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

Christopher Lam christopher.lck at gmail.com
Sun Oct 6 08:34:16 EDT 2019


This is a nice idea.
Please file enhancement request on bugzilla (component Reports), attaching
a sample datafile, current report, and desired report.
For various reasons this would appear in 4.x onwards only.
C

On Fri, 4 Oct 2019 at 09:43, Antonio07 <anton.dyakov at gmail.com> wrote:

> 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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