[GNC] budget hierarchy not same as account hierarchy

Jim Passmore jim at passmore4.com
Sat Nov 24 20:57:40 EST 2018


Still may be a bug worth noting, but maybe this suggestion from a thread
earlier this year [
https://lists.gnucash.org/pipermail/gnucash-user/2018-July/078469.html ]
will help?

> With the budget screen open . . . View -> Filter By -> Other Tab and select Show Unused Accounts

-- 

*Jim Passmore*




On Tue, Nov 20, 2018 at 9:27 PM Adrien Monteleone <
adrien.monteleone at lusfiber.net> wrote:

> Interesting. Glad you found a workaround. But that sounds like a bug.
> Please report it. (note, I don’t see a similar bug already on Bugzilla)
>
> I can confirm this behavior. As well, if you delete the workaround
> transaction before creating the budget, the account won’t show up. So it
> isn’t just a matter of creating an initial transaction, there has to be a
> transaction in the account for it to appear in the new budget. (presumably,
> you can *then* delete that workaround transaction)
>
> Regards,
> Adrien
>
>
>
> > On Nov 20, 2018, at 8:11 PM, <dteplus at yahoo.com> <dteplus at yahoo.com>
> wrote:
> >
> > Thanks.  I'm using vers 3.3 on Win 10
> >
> > For some reason when creating or revising a budget not all the accounts
> automatically appear.  But what I did discover is that if I put one
> transaction in the account (like one cent)....then that account does
> suddenly appear in the new budget which I want to create.  For some reason
> the accounts with zero in them don't appear in the budget hierarchy.
> >
> > So...I've found out how to do it by creating a false expense / income in
> the accounts I need to appear in the budget.
> >
> > Thanks!
> >
> > Dave
> >
> > -----Original Message-----
> > From: gnucash-user <gnucash-user-bounces+dteplus=yahoo.com at gnucash.org>
> On Behalf Of Adrien Monteleone
> > Sent: Wednesday, November 21, 2018 10:00 AM
> > To: gnucash-user at gnucash.org
> > Subject: Re: [GNC] budget hierarchy not same as account hierarchy
> >
> > Dave,
> >
> > If you go to Actions > Budget > New Budget it should create a new budget
> input window for you with all parent accounts collapsed. But expanding them
> all should show the same hierarchy as your CoA tab. I don’t think there is
> any way to even exclude an account from this window. (much less add an
> account) The Budget Report on the other hand, can be customized to include
> only the accounts you want.
> >
> > Note, I just tested this with version 3.3. If you are using some other
> version, perhaps there is a bug there. (I also used the budget with
> versions 2.16.12 or so through present, but I didn’t always create new
> budgets with each. I’m pretty sure 2.6.15 and 2.6.19 worked fine)
> >
> > Regards,
> > Adrien
> >
> >> On Nov 20, 2018, at 6:53 PM, David and Tracy Erickson via gnucash-user <
> gnucash-user at gnucash.org> wrote:
> >>
> >> Hi.
> >> I want to create a new budget but the budget hierarchy is not the same
> as my account hierarchy.  How do I correct this? Is there a way to refresh
> the budget hierarchy so tat it matches the account hierarchy?
> >> Thanks
> >> Dave
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