[GNC] Upgrading to 5.3 from 2.6.15

[Adrien Monteleone]

Note, I did some testing this morning and it seems there might be a bug 
in how the 'include collapsed periods after selected' works.

Follow along here or subscribe to the bug: 
https://bugs.gnucash.org/show_bug.cgi?id=799046

If this can be resolved, you should be able to get close, but not quite 
to Phil's report.

The first set of columns would be the period of interest. You would 
*not* want to use 'accumulated amounts' here if you want to see how that 
period's actuals faired against that period's budgeted amounts.

The second set of columns (the subsequent collapsed periods) *should* by 
necessity of being collapsed, show what is left, as YTD numbers.

The third set of columns would be Totals, which is for the entire budget 
period.

Note, if the second set isn't quite what you are looking for, I'm not 
sure you can duplicate that old report in one shot. In that case, you 
would then simply only report on one period (and the Totals) and choose 
either 'accumulated amounts' or not based on if you wanted numbers for 
just that period *or* YTD as of that period. In which case, you can't 
get both at the same time.

Regards,
Adrien

On 7/27/23 1:48 AM, larry johnston wrote:
> 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.