[GNC] Copy a month's budget

Adrien Monteleone adrien.monteleone at lusfiber.net
Fri Jan 11 14:17:33 EST 2019


Personal preference.

For example, depending on the nature of the conversation, (like for multiple points/questions to discuss) I’ll use in-line, but I usually use top posting, as in this case.

While I see it occasionally, bottom-posting is the least used in these parts as it means you have to scroll to read the reply.

Regards,
Adrien

> On Jan 11, 2019, at 11:08 AM, Patrick <plafratt at gmail.com> wrote:
> 
> 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
>>>>> _______________________________________________
>>>>> gnucash-user mailing list
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>>>>> 
>>>> 
>> 
>> --
>> Andre
>> 
>> 
>> 
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