Budget Questions

[David T.]

No problem. Bug 762167. Thanks for the help.

David

> On Feb 16, 2016, at 8:48 PM, Phil Longstaff <phil.longstaff at gmail.com> wrote:
> 
> 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
>>>> _______________________________________________
>>>> gnucash-user mailing list
>>>> gnucash-user at gnucash.org
>>>> https://lists.gnucash.org/mailman/listinfo/gnucash-user
>>>> -----
>>>> Please remember to CC this list on all your replies.
>>>> You can do this by using Reply-To-List or Reply-All.
>>> _______________________________________________
>>> gnucash-user mailing list
>>> gnucash-user at gnucash.org
>>> https://lists.gnucash.org/mailman/listinfo/gnucash-user
>>> -----
>>> Please remember to CC this list on all your replies.
>>> You can do this by using Reply-To-List or Reply-All.
>> 
>> 
> _______________________________________________
> gnucash-user mailing list
> gnucash-user at gnucash.org
> https://lists.gnucash.org/mailman/listinfo/gnucash-user
> -----
> Please remember to CC this list on all your replies.
> You can do this by using Reply-To-List or Reply-All.