Budget Questions

[Phil Longstaff]

That sounds like a bug. Can you log a bug in bugzilla?

On Tue, Feb 16, 2016 at 5:06 PM, David T. <sunfish62 at yahoo.com> wrote:

> Phil,
>
> Thanks for the reply.
> In the budget in question, I used the Estimate feature to establish the
> budget amounts based on past transactions. Every Expense account I chose
> has a budget number that is negative. What should I have done differently
> to get the positive numbers you say I should have?
>
> David
>
> > On Feb 16, 2016, at 4:29 PM, Phil Longstaff <phil.longstaff at gmail.com>
> wrote:
> >
> > 1) You can assign budget amounts to asset and liability accounts. A
> budget
> > for an asset account is the budgeted amount this account will increase.
> The
> > budget for a liability account (e.g. a loan) is the budgeted amount this
> > account will decrease.
> > 2) In your example, you have budgeted that there will be $10 of income
> and
> > $-10 of expenses i.e. you will get a refund for an expense account. I
> think
> > you want $10 there.
> >
> > On Tue, Feb 16, 2016 at 10:07 AM, David T. <sunfish62 at yahoo.com> wrote:
> >
> >> Hi,
> >>
> >> I have a couple of questions about how the Budget features and reports
> are
> >> intended to work.
> >>
> >> First, I have noticed a couple of things in the Budget window that I do
> >> not understand:
> >>   1) What does the Transfers total track? For me, that field is always
> >> zero, so I wonder what it is supposed to contain.
> >>   2) The totals for Income, Expenses and Transfers add up strangely. I
> >> would expect that Income and Expense would offset one another, but they
> do
> >> not. They both increase the Total. It looks strange to have Income $10,
> >> Expenses -$10, Total $20. Is this expected behavior, and if so, why?
> >>
> >> Second, I am using the Budget Report to view actual (as opposed to
> budget)
> >> monthly numbers using a budget I created that has budget amounts only
> for a
> >> subset of the entire Chart of Accounts. I use the report to view how
> much I
> >> am spending and receiving in a highlighted number of accounts especially
> >> interesting to me, setting the report to display only the actual numbers
> >> for the budget period. This way, I can see a summary of my spending in
> >> those areas at a glance.
> >>
> >> When I run the report, however, I find that the totals for Actual data
> >> tally all accounts, regardless of whether those accounts are: a)
> included
> >> in the underlying budget, or b) selected for display in the report. This
> >> isn’t the behavior I would expect; is it right, and if so, why?
> >>
> >> TIA,
> >> David
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