[GNC] Budget report problem

2023-03-04 Thread Ismael Smajli
  Hello   I use BUDGET   &   BUDGET REPORT in GNUCASH ver. 4.13.   For my BUDGET REPORT I   have   SHOW BUDGET, SHOW ACTUAL & SHOW DIFFERENCE in the display settings enabled.   Problem: In the   row   of one of my expense account (Service Charges) the report shows   in the columns

Re: [GNC] Budget report fails in multiple currencies

2023-01-09 Thread ml enquirer
Here is a pull request that demonstrates a "better" handling of the exchange. Basically, conversion to the report currency should happen *after* the balance change has been computed, not before. If it happens before, it makes the historical, cumulative total's exchange-rate fluctuation during the

Re: [GNC] Budget report fails in multiple currencies

2023-01-08 Thread ml enquirer
Yes, it's cumulative, which is a problem I think. Let: 0 indicate the opening of the book 1 indicate the start of the budget period in question 2 indicate the end of that period S_i indicates the sum of transactions since 0 at marker i, in the currency of the sub-account P_i indicates the sum of

Re: [GNC] Budget report fails in multiple currencies

2023-01-07 Thread Adrien Monteleone
As long as the change in value isn't cumulative, I would want to know. If I wanted to budget the same 'purchasing power' as last period/year, I would not want to budget the exact same nominal amount. (on that note, a feature to factor inflation for budgets would be swell!) But I do

Re: [GNC] Budget report fails in multiple currencies

2023-01-07 Thread ml enquirer
Hi Fred, Thanks for the thought! I agree the change in value is 10,000. My point is, basically, that I don't care about currency fluctuations in money already spent when planning *next* year's budget. But the 'problem' (which might just be that I need someone to explain what a 'budget' is!) is

Re: [GNC] Budget report fails in multiple currencies

2023-01-07 Thread Fred Bone
On 07 January 2023 at 10:21, ml enquirer said: > Just to add that I was wrong that this could be solved by making budgets > with a single period. I *think* this problem arises for any multi-currency > sub-accounts and becomes visible when you have a book which has been > running for many years.

Re: [GNC] Budget report fails in multiple currencies

2023-01-07 Thread ml enquirer
Just to add that I was wrong that this could be solved by making budgets with a single period. I *think* this problem arises for any multi-currency sub-accounts and becomes visible when you have a book which has been running for many years. In that circumstance, the 'actual' column is only

Re: [GNC] Budget report fails in multiple currencies

2023-01-07 Thread ml enquirer
Hi Adrien, Thanks for the mental bandwidth on this. I don't like replying inline, but I'm going to grit my teeth and do it here - forgive me! Cheers, D On Sat, Jan 7, 2023 at 12:47 AM Adrien Monteleone < adrien.montele...@lusfiber.net> wrote: > Christopher Lamm had been working on various

Re: [GNC] Budget report fails in multiple currencies

2023-01-06 Thread Adrien Monteleone
Christopher Lamm had been working on various aspects of the Budget Report not long ago. He may be able to squeeze in a look at this. He'll likely be the one to see your bug report and maybe shed light on the math logic. If I can find some time this weekend I'll test as well. I normally don't

Re: [GNC] Budget report fails in multiple currencies

2023-01-06 Thread ml enquirer
Dear all, I've done some digging, and Gnucash totals seem to be wrongly reported for budget reports with multi-currency sub-accounts. But I'm not an accountancy expert at all, so perhaps someone can explain the accounting logic behind it? Perhaps a report that can imply 1+1=3 should have a

Re: [GNC] Budget report fails in multiple currencies

2023-01-05 Thread ml enquirer
Hi! Any clues as to where to start to understand this odd budget report behaviour? Browsing the code, I wondered if I should start pulling the code apart here: https://github.com/Gnucash/gnucash/blob/master/gnucash/gnome/gnc-budget-view.c#L1011 to understand why the totals would be combined in

[GNC] Budget report fails in multiple currencies

2023-01-02 Thread ml enquirer
Dear all, I spend in two currencies and, historically, I chose to create separate accounts under each expense line for each currency. In future I will do this differently, employing trading accounts, but what I'm about to describe should still work. I budget in my 'home' currency, and the budget

Re: [GNC] budget report and scrolling

2021-12-28 Thread Adrien Monteleone
Not sure about LibreOffice, but for those on MacOS, Numbers.app lets you define 'groups' that you can expand and collapse with a click. You could then define each of your periods as a group, then expand/collapse to show/hide the Actual/Budget/Diff columns for each. Regards, Adrien On 8/6/21

Re: [GNC] Budget Report Liability "Act" VS Liability Report "Delta"

2021-11-29 Thread Christopher Lam
If this is the case, then this is very likely a genuine bug and would need a test data file, sample reports in Bugzilla. On Mon, 29 Nov 2021, 9:58 pm Charles Crossan, wrote: > I believe I found the answer to this. > > The Budget report (and the Transaction Report) are showing the "expected" >

Re: [GNC] Budget Report Liability "Act" VS Liability Report "Delta"

2021-11-29 Thread D. via gnucash-user
time. I believe Chris Lam has been the main person working on the reports; he may have more to say about the issue. David Original Message From: Charles Crossan Sent: Mon Nov 29 08:57:58 EST 2021 To: gnucash-user@gnucash.org Subject: Re: [GNC] Budget Report Liability "Ac

Re: [GNC] Budget Report Liability "Act" VS Liability Report "Delta"

2021-11-29 Thread Charles Crossan
I believe I found the answer to this. The Budget report (and the Transaction Report) are showing the "expected" values for changes to liability account balances - how much debt I actually paid off this month. The Net Worth Report (and Liabilities Over Time Report) also show "arguably correct"

[GNC] Budget Report Liability "Act" VS Liability Report "Delta"

2021-11-28 Thread Charles Crossan
Hello! I've been using GNUCash (gratefully, and happily) for 10 years, and this is my first time reaching out to the mailing list. I recently noticed that the "Budget Report" for the current period shows a different "Act" value for "changes in Liabilities" than the manually-calculated liability

Re: [GNC] Budget Report Questions

2021-10-11 Thread Steve Welch via gnucash-user
g (Moneydance, Quicken) are two basic reports: >> 1. Budget vs. Actual - year to date (YTD budget vs. YTD actuals) >> 2. Budget vs. Actual - annual (full year budget vs. YTD actuals) >> When I view the GNC “Budget Report” it looks like I’m seeing #2 >> above. How can I

Re: [GNC] Budget Report Questions

2021-10-10 Thread Jon Schewe
is simply > 1/12th of the annual total. > What I am used to using (Moneydance, Quicken) are two basic reports: > 1. Budget vs. Actual - year to date (YTD budget vs. YTD actuals) > 2. Budget vs. Actual - annual (full year budget vs. YTD actuals) > When I view the GNC “Budget Re

Re: [GNC] Budget Report Questions

2021-10-10 Thread Christopher Lam
t vs. YTD actuals) > 2. Budget vs. Actual - annual (full year budget vs. YTD actuals) > When I view the GNC “Budget Report” it looks like I’m seeing #2 above. > How can I view a report that shows #1 - YTD budget vs. YTD actuals? > Also, is there a way to collapse or hide the monthly col

[GNC] Budget Report Questions

2021-10-10 Thread Steve Welch via gnucash-user
basic reports: 1. Budget vs. Actual - year to date (YTD budget vs. YTD actuals) 2. Budget vs. Actual - annual (full year budget vs. YTD actuals) When I view the GNC “Budget Report” it looks like I’m seeing #2 above. How can I view a report that shows #1 - YTD budget vs. YTD actuals? Also

Re: [GNC] budget report and scrolling

2021-08-06 Thread Jon Schewe
On Fri, 2021-08-06 at 17:24 -0500, Tommy Trussell wrote: > On Fri, Aug 6, 2021 at 9:25 AM Jon Schewe wrote: > > I am using the budget report and it's working quite well, except > > for > > > > one thing. When I am viewing a whole year I need to scroll left and > > > > right to see columns later

Re: [GNC] budget report and scrolling

2021-08-06 Thread Tommy Trussell
On Fri, Aug 6, 2021 at 9:25 AM Jon Schewe wrote: > I am using the budget report and it's working quite well, except for > one thing. When I am viewing a whole year I need to scroll left and > right to see columns later in the year and when I do this I can't see > the labels on the left for the

[GNC] budget report and scrolling

2021-08-06 Thread Jon Schewe
I am using the budget report and it's working quite well, except for one thing. When I am viewing a whole year I need to scroll left and right to see columns later in the year and when I do this I can't see the labels on the left for the accounts. Does anyone have a good way around this? Just

[GNC] Budget Report - expressed as a percentage

2021-05-11 Thread Bruce Lang
Is there any possibility of considering adding to the Budget Report, the ability to select an option for the Diff column to display as a percentage of the Actual/Budget? It would make reporting somewhat more convenient. The feedback I receive from those who read the reports i they would prefer

Re: [GNC] Budget Report 3.10

2020-04-25 Thread Jon Schewe
h-user On > Behalf Of Adrien Monteleone > Sent: 16 April 2020 16:21 > To: Gnucash Users > Subject: Re: [GNC] Budget Report 3.10 > > I just ran a budget report and I’m seeing actual values, so it is not a > general bug. > > Double check that the right budget is sele

Re: [GNC] Budget Report 3.10

2020-04-17 Thread Thomas Salt
Subject: Re: [GNC] Budget Report 3.10 I just ran a budget report and I’m seeing actual values, so it is not a general bug. Double check that the right budget is selected in Options > General > Budget Regards, Adrien > On Apr 16, 2020 w16d107, at 4:16 AM, Thomas Salt wrote: >

Re: [GNC] Budget Report 3.10

2020-04-16 Thread Adrien Monteleone
I just ran a budget report and I’m seeing actual values, so it is not a general bug. Double check that the right budget is selected in Options > General > Budget Regards, Adrien > On Apr 16, 2020 w16d107, at 4:16 AM, Thomas Salt wrote: > > Hi Guys, >I have just tried to run

[GNC] Budget Report 3.10

2020-04-16 Thread Thomas Salt
Hi Guys, I have just tried to run the standard Budget Report. It shows my Budget Values, but no Actual values. If I click and open one of the categories all the entries are shown. Please can you advise. [A screenshot of a cell phone Description automatically generated] [A

Re: [GNC] Budget Report

2018-11-24 Thread stephen.m.butler51
Sent from my Verizon, Samsung Galaxy smartphone Original message From: DANIEL TREVORS Date: 11/23/18 17:34 (GMT-08:00) To: gnucash-user@gnucash.org Subject: [GNC] Budget Report I am a new user. I have built my chart of accounts and budget, but I cannot get actual numbers

[GNC] Budget Report

2018-11-23 Thread DANIEL TREVORS
I am a new user. I have built my chart of accounts and budget, but I cannot get actual numbers to show on the budget report. Help please? Dan Trevors ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to