[GNC] gnucash-user Digest, Vol 233, Issue 9
davidcousens49 at gmail.com
davidcousens49 at gmail.com
Wed Aug 3 09:16:57 EDT 2022
James,
>From your earlier posts you are using Linux Mint. I didn't connect with your
post in another thread before.
If you have successfully installed GnuCash in Linux Mint it will appear in the
desktop menu which is activated by clicking on or hovering over an icon which
looks like LM in a circle in the bottom left hand corner of your screen. That
should bring up the menu. There are three columns in the panel. If you hover
over the icons in the LH column you will see a short description of the icon
function shown at the bottom of the menu panel towards the right. the icons in
this column are usually related to system configuration and software
installation.
The second column are categories/groupings of the installed applications and
the third column shows the applications which are available in a category when
it is selected in the second column.
r
GnuCash is normally installed in the Office category so if you click on the
Office icon, it should appear in the thirid column from which you can run it by
clicking on the Gnucash icon.
The top icon in the second column of the menu lists all applications in
alphabetical order in the third column. If it has somehow been installed under
another menu category/group you should find it in that list. If you can't find
it the All Applications list, then it is likely you have not managed to install
it correctly.
You can drag icons from the menu to a panel in the Taskbar just to the right of
the LM icon for quick startup of commonly used applications.
GnuCash should open the last data file you had open by default if you had saved
the data or it had been autosaved ( there is a User preference for doing that at
specified intervals (see Edit=>Preferences in the Gnucash menu). If a popup
comes up telling you it is locked, that means you exited the program without
closing the file. Use the Open Anyway button.
You can find online tutorials for Linux Mint and the Cinnamon desktop using a
Google search and there is also a Linux Mint forum you can join for more
difficult problems
David Cousens
On Wed, 2022-08-03 at 08:45 -0400, James Baxter via gnucash-user wrote:
> This is James Baxter, email kangaroo52 at yahoo.com
> Every time I down load the Gnucash. I lose it. Is there an icon or a dest top
> to click on.
> From what I see of the program. I am more interested in getting it going.
>
> If working with ? I can click on the dest top item.
> Still getting use to this
> James Baxter
> Kangaroo52 at yahoo.com
>
> Sent from my iPad
>
> > On Aug 3, 2022, at 8:37 AM, "gnucash-user-request at gnucash.org" <
> > gnucash-user-request at gnucash.org> wrote:
> >
> > Send gnucash-user mailing list submissions to
> > gnucash-user at gnucash.org
> >
> > To subscribe or unsubscribe via the World Wide Web, visit
> > https://lists.gnucash.org/mailman/listinfo/gnucash-user
> > or, via email, send a message with subject or body 'help' to
> > gnucash-user-request at gnucash.org
> >
> > You can reach the person managing the list at
> > gnucash-user-owner at gnucash.org
> >
> > When replying, please edit your Subject line so it is more specific
> > than "Re: Contents of gnucash-user digest..."
> >
> >
> > Today's Topics:
> >
> > 1. Re: MacOS - could not complete critical test of libdbi (john)
> > 2. Gnucash (James Baxter)
> > 3. Re: MacOS - could not complete critical test of libdbi (David H)
> > 4. Re: Gnucash (davidcousens49 at gmail.com)
> > 5. Re: Gnucash (David Carlson)
> > 6. Re: Gnucash (James Baxter)
> > 7. Re: Gnucash (David Carlson)
> > 8. Re: Gnucash (Adrien Monteleone)
> > 9. Re: Gnucash (Mahon Finbar)
> > 10. Re: Stumped on Mortgage Asst - Screenshots
> > (steve.schwandt at fastmail.com)
> >
> >
> > ----------------------------------------------------------------------
> >
> > Message: 1
> > Date: Tue, 2 Aug 2022 09:07:19 -0700
> > From: john <jralls at ceridwen.us>
> > To: km22 <km22 at gmx.com>
> > Cc: Mailing List Gnucash <gnucash-user at gnucash.org>
> > Subject: Re: [GNC] MacOS - could not complete critical test of libdbi
> > Message-ID: <45D305EE-7F4C-4B64-A869-39510555CA78 at ceridwen.us>
> > Content-Type: text/plain; charset=utf-8
> >
> > There may be some useful error messages in the trace file--see
> > https://wiki.gnucash.org/wiki/Tracefile. If you're also on macOS and using
> > version 11 or later console output is available again after many years of
> > being sent to /dev/null. Open /Applications/Utilities/Console, select your
> > computer from the sidebar, click start streaming in the middle of the
> > window, and run your GnuCash or DBBrowser session. When done return to
> > Console, click the pause button, and use the search bar for terms like
> > gnucash and sqlite.
> >
> > I've been encountering the DBI error intermittently in the last year or so
> > too. I can't make it happen consistently enough to debug it, and it has
> > never stopped me from being able to open a Sqlite3 file.
> >
> > Regards,
> > John Ralls
> >
> >
> > > On Aug 2, 2022, at 8:47 AM, km22 <km22 at gmx.com> wrote:
> > >
> > > I have downloaded DB Browser for Sqlite and have been trying different
> > > combinations of opening the file and remounting the drive and/or rebooting
> > > the system. As best as I can tell, after I open and close the file in
> > > Gnucash once, I cannot then re-open it with Gnucash nor DBBrowser. It
> > > seems the first time I open the file in Gnucash causes there to be a
> > > lock. I need to reboot the machine to open it again. I?ll experiment
> > > more but any ideas are welcome.
> > >
> > > Thanks,
> > > Ken
> > >
> > >
> > > > On 2 Aug 2022, at 23:15, km22 <km22 at gmx.com> wrote:
> > > >
> > > > Hi,
> > > >
> > > > I am a new user of MacOS having recently bought a MacBook Air (after
> > > > many years of being a Gnucash user on Windows and Linux).
> > > >
> > > > I was able to open my existing GnuCash file and add some
> > > > transactions. But after closing GnuCash and trying to re-open the file
> > > > I get the following error:
> > > >
> > > > GnuCash could not complete a critical test for the presence of a bug in
> > > > the "libdbi" library. This may be caused by a permissions
> > > > misconfiguration of your SQL database. Please see
> > > > https://bugs.gnucash.org/show_bug.cgi?id=645216 <
> > > > https://bugs.gnucash.org/show_bug.cgi?id=645216> for more information.
> > > >
> > > > This looks like a very old bug that was resolved long ago. I see
> > > > comment #19 suggests to copy the file but that did not work for me.
> > > >
> > > > Any other advice I should consider?
> > > >
> > > > My system is:
> > > > MacOS Monterey version 12.5.
> > > > GnuCash Version: 4.11, Build ID: 4.11+(2022-06-25)
> > > >
> > > > Thanks,
> > > > Ken
> > > >
> > > >
> > >
> > > _______________________________________________
> > > gnucash-user mailing list
> > > gnucash-user at gnucash.org
> > > To update your subscription preferences or to unsubscribe:
> > > https://lists.gnucash.org/mailman/listinfo/gnucash-user
> > > -----
> > > Please remember to CC this list on all your replies.
> > > You can do this by using Reply-To-List or Reply-All.
> >
> >
> > ------------------------------
> >
> > Message: 2
> > Date: Tue, 2 Aug 2022 15:26:23 -0400
> > From: James Baxter <kangaroo52 at yahoo.com>
> > To: gnucash-user at gnucash.org
> > Subject: [GNC] Gnucash
> > Message-ID: <487FAF39-5BC9-4958-A176-493ECC7E1BBF at yahoo.com>
> > Content-Type: text/plain; charset=utf-8
> >
> > This is James Baxter, email kangaroo52 at yahoo.com
> >
> > To let you all know, I think I am done with the program. I am looking at a
> > screen and it is wear you find all the icons. Not looking good.
> >
> > I placed two months of my bank statement in two times. I can?t find where I
> > placed.
> >
> > Thanks
> > James Baxter
> > Kangaroo52 at yahoo.com
> >
> > Sent from my iPad
> >
> >
> > ------------------------------
> >
> > Message: 3
> > Date: Wed, 3 Aug 2022 05:42:59 +1000
> > From: David H <hellvee at gmail.com>
> > To: john <jralls at ceridwen.us>
> > Cc: km22 <km22 at gmx.com>, Mailing List Gnucash
> > <gnucash-user at gnucash.org>
> > Subject: Re: [GNC] MacOS - could not complete critical test of libdbi
> > Message-ID:
> > <CA+5xQdrydteqN4Gd+T7bzfhvCsAXR-j=D1epy3jmCnaPNtN09Q at mail.gmail.com>
> > Content-Type: text/plain; charset="UTF-8"
> >
> > John,
> >
> > FWIW I also occasionally get this error on MacOS using the default xml
> > backend. Seems like it ignores my prefs and just opens a small Gnucash
> > window about 1/6th normal size. Clicking "File" on the menu options and
> > selecting my usual file from the last opened list re-opens the expected
> > file.
> >
> > Cheers David H.
> >
> >
> > > On Wed, 3 Aug 2022 at 02:08, john <jralls at ceridwen.us> wrote:
> > >
> > > There may be some useful error messages in the trace file--see
> > > https://wiki.gnucash.org/wiki/Tracefile. If you're also on macOS and
> > > using version 11 or later console output is available again after many
> > > years of being sent to /dev/null. Open /Applications/Utilities/Console,
> > > select your computer from the sidebar, click start streaming in the middle
> > > of the window, and run your GnuCash or DBBrowser session. When done return
> > > to Console, click the pause button, and use the search bar for terms like
> > > gnucash and sqlite.
> > >
> > > I've been encountering the DBI error intermittently in the last year or so
> > > too. I can't make it happen consistently enough to debug it, and it has
> > > never stopped me from being able to open a Sqlite3 file.
> > >
> > > Regards,
> > > John Ralls
> > >
> > >
> > > > On Aug 2, 2022, at 8:47 AM, km22 <km22 at gmx.com> wrote:
> > > >
> > > > I have downloaded DB Browser for Sqlite and have been trying different
> > > combinations of opening the file and remounting the drive and/or rebooting
> > > the system. As best as I can tell, after I open and close the file in
> > > Gnucash once, I cannot then re-open it with Gnucash nor DBBrowser. It
> > > seems the first time I open the file in Gnucash causes there to be a lock.
> > > I need to reboot the machine to open it again. I?ll experiment more but
> > > any ideas are welcome.
> > > > Thanks,
> > > > Ken
> > > >
> > > >
> > > > > On 2 Aug 2022, at 23:15, km22 <km22 at gmx.com> wrote:
> > > > >
> > > > > Hi,
> > > > >
> > > > > I am a new user of MacOS having recently bought a MacBook Air (after
> > > many years of being a Gnucash user on Windows and Linux).
> > > > > I was able to open my existing GnuCash file and add some transactions.
> > > But after closing GnuCash and trying to re-open the file I get the
> > > following error:
> > > > > GnuCash could not complete a critical test for the presence of a bug
> > > > > in
> > > the "libdbi" library. This may be caused by a permissions misconfiguration
> > > of your SQL database. Please see
> > > https://bugs.gnucash.org/show_bug.cgi?id=645216 <
> > > https://bugs.gnucash.org/show_bug.cgi?id=645216> for more information.
> > > > > This looks like a very old bug that was resolved long ago. I see
> > > comment #19 suggests to copy the file but that did not work for me.
> > > > > Any other advice I should consider?
> > > > >
> > > > > My system is:
> > > > > MacOS Monterey version 12.5.
> > > > > GnuCash Version: 4.11, Build ID: 4.11+(2022-06-25)
> > > > >
> > > > > Thanks,
> > > > > Ken
> > > > >
> > > > >
> > > >
> > > > _______________________________________________
> > > > gnucash-user mailing list
> > > > gnucash-user at gnucash.org
> > > > To update your subscription preferences or to unsubscribe:
> > > > https://lists.gnucash.org/mailman/listinfo/gnucash-user
> > > > -----
> > > > Please remember to CC this list on all your replies.
> > > > You can do this by using Reply-To-List or Reply-All.
> > >
> > > _______________________________________________
> > > gnucash-user mailing list
> > > gnucash-user at gnucash.org
> > > To update your subscription preferences or to unsubscribe:
> > > https://lists.gnucash.org/mailman/listinfo/gnucash-user
> > > -----
> > > Please remember to CC this list on all your replies.
> > > You can do this by using Reply-To-List or Reply-All.
> > >
> >
> > ------------------------------
> >
> > Message: 4
> > Date: Wed, 03 Aug 2022 08:25:52 +1000
> > From: davidcousens49 at gmail.com
> > To: gnucash-user at gnucash.org
> > Subject: Re: [GNC] Gnucash
> > Message-ID: <4227d92ba06192e1a02629f886478dbfdf4174d1.camel at gmail.com>
> > Content-Type: text/plain; charset="UTF-8"
> >
> > James
> >
> > You haven't really given us much information to go on to help you. What
> > operating system are you using and what version of Gnucash did you install.
> > If
> > you run GnuCash it will tell you the version number in the splash window at
> > startup or as usual Help ->About will list the information. It would appear
> > you
> > ar using Windows but we can give more specific help if we know what
> > operating
> > system you are using
> >
> > GnuCash will create a datafile in memory if you start it up without
> > specifying a
> > specific file. You will need to use the File->Save As menu item to create an
> > XML
> > datafile on disk or to save to a database file (sqlite3, mysqletc) if you
> > are
> > using the database backend ( not a godd idea except perhaps the sqlite3
> > unless
> > you are familiar with database management. GnuCash will place the data file
> > in
> > your home directory at wahtever location you specify using File->Save As. It
> > is
> > usually a good idea to create a sub-directory specifically to contain the
> > GnuCash data files as GnuCash creates backup and log files (these have a
> > datetime stamp before the .gnucash file extension after the filename you
> > give
> > it) each time you open it in the same directory as the datafile.
> >
> > GnuCash is a full double entry accounting system. If you don't know what
> > this
> > means you really need to read the introductory chapter (Basics ) of the
> > Tutorial
> > Guide and the Getting Started section of the Help manual. The Help manual
> > will
> > show you how to setup a chart of accounts and perform the common operations.
> > GnuCash is not a follow your nose application on a phone. The file Import
> > instructions in the Guide are out of date and not correct (currently being
> > replaced) and the Help manual Ch 6 has complete and current instructions on
> > importing data from other programs and bank downloads.
> >
> > Where possible try posting a series screen captures of the problem you are
> > facing. We them have a better idea of where you are, particularly until you
> > become familiar with the terminology used in GnuCash to describe the various
> > components.
> >
> > Good Luck
> >
> > David Cousens
> >
> > > On Tue, 2022-08-02 at 15:26 -0400, James Baxter via gnucash-user wrote:
> > > This is James Baxter, email kangaroo52 at yahoo.com
> > >
> > > To let you all know, I think I am done with the program. I am looking at a
> > > screen and it is wear you find all the icons. Not looking good.
> > >
> > > I placed two months of my bank statement in two times. I can?t find where
> > > I
> > > placed.
> > >
> > > Thanks
> > > James Baxter
> > > Kangaroo52 at yahoo.com
> > >
> > > Sent from my iPad
> > > _______________________________________________
> > > gnucash-user mailing list
> > > gnucash-user at gnucash.org
> > > To update your subscription preferences or to unsubscribe:
> > > https://lists.gnucash.org/mailman/listinfo/gnucash-user
> > > -----
> > > Please remember to CC this list on all your replies.
> > > You can do this by using Reply-To-List or Reply-All.
> >
> >
> > ------------------------------
> >
> > Message: 5
> > Date: Tue, 2 Aug 2022 17:27:03 -0500
> > From: David Carlson <david.carlson.417 at gmail.com>
> > To: James Baxter <kangaroo52 at yahoo.com>
> > Cc: Gnucash Users <gnucash-user at gnucash.org>
> > Subject: Re: [GNC] Gnucash
> > Message-ID:
> > <CADYgSbmmW_R56psqy2Z2SaA0u5XTPitCtR33eJDn9=uUwfz5rQ at mail.gmail.com>
> > Content-Type: text/plain; charset="UTF-8"
> >
> > I could suggest trying to find a friend or possibly a Linux User Group
> > nearby to help you with those early teething problems with unfamiliar
> > software. Some people say to ask your grandchild if you have one. None of
> > mine use Linux so I go to my local Linux group.
> >
> > On Tue, Aug 2, 2022 at 2:27 PM James Baxter via gnucash-user <
> > gnucash-user at gnucash.org> wrote:
> >
> > > This is James Baxter, email kangaroo52 at yahoo.com
> > >
> > > To let you all know, I think I am done with the program. I am looking at a
> > > screen and it is wear you find all the icons. Not looking good.
> > >
> > > I placed two months of my bank statement in two times. I can?t find where
> > > I placed.
> > >
> > > Thanks
> > > James Baxter
> > > Kangaroo52 at yahoo.com
> > >
> > > Sent from my iPad
> > > _______________________________________________
> > > gnucash-user mailing list
> > > gnucash-user at gnucash.org
> > > To update your subscription preferences or to unsubscribe:
> > > https://lists.gnucash.org/mailman/listinfo/gnucash-user
> > > -----
> > > Please remember to CC this list on all your replies.
> > > You can do this by using Reply-To-List or Reply-All.
> > >
> >
> > --
> > David Carlson
> >
> >
> > ------------------------------
> >
> > Message: 6
> > Date: Tue, 2 Aug 2022 23:47:49 +0000 (UTC)
> > From: James Baxter <kangaroo52 at yahoo.com>
> > To: david.carlson.417 at gmail.com
> > Cc: Gnucash Users <gnucash-user at gnucash.org>
> > Subject: Re: [GNC] Gnucash
> > Message-ID: <433195335.12680.1659484069912 at mail.yahoo.com>
> > Content-Type: text/plain; charset=UTF-8
> >
> > David.?I don't have grand kid. Lol.?
> > Thanks.James Baxter?Kangaroo52 at yahoo.com?As I live in Atlanta. Ga
> >
> > Sent from Yahoo Mail on Android
> >
> > On Tue, Aug 2, 2022 at 6:27 PM, David Carlson<david.carlson.417 at gmail.com>
> > wrote: I could suggest trying to find a friend or possibly a Linux User
> > Group nearby to help you with those early teething problems with unfamiliar
> > software.? Some people say to ask your grandchild if you have one.? None of
> > mine use Linux so I go to my local Linux group.
> >
> > On Tue, Aug 2, 2022 at 2:27 PM James Baxter via gnucash-user <
> > gnucash-user at gnucash.org> wrote:
> >
> > This is James Baxter, email kangaroo52 at yahoo.com
> >
> > To let you all know, I think I am done with the program. I am looking at a
> > screen and it is wear you find all the icons. Not looking good.
> >
> > I placed two months of my bank statement in two times. I can?t find where I
> > placed.
> >
> > Thanks
> > James Baxter
> > Kangaroo52 at yahoo.com
> >
> > Sent from my iPad
> > _______________________________________________
> > gnucash-user mailing list
> > gnucash-user at gnucash.org
> > To update your subscription preferences or to unsubscribe:
> > https://lists.gnucash.org/mailman/listinfo/gnucash-user
> > -----
> > Please remember to CC this list on all your replies.
> > You can do this by using Reply-To-List or Reply-All.
> >
> >
> >
> > --
> > David Carlson
> >
> >
> >
> > ------------------------------
> >
> > Message: 7
> > Date: Tue, 2 Aug 2022 20:26:59 -0500
> > From: David Carlson <david.carlson.417 at gmail.com>
> > To: James Baxter <kangaroo52 at yahoo.com>
> > Cc: Gnucash Users <gnucash-user at gnucash.org>
> > Subject: Re: [GNC] Gnucash
> > Message-ID:
> > <CADYgSbmkYn-W4k_o3NY_k7za6DEGbW-nVZrTZM9UCL51gcXrKw at mail.gmail.com>
> > Content-Type: text/plain; charset="UTF-8"
> >
> > OK, I didn't mention that the librarian at your neighborhood library can
> > probably find good resources too. This is the first group that came up
> > when I did a search on groups in Atlanta. I know that Atlanta is a big
> > community so their physical meeting place may be too far away but I think
> > they also have zoom meetings.<
> > https://www.meetup.com/ALE-Atlanta-Linux-Enthusiasts/?_cookie-check=q8zesVfsTI05tQys
> > > On Tue, Aug 2, 2022 at 6:47 PM James Baxter <kangaroo52 at yahoo.com> wrote:
> > >
> > > David.
> > > I don't have grand kid. Lol.
> > >
> > > Thanks.
> > > James Baxter
> > > Kangaroo52 at yahoo.com
> > > As I live in Atlanta. Ga
> > >
> > > Sent from Yahoo Mail on Android
> > > <
> > > https://go.onelink.me/107872968?pid=InProduct&c=Global_Internal_YGrowth_AndroidEmailSig__AndroidUsers&af_wl=ym&af_sub1=Internal&af_sub2=Global_YGrowth&af_sub3=EmailSignature
> > > >
> > >
> > > On Tue, Aug 2, 2022 at 6:27 PM, David Carlson
> > > <david.carlson.417 at gmail.com> wrote:
> > > I could suggest trying to find a friend or possibly a Linux User Group
> > > nearby to help you with those early teething problems with unfamiliar
> > > software. Some people say to ask your grandchild if you have one. None
> > > of
> > > mine use Linux so I go to my local Linux group.
> > >
> > > On Tue, Aug 2, 2022 at 2:27 PM James Baxter via gnucash-user <
> > > gnucash-user at gnucash.org> wrote:
> > >
> > > This is James Baxter, email kangaroo52 at yahoo.com
> > >
> > > To let you all know, I think I am done with the program. I am looking at a
> > > screen and it is wear you find all the icons. Not looking good.
> > >
> > > I placed two months of my bank statement in two times. I can?t find where
> > > I placed.
> > >
> > > Thanks
> > > James Baxter
> > > Kangaroo52 at yahoo.com
> > >
> > > Sent from my iPad
> > >
> > > _______________________________________________
> > > gnucash-user mailing list
> > > gnucash-user at gnucash.org
> > > To update your subscription preferences or to unsubscribe:
> > > https://lists.gnucash.org/mailman/listinfo/gnucash-user
> > > -----
> > > Please remember to CC this list on all your replies.
> > > You can do this by using Reply-To-List or Reply-All.
> > >
> > >
> > >
> > > --
> > > David Carlson
> > >
> > >
> >
> > --
> > David Carlson
> >
> >
> > ------------------------------
> >
> > Message: 8
> > Date: Tue, 2 Aug 2022 22:00:21 -0500
> > From: Adrien Monteleone <adrien.monteleone at lusfiber.net>
> > To: gnucash-user at lists.gnucash.org
> > Subject: Re: [GNC] Gnucash
> > Message-ID: <tccoc5$7ni$8 at ciao.gmane.io>
> > Content-Type: text/plain; charset=UTF-8; format=flowed
> >
> > James, of course, move on to something else if you really want to, but
> > there are lots of us here to help. There aren't too many places
> > (especially with respect to accounting software) to find such a community.
> >
> > If you decide to stick it out, we can do our best to help.
> >
> > However, *specifics* are crucial. We can't work magic and we can't see
> > your screen. Provide as much detail as you can, and answer as many
> > requests for additional info as you can. And if a request for info
> > doesn't make sense, say so, and we'll give more detailed 'instructions'
> > to obtain the relevant information so we can help you get the result you
> > are looking for. (if possible, sometimes, it just isn't, but that is
> > fairly rare)
> >
> > When trying to diagnose a computer problem, specifics are key.
> >
> > Generalities help no one.
> >
> > Regards,
> > Adrien
> >
> >
> >
> >
> > ------------------------------
> >
> > Message: 9
> > Date: Wed, 3 Aug 2022 09:43:42 +0100
> > From: Mahon Finbar <mahon.finbar at neuf.fr>
> > To: gnucash-user at gnucash.org
> > Subject: Re: [GNC] Gnucash
> > Message-ID: <2c26d458-79e0-c601-01d5-234077d59159 at neuf.fr>
> > Content-Type: text/plain; charset=UTF-8; format=flowed
> >
> > I have seen the various replies, and agree. I don't see icons on my
> > screens, I see words like 'file', etc. are we reading the same software?
> >
> > I want to take this opportunity to thank all those who take the time and
> > effort to answer remarks on here, some are queries, all are treated fairly.
> >
> > Finbar? (in SW Ireland, just for info.)
> >
> >
> > > On 02/08/2022 20:26, James Baxter via gnucash-user wrote:
> > > This is James Baxter, email kangaroo52 at yahoo.com
> > >
> > > To let you all know, I think I am done with the program. I am looking at a
> > > screen and it is wear you find all the icons. Not looking good.
> > >
> > > I placed two months of my bank statement in two times. I can?t find where
> > > I placed.
> > >
> > > Thanks
> > > James Baxter
> > > Kangaroo52 at yahoo.com
> > >
> > > Sent from my iPad
> > > _______________________________________________
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> >
> > ------------------------------
> >
> > Message: 10
> > Date: Wed, 3 Aug 2022 07:37:07 -0500
> > From: "" <steve.schwandt at fastmail.com>
> > To: gnucash-user at gnucash.org
> > Subject: Re: [GNC] Stumped on Mortgage Asst - Screenshots
> > Message-ID: <7a0987d5-485b-d17c-ccf3-85dbcee8d222 at fastmail.com>
> > Content-Type: text/plain; charset=UTF-8; format=flowed
> >
> > Thanks for the background folks. I appreciate the effort and will do the
> > manual creation.
> >
> > However, I'm hardheaded enough that I want get the transaction to work
> > within tolerances with a minimum of monthly intervention such as editing
> > or reading bank statements. I have to go on record that P&I for July
> > 2022 and May 2035 is more than simply fractions of pennies from various
> > calculation assumptions. I don't need that sort of precision in tracking
> > trends in my personal Net Worth reports.
> >
> > Is there a man page of sorts for the various functions, pmt, ipmt,
> > ppmt?? I'm sure one of the trailing zeros refers to whether payments are
> > due at the beginning or end of the period, but can't imagine what the
> > other may be. Meanwhile, I'll continue experimentation on my dummy data.
> > Like I said, hardheaded.
> >
> > Steve
> >
> > > On 8/2/22 10:17, David Carlson wrote:
> > > Steve,
> > >
> > > I am not going to open your zip file, I imagine it is just documenting the
> > > fact that the P & I calculations don't exactly match your lenders'
> > > statements, which is a known issue, unfixable since they all have their
> > > own
> > > way of calculating it. At least that was the case years ago when I last
> > > set one up. Many of us, like Will, just accept the numbers as estimates
> > > and correct them when we get the statements.
> > >
> > > There has been some discussion in the history here about how to massage
> > > the
> > > equations when we want to 'start in the middle' for an existing loan, for
> > > example, but I am not sure how to find those.
> > >
> > > On Tue, Aug 2, 2022 at 8:47 AM William Prescott<will at theprescotts.com>
> > > wrote:
> > >
> > > > A slight variation on Steve's suggestion.
> > > >
> > > > I made the mortgage payments a 'Scheduled Transaction' with some nominal
> > > > values for principal and interest payments. Then, they were created
> > > > automatically, and I just edited them to get the amounts correct.
> > > >
> > > > Will
> > > >
> > > > On 2022 Aug 2, at 08-02 02:55:33, David T. via gnucash-user <
> > > > gnucash-user at gnucash.org> wrote:
> > > >
> > > > Steve,
> > > >
> > > > I expect others will give you ideas on how or what is mistaken on the
> > > > mortgage assistant.
> > > >
> > > > I, however, am going to suggest a different approach, which is to
> > > > forego
> > > > using the scheduled transactions/mortgage assistant altogether, and
> > > > simply
> > > > enter the monthly payments manually.
> > > >
> > > > The reason I suggest this is due to the fact that (as Michael Novak
> > > > often
> > > > reminds us on the list) your calculations and the bank's calculations
> > > > will
> > > > likely not match precisely, due to differences in base assumptions on
> > > > the
> > > > calculation. Because they won't match precisely, you'll end up editing
> > > > the
> > > > completed transactions. [For this reason, I truly wonder whether the
> > > > mortgage assistant is actually useful or should be included in the
> > > > program,
> > > > since it seems to cause more troubles than it solved. That's just my
> > > > opinion, however.]
> > > >
> > > > If, instead, you enter the transactions manually, Gnucash will autofill
> > > > the transaction with the last entered values, and you can quickly modify
> > > > the amounts to match the bank statement.
> > > >
> > > > David T.
> > > >
> > > >
> > > > On August 1, 2022 11:59:06 PM GMT+03:00,"steve.schwandt at fastmail.com" <
> > > > steve.schwandt at fastmail.com> wrote:
> > > > > All,
> > > > >
> > > > > Please help if you can. I think I've documented with the shots
> > > > required, but if you want to see something else, sing out. Somewhere I
> > > > am
> > > > missing a very basic concept. I'm trying to use the assistant to create
> > > > a
> > > > scheduled transaction. The file names describe each step. The file and
> > > > CoA
> > > > are dummies until I grasp this concept and move on to putting my 401kk
> > > > of
> > > > MUFUs into the tool.
> > > > > - I've used my current statement, due 1 July to match up a
> > > > > amortization
> > > > website to show the P&I due on 1 July. Amounts and start dates in the
> > > > assistant are configured to match those amounts. Curiously, the website
> > > > and
> > > > my statement show a different remaining balance, but that is outside the
> > > > scope.
> > > > > - I step you through my assistant.
> > > > >
> > > > > - In the end I show you the result of the assistant, which shows the
> > > > correct P&I. Escrow is wrong, but I'm sure I can fix that in the editor.
> > > > I'll accumulate escrow each month and then schedule a payment from
> > > > escrow
> > > > asset to tax and insurance expenses once all the above works.
> > > > > - I let GnuCash enter the created transaction (ignoring from birth of
> > > > the loan) and the transaction for 1 July 2022 is actually the P&I for 1
> > > > May
> > > > 2035.
> > > > > TIA
> > > > _______________________________________________
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> >
> > ------------------------------
> >
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> > ------------------------------
> >
> > End of gnucash-user Digest, Vol 233, Issue 9
> > ********************************************
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