Re: [GNC] Account Summary Report Question

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

Re: [GNC] Account Summary Report Question

>> 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

Re: [GNC] Account Summary Report Question

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

Re: [GNC] Account Summary Report Question

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

Re: [GNC] Account Summary Report Question

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

Re: [GNC] Report Question

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

Re: [GNC] Report Question

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

Re: [GNC] Report Question

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

[GNC] Report Question

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

Re: [GNC] Report question

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

Re: [GNC] Report question

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

Re: [GNC] Report question

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

Re: [GNC] Report question

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 <

Re: [GNC] Report question

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

[GNC] Report question

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

Re: [GNC] Report question

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

Re: [GNC] Report question

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

Re: [GNC] Report question

:* 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

Re: [GNC] Report question

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

Re: [GNC] Report question

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

Re: [GNC] Report question

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

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

Re: [GNC] Report question

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

Re: [GNC] Report question

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

Re: [GNC] Report question

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

Re: [GNC] Report question

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

[GNC] Report question

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

Re: [GNC] Report Question

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

Re: [GNC] Report Question

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

[GNC] Report Question

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

Re: [GNC] Transaction Report Question

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,

Re: [GNC] Transaction Report Question

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

Re: [GNC] Transaction Report Question

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

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

[GNC] Transaction Report Question

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

Re: [GNC] Report Question

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

[GNC] Report Question

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

Re: [GNC] Cash Flow Report Question

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

Re: [GNC] Cash Flow Report Question

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

[GNC] Cash Flow Report Question

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

Re: Report Question

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

Re: Report Question

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

Report Question

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

Re: Report Question

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

Report Question

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