Re: [GNC] NEw user assistance

2023-01-06 Thread john
GnuCash prioritizes direct prices over indirect ones, so if you have a single AAPL-CAD price in your price database and a bunch of AAPL-USD and USD-CAD ones the latter will be ignored when trying to price AAPL in CAD and you'll almost always get the single direct price. Two more important

Re: [GNC] NEw user assistance

2023-01-06 Thread Christopher Lam
I would think that if your home currency is CAD and you buy some USD stocks, you'd first transfer some cash from your CAD bank into your brokerage account in USD, then immediately use the latter to purchase your AAPL. On Sat, 7 Jan 2023, 5:46 am Karl, wrote: > Hi there John, > > Thanks for the

Re: [GNC] Register column sizing

2023-01-06 Thread Fred Tydeman
I find that doing a double left click on each column header, going from right to left works just fine. On Fri, Jan 6, 2023 at 7:11 PM peterb wrote: > I have been using Gnucash for many years and I still never know exactly > what's going to happen when I try to resize a column. It is 120% >

Re: [GNC] Register column sizing

2023-01-06 Thread peterb
I have been using Gnucash for many years and I still never know exactly what's going to happen when I try to resize a column. It is 120% infuriating - at least to me! - so I'm in favor of trying to make the behavior more sensible. It feels fundamentally weird to me to privilege the description

Re: [GNC] Request for Automatic Reconciliation Function

2023-01-06 Thread Jim DeLaHunt
Bite Gao: Thank you for continuing this conversation. I am glad to have your ideas in this discussion. While I think I understand what feature you are asking for, I do see some difficulties with it. For example, you say: On 2023-01-06 17:22, Bite Gao wrote: …For each split record in the

Re: [GNC] Request for Automatic Reconciliation Function

2023-01-06 Thread Dean Gibson
You are asking for the impossible.  It is not possible to predict all the possible ways a computer program could make a mistake.  It's just not knowable. On 2023-01-06 17:22, Bite Gao wrote: GnuCash Developers and Maintainers:   ...   Personally, I do not found that how computer program

Re: [GNC] Request for Automatic Reconciliation Function

2023-01-06 Thread Bite Gao
GnuCash Developers and Maintainers:   Hello! While you pinpoint out the possibility of a mistake in automated process, it did not eliminate the meaning of the automatic reconciliation.   What an automatic reconciliation does is: the program concatenates the transaction's date, check number and

Re: [GNC] Register column sizing

2023-01-06 Thread David Carlson
I do find that when I move between computers with different display resolutions, if I copy the user preferences, then I have to fiddle with widths on the new machine. If the defaults were good enough so that there was no need to port over the column widths, there would still be other settings

Re: [GNC] Register column sizing

2023-01-06 Thread Maf. King
CAn I suggest that columns are given a notional minimum width, to stop the problem of the left and right dividers overlapping. say 5 or 10px or something, it you are thiking of diddling around with that area of code? "vanishing" columns seems to be another similar FAQ over the years. Maf.

Re: [GNC] Budget report fails in multiple currencies

2023-01-06 Thread Adrien Monteleone
Christopher Lamm had been working on various aspects of the Budget Report not long ago. He may be able to squeeze in a look at this. He'll likely be the one to see your bug report and maybe shed light on the math logic. If I can find some time this weekend I'll test as well. I normally don't

Re: [GNC] Is a screwed-up style sheet hiding somewhere?

2023-01-06 Thread Adrien Monteleone
Fair enough. I see you managed to clear it up with a registry edit. I did manage to get a similar looking invoice to yours by default though. That was via Reports > Business > Fancy Invoice. The other options of Easy, Printable, & Tax Invoice are more sane looking. You can change the

Re: [GNC] Is a screwed-up style sheet hiding somewhere?

2023-01-06 Thread Dr. David Kirkby
On Fri, 6 Jan 2023 at 22:12, David H wrote: > Dave, > > You might be overlooking the settings in the Windows Registry? Details at > https://wiki.gnucash.org/wiki/Configuration_Locations - snippet below > > Cheers David H. > Thank you. Clearing the stuff from the registry with regedit

Re: [GNC] Budget report fails in multiple currencies

2023-01-06 Thread ml enquirer
Dear all, I've done some digging, and Gnucash totals seem to be wrongly reported for budget reports with multi-currency sub-accounts. But I'm not an accountancy expert at all, so perhaps someone can explain the accounting logic behind it? Perhaps a report that can imply 1+1=3 should have a

Re: [GNC] Select correct database for plot and explorer gui widgets

2023-01-06 Thread Ben Pracht
My apologies. I emailed wtong list On Fri, Jan 6, 2023, 14:33 john wrote: > > > > On Jan 5, 2023, at 10:11 PM, Ben Pracht wrote: > > > > Hi, > > > > I really like having the convenience of an inline plotter, but the plot > > widget only allows me to select > > the X and Y values from I think

Re: [GNC] Is a screwed-up style sheet hiding somewhere?

2023-01-06 Thread Dr. David Kirkby
On Fri, 6 Jan 2023 at 21:28, Adrien Monteleone < adrien.montele...@lusfiber.net> wrote: > You didn't like the looks of an invoice so you tried > uninstall/re-install? Holy cow. > > Since you don't specify what about the invoice you don't like, the best > I can do is guess: > > You're not a fan of

Re: [GNC] Is a screwed-up style sheet hiding somewhere?

2023-01-06 Thread David H
Dave, You might be overlooking the settings in the Windows Registry? Details at https://wiki.gnucash.org/wiki/Configuration_Locations - snippet below Cheers David H. GSettings Besides the directories and files described above GnuCash also stores a number of user preferences in GSettings.

Re: [GNC] NEw user assistance

2023-01-06 Thread Karl
Hi there John, Thanks for the information. Very helpful! Perhaps I am setting up my foreign (USD) investment accounts all wrong. I'm trying to follow the instructions and examples in Chapters 9.5 and 9.6, but I can't reconcile the instructions with your explanation. So if I set-up the account

Re: [GNC] Request for Automatic Reconciliation Function

2023-01-06 Thread Jim DeLaHunt
Bite Gao: Thank you for your feature request. And thank you for your second message, where you make your request clear enough that I finally understand it. What I think you are requesting is that GnuCash's Reconciliation command add an option for GnuCash to read in a data file supplied by

Re: [GNC] Is a screwed-up style sheet hiding somewhere?

2023-01-06 Thread Adrien Monteleone
You didn't like the looks of an invoice so you tried uninstall/re-install? Holy cow. Since you don't specify what about the invoice you don't like, the best I can do is guess: You're not a fan of your duplicated company name and info. That's certainly reasonable. I'm not sure why it would

Re: [GNC] Where do I set the "Accounting Period" for reports?

2023-01-06 Thread Adrien Monteleone
There already is such a preference. It is the very first preference on the first tab. Most reports (certainly annual ones) default to 'beginning of accounting period' and 'end of accounting period'. The OP's issue is that preference by default is 'beginning/end of *this* year, and we're

[GNC] Is a screwed-up style sheet hiding somewhere?

2023-01-06 Thread Dr. David Kirkby
A week or two ago I managed to do something that meant invoices and bills looked silly. Today I upgraded to GnuCash 4.13 on Windoze, and the problem persisted. So I used the uninstall tool. That did not seem to delete all the directories, so I deleted the directories C:\Program Files(x86)\gnucash,

Re: [GNC] Where do I set the "Accounting Period" for reports?

2023-01-06 Thread Adrien Monteleone
Then set your accounting period to the desired range or else use Saved Configurations as needed. But do note if you customize the Accounting Period to specific dates, you'll have to change it again next time. The easiest option that requires the least amount of repetitive work is to leave

Re: [GNC] Where do I set the "Accounting Period" for reports?

2023-01-06 Thread Stan Brown
On 2023-01-06 11:35, Chris Green wrote: > On Fri, Jan 06, 2023 at 07:17:46PM +1000, David H wrote: >> Chris, >> >> Did you run a report then click on Options / General Tab - the reports I >> run allow you to set the period for each report? >> > That's absolutely the last thing I want to do, I

Re: [GNC] Register column sizing

2023-01-06 Thread Thomas Forrester
To be honest, John, it's been a minute since I bothered to think about it. For the most part, I guess I just leave columns alone. I don't recall the last time I've had to resize a column, and maybe that speaks kindly of the width-memory the columns have at this point. Or not. Like I say, I

Re: [GNC] Bank reconciliation after messy migration

2023-01-06 Thread David H
This, with one minor change - If you're happy that everything is 100% just reconcile up to your latest statement closing balance and date. Ignore the Gnucash generated starting balance because when all said and done it's all about the final closing balance. Cheers David H. On Sat, 7 Jan 2023

Re: [GNC] Where do I set the "Accounting Period" for reports?

2023-01-06 Thread Chris Green
On Fri, Jan 06, 2023 at 07:17:46PM +1000, David H wrote: > Chris, > > Did you run a report then click on Options / General Tab - the reports I > run allow you to set the period for each report? > That's absolutely the last thing I want to do, I want the same period for every report after

Re: [GNC] Select correct database for plot and explorer gui widgets

2023-01-06 Thread john
> On Jan 5, 2023, at 10:11 PM, Ben Pracht wrote: > > Hi, > > I really like having the convenience of an inline plotter, but the plot > widget only allows me to select > the X and Y values from I think is the OOTB country database. How can I > select a different database for this widget? It

Re: [GNC] Register column sizing

2023-01-06 Thread john
With the exception of the Description field automatically resizing itself to fit the register in the window width, I think GnuCash does size columns the same way spreadsheets do: You put the pointer on the right-hand divider in the header and drag it, and double-click in the header to fit the

Re: [GNC] Bank reconciliation after messy migration

2023-01-06 Thread David Carlson
There isn't an easy way to unreconcile many transactions, but because reconciliation dates aren't very easy to see or care about once they get old, many users will ignore starting dates and balances if they know that there is a reason that they don't match the bank statement this month. One

Re: [GNC] NEw user assistance

2023-01-06 Thread john
That's a very long-running discussion with another Canadian CPA, see https://bugs.gnucash.org/show_bug.cgi?id=797796 and https://bugs.gnucash.org/show_bug.cgi?id=798004. The simplest workaround is to set up an account structure that looks like Assets Investments Stocks

Re: [GNC] Bank reconciliation after messy migration

2023-01-06 Thread Fred Tydeman
Here is a fast way to Reconcile everything (not what you asked for, but it might help) Reconcile "t" in Statement date == Today Left click OK Ctrl-A == Select All items in Funds In column Space == Mark as Reconciled Tab == Move to Funds Out column Ctrl-A == Select All items in Funds Out

Re: [GNC] Bank reconciliation after messy migration

2023-01-06 Thread Eric Hammond
I have finally completed replacing Quicken with GnuCash. One of the casualties is my ability to reconcile my bank account. The account covers from 2014 to present, and matches all bank statements and balances properly. The reconciliation function opens but starts at some random date and

Re: [GNC] Register column sizing

2023-01-06 Thread Adrien Monteleone
That's a good question and one I've had myself. It is even more perplexing when I discovered the registers are based on code from the Gnumeric spreadsheet app. My wild and very limited understanding guess is: That part of the UI didn't get borrowed from Gnumeric, maybe for a good reason. A

Re: [GNC] Sort order not being maintained

2023-01-06 Thread Adrien Monteleone
I just tested using 4.13 on Mac. It works properly there. I tested closing the register I sorted, then re-opening. I then tested closing GnuCash and re-opening. In both cases, the sort order was retained. (I tested with your options of Date, Reverse, & Save) Try 4.13? Regards, Adrien On

Re: [GNC] another beginner question

2023-01-06 Thread Simon Roberts
That does make sense, thanks again Derek. Cheers, Simon On Thu, Jan 5, 2023 at 5:54 PM Derek Atkins wrote: > Well, if you put your O-B on all your Assets and Liabilities, then yes, > that *IS* your current equity in the company. > > If you think the balance is too big, then most likely you

Re: [GNC] Register column sizing

2023-01-06 Thread William Prescott
Another vote in favor of this change to the column width handling, Best wishes, Will On Jan 6, 2023, at 08:45, Matthew Forbis via gnucash-user wrote: I'm fully in agreement of making the description column behave like all the others. Matt On Thursday, January 5, 2023 at 09:41:58 PM CST,

[GNC] Sort order not being maintained

2023-01-06 Thread Dr. David Kirkby
I'm running GnuCash 4.12 on both linux and Windoze - mainly on Windoze laptop, as my desktop PC uses 200 W of power when idle, plus whatever the monitor uses. I keep sorting the bank account, or other accounts, but the sort order keeps being lost, despite me ticking the box to keep the sort

Re: [GNC] Register column sizing

2023-01-06 Thread Matthew Forbis via gnucash-user
I'm fully in agreement of making the description column behave like all the others. Matt On Thursday, January 5, 2023 at 09:41:58 PM CST, john wrote: Users, There have been occasional complaints for many years about column width sizing. See for e.g.

Re: [GNC] Register column sizing

2023-01-06 Thread ml
I’m new to GnuCash so I admit I’m not sure I fully understand the question’s impacts. I have figured out I can resize each column manually, but what does confuse me is why (at least on macOS) a double click (as opposed to a right-click) activates what I believe you’re referring to as

Re: [GNC] Where do I set the "Accounting Period" for reports?

2023-01-06 Thread Michael or Penny Novack
On 1/6/2023 6:11 AM, Chris Green wrote: On Fri, Jan 06, 2023 at 12:31:46PM +0300, David T. via gnucash-user wrote: There is also a setting in preferences somewhere to change the accounting period. As I don't use the feature, I don't know where it is in either the general preferences or the file

Re: [GNC] Request for Automatic Reconciliation Function

2023-01-06 Thread johnny
hi On 1/6/23 09:16, David T. via gnucash-user wrote: Call me old school, but I want to check that the bank and I agree on the accounting, and I consider me to be the best judge of my transaction history. isn't that the whole *point* of reconciliation after all ... ? (so i would call you

Re: [GNC] Register column sizing

2023-01-06 Thread David T. via gnucash-user
I think both changes would be excellent. As another person has noted, most people expect GnuCash columns to behave like a spreadsheet, and the Description column trips them up. And if the Price column doesn't have to be there, removing it will be beneficial as well. ⁣David T. ​ On Jan 6,

Re: [GNC] Request for Automatic Reconciliation Function

2023-01-06 Thread David T. via gnucash-user
I agree with Adrien here fully, as well as with other points made elsewhere in the thread. As an open source software package, it's certainly possible for *someone* to write code for an automatic reconciliation, but I certainly wouldn't want the feature myself. Call me old school, but I want

Re: [GNC] NEw user assistance

2023-01-06 Thread Karl
Hello David and everyone, Thank you for your messages. A little background about myself: I'm a Canadian (born and raised), and a CPA. I have been using GnuCash for a while now, but am interested in delving deeper into its functions that can be useful to me. I use GnuCash only for personal and

Re: [GNC] Register column sizing

2023-01-06 Thread Michael or Penny Novack
On 1/6/2023 12:46 AM, David Carlson wrote: I feel that the register column sizing is complicated by the fact that the register view is constrained by the requirement that the data input window has to appear to blend in to the rest of the register view. If the data input area was separated from

Re: [GNC] Register column sizing

2023-01-06 Thread Glenn Fowler
Maybe a setting in Preferences -> Register Defaults to toggle the option? On Fri, Jan 6, 2023 at 8:32 AM Fross, Michael wrote: > Hi John. I enjoy the ability to double click column headers to auto-size > them. I hope this is not impacted. > > For description autosizing, it did take a little

Re: [GNC] Register column sizing

2023-01-06 Thread Thomas Forrester
I realize I'm answering a slightly different question, but I've never understood why the GnuCash developers have never made column sizing (and apparently hiding, too) work just like spreadsheets. We already invented that wheel, and people are *really* accustomed to how it works, hence the

Re: [GNC] Register column sizing

2023-01-06 Thread Fross, Michael
Hi John. I enjoy the ability to double click column headers to auto-size them. I hope this is not impacted. For description autosizing, it did take a little getting used to, but I like it and use it. I manage the other columns, mostly by double clicking the title, and then let the description

Re: [GNC] Where do I set the "Accounting Period" for reports?

2023-01-06 Thread Adrien Monteleone
That also happens to be the very FIRST preference overall. First tab of Preferences, first preference. You'd have to really not be looking top-down or in any order to miss it. Regards, Adrien On 1/6/23 3:51 AM, David H wrote: Yeah it's Prefs >> Accounting Period - not sure if that's used by

Re: [GNC] Request for Automatic Reconciliation Function

2023-01-06 Thread Adrien Monteleone
I understand your explanation, but if you aren't checking and verifying every transaction, how do you ever discover when the automated process makes a mistake? Reconciliation was invented long before computers, but I appreciate that the process demands one to slow down, take your time, and

Re: [GNC] Where do I set the "Accounting Period" for reports?

2023-01-06 Thread Adrien Monteleone
I'll follow up that if you've left the default Accounting Period defined as 'Start of this Year/End of this Year' and you try to run your annual reports in the following year, such as today for 2022, yes, the range will be wrong. As I noted in my other reply, use Saved Report Configs. Get the

Re: [GNC] Where do I set the "Accounting Period" for reports?

2023-01-06 Thread Adrien Monteleone
No, if you set the period in Preferences, it remembers it. Do a test and set specific odd dates here and run an annual-style report before and after doing so. If you change a report's Options to something other than "beginning/end of this period" which is usually the default for most reports,

Re: [GNC] Why can't I set 'selcted' accounts for reports permananently?

2023-01-06 Thread Adrien Monteleone
That would depend on the report. For some, it makes sense that GnuCash doesn't know which accounts you want till you tell it. For others, there are sane defaults. (like the Income statement that already has Income & Expense accounts selected) Some reports also behave a tad differently

Re: [GNC] Where do I set the "Accounting Period" for reports?

2023-01-06 Thread Adrien Monteleone
Maybe it is used for things other than reports? Regards, Adrien On 1/6/23 5:11 AM, Chris Green wrote: On Fri, Jan 06, 2023 at 12:31:46PM +0300, David T. via gnucash-user wrote: There is also a setting in preferences somewhere to change the accounting period. As I don't use the feature, I

Re: [GNC] Register column sizing

2023-01-06 Thread Adrien Monteleone
I don't play with it too often these days, but if I do, I won't miss the auto-size or accidentally exposing the price column. Regards, Adrien On 1/5/23 9:40 PM, john wrote: It would be really easy to turn off autosizing on the Description field and only a little work to figure out another

Re: [GNC] QIF format for StkSplit

2023-01-06 Thread ml
Yes. In my GnuCash the original shares are removed in one transaction, and the newly calculated amount (based on the split) is added in a second transaction. In my Quicken, when I recorded a split, the additional shares (in this case, a 4 for 1 of APPL) were recorded. But my original question

Re: [GNC] Request for Automatic Reconciliation Function

2023-01-06 Thread Dr. David Kirkby
On Fri, 6 Jan 2023 at 01:50, Bite Gao wrote: > GnuCash Developers and Maintainers: Hello! While you have mentioned the requirement of human intervene in the reconciliation process, I do not see it contradicts with the presence of automatically reconciliation system. Yours, > > Bite,

Re: [GNC] QIF format for StkSplit

2023-01-06 Thread ml
I appreciate the analysis of the code, and the confirmation of what I found through experimentation. I had tried searching the code for the answer, but I do not know C/C++ and I would not have been able to figure it out. I’d be happy to write a paragraph documenting how a QIF entry for a

Re: [GNC] Where do I set the "Accounting Period" for reports?

2023-01-06 Thread Phyllis Bruce
Good question On Fri, Jan 6, 2023 at 5:12 AM Chris Green wrote: > On Fri, Jan 06, 2023 at 12:31:46PM +0300, David T. via gnucash-user wrote: > > There is also a setting in preferences somewhere to change the > accounting > > period. As I don't use the feature, I don't know where it is in either

[GNC] Why can't I set 'selcted' accounts for reports permananently?

2023-01-06 Thread Chris Green
Maybe I'm missing a setting somewhere, but every time I want to print a report I have to go through the whole rigmarole of selecting all accounts for the report. Is there a way to get Gnucash to default to selecting *all* accounts rather than no accounts? -- Chris Green

Re: [GNC] Where do I set the "Accounting Period" for reports?

2023-01-06 Thread Chris Green
On Fri, Jan 06, 2023 at 12:31:46PM +0300, David T. via gnucash-user wrote: > There is also a setting in preferences somewhere to change the accounting > period. As I don't use the feature, I don't know where it is in either > the general preferences or the file preferences. > Yes, that's where

Re: [GNC] Where do I set the "Accounting Period" for reports?

2023-01-06 Thread Chris Green
On Fri, Jan 06, 2023 at 07:17:46PM +1000, David H wrote: > Chris, > > Did you run a report then click on Options / General Tab - the reports I > run allow you to set the period for each report? > ... and then forgets it for the next report as far as I can see. -- Chris Green

Re: [GNC] Where do I set the "Accounting Period" for reports?

2023-01-06 Thread David T. via gnucash-user
Probably depends on the report. David T.​ On Jan 6, 2023, 12:52, at 12:52, David H wrote: >Yeah it's Prefs >> Accounting Period - not sure if that's used by >reports >or just for registers ? > >Cheers David H. > > >On Fri, 6 Jan 2023 at 19:31, David T. wrote: > >> There is also a setting in

Re: [GNC] Where do I set the "Accounting Period" for reports?

2023-01-06 Thread David H
Yeah it's Prefs >> Accounting Period - not sure if that's used by reports or just for registers ? Cheers David H. On Fri, 6 Jan 2023 at 19:31, David T. wrote: > There is also a setting in preferences somewhere to change the accounting > period. As I don't use the feature, I don't know where

Re: [GNC] Where do I set the "Accounting Period" for reports?

2023-01-06 Thread David T. via gnucash-user
There is also a setting in preferences somewhere to change the accounting period. As I don't use the feature, I don't know where it is in either the general preferences or the file preferences. ⁣ David T.​ On Jan 6, 2023, 12:19, at 12:19, David H wrote: >Chris, > >Did you run a report then

Re: [GNC] Where do I set the "Accounting Period" for reports?

2023-01-06 Thread David H
Chris, Did you run a report then click on Options / General Tab - the reports I run allow you to set the period for each report? Cheers David H. On Fri, 6 Jan 2023 at 19:06, Chris Green wrote: > Every year when I want to print annual reports I have this problem. > > I can never find where to

[GNC] Where do I set the "Accounting Period" for reports?

2023-01-06 Thread Chris Green
Every year when I want to print annual reports I have this problem. I can never find where to set the 'accounting period' for reports. Where is it please? -- Chris Green ___ gnucash-user mailing list gnucash-user@gnucash.org To update your

[GNC] Select correct database for plot and explorer gui widgets

2023-01-06 Thread Ben Pracht
Hi, I really like having the convenience of an inline plotter, but the plot widget only allows me to select the X and Y values from I think is the OOTB country database. How can I select a different database for this widget? It seems like somewhere there should be a database selection drop down