Hi, I finally got back to this as I try to prepare for my year end.
As you report in your Bug Report 799046 it does not seem possible to display a single period in the Budget Report using the Use Accumulated Totals feature, which is quite frustrating. I have only upgraded to ver 4.14 and in that version I do not see a 'Include Collapsed Periods' option so I was not able to replicate your work, but my reports also include periods that are uncollapsed. I am not sure how Bug Reports work, so I was unable to see if there was any updates on this Bug. What do I log into and how do I log in. TIA, Larry On Thu, Jul 27, 2023 at 9:58 AM larry johnston <larryej1...@gmail.com> wrote: > 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.