[GNC] Tax TFX Report - How to Change Fiscal Year?

My report always pulls up final report of 2023 tax prep effort. I don't see where to change the fiscal year. Thx! ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org

[GNC] Saved reports "forget" their target accounts

Version: 5.9 Build ID: 5.9+(2024-09-28) michaelhendry@iMac ~ % uname -a Darwin iMac.local 24.1.0 Darwin Kernel Version 24.1.0: Thu Oct 10 21:02:27 PDT 2024; root:xnu-11215.41.3~2/RELEASE_X86_64 x86_64 I’ve been having a recurring problem with variations on this error message: GASDS Report for 2

Re: [GNC] gnucash-user Digest, Vol 262, Issue 65

After you open the Tax Report and select 'Options' in the menu bar, under 'General' tab, if you select 'Use From - To' where it says 'Alternate Period' and then specify the From and To just above with specific dates (i.e., 01/01/2024 and 12/31/2024 for calendar year, or your fiscal year start and e

[GNC] Invoice formatting issue

(Got no response when I sent this to the list the first time - still hoping someone has an idea) I recently upgraded from GC 3.7 on macOS Catalina to GC 5.10 on macOS Sequoia. In 3.7 when I created a PDF the invoice name, date / due date / terms block, and customer address were all left-aligne

Re: [GNC] Asset Allocation by Sector

> On Jan 31, 2025, at 06:51, Michael or Penny Novack via gnucash-user > wrote: > > On 1/31/2025 7:31 AM, rsbrux via gnucash-user wrote: >> I have been using GC for years for all of my bookkeeping, including >> investment tracking. >> I have managed to make rudimentary Asset Allocation reports

Re: [GNC] Asset Allocation by Sector

John, I like the way you're pointing here, but I'd suggest a slightly different approach. I'd create a spreadsheet with the APR data in a separate worksheet, and then I'd compile data in other worksheets using that data. You can create formulae that pull data from the APR and derive meaningf

Re: [GNC] Saved reports "forget" their target accounts

Michael, There’s a ;Section: Accounts comment possibly followed by a scheme statement, e.g. from the saved-reports-2.8 attached to bug 799533: > ; Section: Accounts > > (let ((option (gnc:lookup-option options > "Accounts" > "Acco

Re: [GNC] gnucash-user Digest, Vol 262, Issue 65

Might you have set a fixed accounting period in Preferences that needs updating? Regards, John Ralls > On Jan 31, 2025, at 13:11, Charles Herrington wrote: > > Changing Fiscal Year of Tax Report: I am able to attempt to change the > fiscal year in regular manner (as noted below). My changes,

Re: [GNC] Saved reports "forget" their target accounts

Thanks, John, Here are the first few lines from yesterday’s copy of ~/Library/Application Support/Gnucash/saved-reports-2.8 ;;; ;; Options for saved report "GASDS Report for 2022-2023", based on template "2fe3b9833af044abb929a88d5a59620f" (let () (d

[GNC] Asset Allocation by Sector

I have been using GC for years for all of my bookkeeping, including investment tracking. I have managed to make rudimentary Asset Allocation reports for the major investment types (stocks, bonds, funds, etc.) but would like to also monitor the distribution of my investments over sector (financia

Re: [GNC] Asset Allocation by Sector

On 1/31/2025 7:31 AM, rsbrux via gnucash-user wrote: I have been using GC for years for all of my bookkeeping, including investment tracking. I have managed to make rudimentary Asset Allocation reports for the major investment types (stocks, bonds, funds, etc.) but would like to also monitor t

Re: [GNC] Saved reports "forget" their target accounts

Michael, We had a possibly related bug report yesterday, https://bugs.gnucash.org/show_bug.cgi?id=799533. As for restarting your Mac, heavens no. It’s not running Windows, restarting isn’t likely to do anything useful. What would be useful is figuring out how the account entries got removed,

Re: [GNC] gnucash-user Digest, Vol 262, Issue 65

Changing Fiscal Year of Tax Report: I am able to attempt to change the fiscal year in regular manner (as noted below). My changes, however, do not take effect. Instead, FY 2023 always comes up. Thx. On Fri, Jan 31, 2025 at 12:04 PM Alex Aycinena wrote: > After you open the Tax Report and s

Re: [GNC] Saved reports "forget" their target accounts

Thanks, John - see interspersed comments below, Regards, Michael > On 31 Jan 2025, at 17:16, John Ralls wrote: > > Michael, > > We had a possibly related bug report yesterday, > https://bugs.gnucash.org/show_bug.cgi?id=799533. Certainly looks similar. > > As for restarting your Mac, heav

Re: [GNC] gnucash-user Digest, Vol 262, Issue 65

After you changed the dates, did you "SAVE" the report? Thank You, Gyle McCollam Gyle McCollam gmccol...@live.com email From: gnucash-user on behalf of Charles Herrington Sent: Friday, January 31, 2025 4:11 PM To: