1. Please use the very latest gnucash 3.11 or 4.0; if there are still issues please file bug in Bugzilla.
2. Budget for securities is error prone; currency and share exchanges are complex and not proven to be reliable in budgeting module. On Tue, 7 Jul 2020, 3:43 pm Mark Walters, <[email protected]> wrote: > Hi everyone, > I am trying to use Gnucash budgeting and have 2 issues. I have searched the > mailing list and google'd but had no luck. > > 1.Sign convention issues between budget, transactions and budget reports > I am budgeting for transfers to a liability (mortgage repayment). To make > the budget balance sheet reduce my liability, a positive number is entered > in the budget under mortgage liability. But when I use the estimate > function, the repayments are entered as negative numbers. > i.e. a test repayment of $50k comes through to -$50k with the estimate > function. But the budget balance sheet records an increase in the liability > from $350k to $400k, this should be $350k to $300k. I though perhaps my > liability should have a negative balance, but the transaction entry > (actuals) currently decrease the liability as entered and as expected. > > 2. Budgeting for securities purchase > I'd like to budget a certain dollar value transaction to buy shares (Say > $1k). When I enter this in the budget. the totals in the budget sheet work > as expected. But the budget balance sheet adds 1000 units to my holding, > instead of the number of units. Understand that the future price is unknown > but the calculation seems inconsistent (dollars in budget, but carried > forward as units). If I enter units in the budget, the budget balance sheet > works.. but then the budget doesn't sum to zero (because no price is > applied to units) > How do others enter this in a budget? Should I have another 'dollar' > account to capture the value of the shares? > > > Kind Regards, > Mark Walters > Email: [email protected] > Mob: 0404 305 661 > _______________________________________________ > 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.
