Re: [GNC] GnuCash: What scheduled transactions can't do

2023-01-27 Thread David T. via gnucash-user
It seems to me that the OP is running up against the fact that GnuCash has always been focused on Real, rather than Potential, transactions, since it follows a more strict accounting perspective. Users encounter this with Scheduled transactions; they encounter it with budgets; they encounter it

Re: [GNC] Scheduled Transactions Window Sorting

2023-01-27 Thread David Carlson
Adrien M, Are you able to sort transactions in the Since Last Run dialog as well as in the Scheduled Transactions Editor? Are they still sorted the same way the next time that you open the Scheduled Transactions Editor? I think there may be some confusion about when the stickiness arises. I

Re: [GNC] GnuCash: What scheduled transactions can't do

2023-01-27 Thread David Carlson
Would it be possible to rework the Future Scheduled Transactions Summary report to display the scheduled transactions? On Fri, Jan 27, 2023 at 4:15 PM Michael or Penny Novack < stepbystepf...@comcast.net> wrote: > > > If you mean in number 1 that there's no way to specify a future exchange >

Re: [GNC] GnuCash: What scheduled transactions can't do

2023-01-27 Thread Michael or Penny Novack
If you mean in number 1 that there's no way to specify a future exchange rate, that's correct. ROFL If it were possible for gnucash to CORRECTLY predict what exchange rates will be at some future date then I wouldn't be using it just to automate my bookkeeping. I'd be using it to make a

Re: [GNC] Entering Share Purchase/Sale

2023-01-27 Thread R Losey
You don't change it in the Security Editor -- it is changed in the account. (Right-click on the account, and select Edit to bring up the options). I don't have GnuCash up at the moment, but from memory, the account type is in the lower left area. On Fri, Jan 27, 2023 at 9:00 AM Rajesh Maini

Re: [GNC] Entering Share Purchase/Sale

2023-01-27 Thread R Losey
No, that's a great explanation... When I have the account set as a stock or mutual fund, it has the additional columns for shares and price. On Fri, Jan 27, 2023 at 8:41 AM xboxboy.mageia+GnuCash < xboxboy.mageia+gnuc...@gmail.com> wrote: > I went through something similar only a while back: >

Re: [GNC] GnuCash: What scheduled transactions can't do

2023-01-27 Thread Jan via gnucash-user
Hi John: Thanks for the quick response! I don't need a future exchange rate for my scheduled posting, any exchange rate will do. So I experimented a little more and it turns out that I CAN schedule a payment from a non-USD (the primary currency) account after all. Only when I use the checkbox

Re: [GNC] Entering Share Purchase/Sale

2023-01-27 Thread john
Installing Finance::Quote isn't a prerequisite for anything except retrieving quotes from some online services. "Share" seems like an unlikely name for a security, but whatever. What problem did you have creating the security? BTW, xboxboy misled you a bit: Your share account must have a

Re: [GNC] GnuCash: What scheduled transactions can't do

2023-01-27 Thread Stephen
For some things I can't get Gnucash to do I just export transactions to CSV and then use Excel (and Power Query if needed) to get info in form I want it to be. I don't know whether scheduled items can be exported or not because I haven't set up any (I know what it is about, I just don't need

Re: [GNC] GnuCash: What scheduled transactions can't do

2023-01-27 Thread john
> On Jan 27, 2023, at 6:35 AM, Jan via gnucash-user > wrote: > > Hi guys: > > > > I'm still relatively new to GnuCash (after decades of extensive Quicken > usage) and want to make sure that what two things I couldn't do with GnuCash > really can't be done: > > > > 1.No option to

Re: [GNC] Entering Share Purchase/Sale

2023-01-27 Thread Murugan Muruganandam
hi Rajesh a good starting point is to read the following documentation https://www.gnucash.org/docs/v4/C/gnucash-guide/invest-setup1.html 9.4. Setup Investment Portfolio - GnuCash The Type: should already be NASDAQ, because

Re: [GNC] Entering Share Purchase/Sale

2023-01-27 Thread Rajesh Maini
I am not able to add security "Share" in the security editor, inspite of having installed Online price retriever. Thank you Rajesh Maini On Fri, 27 Jan, 2023, 8:11 pm xboxboy.mageia+GnuCash, < xboxboy.mageia+gnuc...@gmail.com> wrote: > I went through something similar only a while back: > >

Re: [GNC] Entering Dividend Confusion

2023-01-27 Thread Derek Atkins
Hi, On Fri, January 27, 2023 9:46 am, xboxboy.mageia+GnuCash wrote: > I really wish I had access to a FREE, OPEN SOURCE accounting package > like this 20 years ago! For the record, GnuCash was around 20 years ago... :) Indeed, GnuCash was even around last century! > Please remember to CC this

Re: [GNC] Entering Dividend Confusion

2023-01-27 Thread xboxboy.mageia+GnuCash
I just wish to thank everyone for their help again. I've successfully entered 35+ years!! of dividends, franking credits, left over credits, and dividend re-investments, name changes, and takeovers for one of my long term stocks. It all balances perfectly (couple hiccups along the way, but I

Re: [GNC] Entering Share Purchase/Sale

2023-01-27 Thread xboxboy.mageia+GnuCash
I went through something similar only a while back: There are way smarter, and experienced people than me here, so wait for them, but in the mean time I would: Make sure the account for the shares, in under equity, and classified as a stock account, not a currency. Open that account: Just

[GNC] GnuCash: What scheduled transactions can't do

2023-01-27 Thread Jan via gnucash-user
Hi guys: I'm still relatively new to GnuCash (after decades of extensive Quicken usage) and want to make sure that what two things I couldn't do with GnuCash really can't be done: 1. No option to schedule future transaction if an exchange rate is involved - workaround manual

[GNC] Entering Share Purchase/Sale

2023-01-27 Thread Rajesh Maini
How do I get the columns of Share quantity, Price, Buy and Sell for shares etc. Do I have to install Online price retrieval for the above. Awaiting a response Rajesh Maini ___ gnucash-user mailing list gnucash-user@gnucash.org To update your

Re: [GNC] Have I screwed up with my Accounts Payable and Accounts Receivable?

2023-01-27 Thread Dr. David Kirkby
On Thu, 26 Jan 2023 at 09:31, Adrien Monteleone < adrien.montele...@lusfiber.net> wrote: > Dave, > > First off, let's get this out of the way: > > I noticed in your last screenshots, the window title bar is included > with a 'Reconciled ...' file name. Name your file whatever you want, but > I