[GNC] 3.7 - Budget reports - accumulated accounts - can "envelope budgeting" logic be implemented?

Antonio07 anton.dyakov at gmail.com
Fri Oct 4 05:41:47 EDT 2019


Hi

In version 3.7 accumulated accounts option was introduced in Budget reports

However by using it I have found that logic is that Budget and Actual -
simply summing all "period" amount

For Example:
1. I have 24 month budget
2. For each month I budgeted 320$ in category 'Food' 
    - now I'm in October - it's 22nd month of my Budget
    - if I use accumulated amount it shows that I have budget for October
7040$ for 'Food' (but in reality I have only 320$)

3. Each month I have spent from 300 to 330 as actuals and now have
accumulated Actuals for October - 6500$
4. So accumulated difference 540$

Can it be change report format to show "Rolling" accumulated amounts?


For Example

1. Period 21 - we have budgeted for 'Food'  +320$
2. Period 21 - we have actuals for 'Food'  -300$
3. Period 21 - We have difference for 'Food' +20$ (positive)

4. Period 22 - we have budgeted for 'Food' +300$
5. Period 22 - we have actuals for 'Food' -100$ (so far)
6. Period 22 - we have difference  = (Difference amount from period 21
'+20$' ) + (Budgeted amount from period 22 '+300$') - (Actuals from period
22 '-100$') = 20$ + 300$ - 100$ = 220$


By using we can avoid confusing end-user with huge accumulated numbers - and
also keep concept if accumulating budget for some Big Goal - like budget
100$ every month for 1200$ vacation in the end of the year




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