On Tue, Dec 5, 2023 at 9:48 AM Tom Balazs <tom123onl...@gmail.com> wrote:
> I finished importing and reconciling months of bank data. Now I want to put > that to good use. > > For the case of an individual or a family, what are the most useful > reports? > > Common advice is that your emergency savings account should hold enough to > cover 6 months of expenses. In order to to do that, I need to know my > average monthly expenses. I guess I can use the Cash Flow report, look at > "Money Out" and divide that by how many months have gone by in the year. Is > there a better way to get average monthly expenses? > > I like the Cash Flow report. But I wish I could sort it by amount, high to > low. That would be good to see as a stacked bar chart or a regular bar > chart. > > I would like to see a multiple-account balance as a line chart or a bar > chart. In a way that shows me balances over time. > > I guess I'm mostly interested in the Income and Expense reports, but also > in Assets and Liabilities. > > What reports do you find useful? > > Tom > _______________________________________________ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > ----- > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. > The Transaction Report is excellent. You'll need to select your accounts (you can start with selecting all of the Expense accounts - possibly Income as well, but the real key is to go into the Options display, go to the Sorting tab, change the Secondary key to "Date" with a monthly subtotal. Also go to the Display tab, scroll down and enable the "Subtotal Table". You will then have, at the top of the report, for each month in your selected range, an amount by month with an average at the end. I find this very useful. -- _________________________________ Richard Losey rlo...@gmail.com Micah 6:8 _______________________________________________ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
