Financial year handling

Yves-Eric MARTIN yem_lists.gnucash.org at filter.yve.net
Sat Sep 17 13:40:49 EDT 2005


Hi all,


I would like to help address the issue mentioned in the FAQ 
http://gnomesupport.org/wiki/index.php/GnuCashFaq#Q:_The_fiscal_year_is_July_1-June_30.2C_how_can_I_change_that.3F

For businesses, the financial year is paramount, and not being able to set it 
renders the "Current Financial Year Start" and the likes totally useless.

Having seen quite a few requests for that feature in the list archives, but 
only workarounds and no mention of anything being done about it, I went ahead 
and, following the FAQ pointer, made some changes in date-utilities.scm, to 
make it easy to set the financial year starting month and day by simply 
editing at the top of the file:

    ;; fin-year-start format: mm dd
    (define fin-year-start '(07 01))

From there, "get-start-cur-fin-year" and cousins now return the right value. 
See patch file attached.

While this makes it easy to set a global financial year, it is of course far 
from a complete solution. We need a way to set this per file, through the UI 
(maybe in the "Book options" dialog accessed by File->Properties?), and then 
date-utilities.scm should use the value from the UI instead of the hardcoded 
fin-year-start... While it does not sound like there should be much to do 
(but I may be totally out to lunch here...), I am afraid this is way above my 
head and I cannot take this any further myself. Could anyone pick things up 
from here?

PS: "End Current/Previous Financial Year" options should be called 
"Current/Previous Financial Year End" for consistency with their "Start" 
counterpart.


Cheers,

-- 
Yves-Eric MARTIN
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