A crucial GNUCash feature that is missing, but easy to implement for budgets

[Phil Longstaff]

When you reply, please reply to the whole list.

On ubuntu, you should be able to put the file into .gnucash/reports and
modify .gnucash/config.user

On Sun, Jan 15, 2017 at 5:07 PM, Steven Miller <Smille89_K at hotmail.com>
wrote:

> Thank you very much!  Hopefully it is what I am looking for.  I'll try it
> out.
>
> I use GNU cash for Linux (ubuntu)... Will it still work?
>
> I've never loaded a custom report before.
>
>
> -Steven
>
>
> ------------------------------
> *From:* gnucash-user <gnucash-user-bounces+smille89_k=hotmail.com@
> gnucash.org> on behalf of Phil Longstaff <phil.longstaff at gmail.com>
> *Sent:* Sunday, January 15, 2017 10:19 AM
> *To:* gnucash-user at gnucash.org
> *Subject:* Re: A crucial GNUCash feature that is missing, but easy to
> implement for budgets
>
> I do have a report that I created that might fit the bill. I've attached it
> to this e-mail.
>
> Down the left hand side, you can select what accounts you want to see. For
> columns, there are:
> 1) current month
> 2) YTD
> 3) full year
>
> For each of these, there can be either just budget and actual, or variance
> can also be displayed.
>
> I've sent this report before. Here it is again. On windows, I put it into
> directory c:\users\phil\.gnucash\reports (I think I had to create that
> directory) and then add this line to c:\users\phil\.gnucash\config.user:
>
> (load "c:\\Users\\Phil\\.gnucash\\reports\\ytd-budget.scm")
>
> Phil
>
>
> On Sun, Jan 15, 2017 at 10:23 AM, Steven Miller <Smille89_K at hotmail.com>
> wrote:
>
> > I am referring to YTD variances.  There would be a couple of ways of
> going
> > about it.  The easiest and first thing to do would be to have the YTD
> > variances show up at the bottom of each month in the "budget report" for
> > the specified period  (at the bottom you would have totals for actual
> > expenses, budgeted expenses, and the variance.  These totals would
> reflect
> > YTD.  The only values that would change dynamically would be the actual
> and
> > variance totals as the budget values are set in the budget itself.  This
> > would give you an overall YTD or running total of how you was doing on a
> > month to month basis, which honestly, I don't know how anyone could
> track a
> > budget effectively without doing this).  Having this all in one view (the
> > budget report) would extremely useful and would increase the value of the
> > budget report enormously.
> >
> >
> > The next thing that could be done could be to extend the above feature to
> > have YTD for each account (you could think of them as viewing the
> accounts
> > as categories in this context), but my original inquiry was for the
> feature
> > described in the first paragraph.  If all that was implemented was what
> is
> > described in the first paragraph then I would be happy.  Anything further
> > would be bonus feature [😊] .
> >
> >
> > -Steven
> >
> >
> > ________________________________
> > From: gnucash-user <gnucash-user-bounces+smille89_k=hotmail.com@
> > gnucash.org> on behalf of Adrien Monteleone <adrien.monteleone at gmail.com
> >
> > Sent: Sunday, January 15, 2017 5:31 AM
> > To: gnucash-user at gnucash.org
> > Subject: Re: A crucial GNUCash feature that is missing, but easy to
> > implement for budgets
> >
> > Are you asking for just the variance for that month, or a separate
> > year-to-date variance column?
> >
> > From what I see, the individual monthly variances are already there. And
> > yes, a YTD variance would be VERY helpful.
> >
> >
> > > On Jan 14, 2017, at 6:27 PM, gnucash-user-request at gnucash.org wrote:
> > >
> > > From: Steven Miller <Smille89_K at hotmail.com <mailto:
> > Smille89_K at hotmail.com>>
> > > Subject: A crucial GNUCash feature that is missing, but easy to
> > implement for budgets
> > > Date: January 14, 2017 at 6:27:17 PM CST
> > > To: "gnucash-user at gnucash.org <mailto:gnucash-user at gnucash.org
> <gnucash-user at gnucash.org>>" <
> > gnucash-user at gnucash.org <mailto:gnucash-user at gnucash.org
> <gnucash-user at gnucash.org>>>
> > >
> > >
> > > All,
> > >
> > > I started using GnuCash recently and I love it!  I got a handful of my
> > friends hooked on it also.  Despite all the features and good things
> about
> > it, there is one super simple feature missing that I have to have to make
> > it effective for me.
> > >
> > > The feature I need is on the budget report.  I really need to be able
> to
> > see the month totals for the difference/variance (actual - budget)
> columns
> > for each month.  I realize this feature is available for the end of
> > year/budget period, but it would be much more useful to have a checkbox
> in
> > the options that allows you to also see the totals for each month rolled
> up
> > in this view.
> > > The feature seems like for someone that understood the code it would
> > essentially take only a couple of hours to implement (honestly, I think
> > somebody could just take a sum of the difference column, actual -
> budgeted,
> > and have this displayed at the bottom of each month, and thus keep a
> > running total of where you were at.  I was using excel sheets before and
> I
> > was able to do this with sum formulas and adding and subtracting math :).
> > >
> > > It is difficult to do budgeting unless you can accurately track where
> > you are currently at.  I know I could hack it and beat around the issue
> by
> > having my budget only display a single month, but this becomes really
> > cumbersome when needing to also see the entire period.
> > >
> > > I really don't want to have to back to using excel sheets as GnuCash
> > beats Excel in almost every area, but I do need this basic utility to
> > effectively budget.  Is there anyone that is willing to put this feature
> in
> > or that can tell me how to do it so that I can possibly put it in?
> > >
> > > Thanks,
> > > Steven
> >
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