Budget report

Colin Law clanlaw at googlemail.com
Mon Aug 3 12:44:18 EDT 2009

2009/8/3 Phil Longstaff <plongstaff at rogers.com>:
> The budget report is my current itch, so I've been upgrading it.
> My latest change is to provide more control over the columns.  To do this, the
> top level creates a scheme list where each element controls a set of
> budget/actual/diff columns:
>  - if an element is a number, that is the period (origin 0) for the set of
> columns
>  - if an element is a list, the list contains period numbers to be grouped
> and accumulated for the set of columns
>  - if an element is 'total, the set of columns contains the total.
> For a monthly budget, the current budget report is created by the list '(0 1 2
> 3 4 5 6 7 8 9 10 11).  I'm looking at using '((0 1 2 3 4 5) 6 7 (8 9 10 11)
> total) which will give me Jan-Jun, July, Aug, Sep-Dec, Total for the year.
> This allows it to fit on my screen.
> To make this more readily available, I think the proper thing to do is add a
> new tab to the options to allow the user to set up the columns.  Eventually,
> besides a "diff" column, a "percentage" column would be useful.
> Maybe this is just leading towards ideas for a complete report rewrite where
> the user can design his/her own reports with general columns and rows.
> Phil

Will this allow a 'year to date' display showing the total ytd budget,
actual and difference for each account?  If so you will be my hero.
Year to date implies the ability to specify the start of ones 'year' of course.


Colin Law

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