Re: [GNC] budget reports 'YTD' vs 'use accumulated amounts'
Thanks. That is what I was looking for. I thought it was a report, not an option on a report. Larry On Fri, Nov 17, 2023, 8:17 p.m. Mark Penner wrote: > On Friday, November 17, 2023 1:53:38 PM CST larry johnston wrote: > > I got as far as upgrading to GC 4.14 and was planning to use the Use > > Accumulated Amounts report but I could not find it. Do I have to upgrade > to > > ver 5 or am I not looking in the correct place? > > I don't know where you've looked, but in the Budget Report options, on the > General tab, there is a checkbox labelled 'Use accumulated amounts'. Is > that > what you're looking for? When checked the accumulated amount budgeted over > all > periods up to the that period is shown. When unchecked only the amount > budgeted for that period is shown. > > > ___ 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] budget reports 'YTD' vs 'use accumulated amounts'
On Friday, November 17, 2023 1:53:38 PM CST larry johnston wrote: > I got as far as upgrading to GC 4.14 and was planning to use the Use > Accumulated Amounts report but I could not find it. Do I have to upgrade to > ver 5 or am I not looking in the correct place? I don't know where you've looked, but in the Budget Report options, on the General tab, there is a checkbox labelled 'Use accumulated amounts'. Is that what you're looking for? When checked the accumulated amount budgeted over all periods up to the that period is shown. When unchecked only the amount budgeted for that period is shown. ___ 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] budget reports 'YTD' vs 'use accumulated amounts'
I'm not familiar with such a report name. I'm on 5.4 and it does not exist. Regards, Adrien On 11/17/23 1:53 PM, larry johnston wrote: Hi, I got as far as upgrading to GC 4.14 and was planning to use the Use Accumulated Amounts report but I could not find it. Do I have to upgrade to ver 5 or am I not looking in the correct place? ___ 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] budget reports 'YTD' vs 'use accumulated amounts'
Hi, I got as far as upgrading to GC 4.14 and was planning to use the Use Accumulated Amounts report but I could not find it. Do I have to upgrade to ver 5 or am I not looking in the correct place? TIA, Larry On Wed, Jul 19, 2023 at 1:31 PM larry johnston wrote: > Hi, > > Yes, I was thinking of starting over with 5.3. If I could import the Chart > of Accounts from 2.6.15 that would be great. > > Larry > > On Wed, Jul 19, 2023, 11:17 a.m. Stan Brown (using GC 2.6.19) < > stan+gnuc...@fastmail.fm> wrote: > >> On 2023-07-19 09:25, Adrien Monteleone wrote: >> > On 7/18/23 1:07 PM, larry johnston wrote: >> >> Will 2.6.15 run on Windows 11? Can it still be downloaded? >> > >> > First a direct answer: >> > >> > I don't know, but I'm sure It doesn't hurt to try. Maybe someone with >> > Win11 can try installing it to see and report back. (best I have is >> > access to Win10) >> >> I have 2.6.19, and it runs just fine on Windows 10 and 11. I can't >> imagine 2.6.15 would be any different. >> >> (I've been very short of time for months, and haven't had time to follow >> through on my intention to move to 5.x.) >> >> Stan Brown >> Tehachapi, CA, USA >> https://BrownMath.com >> ___ >> 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] budget reports 'YTD' vs 'use accumulated amounts'
Hi, Yes, I was thinking of starting over with 5.3. If I could import the Chart of Accounts from 2.6.15 that would be great. Larry On Wed, Jul 19, 2023, 11:17 a.m. Stan Brown (using GC 2.6.19) < stan+gnuc...@fastmail.fm> wrote: > On 2023-07-19 09:25, Adrien Monteleone wrote: > > On 7/18/23 1:07 PM, larry johnston wrote: > >> Will 2.6.15 run on Windows 11? Can it still be downloaded? > > > > First a direct answer: > > > > I don't know, but I'm sure It doesn't hurt to try. Maybe someone with > > Win11 can try installing it to see and report back. (best I have is > > access to Win10) > > I have 2.6.19, and it runs just fine on Windows 10 and 11. I can't > imagine 2.6.15 would be any different. > > (I've been very short of time for months, and haven't had time to follow > through on my intention to move to 5.x.) > > Stan Brown > Tehachapi, CA, USA > https://BrownMath.com > ___ > 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] budget reports 'YTD' vs 'use accumulated amounts'
On 2023-07-19 09:25, Adrien Monteleone wrote: > On 7/18/23 1:07 PM, larry johnston wrote: >> Will 2.6.15 run on Windows 11? Can it still be downloaded? > > First a direct answer: > > I don't know, but I'm sure It doesn't hurt to try. Maybe someone with > Win11 can try installing it to see and report back. (best I have is > access to Win10) I have 2.6.19, and it runs just fine on Windows 10 and 11. I can't imagine 2.6.15 would be any different. (I've been very short of time for months, and haven't had time to follow through on my intention to move to 5.x.) Stan Brown Tehachapi, CA, USA https://BrownMath.com ___ 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] budget reports 'YTD' vs 'use accumulated amounts'
I forgot about that option. For completeness, what you are describing is to start with the new version on a new computer with a fresh file, then just use your ending figures from the 2.6.15 file as 'opening balances' in the new file, correct? Note, you can start entirely fresh, or if you like, you can export just the Chart of Accounts from 2.6.15, import it to 5.3, and then manipulate it from there. The upgrade path isn't as terrible as it sounds, and it would allow you to preserve in-app access to historical data. But by all means, chart your own course. You have lots of options. Regards, Adrien On 7/19/23 12:57 PM, larry johnston wrote: I think I will install the latest version and try the 'use accumulated totals' report with a test file. If it works then make the jump. I have an old laptop that is running 2.6.15 if I have to access the old files. Rebuilding the Chart of Accounts seems easier than the upgrade process. ___ 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] budget reports 'YTD' vs 'use accumulated amounts'
Adrien, Thanks for the information. I think I will install the latest version and try the 'use accumulated totals' report with a test file. If it works then make the jump. I have an old laptop that is running 2.6.15 if I have to access the old files. Rebuilding the Chart of Accounts seems easier than the upgrade process. Larry On Wed, Jul 19, 2023 at 9:27 AM Adrien Monteleone < adrien.montele...@lusfiber.net> wrote: > On 7/18/23 1:07 PM, larry johnston wrote: > > Hi, > > > > I did not try to upgrade when I asked this question three years ago. > > However my computer is on its last legs so I am trying to decide what to > do > > when I get the new computer. > > > > We have been using GNUCash 2.6.15 and it has met our needs for our > personal > > finances. A key feature for us is Phil's YTD report. Per the discussion > in > > this string his report will not work in more recent versions. As a > result I > > have a few questions. > > > > Will 2.6.15 run on Windows 11? Can it still be downloaded? > > First a direct answer: > > I don't know, but I'm sure It doesn't hurt to try. Maybe someone with > Win11 can try installing it to see and report back. (best I have is > access to Win10) > > *note, the advice below sounds like a lot of work and reading. It is. > That's the tradeoff when you wait to upgrade. You don't put off the > work, you just scrunch it into 'one shot' later. > > > > - > Second, about finding the older versions: > > You can find it along with all other versions on SourceForge. (the > official location of all GnuCash Downloads) > > https://sourceforge.net/projects/gnucash/files/ > > Click the '(stable)' folder, then the folder for the version you want, > then click the installer you need. ('.exe' in your case) > > If you ever need to get back there again - simply go to GnuCash.org and > click the 'More downloads' link in the Download section at the top of > the page. That will take you to: https://gnucash.org/download.phtml > (there is also a Downloads section in the site menu, you can download > 'program' or 'documentation' from there) > > On that page, scroll to the bottom and choose the link for 'View all > GnuCash downloads' which takes you to the above SourceForge page. > > Use this to find any old version. (necessary for your upgrade path > should you take it) > > Despite the cutoff of old versions for old operating systems, there is > no hard rule that a *newer* version of GnuCash won't run on say, XP or > Win7, just that the devs don't support it and you are on your own > trying. I've never heard of any issue with old versions of *GnuCash* > running on *newer* operating system versions. (your case) > > > > - > Third, upgrade path: > > Read this over first: > > https://wiki.gnucash.org/wiki/FAQ#Using_Different_Versions.2C_Up_And_Downgrade > > With all that out of the way, and understanding it (ask back here on the > list if you have questions) you can proceed. > > MAKE BACKUPS! (or at least some sort of copy of your data file in > between *each* upgrade) That way if you have any problems or notice any > sort of data corruption, you can step back and try again. > > See this FAQ on Backups: > https://wiki.gnucash.org/wiki/FAQ#Questions_about_Backups > > You may want to backup your 'environment' as well as your data - so > don't skip that section! > > (yes, you will need to get familiar with the various file locations to > seamlessly pull this off) > > now, to really proceed with the upgrade... > > In your case, you would first want to upgrade to the last release of the > 2.6.x series, 2.6.21 > > Then you would step to the last of the 3.x series, then last of 4.x, > then finally the current 5.x release which is 5.3. > > Those releases in order would be: > > 2.6.15 -> 2.6.21 -> 3.11 -> 4.14 -> 5.3 > > Be sure (as noted in the above FAQ answer) to run Actions > Check & > Repair > Check & Repair All after first opening your file when you do > *each* upgrade. This is important. It should take only a few seconds, > but some data files might take longer. Report back here if you have any > issues. > > > > - > Fourth, other options: > > In a worst case, if you need to upgrade the computer to a new physical > machine running Win11, and 2.6.15 doesn't install or run, you could try > running 2.6.15 in a Virtual Machine. (either running your previous > version of Windows, or Linux) That is a tad bit technical, but not > terribly so these days. It is essentially running the old OS inside an > 'app'. There are even ways to migrate your current computer > installation, software, data and all, to a Virtual Machine. I have set > up Virtual Machines (VMs) for several non-techy family members and they > use it with no problems. > > If you end up needing that sort of solution, there are several of us > here who can help, even though that isn't specific to GnuCash. (and > there is plenty of help on the web for that too) > > Lastly, don't rule that old rustbucket out. It may be possible to >
Re: [GNC] budget reports 'YTD' vs 'use accumulated amounts'
On 7/18/23 1:07 PM, larry johnston wrote: Hi, I did not try to upgrade when I asked this question three years ago. However my computer is on its last legs so I am trying to decide what to do when I get the new computer. We have been using GNUCash 2.6.15 and it has met our needs for our personal finances. A key feature for us is Phil's YTD report. Per the discussion in this string his report will not work in more recent versions. As a result I have a few questions. Will 2.6.15 run on Windows 11? Can it still be downloaded? First a direct answer: I don't know, but I'm sure It doesn't hurt to try. Maybe someone with Win11 can try installing it to see and report back. (best I have is access to Win10) *note, the advice below sounds like a lot of work and reading. It is. That's the tradeoff when you wait to upgrade. You don't put off the work, you just scrunch it into 'one shot' later. - Second, about finding the older versions: You can find it along with all other versions on SourceForge. (the official location of all GnuCash Downloads) https://sourceforge.net/projects/gnucash/files/ Click the '(stable)' folder, then the folder for the version you want, then click the installer you need. ('.exe' in your case) If you ever need to get back there again - simply go to GnuCash.org and click the 'More downloads' link in the Download section at the top of the page. That will take you to: https://gnucash.org/download.phtml (there is also a Downloads section in the site menu, you can download 'program' or 'documentation' from there) On that page, scroll to the bottom and choose the link for 'View all GnuCash downloads' which takes you to the above SourceForge page. Use this to find any old version. (necessary for your upgrade path should you take it) Despite the cutoff of old versions for old operating systems, there is no hard rule that a *newer* version of GnuCash won't run on say, XP or Win7, just that the devs don't support it and you are on your own trying. I've never heard of any issue with old versions of *GnuCash* running on *newer* operating system versions. (your case) - Third, upgrade path: Read this over first: https://wiki.gnucash.org/wiki/FAQ#Using_Different_Versions.2C_Up_And_Downgrade With all that out of the way, and understanding it (ask back here on the list if you have questions) you can proceed. MAKE BACKUPS! (or at least some sort of copy of your data file in between *each* upgrade) That way if you have any problems or notice any sort of data corruption, you can step back and try again. See this FAQ on Backups: https://wiki.gnucash.org/wiki/FAQ#Questions_about_Backups You may want to backup your 'environment' as well as your data - so don't skip that section! (yes, you will need to get familiar with the various file locations to seamlessly pull this off) now, to really proceed with the upgrade... In your case, you would first want to upgrade to the last release of the 2.6.x series, 2.6.21 Then you would step to the last of the 3.x series, then last of 4.x, then finally the current 5.x release which is 5.3. Those releases in order would be: 2.6.15 -> 2.6.21 -> 3.11 -> 4.14 -> 5.3 Be sure (as noted in the above FAQ answer) to run Actions > Check & Repair > Check & Repair All after first opening your file when you do *each* upgrade. This is important. It should take only a few seconds, but some data files might take longer. Report back here if you have any issues. - Fourth, other options: In a worst case, if you need to upgrade the computer to a new physical machine running Win11, and 2.6.15 doesn't install or run, you could try running 2.6.15 in a Virtual Machine. (either running your previous version of Windows, or Linux) That is a tad bit technical, but not terribly so these days. It is essentially running the old OS inside an 'app'. There are even ways to migrate your current computer installation, software, data and all, to a Virtual Machine. I have set up Virtual Machines (VMs) for several non-techy family members and they use it with no problems. If you end up needing that sort of solution, there are several of us here who can help, even though that isn't specific to GnuCash. (and there is plenty of help on the web for that too) Lastly, don't rule that old rustbucket out. It may be possible to 'refresh' it simply by reinstalling Windows, possibly upgrading some internal hardware, or switching to an appropriate version of Linux. You'd be amazed how either of those approaches can revitalize aging hardware to like-new performance. (or better in some cases!) Does a later version have a report with the same functionality as Phil's YTD report? I think Chris answered this, but specifically we'd need Phil's report (or at least a sample of its output) to know for sure. To your more detailed question: Does the current Budget Report give YTD figures? Yes, using the 'accumulated
Re: [GNC] budget reports 'YTD' vs 'use accumulated amounts'
Hi, I did not try to upgrade when I asked this question three years ago. However my computer is on its last legs so I am trying to decide what to do when I get the new computer. We have been using GNUCash 2.6.15 and it has met our needs for our personal finances. A key feature for us is Phil's YTD report. Per the discussion in this string his report will not work in more recent versions. As a result I have a few questions. Will 2.6.15 run on Windows 11? Can it still be downloaded? Does a later version have a report with the same functionality as Phil's YTD report? If we want to access our current files what stages of upgrading do we need to take? Is it possible for someone who is not that computer savvy to run two versions of GNUCash on Windows 11? TIA, Larry On Wed, Jan 15, 2020 at 3:59 PM Christopher Lam wrote: > The updated budget report in 3.8 aims to display the YTD budget amounts. > If it does not perform well then you'll need to file a bug. > > On Wed, 15 Jan 2020 at 23:48, larry johnston > wrote: > > > Peter, > > > > I am still running 2.6.15. I am running Windows 10. Phil's report still > > runs well in Wndows 10. > > > > I have not upgraded because I do not want to lose the functionality of > > Phil's report. I do not download financial information from institution > as > > I do manual entry so have not seen any reason to upgrade. I am however > > worried that if I wait too long I won't be able to access my data in a > > later upgrade. > > > > Have you used the 'use accumulated totals' function in the newer > versions? > > I gather from what you state that you don't think it will > > provide similar results to Phil's YTD refort. > > > > Larry > > > > On Sun, Jan 12, 2020 at 2:54 AM pj42uk wrote: > > > > > Larry, so far as I can tell the Standard report does not provide the > YTD > > > information. > > > Phil's report does nor run properly on v 3.8 Windows 10. > > > Is your experience any different? > > > Peter > > > > > > > > > > > > -- > > > Sent from: > > http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html > > > ___ > > > 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. > > > ___ > 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 - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] budget reports 'YTD' vs 'use accumulated amounts'
The updated budget report in 3.8 aims to display the YTD budget amounts. If it does not perform well then you'll need to file a bug. On Wed, 15 Jan 2020 at 23:48, larry johnston wrote: > Peter, > > I am still running 2.6.15. I am running Windows 10. Phil's report still > runs well in Wndows 10. > > I have not upgraded because I do not want to lose the functionality of > Phil's report. I do not download financial information from institution as > I do manual entry so have not seen any reason to upgrade. I am however > worried that if I wait too long I won't be able to access my data in a > later upgrade. > > Have you used the 'use accumulated totals' function in the newer versions? > I gather from what you state that you don't think it will > provide similar results to Phil's YTD refort. > > Larry > > On Sun, Jan 12, 2020 at 2:54 AM pj42uk wrote: > > > Larry, so far as I can tell the Standard report does not provide the YTD > > information. > > Phil's report does nor run properly on v 3.8 Windows 10. > > Is your experience any different? > > Peter > > > > > > > > -- > > Sent from: > http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html > > ___ > > 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. > ___ 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.
Re: [GNC] budget reports 'YTD' vs 'use accumulated amounts'
Peter, I am still running 2.6.15. I am running Windows 10. Phil's report still runs well in Wndows 10. I have not upgraded because I do not want to lose the functionality of Phil's report. I do not download financial information from institution as I do manual entry so have not seen any reason to upgrade. I am however worried that if I wait too long I won't be able to access my data in a later upgrade. Have you used the 'use accumulated totals' function in the newer versions? I gather from what you state that you don't think it will provide similar results to Phil's YTD refort. Larry On Sun, Jan 12, 2020 at 2:54 AM pj42uk wrote: > Larry, so far as I can tell the Standard report does not provide the YTD > information. > Phil's report does nor run properly on v 3.8 Windows 10. > Is your experience any different? > Peter > > > > -- > Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html > ___ > 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.
Re: [GNC] budget reports 'YTD' vs 'use accumulated amounts'
Larry, so far as I can tell the Standard report does not provide the YTD information. Phil's report does nor run properly on v 3.8 Windows 10. Is your experience any different? Peter -- Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html ___ 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.