"John Arrowwood" <[EMAIL PROTECTED]> writes: > Well, on the plus side, MOST of what I wanted is already handled, by > means of scheduled transactions and the fact that there is a 'balance' > as of today, as well as for the future. Some of what I asked about > was give me that ability. Since that is there, that part is moot.
The future balance does not take SXes into account. > Most of the rest of what I want can be accomplished through reports, > and modifying the transactions after they have been auto-created. And > until I get a chance to learn scheme, I've already got an export to > csv that I can use Access to query with SQL. So my budgeting needs > are handled for now. Take 8 hours and teach yourself scheme in a day. It's NOT THAT HARD a language. > The rest of what I asked for is just for the anal-retentive types who > like detailed reports. Business users would want those features...I > don't really NEED them. Eh, I've never needed them for my business... > But...when I finish my other projects...if I ever do...then you may > get some patches from me! :) Cool. :) >>From: Derek Atkins <[EMAIL PROTECTED]> >>To: [EMAIL PROTECTED] >>CC: [EMAIL PROTECTED], [EMAIL PROTECTED] >>Subject: Re: Budgeting with GnuCash >>Date: Sat, 29 May 2004 21:10:55 -0400 >> >>"John Arrowwood" <[EMAIL PROTECTED]> writes: >> >> > Could someone please describe the features of GnuCash for use with >> > budgeting? >> >>Gnucash doesn't support budgetting... You should go through the >>archive from around September 2003 and read the huge thread on this >>topic. >> >> > Here's a summary of what I'd LIKE to be able to do. Could someone >> > please tell me which are doable now, and which would require changes >> > to GnuCash? And for those requiring changes, how hard it would be to >> > get those changes? >> >>The latter question is easy: it's as easy as you sending in patches. >>As for the former.... >> >> > * Ability to specify a budget amount for each account. >> > - the amount is for a given period, e.g. the week, month, quarter, >> > or year. (I'd be happy if it was just months) >> > - previous budget amounts are saved, facilitating budget vs. actual >> > reports after-the-fact. >> >>Nope, would require changes. >> >> > * Budget vs. Actual report, single and multi-column >> >>Would require changes. >> >> > * Budgeting report - multi-column showing e.g. one column per month, >> > with 'average' for the last column >> >>Would require changes.. Seeing a pattern? >> >> > * Spreadsheet like interface to budget amounts allowing easy data >> > entry and scenario exploration >> > - alternatively, a report that exports a spreadsheet format which >> > can be opened and tweaked >> > - maybe with auto-re-import of the spreadsheet after tweaking (yeah, >> > right!) >> >>ibid. >> >> > * Flag on transactions indicating that the transaction is >> > 'placeholder' or budget >> > - allow alternate coloration for placeholder transactions for easy >> > identification >> > - additional 'balance'... one that includes placeholder >> > transactions, one without >> > - alternatively, the field for reconciliation could just have >> > another state for 'budget' >> >>Uhh... This doesn't make sense. The budgetting system should be >>completely different from the financial transactions. The budgets >>should be directly mapped to existing accounts. >> >> > * Additional transaction fields >> > - Transaction time >> > - Receipt? (flag) >> > - Who performed the transaction >> > - Date cleared >> > - Bank transaction description >> > - ??? >> >>All of these would require changes.. The txn time is probably the >>easiest of them all -- no data format changes at all, just a small API >>and UI change. >> >> > Is this doable with GnuCash, or would you suggest using something else? >> >>Well, it's all "doable" if changes are made to the code. None of it >>is doable _now_ (i.e., gnucash doesn't do any of this right now). >> >>You're welcome to work on this. You should work with Darin Willits to >>make sure you don't overlap with the budgetting work he's been hacking >>on. As much of this is UI work, it should happen on the g2 branch. >> >>I look forward to your patches. Thank you for volunteering! :) >> >> > Thanks! >> >>-derek >> >>-- >> Derek Atkins, SB '93 MIT EE, SM '95 MIT Media Laboratory >> Member, MIT Student Information Processing Board (SIPB) >> URL: http://web.mit.edu/warlord/ PP-ASEL-IA N1NWH >> [EMAIL PROTECTED] PGP key available >>_______________________________________________ >>gnucash-user mailing list >>[EMAIL PROTECTED] >>https://lists.gnucash.org/mailman/listinfo/gnucash-user > > > > -- Derek Atkins, SB '93 MIT EE, SM '95 MIT Media Laboratory Member, MIT Student Information Processing Board (SIPB) URL: http://web.mit.edu/warlord/ PP-ASEL-IA N1NWH [EMAIL PROTECTED] PGP key available _______________________________________________ gnucash-devel mailing list [EMAIL PROTECTED] https://lists.gnucash.org/mailman/listinfo/gnucash-devel
