[GNC] Copy a month's budget

Patrick plafratt at gmail.com
Fri Jan 25 10:26:24 EST 2019


> 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 was hoping to get clarification on what exactly you meant by "carryover".

As an example, say I have a budget for each quarter and the budget has
a monthly budget period. Then I budget for two expense accounts - one
for food of $100 and one for rent of $200.  Say that in Jan, the
actual food spending was $30 under (i.e. I spent $70), and the actual
rent spending was $25 under (i.e. I spent $175). Then, for Feb, I
spent exactly $100 on food and exactly $200 on rent, and I did the
same in March. When I create my new budget for the next quarter, is
there a way to show in the new budget that I have $55 in excess left
over from my under-spending in Jan?

Thanks,
Patrick


On Fri, Jan 11, 2019 at 5:24 PM Patrick <plafratt at gmail.com> wrote:

> Ok, thanks. Yes, I'd always appreciated that about top-posting - not
> having to scroll to the bottom. I'd just recalled in the past having used
> mailing lists that didn't allow it.
>
> Thanks,
> Patrick
>
> >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
> >>>>>> gnucash-user at gnucash.org
> >>>>>> To update your subscription preferences or to unsubscribe:
> >>>>>> https://lists.gnucash.org/mailman/listinfo/gnucash-user
> >>>>>> If you are using Nabble or Gmane, please see
> >>>>>> https://wiki.gnucash.org/wiki/Mailing_Lists for more information.
> >>>>>> -----
> >>>>>> Please remember to CC this list on all your replies.
> >>>>>> You can do this by using Reply-To-List or Reply-All.
> >>>>>>
> >>>>>
> >>>
> >>> --
> >>> Andre
> >>>
> >>>
> >>>
> >> _______________________________________________
> > gnucash-user mailing list
> > gnucash-user at gnucash.org
> > To update your subscription preferences or to unsubscribe:
> > https://lists.gnucash.org/mailman/listinfo/gnucash-user
> > If you are using Nabble or Gmane, please see
> https://wiki.gnucash.org/wiki/Mailing_Lists for more information.
> > -----
> > Please remember to CC this list on all your replies.
> > You can do this by using Reply-To-List or Reply-All.
> >
>
>


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