Thanks, I will see what I can make of it. Larry
On Wed, Jul 26, 2023, 9:48 p.m. Adrien Monteleone < adrien.montele...@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.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? > >> > >> _______________________________________________ > >> gnucash-user mailing list > >> gnucash-user@gnucash.org > >> To update your subscription preferences or to unsubscribe: > >> https://lists.gnucash.org/mailman/listinfo/gnucash-user > >> ----- > >> 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 > > ----- > > 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 > ----- > 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 ----- Please remember to CC this list on all your replies. 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