Ah, you may indeed have to create a budget even if there are no budgeted
figures. My memory is a bit fuzzy on that point, but I think the budget
report will require you specify a budget, which defines what the periods
are, and those are fixed with absolute dates. It is not a sliding window
like 'this year' that other reports offer. So you set up a new 'budget',
put no figures in it (unless you want to) define the time frame of the
budget to the reporting period you want (say, 1/22—12/22), then run a
Budget Report for that 'budget' you just defined, turning off Actuals,
Difference, and various subtotals, et cetera as needed to clean it up.
Another option, though the layout may not be desirable, is the
Transaction Report selecting the desired accounts, then removing as much
info as possible, and including the 'table' option. That *might* get you
close. But I think the Budget Report is closer if you can get the
reporting period to line up.
A further alternative would be separate Income Statement & Balance Sheet
reports. (if you want to export to a spreadsheet)
If you just want to view it on screen, then you can create a custom
multi-column report with both of those. Note, the multi-column report is
more than just 'columns' and more like specifying layout. (you can have
more than one report in a single 'column' if I recall correctly) It is
possible to use this to create a 'dashboard' of sorts with various
reports/charts in its own tab.
Regards,
Adrien
On 8/30/22 11:51 PM, Pa In wrote:
I did look at the budget report but when I manually select the range of
budget periods 1 to 60 the first column shows balances for 2015-03 (when I
first started using GnuCash) and 2020-01 respectively. I can't figure out
how to 'advance' the date for period 1 so that it captures more recent
activity.
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