Note, I did some testing this morning and it seems there might be a bug
in how the 'include collapsed periods after selected' works.
Follow along here or subscribe to the bug:
https://bugs.gnucash.org/show_bug.cgi?id=799046
If this can be resolved, you should be able to get close, but not quite
to Phil's report.
The first set of columns would be the period of interest. You would
*not* want to use 'accumulated amounts' here if you want to see how that
period's actuals faired against that period's budgeted amounts.
The second set of columns (the subsequent collapsed periods) *should* by
necessity of being collapsed, show what is left, as YTD numbers.
The third set of columns would be Totals, which is for the entire budget
period.
Note, if the second set isn't quite what you are looking for, I'm not
sure you can duplicate that old report in one shot. In that case, you
would then simply only report on one period (and the Totals) and choose
either 'accumulated amounts' or not based on if you wanted numbers for
just that period *or* YTD as of that period. In which case, you can't
get both at the same time.
Regards,
Adrien
On 7/27/23 1:48 AM, larry johnston wrote:
Thanks, I will see what I can make of it.
Larry
On Wed, Jul 26, 2023, 9:48 p.m. Adrien Monteleone <
adrien.montele...@lusfiber.net> wrote:
You should be able to get close.
You can see monthly periods, you can 'use accumulated totals' for each
month as they progress. (YTD) You can show a yearly 'Totals' column set.
For each set (period & total) you can see Budget, Actual, and Variance
columns.
I don't think it is exactly just 1 month, YTD, Total though.
But you might try playing with the Range & Consolidated options on the
General tab. So maybe set the range to 'current period' for a start,
'last period' for end, and then consolidate the periods after the
current one which should then show up as a single set of YTD type
numbers if using Accumulated Amounts. And then display a Totals column
and of course include Budget, Actual & Variance options.
Note too, you can customize the budget time frame itself. It doesn't
have to be an entire year. Maybe a combination of all of the above will
imitate Phil's report.
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