Cash Flow analysis: implementation details

C. Andrews Lavarre alavarre at gmail.com
Thu Jun 6 17:09:39 EDT 2013


   David hello.
   > Top posting
   :-) Cheerful post, thank you.
   > Unfortunately, Gnucash makes you earn the right to see all your
   accounts.
   Ah, such is life. Just wanted to make sure I wasn't missing
   something...
   >which I have done in the past, but so long in the past that I have no
   recollection how I handled it
   :-)
   Thanks again. Confirmation of the unknown is as valuable as explication
   of the known.
       [1]http://psychcentral.com/lib/2006/your-sense-of-coherence/
   Sense of Coherence: knowing what you don't know is as useful as (or
   perhaps more useful than) knowing what you DO know.
   Cheers, Andy
   On 06/06/2013 03:08 PM, David T. wrote:

   I'm not sure you got your answers (BTW, I top post all the time. People
   probably hate me, but the reader I have for this doesn't demarcate
   previous content, so my additions would get lost. Such is life).
   With regard to (1), I assume you've seen others lament the challenges
   of selecting all accounts in the tree. Unfortunately, Gnucash makes you
   earn the right to see all your accounts.
   With regard to (2), it was my understanding that you wanted historical
   information about your spending, which would not entail averaging. The
   averaging you mention is a budgeting feature, which I have done in the
   past, but so long in the past that I have no recollection how I handled
   it. I do recall that you can set your budget amount both by averaging
   older data and by entering individual amounts.
   It is also possible to specify particular accounts in both in the
   budget AND the budget report. Assuming that your unique transactions
   are entered into separate accounts, you can omit those accounts in your
   output.
   HTH,
   David
     __________________________________________________________________

   From: C. Andrews Lavarre [2]<alavarre at gmail.com>
   To: David T. [3]<sunfish62 at yahoo.com>
   Cc: [4]"gnucash-user at gnucash.org" [5]<gnucash-user at gnucash.org>
   Sent: Tuesday, June 4, 2013 1:50 PM
   Subject: Re: Cash Flow analysis: implementation details
   Hello thanks. Not sure if I'll get yelled at for top posting, but seems
   better to me without repeating all that has gone before, just the
   relevant parts...
   Working on the citation, thanks, have gotten to the point of getting
   what looks like the sort of thing for which I wish.
   However, some remaining questions:
   1. How to select ALL the accounts at once without wading through and
   expanding each parent account one at a time
       a. You can select a parent, hit Shift+Ctrl + RightArrow and it will
   expand all sub accounts, but you need to repeat this for each parent
   account. I explored
       /home/andy/.gnucash/accelerator-maps
       but find no hotkey for expanding all accounts at once.
   2. How to have the budget amount set to be the same for each month.
       a. What it looks like is that GC averages the actuals for each
   *particular* month vertically across the years in the allowed date
   range, rounds it to the specified significant figures and presents the
   result as the budget for that  particular month. The apparent
   assumption
   is that there are multiple years of actuals data, so we'll average and
   round all months of March and give the rounded average as the budget
   for
   March, do the same for April, and so forth.
       Since my circumstances changed significantly last year, I only
   allowed the range from last October onward, so of course it only has a
   single datum for each account/month. So of course it just presents the
   actuals rounded to the specified significant figures.
       I'm inclined to think that it would be better to average each
   account actuals across *all* months *horizontally* of the allowed date
   range and then present that average as the budget.
   But whatever, progress. At least we can extract the actuals and then do
   that for ourselves with a spreadsheet.
   Interesting learning afternoon, thanks again.
   Cheers, Andy
   On 06/03/2013 06:57 PM, David T. wrote:
   > Try looking at the first tip here:
   > [6]http://wiki.gnucash.org/wiki/Using_GnuCash#Reporting_Tips

References

   1. http://psychcentral.com/lib/2006/your-sense-of-coherence/
   2. mailto:alavarre at gmail.com
   3. mailto:sunfish62 at yahoo.com
   4. mailto:gnucash-user at gnucash.org
   5. mailto:gnucash-user at gnucash.org
   6. http://wiki.gnucash.org/wiki/Using_GnuCash#Reporting_Tips


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