ion. If you select 'U+C' or 'C', you can also double
click on it to give you more information on all matching transactions.
-Original Message-
From: Christopher Lam
Sent: Tuesday, January 16, 2024 1:56 AM
To: davidcousen...@gmail.com
Cc: GnuCash users group
Subject: Re: [GNC] Feature requ
there was per
transaction selection rather than all or nothing deal for that import iteration.
-Original Message-
From: David Cousens
Sent: Tuesday, January 16, 2024 1:13 AM
To: gnucash-user@gnucash.org
Subject: Re: [GNC] Feature request: Import assistant, room for big improvements
>F
On Tue, 16 Jan 2024, 2:13 pm David Cousens,
wrote:
>
> I haven't yet imported anything under v5.5. but will be catching up in a
> few
> days. Being able to edit/add data to the description and or memo fields
> would be
> something I would find useful too as the imported bank data often has
>
From memory David the import matcher process is common to all the front ends to
read different file formats. It's been a while since I went through the code
after Geert rewrote the CSV front end but I doubt that it has changed all that
much. I have found the Bayesian matcher works fairly well
I do it every OFX import. Works well. Ubuntu 23.10. GnC 5.4-117.
Need anything else? BTW, works fine, the right click.
On Mon, Jan 15, 2024, 21:12 Christopher Lam
wrote:
> Has anyone tried right click the relevant transaction(s) in the ofx or csv
> import assistant?
>
> On Tue, 16 Jan
Has anyone tried right click the relevant transaction(s) in the ofx or csv
import assistant?
On Tue, 16 Jan 2024, 12:49 pm David Carlson,
wrote:
> Which import assistant is being discussed here? The Generic assistant
> behind the OFX and QIF imports is quite limited in placing new transactions
Which import assistant is being discussed here? The Generic assistant
behind the OFX and QIF imports is quite limited in placing new transactions
into the desired account or in matching incoming transactions to correct
pre-existing transactions, but the new CSV transaction importer is better,
if
And I would call 'Amazon' the Description as Payee, and the Memo as the
item/reason for a particular split. I use Notes for info pertaining to
the entire transaction.
Would a multi-line CSV per transaction allow for inserting Memos?
Regards,
Adrien
On 1/15/24 10:17 PM, Derek Atkins wrote:
> On Jan 15, 2024, at 10:17 PM, Derek Atkins wrote:
>
>
> No, I would call that the description.
> -derek
> Sent using my mobile device. Please excuse any typos.
>
>> On January 15, 2024 23:06:07 Phyllis Bruce wrote:
>>
>> Thanks, David. I think I am being unclear. My research
No, I would call that the description.
-derek
Sent using my mobile device. Please excuse any typos.
On January 15, 2024 23:06:07 Phyllis Bruce wrote:
Thanks, David. I think I am being unclear. My research provides what you
call the transfer account for unmatched items. That's all good. It
Thanks, David. I think I am being unclear. My research provides what you
call the transfer account for unmatched items. That's all good. It is the
memo field which I use to remind me of what I did that is not available in
the reconciliation screen. For instance I want to remember that I paid
Ulrich,
There is nothing to stop you supplying the transfer account information in an
import record if it is available. There is a header which can be assigned to the
appropriate column of your input file for the transfer account.
The first time you import with a given account name in he record
Since the subject has been raised I'll add my wish:
For unmatched items I often have to do some research such as checking
Amazon to see just what it is that came in. Then I know what expense it
belongs to. However; I am not able to specify the item until I approve the
import - by which time
Hello fellow GnuCash users,
I wonder if there are plans on improving the import filter, for importing
bank transfers.
The situation now is, that some hidden engine tries to learn from doing.
But the truth is, that even after one year of importing bank transfers, I
have to check every single
Indeed, I see that now. I need to switch back to contacts! These glasses
are terrible.
Regards,
Adrien
On 2/15/23 1:26 PM, Maf. King wrote:
On Wednesday, 15 February 2023 19:14:06 GMT Adrien Monteleone wrote:
Third, with respect to your actual request, what do you mean by
"Unrecognized
On Wednesday, 15 February 2023 19:14:06 GMT Adrien Monteleone wrote:
>
> Third, with respect to your actual request, what do you mean by
> "Unrecognized account"?
> >
> > UNRECONSIlED account somehow highlighted in the Account Summary report.
I read it as unreconciled
HTH,
Maf.
Ron,
First, when you want to start a new topic on the list, just send a new
e-mail to the list address rather than replying to an existing message.
Even though you changed the subject, it can get threaded as a reply to
that previous message, and may get 'lost' in the shuffle, or at least
I include the Last Reconciled Date column in my Chart of Accounts. I can't
imagine how else that could be highlighted, though.
David T.
On Feb 15, 2023, 4:48 PM, at 4:48 PM, "Dr. Gideon Fell"
wrote:
> Hope this is the right place for this request. I would like to have
>UNRECONSIlED
Hope this is the right place for this request. I would like to have
UNRECONSIlED account somehow highlighted in the Account Summary report.
This could be by color or an asterix when run. With the site down I
don't know if this has been asked for or if a later manual/guide/help
document
Two items: I understand what you wrote about legally tendering something,
but I was thinking of mailing bills... I may write them on Monday, and drop
them into the mail, but until the mail is received by the creditor, it
isn't paid. But yes, I have looked at US IRS regulations, and (for
example),
You *can* create a proforma invoice or quote and turn that into an invoice.
Just create an invoice, but instead of giving it a number, use the word
PROFORMA or QUOTE, and don't post it. Then use the invoice printing
facility to print it (to find the proforma or quote, you can search, e.g.
by
Michael,
Not a nuisance for me but a blessing as I enter 95% of my txns on the date
they occur :-). I'm long past the stage of saving things up for days /
weeks / months and entering them in one hit and also trying to remember
what a well faded register receipt from months ago really was.
Cheers
On 12/28/2022 11:11 AM, R Losey wrote:
That would be an interesting poll (about when one enters data)...
I put all receipts in a drawer and enter them into GnuCash weekly, and
after that, they get filed.
What I have been saying, not "real time". The "today" date (the day
once week when you
On 12/28/2022 11:07 AM, R Losey wrote:
While that is technically true, I enter credit card charges on the day
I use the card, not when it clears... ditto for writing checks, and I
suspect most people do it that way. 98% of the time it doesn't matter,
but I have run into end-of-month and end-of
On Wed, 28 Dec 2022 at 21:26, Adrien Monteleone <
adrien.montele...@lusfiber.net> wrote:
> Consider as well, another software package entirely to handle quotes,
> proformas, invoices, AR even.
>
> Then export the resulting accounting data to GnuCash to complete your
> books.
>
> (the same goes
Consider as well, another software package entirely to handle quotes,
proformas, invoices, AR even.
Then export the resulting accounting data to GnuCash to complete your books.
(the same goes for investment tracking)
If you weren't doing your own accounting, you'd be using the other
software
On 12/28/22 1:50 AM, Dr. David Kirkby wrote:
1) Can not generate a quote
I recall this being considered for version 5.0 due out next Spring, but
I haven't checked the status on the feature lately. Meanwhile, create
invoices for printing/e-mailing, but do not post them. Edit them either
On 12/28/22 10:07 AM, R Losey wrote:
While that is technically true, I enter credit card charges on the day I
use the card, not when it clears... ditto for writing checks, and I suspect
most people do it that way.
Those generally *are* the days payment is legally made. When you hand
over a
Odd... mine always has done this (since I've corrected dates many times).
On Tue, Dec 27, 2022 at 6:11 PM Dr. David Kirkby <
drkir...@kirkbymicrowave.co.uk> wrote:
> On Tue, 27 Dec 2022 at 08:00, David T. wrote:
>
> > Dr. Kirkby,
> >
> > While I understand the requirements for not editing
That would be an interesting poll (about when one enters data)...
I put all receipts in a drawer and enter them into GnuCash weekly, and
after that, they get filed.
On Tue, Dec 27, 2022 at 5:51 PM Stan Brown
wrote:
>
> On 2022-12-27 14:51, Michael or Penny Novack wrote:
> > When entering
While that is technically true, I enter credit card charges on the day I
use the card, not when it clears... ditto for writing checks, and I suspect
most people do it that way. 98% of the time it doesn't matter, but I have
run into end-of-month and end-of -year items that require me to be more
On Wed, 28 Dec 2022 at 02:01, Adrien Monteleone <
adrien.montele...@lusfiber.net> wrote:
>
> On 12/27/22 6:43 PM, Dr. David Kirkby wrote:
> > I am still getting used to this software. I don’t find it the most
> > intuitive piece of software, but it will be beneficial to me. The other
> > gripes
> On 28 Dec 2022, at 10:43 am, Dr. David Kirkby
> wrote:
>
...
> I am still getting used to this software. I don’t find it the most
> intuitive piece of software, but it will be beneficial to me. The other
> gripes that I have, are not ones that the developers want to fix
>
> 3) No direct
On 12/27/22 6:43 PM, Dr. David Kirkby wrote:
I am still getting used to this software. I don’t find it the most
intuitive piece of software, but it will be beneficial to me. The other
gripes that I have, are not ones that the developers want to fix
1) Can not generate a quote
I recall this
As others have noted, there is no need for reverting to a backup file to
make changes.
And when you do so, are you then reverting back to the 'current file'?
(you weren't particularly clear on that point)
If so, you've now got 2 files with different transactions!
And I use the business
That warning already exists in the case of editing a previously
reconciled transaction.
The rules governing the warning have been greatly relaxed a few releases
ago to reduce an annoyance for 'non-material' changes however. (the
date, should still be 'material')
You might have dismissed the
On Wed, 28 Dec 2022 at 00:27, Stan Brown wrote:
> On 2022-12-27 16:10, Dr. David Kirkby wrote:
>
> > One thing I discovered tonight is that if I enter the wrong date, then
> > charge it on one side of the transaction (from account) then it doesn’t
> get
> > changed on the other side (to
On Tue, 27 Dec 2022 at 22:51, Michael or Penny Novack <
stepbystepf...@comcast.net> wrote:
>
> When entering transactions into gnucash I am always entering a date, the
> correct one for the transaction, rarely TODAY'S date. It is only a minor
> annoyance, but the default gnucash starts with,
On 2022-12-27 16:10, Dr. David Kirkby wrote:
> One thing I discovered tonight is that if I enter the wrong date, then
> charge it on one side of the transaction (from account) then it doesn’t get
> changed on the other side (to account). This was a simple transaction - ie
> two splits.
Let me
On Tue, 27 Dec 2022 at 16:43, Stan Brown wrote:
>
>
> A related feature I _would_ like to see is the ability to specify a date
> range within which no new transactions could be entered. I would use
> that to prevent myself from unintentionally changing transactions from
> prior years. The
On Tue, 27 Dec 2022 at 08:00, David T. wrote:
> Dr. Kirkby,
>
> While I understand the requirements for not editing existing transactions,
> I'll note that in your initial post, you mentioned going back to a backup
> and re-entering the transaction. Not to put too much of an emphasis here,
> but
On 2022-12-27 14:51, Michael or Penny Novack wrote:
> When entering transactions into gnucash I am always entering a date, the
> correct one for the transaction, rarely TODAY'S date. It is only a minor
> annoyance, but the default gnucash starts with, "today", is almost
> always going to be the
Ah thanks, I see it now :-)
Cheers David H.
On Wed, 28 Dec 2022 at 08:03, Stan Brown wrote:
> Not preferences, but File » Properties » Accounts » Day Threshold for
> read-only transactions.
>
> Stan Brown
> Tehachapi, CA, USA
> https://BrownMath.com
>
> On 2022-12-27 13:58, David H wrote:
> >
On 12/27/2022 2:00 PM, Steve Butler wrote:
If I paid today and enter the transaction today it should have today's
date on it.
Especially if paid with cash. If I wrote a check I must be ready for
them to go immediately to the bank and cash it
I think misunderstood?
Yes of course, if you
Not preferences, but File » Properties » Accounts » Day Threshold for
read-only transactions.
Stan Brown
Tehachapi, CA, USA
https://BrownMath.com
On 2022-12-27 13:58, David H wrote:
> Stan,
>
> There doesn't seem to be an option/preference to restrict txns entered
> using N days before today
Hi Christopher,
Yes this is a good idea, I have inadvertently updated the wrong date on a
txn that had already been reconciled a year or 2 ago and had to go looking
for it again to fix it up. Are the existing warnings documented anywhere
in one place - will check the wiki and see if I can find
Stan,
There doesn't seem to be an option/preference to restrict txns entered
using N days before today anymore - version 4.13 of Gnucash on
Windows/MacOS - presumably it's been removed as it wasn't considered very
helpful or age has caught up with me and I'm slowly going blind :-)
Cheers David
On Tue, 27 Dec 2022 at 16:43, Stan Brown wrote:
>
>
> A related feature I _would_ like to see is the ability to specify a date
> range within which no new transactions could be entered. I would use
> that to prevent myself from unintentionally changing transactions from
> prior years. The
If I paid today and enter the transaction today it should have today's date
on it.
Especially if paid with cash. If I wrote a check I must be ready for them
to go immediately to the bank and cash it
On Tue, Dec 27, 2022, 10:52 Michael or Penny Novack <
stepbystepf...@comcast.net> wrote:
>
>
>
If you create a bill, then entering multiple items then defaults to the
original date. However, once posted, the next thing to do is pay it. The
payment date defaults to the current date.
Just pointing out again, but accounting (and gnucash) not a "real tine"
activity. The CORRECT date to
Stan, I did forget to include the same session reference, that is a good
point. I think it has worked that way since much further back than
2.6.19!!!
David Kirby appears to be complaining about the behavior of some business
features which seem to not be following that same general behavior. I
On Tue, 27 Dec 2022, 8:44 pm Stan Brown, wrote:
>
>
> A related feature I _would_ like to see is the ability to specify a date
> range within which no new transactions could be entered. I would use
> that to prevent myself from unintentionally changing transactions from
> prior years. The
On 2022-12-26 16:27, David Carlson wrote:
> When entering more than one transaction in a session, new transactions
> default to the same date last used, so the existing shortcuts metioned in a
> previous comment often work.
I think that should be "new transactions default to the same date last
Dr. Kirkby,
While I understand the requirements for not editing existing transactions, I'll
note that in your initial post, you mentioned going back to a backup and
re-entering the transaction. Not to put too much of an emphasis here, but how
does editing the date differ from opening a backup
I admit that I do not use business features. I don't know how they work.
On Mon, Dec 26, 2022, 11:51 PM Dr. David Kirkby <
drkir...@kirkbymicrowave.co.uk> wrote:
> On Tue, 27 Dec 2022 at 00:27, David Carlson
> wrote:
>
>> When entering more than one transaction in a session, new transactions
On Tue, 27 Dec 2022 at 00:27, David Carlson
wrote:
> When entering more than one transaction in a session, new transactions
> default to the same date last used, so the existing shortcuts metioned in a
> previous comment often work.
>
If you create a bill, then entering multiple items then
When entering more than one transaction in a session, new transactions
default to the same date last used, so the existing shortcuts metioned in a
previous comment often work.
If it happens that you are editing multiple historical transactions, they
are likely close together as well.
If I had
h Users
Subject: Re: [GNC] Feature request - prevent a transaction with todays date
On Mon, 26 Dec 2022 at 19:22, William Prescott
wrote:
> Your post puzzles me.
>
> > I am trying to enter some transactions from March. Every now and again I
> > forget to change the date on someth
On Mon, 26 Dec 2022 at 19:22, William Prescott
wrote:
> Your post puzzles me.
>
> > I am trying to enter some transactions from March. Every now and again I
> > forget to change the date on something, so I get today’s date. Then I
> have
> > to go back to a backup file.
>
>
> Why? Can't you just
Your post puzzles me.
> I am trying to enter some transactions from March. Every now and again I
> forget to change the date on something, so I get today’s date. Then I have
> to go back to a backup file.
Why? Can't you just edit the date on the transaction and change it.
> It would be nice
"Go to a backup file" Why? You know you can change the date on a
transaction after it has been entered, right? You can use the "+" and
"-" keys to move up and down as many days as you want. The transactions
are not permanently entered and unalterable.
About 90% or more of the transactions I
I am trying to enter some transactions from March. Every now and again I
forget to change the date on something, so I get today’s date. Then I have
to go back to a backup file. It would be nice when entering historical
transactions if it was impossible to use todays date - one is forced to
change
...@live.com<mailto:gmccol...@gyleshomes.com> email
From: gnucash-user on
behalf of M
Sent: Tuesday, October 11, 2022 10:50 AM
To: gnucash-user@gnucash.org
Subject: [GNC] Feature Request - Totals in Search Results
First, thanks to all the
First, thanks to all the great contributors to this project. Gnucash has
really matured during the 3+ years I've been using it. Thanks again.
Second, I have a quick feature request. When conducting a search (Edit
-> Find...) it would be very useful if the results would populate with a
It used to work the way you want a long time ago, but it was so long ago
that it might require a feature request now. I have a bug open, though,
and they have provided a workaround of sorts in the latest versions.
There is now an "Append" checkbox in the transaction matcher, which will
keep
--
> > *From:* gnucash-user
> > on behalf of Eric
> > H. Bowen via gnucash-user
> > *Sent:* Friday, April 29, 2022 8:09 PM
> > *To:* gnucash-user@gnucash.org
> > *Subject:* [GNC] Feature Request/Workaround Info: Preser
com <mailto:gmccol...@gyleshomes.com>email
> >>
> >>
> >> *From:* gnucash-user
> >> on behalf of Eric
> >> H. Bowen via gnucash-user
> >> *Sent:* Friday, April
9, 2022 8:09 PM
*To:* gnucash-user@gnucash.org
*Subject:* [GNC] Feature Request/Workaround Info: Preserve "Notes"
Field?
There is an issue which has been bugging me for some time with regard to
OFX/QFX imports: At least from my credit cards/financial institution,
when data is
on behalf of Eric
H. Bowen via gnucash-user
*Sent:* Friday, April 29, 2022 8:09 PM
*To:* gnucash-user@gnucash.org
*Subject:* [GNC] Feature Request/Workaround Info: Preserve "Notes" Field?
There is an issue which has been bugging me for some time with regard to
OFX/QFX imports: At lea
. Bowen via gnucash-user
Sent: Friday, April 29, 2022 8:09 PM
To: gnucash-user@gnucash.org
Subject: [GNC] Feature Request/Workaround Info: Preserve "Notes" Field?
There is an issue which has been bugging me for some time with regard to
OFX/QFX imports: At least from my credit cards/finan
Mobile
gmccol...@live.com<mailto:gmccol...@gyleshomes.com> email
From: gnucash-user on
behalf of Eric H. Bowen via gnucash-user
Sent: Friday, April 29, 2022 8:09 PM
To: gnucash-user@gnucash.org
Subject: [GNC] Feature Request/Workaround Info: Pr
There is an issue which has been bugging me for some time with regard to
OFX/QFX imports: At least from my credit cards/financial institution,
when data is imported it overwrites the existing data in both the
"Description" and the "Notes" field...and, nine times out of ten, the
QFX "Notes"
@Wm
Thanks for your patient explanation!
>>
Don't use the orphans for long, *always* move the tx to an appropriate account
unless you are the sort of person that throws all their financial documents in
a drawer and sorts them out only when they have to.
<<
I was unable to use (e.g. move) the
On 27/10/2018 13:30, rsbrux via gnucash-user wrote:
You can just move the account, but the transaction currency is immutable so you
will have to delete and re-create the transaction.
As for adding a trading currency to the security editor, it’s possible but the
code for creating transaction
> On Oct 27, 2018, at 5:30 AM, rsbrux wrote:
>
>>>
> You can just move the account, but the transaction currency is immutable so
> you will have to delete and re-create the transaction.
>
> As for adding a trading currency to the security editor, it’s possible but
> the code for creating
> On Oct 21, 2018, at 2:51 AM, rsbrux via gnucash-user
> wrote:
>
> I have been repeatedly frustrated by my failure to remember this advice from
> https://wiki.gnucash.org/wiki/Stocks/add_stock#Stocks_noted_in_foreign_currency
>
> >>
>
> If you start your first (buy) transaction from your
I have been repeatedly frustrated by my failure to remember this advice
from
https://wiki.gnucash.org/wiki/Stocks/add_stock#Stocks_noted_in_foreign_currency
>>
If you start your first (buy) transaction from your stock account, the
currency of the parent account will be used. Assuming your
Hi,
Am 19.05.2018 um 22:05 schrieb Geert Janssens:
:
>> Do you think the 'select all' should be a menu item in a drop down (say the
>> reconcile top level menu?) or on the menu bar as a stand alone button?
>>
> I would prefer to add it to the reconcile top level menu.
Because it is a standard
I've looked over window-reconcile.c and see the section on the menus.
Odd question, how do I actually learn how to do this. I've read up on gtk,
glade and see in the code where the menu items are coded.
Do I edit the actual file via gedit (geany) or do I use glade? I'm sure I
can learn the
I did not know that, however the ctr-A is a well-known keystroke combo.
I’ll do some reading :)
D
Sent from my iPhone
> On May 18, 2018, at 8:12 AM, Geert Janssens
> wrote:
>
> Op vrijdag 18 mei 2018 13:10:24 CEST schreef Dennis Powless:
>> I would like to
Op vrijdag 18 mei 2018 13:10:24 CEST schreef Dennis Powless:
> I would like to suggest a feature request. I would be willing to learn how
> to do it if someone could point me in the right direction on how to
> accomplish this. Would love to learn how to work with GN. I'll give it a
> go.
>
>
I would like to suggest a feature request. I would be willing to learn how
to do it if someone could point me in the right direction on how to
accomplish this. Would love to learn how to work with GN. I'll give it a
go.
Would love to have a select all option for the account reconcile. I have
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