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.montele...@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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