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

[Christopher Lam]

The budget.scm can be upgraded to implement ideas from ytd-budget.scm --
This means headers per budget period will potentially be Bgt, Act, Diff,
Bgt(YTD), Act(YTD). Feedback is welcome.
https://github.com/Gnucash/gnucash/pull/532

On Sat, 23 Jun 2018 at 12:49, Christopher Lam <christopher.lck at gmail.com>
wrote:

> Hi Phil, glad to know I haven't broken anything. Can't think what to do
> about headers; these are problems that should be fixed in CSS! If you wish
> I can submit a PR but ideally would wish to create a satisfactory test
> datafile and report output. I don't use budget, so, I wouldn't be the best
> here. If you can send me, I'll try make a basic test for it. C
> On 23/06/18 20:05, Phil Longstaff wrote:
>
> Hi Chris,
>
> I am running 3.1 and it works. The only comment I have is that the 'Bgt',
> 'Act' and 'Diff' headings are left-justified and look a bit strange. I
> think center- or right-justified would be better.
>
> Thanks for doing this.
> Phil
>
> On Sun, Jun 17, 2018 at 11:16 AM Christopher Lam <
> christopher.lck at gmail.com> wrote:
>
>> 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
>>> >
>>> >
>>> > _______________________________________________
>>> > gnucash-user mailing list
>>> > gnucash-user at gnucash.org
>>> > To update your subscription preferences or to unsubscribe:
>>> > https://lists.gnucash.org/mailman/listinfo/gnucash-user
>>> > If you are using Nabble or Gmane, please see
>>> > https://wiki.gnucash.org/wiki/Mailing_Lists for more information.
>>> > -----
>>> > Please remember to CC this list on all your replies.
>>> > You can do this by using Reply-To-List or Reply-All.
>>> >
>>>
>>> _______________________________________________
>>> gnucash-user mailing list
>>> gnucash-user at gnucash.org
>>> To update your subscription preferences or to unsubscribe:
>>> https://lists.gnucash.org/mailman/listinfo/gnucash-user
>>> If you are using Nabble or Gmane, please see
>>> https://wiki.gnucash.org/wiki/Mailing_Lists for more information.
>>> -----
>>> Please remember to CC this list on all your replies.
>>> You can do this by using Reply-To-List or Reply-All.
>>>
>>
>>
>