[GNC] Reports for Personal Finance

[Adrien Monteleone]

If you are that far along, the Budget module can 'auto-estimate' based 
on previous data. Investigate and play with that feature. Even if you 
don't use it as a basis of a new budget, it can at least provide you 
with some analysis that otherwise might be more difficult to craft in a 
report as it can grab data from multiple years. (and yes, once the 
budget is made, you can run a 'Budget Report' to get the figures)

Regards,
Adrien

On 12/5/23 9:46 AM, Tom Balazs wrote:
> I finished importing and reconciling months of bank data. Now I want to put
> that to good use.
> 
> For the case of an individual or a family, what are the most useful reports?
> 
> Common advice is that your emergency savings account should hold enough to
> cover 6 months of expenses. In order to to do that, I need to know my
> average monthly expenses. I guess I can use the Cash Flow report, look at
> "Money Out" and divide that by how many months have gone by in the year. Is
> there a better way to get average monthly expenses?
> 
> I like the Cash Flow report. But I wish I could sort it by amount, high to
> low. That would be good to see as a stacked bar chart or a regular bar
> chart.
> 
> I would like to see a multiple-account balance as a line chart or a bar
> chart. In a way that shows me balances over time.
> 
> I guess I'm mostly interested in the Income and Expense reports, but also
> in Assets and Liabilities.
> 
> What reports do you find useful?