New user with (probably) a stupid question...
Tracy
gnulist at vbot.org
Fri Aug 15 11:07:39 EDT 2014
Greetings,
I am a new user of GnuCash (version 2.4.11 - running on Windows 7,
64-bit). I am a (former) Quicken user, and exported all my data from
there and imported it into GnuCash.
The interface and some of the options took a bit of getting used to, but
I'm starting to be able to get around and work with the data (including
cleaning up some of the "laziness" from when I entered it all into
Quicken). But I've run into a couple of questions/issues that I haven't
been able to find an answer to.
1) When using the transaction register, especially when editing a
current transaction, is there a way to "cancel" the edit, and leave the
original transaction unchanged? As an example, consider that I have
opened the Expenses.Miscellaneous register (in preparation for cleaning
some of those up) and find the following transaction:
08/10/2014 <no num> Circle K
<no num> <no desc> Expenses.Miscellaneous 40.00
<no num> <no desc> Liabilities.Current.MCard 40.00
Let's say that I want to change Expenses.Miscellaneous to
Expenses.Auto.Fuel. But being fat-fingered, I accidentally start to type
over the Liabilities.Current.MCard. Now that account has been replaced
when I started typing Ex, and I don't remember what it is. Which is a
problem.
How do I "abort" the edit of this transaction? (I know I can close the
transaction register, and as long as I haven't pressed Enter or
otherwise accepted the change, I'll be prompted to save or discard the
change - but that seems a bit drastic.) In other apps, if I pressed the
Escape key at that point, the changes I made would be undone, and I
would be left with the original transaction... Is there a simple way to
have that happen in GnuCash?
2) Regarding "hot-key" setup. I found a page on the web that gave
information about how to set up hot-keys for various actions. I have not
yet tried to do this, but I was wondering if anyone could point me at a
list of "gotcha's" (things to avoid, or things to be sure are absolutely
correct) before I start playing. I don't want to mess something up badly
enough that it can't be fixed....
3) Regarding OFX direct-connect. While I have successfully downloaded
OFX/QFX data from my bank, and gotten it into GnuCash by importing the
OFX/QFX file, I would like to be able to set this up to do it
automatically in GnuCash. I have looked at the Tools > Online Banking
Setup, and walked through the wizards and such, but apparently I am
missing something reasonably obvious (or perhaps non-obvious, as this
appears to be a somewhat arcane area), as I am unable to retrieve a list
of accounts from the bank.
I have verified that I am using the correct user name and password (the
same ones I use to access online banking through my bank's web site).
However, every time I try to retrieve the list of accounts, I get "Error
parsing download" (that message is from memory, and may not be correctly
worded - but it doesn't matter as I'm about to show you what is not
being parsed correctly). When I turned on OFX logging and I looked at
the retrieved information, I find the following (note, user and password
information have been <redacted>):
Sending:
-------------------------------------
OFXHEADER:100
DATA:OFXSGML
VERSION:102
SECURITY:NONE
ENCODING:USASCII
CHARSET:1252
COMPRESSION:NONE
OLDFILEUID:NONE
NEWFILEUID:20140814223804.000
<OFX><SIGNONMSGSRQV1><SONRQ><DTCLIENT>20140814223804.000<USERID><redacted>
<USERPASS><redacted>
<LANGUAGE>ENG<FI><ORG>Huntington<FID>3701</FI><APPID>QWIN<APPVER>2300</SONRQ></SIGNONMSGSRQV1><SIGNUPMSGSRQV1><ACCTINFOTRNRQ><TRNUID>20140814223804.000<CLTCOOKIE>1<ACCTINFORQ><DTACCTUP>19691231</ACCTINFORQ></ACCTINFOTRNRQ></SIGNUPMSGSRQV1></OFX>
Received:
-------------------------------------
<!DOCTYPE HTML PUBLIC "-//IETF//DTD HTML//EN">
<!-- Copyright (C) 2000 Tivoli Systems, Inc. -->
<!-- Copyright (C) 1999 IBM Corporation -->
<!-- Copyright (C) 1998 Dascom, Inc. -->
<!-- All Rights Reserved. -->
<HTML>
<HEAD>
</HEAD>
<BODY>
<script language=javascript>
var s="";
switch(s) {
case "0x132120c8":
window.location = "/rol/Auth/login.aspx"+"?error="+s;
break;
default: window.location ="/rol/Auth/login.aspx";
break;
}
</script>
</BODY>
</HTML>
Now, the script shown in the received data would tend to make me think
it's an authentication problem, but as I said, I checked the user name
and password (multiple times, including making sure they are correctly
capitalized, etc). So I am left with the thought that I have something
incorrectly set up. But I am not able to find any information that would
point me in the direction of what needs to be changed. I can provide any
needed details on the setup - just let me know what's needed. Any pointers?
Any help or ideas appreciated.
Tracy
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