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

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

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

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

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

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. > > > >

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: >

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

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

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]

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

[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

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

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

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

[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

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

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", >

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

[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.