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I got a question about Skrooge on how to make transfer from one categories to the other (Please read til the end, I think my usecase is more complicated than it seems) I use categories the following way: Each time I get paid I put a certain amount of my pay in a categorie example: I get 1000€ so I make a "split" operation that I split as follow (example) +300€ ->food +400€ ->bills +300€ ->extra Along the month I buy some food, so my food categories goes slowly down. Eventually at the end of the month i end up with -50€ euros in the food categories (Yeah I was Angry this month ) Since it doesn't make sense to stay with a negative categorie (it would mean I am my own bank) I got to transfer from one other categories to the food categorie. So basically what I usually do is changing the "pay" operation as follows (example) +350€ ->food +400€ ->bills +250€ ->extra But In some cases I expense 350€ for food but also 400€ for the bills and also 300€ as extra... Good for me however, I have some other categorie where I store some money, that I can use in such cases. So I could again change my "pay" operation as follows +350€ ->food +400€ ->bills +300€ ->extra -50€ ->buy_a_new_car By doing this, I am just transfering 50€ from the buy_a_new_car categorie to the food categorie. Those 50€ have benn stored there for month now and I can rely on them Thats fine. Problem: When I open a report and I want to see a report of my expenses for this month: I go in reports ; Lines:nothing; Categorie:columns; Mode:sum of operation I untick incomes (so that it doesn't print a difference between the money I 've put into the categorie during the "pay"operation and the sum of all expenses) I just left expenses ticked ( so, that it effectively print a report of expenses that I have made during the month, categorie by categorie I will see a -350€ food -> thats fine, it's what i have spended buying food this month -400€ bills -> thats fine -300€ extra -> that's fine -50€ for buy_a_new_car which would tend to say that I have bought a 50€ car this month--->PROBLEM Instead of being a real expense, it is just money that I still own but just place in another categorie (which basically I use as "virtual bank account") I don't know how to handle it ? Creating a "Transfer" operation with two categorie doesn't seems to be possible. |
Moderator
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Hi,
If I well understood, you try to manage your budget by using category. Your procedure is interesting but this is not the best one with Skrooge. Indeed, Skrooge has a budget module using "envelop" concepts. With this module you can: 1-Define amounts per category and per month +300€ ->food +400€ ->bills +300€ ->extra 2-Know the current status +350€ ->food +400€ ->bills +250€ ->extra 3-Define rules of transfer for deltas Example: delta for "food" must be transfer in "buy_a_new_car" So, I think that this module covers all your needs. Try it! |
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