[GNC] Upgrading to 5.3 from 2.6.15

[larry johnston]

Thanks, I will see what I can make of it.

Larry


On Wed, Jul 26, 2023, 9:48 p.m. Adrien Monteleone <
adrien.monteleone at lusfiber.net> wrote:

> You should be able to get close.
>
> You can see monthly periods, you can 'use accumulated totals' for each
> month as they progress. (YTD) You can show a yearly 'Totals' column set.
>
> For each set (period & total) you can see Budget, Actual, and Variance
> columns.
>
> I don't think it is exactly just 1 month, YTD, Total though.
>
> But you might try playing with the Range & Consolidated options on the
> General tab. So maybe set the range to 'current period' for a start,
> 'last period' for end, and then consolidate the periods after the
> current one which should then show up as a single set of YTD type
> numbers if using Accumulated Amounts. And then display a Totals column
> and of course include Budget, Actual & Variance options.
>
> Note too, you can customize the budget time frame itself. It doesn't
> have to be an entire year. Maybe a combination of all of the above will
> imitate Phil's report.
>
> Regards,
> Adrien
>
> On 7/26/23 11:14 PM, larry johnston wrote:
> > I think we will stay in 4.14 for now.
> >
> > We found the 'use accumulated totals' function under budget reports and
> it
> > gives us the basic information we need.
> >
> > In Phil's old YTD report you could have a nine column report that showed
> > the current month, YTD and to the end of year, with the budgetted amount,
> > amount soent and the difference. That way you could see how you did vs
> your
> > budget in the month and year to date and how much you had left to spend
> to
> > the year end. I haven't  been able to replicate that. Do you know if it
> is
> > possible, or do you have any hints?
> >
> > TIA,
> >
> > Larry
> >
> > On Wed, Jul 26, 2023, 8:52 p.m. Adrien Monteleone <
> > adrien.monteleone at lusfiber.net> wrote:
> >
> >> Good to know that you made it to 4.14.
> >>
> >> As for which version of 5.x to land on, that's up to you.
> >>
> >> Some folks aren't keen on the changes to the auto-fill for the
> >> Description field. (I like it personally)
> >>
> >> There were certainly kinks in 5.0 and 5.1 in that regard,
> >>
> >> It seems they have been fixed in 5.3, but then potentially new quirks
> >> were discovered, or introduced there. (I might have found/confirmed one
> >> myself which I don't like, but it isn't a deal breaker for me, just an
> >> inconvenience.)
> >>
> >> If you really are hesitant, just stay on 4.14 for now and keep an eye
> >> out on this list for discussions around that and other topics that you
> >> find of interest which reference changes in the 5.x series. Then make
> >> the upgrade when ready.
> >>
> >> The 'Accumulated Totals' preference is part of the Budget Report. Before
> >> the introduction of this feature, you could only see each period (month)
> >> in isolation, and a 'Totals' column, but that Totals column was for the
> >> entire budget. So you could see your actual spending YTD, but the
> >> variance was based on the entire year. (showing you how much you had
> >> 'left' in a budget, but not how you stood at that point in time.)
> >>
> >> I find both Accumulated Totals, and the Totals column to be helpful when
> >> understood what they report.
> >>
> >> Regards,
> >> Adrien
> >>
> >> On 7/26/23 10:37 PM, larry johnston wrote:
> >>> We started GnuCash from the shortcut on our desktop.
> >>>
> >>> We have now opened the 3.11 files and ran check and repair on them. All
> >>> looks good.
> >>>
> >>> I notice that some people have issues with 5.3. Should we upgrade to
> 5.1
> >>> instead of 5.3?
> >>>
> >>> Also once we get into 5.x where do we find the 'Use Accumulated Totals'
> >>> report?
> >>
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