Budgeting with GnuCash
John Arrowwood
jarrowwx at hotmail.com
Mon May 24 14:20:02 EDT 2004
Could someone please describe the features of GnuCash for use with
budgeting?
Here's a summary of what I'd LIKE to be able to do. Could someone please
tell me which are doable now, and which would require changes to GnuCash?
And for those requiring changes, how hard it would be to get those changes?
* Ability to specify a budget amount for each account.
- the amount is for a given period, e.g. the week, month, quarter, or
year. (I'd be happy if it was just months)
- previous budget amounts are saved, facilitating budget vs. actual
reports after-the-fact.
* Budget vs. Actual report, single and multi-column
* Budgeting report - multi-column showing e.g. one column per month, with
'average' for the last column
* Spreadsheet like interface to budget amounts allowing easy data entry and
scenario exploration
- alternatively, a report that exports a spreadsheet format which can be
opened and tweaked
- maybe with auto-re-import of the spreadsheet after tweaking (yeah,
right!)
* Flag on transactions indicating that the transaction is 'placeholder' or
budget
- allow alternate coloration for placeholder transactions for easy
identification
- additional 'balance'... one that includes placeholder transactions, one
without
- alternatively, the field for reconciliation could just have another
state for 'budget'
* Additional transaction fields
- Transaction time
- Receipt? (flag)
- Who performed the transaction
- Date cleared
- Bank transaction description
- ???
Is this doable with GnuCash, or would you suggest using something else?
Thanks!
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