[GNC] How to managing budget in gnucash ?

David Cousens davidcousens at bigpond.com
Tue Feb 25 17:30:09 EST 2020


Long 


Under the top level account structure of Assets, Liabilities, Equity,
Income, Expenses  you can create any account names you like or need to so
having Expense accounts named Needs or Wants with whatever substructure you
desire underneath that is no major problem. You will just need to create the
structure you desire rather than use the default account structures that
Gnucash supplied when you set up your books.  Accounts can be deleted and
any transactions to them reassigned to another account at any stage.

I currently don't use the budgeting features so someone else may be able to
comment on how to restrict the budget report to specific account levels.
Most of the reports structure has options which can be set under the
Edit->Report Options menu entry. My guess is you will be able to specify
what level of accounts are reported and which are included in balances in
the options settings. All accounts generally sum any subaccount balances
together with the balance of any transactions directly into the account
itself. 

You would generally specifiy any account which has subaccounts as a
placeholder account which prevents transactions being allocated directly to
it (but does not remove any already existing transactions AFAIK if you
change it to a placeholder after transactions have been assigned).  Look up
the help manual section on creating and editing accounts  for more guidance.

David Cousens



-----
David Cousens
--
Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html


More information about the gnucash-user mailing list