Re: [GNC] Budgeting glitch after upgrading to 4.14

2023-07-28 Thread Christopher Lam
Please upgrade to 5.3 which should have fixed most of these budget issues On Fri, 28 July 2023, 12:24 pm larry johnston, wrote: > We just finished upgrading from 2.6.15 to 4.14 in Windows 10. Our budget > has a glitch. In the bottom rows the Income, Expenses, Transfer and > Remaining to Budget

[GNC] Budgeting glitch after upgrading to 4.14

2023-07-27 Thread larry johnston
We just finished upgrading from 2.6.15 to 4.14 in Windows 10. Our budget has a glitch. In the bottom rows the Income, Expenses, Transfer and Remaining to Budget rows all read zeros. In 2.6.15 they totalled Income and Expenses and showed if there was something over or under budgeted in the Total

Re: [GNC] Budgeting problem

2022-02-02 Thread Paul Warthe
Jim Passmore > To: gnucash-user@gnucash.org > Subject: Re: [GNC] Budgeting problem > Message-ID: > < > camrw02mos_xoycyqrgdg4431zfpoo-n_nu0eggjjvv+p+4s...@mail.gmail.com> > Content-Type: text/plain; charset="UTF-8" > > Paul, > Perhaps you have inadvertently

Re: [GNC] Budgeting problem

2022-02-01 Thread Jim Passmore
Paul, Perhaps you have inadvertently entered a zero into the Groceries account? If you do, it overrides the summation of subaccounts. You can simply highlight and hit delete to get rid of it. -- *Jim Passmore* On Mon, Jan 31, 2022 at 10:01 PM Paul Warthe wrote: > Hello All, > > > > I'm

[GNC] Budgeting problem

2022-01-31 Thread Paul Warthe
Hello All, I'm back to pick your brains on a problem I'm having with the budgeting feature. First time I have used it, so here goes. (Windows 10, GC ver. 4.9) I have an account "Food" with 2 sub accounts "Groceries" and "Restaurants". Each sub account has further sub accounts of the names

Re: [GNC] Budgeting > transfers to liabilities and securities purchase

2020-07-22 Thread Adrien Monteleone
3.10 is not 3.11 or 4.0 which contains the latest fixes to both the budget and the budget report. Regards, Adrien On 7/22/20 7:22 PM, Mark Walters wrote: Hi Everyone, Issue 1 I updated to Debian Bullseye and Gnucash Version: 3.10, Build ID: 3.10+(2020-04-11). On Tue, Jul 7, 2020 at 6:07 PM

Re: [GNC] Budgeting > transfers to liabilities and securities purchase

2020-07-22 Thread Mark Walters
Hi Everyone, Issue 1 I updated to Debian Bullseye and Gnucash Version: 3.10, Build ID: 3.10+(2020-04-11). Entering a positive number for a transfer to the liability in the budget makes the budget balance sheet show the correct change to the liability (i.e. a transfer to my mortgage account

Re: [GNC] Budgeting > transfers to liabilities and securities purchase

2020-07-07 Thread Christopher Lam
Ok. The 3.11 release will have fixed some bugs there. Please copy to list on replies. On Tue, 7 Jul 2020, 7:04 pm Mark Walters, wrote: > Thanks Christopher, just checked and I'm running v3.4 in debian buster. > > On Tue, 7 Jul. 2020, 18:07 Christopher Lam, > wrote: > >> 1. Please use the very

Re: [GNC] Budgeting > transfers to liabilities and securities purchase

2020-07-07 Thread Christopher Lam
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, wrote: > Hi

[GNC] Budgeting > transfers to liabilities and securities purchase

2020-07-07 Thread Mark Walters
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

Re: [GNC] Budgeting

2020-05-06 Thread flywire
Let's run a budget report. Reports, Budget, Budget Report Edit, Report Options (or press Options button), General: Budget - Annual Budget, Accounts: Account Display Depth - 3, Account - Select all Expenses and Income accounts only, Display: Show column with Totals - Tick, Apply File, Export,

Re: [GNC] Budgeting

2020-05-06 Thread flywire
Before moving to budget reporting here are the notes using Creating a Budget - https://www.gnucash.org/docs/v3/C/gnucash-guide/budget_creation1.html Choose Which Accounts To Budget For - for cashflow, chose Expenses and Income Choosing a Budget Period - Annual budget, monthly periods, commencing

Re: [GNC] Budgeting

2020-05-06 Thread Adrien Monteleone
It would be especially useful for a scenario like wanting to budget a percent change from that historical baseline. Adding an export/import facility for budgets, if not a direct copy/paste would preclude having to code such options into GnuCash. You could just export last year’s report, modify

[GNC] Budgeting

2020-05-06 Thread flywire
> On Wed May 6 13:33:24 EDT 2020 Adrien Monteleone wrote: > >> On May 6, 2020 w19d127, at 4:23 AM, flywire wrote: >> >> ... It would be really useful to be able to export as a csv, change it and import it back in. > > Are you referring to export/import of the budget? Yes. Exporting as a csv

Re: [GNC] Budgeting

2020-05-06 Thread Adrien Monteleone
Yes I forgot to mention, the estimator doesn’t automatically include child accounts. You have to have them visibly selected. So that means you have to expand each parent, then select the entire block of expense accounts if you want them all estimated. Otherwise, it will be a one-at-a-time

Re: [GNC] Budgeting

2020-05-06 Thread flywire
Thanks Adrien, that got my budget going. I'd tried current date and 12 months prior to shutting it down so there must be something else too. I thought I read somewhere that it wouldn't do subaccounts but I' added them in separately. Rolling out an old comment again: It would be really useful to

Re: [GNC] Budgeting

2020-05-06 Thread Adrien Monteleone
The budget estimate function is designed to estimate how much to budget based on historical transactions. You have the option to use an average or not. If you do not, then each period will be filled in based on the history as-is. If you choose the ‘average’ option, *all* periods will have

[GNC] Budgeting

2020-05-05 Thread flywire
The budget estimate didn't give me an average monthly expense as I expected, everything was zero. It would really benefit from a tutorial. Can I get a cash flow report with the monthly expenditure in columns for all of the income and expense accounts?

Re: [GNC] Budgeting

2018-12-11 Thread Adrien Monteleone
s there a way to set those values as well? > > Thanks very much, > > Peter > > -Original Message- > From: gnucash-user > [mailto:gnucash-user-bounces+peter088=petermacdonough@gnucash.org] On > Behalf Of Adrien Monteleone > Sent: Monday, 10 December

Re: [GNC] Budgeting

2018-12-09 Thread Adrien Monteleone
View > Filter By... > Other > Show unused accounts Regards, Adrien > On Dec 9, 2018, at 12:56 AM, Peter088 wrote: > > Hello, > > > > I'm a very new user coming over from Quicken. I'm trying to work out the > budget feature. In trying to create a budget and following the > instructions, I

[GNC] Budgeting

2018-12-08 Thread Peter088
Hello, I'm a very new user coming over from Quicken. I'm trying to work out the budget feature. In trying to create a budget and following the instructions, I seem to only have the opportunity to budget for expenses (accounts) that have at least one transaction in them. How can I set up a

Re: [GNC] Budgeting loans

2018-04-08 Thread Andy Pastuszak
That's what I did. I made an assett account for each of my loan payments (1 mortgage, 2 car payments.) Would be nice if GnuCash was able to handle this internally somehow. I'm trying to do a "budget to zero" approach and the loan payments were my last holdup. Andy On Sun, Apr 8, 2018 at 12:19

Re: [GNC] Budgeting loans

2018-04-07 Thread Dale Alspach
I think something like the following will work. You need to create two off-setting accounts: Mortgage Payable (liability) and a sub-account Mortgage Payment (asset). You would not budget Mortgage Payable, Mortgage Interest (expense) or Mortgage (liability). A typical payment transaction where the