Re: [GNC] Account Summary Report Question

[Michael or Penny Novack]

However, you don't have to do this every time you want to run the same
report with the same options. After setting it up as you want it, use
Saved Report Configurations. Find information about that in the
documentation.


Your options would be saved even if you didn't do a "saved reports" as 
long as the report is still "open" (a tab exists for it). Thus typically 
for each set of books I have at least an Income Statement and a Balance 
Sheet still "open". This is a matter of how you use gnucash. In my case, 
I never have more than a few tabs open at the same time so plenty of 
room on that bar.


After running a report, I normally would export it to a directory which 
holds [past reports for that entity (that set of books). Note that 
especially in the past I would be keeping the books for a number of 
organizations.  That means a given report might be wanted in different 
forms, so exporting the "raw report" and then editing outside of gnucash 
to get the finished reports far easier << the level of detail wanted by 
a Board of Directors and the level of detail needed to fill out things 
like the 990-EZ or determine if 1099-MISCs need to be filed not the 
same.Thus the Bod might want to see the total paid for mowing orchards, 
not how much to each farmer doing that and whether >$600 in the year 
(1099-MISC needed).



Michael D Novack


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Re: [GNC] Account Summary Report Question

[Stan Brown]

>> Edit » Report Options is your friend.  For your specific question,
>> within report options it's Display » Parent account balances. The
>> default is "Account Balance", which of course is zero for a placeholder.
>> You want to change that to "Subtotal".
> 
> [GnuCash] requires you to first run the report (the report now exists) and
> then you get to use edit => report options to change the options you
> want for this report. 

However, you don't have to do this every time you want to run the same
report with the same options. After setting it up as you want it, use
Saved Report Configurations. Find information about that in the
documentation.

Stan Brown
Tehachapi, CA, USA
https://BrownMath.com
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Re: [GNC] Account Summary Report Question

[Michael or Penny Novack]

Edit » Report Options is your friend.  For your specific question,
within report options it's Display » Parent account balances. The
default is "Account Balance", which of course is zero for a placeholder.
You want to change that to "Subtotal".



All new users need to familiarize themselves with all the options they 
have available to them for every report they intend to run. Learn what 
options you wish for each report. You should be asking here if/f you 
have already done that, explored the options available to you, and still 
can't  find what you want.


But do note --- gnucash might at first seem slightly odd in that it does 
not allow you to first choose the options for a report you are about to 
run. It requires you to first run the report (the report now exists) and 
then you get to use edit => report options to change the options you 
want for this report. A moment or two of thought should make it clear to 
you why this must be so. You could have more than one instance of a 
report in existence (a tab for it). For example, you might have two 
balance statement reports,report options) one for date X and one for 
date Y (the effective date of the balance statement is one of the things 
you set using report options)



Michael D Novack

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Re: [GNC] Account Summary Report Question

[Chris Ledbetter via gnucash-user]

Thank you - this issue is now closed

Sent from my iPhone

> On May 19, 2023, at 11:06 AM, Stan Brown (using GC 2.6.19) 
>  wrote:
> 
> On 2023-05-19 07:13, Chris Ledbetter via gnucash-user wrote:
>> I’m getting a feel for the reports section and I pulled up Account
>> Summary.  Is there a way for the reports to fill in, what I think is,
>> missing information or is that how this type of report works?  For
>> example, I think it would be more helpful for me if the Assets and
>> Current Assets are filled in and not 0.00. 
> 
> Edit » Report Options is your friend.  For your specific question,
> within report options it's Display » Parent account balances. The
> default is "Account Balance", which of course is zero for a placeholder.
> You want to change that to "Subtotal".
> 
> I'm using an older version, so the exact wording in the option dialog
> might vary slightly.
> 
> Stan Brown
> Tehachapi, CA, USA
> https://BrownMath.com
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Re: [GNC] Account Summary Report Question

[Stan Brown (using GC 2.6.19)]

On 2023-05-19 07:13, Chris Ledbetter via gnucash-user wrote:
> I’m getting a feel for the reports section and I pulled up Account
> Summary.  Is there a way for the reports to fill in, what I think is,
> missing information or is that how this type of report works?  For
> example, I think it would be more helpful for me if the Assets and
> Current Assets are filled in and not 0.00. 

Edit » Report Options is your friend.  For your specific question,
within report options it's Display » Parent account balances. The
default is "Account Balance", which of course is zero for a placeholder.
You want to change that to "Subtotal".

I'm using an older version, so the exact wording in the option dialog
might vary slightly.

Stan Brown
Tehachapi, CA, USA
https://BrownMath.com
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Re: [GNC] Report Question

[Matthew Clay]

Hey Richard and Guillermo,

Thanks for your suggestions. I will try exporting the data and using
another tool.

Sincerely,
Matthew

On Sun, Mar 26, 2023, 04:20 Guille Lopez  wrote:

> Hello,
>
> For this purpose, one could also use a portfolio tracking specific tool
> such as https://www.portfolio-performance.info/en/.
>
> Using export function from GnuCash or the banks, it is not be too
> cumbersome to synchronize both software, remaining GnuCash in charge of
> the accounting part of the story and Portfolio Performance in charge of
> the portfolio analysis.
>
> Portfolio Performance offers the feature "Taxonomies" , which address
> your particular request.
>
> BR,
>
> Guillermo
>
> On 26/03/2023 03:10, R Losey wrote:
> > Hi.
> >
> > I don't consider myself accomplished regarding GnuCash Reports, but for
> > what you are wanting, it sounds like a spreadsheet is the perfect way to
> > go.  Maybe get the data into a spreadsheet, and then you can adjust it /
> > report it to your heart's content. If you find a good way to get a report
> > on just those accounts, it seems that (based on other emails here) you
> can
> > cut and paste the report data into a spreadsheet.
> >
> >
> > On Fri, Mar 24, 2023 at 9:11 PM Matthew Clay  wrote:
> >
> >> I have used gnucash for a few years, and have all of my investments
> sorted
> >> by account. To understand how my investments are distributed, it would
> be
> >> very convenient for me to have a report that computes the percentage of
> >> certain investments in the whole, e.g., the percent that is bonds. Is it
> >> possible for me to write a report in which I sort my investments and
> then
> >> compute quantities like percentages, etc.?
> >> ___
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>
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Re: [GNC] Report Question

[Guille Lopez]

Hello,

For this purpose, one could also use a portfolio tracking specific tool 
such as https://www.portfolio-performance.info/en/.


Using export function from GnuCash or the banks, it is not be too 
cumbersome to synchronize both software, remaining GnuCash in charge of 
the accounting part of the story and Portfolio Performance in charge of 
the portfolio analysis.


Portfolio Performance offers the feature "Taxonomies" , which address 
your particular request.


BR,

Guillermo

On 26/03/2023 03:10, R Losey wrote:

Hi.

I don't consider myself accomplished regarding GnuCash Reports, but for
what you are wanting, it sounds like a spreadsheet is the perfect way to
go.  Maybe get the data into a spreadsheet, and then you can adjust it /
report it to your heart's content. If you find a good way to get a report
on just those accounts, it seems that (based on other emails here) you can
cut and paste the report data into a spreadsheet.


On Fri, Mar 24, 2023 at 9:11 PM Matthew Clay  wrote:


I have used gnucash for a few years, and have all of my investments sorted
by account. To understand how my investments are distributed, it would be
very convenient for me to have a report that computes the percentage of
certain investments in the whole, e.g., the percent that is bonds. Is it
possible for me to write a report in which I sort my investments and then
compute quantities like percentages, etc.?
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Re: [GNC] Report Question

[R Losey]

Hi.

I don't consider myself accomplished regarding GnuCash Reports, but for
what you are wanting, it sounds like a spreadsheet is the perfect way to
go.  Maybe get the data into a spreadsheet, and then you can adjust it /
report it to your heart's content. If you find a good way to get a report
on just those accounts, it seems that (based on other emails here) you can
cut and paste the report data into a spreadsheet.


On Fri, Mar 24, 2023 at 9:11 PM Matthew Clay  wrote:

> I have used gnucash for a few years, and have all of my investments sorted
> by account. To understand how my investments are distributed, it would be
> very convenient for me to have a report that computes the percentage of
> certain investments in the whole, e.g., the percent that is bonds. Is it
> possible for me to write a report in which I sort my investments and then
> compute quantities like percentages, etc.?
> ___
> gnucash-user mailing list
> gnucash-user@gnucash.org
> To update your subscription preferences or to unsubscribe:
> https://lists.gnucash.org/mailman/listinfo/gnucash-user
> -
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>


-- 
_
Richard Losey
rlo...@gmail.com
Micah 6:8
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[GNC] Report Question

[Matthew Clay]

I have used gnucash for a few years, and have all of my investments sorted
by account. To understand how my investments are distributed, it would be
very convenient for me to have a report that computes the percentage of
certain investments in the whole, e.g., the percent that is bonds. Is it
possible for me to write a report in which I sort my investments and then
compute quantities like percentages, etc.?
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Re: [GNC] Report question

[Michael or Penny Novack]

I have two classes of Expenses, "Ordinary" and "Exceptional"; I want the
full breakdown of the Exceptional expenses (which is provided) but I
only need the total for the Ordinary expenses. After a few hours of
clicking check boxes I've not been able to get what I want - is it
possible?

You have given a perfect example why it can be better to run the report 
(in Gnucash) and then export the raw re[port to a document you can edit 
as needed. I used to vary detail by area all the time, but I didn't ask 
gnucash to do that for me.


Thus as treasurer, needed full breakdowns, how much went to each intern, 
how much was time and how much mileage reimbursement << for tax filing 
>> but on their copy of the quarterly report the board of directors 
just care about the total spent on interns . Or for an event, the 
postage and mailing expense separate (line item on 990/990-EZ) but for 
the BoD just expense total for the event.


Note that even if you HAD "boxes to click on and off" this would be 
slower than editing out unwanted detail using a full capability editor.


Michael D Novack


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Re: [GNC] Report question

[R Losey]

Noted; however, there comes a time for everyone when the work involved in
the more complex solution is not worth just adopting the simple solution.
If you did get it to work as a single report, it is likely to be multi-page
anyway... I think you've probably hit the limit of the reports; I'm not
aware of any way to have one report in which some accounts are just
summarized and others have detailed information, unless you change how the
data is entered somehow. But best wishes with your project.

On Fri, Feb 10, 2023 at 12:23 PM Eric Coates via gnucash-user <
gnucash-user@gnucash.org> wrote:

> Adrien wrote:
>
> "When starting a new topic, rather than replying to an existing one,
> simply send a new message to the list address. Otherwise, it might not
> get noticed
>
> Sorry. Although I did start with an existing post I changed the Subject
> and I thought that would have removed the antecedents of the original
> message. I live and learn!
>
> Richard asked:
>
> "... why not have two reports; one with Ordinary Expense accounts
> selected, and the other with the Exceptional account selected. For the
> latter, you can have it show the full breakdown"
>
> Indeed that would be simple but as I said I'm exploring the reports ie
> pushing the limits of my knowledge. It has the disadvantage that I would
> need multiple reports to get what I want which basically boils down to
> "everything on one sheet of paper". Yes I'm aware of the spreadsheet
> work around but "why do it easy when you can do it Eric" as a friend of
> mine often asked!
>
> 
>
> Adrien suggested using the multi column report. I have tried this but,
> having got a Profit & Loss report in each of the two columns I cannot
> see any way of trimming them down. There is no information as how to do
> this in the manual (9.3.5.2). Suggestions would be welcomed. (I'm using
> GnuCash 4.8 on Ubuntu Mate 22.04, is the full functionality only
> available in a later version/elsewhere?)
>
> For completeness: My account structure structure is not the one Adrien
> suggested; our expenses are separated into ""Ordinary" and "Exceptional"
> according to our requirements (to other people it probably looks
> arbitrary!) and both classes are top level accounts of Type Expense.
>
> Thank you for your patience
>
> Eric
>
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-- 
_
Richard Losey
rlo...@gmail.com
Micah 6:8
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Re: [GNC] Report question

[Eric Coates via gnucash-user]

Adrien wrote:

"When starting a new topic, rather than replying to an existing one, 
simply send a new message to the list address. Otherwise, it might not 
get noticed


Sorry. Although I did start with an existing post I changed the Subject 
and I thought that would have removed the antecedents of the original 
message. I live and learn!


Richard asked:

"... why not have two reports; one with Ordinary Expense accounts 
selected, and the other with the Exceptional account selected. For the 
latter, you can have it show the full breakdown"


Indeed that would be simple but as I said I'm exploring the reports ie 
pushing the limits of my knowledge. It has the disadvantage that I would 
need multiple reports to get what I want which basically boils down to 
"everything on one sheet of paper". Yes I'm aware of the spreadsheet 
work around but "why do it easy when you can do it Eric" as a friend of 
mine often asked!




Adrien suggested using the multi column report. I have tried this but, 
having got a Profit & Loss report in each of the two columns I cannot 
see any way of trimming them down. There is no information as how to do 
this in the manual (9.3.5.2). Suggestions would be welcomed. (I'm using 
GnuCash 4.8 on Ubuntu Mate 22.04, is the full functionality only 
available in a later version/elsewhere?)


For completeness: My account structure structure is not the one Adrien 
suggested; our expenses are separated into ""Ordinary" and "Exceptional" 
according to our requirements (to other people it probably looks 
arbitrary!) and both classes are top level accounts of Type Expense.


Thank you for your patience

Eric

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Re: [GNC] Report question

[R Losey]

This may be simple-minded, but why not have two reports; one with Ordinary
Expense accounts selected, and the other with the Exceptional account
selected. For the latter, you can have it show the full breakdown.

On Thu, Feb 9, 2023 at 7:50 AM Eric Coates via gnucash-user <
gnucash-user@gnucash.org> wrote:

> Good afternoon
>
> I've decided to do some exploration of the Reports option in GnuCash,
> specifically the Reports/Income & Expense/Profit & loss.
>
> The default settings give me much of what I want but ...
>
> I have two classes of Expenses, "Ordinary" and "Exceptional"; I want the
> full breakdown of the Exceptional expenses (which is provided) but I
> only need the total for the Ordinary expenses. After a few hours of
> clicking check boxes I've not been able to get what I want - is it
> possible?
>
> I'm old enough it's not always possible to have what I want (and frankly
> I can live with what is provided) but it would be nice!
>
> Thanks for any guidance
>
> Eric
>
> ___
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-- 
_
Richard Losey
rlo...@gmail.com
Micah 6:8
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Re: [GNC] Report question

[Adrien Monteleone]

Eric,

When starting a new topic, rather than replying to an existing one, 
simply send a new message to the list address. Otherwise, it might not 
get noticed.


--

As to your specific question, I'm not sure how you're dividing up your 
Ordinary & Exceptional expenses. GnuCash doesn't have a means (as of 
now) to divide Expense or Income reporting on a P/Income Statement 
into any sort of categories or classifications. (commonly used in 
Managerial Accounting)


Option 1


Create an intermediary placeholder account for Ordinary & Exceptional 
under the main Expenses account:


Expenses:Ordinary
Expenses:Exceptional

and then place your various expense accounts under these.

Use the Multi-Column Report, place a P in each column, set one for 
Ordinary and only 1 level so you'll get just the total, set the other 
for Exceptional and set it for ALL levels. (or however many desired) 
Only include the relevant accounts in each. The technically don't have 
to be in separate side-by-side columns. Think of them more as 'sections' 
or 'frames'. The Dashboard is an example of this.


If you mostly have a case where set accounts don't fall under either 
classification on an exclusive and regular basis (that is, sometimes 
they are Ordinary, sometimes not) then your best bet would be:


Option 2


'Tag' your Memo or Action fields with 'Ordinary' or 'Exceptional' as needed.

Then run a Transaction Report using the preferred tag as a filter.

Unfortunately, you'd have to do this separately for each tag, as even 
though you could write a REGEX to cover both, it would not separate them.


Option 3

Run a regular P, export or copy/paste to a spreadsheet app and 
manipulate further as desired.


Regards,
Adrien

On 2/9/23 7:48 AM, Eric Coates via gnucash-user wrote:

Good afternoon

I've decided to do some exploration of the Reports option in GnuCash, 
specifically the Reports/Income & Expense/Profit & loss.


The default settings give me much of what I want but ...

I have two classes of Expenses, "Ordinary" and "Exceptional"; I want the 
full breakdown of the Exceptional expenses (which is provided) but I 
only need the total for the Ordinary expenses. After a few hours of 
clicking check boxes I've not been able to get what I want - is it 
possible?


I'm old enough it's not always possible to have what I want (and frankly 
I can live with what is provided) but it would be nice!


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[GNC] Report question

[Eric Coates via gnucash-user]

Good afternoon

I've decided to do some exploration of the Reports option in GnuCash, 
specifically the Reports/Income & Expense/Profit & loss.


The default settings give me much of what I want but ...

I have two classes of Expenses, "Ordinary" and "Exceptional"; I want the 
full breakdown of the Exceptional expenses (which is provided) but I 
only need the total for the Ordinary expenses. After a few hours of 
clicking check boxes I've not been able to get what I want - is it possible?


I'm old enough it's not always possible to have what I want (and frankly 
I can live with what is provided) but it would be nice!


Thanks for any guidance

Eric

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Re: [GNC] Report question

[Adrien Monteleone]

No need to open in a browser first. LibreOffice Calc can open/import an 
HTML table just fine, though you may want to play with formatting after.


Regards,
Adrien

On 2/26/22 3:24 PM, davidcousen...@gmail.com wrote:

Alternatively the menu item File->Export->Export Report will export the report
as HTML and you can open it in a browser, Ctrl-A, Ctrl_C and then paste to a
spreadsheet. Save in desired format


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Re: [GNC] Report question

[davidcousens49]

Paul

You can copy the report to a spreadsheet by selecting the report tab, selecting
all the content using Ctrl-A, copy it with Ctrl-C and paste it into your
favourite spreadsheet. Works into LibreOffice Calc and should work equally with
Excel. You can then save it either as CSV or in the spreadsheet format.

Works for GnuCash 4.9 on Linux Mint 20.2 

Alternatively the menu item File->Export->Export Report will export the report
as HTML and you can open it in a browser, Ctrl-A, Ctrl_C and then paste to a
spreadsheet. Save in desired format

These are fairly simple to do and avoid having to write a lot of code.

David Cousens

On Sat, 2022-02-26 at 09:56 -0700, Paul Kinzelman wrote:
> Thank you for the detailed instructions.
> I found that 'Transaction Report' will do what I want, but then
> I can't export to CSV.
> 
> I can export to HTML by Export Report
> I can 'Export as PDF' but not CSV. That's what I'm missing.
> This would be really nice to add.
> 
> I can Export Transactions, but that does not export the transactions
> of the transaction report which is what I wanted to do.
> 
> On 2/25/2022 6:08 PM, Tommy Trussell wrote:
> > On Fri, Feb 25, 2022 at 9:27 AM Paul Kinzelman  wrote:
> > 
> > Do you mean Account Report? But when I go to File | Export, it asks
> > me which accounts again, it doesn't export the actual report.
> > 
> > When I export the transactions I want, it exports both sides of the
> > transaction, so the column sum is always zero whereas I want the
> > sum of the transactions.
> > 
> > In other words, each transaction takes two lines, the line I want
> > (the expense of what I bought), and the next line which is the
> > account that paid it (like a charge card).
> > 
> > How do I get rid of the double-lines on the export?
> > 
> > 
> > We're apparently not seeing the same thing you are.
> > 
> > Here's a way to get an Account Report for your credit card 
> > transactions. (This is using GnuCash 4.9.)
> > 
> > 1) Open the account
> >Accounts tab --> open Liabilities : Credit Cards : BigBankTwo VISA  
> > (yours will differ)
> > 
> > 2) Use Filter By to select the transactions you want [while the 
> > register is active]
> >View --> Filter By (choose parameters such as date, number of days, 
> > reconciled, etc.)
> > 
> > 3) Open Account Report [while the filtered register is active]
> > Reports --> Account Report
> > 
> > 4) Adjust the options on the report
> >Edit --> Report Options
> >(here you can adjust specific columns, single or double amount 
> > columns, totals or running total, style, report name, etc.)
> > 
> > 5) Export the report
> > You can copy what's on your screen and paste it into a word 
> > processor or spreadsheet
> > OR
> > File --> Export --> Export Report  (give it a name -- it will save 
> > an .html file you can open with a web browser or a spreadsheet program)
> > 
> > -
> > 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: [GNC] Report question

[Paul Kinzelman]

Thanks for the suggestion, but I'm not trying anything huge.
I just tried to get a quick spreadsheet out of it and stumbled.
I thought there would be some easy way to get quick reports
like there was in Quicken, but GC requires more user assembly.
It's the Ikea of financial software. :-)

The suggestions you made helped.
Thanks very much!

On 2/26/2022 1:30 PM, D. wrote:
If you took the report data and pasted it directly into your favorite 
spreadsheet, you could save the result as CSV, no problem.


At this point, it might be more useful if you explained more 
completely what it is you're trying to accomplish. Then people on the 
list could help you solve the problem, rather than half answer your 
half-stated question.


David

*From:* Paul Kinzelman
*Sent:* Sat Feb 26 11:56:27 EST 2022
*To:* Tommy Trussell
*Cc:* Gnucash Elist
*Subject:* Re: [GNC] Report question

Thank you for the detailed instructions.
I found that 'Transaction Report' will do what I want, but then
I can't export to CSV.

I can export to HTML by Export Report
I can 'Export as PDF' but not CSV. That's what I'm missing.
This would be really nice to add.

I can Export Transactions, but that does not export the transactions
of the transaction report which is what I wanted to do.

On 2/25/2022 6:08 PM, Tommy Trussell wrote:

On Fri, Feb 25, 2022 at 9:27 AM Paul Kinzelman
 wrote: Do you mean Account Report? But when I
go to File | Export, it asks me which accounts again, it doesn't
export the actual report. When I export the transactions I want,
it exports both sides of the transaction, so the column sum is
always zero whereas I want the sum of the transactions. In other
words, each transaction takes two lines, the line I want (the
expense of what I bought), and the next line which is the account
that paid it (like a charge card). How do I get rid of the
double-lines on the export? We're apparently not seeing the same
thing you are. Here's a way to get an Account Report for your
credit card transactions. (This is using GnuCash 4.9.) 1) Open the
account    Accounts tab --> open Liabilities : Credit Cards :
BigBankTwo VISA (yours will differ) 2) Use Filter By to select the
transactions you want [while the register is active]    View -->
Filter By (choose parameters such as date, number of days,
reconciled, etc.) 3) Open Account Report [while the filtered
register is active]     Reports --> Account Report 4) Adjust the
options on the report    Edit --> Report Options    (here you can
adjust specific columns, single or double amount columns, totals
or running total, style, report name, etc.) 5) Export the report  
  You can copy what's on your screen and paste it into a word
processor or spreadsheet     OR     File --> Export --> Export
Report  (give it a name -- it will save an .html file you can open
with a web browser or a spreadsheet program) - 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: [GNC] Report question

[D. via gnucash-user]

If you took the report data and pasted it directly into your favorite 
spreadsheet, you could save the result as CSV, no problem. 

At this point, it might be more useful if you explained more completely what it 
is you're trying to accomplish. Then people on the list could help you solve 
the problem, rather than half answer your half-stated question. 

David


 Original Message 
From: Paul Kinzelman 
Sent: Sat Feb 26 11:56:27 EST 2022
To: Tommy Trussell 
Cc: Gnucash Elist 
Subject: Re: [GNC] Report question

Thank you for the detailed instructions.
I found that 'Transaction Report' will do what I want, but then
I can't export to CSV.

I can export to HTML by Export Report
I can 'Export as PDF' but not CSV. That's what I'm missing.
This would be really nice to add.

I can Export Transactions, but that does not export the transactions
of the transaction report which is what I wanted to do.

On 2/25/2022 6:08 PM, Tommy Trussell wrote:
> On Fri, Feb 25, 2022 at 9:27 AM Paul Kinzelman  wrote:
>
> Do you mean Account Report? But when I go to File | Export, it asks
> me which accounts again, it doesn't export the actual report.
>
> When I export the transactions I want, it exports both sides of the
> transaction, so the column sum is always zero whereas I want the
> sum of the transactions.
>
> In other words, each transaction takes two lines, the line I want
> (the expense of what I bought), and the next line which is the
> account that paid it (like a charge card).
>
> How do I get rid of the double-lines on the export?
>
>
> We're apparently not seeing the same thing you are.
>
> Here's a way to get an Account Report for your credit card 
> transactions. (This is using GnuCash 4.9.)
>
> 1) Open the account
>    Accounts tab --> open Liabilities : Credit Cards : BigBankTwo VISA  
> (yours will differ)
>
> 2) Use Filter By to select the transactions you want [while the 
> register is active]
>    View --> Filter By (choose parameters such as date, number of days, 
> reconciled, etc.)
>
> 3) Open Account Report [while the filtered register is active]
>     Reports --> Account Report
>
> 4) Adjust the options on the report
>    Edit --> Report Options
>    (here you can adjust specific columns, single or double amount 
> columns, totals or running total, style, report name, etc.)
>
> 5) Export the report
>     You can copy what's on your screen and paste it into a word 
> processor or spreadsheet
>     OR
>     File --> Export --> Export Report  (give it a name -- it will save 
> an .html file you can open with a web browser or a spreadsheet program)
>
> -
> 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: [GNC] Report question

[William Prescott]

I just looked at the html code for the transaction reports exported in html 
format. It would be trivial to write a converter to convert them to csv. And 
they are simple enough that probably all the existing html-to-csv converters 
would do a good job on them.

Will


On 2022 Feb 26, at 02-26 11:00:54, William Prescott  
wrote:

I found the same thing recently. I also would find it helpful to be able to 
export a transaction report as csv. If I had some free time, I would consider 
looking into adding that, but right now, I don't have the time.

Will

On 2022 Feb 26, at 02-26 10:56:27, Paul Kinzelman  wrote:

Thank you for the detailed instructions.
I found that 'Transaction Report' will do what I want, but then
I can't export to CSV.

I can export to HTML by Export Report
I can 'Export as PDF' but not CSV. That's what I'm missing.
This would be really nice to add.

I can Export Transactions, but that does not export the transactions
of the transaction report which is what I wanted to do.

On 2/25/2022 6:08 PM, Tommy Trussell wrote:
> On Fri, Feb 25, 2022 at 9:27 AM Paul Kinzelman  wrote:
> 
>   Do you mean Account Report? But when I go to File | Export, it asks
>   me which accounts again, it doesn't export the actual report.
> 
>   When I export the transactions I want, it exports both sides of the
>   transaction, so the column sum is always zero whereas I want the
>   sum of the transactions.
> 
>   In other words, each transaction takes two lines, the line I want
>   (the expense of what I bought), and the next line which is the
>   account that paid it (like a charge card).
> 
>   How do I get rid of the double-lines on the export?
> 
> 
> We're apparently not seeing the same thing you are.
> 
> Here's a way to get an Account Report for your credit card transactions. 
> (This is using GnuCash 4.9.)
> 
> 1) Open the account
>   Accounts tab --> open Liabilities : Credit Cards : BigBankTwo VISA  (yours 
> will differ)
> 
> 2) Use Filter By to select the transactions you want [while the register is 
> active]
>   View --> Filter By (choose parameters such as date, number of days, 
> reconciled, etc.)
> 
> 3) Open Account Report [while the filtered register is active]
>Reports --> Account Report
> 
> 4) Adjust the options on the report
>   Edit --> Report Options
>   (here you can adjust specific columns, single or double amount columns, 
> totals or running total, style, report name, etc.)
> 
> 5) Export the report
>You can copy what's on your screen and paste it into a word processor or 
> spreadsheet
>OR
>File --> Export --> Export Report  (give it a name -- it will save an 
> .html file you can open with a web browser or a spreadsheet program)
> 
>   -
>   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: [GNC] Report question

[William Prescott]

I found the same thing recently. I also would find it helpful to be able to 
export a transaction report as csv. If I had some free time, I would consider 
looking into adding that, but right now, I don't have the time.

Will

On 2022 Feb 26, at 02-26 10:56:27, Paul Kinzelman  wrote:

Thank you for the detailed instructions.
I found that 'Transaction Report' will do what I want, but then
I can't export to CSV.

I can export to HTML by Export Report
I can 'Export as PDF' but not CSV. That's what I'm missing.
This would be really nice to add.

I can Export Transactions, but that does not export the transactions
of the transaction report which is what I wanted to do.

On 2/25/2022 6:08 PM, Tommy Trussell wrote:
> On Fri, Feb 25, 2022 at 9:27 AM Paul Kinzelman  wrote:
> 
>Do you mean Account Report? But when I go to File | Export, it asks
>me which accounts again, it doesn't export the actual report.
> 
>When I export the transactions I want, it exports both sides of the
>transaction, so the column sum is always zero whereas I want the
>sum of the transactions.
> 
>In other words, each transaction takes two lines, the line I want
>(the expense of what I bought), and the next line which is the
>account that paid it (like a charge card).
> 
>How do I get rid of the double-lines on the export?
> 
> 
> We're apparently not seeing the same thing you are.
> 
> Here's a way to get an Account Report for your credit card transactions. 
> (This is using GnuCash 4.9.)
> 
> 1) Open the account
>Accounts tab --> open Liabilities : Credit Cards : BigBankTwo VISA  (yours 
> will differ)
> 
> 2) Use Filter By to select the transactions you want [while the register is 
> active]
>View --> Filter By (choose parameters such as date, number of days, 
> reconciled, etc.)
> 
> 3) Open Account Report [while the filtered register is active]
> Reports --> Account Report
> 
> 4) Adjust the options on the report
>Edit --> Report Options
>(here you can adjust specific columns, single or double amount columns, 
> totals or running total, style, report name, etc.)
> 
> 5) Export the report
> You can copy what's on your screen and paste it into a word processor or 
> spreadsheet
> OR
> File --> Export --> Export Report  (give it a name -- it will save an 
> .html file you can open with a web browser or a spreadsheet program)
> 
>-
>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: [GNC] Report question

[Paul Kinzelman]

Thank you for the detailed instructions.
I found that 'Transaction Report' will do what I want, but then
I can't export to CSV.

I can export to HTML by Export Report
I can 'Export as PDF' but not CSV. That's what I'm missing.
This would be really nice to add.

I can Export Transactions, but that does not export the transactions
of the transaction report which is what I wanted to do.

On 2/25/2022 6:08 PM, Tommy Trussell wrote:

On Fri, Feb 25, 2022 at 9:27 AM Paul Kinzelman  wrote:

Do you mean Account Report? But when I go to File | Export, it asks
me which accounts again, it doesn't export the actual report.

When I export the transactions I want, it exports both sides of the
transaction, so the column sum is always zero whereas I want the
sum of the transactions.

In other words, each transaction takes two lines, the line I want
(the expense of what I bought), and the next line which is the
account that paid it (like a charge card).

How do I get rid of the double-lines on the export?


We're apparently not seeing the same thing you are.

Here's a way to get an Account Report for your credit card 
transactions. (This is using GnuCash 4.9.)


1) Open the account
   Accounts tab --> open Liabilities : Credit Cards : BigBankTwo VISA  
(yours will differ)


2) Use Filter By to select the transactions you want [while the 
register is active]
   View --> Filter By (choose parameters such as date, number of days, 
reconciled, etc.)


3) Open Account Report [while the filtered register is active]
    Reports --> Account Report

4) Adjust the options on the report
   Edit --> Report Options
   (here you can adjust specific columns, single or double amount 
columns, totals or running total, style, report name, etc.)


5) Export the report
    You can copy what's on your screen and paste it into a word 
processor or spreadsheet

    OR
    File --> Export --> Export Report  (give it a name -- it will save 
an .html file you can open with a web browser or a spreadsheet program)


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Re: [GNC] Report question

[Tommy Trussell]

On Fri, Feb 25, 2022 at 9:27 AM Paul Kinzelman  wrote:

> Do you mean Account Report? But when I go to File | Export, it asks
> me which accounts again, it doesn't export the actual report.
>
> When I export the transactions I want, it exports both sides of the
> transaction, so the column sum is always zero whereas I want the
> sum of the transactions.
>
> In other words, each transaction takes two lines, the line I want
> (the expense of what I bought), and the next line which is the
> account that paid it (like a charge card).
>
> How do I get rid of the double-lines on the export?
>

We're apparently not seeing the same thing you are.

Here's a way to get an Account Report for your credit card transactions.
(This is using GnuCash 4.9.)

1) Open the account
   Accounts tab --> open Liabilities : Credit Cards : BigBankTwo VISA
(yours will differ)

2) Use Filter By to select the transactions you want [while the register is
active]
   View --> Filter By (choose parameters such as date, number of days,
reconciled, etc.)

3) Open Account Report [while the filtered register is active]
Reports --> Account Report

4) Adjust the options on the report
   Edit --> Report Options
   (here you can adjust specific columns, single or double amount columns,
totals or running total, style, report name, etc.)

5) Export the report
You can copy what's on your screen and paste it into a word processor
or spreadsheet
OR
File --> Export --> Export Report  (give it a name -- it will save an
.html file you can open with a web browser or a spreadsheet program)



> -
> 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: [GNC] Report question

[Paul Kinzelman]

Do you mean Account Report? But when I go to File | Export, it asks
me which accounts again, it doesn't export the actual report.

When I export the transactions I want, it exports both sides of the
transaction, so the column sum is always zero whereas I want the
sum of the transactions.

In other words, each transaction takes two lines, the line I want
(the expense of what I bought), and the next line which is the
account that paid it (like a charge card).

How do I get rid of the double-lines on the export?

Here's one line example:
02/23/2022  ff8275d221f24ecfa82aaf8f6e4c9852
Home Depot  weed block  CURRENCY::USD   


Expenses:House:Garden   Garden  $102.11 102.11  n   
1









Liabilities:Credit Card:DCUvisa
DCUvisa joint
$(102.11)   (102.11)n   
1



On 2/24/2022 1:09 PM, David Carlson wrote:
That procedure generates a mess, in my opinion. Wouldn't it be simpler 
to just run a register report?


On Thu, Feb 24, 2022 at 12:57 PM Paul Kinzelman  
wrote:


If I do a Search for the transactions I want, and then Export
Active Register, I can look at the CSV in a spreadsheet, but
both accounts of the transaction appear in the same column
so the sum of the amount column is always zero.

How do I export just one account's amount of each transaction
without the other side of the transaction being there so that
the sum of the column actually represents the sum of the
expenses of that Search?

TIA!




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--
David Carlson

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Re: [GNC] Report question

[William Prescott]

In the csv file created by exporting transactions, sort on the date field 
before doing anything. That will bring together all of the transactions on one 
line each without the other side of them.

Will

On 2022 Feb 24, at 02-24 12:56:15, Paul Kinzelman  wrote:

If I do a Search for the transactions I want, and then Export
Active Register, I can look at the CSV in a spreadsheet, but
both accounts of the transaction appear in the same column
so the sum of the amount column is always zero.

How do I export just one account's amount of each transaction
without the other side of the transaction being there so that
the sum of the column actually represents the sum of the
expenses of that Search?

TIA!




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Re: [GNC] Report question

[David Carlson]

That procedure generates a mess, in my opinion.  Wouldn't it be simpler to
just run a register report?

On Thu, Feb 24, 2022 at 12:57 PM Paul Kinzelman  wrote:

> If I do a Search for the transactions I want, and then Export
> Active Register, I can look at the CSV in a spreadsheet, but
> both accounts of the transaction appear in the same column
> so the sum of the amount column is always zero.
>
> How do I export just one account's amount of each transaction
> without the other side of the transaction being there so that
> the sum of the column actually represents the sum of the
> expenses of that Search?
>
> TIA!
>
>
>
>
> ___
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-- 
David Carlson
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[GNC] Report question

[Paul Kinzelman]

If I do a Search for the transactions I want, and then Export
Active Register, I can look at the CSV in a spreadsheet, but
both accounts of the transaction appear in the same column
so the sum of the amount column is always zero.

How do I export just one account's amount of each transaction
without the other side of the transaction being there so that
the sum of the column actually represents the sum of the
expenses of that Search?

TIA!




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Re: [GNC] Report Question

[Jack Frillman via gnucash-user]

Understand.
I only use a single currency so I should be fine then

Thanks.

On 9/22/21 8:31 PM, Christopher Lam wrote:

Yes it will use 2022 year if the report is launched in 2022.

This report is stable and will not be removed from gnucash. The only 
known blocker against it moving out of experimental is that the 
valuation into target currency is known to be slightly* flawed when 
multiple columns are involved. To fix it would cause the report to be 
much slower. If the book is single currency only then there are no 
known bugs on this report.


* Consider a book with multiple foreign or stock transactions at 
various dates; the weighted average / average cost pricing will 
attempt to value the conversion at a "reasonable" average price into 
the report currency. The mechanism to obtain price at multiple dates 
in this report will slightly differ from the single-date balance sheet 
or income statement report.


On Thu, 23 Sep 2021, 5:25 am Jack Frillman via gnucash-user, 
mailto:gnucash-user@gnucash.org>> wrote:



Using GNUC 4.4

I setup a Income Statement report from the Reports-->Experimental
report
options.
I have the Start Date set to "Start of this Year" and the End Date to
"End of this Year".

Will the date range of the report automatically switch to Jan 1
2022 to
Dec 31 2022 when the new year actually arrives?


Are these Experimental reports stable?

-- 
Old Unix programmers never die, they just mv to /dev/null

- Anonymous

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Re: [GNC] Report Question

[Christopher Lam]

Yes it will use 2022 year if the report is launched in 2022.

This report is stable and will not be removed from gnucash. The only known
blocker against it moving out of experimental is that the valuation into
target currency is known to be slightly* flawed when multiple columns are
involved. To fix it would cause the report to be much slower. If the book
is single currency only then there are no known bugs on this report.

* Consider a book with multiple foreign or stock transactions at various
dates; the weighted average / average cost pricing will attempt to value
the conversion at a "reasonable" average price into the report currency.
The mechanism to obtain price at multiple dates in this report will
slightly differ from the single-date balance sheet or income statement
report.

On Thu, 23 Sep 2021, 5:25 am Jack Frillman via gnucash-user, <
gnucash-user@gnucash.org> wrote:

>
> Using GNUC 4.4
>
> I setup a Income Statement report from the Reports-->Experimental report
> options.
> I have the Start Date set to "Start of this Year" and the End Date to
> "End of this Year".
>
> Will the date range of the report automatically switch to Jan 1 2022 to
> Dec 31 2022 when the new year actually arrives?
>
>
> Are these Experimental reports stable?
>
> --
> Old Unix programmers never die, they just mv to /dev/null
> - Anonymous
>
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[GNC] Report Question

[Jack Frillman via gnucash-user]

Using GNUC 4.4

I setup a Income Statement report from the Reports-->Experimental report 
options.
I have the Start Date set to "Start of this Year" and the End Date to 
"End of this Year".


Will the date range of the report automatically switch to Jan 1 2022 to 
Dec 31 2022 when the new year actually arrives?



Are these Experimental reports stable?

--
Old Unix programmers never die, they just mv to /dev/null
- Anonymous

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Re: [GNC] Transaction Report Question

[Adrien Monteleone]

Gareth,

Can you provide a screenshot of the incorrect report?

Can you describe *exactly* how you want it to look?

That report has lots of options. The default sorting is by Account Name, 
then by Register Date for the current accounting period. (default for 
which is 'This Year')


Also, please change the option for "Add options summary" to 'Always' on 
the General Tab and make sure that is included in your screenshot. (they 
will print at the top of the report) That way, we can see what options 
you have selected that generate the format shown.


We probably don't need to see the entire report, just the first page 
will illustrate the format being presented vs. your description of what 
you are trying to achieve.


Regards,
Adrien

On 2/11/21 4:10 AM, Gareth Davies via gnucash-user wrote:

Thanks, for the reply Adrien,

I think I have tried every tick box without having any luck.
It looks like I will have to accept it as it is for now, but I will keep on 
trying.

Regards,
Gareth


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Re: [GNC] Transaction Report Question

[Gareth Davies via gnucash-user]

Thanks, for the reply Adrien,

I think I have tried every tick box without having any luck.
It looks like I will have to accept it as it is for now, but I will keep on 
trying.

Regards,
Gareth




-Original Message-
From: gnucash-user 
 On Behalf Of 
Adrien Monteleone
Sent: 29 January 2021 01:21
To: gnucash-u...@lists.gnucash.org
Subject: Re: [GNC] Transaction Report Question

Sounds like you need to fiddle with the Sort tab options.

Regards,
Adrien

On 1/28/21 3:25 PM, Gareth Davies via gnucash-user wrote:
> Windows 10   Gnucash 4.4
>   
> Hi,
> My Laptop died on me and although everything was backed up the Transaction 
> Reports I had saved were lost.
> I have installed Ver 4.4 on my new laptop, but when I create a Transaction 
> Report it will not let me list the dates in order under the Payee’s name.
>   
> With the previous version the dates were in order, so I don’t know if this is 
> because I am not ticking in the correct boxes or not.

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Re: [GNC] Transaction Report Question

[Gareth Davies via gnucash-user]

Thanks, for the reply Adrien,

I think I have tried every tick box without having any luck.
It looks like I will have to accept it as it is for now, but I will keep on 
trying.

Regards,
Gareth




-Original Message-
From: gnucash-user 
 On Behalf Of 
Adrien Monteleone
Sent: 29 January 2021 01:21
To: gnucash-u...@lists.gnucash.org
Subject: Re: [GNC] Transaction Report Question

Sounds like you need to fiddle with the Sort tab options.

Regards,
Adrien

On 1/28/21 3:25 PM, Gareth Davies via gnucash-user wrote:
> Windows 10   Gnucash 4.4
> 
> Hi,
> My Laptop died on me and although everything was backed up the Transaction 
> Reports I had saved were lost.
> I have installed Ver 4.4 on my new laptop, but when I create a Transaction 
> Report it will not let me list the dates in order under the Payee’s name.
> 
> With the previous version the dates were in order, so I don’t know if this 
> is because I am not ticking in the correct boxes or not.

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Re: [GNC] Transaction Report Question

[Adrien Monteleone]

Sounds like you need to fiddle with the Sort tab options.

Regards,
Adrien

On 1/28/21 3:25 PM, Gareth Davies via gnucash-user wrote:

Windows 10   Gnucash 4.4
  
Hi,

My Laptop died on me and although everything was backed up the Transaction 
Reports I had saved were lost.
I have installed Ver 4.4 on my new laptop, but when I create a Transaction 
Report it will not let me list the dates in order under the Payee’s name.
  
With the previous version the dates were in order, so I don’t know if this is because I am not ticking in the correct boxes or not.


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[GNC] Transaction Report Question

[Gareth Davies via gnucash-user]

Windows 10   Gnucash 4.4
 
Hi,
My Laptop died on me and although everything was backed up the Transaction 
Reports I had saved were lost.
I have installed Ver 4.4 on my new laptop, but when I create a Transaction 
Report it will not let me list the dates in order under the Payee’s name.
 
With the previous version the dates were in order, so I don’t know if this is 
because I am not ticking in the correct boxes or not.
 
Any help appreciated,
Gareth
 

Sent from my iPad
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Re: [GNC] Report Question

[Stephen M. Butler via gnucash-user]

On 12/1/19 12:20 PM, Joseph Hesse wrote:
> I want to generate a report of:
>
> All the expenses for 2 subaccounts and their subaccounts of Expenses. 
> I want the report for all of 2019 and I don't want the matching
> transfer accounts.
>
> What Report type do you suggest I use?  There are too many to try them
> all.
>
> Thank you,
>
> Joe 

Transactions.  You can select which accounts on which you want to report
by appropriate selections on the options menu.  You can pick how you
want to sort them, group them, with/without totals and with/without
their other splits.

--Steve

-- 
Stephen M Butler, PMP, PSM
stephen.m.butle...@gmail.com
kg...@arrl.net
253-350-0166
---
GnuPG Fingerprint:  8A25 9726 D439 758D D846 E5D4 282A 5477 0385 81D8

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[GNC] Report Question

[Joseph Hesse]

I want to generate a report of:

All the expenses for 2 subaccounts and their subaccounts of Expenses.  I 
want the report for all of 2019 and I don't want the matching transfer 
accounts.


What Report type do you suggest I use?  There are too many to try them all.

Thank you,

Joe

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Re: [GNC] Cash Flow Report Question

[Derek Atkins]

Hi,

Adrien Monteleone  writes:

> Honestly, I’ve yet to make heads or tails of that report and have it
> even remotely look useful to tell me anything about my financial
> activity. Certainly, the default account selections produce some odd
> results as you noticed. Perhaps I have to play with the account
> selection to get something useful.

The best way to think of the Cash Flow report is this:

Draw a circle around a set of accounts that you want to report on.  This
separates your accounts into two groups, the Inside group and the
Outside group.  The Cash Flow report then analyzes all the transactions
and will report on any transaction that crosses the line between Inside
and Outside.  Specifically it will tell you the direction, and into (or
from) which Outside Account.

Any transactions that are solely between "Inside" accounts are ignored.
Similarly, any transactions that are solely between "Outside" accounts
are also ignored.  Only transactions that cross the line will be
reported.

> Specifically, there might be reasons money goes ’to’ A/R. Possibly a
> refund situation, maybe something with a credit note is involved. I
> don’t think an unlinked payment would be the issue because that would
> be a credit to A/R not a debit. Payments are credits to A/R and debits
> to the payment method—checking, cash, etc. The fact that it gets
> unlinked to clear an invoice doesn’t change the transaction itself.

Agreed.

> Regards,
> Adrien

> Please remember to CC this list on all your replies.
> You can do this by using Reply-To-List or Reply-All.

-derek
-- 
   Derek Atkins, SB '93 MIT EE, SM '95 MIT Media Laboratory
   Member, MIT Student Information Processing Board  (SIPB)
   URL: http://web.mit.edu/warlord/PP-ASEL-IA N1NWH
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Re: [GNC] Cash Flow Report Question

[Adrien Monteleone]

Honestly, I’ve yet to make heads or tails of that report and have it even 
remotely look useful to tell me anything about my financial activity. 
Certainly, the default account selections produce some odd results as you 
noticed. Perhaps I have to play with the account selection to get something 
useful.

Specifically, there might be reasons money goes ’to’ A/R. Possibly a refund 
situation, maybe something with a credit note is involved. I don’t think an 
unlinked payment would be the issue because that would be a credit to A/R not a 
debit. Payments are credits to A/R and debits to the payment method—checking, 
cash, etc. The fact that it gets unlinked to clear an invoice doesn’t change 
the transaction itself.

Regards,
Adrien

> On Aug 1, 2018, at 9:55 AM, Martijn Heuts  wrote:
> 
> Hello,
> On the Cash Flow report:"Money out of selected accounts goes to"I have a 
> listing of "Assets:Accounts Receivable"
> Am I incorrect that this should not be there?
> Is it possible an invoice got un-posted, a change was made,
> the invoice was posted again, but the money did not got re-applied?
> If not, why would it show here, and is there any way I can tracewhere this 
> amount comes from? It looks like it might be a sum of differentamounts 
> together.
> Any help/insight is appreciated. Thanks and have a blessed day!
> Martijn
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[GNC] Cash Flow Report Question

[Martijn Heuts]

Hello,
On the Cash Flow report:"Money out of selected accounts goes to"I have a 
listing of "Assets:Accounts Receivable"
Am I incorrect that this should not be there?
Is it possible an invoice got un-posted, a change was made,
the invoice was posted again, but the money did not got re-applied?
If not, why would it show here, and is there any way I can tracewhere this 
amount comes from? It looks like it might be a sum of differentamounts together.
Any help/insight is appreciated. Thanks and have a blessed day!
Martijn
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Re: Report Question

[David T. via gnucash-user]

Mike,

I think the question is more about the report and how it aggregates 
information, rather than how the accounts are structured (although, of course 
that too can affect things). As Christopher Lam replied to the original 
poster’s posting of this on Saturday, the likely answer is to change the 
settings on the report to increase the number of bars in the report, or to do 
as Maf suggests, and reduce the accounts selected for the report.

Joe, did you try what Christopher suggested on Saturday, when you posted this 
originally? If not, why did you post the question again?

David

> On Oct 2, 2017, at 6:01 PM, Mike or Penny Novack 
>  wrote:
> 
> On 10/2/2017 4:42 AM, Joseph Hesse wrote:
>> Hi,
>> I am using the latest version 2.6.17 of gnucash.  I just ran the report 
>> "Expense Over Time = Expense Barchart" with the maximum number of vertical 
>> bars selected. The report lists all my expense items including one called 
>> "Other". Since the amount of "Other" is high, I would like to get a 
>> breakdown of the expense items included under "Other".
>> 
>> Is there a way to do this?
>> 
>> Thank you,
>> Joe Hesse 
> 
> Yes of course there is, you set up your CoA for as many categories of 
> expenses as you like.
> 
> Step back a moment and think about this problem. Suppose you had NO sub 
> accounts under "expense" (all lumped together). You would then have this 
> problem with ALL of your expenses. So you decided to have some number of sub 
> accounts that let you characterize (group) like expenses and then a bucket 
> "other" for those you choose not to categorize/group because totally 
> unrelated and/or unimportant.
> 
> At some later time, you realize that a number of transactions in this "other" 
> account ARE related* and so you want them grouped also. Then DO THAT. Create 
> a new expense sub account for those and move them there << The technically 
> correct procedure would be to create a "correcting transaction" to do that 
> but you will perhaps choose to edit the existing transactions >>
> 
> When you create your books, you will be very unlikely to know all of the 
> accounts you will eventually need or want.
> 
> Michael D Novack
> 
> * Or maybe just one, but clearly so important/significant to your finances 
> that you want it clearly listed instead of buried in a miscellaneous category.
> 
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Re: Report Question

[Maf. King]

On Monday, 2 October 2017 09:42:53 BST Joseph Hesse wrote:
> Hi,
> 
> I am using the latest version 2.6.17 of gnucash.  I just ran the report
> "Expense Over Time = Expense Barchart" with the maximum number of
> vertical bars selected. The report lists all my expense items including
> one called "Other". Since the amount of "Other" is high, I would like to
> get a breakdown of the expense items included under "Other".
> 

Hi Joe,

I think the only way to do what you want is to run the report with some of the 
accounts de-selected.  

Effectively, the report is saying that you have more accounts than it has bars 
available.  so running the report again with the individual larger accounts 
off will allow GC to drill into the "other" summary.  I think.

HTH,
Maf.

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Report Question

[Joseph Hesse]

Hi,

I am using the latest version 2.6.17 of gnucash.  I just ran the report 
"Expense Over Time = Expense Barchart" with the maximum number of 
vertical bars selected. The report lists all my expense items including 
one called "Other". Since the amount of "Other" is high, I would like to 
get a breakdown of the expense items included under "Other".


Is there a way to do this?

Thank you,

Joe Hesse

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Re: Report Question

[Christopher Lam]

Edit > Report Options > Display > Maximum Bars (default 8)
Set it to a higher number, the maximum is 24

On 30 September 2017 at 20:22, Joseph Hesse  wrote:

> Hi,
>
> I am using the latest version 2.6.17 of gnucash.  I just ran the report
> "Expense Over Time = Expense Barchart" with the maximum number of vertical
> bars selected. The report lists all my expense items including one called
> "Other". Since the amount of "Other" is high, I would like to get a
> breakdown of the expense items included under "Other".
>
> Is there a way to do this?
>
> Thank you,
>
> Joe Hesse
>
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Report Question

[Joseph Hesse]

Hi,

I am using the latest version 2.6.17 of gnucash.  I just ran the report 
"Expense Over Time = Expense Barchart" with the maximum number of 
vertical bars selected. The report lists all my expense items including 
one called "Other". Since the amount of "Other" is high, I would like to 
get a breakdown of the expense items included under "Other".


Is there a way to do this?

Thank you,

Joe Hesse

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