Re: budget

[Gour]

On Wed, 20 Sep 2017 20:48:03 -0400
Phil Longstaff  wrote:

> There is no automatic carry over.

That would be a cool feature to enable so called 'envelope budgeting', iow.
creating yearly budget with a monthly estimation and then being able to see how
one does perform during the year...


Sincerely,
Gour

-- 
As a lamp in a windless place does not waver, so the transcendentalist,
whose mind is controlled, remains always steady in his meditation on the
transcendent self.


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Re: budget

[Dennis Powless]

Thanks, I figured it out, I just added the carryover to the actual expenses
from the previous month net.  I find the budget feature difficult to use in
gnucash, so made my own is LibreOffice.  I use the reports in gnucash quite
a bit to get data for the budget, only a few data points each pay period,
but works great.  I guess in a sense sorta a 'envelope budget' but not
fully like he intended.  However, it is a zero sum budget and very easy 'in
theory' to do with the help of gnucash, if one can limit your spending :)



D

On Thu, Sep 21, 2017 at 4:40 AM, Gour  wrote:

> On Wed, 20 Sep 2017 20:48:03 -0400
> Phil Longstaff  wrote:
>
> > There is no automatic carry over.
>
> That would be a cool feature to enable so called 'envelope budgeting', iow.
> creating yearly budget with a monthly estimation and then being able to
> see how
> one does perform during the year...
>
>
> Sincerely,
> Gour
>
> --
> As a lamp in a windless place does not waver, so the transcendentalist,
> whose mind is controlled, remains always steady in his meditation on the
> transcendent self.
>
>
> ___
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> Please remember to CC this list on all your replies.
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Re: budget

[Gour]

On Thu, 21 Sep 2017 06:21:53 -0400
Dennis Powless  wrote:

> Thanks, I figured it out, I just added the carryover to the actual
> expenses from the previous month net.  I find the budget feature
> difficult to use in gnucash, so made my own is LibreOffice.  I use
> the reports in gnucash quite a bit to get data for the budget, only a
> few data points each pay period, but works great.  I guess in a sense
> sorta a 'envelope budget' but not fully like he intended.  However,
> it is a zero sum budget and very easy 'in theory' to do with the help
> of gnucash, if one can limit your spending :)

If you can share more how do you combine Gnucash's data with
LibreOffice to have bette budget feature I'd certainly like to hear
considering I want to stay with Gnucash and not having required Guile
skills to do more?

Let me also add that here (in Croatia) we have a real need to do proper
budgeting. :-)


Sincerely,
Gour

-- 
One must deliver himself with the help of his mind, and not
degrade himself. The mind is the friend of the conditioned soul,
and his enemy as well.
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Re: Deleting an invoice or credit

[Derek Atkins]

John Morris  writes:

> Hi Derek,
>   I'm noticed the problem in the Easy Invoice report in the past. I
> don't have time right now to confirm the problem still exists. Given
> the current state of development, I have no confidence that the
> problem has been eliminated.

If you change the ID of the invoice and then refresh the report it
should find and use the new ID.  Please verify that this isn't the
case.  Note that you DO have to manually re-run the report.  An open
report wont notice the change in the underlying data.

> Best,
> John

>>> Please remember to CC this list on all your replies.
>>> You can do this by using Reply-To-List or Reply-All.

-derek
-- 
   Derek Atkins, SB '93 MIT EE, SM '95 MIT Media Laboratory
   Member, MIT Student Information Processing Board  (SIPB)
   URL: http://web.mit.edu/warlord/PP-ASEL-IA N1NWH
   warl...@mit.eduPGP key available
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Re: budget

[Dennis Powless]

I set up and 'programmed' a spreadsheet in LibreOffice.  One sheet has
discretionary spending with cells for amounts for that time period.  I used
the transaction report and limited it to the bank accounts used, certain
expense accounts and some transfers to fit my needs.  I then ran these and
just used the values, which were totals, ie fuel or groceries in the cells
in the spreadsheet.  It might take a bit of fiddling to get the reports
correct, with the right data etc...

I suppose if you had the time you could export to a csv file and code the
export to go to specific cells in the spreadsheet that might be a way to do
it.  Or, import the csv file (or whatever is available to export) to the
spreadsheet to specific cells would work too.   In theory, would work I
don't know the language used.  I can do MS Access to MS Excel, wonder if it
would be similar.

Dennis

On Thu, Sep 21, 2017 at 6:45 AM, Gour  wrote:

> On Thu, 21 Sep 2017 06:21:53 -0400
> Dennis Powless  wrote:
>
> > Thanks, I figured it out, I just added the carryover to the actual
> > expenses from the previous month net.  I find the budget feature
> > difficult to use in gnucash, so made my own is LibreOffice.  I use
> > the reports in gnucash quite a bit to get data for the budget, only a
> > few data points each pay period, but works great.  I guess in a sense
> > sorta a 'envelope budget' but not fully like he intended.  However,
> > it is a zero sum budget and very easy 'in theory' to do with the help
> > of gnucash, if one can limit your spending :)
>
> If you can share more how do you combine Gnucash's data with
> LibreOffice to have bette budget feature I'd certainly like to hear
> considering I want to stay with Gnucash and not having required Guile
> skills to do more?
>
> Let me also add that here (in Croatia) we have a real need to do proper
> budgeting. :-)
>
>
> Sincerely,
> Gour
>
> --
> One must deliver himself with the help of his mind, and not
> degrade himself. The mind is the friend of the conditioned soul,
> and his enemy as well.
> ___
> gnucash-user mailing list
> gnucash-user@gnucash.org
> 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.
>
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Re: budget

[Phil Longstaff]

I find envelope budgeting good for some expense types but not as good for
others. For something like groceries or rent which are even over the year,
it is good. For something like a trip which has 0 expense for most months
but a large expense in 1 month, it is not as good because to make it work
out over the year, you need to budget the expense over 12 months. On the
other hand, if you think of the budget as "put money away for the upcoming
trip", then it does work out. Put $200 per month into savings and then when
it gets big enough, spend it on the trip.

I haven't had much time to spend recently on the budget code but do hope to
get back to it.

Phil

On Thu, Sep 21, 2017 at 4:40 AM, Gour  wrote:

> On Wed, 20 Sep 2017 20:48:03 -0400
> Phil Longstaff  wrote:
>
> > There is no automatic carry over.
>
> That would be a cool feature to enable so called 'envelope budgeting', iow.
> creating yearly budget with a monthly estimation and then being able to
> see how
> one does perform during the year...
>
>
> Sincerely,
> Gour
>
> --
> As a lamp in a windless place does not waver, so the transcendentalist,
> whose mind is controlled, remains always steady in his meditation on the
> transcendent self.
>
>
> ___
> gnucash-user mailing list
> gnucash-user@gnucash.org
> 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.
>
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Re: Unit Trusts assistance development

[Aaron Laws]

On Sun, Sep 17, 2017 at 3:27 PM, Hylton Conacher (ZR1HPC) <
hyl...@conacher.co.za> wrote:

>
> John, whilst I respect your contribution i.t.o. development of GnuCash, I
> feel you certainly need to take a refresher course in customer service.


Whereas gnucash is Free Software (I'm not talking about cost), the
developers are volunteers, and there are no customers of GnuCash, I
strongly disagree. Nobody is entitled to receive help with Free Software.
Instead, the appropriate response to developers' and expert users'
responding to inquiries rather than spending their time sitting in a sauna
is thankfulness.
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Re: budget

[Gour]

On Thu, 21 Sep 2017 09:50:45 -0400
Phil Longstaff  wrote:

> I find envelope budgeting good for some expense types but not as good for
> others. 

:-)

> For something like groceries or rent which are even over the year, it is
> good. For something like a trip which has 0 expense for most months but a
> large expense in 1 month, it is not as good because to make it work out over
> the year, you need to budget the expense over 12 months. On the other hand,
> if you think of the budget as "put money away for the upcoming trip", then it
> does work out. Put $200 per month into savings and then when it gets big
> enough, spend it on the trip.

Correct.

I want to create a budget for the whole year...most of expenses are
'monthly-regular', but e.g. I'd like that for non-regular expenses like
car-insurance, utility bills for heating etc. to take into account that those
are not evenly distributed and/or do happen just once in year, so e.g. if total
cost of re-registering/insurance of my car does cost $600, it would be nice
that budget's Estimate function would distribute it as $50/month (although
Doug's Average report does compensate it), so that I can know that in my
spending I have to put $50 aside per month to take into account such
one-time-expense-per-year.

> I haven't had much time to spend recently on the budget code but do hope to
> get back to it.

Doug's report makes me enthusiastic to learn some Scheme/Guile, but here I do
wonder whether the above-discussed budget features could by solved by it or do
they require C-surgery?


Sincerely,
Gour

-- 
What is night for all beings is the time of awakening
for the self-controlled; and the time of awakening for
all beings is night for the introspective sage.


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Re: budget

[Matthew Pounsett]

On 21 September 2017 at 09:50, Phil Longstaff 
wrote:

> I find envelope budgeting good for some expense types but not as good for
> others. For something like groceries or rent which are even over the year,
> it is good. For something like a trip which has 0 expense for most months
> but a large expense in 1 month, it is not as good because to make it work
> out over the year, you need to budget the expense over 12 months. On the
> other hand, if you think of the budget as "put money away for the upcoming
> trip", then it does work out. Put $200 per month into savings and then when
> it gets big enough, spend it on the trip.
>
> I've taken a more direct tack with envelope budgeting.   For example,
assuming the savings account Assets:Current Assets:Savings Account
represents a real bank account, I have also created Assets:Current
Assets:Savings Account:Travel, and have a monthly auto transaction that
transfers money to the Travel subaccount from its parent account.  This
goes in my budget as a monthly transfer (stashing cash in an envelope) and
then comes out in large chunks as its spent on trips.

This also works well with other expense types where I have to make
absolutely certain that an amount of money in my accounts is clearly
"reserved" for a specific purpose, but where there isn't a regular monthly
expense (e.g. property taxes, which are billed six times a year here, at
apparently irregular intervals).

In the accounts list, comparing the "Balance" to the "Total" columns shows
the difference between what's in the real bank account vs. what's
"unreserved" (or, not transferred to a subaccount).

The only thing I haven't worked out is Present is to Total as  is to
Balance.  This would be helpful for distinguishing the two when
future-dated transactions are in use.
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RE: Deleting an invoice or credit

[rmomxtx]

I found the regex options in the dropdown menu, matches regex and does not
match regex. The system requires something in the search criteria window.
Not being sure what to put I typed "regex." Seems to work even with Invoice
ID/contains/"regex" but to get results I had to hit the find button twice. 

Selecting "does not match regex" and typing "regex" in the search criteria
window produces a list of all the invoices with only one press of the find
button.

Is there a different word I should be typing in the search criteria window
to get a list of all the invoices?

The results are displayed in the search window. Kind of small but better
than nothing. Is that as it should be? Would be nice to display them in a
journal format.

What does regex mean? Will help to understand what the dropdown menu options
should produce. 

Thank you,
Roger 

-Original Message-
From: Derek Atkins [mailto:warl...@mit.edu] 
Sent: Wednesday, September 20, 2017 9:35 AM
To: rmom...@gmail.com
Cc: gnucash-user@gnucash.org
Subject: Re: Deleting an invoice or credit

 writes:

> Got it. Thanks. Being able to delete an invoice/credit note would be a 
> nice feature to see someday.
>
>  
>
> Is there a register where you can see all the invoices or do you have 
> to look for them one at a time?

There is no register, but you can search for "all" of them:

Business -> Customer -> Find Invoice
[InvoiceID] [Matches Regex] .

Yes, that is a regex of a single period.  That will bring up a list of all
invoices.

> Please remember to CC this list on all your replies.
> You can do this by using Reply-To-List or Reply-All.

-derek

-- 
   Derek Atkins, SB '93 MIT EE, SM '95 MIT Media Laboratory
   Member, MIT Student Information Processing Board  (SIPB)
   URL: http://web.mit.edu/warlord/PP-ASEL-IA N1NWH
   warl...@mit.eduPGP key available

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RE: Deleting an invoice or credit

[Derek Atkins]

Hi.

As I said in my original reply:

 [Matches Regex]  .

You should type '.' (without the quotes) -- as I said in my reply.

Regex == Regular Expression

If you want them in a journal format, open your A/R account.

-derek

On Thu, September 21, 2017 2:42 pm, rmom...@gmail.com wrote:
> I found the regex options in the dropdown menu, matches regex and does not
> match regex. The system requires something in the search criteria window.
> Not being sure what to put I typed "regex." Seems to work even with
> Invoice
> ID/contains/"regex" but to get results I had to hit the find button twice.
>
> Selecting "does not match regex" and typing "regex" in the search criteria
> window produces a list of all the invoices with only one press of the find
> button.
>
> Is there a different word I should be typing in the search criteria window
> to get a list of all the invoices?
>
> The results are displayed in the search window. Kind of small but better
> than nothing. Is that as it should be? Would be nice to display them in a
> journal format.
>
> What does regex mean? Will help to understand what the dropdown menu
> options
> should produce.
>
> Thank you,
> Roger
>
> -Original Message-
> From: Derek Atkins [mailto:warl...@mit.edu]
> Sent: Wednesday, September 20, 2017 9:35 AM
> To: rmom...@gmail.com
> Cc: gnucash-user@gnucash.org
> Subject: Re: Deleting an invoice or credit
>
>  writes:
>
>> Got it. Thanks. Being able to delete an invoice/credit note would be a
>> nice feature to see someday.
>>
>>
>>
>> Is there a register where you can see all the invoices or do you have
>> to look for them one at a time?
>
> There is no register, but you can search for "all" of them:
>
> Business -> Customer -> Find Invoice
> [InvoiceID] [Matches Regex] .
>
> Yes, that is a regex of a single period.  That will bring up a list of all
> invoices.
>
>> Please remember to CC this list on all your replies.
>> You can do this by using Reply-To-List or Reply-All.
>
> -derek
>
> --
>Derek Atkins, SB '93 MIT EE, SM '95 MIT Media Laboratory
>Member, MIT Student Information Processing Board  (SIPB)
>URL: http://web.mit.edu/warlord/PP-ASEL-IA N1NWH
>warl...@mit.eduPGP key available
>
>


-- 
   Derek Atkins 617-623-3745
   de...@ihtfp.com www.ihtfp.com
   Computer and Internet Security Consultant

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RE: Deleting an invoice or credit

[rmomxtx]

That worked. Clearer answer. The "." in the original looked like a period at 
the end of your sentence. 😉 Thanks!

 

-Original Message-
From: Derek Atkins [mailto:de...@ihtfp.com] 
Sent: Thursday, September 21, 2017 1:47 PM
To: rmom...@gmail.com
Cc: gnucash-user@gnucash.org
Subject: RE: Deleting an invoice or credit

 

Hi.

 

As I said in my original reply:

 

[Matches Regex]  .

 

You should type '.' (without the quotes) -- as I said in my reply.

 

Regex == Regular Expression

 

If you want them in a journal format, open your A/R account.

 

-derek

 

On Thu, September 21, 2017 2:42 pm,   
rmom...@gmail.com wrote:

> I found the regex options in the dropdown menu, matches regex and does 

> not match regex. The system requires something in the search criteria window.

> Not being sure what to put I typed "regex." Seems to work even with 

> Invoice ID/contains/"regex" but to get results I had to hit the find 

> button twice.

> 

> Selecting "does not match regex" and typing "regex" in the search 

> criteria window produces a list of all the invoices with only one 

> press of the find button.

> 

> Is there a different word I should be typing in the search criteria 

> window to get a list of all the invoices?

> 

> The results are displayed in the search window. Kind of small but 

> better than nothing. Is that as it should be? Would be nice to display 

> them in a journal format.

> 

> What does regex mean? Will help to understand what the dropdown menu 

> options should produce.

> 

> Thank you,

> Roger

> 

> -Original Message-

> From: Derek Atkins [  mailto:warl...@mit.edu]

> Sent: Wednesday, September 20, 2017 9:35 AM

> To:   rmom...@gmail.com

> Cc:   gnucash-user@gnucash.org

> Subject: Re: Deleting an invoice or credit

> 

> <  rmom...@gmail.com> writes:

> 

>> Got it. Thanks. Being able to delete an invoice/credit note would be 

>> a nice feature to see someday.

>> 

>> 

>> 

>> Is there a register where you can see all the invoices or do you have 

>> to look for them one at a time?

> 

> There is no register, but you can search for "all" of them:

> 

> Business -> Customer -> Find Invoice

> [InvoiceID] [Matches Regex] .

> 

> Yes, that is a regex of a single period.  That will bring up a list of 

> all invoices.

> 

>> Please remember to CC this list on all your replies.

>> You can do this by using Reply-To-List or Reply-All.

> 

> -derek

> 

> --

>Derek Atkins, SB '93 MIT EE, SM '95 MIT Media Laboratory

>Member, MIT Student Information Processing Board  (SIPB)

>URL:   http://web.mit.edu/warlord/
> PP-ASEL-IA N1NWH

>  warl...@mit.eduPGP 
> key available

> 

> 

 

 

-- 

   Derek Atkins 617-623-3745

 de...@ihtfp.com  
 www.ihtfp.com

   Computer and Internet Security Consultant

 

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Re: GnuCash: Multiple Views Of Data

[Cindy Doughty]

For reports with keywords, try using the multi column report in the post

This may help with Quicken Classes - new report with multiple column


Doug Doughty


On Wed, Sep 20, 2017 at 5:56 PM, DaveC49  wrote:

> Hi Charles,
>
> Take a look at report options and customization.
> https://www.gnucash.org/docs/v2.6/C/gnucash-guide/ch_reports.html
>
> You can setup specific options for a report and then save it for future
> use.
>
> David
>
>
>
> -
> David Cousens
> --
> Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html
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