Re: [GNC] Best way to upgrade from an old version (2.6.14) to current

2021-01-08 Thread D. via gnucash-user
David, Thanks for clarifying. I agree with all your points--especially about the fine work of the developers! David T. Original Message From: David Carlson Sent: Fri Jan 08 18:03:03 EST 2021 To: "D." Cc: Tfastle , David Reiser via gnucash-user Subject: Re: [GNC] Best

Re: [GNC] Best way to upgrade from an old version (2.6.14) to current

2021-01-08 Thread Christopher Lam
A last note: during upgrades, check the trace file for possibly important logs. These are overwritten, hence upgrade messages can disappear easily. https://wiki.gnucash.org/wiki/Tracefile On Sat, 9 Jan 2021, 9:58 am Tfastle via gnucash-user, < gnucash-user@gnucash.org> wrote: > Well, I must

Re: [GNC] Best way to upgrade from an old version (2.6.14) to current

2021-01-08 Thread Tfastle via gnucash-user
Well, I must chime in. You all are way over my head now but the thread seems lively and is entertaining. I think what I will do is save my file in a safe place and try the update and see what happens and, along the way, learn a little. Then, maybe I'll understand a bit more of what is being

Re: [GNC] Correct environment variables for Linux?

2021-01-08 Thread David Cousens
Dan Fairly complete build instructions are given in the wiki https://wiki.gnucash.org/wiki/Building_On_Linux. These were written primarily from Ubuntu/Linux Mint/Debian distros and dwork for GC4.4 on LinuxMint20/Ubuntu 20.04. The critical step is getting all the dependency headers and libraries

Re: [GNC] Best way to upgrade from an old version (2.6.14) to current

2021-01-08 Thread Jean-David Beyer via gnucash-user
On 1/8/21 6:03 PM, David Carlson wrote: > Now Linux technology has started to move away from PPA protocols toward > Flatpack or possibly other alternatives that I still feel need more > development before I am ready to jump from GnuCash 3.8 to 4.4 or beyond. > Reading the tales of woe here and on

Re: [GNC] Best way to upgrade from an old version (2.6.14) to current

2021-01-08 Thread David Carlson
First, I just know enough about computers to be dangerous. So I am ultra conservative about going in over my head trying to stay near the (b)leading edge of technology. Like you I have been using GnuCash since very early in the 2.something days sometime after it was ported to Windows. That

Re: [GNC] How is Total(period) in Account Tree intended to work for brokerage accounts?

2021-01-08 Thread David Reiser via gnucash-user
I finally understand that a transaction must occur during the period to be included. However, the unrealized gain is included for stock transactions based in the current period. The Account Tree is not a report, so it’s unclear how one might change the evaluation. But my Total(period) for the

Re: [GNC] How is Total(period) in Account Tree intended to work for brokerage accounts?

2021-01-08 Thread D. via gnucash-user
The Total(Period) column includes the value of actual transactions during the period. Changes in valuation aren't counted in this value because they are unrealized. You are seeing a number in the one account precisely because you rolled the money over from one account to another. That was an

Re: [GNC] Best way to upgrade from an old version (2.6.14) to current

2021-01-08 Thread D. via gnucash-user
David, I don't understand; could you explain what exactly is taking such a long time to upgrade? I've been using Gnucash for, like, 15 years, and the upgrade process (across multiple major versions [I believe I started around 2.0.5 or so], using multiple installation methods [anyone remember

Re: [GNC] How is Total(period) in Account Tree intended to work for brokerage accounts?

2021-01-08 Thread David Carlson
Going back to the question in the title of this thread, the Total(period) indicates the sum of all transactions for that account during the default period, which, I think, is the current year. Check your preferences on that. So the number for the brokerage account period would be the sum of

Re: [GNC] How is Total(period) in Account Tree intended to work for brokerage accounts?

2021-01-08 Thread David Carlson
What, exactly do you mean by 'real' total? On Fri, Jan 8, 2021 at 1:59 PM David Reiser wrote: > The brokerage parent is in dollars. The individual fund accounts under it > are in shares. But it’s the same setup for both the account that shows a > ‘real’ total and those that show 0.00. > -- >

Re: [GNC] Best way to upgrade from an old version (2.6.14) to current

2021-01-08 Thread David Carlson
Years ago Quicken allowed exporting data (in their version of QIF format) for a limited time interval and/or for one, several or all accounts, but I do not know if that is still true. They also used to allow simply exporting your account tree with no transaction data. Good luck! On Fri, Jan 8,

Re: [GNC] How is Total(period) in Account Tree intended to work for brokerage accounts?

2021-01-08 Thread David Reiser via gnucash-user
The brokerage parent is in dollars. The individual fund accounts under it are in shares. But it’s the same setup for both the account that shows a ‘real’ total and those that show 0.00. -- Dave Reiser dbrei...@icloud.com > On Jan 8, 2021, at 2:55 PM, David Carlson wrote: > > For each

Re: [GNC] How is Total(period) in Account Tree intended to work for brokerage accounts?

2021-01-08 Thread David Carlson
For each account, is ti's value in US Dollars or is it in shares that have some US Dollar value per share?? On Fri, Jan 8, 2021 at 1:51 PM David Reiser wrote: > All security values are updated on a roughly daily basis. And since all of > my investments and other accounts are linked to USD, I

Re: [GNC] Best way to upgrade from an old version (2.6.14) to current

2021-01-08 Thread Adrien Monteleone
I too highly recommend this step not be skipped! (if so inclined) Regards, Adrien On 1/8/21 11:28 AM, D. via gnucash-user wrote: 8) Relax, don't worry, have a home brew.  (This last directive might not apply to the current set of activities) ___

Re: [GNC] How is Total(period) in Account Tree intended to work for brokerage accounts?

2021-01-08 Thread David Carlson
Parenthetically, this year, having business holidays around calendar year-end, you need to make sure that you understand how Gnucash picks values out of the price database when designing your reports. On Fri, Jan 8, 2021 at 12:55 PM David Reiser via gnucash-user < gnucash-user@gnucash.org> wrote:

Re: [GNC] How is Total(period) in Account Tree intended to work for brokerage accounts?

2021-01-08 Thread David Reiser via gnucash-user
All security values are updated on a roughly daily basis. And since all of my investments and other accounts are linked to USD, I still don’t see any difference between the account that reports a ‘real’ total vs. the accounts that report 0.00. -- Dave Reiser dbrei...@icloud.com > On Jan 8,

Re: [GNC] Best way to upgrade from an old version (2.6.14) to current

2021-01-08 Thread Adrien Monteleone
Read over John's reply again. If you want to 'start fresh' then just install 4.4 and then start importing. I'm not sure if Quicken allows you to export a date range of data. If so, then following John's advice, export the very first month of data, then import it into GnuCash. Then export the

Re: [GNC] How to stop shortcuts from appearing on the home screen after every every transaction is entered?

2021-01-08 Thread Stan Brown
On 2021-01-08 10:44, Derek Atkins wrote: > I would argue that Log and Backup files are not temporary and should > definitely not be treated as such. I don't think we're that far apart. I don't delete them immediately, and I don't suppose you really mean that these files, numbering in many

Re: [GNC] How is Total(period) in Account Tree intended to work for brokerage accounts?

2021-01-08 Thread David Carlson
David, The total value of brokerage accounts is usually zero because that number only represents the cash in the account. The securities are valued separately, usually in their share amounts. You would need to separately make sure that GnuCash has been updated with the value of each of those

Re: [GNC] Best way to upgrade from an old version (2.6.14) to current

2021-01-08 Thread Tfastle via gnucash-user
Well, I would first like to say thanks for the very thoughtful and informative replies! I should have mentioned in my first post that I am not an overly "inner works of a computer" savvy person and even less so with the inner workings of software some of that was a bit over my head. When I first

[GNC] How is Total(period) in Account Tree intended to work for brokerage accounts?

2021-01-08 Thread David Reiser via gnucash-user
I have a number of brokerage-like accounts (cursed with multiple TIAA contracts…). In most cases, the Total(period) column in the account tree page lists $0.00 as that total. I did a roth conversion at the end of 2020 that resulted in the money for the conversion being moved to the new account

Re: [GNC] How to stop shortcuts from appearing on the home screen after every every transaction is entered?

2021-01-08 Thread Derek Atkins
Stan, On Fri, January 8, 2021 1:26 pm, Stan Brown wrote: > > (In my opinion, it's unfortunate that GnuCash writes temporary files to > the data directory rather than %TEMP% or the equivalent, because it > leads to the problem the OP is asking for help. I know we had a > discussion a few months

Re: [GNC] How to stop shortcuts from appearing on the home screen after every every transaction is entered?

2021-01-08 Thread Stan Brown
On 2021-01-08 07:56, Derek Atkins wrote: > On Fri, January 8, 2021 10:50 am, Jesse VonStein wrote: >> Very technology challenged user. > > GnuCash creates a log file and backup data files as you enter and save > your data. This is to prevent data loss, so is a good thing. > By default, GnuCash

Re: [GNC] Best way to upgrade from an old version (2.6.14) to current

2021-01-08 Thread David Carlson
Tfastle, I am currently at release 3.8, half way through the process of migrating from 2.6.xx to 4.4. I can tell you that the migration is very time consuming and it looks like it is going to be a challenge to take the step from 3.8 to 4.4 in a Linux OS. If you are contemplating running GnuCash

Re: [GNC] Best way to upgrade from an old version (2.6.14) to current

2021-01-08 Thread D. via gnucash-user
Welcome back! Let me start with the last point first: in my experience, Gnucash's developer team is deeply committed to compatibility, and works to ensure that upgrades preserve ALL previous data. Furthermore, the default data storage is XML, which is text that is human readable, and fully

Re: [GNC] Best way to upgrade from an old version (2.6.14) to current

2021-01-08 Thread John Ralls
> On Jan 8, 2021, at 8:53 AM, Tfastle via gnucash-user > wrote: > > A few years back I was going to switch from using Quicken to GnuCash. I > downloaded and spent a fair amount of time reading about GnuCash and getting > my Quicken Account imported. For me, it was a bit of a learning curve

[GNC] [MAINT] Short network upgrade this weekend

2021-01-08 Thread Derek Atkins
Hi, I plan to update the software on my main router over the weekend. Exact time still TBD, but if all goes well you will barely see a blip. If it does NOT go well, then it's possible there might be some extended downtime to code.gnucash.org. Based on my research there has been a lot of positive

[GNC] Best way to upgrade from an old version (2.6.14) to current

2021-01-08 Thread Tfastle via gnucash-user
A few years back I was going to switch from using Quicken to GnuCash. I downloaded and spent a fair amount of time reading about GnuCash and getting my Quicken Account imported. For me, it was a bit of a learning curve and a lack of time thwarted my effort. I now hope to make the move for good.

Re: [GNC] How to stop shortcuts from appearing on the home screen after every every transaction is entered?

2021-01-08 Thread Derek Atkins
Hi, On Fri, January 8, 2021 10:50 am, Jesse VonStein wrote: > Very technology challenged user. GnuCash creates a log file and backup data files as you enter and save your data. This is to prevent data loss, so is a good thing. By default, GnuCash stores those logs and backup files in the same

[GNC] How to stop shortcuts from appearing on the home screen after every every transaction is entered?

2021-01-08 Thread Jesse VonStein
Very technology challenged user. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see

Re: [GNC] Correct environment variables for Linux?

2021-01-08 Thread Dan Ståhlberg via gnucash-user
Thanks for the advice Geert! I have tried setting GNC_CONFIG_DIR and GNC_DATA_DIR as well but get the same result. I guess it is gSettings/dconf that mess things up. As this is 3.8b+ version (packaged in Ubuntu 20.04), I may revise my backup strategy and move on to 4.4 and flatpak instead.

Re: [GNC] Correct environment variables for Linux?

2021-01-08 Thread Geert Janssens
Setting XDG_DATA_HOME and XDG_CONFIG_HOME will affect more than just gnucash. It also affect many other parts of the gnome or kde desktop environments. If gnucash always starts as if it has never run before, it's most likely gnucash can't communicate with gsettings. Part of the gnucash