Re: How to close a financial year & how to keep 'earmarked' funds

2017-05-25 Thread Mike or Penny Novack
On 5/25/2017 11:49 AM, Maf. King wrote: Copying to list... On Thursday, 25 May 2017 16:33:39 BST you wrote: Maf thanks so much!!! Helpful certainly. But I don’t understand IIRC, YMMV and HTH. Side by side reports, etc. I can't really advise you on that as I do not try to do that sort of

Re: How to close a financial year & how to keep 'earmarked' funds

2017-05-25 Thread Mike or Penny Novack
On 5/25/2017 11:05 AM, Anita Graves wrote: I am astounded at the amount of help you dear people offer! Thank you very much. ... My only reason for wanting to ‘close’ the books was in order to properly carry forward any account balances. In my case, I had some advanced fund balances in

Re: How to close a financial year & how to keep 'earmarked' funds

2017-05-25 Thread Maf. King
Copying to list... On Thursday, 25 May 2017 16:33:39 BST you wrote: > Maf thanks so much!!! Helpful certainly. But I don’t understand IIRC, YMMV > and HTH. Mostly internet abbreviations. If I Recall Correctly Your Mileage Might Vary Hope That Helps > > How is it possible to keep the same

Re: How to close a financial year & how to keep 'earmarked' funds

2017-05-25 Thread Derek Atkins
On Thu, May 25, 2017 11:33 am, Anita Graves wrote: > Maf thanks so much!!! Helpful certainly. But I don’t understand IIRC, > YMMV and HTH. If I Recall Corretly Your Mileage May Vary Happy To Help > How is it possible to keep the same file moving from one year to the next > in the same file?

Re: How to close a financial year & how to keep 'earmarked' funds

2017-05-25 Thread Maf. King
On Thursday, 25 May 2017 16:05:27 BST Anita Graves wrote: > > I would very much like to know how these funds should be entered in the > accounts. You take money from the asset accounts (checking or cash) and > put it in special ‘earmarked’ expense subaccounts, then draw the funds > toward zero

Re: How to close a financial year

2017-05-25 Thread Mike or Penny Novack
On 5/24/2017 10:56 PM, doncram wrote: Thank you to David T. and to Michael D Novack and others for observations on closing. Ideas from these and other comments that I can look for in past ("annual") discussions oughta be incorporated into documentation. Some notes while this is fresh:

Fwd: How to close a financial year & how to keep 'earmarked' funds

2017-05-25 Thread Anita Graves
> Begin forwarded message: > > From: Anita Graves <anitagra...@mac.com> > Subject: Re: How to close a financial year & how to keep 'earmarked' funds > Date: 25 May 2017 at 6:05:27 PM GMT+3 > To: Derek Atkins <warl...@mit.edu> > Cc: doncram <donc...@gmail

Re: How to close a financial year

2017-05-25 Thread Derek Atkins
doncram writes: > The advice to Anita to close a year's books, with warning present in the > that doing so will destroy usability of reports henceforth, is quite > alarming! What is meant by "closing" in GnuCash-jargon seems different > than what is meant more usually in

Re: How to close a financial year

2017-05-25 Thread Liz
On Wed, 24 May 2017 22:56:25 -0400 doncram wrote: > *I still am gathering that password-locking the past period data is > not possible. It is 'possible', but its a naive sort of lock. It looks good, but the problem is that it is open to hacking. Mike Novack has made annual

Re: How to close a financial year

2017-05-24 Thread David T. via gnucash-user
Don,  Your contributions will be welcome. As I do not close my books, and also do not use the business features, I can only offer you editorial guidance and general help in the process.  As for the term "Chart of Accounts", Gnucash uses this term for the page that displays all accounts in a

Re: How to close a financial year

2017-05-24 Thread Adrien Monteleone
> On May 24, 2017, at 9:56 PM, doncram wrote: > > Thank you to David T. and to Michael D Novack and others for observations > on closing. Ideas from these and other comments that I can look for in > past ("annual") discussions oughta be incorporated into documentation. >

Re: How to close a financial year

2017-05-24 Thread doncram
Thank you to David T. and to Michael D Novack and others for observations on closing. Ideas from these and other comments that I can look for in past ("annual") discussions oughta be incorporated into documentation. Some notes while this is fresh: *Annual discussions, true "frequently asked

Re: How to close a financial year

2017-05-22 Thread DaveC49
://gnucash.1415818.n4.nabble.com/How-to-close-a-financial-year-tp4691662p4691794.html Sent from the GnuCash - User mailing list archive at Nabble.com. ___ gnucash-user mailing list gnucash-user@gnucash.org https://lists.gnucash.org/mailman/listinfo/gnucash

Re: How to close a financial year

2017-05-16 Thread Colin Law
On 16 May 2017 at 10:53, David T. via gnucash-user wrote: > Anita, > This is discussed pretty much every year on the list. Try googling "close > books gnucash site:lists.gnucash.org". You should find plenty of reading. Also note that there may be no need for you to

How to close a financial year

2017-05-16 Thread Anita Graves
Dear Friends, How does one close the file for one financial year and open a new one with the same account tree for the next financial year. I am not sure where in the manual these things will be covered. I managed to export my account tree but don’t know how to turn around and import it in a