Budgeting with GnuCash
jarrowwx at hotmail.com
Sun May 30 02:46:41 EDT 2004
Well, on the plus side, MOST of what I wanted is already handled, by means
of scheduled transactions and the fact that there is a 'balance' as of
today, as well as for the future. Some of what I asked about was give me
that ability. Since that is there, that part is moot.
Most of the rest of what I want can be accomplished through reports, and
modifying the transactions after they have been auto-created. And until I
get a chance to learn scheme, I've already got an export to csv that I can
use Access to query with SQL. So my budgeting needs are handled for now.
The rest of what I asked for is just for the anal-retentive types who like
detailed reports. Business users would want those features...I don't really
But...when I finish my other projects...if I ever do...then you may get some
patches from me! :)
>From: Derek Atkins <warlord at MIT.EDU>
>To: john at hanlonsrazor.com
>CC: gnucash-user at lists.gnucash.org, gnucash-devel at lists.gnucash.org
>Subject: Re: Budgeting with GnuCash
>Date: Sat, 29 May 2004 21:10:55 -0400
>"John Arrowwood" <jarrowwx at hotmail.com> writes:
> > Could someone please describe the features of GnuCash for use with
> > budgeting?
>Gnucash doesn't support budgetting... You should go through the
>archive from around September 2003 and read the huge thread on this
> > Here's a summary of what I'd LIKE to be able to do. Could someone
> > please tell me which are doable now, and which would require changes
> > to GnuCash? And for those requiring changes, how hard it would be to
> > get those changes?
>The latter question is easy: it's as easy as you sending in patches.
>As for the former....
> > * Ability to specify a budget amount for each account.
> > - the amount is for a given period, e.g. the week, month, quarter,
> > or year. (I'd be happy if it was just months)
> > - previous budget amounts are saved, facilitating budget vs. actual
> > reports after-the-fact.
>Nope, would require changes.
> > * Budget vs. Actual report, single and multi-column
>Would require changes.
> > * Budgeting report - multi-column showing e.g. one column per month,
> > with 'average' for the last column
>Would require changes.. Seeing a pattern?
> > * Spreadsheet like interface to budget amounts allowing easy data
> > entry and scenario exploration
> > - alternatively, a report that exports a spreadsheet format which
> > can be opened and tweaked
> > - maybe with auto-re-import of the spreadsheet after tweaking (yeah,
> > right!)
> > * Flag on transactions indicating that the transaction is
> > 'placeholder' or budget
> > - allow alternate coloration for placeholder transactions for easy
> > identification
> > - additional 'balance'... one that includes placeholder
> > transactions, one without
> > - alternatively, the field for reconciliation could just have
> > another state for 'budget'
>Uhh... This doesn't make sense. The budgetting system should be
>completely different from the financial transactions. The budgets
>should be directly mapped to existing accounts.
> > * Additional transaction fields
> > - Transaction time
> > - Receipt? (flag)
> > - Who performed the transaction
> > - Date cleared
> > - Bank transaction description
> > - ???
>All of these would require changes.. The txn time is probably the
>easiest of them all -- no data format changes at all, just a small API
>and UI change.
> > Is this doable with GnuCash, or would you suggest using something else?
>Well, it's all "doable" if changes are made to the code. None of it
>is doable _now_ (i.e., gnucash doesn't do any of this right now).
>You're welcome to work on this. You should work with Darin Willits to
>make sure you don't overlap with the budgetting work he's been hacking
>on. As much of this is UI work, it should happen on the g2 branch.
>I look forward to your patches. Thank you for volunteering! :)
> > Thanks!
> Derek Atkins, SB '93 MIT EE, SM '95 MIT Media Laboratory
> Member, MIT Student Information Processing Board (SIPB)
> URL: http://web.mit.edu/warlord/ PP-ASEL-IA N1NWH
> warlord at MIT.EDU PGP key available
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