[GNC] Clarification of Total (Period) column

[Kalpesh Patel]

Why do I get feeling that we may not be referencing the same column in the
Account view. Please see attached picture of the column I am referring to. I
have highlighted with a large red arrow that the question pertained to.

The showing current balances as of date would be properly represented by the
Present or Present(USD) column in Account view IMHO; not by Total(Period)
column.

------ Original Message ------
Received: Wed, 04 Jan 2023 11:40:10 AM EST
From: devaps at asia.com
To: Kalpesh Patel <kalpesh.patel at usa.net>Cc: gnucash-user at gnucash.org
Subject: Re: Re: [GNC] Clarification of Total (Period) column

> I’m not sure I understand. 
> 
> The period column isn’t tied to any fixed period. It is just showing
current balances as of date. And if you have any future dated transactions in
the same register, then the Total column shows the final future balance. 
> 
> My fiscal year runs Apr to Mar, so my future transactions will run till end
of Mar. Each Apr, I update the register for all the future transactions. If
your fiscal year ends in Dec, you can setup transactions until Dec, I suppose.

> 
> There’s also one more distinction between the two. If you have securities
in your books, the Period column shows the no. of shares, but the Total column
gives you its current market value (assuming your price DB is up to date).
> 
> Cheers. 
> 
> On 04/01/23 at 9:08 PM, Kalpesh Patel wrote:
> 
> > You are absolutely correct on the distinction between Total and
> > Total(Period) columns and their creative use. My question was a bit about
> > whether Total (period) column supposed to take configurable period or is
it
> > fixed for current year.
> > 
> > This stems from worry that if fiscal year that doesn't correspond to that
> > "fixed" coded period, which is likely to be true for businesses, then how
do
> > you deal with that situation.
> > 
> > My thinking is in line with Adrien as here which still would by default
> > would permit to use it in the fashion you mentioned.  
> > 
> > 
> > ----------------------------------------------------------------------
> > 
> > Message: 1
> > Date: Wed, 4 Jan 2023 07:48:11 +0100
> > From: devaps at asia.com
> > To: gnucash-user at gnucash.org
> > Subject: Re: [GNC] Clarification of Total (Period) column
> > Message-ID:
> > 	
> >
<trinity-7c622ec7-b0dd-43bc-ac1e-7e57e7388f1f-1672814891283 at msvc-mesg-gmxus0
> > 01>
> > 	
> > Content-Type: text/plain; charset=UTF-8
> > 
> > I think one shows total as of today and the other shows total for today
and
> > beyond?
> > 
> > This distinction helps me and I don?t think it?s a bug. For my use case,
I
> > setup any future known income or future tax payments till the end of my
tax
> > year., by entering all those future transactions at the beginning of the
> > year itself. 
> > 
> > So if my current balance is 100, that?s shown in Total (Period) column.
But
> > in the register I have future dated entries for all the interest incomes
due
> > during the year as well as any taxes owed by year end. Let?s say the
future
> > income is 20 and future tax liability is 5, then my total column will show
-
> > 
> > 100+20~5 = 115.
> > 
> > This distinction tells me how much I have at my disposal to spend till
end
> > of year. 
> > 
> > I think the budget report can be used to do something similar, but this
is
> > easy enough for me to track and understand. 
> > 
> > Cheers. 
> > 
> > ----------------------------------------------------------------------
> > > 
> > > Date: Tue, 3 Jan 2023 15:28:57 -0600
> > > From: Adrien Monteleone <adrien.monteleone at lusfiber.net>
> > > To: gnucash-user at lists.gnucash.org
> > > Subject: Re: [GNC] Clarification of Total (Period) column
> > > Message-ID: <tp26mr$16kb$8 at ciao.gmane.io>
> > > Content-Type: text/plain; charset=UTF-8; format=flowed
> > > 
> > > Hmmm... I'm seeing the same thing.
> > > 
> > > It appears to default to 'this year' regardless of the setting.
> > > 
> > > I'd call that a bug.
> > > 
> > > Regards,
> > > Adrien
> > > 
> > > On 1/3/23 3:14 PM, Kalpesh Patel wrote:
> > > > I have added a column called ?Total (Period)? in the accounts view 
> > > > page but I am not sure what that period is? I made changes to it in
the
> > ?Edit ?
> > > > Preference ? Accounting Period? but didn?t change the value there so 
> > > > I don?t think the ?period? denoted is in anyway reflected from 
> > > > there. I am curious to know what that ?period? entails, if that is 
> > > > something changeable and if so where.
> > > 
> > 
> > 
> > 
> > ------------------------------
> > 
> > 
> 


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