Re: [GNC] Budget Issue
o > move the screen. I also tried all combinations with Shift, Control, Alt and > the Page Up and Page Down keys, but nothing worked. Also, the headings > (Accounts) don't freeze when you scroll, so I'm spending and enormous amount > of time trying to hit the scroll bar in exactly the right spot. > > There seem to be quite a number of obvious features missing/not working in > the budgeting area. What are the chances of any changes in this area being > implemented in a reasonable period of time, assuming I file all the requests? > I'm a bit surprised given that GNUCash has been around for 20 years that > these things haven't been addressed. > > Thanks again, > > Peter > > > > -Original Message- > From: gnucash-user > [mailto:gnucash-user-bounces+peter088=petermacdonough@gnucash.org > <mailto:petermacdonough@gnucash.org>] On Behalf Of Adrien Monteleone > Sent: Friday, 14 December 2018 6:02 AM > To: Gnucash Users > Subject: Re: [GNC] Budget Issue > > It might not matter, but what OS are you using? > > I’m on a Mac, the scrollbar is not visible at first. If I move my mouse down > to the bottom of the screen, a very slim scroll bar appears over the bottom > of the summary section. As I get closer to the scroll bar, it gets thicker so > it is an easier target for my mouse. > > Tabbing from a cell, say in September’s column, does not move the display to > show where the focused cell is. (likely a bug) > > But using the arrow keys does shift the other columns into view for me. (this > is once I’m already in a cell in the far right visible column) > > You can drag and re-size the Accounts column right-hand border to the left, > which depending on your tree depth and account name length, might get you all > or most of the year (and total column) visible. The individual month columns > are not resizable. Again, another ‘bug’ but likely a ‘feature enhancement’. > (unless older versions allowed re-sizing, then it is a bug) > > Also, the column names are not editable. You could file that in Bugzilla as a > RFE (Request for Enhancement). > > The issue with the disappearing Expenses is fixable with the filter. > > The filter is on the ‘view’ of the particular budget you are viewing. (notice > it is in the ‘View’ menu) It is not a preference of the budget. (thus not in > ‘Options’) > > You have to reset the filter each time you open the budget. It would be nice > to specify custom default filters for the budget so you don’t have to keep > resetting them. (you could file another RFE on that, but I recall it might be > filed already, you’ll need to check first.) As an alternative, just keep that > tab open until your work is done. (I leave GnuCash open 24/7 as I use it > daily) > > The reason your expenses ‘disappeared’ is because you *also* need to reset > the filter to ’Show unused accounts’. > > I just tested filtering only Expenses with an unused account and its parent > (also unused) and the budget did not contain them (and would have been empty > if I had an empty book) until I set that option in the filter. So you need to > set both options in both tabs of the filter. You’re telling the view to show > you only expense accounts *and* you want to see unused accounts. (which are > all of your accounts at this time) > > No worries on the questions, I’m happy to help. The Budget Module is not > documented well (contributions welcome) and it has some quirks that aren’t > intuitive. One of those is that it does not honor the ‘reverse balance > accounts’ setting properly. You may notice that credit accounts are the > reverse of what you expect when dealing with the budget. I think it may even > treat them differently in the budget screen than it does in the budget > report. Be sure to visit Bugzilla and read over any bugs assigned to the > Budget Module to get an overview of possible issues you may encounter. > > You may also want to take a look at this thread about navigating the Budget > using the keyboard: > https://lists.gnucash.org/pipermail/gnucash-user/2018-August/079065.html > <https://lists.gnucash.org/pipermail/gnucash-user/2018-August/079065.html> > > Regards, > Adrien > > > >> On Dec 13, 2018, at 12:32 AM, Peter088 > <mailto:peter...@petermacdonough.com>> wrote: >> >> Thanks Adrien. Much appreciated. You've solved that issue and I have more >> I'm afraid. >> >> I'm defining a budget to be 12 1-month periods. The screen is only wide >> enough to display 9. I don't see a scroll bar and tabbing doesn't seem to >> move the display, nor do the arrows. I also don't seem to be able to adjust >> th
Re: [GNC] Budget Issue
Peter, I don’t generally maintain a working Windows system for testing and I probably can’t acquire a Win10 system easily though I have access to Win7. I can play around a bit, but otherwise, can’t help more—very sorry, maybe there is another Win10 user out there using the budget module on a regular basis who can chime in. As for bugs/RFEs, your best bet is to simply file them, the sooner the better. It is possible one of the current developers is familiar with that particular part of the code and can jump right in. There’s also the possibility this is a section of code that doesn’t have an active maintainer and the solution might take more time. But at least a bug report will document and time-stamp the issue. The budget module has seen very little ‘development’ as far as I can tell from its original implementation. I think it has only seen minor bug fixes. If you have some improvement RFEs, please submit them to scope the use case(s) that the developers can use if they tackle the project. As for timeline, I think the developers have mentioned a few times here and on the gnucash-dev list that their current focus is cleaning up transition bugs from the migration away from 2.6.x and gtk2. When that is done, they intend to get back on track with the general development course outlined on the wiki. RFEs will follow after that unless they are really simple to implement on a quicker time frame. Of course, if any of the developers chime in with other info, their word holds, I’m just a daily user who helps out a bit in the community on the mailing list. Regards, Adrien > On Dec 18, 2018, at 6:06 PM, Peter088 wrote: > > Hi Adrien, > > I'm running Windows 10. Everything is up to date. > > Thanks for your help. I was able to find the scroll bar. It acts the same > over here. > > Unfortunately, the left and right arrows do not seem to work in Windows to > move the screen. I also tried all combinations with Shift, Control, Alt and > the Page Up and Page Down keys, but nothing worked. Also, the headings > (Accounts) don't freeze when you scroll, so I'm spending and enormous amount > of time trying to hit the scroll bar in exactly the right spot. > > There seem to be quite a number of obvious features missing/not working in > the budgeting area. What are the chances of any changes in this area being > implemented in a reasonable period of time, assuming I file all the requests? > I'm a bit surprised given that GNUCash has been around for 20 years that > these things haven't been addressed. > > Thanks again, > > Peter > > > > -Original Message- > From: gnucash-user > [mailto:gnucash-user-bounces+peter088=petermacdonough@gnucash.org] On > Behalf Of Adrien Monteleone > Sent: Friday, 14 December 2018 6:02 AM > To: Gnucash Users > Subject: Re: [GNC] Budget Issue > > It might not matter, but what OS are you using? > > I’m on a Mac, the scrollbar is not visible at first. If I move my mouse down > to the bottom of the screen, a very slim scroll bar appears over the bottom > of the summary section. As I get closer to the scroll bar, it gets thicker so > it is an easier target for my mouse. > > Tabbing from a cell, say in September’s column, does not move the display to > show where the focused cell is. (likely a bug) > > But using the arrow keys does shift the other columns into view for me. (this > is once I’m already in a cell in the far right visible column) > > You can drag and re-size the Accounts column right-hand border to the left, > which depending on your tree depth and account name length, might get you all > or most of the year (and total column) visible. The individual month columns > are not resizable. Again, another ‘bug’ but likely a ‘feature enhancement’. > (unless older versions allowed re-sizing, then it is a bug) > > Also, the column names are not editable. You could file that in Bugzilla as a > RFE (Request for Enhancement). > > The issue with the disappearing Expenses is fixable with the filter. > > The filter is on the ‘view’ of the particular budget you are viewing. (notice > it is in the ‘View’ menu) It is not a preference of the budget. (thus not in > ‘Options’) > > You have to reset the filter each time you open the budget. It would be nice > to specify custom default filters for the budget so you don’t have to keep > resetting them. (you could file another RFE on that, but I recall it might be > filed already, you’ll need to check first.) As an alternative, just keep that > tab open until your work is done. (I leave GnuCash open 24/7 as I use it > daily) > > The reason your expenses ‘disappeared’ is because you *also* need to reset > the filter to ’Show unused accounts’. > > I just test
Re: [GNC] Budget Issue
Hi Adrien, I'm running Windows 10. Everything is up to date. Thanks for your help. I was able to find the scroll bar. It acts the same over here. Unfortunately, the left and right arrows do not seem to work in Windows to move the screen. I also tried all combinations with Shift, Control, Alt and the Page Up and Page Down keys, but nothing worked. Also, the headings (Accounts) don't freeze when you scroll, so I'm spending and enormous amount of time trying to hit the scroll bar in exactly the right spot. There seem to be quite a number of obvious features missing/not working in the budgeting area. What are the chances of any changes in this area being implemented in a reasonable period of time, assuming I file all the requests? I'm a bit surprised given that GNUCash has been around for 20 years that these things haven't been addressed. Thanks again, Peter -Original Message- From: gnucash-user [mailto:gnucash-user-bounces+peter088=petermacdonough@gnucash.org] On Behalf Of Adrien Monteleone Sent: Friday, 14 December 2018 6:02 AM To: Gnucash Users Subject: Re: [GNC] Budget Issue It might not matter, but what OS are you using? I’m on a Mac, the scrollbar is not visible at first. If I move my mouse down to the bottom of the screen, a very slim scroll bar appears over the bottom of the summary section. As I get closer to the scroll bar, it gets thicker so it is an easier target for my mouse. Tabbing from a cell, say in September’s column, does not move the display to show where the focused cell is. (likely a bug) But using the arrow keys does shift the other columns into view for me. (this is once I’m already in a cell in the far right visible column) You can drag and re-size the Accounts column right-hand border to the left, which depending on your tree depth and account name length, might get you all or most of the year (and total column) visible. The individual month columns are not resizable. Again, another ‘bug’ but likely a ‘feature enhancement’. (unless older versions allowed re-sizing, then it is a bug) Also, the column names are not editable. You could file that in Bugzilla as a RFE (Request for Enhancement). The issue with the disappearing Expenses is fixable with the filter. The filter is on the ‘view’ of the particular budget you are viewing. (notice it is in the ‘View’ menu) It is not a preference of the budget. (thus not in ‘Options’) You have to reset the filter each time you open the budget. It would be nice to specify custom default filters for the budget so you don’t have to keep resetting them. (you could file another RFE on that, but I recall it might be filed already, you’ll need to check first.) As an alternative, just keep that tab open until your work is done. (I leave GnuCash open 24/7 as I use it daily) The reason your expenses ‘disappeared’ is because you *also* need to reset the filter to ’Show unused accounts’. I just tested filtering only Expenses with an unused account and its parent (also unused) and the budget did not contain them (and would have been empty if I had an empty book) until I set that option in the filter. So you need to set both options in both tabs of the filter. You’re telling the view to show you only expense accounts *and* you want to see unused accounts. (which are all of your accounts at this time) No worries on the questions, I’m happy to help. The Budget Module is not documented well (contributions welcome) and it has some quirks that aren’t intuitive. One of those is that it does not honor the ‘reverse balance accounts’ setting properly. You may notice that credit accounts are the reverse of what you expect when dealing with the budget. I think it may even treat them differently in the budget screen than it does in the budget report. Be sure to visit Bugzilla and read over any bugs assigned to the Budget Module to get an overview of possible issues you may encounter. You may also want to take a look at this thread about navigating the Budget using the keyboard: https://lists.gnucash.org/pipermail/gnucash-user/2018-August/079065.html Regards, Adrien > On Dec 13, 2018, at 12:32 AM, Peter088 wrote: > > Thanks Adrien. Much appreciated. You've solved that issue and I have more > I'm afraid. > > I'm defining a budget to be 12 1-month periods. The screen is only wide > enough to display 9. I don't see a scroll bar and tabbing doesn't seem to > move the display, nor do the arrows. I also don't seem to be able to adjust > the column widths, as I really don't need as much space as they've > allocated. Can you tell me how to modify the display please? For example, > is there a way to edit the labels on the budget periods? Can I shrink the > column widths. Is there a way to scroll left and right through the budget? > > > Also, I'm unclear how the filter works. The default filter selected all > account types. I'm only
Re: [GNC] Budget Issue
It might not matter, but what OS are you using? I’m on a Mac, the scrollbar is not visible at first. If I move my mouse down to the bottom of the screen, a very slim scroll bar appears over the bottom of the summary section. As I get closer to the scroll bar, it gets thicker so it is an easier target for my mouse. Tabbing from a cell, say in September’s column, does not move the display to show where the focused cell is. (likely a bug) But using the arrow keys does shift the other columns into view for me. (this is once I’m already in a cell in the far right visible column) You can drag and re-size the Accounts column right-hand border to the left, which depending on your tree depth and account name length, might get you all or most of the year (and total column) visible. The individual month columns are not resizable. Again, another ‘bug’ but likely a ‘feature enhancement’. (unless older versions allowed re-sizing, then it is a bug) Also, the column names are not editable. You could file that in Bugzilla as a RFE (Request for Enhancement). The issue with the disappearing Expenses is fixable with the filter. The filter is on the ‘view’ of the particular budget you are viewing. (notice it is in the ‘View’ menu) It is not a preference of the budget. (thus not in ‘Options’) You have to reset the filter each time you open the budget. It would be nice to specify custom default filters for the budget so you don’t have to keep resetting them. (you could file another RFE on that, but I recall it might be filed already, you’ll need to check first.) As an alternative, just keep that tab open until your work is done. (I leave GnuCash open 24/7 as I use it daily) The reason your expenses ‘disappeared’ is because you *also* need to reset the filter to ’Show unused accounts’. I just tested filtering only Expenses with an unused account and its parent (also unused) and the budget did not contain them (and would have been empty if I had an empty book) until I set that option in the filter. So you need to set both options in both tabs of the filter. You’re telling the view to show you only expense accounts *and* you want to see unused accounts. (which are all of your accounts at this time) No worries on the questions, I’m happy to help. The Budget Module is not documented well (contributions welcome) and it has some quirks that aren’t intuitive. One of those is that it does not honor the ‘reverse balance accounts’ setting properly. You may notice that credit accounts are the reverse of what you expect when dealing with the budget. I think it may even treat them differently in the budget screen than it does in the budget report. Be sure to visit Bugzilla and read over any bugs assigned to the Budget Module to get an overview of possible issues you may encounter. You may also want to take a look at this thread about navigating the Budget using the keyboard: https://lists.gnucash.org/pipermail/gnucash-user/2018-August/079065.html Regards, Adrien > On Dec 13, 2018, at 12:32 AM, Peter088 wrote: > > Thanks Adrien. Much appreciated. You've solved that issue and I have more > I'm afraid. > > I'm defining a budget to be 12 1-month periods. The screen is only wide > enough to display 9. I don't see a scroll bar and tabbing doesn't seem to > move the display, nor do the arrows. I also don't seem to be able to adjust > the column widths, as I really don't need as much space as they've > allocated. Can you tell me how to modify the display please? For example, > is there a way to edit the labels on the budget periods? Can I shrink the > column widths. Is there a way to scroll left and right through the budget? > > > Also, I'm unclear how the filter works. The default filter selected all > account types. I'm only interested in Expenses, but when I cleared them all > and selected only Expenses, all my accounts disappeared from view including > the Expense accounts. > > I'm sorry to ask so many questions, but I can't find this stuff in the > documentation. It doesn't seem to go to this level of detail. Perhaps > there is another place to look? > > Thanks, > > Peter > > -Original Message- > From: gnucash-user > [mailto:gnucash-user-bounces+peter088=petermacdonough@gnucash.org] On > Behalf Of Adrien Monteleone > Sent: Thursday, 13 December 2018 12:27 PM > To: Gnucash Users > Subject: Re: [GNC] Budget Issue > > Peter, > > Did you not see my last reply to this issue concerning grid lines and blank > child cells vs. parent cell totals? > > Also, no need to start a new thread on the same question. It will be hard > for others to follow along and see what resolved it for you in the future. > > Regards, > Adrien > >> On Dec 12, 2018, at 6:05 PM, Peter088 > wrote: >> >> Hello, >> >> >
Re: [GNC] Budget Issue
Thanks Adrien. Much appreciated. You've solved that issue and I have more I'm afraid. I'm defining a budget to be 12 1-month periods. The screen is only wide enough to display 9. I don't see a scroll bar and tabbing doesn't seem to move the display, nor do the arrows. I also don't seem to be able to adjust the column widths, as I really don't need as much space as they've allocated. Can you tell me how to modify the display please? For example, is there a way to edit the labels on the budget periods? Can I shrink the column widths. Is there a way to scroll left and right through the budget? Also, I'm unclear how the filter works. The default filter selected all account types. I'm only interested in Expenses, but when I cleared them all and selected only Expenses, all my accounts disappeared from view including the Expense accounts. I'm sorry to ask so many questions, but I can't find this stuff in the documentation. It doesn't seem to go to this level of detail. Perhaps there is another place to look? Thanks, Peter -Original Message- From: gnucash-user [mailto:gnucash-user-bounces+peter088=petermacdonough@gnucash.org] On Behalf Of Adrien Monteleone Sent: Thursday, 13 December 2018 12:27 PM To: Gnucash Users Subject: Re: [GNC] Budget Issue Peter, Did you not see my last reply to this issue concerning grid lines and blank child cells vs. parent cell totals? Also, no need to start a new thread on the same question. It will be hard for others to follow along and see what resolved it for you in the future. Regards, Adrien > On Dec 12, 2018, at 6:05 PM, Peter088 wrote: > > Hello, > > > > I'm a new user coming from Quicken. I'm trying to create a budget and have > the filters set to Show Unused and Show Zero Total accounts, but I cannot > see a lot of the expense accounts. I am still not seeing any cells/values > for the lowest nested level of each account. For example, > Expenses:Auto:Licensing shows an editable cell in the budget at the Auto > level even though there are no transactions in that account, but not at the > Licensing level. This is consistent across all the Expense accounts. > > > > Is there a way around this? > > > > Thanks, > > > > Peter > > ___ > gnucash-user mailing list > gnucash-user@gnucash.org > 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 gnucash-user@gnucash.org 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 gnucash-user@gnucash.org 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.
Re: [GNC] Budget Issue
Peter, I only reply to the list, never an individual. (It’s considered bad form to send PM’s unless agreed upon, also, others don’t get to benefit from the discussion - this is covered in the wiki discussing the mailing list.) Since you unsubscribed, I’m copying you this one time, but I’d prefer to discuss the topic on-list. (not the least reason, that I filter my list mail so I can see it easier and your personal replies get jumbled into my other mail. This makes it more difficult to see if I need to reply back.) Yes, you are possibly going to get lots of e-mails from the list. That’s because this is a world-wide list. Sometimes it is rather quiet, sometimes not. Just delete the messages you aren’t interested in, or if you’re simply getting too many e-mails, you can switch to digest mode so you only get one per day, but that will change your workflow with replies depending on your mail client software. You can also remain subscribed but suspend message delivery. You’ll have to go to the archives though to see if someone posted a reply to your own threads in that case. I’m copying my earlier reply below: -- Both unused accounts, parent and child, allowed me to enter values. Is it just that you are seeing “0.00” for Expenses:Auto but not seeing anything for Expenses:Auto:Licensing, or can you not double-click where the cell is supposed to be and enter any value at all? Note, Parent accounts will default to showing “0.00”, but child accounts are just empty. You shouldn’t generally enter budget amounts for parent accounts. If you only enter the child account amounts, you’ll see that the parent takes on their sum as its value. (hence why they all start off “0.00” as the sum is already calculated and displayed, but at this point is zero) This also falls in line with the ‘best practice’ that parent accounts should be placeholders only and should not contain their own transactions. If it helps to see cells better you can turn on grid lines. (unfortunately, for the whole app, not just the Budget module) Preferences > General > Enable horizontal grid lines on table displays Enable vertical grid lines on table displays These are supposed to update in real time as you check/uncheck them, but there seems to be a bug. After changing the preference, close the preferences window and then close and re-open the budget. You’ll see the desired grid lines. Regards, Adrien > On Dec 12, 2018, at 7:33 PM, Peter088 wrote: > > If you replied to the mailing list instead of me personally, I may have > already unsubscribed. I was getting a flood of unrelated emails and thought > the problem had been solved. > > -Original Message- > From: gnucash-user > [mailto:gnucash-user-bounces+peter088=petermacdonough@gnucash.org] On > Behalf Of Adrien Monteleone > Sent: Thursday, 13 December 2018 12:27 PM > To: Gnucash Users > Subject: Re: [GNC] Budget Issue > > Peter, > > Did you not see my last reply to this issue concerning grid lines and blank > child cells vs. parent cell totals? > > Also, no need to start a new thread on the same question. It will be hard > for others to follow along and see what resolved it for you in the future. > > Regards, > Adrien > >> On Dec 12, 2018, at 6:05 PM, Peter088 > wrote: >> >> Hello, >> >> >> >> I'm a new user coming from Quicken. I'm trying to create a budget and > have >> the filters set to Show Unused and Show Zero Total accounts, but I cannot >> see a lot of the expense accounts. I am still not seeing any cells/values >> for the lowest nested level of each account. For example, >> Expenses:Auto:Licensing shows an editable cell in the budget at the Auto >> level even though there are no transactions in that account, but not at > the >> Licensing level. This is consistent across all the Expense accounts. >> >> >> >> Is there a way around this? >> >> >> >> Thanks, >> >> >> >> Peter >> >> ___ >> gnucash-user mailing list >> gnucash-user@gnucash.org >> 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 > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > If you are usi
Re: [GNC] Budget Issue
Peter, Did you not see my last reply to this issue concerning grid lines and blank child cells vs. parent cell totals? Also, no need to start a new thread on the same question. It will be hard for others to follow along and see what resolved it for you in the future. Regards, Adrien > On Dec 12, 2018, at 6:05 PM, Peter088 wrote: > > Hello, > > > > I'm a new user coming from Quicken. I'm trying to create a budget and have > the filters set to Show Unused and Show Zero Total accounts, but I cannot > see a lot of the expense accounts. I am still not seeing any cells/values > for the lowest nested level of each account. For example, > Expenses:Auto:Licensing shows an editable cell in the budget at the Auto > level even though there are no transactions in that account, but not at the > Licensing level. This is consistent across all the Expense accounts. > > > > Is there a way around this? > > > > Thanks, > > > > Peter > > ___ > gnucash-user mailing list > gnucash-user@gnucash.org > 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 gnucash-user@gnucash.org 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.
