I see that my version is older than I thought. I will try updating gnucash. Hope nothing breaks.
:-) Rob On Wed, Sep 19, 2018 at 5:33 PM Adrien Monteleone < [email protected]> wrote: > Rob, > > The options for the budget report do allow you to choose which periods you > want to report for. (at least as of v3.2) > > Look at the General tab starting with the Range checkbox. > > You could say, run the report for July, August, September (Q3) add the > Total and Difference columns (from the Display tab) and get a QTD report. > > If you included previous periods as a consolidated column, the first > column would be Q1 & Q2 combined, and your Totals would be YTD. > > Note, if you include periods AFTER the range, such as Q4 in this example, > then the Totals for Budget & Difference are for the full budget period, but > Actual is necessarily YTD. (perhaps if you have future transactions already > entered, this might not be the case, I haven’t tested) > > I don’t think you can get just the three totals columns by themselves YTD. > The best you could do is select the range as only the current period, > select to include prior periods consolidated, DO NOT include later periods, > and you’ll get a report with (as of today) Jan-Aug as a single column, > followed by September (current) followed by the three Total columns, which > in this case would be YTD. > > If you needed to modify from there, simply export or copy/paste to a > spreadsheet. > > Regards, > Adrien > > > > On Sep 19, 2018, at 3:30 PM, Robert Kushler <[email protected]> wrote: > > > > I've created a budget by month, and want to produce a budget vs actual > > report for "year to date" (accumulated). The default report has each > month > > in a separate column and shows the whole year. The Options pop-up does > not > > include a way to modify the dates for the report. I've looked at the > file > > "budget.scm", which seems to have code for date setting which is > commented > > out (but the useless "Price source" option, which *does* appear in the > > pop-up, is not commented out). > > > > What's the deal? Thanks for any help/enlightenment you can provide. > > > > Regards, Rob Kushler > > _______________________________________________ > > gnucash-user mailing list > > [email protected] > > 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 > [email protected] > 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 [email protected] 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.
