[PATCH] Budget report improvements (was Re: Budget reports)

Forest Bond forest at alittletooquiet.net
Sat Jan 3 14:46:03 EST 2009


On Sun, Dec 28, 2008 at 07:17:30PM -0500, Forest Bond wrote:
> On Sun, Dec 14, 2008 at 06:21:53PM -0500, Forest Bond wrote:
> > I've recently started using GnuCash and have been pleased with it's features for
> > tracking finances.
> > 
> > I've started using it for budgeting, as well, and, as is likely well-known, the
> > budget reporting features are rather limited at the moment.  I'd like to spend
> > some time improving GnuCash in this area.  Before I started, though, I wanted to
> > bounce some questions off of GnuCash developers.
> [...]
> I didn't receive any response, so I'll proceed by adding reports and
> reorganizing the menu how it makes sense to me.  I have limited time but hope to
> have something useful within a few weeks.  I'll send a patch eventually.

With input from some nice people in #gnucash, I've implemented the report
changes that I intend to at this time.  Budget reporting is still far from
complete, but I believe that the system is made more useful with the reports
implemented in the attached patch.

Specifically, the patch accomplishes the following:

 * Moves budget-related reports to a "Budget" sub-menu.
 * Implements a Budget Balance Sheet report.  This is a projected future balance
   sheet using budget data.
 * Adds Budget Income Statement and Budget Profit & Loss reports.  These are
   projected future IS/PNL reports using budget data.

The added reports make it much easier to evaluate budgets with regard to whether
or not they balance, how savings are allocated, etc.

I look forward to your feedback and the eventual inclusion of these changes into
the GnuCash source.

Forest Bond
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