Re: [GNC] Bar chart reports

[John Ralls]

> On Jul 26, 2019, at 1:43 PM, John Griessen  wrote:
> 
> On 7/26/19 10:42 AM, Adrien Monteleone wrote:
>> The quickest path to a custom chart is to run the report to get the data you 
>> want, and then copy/paste to a spreadsheet and use the charting features 
>> there. I think most if not all charts in GnuCash have an option to include a 
>> data table that you can use as well.
> 
> OK.  How about scripting this?  Has anyone made a bash script to generate a 
> data report, then
> process it into a chart, and save to a file?
> 
> When you say "include a data table" I'm lost.  It would not be part of a 
> chart, so included in what?
> Generating a data table, (which to me means name:value pairs from an expense 
> report would be great.  I could bar chart it with any tool.   I don't need 
> the structure of the account levels in gnucash, just choosing which accounts, 
> (or placeholdler aggregating accounts) to bar-chart, then being able to set 
> the appearance details in an outside program is all I am wanting.

GnuCash is generally immune to bash scripts as the only command line argument 
that does anything separate from the GUI is --get-online-prices. One could 
script something in Python, but that would involve a lot of low-level work to 
load a session, find the relevant splits, total them, and format a report.

All graph reports have a "Show table" option on the Display page of report 
options. It adds an HTML table below the graph that you can copy and paste into 
a spreadsheet.

Regards,
John Ralls


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Re: [GNC] Bar chart reports

[John Griessen]

On 7/26/19 10:42 AM, Adrien Monteleone wrote:

The quickest path to a custom chart is to run the report to get the data you 
want, and then copy/paste to a spreadsheet and use the charting features there. 
I think most if not all charts in GnuCash have an option to include a data 
table that you can use as well.


OK.  How about scripting this?  Has anyone made a bash script to generate a 
data report, then
process it into a chart, and save to a file?

When you say "include a data table" I'm lost.  It would not be part of a chart, 
so included in what?
Generating a data table, (which to me means name:value pairs from an expense report would be great.  I could bar chart it with any 
tool.   I don't need the structure of the account levels in gnucash, just choosing which accounts, (or placeholdler aggregating 
accounts) to bar-chart, then being able to set the appearance details in an outside program is all I am wanting.

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[GNC] Fwd: best accounting practice for refund

[Eric Rathhaus (general) via gnucash-user]

Bumping to see if anyone has suggestions.  The screen shot is below.

> Begin forwarded message:
> 
> From: "Eric Rathhaus (general)" 
> Subject: Re: [GNC] best accounting practice for refund
> Date: July 26, 2019 at 11:34:40 AM PDT
> To: Adrien Monteleone , Geert Janssens 
> , gnucash-user 
> Cc: gnucash-user 
> 
> Hi Bumping this thread to see if anyone has an idea how to proceed. 
> 
>> On Jul 16, 2019, at 10:43 AM, Eric Rathhaus (general) 
>> mailto:rathhaus_...@yahoo.com>> wrote:
>> 
>> Any thoughts on how to proceed?
>> 
>>> On Jul 13, 2019, at 4:17 PM, Eric Rathhaus (general) 
>>> mailto:rathhaus_...@yahoo.com>> wrote:
>>> 
>>> Hi Geert -  You’re correct about what happened.  However, I can’t see how 
>>> to change the offset. The transactions appear as follows in my AR account   
>>>  
>>> 
>>> 
>>> 
>>> The only  place I can see to reduce theis the payment transaction before 
>>> gnu automatically sends the amount from AR to liabilities.  But I can’t 
>>> edit that transaction.  Would I just delete it?
>>> 
 On Jul 3, 2019, at 10:50 PM, Eric Rathhaus (general) 
 mailto:rathhaus_...@yahoo.com>> wrote:
 
 Thanks, Adrien for your assistance and patience.  
 
> On Jul 3, 2019, at 10:35 PM, Adrien Monteleone 
> mailto:adrien.montele...@lusfiber.net>> 
> wrote:
> 
> Short answer — yes.
> 
> Slightly longer answer — figure out what caused that to happen, undo it, 
> and then redo the payment properly.
> 
> The reason for doing so rather than just creating a correcting entry is 
> so that you learn what went wrong and don’t repeat the same situation in 
> the future. (you’d also need to make good notations in the correcting 
> entry so that far in the future, you don’t question why it is there)
> 
> I’d suspect that you chose the liability account as a source account like 
> you’d choose some asset account. You don’t need to select an account when 
> doing an offset.
> 
> Regards,
> Adrien
> 
>> On Jul 4, 2019, at 12:04 AM, Eric Rathhaus (general) 
>> mailto:rathhaus_...@yahoo.com>> wrote:
>> 
>> So I did assign the credit note to the AR account and then processed two 
>> payments by selecting the posted invoices and the credit note all in the 
>> AR account.  I didn’t do anything else but somehow the remaining balance 
>> of the credit note ended up in a liability account. Should I just move 
>> it back to the AR account to keep it simple?  
>> 
> 
> 
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>>> 
> 

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Re: [GNC] best accounting practice for refund

[Eric Rathhaus (general) via gnucash-user]

Hi Bumping this thread to see if anyone has an idea how to proceed. 

> On Jul 16, 2019, at 10:43 AM, Eric Rathhaus (general) 
>  wrote:
> 
> Any thoughts on how to proceed?
> 
>> On Jul 13, 2019, at 4:17 PM, Eric Rathhaus (general) > > wrote:
>> 
>> Hi Geert -  You’re correct about what happened.  However, I can’t see how to 
>> change the offset. The transactions appear as follows in my AR account
>> 
>> 
>> 
>> The only  place I can see to reduce theis the payment transaction before gnu 
>> automatically sends the amount from AR to liabilities.  But I can’t edit 
>> that transaction.  Would I just delete it?
>> 
>>> On Jul 3, 2019, at 10:50 PM, Eric Rathhaus (general) 
>>> mailto:rathhaus_...@yahoo.com>> wrote:
>>> 
>>> Thanks, Adrien for your assistance and patience.  
>>> 
 On Jul 3, 2019, at 10:35 PM, Adrien Monteleone 
 mailto:adrien.montele...@lusfiber.net>> 
 wrote:
 
 Short answer — yes.
 
 Slightly longer answer — figure out what caused that to happen, undo it, 
 and then redo the payment properly.
 
 The reason for doing so rather than just creating a correcting entry is so 
 that you learn what went wrong and don’t repeat the same situation in the 
 future. (you’d also need to make good notations in the correcting entry so 
 that far in the future, you don’t question why it is there)
 
 I’d suspect that you chose the liability account as a source account like 
 you’d choose some asset account. You don’t need to select an account when 
 doing an offset.
 
 Regards,
 Adrien
 
> On Jul 4, 2019, at 12:04 AM, Eric Rathhaus (general) 
> mailto:rathhaus_...@yahoo.com>> wrote:
> 
> So I did assign the credit note to the AR account and then processed two 
> payments by selecting the posted invoices and the credit note all in the 
> AR account.  I didn’t do anything else but somehow the remaining balance 
> of the credit note ended up in a liability account. Should I just move it 
> back to the AR account to keep it simple?  
> 
 
 
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>>> 
>> 

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Re: [GNC] Account report: defined date range [RESOLVED]

[Adrien Monteleone]

A Filtered version of the Account Report *will* give you total debits/credits 
for just that date range. But as my other reply and John’s reply note, there 
are many ways to get that info.

Regards,
Adrien

> On Jul 26, 2019, at 11:20 AM, Rich Shepard  wrote:
> 
> 
> This is what I thoght I did. All transactions are there but the account
> summary is for the entire database table, not just the selected date range.
> 
> Thanks,
> 
> Rich

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Re: [GNC] Account report: defined date range [RESOLVED]

[Rich Shepard]

On Fri, 26 Jul 2019, John Ralls wrote:


Most obvious are the two expense charts, Reports>Income&Expense>Expense
Chart or Reports>Income&Expense>Expense Piechart. If you want the actual
numbers, turn on the table on the Display page of Options.


John,

That's interesting. I don't need to look at pictures so I ignored the
charts. Turning on the table will do the trick.


Then there's Reports>Income&Expense>Income
Statement/Reports>Income&Expense>Profit&Loss (the two are pretty much the
same, just different names). They'll summarize all of your income and
expenses for whatever period you choose. The depth of child accounts is
adjustable on the Accounts page of Options.


True. I do these each month for my accountant but didn't think of the Income
Statement/P&L for this one account. My mistake.


You can also use the Find dialog to select accounts and a date range to
get a ledger-style register with all of the matching transactions, then
run Reports>Account Report to convert it into a report. Note that the
account selection widget in the Find dialog accepts multiple selections.


This is what I thoght I did. All transactions are there but the account
summary is for the entire database table, not just the selected date range.

Thanks,

Rich
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Re: [GNC] Account report: defined date range

[John Ralls]

> On Jul 26, 2019, at 7:49 AM, Rich Shepard  wrote:
> 
> On Sun, 21 Apr 2019, Rich Shepard wrote:
> 
>> I've read the report section of the guide and tried various reports
>> (including Account report) from the menu without finding the one I want: a
>> list of all transactions in my checking account defined by starting and
>> ending dates.
> 
> Using View -> Filter by (or right-clicking on a transaction the the specific
> account) I get a report of all transactions using the account report.
> 
> I've not found a report that lists the sum of debits (for an expense
> account) over a defined data range. For example, how much have I spent on
> groceries this month, or on vehicle repairs this year?
> 
> Is there a process to produce these results?

Several. 

Most obvious are the two expense charts, Reports>Income&Expense>Expense Chart 
or Reports>Income&Expense>Expense Piechart. If you want the actual numbers, 
turn on the table on the Display page of Options.

Then there's Reports>Income&Expense>Income 
Statement/Reports>Income&Expense>Profit&Loss (the two are pretty much the same, 
just different names). They'll summarize all of your income and expenses for 
whatever period you choose. The depth of child accounts is adjustable on the 
Accounts page of Options.

You can also use the Find dialog to select accounts and a date range to get a 
ledger-style register with all of the matching transactions, then run 
Reports>Account Report to convert it into a report. Note that the account 
selection widget in the Find dialog accepts multiple selections.

Regards,
John Ralls

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Re: [GNC] Account report: defined date range

[Adrien Monteleone]

The account report should show that as well (along with Total Credits) at the 
bottom but you need to set the ’Totals’ checkbox, but what you are describing 
sounds more like the Transaction Report.

It is very powerful with respect to reporting just the transactions you want 
over custom date ranges and with various sorting methods. (and *not* limited to 
one account if you don’t want that limitation) It can also filter transactions 
that *aren’t* also affecting some other account.

Finally, there is also a Comparison Transaction Report (not certain of the 
name) that is still in development that you can find lurking in this list’s 
archives from Chris Lamm. I think he posted the files some time late last year 
or early this year. It shows you custom periods where you can compare expense 
amounts to each other. I played with it a bit and it was very helpful in 
determining my budgets. (more so than the budget report)

Regards,
Adrien

> On Jul 26, 2019, at 9:49 AM, Rich Shepard  wrote:
> 
> On Sun, 21 Apr 2019, Rich Shepard wrote:
> 
>> I've read the report section of the guide and tried various reports
>> (including Account report) from the menu without finding the one I want: a
>> list of all transactions in my checking account defined by starting and
>> ending dates.
> 
> Using View -> Filter by (or right-clicking on a transaction the the specific
> account) I get a report of all transactions using the account report.
> 
> I've not found a report that lists the sum of debits (for an expense
> account) over a defined data range. For example, how much have I spent on
> groceries this month, or on vehicle repairs this year?
> 
> Is there a process to produce these results?
> 
> Thanks in advance,
> 
> Rich

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Re: [GNC] Bar chart reports

[Adrien Monteleone]

The quickest path to a custom chart is to run the report to get the data you 
want, and then copy/paste to a spreadsheet and use the charting features there. 
I think most if not all charts in GnuCash have an option to include a data 
table that you can use as well.

Regards,
Adrien

> On Jul 26, 2019, at 9:03 AM, John Griessen  wrote:
> 
> Does anyone have a readable bar chart report to share?  The default puts the 
> legend in tiny type, and the dates along the bottom of the page instead of 
> next to the bottom of the bars of the chart.


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Re: [GNC] Account report: defined date range

[Rich Shepard]

On Sun, 21 Apr 2019, Rich Shepard wrote:


I've read the report section of the guide and tried various reports
(including Account report) from the menu without finding the one I want: a
list of all transactions in my checking account defined by starting and
ending dates.


Using View -> Filter by (or right-clicking on a transaction the the specific
account) I get a report of all transactions using the account report.

I've not found a report that lists the sum of debits (for an expense
account) over a defined data range. For example, how much have I spent on
groceries this month, or on vehicle repairs this year?

Is there a process to produce these results?

Thanks in advance,

Rich

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Re: [GNC] Account report: defined date range [FIXED]

[Rich Shepard]

On Fri, 26 Jul 2019, Rich Shepard wrote:


Except that the date range in the filter box displays when I go back and
look at View -> Filter by.


Fixed: user error missed the '9' and inserted a '0' at the end of the year.

Mea culpa!

Rich
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[GNC] Bar chart reports

[John Griessen]

Does anyone have a readable bar chart report to share?  The default puts the legend in tiny type, and the dates along the bottom 
of the page instead of next to the bottom of the bars of the chart.

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Re: [GNC] Account report: defined date range

[Rich Shepard]

On Thu, 25 Jul 2019, Adrien Monteleone wrote:


If you can scroll prior to your filter, you must not have applied the
filter.


Adrien,

Except that the date range in the filter box displays when I go back and
look at View -> Filter by.


I’ve never used the right-click method and just found out, that it seems
to save separate settings to the View menu method.


Same results using View -> Filter by as right-clicking on the account.


I’m not sure what you mean by ‘account total for the date range’.

There is a running balance.


See above. I want the sum of all debits (it's an expense account) for the
selected date range.


Does the first transaction on the report start at 1/1/19 according to your
filter or on some date in 2017? If 2017, again, the filter did not take,
try again.


Yes, tie filter did not work despite having specific start and end dates
selected. As I wrote, the report starts on 01/03/2017 using both a
right-click to open the filter dialog box and the menu View -> Filter by.

Regards,

Rich
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