Steve, In the report options I believe you will find the following settings useful.
Under the display tab: I have Budget and Actual turned off and Difference turned on. This fits with my idea of envelope budgeting. You should experiment with which of these 3 columns you find the most useful. Under the general tab: Check "Use accumulated amounts" Check "Report for range of budget periods" Range Start: Current budget period Range End: Next budget period Check "Include collapsed periods before selected" Check "Include collapsed periods after selected" Jon On Sun, 2021-10-10 at 18:20 -0400, Steve Welch via gnucash-user wrote: > I apologize in advance if the answers to these questions are > painfully obvious. I have tried to read the resources provided but > no luck so far. > I set up my budget with 12 periods (months) - each item 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 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 columns so that > I can see the totals (far right) next to the account names? With 12 > months displayed, I have to constantly scroll left - right to see the > name and then the totals. > Finally, is “Budget Report” the only one that shows budgeted figures > next to actuals? I haven’t found any others but wanted to be sure. > > Again, sorry if I’m missing something simple here. And thanks! > > Steve > _______________________________________________ > 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.
