[GNC] Copy a month's budget

Patrick plafratt at gmail.com
Fri Jan 11 12:08:17 EST 2019


Andre,

Thanks for the advice. This definitely gives me some possible alternatives
to consider.

I am not able to find a page that gives the etiquette rules for this
mailing list. Is top-posting preferred on this list? I noticed that some
people do and some don't.

Thanks,
Patrick

On Fri, Jan 11, 2019 at 6:24 AM Andre Powell <apowell656 at gmail.com> wrote:

> Patrick,
> The method that I use for budgeting is well "old-fashioned". My salary is
> paid every fifteen days and my wife once a month, hence the two-week setup,
> and the quarterly view because in my prior career we managed our P&Ls
> monthly but with quarterly plans so mentally I am kind of used to that way
> of thinking (or maybe I don't  want to scroll so much).
>
> When income comes in is when I actually use the budget to plan where the
> money is going to go (a mixture of Dave Ramsey and YNAB). I use the
> Bills/Invoice feature to keep track of the bills that need to be paid, but
> they don't get paid until they are planned for.
>
> For monitoring purposes, I use the Budget Report to do exactly that. You
> can set it up to see a period before and after your current account period
> (mine being set at a quarter), which will show your carryover. I am always
> striving for a balanced budget (move/spend less money to make sure that the
> budget is balanced. But in theory, you could create a second report with a
> longer view (perhaps yearly) to see your overall progress with the period
> before.
>
> I hope this helps.
>
> On Thu, Jan 10, 2019 at 10:30 AM Patrick <plafratt at gmail.com> wrote:
>
>> Andre,
>>
>> Thank you for the response. For each two-week period within the quarter,
>> did you just have to copy the budget entries from each column to the next?
>> That is what I would like to avoid, if possible.
>>
>> I would like to use one budget so that it is easy to see carryover from
>> one budget period to the next. If I create a new budget for each quarter, I
>> don't know of a way to get cumulative surplus/deficit for each budget
>> category from the previous quarter.
>>
>> Thanks,
>> Patrick
>>
>> On Thu, Jan 10, 2019 at 4:15 AM Andre Powell <apowell656 at gmail.com>
>> wrote:
>>
>>> Patrick,
>>> I made a template and under the Budget menu just make a duplicate/copy
>>> as needed (my accounting period is quarterly and the budgets are every two
>>> weeks).
>>>
>>>
>>> On Wed, Jan 9, 2019, 10:34 PM Patrick <plafratt at gmail.com wrote:
>>>
>>>> Hello,
>>>>
>>>> I recently started using GnuCash. Is there a way to copy one month's
>>>> budget
>>>> to the next month? I have a budget with a large number of entries, and
>>>> copying each entry individually is somewhat cumbersome.
>>>>
>>>> Any help is appeciated.
>>>>
>>>> Regards,
>>>> Patrick
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>>>
>
> --
> Andre
>
>
>


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