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

Tue Jan 17 01:37:27 EST 2017

I use Windows 10. I simply dropped ytd-budget.scm into "C:\Program Files
(x86)\gnucash\share\gnucash\scm\gnucash\report\standard-reports", re-started
Gnucash, and the report was available in Reports, Budget.
Regatds
Peter

Nurton Court
Middleton-on-the-Hill
Ludlow SY8 4BD
Tel: 01568 750 248 Mob: 07955 586 476

On 16 January 2017 at 03:16, David via gnucash-user <
gnucash-user at gnucash.org> wrote:

> Steven,
>
> I confirm everything you offer here. I have tried exactly the same steps,
> with exactly the same problems.
>
> It sure would be nice if the custom reports implementation and
> documentation were simple and accurate.
>
> David
>
>
>
> _____________________________________________
> From: Steven Miller <Smille89_K at hotmail.com>
> Sent: Mon Jan 16 04:50:58 GMT+05:00 2017
> To: Phil Longstaff <phil.longstaff at gmail.com>, Gnucash user list <
> gnucash-user at gnucash.org>
> Subject: Re: A crucial GNUCash feature that is missing, but easy to
> implement for budgets
>
>
> Phil,
>
>
> Bare with me on this...
>
> I went to my home directory. I cd into .gnucash. There was no config.user
> file so I just created one under the .gnucash directory. I also created the
> reports directory under .gnucash and dropped ytd-budget.scm into the
> reports directory ... In the config.user file I put:
>
>
> (load "/home/guardian/.gnucash/reports/ytd-budget.scm")
>
>
> When I launch gnucash then it doesn't pull up in the reporting menu [☹] .
>
>
> A couple of other things I tried:
>
> In the config.user file I tried
>
> (load (gnc-build-dotgnucash-path "ytd-budget.scm"))
>
> Then I put ytd-budget.scm directly under .gnucash (so that it was in the
> relative directory)
>
> It still didn't Show up in the reporting menus when I restarted GnuCash.
> My guess is it is some how not reading the config.user file under .gnucash
> directory in my home directory for some reason, but I could be wrong.
>
>
> Next I tried dropping it directly in the standard reports directory under
> /user/share/gnucash/scm/gnucash/report/standard-reports. When I tried to
> boot GnuCash now it won't open, it tries then dies. To see what was wrong I
> ran gnucash via command line with the following command:
>
> gnucash --debug --log gnc.scm=debug
>
>
> Below is the error I get when I run it this way
>
> ---------------------------
>
> The error I get before it crashes is In known file:
>
> ?: 2 [primitive-load-path "gnucash/report/standard-reports/budget-ytd"
> ...]
>
> In gnucash/report/standad-reports/budget-ytd.scm:
>
> 46: 1 [#<procdure 55f543479560 ()>]
>
> In unknown file:
>
> ?: 0 [#<syntax-transformer N_> "YTD Budget Report"]
>
>
> ERROR: In procedure #<syntax-transformer N_>:
>
> ERROR: Wrong type to apply: #<syntax-transformer N_>
>
> -----------------------------
> I next take the .scm file out of the standard-reports directory and
> GnuCash launches fine, but no ytd-budget [☹] . Do you know what is wrong? I
> am sure it is something simple, but I don't know what it could be.
>
> -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 5:08 PM
> To: Gnucash user list
> Subject: Re: A crucial GNUCash feature that is missing, but easy to
> implement for budgets
>
> 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
> > >
> > >_____________________________________________
>
> > > 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.
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> > >
> > >_____________________________________________
>
> > > 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.
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> > >
> >
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>
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