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 <rkush...@gmail.com> 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 > <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 <rkush...@gmail.com> 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.
