Thanks. I have to put this project onhold for a while. Fortunately 'use accumulated totals' gives me the basics that I need and the rest is gravy if I can get it.
Larry On Thu, Jul 27, 2023 at 9:43 AM Adrien Monteleone < adrien.montele...@lusfiber.net> wrote: > 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. > > _______________________________________________ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > ----- > 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 ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
