[GNC] gnucash-user Digest, Vol 234, Issue 6

James Baxter kangaroo52 at yahoo.com
Sat Sep 3 08:24:07 EDT 2022 

 I am James Baxter and I am playing with this and made a mistake with my with my checking account, as I found out what my problem was. Not entering income the right way.
So I am looking to start buying stock and also Bonds.When I place the cost (say Tesla) of $285.50 (A fake number) the tell it the number of stock I want. it goes back to one. 

I am not doing this right. Can some one copy the parts or how ever you wish.
ThanksJames Baxteremail. kangaroo52 at yahoo.com 

    On Saturday, September 3, 2022 at 07:50:24 AM EDT, <gnucash-user-request at gnucash.org> wrote:  
 
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Today's Topics:

  1. Re:  Change Linked Document Path (Geoff Storer)


----------------------------------------------------------------------

Message: 1
Date: Sat, 3 Sep 2022 21:47:55 +1000
From: Geoff Storer <go.storer.ben at gmail.com>
To: Jim DeLaHunt <list+gnucash at jdlh.com>
Cc: Gnucash Users <gnucash-user at gnucash.org>
Subject: Re: [GNC] Change Linked Document Path
Message-ID:
    <CANnWTViE1g+GTPhU3wJbAXVYfr5G1iADKBvXnQBfsD-WaSLFzg at mail.gmail.com>
Content-Type: text/plain; charset="utf-8"

Hi Jim
Answers to your questions

Q: what exactly do you see that is not working for you? What do you see
that makes you say, "[GnuCash] looks for the attached document in the
windows document folder"?

Ans: Error box pops up with following message
GnuCash could not find the linked document.:
C:\Users\jscmu\Documents\Globird Gas 220728.pdf
See attached screenshot

Q: When you open your GnuCash accounts book, and find a transaction with
an attached document, what GnuCash operations do you do, in order to
open or find that document?

Ans: I go to a register for the account from where the payment was made and
beneath
the column headed "R" (for reconcile) click on the icon that signifies the
document is present.
Also included in attached screenshot

Q: In that transaction, what does GnuCash display as the location of the
document? (This is important, because the exact spelling will show us if
the document path is relative or absolute.)

Ans: C:\Users\jscmu\Documents\-document name-

Q: What specifically did you try in GnuCash to point to the correct
location of the documents? What do you mean by "editing the preferences"?

Ans: In top menu bar selected
edit/preferences    then selected    General from left hand options panel
In that screen I then selected "Linked files" from the options displayed to
the right
I used the dropdown arrow in this option and navigated to the folder where
copies of
my invoices reside. See attached screenshot "Linked files".

Q: What did the preferences say before you made this change?

Ans: Good question. Not exactly sure what it said before I changed it. But
when I
now click the "Clear" button (to the right of the dropdown arrow) I see a
message
as per screenshot "Change linked Docs".

Q: What do the preferences say now?

Ans: As per "linked files" screenshot
"Path Head for linked files Relative Path"  with option "GNU Invoices" (the
name of my
invoices folder)

Q: What version of GnuCash are you using?

Ans: I am using ver 4.11  Build ID:  4.11 (2022-06-25)

Thanks for taking the time to look at this

Geoff







On Sat, Sep 3, 2022 at 6:46 AM Jim DeLaHunt <list+gnucash at jdlh.com> wrote:

> Geoff:
>
> On 2022-09-01 20:04, Geoff Storer wrote:
> > Ok, thanks.
> >
> > This is my first post!!
> >
> > On Fri, Sep 2, 2022 at 8:16 AM Jim DeLaHunt <list+gnucash at jdlh.com>
> wrote:
> >
> >> Geoff:
> >>
> >> One tenet of GnuCash-user email list etiquette is to cc the gnucash-user
> >> email list on all replies. We want this discussion to take place on the
> >> list.
> >>
> >> Thus I am replying to you, and cc'ing the list, so that the thread stays
> >> on the list.  I will reply to this message from the email that reaches
> me
> >> via the list.
> >>      ?Jim DeLaHunt
>
> Thank you for replying to the list. I will carry on the conversation via
> a reply to the list.
>
> Back in your initial message, you said,
>
> >> ...My problem now is that [GnuCash] looks for the attached document in
> >> the windows document folder on the C Drive. ...
>
> Let's dig into that a little bit.
>
> Q: what exactly do you see that is not working for you? What do you see
> that makes you say, "[GnuCash] looks for the attached document in the
> windows document folder"?
>
> Q: When you open your GnuCash accounts book, and find a transaction with
> an attached document, what GnuCash operations do you do, in order to
> open or find that document?
>
> Q: In that transaction, what does GnuCash display as the location of the
> document? (This is important, because the exact spelling will show us if
> the document path is relative or absolute.)
>
>
> >> I have tried editing the preferences in [GnuCash] to point to the
> correct location of the
> >> documents on the alternate partition but this doesn't automatically
> link to the
> >> document.
> >>
> >> ...I did try a feature as per the attached screenshot [of the Change
> Linked Document path head dialogue] without any success.
>
> Q: What specifically did you try in GnuCash to point to the correct
> location of the documents? What do you mean by "editing the preferences"?
>
> Q: What did the preferences say before you made this change?
>
> Q: What do the preferences say now?
>
> And, because I forgot the first time:
>
> Q: What version of GnuCash are you using?  (I suspect it is not 4.9,
> because I have 4.9 and I do not see a UI like you posted in the
> screenshot of your earlier message.)
>
>
> >> On 2022-09-01 03:57, Geoff Storer wrote:
> >>
> >> Hi Jim
> >>
> >> Thanks for coming back to me. Sorry I have taken so long to respond.
> >>
> >> In answer to your questions:
> >>
> >> Q: Are you familiar with the difference in behaviour between relative
> file
> >> paths and absolute file paths?
> >>
> >> Ans; No this is not one of my strong points
> >>
> >> Q: Are you familiar with the difference in spelling (C:\ prefixes and
> >> backslashes etc.) between relative file paths and absolute file paths?
> >>
> >> Ans:  No
> >>
> >> Q:  In your GnuCash Book (bookkeeping file), have you associated files
> to
> >> transactions using relative path File Associations, absolute path File
> >> Associations,  or Location Associations?
> >>
> >> Ans: I think the answer here is relative path. What I actually did in
> GNU
> >> was:
> >> Edit / preferences / General / Linked Files and with the drop down arrow
> >> selected the folder location of my invoices
> >> The reason I say "relative path" is because GNU program details on the
> >> referenced edit field the comment
> >> "Path head for Linked Files Relative Paths"
> >> The location I selected is -  D:\PDF\GNU Invoices
> >>
> >> Q:  Were all your attached documents within a single directory on your
> old
> >> computer? Do you know the absolute path to that directory?
> >>
> >> Ans: Yes all invoices are in the one folder  "D:\PDF\GNU Invoices"
> (the
> >> output here I copied directly from my explorer view so I should have
> that
> >> correct)
> >>
> >> Q:  Are all your attached documents within a single directory on your
> new
> >> computer? Do you know the absolute path to that directory?
> >>
> >> Ans: The invoices are in the exact location as on the initial install of
> >> GNU.
> >>          I only re-installed windows on the C:\ partition. The other
> >> partitions remain exactly as they were
> >>          The invoices are in "D:\PDF\GNU Invoices"
> >>
> >> I hope I have answered all your queries. Let me know if you need any
> >> further clarification.
> >>
> >> Thanks again
> >>
> >> Regards
> >>
> >> John Murdoch
> >>
> >> On Tue, Aug 30, 2022 at 3:46 PM Jim DeLaHunt <list+gnucash at jdlh.com>
> >> wrote:
> >>
> >>> Hello, John:
> >>>
> >>> Your question rings a bell! I did an overhaul on the file associations
> >>> on my transactions a couple of years ago.
> >>>
> >>> On 2022-08-29 04:10, john murdoch wrote:
> >>>> ...My problem now is that [GnuCash] looks for the attached document in
> >>> the
> >>>> windows document folder on the C Drive. I have tried editing the
> >>>> preferences in [GnuCash] to point to the correct location of the
> >>> documents
> >>>> on the alternate partition but this doesn't automatically link to the
> >>>> document.
> >>>>
> >>>>
> >>>> I can then manually link each document by using  the "manage document
> >>>> link" function on the right click menu in the account field of GNU
> >>>> cash. That  of course will be quite tedious and I was enquiring if
> >>>> there is a "global fix" so that all files could be re-linked in one
> >>>> procedure? Perhaps editing settings or the system registry?
> >>>>
> >>>>
> >>>> I did try a feature as per the attached screenshot [of the Change
> >>> Linked Document path head dialogue] without any success.
> >>>
> >>> Well, the Change Linked Document path head dialogue, which your
> >>> screenshot showed, is the best tool in GnuCash for this job. However,
> >>> you have to know a few things to use it well. I'll bet the UI does not
> >>> do a complete job of walking a person through it.
> >>>
> >>> To set some groundwork, some questions:
> >>>
> >>> Are you familiar with the difference in behaviour between relative file
> >>> paths and absolute file paths?
> >>>
> >>> Are you familiar with the difference in spelling (C:\ prefixes and
> >>> backslashes etc.) between relative file paths and absolute file paths?
> >>>
> >>> In your GnuCash Book (bookkeeping file), have you associated files to
> >>> transactions using relative path File Associations, absolute path File
> >>> Associations,  or Location Associations?
> >>>
> >>> Were all your attached documents within a single directory on your old
> >>> computer? Do you know the absolute path to that directory?
> >>>
> >>> Are all your attached documents within a single directory on your new
> >>> computer? Do you know the absolute path to that directory?
> >>>
> >>> Based on answers to those questions ? and once I run GnuCash to refresh
> >>> my memory about how the Change Linked Document path head dialogue
> works,
> >>> and once I translate from macOS to Windows in my head ? I can try to
> >>> help you further.
> >>>
> >>> Best regards,
> >>>        ?Jim DeLaHunt
> >>>
> >>>
> >>> Are all your attached documents within a single directory on your new
> >>> computer?
>
>
> Best regards,
>      ?Jim DeLaHunt
>
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