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

David chrstdvd at gmail.com
Tue Feb 17 04:56:03 EST 2015


Well here it is a little over 6 years later and I am using 2.6.5 and your
contributions to the budget report are working well.  I am a new user of
gnucash, migrating from Quicken.  At the moment I am searching posts about
Budget Report and this thread is the first on a long list.

I am used to being able to set up a budget and then pull a budget report for
a specific period of time, I mostly use the Monthly version, but at tax
time, I use the annual version go get total actual s for different expenses
and verify Income and withholding's on 1099's.

The current Budget Report lists all 12 months on a form that has very little
spacing between the months is is very difficult to read.  There is no option
to choose a time period in this report.

After several weeks of learning the basics, I finally gave up trying to make
budgets that mimic what I am used to.  I just made one Master budget with
all the accounts included, and if I want to look at income less expense for
a specific Income/Expense set of accounts, I choose them specifically.  

But, I would like a report with Income at the top, next expenses, and then
transfers from the income to different liability and savings accounts, as
well as transfers back into the income section.  Let me enplane.  I have
accounts that I an amount monthly for paying annual charges like property
taxes and Insurance and emergency expenditures.  So when I zero out my
Income less expenses, I need to see the transfers to these accounts, and
when I pay the expenses, have the transfer back into the contributing
account show that transfer as part of the period income.

The report would have Columns Budgeted, Actual and Difference and a total on
the bottom that would reflect [Income + Transfers In] - [Expenses +
Transfers Out].  

Options would require choosing the accounts for the report, and a Period
picker, at the minimum.

I have no idea if this could be done with Custom Reports, but I am studying
how to make custom reports.  Any advice?



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