[GNC] Copy a month's budget

[Andre Powell]

With the budget report, you have to select the following (under report
options) to make this work:'Include collapsed periods before selected',
'Show Budget', 'Show Actual', 'Show Difference', and 'Show Column with
Totals'.

I actually force myself to look at the current period (quarter), current
year and prior year on almost all of my reports to get an idea of how I am
trending. I set up a multicolumn report that does a bang-up job of helping
to look at the right things to evaluate if I am closer to my goals.

I hope this helps, and furthermore gives you a good path for your setup.

On Fri, Jan 25, 2019 at 10:26 AM Patrick <plafratt at gmail.com> wrote:

> > 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
>> >>>>>> _______________________________________________
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>> >>>>>> -----
>> >>>>>> Please remember to CC this list on all your replies.
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>> >>>>>>
>> >>>>>
>> >>>
>> >>> --
>> >>> Andre
>> >>>
>> >>>
>> >>>
>> >> _______________________________________________
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>> >
>>
>>

-- 
Andre