Re: [GNC] Budget Questions and Observations

[Christopher Lam]

First, what is your global Reverse Balanced preference (Edit / Preference /
Accounts / Reversed Balance)?

On Thu, 12 Dec 2019 at 07:07, Tommy Trussell 
wrote:

> Does anyone use the Budget features in GnuCash? I have been giving it a try
> and am finding some aspects quite puzzling. I have never been trained in
> budgets so maybe I need to read up on some particular methodology to make
> better sense of it. Maybe someone can weigh in with some background.
>
> A few weeks ago I asked about the lack of account codes in budgets and
> budget reports and got no response. I wasn't surprised as I am sure very
> few folks use account codes in GnuCash. I did open bug #797489.
> https://bugs.gnucash.org/show_bug.cgi?id=797489
>
> My greatest astonishment with Budgets has been that all the INCOME numbers
> on the budget show as NEGATIVE. Is this by design? I have concluded this
> must be a bug, but maybe I'm doing something wrong, so I thought I would
> ask here before reporting it.
>
> As a result of the negative income figures, to project budgeted income I
> have to enter income figures into the budget as negatives. Regardless the
> budgeted and actuals (by default) "normally" get displayed RED. (!) Then
> when I'm looking at the numbers, I have to tell myself that when looking at
> incomes, negative (red) incomes and differences are "good" and positive
> (black) income difference numbers are "bad." Is that right? I'm never
> certain. But I'm easily confused. Well, needless to say budgeted income
> numbers are darned hard to read.
>
> I keep wanting a way to pair up particular income and expense accounts in a
> budget so they offset each other. I realize this may be beyond the scope of
> the budget feature, but that one thing would it a lot easier to track
> encumbered or designated funds. (The budget I'm working with is for a
> church.) While I'm wishing, maybe budget and actual income and expense
> amounts could be grouped and added or subtracted usefully using some
> additional factor, such as account codes or search strings.
>
> When entering budget amounts it would sometimes be useful to be able to
> enter one annual amount OR separate monthly budget amounts. But even with
> the existing design, when entering budget figures over multiple months it
> would be great if GnuCash could handle the math rather than having to
> divide by 12 on a calculator. At the very least it could parse math
> expressions like it does in the registers. I opened bug #727488 for this
> one.
> https://bugs.gnucash.org/show_bug.cgi?id=797488
>
> GnuCash contains several specialized Budget reports... but I suspect most
> haven't been fully implemented or tested. (I haven't opened any bugs for
> the following.)
>
> The "Budget Report" works pretty well, but if you turn on all the columns
> and try to print it, you lose everything off the right side. (In other
> words, the report paginates properly vertically, but not horizontally.)
>
> Fortunately the Budget Report exports quite easily, so I can turn on as
> many columns I want and export the report and import it into a spreadsheet.
> With reformatting (like changing fonts and freezing column and row
> headings), a spreadsheet is a great way to view the budget numbers.
> Unfortunately copying and pasting into a spreadsheet from this report
> doesn't work reliably. You have to use the export feature.
>
> The Budget Chart report works, after a fashion. But its two chart options
> are limited and inflexible. I suspect exporting the Budget Report to a
> spreadsheet would be a better basis for generating charts.
>
> I am not certain I understand the purpose of the "Budget Income Statement"
> or "Budget Profit & Loss" They seem to show only budgeted amounts, not
> actuals. Are they intended to "test" a proposed budget for sanity? My
> negative budget amounts to workaround the negative income numbers (noted
> above) are not compatible with these reports because they work just the
> same as GnuCash's regular reports elsewhere.
>
> The "Budget Balance Sheet" and "Budget Flow" reports ... I do not
> understand how these reports could ever be used. What is the effective date
> of the Balance Sheet? It's not labeled, nor is it adjustable (unless I
> missed something). The flow report has no label to show the selected budget
> period, and no labels over the columns, so even if it contains some useful
> data, it's inscrutable. Furthermore, the flow report provides only a very
> limited period display option -- just one period at a time, no multiple
> period options.
> ___
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> https://lists.gnucash.org/mailman/listinfo/gnucash-user
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Re: [GNC] Budget Questions and Observations

[David T. via gnucash-user]

Chris's,
Bug 780717?
 
 
  On Thu, Dec 12, 2019 at 13:40, Christopher Lam 
wrote:   First, what is your global Reverse Balanced preference (Edit / 
Preference /
Accounts / Reversed Balance)?

On Thu, 12 Dec 2019 at 07:07, Tommy Trussell 
wrote:

> Does anyone use the Budget features in GnuCash? I have been giving it a try
> and am finding some aspects quite puzzling. I have never been trained in
> budgets so maybe I need to read up on some particular methodology to make
> better sense of it. Maybe someone can weigh in with some background.
>
> A few weeks ago I asked about the lack of account codes in budgets and
> budget reports and got no response. I wasn't surprised as I am sure very
> few folks use account codes in GnuCash. I did open bug #797489.
> https://bugs.gnucash.org/show_bug.cgi?id=797489
>
> My greatest astonishment with Budgets has been that all the INCOME numbers
> on the budget show as NEGATIVE. Is this by design? I have concluded this
> must be a bug, but maybe I'm doing something wrong, so I thought I would
> ask here before reporting it.
>
> As a result of the negative income figures, to project budgeted income I
> have to enter income figures into the budget as negatives. Regardless the
> budgeted and actuals (by default) "normally" get displayed RED. (!) Then
> when I'm looking at the numbers, I have to tell myself that when looking at
> incomes, negative (red) incomes and differences are "good" and positive
> (black) income difference numbers are "bad." Is that right? I'm never
> certain. But I'm easily confused. Well, needless to say budgeted income
> numbers are darned hard to read.
>
> I keep wanting a way to pair up particular income and expense accounts in a
> budget so they offset each other. I realize this may be beyond the scope of
> the budget feature, but that one thing would it a lot easier to track
> encumbered or designated funds. (The budget I'm working with is for a
> church.) While I'm wishing, maybe budget and actual income and expense
> amounts could be grouped and added or subtracted usefully using some
> additional factor, such as account codes or search strings.
>
> When entering budget amounts it would sometimes be useful to be able to
> enter one annual amount OR separate monthly budget amounts. But even with
> the existing design, when entering budget figures over multiple months it
> would be great if GnuCash could handle the math rather than having to
> divide by 12 on a calculator. At the very least it could parse math
> expressions like it does in the registers. I opened bug #727488 for this
> one.
> https://bugs.gnucash.org/show_bug.cgi?id=797488
>
> GnuCash contains several specialized Budget reports... but I suspect most
> haven't been fully implemented or tested. (I haven't opened any bugs for
> the following.)
>
> The "Budget Report" works pretty well, but if you turn on all the columns
> and try to print it, you lose everything off the right side. (In other
> words, the report paginates properly vertically, but not horizontally.)
>
> Fortunately the Budget Report exports quite easily, so I can turn on as
> many columns I want and export the report and import it into a spreadsheet.
> With reformatting (like changing fonts and freezing column and row
> headings), a spreadsheet is a great way to view the budget numbers.
> Unfortunately copying and pasting into a spreadsheet from this report
> doesn't work reliably. You have to use the export feature.
>
> The Budget Chart report works, after a fashion. But its two chart options
> are limited and inflexible. I suspect exporting the Budget Report to a
> spreadsheet would be a better basis for generating charts.
>
> I am not certain I understand the purpose of the "Budget Income Statement"
> or "Budget Profit & Loss" They seem to show only budgeted amounts, not
> actuals. Are they intended to "test" a proposed budget for sanity? My
> negative budget amounts to workaround the negative income numbers (noted
> above) are not compatible with these reports because they work just the
> same as GnuCash's regular reports elsewhere.
>
> The "Budget Balance Sheet" and "Budget Flow" reports ... I do not
> understand how these reports could ever be used. What is the effective date
> of the Balance Sheet? It's not labeled, nor is it adjustable (unless I
> missed something). The flow report has no label to show the selected budget
> period, and no labels over the columns, so even if it contains some useful
> data, it's inscrutable. Furthermore, the flow report provides only a very
> limited period display option -- just one period at a time, no multiple
> period options.
> ___
> 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

Re: [GNC] Invoice date field starts too narrow

[David Carlson]

Axel,

Your attachment did not make it as far as my inbox, but your description is
very clear to me.  However, I am not a developer, and I do not have any
experience to offer suggestions for your issue with GnuCash.  I do not know
if it is an issue that is an artifact of the fact that your date format is
not the U.S default, for example.

Good luck.
David Carlson

On Thu, Dec 12, 2019 at 1:46 AM Axel Essbaum  wrote:

>
> Trying again with attachment at the very end.
>
> GC retains the column width for each invoice over the life of that
> invoice.  The issue is that new invoices don't inherit any of this - they
> all start with a narrow date field.
>
> See at the bottom (I hope). I can't tell if  the date of the bottom line
> is 01.12.2019 or 11.12 or 21.12, etc. without clicking on the calendar
> selector.  So I widen the Date field, and then shrink some other field to
> remove the created horizontal scrollbar.  For every invoice I create.
>
> Thanks,
>
> - Axel
>
> —
> Axel Essbaum
> a...@essbaum.com
>
>
>
> > On 12 Dec 2019, at 05:17, John Ralls  wrote:
> >
> > Axel,
> >
> > Also make sure they're on the end of the email after all text including
> signatures. The list server eats inline attachments.
> >
> > GnuCash is supposed to remember things like column widths so that you
> need set them only once. Is that not working for the Invoice date
> column--or perhaps any invoice columns?
> >
> > Regards,
> > John Ralls
> >
> >
> >> On Dec 11, 2019, at 3:52 PM, Frank H. Ellenberger <
> frank.h.ellenber...@gmail.com> wrote:
> >>
> >> Hi Axel
> >>
> >> Am Mi., 11. Dez. 2019 um 08:53 Uhr schrieb Axel Essbaum <
> a...@essbaum.com>:
> >>>
> >>>
> >>> Hi All,
> >>>
> >>> MacOS Mojave, GnuCash 3.6.  Pictures say it all (hope this list allows
> attachments!)
> >> :
> >> There was no attachment, neither in the mail nor on the server:
> >>
> https://lists.gnucash.org/pipermail/gnucash-user/2019-December/088216.html
> >>
> >> That might be caused by sending mails in HTML format. In text format,
> >> attachments should go through.
> >>
> >> Regards
> >> Frank
> >> ___
> >> 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
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>


-- 
David Carlson
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Re: [GNC] Invoice date field starts too narrow

[Greg Feneis]

No attachment here either, and not a final solution, but I think the
invoice columns auto size if you double click on the column header.

Double click any column header that's over a too narrow column first, then
double click the header over the description column and it will give up
enough of any excess width to normalize the window width, which should
eliminate the horizontal scroll bar.

Kind regards, Greg Feneis
(Pixel 3)


On Thu, Dec 12, 2019, 06:35 David Carlson 
wrote:

> Axel,
>
> Your attachment did not make it as far as my inbox, but your description is
> very clear to me.  However, I am not a developer, and I do not have any
> experience to offer suggestions for your issue with GnuCash.  I do not know
> if it is an issue that is an artifact of the fact that your date format is
> not the U.S default, for example.
>
> Good luck.
> David Carlson
>
> On Thu, Dec 12, 2019 at 1:46 AM Axel Essbaum  wrote:
>
> >
> > Trying again with attachment at the very end.
> >
> > GC retains the column width for each invoice over the life of that
> > invoice.  The issue is that new invoices don't inherit any of this - they
> > all start with a narrow date field.
> >
> > See at the bottom (I hope). I can't tell if  the date of the bottom line
> > is 01.12.2019 or 11.12 or 21.12, etc. without clicking on the calendar
> > selector.  So I widen the Date field, and then shrink some other field to
> > remove the created horizontal scrollbar.  For every invoice I create.
> >
> > Thanks,
> >
> > - Axel
> >
> > —
> > Axel Essbaum
> > a...@essbaum.com
> >
> >
> >
> > > On 12 Dec 2019, at 05:17, John Ralls  wrote:
> > >
> > > Axel,
> > >
> > > Also make sure they're on the end of the email after all text including
> > signatures. The list server eats inline attachments.
> > >
> > > GnuCash is supposed to remember things like column widths so that you
> > need set them only once. Is that not working for the Invoice date
> > column--or perhaps any invoice columns?
> > >
> > > Regards,
> > > John Ralls
> > >
> > >
> > >> On Dec 11, 2019, at 3:52 PM, Frank H. Ellenberger <
> > frank.h.ellenber...@gmail.com> wrote:
> > >>
> > >> Hi Axel
> > >>
> > >> Am Mi., 11. Dez. 2019 um 08:53 Uhr schrieb Axel Essbaum <
> > a...@essbaum.com>:
> > >>>
> > >>>
> > >>> Hi All,
> > >>>
> > >>> MacOS Mojave, GnuCash 3.6.  Pictures say it all (hope this list
> allows
> > attachments!)
> > >> :
> > >> There was no attachment, neither in the mail nor on the server:
> > >>
> >
> https://lists.gnucash.org/pipermail/gnucash-user/2019-December/088216.html
> > >>
> > >> That might be caused by sending mails in HTML format. In text format,
> > >> attachments should go through.
> > >>
> > >> Regards
> > >> Frank
> > >> ___
> > >> 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.
> >
>
>
> --
> David Carlson
> ___
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> You can do this by using Reply-To-List or Reply-All.
>
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Re: [GNC] Invoice date field starts too narrow

[Axel Essbaum]

Hi Greg,

Thanks for the suggestion.  Double-clicking on the date header collapses the 
column even further, so that the entire day part of the date (I use format 
day.month.year) on the bottom line disappears off the left side of the screen.

:-(

- Axel

—
Axel Essbaum
a...@essbaum.com



> On 12 Dec 2019, at 17:05, Greg Feneis  wrote:
> 
> No attachment here either, and not a final solution, but I think the
> invoice columns auto size if you double click on the column header.
> 
> Double click any column header that's over a too narrow column first, then
> double click the header over the description column and it will give up
> enough of any excess width to normalize the window width, which should
> eliminate the horizontal scroll bar.
> 
> Kind regards, Greg Feneis
> (Pixel 3)
> 
> 
> On Thu, Dec 12, 2019, 06:35 David Carlson 
> wrote:
> 
>> Axel,
>> 
>> Your attachment did not make it as far as my inbox, but your description is
>> very clear to me.  However, I am not a developer, and I do not have any
>> experience to offer suggestions for your issue with GnuCash.  I do not know
>> if it is an issue that is an artifact of the fact that your date format is
>> not the U.S default, for example.
>> 
>> Good luck.
>> David Carlson
>> 
>> On Thu, Dec 12, 2019 at 1:46 AM Axel Essbaum  wrote:
>> 
>>> 
>>> Trying again with attachment at the very end.
>>> 
>>> GC retains the column width for each invoice over the life of that
>>> invoice.  The issue is that new invoices don't inherit any of this - they
>>> all start with a narrow date field.
>>> 
>>> See at the bottom (I hope). I can't tell if  the date of the bottom line
>>> is 01.12.2019 or 11.12 or 21.12, etc. without clicking on the calendar
>>> selector.  So I widen the Date field, and then shrink some other field to
>>> remove the created horizontal scrollbar.  For every invoice I create.
>>> 
>>> Thanks,
>>> 
>>> - Axel
>>> 
>>> —
>>> Axel Essbaum
>>> a...@essbaum.com
>>> 
>>> 
>>> 
 On 12 Dec 2019, at 05:17, John Ralls  wrote:
 
 Axel,
 
 Also make sure they're on the end of the email after all text including
>>> signatures. The list server eats inline attachments.
 
 GnuCash is supposed to remember things like column widths so that you
>>> need set them only once. Is that not working for the Invoice date
>>> column--or perhaps any invoice columns?
 
 Regards,
 John Ralls
 
 
> On Dec 11, 2019, at 3:52 PM, Frank H. Ellenberger <
>>> frank.h.ellenber...@gmail.com> wrote:
> 
> Hi Axel
> 
> Am Mi., 11. Dez. 2019 um 08:53 Uhr schrieb Axel Essbaum <
>>> a...@essbaum.com>:
>> 
>> 
>> Hi All,
>> 
>> MacOS Mojave, GnuCash 3.6.  Pictures say it all (hope this list
>> allows
>>> attachments!)
> :
> There was no attachment, neither in the mail nor on the server:
> 
>>> 
>> https://lists.gnucash.org/pipermail/gnucash-user/2019-December/088216.html
> 
> That might be caused by sending mails in HTML format. In text format,
> attachments should go through.
> 
> Regards
> Frank
> ___
> 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.
>>> 
>> 
>> 
>> --
>> David Carlson
>> ___
>> gnucash-user mailing list
>> gnucash-user@gnucash.org
>> To update your subscription preferences or to unsubscribe:
>> https://lists.gnucash.org/mailman/listinfo/gnucash-user
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>> 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
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> 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 
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> -
> Please remember to CC this list on all your replies.

Re: [GNC] Invoice date field starts too narrow

[D via gnucash-user]

Axel, 

Just to confirm that you're not going crazy, I've seen the same behavior on the 
date field for a long time. As you describe, the date field width is optimized 
for display without the drop down triangle; the triangle causes erroneous 
display as you describe. I seem to fecal that the register does not remember 
your setting from session to session, but I could be misremembering.  My only 
fix has been to manually adjust the date column width.

David

On December 12, 2019, at 9:44 PM, Axel Essbaum  wrote:


Hi Greg,

Thanks for the suggestion.  Double-clicking on the date header collapses the 
column even further, so that the entire day part of the date (I use format 
day.month.year) on the bottom line disappears off the left side of the screen.

:-(

- Axel

—
Axel Essbaum
a...@essbaum.com



> On 12 Dec 2019, at 17:05, Greg Feneis  wrote:
> 
> No attachment here either, and not a final solution, but I think the
> invoice columns auto size if you double click on the column header.
> 
> Double click any column header that's over a too narrow column first, then
> double click the header over the description column and it will give up
> enough of any excess width to normalize the window width, which should
> eliminate the horizontal scroll bar.
> 
> Kind regards, Greg Feneis
> (Pixel 3)
> 
> 
> On Thu, Dec 12, 2019, 06:35 David Carlson 
> wrote:
> 
>> Axel,
>> 
>> Your attachment did not make it as far as my inbox, but your description is
>> very clear to me.  However, I am not a developer, and I do not have any
>> experience to offer suggestions for your issue with GnuCash.  I do not know
>> if it is an issue that is an artifact of the fact that your date format is
>> not the U.S default, for example.
>> 
>> Good luck.
>> David Carlson
>> 
>> On Thu, Dec 12, 2019 at 1:46 AM Axel Essbaum  wrote:
>> 
>>> 
>>> Trying again with attachment at the very end.
>>> 
>>> GC retains the column width for each invoice over the life of that
>>> invoice.  The issue is that new invoices don't inherit any of this - they
>>> all start with a narrow date field.
>>> 
>>> See at the bottom (I hope). I can't tell if  the date of the bottom line
>>> is 01.12.2019 or 11.12 or 21.12, etc. without clicking on the calendar
>>> selector.  So I widen the Date field, and then shrink some other field to
>>> remove the created horizontal scrollbar.  For every invoice I create.
>>> 
>>> Thanks,
>>> 
>>> - Axel
>>> 
>>> —
>>> Axel Essbaum
>>> a...@essbaum.com
>>> 
>>> 
>>> 
 On 12 Dec 2019, at 05:17, John Ralls  wrote:
 
 Axel,
 
 Also make sure they're on the end of the email after all text including
>>> signatures. The list server eats inline attachments.
 
 GnuCash is supposed to remember things like column widths so that you
>>> need set them only once. Is that not working for the Invoice date
>>> column--or perhaps any invoice columns?
 
 Regards,
 John Ralls
 
 
> On Dec 11, 2019, at 3:52 PM, Frank H. Ellenberger <
>>> frank.h.ellenber...@gmail.com> wrote:
> 
> Hi Axel
> 
> Am Mi., 11. Dez. 2019 um 08:53 Uhr schrieb Axel Essbaum <
>>> a...@essbaum.com>:
>> 
>> 
>> Hi All,
>> 
>> MacOS Mojave, GnuCash 3.6.  Pictures say it all (hope this list
>> allows
>>> attachments!)
> :
> There was no attachment, neither in the mail nor on the server:
> 
>>> 
>> https://lists.gnucash.org/pipermail/gnucash-user/2019-December/088216.html
> 
> That might be caused by sending mails in HTML format. In text format,
> attachments should go through.
> 
> Regards
> Frank
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>>> 
>>> 
>>> 
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>> 
>> --
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Re: [GNC] Budget Questions and Observations

[Adrien Monteleone]

> On Dec 12, 2019 w50d346, at 1:05 AM, Tommy Trussell 
>  wrote:
> 
> Does anyone use the Budget features in GnuCash? I have been giving it a try
> and am finding some aspects quite puzzling. I have never been trained in
> budgets so maybe I need to read up on some particular methodology to make
> better sense of it. Maybe someone can weigh in with some background.
> 
> A few weeks ago I asked about the lack of account codes in budgets and
> budget reports and got no response. I wasn't surprised as I am sure very
> few folks use account codes in GnuCash. I did open bug #797489.
> https://bugs.gnucash.org/show_bug.cgi?id=797489

Sorry, I did see your post, but didn’t get time to test anything with codes as 
I don’t use them. So I couldn’t provide any feedback. Certainly, codes should 
be supported throughout the app.

> 
> My greatest astonishment with Budgets has been that all the INCOME numbers
> on the budget show as NEGATIVE. Is this by design? I have concluded this
> must be a bug, but maybe I'm doing something wrong, so I thought I would
> ask here before reporting it.
> 
> As a result of the negative income figures, to project budgeted income I
> have to enter income figures into the budget as negatives. Regardless the
> budgeted and actuals (by default) "normally" get displayed RED. (!) Then
> when I'm looking at the numbers, I have to tell myself that when looking at
> incomes, negative (red) incomes and differences are "good" and positive
> (black) income difference numbers are "bad." Is that right? I'm never
> certain. But I'm easily confused. Well, needless to say budgeted income
> numbers are darned hard to read.

There should be at least one bug on this already. (with respect to the budget 
module itself, possibly a separate one for the various reports as you noted 
below)

I think either the budget module preceded the reversed sign option, or else 
just didn’t implement it.

> 
> I keep wanting a way to pair up particular income and expense accounts in a
> budget so they offset each other. I realize this may be beyond the scope of
> the budget feature, but that one thing would it a lot easier to track
> encumbered or designated funds. (The budget I'm working with is for a
> church.) While I'm wishing, maybe budget and actual income and expense
> amounts could be grouped and added or subtracted usefully using some
> additional factor, such as account codes or search strings.

That might be a bit more difficult, certainly the way the present module and 
reports are designed. You might try creating separate budgets for each separate 
fund and match up expenses that way. (You can have as many budgets as you like, 
no need to have a single budget for the whole book for a whole year) If you 
really need something consolidated, then export the various related reports to 
a spreadsheet.

> 
> When entering budget amounts it would sometimes be useful to be able to
> enter one annual amount OR separate monthly budget amounts. But even with
> the existing design, when entering budget figures over multiple months it
> would be great if GnuCash could handle the math rather than having to
> divide by 12 on a calculator. At the very least it could parse math
> expressions like it does in the registers. I opened bug #727488 for this
> one.
> https://bugs.gnucash.org/show_bug.cgi?id=797488

That’s a good one. There is already the feature to estimate entries based on 
previous transactions, but making single entries that apply each month would 
make fresh entry a much faster process.

> 
> GnuCash contains several specialized Budget reports... but I suspect most
> haven't been fully implemented or tested. (I haven't opened any bugs for
> the following.)
> 
> The "Budget Report" works pretty well, but if you turn on all the columns
> and try to print it, you lose everything off the right side. (In other
> words, the report paginates properly vertically, but not horizontally.)

There *might* be a bug for that, but I don’t recall exactly. I might be 
thinking of the general bug about webkit pagination issues. (which I think is 
OS dependent due to different webkit versions being used)

> 
> Fortunately the Budget Report exports quite easily, so I can turn on as
> many columns I want and export the report and import it into a spreadsheet.
> With reformatting (like changing fonts and freezing column and row
> headings), a spreadsheet is a great way to view the budget numbers.
> Unfortunately copying and pasting into a spreadsheet from this report
> doesn't work reliably. You have to use the export feature.

That would be a separate bug, and would indicate to me the report is 
‘malformed’ html. You should be able to copy/paste with the same result as 
export.

> 
> The Budget Chart report works, after a fashion. But its two chart options
> are limited and inflexible. I suspect exporting the Budget Report to a
> spreadsheet would be a better basis for generating charts.

I doubt these have received love in some yea

Re: [GNC] Invoice date field starts too narrow

[Adrien Monteleone]

Double-clicking a column header sizes it to fit the contents. (at least for me)

This means my Date column shrunk slightly because I had some padding.

But doing this on the Description column didn’t cause it to adjust to fit the 
window, it caused it to expand and gave me a scroll bar that wasn’t there 
before.

The only way I know of to eliminate the scroll bar is to drag & release the 
right Description divider to the left and it will snap into place so the scroll 
bar disappears.

Ideally though, would be to choose which columns are visible like in the CoA 
because there are plenty of columns I never use or need. (Yes, I can make them 
nearly 1 pixel, I know.)

Regards,
Adrien

> On Dec 12, 2019 w50d346, at 10:05 AM, Greg Feneis  wrote:
> 
> No attachment here either, and not a final solution, but I think the
> invoice columns auto size if you double click on the column header.
> 
> Double click any column header that's over a too narrow column first, then
> double click the header over the description column and it will give up
> enough of any excess width to normalize the window width, which should
> eliminate the horizontal scroll bar.

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[GNC] Is v 3.7 64-bit?

[Gerry Starnes]

I am being pushed reluctantly but inevitably by Apple to upgrade to
Catalina. I cannot find a reference as to whether v 3.7 is 64-bit or if
there is a compliant version. The system information shows what I have
installed as "legacy" 32-bit so is not compatible.

Any guidance is appreciated.

GS
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Re: [GNC] Invoice date field starts too narrow

[Adrien Monteleone]

I just tested this on a new invoice. Sure enough, the column does shrink to 
fit, but it doesn’t take into account the down arrow calendar widget which 
overlays the date.

This is a tough design choice.

Should the widget have forced padding? If so, then people with not as wide 
screens will complain that they get horizontal scroll bars and don’t want to 
have to adjust their Description column each time.

Should the widget overlay the date? Then it might hide part of the date if the 
column is not wide enough.

I think the current approach is sane - the column *should* be wide enough by 
default so that the widget does not cover any part of the date. If not, maybe 
you accidentally shrunk it on a previous invoice. Also, the widget only shows 
for the currently focused date field. Tab off it and the widget should 
disappear.

The only ‘flaw’ might be that the double-click on the header doesn’t factor in 
the widget, but again, the user might intend to make the column tight enough to 
hold just the date, with no widget padding. The only way around this conundrum 
might be to overlay the widget into the column to the right. But there again, 
I’m sure someone will take exception.

Regards,
Adrien

> On Dec 12, 2019 w50d346, at 10:12 AM, Axel Essbaum  wrote:
> 
> 
> Hi Greg,
> 
> Thanks for the suggestion.  Double-clicking on the date header collapses the 
> column even further, so that the entire day part of the date (I use format 
> day.month.year) on the bottom line disappears off the left side of the screen.
> 


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Re: [GNC] Is v 3.7 64-bit?

[Adrien Monteleone]

Gnucash has been 64-bit for some time. 3.7 will work fine. I’m using it now on 
Catalina.

Note, you don’t ever have to upgrade MacOS on their schedule. Just dismiss the 
notices and proceed when you are ready.

Regards,
Adrien

> On Dec 12, 2019 w50d346, at 11:22 AM, Gerry Starnes  
> wrote:
> 
> I am being pushed reluctantly but inevitably by Apple to upgrade to
> Catalina. I cannot find a reference as to whether v 3.7 is 64-bit or if
> there is a compliant version. The system information shows what I have
> installed as "legacy" 32-bit so is not compatible.
> 
> Any guidance is appreciated.

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Re: [GNC] Is v 3.7 64-bit?

[David Reiser via gnucash-user]

> On Dec 12, 2019, at 12:22 PM, Gerry Starnes  wrote:
> 
> I am being pushed reluctantly but inevitably by Apple to upgrade to
> Catalina. I cannot find a reference as to whether v 3.7 is 64-bit or if
> there is a compliant version. The system information shows what I have
> installed as "legacy" 32-bit so is not compatible.
> 
> Any guidance is appreciated.
> 
> GS

https://www.gnucash.org/download.phtml  
points to 
GnuCash 3.7 for Mac OS X Intel >= 10.9 (Mavericks) 


It is truthful about >= 10.9. 
10.15 > 10.9, so 3.7 is compatible. I have been using 3.7 with Catalina and its 
betas since 3.7 was released.

--
Dave Reiser
dbrei...@icloud.com


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Re: [GNC] Invoice date field starts too narrow

[David Carlson]

How would the code know how wide the entire date is when it may take months
to see a date with all wide digits when only selected dates appear.  Date
field also randomly expands when that pesky calendar widget appears.

Value fields at least seem to get properly fitted and. Stay fitted for a
long time.

Also, maybe invoices follow different style rules than registers.  I don't
use them so I don't know about that.


David Carlson

On Thu, Dec 12, 2019, 11:29 AM Adrien Monteleone <
adrien.montele...@lusfiber.net> wrote:

> I just tested this on a new invoice. Sure enough, the column does shrink
> to fit, but it doesn’t take into account the down arrow calendar widget
> which overlays the date.
>
> This is a tough design choice.
>
> Should the widget have forced padding? If so, then people with not as wide
> screens will complain that they get horizontal scroll bars and don’t want
> to have to adjust their Description column each time.
>
> Should the widget overlay the date? Then it might hide part of the date if
> the column is not wide enough.
>
> I think the current approach is sane - the column *should* be wide enough
> by default so that the widget does not cover any part of the date. If not,
> maybe you accidentally shrunk it on a previous invoice. Also, the widget
> only shows for the currently focused date field. Tab off it and the widget
> should disappear.
>
> The only ‘flaw’ might be that the double-click on the header doesn’t
> factor in the widget, but again, the user might intend to make the column
> tight enough to hold just the date, with no widget padding. The only way
> around this conundrum might be to overlay the widget into the column to the
> right. But there again, I’m sure someone will take exception.
>
> Regards,
> Adrien
>
> > On Dec 12, 2019 w50d346, at 10:12 AM, Axel Essbaum 
> wrote:
> >
> >
> > Hi Greg,
> >
> > Thanks for the suggestion.  Double-clicking on the date header collapses
> the column even further, so that the entire day part of the date (I use
> format day.month.year) on the bottom line disappears off the left side of
> the screen.
> >
>
>
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Re: [GNC] Invoice date field starts too narrow

[Adrien Monteleone]

> On Dec 12, 2019 w50d346, at 1:35 PM, David Carlson 
>  wrote:
> 
> How would the code know how wide the entire date is when it may take months 
> to see a date with all wide digits when only selected dates appear.  Date 
> field also randomly expands when that pesky calendar widget appears.

Not sure what you mean by ‘wide digits’.

I always see four digits for the year and 2 for both month and day. I can’t 
even find a setting to change that. (in GnuCash or in MacOS)

But my guess would be that it would either check or store the size of the 
displayed date. How does it know how to size the column now when you double 
click? Certainly it either knows or checks the size of the content.

Yes, invoices are different. The widget overlays the date, it doesn’t cause the 
column to grow. If you want to see the whole date with the overlay, you have to 
manually resize the column, but then you get padding in that column which may 
generate a scroll bar.

I don’t think anything in this thread is concerning registers or any 
suggestions to change how they work. The topic was about invoices.

Regards,
Adrien
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Re: [GNC] Invoice date field starts too narrow

[David Carlson]

My experience is limited to register displays in releases up to 2.6.19, so
I do not expect details to be identical.

GnuCash uses variable width fonts so the digit one is less wide than other
digits.  Any date with a one in it is less wide than other dates, and about
a third of all dates have single digit day numbers, a third have the digit
one with another digit, and a third have the digit two or three with
another digit.  Two digit year formats are also less wide.

I think the Gnome graphic renderer counts pixels when deciding how wide a
string actually is . So GnuCash actually has no control over that anyway.

David Carlson

On Thu, Dec 12, 2019, 1:46 PM Adrien Monteleone <
adrien.montele...@lusfiber.net> wrote:

>
>
> > On Dec 12, 2019 w50d346, at 1:35 PM, David Carlson <
> david.carlson@gmail.com> wrote:
> >
> > How would the code know how wide the entire date is when it may take
> months to see a date with all wide digits when only selected dates appear.
> Date field also randomly expands when that pesky calendar widget appears.
>
> Not sure what you mean by ‘wide digits’.
>
> I always see four digits for the year and 2 for both month and day. I
> can’t even find a setting to change that. (in GnuCash or in MacOS)
>
> But my guess would be that it would either check or store the size of the
> displayed date. How does it know how to size the column now when you double
> click? Certainly it either knows or checks the size of the content.
>
> Yes, invoices are different. The widget overlays the date, it doesn’t
> cause the column to grow. If you want to see the whole date with the
> overlay, you have to manually resize the column, but then you get padding
> in that column which may generate a scroll bar.
>
> I don’t think anything in this thread is concerning registers or any
> suggestions to change how they work. The topic was about invoices.
>
> Regards,
> Adrien
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[GNC] Enhanced Jump feature proposal

[David Carlson]

I finally got around to writing up a specification for an enhanced jump
feature that would allow jumping to transactions with transfer accounts not
only to the transaction in the transfer account's  home account windows,
but to the same transaction in currently open special windows such as the
journal window or search windows.  At the same time it would also add a
capability to extend the feature to work in many cases where the curser is
not already sitting on a transfer split line in a transaction register.  If
anyone cares to review the specification an comment on it it is
https://bugs.gnucash.org/show_bug.cgi?id=797523.

When I was researching this bug I found several variations of enhancement
requests  to add a feature to go directly to today's date in the current
account register.  One of them is
https://bugs.gnucash.org/show_bug.cgi?id=588836.  I suggest that these be
consolidated.

Finally, I am considering further enhancing the go to today enhancement to
allow going to an arbitrary date.  If there is interest in that, I will
post an appropriate enhancement request.

-- 
David Carlson
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Re: [GNC] How to transfer investment

[brad]

I don't think you'd have to show it as a sell to cash, just open the 
split dialog and enter the shares,  sell on one line, buy on the other.


On 12/10/19 7:11 PM, Heide Wang wrote:

I have stocks in two different account. if I need to transfer the investments 
(stocks) from one account to another account, Should I sell the investment on 
one account and buy it in another account or there is better and easier way to 
do it? I am using old version 2.6.18. Thanks.

Heide
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