Budget reporting for a time interval
R. Victor Klassen
rvklassen at gmail.com
Sat Jul 4 16:21:26 EDT 2015
This appears to be just the ticket. Somehow I didn’t notice the discussion the first time around. Based on your description and the content of the blog post, it looks very much like what I’m trying to do.
When I tried installing it, gnucash failed to start. Mac OS 10.6.8 GnuCash 2.6.7 [the most recent stable]. I’m hoping it’s something simple, as debugging scheme just isn’t happening - I don’t have the time to first attempt to learn scheme and then debug this.
Looking at the console log, I found:
15-07-04 3:53:41 PM [0x0-0x254053e].org.gnucash.Gnucash[54770] Backtrace:
15-07-04 3:53:41 PM [0x0-0x254053e].org.gnucash.Gnucash[54770] In ice-9/eval-string.scm:
15-07-04 3:53:41 PM [0x0-0x254053e].org.gnucash.Gnucash[54770] 44: 19 [read-and-eval #<input: string 18407380> #:lang ...]
15-07-04 3:53:41 PM [0x0-0x254053e].org.gnucash.Gnucash[54770] 37: 18 [lp (use-modules (gnucash report standard-reports))]
15-07-04 3:53:41 PM [0x0-0x254053e].org.gnucash.Gnucash[54770] In ice-9/eval.scm:
15-07-04 3:53:41 PM [0x0-0x254053e].org.gnucash.Gnucash[54770] 505: 17 [#<procedure 17af50e0 at ice-9/eval.scm:499:4 (exp)> (use-modules #)]
15-07-04 3:53:41 PM [0x0-0x254053e].org.gnucash.Gnucash[54770] In ice-9/psyntax.scm:
15-07-04 3:53:41 PM [0x0-0x254053e].org.gnucash.Gnucash[54770] 1106: 16 [expand-top-sequence ((use-modules #)) () ((top)) ...]
15-07-04 3:53:41 PM [0x0-0x254053e].org.gnucash.Gnucash[54770] 989: 15 [scan ((use-modules (gnucash report standard-reports))) () ...]
15-07-04 3:53:41 PM [0x0-0x254053e].org.gnucash.Gnucash[54770] 279: 14 [scan ((# #) #(syntax-object *unspecified* # #)) () (()) ...]
15-07-04 3:53:41 PM [0x0-0x254053e].org.gnucash.Gnucash[54770] In ice-9/boot-9.scm:
15-07-04 3:53:41 PM [0x0-0x254053e].org.gnucash.Gnucash[54770] 3597: 13 [process-use-modules (((gnucash report standard-reports)))]
15-07-04 3:53:41 PM [0x0-0x254053e].org.gnucash.Gnucash[54770] 702: 12 [map #<procedure 17bdf0b0 at ice-9/boot-9.scm:3597:25 (mif-args)> ((#))]
15-07-04 3:53:41 PM [0x0-0x254053e].org.gnucash.Gnucash[54770] 3598: 11 [#<procedure 17bdf0b0 at ice-9/boot-9.scm:3597:25 (mif-args)> (#)]
15-07-04 3:53:41 PM [0x0-0x254053e].org.gnucash.Gnucash[54770] 2864: 10 [resolve-interface (gnucash report standard-reports) #:select ...]
15-07-04 3:53:41 PM [0x0-0x254053e].org.gnucash.Gnucash[54770] 2789: 9 [#<procedure 17bdcce0 at ice-9/boot-9.scm:2777:4 (name #:optional autoload version #:key ensure)> # ...]
15-07-04 3:53:41 PM [0x0-0x254053e].org.gnucash.Gnucash[54770] 3065: 8 [try-module-autoload (gnucash report standard-reports) #f]
15-07-04 3:53:41 PM [0x0-0x254053e].org.gnucash.Gnucash[54770] 2401: 7 [save-module-excursion #<procedure 186242b8 at ice-9/boot-9.scm:3066:17 ()>]
15-07-04 3:53:41 PM [0x0-0x254053e].org.gnucash.Gnucash[54770] 3085: 6 [#<procedure 186242b8 at ice-9/boot-9.scm:3066:17 ()>]
15-07-04 3:53:41 PM [0x0-0x254053e].org.gnucash.Gnucash[54770] In unknown file:
15-07-04 3:53:41 PM [0x0-0x254053e].org.gnucash.Gnucash[54770] ?: 5 [primitive-load-path "gnucash/report/standard-reports" ...]
15-07-04 3:53:41 PM [0x0-0x254053e].org.gnucash.Gnucash[54770] In standard-reports.scm:
15-07-04 3:53:41 PM [0x0-0x254053e].org.gnucash.Gnucash[54770] 130: 4 [#<procedure 18361bf0 ()>]
15-07-04 3:53:41 PM [0x0-0x254053e].org.gnucash.Gnucash[54770] In ice-9/boot-9.scm:
15-07-04 3:53:41 PM [0x0-0x254053e].org.gnucash.Gnucash[54770] 775: 3 [for-each #<procedure 1837def0 at standard-reports.scm:131:4 (x)> #]
15-07-04 3:53:41 PM [0x0-0x254053e].org.gnucash.Gnucash[54770] In standard-reports.scm:
15-07-04 3:53:41 PM [0x0-0x254053e].org.gnucash.Gnucash[54770] 134: 2 [#<procedure 1837def0 at standard-reports.scm:131:4 (x)> budget]
15-07-04 3:53:41 PM [0x0-0x254053e].org.gnucash.Gnucash[54770] In ice-9/boot-9.scm:
15-07-04 3:53:41 PM [0x0-0x254053e].org.gnucash.Gnucash[54770] 2867: 1 [resolve-interface (gnucash report standard-reports ...) #:select ...]
15-07-04 3:53:41 PM [0x0-0x254053e].org.gnucash.Gnucash[54770] In unknown file:
15-07-04 3:53:41 PM [0x0-0x254053e].org.gnucash.Gnucash[54770] ?: 0 [scm-error misc-error #f ...]
15-07-04 3:53:41 PM [0x0-0x254053e].org.gnucash.Gnucash[54770] ERROR: In procedure scm-error:
15-07-04 3:53:41 PM [0x0-0x254053e].org.gnucash.Gnucash[54770] ERROR: no code for module (gnucash report standard-reports budget)
15-07-04 3:53:41 PM com.apple.launchd.peruser.503[154] ([0x0-0x254053e].org.gnucash.Gnucash[54770]) Exited with exit code: 1
On Jul 4, 2015, at 11:38 AM, Jim Passmore <jim at passmore4.com> wrote:
> On Wed, Jul 1, 2015 at 5:33 PM, R. Victor Klassen <rvklassen at gmail.com>
> wrote:
>
>> When I run a budget report, at least the one I’ve found, I get the option
>> of showing actuals, budget and differences, and the total for the year.
>>
>> But there doesn’t appear to be a way of asking for how I’m doing on (say),
>> the first quarter, or the first five months of the year against projections.
>>
>> When I do get, if I want to see actuals, budget and differences, is so
>> wide I can’t see it without scrolling, and then the accounts scroll off to
>> the left, so I can’t see the totals for the year and the account names at
>> the same time.
>>
>> What I would like would be something that looks like this:
>>
>> Account Actual Budget Difference
>>
>> ….
>>
>> where I get to select the date range, the accounts, and which year’s
>> budget it’s based on. All of these I have, except the date range.
>>
>> Am I missing something? This seems like a very basic form of budget
>> reporting.
>>
>> Optionally I’d like to have the specific months in the date range, but
>> then I’d really want the left column to freeze when I scroll. Maybe I
>> have to copy it into a spreadsheet for that.
>>
>
> Victor,
> I'm a new user, and budgeting was the biggest thing holding me back from
> switching from an old version of Quicken to GunCash. I would try it every
> year to 18 months, and it just didn't have the functionality. Finally,
> this last time it was better, so I am using it for 2015. Your issue is
> essentially the same as one of mine. I finally found on this list the
> following discussion.
> http://gnucash.1415818.n4.nabble.com/Budget-report-enhancement-ranges-in-td4676146.html
>
> In that conversation, there is a link to this enhancement to the standard
> budget report.
> http://blog.dnpavlov.com/2014/03/gnucash-budget-report-enhancement.html
>
> This is the thing that made it work for me, but I don't recommend making
> the changes exactly like the blog says to do. If you do that, and then
> update GnuCash, your custom budget report could get overwritten. I dug
> through more list discussions and the GnuCash documentation on reports, and
> instead did the following.
>
> Saved the SCM file from that blog to a new filename (I used
> "partial_budget.scm")
> Edited the SCM file. Memory says the following lines:
>
> "define module" near the top, to (define-module (gnucash report
> standard-reports partial-year-budget))
> "define reportname" near top, to (define reportname (N_ "Partial Budget
> Report"))
> "report-guid near end to 'report-guid "2dc4391feff4498210eec7982e317469"
> ** note this unique guid was created with the gnucash-make-guids command
> line utility
>
> Then edited the config.user file. I actually had to create it, as I had no
> custom configuration yet. On my linux system I believe the path is
> something like ~/.gnuchash/config.user. (BTW, this is where I saved the
> SCM file.)
>
> In that file, I have the line
> (load (gnc-build-dotgnucash-path "partial_budget.scm"))
>
> Working on memory for this, so I hope that's all of it, and the details are
> correct. I now have the functionality described in the above blog,
> alongside the standard budget report. It shows up in the standard reports
> menu. At some point, I'm going to try to learn how the SCM formatting
> works to add some white space into the report!
>
> For more detail, see http://wiki.gnucash.org/wiki/Custom_Reports
>
>
> --
> *Jim Passmore*
> Linux User #232777
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