[GNC] Budget Reporting|Charting Questions and v3.4 Question

[Adrien Monteleone]

The Budget report allows you to see planned vs. actual and a variance column. You can pick and choose which accounts you want to include. You might need to play with the setting for parent accounts concerning if those lines show only amounts in the account or if they include child account balances/figures. (recommended practice is for all parent accounts to be placeholders only, but of course, you can choose otherwise.)

Per the second request, I don’t think the budget module is going to get updates any time soon. But that would be a nice feature. Until then, you could export or copy/paste to a spreadsheet for further manipulation. (and write a lookup formula to insert account codes from a master list - see VLOOKUP and HLOOKUP functions in Calc’s Help)

Regards,
Adrien

> On Jan 5, 2019, at 3:38 PM, Andre Powell <apowell656 at gmail.com> wrote:
> 
> GnuCash version - 3.4
> OS - Ubuntu 18.10
> 
> I have recently moved back to using GnuCash after spending some time with
> YNAB and moving entirely to Ubuntu. I must say that I am extremely happy
> and almost regret not switching entirely to Linx before.
> 
> Is there a way (and if not I would propose this as a feature) to only
> capture the parent items in the Budget Chart. I have set up a Multicolumn
> view that I use as a dashboard that I review upon opening my file. It would
> be great just to see planned vs. actual for income and expenses. When I
> have tried to do this I only get a blank screen.
> 
> Secondly, it appears that adding columns in the budget is no longer
> possible, and it can only be done on the accounts page. This would be
> helpful in sorting the accounts by account code since there is no other way
> to sort this out for the actual budget planning. I would add that the
> budget and the budget report should mimic the same columns or at least have
> the option to either display additional columns or not. A more minor
> observation is that it including the same total information from the budget
> functionality (the bottom totals) to the budget report would be helpful.
> 
> All the best and once again thanks for all of the hard work and
> improvements to the software.
> 
> -- 
> Andre
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