Re: [GNC] Feature request - prevent a transaction with todays date

2022-12-29 Thread R Losey
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),

Re: [GNC] Feature request - prevent a transaction with todays date

2022-12-29 Thread david whiting
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

Re: [GNC] Feature request - prevent a transaction with todays date

2022-12-28 Thread David H
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

Re: [GNC] Feature request - prevent a transaction with todays date

2022-12-28 Thread Michael or Penny Novack
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

Re: [GNC] Feature request - prevent a transaction with todays date

2022-12-28 Thread Michael or Penny Novack
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

Re: [GNC] Feature request - prevent a transaction with todays date

2022-12-28 Thread Dr. David Kirkby
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

Re: [GNC] Feature request - prevent a transaction with todays date

2022-12-28 Thread Adrien Monteleone
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

Re: [GNC] Feature request - prevent a transaction with todays date

2022-12-28 Thread Adrien Monteleone
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

Re: [GNC] Feature request - prevent a transaction with todays date

2022-12-28 Thread Adrien Monteleone
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

Re: [GNC] Feature request - prevent a transaction with todays date

2022-12-28 Thread R Losey
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

Re: [GNC] Feature request - prevent a transaction with todays date

2022-12-28 Thread R Losey
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

Re: [GNC] Feature request - prevent a transaction with todays date

2022-12-28 Thread R Losey
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

Re: [GNC] Feature request - prevent a transaction with todays date

2022-12-27 Thread Dr. David Kirkby
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

Re: [GNC] Feature request - prevent a transaction with todays date

2022-12-27 Thread Peter West
> 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

Re: [GNC] Feature request - prevent a transaction with todays date

2022-12-27 Thread Adrien Monteleone
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

Re: [GNC] Feature request - prevent a transaction with todays date

2022-12-27 Thread Adrien Monteleone
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

Re: [GNC] Feature request - prevent a transaction with todays date

2022-12-27 Thread Adrien Monteleone
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

Re: [GNC] Feature request - prevent a transaction with todays date

2022-12-27 Thread Dr. David Kirkby
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

Re: [GNC] Feature request - prevent a transaction with todays date

2022-12-27 Thread Dr. David Kirkby
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,

Re: [GNC] Feature request - prevent a transaction with todays date

2022-12-27 Thread Stan Brown
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

Re: [GNC] Feature request - prevent a transaction with todays date

2022-12-27 Thread Dr. David Kirkby
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

Re: [GNC] Feature request - prevent a transaction with todays date

2022-12-27 Thread Dr. David Kirkby
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

Re: [GNC] Feature request - prevent a transaction with todays date

2022-12-27 Thread Stan Brown
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

Re: [GNC] Feature request - prevent a transaction with todays date

2022-12-27 Thread David H
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: > >

Re: [GNC] Feature request - prevent a transaction with todays date

2022-12-27 Thread Michael or Penny Novack
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

Re: [GNC] Feature request - prevent a transaction with todays date

2022-12-27 Thread Stan Brown
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

Re: [GNC] Feature request - prevent a transaction with todays date

2022-12-27 Thread David H
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

Re: [GNC] Feature request - prevent a transaction with todays date

2022-12-27 Thread David H
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

Re: [GNC] Feature request - prevent a transaction with todays date

2022-12-27 Thread Dr. David Kirkby
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

Re: [GNC] Feature request - prevent a transaction with todays date

2022-12-27 Thread Steve Butler
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: > > >

Re: [GNC] Feature request - prevent a transaction with todays date

2022-12-27 Thread Michael or Penny Novack
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

Re: [GNC] Feature request - prevent a transaction with todays date

2022-12-27 Thread David Carlson
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

Re: [GNC] Feature request - prevent a transaction with todays date

2022-12-27 Thread Christopher Lam
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

Re: [GNC] Feature request - prevent a transaction with todays date

2022-12-27 Thread Stan Brown
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

Re: [GNC] Feature request - prevent a transaction with todays date

2022-12-27 Thread David T. via gnucash-user
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

Re: [GNC] Feature request - prevent a transaction with todays date

2022-12-26 Thread David Carlson
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

Re: [GNC] Feature request - prevent a transaction with todays date

2022-12-26 Thread Dr. David Kirkby
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

Re: [GNC] Feature request - prevent a transaction with todays date

2022-12-26 Thread David Carlson
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

Re: [GNC] Feature request - prevent a transaction with todays date

2022-12-26 Thread Gyle McCollam
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

Re: [GNC] Feature request - prevent a transaction with todays date

2022-12-26 Thread Dr. David Kirkby
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

Re: [GNC] Feature request - prevent a transaction with todays date

2022-12-26 Thread William Prescott
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

Re: [GNC] Feature request - prevent a transaction with todays date

2022-12-26 Thread Ken Farley
"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

[GNC] Feature request - prevent a transaction with todays date

2022-12-26 Thread Dr. David Kirkby
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