Budget report

[Phil Longstaff]

On August 3, 2009 12:44:18 pm Colin Law wrote:
> 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.

YTD should be easy to add.

Phil