[GNC] Budget Report Questions

[Jon Schewe]

Steve,

In the report options I believe you will find the following settings
useful.

Under the display tab:
I have Budget and Actual turned off and Difference turned on. This fits
with my idea of envelope budgeting. You should experiment with which of
these 3 columns you find the most useful. 

Under the general tab:
Check "Use accumulated amounts"
Check "Report for range of budget periods"
Range Start: Current budget period
Range End: Next budget period
Check "Include collapsed periods before selected"
Check "Include collapsed periods after selected"

Jon

On Sun, 2021-10-10 at 18:20 -0400, Steve Welch via gnucash-user wrote:
> I apologize in advance if the answers to these questions are
> painfully obvious.  I have tried to read the resources provided but
> no luck so far.
> I set up my budget with 12 periods (months) - each item is simply
> 1/12th of the annual total.
> What I am used to using (Moneydance, Quicken) are two basic reports:
> 1.  Budget vs. Actual - year to date (YTD budget vs. YTD actuals)
> 2.  Budget vs. Actual - annual (full year budget vs. YTD actuals)
> When I view the GNC “Budget Report” it looks like I’m seeing #2
> above.  How can I view a report that shows #1 - YTD budget vs. YTD
> actuals?
> Also, is there a way to collapse or hide the monthly columns so that
> I can see the totals (far right) next to the account names?  With 12
> months displayed, I have to constantly scroll left - right to see the
> name and then the totals.  
> Finally, is “Budget Report” the only one that shows budgeted figures
> next to actuals?  I haven’t found any others but wanted to be sure.
> 
> Again, sorry if I’m missing something simple here.  And thanks!
> 
> Steve
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