[GNC] Budget Issue

Adrien Monteleone adrien.monteleone at lusfiber.net
Thu Dec 13 14:02:25 EST 2018


It might not matter, but what OS are you using?

I’m on a Mac, the scrollbar is not visible at first. If I move my mouse down to the bottom of the screen, a very slim scroll bar appears over the bottom of the summary section. As I get closer to the scroll bar, it gets thicker so it is an easier target for my mouse.

Tabbing from a cell, say in September’s column, does not move the display to show where the focused cell is. (likely a bug)

But using the arrow keys does shift the other columns into view for me. (this is once I’m already in a cell in the far right visible column)

You can drag and re-size the Accounts column right-hand border to the left, which depending on your tree depth and account name length, might get you all or most of the year (and total column) visible. The individual month columns are not resizable. Again, another ‘bug’ but likely a ‘feature enhancement’. (unless older versions allowed re-sizing, then it is a bug)

Also, the column names are not editable. You could file that in Bugzilla as a RFE (Request for Enhancement).

The issue with the disappearing Expenses is fixable with the filter.

The filter is on the ‘view’ of the particular budget you are viewing. (notice it is in the ‘View’ menu) It is not a preference of the budget. (thus not in ‘Options’)

You have to reset the filter each time you open the budget. It would be nice to specify custom default filters for the budget so you don’t have to keep resetting them. (you could file another RFE on that, but I recall it might be filed already, you’ll need to check first.) As an alternative, just keep that tab open until your work is done. (I leave GnuCash open 24/7 as I use it daily)

The reason your expenses ‘disappeared’ is because you *also* need to reset the filter to ’Show unused accounts’.

I just tested filtering only Expenses with an unused account and its parent (also unused) and the budget did not contain them (and would have been empty if I had an empty book) until I set that option in the filter. So you need to set both options in both tabs of the filter. You’re telling the view to show you only expense accounts *and* you want to see unused accounts. (which are all of your accounts at this time)

No worries on the questions, I’m happy to help. The Budget Module is not documented well (contributions welcome) and it has some quirks that aren’t intuitive. One of those is that it does not honor the ‘reverse balance accounts’ setting properly. You may notice that credit accounts are the reverse of what you expect when dealing with the budget. I think it may even treat them differently in the budget screen than it does in the budget report. Be sure to visit Bugzilla and read over any bugs assigned to the Budget Module to get an overview of possible issues you may encounter.

You may also want to take a look at this thread about navigating the Budget using the keyboard: https://lists.gnucash.org/pipermail/gnucash-user/2018-August/079065.html

Regards,
Adrien



> On Dec 13, 2018, at 12:32 AM, Peter088 <Peter088 at PeterMacDonough.Com> wrote:
> 
> Thanks Adrien.  Much appreciated.  You've solved that issue and I have more
> I'm afraid.
> 
> I'm defining a budget to be 12 1-month periods.  The screen is only wide
> enough to display 9.  I don't see a scroll bar and tabbing doesn't seem to
> move the display, nor do the arrows.  I also don't seem to be able to adjust
> the column widths, as I really don't need as much space as they've
> allocated.  Can you tell me how to modify the display please?  For example,
> is there a way to edit the labels on the budget periods?  Can I shrink the
> column widths.  Is there a way to scroll left and right through the budget?
> 
> 
> Also, I'm unclear how the filter works.  The default filter selected all
> account types.  I'm only interested in Expenses, but when I cleared them all
> and selected only Expenses, all my accounts disappeared from view including
> the Expense accounts.  
> 
> I'm sorry to ask so many questions, but I can't find this stuff in the
> documentation.  It doesn't seem to go to this level of detail.  Perhaps
> there is another place to look?
> 
> Thanks,
> 
> Peter
> 
> -----Original Message-----
> From: gnucash-user
> [mailto:gnucash-user-bounces+peter088=petermacdonough.com at gnucash.org] On
> Behalf Of Adrien Monteleone
> Sent: Thursday, 13 December 2018 12:27 PM
> To: Gnucash Users
> Subject: Re: [GNC] Budget Issue
> 
> Peter,
> 
> Did you not see my last reply to this issue concerning grid lines and blank
> child cells vs. parent cell totals?
> 
> Also, no need to start a new thread on the same question. It will be hard
> for others to follow along and see what resolved it for you in the future.
> 
> Regards,
> Adrien
> 
>> On Dec 12, 2018, at 6:05 PM, Peter088 <Peter088 at PeterMacDonough.Com>
> wrote:
>> 
>> Hello,
>> 
>> 
>> 
>> I'm a new user coming from Quicken.  I'm trying to create a budget and
> have
>> the filters set to Show Unused and Show Zero Total accounts, but I cannot
>> see a lot of the expense accounts.  I am still not seeing any cells/values
>> for the lowest nested level of each account.  For example,
>> Expenses:Auto:Licensing shows an editable cell in the budget at the Auto
>> level even though there are no transactions in that account, but not at
> the
>> Licensing level.  This is consistent across all the Expense accounts.  
>> 
>> 
>> 
>> Is there a way around this?
>> 
>> 
>> 
>> Thanks,
>> 
>> 
>> 
>> Peter
>> 
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