[GNC] Budget Creation with Some Empty Accounts

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[GNC] Budget Creation with Some Empty Accounts

Erik Nesteruk
I'm having technical trouble creating a budget and would like to hear any ideas.

Background: I started using GnuCash a few months ago. Several of my
income and expense accounts have not yet seen any transactions and
show zero in the "Total" column.

Objective: I want to create a budget and enter the approved amounts
for each account.

Problem: When I create the budget, only those accounts that have
transactions will show up in the budget.

If I create a dummy transaction in each empty account, it will appear
in the budget window, but then my reports will show these transactions
until the account gets a real transaction and I can delete the dummy.

Is there a better way to get *all* my accounts, including those with
no transactions, to show up in my budget?

Thanks,
Erik
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Re: [GNC] Budget Creation with Some Empty Accounts

Jim Passmore
Erik,
Not sure, but I think you're talking about the budget *report*, and not the
actual budget?  If so, try this...  Each report has an options dialog,
found by clicking the gear icon while the report is displayed.  On the
Display tab there is, at least for the 2 budget reports I looked at, an
option that reads something like "Display accounts with zero total balances
and budget values."  (It can vary by report.)  Make sure that option is
checked and hit OK.  How does it look now?

--
*Jim Passmore*




On Sun, Jul 1, 2018 at 11:13 AM Erik Nesteruk <
[hidden email]> wrote:

> I'm having technical trouble creating a budget and would like to hear any
> ideas.
>
> Background: I started using GnuCash a few months ago. Several of my
> income and expense accounts have not yet seen any transactions and
> show zero in the "Total" column.
>
> Objective: I want to create a budget and enter the approved amounts
> for each account.
>
> Problem: When I create the budget, only those accounts that have
> transactions will show up in the budget.
>
> If I create a dummy transaction in each empty account, it will appear
> in the budget window, but then my reports will show these transactions
> until the account gets a real transaction and I can delete the dummy.
>
> Is there a better way to get *all* my accounts, including those with
> no transactions, to show up in my budget?
>
> Thanks,
> Erik
> _______________________________________________
> gnucash-user mailing list
> [hidden email]
> To update your subscription preferences or to unsubscribe:
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Re: [GNC] Budget Creation with Some Empty Accounts

Erik Nesteruk
In reply to this post by Erik Nesteruk
Good thought, Jim, but I'm actually referring to the budget creation
itself. When I click Actions -> Budget -> New Budget, the newly
created budget has line-items for accounts that have transactions
recorded but not for those without transactions. If I make a dummy
transaction and create another new budget, the formerly missing
account will appear.

And I do have the "Display accounts with zero total balances and
budget values" selected in the Report options, but I haven't
progressed to the report stage yet.

Thanks,
Erik

>
> ------------------------------
>
> Message: 7
> Date: Sun, 1 Jul 2018 14:39:01 -0400
> From: Jim Passmore <[hidden email]>
> To: gnucash-user <[hidden email]>
> Subject: Re: [GNC] Budget Creation with Some Empty Accounts
> Message-ID:
>         <CAMRw02m33Keum=m3ZG4iCUrnDtAJgyG5nHmZTVnRij=[hidden email]>
> Content-Type: text/plain; charset="UTF-8"
>
> Erik,
> Not sure, but I think you're talking about the budget *report*, and not the
> actual budget?  If so, try this...  Each report has an options dialog,
> found by clicking the gear icon while the report is displayed.  On the
> Display tab there is, at least for the 2 budget reports I looked at, an
> option that reads something like "Display accounts with zero total balances
> and budget values."  (It can vary by report.)  Make sure that option is
> checked and hit OK.  How does it look now?
>
> --
> *Jim Passmore*
>
>
>
>
> On Sun, Jul 1, 2018 at 11:13 AM Erik Nesteruk <
> [hidden email]> wrote:
>
>> I'm having technical trouble creating a budget and would like to hear any
>> ideas.
>>
>> Background: I started using GnuCash a few months ago. Several of my
>> income and expense accounts have not yet seen any transactions and
>> show zero in the "Total" column.
>>
>> Objective: I want to create a budget and enter the approved amounts
>> for each account.
>>
>> Problem: When I create the budget, only those accounts that have
>> transactions will show up in the budget.
>>
>> If I create a dummy transaction in each empty account, it will appear
>> in the budget window, but then my reports will show these transactions
>> until the account gets a real transaction and I can delete the dummy.
>>
>> Is there a better way to get *all* my accounts, including those with
>> no transactions, to show up in my budget?
>>
>> Thanks,
>> Erik
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Re: [GNC] Budget Creation with Some Empty Accounts

Jim Passmore
Hmm.  Puzzled, then.  I just created a brand new account, without even an
opening balance transaction so it has no entries, and a zero balance.  When
I did "New Budget" it showed up in the budget tree.  I'm running version
2.6.19 on Ubuntu 18.04.  What version & OS are you on?  Perhaps there is
behavior that has changed.


--

*Jim Passmore*[hidden email]




On Sun, Jul 1, 2018 at 4:03 PM Erik Nesteruk <
[hidden email]> wrote:

> Good thought, Jim, but I'm actually referring to the budget creation
> itself. When I click Actions -> Budget -> New Budget, the newly
> created budget has line-items for accounts that have transactions
> recorded but not for those without transactions. If I make a dummy
> transaction and create another new budget, the formerly missing
> account will appear.
>
> And I do have the "Display accounts with zero total balances and
> budget values" selected in the Report options, but I haven't
> progressed to the report stage yet.
>
> Thanks,
> Erik
>
> >
> > ------------------------------
> >
> > Message: 7
> > Date: Sun, 1 Jul 2018 14:39:01 -0400
> > From: Jim Passmore <[hidden email]>
> > To: gnucash-user <[hidden email]>
> > Subject: Re: [GNC] Budget Creation with Some Empty Accounts
> > Message-ID:
> >         <CAMRw02m33Keum=m3ZG4iCUrnDtAJgyG5nHmZTVnRij=
> [hidden email]>
> > Content-Type: text/plain; charset="UTF-8"
> >
> > Erik,
> > Not sure, but I think you're talking about the budget *report*, and not
> the
> > actual budget?  If so, try this...  Each report has an options dialog,
> > found by clicking the gear icon while the report is displayed.  On the
> > Display tab there is, at least for the 2 budget reports I looked at, an
> > option that reads something like "Display accounts with zero total
> balances
> > and budget values."  (It can vary by report.)  Make sure that option is
> > checked and hit OK.  How does it look now?
> >
> > --
> > *Jim Passmore*
> >
> >
> >
> >
> > On Sun, Jul 1, 2018 at 11:13 AM Erik Nesteruk <
> > [hidden email]> wrote:
> >
> >> I'm having technical trouble creating a budget and would like to hear
> any
> >> ideas.
> >>
> >> Background: I started using GnuCash a few months ago. Several of my
> >> income and expense accounts have not yet seen any transactions and
> >> show zero in the "Total" column.
> >>
> >> Objective: I want to create a budget and enter the approved amounts
> >> for each account.
> >>
> >> Problem: When I create the budget, only those accounts that have
> >> transactions will show up in the budget.
> >>
> >> If I create a dummy transaction in each empty account, it will appear
> >> in the budget window, but then my reports will show these transactions
> >> until the account gets a real transaction and I can delete the dummy.
> >>
> >> Is there a better way to get *all* my accounts, including those with
> >> no transactions, to show up in my budget?
> >>
> >> Thanks,
> >> Erik
> _______________________________________________
> gnucash-user mailing list
> [hidden email]
> 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.
>
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Re: [GNC] Budget Creation with Some Empty Accounts

Robert Hoogendoorn
Hi,

I have a similar problem with version 3.2 for windows.

I have set up a new company, but when I create a budget no accounts show up.

Under the new book options tab there is a budget section which suppose to have a default budget. On my end this is empty, so no default budget is available. I am not sure if this has anything to do with the unavailability of budget accounts.

Do you know how I can resolve this?

Kind regards,
Robert


Sent from my BlackBerry — the most secure mobile device

  Original Message  
From: [hidden email]
Sent: 1 July 2018 21:54
To: [hidden email]
Subject: Re: [GNC] Budget Creation with Some Empty Accounts

Hmm.  Puzzled, then.  I just created a brand new account, without even an
opening balance transaction so it has no entries, and a zero balance.  When
I did "New Budget" it showed up in the budget tree.  I'm running version
2.6.19 on Ubuntu 18.04.  What version & OS are you on?  Perhaps there is
behavior that has changed.


--

*Jim Passmore*[hidden email]




On Sun, Jul 1, 2018 at 4:03 PM Erik Nesteruk <
[hidden email]> wrote:

> Good thought, Jim, but I'm actually referring to the budget creation
> itself. When I click Actions -> Budget -> New Budget, the newly
> created budget has line-items for accounts that have transactions
> recorded but not for those without transactions. If I make a dummy
> transaction and create another new budget, the formerly missing
> account will appear.
>
> And I do have the "Display accounts with zero total balances and
> budget values" selected in the Report options, but I haven't
> progressed to the report stage yet.
>
> Thanks,
> Erik
>
> >
> > ------------------------------
> >
> > Message: 7
> > Date: Sun, 1 Jul 2018 14:39:01 -0400
> > From: Jim Passmore <[hidden email]>
> > To: gnucash-user <[hidden email]>
> > Subject: Re: [GNC] Budget Creation with Some Empty Accounts
> > Message-ID:
> >         <CAMRw02m33Keum=m3ZG4iCUrnDtAJgyG5nHmZTVnRij=
> [hidden email]>
> > Content-Type: text/plain; charset="UTF-8"
> >
> > Erik,
> > Not sure, but I think you're talking about the budget *report*, and not
> the
> > actual budget?  If so, try this...  Each report has an options dialog,
> > found by clicking the gear icon while the report is displayed.  On the
> > Display tab there is, at least for the 2 budget reports I looked at, an
> > option that reads something like "Display accounts with zero total
> balances
> > and budget values."  (It can vary by report.)  Make sure that option is
> > checked and hit OK.  How does it look now?
> >
> > --
> > *Jim Passmore*
> >
> >
> >
> >
> > On Sun, Jul 1, 2018 at 11:13 AM Erik Nesteruk <
> > [hidden email]> wrote:
> >
> >> I'm having technical trouble creating a budget and would like to hear
> any
> >> ideas.
> >>
> >> Background: I started using GnuCash a few months ago. Several of my
> >> income and expense accounts have not yet seen any transactions and
> >> show zero in the "Total" column.
> >>
> >> Objective: I want to create a budget and enter the approved amounts
> >> for each account.
> >>
> >> Problem: When I create the budget, only those accounts that have
> >> transactions will show up in the budget.
> >>
> >> If I create a dummy transaction in each empty account, it will appear
> >> in the budget window, but then my reports will show these transactions
> >> until the account gets a real transaction and I can delete the dummy.
> >>
> >> Is there a better way to get *all* my accounts, including those with
> >> no transactions, to show up in my budget?
> >>
> >> Thanks,
> >> Erik
> _______________________________________________
> gnucash-user mailing list
> [hidden email]
> 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.
>
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Re: [GNC] Budget Creation with Some Empty Accounts

Erik Nesteruk
Thanks for checking, Jim. Budget creation worked properly when I first
set up my books a few months ago with v3.0, but I have edited my
account structure since then and had to create a new budget for our FY
that started today. I'm currently on v3.2, and when I created a new
"test" book with default common accounts and then tried to create a
budget there were no accounts shown on the budget window. It seems
there's something new in the budget logic that creates the budget
line-item only for accounts where there are transactions.

And Robert, I thought that you would need to first create a budget in
an existing book (our current difficulties notwithstanding). Then,
when you create a new book, the budget you created would be an option
as the default budget. My quick test shows this not to be the case,
however, and I also show no options for a default budget in a new
account. Sorry.

For now, I'm just going to use a spreadsheet for budgeting.
Eventually, all accounts will have transactions and I can try GC
again.

On Sun, Jul 1, 2018 at 6:15 PM, Robert Hoogendoorn <[hidden email]> wrote:

> Hi,
>
> I have a similar problem with version 3.2 for windows.
>
> I have set up a new company, but when I create a budget no accounts show up.
>
> Under the new book options tab there is a budget section which suppose to have a default budget. On my end this is empty, so no default budget is available. I am not sure if this has anything to do with the unavailability of budget accounts.
>
> Do you know how I can resolve this?
>
> Kind regards,
> Robert
>
>
> Sent from my BlackBerry — the most secure mobile device
>
>   Original Message
> From: [hidden email]
> Sent: 1 July 2018 21:54
> To: [hidden email]
> Subject: Re: [GNC] Budget Creation with Some Empty Accounts
>
> Hmm.  Puzzled, then.  I just created a brand new account, without even an
> opening balance transaction so it has no entries, and a zero balance.  When
> I did "New Budget" it showed up in the budget tree.  I'm running version
> 2.6.19 on Ubuntu 18.04.  What version & OS are you on?  Perhaps there is
> behavior that has changed.
>
>
> --
>
> *Jim Passmore*[hidden email]
>
>
>
>
> On Sun, Jul 1, 2018 at 4:03 PM Erik Nesteruk <
> [hidden email]> wrote:
>
>> Good thought, Jim, but I'm actually referring to the budget creation
>> itself. When I click Actions -> Budget -> New Budget, the newly
>> created budget has line-items for accounts that have transactions
>> recorded but not for those without transactions. If I make a dummy
>> transaction and create another new budget, the formerly missing
>> account will appear.
>>
>> And I do have the "Display accounts with zero total balances and
>> budget values" selected in the Report options, but I haven't
>> progressed to the report stage yet.
>>
>> Thanks,
>> Erik
>>
>> >
>> > ------------------------------
>> >
>> > Message: 7
>> > Date: Sun, 1 Jul 2018 14:39:01 -0400
>> > From: Jim Passmore <[hidden email]>
>> > To: gnucash-user <[hidden email]>
>> > Subject: Re: [GNC] Budget Creation with Some Empty Accounts
>> > Message-ID:
>> >         <CAMRw02m33Keum=m3ZG4iCUrnDtAJgyG5nHmZTVnRij=
>> [hidden email]>
>> > Content-Type: text/plain; charset="UTF-8"
>> >
>> > Erik,
>> > Not sure, but I think you're talking about the budget *report*, and not
>> the
>> > actual budget?  If so, try this...  Each report has an options dialog,
>> > found by clicking the gear icon while the report is displayed.  On the
>> > Display tab there is, at least for the 2 budget reports I looked at, an
>> > option that reads something like "Display accounts with zero total
>> balances
>> > and budget values."  (It can vary by report.)  Make sure that option is
>> > checked and hit OK.  How does it look now?
>> >
>> > --
>> > *Jim Passmore*
>> >
>> >
>> >
>> >
>> > On Sun, Jul 1, 2018 at 11:13 AM Erik Nesteruk <
>> > [hidden email]> wrote:
>> >
>> >> I'm having technical trouble creating a budget and would like to hear
>> any
>> >> ideas.
>> >>
>> >> Background: I started using GnuCash a few months ago. Several of my
>> >> income and expense accounts have not yet seen any transactions and
>> >> show zero in the "Total" column.
>> >>
>> >> Objective: I want to create a budget and enter the approved amounts
>> >> for each account.
>> >>
>> >> Problem: When I create the budget, only those accounts that have
>> >> transactions will show up in the budget.
>> >>
>> >> If I create a dummy transaction in each empty account, it will appear
>> >> in the budget window, but then my reports will show these transactions
>> >> until the account gets a real transaction and I can delete the dummy.
>> >>
>> >> Is there a better way to get *all* my accounts, including those with
>> >> no transactions, to show up in my budget?
>> >>
>> >> Thanks,
>> >> Erik
>> _______________________________________________
_______________________________________________
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