Budget Balance Sheet
The Budget Balance Sheet report.
The balance sheet as it would be at the end of a budget's last period if the budget came true: the real balances plus the budget's amounts. Assets are split into existing, allocated (what the budget adds) and unallocated. Use it to see where a budget would leave you. In GnuCash: Reports ▸ Budget ▸ Budget Balance Sheet.
The option that matters is General/Budget, the budget to use (the book's default budget if you leave it out); the
other options are those of the Balance Sheet.
Examples
Example: with a copy of the reports/budget example book open as book.gnucash, at 2024-03-15T12:00:00Z.
JSON-RPC
Request:
{"jsonrpc":"2.0","id":1,"method":"report.run","params":{"report":"Budget Balance Sheet"}}
Response:
{
"jsonrpc": "2.0",
"id": 1,
"result": {
"title": " Budget Balance Sheet test budget",
"sections": [
{
"blocks": [
{
"kind": "table",
"rows": [
"…",
"…",
"…",
"…",
"…",
"…",
"…",
"…",
"…",
{
"role": "total",
"cells": [
{
"text": "Total Assets",
"…": "…"
},
{
"display": "$3,223.00",
"…": "…"
}
],
"…": "…"
},
"…"
],
"…": "…"
},
"…"
],
"…": "…"
},
"…"
],
"…": "…"
}
}
Command line
red-ale exec --book book.gnucash report.run '{"report":"Budget Balance Sheet"}'
It prints:
{
"title": " Budget Balance Sheet test budget",
"sections": [
{
"blocks": [
{
"kind": "table",
"rows": [
"…",
"…",
"…",
"…",
"…",
"…",
"…",
"…",
"…",
{
"role": "total",
"cells": [
{
"text": "Total Assets",
"…": "…"
},
{
"display": "$3,223.00",
"…": "…"
}
],
"…": "…"
},
"…"
],
"…": "…"
},
"…"
],
"…": "…"
},
"…"
],
"…": "…"
}
MCP tool call
Tool call:
{"name":"report.run","arguments":{"report":"Budget Balance Sheet"}}
Result:
{
"structuredContent": {
"title": " Budget Balance Sheet test budget",
"sections": [
{
"blocks": [
{
"kind": "table",
"rows": [
"…",
"…",
"…",
"…",
"…",
"…",
"…",
"…",
"…",
{
"role": "total",
"cells": [
{
"text": "Total Assets",
"…": "…"
},
{
"display": "$3,223.00",
"…": "…"
}
],
"…": "…"
},
"…"
],
"…": "…"
},
"…"
],
"…": "…"
},
"…"
],
"…": "…"
}
}
Template GUID: ecc35ea9dbfa4e20ba389fc85d59cb69 · Script: standard/budget-balance-sheet.rhai
Options
Accounts
- Accounts (accountList, default
[]): Report on these accounts, if display depth allows. - Levels of Subaccounts (multichoice, default
3): Maximum number of levels in the account tree displayed. - Flatten list to depth limit (boolean, default
false): Displays accounts which exceed the depth limit at the depth limit.
Commodities
- Report's currency (currency, default
"CURRENCY::USD"): Select the currency to display the values of this report in. - Price Source (multichoice, default
"pricedb-nearest"): The source of price information. - Show Foreign Currencies (boolean, default
true): Display any foreign currency amount in an account. - Show Exchange Rates (boolean, default
false): Show the exchange rates used.
Display
- Include accounts with zero total balances (boolean, default
true): Include accounts with zero total (recursive) balances in this report. - Omit zero balance figures (boolean, default
false): Show blank space in place of any zero balances which would be shown. - Parent account balances (multichoice, default
"immediate-bal"): How to show the balances of parent accounts. * Account Balance in the parent account, excluding any subaccounts. * Do not show any balances of parent accounts. - Parent account subtotals (multichoice, default
"f"): How to show account subtotals for parent accounts. * Show subtotals for selected parent accounts which have subaccounts. * Do not show any subtotals for parent accounts. - Display accounts as hyperlinks (boolean, default
true): Shows each account in the table as a hyperlink to its register window. - Show accounting-style rules (boolean, default
false): Use rules beneath columns of added numbers like accountants do. - Label the assets section (boolean, default
true): Whether or not to include a label for the assets section. - Include assets total (boolean, default
true): Whether or not to include a line indicating total assets. - Label the liabilities section (boolean, default
true): Whether or not to include a label for the liabilities section. - Include liabilities total (boolean, default
true): Whether or not to include a line indicating total liabilities. - Label the equity section (boolean, default
true): Whether or not to include a label for the equity section. - Include equity total (boolean, default
true): Whether or not to include a line indicating total equity. - Include new/existing totals (boolean, default
true): Whether or not to include lines indicating change in totals introduced by budget.
General
- Report name (string, default
"Budget Balance Sheet"): Enter a descriptive name for this report. - Stylesheet (multichoice, default
"Default"): Select a stylesheet for the report. - Add options summary (multichoice, default
"never"): Add summary of options. - Report Title (string, default
"Budget Balance Sheet"): Title for this report. - Single column Balance Sheet (boolean, default
true): Print liability/equity section in the same column under the assets section as opposed to a second column right of the assets section. - Budget (budget, default
null): Budget to use.