Re: General Journal - history limit and search

[David Carlson]

Roger,

I do not normally start a search from the General Ledger view or I would
have known that it worked exactly as you described, at least in my
installation of release 2.6.11 in Linux.

The instructions for searching in the entire database state that one should
start from the chart of accounts, and that is the method that I usually use.

If one starts from a standard account register view a search opens a new
results window and leaves the account register view alone.

I have not found a way to 'back out' of a search result either, and , in
fact, I am often frustrated by the fact that there is no way to see what
was searched in or for what to generate that last search result window.
The search tool has an option to start a new search or to refine the last
search, but I have no idea if that actually does anything.

Occasionally I have seen a request to be able to save a search criteria
set, but as the program is now, with no way to identify the criteria, a
saved search would be useless.

If you can succinctly describe a better way to implement a search procedure
within the current GnuCash UI, suggest that as a potential improvement.

David C

On Tue, Oct 31, 2017 at 10:17 PM, Roger Oliver  wrote:

> I thought so too but it doesn't seem to work that way. I keep the general
> journal open on the desktop. It isn't that difficult to open it again, just
> a curiosity that it didn't show the search results in a new window like the
> account journals.
>
> Once it shows the search results, I haven't figured out a way to get the
> general journal back to showing all the transactions after doing a search
> other than by opening another general journal. Might be able to do it by
> changing the filter settings in view. I'll try that tomorrow. Thanks
>
> On Oct 31, 2017 7:20 PM, "David Carlson" 
> wrote:
>
>> Roger, for your second question, I think that a search in the General
>> ledger view should produce it's results in a new results view rather than
>> the first General Ledger view.
>>
>> However, if I am wrong about that, it should be simple to open a new
>> General Ledger view from the menu.  You should not need to close the
>> previous results views unless you do not expect to go back to them and you
>> would rather have less clutter on your desktop.
>>
>> David C
>>
>> On Tue, Oct 31, 2017 at 12:23 PM, Roger Oliver  wrote:
>>
>>> Perfect. Thanks
>>>
>>> On Oct 31, 2017 11:08 AM, "Aaron Laws"  wrote:
>>>
>>> > On Tue, Oct 31, 2017 at 12:39 PM, Roger Oliver 
>>> wrote:
>>> >
>>> >> I notice my general journal only goes back to the beginning of
>>> Octuber.
>>> >> Transactions from September don't show. A search by date doesn't find
>>> any
>>> >> transactions earlier than October either. Is there a setting I'm
>>> >> overlooking to include everything in the general journal?
>>> >>
>>> >> Also, when I search the general journal the results are shows in the
>>> same
>>> >> journal, not in another register. Don't know how to get the general
>>> >> journal
>>> >> back to showing all the transactions. I just close it and open the
>>> general
>>> >> journal again from the tools menu. Is there a better way? Something
>>> I'm
>>> >> not
>>> >> doing correctly in the search criteria window?
>>> >>
>>> >> Thanks,
>>> >> Roger
>>> >
>>> >
>>> > With the General Ledger open, click "View" then "Filter By..." and
>>> adjust
>>> > the filter to your liking. It doesn't remember this setting, so you'll
>>> have
>>> > to do it any time you close then reopen gnucash.
>>> >
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>>>
>>
>>
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Re: General Journal - history limit and search

[Roger Oliver]

I thought so too but it doesn't seem to work that way. I keep the general
journal open on the desktop. It isn't that difficult to open it again, just
a curiosity that it didn't show the search results in a new window like the
account journals.

Once it shows the search results, I haven't figured out a way to get the
general journal back to showing all the transactions after doing a search
other than by opening another general journal. Might be able to do it by
changing the filter settings in view. I'll try that tomorrow. Thanks

On Oct 31, 2017 7:20 PM, "David Carlson" 
wrote:

> Roger, for your second question, I think that a search in the General
> ledger view should produce it's results in a new results view rather than
> the first General Ledger view.
>
> However, if I am wrong about that, it should be simple to open a new
> General Ledger view from the menu.  You should not need to close the
> previous results views unless you do not expect to go back to them and you
> would rather have less clutter on your desktop.
>
> David C
>
> On Tue, Oct 31, 2017 at 12:23 PM, Roger Oliver  wrote:
>
>> Perfect. Thanks
>>
>> On Oct 31, 2017 11:08 AM, "Aaron Laws"  wrote:
>>
>> > On Tue, Oct 31, 2017 at 12:39 PM, Roger Oliver 
>> wrote:
>> >
>> >> I notice my general journal only goes back to the beginning of Octuber.
>> >> Transactions from September don't show. A search by date doesn't find
>> any
>> >> transactions earlier than October either. Is there a setting I'm
>> >> overlooking to include everything in the general journal?
>> >>
>> >> Also, when I search the general journal the results are shows in the
>> same
>> >> journal, not in another register. Don't know how to get the general
>> >> journal
>> >> back to showing all the transactions. I just close it and open the
>> general
>> >> journal again from the tools menu. Is there a better way? Something I'm
>> >> not
>> >> doing correctly in the search criteria window?
>> >>
>> >> Thanks,
>> >> Roger
>> >
>> >
>> > With the General Ledger open, click "View" then "Filter By..." and
>> adjust
>> > the filter to your liking. It doesn't remember this setting, so you'll
>> have
>> > to do it any time you close then reopen gnucash.
>> >
>> ___
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>> https://lists.gnucash.org/mailman/listinfo/gnucash-user
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>> Please remember to CC this list on all your replies.
>> You can do this by using Reply-To-List or Reply-All.
>>
>
>
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Re: General Journal - history limit and search

[David Carlson]

Roger, for your second question, I think that a search in the General
ledger view should produce it's results in a new results view rather than
the first General Ledger view.

However, if I am wrong about that, it should be simple to open a new
General Ledger view from the menu.  You should not need to close the
previous results views unless you do not expect to go back to them and you
would rather have less clutter on your desktop.

David C

On Tue, Oct 31, 2017 at 12:23 PM, Roger Oliver  wrote:

> Perfect. Thanks
>
> On Oct 31, 2017 11:08 AM, "Aaron Laws"  wrote:
>
> > On Tue, Oct 31, 2017 at 12:39 PM, Roger Oliver 
> wrote:
> >
> >> I notice my general journal only goes back to the beginning of Octuber.
> >> Transactions from September don't show. A search by date doesn't find
> any
> >> transactions earlier than October either. Is there a setting I'm
> >> overlooking to include everything in the general journal?
> >>
> >> Also, when I search the general journal the results are shows in the
> same
> >> journal, not in another register. Don't know how to get the general
> >> journal
> >> back to showing all the transactions. I just close it and open the
> general
> >> journal again from the tools menu. Is there a better way? Something I'm
> >> not
> >> doing correctly in the search criteria window?
> >>
> >> Thanks,
> >> Roger
> >
> >
> > With the General Ledger open, click "View" then "Filter By..." and adjust
> > the filter to your liking. It doesn't remember this setting, so you'll
> have
> > to do it any time you close then reopen gnucash.
> >
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Re: General Journal - history limit and search

[Roger Oliver]

Perfect. Thanks

On Oct 31, 2017 11:08 AM, "Aaron Laws"  wrote:

> On Tue, Oct 31, 2017 at 12:39 PM, Roger Oliver  wrote:
>
>> I notice my general journal only goes back to the beginning of Octuber.
>> Transactions from September don't show. A search by date doesn't find any
>> transactions earlier than October either. Is there a setting I'm
>> overlooking to include everything in the general journal?
>>
>> Also, when I search the general journal the results are shows in the same
>> journal, not in another register. Don't know how to get the general
>> journal
>> back to showing all the transactions. I just close it and open the general
>> journal again from the tools menu. Is there a better way? Something I'm
>> not
>> doing correctly in the search criteria window?
>>
>> Thanks,
>> Roger
>
>
> With the General Ledger open, click "View" then "Filter By..." and adjust
> the filter to your liking. It doesn't remember this setting, so you'll have
> to do it any time you close then reopen gnucash.
>
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Re: General Journal - history limit and search

[Roger Oliver]

Perfect. Thanks

On Oct 31, 2017 11:01 AM, "Maf. King"  wrote:

> On Tuesday, 31 October 2017 16:39:28 GMT Roger Oliver wrote:
> > I notice my general journal only goes back to the beginning of Octuber.
> > Transactions from September don't show. A search by date doesn't find any
> > transactions earlier than October either. Is there a setting I'm
> > overlooking to include everything in the general journal?
> >
>
> Hi,
>
> ISTR that the GL defaults to showing the current month only.  View ->
> Filter
> By -> [Date] should get you going...
>
> HTH,
> Maf.
>
>
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Re: General Journal - history limit and search

[Aaron Laws]

On Tue, Oct 31, 2017 at 12:39 PM, Roger Oliver  wrote:

> I notice my general journal only goes back to the beginning of Octuber.
> Transactions from September don't show. A search by date doesn't find any
> transactions earlier than October either. Is there a setting I'm
> overlooking to include everything in the general journal?
>
> Also, when I search the general journal the results are shows in the same
> journal, not in another register. Don't know how to get the general journal
> back to showing all the transactions. I just close it and open the general
> journal again from the tools menu. Is there a better way? Something I'm not
> doing correctly in the search criteria window?
>
> Thanks,
> Roger


With the General Ledger open, click "View" then "Filter By..." and adjust
the filter to your liking. It doesn't remember this setting, so you'll have
to do it any time you close then reopen gnucash.
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Re: General Journal - history limit and search

[Maf. King]

On Tuesday, 31 October 2017 16:39:28 GMT Roger Oliver wrote:
> I notice my general journal only goes back to the beginning of Octuber.
> Transactions from September don't show. A search by date doesn't find any
> transactions earlier than October either. Is there a setting I'm
> overlooking to include everything in the general journal?
> 

Hi,

ISTR that the GL defaults to showing the current month only.  View -> Filter 
By -> [Date] should get you going...

HTH,
Maf.

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Re: General Journal - history limit and search

[Colin Law]

On 31 October 2017 at 16:39, Roger Oliver  wrote:
> I notice my general journal only goes back to the beginning of Octuber.

Try View > Filter By and on the Date tab click Show All

Colin
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Re: General Journal - history limit and search

[Adrien Monteleone]

That should have been “shouldn’t have a limit” - sorry.


Regards,
Adrien

> On Oct 31, 2017, at 11:54 AM, Adrien Monteleone  
> wrote:
> 
> Interesting.
> 
> I’m noticing this too on 2.6.18 on El Capitan.
> 
> I rarely use the General Ledger, so I can’t say if it provided more history 
> in the past or not.
> 
> Personally, I enter everything directly in accounts anyway (save for business 
> features) and can always see the full history for that account. I would think 
> the ledger either should have a limit, or have a specified date range.
> 
> Regards,
> Adrien
> 
>> On Oct 31, 2017, at 11:39 AM, Roger Oliver  wrote:
>> 
>> I notice my general journal only goes back to the beginning of Octuber.
>> Transactions from September don't show. A search by date doesn't find any
>> transactions earlier than October either. Is there a setting I'm
>> overlooking to include everything in the general journal?
>> 
>> Also, when I search the general journal the results are shows in the same
>> journal, not in another register. Don't know how to get the general journal
>> back to showing all the transactions. I just close it and open the general
>> journal again from the tools menu. Is there a better way? Something I'm not
>> doing correctly in the search criteria window?
>> 
>> Thanks,
>> Roger
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> 

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Re: General Journal - history limit and search

[Adrien Monteleone]

Interesting.

I’m noticing this too on 2.6.18 on El Capitan.

I rarely use the General Ledger, so I can’t say if it provided more history in 
the past or not.

Personally, I enter everything directly in accounts anyway (save for business 
features) and can always see the full history for that account. I would think 
the ledger either should have a limit, or have a specified date range.

Regards,
Adrien

> On Oct 31, 2017, at 11:39 AM, Roger Oliver  wrote:
> 
> I notice my general journal only goes back to the beginning of Octuber.
> Transactions from September don't show. A search by date doesn't find any
> transactions earlier than October either. Is there a setting I'm
> overlooking to include everything in the general journal?
> 
> Also, when I search the general journal the results are shows in the same
> journal, not in another register. Don't know how to get the general journal
> back to showing all the transactions. I just close it and open the general
> journal again from the tools menu. Is there a better way? Something I'm not
> doing correctly in the search criteria window?
> 
> Thanks,
> Roger
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General Journal - history limit and search

[Roger Oliver]

I notice my general journal only goes back to the beginning of Octuber.
Transactions from September don't show. A search by date doesn't find any
transactions earlier than October either. Is there a setting I'm
overlooking to include everything in the general journal?

Also, when I search the general journal the results are shows in the same
journal, not in another register. Don't know how to get the general journal
back to showing all the transactions. I just close it and open the general
journal again from the tools menu. Is there a better way? Something I'm not
doing correctly in the search criteria window?

Thanks,
Roger
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