Re: [GNC] Budget-like Balance Sheet Report

2024-05-25 Thread Who The Hell Knows
Geoff > = > > On 23/05/2024 1:47 am, Who The Hell Knows wrote: > > I'm looking for a balance sheet report similar in format to the budget > > report but instead of the net debit/credit per account per month it shows > > the account balances at the end of

Re: [GNC] How should I enter values on a budget in gnucash ?

2024-05-24 Thread Adrien Monteleone
Daniel, The Budget module needs lots of testing. Some changes were made (not sure at what release) to sort out issues with negative signs and the book preference for 'reverse balanced accounts.' I used to use this module quite a bit, but about that time, I fell behind and have

Re: [GNC] Budget-like Balance Sheet Report

2024-05-24 Thread Geoff
Hi Julian Try the Balance Sheet Multicolumn report. It has options for Monthly or Yearly balances. Regards Geoff = On 23/05/2024 1:47 am, Who The Hell Knows wrote: I'm looking for a balance sheet report similar in format to the budget report but instead of the net debit/credi

[GNC] Budget-like Balance Sheet Report

2024-05-24 Thread Who The Hell Knows
I'm looking for a balance sheet report similar in format to the budget report but instead of the net debit/credit per account per month it shows the account balances at the end of each month in multiple columns, one month per column. Does such a report exist? Thanks, J

[GNC] How should I enter values on a budget in gnucash ?

2024-05-15 Thread Daniel Sheffield
97870 * https://bugs.gnucash.org/show_bug.cgi?id=689754 I've seen a bunch of comments in this e-mail thread about user error or user preferences. Fact is the budget feature is just plain wrong as there is currently no form of user entry that gives consistent results in the following areas: * Budget Chart - plot

Re: [GNC] Budget car payment

2024-01-13 Thread Adrien Monteleone
You can indeed save as CSV after opening in LibreOffice or Excel. Once it is opened, the spreadsheet app now controls what you do with it. Regards, Adrien On 1/13/24 5:27 PM, David Carlson wrote: I just tried opening a GnuCash report saved in Html format with Libre Office writer and found that

Re: [GNC] Budget car payment

2024-01-13 Thread David Carlson
I just tried opening a GnuCash report saved in Html format with Libre Office writer and found that it would offer to save in ODT format as soon as I tried to save anything. I am sure that it would also save in csv or other common formats. On Sat, Jan 13, 2024 at 3:14 PM Michael or Penny Novack

Re: [GNC] Budget car payment

2024-01-13 Thread Michael or Penny Novack
On 1/13/2024 1:34 PM, Dennis Powless wrote: Are there other options to export besides HTML? Say to excel in csv or txt? If you open an HTML document, do you know how to get the content saved as .xlsx or .cvs or .txt?  The point here is that asking the developers to add the option of adding ex

Re: [GNC] Budget car payment

2024-01-13 Thread Stan Brown (using GC 4.14)
On 2024-01-13 10:34, Dennis Powless wrote: > Are there other options to export besides HTML? Say to excel in csv or txt? Directly, no. But you can open the exported HTML file in Excel and then File » Save As a variety of formats including CSV and text. I've never done this myself, but it has bee

Re: [GNC] Budget car payment

2024-01-13 Thread Dennis Powless
I realize that Gnucash is not a budgeting tool and I don't expect it to provide the functionality that one can get from excel or open office. So, I think I will just export the data to excel and do the budget/dashboard from there. I can get what I need from the reports quite easily in gnucas

Re: [GNC] Budget car payment

2024-01-13 Thread Dennis Powless
way behind in my own budgeting!) > > You might have to play around a bit to see if it is possible to come up > with a sane entry method that produces a sane bottom line result. Or you > may have discovered a bug that needs fixing. > > I'll endeavor to work on my budget thi

Re: [GNC] Budget car payment

2024-01-10 Thread Adrien Monteleone
have discovered a bug that needs fixing. I'll endeavor to work on my budget this week and see if I can duplicate your issue. And no, I don't think the Budget Module docs have been updated in many moons and suns. Regards, Adrien On 1/10/24 12:12 PM, Dennis Powless wrote:

[GNC] Budget car payment

2024-01-10 Thread Dennis Powless
I'm trying to create a budget and am having some issues with setting it up. I have a liability for car loan and expense for interest for that loan. I pay out of the checking account, say 500. I split to the Liability loan 200 and expense interest 300. In a spreadsheet I would budget out 50

Re: [GNC] budget reports 'YTD' vs 'use accumulated amounts'

2023-12-01 Thread larry johnston
e the Use > > Accumulated Amounts report but I could not find it. Do I have to upgrade > to > > ver 5 or am I not looking in the correct place? > > I don't know where you've looked, but in the Budget Report options, on the > General tab, there is a checkbox labelled

Re: [GNC] budget reports 'YTD' vs 'use accumulated amounts'

2023-11-17 Thread Mark Penner via gnucash-user
you've looked, but in the Budget Report options, on the General tab, there is a checkbox labelled 'Use accumulated amounts'. Is that what you're looking for? When checked the accumulated amount budgeted over all periods up to the that period is shown. When unchecked only th

Re: [GNC] budget reports 'YTD' vs 'use accumulated amounts'

2023-11-17 Thread Adrien Monteleone
I'm not familiar with such a report name. I'm on 5.4 and it does not exist. Regards, Adrien On 11/17/23 1:53 PM, larry johnston wrote: Hi, I got as far as upgrading to GC 4.14 and was planning to use the Use Accumulated Amounts report but I could not find it. Do I have to upgrade to ver 5 or a

Re: [GNC] budget reports 'YTD' vs 'use accumulated amounts'

2023-11-17 Thread larry johnston
Hi, I got as far as upgrading to GC 4.14 and was planning to use the Use Accumulated Amounts report but I could not find it. Do I have to upgrade to ver 5 or am I not looking in the correct place? TIA, Larry On Wed, Jul 19, 2023 at 1:31 PM larry johnston wrote: > Hi, > > Yes, I was thinking o

Re: [GNC] budget reports 'YTD' vs 'use accumulated amounts'

2023-07-19 Thread larry johnston
Hi, Yes, I was thinking of starting over with 5.3. If I could import the Chart of Accounts from 2.6.15 that would be great. Larry On Wed, Jul 19, 2023, 11:17 a.m. Stan Brown (using GC 2.6.19) < stan+gnuc...@fastmail.fm> wrote: > On 2023-07-19 09:25, Adrien Monteleone wrote: > > On 7/18/23 1:07

Re: [GNC] budget reports 'YTD' vs 'use accumulated amounts'

2023-07-19 Thread Stan Brown (using GC 2.6.19)
On 2023-07-19 09:25, Adrien Monteleone wrote: > On 7/18/23 1:07 PM, larry johnston wrote: >> Will 2.6.15 run on Windows 11? Can it still be downloaded? > > First a direct answer: > > I don't know, but I'm sure It doesn't hurt to try. Maybe someone with > Win11 can try installing it to see and rep

Re: [GNC] budget reports 'YTD' vs 'use accumulated amounts'

2023-07-19 Thread Adrien Monteleone
I forgot about that option. For completeness, what you are describing is to start with the new version on a new computer with a fresh file, then just use your ending figures from the 2.6.15 file as 'opening balances' in the new file, correct? Note, you can start entirely fresh, or if you like

Re: [GNC] budget reports 'YTD' vs 'use accumulated amounts'

2023-07-19 Thread larry johnston
elp, even though that isn't specific to GnuCash. (and > there is plenty of help on the web for that too) > > Lastly, don't rule that old rustbucket out. It may be possible to > 'refresh' it simply by reinstalling Windows, possibly upgrading some > internal hardware,

Re: [GNC] Year to Date Budget Report

2023-07-19 Thread larry johnston
Adrien, The original thread was three years ago. Has there been any changes to 'use accumulated amounts' report? Larry On Wed, Jul 19, 2023 at 9:32 AM Adrien Monteleone < adrien.montele...@lusfiber.net> wrote: > Larry, it was there. I answered in that existing thread. (and I see you > replied t

Re: [GNC] Year to Date Budget Report

2023-07-19 Thread Adrien Monteleone
Larry, it was there. I answered in that existing thread. (and I see you replied there too) Regards, Adrien On 7/18/23 4:55 PM, larry johnston wrote: Hi, I thought I posted this question to the list earlier today but I did not see it come through on the feed. So forgive me if it is already out

Re: [GNC] budget reports 'YTD' vs 'use accumulated amounts'

2023-07-19 Thread Adrien Monteleone
alize aging hardware to like-new performance. (or better in some cases!) Does a later version have a report with the same functionality as Phil's YTD report? I think Chris answered this, but specifically we'd need Phil's report (or at least a sample of its output) to know for sure. To

[GNC] Year to Date Budget Report

2023-07-18 Thread larry johnston
upgrade to a newer version? 2.6.15 meets our needs for home finances. We currently use GNUCash 2.6.15 with Windows 10and rely on Phil's custom YTD report to compare income and expenses against my budget. If I upgrade to the current version which I understand has a similar report called 'use a

Re: [GNC] budget reports 'YTD' vs 'use accumulated amounts'

2023-07-18 Thread larry johnston
to access our current files what stages of upgrading do we need to take? Is it possible for someone who is not that computer savvy to run two versions of GNUCash on Windows 11? TIA, Larry On Wed, Jan 15, 2020 at 3:59 PM Christopher Lam wrote: > The updated budget report in 3.8 aims to di

[GNC] Budget reporting issue

2023-04-30 Thread Robert Stocker
I've just run my budget report for the first time since the 5.0 upgrade (specifically, I'm on version 5.0, build ID Flathub 5.0-1, on Ubuntu 22.04 LTS ), and my saved report configuration comes up completely blank. In troubleshooting, I find that if I use the "Make PDF" b

Re: [GNC] [Bug 798864] Budget Revalues for the Income are positive numbers.porting on select reports are wrong

2023-04-17 Thread Michael or Penny Novack
m creating my Budget, I have assumed this: 1. All Income values are positive numbers. 2. All Expense values are negative numbers. With that being said and used, my reports work for; a) Profit and Loss Report and b) my Budget Report. Now the question is, where do I go from here?

Re: [GNC] [Bug 798864] Budget Revalues for the Income are positive numbers.porting on select reports are wrong

2023-04-17 Thread David T. via gnucash-user
nds like you understand my problem. However, since I'm not a >programmer, I hesitate to tackle this patch. Maybe it is easier than it >looks and is probably the best fix? I'm just nervous here. > >Let me ask this basic question. When I am creating my Budget, I have >assumed th

Re: [GNC] [Bug 798864] Budget Reporting on select reports are wrong

2023-04-17 Thread Richard Lindgren
] Budget Reporting on select reports are wrong https://bugs.gnucash.org/show_bug.cgi?id=798864 --- Comment #8 from Christopher Lam --- P.S. even if this is the right fix, the budget report is very likely to show wildly incorrect amounts if the user has an unusual account structure, e.g. an

Re: [GNC] [Bug 798864] Budget Revalues for the Income are positive numbers.porting on select reports are wrong

2023-04-17 Thread Richard Lindgren
Sounds like you understand my problem. However, since I'm not a programmer, I hesitate to tackle this patch. Maybe it is easier than it looks and is probably the best fix? I'm just nervous here. Let me ask this basic question. When I am creating my Budget, I have assumed this:

Re: [GNC] [Bug 798864] Budget Reporting on select reports are wrong

2023-04-17 Thread Richard Lindgren
Subject: [Bug 798864] Budget Reporting on select reports are wrong https://bugs.gnucash.org/show_bug.cgi?id=798864 --- Comment #6 from Christopher Lam --- In other words what do you think should be the "Total revenue", "Total expenses" and "Net loss/gain for Budget Unn

Re: [GNC] GnuCash 5.0 Budget Reporting on select reports are wrong

2023-04-15 Thread Christopher Lam
roup > *Subject:* Re: [GNC] GnuCash 5.0 Budget Reporting on select reports are > wrong > > > > It's true that only the "Budget report" has been scrutinized for bugs. > Please file in Bugzilla. > > > > On Sat, 15 Apr 2023, 4:38 pm Richard Lindgren, >

Re: [GNC] GnuCash 5.0 Budget Reporting on select reports are wrong

2023-04-15 Thread Christopher Lam
It's true that only the "Budget report" has been scrutinized for bugs. Please file in Bugzilla. On Sat, 15 Apr 2023, 4:38 pm Richard Lindgren, wrote: > I have upgraded my GnuCash program 4.13 to 5.0 (Build ID: > 5.0+(2023-03-25)) after realizing that the budget expense ca

[GNC] GnuCash 5.0 Budget Reporting on select reports are wrong

2023-04-15 Thread Richard Lindgren
I have upgraded my GnuCash program 4.13 to 5.0 (Build ID: 5.0+(2023-03-25)) after realizing that the budget expense calculations were not correct. Not all the budget reports are wrong, but of the reports that I choose to use that are wrong are: 1. Budget Income Statement 2. Budget Profit

[GNC] Budget report problem

2023-03-04 Thread Ismael Smajli
  Hello   I use BUDGET   &   BUDGET REPORT in GNUCASH ver. 4.13.   For my BUDGET REPORT I   have   SHOW BUDGET, SHOW ACTUAL & SHOW DIFFERENCE in the display settings enabled.   Problem: In the   row   of one of my expense account (Service Charges) the report shows   in the colu

Re: [GNC] Budget report fails in multiple currencies

2023-01-09 Thread ml enquirer
tion during the budget period part of the result. In the language of my last e-mail, this pull request computes "ES_12*X_1" (but perhaps it should be "ES_12*X_2"... to be discussed). https://github.com/Gnucash/gnucash/pull/1497 On Sun, Jan 8, 2023 at 9:34 AM ml enquirer wrote

Re: [GNC] Budget report fails in multiple currencies

2023-01-08 Thread ml enquirer
Yes, it's cumulative, which is a problem I think. Let: 0 indicate the opening of the book 1 indicate the start of the budget period in question 2 indicate the end of that period S_i indicates the sum of transactions since 0 at marker i, in the currency of the sub-account P_i indicates the s

Re: [GNC] Budget report fails in multiple currencies

2023-01-07 Thread Adrien Monteleone
As long as the change in value isn't cumulative, I would want to know. If I wanted to budget the same 'purchasing power' as last period/year, I would not want to budget the exact same nominal amount. (on that note, a feature to factor inflation for budgets would be swe

Re: [GNC] Budget report fails in multiple currencies

2023-01-07 Thread ml enquirer
Hi Fred, Thanks for the thought! I agree the change in value is 10,000. My point is, basically, that I don't care about currency fluctuations in money already spent when planning *next* year's budget. But the 'problem' (which might just be that I need someone to explain wha

Re: [GNC] Budget report fails in multiple currencies

2023-01-07 Thread Fred Bone
On 07 January 2023 at 10:21, ml enquirer said: > Just to add that I was wrong that this could be solved by making budgets > with a single period. I *think* this problem arises for any multi-currency > sub-accounts and becomes visible when you have a book which has been > running for many years. In

Re: [GNC] Budget report fails in multiple currencies

2023-01-07 Thread ml enquirer
inline, but > I'm going to grit my teeth and do it here - forgive me! > > Cheers, > D > > On Sat, Jan 7, 2023 at 12:47 AM Adrien Monteleone < > adrien.montele...@lusfiber.net> wrote: > >> Christopher Lamm had been working on various aspects of the Budget &g

Re: [GNC] Budget report fails in multiple currencies

2023-01-07 Thread ml enquirer
working on various aspects of the Budget > Report not long ago. He may be able to squeeze in a look at this. He'll > likely be the one to see your bug report and maybe shed light on the > math logic. > Great: https://bugs.gnucash.org/show_bug.cgi?id=798716 > If I can find some

Re: [GNC] Budget report fails in multiple currencies

2023-01-06 Thread Adrien Monteleone
Christopher Lamm had been working on various aspects of the Budget Report not long ago. He may be able to squeeze in a look at this. He'll likely be the one to see your bug report and maybe shed light on the math logic. If I can find some time this weekend I'll test as well. I norm

Re: [GNC] Budget report fails in multiple currencies

2023-01-06 Thread ml enquirer
Dear all, I've done some digging, and Gnucash totals seem to be wrongly reported for budget reports with multi-currency sub-accounts. But I'm not an accountancy expert at all, so perhaps someone can explain the accounting logic behind it? Perhaps a report that can imply 1+1=3 sho

Re: [GNC] Budget report fails in multiple currencies

2023-01-05 Thread ml enquirer
Hi! Any clues as to where to start to understand this odd budget report behaviour? Browsing the code, I wondered if I should start pulling the code apart here: https://github.com/Gnucash/gnucash/blob/master/gnucash/gnome/gnc-budget-view.c#L1011 to understand why the totals would be combined in

[GNC] Budget report fails in multiple currencies

2023-01-02 Thread ml enquirer
Dear all, I spend in two currencies and, historically, I chose to create separate accounts under each expense line for each currency. In future I will do this differently, employing trading accounts, but what I'm about to describe should still work. I budget in my 'home' currency,

Re: [GNC] How to generate Budget V Actual Report for Profit and Loss

2022-12-28 Thread Adrien Monteleone
On 12/28/22 5:38 AM, David Long wrote: Thanks Adrien for your reply. I have also been trying to produce a report showing this year's P&L compared with previous. I tried the multi column reports, but the descriptions repeat and the rows do not line up. Reporting Actual V Budget and pr

Re: [GNC] How to generate Budget V Actual Report for Profit and Loss

2022-12-28 Thread Michael or Penny Novack
On 12/28/2022 6:38 AM, David Long wrote: Thanks Adrien for your reply. I have also been trying to produce a report showing this year's P&L compared with previous. I tried the multi column reports, but the descriptions repeat and the rows do not line up. Reporting Actual V Budget

Re: [GNC] How to generate Budget V Actual Report for Profit and Loss

2022-12-28 Thread David Long
Thanks Adrien for your reply. I have also been trying to produce a report showing this year's P&L compared with previous. I tried the multi column reports, but the descriptions repeat and the rows do not line up. Reporting Actual V Budget and prior years is pretty standard in an a

Re: [GNC] How to generate Budget V Actual Report for Profit and Loss

2022-12-27 Thread Adrien Monteleone
You are correct. The current work-around is to finish off in a spreadhseet to add the missing Net Income calculation. Adding the Actual (and Variance) to the Budget Income/P&L version would be nice. (percentages would be awesome too!) I'm not sure that it is necessary for the bas

[GNC] How to generate Budget V Actual Report for Profit and Loss

2022-12-23 Thread davidvernonlong
I am trying to report an income statement showing actual against budget. If I select an Income Statement report or a Profit and Loss statement report I see the actuals for the period , but not the budget. If I select Budget Income Statement Report or Budget Profit and Loss statement report

Re: [GNC] Creating/Modifying a Budget Report

2022-10-10 Thread Adrien Monteleone
t-All/Copy/Paste works fine too. Some methods carry over formatting, and others let you easily copy over plain text. The Title Extension is just the name of your budget. You can just select that cell and edit as needed. (or rename your budget to something you'd prefer as a title extension) I&

Re: [GNC] Creating/Modifying a Budget Report

2022-10-10 Thread Adrien Monteleone
I forgot to add, if you go the CSS route (or use CSS customizations before going to a spreadsheet) you'll want to focus on learning the basics of headings, fonts, colors, and tables. That should be sufficient for working with GnuCash reports. (there might be a few others, but this will get you

Re: [GNC] Creating/Modifying a Budget Report

2022-10-10 Thread Adrien Monteleone
7;Report Name:Budget Name', so while you can't customize the entire name, you can influence how it reads, somewhat, by editing this field and getting crafty with the name of your budget. (not ideal, I know) Stylesheet - use the CSS (experimental) setting here, this will allow you to

Re: [GNC] Creating/Modifying a Budget Report

2022-10-10 Thread Adrien Monteleone
a very small non-profit, and the "standard family bank account" approach has worked just fine.  Now, I find that I would like to add keeping our budget performance on GnuCash. I have set up the budget, which is working fine, the challenge is that the included budget reports are inade

[GNC] Creating/Modifying a Budget Report

2022-10-10 Thread Abe Sternberg
I have been using GnuCash for about a year and am not a very sophisticated user.  I am the treasurer for a very small non-profit, and the "standard family bank account" approach has worked just fine.  Now, I find that I would like to add keeping our budget performance on GnuCash.

Re: [GNC] Budget Reporting

2022-05-09 Thread Adrien Monteleone
expect. I created a budget to cover the period Oct 21 through to Sept 22. I am however struggling to get a report to show me my likely closing balance based on the differences between my forecast and actual income and outgoings. Hopefully this question make sense. Almost. What exactly do you mean

[GNC] Budget Reporting

2022-05-07 Thread iwaddo via gnucash-user
I’m new to gnucash so please let me know if this is not the correct way to get support. I have successfully entered all my transactions back to Oct 21, everything balances as I expect. I created a budget to cover the period Oct 21 through to Sept 22. I am however struggling to get a report to

Re: [GNC] Budget calculation possible bug

2022-01-17 Thread Christopher Lam
Please file a bug report on Bugzilla? On Mon, 17 Jan 2022, 5:42 pm Peter Jackson, wrote: > I am using the Budget routine with Expenses and Income selected, set to > range, manual periods, with 1 selected in both cases. > In the January ie first column only for Income, the Total does

[GNC] Budget calculation possible bug

2022-01-17 Thread Peter Jackson
I am using the Budget routine with Expenses and Income selected, set to range, manual periods, with 1 selected in both cases. In the January ie first column only for Income, the Total does not equal the sum of the components in both the Budget, and Budget report. In fact, if I enter zero in each

[GNC] Budget calculation possible bug

2022-01-16 Thread Peter Jackson
I am using the Budget routine with Expenses and Income selected, set to range, manual periods, with 1 selected in both cases. In the January ie first column only for Income, the Total does not equal the sum of the components in both the Budget, and Budget report. In fact, if I enter zero in each

Re: [GNC] Editing a Budget - "from this period onwards"

2021-12-31 Thread Adrien Monteleone
I get that, but that's the best we have at the moment. Your hands don't have to leave the keyboard though, so it isn't terribly slow. Unfortunately, I don't think the Budget screen is implemented as a 'spreadsheet' though it has rows and columns of ce

Re: [GNC] Editing a Budget - "from this period onwards"

2021-12-31 Thread Jim Passmore
Thanks, Adrien, but those functions are only of limited help. All periods (and estimate) can be useful *at the beginning* of a year. I usually copy a budget when starting a new year, then use the "all periods" function to fill December numbers into Jan-Dec of the new year where

Re: [GNC] budget report and scrolling

2021-12-28 Thread Adrien Monteleone
Not sure about LibreOffice, but for those on MacOS, Numbers.app lets you define 'groups' that you can expand and collapse with a click. You could then define each of your periods as a group, then expand/collapse to show/hide the Actual/Budget/Diff columns for each. Regards, Adrien

Re: [GNC] How to copy open budget to spreadsheet

2021-12-28 Thread Adrien Monteleone
Not sure if you solved this but I see no one has replied. Run a Budget Report. (best to exclude the Actuals and Diff columns) Then copy/paste or save/open the resulting report in your favorite spreadsheet app. Regards, Adrien On 4/17/21 9:32 AM, Morris Beavers wrote: Hello GNUCash, My

Re: [GNC] Editing a Budget - "from this period onwards"

2021-12-27 Thread Adrien Monteleone
There is the function to edit 'all periods' for a particular account at a time. (on the toolbar, and in the Edit menu) Of course this isn't just 'to the right' but for all periods in the budget. There is not an easy way I can see to copy an entire period to others. A

Re: [GNC] Editing a Budget - "from this period onwards"

2021-12-26 Thread Jim Passmore
I would echo the feature request for "fill from selected to the right". Another good addition to the budget editor would be the ability to copy an entire period column for all accounts. Thanks! -- *Jim Passmore* On Sun, Dec 26, 2021 at 10:45 AM Graham Ward wrote: > You can edi

Re: [GNC] Editing a Budget - "from this period onwards"

2021-12-26 Thread Adrien Monteleone
You can simply tab over and do copy/paste, but otherwise, not that I'm aware of. Regards, Adrien On 12/26/21 9:43 AM, Graham Ward wrote: You can edit a budget by changing the individual values by period, but is there a way to edit all future periods from say period 3 - 12 rather than h

[GNC] Editing a Budget - "from this period onwards"

2021-12-26 Thread Graham Ward
You can edit a budget by changing the individual values by period, but is there a way to edit all future periods from say period 3 - 12 rather than having to edit each one individually? So ideally I would like to change a line from "this period forward"

Re: [GNC] Budget Report Liability "Act" VS Liability Report "Delta"

2021-11-29 Thread Christopher Lam
If this is the case, then this is very likely a genuine bug and would need a test data file, sample reports in Bugzilla. On Mon, 29 Nov 2021, 9:58 pm Charles Crossan, wrote: > I believe I found the answer to this. > > The Budget report (and the Transaction Report) are showing the

Re: [GNC] Budget Report Liability "Act" VS Liability Report "Delta"

2021-11-29 Thread D. via gnucash-user
Charles, I'm glad you've been able to track down the differences. It would seemingly be sensible for the different reports to use the same boundary definitions. Whether that can happen is another story. The budget reports as far as I know have not received any developer attention

Re: [GNC] Budget Report Liability "Act" VS Liability Report "Delta"

2021-11-29 Thread Charles Crossan
I believe I found the answer to this. The Budget report (and the Transaction Report) are showing the "expected" values for changes to liability account balances - how much debt I actually paid off this month. The Net Worth Report (and Liabilities Over Time Report) also show "a

[GNC] Budget Report Liability "Act" VS Liability Report "Delta"

2021-11-28 Thread Charles Crossan
Hello! I've been using GNUCash (gratefully, and happily) for 10 years, and this is my first time reaching out to the mailing list. I recently noticed that the "Budget Report" for the current period shows a different "Act" value for "changes in Liabilities" tha

Re: [GNC] Budget Report Questions

2021-10-11 Thread Steve Welch via gnucash-user
h of what I want so that it is useful. Steve > On Oct 10, 2021, at 9:51 PM, Jon Schewe wrote: > > Steve, > > In the report options I believe you will find the following settings > useful. > > Under the display tab: > I have Budget and Actual turned off and Difference

Re: [GNC] Budget Report Questions

2021-10-10 Thread Jon Schewe
Steve, In the report options I believe you will find the following settings useful. Under the display tab: I have Budget and Actual turned off and Difference turned on. This fits with my idea of envelope budgeting. You should experiment with which of these 3 columns you find the most useful

Re: [GNC] Budget Report Questions

2021-10-10 Thread Christopher Lam
Hello, does the budget report option "Use accumulated amounts" help? If not, please file a bug. On Mon, 11 Oct 2021, 6:21 am Steve Welch via gnucash-user, < gnucash-user@gnucash.org> wrote: > I apologize in advance if the answers to these questions are painfully > obvious.

[GNC] Budget Report Questions

2021-10-10 Thread Steve Welch via gnucash-user
I apologize in advance if the answers to these questions are painfully obvious. I have tried to read the resources provided but no luck so far. I set up my budget with 12 periods (months) - each item is simply 1/12th of the annual total. What I am used to using (Moneydance, Quicken) are two

Re: [GNC] Tax and Budget Reporting

2021-10-06 Thread Alan Hopkins
just filter that report by using the account filter in the options box. I hope that helps. Cheers Hop On 6/10/21 23:14, GnuCash Charity User wrote: Sorry if I wasn't clear, don't need to budget for taxes themselves, but taxes included in line X. So if I budget $150, that&#

Re: [GNC] Tax and Budget Reporting

2021-10-06 Thread GnuCash Charity User
Sorry if I wasn't clear, don't need to budget for taxes themselves, but taxes included in line X. So if I budget $150, that's including tax paid, hence want ability to report combined. On Wed, 6 Oct 2021 at 01:32, flywire wrote: > Your reports show Expense:X and Asset:Tax

[GNC] Tax and Budget Reporting

2021-10-05 Thread flywire
Your reports show Expense:X and Asset:Tax Collected (but not reimbursed). Why do you want to budget for tax if it is reimbursed with a net cost of zero? ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to

[GNC] Tax and Budget Reporting

2021-10-05 Thread GnuCash Charity User
rting. Previously, we included taxes and the actual spend in budgeting and reporting in the same line item. Now it it is in separate lines. For example, previously we would budget/report we spent $113 on line X - $100 for the item itself, $13 in taxes (I'm in Canada). It's helpful showing t

Re: [GNC] budget report and scrolling

2021-08-06 Thread Jon Schewe
On Fri, 2021-08-06 at 17:24 -0500, Tommy Trussell wrote: > On Fri, Aug 6, 2021 at 9:25 AM Jon Schewe wrote: > > I am using the budget report and it's working quite well, except > > for > > > > one thing. When I am viewing a whole year I need to scroll left and >

Re: [GNC] budget report and scrolling

2021-08-06 Thread Tommy Trussell
On Fri, Aug 6, 2021 at 9:25 AM Jon Schewe wrote: > I am using the budget report and it's working quite well, except for > one thing. When I am viewing a whole year I need to scroll left and > right to see columns later in the year and when I do this I can't see > the labe

[GNC] budget report and scrolling

2021-08-06 Thread Jon Schewe
I am using the budget report and it's working quite well, except for one thing. When I am viewing a whole year I need to scroll left and right to see columns later in the year and when I do this I can't see the labels on the left for the accounts. Does anyone have a good way around t

[GNC] Budget Report - expressed as a percentage

2021-05-11 Thread Bruce Lang
Is there any possibility of considering adding to the Budget Report, the ability to select an option for the Diff column to display as a percentage of the Actual/Budget? It would make reporting somewhat more convenient. The feedback I receive from those who read the reports i they would prefer

[GNC] How to copy open budget to spreadsheet

2021-04-17 Thread Morris Beavers
Hello GNUCash, My version is 4.4. My budget is open. No export seems to be available for the budget. After highlighting several rows ctrl-c doesn't seem to copy the highlighted data to the clipboard. I'm trying to get the sum of expense sub-accounts to enter into the "Total

Re: [GNC] Budget screen Grand Total

2020-11-14 Thread Andrew Warren
Finance::Quote: 1.49 >> >> Version under Ubuntu 18 >> >> Version 2.6.19 >> >> In previous version there was a total line at the very bottom of the >> budget screen that allowed me to see which months were over/under spent >> allowing me to fo

Re: [GNC] Budget screen Grand Total

2020-11-14 Thread Christopher Lam
gt; > Current Ubuntu 20 GNU Cash Version > > Version: 3.8 > Build ID: 3.8b+(2019-12-29) > Finance::Quote: 1.49 > > Version under Ubuntu 18 > > Version 2.6.19 > > In previous version there was a total line at the very bottom of the > budget

[GNC] Budget screen Grand Total

2020-11-14 Thread Andrew
18     Version 2.6.19 In previous version there was a total line at the very bottom of the budget screen that allowed me to see which months were over/under spent allowing me to forecast future issues in my cash flow. Is there a way to turn this back on in settings or can it be reintroduced. I

Re: [GNC] Budget Calculations

2020-07-20 Thread Adrien Monteleone
Yes. To reset the ability to roll-up the child amounts, select the parent amount and delete it. Leave nothing in that cell. (it will probably show a gray '0.00' or if there are child amounts already assigned, their total instead) Regards, Adrien On 7/20/20 4:31 PM, Jon Griffith wrote: Got it

Re: [GNC] Budget Calculations

2020-07-20 Thread Jon Griffith
PM Adrien Monteleone < adrien.montele...@lusfiber.net> wrote: > I'm not 100% clear on what you are trying to change, but here's how the > Budget Module works: > > You can set child amounts. Those will automatically roll up to the parent. > > If you set anything at

Re: [GNC] Budget Calculations

2020-07-20 Thread Adrien Monteleone
I'm not 100% clear on what you are trying to change, but here's how the Budget Module works: You can set child amounts. Those will automatically roll up to the parent. If you set anything at all for the parent, even 0.00, then that is what you will get. It then ignores the child a

[GNC] Budget Calculations

2020-07-20 Thread Jon Griffith
Trying to wrap my head around something. The totals calculated on top level accounts are a cumulative sum of it's sub accounts *and* any transactions *in* the top level account, assuming it can have transactions. There are instances where if I manually change a budget amount, it does not a

Re: [GNC] Top-Level Account:Expenses not totaling in Budget

2020-07-06 Thread Adrien Monteleone
those child accounts to give you a total Medical budget. (again, as long as you haven’t entered ‘0.00’ into the Medical parent budget. To be sure, you can select it and hit `delete`) When you have some time, report back here and we can work on it. Regards, Adrien > On Jul 6, 2020 w28d188, at 8

[GNC] Top-Level Account:Expenses not totaling in Budget

2020-07-06 Thread Lorrie Laskey
no values. For example, Medical has no entries for doctor's visits, meds, and tests, but I can live with seeing zero. Now I can move on to finishing my budget. You are a life saver. Thanks. Lorrie On Mon, Jul 6, 2020 at 3:13 PM wrote: > Send gnucash-user mailing list submis

Re: [GNC] Top-Level Account:Expenses not totaling in Budget

2020-07-06 Thread Adrien Monteleone
> On Jul 6, 2020 w28d188, at 8:36 AM, Lorrie Laskey wrote: > > > I tried estimating the expenses and that ignored the rent, entirely, the > largest of my expenses. Please do file a bug report on this. Extensive work has been done on the budget recently and the developer work

Re: [GNC] Top-Level Account:Expenses not totaling in Budget

2020-07-06 Thread Adrien Monteleone
> On Jul 6, 2020 w28d188, at 8:36 AM, Lorrie Laskey wrote: > > > 1. How do I get a total monthly expense value for all expenses? That should be in the summary at the bottom as well as in the parent account ‘Expenses’ line in the budget itself. *note — do not enter a value i

[GNC] Top-Level Account:Expenses not totaling in Budget

2020-07-06 Thread Lorrie Laskey
I am creating an income vs expenses budget, inputting my monthly values for July to December 2020. The total cumulative running value for Expenses is not changing as expenses are added to the month of July for all expenses. For example... - $60 - gas - $60 - phone - $1500 - rent

Re: [GNC] Budget Report 3.10

2020-04-25 Thread Jon Schewe
at 08:28 +, Thomas Salt wrote: > Hi, > I have checked the budget options and I only have a single budget that > is selected hence I see the Budget Values just not the Actual Values. > > Many Thanks > Tom S > > > -Original Message- > From: gnucas

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