[GNC] Budgeting > transfers to liabilities and securities purchase

[Christopher Lam]

1. Please use the very latest gnucash 3.11 or 4.0; if there are still
issues please file bug in Bugzilla.

2. Budget for securities is error prone; currency and share exchanges are
complex and not proven to be reliable in budgeting module.

On Tue, 7 Jul 2020, 3:43 pm Mark Walters, <mark.walters.0 at gmail.com> wrote:

> Hi everyone,
> I am trying to use Gnucash budgeting and have 2 issues. I have searched the
> mailing list and google'd but had no luck.
>
> 1.Sign convention issues between budget, transactions and budget reports
> I am budgeting for transfers to a liability (mortgage repayment). To make
> the budget balance sheet reduce my liability, a positive number is entered
> in the budget under mortgage liability. But when I use the estimate
> function, the repayments are entered as negative numbers.
> i.e. a test repayment of $50k comes through to -$50k with the estimate
> function. But the budget balance sheet records an increase in the liability
> from $350k to $400k, this should be $350k to $300k. I though perhaps my
> liability should have a negative balance, but the transaction entry
> (actuals) currently decrease the liability as entered and as expected.
>
> 2. Budgeting for securities purchase
> I'd like to budget a certain dollar value transaction to buy shares (Say
> $1k). When I enter this in the budget. the totals in the budget sheet work
> as expected. But the budget balance sheet adds 1000 units to my holding,
> instead of the number of units. Understand that the future price is unknown
> but the calculation seems inconsistent (dollars in budget, but carried
> forward as units). If I enter units in the budget, the budget balance sheet
> works.. but then the budget doesn't sum to zero (because no price is
> applied to units)
> How do others enter this in a budget? Should I have another 'dollar'
> account to capture the value of the shares?
>
>
> Kind Regards,
> Mark Walters
> Email: mark.walters.0 at gmail.com
> Mob: 0404 305 661
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