
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Re: [GNC] Migrating from PC to Mac

2023-02-16 Thread William Prescott 
To see iCloud files on a Mac:
Click on the iCloud drive in the Sidebar of a Finder window.

If it is not there, do the following:
Go to the Finder
Open Finder settings
Click on the Sidebar tab
Check the box for iCloud Drive
Close the settings window
Click on the iCloud Drive that now appears in the Sidebar
You should see it there

Will



On Feb 16, 2023, at 18:58, David Carlson  wrote:

I don't use a Mac.  We need a Mac user to answer that question.



On Thu, Feb 16, 2023, 6:48 PM Martin Taylor  wrote:

> Thanks David
> 
> Found the file and have moved it to an iCloud folder. How then do I access
> it from the Mac?
> 
> M
> 
> 
> On 17/02/2023, at 1:33 PM, David Carlson 
> wrote:
> 
> Martin
> 
> Open the file on your pc, then hover over the top entry in the drop down
> menu under File.  Then the file name and folder will appear in the bottom
> of the window.
> 
> 
> 
> On Thu, Feb 16, 2023, 5:49 PM Martin Taylor 
> wrote:
> 
>>   Thanks
>>   Where do I find the data file?
>> 
>>   On 17/02/2023 12:35, David Cousens  wrote:
>> 
>> Martin
>> 
>> Coy the data file from your PC to your Mac and open it with GnuCash
>> on the Mac.
>> You could also store the data file in an online storage location
>> (Dropbox or
>> similar) or networked storage on your LAN if applicable, so that you
>> can open it
>> from either system.
>> If you have any saved reports you may also want to copy them See
>>  https://wiki.gnucash.org/wiki/Configuration_Locations  for details.
>> 
>> David Cousens
>> 
>> On Fri, 2023-02-17 at 12:23 +1300, Martin Taylor wrote:
>>> 
>>> I’ve got 4.13 installed and running on my PC, and I’ve also set up
>> 4.13 on my
>>> Mac.
>>> 
>>> I’ve tried exporting the account tree and transactions from the PC
>> to an
>>> external drive and then importing them into the Mac but have
>> struck a problem
>>> with the transaction file where the importer doesn’t recognise the
>> date format
>>> or the data in the Deposit and Withdrawal columns, and nothing
>> I’ve tried has
>>> got me past that point.
>>> The account tree seems to come across okay
>>> I’m sure there’s another way to do this, would welcome any
>> suggestions
>>> 
>>> Martin
>>> ___
>>> 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.
>> 
>> ___
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>> https://lists.gnucash.org/mailman/listinfo/gnucash-user
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>> You can do this by using Reply-To-List or Reply-All.
>> 
> 
> 
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Re: [GNC] Migrating from PC to Mac

2023-02-16 Thread Bob Crochelt 
Open finder.  There will be a list of folders on the left.  On mine one of them 
is "iCloud Drive".  Click on that and hopefully it will be there.  

HTH

Bob Crochelt

On Thu, Feb 16, 2023, at 16:58, David Carlson wrote:
> I don't use a Mac.  We need a Mac user to answer that question.
> 
> 
> 
> On Thu, Feb 16, 2023, 6:48 PM Martin Taylor  wrote:
> 
> > Thanks David
> >
> > Found the file and have moved it to an iCloud folder. How then do I access
> > it from the Mac?
> >
> > M
> >
> >
> > On 17/02/2023, at 1:33 PM, David Carlson 
> > wrote:
> >
> > Martin
> >
> > Open the file on your pc, then hover over the top entry in the drop down
> > menu under File.  Then the file name and folder will appear in the bottom
> > of the window.
> >
> >
> >
> > On Thu, Feb 16, 2023, 5:49 PM Martin Taylor 
> > wrote:
> >
> >>Thanks
> >>Where do I find the data file?
> >>
> >>On 17/02/2023 12:35, David Cousens  wrote:
> >>
> >>  Martin
> >>
> >>  Coy the data file from your PC to your Mac and open it with GnuCash
> >>  on the Mac.
> >>  You could also store the data file in an online storage location
> >>  (Dropbox or
> >>  similar) or networked storage on your LAN if applicable, so that you
> >>  can open it
> >>  from either system.
> >>  If you have any saved reports you may also want to copy them See
> >>   https://wiki.gnucash.org/wiki/Configuration_Locations  for details.
> >>
> >>  David Cousens
> >>
> >>  On Fri, 2023-02-17 at 12:23 +1300, Martin Taylor wrote:
> >>  >
> >>  > I’ve got 4.13 installed and running on my PC, and I’ve also set up
> >>  4.13 on my
> >>  > Mac.
> >>  >
> >>  > I’ve tried exporting the account tree and transactions from the PC
> >>  to an
> >>  > external drive and then importing them into the Mac but have
> >>  struck a problem
> >>  > with the transaction file where the importer doesn’t recognise the
> >>  date format
> >>  > or the data in the Deposit and Withdrawal columns, and nothing
> >>  I’ve tried has
> >>  > got me past that point.
> >>  > The account tree seems to come across okay
> >>  > I’m sure there’s another way to do this, would welcome any
> >>  suggestions
> >>  >
> >>  > Martin
> >>  > ___
> >>  > gnucash-user mailing list
> >>  > gnucash-user@gnucash.org
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> >>  > https://lists.gnucash.org/mailman/listinfo/gnucash-user
> >>  > -
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> >>
> >>  ___
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Re: [GNC] Migrating from PC to Mac

2023-02-16 Thread David Carlson 
I don't use a Mac.  We need a Mac user to answer that question.



On Thu, Feb 16, 2023, 6:48 PM Martin Taylor  wrote:

> Thanks David
>
> Found the file and have moved it to an iCloud folder. How then do I access
> it from the Mac?
>
> M
>
>
> On 17/02/2023, at 1:33 PM, David Carlson 
> wrote:
>
> Martin
>
> Open the file on your pc, then hover over the top entry in the drop down
> menu under File.  Then the file name and folder will appear in the bottom
> of the window.
>
>
>
> On Thu, Feb 16, 2023, 5:49 PM Martin Taylor 
> wrote:
>
>>Thanks
>>Where do I find the data file?
>>
>>On 17/02/2023 12:35, David Cousens  wrote:
>>
>>  Martin
>>
>>  Coy the data file from your PC to your Mac and open it with GnuCash
>>  on the Mac.
>>  You could also store the data file in an online storage location
>>  (Dropbox or
>>  similar) or networked storage on your LAN if applicable, so that you
>>  can open it
>>  from either system.
>>  If you have any saved reports you may also want to copy them See
>>   https://wiki.gnucash.org/wiki/Configuration_Locations  for details.
>>
>>  David Cousens
>>
>>  On Fri, 2023-02-17 at 12:23 +1300, Martin Taylor wrote:
>>  >
>>  > I’ve got 4.13 installed and running on my PC, and I’ve also set up
>>  4.13 on my
>>  > Mac.
>>  >
>>  > I’ve tried exporting the account tree and transactions from the PC
>>  to an
>>  > external drive and then importing them into the Mac but have
>>  struck a problem
>>  > with the transaction file where the importer doesn’t recognise the
>>  date format
>>  > or the data in the Deposit and Withdrawal columns, and nothing
>>  I’ve tried has
>>  > got me past that point.
>>  > The account tree seems to come across okay
>>  > I’m sure there’s another way to do this, would welcome any
>>  suggestions
>>  >
>>  > Martin
>>  > ___
>>  > gnucash-user mailing list
>>  > gnucash-user@gnucash.org
>>  > To update your subscription preferences or to unsubscribe:
>>  > https://lists.gnucash.org/mailman/listinfo/gnucash-user
>>  > -
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>>
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>
>
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Re: [GNC] importing

2023-02-16 Thread David Carlson 
Hopefully that is a problem caused by the import being based on posting
dates rather than transaction dates.  Then it should be possible to sort it
out by looking at the monthly statement  and manually changing the
transaction dates if you want to go by transaction  dates  or as an
alternate manually putting the date in the transaction notes.

If they messed it up so badly that it is impossible to import the data,  I
would be inclined to move my business to a different provider.



On Thu, Feb 16, 2023, 5:54 PM Gyle McCollam  wrote:

> I ran into a unique problem with a credit card import.  I was buying gas
> at a station using a mastercard.  The transaction was on my credit card as
> pending, but would disappear and not be on my bill.  This went on for 6
> months, but they finally corrected the problem and billed me for the 6
> months of gas this month.  However, when I imported the file it said there
> were no matching transactions.  I used preferences to change the import
> parameters, but I could not change the dates to allow for transactions that
> old.  I could set the proper expense account, but that would double up on
> the transaction.  Is there a way to click or double click on the import
> matcher and manually select the matching transaction?
>
>
> Thank You,
>
> Gyle McCollam
>
> Gyle McCollam
>
> gmccol...@live.com   email
> ___
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> https://lists.gnucash.org/mailman/listinfo/gnucash-user
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Re: [GNC] Migrating from PC to Mac

2023-02-16 Thread Martin Taylor 
Thanks David

Found the file and have moved it to an iCloud folder. How then do I access it 
from the Mac?

M


> On 17/02/2023, at 1:33 PM, David Carlson  wrote:
> 
> Martin 
> 
> Open the file on your pc, then hover over the top entry in the drop down menu 
> under File.  Then the file name and folder will appear in the bottom of the 
> window.
> 
> 
> 
> On Thu, Feb 16, 2023, 5:49 PM Martin Taylor  > wrote:
>Thanks
>Where do I find the data file?
> 
>On 17/02/2023 12:35, David Cousens  > wrote:
> 
>  Martin
> 
>  Coy the data file from your PC to your Mac and open it with GnuCash
>  on the Mac.
>  You could also store the data file in an online storage location
>  (Dropbox or
>  similar) or networked storage on your LAN if applicable, so that you
>  can open it
>  from either system.
>  If you have any saved reports you may also want to copy them See
>   https://wiki.gnucash.org/wiki/Configuration_Locations 
>   for details.
> 
>  David Cousens
> 
>  On Fri, 2023-02-17 at 12:23 +1300, Martin Taylor wrote:
>  >
>  > I’ve got 4.13 installed and running on my PC, and I’ve also set up
>  4.13 on my
>  > Mac.
>  >
>  > I’ve tried exporting the account tree and transactions from the PC
>  to an
>  > external drive and then importing them into the Mac but have
>  struck a problem
>  > with the transaction file where the importer doesn’t recognise the
>  date format
>  > or the data in the Deposit and Withdrawal columns, and nothing
>  I’ve tried has
>  > got me past that point.
>  > The account tree seems to come across okay
>  > I’m sure there’s another way to do this, would welcome any
>  suggestions
>  >
>  > Martin
>  > ___
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>  > gnucash-user@gnucash.org 
>  > To update your subscription preferences or to unsubscribe:
>  > https://lists.gnucash.org/mailman/listinfo/gnucash-user 
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Re: [GNC] Migrating from PC to Mac

2023-02-16 Thread Murugan Muruganandam 
you can also click file->save as which will show you the file folder in a popup




Saludos Cordiales


Murugan


From: gnucash-user 
 on behalf of 
David Carlson 
Sent: Thursday, February 16, 2023 9:33 PM
To: Martin Taylor 
Cc: Gnucash Users 
Subject: Re: [GNC] Migrating from PC to Mac

Martin

Open the file on your pc, then hover over the top entry in the drop down
menu under File.  Then the file name and folder will appear in the bottom
of the window.



On Thu, Feb 16, 2023, 5:49 PM Martin Taylor  wrote:

>Thanks
>Where do I find the data file?
>
>On 17/02/2023 12:35, David Cousens  wrote:
>
>  Martin
>
>  Coy the data file from your PC to your Mac and open it with GnuCash
>  on the Mac.
>  You could also store the data file in an online storage location
>  (Dropbox or
>  similar) or networked storage on your LAN if applicable, so that you
>  can open it
>  from either system.
>  If you have any saved reports you may also want to copy them See
>   https://wiki.gnucash.org/wiki/Configuration_Locations  for details.
>
>  David Cousens
>
>  On Fri, 2023-02-17 at 12:23 +1300, Martin Taylor wrote:
>  >
>  > I’ve got 4.13 installed and running on my PC, and I’ve also set up
>  4.13 on my
>  > Mac.
>  >
>  > I’ve tried exporting the account tree and transactions from the PC
>  to an
>  > external drive and then importing them into the Mac but have
>  struck a problem
>  > with the transaction file where the importer doesn’t recognise the
>  date format
>  > or the data in the Deposit and Withdrawal columns, and nothing
>  I’ve tried has
>  > got me past that point.
>  > The account tree seems to come across okay
>  > I’m sure there’s another way to do this, would welcome any
>  suggestions
>  >
>  > Martin
>  > ___
>  > gnucash-user mailing list
>  > gnucash-user@gnucash.org
>  > To update your subscription preferences or to unsubscribe:
>  > https://lists.gnucash.org/mailman/listinfo/gnucash-user
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Re: [GNC] Migrating from PC to Mac

2023-02-16 Thread David Carlson 
Martin

Open the file on your pc, then hover over the top entry in the drop down
menu under File.  Then the file name and folder will appear in the bottom
of the window.



On Thu, Feb 16, 2023, 5:49 PM Martin Taylor  wrote:

>Thanks
>Where do I find the data file?
>
>On 17/02/2023 12:35, David Cousens  wrote:
>
>  Martin
>
>  Coy the data file from your PC to your Mac and open it with GnuCash
>  on the Mac.
>  You could also store the data file in an online storage location
>  (Dropbox or
>  similar) or networked storage on your LAN if applicable, so that you
>  can open it
>  from either system.
>  If you have any saved reports you may also want to copy them See
>   https://wiki.gnucash.org/wiki/Configuration_Locations  for details.
>
>  David Cousens
>
>  On Fri, 2023-02-17 at 12:23 +1300, Martin Taylor wrote:
>  >
>  > I’ve got 4.13 installed and running on my PC, and I’ve also set up
>  4.13 on my
>  > Mac.
>  >
>  > I’ve tried exporting the account tree and transactions from the PC
>  to an
>  > external drive and then importing them into the Mac but have
>  struck a problem
>  > with the transaction file where the importer doesn’t recognise the
>  date format
>  > or the data in the Deposit and Withdrawal columns, and nothing
>  I’ve tried has
>  > got me past that point.
>  > The account tree seems to come across okay
>  > I’m sure there’s another way to do this, would welcome any
>  suggestions
>  >
>  > Martin
>  > ___
>  > gnucash-user mailing list
>  > gnucash-user@gnucash.org
>  > To update your subscription preferences or to unsubscribe:
>  > https://lists.gnucash.org/mailman/listinfo/gnucash-user
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[GNC] importing

2023-02-16 Thread Gyle McCollam 
I ran into a unique problem with a credit card import.  I was buying gas at a 
station using a mastercard.  The transaction was on my credit card as pending, 
but would disappear and not be on my bill.  This went on for 6 months, but they 
finally corrected the problem and billed me for the 6 months of gas this month. 
 However, when I imported the file it said there were no matching transactions. 
 I used preferences to change the import parameters, but I could not change the 
dates to allow for transactions that old.  I could set the proper expense 
account, but that would double up on the transaction.  Is there a way to click 
or double click on the import matcher and manually select the matching 
transaction?


Thank You,

Gyle McCollam

Gyle McCollam

gmccol...@live.com   email
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Re: [GNC] Migrating from PC to Mac

2023-02-16 Thread Martin Taylor 
   Thanks
   Where do I find the data file?

   On 17/02/2023 12:35, David Cousens  wrote:

 Martin

 Coy the data file from your PC to your Mac and open it with GnuCash
 on the Mac.
 You could also store the data file in an online storage location
 (Dropbox or
 similar) or networked storage on your LAN if applicable, so that you
 can open it
 from either system.
 If you have any saved reports you may also want to copy them See
  https://wiki.gnucash.org/wiki/Configuration_Locations  for details.

 David Cousens

 On Fri, 2023-02-17 at 12:23 +1300, Martin Taylor wrote:
 >
 > I’ve got 4.13 installed and running on my PC, and I’ve also set up
 4.13 on my
 > Mac.
 >
 > I’ve tried exporting the account tree and transactions from the PC
 to an
 > external drive and then importing them into the Mac but have
 struck a problem
 > with the transaction file where the importer doesn’t recognise the
 date format
 > or the data in the Deposit and Withdrawal columns, and nothing
 I’ve tried has
 > got me past that point.
 > The account tree seems to come across okay
 > I’m sure there’s another way to do this, would welcome any
 suggestions
 >
 > Martin
 > ___
 > gnucash-user mailing list
 > gnucash-user@gnucash.org
 > To update your subscription preferences or to unsubscribe:
 > https://lists.gnucash.org/mailman/listinfo/gnucash-user
 > -
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Re: [GNC] Migrating from PC to Mac

2023-02-16 Thread David Cousens 
Martin

Coy the data file from your PC to your Mac and open it with GnuCash on the Mac.
You could also store the data file in an online storage location (Dropbox or
similar) or networked storage on your LAN if applicable, so that you can open it
from either system.
 If you have any saved reports you may also want to copy them See
 https://wiki.gnucash.org/wiki/Configuration_Locations  for details.

David Cousens

On Fri, 2023-02-17 at 12:23 +1300, Martin Taylor wrote:
> 
> I’ve got 4.13 installed and running on my PC, and I’ve also set up 4.13 on my
> Mac.
> 
> I’ve tried exporting the account tree and transactions from the PC to an
> external drive and then importing them into the Mac but have struck a problem
> with the transaction file where the importer doesn’t recognise the date format
> or the data in the Deposit and Withdrawal columns, and nothing I’ve tried has
> got me past that point.
> The account tree seems to come across okay
> I’m sure there’s another way to do this, would welcome any suggestions
> 
> Martin
> ___
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Re: [GNC] Migrating from PC to Mac

2023-02-16 Thread Steve Butler 
Just copy the data file.  No export/import needed.

On Thu, Feb 16, 2023, 15:24 Martin Taylor  wrote:

>
> I’ve got 4.13 installed and running on my PC, and I’ve also set up 4.13 on
> my Mac.
>
> I’ve tried exporting the account tree and transactions from the PC to an
> external drive and then importing them into the Mac but have struck a
> problem with the transaction file where the importer doesn’t recognise the
> date format or the data in the Deposit and Withdrawal columns, and nothing
> I’ve tried has got me past that point.
> The account tree seems to come across okay
> I’m sure there’s another way to do this, would welcome any suggestions
>
> Martin
> ___
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[GNC] Migrating from PC to Mac

2023-02-16 Thread Martin Taylor 

I’ve got 4.13 installed and running on my PC, and I’ve also set up 4.13 on my 
Mac.

I’ve tried exporting the account tree and transactions from the PC to an 
external drive and then importing them into the Mac but have struck a problem 
with the transaction file where the importer doesn’t recognise the date format 
or the data in the Deposit and Withdrawal columns, and nothing I’ve tried has 
got me past that point.
The account tree seems to come across okay
I’m sure there’s another way to do this, would welcome any suggestions

Martin
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Re: [GNC] View/Filter by & Edit/Find

2023-02-16 Thread Gyle McCollam 
Derek,
I know the find function is unrelated to the auto complete function, I just 
thought it wouold be great if they fuctioned along the same lines, without 
regard to the limitation of the account register involved.  However, executing 
the "find" from the chart of accounts page instead of the register gets me what 
I need, so thank you for that, it is greatly appreciated!

I also know that is not a bug, but more of a feature request, but totally 
unnecessary, now that you pointed out iy can be done from the COA page.

However, since I now know you are one of the developers, can you explain what I 
am missing when I change the filter in the view and don't select "save", why it 
seems to save the new parameters instead of reverting to the old 90-day limit, 
even on a restart?

BTW, I want to thank you, John, and all the developers for a great piece of 
software.  I never regret the day I found Gnu Cash when I needed to replace my 
previous software!


Thank You,

Gyle McCollam

Gyle McCollam

gmccol...@live.com   email


From: Derek Atkins 
Sent: Thursday, February 16, 2023 12:49 PM
To: Gyle McCollam 
Cc: gnucash-user@gnucash.org 
Subject: Re: [GNC] View/Filter by & Edit/Find

Hi,

This is not a bug.  The "Find" function, when started from an open
register, will always filter on the register contents.  So if you have the
register limited to 90 days, the Find will only search there.

If you want to start from a "scratch" find then you need to go to the
Chart of Accounts page.

The Find function is completely unrelated to autocompletion.

-derek

On Thu, February 16, 2023 12:21 pm, Gyle McCollam wrote:
> When entering a new transaction in an account the auto complete works even
> if the transaction is older than the limit set in "View/Filter by", which
> is great and how I think it should work.  However, when you do an
> "Edit/Find", it only finds transactions within the date range of
> View/Filter by.  I think both the Auto Complete and Find should work the
> same way.
>
> Since they don't, I had to change the View /Filter by from the 90 days I
> had set on the account to All, but I didn't save the filter because I
> wanted it to go back to the 90 days when I finished.  I really don't think
> i should have had to change it all.  Anyway, this brought another problem
> to my attention.  How do you get the view back to 90 days without setting
> the "Filter by" again.  I tried closing and reopening the account, that
> didn't work.  So, I tried closing Gnu Cash and reopening, that didn't work
> either.  It appears that even though I didn't "save" the filter it saved
> it anyway.
>
> It would be best if we didn't have to change the filter just to do a find.
>  Is this a bug or bugs that should be reported when the Gnu Cash website
> comes back up?
>
>
> Thank You,
>
> Gyle McCollam
>
> Gyle McCollam
>
> gmccol...@live.com   email
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--
   Derek Atkins 617-623-3745
   de...@ihtfp.com www.ihtfp.com
   Computer and Internet Security Consultant

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Re: [GNC] View/Filter by & Edit/Find

2023-02-16 Thread john 



> On Feb 16, 2023, at 9:21 AM, Gyle McCollam  wrote:
> 
> When entering a new transaction in an account the auto complete works even if 
> the transaction is older than the limit set in "View/Filter by", which is 
> great and how I think it should work.  However, when you do an "Edit/Find", 
> it only finds transactions within the date range of View/Filter by.  I think 
> both the Auto Complete and Find should work the same way.
> 
> Since they don't, I had to change the View /Filter by from the 90 days I had 
> set on the account to All, but I didn't save the filter because I wanted it 
> to go back to the 90 days when I finished.  I really don't think i should 
> have had to change it all.  Anyway, this brought another problem to my 
> attention.  How do you get the view back to 90 days without setting the 
> "Filter by" again.  I tried closing and reopening the account, that didn't 
> work.  So, I tried closing Gnu Cash and reopening, that didn't work either.  
> It appears that even though I didn't "save" the filter it saved it anyway.
> 
> It would be best if we didn't have to change the filter just to do a find.  
> Is this a bug or bugs that should be reported when the Gnu Cash website comes 
> back up?

All of the devops stuff, including the bug tracker, wiki, git repos, and 
nightly builds, is at Derek's house in Atlanta; it's only the website at 
www.gnucash.org  that's at Linas's house in Austin and 
that's what's down (along with Linas's personal domain linas.org 
).

Regards,
John Ralls

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Re: [GNC] View/Filter by & Edit/Find

2023-02-16 Thread Derek Atkins 
Hi,

This is not a bug.  The "Find" function, when started from an open
register, will always filter on the register contents.  So if you have the
register limited to 90 days, the Find will only search there.

If you want to start from a "scratch" find then you need to go to the
Chart of Accounts page.

The Find function is completely unrelated to autocompletion.

-derek

On Thu, February 16, 2023 12:21 pm, Gyle McCollam wrote:
> When entering a new transaction in an account the auto complete works even
> if the transaction is older than the limit set in "View/Filter by", which
> is great and how I think it should work.  However, when you do an
> "Edit/Find", it only finds transactions within the date range of
> View/Filter by.  I think both the Auto Complete and Find should work the
> same way.
>
> Since they don't, I had to change the View /Filter by from the 90 days I
> had set on the account to All, but I didn't save the filter because I
> wanted it to go back to the 90 days when I finished.  I really don't think
> i should have had to change it all.  Anyway, this brought another problem
> to my attention.  How do you get the view back to 90 days without setting
> the "Filter by" again.  I tried closing and reopening the account, that
> didn't work.  So, I tried closing Gnu Cash and reopening, that didn't work
> either.  It appears that even though I didn't "save" the filter it saved
> it anyway.
>
> It would be best if we didn't have to change the filter just to do a find.
>  Is this a bug or bugs that should be reported when the Gnu Cash website
> comes back up?
>
>
> Thank You,
>
> Gyle McCollam
>
> Gyle McCollam
>
> gmccol...@live.com   email
> ___
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-- 
   Derek Atkins 617-623-3745
   de...@ihtfp.com www.ihtfp.com
   Computer and Internet Security Consultant

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[GNC] View/Filter by & Edit/Find

2023-02-16 Thread Gyle McCollam 
When entering a new transaction in an account the auto complete works even if 
the transaction is older than the limit set in "View/Filter by", which is great 
and how I think it should work.  However, when you do an "Edit/Find", it only 
finds transactions within the date range of View/Filter by.  I think both the 
Auto Complete and Find should work the same way.

Since they don't, I had to change the View /Filter by from the 90 days I had 
set on the account to All, but I didn't save the filter because I wanted it to 
go back to the 90 days when I finished.  I really don't think i should have had 
to change it all.  Anyway, this brought another problem to my attention.  How 
do you get the view back to 90 days without setting the "Filter by" again.  I 
tried closing and reopening the account, that didn't work.  So, I tried closing 
Gnu Cash and reopening, that didn't work either.  It appears that even though I 
didn't "save" the filter it saved it anyway.

It would be best if we didn't have to change the filter just to do a find.  Is 
this a bug or bugs that should be reported when the Gnu Cash website comes back 
up?


Thank You,

Gyle McCollam

Gyle McCollam

gmccol...@live.com   email
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