RFC - SX Projection Report ; Patch - SX enable/disable

[Tim Wunder]

Well, that sounds OK, but I'm not sure it would work for my usage pattern. I 
have about 15-20 SX's per month with variables. In order to use the report, 
that would seem to require a lot of data entry :(

Perhaps adding the ability to assign an estimated amount in the SX editor 
would make using variables easier for the report. In other words, when a 
variable is used on a SX entry, also allow the user to estimate what that 
amount is.

Alternatively, have an "Estimate" flag on each entry to indicate that the 
amount entered is an estimate and the amount should be treated as a variable.
(I believe that this is the way kmymoney handles variable amounts.)

Formula can just be formula., I would think...

I thought I had an RFE in bugzilla for something like that, but I can't seem 
to find it :(

Tim

On Tuesday 30 January 2007 11:42:15 pm Peter McAlpine wrote:
> My intention is to let the existing SX infrastructure do as much of
> the work as possible. As such I would simply let it handle the
> variables in SX's as the SLR would usually handle them.
>
> -Peter
>
> On 30-Jan-07, at 11:13 PM, Tim Wunder wrote:
> > On Tuesday 30 January 2007 10:23:48 pm Peter McAlpine wrote:
> >> Hello,
> >>
> >> I have found GnuCash to be a very useful tool for tracking my
> >> personal finances (THANK YOU!), but as others have brought up
> >> previously (http://wiki.gnucash.org/wiki/Budgets) there has
> >> historically been mixed success implementing a budgeting feature.
> >>
> >> I should be clear right now that it's not my intention to attack the
> >> work that has gone into the budgeting features that exist in GnuCash
> >> now, nor do I want to start a large thread about long term plans for
> >> budgets in GnuCash. I have experimented with the recently added
> >> budgeting feature and am unable to have it meet my personal needs.
> >> After some thought I came up with an idea for a feature which would
> >> present me with the information I need in a way that I (as a
> >> accounting novice) can easily understand. I have started working on
> >> this feature already but was encouraged by Josh to post to the -devel
> >> list before I get too far (and thus this email).
> >>
> >> My proposal is merely this: to add an "SX Projection Report"
> >> Input:
> >> Any subset of a SX's
> >> Any subset of accounts
> >> A starting date (present time or earlier)
> >> A finish date (any time after the starting date)
> >>
> >> Output:
> >> A [read-only] report (formatted similarly to the register) which
> >> would show what the selected account(s) would look like if the
> >> selected SX(s) were applied to them from the start date to the
> >> finish.
> >>
> >> Example Usage Scenario:
> >> The user wants to see if she can afford a new car that has payments
> >> of $500/month, the user will input their regular SX's and add one
> >> more [disabled (see below)] SX for the $500/month car payments. The
> >> user could then generate the SX Projection Report and see the impact
> >> on her accounts out to some arbitrary date.
> >>
> >> It's my hope that this feature would meet mine (and hopefully
> >> other's) budgeting needs in a way that would not commit GnuCash
> >> development to any particular budgeting philosophy or development
> >> track. If users aren't interested in the way the report does
> >> budgeting they can easily just ignore the report altogether.
> >>
> >> In order to get up to speed on the GnuCash source, I have taken the
> >> time to implement (the diff is attached) a feature which would be
> >> helpful when using this report: the ability to disable/enable SX's.
> >>
> >> Motivation:
> >> I need to input SX's to select when I run SX Projection Reports,  but
> >> I may not actually want these SX's to show up on the SLR dialog yet.
> >>
> >> Implementation:
> >> I have added an "Enabled" checkbox to the SX Editor dialog (all SX's
> >> default to being enabled). If the SX is disabled it does not get
> >> picked up when the SLR runs. The disabled SX's are (will be)
> >> available when selecting SX's for SX Projection Reports.
> >>
> >> I look forward to hearing your feedback regarding the patch and
> >> feature proposal.
> >
> > Sounds interesting. But what about SX's that have variables? How
> > would those
> > be handled by the report?
> >
> > Regards,
> > Tim
> >
> > --
> > Fedora Core release 5 (Bordeaux), Linux 2.6.18-1.2257.fc5
> >  23:10:01 up 15:50,  4 users,  load average: 0.17, 0.19, 0.26
> > MP3/OGG archive Total playlength : 9 days, 11 hours, 29 mins 56
> > seconds
> > "It's what you learn after you know it all that counts" John Wooden
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>
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-- 
Fedora Core release 5 (Bordeaux), Linux 2.6.18-1.2257.fc5
 10:00:01 up 1 day,  2:40,  4 users,  load average: 0.71, 0.48, 0.33
MP3/OGG archive Total playlength : 9 days, 11 hours, 29 mins 56 seconds
"It's what you learn after you know it all that counts" John Wooden
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