closing entries throw off estimated budget values

[Edward Doolittle]

It's probably too late for this suggestion, but you could estimate your
budget before closing your books. Maybe it's possible to do a budget for 11
months?

But I agree, it would be nifty if GnuCash figured this out on its own.

E

On 4 February 2015 at 00:50, W Geoffrey O Black <wgoblack at gmail.com> wrote:

>
> Forgot to say that I am running GnuCash 2.6.5 on a MacBook Air with OS
> 10.9.5. I doubt the issue I posted about is version-specific or
> OS-specific, but I try to provide all potentially relevant information.
>
> W Geoffrey O Black
>
> On Feb 4, 2015, at 12:43 AM, W Geoffrey O Black <wgoblack at gmail.com>
> wrote:
>
> >
> > Hello,
> >
> > I’ve been trying to create a budget and use the “Estimate” feature to
> automatically fill in values for each account, and I’ve run into a big
> problem. (Big for me, anyway.)
> >
> > I am trying to generate a revenue and expense budget for calendar year
> 2015, with twelve monthly periods. If I select 01/01/2014 as the start date
> in the “Estimate Budget Values” dialog, I get accurate values (meaning
> consistent with my 2014 spending) for January-November, but in December I
> get a big negative number, and the total for the year is 0.00.
> >
> > You can probably guess from the above that I close my books at the end
> of each year using the "Tools:Close Book” menu item. Obviously the Estimate
> feature is reading those closing entries just like any other entry—making
> the whole feature essentially useless for me.
> >
> > I know that GnuCash can “learn” to ignore those closing entries, because
> it can generate accurate Income and Expense reports for any period so long
> as the “Closing Entries Pattern” is filled in in the Options dialogue. How
> complicated would it be to implement something similar for estimating
> budget values? I.E., add a “Closing Entries pattern” field to the Estimate
> Budget Values dialog? That would greatly enhance functionality of the
> budgeting feature for users like me who do close the books at the end of
> each year.
> >
> > I guess for now I’ll probably stick to doing my budgeting in NeoOffice
> Calc, but I’d love to see useable budgeting tools in a future version of
> GnuCash.
> >
> > Thanks,
> > W Geoffrey O Black
> >
> > wgoblack at gmail dot com
> >
> >
> >
> >
>
>
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-- 
Edward Doolittle
Associate Professor of Mathematics
First Nations University of Canada
1 First Nations Way, Regina SK S4S 7K2

« Toutes les fois que je donne une place vacante, je fais cent mécontents
et un ingrat. »
-- Louis XIV, dans Voltaire, Le Siècle de Louis XIV, Chap. XXVI