An interesting approach. How do you deal with investments with this approach? You won't have historical buying/selling/prices.
On Tue, Jan 20, 2026 at 12:47 PM Joseph St. Denis <[email protected]> wrote: > Hello all > > I usually create a new folder named the next year and create a new gnucash > file using just the account set up from the previous year I do not close > the year because some statements overlap years end date. I usually start > the process of mid December with a new budget. > > All the best > > Joseph St Denis > > Yahoo Mail: Search, Organize, Conquer > <https://mail.onelink.me/107872968?pid=nativeplacement&c=US_Acquisition_YMktg_315_SearchOrgConquer_EmailSignature&af_sub1=Acquisition&af_sub2=US_YMktg&af_sub3=&af_sub4=100002039&af_sub5=C01_Email_Static_&af_ios_store_cpp=0c38e4b0-a27e-40f9-a211-f4e2de32ab91&af_android_url=https://play.google.com/store/apps/details?id=com.yahoo.mobile.client.android.mail&listing=search_organize_conquer> > > On Tue, Jan 20, 2026 at 12:34 PM, R Losey > <[email protected]> wrote: > I added "Total (Period)" per Stan's information, and the Income, Expense, > and Liabilities all seem to be working correctly. The Assets like bank and > savings account also are correct (they are all in USD). The problem seems > to be with the investment accounts, which have sub-accounts of stock with > various prices; they don't seem to be totaling up correctly. As I don't run > regular quote updates, so the price per share is only updated when there > are transactions in that account. So, it might be related to the bug you > mentioned, especially if it hasn't been fixe yet. I am running the current > version of GnuCash (5.14). > > Or maybe it's my understanding: If I sell 100 shares at $10/share (thus > $1,000) of stock A last week and transfer the funds to my cash account, I > expect that the total for the period should be zero, with Stock A losing > 100 shares at $10/share, and the cash fund increasing $1,000. The Total > (Period) shows the decrease of 10 shares, and the increase of $1,000 in the > cash account, but the total for the period shows something like down > $10,000. > > > > > > On Tue, Jan 20, 2026 at 5:42 AM Kalpesh Patel <[email protected]> > wrote: > > > I recall a bug/feature in 4.x version where if you changed the accounting > > period the COA totals would not reflect new period totals until after > > another action is taken -- like update quotes. Also remember that there > are > > multiple total types (Total, Total(Period), Total (USD) , etc.) in COA so > > selecting correct one is also necessary. > > > > -----Original Message----- > > From: Stan Brown (using GC 4.14) <[email protected]> > > Sent: Monday, January 19, 2026 8:30 PM > > To: R Losey <[email protected]> > > Cc: [email protected] > > Subject: Re: [GNC] Changing from one year to the next > > > > > > > > > > > On Mon, Jan 19, 2026 at 12:41 PM Stan Brown (using GC 4.14) > > > <[email protected] <mailto:stan%[email protected]>> wrote: > > > > > > On 2026-01-19 10:18, R Losey wrote: > > > > There is a end-of-year closeout in which income and expense > > > accounts are > > > > zeroed (by rolling them into Equity). This is not necessary to do > > for > > > > GnuCash to work, but some people like doing it (I am one that does > > > - it > > > > makes Income and Expense account totals reflect only the current > > > year). > > > > > > Like you, I zero out income and expense accounts every year. But > it's > > > not necessary to do that to see the totals for the current year. > > That's > > > always possible on the Accounts pane, assuming you've set your > > > accounting period to start and end with the start and end of this > > year. > > > (That's in Edit » Preferences » Accounting Period.) > > > > > > To show the current period income and expenses in the Accounts pane, > > > clock the triangle at the extreme right of the headings and tick > > "Total > > > (Period)". > > > > > > On 2026-01-19 13:02, R Losey wrote: > > > > > True, Stan. I do have it set for current year, and that does work for > > > income/expense... but not for categories under Assets or Liabilities. > > > > Are you sure about that? It sure looks to me like Asset and Liability > > accounts show the amount of change, positive or negative, in the account > > during the current period, just as for Income and Expense accounts. That > > equivalence is less obvious, of course, if Income and Expense accounts > > start each year at zero. > > > > For instance, my liability to Wells Fargo was $1073.77 on 2025-12-31 and > > will be $724.90 on 2026-01-26. That is a reduction of $348.87, and > > Total(Period) shows $(348.87), just as I would expect. > > > > Stan Brown > > Tehachapi, CA, USA > > https://BrownMath.com > > > > > > > > -- > _________________________________ > Richard Losey > [email protected] > Micah 6:8 > > _______________________________________________ > gnucash-user mailing list > [email protected] > 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 [email protected] Micah 6:8 _______________________________________________ gnucash-user mailing list [email protected] To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user ----- Please remember to CC this list on all your replies. 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