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

[Andre Powell]

Correct and I have a separate tab to display the budget report with those
columns. I guess in the meantime this will work for my needs.

Thanks for the feedback regarding the state of the budget module. That
would not be mission critical but a nice to have that would put some polish
on the budgeting features.

I appreciate the quick and thoughtful response.


On Sat, Jan 5, 2019 at 5:02 PM Adrien Monteleone <
adrien.monteleone at lusfiber.net> wrote:

> 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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-- 
Andre