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

[Jon Schewe]

I had written my own report for version 2.6 that does this. Now I see 
that it won't run in 3.7. This email prompted me to look at 3.7 and this 
report. I found that if I enable accumulated amounts and the diff 
column, then turn off the budget and actual columns the report works 
rather nicely for envelope budgeting. At this point you just see how 
much money is left in each budget per month.


On 10/4/19 4:41 AM, Antonio07 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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