[GNC] Budget Creation with Some Empty Accounts

Erik Nesteruk erik.nesteruk at camdencountyrotary.org
Sun Jul 1 21:13:34 EDT 2018


Thanks for checking, Jim. Budget creation worked properly when I first
set up my books a few months ago with v3.0, but I have edited my
account structure since then and had to create a new budget for our FY
that started today. I'm currently on v3.2, and when I created a new
"test" book with default common accounts and then tried to create a
budget there were no accounts shown on the budget window. It seems
there's something new in the budget logic that creates the budget
line-item only for accounts where there are transactions.

And Robert, I thought that you would need to first create a budget in
an existing book (our current difficulties notwithstanding). Then,
when you create a new book, the budget you created would be an option
as the default budget. My quick test shows this not to be the case,
however, and I also show no options for a default budget in a new
account. Sorry.

For now, I'm just going to use a spreadsheet for budgeting.
Eventually, all accounts will have transactions and I can try GC
again.

On Sun, Jul 1, 2018 at 6:15 PM, Robert Hoogendoorn <robertmbh at gmail.com> wrote:
> Hi,
>
> I have a similar problem with version 3.2 for windows.
>
> I have set up a new company, but when I create a budget no accounts show up.
>
> Under the new book options tab there is a budget section which suppose to have a default budget. On my end this is empty, so no default budget is available. I am not sure if this has anything to do with the unavailability of budget accounts.
>
> Do you know how I can resolve this?
>
> Kind regards,
> Robert
>
>
> Sent from my BlackBerry — the most secure mobile device
>
>   Original Message
> From: jim at passmore4.com
> Sent: 1 July 2018 21:54
> To: gnucash-user at gnucash.org
> Subject: Re: [GNC] Budget Creation with Some Empty Accounts
>
> Hmm.  Puzzled, then.  I just created a brand new account, without even an
> opening balance transaction so it has no entries, and a zero balance.  When
> I did "New Budget" it showed up in the budget tree.  I'm running version
> 2.6.19 on Ubuntu 18.04.  What version & OS are you on?  Perhaps there is
> behavior that has changed.
>
>
> --
>
> *Jim Passmore*jim at passmore4.com
>
>
>
>
> On Sun, Jul 1, 2018 at 4:03 PM Erik Nesteruk <
> erik.nesteruk at camdencountyrotary.org> wrote:
>
>> Good thought, Jim, but I'm actually referring to the budget creation
>> itself. When I click Actions -> Budget -> New Budget, the newly
>> created budget has line-items for accounts that have transactions
>> recorded but not for those without transactions. If I make a dummy
>> transaction and create another new budget, the formerly missing
>> account will appear.
>>
>> And I do have the "Display accounts with zero total balances and
>> budget values" selected in the Report options, but I haven't
>> progressed to the report stage yet.
>>
>> Thanks,
>> Erik
>>
>> >
>> > ------------------------------
>> >
>> > Message: 7
>> > Date: Sun, 1 Jul 2018 14:39:01 -0400
>> > From: Jim Passmore <jim at passmore4.com>
>> > To: gnucash-user <gnucash-user at gnucash.org>
>> > Subject: Re: [GNC] Budget Creation with Some Empty Accounts
>> > Message-ID:
>> >         <CAMRw02m33Keum=m3ZG4iCUrnDtAJgyG5nHmZTVnRij=
>> x_F9Zzg at mail.gmail.com>
>> > Content-Type: text/plain; charset="UTF-8"
>> >
>> > Erik,
>> > Not sure, but I think you're talking about the budget *report*, and not
>> the
>> > actual budget?  If so, try this...  Each report has an options dialog,
>> > found by clicking the gear icon while the report is displayed.  On the
>> > Display tab there is, at least for the 2 budget reports I looked at, an
>> > option that reads something like "Display accounts with zero total
>> balances
>> > and budget values."  (It can vary by report.)  Make sure that option is
>> > checked and hit OK.  How does it look now?
>> >
>> > --
>> > *Jim Passmore*
>> >
>> >
>> >
>> >
>> > On Sun, Jul 1, 2018 at 11:13 AM Erik Nesteruk <
>> > erik.nesteruk at camdencountyrotary.org> wrote:
>> >
>> >> I'm having technical trouble creating a budget and would like to hear
>> any
>> >> ideas.
>> >>
>> >> Background: I started using GnuCash a few months ago. Several of my
>> >> income and expense accounts have not yet seen any transactions and
>> >> show zero in the "Total" column.
>> >>
>> >> Objective: I want to create a budget and enter the approved amounts
>> >> for each account.
>> >>
>> >> Problem: When I create the budget, only those accounts that have
>> >> transactions will show up in the budget.
>> >>
>> >> If I create a dummy transaction in each empty account, it will appear
>> >> in the budget window, but then my reports will show these transactions
>> >> until the account gets a real transaction and I can delete the dummy.
>> >>
>> >> Is there a better way to get *all* my accounts, including those with
>> >> no transactions, to show up in my budget?
>> >>
>> >> Thanks,
>> >> Erik
>> _______________________________________________


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