Re: 13 Column Reporting Starting July ending June plus Total

[Adrien Monteleone]

Roger,

I forgot to mention another current option. It's not quite what you're
asking for, but it might show you some of the same data in the way you
want. Check out the Income & Expense graphs. For those you can show each
month or quarter as it's own bar or set of bars. You also have the option
of showing a data table that the chart is based on. This doesn't solve the
balance sheet issue however.

Regards,
Adrien

On Sat, Feb 10, 2018 at 11:36 AM, Adrien Monteleone <
adrien.montele...@gmail.com> wrote:

> Yes it is. Unfortunately, those reports do not have the option of breaking
> down the year into monthly and/or quarterly columns as sub-reports. You
> would have to create this report from scratch which is not at present, a
> trivial task.
>
> I've thought about making one myself. If and when I tackle it, I'll be
> sure to CC you when I post it to the list. I'm also interested in a
> multi-step Income Statement and one that is more analytic/activity oriented
> rather than lumping all expenses and revenue in one block. I suppose after
> solving it once, I can easily hack a version of the Balance sheet to do the
> same.
>
> For now, you can save a little time by creating a multi-column report. You
> can put each month and the year in their own columns and save the report
> configuration. Each year, you'd have to adjust the date range option for
> each column. The downside to this approach is that each column would have
> the account titles repeated. And because of this, the practical number of
> columns on one report is probably about 3-4 depending on your monitor size.
>
>
> >Isn't creating 13 monthly reports a somewhat labour intensive
> >way of creating what could be a single report for 12 months
> >plus the total for the year?
>
>
> > Date: Fri, 9 Feb 2018 14:40:28 -0600
> > From: Adrien Monteleone <adrien.montele...@gmail.com>
> > To: Gnucash userlist <gnucash-user@gnucash.org>
> > Subject: Re: 13 Column Reporting Starting July ending June plus Total
> > Message-ID:
> > <CAB7LH2_fxpJb+LNJiSSKj5NkHr_r_okLQqD59q9VLxTOkFJ8bg@mail.
> > gmail.com>
> > Content-Type: text/plain; charset="UTF-8"
> >
> > Sadly, no.
> >
> > You'd either have to create this report from scratch, or run the
> individual
> > reports and export them to a spreadsheet for a consolidated view.
> >
> > Regards,
> > Adrien
> >
> > On Thu, Feb 8, 2018 at 10:24 PM, Roger Hatton <rogh...@gmail.com> wrote:
> >
> > > Is there a simple way to generate a 13 column Profit and Loss
> > > and a 13 column Balance Sheet showing monthly movements?
> > >
> > > My apology if this question has been asked often before but
> > > being new I can't see the answer to what I hope is a simple
> > > question, with one menu item to action these two reports?
> > >
> > > Is there also a cumulative monthly balance sheet function
> > > over 12 columns (no 13th Column needed)?
> > >
> > > With thanks and congratulations on an interesting system.
> > >
> > > Roger H
>
> On Fri, Feb 9, 2018 at 10:19 PM, Roger Hatton <rogh...@gmail.com> wrote:
>
>> Isn't creating 13 monthly reports a somewhat labour intensive
>> way of creating what could be a single report for 12 months
>> plus the total for the year?
>>
>> On Sat, Feb 10, 2018 at 11:57 AM, <gnucash-user-requ...@gnucash.org>
>> wrote:
>>
>> > Send gnucash-user mailing list submissions to
>> > gnucash-user@gnucash.org
>> >
>> > To subscribe or unsubscribe via the World Wide Web, visit
>> > https://lists.gnucash.org/mailman/listinfo/gnucash-user
>> > or, via email, send a message with subject or body 'help' to
>> > gnucash-user-requ...@gnucash.org
>> >
>> > You can reach the person managing the list at
>> > gnucash-user-ow...@gnucash.org
>> >
>> > When replying, please edit your Subject line so it is more specific
>> > than "Re: Contents of gnucash-user digest..."
>> >
>> >
>> > Today's Topics:
>> >
>> >1. Re: How to relate Transfer Sales to Cash to Customer?
>> >   (Adrien Monteleone)
>> >2. Re: Tracking credit card points (Aaron Laws)
>> >3. Re: Latest version for Windows? (John Ralls)
>> >4. Multi column reports methodology? (Roger Hatton)
>> >5. Re: Duplicating Accounts? (Adrien Monteleone)
>> >6. Re: 13 Column Reporting Starting July ending June plus Total
>> >   (Adrien

Re: 13 Column Reporting Starting July ending June plus Total

[Adrien Monteleone]

Yes it is. Unfortunately, those reports do not have the option of breaking
down the year into monthly and/or quarterly columns as sub-reports. You
would have to create this report from scratch which is not at present, a
trivial task.

I've thought about making one myself. If and when I tackle it, I'll be sure
to CC you when I post it to the list. I'm also interested in a multi-step
Income Statement and one that is more analytic/activity oriented rather
than lumping all expenses and revenue in one block. I suppose after solving
it once, I can easily hack a version of the Balance sheet to do the same.

For now, you can save a little time by creating a multi-column report. You
can put each month and the year in their own columns and save the report
configuration. Each year, you'd have to adjust the date range option for
each column. The downside to this approach is that each column would have
the account titles repeated. And because of this, the practical number of
columns on one report is probably about 3-4 depending on your monitor size.


>Isn't creating 13 monthly reports a somewhat labour intensive
>way of creating what could be a single report for 12 months
>plus the total for the year?


> Date: Fri, 9 Feb 2018 14:40:28 -0600
> From: Adrien Monteleone <adrien.montele...@gmail.com>
> To: Gnucash userlist <gnucash-user@gnucash.org>
> Subject: Re: 13 Column Reporting Starting July ending June plus Total
> Message-ID:
> <CAB7LH2_fxpJb+LNJiSSKj5NkHr_r_okLQqD59q9VLxTOkFJ8bg@mail.
> gmail.com>
> Content-Type: text/plain; charset="UTF-8"
>
> Sadly, no.
>
> You'd either have to create this report from scratch, or run the
individual
> reports and export them to a spreadsheet for a consolidated view.
>
> Regards,
> Adrien
>
> On Thu, Feb 8, 2018 at 10:24 PM, Roger Hatton <rogh...@gmail.com> wrote:
>
> > Is there a simple way to generate a 13 column Profit and Loss
> > and a 13 column Balance Sheet showing monthly movements?
> >
> > My apology if this question has been asked often before but
> > being new I can't see the answer to what I hope is a simple
> > question, with one menu item to action these two reports?
> >
> > Is there also a cumulative monthly balance sheet function
> > over 12 columns (no 13th Column needed)?
> >
> > With thanks and congratulations on an interesting system.
> >
> > Roger H

On Fri, Feb 9, 2018 at 10:19 PM, Roger Hatton <rogh...@gmail.com> wrote:

> Isn't creating 13 monthly reports a somewhat labour intensive
> way of creating what could be a single report for 12 months
> plus the total for the year?
>
> On Sat, Feb 10, 2018 at 11:57 AM, <gnucash-user-requ...@gnucash.org>
> wrote:
>
> > Send gnucash-user mailing list submissions to
> > gnucash-user@gnucash.org
> >
> > To subscribe or unsubscribe via the World Wide Web, visit
> > https://lists.gnucash.org/mailman/listinfo/gnucash-user
> > or, via email, send a message with subject or body 'help' to
> > gnucash-user-requ...@gnucash.org
> >
> > You can reach the person managing the list at
> > gnucash-user-ow...@gnucash.org
> >
> > When replying, please edit your Subject line so it is more specific
> > than "Re: Contents of gnucash-user digest..."
> >
> >
> > Today's Topics:
> >
> >    1. Re: How to relate Transfer Sales to Cash to Customer?
> >   (Adrien Monteleone)
> >2. Re: Tracking credit card points (Aaron Laws)
> >3. Re: Latest version for Windows? (John Ralls)
> >4. Multi column reports methodology? (Roger Hatton)
> >5. Re: Duplicating Accounts? (Adrien Monteleone)
> >6. Re: 13 Column Reporting Starting July ending June plus Total
> >   (Adrien Monteleone)
> >7. Re: GNUCASH Free Accounting Software (Adrien Monteleone)
> >8. Re: Applying Customer overpayments (Adrien Monteleone)
> >9. Re: Applying Customer overpayments (Adrien Monteleone)
> >   10. Re: GNUCASH Free Accounting Software (James Fuller)
> >   11. Check writing (Ronald Mocny)
> >
> >
> > --
> >
> > Message: 1
> > Date: Fri, 9 Feb 2018 12:47:03 -0600
> > From: Adrien Monteleone <adrien.montele...@gmail.com>
> > To: Gnucash userlist <gnucash-user@gnucash.org>
> > Subject: Re: How to relate Transfer Sales to Cash to Customer?
> > Message-ID:
> > <CAB7LH29wYiAmmVErTCr+dKSRa1mWdc+iEyXdces8QX7OJ6ngMA@mail.
> > gmail.com>
> > Content-Type: text/plain; charset="UTF-8"
> >
> > Certainly that is possible now. You

Re: 13 Column Reporting Starting July ending June plus Total

[D via gnucash-user]

Roger,

The reports system is not known for its general flexibility. Creating a new 
report (such as your 13 period report) would take writing that new report in 
the Scheme language, which is (contrary to its advocates) not a trivial matter.

Compiling 13 iterations of the existing balance sheet will be easier in the 
short run since it relies on existing mechanisms, although if you were to try 
writing the new report in Scheme, I'm sure others will be willing to offer help 
and feedback.

David

P.S. In the future, please edit your reply so that it a) refers to your 
specific topic (rather than "Gnucash digest"), and b) edit away the parts of 
the digest that don't apply to your thread.

On February 10, 2018, at 9:20 AM, Roger Hatton <rogh...@gmail.com> wrote:

Isn't creating 13 monthly reports a somewhat labour intensive
way of creating what could be a single report for 12 months
plus the total for the year?

On Sat, Feb 10, 2018 at 11:57 AM, <gnucash-user-requ...@gnucash.org> wrote:

> Send gnucash-user mailing list submissions to
> gnucash-user@gnucash.org
>
> To subscribe or unsubscribe via the World Wide Web, visit
> https://lists.gnucash.org/mailman/listinfo/gnucash-user
> or, via email, send a message with subject or body 'help' to
> gnucash-user-requ...@gnucash.org
>
> You can reach the person managing the list at
> gnucash-user-ow...@gnucash.org
>
> When replying, please edit your Subject line so it is more specific
> than "Re: Contents of gnucash-user digest..."
>
>
> Today's Topics:
>
>1. Re: How to relate Transfer Sales to Cash to Customer?
>   (Adrien Monteleone)
>2. Re: Tracking credit card points (Aaron Laws)
>3. Re: Latest version for Windows? (John Ralls)
>4. Multi column reports methodology? (Roger Hatton)
>5. Re: Duplicating Accounts? (Adrien Monteleone)
>6. Re: 13 Column Reporting Starting July ending June plus Total
>   (Adrien Monteleone)
>7. Re: GNUCASH Free Accounting Software (Adrien Monteleone)
>8. Re: Applying Customer overpayments (Adrien Monteleone)
>9. Re: Applying Customer overpayments (Adrien Monteleone)
>   10. Re: GNUCASH Free Accounting Software (James Fuller)
>   11. Check writing (Ronald Mocny)
>
>
> --
>
> Message: 1
> Date: Fri, 9 Feb 2018 12:47:03 -0600
> From: Adrien Monteleone <adrien.montele...@gmail.com>
> To: Gnucash userlist <gnucash-user@gnucash.org>
> Subject: Re: How to relate Transfer Sales to Cash to Customer?
> Message-ID:
> <CAB7LH29wYiAmmVErTCr+dKSRa1mWdc+iEyXdces8QX7OJ6ngMA@mail.
> gmail.com>
> Content-Type: text/plain; charset="UTF-8"
>
> Certainly that is possible now. You can export transactions from a POS and
> import them to Gnucash. This can either be done on a per-sale basis or as a
> daily aggregate.
>
> Since it is possible to import invoices, the OP could do so as step one,
> and then record the payments as before as step 2. The importing step would
> just save clicks within Gnucash.
>
> It would be nice though to be able to choose a customer/vendor on the
> Payor/Payee line and be able to have that manual transaction show up in a
> customer/vendor report.
>
> On Thu, Feb 8, 2018 at 3:38 PM, Mike or Penny Novack <
> stepbystepf...@dialup4less.com> wrote:
>
> > On 2/8/2018 4:00 PM, Greg Feneis wrote:
> >
> >> I suspect Gnu Cash needs a point of sale (POS) module to handle this
> >> functionality.
> >>
> >> I think not exactly a module withing gnucash.
> >
> > What gnucash would need is the ability to accept a feed from a (typical)
> > POS system. Whether a POS system is practical as an open source project
> is
> > another matter. Many (most?) that exist are tied to some company's cash
> > registers, may be scanning in customer ID << I am going by what I see out
> > there as a customer >>
> >
> > Keep in mind, in the usual situation, you would NOT be wanting the sales
> > clerks (who are ringing through customers) to have any access to the
> > accounting system.
> >
> > Open source POS (and inventory, see below) more practical based on the
> > assumption that instead of a cash register would be a general purpose
> small
> > computer the sales clerk used. Would be an app where a customer number
> was
> > entered, purchases one at a time (know what is taxable), total the bill
> and
> > note how paid (cash, check, credit card). Then feed the accounting and
> > inventory systems.
> >
> > Michael D Novack
> >
> > PS: Interfaces with an inventory system sim

Re: 13 Column Reporting Starting July ending June plus Total

[Adrien Monteleone]

Sadly, no.

You'd either have to create this report from scratch, or run the individual
reports and export them to a spreadsheet for a consolidated view.

Regards,
Adrien

On Thu, Feb 8, 2018 at 10:24 PM, Roger Hatton  wrote:

> Is there a simple way to generate a 13 column Profit and Loss
> and a 13 column Balance Sheet showing monthly movements?
>
> My apology if this question has been asked often before but
> being new I can't see the answer to what I hope is a simple
> question, with one menu item to action these two reports?
>
> Is there also a cumulative monthly balance sheet function
> over 12 columns (no 13th Column needed)?
>
> With thanks and congratulations on an interesting system.
>
> Roger H
> ___
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13 Column Reporting Starting July ending June plus Total

[Roger Hatton]

Is there a simple way to generate a 13 column Profit and Loss
and a 13 column Balance Sheet showing monthly movements?

My apology if this question has been asked often before but
being new I can't see the answer to what I hope is a simple
question, with one menu item to action these two reports?

Is there also a cumulative monthly balance sheet function
over 12 columns (no 13th Column needed)?

With thanks and congratulations on an interesting system.

Roger H
___
gnucash-user mailing list
gnucash-user@gnucash.org
To update your subscription preferences or to unsubscribe:
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Please remember to CC this list on all your replies.
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