Perfect Adrian! Setting the budget option 'beginning on' to the dated I want the budget report to start works even if I do not enter any budget amounts.
Thanks again for your help. I can now report the balances for all accounts for multiple months in a single report for any accounting period. Regards, Julian On Wed., Aug. 31, 2022, 1:03 a.m. Adrien Monteleone, < adrien.montele...@lusfiber.net> wrote: > Ah, you may indeed have to create a budget even if there are no budgeted > figures. My memory is a bit fuzzy on that point, but I think the budget > report will require you specify a budget, which defines what the periods > are, and those are fixed with absolute dates. It is not a sliding window > like 'this year' that other reports offer. So you set up a new 'budget', > put no figures in it (unless you want to) define the time frame of the > budget to the reporting period you want (say, 1/22—12/22), then run a > Budget Report for that 'budget' you just defined, turning off Actuals, > Difference, and various subtotals, et cetera as needed to clean it up. > > Another option, though the layout may not be desirable, is the > Transaction Report selecting the desired accounts, then removing as much > info as possible, and including the 'table' option. That *might* get you > close. But I think the Budget Report is closer if you can get the > reporting period to line up. > > A further alternative would be separate Income Statement & Balance Sheet > reports. (if you want to export to a spreadsheet) > > If you just want to view it on screen, then you can create a custom > multi-column report with both of those. Note, the multi-column report is > more than just 'columns' and more like specifying layout. (you can have > more than one report in a single 'column' if I recall correctly) It is > possible to use this to create a 'dashboard' of sorts with various > reports/charts in its own tab. > > Regards, > Adrien > > On 8/30/22 11:51 PM, Pa In wrote: > > I did look at the budget report but when I manually select the range of > > budget periods 1 to 60 the first column shows balances for 2015-03 (when > I > > first started using GnuCash) and 2020-01 respectively. I can't figure > out > > how to 'advance' the date for period 1 so that it captures more recent > > activity. > > > _______________________________________________ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > ----- > 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 ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
