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

[David Carlson]

On 2/17/2015 7:29 AM, Dmitry Pavlov wrote:
> 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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>>
>
>

Dimitri,

If you have actually edited this file, you should add your name to the
comment at the beginning with a short summary of what you did, e.g.
revised by Dimitri Pavlov in 2014.  If you want to keep your name out of
it, use the pseudonym Anonymous.

David C