[GNC-dev] Budgets: showing total-to-date in budget period, and previous month totals only

Christopher Lam christopher.lck at gmail.com
Sun Jun 17 11:16:26 EDT 2018


Hi Phil
I've taken the liberty of fixing up your YTD-budget, renamed to budget-ytd.
I don't use budgeting myself and cannot check figures. But it seems useful
enough.
https://github.com/christopherlam/gnucash/tree/master-ytd
Would you be kind to double check it works as expected in 3.1/maint onwards?
C

On 26 March 2018 at 20:04, Phil Longstaff <phil.longstaff at gmail.com> wrote:

> I have attached a report which does this.
>
> I have attached ytd-budget.scm. I have this file in
> c:\Users\phill\.gnucash\reports. I then add this line to
> c:\Users\phill\.gnucash\config.user:
>
>     (load "c:\\Users\\phill\\.gnucash\\reports\\ytd-budget.scm")
>
> This gives me a new "YTD budget" with 3 sets of columns:
> 1) selected month
> 2) year-to-date
> 3) full year
>
> It always shows actual and budget amounts, and there is an option to add
> difference. There is also an option to select which month you want to show.
>
> On Sun, Mar 25, 2018 at 7:21 PM, Macho Philipovich <macho.p at riseup.net>
> wrote:
>
> > Dear Gnucash Users,
> >
> >
> > I am looking to for a report/view that will show
> > budgeted/actual/difference amounts for selected accounts for the
> > previous month, as well as the totals for all months to date in the
> > current budgeting period.
> >
> >
> > The wiki seems to suggest that GnuCash does not natively support this,
> > but that it's possible using the third-party "Little Budget Tool":
> >
> >
> > https://wiki.gnucash.org/wiki/Budget_History#Add-On:_.22The_
> > Little_Budget_Tool.22
> >
> >
> > When I tried to download and compile the said software, however I didn't
> > get anywhere. I couldn't get ./configure to recognize the presence of
> > qt, and when I told it to ignore, it balked on the first g++ command. On
> > the one hand, it would not surprise me to learn that I'm just not doing
> > the configure && make process properly. On the other, this software was
> > last revised thirteen years ago.
> >
> >
> > Any advice you can provide on getting the report view I'm looking for
> > would be greatly appreciated!
> >
> >
> > Thanks,
> >
> > Macho
> >
> >
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