How should I enter values on a budget in gnucash ?

lejohnston lejohnston at dccnet.com
Wed Mar 1 12:48:38 EST 2017


Geert,

I have only been using GNUCash for a month but I am using the Budgeting features.

I do not budget for funds moving between Asset and Liability accounts. I can not see what purpose that would serve.

Perhaps you would budget an Increase in you Savings Account or Retirement (in Canada RRSP) Account, but I am not sure you would budget a 
Decrease in your Checking Account. However I deal with this by having an Expense Account called Savings and another called RRSP. In these two cases I have been thinking about starting to use those two Asset Accounts in the budget rather than having Expense Accounts for them. I have not yet thought through how it would work though.

I have been trying to use the Budget Balance Sheet report, but have not found it gives me the information I want. I am not sure if it what I am doing or a problem with the report. I will look at the Archive and see if I can help after I read the posts. I welcome any upgrade to the Budgeting functions as it is the main purpose for using GNUCash.

Larry

On 03/01/17 02:31 AM, Geert Janssens <geert.gnucash at kobaltwit.be> wrote:
> 
> Background of my question: recently someone proposed a fix for the gnucash 
> budget balance sheet report [1] because it was showing incorrect values 
> (according to the poster).
> 
> As budgetting is an area of gnucash I'm not at all familiar with all, I'm 
> having trouble estimating whether the patch submitter really did discover a 
> bug and the fix is valid, or whether he is using the budget feature 
> incorrectly.
> 
> My question is simply this:
> I want to budget a repayment of a credit card (from my bank account).
> 
> How should I enter this in a budget:
> Bank: 100.00-
> Credit card: 100.00-
> 
> Or
> Bank: 100.00-
> Credit card: 100.00(+)
> 
> I would expect the latter as I think transactions need to balance. However the 
> other person expects the former.
> 
> I've read the gnucash documentation which is unfortunately not showing any 
> example or detail in this regard.
> 
> In addition there's an outstanding bug report [2] with the exact same request, 
> so answering this here, would solve two problems at once :)
> 
> Thanks,
> 
> Geert
> 
> 
> [1] https://github.com/Gnucash/gnucash/pull/120
> [2] https://bugzilla.gnome.org/show_bug.cgi?id=689754
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