Re: [PATCH] Budget report improvements (was Re: Budget reports)

2015-02-17 Thread Dmitry Pavlov
Great!
17 февр. 2015 г. 22:12 пользователь "David"  написал:

> That is exactly what I needed.  Works like a Charm!  I can look at just one
> month at a time.  Thanks.
>
>
>
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> View this message in context:
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Bug in master: Income statement report crash?

2015-02-17 Thread Christian Stimming
Just a plain ol' bugreport:

Running the income statement report in current master (d4e5bdc3) does not 
bring up the report, but instead the scheme error "Wrong number of arguments 
to xaccQueryAddDescriptionMatch", trace below. Has anyone observed this 
before? Thanks for any pointer.

Regards,

Christian


727: 18* (set! doc (if template (let* (# # # ...) (if # # ...) ...) ...))
 727: 19* (if template (let* (# # # ...) (if # # ...) ...) ...)
 728: 20  (let* (# # # #) (if # # #) (gnc:report-set-ctext! report html) ...)
 730: 21* [profit-and-loss-renderer #]
In /home/cs/usr/share/gnucash/scm/gnucash/report/standard-reports/income-
statement.scm:
 729: 22  [income-statement-renderer-internal # "Profit & Loss"]
In unknown file:
...
   ?: 23  (letrec (# #) (gnc:html-document-set-title! doc #) (if # # #) ...)
In /home/cs/usr/share/gnucash/scm/gnucash/report/standard-reports/income-
statement.scm:
 439: 24* (if (null? accounts) (gnc:html-document-add-object! doc #) (let* # 
#))
 451: 25  (let* (# # # # ...) (letrec # # # ...))
In unknown file:
   ?: 26  (letrec (#) (set! revenue-closing #) (set! expense-closing #) ...)
In /home/cs/usr/share/gnucash/scm/gnucash/report/standard-reports/income-
statement.scm:
 517: 27* (set! revenue-closing #)
 518: 28* [gnc:account-get-trans-type-balance-interval-with-closing # # # ...]
In /home/cs/usr/share/gnucash/scm/report-utilities.scm:
 747: 29  (let* (#) (map # #) total)
 748: 30* [map # ...
 756: 31*  [gnc:account-get-trans-type-splits-interval (# # # ...) (# # # ...) 
...]
 902: 32   (if (null? account-list) (quote ()) ...)
 906: 33   (let* (# # # ...) (qof-query-set-book query #) ...)
 924: 34*  (if (or matchstr closing) (begin (set! query2 #) (if matchstr #) 
...))
 925: 35   (begin (set! query2 #) (if matchstr #) (if closing #) ...)
 927: 36*  (if matchstr (xaccQueryAddDescriptionMatch query2 matchstr ...))
 927: 37   [xaccQueryAddDescriptionMatch # "Abschlussbuchungen" #f ...]
/home/cs/usr/share/gnucash/scm/report-utilities.scm:927:25: In procedure 
xaccQueryAddDescriptionMatch in expression (xaccQueryAddDescriptionMatch 
query2 matchstr ...):
/home/cs/usr/share/gnucash/scm/report-utilities.scm:927:25: Wrong number of 
arguments to xaccQueryAddDescriptionMatch

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Re: [PATCH] Budget report improvements (was Re: Budget reports)

2015-02-17 Thread David
That is exactly what I needed.  Works like a Charm!  I can look at just one
month at a time.  Thanks.



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Re: [PATCH] Budget report improvements (was Re: Budget reports)

2015-02-17 Thread David Christopher
Dmitry, Thank you so much.  That is exactly what I needed. I can look at
just one month now on a clean screen.  I have not yet used anything except
Default Accounts, but I will start that project after I send this.

Good Work!

On Tue, Feb 17, 2015 at 8:29 AM, Dmitry Pavlov  wrote:

> If I get you right, you need ability to make a report for budget with
> specification of what periods to show in details, because for budgets with
> large number of periods, it is not convinient to analyze data.
>
> I think that my enhancements is what you need, please refer to this blog
> post about them:
> http://blog.dnpavlov.com/2014/03/gnucash-budget-report-enhancement.html
> at the end of article you can find instructions of how to install this
> enhanced version to your gnucash installation.
>
> 2015-02-17 12:56 GMT+03:00 David :
>
>> Well here it is a little over 6 years later and I am using 2.6.5 and your
>> contributions to the budget report are working well.  I am a new user of
>> gnucash, migrating from Quicken.  At the moment I am searching posts about
>> Budget Report and this thread is the first on a long list.
>>
>> I am used to being able to set up a budget and then pull a budget report
>> for
>> a specific period of time, I mostly use the Monthly version, but at tax
>> time, I use the annual version go get total actual s for different
>> expenses
>> and verify Income and withholding's on 1099's.
>>
>> The current Budget Report lists all 12 months on a form that has very
>> little
>> spacing between the months is is very difficult to read.  There is no
>> option
>> to choose a time period in this report.
>>
>> After several weeks of learning the basics, I finally gave up trying to
>> make
>> budgets that mimic what I am used to.  I just made one Master budget with
>> all the accounts included, and if I want to look at income less expense
>> for
>> a specific Income/Expense set of accounts, I choose them specifically.
>>
>> But, I would like a report with Income at the top, next expenses, and then
>> transfers from the income to different liability and savings accounts, as
>> well as transfers back into the income section.  Let me enplane.  I have
>> accounts that I an amount monthly for paying annual charges like property
>> taxes and Insurance and emergency expenditures.  So when I zero out my
>> Income less expenses, I need to see the transfers to these accounts, and
>> when I pay the expenses, have the transfer back into the contributing
>> account show that transfer as part of the period income.
>>
>> The report would have Columns Budgeted, Actual and Difference and a total
>> on
>> the bottom that would reflect [Income + Transfers In] - [Expenses +
>> Transfers Out].
>>
>> Options would require choosing the accounts for the report, and a Period
>> picker, at the minimum.
>>
>> I have no idea if this could be done with Custom Reports, but I am
>> studying
>> how to make custom reports.  Any advice?
>>
>>
>>
>> --
>> View this message in context:
>> http://gnucash.1415818.n4.nabble.com/Budget-reports-tp1436849p4676103.html
>> Sent from the GnuCash - Dev mailing list archive at Nabble.com.
>> ___
>> gnucash-devel mailing list
>> gnucash-devel@gnucash.org
>> https://lists.gnucash.org/mailman/listinfo/gnucash-devel
>>
>
>
>
> --
> С уважением,
> Дмитрий Павлов
>
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Re: [PATCH] Budget report improvements (was Re: Budget reports)

2015-02-17 Thread David Carlson
On 2/17/2015 7:29 AM, Dmitry Pavlov wrote:
> If I get you right, you need ability to make a report for budget with
> specification of what periods to show in details, because for budgets with
> large number of periods, it is not convinient to analyze data.
>
> I think that my enhancements is what you need, please refer to this blog
> post about them:
> http://blog.dnpavlov.com/2014/03/gnucash-budget-report-enhancement.html
> at the end of article you can find instructions of how to install this
> enhanced version to your gnucash installation.
>
> 2015-02-17 12:56 GMT+03:00 David :
>
>> Well here it is a little over 6 years later and I am using 2.6.5 and your
>> contributions to the budget report are working well.  I am a new user of
>> gnucash, migrating from Quicken.  At the moment I am searching posts about
>> Budget Report and this thread is the first on a long list.
>>
>> I am used to being able to set up a budget and then pull a budget report
>> for
>> a specific period of time, I mostly use the Monthly version, but at tax
>> time, I use the annual version go get total actual s for different expenses
>> and verify Income and withholding's on 1099's.
>>
>> The current Budget Report lists all 12 months on a form that has very
>> little
>> spacing between the months is is very difficult to read.  There is no
>> option
>> to choose a time period in this report.
>>
>> After several weeks of learning the basics, I finally gave up trying to
>> make
>> budgets that mimic what I am used to.  I just made one Master budget with
>> all the accounts included, and if I want to look at income less expense for
>> a specific Income/Expense set of accounts, I choose them specifically.
>>
>> But, I would like a report with Income at the top, next expenses, and then
>> transfers from the income to different liability and savings accounts, as
>> well as transfers back into the income section.  Let me enplane.  I have
>> accounts that I an amount monthly for paying annual charges like property
>> taxes and Insurance and emergency expenditures.  So when I zero out my
>> Income less expenses, I need to see the transfers to these accounts, and
>> when I pay the expenses, have the transfer back into the contributing
>> account show that transfer as part of the period income.
>>
>> The report would have Columns Budgeted, Actual and Difference and a total
>> on
>> the bottom that would reflect [Income + Transfers In] - [Expenses +
>> Transfers Out].
>>
>> Options would require choosing the accounts for the report, and a Period
>> picker, at the minimum.
>>
>> I have no idea if this could be done with Custom Reports, but I am studying
>> how to make custom reports.  Any advice?
>>
>>
>>
>> --
>> View this message in context:
>> http://gnucash.1415818.n4.nabble.com/Budget-reports-tp1436849p4676103.html
>> Sent from the GnuCash - Dev mailing list archive at Nabble.com.
>> ___
>> gnucash-devel mailing list
>> gnucash-devel@gnucash.org
>> https://lists.gnucash.org/mailman/listinfo/gnucash-devel
>>
>
>

Dimitri,

If you have actually edited this file, you should add your name to the
comment at the beginning with a short summary of what you did, e.g.
revised by Dimitri Pavlov in 2014.  If you want to keep your name out of
it, use the pseudonym Anonymous.

David C


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Re: [PATCH] Budget report improvements (was Re: Budget reports)

2015-02-17 Thread Dmitry Pavlov
If I get you right, you need ability to make a report for budget with
specification of what periods to show in details, because for budgets with
large number of periods, it is not convinient to analyze data.

I think that my enhancements is what you need, please refer to this blog
post about them:
http://blog.dnpavlov.com/2014/03/gnucash-budget-report-enhancement.html
at the end of article you can find instructions of how to install this
enhanced version to your gnucash installation.

2015-02-17 12:56 GMT+03:00 David :

> Well here it is a little over 6 years later and I am using 2.6.5 and your
> contributions to the budget report are working well.  I am a new user of
> gnucash, migrating from Quicken.  At the moment I am searching posts about
> Budget Report and this thread is the first on a long list.
>
> I am used to being able to set up a budget and then pull a budget report
> for
> a specific period of time, I mostly use the Monthly version, but at tax
> time, I use the annual version go get total actual s for different expenses
> and verify Income and withholding's on 1099's.
>
> The current Budget Report lists all 12 months on a form that has very
> little
> spacing between the months is is very difficult to read.  There is no
> option
> to choose a time period in this report.
>
> After several weeks of learning the basics, I finally gave up trying to
> make
> budgets that mimic what I am used to.  I just made one Master budget with
> all the accounts included, and if I want to look at income less expense for
> a specific Income/Expense set of accounts, I choose them specifically.
>
> But, I would like a report with Income at the top, next expenses, and then
> transfers from the income to different liability and savings accounts, as
> well as transfers back into the income section.  Let me enplane.  I have
> accounts that I an amount monthly for paying annual charges like property
> taxes and Insurance and emergency expenditures.  So when I zero out my
> Income less expenses, I need to see the transfers to these accounts, and
> when I pay the expenses, have the transfer back into the contributing
> account show that transfer as part of the period income.
>
> The report would have Columns Budgeted, Actual and Difference and a total
> on
> the bottom that would reflect [Income + Transfers In] - [Expenses +
> Transfers Out].
>
> Options would require choosing the accounts for the report, and a Period
> picker, at the minimum.
>
> I have no idea if this could be done with Custom Reports, but I am studying
> how to make custom reports.  Any advice?
>
>
>
> --
> View this message in context:
> http://gnucash.1415818.n4.nabble.com/Budget-reports-tp1436849p4676103.html
> Sent from the GnuCash - Dev mailing list archive at Nabble.com.
> ___
> gnucash-devel mailing list
> gnucash-devel@gnucash.org
> https://lists.gnucash.org/mailman/listinfo/gnucash-devel
>



-- 
С уважением,
Дмитрий Павлов
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Re: [PATCH] Budget report improvements (was Re: Budget reports)

2015-02-17 Thread David
Well here it is a little over 6 years later and I am using 2.6.5 and your
contributions to the budget report are working well.  I am a new user of
gnucash, migrating from Quicken.  At the moment I am searching posts about
Budget Report and this thread is the first on a long list.

I am used to being able to set up a budget and then pull a budget report for
a specific period of time, I mostly use the Monthly version, but at tax
time, I use the annual version go get total actual s for different expenses
and verify Income and withholding's on 1099's.

The current Budget Report lists all 12 months on a form that has very little
spacing between the months is is very difficult to read.  There is no option
to choose a time period in this report.

After several weeks of learning the basics, I finally gave up trying to make
budgets that mimic what I am used to.  I just made one Master budget with
all the accounts included, and if I want to look at income less expense for
a specific Income/Expense set of accounts, I choose them specifically.  

But, I would like a report with Income at the top, next expenses, and then
transfers from the income to different liability and savings accounts, as
well as transfers back into the income section.  Let me enplane.  I have
accounts that I an amount monthly for paying annual charges like property
taxes and Insurance and emergency expenditures.  So when I zero out my
Income less expenses, I need to see the transfers to these accounts, and
when I pay the expenses, have the transfer back into the contributing
account show that transfer as part of the period income.

The report would have Columns Budgeted, Actual and Difference and a total on
the bottom that would reflect [Income + Transfers In] - [Expenses +
Transfers Out].  

Options would require choosing the accounts for the report, and a Period
picker, at the minimum.

I have no idea if this could be done with Custom Reports, but I am studying
how to make custom reports.  Any advice?



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