Re: [GNC] importing or pasting reports into spreadsheets

2024-04-14 Thread Chris Skudder
GnuCash 5.4 flatpak, LibreOffice 7.3.7.2) On 4/14/24 02:01, gnucash-user-requ...@gnucash.org wrote: Date: Sat, 13 Apr 2024 20:53:32 -0500 From: David Carlson To: "gnucash-user@gnucash.org" Subject: [GNC] importing

Re: [GNC] importing or pasting reports into spreadsheets

2024-04-14 Thread Maria Inmaculada de la Torre
Hello David, I do the same for my reports but paste it into Excel and whenever I had that issue I either use powerquery for the clean up or more quick and dirty approach of using functions to extract the correct figures, some MID/RIGHT function, within the CLEAN one wrapping the result and if you

Re: [GNC] importing or pasting reports into spreadsheets

2024-04-13 Thread Alan Hopkins
Hi David When you paste into Calc (I'll assume you are using Ctrl-v), you should get an Import options screen pop up in which you can tick a box "Detect special numbers (such as dates). I find this works for me (using different versions of Linux on differing hardware) I hope that helps! Cheers

[GNC] importing or pasting reports into spreadsheets

2024-04-13 Thread David Carlson
I have found that I can select the text of reports directly in GnuCash, then paste it into a Libre Office Calc spreadsheet. The problem then is that values are preceded with a dollar sign in the US and it seems that they are not currency numbers but some form of text, as numeric operators do not

Re: [GNC] Importing Reports into LO Calc

2024-03-09 Thread Adrien Monteleone
You can certainly set that as a style in Calc. Regards, Adrien On 3/9/24 9:01 PM, Robert Heller wrote: I think the OP's issue is the fact that Calc does not preserve the red coloring of the negative numbers. The red coloring of the negative numbers is something *GnuCash* is doing as a "good

Re: [GNC] Importing Reports into LO Calc

2024-03-09 Thread David H
Hi Robert, If I copy and paste a Gnucash report directly into LibreOffice Calc (version 7.6.4.1 on Win10) everything is black as expected except for the negative numbers that are red which is what I also expected to happen ? Not sure what's happening with OP's calc. Cheers David H. On Sun, 10

Re: [GNC] Importing Reports into LO Calc

2024-03-09 Thread Robert Heller
I think the OP's issue is the fact that Calc does not preserve the red coloring of the negative numbers. The red coloring of the negative numbers is something *GnuCash* is doing as a "good accounting practice", but the Calc is not doing. At Sat, 9 Mar 2024 18:13:04 -0600

Re: [GNC] Importing Reports into LO Calc

2024-03-09 Thread Adrien Monteleone
1. Export Report 2. Open Calc 3. Open the report file in Calc. Result is the report imported into cells based on the html table. or 1. Export Report 2. Open Calc 3. Click 'Sheet' Menu, then 'Insert Sheet from file...' and select the exported report file. Answer the dialogs, result is same as

Re: [GNC] Importing Reports into LO Calc

2024-03-09 Thread Abe Sternberg
Thanks.  It may be best if I start this thread again.  I sincerely appreciate your taking the time to get me knowledgeable. Abe On 3/9/2024 15:35, David H wrote: Abe, You can't include/paste pictures inline on the Gnucash mailing list so they didn't show up :-(  You have to either save each

Re: [GNC] Importing Reports into LO Calc

2024-03-09 Thread David Cousens
Abe, The default colors which come up in Calc are going to depend upon its preference settings and any formatting already set in Calc before importing. GnuCash has no control over that. Cal's cell "currency" setting has the option of negative numbers appearing in red. If you format all cells

Re: [GNC] Importing Reports into LO Calc

2024-03-09 Thread David H
Abe, You can't include/paste pictures inline on the Gnucash mailing list so they didn't show up :-( You have to either save each pic as a file and attach them to your email or I've found that you can get away with pasting 1 pic as the very last thing in your email and it makes it. Cheers David

Re: [GNC] Importing Reports into LO Calc

2024-03-09 Thread Robert Heller
At Sat, 9 Mar 2024 11:41:31 -0500 Abe Sternberg wrote: > > I guess I am a bit dense - old age will do that to you.  Let me try and > be a bit more specific on my actions and the errors I get. Below is a > screenshot of a budget performance report in GnuCash. > > > > Next, I export it to

Re: [GNC] Importing Reports into LO Calc

2024-03-09 Thread Abe Sternberg
I guess I am a bit dense - old age will do that to you.  Let me try and be a bit more specific on my actions and the errors I get. Below is a screenshot of a budget performance report in GnuCash. Next, I export it to the folder I want it in and open it in Calc. The file opens in a browser

Re: [GNC] Importing Reports into LO Calc

2024-03-08 Thread Adrien Monteleone
Abe, next time, please start a new thread by sending a new message to the list rather than replying to someone else's. As for how to get reports into Calc, I usually copy/paste, but you can also just 'open' the exported report, or you can 'insert sheet from file' into an existing workbook.

[GNC] Importing Reports into LO Calc

2024-03-08 Thread Abe Sternberg
After a long hiatus from GnuCash and preparing reports, I find that I am back in that business.  The good news is that I am good to go on getting my reports structured the way I want. The bad news is that now I can't figure out how to import the HTML report into Calc.  I have tried everything

Re: [GNC] Importing from one gnucash file to another

2024-01-16 Thread John Ralls
It's part of CSV import. It has been there for a long time but didn't work very well until Geert rewrote the CSV importer for GnuCash 4. Use File>Export>Transactions to CSV to create a CSV file then File>Import>Import Transactions from CSV and click the Multi-Split box under File Format on the

Re: [GNC] Importing from one gnucash file to another

2024-01-16 Thread Adrien Monteleone
I've never used it myself, but I recall a discussion when the feature was added, I think for 4.x but it could have been earlier. Regards, Adrien On 1/16/24 5:16 AM, David H wrote: James, I may be mis-remembering but I seem to recall when importing txns some time ago there was a checkbox or

Re: [GNC] Importing from one gnucash file to another

2024-01-16 Thread David H
James, I may be mis-remembering but I seem to recall when importing txns some time ago there was a checkbox or option to specify the file to be imported was in Gnucash format ? Do you see this? Have you selected it ? Regards David H. On Tue, 16 Jan 2024 at 06:33, James Wilde wrote: > I am

Re: [GNC] Importing from one gnucash file to another

2024-01-15 Thread Jim DeLaHunt
James: On 2024-01-15 03:59, James Wilde wrote: I am rationalising my accounting in Gnucash and have previously had one instance of Gnucash for each year.  I now would like to load an [earlier year's data] into the current year.  I have exported the earlier year as a csv file (I have used

[GNC] Importing from one gnucash file to another

2024-01-15 Thread James Wilde
I am rationalising my accounting in Gnucash and have previously had one instance of Gnucash for each year.  I now would like to load an eyara into the current year.  I have exported the earlier year as a csv file (I have used semi-colons instead of commas) but when I go to the current year to

Re: [GNC] Importing stock prices from a CSV file

2023-10-02 Thread john
> On Oct 2, 2023, at 01:46, flywire wrote: > > While importing csv files is only really explained in the manual > (not the guide) in terms of transactions, there is a lot of supporting https://www.gnucash.org/docs/v5/C/gnucash-manual/trans-import.html#trans-import-csv > > > information for

Re: [GNC] Importing stock prices from a CSV file

2023-10-02 Thread flywire
While importing csv files is only really explained in the manual https://www.gnucash.org/docs/v5/C/gnucash-manual/trans-import.html#trans-import-csv (not the guide) in terms of transactions, there is a lot of supporting information for the Price Import Assistant in

Re: [GNC] Importing stock prices from a CSV file

2023-10-01 Thread flywire
Can we focus this back on improving the clarity of the Price Import Assistant? The first page is essentially the full documentation of the process. https://github.com/Gnucash/gnucash/blob/5.4/gnucash/gtkbuilder/assistant-csv-price-import.glade#L55 uses the column labels: Date, Amount, From

Re: [GNC] Importing stock prices from a CSV file

2023-10-01 Thread Kalpesh Patel
' Cc: 'Gnucash Users' Subject: RE: [GNC] Importing stock prices from a CSV file Just to remove any confusion, the CSV format of the importing stock prices as of GNC v4.18 is as follows (which I don’t believe has changed in later and 5.x version)... "NAME_SPACE","TICKER_SYMB

Re: [GNC] Importing stock prices from a CSV file

2023-10-01 Thread Kalpesh Patel
lob/main/yahoo_finance/get_historic_quotes.py for details if you are knowledged in Python. https://github.com/ka-patel/dl_quotes/blob/main/yahoo_finance/README.md has additional details... -Original Message- From: flywire Sent: Saturday, September 30, 2023 6:46 PM To: Ove Grunnér Cc: Gnuc

Re: [GNC] Importing stock prices from a CSV file

2023-09-30 Thread flywire
Yes Ove, clearly there is more to it as demonstrated by your example. I can see the importer is using Commodity, Price Database uses Security, and Security Editor uses Namespace and Symbol. https://www.gnucash.org/docs/v5/C/gnucash-guide/gnc-gloss.html doesn't help much.

Re: [GNC] Importing stock prices from a CSV file

2023-09-30 Thread Ove Grunnér
Hi, if it helps, this is what an import file can look like when importing stock prices. the name space for stocks is the same name space you see in the security editor Menu -> Tools:Security Editor. So if you call the namespace for a stock e.g. NASDAQ when you create the stock, then that will

Re: [GNC] Importing stock prices from a CSV file

2023-09-30 Thread flywire
The process works but the Price Import Assistant Summary description and poor user interface labels are confusing. I use csv import all the time but this is so bad I can't understand it. [the minimum columns] are Date, Amount, From Namespace, From Symbol and Currency To. If all entries are for

Re: [GNC] Importing stock prices from a CSV file

2023-09-29 Thread sunfish62--- via gnucash-user
I'll refer you to a process I sent in to the lists a while back. https://lists.gnucash.org/pipermail/gnucash-user/2018-August/079430.html ⁣David T. ​ On Sep 30, 2023, 1:38 AM, at 1:38 AM, flywire wrote: >I'll work with the Price Import Assistant druid. Is it actually >documented? >I found

Re: [GNC] Importing stock prices from a CSV file

2023-09-29 Thread Ken Farley
I'm not sure about the process. I'm led to believe it's built into GnuCash and relatively simple to use? Here's a past discussion prompted by someone having difficulties  and eventually figuring it out: https://lists.gnucash.org/pipermail/gnucash-user/2018-August/079372.html Hopefully this

Re: [GNC] Importing stock prices from a CSV file

2023-09-29 Thread brad
Here's a couple of examples: https://wiki.gnucash.org/wiki/Importing_fund_or_stock_prices_from_an_OFX_file https://wiki.gnucash.org/wiki/Stocks/get_prices On 9/29/23 16:33, flywire wrote: I'll work with the Price Import Assistant druid. Is it actually documented? I found

Re: [GNC] Importing stock prices from a CSV file

2023-09-29 Thread flywire
I'll work with the Price Import Assistant druid. Is it actually documented? I found https://wiki.gnucash.org/wiki/CSV_Import/Export#Importing_Prices > ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to

[GNC] Importing stock prices from a CSV file

2023-09-29 Thread flywire
I have loaded my stock portfolio into GnuCash for tax reporting purposes. I'd like to update stock prices annually by importing the closing value for 30 June from a csv. Can someone give me a rundown on the required input and process? I'd be happy to add it to

Re: [GNC] Importing data from QuickBooks Online

2023-07-06 Thread Tom Olin via gnucash-user
repaid and when federal taxes are paid. >>>>> >>>>>> On Jul 3, 2023, at 5:41 PM, Ken Pyzik >>>>> <mailto:py...@outlook.com> <mailto:py...@outlook.com >>>>>> <mailto:py...@outlook.com>>> wrote: >>>>>>

Re: [GNC] Importing data from QuickBooks Online

2023-07-06 Thread Vincent Dawans
hange flag or some other thing to the data to prevent you >> from exporting it as easy as it used to be. This could be the discrepancy >> you are experiencing. In other words, to prevent people from doing what >> you are exactly trying to do -- they may have placed a simple da

Re: [GNC] Importing data from QuickBooks Online

2023-07-05 Thread Tom Olin via gnucash-user
gave a one-year period where >>>>> you could export data. While this may be a stretch, I believe that they >>>>> may have somehow added a change flag or some other thing to the data to >>>>> prevent you from exporting it as easy as

Re: [GNC] Importing data from QuickBooks Online

2023-07-04 Thread Vincent Dawans
rectly and the next does not. Just my two cents -- for what it is worth > ( which could be nothing at all!) > > Ken > > -Original Message- > From: gnucash-user mailto:outlook@gnucash.org >> On Behalf Of > Tom Olin via gnucash-user > Sent: Monday, July 3, 2023 1

Re: [GNC] Importing data from QuickBooks Online

2023-07-04 Thread Tom Olin via gnucash-user
repancy you are experiencing. In other words, to prevent people from >>>> doing what you are exactly trying to do -- they may have placed a simple >>>> data offset or some other thing into the data to prevent easy export. >>>> Again, this could be a stretch

Re: [GNC] Importing data from QuickBooks Online

2023-07-04 Thread Tom Olin via gnucash-user
data offset or some other thing into the data to prevent easy export. >> > Again, this could be a stretch -- but it would explain why one year comes >> > over correctly and the next does not. Just my two cents -- for what it is >> > worth ( which co

Re: [GNC] Importing data from QuickBooks Online

2023-07-03 Thread Vincent Dawans
u from exporting it as easy as it used to be. This could be the >>> discrepancy you are experiencing. In other words, to prevent people from >>> doing what you are exactly trying to do -- they may have placed a simple >>> data offset or some other thing into the data to p

Re: [GNC] Importing data from QuickBooks Online

2023-07-03 Thread Vincent Dawans
ts -- for what it is worth >> ( which could be nothing at all!) >> > >> > Ken >> > >> > -Original Message- >> > From: gnucash-user >> On Behalf Of Tom Olin via gnucash-user >> > Sent: Monday, July 3, 2023 1:55 PM >> > To:

Re: [GNC] Importing data from QuickBooks Online

2023-07-03 Thread Tom Olin via gnucash-user
> correctly and the next does not. Just my two cents -- for what it is worth > > ( which could be nothing at all!) > > > > Ken > > > > -Original Message- > > From: gnucash-user > <mailto:outlook....@gnucash.org>> On Behalf Of Tom Olin via gnucash-

Re: [GNC] Importing data from QuickBooks Online

2023-07-03 Thread Vincent Dawans
gnucash-user > On Behalf Of Tom Olin via gnucash-user > > Sent: Monday, July 3, 2023 1:55 PM > > To: Kalpesh Patel > > Cc: gnucash-user@gnucash.org > > Subject: Re: [GNC] Importing data from QuickBooks Online > > > > Good shot, but no, date formats are consis

Re: [GNC] Importing data from QuickBooks Online

2023-07-03 Thread Tom Olin via gnucash-user
On > Behalf Of Tom Olin via gnucash-user > Sent: Monday, July 3, 2023 1:55 PM > To: Kalpesh Patel > Cc: gnucash-user@gnucash.org > Subject: Re: [GNC] Importing data from QuickBooks Online > > Good shot, but no, date formats are consistent. > > -- > Tom > >

Re: [GNC] Importing data from QuickBooks Online

2023-07-03 Thread Tom Olin via gnucash-user
en > > -Original Message- > From: gnucash-user On > Behalf Of Tom Olin via gnucash-user > Sent: Monday, July 3, 2023 1:55 PM > To: Kalpesh Patel > Cc: gnucash-user@gnucash.org > Subject: Re: [GNC] Importing data from QuickBooks Online > > Good shot, but no, date f

Re: [GNC] Importing data from QuickBooks Online

2023-07-03 Thread Ken Pyzik
: gnucash-user On Behalf Of Tom Olin via gnucash-user Sent: Monday, July 3, 2023 1:55 PM To: Kalpesh Patel Cc: gnucash-user@gnucash.org Subject: Re: [GNC] Importing data from QuickBooks Online Good shot, but no, date formats are consistent. -- Tom The federal government imposes a tax on you so YOU

Re: [GNC] Importing data from QuickBooks Online

2023-07-03 Thread Tom Olin via gnucash-user
To: Jean L > Cc: gnucash-user@gnucash.org > Subject: Re: [GNC] Importing data from QuickBooks Online > > Jean, > > Thanks for that. I did play with a few similar options but couldn’t get > anything to work easily. Some were aimed more at Quicken or QuickBooks > desk

Re: [GNC] Importing data from QuickBooks Online

2023-07-03 Thread Kalpesh Patel
, July 03, 2023 12:14 PM To: Jean L Cc: gnucash-user@gnucash.org Subject: Re: [GNC] Importing data from QuickBooks Online Jean, Thanks for that. I did play with a few similar options but couldn’t get anything to work easily. Some were aimed more at Quicken or QuickBooks desktop instead

Re: [GNC] Importing data from QuickBooks Online

2023-07-03 Thread Tom Olin via gnucash-user
All records came from the same account tree at the same time. We need more straws!!! :-) -- Tom How many dollars would you own if the federal government had balanced its budget every year since the founding of our country? (Hint: It’s an exact number.) > On Jul 3, 2023, at 2:32 PM, David

Re: [GNC] Importing data from QuickBooks Online

2023-07-03 Thread David Reiser via gnucash-user
Really grasping at straws now, but invisible characters/extra spaces in the 2022 account names? -- Dave Reiser dbrei...@icloud.com > On Jul 3, 2023, at 12:29 PM, Tom Olin wrote: > > David, > > Both import files were generated from the same 2-year QBO export, so they > have identical

Re: [GNC] Importing data from QuickBooks Online

2023-07-03 Thread Tom Olin via gnucash-user
David, Both import files were generated from the same 2-year QBO export, so they have identical structure. The process was: QBO export -> convert to CVS -> my script -> unified import file (CVS) The problem occurred identically whether I imported the unified file or just the 2022 data

Re: [GNC] Importing data from QuickBooks Online

2023-07-03 Thread Tom Olin via gnucash-user
Jean, Thanks for that. I did play with a few similar options but couldn’t get anything to work easily. Some were aimed more at Quicken or QuickBooks desktop instead of QuickBooks Online. As it turns out, my minimal script seems to work very well with this one weird anomaly. The nature of it

Re: [GNC] Importing data from QuickBooks Online

2023-07-03 Thread David Reiser via gnucash-user
So, the year isn’t the sticking point. If you look at the .xls files — one transaction from 2022 and one from 2023 — do you see a difference? If you move a 2023 transaction to 2022, does it import correctly, or fail? I’m guessing there’s a column missing in the 2022 xls file. -- Dave Reiser

Re: [GNC] Importing data from QuickBooks Online

2023-07-03 Thread Jean L
This may be slightly off topic, or too late to help, but... In github, there is a repository https://github.com/tim-rohrer/move2gnucash That seems pretty well setup to migrate your data from a quicken csv export to GC. I haven't used it, but I looked at it for a friend and it looked

Re: [GNC] Importing data from QuickBooks Online

2023-07-02 Thread Jim DeLaHunt
Tom: On 2023-07-02 15:10, Tom Olin via gnucash-user wrote: I’m attempting to import data from QuickBooks Online to GnuCash. I’ve written an awk script which appears to work well except for one major issue. What format is the data which you export from Quickbooks Online? CSV (Comma Separated

[GNC] Importing data from QuickBooks Online

2023-07-02 Thread Tom Olin via gnucash-user
I’m attempting to import data from QuickBooks Online to GnuCash. I’ve written an awk script which appears to work well except for one major issue. The data I’m importing spans the years 2022 and 2023. All 2023 transactions import cleanly, but all 2022 transactions import unbalanced, meaning I

Re: [GNC] Importing QFX

2023-04-08 Thread R Losey
It's on holiday. :) It will be back. On Sat, Apr 8, 2023 at 10:31 AM Alan Schold via gnucash-user < gnucash-user@gnucash.org> wrote: > I just upgraded to 5.0 and now can no longer find the QFX choice under > Import. Where did it go? > > ___ >

Re: [GNC] Importing QFX

2023-04-08 Thread Gyle McCollam
nucash-user Sent: Saturday, April 8, 2023 11:30 AM To: GNU Cash User Subject: [GNC] Importing QFX I just upgraded to 5.0 and now can no longer find the QFX choice under Import. Where did it go? ___ gnucash-user mailing list gnucash-user@gnucash.org To

[GNC] Importing QFX

2023-04-08 Thread Alan Schold via gnucash-user
I just upgraded to 5.0 and now can no longer find the QFX choice under Import. Where did it go? ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe:

Re: [GNC] importing

2023-02-18 Thread Adrien Monteleone
Gyle, You may be 'stuck' with having to just manually check those off during reconciliation this one time. They are already in your books, so the import failure is just a matter of auto-clearing them. It only takes a few seconds to either click them as cleared before reconciling or clicking

Re: [GNC] importing

2023-02-17 Thread Gyle McCollam
:57 AM To: Gyle McCollam Cc: David Reiser via gnucash-user ; ed...@billiau.net Subject: Re: [GNC] importing With regard to the import process, were the source files OFX/QFX, by chance? That file format includes unique transaction IDs to prevent reimport of previously imported transactions.

Re: [GNC] importing

2023-02-16 Thread David T. via gnucash-user
alf of ed...@billiau.net >Sent: Thursday, February 16, 2023 8:57 PM >To: gnucash-user@gnucash.org >Subject: Re: [GNC] importing > >On Thu, 16 Feb 2023 23:53:35 + >Gyle McCollam wrote: > >> I ran into a unique problem with a credit card import. I was buying >&

Re: [GNC] importing

2023-02-16 Thread Gyle McCollam
, Gyle McCollam Gyle McCollam gmccol...@live.com<mailto:gmccol...@gyleshomes.com> email From: gnucash-user on behalf of ed...@billiau.net Sent: Thursday, February 16, 2023 8:57 PM To: gnucash-user@gnucash.org Subject: Re: [GNC] importing On T

Re: [GNC] importing

2023-02-16 Thread edodd
On Thu, 16 Feb 2023 23:53:35 + Gyle McCollam wrote: > I ran into a unique problem with a credit card import. I was buying > gas at a station using a mastercard. The transaction was on my > credit card as pending, but would disappear and not be on my bill. > This went on for 6 months, but

Re: [GNC] importing

2023-02-16 Thread David Carlson
Hopefully that is a problem caused by the import being based on posting dates rather than transaction dates. Then it should be possible to sort it out by looking at the monthly statement and manually changing the transaction dates if you want to go by transaction dates or as an alternate

[GNC] importing

2023-02-16 Thread Gyle McCollam
I ran into a unique problem with a credit card import. I was buying gas at a station using a mastercard. The transaction was on my credit card as pending, but would disappear and not be on my bill. This went on for 6 months, but they finally corrected the problem and billed me for the 6

Re: [GNC] Importing csv files

2023-01-21 Thread Mark Bole
I *did* provide a "well-detailed example", as shown in my post copied below (one line with header info, one line of data).  But apparently no one looked at it to the point of finding my somewhat obvious error (not complaining, I realize this is a volunteer resource). So, the other thing I did

Re: [GNC] Importing csv files

2023-01-19 Thread David Carlson
Mark, The Help manual chapter 6 gives a good starting point to configuring a successful CSV transaction import. However, it does not describe importing accounts. GnuCash is supposed to be able to import anything that it can export, so if you try to find an existing account tree example in a

Re: [GNC] Importing csv files

2023-01-19 Thread flywire
There is no panacea for replacing QuickBooks with GnuCash but I'm starting to warm to the workarounds: * https://lists.gnucash.org/pipermail/gnucash-user/2022-February/099811.html - use tags instead of classes, the transaction report is the only one that supports filtering so other reports would

Re: [GNC] Importing csv files

2023-01-19 Thread Mark Bole
By coincidence, I too am trying to import my QuickBooks well-tuned COA into GnuCash via CSV files.  I already knew to try the things recommended in this thread but still have indeterminate results. I realize by now that with the time already invested (especially after I finish writing this), I

Re: [GNC] Importing csv files

2023-01-19 Thread R Losey
Also, do you really need to import data from Quickbooks? I used Quicken, not Quickbooks, but (by and large), I just started up GnuCash afresh and went back to Quicken only when I needed to look things up. Now that I'm years into GnuCash, I have had no need to go back to Quicken. On Wed, Jan

Re: [GNC] Importing CSV files

2023-01-19 Thread rick1 via gnucash-user
-level account to another - take 2 (David T.) -- Message: 1 Date: Thu, 19 Jan 2023 22:27:20 +1100 From: flywire To: rudy beuc Cc: Gnucash Users Subject: [GNC] Importing csv files Message-ID: Content-Type: text/p

Re: [GNC] Importing csv files

2023-01-19 Thread Michael or Penny Novack
On 1/19/2023 6:27 AM, flywire wrote: Make sure you understand what Gnucash offers as it could be a massive downgrade from Quickbooks. I use Quickbooks and GnuCash, each for different books because neither has all the features I need. Specifically, GnuCash does not support classes ... I

Re: [GNC] Importing csv files

2023-01-19 Thread Steve Brown
I've had very good results with this https://github.com/erikmack/qb-escape.git I had to back out the account code stuff in the most recent commit as it didn't work for my use case. The article referenced in the README was similarly helpful. Steve On Wed, 2023-01-18 at 19:29 -0600, rudy beuc

[GNC] Importing csv files

2023-01-19 Thread flywire
Make sure you understand what Gnucash offers as it could be a massive downgrade from Quickbooks. I use Quickbooks and GnuCash, each for different books because neither has all the features I need. Specifically, GnuCash does not support classes or automated GST (tax) for cash accounting (so I've

Re: [GNC] Importing csv files

2023-01-18 Thread Geoff
Hi Rudy The easiest way to learn is to set up a dummy GnuCash book with a few accounts and transactions (doubtless you have done this already as part of your evaluation), do an EXPORT from GnuCash, and study the structure of the CSV files produced by GnuCash. Hope this helps. Regards

Re: [GNC] Importing csv files

2023-01-18 Thread Adrien Monteleone
Welcome to GnuCash! I'm not sure there is any single discussion on this outside of what you'll find in the documentation. There are plenty of list threads on the topic in general, but most of them deal with a specific aspect, issue, error, etc. 'Best Practice' is to export small chunks and

[GNC] Importing csv files

2023-01-18 Thread rudy beuc
Hello, I'm trying to migrate from Quickbooks to GnuCash. I'd like to keep as much information as I can for record keeping. To that end I've first been trying to import my accounts structure in via a csv file and failing badly. Pre Christmas holidays I was getting an error message I could

Re: [GNC] Importing GIF: Unable to complete

2022-12-22 Thread David Carlson
Amar, Just sayin' If you imported your data into GnuCash 4.12 a month ago, then you only need to open that data file and import a months' data into GnuCash 4.13, not the whole thing. On Thu, Dec 22, 2022 at 9:50 PM Amar Khalifeh wrote: > I think the QIF file is fine. > I was able to import it

Re: [GNC] Importing GIF: Unable to complete

2022-12-22 Thread Amar Khalifeh
I think the QIF file is fine. I was able to import it into Moneyspire and Acemoney just now I was able to import a similar file (exported from Moneydance) into GnuCash less than a month ago. On Thu, Dec 22, 2022 at 4:01 PM David H wrote: > Amar, > > Please use "Reply All" to keep the

Re: [GNC] Importing GIF: Unable to complete

2022-12-22 Thread Amar Khalifeh
Yes, but it's over a month old. I was able to import a QIF file from the same source, Moneydance. Now, I'm trying the same process again with a more recent version. On Thu, Dec 22, 2022, 4:57 PM David Carlson wrote: > Amar, > > do you have a data file from a previous version of GnuCash? > > On

Re: [GNC] Importing GIF: Unable to complete

2022-12-22 Thread Liz Dodd
On Fri, 23 Dec 2022 08:01:44 +1000 David H wrote: > Amar, > > Please use "Reply All" to keep the conversation on the mailing list > so other users can chip in and help. Amar is not subscribed to the list. Any replies will wait for me to let them through. None waiting up to one minute ago.

Re: [GNC] Importing GIF: Unable to complete

2022-12-22 Thread David Carlson
Amar, do you have a data file from a previous version of GnuCash? On Thu, Dec 22, 2022 at 4:05 PM John Ralls wrote: > Please remember to copy the list on all replies. > > Looks like you had a ton of errors so it didn't load the file. > > Regards, > John Ralls > > > > On Dec 22, 2022, at 1:48

Re: [GNC] Importing GIF: Unable to complete

2022-12-22 Thread John Ralls
Please remember to copy the list on all replies. Looks like you had a ton of errors so it didn't load the file. Regards, John Ralls > On Dec 22, 2022, at 1:48 PM, Amar Khalifeh wrote: > > The file selection was done in the previous step, and I got the impression > that it was actually

Re: [GNC] Importing GIF: Unable to complete

2022-12-22 Thread David H
Amar, Please use "Reply All" to keep the conversation on the mailing list so other users can chip in and help. I rarely use any importers and are just offering suggestions that may or may not help :-) See John Ralls's reply which is probably more germane than mine. To me it looks like your

Re: [GNC] Importing GIF: Unable to complete

2022-12-22 Thread John Ralls
> On Dec 22, 2022, at 8:41 AM, Amar Khalifeh wrote: > > I just downloaded version 4.13 and am trying to import my QIF history. I go > through the import process and it seems to be working fine, but when I get > to the step where it asks if I want to load another file or continue (with >

Re: [GNC] Importing GIF: Unable to complete

2022-12-22 Thread David H
What OS ? How large is your QIF history file - perhaps it's still working on it and you need to give it more time ? Have you clicked on another Window and taken the focus away from you dialog ? Cheers David H. On Fri, 23 Dec 2022 at 06:50, Amar Khalifeh wrote: > I just downloaded version 4.13

[GNC] Importing GIF: Unable to complete

2022-12-22 Thread Amar Khalifeh
I just downloaded version 4.13 and am trying to import my QIF history. I go through the import process and it seems to be working fine, but when I get to the step where it asks if I want to load another file or continue (with "Next"), I find "Next" grayed out and none of the clickable buttons

Re: [GNC] Importing Transactions from CSV

2022-12-15 Thread M
*From:* gnucash-user on behalf of M *Sent:* Wednesday, December 14, 2022 11:15 PM *To:* gnucash-user@gnucash.org *Subject:* [GNC] Importing Transactions from CSV My credit card company recently stopped publishing their transactions in OFX format.  They now only offer

Re: [GNC] Importing Transactions from CSV

2022-12-15 Thread Murugan Muruganandam
-user@gnucash.org Subject: [GNC] Importing Transactions from CSV My credit card company recently stopped publishing their transactions in OFX format. They now only offer the transactions in CSV format. The issue I have is they list both deposits and withdrawals in the same "Amount&qu

Re: [GNC] Importing Transactions from CSV

2022-12-14 Thread David Cousens
Mike, Gnucash can import a single amount column with deposits as negative amounts and withdrawals as positive amounts without any problem. You may have to experiment with whether to apply the Deposits or Withdrawals header to that data column depending on how the bank has used the signs, to get a

Re: [GNC] Importing Transactions from CSV

2022-12-14 Thread rovero
. Joe -Original Message- From: gnucash-user On Behalf Of Jim DeLaHunt Sent: Wednesday, December 14, 2022 6:36 PM To: gnucash-user@gnucash.org Subject: Re: [GNC] Importing Transactions from CSV On 2022-12-14 18:15, M wrote: > My credit card company... only offer the transactions in

Re: [GNC] Importing Transactions from CSV

2022-12-14 Thread Jim DeLaHunt
On 2022-12-14 18:15, M wrote: My credit card company... only offer the transactions in CSV format. The issue I have is they list both deposits and withdrawals in the same "Amount" column.  They signify deposits as negative amounts, and withdrawals as positive amounts. As far as I can tell,

[GNC] Importing Transactions from CSV

2022-12-14 Thread M
My credit card company recently stopped publishing their transactions in OFX format.  They now only offer the transactions in CSV format. The issue I have is they list both deposits and withdrawals in the same "Amount" column.  They signify deposits as negative amounts, and withdrawals as

Re: [GNC] importing simple investment account

2022-11-20 Thread Sally Abrams via gnucash-user
Sorry Ken. > On Nov 20, 2022, at 7:20 PM, Ken Farley wrote: > > Um, I wasn't responding to your question, but rather to the one referenced > in the Subject. > ___ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription

Re: [GNC] importing simple investment account

2022-11-20 Thread Ken Farley
Um, I wasn't responding to your question, but rather to the one referenced in the Subject. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe:

Re: [GNC] importing simple investment account

2022-11-20 Thread Sally Abrams via gnucash-user
I’ll try downloading 4.12 and see if goes better. Thanks > On Nov 20, 2022, at 4:59 PM, Sally Abrams wrote: > > My current problem is I can’t even find the program. I haven’t even gotten > to transferring files because the program isn’t being found. The set up > program says it’s there.

Re: [GNC] importing simple investment account

2022-11-20 Thread Sally Abrams via gnucash-user
] importing simple investment account i'll try downloading 4.12 and see if it goes better. thanks -Original Message- From: Sally Abrams via gnucash-user To: Ken Farley Cc: gnucash-user@gnucash.org Sent: Sun, Nov 20, 2022 4:58 pm Subject: Re: [GNC] importing simple investment account My current

Re: [GNC] importing simple investment account

2022-11-20 Thread Sally Abrams via gnucash-user
i'll try downloading 4.12 and see if it goes better. thanks -Original Message- From: Sally Abrams via gnucash-user To: Ken Farley Cc: gnucash-user@gnucash.org Sent: Sun, Nov 20, 2022 4:58 pm Subject: Re: [GNC] importing simple investment account My current problem is I can’t even find

Re: [GNC] importing simple investment account

2022-11-20 Thread Sally Abrams via gnucash-user
My current problem is I can’t even find the program. I haven’t even gotten to transferring files because the program isn’t being found. The set up program says it’s there. But a search of my computer only comes up with the setup link. No icon. Not on start up menu. Not on list of programs.

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