[GNC] Gift of stock

I doubt your jurisdiction is that naive. I'd expect you'd pay tax on the $25k capital gain on disposal and your son would have a $30k basis price. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to

[GNC] add note to transaction

To make significant changes to transactions I normally export them as csv, change the file, delete the transactions with a keyboard shortcut, and import them back in. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription

[GNC] Is this a wacky idea?

Anyone can run https://portableapps.com/apps/office/gnucash_portable in Windows without installing it. It is probably better than installing GnuCash on your computer. It also allows you to install a dev version on your computer without messing up the working version. I still think you would be

[GNC] Questions about setting up new accounts from brand new user

If you do the "Putting It All Together" sections as you go through the guide you will learn the basics and have a sample set of books. It starts with: https://gnucash-docs-rst.readthedocs.io/en/latest/guide/C/ch_basics.html#putting-it-all-together > that isn't the latest, nor official

[GNC] Tracking Travel expenses

https://lists.gnucash.org/pipermail/gnucash-user/2022-November/103481.html Stan, that's well explained and tracking travel expenses is a common enough situation that would be a worthwhile example in the documentation. A brief explanation of the accounting makes all the difference.

Re: [GNC] GnuCash PortableApp for Windows

1. Yes 2. https://portableapps.com/development btw, it is a standard distribution format with some packages, eg https://www.libreoffice.org/download/portable-versions/ On Thu, 2 Feb 2023 at 13:07, john wrote: > Does "just repackages distributions" mean that you believe that they're >

[GNC] GnuCash PortableApp for Windows

Following on from https://lists.gnucash.org/pipermail/gnucash-user/2023-January/105287.html to clear up a few misconceptions. I have enough experience with PortableApps to have packaged an app. It just repackages distributions so, like GnuCash, there is no reason for it to contain any source code

[GNC] new user woes

> the tutorial is rather cumbersome to read thru Certainly, so don't. It's learn by example and it works, so open up a file and enter the transactions. Try this layout based on an old guide: https://gnucash-docs-rst.readthedocs.io ___ gnucash-user

[GNC] Two versions, same computer

Try the required version of GnuCash PortableApp for Windows. See https://lists.gnucash.org/pipermail/gnucash-user/2023-February/105343.html ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe:

Re: [GNC] Two versions, same computer

-- On 3/22/2023 4:56 PM, R Losey wrote: >* It may not just be a matter of separate directories... an install *>* program may put things (like DLLs for MS Windows) in some common *>* directories.* That is exactly what PortableApps manages to put apps in self-contained

[GNC] ATM withdrawl

Jim DeLaHunt wrote: > Some day I may contribute an improvement to this [documentation] section, because it keeps confusing me. This is a good multicurrency account example although it's not relevant to most people where the currency is converted during the account transaction (ie a single

[GNC] Easier way to import PayPal CSV

TLDR; * Pick a default account and get wife to update the account in GnuCash * Experience will teach her to put more meaningful descriptions on transactions * Consolidate accounts * Maybe a PayPal account is not needed in GnuCash * Credit/Debit terms are ambiguous and confusing, Deposit/Withdrawal

[GNC] Configurable Year Start Day/Month

Vincent, you seem confident. I posted an example. Can you demonstrate changing say Start of This Year to 1 July in V5? Code at https://github.com/flywire/gnucash/blob/Fiscal-year/libgnucash/app-utils/date-utilities.scm#L557-L569 works in V4 (check cur-year/cal-year). See comments at https

[GNC] Update Wiki Custom Report

I've updated https://wiki.gnucash.org/wiki/Custom_Reports to GnuCash V5. I'd appreciate those interested in custom reports testing it and providing feedback because there are still parts left over from historical versions and other parts that do/don't work in Linux with no Windows equivalents.

[GNC] Next-level Budgeting

How do people do their budgeting? Budgets need planning, reporting, and revising based on actual transactions. GnuCash reports of past transactions can help budget and a cashbook is best positioned for reporting budget compared to year-to-date amounts. A monthly budget simply dividing annual

Re: [GNC] Configurable Year Start Day/Month

as previously working. https://lists.gnucash.org/pipermail/gnucash-user/2023-April/106563.html John Ralls wrote: > Nope, accounting periods didn't get fixed so everything I said in 2021 > about that is still true. > > > > https://github.com/flywire/gnucash/blob/Fiscal-year/libgnucash/ap

Re: [GNC] Configurable Year Start Day/Month

Your assumptions are wrong. Clearly, communication from the developer(s) was ineffective. Full advice of the "major change" quoted in https://lists.gnucash.org/pipermail/gnucash-user/2023-April/106463.html with no response to the request for guidance. On Tue, 18 Apr 2023 at 15:20, Vincent Dawans

Re: [GNC] Configurable Year Start Day/Month

John, Seems like an X-Y response. The meaning of a hack is clear, although this is more of a tweak, and where it occurs hardly matters if it's not part of a PR. A response in terms of using existing report/module code in a new report would be fine.

[GNC] Seaking feedback on (potential) "Running Total" feature for transaction report

Does this offer an opportunity to achieve the long-requested classification/category/dimension report: https://bugs.gnucash.org/show_bug.cgi?id=113772#c6 ? I'm thinking of grouping by the first tag in the memo split with the last group being untagged splits. Regards

Re: [GNC] Configurable Year Start Day/Month

I can't see how. Firstly, from previous comments, people don't seem to understand my workflow. The suggestion it is only a matter of setting the Accounting Period once per year is so wrong without changing start date of year. To briefly summarise, I have half a dozen entities and a few extras,

[GNC] Exporting reports to spreadsheet - Solved

https://lists.gnucash.org/pipermail/gnucash-user/2023-March/106080.html That's a great question George which has been annoying me for ages so I flicked it over to the LibreOffice Ask site: https://ask.libreoffice.org/t/open-html-file-in-calc-from-os/90615 It would make a good tip for our docs.

[GNC] Tags for classification/category/dimension transaction report

Re: https://lists.gnucash.org/pipermail/gnucash-user/2023-May/106749.html Vince you are a champion! https://github.com/Gnucash/gnucash/pull/1623#issuecomment-1530788858 > My personal view is this workaround is the most significant improvement since V2.

[GNC] How to run Year End Procedures for the Tax Year (UK end 5 April 2023), and start new Data set for the New Tax Year starting 6 April 2023

Chris, you are a second class user. GnuCash was written to use fiscal year but a change made in 2001, exposed to users in 2006, dropped fiscal year and introduced calendar year(s) and an accounting period. Years (this and previous) is the first class service, automatic relative to current date but

[GNC] Demo accounts

> What I'm looking for is a set of demo accounts. Have another look at the GnuCash Tutorial and Concepts Guide. You could do something to work with that data and extend it to using csv. Example data ( https://lists.gnucash.org/pipermail/gnucash-user/attachments/20210718/2f60caee/attachment.obj )

Re: [GNC] Default to Plain English instead of Debit and Credit

The responses make it clear Vince's results are as expected. Why are mine different? See https://bugs.gnucash.org/show_bug.cgi?id=798964#c14 On Sat, 1 Jul 2023 at 14:00, flywire wrote: > Is it CR or DB? > Regards ___ gnucash-user mailin

Re: [GNC] How to Upgrade Old GnuCash Version to Current Version

> If you follow the upgrade path, the recommended method is... OK, where is that documented? If the current version of GnuCash won't work with older data file versions it should display an error message without opening the file. ___ gnucash-user mailing

[GNC] How to Upgrade Old GnuCash Version to Current Version

A lot of discussion in the mailing list about this subject but there doesn't seem to be anything in the docs. https://lists.gnucash.org/pipermail/gnucash-user/2021-January/094704.html suggests most of the discussion is misplaced. ___ gnucash-user mailing

[GNC] balance of interests between users and developers

> If the new version could be installed alongside the current version and data files kept separate It's not necessarily new version and current version. Two versions, same computer - https://lists.gnucash.org/pipermail/gnucash-user/2023-March/105955.html In Windows, use GnuCash installed on

[GNC] Accounts which are both Income and Expense accounts

Another example recently discussed in https://wiki.gnucash.org/wiki/User_talk:Christopherlam Businesses aim to make money and GST is charged on that income so it follows GST is a liability. Liability:GST:GST on Sales (ie tax collected) and Liability:GST:GST on Purchases (ie tax paid) shows the

[GNC] Upgrading to 5.3 from 2.6.15

https://wiki.gnucash.org/wiki/Installation#Upgrading ___ 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

[GNC] Addition to basis

On Tue, August 8, 2023 4:12 pm, Fred Tydeman wrote: > How does one record an Addition to basis for a stock? Good question. I only got my head around this recently (eg https://github.com/flywire/ETF-Annual-Statement uses ASX:VAS - Vanguard Australian Shares). Entity,Date,Description,Acco

[GNC] Will GNU CASH work on a Chromebook

Try https://github.com/joshuabach/gnucash-web ___ 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

Re: [GNC] Addition to basis

On Tue, Aug 8, 2023 at 8:24 PM David Carlson https://lists.gnucash.org/mailman/listinfo/gnucash-user>> wrote: >* IIRC There is a description in chapter 9 of the Tutorial.* https://www.gnucash.org/docs/v5/C/gnucash-guide/invest-retofcap.html ___

[GNC] GnuCash preferred OS - Windows or Linux

?? Importing Bank Statements works fine and saves the data entry issues. Certainly, other means are required to verify the data. A duplicate insurance payment was identified straight away after importing a bank statement for tax reporting. ___

Re: [GNC] Upgrading to 5.3 from 2.6.15

On Wed, 26 Jul 2023 at 13:31, john wrote: > Yeah, it's gotten a lot faster since... > GnuCash V5.2 ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe:

[GNC] automatically account for gst on random purchases

https://github.com/Gnucash/gnucash/pull/1623#issuecomment-1583966278 "GnuCash is for tiny and simple enterprises; we often say individuals and sole proprietorships. Even having employees makes using GnuCash a dubious proposition (no payroll module), as does carrying more than a very few line items

Re: [GNC] automatically account for gst on random purchases

John, Hmm, it's all irrelevant with Australian GST. Generally, a return is submitted each quarter with GST collected less GST paid, and a payment is made by the appropriate party for the difference. It doesn't matter if it is income, a capital item, or stock. With my experience of Quickbooks I

Re: [GNC] automatically account for gst on random purchases

This is a preliminary (spreadsheet) process to add GST splits to a bank statement and use a multisplit csv file to import them to GnuCash. 1. Start with Bank Statement based on the Guide Checking Account - see GST_Demo_Statement.csv 2. Accounts should exist for the transactions - see

Re: [GNC] automatically account for gst on random purchases

Apologies, (no edit on the mailing list), see https://bugs.gnucash.org/show_bug.cgi?id=798987 - the previous link was the multi-split bug fixed in V5.3. On Thu, 29 Jun 2023 at 17:19, flywire wrote: > I've submitted an updated working example with python code as an > enhancement r

Re: [GNC] automatically account for gst on random purchases

I've submitted an updated working example with python code as an enhancement request for the importer to: https://bugs.gnucash.org/show_bug.cgi?id=798964 ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to

Re: [GNC] automatically account for gst on random purchases

uld be automated. > flywire: you mentioned that you use QuickBooks for business, have you tried using Odoo? I have tried many packages but not Odoo. Manual data entry is the most time-consuming task so I give accounting package right of veto to the person doing data entry. Apart from the farm bu

Re: [GNC] automatically account for gst on random purchases

https://lists.gnucash.org/pipermail/gnucash-user/2023-June/107406.html David Cousens wrote: > If you look at this section of the business features setting up tax tables is described. https://www.gnucash.org/docs/v4/C/gnucash-guide/bus_setup.html It works for invoices and should work similarly for

Re: [GNC] automatically account for gst on random purchases

t; > https://lists.gnucash.org/pipermail/gnucash-user/2023-June/107428.html > flywire wrote: > > ... > USA user comments tend to imply GnuCash uses a USA Point-Of-Sale model for Invoicing and Billing. Attaching the tax code to the income/expense account (like Quickbooks) would be

Re: [GNC] Default to Plain English instead of Debit and Credit

Is it CR or DB? Who knows, toss a coin: https://bugs.gnucash.org/show_bug.cgi?id=798964 An interesting list of accounts adapted from a comment with an `*` next to the main account types: * BALANCE ACCCOUNT TYPE DEBITCREDIT debitNONE Funds In Funds Out debit

[GNC] Gun shy?

Does anyone have a workaround to get a csv multisplit transaction report to load with values in V5? https://bugs.gnucash.org/show_bug.cgi?id=798964 btw, Amount(negated) seems to be a triumph of gibberish over English. ___ gnucash-user mailing list

[GNC] Default to Plain English instead of Debit and Credit

GnuCash is presented as a double entry accounting system using debits and credits, but it's not special, it just lacks a good explanation. The Guide starts with a quick overview followed by The Basics describing Accounting Concepts. The guide even warns that accounting debits and credits are used

[GNC] Tax report options

ithub.com/flywire/ETF-Annual-Statement/blob/main/VAS-annual-tax-statement-2018.png and https://github.com/flywire/ETF-Annual-Statement as codes. It is a spreadsheet process to add share/franking credits to etf/franking credits (Distribution:13Q) and similar for capital gains (Distribution:18H:1

Re: [GNC] Tax report options

The intention was to highlight the response used accounts, not the built-in tax report, rather than suggest the tax report should be available to Australians. I imagine the report allows tax codes to be attached to accounts and sums all accounts for the same code. I was taught to align accounts to

Re: [GNC] Tax report options

https://lists.gnucash.org/pipermail/gnucash-user/2023-May/107018.html flywire wrote: > It is a spreadsheet process to add share/franking credits to etf/franking > credits (Distribution:13Q) and similar for capital gains > (Distribution:18H:18A) since the components are the same tax

[GNC] Shortcuts in Security Editor

https://wiki.gnucash.org/wiki/Keyboard_Shortcuts ___ 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

[GNC] GNC "CLASS" equivalent to QB

Sure, GnuCash will do that as tags, but it's different. See https://lists.gnucash.org/pipermail/gnucash-user/2023-May/107072.html and https://lists.gnucash.org/pipermail/gnucash-user/2023-May/107073.html for details. QuickBooks only allows one class but you can have multiple tags in Gnucash.

[GNC] What account name do you use to record the apartment/house expenses related to the building?

https://lists.gnucash.org/pipermail/gnucash-user/2024-April/111576.html Michael or Penny Novack wrote: > d) What you can;t do is have it both ways. Traditional double entry > bookkeeping allows only one tree structure for the CoA. To get it > different in different reports you would have to BOTH

Re: [GNC] What account name do you use to record the apartment/house expenses related to the building?

https://lists.gnucash.org/pipermail/gnucash-user/2024-April/111588.html Michael or Penny Novack wrote: > I don't think you are picturing what I meant by both ways. Yes, it is very clear but given my experience with other financial software I don't agree endlessly dividing the COAs into unknown

[GNC] Merge amounts in report

Tag the transactions and report on tagged transactions. ___ 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

[GNC] Recommend Accounting Books

A significant limitation for small business is GnuCash will not do cash accounting *and* automated sales tax. https://lists.gnucash.org/pipermail/gnucash-user/2024-April/111635.html Christopher Lam wrote: > Please be aware that the inventory part won't be handled via GnuCash: while > you can

[GNC] The equivalent for Quicken Tag

Use the custom transaction report at https://github.com/dawansv/gnucash-custom-reports?tab=readme-ov-file#tag-prefix ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe:

[GNC] Help request starting out with Gnucash

> > You need to get a grasp of double entry bookkeeping concepts... I agree but I wouldn't focus on the formal meaning of Credit/Debit, even if you understand it most people have the wrong understanding - https://lists.gnucash.org/pipermail/gnucash-user/2023-May/106929.html - and following the

[GNC] Filter Reports

Reporting other than by a normal COA structure has always and continues to be in demand. The latest dev decision seems to be: https://github.com/Gnucash/gnucash/pull/1623#issuecomment-1585771847 > ...if we take out the language about multidimensional analysis and... tags > and do it as a report

[GNC] Moving from GnuCash 4.8 to GnuCash 5.5 - any issues likely to bite me?

https://github.com/Gnucash/gnucash/releases describes the release changes but your question is obviously about understanding the practical impact from a user's perspective. I note lots of Gremlins reported in the mailing list about V5.

Re: [GNC] Help request starting out with Gnucash

David, the guide even warns that accounting debits and credits are used contrary to the way most people understand them. The average punter will be wrong, and if they get it right the next punter will likely bet they are wrong.

Re: [GNC] Help request starting out with Gnucash

https://lists.gnucash.org/pipermail/gnucash-user/2024-May/111808.html > Does [Debits and Credits] make more sense now? Yes, well put. That perspective would be worth reworking as a brief information pane in the Guide. > ___ gnucash-user mailing list

[GNC] gnucash suggestions

>* I created a "FUND" with the symbol "Miles" abbreviated "M," and I created a* >* Liability account called Mileage, whose currency is Miles, with a contra* >* liability account called "Driving Owed," whose currency is Dollars.* The GnuCash inventory interface is very ordinary comparing the

Re: [GNC] gnucash suggestions

Just simplifying the field/attribute names with terms like Item and Type would help more generalised inventory use without detracting from current functionality. Jargon like Namespace has no place in the user interface. ___ gnucash-user mailing list

[GNC] Last day of month

https://lists.gnucash.org/pipermail/gnucash-user/2024-March/111217.html Fred Tydeman wrote: > Is there a way to force reports (such as Assets over time) to show values > on the last day of the month (instead of the first day of the month)? Try GnuCash V4

[GNC] New user looking for some reporting help

GnuCash reports are much more basic than QuickBooks but should be adequate and there is no sample dataset available for testing the system. If you use classes have a look at https://github.com/dawansv/gnucash-custom-reports The big advantage is you have import/export access to your data and it

[GNC] Multiple Fiscal Years

With Gnucash V5 current year with a configurable day/month/year was removed and hard-coded as calendar year. Alternatives: 1. Run a GnuCash portable app version since settings are held in the app folder - https://sourceforge.net/projects/portableapps/files/GnuCash%20Portable/ 2. The

Re: [GNC] Multiple Fiscal Years

Follow the links through to the code - cur-year and cal-year. The hack supports: this, last and 2 years prior fiscal years which is about what you want preparing tax reports. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your

[GNC] Share Records When Receivers Appointed

How should shares be recorded in GnuCash once receivers are appointed? Shares are no longer being traded but the ASX quote feed returns the price last traded. There seems to be a realistic (management) value and a tax value. The realistic share value is zero but I understand the tax value is the

Re: [GNC] Multiple Fiscal Years

On Sat, 2 Mar 2024 at 17:26, Geoff wrote: > Maybe I am missing something here Absolutely. Say the height of a sporting team member was given as 2.2m high. Was the measurement correct? Who knows! You can use relative values to assess the credibility of a number. Given two other members

Re: [GNC] Multiple Fiscal Years

tem in > C++ so the hack can't be applied any more. But I think it's unnecessary since changing the accounting period in > preferences to e.g. 1 July 2023 - 30 June 2024 accompanies [sic] the same > thing... https://lists.gnucash.org/pipermail/gnucash-user/2024-March/110996.html

[GNC] split transaction description field length limit

You don't need long text lines to allocate splits to rental properties. Have a look at Custom GnuCash 5.x Transaction Report with Tags - https://lists.gnucash.org/pipermail/gnucash-user/2023-May/107048.html ___ gnucash-user mailing list

[GNC] Newbie Questions

Welcome to GnuCash. I use an old version of QuickBooks for Business Cash Accounting, and I also use GnuCash. Transaction data is not available from QuickBooks in iif format. The best you can do is print reports containing transaction data but it's not worth the effort. Again, welcome to GnuCash

[GNC] Using GnuCash with charity restricted and unrestricted funds, advice wanted

Just use a sub account of the bank account for credits and debits. If you have more complex reporting then use filter reports - https://lists.gnucash.org/pipermail/gnucash-user/2024-May/111804.html Regards > ___ gnucash-user mailing list

[GNC] Delete acct + move txns - can't specify acct

> Next ... to learn how to help revise/expand this page- https://gnucash.org/docs/v5/C/gnucash-manual/acct-delete.html ... to capture what I've learned here. https://wiki.gnucash.org/wiki/Documentation_Improvement Fairly daunting for many. It might be simpler to just contribute suggested

[GNC] Adding ASSETS & LIABILITIES to sub accounts

> I make money personally, I own a couple of properties, and I also design and manufacture audio devices. These are basically different entities... I doubt it. If they are all reported as part of the one tax return they are enterprises rather than entities. Entity finances are normally kept

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