Re: [GNC] date range on budget report
Nice find! I don’t think you can ditch the last ‘Actual’ from within GnuCash, that will have to be in a spreadsheet. But the column may be useful if you enter future transactions. I know this sounds odd, but it can be helpful, especially with such a report, to show ‘planned’ transactions that will chew up some or all of that future budgeted amount. It would then show (if you include the Diff column) how much is really remaining/discretionary. I haven’t started using future transactions yet, but this version of the report has me thinking of doing so. Regards, Adrien > On Sep 19, 2018, at 5:33 PM, Robert Kushler wrote: > > Updating did the trick. I played with the date options and tried something > counter-intuitive that worked nicely and may be of interest to others: I set > "start" to "Next" and "end" to "Current" (and also unchecked "Show Totals" on > the Display tab). This produces a report with "budget vs actual to date" in > the first two columns, "rest of year budget" in the third, and "rest of year > actual" (all zeros, of course) in the fourth. Now I guess I will try > customizing to remove the fourth column and tweak the column labels. > > Thanks again for setting me on the path to success. > > On Wed, Sep 19, 2018 at 5:33 PM Adrien Monteleone > wrote: > Rob, > > The options for the budget report do allow you to choose which periods you > want to report for. (at least as of v3.2) > > Look at the General tab starting with the Range checkbox. > > You could say, run the report for July, August, September (Q3) add the Total > and Difference columns (from the Display tab) and get a QTD report. > > If you included previous periods as a consolidated column, the first column > would be Q1 & Q2 combined, and your Totals would be YTD. > > Note, if you include periods AFTER the range, such as Q4 in this example, > then the Totals for Budget & Difference are for the full budget period, but > Actual is necessarily YTD. (perhaps if you have future transactions already > entered, this might not be the case, I haven’t tested) > > I don’t think you can get just the three totals columns by themselves YTD. > The best you could do is select the range as only the current period, select > to include prior periods consolidated, DO NOT include later periods, and > you’ll get a report with (as of today) Jan-Aug as a single column, followed > by September (current) followed by the three Total columns, which in this > case would be YTD. > > If you needed to modify from there, simply export or copy/paste to a > spreadsheet. > > Regards, > Adrien > > > > On Sep 19, 2018, at 3:30 PM, Robert Kushler wrote: > > > > I've created a budget by month, and want to produce a budget vs actual > > report for "year to date" (accumulated). The default report has each month > > in a separate column and shows the whole year. The Options pop-up does not > > include a way to modify the dates for the report. I've looked at the file > > "budget.scm", which seems to have code for date setting which is commented > > out (but the useless "Price source" option, which *does* appear in the > > pop-up, is not commented out). > > > > What's the deal? Thanks for any help/enlightenment you can provide. > > > > Regards, Rob Kushler > > ___ > > gnucash-user mailing list > > gnucash-user@gnucash.org > > To update your subscription preferences or to unsubscribe: > > https://lists.gnucash.org/mailman/listinfo/gnucash-user > > If you are using Nabble or Gmane, please see > > https://wiki.gnucash.org/wiki/Mailing_Lists for more information. > > - > > 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 > If you are using Nabble or Gmane, please see > https://wiki.gnucash.org/wiki/Mailing_Lists for more information. > - > 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 If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] date range on budget report
Updating did the trick. I played with the date options and tried something counter-intuitive that worked nicely and may be of interest to others: I set "start" to "Next" and "end" to "Current" (and also unchecked "Show Totals" on the Display tab). This produces a report with "budget vs actual to date" in the first two columns, "rest of year budget" in the third, and "rest of year actual" (all zeros, of course) in the fourth. Now I guess I will try customizing to remove the fourth column and tweak the column labels. Thanks again for setting me on the path to success. On Wed, Sep 19, 2018 at 5:33 PM Adrien Monteleone < adrien.montele...@lusfiber.net> wrote: > Rob, > > The options for the budget report do allow you to choose which periods you > want to report for. (at least as of v3.2) > > Look at the General tab starting with the Range checkbox. > > You could say, run the report for July, August, September (Q3) add the > Total and Difference columns (from the Display tab) and get a QTD report. > > If you included previous periods as a consolidated column, the first > column would be Q1 & Q2 combined, and your Totals would be YTD. > > Note, if you include periods AFTER the range, such as Q4 in this example, > then the Totals for Budget & Difference are for the full budget period, but > Actual is necessarily YTD. (perhaps if you have future transactions already > entered, this might not be the case, I haven’t tested) > > I don’t think you can get just the three totals columns by themselves YTD. > The best you could do is select the range as only the current period, > select to include prior periods consolidated, DO NOT include later periods, > and you’ll get a report with (as of today) Jan-Aug as a single column, > followed by September (current) followed by the three Total columns, which > in this case would be YTD. > > If you needed to modify from there, simply export or copy/paste to a > spreadsheet. > > Regards, > Adrien > > > > On Sep 19, 2018, at 3:30 PM, Robert Kushler wrote: > > > > I've created a budget by month, and want to produce a budget vs actual > > report for "year to date" (accumulated). The default report has each > month > > in a separate column and shows the whole year. The Options pop-up does > not > > include a way to modify the dates for the report. I've looked at the > file > > "budget.scm", which seems to have code for date setting which is > commented > > out (but the useless "Price source" option, which *does* appear in the > > pop-up, is not commented out). > > > > What's the deal? Thanks for any help/enlightenment you can provide. > > > > Regards, Rob Kushler > > ___ > > gnucash-user mailing list > > gnucash-user@gnucash.org > > To update your subscription preferences or to unsubscribe: > > https://lists.gnucash.org/mailman/listinfo/gnucash-user > > If you are using Nabble or Gmane, please see > https://wiki.gnucash.org/wiki/Mailing_Lists for more information. > > - > > 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 > If you are using Nabble or Gmane, please see > https://wiki.gnucash.org/wiki/Mailing_Lists for more information. > - > 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 If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] date range on budget report
I see that my version is older than I thought. I will try updating gnucash. Hope nothing breaks. :-)Rob On Wed, Sep 19, 2018 at 5:33 PM Adrien Monteleone < adrien.montele...@lusfiber.net> wrote: > Rob, > > The options for the budget report do allow you to choose which periods you > want to report for. (at least as of v3.2) > > Look at the General tab starting with the Range checkbox. > > You could say, run the report for July, August, September (Q3) add the > Total and Difference columns (from the Display tab) and get a QTD report. > > If you included previous periods as a consolidated column, the first > column would be Q1 & Q2 combined, and your Totals would be YTD. > > Note, if you include periods AFTER the range, such as Q4 in this example, > then the Totals for Budget & Difference are for the full budget period, but > Actual is necessarily YTD. (perhaps if you have future transactions already > entered, this might not be the case, I haven’t tested) > > I don’t think you can get just the three totals columns by themselves YTD. > The best you could do is select the range as only the current period, > select to include prior periods consolidated, DO NOT include later periods, > and you’ll get a report with (as of today) Jan-Aug as a single column, > followed by September (current) followed by the three Total columns, which > in this case would be YTD. > > If you needed to modify from there, simply export or copy/paste to a > spreadsheet. > > Regards, > Adrien > > > > On Sep 19, 2018, at 3:30 PM, Robert Kushler wrote: > > > > I've created a budget by month, and want to produce a budget vs actual > > report for "year to date" (accumulated). The default report has each > month > > in a separate column and shows the whole year. The Options pop-up does > not > > include a way to modify the dates for the report. I've looked at the > file > > "budget.scm", which seems to have code for date setting which is > commented > > out (but the useless "Price source" option, which *does* appear in the > > pop-up, is not commented out). > > > > What's the deal? Thanks for any help/enlightenment you can provide. > > > > Regards, Rob Kushler > > ___ > > gnucash-user mailing list > > gnucash-user@gnucash.org > > To update your subscription preferences or to unsubscribe: > > https://lists.gnucash.org/mailman/listinfo/gnucash-user > > If you are using Nabble or Gmane, please see > https://wiki.gnucash.org/wiki/Mailing_Lists for more information. > > - > > 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 > If you are using Nabble or Gmane, please see > https://wiki.gnucash.org/wiki/Mailing_Lists for more information. > - > 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 If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] date range on budget report
Adrien, Thanks for the quick response. However, I'm still stumped. You are referring to the General tab of the "Budget Report" pop-up window that appears when you hit the Options button when the report is open - right? (If not please elaborate.) As I explained (incompletely) in my message, there is no Range checkbox on the General tab (but there is a "Price Source" selection list). I do see the date setting options when I am working on a "Transaction Report", but not for this one (which was created using Reports > Budget > Budget Report). As I mentioned, this seems to be the result of the code in "budget.scm", which seems to need some tweaking which is beyond my pay grade. Regards,Rob On Wed, Sep 19, 2018 at 5:33 PM Adrien Monteleone < adrien.montele...@lusfiber.net> wrote: > Rob, > > The options for the budget report do allow you to choose which periods you > want to report for. (at least as of v3.2) > > Look at the General tab starting with the Range checkbox. > > You could say, run the report for July, August, September (Q3) add the > Total and Difference columns (from the Display tab) and get a QTD report. > > If you included previous periods as a consolidated column, the first > column would be Q1 & Q2 combined, and your Totals would be YTD. > > Note, if you include periods AFTER the range, such as Q4 in this example, > then the Totals for Budget & Difference are for the full budget period, but > Actual is necessarily YTD. (perhaps if you have future transactions already > entered, this might not be the case, I haven’t tested) > > I don’t think you can get just the three totals columns by themselves YTD. > The best you could do is select the range as only the current period, > select to include prior periods consolidated, DO NOT include later periods, > and you’ll get a report with (as of today) Jan-Aug as a single column, > followed by September (current) followed by the three Total columns, which > in this case would be YTD. > > If you needed to modify from there, simply export or copy/paste to a > spreadsheet. > > Regards, > Adrien > > > > On Sep 19, 2018, at 3:30 PM, Robert Kushler wrote: > > > > I've created a budget by month, and want to produce a budget vs actual > > report for "year to date" (accumulated). The default report has each > month > > in a separate column and shows the whole year. The Options pop-up does > not > > include a way to modify the dates for the report. I've looked at the > file > > "budget.scm", which seems to have code for date setting which is > commented > > out (but the useless "Price source" option, which *does* appear in the > > pop-up, is not commented out). > > > > What's the deal? Thanks for any help/enlightenment you can provide. > > > > Regards, Rob Kushler > > ___ > > gnucash-user mailing list > > gnucash-user@gnucash.org > > To update your subscription preferences or to unsubscribe: > > https://lists.gnucash.org/mailman/listinfo/gnucash-user > > If you are using Nabble or Gmane, please see > https://wiki.gnucash.org/wiki/Mailing_Lists for more information. > > - > > 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 > If you are using Nabble or Gmane, please see > https://wiki.gnucash.org/wiki/Mailing_Lists for more information. > - > 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 If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] date range on budget report
Rob, The options for the budget report do allow you to choose which periods you want to report for. (at least as of v3.2) Look at the General tab starting with the Range checkbox. You could say, run the report for July, August, September (Q3) add the Total and Difference columns (from the Display tab) and get a QTD report. If you included previous periods as a consolidated column, the first column would be Q1 & Q2 combined, and your Totals would be YTD. Note, if you include periods AFTER the range, such as Q4 in this example, then the Totals for Budget & Difference are for the full budget period, but Actual is necessarily YTD. (perhaps if you have future transactions already entered, this might not be the case, I haven’t tested) I don’t think you can get just the three totals columns by themselves YTD. The best you could do is select the range as only the current period, select to include prior periods consolidated, DO NOT include later periods, and you’ll get a report with (as of today) Jan-Aug as a single column, followed by September (current) followed by the three Total columns, which in this case would be YTD. If you needed to modify from there, simply export or copy/paste to a spreadsheet. Regards, Adrien > On Sep 19, 2018, at 3:30 PM, Robert Kushler wrote: > > I've created a budget by month, and want to produce a budget vs actual > report for "year to date" (accumulated). The default report has each month > in a separate column and shows the whole year. The Options pop-up does not > include a way to modify the dates for the report. I've looked at the file > "budget.scm", which seems to have code for date setting which is commented > out (but the useless "Price source" option, which *does* appear in the > pop-up, is not commented out). > > What's the deal? Thanks for any help/enlightenment you can provide. > > Regards, Rob Kushler > ___ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > If you are using Nabble or Gmane, please see > https://wiki.gnucash.org/wiki/Mailing_Lists for more information. > - > 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 If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
[GNC] date range on budget report
I've created a budget by month, and want to produce a budget vs actual report for "year to date" (accumulated). The default report has each month in a separate column and shows the whole year. The Options pop-up does not include a way to modify the dates for the report. I've looked at the file "budget.scm", which seems to have code for date setting which is commented out (but the useless "Price source" option, which *does* appear in the pop-up, is not commented out). What's the deal? Thanks for any help/enlightenment you can provide. Regards, Rob Kushler ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
