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

[Dmitry Pavlov]

If I get you right, you need ability to make a report for budget with
specification of what periods to show in details, because for budgets with
large number of periods, it is not convinient to analyze data.

I think that my enhancements is what you need, please refer to this blog
post about them:
http://blog.dnpavlov.com/2014/03/gnucash-budget-report-enhancement.html
at the end of article you can find instructions of how to install this
enhanced version to your gnucash installation.

2015-02-17 12:56 GMT+03:00 David <chrstdvd at gmail.com>:

> 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?
>
>
>
> --
> View this message in context:
> http://gnucash.1415818.n4.nabble.com/Budget-reports-tp1436849p4676103.html
> Sent from the GnuCash - Dev mailing list archive at Nabble.com.
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-- 
С уважением,
Дмитрий Павлов