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 <jpsch...@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 >> _______________________________________________ >> gnucash-user mailing list >> gnucash-user@gnucash.org >> >> To update your subscription preferences or to unsubscribe: >> https://lists.gnucash.org/mailman/listinfo/gnucash-user >> >> If you are using Nabble or Gmane, please see >> https://wiki.gnucash.org/wiki/Mailing_Lists >> for more information. >> ----- >> Please remember to CC this list on all your replies. >> You can do this by using Reply-To-List or Reply-All. >> > _______________________________________________ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.