[GNC] Clarification of Total (Period) column

[Parthasarathy Devarajan]

   Ok, after reading your message, I enabled the Present and Present (INR)
   columns and I see that they macth the Total (Period) column for me. For
   me, either Present or Total (Period) column gives me what I want, so if
   you are suggesting that the Total (Period) column should further
   restrict to a fiscal period, then that makes sense. If Present gives me
   what I want and Total (Period) gives you what you want, that would be
   desirable.

   Sorry about the digression...

   Cheers.


   Sent: Thursday, January 05, 2023 at 5:38 AM
   From: "Kalpesh Patel" <kalpesh.patel at usa.net>
   To: devaps at asia.com
   Cc: gnucash-user at gnucash.org
   Subject: Re: Re: [GNC] Clarification of Total (Period) column
   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-g
   mxus0
   > > 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.
   > > >
   > >
   > >
   > >
   > > ------------------------------
   > >
   > >
   >