[GNC] date range on budget report

[Robert Kushler]

I see that my version is older than I thought.  I will try updating
gnucash.  Hope nothing breaks.

:-)    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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