[GNC] date range on budget report

[Robert Kushler]

Adrien,

Thanks for the quick response.  However, I'm still stumped.  You are
referring to the General tab of the "Budget Report" pop-up window that
appears when you hit the Options button when the report is open - right?
(If not please elaborate.)  As I explained (incompletely) in my message,
there is no Range checkbox on the General tab (but there is a "Price
Source" selection list).  I do see the date setting options when I am
working on a "Transaction Report", but not for this one (which was created
using Reports > Budget > Budget Report).  As I mentioned, this seems to be
the result of the code in "budget.scm", which seems to need some tweaking
which is beyond my pay grade.

Regards,    Rob

On Wed, Sep 19, 2018 at 5:33 PM Adrien Monteleone <
adrien.monteleone at lusfiber.net> wrote:

> Rob,
>
> The options for the budget report do allow you to choose which periods you
> want to report for. (at least as of v3.2)
>
> Look at the General tab starting with the Range checkbox.
>
> You could say, run the report for July, August, September (Q3) add the
> Total and Difference columns (from the Display tab) and get a QTD report.
>
> If you included previous periods as a consolidated column, the first
> column would be Q1 & Q2 combined, and your Totals would be YTD.
>
> Note, if you include periods AFTER the range, such as Q4 in this example,
> then the Totals for Budget & Difference are for the full budget period, but
> Actual is necessarily YTD. (perhaps if you have future transactions already
> entered, this might not be the case, I haven’t tested)
>
> I don’t think you can get just the three totals columns by themselves YTD.
> The best you could do is select the range as only the current period,
> select to include prior periods consolidated, DO NOT include later periods,
> and you’ll get a report with (as of today) Jan-Aug as a single column,
> followed by September (current) followed by the three Total columns, which
> in this case would be YTD.
>
> If you needed to modify from there, simply export or copy/paste to a
> spreadsheet.
>
> Regards,
> Adrien
>
>
> > On Sep 19, 2018, at 3:30 PM, Robert Kushler <rkushler at gmail.com> wrote:
> >
> > I've created a budget by month, and want to produce a budget vs actual
> > report for "year to date" (accumulated).  The default report has each
> month
> > in a separate column and shows the whole year. The Options pop-up does
> not
> > include a way to modify the dates for the report.  I've looked at the
> file
> > "budget.scm", which seems to have code for date setting which is
> commented
> > out (but the useless "Price source" option, which *does* appear in the
> > pop-up, is not commented out).
> >
> > What's the deal?  Thanks for any help/enlightenment you can provide.
> >
> > Regards,   Rob Kushler
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