Re: [GNC] budget reports 'YTD' vs 'use accumulated amounts'

2023-12-01 Thread larry johnston
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.
>
>
>
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Re: [GNC] budget reports 'YTD' vs 'use accumulated amounts'

2023-11-17 Thread Mark Penner via gnucash-user
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.


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Re: [GNC] budget reports 'YTD' vs 'use accumulated amounts'

2023-11-17 Thread Adrien Monteleone

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?


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Re: [GNC] budget reports 'YTD' vs 'use accumulated amounts'

2023-11-17 Thread larry johnston
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
>> ___
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>>
>
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Re: [GNC] budget reports 'YTD' vs 'use accumulated amounts'

2023-07-19 Thread larry johnston
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
> ___
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Re: [GNC] budget reports 'YTD' vs 'use accumulated amounts'

2023-07-19 Thread Stan Brown (using GC 2.6.19)
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
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Re: [GNC] budget reports 'YTD' vs 'use accumulated amounts'

2023-07-19 Thread Adrien Monteleone

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.


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Re: [GNC] budget reports 'YTD' vs 'use accumulated amounts'

2023-07-19 Thread larry johnston
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'

2023-07-19 Thread Adrien Monteleone

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'

2023-07-18 Thread larry johnston
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
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> > > If you are using Nabble or Gmane, please see
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> > > -
> > > Please remember to CC this list on all your replies.
> > > You can do this by using Reply-To-List or Reply-All.
> > >
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Re: [GNC] budget reports 'YTD' vs 'use accumulated amounts'

2020-01-15 Thread Christopher Lam
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.
> >
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Re: [GNC] budget reports 'YTD' vs 'use accumulated amounts'

2020-01-15 Thread larry johnston
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
>
>
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Re: [GNC] budget reports 'YTD' vs 'use accumulated amounts'

2020-01-12 Thread pj42uk
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



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