Re: [GNC] DRP accounts, portfolio reports and making sense of the numbers

2021-08-06 Thread Chris Good
Message: 3 Date: Sat, 7 Aug 2021 10:39:50 +1000 From: Andrew Clark To: GnuCash users group Subject: [GNC] DRP accounts, portfolio reports and making sense of the numbers Message-ID: Content-Type: text/plain; charset="utf-8" Somehow my previous email was sent before I had

[GNC] DRP accounts, portfolio reports and making sense of the numbers

2021-08-06 Thread Andrew Clark
Somehow my previous email was sent before I had finished typing it. I have an investment of NAB shares that I acquired as part of their employee incentive program years ago and I'm trying to figure out the best way to record it in GnuCash. The shares were worth $3000 at the time of allotment.

Re: [GNC] budget report and scrolling

2021-08-06 Thread Jon Schewe
On Fri, 2021-08-06 at 17:24 -0500, Tommy Trussell wrote: > On Fri, Aug 6, 2021 at 9:25 AM Jon Schewe wrote: > > I am using the budget report and it's working quite well, except > > for > > > > one thing. When I am viewing a whole year I need to scroll left and > > > > right to see columns later

Re: [GNC] Fwd: Re: Creating a customer report by location

2021-08-06 Thread Derek Atkins
Actually, couldn't you make multiple Income accounts per region? Eg Income:Region:Type.. That might work, but would mean you need to enter the right region when building the invoice instead of having it automated. -derek Sent using my mobile device. Please excuse any typos. On August 6, 2021

Re: [GNC] budget report and scrolling

2021-08-06 Thread Tommy Trussell
On Fri, Aug 6, 2021 at 9:25 AM Jon Schewe wrote: > I am using the budget report and it's working quite well, except for > one thing. When I am viewing a whole year I need to scroll left and > right to see columns later in the year and when I do this I can't see > the labels on the left for the

Re: [GNC] Fwd: Re: Creating a customer report by location

2021-08-06 Thread Samantha Payn
As there are comprehensive address fields for the customer database it would be wonderful if these could be used to compile a report. I could, working forward, categorise sales by location/product but that would mean duplicating each product for each location, and doesn’t solve the issue of a

Re: [GNC] Fwd: Re: Creating a customer report by location

2021-08-06 Thread Greg Feneis
Perhaps use of jobs could help? If jobs were named per location, or included location in the job name or description? A customer could have multiple locations indicated by job. The thing I don't know is whether reports can sort on job names or descriptions 樂 Kind regards, Greg Feneis (Pixel 3)

Re: [GNC] Fwd: Re: Creating a customer report by location

2021-08-06 Thread Derek Atkins
David, I'm not sure how you would do that. Customers are just a flat database, a list; there is no Customer Hierarchy. -derek On Fri, August 6, 2021 3:34 pm, David H wrote: > Samantha, > > Like David Carlson I'm not a business features user so I'm only guessing > here but can you setup your

Re: [GNC] Fwd: Re: Creating a customer report by location

2021-08-06 Thread David H
Samantha, Like David Carlson I'm not a business features user so I'm only guessing here but can you setup your customers or Sales in a heirarchy - i.e Customers, Customers UK, Customers Local, Customers Non UK OR Sales, Sales UK, Sales Local, Sales Non UK and report on them that way ? Cheers

[GNC] Fwd: Re: Creating a customer report by location

2021-08-06 Thread Samantha Payn
Sorry, I replied to Derek only and I meant to include the list. Here is my response to Derek's question. -- Original Message -- From: Samantha Payn To: Derek Atkins Date: 06/08/2021 16:26 Subject: Re: [GNC] Creating a customer report by location I

Re: [GNC] Hiding accounts of zero

2021-08-06 Thread Graham
On 06/08/2021 16:16, Derek Atkins wrote: Brilliant. So easy when you know!! Thanks muchly, Graham On Fri, August 6, 2021 11:05 am, Graham wrote: Sorry if this is a basic question, but I've tried searching to no avail. I'm thinking of stock accounts, where many have been bought and sold. Is

Re: [GNC] Creating a customer report by location

2021-08-06 Thread Samantha Payn
Thank you for your reply, David. > On 6 Aug 2021, at 14:11, David Carlson wrote: > >  > No, not unnoticed, but I do not use business features, so I waited to see if > a business user would step up. > > GnuCash has no geographical data feature to use for such a report. You would > have to

Re: [GNC] Hiding accounts of zero

2021-08-06 Thread Dean Gibson
Two ways to do this: 1) View -> Filter By -> Other uncheck "show zero total accounts" I forgot about this, as I *never* recommend it, because it is subject to the "Law of Unintended Consequences." ___ gnucash-user mailing list

Re: [GNC] Hiding accounts of zero

2021-08-06 Thread Derek Atkins
Hi, On Fri, August 6, 2021 11:05 am, Graham wrote: > Sorry if this is a basic question, but I've tried searching to no avail. > > I'm thinking of stock accounts, where many have been bought and sold. Is > there a way of showing the account tree to 'hide' accounts of zero > value, or zero stock? >

Re: [GNC] Hiding accounts of zero

2021-08-06 Thread Dean Gibson
First all, you can hide individual accounts.  However, what I do, is create an account group called "Prior stocks" & move prior stocks to that group, & then collapse that group. On 2021-08-06 08:05, Graham wrote: Sorry if this is a basic question, but I've tried searching to no avail. I'm

[GNC] Hiding accounts of zero

2021-08-06 Thread Graham
Sorry if this is a basic question, but I've tried searching to no avail. I'm thinking of stock accounts, where many have been bought and sold. Is there a way of showing the account tree to 'hide' accounts of zero value, or zero stock? I could delete the account, but I want to keep the

Re: [GNC] Creating a customer report by location

2021-08-06 Thread Derek Atkins
Hi Samantha, As far as I know, there is no report like that. Indeed, I can't even think of a way that you could collate customers by location within GnuCash. Are you thinking by State? By Zip Code? By some other means? Once you figure that out, then one could write a routine that sorted and

[GNC] budget report and scrolling

2021-08-06 Thread Jon Schewe
I am using the budget report and it's working quite well, except for one thing. When I am viewing a whole year I need to scroll left and right to see columns later in the year and when I do this I can't see the labels on the left for the accounts. Does anyone have a good way around this? Just

Re: [GNC] Creating a customer report by location

2021-08-06 Thread David Carlson
No, not unnoticed, but I do not use business features, so I waited to see if a business user would step up. GnuCash has no geographical data feature to use for such a report. You would have to somehow manually add appropriate information in a text field, but reports generally only have

Re: [GNC] Creating a customer report by location

2021-08-06 Thread Samantha Payn
Is this not possible, or has this request slipped through unnoticed? Cheers On 05/08/2021 14:26 Samantha Payn <[1]saman...@boorertranslations.com> wrote: Can anyone tell me how to set up a report on income by customer location, please? Many thanks Samantha Payn