[GNC] I can't get the budget feature to work.

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[GNC] I can't get the budget feature to work.

Lorrie Laskey
Hi all,

I created a 12 -period 2019 budget and entered child-level expenses and
income.

The expenses have a total in the spreadsheet but are not showing up at the
bottom of the spreadsheet. Expenses still display as "0".

What am I missing?
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Re: [GNC] I can't get the budget feature to work.

GnuCash - User mailing list
Lorrie,

I've seen this problem in GnuCash 2.6; I don't know whether it has
changed in 3.x:

Make sure that you have only one account of type Expense and one account
of type Asset at the top level of your accounts. If you have more than
one, then the budget function doesn't work as you've described.

You can check this by going to the Accounts tab, right-clicking (in
Windows, might be different on a Mac?) on each top-level account, and
selecting "Edit Account". This will open an options window for the
account. The account type is at the lower left.

Hope that helps.

On 2019-01-24 1:43 a.m., [hidden email] wrote:

> Message: 5
> Date: Wed, 23 Jan 2019 19:09:49 -0800
> From: Lorrie Laskey<[hidden email]>
> To:[hidden email]
> Subject: [GNC] I can't get the budget feature to work.
> Message-ID:
> <CA+tJatwzBZcQL8BvBXXO+66SLCD7sRZ=[hidden email]>
> Content-Type: text/plain; charset="UTF-8"
>
> Hi all,
>
> I created a 12 -period 2019 budget and entered child-level expenses and
> income.
>
> The expenses have a total in the spreadsheet but are not showing up at the
> bottom of the spreadsheet. Expenses still display as "0".
>
> What am I missing?

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Re: [GNC] I can't get the budget feature to work.

Lorrie Laskey
Hi,

I don't understand what you mean by "top-level account" and "one account
type". Can you give me examples?

I don't understand much of gnucash despite reading the articles and
watching tutorials.

On Thu, Jan 24, 2019 at 8:02 AM <[hidden email]> wrote:

> Lorrie,
>
> I've seen this problem in GnuCash 2.6; I don't know whether it has
> changed in 3.x:
>
> Make sure that you have only one account of type Expense and one account
> of type Asset at the top level of your accounts. If you have more than
> one, then the budget function doesn't work as you've described.
>
> You can check this by going to the Accounts tab, right-clicking (in
> Windows, might be different on a Mac?) on each top-level account, and
> selecting "Edit Account". This will open an options window for the
> account. The account type is at the lower left.
>
> Hope that helps.
>
> On 2019-01-24 1:43 a.m., [hidden email] wrote:
> > Message: 5
> > Date: Wed, 23 Jan 2019 19:09:49 -0800
> > From: Lorrie Laskey<[hidden email]>
> > To:[hidden email]
> > Subject: [GNC] I can't get the budget feature to work.
> > Message-ID:
> >       <CA+tJatwzBZcQL8BvBXXO+66SLCD7sRZ=
> [hidden email]>
> > Content-Type: text/plain; charset="UTF-8"
> >
> > Hi all,
> >
> > I created a 12 -period 2019 budget and entered child-level expenses and
> > income.
> >
> > The expenses have a total in the spreadsheet but are not showing up at
> the
> > bottom of the spreadsheet. Expenses still display as "0".
> >
> > What am I missing?
>
>
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Re: [GNC] I can't get the budget feature to work.

Lorrie Laskey
Mystery solved.

I did as you suggested and went through all of my account types and their
child accounts and did have some that were not categorized properly.
Voila! The budget now works.

I would like to suggest some kind of user help when issues arise. If the
budget is not working, possibly an error message or a popup with helpful
suggestions or a bug report popup.

Back to the budget, I am looking forward to testing my budget this year and
making wiser money choices and putting some money aside for special
purchases. Having my money under control is such a comforting feeling.

Thanks to the creators of this wonderful tool.

On Thu, Jan 24, 2019 at 7:37 PM Lorrie Laskey <[hidden email]> wrote:

> Hi,
>
> I don't understand what you mean by "top-level account" and "one account
> type". Can you give me examples?
>
> I don't understand much of gnucash despite reading the articles and
> watching tutorials.
>
> On Thu, Jan 24, 2019 at 8:02 AM <[hidden email]> wrote:
>
>> Lorrie,
>>
>> I've seen this problem in GnuCash 2.6; I don't know whether it has
>> changed in 3.x:
>>
>> Make sure that you have only one account of type Expense and one account
>> of type Asset at the top level of your accounts. If you have more than
>> one, then the budget function doesn't work as you've described.
>>
>> You can check this by going to the Accounts tab, right-clicking (in
>> Windows, might be different on a Mac?) on each top-level account, and
>> selecting "Edit Account". This will open an options window for the
>> account. The account type is at the lower left.
>>
>> Hope that helps.
>>
>> On 2019-01-24 1:43 a.m., [hidden email] wrote:
>> > Message: 5
>> > Date: Wed, 23 Jan 2019 19:09:49 -0800
>> > From: Lorrie Laskey<[hidden email]>
>> > To:[hidden email]
>> > Subject: [GNC] I can't get the budget feature to work.
>> > Message-ID:
>> >       <CA+tJatwzBZcQL8BvBXXO+66SLCD7sRZ=
>> [hidden email]>
>> > Content-Type: text/plain; charset="UTF-8"
>> >
>> > Hi all,
>> >
>> > I created a 12 -period 2019 budget and entered child-level expenses and
>> > income.
>> >
>> > The expenses have a total in the spreadsheet but are not showing up at
>> the
>> > bottom of the spreadsheet. Expenses still display as "0".
>> >
>> > What am I missing?
>>
>>
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Re: [GNC] I can't get the budget feature to work.

Adrien Monteleone-2
Glad to see you have it working.

Certainly, feedback to the user is important. The challenge is trying to determine (or guess) if the result was intended or not. GnuCash allows for users to heavily customize their chart of accounts to meet their individual needs. I’ve learned over the years that what appears as a bug to one person, might be desired behavior by another. Of course, the tools provided should work.

I think in this case, some sort of test would need to be performed for GnuCash to check if any result was returned at all, and then if not, alert the user to the problem. There are some reports which do this already. (they will show a message indicating you need to set some options first to obtain any usable output)

If you can reliably repeat the steps necessary to produce the ’not working’ condition and can well describe this condition, preferably with some screenshots, please file a bug on it. That won’t mean it will get tended to right away, but it will be documented as something needing attention for when developers do get to improving the budget module.(or any other part of the software so affected)

Regards,
Adrien

> On Jan 24, 2019, at 11:36 PM, Lorrie Laskey <[hidden email]> wrote:
>
> Mystery solved.
>
> I did as you suggested and went through all of my account types and their
> child accounts and did have some that were not categorized properly.
> Voila! The budget now works.
>
> I would like to suggest some kind of user help when issues arise. If the
> budget is not working, possibly an error message or a popup with helpful
> suggestions or a bug report popup.
>
> Back to the budget, I am looking forward to testing my budget this year and
> making wiser money choices and putting some money aside for special
> purchases. Having my money under control is such a comforting feeling.
>
> Thanks to the creators of this wonderful tool.


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