[GNC] Getting GEMINI to email statements (account reports) to customers.

Thu Feb 26 19:19:17 EST 2026

I was able to get Gemini to e mail contents for a single customer (one at a
time), but it saves no work  It would though if it could work through a
batch of account reports which I would save on a folder in Google Drive in
PDF format with minimum interaction from myself.
Anybody any experience of this with Gemini or any other AI tool?
What Gemini does is extract infomation from the customer report and put it
into an e mail after matching the name with my contacts. Probably if I
included the e mail in customers address it would not need to look up my
contact details.
Would like to automate the process.
David

On Fri, 27 Feb 2026, 01:01 , <gnucash-user-request at gnucash.org> wrote:

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> Today's Topics:
>
>    1. Re:  patch to show attached doc in single line mode
>       (Chris Skudder)
>    2. Re:  Document Link (Adrien Monteleone)
>    3. Re:  patch to show attached doc in single line mode
>       (Adrien Monteleone)
>    4. Re:  Document Link (Stan Brown (using GC 4.14))
>    5.  Customize terminology in printable invoice (Lawrence Suer)
>    6. Re:  cannot write back to Windows share (Louise)
>    7.  entities with different currencies (David Long)
>    8. Re:  entities with different currencies (Derek Atkins)
>    9. Re:  entities with different currencies (Adrien Monteleone)
>
>
> ----------------------------------------------------------------------
>
> Message: 1
> Date: Wed, 25 Feb 2026 12:42:00 -0500
> From: Chris Skudder <CSkudder at earthlink.net>
> To: gnucash-user at gnucash.org
> Subject: Re: [GNC] patch to show attached doc in single line mode
> Message-ID: <6d0d9d50-6d8b-46a8-946b-4900ed0ad0e6 at earthlink.net>
> Content-Type: text/plain; charset=UTF-8; format=flowed
>
> Jonathan thanks for sharing this.
> I agree that seeing it in single line mode is better.
> Since Jonathan's written the code, I wonder how hard it would be to add
> this to the "production" software.
>
> thanks.
>
>
> *From:* gnucash-user-request at gnucash.org
>
> *Sent:* Wednesday, February 25, 2026 at 12:00 PM EST
>
> *To:* gnucash-user at gnucash.org
>
> *Subject:* gnucash-user Digest, Vol 275, Issue 57
>
>
> > Message: 4
> > Date: Wed, 25 Feb 2026 08:41:33 -0800
> > From: Jonathan Knepher<jbk at wild-e.com>
> > To:gnucash-user at gnucash.org
> > Subject: Re: [GNC] Document Link
> > Message-ID:<a4bf02c2-99d1-4769-8cdb-dd09151c1f90 at wild-e.com>
> > Content-Type: text/plain; charset="utf-8"; Format="flowed"
> >
> > I patch in my builds to add this column in single line mode, attached in
> > case it is helpful, used from 5.4 to 5.12 so far.
>
>
>
> ------------------------------
>
> Message: 2
> Date: Wed, 25 Feb 2026 12:58:31 -0600
> From: Adrien Monteleone <adrien.monteleone at lusfiber.net>
> To: gnucash-user at lists.gnucash.org
> Subject: Re: [GNC] Document Link
> Message-ID: <10nngoq$3e1$1 at ciao.gmane.io>
> Content-Type: text/plain; charset=UTF-8; format=flowed
>
> I will add that there is a nifty item under the Tools menu called
> Transaction Linked Documents.
>
> That will show *all* such links, the main path head, and the status of
> if GnuCash can find the linked files with an option to locate them if
> some are NotFound.
>
> The path to each individual document is shown, and you can double-click
> a transaction to view it.
>
> Regards,
> Adrien
>
> On 2/24/26 7:10 PM, Peter via gnucash-user wrote:
> > I have only just discovered Document Link, thanks to this forum.
> >
> > Is there any indicator on a transaction that shows that there is a
> > document link? Is there something I'm missing here?
> >
> > So, far the best I can do is add a bit of text to the Description field,
> > e.g "Link to Document".?Any better suggestions?
>
>
>
> ------------------------------
>
> Message: 3
> Date: Wed, 25 Feb 2026 13:03:57 -0600
> From: Adrien Monteleone <adrien.monteleone at lusfiber.net>
> To: gnucash-user at lists.gnucash.org
> Subject: Re: [GNC] patch to show attached doc in single line mode
> Message-ID: <10nnh30$mp3$1 at ciao.gmane.io>
> Content-Type: text/plain; charset=UTF-8; format=flowed
>
> A pull request is the route to go. (see wiki about 'developing' GnuCash)
>
> I vaguely recall there was discussion when this was implemented as to
> where to show the indicator.
>
> I don't recall why the current placement was chosen over always being
> visible. (though I'm sure it is documented somewhere)
>
> I'm confident some will request it as an option to hide if it is
> implemented, further complicating matters ? though I can't imagine why
> someone would *not* want to know a document was linked when they
> bothered to link it...
>
> Regards,
> Adrien
>
> On 2/25/26 11:42 AM, Chris Skudder wrote:
> > Jonathan thanks for sharing this.
> > I agree that seeing it in single line mode is better.
> > Since Jonathan's written the code, I wonder how hard it would be to add
> > this to the "production" software.
>
>
>
> ------------------------------
>
> Message: 4
> Date: Wed, 25 Feb 2026 11:34:54 -0800
> From: "Stan Brown (using GC 4.14)" <stan+gc at fastmail.fm>
> To: gnucash-user at gnucash.org
> Subject: Re: [GNC] Document Link
> Message-ID: <02e5e068-04b0-432d-9a01-974be6980069 at fastmail.fm>
> Content-Type: text/plain; charset=UTF-8
>
> On 2026-02-25 10:58, Adrien Monteleone wrote:
> > I will add that there is a nifty item under the Tools menu called
> > Transaction Linked Documents.
> >
> > That will show *all* such links, the main path head, and the status of
> > if GnuCash can find the linked files with an option to locate them if
> > some are NotFound.
> >
> > The path to each individual document is shown, and you can double-click
> > a transaction to view it.
>
> Thanks, Adrien! I had no idea that feature existed. I've been putting
> "See attached document" in the Description field, but this is much better.
>
> Stan Brown
> Tehachapi, CA, USA
> https://BrownMath.com
>
>
> ------------------------------
>
> Message: 5
> Date: Wed, 25 Feb 2026 17:28:47 +0000
> From: Lawrence Suer <lsuer at dasspecs.com>
> To: "gnucash-user at gnucash.org" <gnucash-user at gnucash.org>
> Subject: [GNC] Customize terminology in printable invoice
> Message-ID:
>         <
> BLAPR16MB3907F8067822D84C6DD2F709C875A at BLAPR16MB3907.namprd16.prod.outlook.com
> >
>
> Content-Type: text/plain; charset="us-ascii"
>
> I am a long time user of Gnucash, 15 or more years. I am also a solo
> practicing architect and have been using GNC for the last 6 years for
> business accounting. I am a willing hacker with no training in coding/IT.
> At first, with ver 3.10 on windows 10 or 11, I used the default "printable
> invoice" until I discovered and modified the .scm file. I adjusted all the
> setups to my preferred defaults and swapped out some of the terminology
> ("Project" instead of "Job", "Fee" instead of "Price", etc.), and it worked
> great for years.
>
> I recently purchased a new laptop:
> WIN 11 pro. V25H2
> Intel Core Ultra 7
> 16 GB RAM
>
> and proceeded to download version GNC v5.13. Lost all my customizations
> and discovered my gnucash file was upgraded, and it's not backward
> compatible with v3.10. Researching the wiki, I found that most of the
> format customizations can now be done with "save report config." However,
> changing the terminology noted above with the .scm file caused GNC to
> crash. The only fix that I was able to discover was to uninstall/reinstall
> GNC. A brief look indicates likely a modification of .css file(s) is
> required to the default invoice contents (text)-but I'm not clear on this.
> I have not dabbled with .CSS files, and earlier attempts to explore it
> revealed that dabbling with .css is probably an oxymoron.
>
> I have searched the wiki and have been monitoring this email list for a
> month or so and am hoping some more experienced folks can provide some
> advice or assistance as to how to modify the default terminology on the
> default invoice. Thanks in advance. (EOM is approaching.)
>
> Larry Suer
> Dovetail ARCHITECTURAL SERVICES
> dasspecs.com
>
>
>
> ------------------------------
>
> Message: 6
> Date: Wed, 25 Feb 2026 15:14:17 -0700
> From: Louise <griffin at bernevyl.com>
> To: gnucash-user at gnucash.org
> Subject: Re: [GNC] cannot write back to Windows share
> Message-ID: <3cb67e36-c999-4ccd-acf9-1d80708cd420 at bernevyl.com>
> Content-Type: text/plain; charset=UTF-8; format=flowed
>
> Hello everyone, and thanks for all the help.
>
> I was actually getting confused with all the things I had read on line
> and tried, so I went back to first principles.
>
> I had actually both shared folders (VMWare) and an auto mount (Linux)
> set up up.
>
> I deleted everything and started again. I found the hared folders
> (VMWare) was not working for some reason, but the auto mount(Linux).
>
> Everything is working fine, although I'm disappointing that the Shared
> folders were not working.
>
> Still, everything is working how it should now.
>
> Thanks for everything.
>
> Louise.
>
>
>
> On 2026-02-23 1:44 p.m., Mark Bourne wrote:
> > Louise wrote:
> >> I think this might be "programmers" question rather than a GnuCash
> >> question.
> >>
> >> I have an existing Windows 10 system, but I am trialing Linux mint
> >> 22.3 in a VMWare virtual machine. I am looking at droppingW10 when
> >> I'm happy with Linux. So far so good but I have an issue with GnuCash.
> >>
> >> My data is still on the Windows drive. I have set up an auto mount
> >> for launch. I can access the data on the windows share, but GnuCash
> >> wont let me save changes back to the windows share.
> >>
> >> This is the message:
> >
> > [Attached image shows "GnuCash could not write to
> > /media/windows/data/Documents/Finances/Accounts and
> > Budgets/GnuCash/2026 Accounts.gnucash. That database may be on a
> > read-only file system, you may not have write permission for the
> > directory or your anti-virus software is preventing this action."]
> >
> > Can you create new files in the shared folder?
> >
> > I don't use GnuCash in a VM but, with other applications running on an
> > Ubuntu Linux guest under VirtualBox on a Windows host, I have found
> > that files can be created in a shared folder on the Linux guest but
> > then can't be modified, giving a message implying the file is
> > read-only. Although my experience is with VirtualBox, it could be that
> > something similar can happen with VMware (presumably Workstation?).? I
> > don't know what the cause of the problem is; perhaps some process on
> > the Windows host (maybe antivirus or other security software) holds a
> > handle on the file so that it can't be opened for writing.
> >
> >> I set permissions to 777, But when I look at the accounts file, I
> >> have read/write, my group only has read-only.
> >>
> >> What should the permissions be, and what would be the best way to set
> >> them properly.
> >
> > The underlying filesystem mounted at /media/windows/ (or maybe
> > /media/windows/data/ is the mount point) in the VM is still a Windows
> > filesystem, where permissions work very differently than on Linux.?
> > You probably can't reliably change permissions from the Linux guest.
> >
> > I'm not sure offhand how shared folders work with VMware.? With
> > VirtualBox, a "Guest Additions" package needs to be installed in the
> > guest.? Folders shared from the host are then mounted under /media/ as
> > being owned by root but with a "vboxsf" group having read/write
> > permissions (and no access for other users).? The user account in the
> > guest needs to be added to that vboxsf group to be able to access the
> > folder at all.
> >
> > Still on VirtualBox, there's an option when setting up a shared folder
> > in the VM settings to specify whether the folder is read-only or
> > read/write within the guest.? Is there a similar option in VMware?? Is
> > it set to read/write?? On VirtualBox, the directory in the guest still
> > appears to have write permission for the vboxsf group, but attempting
> > to write to it fails with a "read-only file system" error.? Perhaps
> > VMware more accurately reflects that via the group write bit if the
> > share is configured to be read-only, so check in VMware that the share
> > is configured to be writeable.
> >
> > Do the files/directories appear as owned by the user you're logged in
> > as within the guest, and does that user have write permissions?? If
> > so, you should be fine as far as the emulated Linux permissions go
> > even if the group doesn't have write permission.? However, the
> > filesystem still might not actually allow writes (which is what seems
> > to happen in my case with VirtualBox).
> >
> > Not sure how much any of that will help, given I have little
> > experience of VMware Workstation, but perhaps it will give some ideas
> > of things to look for...
> >
>
>
> ------------------------------
>
> Message: 7
> Date: Thu, 26 Feb 2026 23:23:26 +0800
> From: David Long <davidvernonlong at gmail.com>
> To: "D. via gnucash-user" <gnucash-user at gnucash.org>
> Subject: [GNC] entities with different currencies
> Message-ID:
>         <
> CAD48BQCsvqBL7GtmHRBa-F3YGV7C0ZGCAei_P6DHzPmpA_xP8w at mail.gmail.com>
> Content-Type: text/plain; charset="UTF-8"
>
> I use GnuCash for two entities, which are based in different countries and
> have different currencies.
>
> When I switch from one to the other I have to remember to change  currency
> preferences on quite a few items. No big deal, but if I don't do it
> correctly stuff does not work. Am I correct in thinking that the data file
> does not include preferences for each particular entity?
>
> Also for reports I have created, which are relevant for one entity, but
> meaningless for another. Same question, am I correct in thinking that the
> reports I have created are not included  in the data file for each entity?
>
> thanks
>
> David
>
>
> ------------------------------
>
> Message: 8
> Date: Thu, 26 Feb 2026 10:30:03 -0500
> From: "Derek Atkins" <derek at ihtfp.com>
> To: "David Long" <davidvernonlong at gmail.com>
> Cc: "D. via gnucash-user" <gnucash-user at gnucash.org>
> Subject: Re: [GNC] entities with different currencies
> Message-ID: <a596d2aaa18411cfd9d1a75571cfb629.squirrel at mail.ihtfp.org>
> Content-Type: text/plain;charset=utf-8
>
> You are Correct.
> Preferences are global (per user), and saved reports are also global (per
> user).
> Each user has their own set of (global) preferences and saved reports.
> There are some File Properties that are stored in the datafile (File ->
> Properties) but Preferences (Edit -> Preferences) are stored for the user
> in the OS.
>
> -derek
>
> On Thu, February 26, 2026 10:23 am, David Long wrote:
> > I use GnuCash for two entities, which are based in different countries
> and
> > have different currencies.
> >
> > When I switch from one to the other I have to remember to change
> currency
> > preferences on quite a few items. No big deal, but if I don't do it
> > correctly stuff does not work. Am I correct in thinking that the data
> file
> > does not include preferences for each particular entity?
> >
> > Also for reports I have created, which are relevant for one entity, but
> > meaningless for another. Same question, am I correct in thinking that the
> > reports I have created are not included  in the data file for each
> entity?
> >
> > thanks
> >
> > David
> > _______________________________________________
> > gnucash-user mailing list
> > gnucash-user at gnucash.org
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> > -----
> > Please remember to CC this list on all your replies.
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> >
>
>
> --
>        Derek Atkins                 617-623-3745
>        derek at ihtfp.com             www.ihtfp.com
>        Computer and Internet Security Consultant
>
>
>
> ------------------------------
>
> Message: 9
> Date: Thu, 26 Feb 2026 09:56:20 -0600
> From: Adrien Monteleone <adrien.monteleone at lusfiber.net>
> To: gnucash-user at lists.gnucash.org
> Subject: Re: [GNC] entities with different currencies
> Message-ID: <10npqf7$10d7$1 at ciao.gmane.io>
> Content-Type: text/plain; charset=UTF-8; format=flowed
>
> The workaround would be to either use a VM (effectively a different
> user) for one of the entities, or create a separate OS login for that
> entity.
>
> Regards,
> Adrien
>
> On 2/26/26 9:23 AM, David Long wrote:
> > I use GnuCash for two entities, which are based in different countries
> and
> > have different currencies.
> >
> > When I switch from one to the other I have to remember to change
> currency
> > preferences on quite a few items. No big deal, but if I don't do it
> > correctly stuff does not work. Am I correct in thinking that the data
> file
> > does not include preferences for each particular entity?
> >
> > Also for reports I have created, which are relevant for one entity, but
> > meaningless for another. Same question, am I correct in thinking that the
> > reports I have created are not included  in the data file for each
> entity?
>
>
>
> ------------------------------
>
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>
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