Progress toward Budget module

Chris Shoemaker c.shoemaker at cox.net
Thu Aug 5 18:48:10 EDT 2004


On Thu, Aug 05, 2004 at 05:04:05PM -0400, Derek Atkins wrote:
> Applied to G2 CVS.
> 
> Another thing to handle, at some point, is a set of test cases
> to test the core (engine) budget functions.
> 
> -derek

I checked it out, and compiled it.

Here are some initial impressions.  I'll look more closely later.

1) It compiles!
2) When I click on new budget the "new budget 'druid'" opens _behind_
the budget list.  I think it should be in front.
3) In fact, it seems to be _permanently_ behind the budget list.
4) In category setup window are "inflow" and "outflow" preferable terms over
traditional "income", "expense"?
5) Is "total budget balance" really a budgetting category, or is it
really a budget _reporting_ category?
6) Perhaps a newly created budget should automatically be opened for
editing.  After the budget was created it took me a sec to figure out
what the next thing to do was.
7) The second time I clicked on budget workbench, the budget I created
was gone.  Maybe this is what was meant by "saving the budget" not
working.  I thought it meant saving to a file, across consecutive
executions of gnucash.
8) When clicking on "new budget" the second time, to re-create what was lost,
gnucash crashed.  I restarted.
9) When entering budget amounts, it would be nice to navigate from cell
to cell with the keyboard arrow keys instead of only with the mouse.
10)  There's probably eventually a place for enhancement with feature
like "distribute $X evenly over all budget periods for this account".
11) In "budget balance" tab of budget workbench, I see "total budget
balance". It makes sense here, but if I hadn't kept it in "category
setup" would it not appear here?  
12) Track budget:  doesn't this rightly belong as a report, and not part
of the budget workbench?  Anyway, period planned column seems to only
show zero.
13) Date format on Balance budget tab columns is d/m/y, while on track
budget, mm/dd/yy.   Very confusing.

Possibly unrelated to budgeting:

a) When I click New File and am selecting accounts hierarchy to create,
after the screen where I choose the currency, and as soon as I select
the first account type, the window resizes and becomes WAY bigger than
my desktop, and I can't shrink the window.
b) The checkbox at the end of each line in the account selection
subpanel is so far away from the account name and has no column header,
so I can't easily tell what the checkboxes are for.  In fact, what are
the 12 columns of zeros for?
c) The forced unwieldy window size persists through the rest of the druid, even
though the amount of info in the window becomes much less.
 

-chris


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