Detailed Budget Totals

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jobfnl

23 Apr, 2009 08:43 PM

Hi, New user here, using XP for now. When using the budget reports is there a way to get the grand totals to show up at the bottom of the report? This would show if your actual and budgeted amounts agree, by showing red for over and black for under. Similar to the way it does on the far right colum. One could get a quick look at the big picture from the bottom line. Thanks, Jeff

  1. 1 Posted by Ben Spencer on 25 Apr, 2009 05:29 PM

    Ben Spencer's Avatar

    Hello I am not sure I understand your question. When I view the budget report for my Domestic budget the bottom line of the the report is titled "Total Expenses" and shows the total budgeted amount, the total actually spent and the total difference. With the difference shown in red if I have over spent or black if I am within budget. Are you asking for something different from this bottom line? I'm sorry for my confusion. Sincerely Ben Spencer

  2. Ben Spencer closed this discussion on 25 Apr, 2009 05:29 PM.

  3. jobfnl re-opened this discussion on 25 Apr, 2009 05:47 PM

  4. 2 Posted by jobfnl on 25 Apr, 2009 05:47 PM

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    Ben Thanks for trying to answer a poorly worded question. I should have said in the budget report under memorized reports not detailed budget.

    I also am having trouble in the detailed budget report, I do not see the principal payment on my 2 loans I have set up. The intrest and escrow shows up but no principal. Did I set up the split wrong?

    Thanks for trying, Jeff

  5. 3 Posted by Ben Spencer on 25 Apr, 2009 08:39 PM

    Ben Spencer's Avatar

    Hi Jeff

    The memorized reports are saved versions of the standard reports. They keep what ever settings you used when you created the report and then memorized it. If your memorized report called "budget report" is indeed of type "Budget" then its configuration options and the way in which it is rendered are identical to the standard report called "Budget". You can change its configuration by selecting it from the memorized reports list and clicking "Edit".

    To check how the split is set up for your loan payments go to the transaction register for the account that you made the payment from and find the transaction for your loan payment. Select the transaction and then press Ctrl-L. This will bring up the split editor. You should see 3 splits, one paying principle into the loan account, one paying into the interest expense category and one paying into your escrow category.

    In order for accounts and categories to be included in the budget report there must be a budget created for that category or account in the budget manager for the time span you are interested in. Click Tools->"Budget Manager" and select your budget fromt he list. Click "Edit..." and ensure that you have a budget set for each of the three accounts you want included in your loan payment split. My preference for setting up budgets is to enter at start date and leave the end date blank. And then set the interval to Monthly. This is just a suggestion and may not suit your budgeting needs.

    I hope this this is useful.

    Sincerely Ben Spencer

  6. Ben Spencer closed this discussion on 25 Apr, 2009 08:39 PM.

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