Make budget amounts bubble up to parent accounts
Assume the following hierarchy:
Expenses:Groceries:Food
Expenses:Groceries:Non-Food
Expenses:Personal:Hobbies:Music
Expenses:Personal:Hobbies:Sports
Expenses:Personal:Entertainment
Currently, if I set Expenses:Personal:Hobbies:Sports to $30.00 for the month of January, that's all that shows up. I would like that $30.00 to bubble up and fill or add to the total for Expenses:Personal:Hobbies, Expenses:Personal and Expenses. That way, if I know I only make $1000 per month, I can make sure that I don't overbudget, or that if I do, I'm at least aware of it. In the above example, I might manually enter the following for january:
Expenses:Personal:Hobbies:Sports - $30.00
Expenses:Personal:Hobbies:Music - $50.00
Expenses:Groceries:Food - $150.00
Expenses:Personal:Entertainment - $30.00
After doing that, I should see that Expenses shows a budgeted amount of $260.00 for January, Expenses:Personal shows an amount of $110.00, Expenses:Hobbies shows an amount of $80 and Expenses:Groceries shows an amount of $150, while Expenses:Groceries:Non-Food is still blank. If I enter an amount of $30 for Expenses:Groceries:Non-Food, I should see that Expenses:Groceries goes up to $180 and Expenses goes up to $290.
Kael Shipman
shared this idea
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BRUNO URIAS
commented
I've found similar problem. Gnucash can't deal with parent accounts if you estimate a budget into subordinated account, and you estimate the budget with the estimation tool for the parent account, It can't summarizes the total amount.
For my experience in other programs I have two options:
1. Parent accounts is not open to fill numbers manually. It just sumarizes the subordinate2. Allow Gnucash to recalculate the entire budget and manipulates the amount in all parents entries. You need to put a button or a command into Gnucash.
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Robert Ratliff
commented
This idea raises a good point that the budget entry tool should show these subtotals as well. It's not helpful that while creating a budget, you'd have to continually refresh the Budget Report in order to see what your total Expenses are.
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YeOldHinnerk
commented
This is already the default behavior. You have to use the Budget Report however to see the described behavior. In the budget itself, you only see values you enter. If you enter a value for an account which has subordinated accounts, this value overwrites the sum.