Budgets - Hiding Accounts Not of Interest & Grouping Budget Accounts

Matt Graham matt_graham2001 at hotmail.com
Fri Jan 1 01:15:03 EST 2016


Hi Guys, You have definitely convinced me on the selecting of accounts to 
budget for (and have the program not display those that the user doesn't 
want to budget for). Sounds like it would be a useful feature for people to 
have available.

I'm also convinced we need *something* to allow users to group accounts in a 
budget separately from the normal account hierarchy. Having said that, we'll 
need to ensure that the tut & concept guide and help manuals etc to ensure 
users don't try to use this feature to make up for a bad account 
hierarchy....

So my basic understanding is that in a budget created by the user they would 
be able to outline a budget account tree that can be completely separate 
from the main account tree. Every account selected to be included in the 
budget must be used somewhere in this tree and can only be present once in 
the tree.

So for example, even if our main account tree has our shares income under 
the income branch, and shares expenses under the root expense branch, the 
user can move it around  in the budget view to have a "Shares" root that has 
everything for shares under the one branch of the budget... The "Shares" 
root "account" does not exist in the account tree - it is only present 
within the budget (so as Dale said, you can't use them in transactions)

Let me know if I have misunderstood (or you can see problems with this 
approach)!

Cheers,

Matt 



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