On Sun, Oct 22, 2023 at 10:28 PM Quinn Wood <qskw...@gmail.com> wrote:
> On Sun, Oct 22, 2023 at 5:11 PM David Cousens <davidcousen...@gmail.com> > wrote: > >> Have you investigated customizing the reports for the particular >> situation and >> renaming the report sections to meet your needs. The Edit->Report Options >> alows >> selecting particular accounts, date ranges etc but modifying the report >> code >> (Scheme) allows you to customize them to whatever you want with regard to >> heading names etc. Requires an invetment to learn to program in Scheme >> though. >> > > I was planning to start from the current Equity Report, since I think I > see where it is calculating withdrawals and investments. I have to figure > out what the Scheme does to see if it can use the already-present "Closing > Entries pattern" option. > I've taken a look at creating this new equity report (that defines retained earnings as a snapshot of all accumulated net income kept by the business, when it could have been paid to owners instead) a few times but I don't have a complete answer. I *think* I could start creating the desired report by collecting four things: * what the total equity was before the report start date * what the total equity was on the report end date * what the total revenues were between the start and end date * what the total expenses were between the start and end date then populating some of the report fields * starting equity * ending equity * change in equity * net gain or loss I see some comments here and there about a form of metadata that hints at a journal entry being a closing entry. Is this metadata something that can be used in reports? My reading suggests it can't, but I don't have much to go on. _______________________________________________ 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.
