If you are that far along, the Budget module can 'auto-estimate' based
on previous data. Investigate and play with that feature. Even if you
don't use it as a basis of a new budget, it can at least provide you
with some analysis that otherwise might be more difficult to craft in a
report as it can grab data from multiple years. (and yes, once the
budget is made, you can run a 'Budget Report' to get the figures)
Regards,
Adrien
On 12/5/23 9:46 AM, Tom Balazs wrote:
I finished importing and reconciling months of bank data. Now I want to put
that to good use.
For the case of an individual or a family, what are the most useful reports?
Common advice is that your emergency savings account should hold enough to
cover 6 months of expenses. In order to to do that, I need to know my
average monthly expenses. I guess I can use the Cash Flow report, look at
"Money Out" and divide that by how many months have gone by in the year. Is
there a better way to get average monthly expenses?
I like the Cash Flow report. But I wish I could sort it by amount, high to
low. That would be good to see as a stacked bar chart or a regular bar
chart.
I would like to see a multiple-account balance as a line chart or a bar
chart. In a way that shows me balances over time.
I guess I'm mostly interested in the Income and Expense reports, but also
in Assets and Liabilities.
What reports do you find useful?
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