I will add to Adrien's note to say that there were particularly significant changes to the transaction report that have changed how that report manages the suppression or display of transaction detail as well as totals. If you've saved reports based on this, you will have to adjust them.
Because of the many changes to the report system in recent versions, you most likely will have to revisit most of them to ensure compatibility. I'd expect the same for any of your custom-coded reports as well. David T. -------- Original Message -------- From: Adrien Monteleone <adrien.montele...@lusfiber.net> Sent: Fri Dec 11 07:26:44 EST 2020 To: gnucash-u...@lists.gnucash.org Subject: Re: [GNC] GnuCash Software Update You're 2 major versions behind. There have been significant changes. Is it possible to save everything will little effort? Maybe, that depends on your specific customizations. What do you mean by 'customized reports'? Are these just saved report configurations, as within GnuCash, or custom *coded* reports? (the latter will likely require tweaking their code to continue working) For 'Saved Configurations' most should translate just fine, but there were some issues in either the 3.x or 4.x jump that required some fidgeting with their options to get them to work again. (doable, but not effortless) The move to 3.x will also change some storage locations, especially for things like custom coded reports, and user configurations. (style sheets included) These should be preserved just fine and moved to their new homes by the upgrade, but there we some hiccups for some users. (for Windows users if I'm not mistaken) The Wiki has more info on upgrading procedures and caveats. It also contains the storage locations before and after version 3.x. (so you'll know where things are now, where they should end up, and then if things don't go right, how to fix that) Maybe someone else can help with specifics if they've encountered issues with Report Configurations or Style Sheets. Otherwise, you'll first want to update to 2.6.21 which was the last of the 2.6 series. Then update to 3.11, the last of the 3.x series. On first opening your file(s) with this version, run Actions > Check & Repair > Check & Repair All. Then look over everything carefully for any breakages. Do this for each data file or 'book' you keep in GnuCash. If all is well (solve all issues 1st!) then proceed to 4.2 which is the current release. (4.3 due out just before end of year) Again, run the Actions > Check & Repair > Check & Repair All for each file. Regards, Adrien On 12/10/20 5:09 PM, Don Earnhardt wrote: > I have seen information about overwriting the current version of GnuCash > (version 2.6.3) on my Windows PC with the latest version. However, I am > extremely nervous about doing so. I can back up the data, so that doesn't > bother me. I have configured my software with many customized reports and > style sheets and I would be very unhappy to lose any of them. Is there > ANYTHING that I might lose by installing a new version over my old one? I > have been using this software quite happily (with one exception) since the > beginning of 2014 and I don't want to have to re-create anything that I have > customized during that time. _______________________________________________ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All. _______________________________________________ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.