[GNC] Include unused accounts in budgets, and behaviour of placeholder accounts in budgets

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[GNC] Include unused accounts in budgets, and behaviour of placeholder accounts in budgets

ankur sinha
Hello,

I was making my budget for the rest of the year today. I noticed that
accounts that I've not used before do not show in the budget view. Would
someone please tell me how to include them?  For example, in my current
flat, I do not pay a "council tax", so I've not made any entries under
Taxes > Property tax, and so, it isn't listed in the Budget. However, I'm
moving to a new place now, and will start paying the council tax now, so
I'd like to include it in the budget.

I've a query regarding placeholder accounts in the budget view too. My
"dining" account has two sub accounts: "drinks", and "food", for
example. Dining is a "placeholder" account and the values associated
with it show in light grey colour in the budget view. When I'd entered
my budgets for "food" and "drink", the total dining budget was the total
sum, as expected. However, I clicked on the value for "Dining", by
mistake, and the editable text box showed up, and now it's become an
editable field in black. The value is no longer updated as the sum of
"food" and "drinks". Is there some way to revert it to the original "sum
of all sub accounts" behaviour?

I'm on Fedora 28 here, with Gnucash 3.0:
gnucash-3.0-1.fc28.x86_64

--
Thanks everyone,
Regards,

Ankur Sinha "FranciscoD"

https://fedoraproject.org/wiki/User:Ankursinha

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Re: [GNC] Include unused accounts in budgets, and behaviour of placeholder accounts in budgets

Ronal B Morse-2
for the first question try:

view > filter by > other

then put a check mark in the "show zero total accounts" box.

Not sure on the second, but the fix may be as simple as reassigning the
transaction to the correct expense account, i.e., something like
ex:food:dining:drinks.  You should also be able to delete the errant
transaction in the "dining" placeholder and re-enter it, again assigning
the transaction to the proper inflow and outflow accounts.

RBM


On 04/13/2018 09:11 AM, Ankur Sinha wrote:

> Hello,
>
> I was making my budget for the rest of the year today. I noticed that
> accounts that I've not used before do not show in the budget view. Would
> someone please tell me how to include them?  For example, in my current
> flat, I do not pay a "council tax", so I've not made any entries under
> Taxes > Property tax, and so, it isn't listed in the Budget. However, I'm
> moving to a new place now, and will start paying the council tax now, so
> I'd like to include it in the budget.
>
> I've a query regarding placeholder accounts in the budget view too. My
> "dining" account has two sub accounts: "drinks", and "food", for
> example. Dining is a "placeholder" account and the values associated
> with it show in light grey colour in the budget view. When I'd entered
> my budgets for "food" and "drink", the total dining budget was the total
> sum, as expected. However, I clicked on the value for "Dining", by
> mistake, and the editable text box showed up, and now it's become an
> editable field in black. The value is no longer updated as the sum of
> "food" and "drinks". Is there some way to revert it to the original "sum
> of all sub accounts" behaviour?
>
> I'm on Fedora 28 here, with Gnucash 3.0:
> gnucash-3.0-1.fc28.x86_64
>
>
>
> _______________________________________________
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Re: [GNC] Include unused accounts in budgets, and behaviour of placeholder accounts in budgets

ankur sinha
Hello,

On Fri, Apr 13, 2018 09:55:27 -0600, Ronal B Morse wrote:
> for the first question try:
>
> view > filter by > other
>
> then put a check mark in the "show zero total accounts" box.

Ah, yes, that worked. I had to check "show unused accounts". Thanks!

> Not sure on the second, but the fix may be as simple as reassigning the
> transaction to the correct expense account, i.e., something like
> ex:food:dining:drinks.  You should also be able to delete the errant
> transaction in the "dining" placeholder and re-enter it, again assigning the
> transaction to the proper inflow and outflow accounts.

Ah, hrm. There aren't any transactions in "dining". If I try to open it
from the accounts view, I get the usual warning that the account
register is read-only. It's just that in the budget view, one seems to
be able to set a budget for the place-holder account separately, and
then it ceases to behave like a place-holder account where its value
should be a sum of the sub-accounts.

--
Thanks,
Regards,

Ankur Sinha "FranciscoD"

https://fedoraproject.org/wiki/User:Ankursinha

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Re: [GNC] Include unused accounts in budgets, and behaviour of placeholder accounts in budgets

David Carlson-4
Ankur,

I suggest filing a bug report about that second point in the budget report
if you have already migrated to release 3.0 and you still see it there.
That report has been revised rather recently and I do not remember exactly
when.  I recall years ago there were some issues in that report which
caused me to just abandon trying to use it then and I have not tried it
lately.

David C

On Sat, Apr 14, 2018 at 6:41 AM, Ankur Sinha <[hidden email]> wrote:

> Hello,
>
> On Fri, Apr 13, 2018 09:55:27 -0600, Ronal B Morse wrote:
> > for the first question try:
> >
> > view > filter by > other
> >
> > then put a check mark in the "show zero total accounts" box.
>
> Ah, yes, that worked. I had to check "show unused accounts". Thanks!
>
> > Not sure on the second, but the fix may be as simple as reassigning the
> > transaction to the correct expense account, i.e., something like
> > ex:food:dining:drinks.  You should also be able to delete the errant
> > transaction in the "dining" placeholder and re-enter it, again assigning
> the
> > transaction to the proper inflow and outflow accounts.
>
> Ah, hrm. There aren't any transactions in "dining". If I try to open it
> from the accounts view, I get the usual warning that the account
> register is read-only. It's just that in the budget view, one seems to
> be able to set a budget for the place-holder account separately, and
> then it ceases to behave like a place-holder account where its value
> should be a sum of the sub-accounts.
>
> --
> Thanks,
> Regards,
>
> Ankur Sinha "FranciscoD"
>
> https://fedoraproject.org/wiki/User:Ankursinha
>
> _______________________________________________
> 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.
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>
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Re: [GNC] Include unused accounts in budgets, and behaviour of placeholder accounts in budgets

Matthew Pounsett
In reply to this post by ankur sinha
On 13 April 2018 at 11:11, Ankur Sinha <[hidden email]> wrote:

> I've a query regarding placeholder accounts in the budget view too. My
> "dining" account has two sub accounts: "drinks", and "food", for
> example. Dining is a "placeholder" account and the values associated
> with it show in light grey colour in the budget view. When I'd entered
> my budgets for "food" and "drink", the total dining budget was the total
> sum, as expected. However, I clicked on the value for "Dining", by
> mistake, and the editable text box showed up, and now it's become an
> editable field in black. The value is no longer updated as the sum of
> "food" and "drinks". Is there some way to revert it to the original "sum
> of all sub accounts" behaviour?
>
> I haven't done the transition to 3.0 yet, but in 2.x this can be cleared
by deleting any text in the field.
Double-click the field, make sure the complete number is selected, hit
Delete (or Backspace) and then Enter.

If that doesn't work, then as David says it's probably a bug you should
file.
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Re: [GNC] Include unused accounts in budgets, and behaviour of placeholder accounts in budgets

ankur sinha
In reply to this post by David Carlson-4
On Sat, Apr 14, 2018 07:52:17 -0500, David Carlson wrote:
> Ankur,
>
> I suggest filing a bug report about that second point in the budget report
> if you have already migrated to release 3.0 and you still see it there.
> That report has been revised rather recently and I do not remember exactly
> when.  I recall years ago there were some issues in that report which
> caused me to just abandon trying to use it then and I have not tried it
> lately.

Thanks, David. I filed this:
https://bugzilla.gnome.org/show_bug.cgi?id=795262

--
Thanks,
Regards,

Ankur Sinha "FranciscoD"

https://fedoraproject.org/wiki/User:Ankursinha

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Re: [GNC] Include unused accounts in budgets, and behaviour of placeholder accounts in budgets

Adrien Monteleone-2
In reply to this post by ankur sinha
The function of ‘placeholder’ for the account is separate than the function of rolling up the totals of sub accounts in the budget module. As far as I can tell, they are not related in any way. I have several parent accounts that are not placeholders, but I don’t enter budgets for them, I only enter budgets for the child accounts, and the budget module shows their total in the parent.

The placeholder setting on an account does not prevent you from independently setting a budget for it. If you set a budget for a parent account, that will be its budget, but if you do not set one, it’s budget will be the sum of its children.

Simply delete the budget you entered for the parent, and you’ll see it now changes to a grey text as the sum of the children.

Setting a budget for a parent that is marked as a placeholder does not change its status as a placeholder. Try setting a budget for such an account and then opening that account register - you can’t open the register, because it’s marked as a placeholder, still.

The two functions are entirely separate.

Regards,
Adrien



> Ah, hrm. There aren't any transactions in "dining". If I try to open it from the accounts view, I get the usual warning that the account register is read-only. It's just that in the budget view, one seems to be able to set a budget for the place-holder account separately, and then it ceases to behave like a place-holder account where its value should be a sum of the sub-accounts. -- Thanks, Regards, Ankur Sinha "FranciscoD"

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Re: [GNC] Include unused accounts in budgets, and behaviour of placeholder accounts in budgets

ankur sinha
> Simply delete the budget you entered for the parent, and you’ll see it
> now changes to a grey text as the sum of the children.

Ah, yes. This does work. I don't know why it didn't before. I must've
done something wrong. :(

I'll close the bug.

--
Thanks again,
Regards,

Ankur Sinha "FranciscoD"

https://fedoraproject.org/wiki/User:Ankursinha

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