[GNC] date range on budget report

[Adrien Monteleone]

Nice find!

I don’t think you can ditch the last ‘Actual’ from within GnuCash, that will have to be in a spreadsheet.

But the column may be useful if you enter future transactions. I know this sounds odd, but it can be helpful, especially with such a report, to show ‘planned’ transactions that will chew up some or all of that future budgeted amount. It would then show (if you include the Diff column) how much is really remaining/discretionary.

I haven’t started using future transactions yet, but this version of the report has me thinking of doing so.

Regards,
Adrien

> On Sep 19, 2018, at 5:33 PM, Robert Kushler <rkushler at gmail.com> wrote:
> 
> Updating did the trick.  I played with the date options and tried something counter-intuitive that worked nicely and may be of interest to others:  I set "start" to "Next" and "end" to "Current" (and also unchecked "Show Totals" on the Display tab).  This produces a report with "budget vs actual to date" in the first two columns, "rest of year budget" in the third, and "rest of year actual" (all zeros, of course) in the fourth.  Now I guess I will try customizing to remove the fourth column and tweak the column labels.
> 
> Thanks again for setting me on the path to success.
> 
> 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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