[GNC] Budget Report Questions

[Steve Welch]

Thanks Jon (& Christopher)!

Your advice was helpful - I guess I was sorta tired when I was trying to figure it out.  
Playing with those options did help me better understand what they do and how to approximate what I’m looking for.  
Hopefully I can get to a place where I can get enough of what I want so that it is useful.

Steve


> On Oct 10, 2021, at 9:51 PM, Jon Schewe <jpschewe at mtu.net> wrote:
> 
> 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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