[GNC] Formatting reply posts (Re: Copy a month's budget)
It's good to see that the formatting issue is being addressed and my suggestion is as follows... - Italicise all quoted text from previous contributors. - Delete any previously posted text that is irrelevant or duplicated. - Compose all fresh comments with normal text. - Start with an introductory comment at the top (if required). Un-quoted top posting without nested levels is certainly quite the pain, I agree. I?ve seen some examples of it here lately. > On Jan 12, 2019, at 10:28 AM, Stephen M. Butler wrote: > > I have always enjoyed the following example of top posting: > > A: Because it messes up the order in which people normally read text. > Q: Why is top-posting such a bad thing? > A: Top-posting. > Q: What is the most annoying thing in e-mail? > > > > But, then, there are good reasons to use each style at the appropriate > place. > > --Steve - Enter fresh comments below the quoted text to which they relate, interspersing them within the quoted text if it helps to improve clarity. Alan ___ 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 https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Formatting reply posts
On Sat, 12 Jan 2019 at 21:15, aeg via gnucash-user wrote:>> It's good to see that the formatting issue is being addressed and my suggestion is as follows...> - Italicise all quoted text from previous contributors. Tricky for those that do not want (or cannot) use html formatting.Also most mail clients use one of the common techniques foridentifying quoted text. This is a pity because I find many of the GnuCash posts very difficult to follow as they are usually formatted. What about indenting? Is that available to all? > - Delete any previously posted text that is irrelevant or duplicated. Certainly. I notice that you have not done this yourself. I thought all of the text I quoted (left in) was related to my post; I had certainly deleted a substantial amount of text from the original posts that was not related to formatting. However, when I wrote that, I was really thinking of the very lengthy posts that contain several re-quoted passages from a long thread. > ...> - Start with an introductory comment at the top (if required). Not usually necessary. Colin Agreed, but note that I did add "if required" because there have been occasions where an initial comment has been helpful. Alan ___ 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 https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] The Meaning of Split (previously Example of multi-split feature of CSV importer?)
#yiv5052015078 p, #yiv5052015078 li {white-space:pre-wrap;}Op vrijdag 22 maart
2019 21:00:02 CET schreef Derek Atkins:> > Why not just use the term 'parts' or
'transaction parts' or even invent a> > new word 'transparts'; (after all,
GnuCash is a made up word too.)> > Just because GnuCash developers previously
defined the 'parts' of a> > transaction as 'splits' doesn't mean that the
definition shouldn't be> > changed to make it clearer.> > The data file
contains "Splits". Having different terms in the UI vs the> underlying data is
a way to cause irreperable brain damage down the road> when someone not alive
today becomes a developer in a couple decades and> tries to mentally map a
Foobob to a Split and doesn't understand why the> name was changed.> This is a
valid point. It only makes sense to change the term if it happens on all
levels. That's what I hinted at in one of my first replies (that it would be
hard to make this change and potentially create an extra burden on our
translators). > Not saying we CAN'T do it, but seriously, how many words in the
English> language have both a verb and a noun and can mean slightly different>
things? (cheating answer: many).> There are many. The confusion however comes
from the fact that split (noun) is ambiguous in itself. It sometimes means the
parts you get after splitting something (like in your wine example), and
sometimes it refers to the gap between the pieces instead. The latter meaning
is clearly the more obvious one for Micheal and Alan. So if we can avoid this
confusion by using another term that could make gnucash easier to learn.
Pondering it some more among a few developers the term "entry" without the
explicit "ledger" comes up as the most likely alternative so far. It can be
disambiguated in certain contexts with account, invoice, bill,... Regards, Geert
Yes, I take the points you both make and Geert, yes, the term 'entry' seems
like a good alternative for better clarity.
Alan
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Re: [GNC] The Meaning of Split (previously Example of multi-split feature of CSV importer?)
Liz. I've responded to your comments collectively in order because inserting responses within quoted text has not worked properly on previous occasions, so please bear with me... - I don't believe every term in English in ambiguous. - There is no verb form of "split" present in the example I gave, although it is true that the wood had split(v) at some time in the past.. - I used "propagate" to mean that the split was forced to grow. - The split itself has gone, only the effects of the split remain in the form of uneven edges to the piece of wood. - It is interesting to note that you think there is just a single split at this stage because GnuCash would interpret it as two! - Sawmills don't make logs by splitting. Logs are cut directly from trees by sawing. Sawmills convert logs and trees into usable timber by sawing; that's why they are called sawmills. Whilst I do respect everyone's point of view, it is clear that I've wasted far too much valuable time trying to help eradicate confusing terminology from GnuCash. I've clearly failed, but I do know that most of the transactions I enter in GnuCash involve no splits at the user level, so I shall continue to use it for double entry bookkeeping rather than double split bookkeeping. That's all from me on this topic you'll no doubt be relieved to know!. Kind regards, Alan > Thank you to those who have tried to educate me on the use of the > word "split" in GnuCash, but whilst I believe that I understand how > it is being used, the reason for using such an ambiguous term remains > puzzling when better alternatives exist. Every term in English is ambiguous - it's the nature of the language and why jokes involving language are so prominent. > I have a piece of wood that > has a split in it caused by uneven shrinkage. It is one piece of wood > with one split. Split - noun. Don't forget Split - verb > If I choose to propagate that split why did you choose "propagate" rather than "split" > by forcing a > wedge or axe into it, I end up with two pieces of wood and the split > suddenly disappears. No, the split has now enlarged to a point at which you can ignore it. > The split has not magically turned into two splits No, there is no magic. You still have a single split, but instead of it being partial it is a complete split. > and if I plane the edges of the two pieces of wood there will > be no evidence that the split ever existed. Cosmetic only. We all know that it didn't grow like that, it was part of a bigger whole, and that at the sawmill they made multiple splits to make logs. Alan, we are trying to present a number of different points of view, please look at these different points of view. Liz -- ___ 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 https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] The Meaning of Split (previously Example of multi-split feature of CSV importer?)
Hi Derek, Thank you for your explanation. I've given this further thought overnight and, although I understand your thinking, your analogy has helped me see where confusion might have arisen. When you say "split the wood in two" you are using split(v), not split(n).Calling each piece of the result a split(n) is perfectly reasonable,which is what GnuCash does. If I have a pile of logs that I want to use as firewood, it might be necessary to split(v) them first. I then have a pile of split logs where "split" is being used as an adjective. "Split logs" in the complete term whereas you have chosen to abbreviate it to split(n), which makes no sense if used on its own, as in "I have a pile of splits". It appears that that is what has happened to the use of split in GnuCash and "split transaction" has been abbreviated to "split", which long-term users have got used to it. Geert's suggested use of the word "entry" for the individual parts of a transaction would surely make sense to all users and still allow for the use of "split entry transaction" when referring to the whole transaction. Kind regards, Alan ___ 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 https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] The Meaning of Split (previously Example of multi-split feature of CSV importer?)
Thank you to those who have tried to educate me on the use of the word "split" in GnuCash, but whilst I believe that I understand how it is being used, the reason for using such an ambiguous term remains puzzling when better alternatives exist. I have a piece of wood that has a split in it caused by uneven shrinkage. It is one piece of wood with one split. If I choose to propagate that split by forcing a wedge or axe into it, I end up with two pieces of wood and the split suddenly disappears. The split has not magically turned into two splits and if I plane the edges of the two pieces of wood there will be no evidence that the split ever existed. I understand that GnuCash has been developed on the basis of double entry bookkeeping, which I believe gets its name from the fact that the details of every transaction are entered at least twice; I regard this as duplicated entry rather than split entry. For a simple transaction there is no splitting involved; all of the money passes from one account to another and is simply recorded in both accounts. The only transactions involving splits are those where a sum of money leaves the source account and is shared between two (or more) destination accounts or where the money from two (or more) source accounts passes to one destination account; these could truthfully be thought of as a split transactions or compound transactions. Most confusion arises from using the word "split" to describe every ledger entry, regardless of whether any splitting has been done. Using the term "ledger entry" or simply "entry" to describe the constituent parts of a transaction works consistently, whereas using the term "split" to describe the same thing does not. The term "double entry bookkeeping" makes sense, whereas the term "double split bookkeeping" does not, but that is how GnuCash appears to be defined. Despite my comments above, I do like using GnuCash and appreciate the efforts made by its developers, but whenever I try to encourage others to use it, the perceived steep learning curve is the first concern and the use of confusing terminology doesn't help. Kind regards, Alan ___ 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 https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] The Meaning of Split (previously Example of multi-split feature of CSV importer?)
If I might comment on this topic, might thoughts are below Michael's...
--
> On 22 Mar 2019, at 15:10, Derek Atkins wrote:
>
> D writes:
>
>> It seems circular to say that there is a distinction between a simple
>> and compound transaction, and then say a simple transaction is a
>> special case compound transaction. Then we're back at defining the
>> difference between, say, a "split" transaction versus a "multi-split"
>> transaction, which we're trying to move away from as justifiably
>> confusing.
>
> The difference is "exactly 2 splits" vs "more than 2 splits".
>
> Simple tranaction: exactly 2 splits. The basic view mode in the
> ledger lets you enter these simply, and the Transfer field shows the
> "other" account.
>
> Compound transaction: > 2 splits. The Transfer field shows "Split
> Transaction" and you must expand the transaction to see the other
> accounts.
>
> Those ARE the definitions. If you don't like them, well, I'm sorry, but
> it's like saying you don't like the sky being Blue and would prefer if
> it was purple with pink polka dots.
>
> The fact remains, a simple transaction *is* a special case of a compound
> transaction as far as the UI is concerned. If you expand a simple
> transaction you'll see both splits.
>
>> Calling one a "simple" transaction, and the others "compound" seems
>> like enough. Perhaps the explanation of the technical aspects of this
>> (i.e., the structure of a two sided simple, as opposed to an n-sided
>> {n>2} compound transaction), could use the term "split," as it is
>> defined by Gnucash. This would disambiguate the use of the term
>> "split," such that it would only be used for this specific case.
>
> I am fine with that approach. In my mind it's always clear, tho, that
> "split transaction" implies "compound transaction", and "transaction
> splits" are the individual entries that tie the transaction to each
> account. But whatever, I've only been using these terms within gnucash
> for 20 years now. What do I know? :)
Well, and with the greatest respect, could it be that you?ve grown up with it
so you don?t see the potential for confusion?
To recap: I?ve been using Gnucash for 9 years, and I?ve managed to cope with
?splits? without looking at the definitions too closely.
I don?t use the CSV importer, and it wasn?t until there was a thread about
multi-splits and the CSV importer that I tried to get my head around the
nomenclature - and found it confusing.
To me, the term ?split transaction? implies "a transaction that has been split?
as opposed to ?a transaction that is made up from splits?, and it says nothing
about whether the transaction itself is Simple or Compound.
Although a molecule of carbon monoxide is made up from an atom each of carbon
and oxygen, I wouldn?t refer to either of these atoms as a split.
>
>> Regardless, I am still against the "Ledger entry" locution.
>
> Why?
Good question!
The ledger entry is the atom from which transactions are made; the problem is
that GC?s user interface (very helpfully) facilitates the direct creation of
molecules.
>
> -derek
I realise that the concept of splits is in-with-the-bricks of Gnucash, and that
it wouldn?t be easy to disengage from its use. Now that I have worked out what
it means, it shouldn?t give me any more trouble.
I should probably say no more.
Regards,
Michael
--
I agree with Michael's points.A simple transaction consists of just one split
but two parts, and saying (pretending) that a simple transaction has two splits
is misleading.
I see no problems with the use of terms like 'simple transaction' (with one
split and two parts) or with 'compound transactions' (with 2+ splits and 3+
parts), but it doesn't make sense to refer to the parts as splits. Why not just
use the term 'parts' or 'transaction parts' or even invent a new word
'transparts'; (after all, GnuCash is a made up word too.)
Just because GnuCash developers previously defined the 'parts' of a transaction
as 'splits' doesn't mean that the definition shouldn't be changed to make it
clearer.
Kind regards,Alan
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Re: [GNC] How to change size of register in Gnucash 3.4
Liz If I'm understanding this problem correctly, you are referring to the space taken up by the register title tabs across the top of the screen. If that is the problem, my solution has been to move them to the right where I can have 20+ register titles visible.Edit>Preferences>Windows>Tab Position>Right Alan On Tue, 5 Feb 2019 16:17:16 +1100Liz wrote: Debian Linux Build ID: 3.4+ (2018-12-30) I had the registers set so that I could open 4 without overlapping on my screen. With Gnucash 3.4 they all got wider and now take up more screen space than I desire. With the mouse pointer I can make wider still but I wish to make them narrower, and it doesn't wish to make it as narrow as I wish. I've tried altering WindowGeometry in Account.gnucash.gcm but this doesn't seem to have any effect at all. Liz ___ 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 https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Migrating from AceMoney
Hi Jason, I've been using AceMoney for my personal accounts since 2005 and like it very much but I also started using GnuCash two or three years ago for a family house-building project and, for that purpose, it has been more useful than AceMoney. I recently started running personal accounts on GnuCash in parallel with AceMoney in order to check which suits my needs best. The way I transferred data from AceMoney to GnuCash was via csv (because they can be edited easily in Excel). The first transfer did not work very well because I was unsure about the process and, in particular, which field names to use. Once I had figured it out and deleted those first attempts, importing became quite straightforward, although I did find it necessary to edit amounts that did not have a decimal point as GnuCash divides such amounts by 100. It was easier to do that edit in Excel than in GnuCash. I agree with David's comments (copied below) recommending that you limit the number of files imported initially while GnuCash learns how you want them assigned. Kind regards,Alan Quoted texts below... From: Jason Voss My wife stayed on Windows much longer than I did but I have recently moved her to a MacBook Air.Now I'm trying to get her a basic checkbook register app to replace AceMoney Lite and I'm looking at Gnucash for this purpose. We have several years of historical data in .amj files on a Network Attached Server (NAS) and I'd like to verify whether Gnucash can read these, or if they can be imported and then used by Gnucash. Any insights or advice is much appreciated. Thanks,Jason -- From: David Cousens Jason AceMoney does not list any export formats in its documentation. GnuCash will not be able to read AceMoneys file format unless someone has written a translator and this is unlikely. GnuCash can import OFX/QFX, QIF, CSV files if Acemoney can export data in any of these formats. OFX/QFX is generally the most reliable if the OFX/QFX formats have been correctly implemented in the export. Another factor is what information exists in any exported data. It is generally better to export data for a specific period, e.g. a month or quarter and import the data in batches in sequence. Also if you start with your major Asset and Liability accounts, i.e. with the largest number of transactions, first it will make importing easier as this will import most or all of the data for income, expense and equity account. GnuCash's importers have a matching algorithm, which for imports to a given account, looks for matches in data already in the GnuCash file to existing transactions to minimise duplication and also matches and automatically assigns the second account in a transaction if enough information is present to allow this. It uses a Bayesian algorithm which is trained by the data you have already imported to match transaction. It is generally better to import transactions, at least initially, in small batches, as this makes it easier to detect mismatches in imported data and "train" the automatic matching and assignment of the second account of a transaction. Any automatic assignment by the matcher can be overridden before importing. It pays to check the account assignment data (displayed in a window) before importing as importing incorrect assignments will not train the algorithm correctly which results in less successful matching in future imports. Another suggestion is to perhaps start using current data and then gradually add your historical data. GnuCash can set opening balances for accounts at a specified date. This can be edited to the opening balance at an earlier date as you import your historical data. The opening balances are just another transaction. David Cousens ___ 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 https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Upgrade 2.6.18 to 3.5
I am currently using version 2.6.16 so should I upgrade to 2.6.21 before 3.5 or is another intermediate step recommended? Kind regards,Alan -- Date: Tue, 9 Apr 2019 14:21:15 -0500 From: Adrien Monteleone To: GnuCash Subject: Re: [GNC] Upgrade 2.6.18 to 3.5 Message-ID: <1fee796e-cc28-49a2-b975-8faf5425f...@lusfiber.net> Content-Type: text/plain; charset=us-ascii I think it was originally recommended to update to 2.6.19 or 2.6.21 first. (2.6.20 and .21 were snap fix releases for some critical problems with 2.6.19 which was originally intended to be the *last* of the 2.6 series) Regards, Adrien > On Apr 9, 2019, at 1:54 PM, wrote: > > "The main time you may strike problems is in the initial switch between > major versions e.g. from 2.6 to V3." Any problems updating from v 2.6.18? > Thanks, Roger > ___ 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 https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Credits and Debits
When entering transactions I just remember that money moves from right to left. Colin Whilst that is true and the arrangement of named columns in GnuCash serves as a reminder, it is still necessary for the user to decide on which account row of the relevant column to enter transaction amounts, and that is where the problem lies. Alan On Tue, 16 Apr 2019 at 07:19, AEG via gnucash-user gnucash-user@ wrote: > > The concept of Credits and Debits confuses most newcomers to GnuCash (it > did > me), so I devised a way to remember which goes where. > Given that transactions involve the movement of money from one account to > another... > > (C)redits belong to the (C)ontributing accounts. > (D)ebits belong to the (D)estination accounts. > > It has always worked for me. > > Alan > > -- Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html ___ 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 https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Future transactions
Eric Thank you for your input; I checked each of your suggestions and my findings are as follows... (1) The sort order doesn't have the desired effect, so I then looked suggestion 2... (2) This appears to be exactly what I want, as long as the blank transaction appears at the bottom of the screen when the window opens and the future transactions are off-screen. However, I don't see this option in the version I'm using (2.6.21) so perhaps it's time to upgrade to version 3.5. (3) I had previously been expecting the Edit/Preferences/Scheduled Transactions "Create in Advance" /x/ days setting to do what I wanted and have tried it before, but it appears to do nothing; at least I haven't noticed any effects. I think I should upgrade to 3.5 Kind regards, Alan Eric Coates wrote > Alan > > A couple of suggestions that may help you - but note that I've found > these on my 3.5 version of GnuCash on Ubuntu, may not be the same on > 2.6.21/Windows. > > Working in the register associated with my current (checking) account: > > (1) Right clicking somewhere in the title bar (Date/Num/etc) brings up a > menu with the option of setting the sort order. > > (2) From the Edit/Preferences menu the Register option (right at the > bottom) allows for Future transactions after blank transaction which > puts the current entry line between the past and the future transactions. > > (3) On the topic of the (possible) global entry for setting when future > transactions will be shown - in the Preferences window look at the > Scheduled Transactions option. I've not checked it out but my na??ve > reading suggests that this MAY offer a global setting > > It's surprising what you (that is "I") learn in attempting to answer > questions > > Take care > > Eric > = > > On 02/06/2019 08:09, AEG via gnucash-user wrote: >> Windows 10 >> GnuCash v. 2.6.21 >> >> When viewing my accounts, I like to see how future transactions will >> affect >> the balance so that I can prepare for any adjustments that need to be >> made. >> Having learnt how to do this in another thread recently, I have set all >> scheduled transactions to show 14 days in advance, which is helpful, >> (although it would have been better if I could have done this with one >> global setting). >> >> The problem I now face, is that, when the account window opens, the last >> of >> the future transactions appears at the bottom of the screen and the rest >> of >> the screen is filled with future transactions so I have to scroll up to >> see >> the current state of the account. >> >> Is there a setting I can adjust to make the account screen display (by >> default) only the current/past transactions but allow future transactions >> to >> be viewed by scrolling down? >> >> Alan -- Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html ___ 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 https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Future transactions
Christopher, Thanks for your suggestion but I haven't found the 'Balance Forecast' report in the version I'm using. I'm also not looking for a report but simply want to be able to see future transactions in each account (which I can do) without them occupying the visible screen when the window opens. Currently, for some of my very active accounts, /*only*/ the future transactions are visible when I open the account window and I have to scroll up to see current and past transactions. Alan Christopher Lam wrote > Your best bet is the 'Balance Forecast' report, a recent contribution. -- Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html ___ 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 https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Future transactions
Hi Derek, Yes, GnuCash has been started many times since I set the "Create in Advance" feature under Edit/Preferences/Scheduled Transactions, soon after I started using GnuCash a couple of years ago. I had hoped that it would cause future scheduled transactions to show in my accounts, just as I'd been used to seeing in AceMoney, but future transactions have never displayed. It was only a week or so ago, when following another thread, that I saw reference to using "Create in Advance" in the "Overview" tab of the individual Scheduled Transaction windows; I then managed to achieve what I wanted. Unfortunately, I then had to edit all of my Scheduled Transactions individually - a tedious task! Alan Derek Atkins-3 wrote > HI, > > On Sun, June 2, 2019 4:46 pm, AEG via gnucash-user wrote: > [snip] >> >> (3) I had previously been expecting the Edit/Preferences/Scheduled >> Transactions "Create in Advance" /x/ days setting to do what I wanted and >> have tried it before, but it appears to do nothing; at least I haven't >> noticed any effects. > > Did you then either restart GnuCash or use Actions -> Scheduled > Transactions -> Since Last Run to get it to fire off the SXes? > >> Please remember to CC this list on all your replies. >> You can do this by using Reply-To-List or Reply-All. > > -derek > > -- >Derek Atkins 617-623-3745 > > derek@ > www.ihtfp.com >Computer and Internet Security Consultant > > ___ -- Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html ___ 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 https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Misc Newbie Questions
I've been wanting to do this ever since I started using GnuCash a couple of years ago and hadn't found the way to do it, so thank you for the description. Having to enter the advance time period in individual scheduled transaction is tedious, however, and I had hoped that the setting in the Preferences menu item would provide global control, but it doesn't seem to do so. I've been managing my finances with AceMoney for many years and like the way future scheduled transactions can be made visible in all accounts via a global setting. This makes it very easy to turn that visibility on or off from a simple menu setting and to set how far in advance they would be shown. Also, the future transactions are greyed out so that, although visible, they are not easily confused with present entries, but they can be manually brought forward, edited and made current via a simple right-click menu. I would like to see a similar feature in GnuCash. Alan Bert Riding wrote > On Wed, 29 May 2019 10:04:15 +1000 > "Peter088" > Peter088@ > wrote: > >> 1) How can you enter a scheduled transaction before it's due >> date? (Used to check cash flow) > > When setting up a scheduled transaction (or later, by editing it) you > can choose how far in advance to trigger the transaction. For > instance, if you want the month's scheduled entries to all show up on > the 1st of the month, set up the things scheduled for the 5th to > trigger five days in advance, the things scheduled for the 20th to > trigger 20 days in advance, and so on. Then run Actions -->Scheduled > Transactions-->Since Last Run..., any time after midnight, to create the > entries for the month. For variable transactions you can estimate the > amount to a close approximation, easily corrected when you get the bill. > A thick blue line will separate past from future in the register. > There is great flexibility in how far in advance you want to enter any > scheduled transaction. > > -- > Bert Riding -- Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html ___ 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 https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
[GNC] Future transactions
Windows 10 GnuCash v. 2.6.21 When viewing my accounts, I like to see how future transactions will affect the balance so that I can prepare for any adjustments that need to be made. Having learnt how to do this in another thread recently, I have set all scheduled transactions to show 14 days in advance, which is helpful, (although it would have been better if I could have done this with one global setting). The problem I now face, is that, when the account window opens, the last of the future transactions appears at the bottom of the screen and the rest of the screen is filled with future transactions so I have to scroll up to see the current state of the account. Is there a setting I can adjust to make the account screen display (by default) only the current/past transactions but allow future transactions to be viewed by scrolling down? Alan -- Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html ___ 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 https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Future transactions
Hi Liz, Thank you for your suggestion. Liz wrote > On Sun, 2 Jun 2019 02:09:27 -0500 (CDT) > AEG via gnucash-user > gnucash-user@ > wrote: > >> Is there a setting I can adjust to make the account screen display (by >> default) only the current/past transactions but allow future >> transactions to be viewed by scrolling down? >> >> Alan > > > Just look a little lower, below the Register entries. > There you will see > Present $xx Future $xz Cleared $za Reconciled $xp Projected Minimum $zw > > Liz > ___ Unfortunately, that only shows what the balance of the account will be at the end of the future period, (14 days in my case). I want to be able to see what the account balance will be tomorrow, and the next day, etc. for 14 days. For example, suppose I have an account balance of 500 GBP today, it would be helpful to have a reminder that my credit card bill of 550 GBP is due to be paid automatically tomorrow, as it would prompt me to urgently transfer funds from a savings account to ensure that I don't go overdrawn. Whilst the "Create in Advance" feature allows me to do that, the post dated transactions in some account windows dominate the screen to such an extent that present and past transactions are hidden. I also like to view the General Ledger, which is even more of a problem and makes that page less useful. Alan -- Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html ___ 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 https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Future transactions
As the originator of this thread, I apologise for my message silence over the last 11 days while I've been away, but I'd like to thank Adrien, David, Colin and Derek for their much appreciated contributions during that time. I've recently realised that I made a mistake in saying that I'd previously set the global "Create in advance" to 14 days when I'd actually set the "Remind in advance" feature instead, so I apologise for that error. I have to admit that I don't understand why anyone would actually want to CREATE transactions in advance because they affect the account balances, which is not something I want to do. For me, it is just a case of wanting to have advance warning of future transactions so that I can respond in a way that avoids suddenly becoming overdrawn. I find that the "Remind in advance" feature is not much help because it only appears in the "Since last run" window, as far as I am aware. I'd like to think that suggesting a modification to the "Create in advance" and "Remind in advance" features to create a more useful feature would be something worth submitting as a feature request, but looking at the list of feature requests already awaiting consideration makes me think that adding to that list would be a waste of time. Working with what we've got rather than what I'd like to see, I recently upgraded from 2.6.21 to 3.5.1 following Eric's observation that there is now an additional feature via Edit/Preferences/Register to set future transactions to show after a blank transaction. This has partially resolved one of my associated problems, (in which my numerous future transactions dominated the account register window leaving the more relevant recent transactions hidden), which makes the status quo a little more tolerable. Alan -- Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html ___ 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 https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Future transactions
Thanks Colin. Colin Law wrote > On Thu, 13 Jun 2019 at 21:36, AEG via gnucash-user > > gnucash-user@ > wrote: >> ... >> I don't understand why anyone would actually want to CREATE >> transactions in advance because they affect the account balances, which >> is >> not something I want to do. > > When transactions are entered in advance they go in with the correct > transaction date in the future. The actual current balance can still > be seen in the register, as can the estimated future balance after all > the scheduled transactions have gone through. This allows one to look > forward and make sure that there will be sufficient funds available. > I find this an extremely useful feature. > > Colin > ___ Yes, I agree that the correct present and future balances show in the individual account registers, but in the COA, the "Total" figures reflect the estimated future balance rather than the current balance and is therefore misleading. Alan -- Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html ___ 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 https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Future transactions
Thanks Derek. Derek Atkins-3 wrote > Hi, > > On Thu, June 13, 2019 5:16 pm, AEG via gnucash-user wrote: > >> Yes, I agree that the correct present and future balances show in the >> individual account registers, but in the COA, the "Total" figures reflect >> the estimated future balance rather than the current balance and is >> therefore misleading. > > That is correct. It sounds like what you want is the *Present" column in > the CoA. That will give you the balance-as-of-today, as opposed to the > total balance in an account. Click on the arrow at the right side of the > headers for a full list of columns you can turn on (and off) to get > different information in your CoA. > >> Alan > >> Please remember to CC this list on all your replies. >> You can do this by using Reply-To-List or Reply-All. > > -derek > > -- One other column I like to have visible is "Total (Period)" so that I can see how things have changed during the current financial year. How is that column affected but the creation of future transactions; does it show the current status (as of today) or the future status? Alan -- Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html ___ 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 https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Future transactions
Thanks David, David Carlson-4 wrote > I believe one important take-away from this thread is that there are many > ways to use scheduled transaction s and there is no one best way that > works > for all users. > > If a developer were to tackle some of the bugs and feature requests in > this > area it would be important to avoid "breaking" one use to optimize > another. > > David Carlson > ___ I agree with you on the importance of avoiding the breakage of one useful feature to optimise another, but evolutionary improvements are only made when a need is flagged up and deemed worthy of implementation. Sometimes, (often) dismantling followed by reassembly can achieve significant improvements, which is the way I assume GnuCash has evolved. Thanks to all developers for the efforts involved. Alan -- Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html ___ 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 https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Scheduled transactions: Why create in advance?
Hi Liz, Liz wrote > On Sun, 7 Jul 2019 02:46:40 -0500 (CDT) > AEG via gnucash-user > gnucash-user@ > wrote: > >> This leaves me wondering how/why others use the >> "Create in Advance" feature because I'm finding it difficult to >> understand why it exists. > > The answer to all these questions in OpenSource is "because". > Someone wanted that feature and programmed it in. > You are just as free to program the "create but not exist feature" you > mentioned in the previous sentence. > > Liz > ___ Whilst it is obvious to me that someone programmed it in for a reason, I am just trying to understand what that reason might have been. My observations so far indicate that it serves no useful purpose that couldn't be improved substantially by delaying the creation until the active date but showing the effect it will have on the account when that happens. I would love to program in that and several other features myself but don't have enough experience with the code used. Alan -- Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html ___ 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 https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Scheduled transactions: Why create in advance?
Adrien, Thanks for your input. I don't really want to see the created transactions together. I want to see (in advance) the effect scheduled transactions will have on individual account balances when they are created but to delay creation until the correct scheduled date. I am sure others would find this extremely useful if the feature existed. Alan Adrien Monteleone-2 wrote > There is checkbox on the Since Last Run dialog to ‘Review Created > Transactions’ that allows you to make adjustments if you wish. They will > all appear together Journal style. > > You could also employ the Budget Module to plan the future transactions > instead of creating them in advance, and then use the Budget Report to > show you their effect on various balances. > > Regards, > Adrien > >> On Jul 7, 2019, at 2:46 AM, AEG via gnucash-user > gnucash-user@ > wrote: >> >> Having found that the only way to see the future effects of scheduled >> transactions on my account balances is to "Create in advance", I went >> through the tedious process of individually setting all 60+ of my >> scheduled >> transactions to create 14 days in advance, then later going through the >> whole process again to change this to 7 days in advance. (A global >> setting >> would have saved a lot of time!) >> >> Although creating in advance is not a problem for some transactions, >> undesirable consequences with others have persuaded me to abandon this >> feature entirely and rely on AceMoney to provide the information I seek. >> (I >> had hoped to discontinue use of AceMoney in favour of GnuCash). The >> problem >> I refer to is as follows... >> >> Two of my scheduled transactions, which were set to create 14 days in >> advance, turned out to have errors or lacked information that I wanted to >> enter on those and all future transactions. This meant that, not only did >> I >> have to edit the future transactions in Transaction Editor but to also >> individually edit the ones that had already been created. >> >> If the transactions were just made visible in the account registers but >> not >> created, I would have been able to spot the errors and change the >> scheduled >> transactions before any of them were created, which is something I can >> easily do in AceMoney. This leaves me wondering how/why others use the >> "Create in Advance" feature because I'm finding it difficult to >> understand >> why it exists. >> >> Alan -- Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html ___ 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 https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Scheduled transactions: Why create in advance?
Hi Stephen Stephen M. Butler wrote > So: Edit - Preferences - Scheduled Transactions and set the Create in > Advance # of days didn't work for you? No, I had previously thought that the setting you refer to would allow global adjustments to be made but it only affects subsequently created scheduled transactions, not those that already exist. Stephen M. Butler wrote >> Although creating in advance is not a problem for some transactions, >> undesirable consequences with others have persuaded me to abandon this >> feature entirely and rely on AceMoney to provide the information I seek. >> (I >> had hoped to discontinue use of AceMoney in favour of GnuCash). The >> problem >> I refer to is as follows... >> >> Two of my scheduled transactions, which were set to create 14 days in >> advance, turned out to have errors or lacked information that I wanted to >> enter on those and all future transactions. This meant that, not only did >> I >> have to edit the future transactions in Transaction Editor but to also >> individually edit the ones that had already been created. > > > Yup, I make typos also. Easy to fix. A couple of my transactions (one > being the mortgage payment, change every month. Thankfully I get > advanced notice of the real values and can modify the scheduled > transaction before it is created. Missed doing that a couple of times. > My fault. Yes, they are easy to fix if done before they are created. Unfortunately, I had a situation where I had set some scheduled transactions to create 6 months in advance to provide a rough idea of what the balances were likely to be at that time. Having obtained the 'snapshot' information I had sought, I then found that I had to go through all of the transactions created in advance and delete them, then recreate the scheduled transactions again! I wouldn't have had that problem if they hadn't been created. Stephen M. Butler wrote > If it doesn't fit your style, find something that does. Or jump in and > submit code to add an enhancement. > > Maybe create yourself a spreadsheet, convert to a csv transaction file, > import it. > > --Steve > > -- > Stephen M Butler, PMP, PSM I wish I could submit some code but, although I do have some programming experience, I am not familiar with the code used in GnuCash or how to get into it. As for the spreadsheet idea, I'm not sure how this would help my situation. Kind regards, Alan -- Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html ___ 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 https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Upgrade 2.6.18 to 3.5
Thank you for your input; I've just downloaded 3.5.1 and I'll prepare to take the plunge! Alan From: Tony Vanson To: Michael Hendry Cc: aeg ; "gnucash-user@gnucash.org" Sent: Wednesday, 10 April 2019, 10:58 Subject: Re: [GNC] Upgrade 2.6.18 to 3.5 I've just upgraded from 2.6.21 to 3.5.1 for Windows 10. The upgrade performed seamlessly with only one problem so far, it seems to have lost my Saved Report Configurations from the previous version. Not too big a deal as it's easily created again, or maybe someone has an idea if I'm looking in the wrong spot? | | Virus-free. www.avast.com | On Wed, Apr 10, 2019 at 3:01 PM Michael Hendry wrote: > On 10 Apr 2019, at 08:21, aeg via gnucash-user > wrote: > > I am currently using version 2.6.16 so should I upgrade to 2.6.21 before 3.5 > or is another intermediate step recommended? > Kind regards,Alan For what it’s worth, I can report no file incompatibility problems in making the transition from 2.6.1 to 3.4 a few weeks ago. Your mileage may, of course, vary. I had planned to run the two versions in parallel for a while (with separate directories for the data), but quickly got fed up with the rigmarole of switching between the two. Michael ___ 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 https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All. -- Tony Vanson The older I get,the better I was ___ 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 https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
[GNC] Downloading stock prices in the UK
I'm using GnuCash version 2.6.21 on Windows 10 and would appreciate some help with setting up investment accounts in the UK. I have a small portfolio comprising six stocks and, following the tutorial, have successfully set up accounts for each one. However, I am not sure about the source of online stock prices so I'm hoping there will be a UK user who can point me in the right direction. So far, I have been using a trial and error approach without any success and I'm wondering whether my stock symbols might be incorrect. For example, I have some Scottish & Southern shares for which I have set the Symbol to SSE and in the Security Editor I have set the Namespace to LON. Any help on resolving this would be much appreciated. Alan -- Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html ___ 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 https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Downloading stock prices in the UK
Hi Eric, Thank you for your help with this. I understand that the Symbol/Abbreviation should be SSE.L and that agrees with what I used to use with AceMoney, but I'm a little confused about what should appear under the heading "Namespace" in the GnuCash Security Editor and under the heading "Security" in the Price Editor. The existing security types are listed as AMEX, EUREX, FUND, NASDAQ and NYSE, none of which appears relevant for me, which is why I created the LON type. I did this because, when I looked up SSE.L in Google, it came back with the code LON: SSE and when I did the same thing for AMZN it came back with NASDAQ: AMZN , so I concluded that LON ought to work. If that is not right, what should my security type be? Alan Eric Coates wrote > Hi Alan > > The namespace for LSE is L; thus Symbol/Abbreviation should be SSE.L > Similarly for other LSE quoted stocks > > Getting the quotes themselves is a little fraught. In my experience the > only source that "works" is AlphaVantage (the usual suggestion of using > Yahoo-JSON returns prices that are 100 times too large, LSE quotes > prices in pennies Yahoo interprets the numbers as pounds - you'll look > very rich until you note the problem!) > > However, there is a problem with AlphaVantage; they throttle the feed so > that you can only get five quotes per minute. there are two workarounds: > > (1) Tick Get Online Quotes (in the Security Editor tool) in just (say) > three stocks, run the price getter; untick those three stocks and tick > the remaining three stocks and re-run the price getter. > > (2) the AlphaVantage.pm file can be modified to include a 15 second > pause between price gets - everything goes slowly (but perhaps not too > bad for six shares) but it does go. My experience is on Ubuntu so I > can't tell you where the Alphavantage.pm file is on Windows but if you > can find it (there are probably useful hints on this mailing list) the > change needed is: > > right at the end of the file is a bit that looks something like this > > > /$quantity--;/ > > // > > /select(undef, undef, undef, .7) if ($quantity); sleep(15);/ > > // > > /}/ > > // > > /return wantarray() ? %info : \%info;/ > > (the italicisation is mine to keep that text separate from the body of > this note) except that it doesn't have the sleep(15). Adding that is the > change needed. > > The second way is better if/when you have a larger portfolio but it can > get to be a drag with all those delays! > > Good luck > > Eric > > === > > On 25/04/2019 11:56, AEG via gnucash-user wrote: >> I'm using GnuCash version 2.6.21 on Windows 10 and would appreciate some >> help >> with setting up investment accounts in the UK. >> >> I have a small portfolio comprising six stocks and, following the >> tutorial, >> have successfully set up accounts for each one. However, I am not sure >> about >> the source of online stock prices so I'm hoping there will be a UK user >> who >> can point me in the right direction. >> >> So far, I have been using a trial and error approach without any success >> and >> I'm wondering whether my stock symbols might be incorrect. For example, I >> have some Scottish & Southern shares for which I have set the Symbol to >> SSE >> and in the Security Editor I have set the Namespace to LON. >> >> Any help on resolving this would be much appreciated. >> >> Alan >> -- Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html ___ 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 https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Downloading stock prices in the UK
I think I've just figured out the Namespace/Security type from your first sentence Eric, which is that the name LSE should be used. However, I'm still not having any success with downloading quotes, even with just one stock at the time. Alan GnuCash - User mailing list wrote > Hi Eric, > > Thank you for your help with this. > I understand that the Symbol/Abbreviation should be SSE.L and that agrees > with what I used to use with AceMoney, but I'm a little confused about > what > should appear under the heading "Namespace" in the GnuCash Security Editor > and under the heading "Security" in the Price Editor. > > The existing security types are listed as AMEX, EUREX, FUND, NASDAQ and > NYSE, none of which appears relevant for me, which is why I created the > LON > type. I did this because, when I looked up SSE.L in Google, it came back > with the code LON: SSE and when I did the same thing for AMZN it came back > with NASDAQ: AMZN , so I concluded that LON ought to work. > > If that is not right, what should my security type be? > > Alan > > >> Hi Alan >> >> The namespace for LSE is L; thus Symbol/Abbreviation should be SSE.L >> Similarly for other LSE quoted stocks -- Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html ___ 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 https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
[GNC] Credits and Debits
The concept of Credits and Debits confuses most newcomers to GnuCash (it did me), so I devised a way to remember which goes where. Given that transactions involve the movement of money from one account to another... (C)redits belong to the (C)ontributing accounts. (D)ebits belong to the (D)estination accounts. It has always worked for me. Alan -- Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html ___ 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 https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Downloading stock prices in the UK
Eric Success!! Thank you very much for your detailed help with this problem. Quite by chance, I looked at "Preferences" and in "Online Quotes" discovered the need for an Alpha Vantage API key, which I hadn't seen any mention of in the tutorial. Once I had obtained and applied that key, the downloads worked perfectly for all stocks without a hitch. Prior to your suggestion, I had been put off the use of AlphaVantage by its US suffix and had tried all of the GB suffixed sources before concluding that it must be the Symbol or Namespace Type that was causing the problem. Reassurance from you and Fred helped to clarify that aspect so I was then able to focus on AlphaVantage again, initially without success until I discovered the need for a key! Thanks again; I'm very grateful for all the help given. Best wishes Alan Eric Coates wrote > Alan > > Before commenting about the failure of Get Online Quotes to get anything > useful a small amplification of Fred Bone's comment that *Type* can be > anything you want (Fred has given his choice, I use a different set - > LSE for London quoted shares, EUREX for shares quoted on continental > European bourses, Fund for unit trusts - use whatever works for you ) so > can the *F**ull Name* - for example you could use SSE or Scottish and > Southern Electricity or even its full formal name SSE Plc Ord 50p. > > As for why you're not getting even one quote ... > > You've obviously got an internet connection and you're?? ticking the *Get > Online Quotes* box and (I assume) you've updated the AphaVantage.pm file > so I'm close to the edge of my knowledge. > > On the basis of those assumptions, I'd try something a little "left > field". Safeguard your data and try changing the source of quotes to > *Single - Yahoo as JSON*. As I said earlier Yahoo is seen as reliable (I > use it for my European shares) but I'd expect you to get a price that > will be 100 times too big (just try one share then if you're > brave/foolhardy enough to risk your live data it's easy to delete the > wrong value). The result of this experiment may (just may) give us > something to get our teeth into. And when I say "us"/"our" I mean the > community at large - as I said I'm staring into the dark. > > Best wishes > > Eric > > PS: But there's a small niggle that I've just noticed: I've just > upgraded my operating system and got an upgraded gnuCash as a bonus (I'm > now running gnuCash 3.4 with Finance::Quote 1.47 on Ubuntu 19.04 all of > which, I believe, are the most up-to-date versions). In the Edit > Security window what used to appear as *AlphaVantage* in the *Unknown* > category now appears as *Alphavantage, US* under *Single*. Even though > the name has changed Alphavantage, US gives me legitimate values for UK > shares. Did the US put you off? It seems unlikely. > > > == -- Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html ___ 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 https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Concern with the lengthy list of "Known Issues"
Scotts, If you still haven't updated to the latest version, I would recommend delaying further. My upgrade from 2.6.16 to 2.6.21 was without problems, but the "upgrade" from 2.6.21 to 3.5 was more like a downgrade and I'm still regretting it. (Windows 10) The csv importer is better in 3.5 and allows configurations to be saved, but whilst there may well be other enhancements that I haven't discovered yet, there are a number of disappointments that affect my regular use of the software... 1 The program takes a long time to load. 2 Tabs are much bigger. I like to have 16 of my regularly used accounts open at the same time and have their tabs arranged down the right hand side of the screen for quick access. In version 2.6 there was room for about 20 tabs on my laptop screen but with 3.5, there is only room for 12 and scrolling to access the hidden tabs is not easy. Not only are the tabs bigger than they need to be, but there is a 2mm padding between tabs. 3 Scroll bars are very narrow and there are no fine adjustment arrows so I have to rely on dragging the bars or using the scroll wheel (when I have one). I don't know whether these are known issues or deliberate changes as I haven't seen a list but, currently, I wish I had stayed with version 2.6.21 Alan scotts wrote > I have been using Gnucash for about 3 years now, and for the most part > enjoying the experience! I use it for my personal finances (bank accounts, > credit cards, investments, etc). I am also the treasurer of a golf club > association and am considering moving their accounting over to Gnucash. > > I am currently using Windows version 2.6.21. Of course at the moment, the > most current stable release is version 3.6. My only hesitation in > upgrading > is what seems to me to be a very long list of "known issues" with the > release. > > I'm looking for other opinions. In my experience, version 2.6.21 seems to > pretty much work as advertised. No crashes, runs quickly enough on my > computer, all the functions I've tried seem to work fine. Normally I would > upgrade any software to the latest release, hopefully taking advantage of > bug fixes and new features. But when I see the long list of issues, I > hesitate. > > Would appreciate any comments from others. Am I being overly paranoid? > Thanks a lot! -- Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html ___ 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 https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
[GNC] Scheduled transaction failed to create.
One of my scheduled transactions failed to create yesterday. Is there an easy way to force it to do so or will I need to enter it manually for this month? In the editor window, it shows the last occurrence date as 19/6/2019 and the next occurrence date as 19/7/2019. I'm using version 3.5 on Windows 10 Alan -- Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html ___ 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 https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Scheduled transaction failed to create.
Thanks Derek, that worked. It appears that I had recently turned off the "Run when data file opened" option in Preferences when I tried to stop the window opening at startup. I don't find that window helpful because it lists every scheduled transaction when I'm only interested in those that have just been created and I always have to scroll to see them. On the plus side, I'm gradually learning more about how GnuCash works. Thanks again for your help. Alan Derek Atkins-3 wrote > Have you tried the Since Last Run dialog under Actions - > Scheduled > Transactions? That only runs automatically when you start gnucash. If > you > keep gnucash running then you have to fire it off manually. > > -derek -- Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html ___ 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 https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
[GNC] Scheduled transactions: Why create in advance?
Having found that the only way to see the future effects of scheduled transactions on my account balances is to "Create in advance", I went through the tedious process of individually setting all 60+ of my scheduled transactions to create 14 days in advance, then later going through the whole process again to change this to 7 days in advance. (A global setting would have saved a lot of time!) Although creating in advance is not a problem for some transactions, undesirable consequences with others have persuaded me to abandon this feature entirely and rely on AceMoney to provide the information I seek. (I had hoped to discontinue use of AceMoney in favour of GnuCash). The problem I refer to is as follows... Two of my scheduled transactions, which were set to create 14 days in advance, turned out to have errors or lacked information that I wanted to enter on those and all future transactions. This meant that, not only did I have to edit the future transactions in Transaction Editor but to also individually edit the ones that had already been created. If the transactions were just made visible in the account registers but not created, I would have been able to spot the errors and change the scheduled transactions before any of them were created, which is something I can easily do in AceMoney. This leaves me wondering how/why others use the "Create in Advance" feature because I'm finding it difficult to understand why it exists. Alan -- Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html ___ 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 https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] How can I add statement balances to my accounts as checks?
The way I deal with this is not entirely automatic as it involves setting up a scheduled transaction for every account that has a regular statement, but it does allow me to check back for errors later. For each of my bank or credit card accounts, the statements are normally compiled on the same date every month so I set up a single line scheduled transaction to trigger on that date in which the debit and credit cells are left blank. In the Description box I enter the name of the bank and in the Notes box I enter the words "Statement:£" so that it is ready for me to enter the statement total when it arrives. From this, I can check its accuracy at the time of reconciliation and deal with any discrepancies I find. In the future, if I notice a problem, I can look back through transactions until I find the last time statements and balances matched, thereby narrowing the dates to check for errors. Alan armanschwarz wrote > Suppose on July 1, 2019 I get a statement that my account balance is $100. > Since I know this is true and won't change in the future, I should be able > to tell GnuCash that this is the expected balance, and for some kind of > warning to appear if that condition is ever violated for the corresponding > account in GnuCash (kind of like a unit test). > > Looking at the documentation for Reconciliation, it seems like this that > feature more targeted at individual transactions rather than setting known > values for balances at given points in time. If I reconcile an account for > 12 months every month, and then stop reconciling it the year after, what's > stopping all of those historic balances from getting thrown out of whack? > Does GnuCash remember what the balances should be and prevent this? > > Also, if I accidentally enter a wrong date every 5% of the time, and I > accidentally reconcile them incorrectly 5% of the time, then for a large > number of transactions I'm virtually guaranteed to have my history broken, > whereas remembering statement balances would avoid this problem. -- Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html ___ 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 https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] How can I add statement balances to my accounts as
My reconciliations normally match those of the bank unless I've made an error or, as you say, a transaction has not yet been presented to the bank. In the first case, I investigate and correct the error. In the second case, I enter the actual end-of-day balance in brackets after the statement amount. That way, I know both the statement amount and the balance amount on the date of the statement. That should never change unless extra transactions are inserted with earlier dates or others are deleted. Alan GnuCash - User mailing list wrote > This is interesting. Let's say that at a later point, a transaction were > added prior to one of these entries. How will this transaction help in a > way that looking at the statements wouldn't? > You see, one of the basic truisms of reconciliation is that your balance > as of a given date will differ from the bank's. That's because you have > entered transactions that the bank won't know about. So, the account's > balance on the date of reconciliation *when correct* will not match the > bank's. If at some later point, these change relative to one another, how > are you going to know? > > > On Sun, Oct 13, 2019 at 13:47, AEG via gnucash-user > gnucash-user@ > wrote: The way I deal with this is not entirely automatic as it > involves setting up > a scheduled transaction for every account that has a regular statement, > but > it does allow me to check back for errors later. > > For each of my bank or credit card accounts, the statements are normally > compiled on the same date every month so I set up a single line scheduled > transaction to trigger on that date in which the debit and credit cells > are > left blank. In the Description box I enter the name of the bank and in the > Notes box I enter the words "Statement:£" so that it is ready for me to > enter the statement total when it arrives. From this, I can check its > accuracy at the time of reconciliation and deal with any discrepancies I > find. > > In the future, if I notice a problem, I can look back through transactions > until I find the last time statements and balances matched, thereby > narrowing the dates to check for errors. > > Alan > > > > armanschwarz wrote >> Suppose on July 1, 2019 I get a statement that my account balance is >> $100. >> Since I know this is true and won't change in the future, I should be >> able >> to tell GnuCash that this is the expected balance, and for some kind of >> warning to appear if that condition is ever violated for the >> corresponding >> account in GnuCash (kind of like a unit test). >> >> Looking at the documentation for Reconciliation, it seems like this that >> feature more targeted at individual transactions rather than setting >> known >> values for balances at given points in time. If I reconcile an account >> for >> 12 months every month, and then stop reconciling it the year after, >> what's >> stopping all of those historic balances from getting thrown out of whack? >> Does GnuCash remember what the balances should be and prevent this? >> >> Also, if I accidentally enter a wrong date every 5% of the time, and I >> accidentally reconcile them incorrectly 5% of the time, then for a large >> number of transactions I'm virtually guaranteed to have my history >> broken, >> whereas remembering statement balances would avoid this problem. -- Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html ___ 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 https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Chaning left sidebar spacing
Colin Law wrote > By comparing the heights of the register lines and the tabs I see that > I get 9 tabs in the height of 14 register lines whereas the photo > shows only about 6.5 tabs in 14 register lines. > > Colin I'm also seeing only 6.5 tabs in 14 register lines with Windows 10 and GC version 3.5, whereas the tabs in version 2.6.21 were significantly smaller and more convenient to use. I've looked at the possibility of editing the css settings as described in the GTK3 wiki page but don't appear to have the relevant files on my computer (the css folder is empty). Alan -- Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html ___ 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 https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Chaning left sidebar spacing
Adrien Monteleone-2 wrote > Alan, > > You have to create the gtk-30.css file. It isn’t there by default. > > Regards, > Adrien Adrien, Thank you for pointing that out. I'll try to find out how to do that but would be grateful for any advice/guidance towards the best route. Regards, Alan >> On Jan 4, 2020 w1d4, at 5:33 PM, AEG via gnucash-user > gnucash-user@ > wrote: >> >> Colin Law wrote >>> By comparing the heights of the register lines and the tabs I see that >>> I get 9 tabs in the height of 14 register lines whereas the photo >>> shows only about 6.5 tabs in 14 register lines. >>> >>> Colin >> >> I'm also seeing only 6.5 tabs in 14 register lines with Windows 10 and GC >> version 3.5, whereas the tabs in version 2.6.21 were significantly >> smaller >> and more convenient to use. >> >> I've looked at the possibility of editing the css settings as described >> in >> the GTK3 wiki page but don't appear to have the relevant files on my >> computer (the css folder is empty). >> >> Alan -- Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html ___ 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 https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
[GNC] Fw: Recording stock holdings
PROBLEM RESOLVED (I think) - Forwarded message - From: aeg To: john Cc: gnucash-user@gnucash.org Sent: Tuesday, 23 August 2022 at 08:45:51 BSTSubject: Re: [GNC] Recording stock holdings On Aug 21, 2022, at 11:30 PM, aeg via gnucash-user wrote: I have been using GnuCash for about 6 years, starting with version 2.6 and now use 3.5 on a Windows 10 laptop. I like it very much, but have a persistent problem with entering stock investments. The day-to day financial transactions cause me no problems at all, but I've never been able to fully understand how stocks and shares are recorded and managed, and I'm frustrated that, despite following the tutorials very carefully, it never works for me as it does in the tutorial, so I hope someone can explain what's going on. I have a relatively small portfolio of shares that I've tried to enter, and the following example should illustrate the problems I've faced: Having set up the various accounts according to sections 9.4.1 and 9.4.2 of the tutorial, I then followed the instructions in section 9.5.1 to record 33 National Grid shares (NG.L) that were valued at 7.833030 GBP on 5/4/2019 as follows (note that I have used || to separate the columns): Transaction date: 5/4/2019Split 1: Brokerage Account:Stock:NG.L || 33.00 || 7.833030 || 258.49 ||Split 2: Equity:Opening Balances || || || || 258.49 However, when I press Enter, GnuCash seeks to make corrections and adds three more splits, leaving me with: Split 1: Brokerage Account:Stock:NG.L || 33.00 || 0.903030303 || 258.49 || Split 2: Trading:CURRENCY:GBP || || || 258.49 ||Split 3: Imbalance - GBP || || || 15,588,385,182,335.90 ||Split 4: Equity:Opening Balances || || || || 258.49Split 5: Trading:LSE:NG.L || || || || 15,588,385,182,594.39 Subtracting the large number in column 5 of split 5 from the large number in column 4 of split 3 equals 258.49, so why is it making any of these changes? On Monday, 22 August 2022 at 16:52:08 BST, john wrote: It's creating the splits because you have trading accounts enabled on the book, see https://wiki.gnucash.org/wiki/Trading_Accounts. I'd need to see the rest of your book to figure out why the value of that split is so large. The price change is strange too. Does it do that if you set up a new book and create just that transaction? What about upgrading to GnuCash 4.11? Regards,John Ralls Thanks John. As far as I'm aware, all of my transactions are in GBP and I've never set up any trading accounts manually, but they first appeared automatically when I recorded my holding of Santander shares and added DRIP dividends. Although that is a Spanish company, the shares and dividends are recorded in my book in GBP. I set up a new book as you suggested, and was able to enter the transaction without any problems, so when I returned to my current book, I decided to delete the troublesome account and start again. This time, when I pressed Enter, GnuCash inserted the trading account splits, but with a different set of trading account numbers: 67,487,302.84 and 67,487,044.35. (Note that the difference between those numbers is still 258.49) (Note also that I previously recorded other stocks in my original book without problems. and without trading account splits) Regarding your suggested upgrade to GnuCash 4.11, I would normally have done that by now but my last upgrade (to 3.5) resulted in the need for a substantial amount of format tweaking to create the screen layout that works for me, so I'm reluctant to rock the boat again unless I have to; (If it ain't broke, etc...) Regards,Alan G Dear John, After sending my previous message, I decided to delete the stock account for the troublesome holding, as well as its associated trading account, then to create a fresh stock account and re-enter transactions. That, I am pleased (and relieved) to say, seems to have solved the problem and everything now appears to be working correctly! It would be nice to know why the problem occurred in the first place, but at least my chart of accounts now appears to reflect reality. Thank you again for your input. Regards,Alan G ___ 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.
[GNC] Recording stock holdings
I have been using GnuCash for about 6 years, starting with version 2.6 and now use 3.5 on a Windows 10 laptop. I like it very much, but have a persistent problem with entering stock investments. The day-to day financial transactions cause me no problems at all, but I've never been able to fully understand how stocks and shares are recorded and managed, and I'm frustrated that, despite following the tutorials very carefully, it never works for me as it does in the tutorial, so I hope someone can explain what's going on. I have a relatively small portfolio of shares that I've tried to enter, and the following example should illustrate the problems I've faced: Having set up the various accounts according to sections 9.4.1 and 9.4.2 of the tutorial, I then followed the instructions in section 9.5.1 to record 33 National Grid shares (NG.L) that were valued at 7.833030 GBP on 5/4/2019 as follows (note that I have used || to separate the columns): Transaction date: 5/4/2019Split 1: Brokerage Account:Stock:NG.L || 33.00 || 7.833030 || 258.49 ||Split 2: Equity:Opening Balances || || || || 258.49 However, when I press Enter, GnuCash seeks to make corrections and adds three more splits, leaving me with: Split 1: Brokerage Account:Stock:NG.L || 33.00 || 0.903030303 || 258.49 || Split 2: Trading:CURRENCY:GBP || || || 258.49 ||Split 3: Imbalance - GBP || || || 15,588,385,182,335.90 ||Split 4: Equity:Opening Balances || || || || 258.49Split 5: Trading:LSE:NG.L || || || || 15,588,385,182,594.39 Subtracting the large number in column 5 of split 5 from the large number in column 4 of split 3 equals 258.49, so why is it making any of these changes? AlanG ___ 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.
Re: [GNC] Recording stock holdings
On Aug 21, 2022, at 11:30 PM, aeg via gnucash-user wrote: I have been using GnuCash for about 6 years, starting with version 2.6 and now use 3.5 on a Windows 10 laptop. I like it very much, but have a persistent problem with entering stock investments. The day-to day financial transactions cause me no problems at all, but I've never been able to fully understand how stocks and shares are recorded and managed, and I'm frustrated that, despite following the tutorials very carefully, it never works for me as it does in the tutorial, so I hope someone can explain what's going on. I have a relatively small portfolio of shares that I've tried to enter, and the following example should illustrate the problems I've faced: Having set up the various accounts according to sections 9.4.1 and 9.4.2 of the tutorial, I then followed the instructions in section 9.5.1 to record 33 National Grid shares (NG.L) that were valued at 7.833030 GBP on 5/4/2019 as follows (note that I have used || to separate the columns): Transaction date: 5/4/2019Split 1: Brokerage Account:Stock:NG.L || 33.00 || 7.833030 || 258.49 ||Split 2: Equity:Opening Balances || || || || 258.49 However, when I press Enter, GnuCash seeks to make corrections and adds three more splits, leaving me with: Split 1: Brokerage Account:Stock:NG.L || 33.00 || 0.903030303 || 258.49 || Split 2: Trading:CURRENCY:GBP || || || 258.49 ||Split 3: Imbalance - GBP || || || 15,588,385,182,335.90 ||Split 4: Equity:Opening Balances || || || || 258.49Split 5: Trading:LSE:NG.L || || || || 15,588,385,182,594.39 Subtracting the large number in column 5 of split 5 from the large number in column 4 of split 3 equals 258.49, so why is it making any of these changes? On Monday, 22 August 2022 at 16:52:08 BST, john wrote: It's creating the splits because you have trading accounts enabled on the book, see https://wiki.gnucash.org/wiki/Trading_Accounts. I'd need to see the rest of your book to figure out why the value of that split is so large. The price change is strange too. Does it do that if you set up a new book and create just that transaction? What about upgrading to GnuCash 4.11? Regards,John Ralls Thanks John. As far as I'm aware, all of my transactions are in GBP and I've never set up any trading accounts manually, but they first appeared automatically when I recorded my holding of Santander shares and added DRIP dividends. Although that is a Spanish company, the shares and dividends are recorded in my book in GBP. I set up a new book as you suggested, and was able to enter the transaction without any problems, so when I returned to my current book, I decided to delete the troublesome account and start again. This time, when I pressed Enter, GnuCash inserted the trading account splits, but with a different set of trading account numbers: 67,487,302.84 and 67,487,044.35. (Note that the difference between those numbers is still 258.49) (Note also that I previously recorded other stocks in my original book without problems. and without trading account splits) Regarding your suggested upgrade to GnuCash 4.11, I would normally have done that by now but my last upgrade (to 3.5) resulted in the need for a substantial amount of format tweaking to create the screen layout that works for me, so I'm reluctant to rock the boat again unless I have to; (If it ain't broke, etc...) Regards,Alan G ___ 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.
Re: [GNC] getting price quotes
Hi Martin, Thank you for your very helpful response. I can confirm that I have a free Alpha Vantage API key setup in Preferences, which I assume is valid because when I tried to obtain a new one, (just in case that was the problem), Alpha Vantage confirmed that I already have one. I'm using OS Windows 10 and GnuCash version 3.5.I haven't been aware of a Finance::Quote version, and didn't know where to look for it, but I've just discovered that it's 1.47 and presumably the problem, as you've indicated. Is that something I can update separately, or will I have to update to the current GC version? The online quotes have previously been set to retrieve from Alphavantage, US, which worked without any hitches until early November (my last successful download was 4 November), so I guess that's around the time the rules changed. I've tried changing to Yahoo as JSON, but without success. Regards,Alan On Wednesday, 30 November 2022 at 09:05:01 GMT, Martin Booth wrote: Hi Alan,I am also UK based and you need to check the following. You have a valid free Alpha Vantage API key setup in preferences for on-line quotes You have the latest on-line stock retrieval at least Finance::Quote: 1.53 otherwise your quotes will not download (this is probably the issue as Alpha Vantage changed the retrieval requirements and the F::Q needed an update.) Check you have set your on-line quotes to retrieve from Yahoo as JSON in Security Editor for stock quotes. This works fine for me. Then you should be fine. You did not say which OS you are running or the GNU Cash version with F::Q version, therefore depending upon OS the updates to F::Q are different. I hope this helps. regards,Martin On Wednesday, 30 November 2022 at 08:40:48 GMT, aeg via gnucash-user wrote: It's interesting to note that Alpha Vantage is still recommended to GnuCash users and is available to some, as it stopped working for me a few weeks ago. When I contacted the Alpha Vantage Team, I was told that I needed to contribute to the premium plan, at a minimum cost of 49.99 USD per month, despite the fact that I've only been using the service once per week to retrieve 5 stock price updates. How are others still able to use the service free of charge? I'm based in the UK, so I'd be interested to know how other UK users obtain updates to their stock prices. Regards,AlanG Date: Mon, 28 Nov 2022 15:24:16 -0600 From: R Losey Alphavantage is now the default, and you have to get a free ID to use the service (there is information regarding how to acquire an ID). Be aware, though -- Alphavantage adds a one-minute delay for each set of five stocks you update. (That is, five stocks will take seconds, but six stocks will take over a minute). I changed to what David suggested for my stock updates. I would prefer to have Multiple, but not use Alphavantage, but that doesn't seem to be an option at present. ___ 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. ___ 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.
Re: [GNC] Installing or updating Finance::Quote
Murugan, Thank you for your suggestion.There is no folder named "Finance" at that location, but I searched for quote.pm within Strawberry and found it at each of these locations:C:\Strawberry\cpan\build\Finance-Quote-1.5301-0\lib\Finance (version 1.5301) C:\Strawberry\cpan\build\Finance-Quote-1.5301-1\lib\Finance (version 1.5301) C:\Strawberry\perl\vendor\lib\Sub (version 2.006006) C:\Strawberry\perl\vendor\lib\PPI\Token (version 1.270) I don't know whether that helps to clarify the problem. Regards,Alan On Friday, 9 December 2022 at 17:51:50 GMT, Murugan Muruganandam wrote: Alan Check your quote.pm file in C:\Strawberry\perl\site\lib\Finance and check the version. if it is not 1.52, you may need to download and replace the file Saludos Cordiales Murugan From: gnucash-user on behalf of aeg via gnucash-user Sent: Friday, December 9, 2022 2:40 PM To: gnucash-user@gnucash.org Subject: [GNC] Installing or updating Finance::Quote I've started this thread separately from "[GNC] getting price quotes" (from which I gained helpful advice last week), as it's a more specific problem I now face. Following the advice from David H and others last week, I eventually decided to upgrade from GC version 3.5 to 4.12, in the hope that it would automatically install the latest version of Finance::Quote and enable me to resume downloading stock prices again. I'm using Windows 10 and the previously installed version of F::Q was 1.47, which had worked without problems until the first week of November. The upgrade to GC v4.12 turned out to be more straightforward than I'd previously feared, but I then found that F::Q was still on 1.47, and attempts to update or run "Install OnlinePrice Retrieval for Gnucash" from the Start menu have been unsuccessful, so I'm hoping someone can point me in the direction of a solution. I should add that, prior to the GC update, I installed the latest version of Strawberry Perl (v5.32.1), after first removing the previous version (v5.18.2). Regards,Alan ___ 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. ___ 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.
[GNC] Installing or updating Finance::Quote
I've started this thread separately from "[GNC] getting price quotes" (from which I gained helpful advice last week), as it's a more specific problem I now face. Following the advice from David H and others last week, I eventually decided to upgrade from GC version 3.5 to 4.12, in the hope that it would automatically install the latest version of Finance::Quote and enable me to resume downloading stock prices again. I'm using Windows 10 and the previously installed version of F::Q was 1.47, which had worked without problems until the first week of November. The upgrade to GC v4.12 turned out to be more straightforward than I'd previously feared, but I then found that F::Q was still on 1.47, and attempts to update or run "Install OnlinePrice Retrieval for Gnucash" from the Start menu have been unsuccessful, so I'm hoping someone can point me in the direction of a solution. I should add that, prior to the GC update, I installed the latest version of Strawberry Perl (v5.32.1), after first removing the previous version (v5.18.2). Regards,Alan ___ 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.
Re: [GNC] Installing or updating Finance::Quote
UPDATE With thanks to those who advised me on this problem, I've finally managed to install the latest version of Finance::Quote and get it working. It wasn't as straightforward as I'd expected, and I ended up reinstalling Perl a couple of times in case that was the problem, but it turns out that the Start menu item “Install Online Price Retrieval for Gnucash” proved unreliable, as did the use of cmd command 'gnc-fq-update', and after several unsuccessful attempts, I searched the internet and found a very useful step-by-step guide that helped me achieve a successful outcome. In case anyone else faces similar problems with installing Finance::Quote, this is how I did it: Following additional guidance from https://learn.perl.org/installing/windows.html, I carried out the following steps: Uninstall old version of Strawberry PerlDownload and install the latest version of Strawberry Perl.Install App::cpanminus by typing 'cpan App::cpanminus' into cmd Install Finance::Quote by typing 'cpanm Finance::Quote' into cmd I rebooted the computer between each stage, just in case that helped, and GnuCash now shows the latest version of Finance::Quote and downloads stock prices as it used to. Regards,AlanG On Friday, 9 December 2022 at 23:26:12 GMT, Geoff wrote: Hi Alan It looks like the install has failed for some reason as the modules should be under: C:\Strawberry\perl\site\lib\Finance\ The entries under "perl\vendor" are not related to Finance::Quote and are irrelevant. I suggest that you try to install it again. The installation can be a bit fiddly as there are a number of dependencies, and some modules take a while. You can do this with the GnuCash installer. Open a command prompt as administrator and type:- perl C:\Program Files (x86)\gnucash\bin\gnc-fq-update Or directly by downloading from here:- https://metacpan.org/pod/Finance::Quote Good luck! Regards Geoff = On 10/12/2022 6:01 am, aeg via gnucash-user wrote: > Murugan, > > Thank you for your suggestion.There is no folder named "Finance" at that > location, but I searched for quote.pm within Strawberry and found it at each > of these > locations:C:\Strawberry\cpan\build\Finance-Quote-1.5301-0\lib\Finance > (version 1.5301) > C:\Strawberry\cpan\build\Finance-Quote-1.5301-1\lib\Finance (version 1.5301) > C:\Strawberry\perl\vendor\lib\Sub (version 2.006006) > C:\Strawberry\perl\vendor\lib\PPI\Token (version 1.270) > > I don't know whether that helps to clarify the problem. > Regards,Alan > > On Friday, 9 December 2022 at 17:51:50 GMT, Murugan Muruganandam > wrote: > > Alan > Check your quote.pm file in C:\Strawberry\perl\site\lib\Finance and check the > version. if it is not 1.52, you may need to download and replace the file > Saludos Cordiales > Murugan > > From: gnucash-user > on behalf of > aeg via gnucash-user > Sent: Friday, December 9, 2022 2:40 PM > To: gnucash-user@gnucash.org > Subject: [GNC] Installing or updating Finance::Quote I've started this thread > separately from "[GNC] getting price quotes" (from which I gained helpful > advice last week), as it's a more specific problem I now face. > Following the advice from David H and others last week, I eventually decided > to upgrade from GC version 3.5 to 4.12, in the hope that it would > automatically install the latest version of Finance::Quote and enable me to > resume downloading stock prices again. I'm using Windows 10 and the > previously installed version of F::Q was 1.47, which had worked without > problems until the first week of November. > The upgrade to GC v4.12 turned out to be more straightforward than I'd > previously feared, but I then found that F::Q was still on 1.47, and attempts > to update or run "Install OnlinePrice Retrieval for Gnucash" from the Start > menu have been unsuccessful, so I'm hoping someone can point me in the > direction of a solution. > I should add that, prior to the GC update, I installed the latest version of > Strawberry Perl (v5.32.1), after first removing the previous version > (v5.18.2). > Regards,Alan > > > > ___ > 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. > > ___ > 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
Re: [GNC] Installing or updating Finance::Quote
Hi Geoff, Thank you for your input.Following advice from Murugan, I created a Finance folder at the correct location and put a copy of the latest version of quote.pm into it. When I now run perl "C:\Program Files (x86)\gnucash\bin\gnc-fq-update", this is what I see in cmd: C:\WINDOWS\system32>perl "C:\Program Files (x86)\gnucash\bin\gnc-fq-update"Database was generated on Sat, 10 Dec 2022 08:13:54 GMTTest2 is up to date (1.302191).Date::Manip is up to date (6.90).Finance::Quote is up to date (1.5301). C:\WINDOWS\system32> This looked promising, so I then ran "Install Online Price Retrieval for Gnucash" from the Start menu again, and this was the result: * Check Perl* Check Perl version* Install required perl modulesDatabase was generated on Sat, 10 Dec 2022 08:13:54 GMTTest2 is up to date (1.302191).Date::Manip is up to date (6.90).Finance::Quote is up to date (1.5301). * Check environment variable ALPHAVANTAGE_API_KEY *** *** You need an API key (from https://www.alphavantage.co) *** to run the Perl module Finance::Quote. *** *** Make it available to GnuCash by *** - setting the environment variable ALPHAVANTAGE_API_KEY or *** - starting GnuCash and adding the Alpha Vantage api key in *** Edit->Preferences->Online Quotes *** * Run gnc-fq-check You need to install the following Perl modules: Finance::Quote Use your system's package manager to install them,or run 'gnc-fq-update' as root.missing-lib An error occurred, see above. It appears that these two are returning conflicting reports, so I'm now wondering whether I should uninstall Strawberry perl again and reinstall it, but I'm also wondering why it didn't fully install in the first place. Regards,Alan On Friday, 9 December 2022 at 23:26:12 GMT, Geoff wrote: Hi Alan It looks like the install has failed for some reason as the modules should be under: C:\Strawberry\perl\site\lib\Finance\ The entries under "perl\vendor" are not related to Finance::Quote and are irrelevant. I suggest that you try to install it again. The installation can be a bit fiddly as there are a number of dependencies, and some modules take a while. You can do this with the GnuCash installer. Open a command prompt as administrator and type:- perl C:\Program Files (x86)\gnucash\bin\gnc-fq-update Or directly by downloading from here:- https://metacpan.org/pod/Finance::Quote Good luck! Regards Geoff = On 10/12/2022 6:01 am, aeg via gnucash-user wrote: > Murugan, > > Thank you for your suggestion.There is no folder named "Finance" at that > location, but I searched for quote.pm within Strawberry and found it at each > of these > locations:C:\Strawberry\cpan\build\Finance-Quote-1.5301-0\lib\Finance > (version 1.5301) > C:\Strawberry\cpan\build\Finance-Quote-1.5301-1\lib\Finance (version 1.5301) > C:\Strawberry\perl\vendor\lib\Sub (version 2.006006) > C:\Strawberry\perl\vendor\lib\PPI\Token (version 1.270) > > I don't know whether that helps to clarify the problem. > Regards,Alan > > On Friday, 9 December 2022 at 17:51:50 GMT, Murugan Muruganandam > wrote: > > Alan > Check your quote.pm file in C:\Strawberry\perl\site\lib\Finance and check the > version. if it is not 1.52, you may need to download and replace the file > Saludos Cordiales > Murugan > > From: gnucash-user > on behalf of > aeg via gnucash-user > Sent: Friday, December 9, 2022 2:40 PM > To: gnucash-user@gnucash.org > Subject: [GNC] Installing or updating Finance::Quote I've started this thread > separately from "[GNC] getting price quotes" (from which I gained helpful > advice last week), as it's a more specific problem I now face. > Following the advice from David H and others last week, I eventually decided > to upgrade from GC version 3.5 to 4.12, in the hope that it would > automatically install the latest version of Finance::Quote and enable me to > resume downloading stock prices again. I'm using Windows 10 and the > previously installed version of F::Q was 1.47, which had worked without > problems until the first week of November. > The upgrade to GC v4.12 turned out to be more straightforward than I'd > previously feared, but I then found that F::Q was still on 1.47, and attempts > to update or run "Install OnlinePrice Retrieval for Gnucash" from the Start > menu have been unsuccessful, so I'm hoping someone can point me in the > direction of a solution. > I should add that, prior to the GC update, I installed the latest version of > Strawberry Perl (v5.32.1), after first removing the previous version > (v5.18.2). > Regards,Alan > > > > ___ > gnucash-user mailing list > gnucash-user@gnucash.o
Re: [GNC] getting price quotes
It's interesting to note that Alpha Vantage is still recommended to GnuCash users and is available to some, as it stopped working for me a few weeks ago. When I contacted the Alpha Vantage Team, I was told that I needed to contribute to the premium plan, at a minimum cost of 49.99 USD per month, despite the fact that I've only been using the service once per week to retrieve 5 stock price updates. How are others still able to use the service free of charge? I'm based in the UK, so I'd be interested to know how other UK users obtain updates to their stock prices. Regards,AlanG Date: Mon, 28 Nov 2022 15:24:16 -0600 From: R Losey Alphavantage is now the default, and you have to get a free ID to use the service (there is information regarding how to acquire an ID). Be aware, though -- Alphavantage adds a one-minute delay for each set of five stocks you update. (That is, five stocks will take seconds, but six stocks will take over a minute). I changed to what David suggested for my stock updates. I would prefer to have Multiple, but not use Alphavantage, but that doesn't seem to be an option at present. ___ 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.
Re: [GNC] getting price quotes
Hi David,
Thank you for your detailed response, which is very helpful.I've tried updating
the Finance::Quote as you suggested, but it appears that some prerequisites are
missing, so I need to investigate how to install those, and will try again
tomorrow if I have time. I've downloaded the latest version of Perl, and
feeling my way with this.
You're right when you say that I ought to upgrade GC to the latest version, and
I would normally have done that routinely through the versions, but I
experienced substantial interface changes when I upgraded from 2.6 to 3.5,
which took a significant amount of time and effort to resolve, so I've feared
further trauma with subsequent updates and resisted installing them while the
software has been working well. I will update as soon as I find the time to
deal with any undesirable consequences!
Regards,Alan
On Wednesday, 30 November 2022 at 20:12:08 GMT, David H
wrote:
You should find some Finance Quote Perl scripts (gnc-fq-check/update/etc) in
"C:\Program Files (x86)\gnucash\bin". You can run these using Perl by opening a
command prompt and entering for example perl "C:\Program Files
(x86)\gnucash\bin\gnc-fq-check" - you need the quotes around the
C:\..check as the path contains a space. You can read all about it at
https://wiki.gnucash.org/wiki/Online_Quotes. If your setup is good this will
display something along the following lines including the version - 1.5301 in
my case...
perl "C:\Program Files (x86)\gnucash\bin\gnc-fq-check"
("1.5301" "aex" "alphavantage" "amfiindia" "asegr" "asx" "aufunds" "australia"
"bamosz" "bet" "bloomberg" "bourso" "bse" "bseindia" "canada" "canadamutual"
"comdirect" "cse" "deka" "dutch" "dwsfunds" "europe" "fetch_live_currencies"
"fidelity" "fidelity_direct" "finanzpartner" "fondsweb" "fool" "france"
"ftfunds" "fundata" "fundlibrary" "goldmoney" "greece" "hu" "hufund" "hungary"
"hustock" "iexcloud" "india" "indiamutual" "known_currencies" "morningstarau"
"morningstarch" "morningstarjp" "mstaruk" "nasdaq" "nseindia" "nyse" "nzx"
"onvista" "oslobors" "romania" "seb_funds" "six" "tesouro_direto" "tiaacref"
"tmx" "tradeville" "treasurydirect" "troweprice" "troweprice_direct" "tsp"
"ukfunds" "unionfunds" "usa" "yahoo_json" "za")
You can also run perl "C:\Program Files (x86)\gnucash\bin\gnc-fq-update" to
update your Finance Quote - this can take a few minutes, like 5 - 10, and quite
a bit of scrolling :-)
Check your perl version by running "perl -v" in a command prompt - eg...
perl -v
This is perl 5, version 32, subversion 1 (v5.32.1) built for
MSWin32-x86-multi-thread-64int
Copyright 1987-2021, Larry Wall
Perl may be copied only under the terms of either the Artistic License or the
GNU General Public License, which may be found in the Perl 5 source kit.
Complete documentation for Perl, including FAQ lists, should be found on
this system using "man perl" or "perldoc perl". If you have access to the
Internet, point your browser at http://www.perl.org/, the Perl Home Page.
You also mention you're running Gnucash 3.5 - this was released in April 2019
by the look of things so is well out of date and we are now up to 4.12 with
lots of bug fixes and enhancements in that time so I suggest the first thing
you should be looking at is upgrading to the current version 4.12. I'm not sure
but you may have to download 4.0 first and install that before you install 4.12
as from memory there were some significant changes in 4.0 and it takes a little
while on first opening your gnucash file with this version while it does things
initially and can even look like it's hung? Do a google search on
"site:lists.gnucash.org upgrade" if you want to research the upgrade details.
Cheers David H.
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[GNC] Confusing version numbers
Is there a reason why GnuCash version numbers don't follow a sequence 4.00, 4.01, 4.02, etc. instead of 4.0. 4.1, 4.2? I find it a little confusing that 4.9 is older than 4.12, and that 4.902 comes just before 5.0 Alan ___ 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.
Re: [GNC] Confusing version numbers
On Tuesday, 7 March 2023 at 10:37:18 GMT, Maf. King wrote: On Tuesday, 7 March 2023 09:34:59 GMT aeg via gnucash-user wrote: > Is there a reason why GnuCash version numbers don't follow a sequence 4.00, > 4.01, 4.02, etc. instead of 4.0. 4.1, 4.2? I find it a little confusing > that 4.9 is older than 4.12, and that 4.902 comes just before 5.0 > > Alan > Not wishing to speak for the dev team... but this is how I understand the numbering: 4.1 does _NOT_ have a decimal point in it. perhaps if it were written as 4_1 it would make more logical to you as the . would not be overloaded with another meaning. Major release 4. Update (bug fix) 1. Update 9.. Update 12. Update 900 is the "preview" to the next major version (5), and similarly 901, 902. etc. follow on in sequence... 100 possible previews should be enough! HTH, Maf. Thank you for pointing that out; I've probably been viewing it as a decimal point. Alan ___ 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.
Re: [GNC] Confusing version numbers
The fact that 9 is less than 12 is not confusing to me, but sorting by Windows File Explorer routinely puts 12 before 9, whereas 09 is always correctly arranged before 12 (and before 900). From the link, https://semver.org/ provided by LI Daobing, I now understand that there is a conventional way of numbering software releases, but I remain puzzled by the insistence that leading zeros must not be used. It is often the case that the status quo can be seen to work, but it is my opinion that, if an improvement can be made and the effort to do so is minimal, it is normally worth making that improvement. I assume that's what drives the developers to make evolutionary changes and introduce updates. I'd just like to see a numbering system that works in all circumstances. Alan From: Adrien Monteleone For each set of numbers, they run sequentially, without leading zeros. 9 is less than 12. How is that confusing? It isn't '90' and '12' It is '9' and '12'. ___ 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.
Re: [GNC] Confusing version numbers
David, I like your idea, as its logical sequencing would obviously be clearer, but as Will pointed out, we are probably stuck with what's already established. Alan Message: 1 Date: Tue, 7 Mar 2023 15:50:41 + (UTC) From: "David G. Pickett" To: "gnucash-user@gnucash.org" Subject: Re: [GNC] Confusing version numbers Message-ID: <78074249.338554.1678204241...@mail.yahoo.com> Content-Type: text/plain; charset=UTF-8 It is, generally a military style numbering, so the '.' is not a decimal point, more a tab, not an alphanumeric sort but a numeric sort.? One AT project started their order numbers at 100,000,000 so they were always 9 digits with 900M headroom.? Maybe we could make the first revision after 4 as 4.100, so the field is in both numeric and alpha sort order? ___ 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.
[GNC] New tax year - unexpected GnuCash display
I'm using GnuCash Version 4.12 on Windows 10, and today, 6 April, is the beginning of the new UK tax year. As I have the "Total (Period)" column showing in the COE, I was expecting to see mostly zeros in that column today, but was surprised to see many totals much higher than that, and in the region of what I might have expected if it had not been a new fiscal year. Under Preferences/Accounting Period/Start Date, the selection is Absolute:6/4/23, and under End Date, the selection is Relative:Today. In previous years, this arrangement has appeared to work as expected, and the only other change I've made since last year is an upgrade from GC 3.5 to GC 4.12. Today, after a series of trial-and-error changes to the Preferences setup, each followed by a restart of the program, I've managed to get it working as expected, with the final setting the same was at the start. Although it now seems that all is well, I'd be interested to know how this problem might have occurred, and whether there is anything I should have done to prevent it, or whether there might be a bug in the program that others may be able to identify. Also, is there any possibility that other totals in that column may have been inaccurate during the last 12 months but were less easy to spot than they were today? Regards,Alan ___ 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.
Re: [GNC] New tax year - unexpected GnuCash display
Yes, I've always had the UK date format selected, i.e. dd/mm/. Alan On Thursday, 6 April 2023 at 16:56:48 BST, Simon Roberts wrote: Do you have UK date style selected? Or do you have the tax year starting on june 4th? On Thu, Apr 6, 2023 at 9:23 AM aeg via gnucash-user wrote: I'm using GnuCash Version 4.12 on Windows 10, and today, 6 April, is the beginning of the new UK tax year. As I have the "Total (Period)" column showing in the COE, I was expecting to see mostly zeros in that column today, but was surprised to see many totals much higher than that, and in the region of what I might have expected if it had not been a new fiscal year. Under Preferences/Accounting Period/Start Date, the selection is Absolute:6/4/23, and under End Date, the selection is Relative:Today. In previous years, this arrangement has appeared to work as expected, and the only other change I've made since last year is an upgrade from GC 3.5 to GC 4.12. Today, after a series of trial-and-error changes to the Preferences setup, each followed by a restart of the program, I've managed to get it working as expected, with the final setting the same was at the start. Although it now seems that all is well, I'd be interested to know how this problem might have occurred, and whether there is anything I should have done to prevent it, or whether there might be a bug in the program that others may be able to identify. Also, is there any possibility that other totals in that column may have been inaccurate during the last 12 months but were less easy to spot than they were today? Regards,Alan ___ 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. -- Simon Roberts(303) 249 3613 ___ 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.
