Re: [GNC] Upgrading to 5.3 from 2.6.15

[larry johnston]

Hi,

I just had not scrolled down far enough.

If you deselect Include Collapsed Periods then you get the report for just
the month that you selected with the accumulated totals to the end of that
month. In that case the report seems fine. I am not sure there is a bug. To
get the equivalent of Phil's report I have to do 3 reports. A budget report
for  the month without Accumulated Totals. A Budget report of the
month with Accumulated Totals and a Budget report for the year or the 12th
month with Accumulated Totals which will show me how much I have left to
spend or receive until the end of the year. It is a bit more cumbersome but
doable.

Thanks,

Larry

On Mon, Dec 4, 2023 at 8:43 PM Adrien Monteleone <
adrien.montele...@lusfiber.net> wrote:

> Possibly. I see that I filed it while using 5.3.
>
> I don't recall exactly, but it might be in the Experimental folder, but
> I'm uncertain.
>
> Regards,
> Adrien
>
> On 12/4/23 10:29 PM, larry johnston wrote:
> > In ver 4.14 I don't see any other options than Range Start and Range End,
> > maybe Collapsed Periods did not come until Ver 5 or maybe I am missing
> > something.
>
> ___
> 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.

Re: [GNC] Upgrading to 5.3 from 2.6.15

[Adrien Monteleone]

Possibly. I see that I filed it while using 5.3.

I don't recall exactly, but it might be in the Experimental folder, but 
I'm uncertain.


Regards,
Adrien

On 12/4/23 10:29 PM, larry johnston wrote:

In ver 4.14 I don't see any other options than Range Start and Range End,
maybe Collapsed Periods did not come until Ver 5 or maybe I am missing
something.


___
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.

Re: [GNC] Upgrading to 5.3 from 2.6.15

[larry johnston]

Hi,

I signed up for Bugzilla so I can follow this bug now.

In ver 4.14 I don't see any other options than Range Start and Range End,
maybe Collapsed Periods did not come until Ver 5 or maybe I am missing
something.

TIA,

Larry

On Mon, Dec 4, 2023 at 7:43 PM Adrien Monteleone <
adrien.montele...@lusfiber.net> wrote:

> If you clicked the link for the bug and read it, you should see
> discussion on it.
>
> If you want to file a bug, or comment on this one, you need an account
> on that site.
>
> If I'm not mistaken, I'm derelict on getting back with a screenshot
> showing the problem. I hope to get that up to speed this week. (among
> other bugs I filed that need more info)
>
> 
> Check the General tab. The last 2 options toggle collapsed periods.
> (before & after)
>
> Regards,
> Adrien
>
> On 12/4/23 9:27 PM, larry johnston wrote:
> > Hi,
> >
> > I finally got back to this as I try to prepare for my year end.
> >
> > As you report in your Bug Report 799046 it does not seem possible to
> > display a single period in the Budget Report using the Use Accumulated
> > Totals feature, which is quite frustrating.
> >
> > I have only upgraded to ver 4.14 and in that version I do not see a
> > 'Include Collapsed Periods' option so I was not able to replicate your
> > work, but my reports also include periods that are uncollapsed.
> >
> > I am not sure how Bug Reports work, so I was unable to see if there was
> any
> > updates on this Bug. What do I log into and how do I log in.
>
> ___
> 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.

Re: [GNC] Upgrading to 5.3 from 2.6.15

[Adrien Monteleone]

If you clicked the link for the bug and read it, you should see 
discussion on it.


If you want to file a bug, or comment on this one, you need an account 
on that site.


If I'm not mistaken, I'm derelict on getting back with a screenshot 
showing the problem. I hope to get that up to speed this week. (among 
other bugs I filed that need more info)



Check the General tab. The last 2 options toggle collapsed periods. 
(before & after)


Regards,
Adrien

On 12/4/23 9:27 PM, larry johnston wrote:

Hi,

I finally got back to this as I try to prepare for my year end.

As you report in your Bug Report 799046 it does not seem possible to
display a single period in the Budget Report using the Use Accumulated
Totals feature, which is quite frustrating.

I have only upgraded to ver 4.14 and in that version I do not see a
'Include Collapsed Periods' option so I was not able to replicate your
work, but my reports also include periods that are uncollapsed.

I am not sure how Bug Reports work, so I was unable to see if there was any
updates on this Bug. What do I log into and how do I log in.


___
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.

Re: [GNC] Upgrading to 5.3 from 2.6.15

[larry johnston]

Hi,

I finally got back to this as I try to prepare for my year end.

As you report in your Bug Report 799046 it does not seem possible to
display a single period in the Budget Report using the Use Accumulated
Totals feature, which is quite frustrating.

I have only upgraded to ver 4.14 and in that version I do not see a
'Include Collapsed Periods' option so I was not able to replicate your
work, but my reports also include periods that are uncollapsed.

I am not sure how Bug Reports work, so I was unable to see if there was any
updates on this Bug. What do I log into and how do I log in.

TIA,

Larry

On Thu, Jul 27, 2023 at 9:58 AM larry johnston 
wrote:

> Thanks. I have to put this project onhold for a while. Fortunately 'use
> accumulated totals' gives me the basics that I need and the rest is gravy
> if I can get it.
>
>
> Larry
>
> On Thu, Jul 27, 2023 at 9:43 AM Adrien Monteleone <
> adrien.montele...@lusfiber.net> wrote:
>
>> 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.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.
>>
>> ___
>> 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.

Re: [GNC] Upgrading to 5.3 from 2.6.15

[larry johnston]

Thanks. I have to put this project onhold for a while. Fortunately 'use
accumulated totals' gives me the basics that I need and the rest is gravy
if I can get it.


Larry

On Thu, Jul 27, 2023 at 9:43 AM Adrien Monteleone <
adrien.montele...@lusfiber.net> wrote:

> 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.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.
>
> ___
> 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.

Re: [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.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.


___
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.

Re: [GNC] Upgrading to 5.3 from 2.6.15

[larry johnston]

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:

Re: [GNC] Upgrading to 5.3 from 2.6.15

[Adrien Monteleone]

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.

Re: [GNC] Upgrading to 5.3 from 2.6.15

[larry johnston]

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.

Re: [GNC] Upgrading to 5.3 from 2.6.15

[Adrien Monteleone]

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.

Re: [GNC] Upgrading to 5.3 from 2.6.15

[larry johnston]

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?

TIA,

Larry

On Wed, Jul 26, 2023, 8:15 p.m. Adrien Monteleone <
adrien.montele...@lusfiber.net> wrote:

> That looks like GnuCash thought it wasn't opening your file, but
> starting a new book.
>
> How did you 'start' GnuCash *exactly* after the 4.14 install?
>
> Also note, you can click Cancel on that first screen, or if it doesn't
> show again, and you just get a blank app with either no book or a new
> empty unsaved book, you can open your file via File > Open and
> navigating to where you last saved it.
>
> That should then clear it up and next time you open GnuCash, it should
> remember where your book was and open it for you.
>
> Then do the Check & Repair step once you verify you can open your book.
>
> Regards,
> Adrien
>
> On 7/26/23 9:54 PM, larry johnston wrote:
> > We started the upgrade process from 2.6.15. The upgrade from 2.6.15 to
> > 2.6.21 and from 2.6.21 to 3.11 seemed to go ok but the upgrade from 3.11
> to
> > 4.14 sees to have hit a snag. When we open 4.14 we get a dialog box that
> > states: 'There are some predefined actions available that most new users
> > prefer to get started with GnuCash. Select one of these actions from
> below
> > and click the OK button or press the Cancel button if you don't want to
> > perform any of them.'
> >
> > The options are: Create a new set of accounts
> >   Import my QIF files
> >Open the new user tutorial
> >
> > Since we are not new users we chose Cancel but none of our files were
> > available to use.
> >
> > We then chose the tutorial but did not find anything that seemed to
> > address our problem.
> >
> > Is this the normal way 4;14 upgrades? Do we have to set up a new set of
> > accounts? Can we import files from our 3.11 backup? Should we reinstall
> > 3.11 and try again?
>
> ___
> 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.

Re: [GNC] Upgrading to 5.3 from 2.6.15

[john]

That sounds like the preferences didn't migrate. We had to change the GSettings 
schema from org.gnucash to org.gnucash.GnuCash to get preferences to work 
correctly in flatpak. We did that change in GnuCash 4.7, and there's a function 
that's supposed to transfer your preferences to the new schema.

Can you open your files by navigating to them with File>Open? Have you modified 
your preferences (via Edit>Preferences) from the defaults enough to motivate 
you to try to recover them, and if so are you comfortable with using regedit?

Regards,
John Ralls

> On Jul 26, 2023, at 19:54, larry johnston  wrote:
> 
> We started the upgrade process from 2.6.15. The upgrade from 2.6.15 to
> 2.6.21 and from 2.6.21 to 3.11 seemed to go ok but the upgrade from 3.11 to
> 4.14 sees to have hit a snag. When we open 4.14 we get a dialog box that
> states: 'There are some predefined actions available that most new users
> prefer to get started with GnuCash. Select one of these actions from below
> and click the OK button or press the Cancel button if you don't want to
> perform any of them.'
> 
> The options are: Create a new set of accounts
> Import my QIF files
>  Open the new user tutorial
> 
> Since we are not new users we chose Cancel but none of our files were
> available to use.
> 
> We then chose the tutorial but did not find anything that seemed to
> address our problem.
> 
> Is this the normal way 4;14 upgrades? Do we have to set up a new set of
> accounts? Can we import files from our 3.11 backup? Should we reinstall
> 3.11 and try again?
> 
> TIA,
> 
> Larry
> 
> On Wed, Jul 26, 2023 at 4:22 PM flywire  wrote:
> 
>> On Wed, 26 Jul 2023 at 13:31, john  wrote:
>> 
>>> Yeah, it's gotten a lot faster since...
>>> 
>> 
>> GnuCash V5.2
>> ___
>> 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.

Re: [GNC] Upgrading to 5.3 from 2.6.15

[Adrien Monteleone]

That looks like GnuCash thought it wasn't opening your file, but 
starting a new book.


How did you 'start' GnuCash *exactly* after the 4.14 install?

Also note, you can click Cancel on that first screen, or if it doesn't 
show again, and you just get a blank app with either no book or a new 
empty unsaved book, you can open your file via File > Open and 
navigating to where you last saved it.


That should then clear it up and next time you open GnuCash, it should 
remember where your book was and open it for you.


Then do the Check & Repair step once you verify you can open your book.

Regards,
Adrien

On 7/26/23 9:54 PM, larry johnston wrote:

We started the upgrade process from 2.6.15. The upgrade from 2.6.15 to
2.6.21 and from 2.6.21 to 3.11 seemed to go ok but the upgrade from 3.11 to
4.14 sees to have hit a snag. When we open 4.14 we get a dialog box that
states: 'There are some predefined actions available that most new users
prefer to get started with GnuCash. Select one of these actions from below
and click the OK button or press the Cancel button if you don't want to
perform any of them.'

The options are: Create a new set of accounts
  Import my QIF files
   Open the new user tutorial

Since we are not new users we chose Cancel but none of our files were
available to use.

We then chose the tutorial but did not find anything that seemed to
address our problem.

Is this the normal way 4;14 upgrades? Do we have to set up a new set of
accounts? Can we import files from our 3.11 backup? Should we reinstall
3.11 and try again?


___
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.

Re: [GNC] Upgrading to 5.3 from 2.6.15

[larry johnston]

We started the upgrade process from 2.6.15. The upgrade from 2.6.15 to
2.6.21 and from 2.6.21 to 3.11 seemed to go ok but the upgrade from 3.11 to
4.14 sees to have hit a snag. When we open 4.14 we get a dialog box that
states: 'There are some predefined actions available that most new users
prefer to get started with GnuCash. Select one of these actions from below
and click the OK button or press the Cancel button if you don't want to
perform any of them.'

The options are: Create a new set of accounts
 Import my QIF files
  Open the new user tutorial

Since we are not new users we chose Cancel but none of our files were
available to use.

We then chose the tutorial but did not find anything that seemed to
address our problem.

Is this the normal way 4;14 upgrades? Do we have to set up a new set of
accounts? Can we import files from our 3.11 backup? Should we reinstall
3.11 and try again?

TIA,

Larry

On Wed, Jul 26, 2023 at 4:22 PM flywire  wrote:

> On Wed, 26 Jul 2023 at 13:31, john  wrote:
>
> > Yeah, it's gotten a lot faster since...
> >
>
> GnuCash V5.2
> ___
> 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.

Re: [GNC] Upgrading to 5.3 from 2.6.15

[flywire]

On Wed, 26 Jul 2023 at 13:31, john  wrote:

> Yeah, it's gotten a lot faster since...
>

GnuCash V5.2
___
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.

Re: [GNC] Upgrading to 5.3 from 2.6.15

[Christopher Lam]

On Wed, 26 Jul 2023 at 11:32, john  wrote:

> Yeah, it's gotten a lot faster since Chris Lam figured out it was checking
> every transaction for every split in the transaction and fixed it to only
> traverse the transactions once.
>

This was only 1 part of the speedup: each typical (2 or more splits)
transaction was being scrubbed as many times as they have splits. This was
PR 1651.
The more significant speedup was to eliminate the xaccTransBegin/CommitEdit
before the scrub, and only call them if the transaction needed to be
scrubbed. PR 1654.
Benchmarks:
https://github.com/Gnucash/gnucash/pull/1654#issuecomment-1573876944
___
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.

Re: [GNC] Upgrading to 5.3 from 2.6.15

[john]

Yeah, it's gotten a lot faster since Chris Lam figured out it was checking 
every transaction for every split in the transaction and fixed it to only 
traverse the transactions once.

Regards,
John Ralls


> On Jul 25, 2023, at 19:13, R Losey  wrote:
> 
> Is this still working? I'm running 5.3 and thought I'd run Check & Repair 
> (all). In the past, it would take a while, as it would go through all of the 
> accounts, doing checks.
> 
> But now, it seems to be over in the blink of an eye.
> 
> On Mon, Jul 24, 2023 at 10:15 PM john  > wrote:
>> Sort of. There are a bunch of routines that we call "scrubs" that run at the 
>> beginning of a session. They uncorrupt data from a few bugs known to have 
>> caused problems, do some data-integrity checks like making sure that 
>> transactions balance and that all of the accounts referenced in splits 
>> actually exist, and make data changes for older files needed by the current 
>> GnuCash version. Check and repair runs those scrubs (again) plus a few more.
>> 
>> Regards,
>> John Ralls
>> 
>> 
>> > On Jul 24, 2023, at 19:54, larry johnston > > > wrote:
>> > 
>> > Is running 'Check and Repair' what upgrades your data file to the upgrade
>> > version?
>> > 
>> > TIA,
>> > 
>> > Larry
>> > 
>> > On Mon, Jul 24, 2023 at 5:42 PM flywire > > > wrote:
>> > 
>> >> https://wiki.gnucash.org/wiki/Installation#Upgrading
>> >> 
>> > ___
>> > 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.
> 
> 
> -- 
> _
> Richard Losey
> rlo...@gmail.com 
> Micah 6:8

___
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.

Re: [GNC] Upgrading to 5.3 from 2.6.15

[R Losey]

Is this still working? I'm running 5.3 and thought I'd run Check & Repair
(all). In the past, it would take a while, as it would go through all of
the accounts, doing checks.

But now, it seems to be over in the blink of an eye.

On Mon, Jul 24, 2023 at 10:15 PM john  wrote:

> Sort of. There are a bunch of routines that we call "scrubs" that run at
> the beginning of a session. They uncorrupt data from a few bugs known to
> have caused problems, do some data-integrity checks like making sure that
> transactions balance and that all of the accounts referenced in splits
> actually exist, and make data changes for older files needed by the current
> GnuCash version. Check and repair runs those scrubs (again) plus a few more.
>
> Regards,
> John Ralls
>
>
> > On Jul 24, 2023, at 19:54, larry johnston  wrote:
> >
> > Is running 'Check and Repair' what upgrades your data file to the upgrade
> > version?
> >
> > TIA,
> >
> > Larry
> >
> > On Mon, Jul 24, 2023 at 5:42 PM flywire  wrote:
> >
> >> https://wiki.gnucash.org/wiki/Installation#Upgrading
> >>
> > ___
> > 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.
>


-- 
_
Richard Losey
rlo...@gmail.com
Micah 6:8
___
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.

Re: [GNC] Upgrading to 5.3 from 2.6.15

[Jim DeLaHunt]

On 2023-07-24 16:07, larry johnston wrote:


I have decided to upgrade to the current version.…
I have been looking at the FAQ's but I haven't found anything on upgrading
from one version to another. Where would I be looking for the best
information?


Try .

Having read that, then maybe 
 
will make more sense.


If you still have questions, please ask. Good luck!
    —Jim DeLaHunt

___
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.

Re: [GNC] Upgrading to 5.3 from 2.6.15

[john]

Sort of. There are a bunch of routines that we call "scrubs" that run at the 
beginning of a session. They uncorrupt data from a few bugs known to have 
caused problems, do some data-integrity checks like making sure that 
transactions balance and that all of the accounts referenced in splits actually 
exist, and make data changes for older files needed by the current GnuCash 
version. Check and repair runs those scrubs (again) plus a few more.

Regards,
John Ralls


> On Jul 24, 2023, at 19:54, larry johnston  wrote:
> 
> Is running 'Check and Repair' what upgrades your data file to the upgrade
> version?
> 
> TIA,
> 
> Larry
> 
> On Mon, Jul 24, 2023 at 5:42 PM flywire  wrote:
> 
>> https://wiki.gnucash.org/wiki/Installation#Upgrading
>> 
> ___
> 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.

Re: [GNC] Upgrading to 5.3 from 2.6.15

[larry johnston]

Is running 'Check and Repair' what upgrades your data file to the upgrade
version?

TIA,

Larry

On Mon, Jul 24, 2023 at 5:42 PM flywire  wrote:

> https://wiki.gnucash.org/wiki/Installation#Upgrading
>
___
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.