Budget Report Viewing

Thu Jul 4 08:42:55 EDT 2013

Thanks for the come back. I'm almost finished with my 3rd quarter budget. It's looking good. I can now view the accounts on the left side of my screen and the budget and actual values on the right side. Thanks for your help.

On another note, this program is now replacing my Quicken program that I used to use. It does everything for me that I need, including GREAT Technical support!

Thanks again.

Meanwhile...God Bless and have a GREAT DAY!

Richard

Date: Tue, 2 Jul 2013 17:17:54 -0700
From: sunfish62 at yahoo.com
Subject: Re: Budget Report Viewing
To: richard_lindgren at outlook.com
CC: gnucash-user at gnucash.org

Just for completeness: it's not an issue of version; I'm still on 2.4.11.

I suspect it was a communicational issue: my inability to say what to do so you could understand it. Gald you've got it moving forward.

David
        From: Richard Lindgren <richard_lindgren at outlook.com>
 To: David T. <sunfish62 at yahoo.com> 
Cc: "gnucash-user at gnucash.org" <gnucash-user at gnucash.org> 
 Sent: Tuesday, July 2, 2013 4:17 AM
 Subject: RE: Budget Report Viewing

Maybe my software is not up-to-date? I am using version 2.4.13.

If I set my options to:
Every Month = 1
Start Date = 07/01/2013
Periods = 1

I started a new budget with the values above and it seemed to work. Crazy!!! 

I must have messed up the 1st budget by my experimenting. I really don't know! 

Anyhow, I think I'm back on track! Thank you  for all of your help.

Case Solved.

Richard

Date: Mon, 1 Jul 2013 15:34:05 -0700
From: sunfish62 at yahoo.com
Subject: Re: Budget Report Viewing
To: richard_lindgren at outlook.com
CC: pdpavri at gmail.com; gnucash-user at gnucash.org

Richard--
I have tested on my own budgets, and cannot duplicate your problem. When I change the budget settings, the time frame changes when I run the budget report against that budget.
We are, alas, at an impasse. Perhaps someone else has an
 idea.
Sorry,David

 From: Richard Lindgren <richard_lindgren at outlook.com>
 To: David T. <sunfish62 at yahoo.com> 
Cc: porus pavri <pdpavri at gmail.com>; "gnucash-user at gnucash.org" <gnucash-user at gnucash.org> 
 Sent: Monday, July 1, 2013 11:55 AM
 Subject: RE: Budget Report Viewing

Well I did as you have suggested, however the dates work, but the values still begin with the month of January.

The settings in my budget for 3012-07 are:
Every "1" Month
Beginning on7/1/2013
Number of Periods "3"

I tried an experiment by removing the month of January's values. My budget report then shows no budget value.

Any suggestions?

Richard

Subject: Re: Budget Report Viewing
From: sunfish62 at yahoo.com
Date: Mon, 1 Jul 2013 10:06:08 -0700
CC: pdpavri at gmail.com; gnucash-user at gnucash.org
To: richard_lindgren at outlook.com

Richard--
As I suggested, go back to the budget module, and create a new budget based on your original budget, set it to cover the months you are interested in seeing (e.g., July 1, 2013 to December 31, 2013) and save it as a new budget (2013-07, say).
 Then, in the
 Budget report, open the report options General tab and select 2013-07 as the source of the budget report. Then you should see entries from July onward. As I noted before, it's a kludge.
HTH,David
On Jul 1, 2013, at 9:56 AM, Richard Lindgren <richard_lindgren at outlook.com> wrote:Sorry for the confusion with Porus entering into the conversation here.

Let's try again. When I
 generate my original budget using 12-months to fill up the year, everything is fine. All data from January 1, thru December 31st is in there. All calculations all seem to be there as well. Unfortunately, It is very difficult to view the report and move the screen around to view what is actually being tracked. Too much data or too small a screen, how ever you want to think of it.

If I would be able to view (on a monthly basis only) any three months at a time, that would solve my problem. Unfortunately, when I go into the options to change the settings, the values for January always come up 1st. The values for January will always show up in the 1st starting month that I choose to view. 

Maybe I'm looking at this all wrong, not sure. Please show me the error of my ways. I have all twelve months now budgeted and what I am
 asking to do is
 look a view of any three months of my original 12-month budget by changing the starting date and setting the period of time to three months.

Thanks again for your time, I really do appreciate it.

Richard

Subject: Re: Budget Report Viewing
From: sunfish62 at yahoo.com
Date: Mon, 1 Jul 2013 08:41:32 -0700
CC: richard_lindgren at outlook.com; gnucash-user at gnucash.org
To: pdpavri at gmail.com

Porus--
You've lost me. The entire thread, you talk of creating a budget and viewing the report and not being able to see later months in the budget because of scrolling difficulties. Now you tell me you're using the Balance Sheet report. That doesn't add up.
The Balance Sheet report is a snapshot of balances as of a particular date, and so there are no monthly columns. (by the way, there are also no Start or End dates, since it's meant as a snapshot of account balances as of a particular date).
I am not sure what you're trying to accomplish now. If
 you are trying to set up budgeting and use budget reports to see monthly
 amounts, take a look at my suggestions. Otherwise, we'll have to start troubleshooting fresh.
David
On Jun 30, 2013, at 11:34 PM, porus pavri <pdpavri at gmail.com> wrote:No, I have not used the quarterly budget report.  This is the "Balance Sheet" report which I selected from the menu Reports >> Assets & Liabilities >> Balance Sheet.Best Regards,
Porus

On 30 June 2013 22:57, David T. <sunfish62 at yahoo.com> wrote:
 One question: did you change the budget report to use your new quarterly budget? That is changed in the budget report options...

David

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