Re: [GNC] Scheduled Transaction Calculations

[John Ralls]

Glad (and a little surprised) that it worked. The naming problem makes sense in 
retrospect. It's standard for scheme but the expression parser has to deal with 
normal arithmetic notation so it would see the hyphens as minus signs and each 
fragment (days, in, prev, and month) as separate tokens.

I'm at a loss about the load-from-path issue, though I know that it's fiddly.

Regards,
John Ralls



> On Nov 1, 2019, at 4:35 PM, Fross, Michael  wrote:
> 
> Hi John,
> 
> I got it to work, but one challenge remains.  The load-from-path seems to 
> crash Gnucash.  But copying the app-utils.scm to the fin.scm folder solves 
> the problem, but it's sloppy.
> 
> I'll need to play around with it.
> 
> Secondly, I it didn't like the name "days-in-prev-mon"  But I shortened it 
> and took out the dashes and that seems ok.  Here is what I inserted in 
> fin.scm:
> 
> ;; Return number of days in the previous month
> (load-from-path "C:\Program Files 
> (x86)\gnucash\share\gnucash\scm\gnucash\app-utils")
> (define (gnc:numdayslastmon)
>(/
>   (+ 1 
>  (- (gnc:get-end-prev-month) (gnc:get-start-prev-month))) 86400)
> )
> 
> 
> Thanks again for your help!
> 
> Michael
> 
> On Fri, Nov 1, 2019 at 3:25 PM Fross, Michael  wrote:
> Thanks John.  I'll give is a shot and report back.
> 
> Michael
> 
> On Fri, Nov 1, 2019 at 2:34 PM John Ralls  wrote:
> 
> 
> > On Nov 1, 2019, at 9:36 AM, Fross, Michael  wrote:
> > 
> > Hello all,
> > 
> > I have a scheduled transaction that I pay monthly which is a fixed amount
> > per day.  I'd love to be able to have is automatically entrer based on the
> > number of days per month.  I pay on the 1st (or the first business day
> > after that) so basically I'd like to use the following formula:
> > 
> > Amount = NumDaysInPreviousMonth * AmountPerDay
> > 
> > I looked through the guide
> >  and didn't see
> > anything.  It references fin.scm (link throws a 404 by the way) but I
> > didn't see anything here that calculated the number of days in the previous
> > month (but perhaps I missed it in the SCM code.)
> > 
> > This seems like a simple use case, am I missing something? Perhaps I'll
> > need to write a function in fin.scm that can return the number of days in a
> > provided month.  No idea how to use scheme, but I'm sure I can figure it
> > out.
> > 
> > Thoughts?
> 
> I fixed the link.
> 
> The closest functions in GnuCash would be gnc:get-start-prev-month and 
> gnc:get-end-prev-month. They return time64 so you'd divide the difference by 
> 86400 (the number of seconds in a day) after adding in 1 second to compensate 
> for gnc:get-start-prev-month's returning the first second of the month rather 
> than the last second of the month before.
> 
> You could try adding this to fin.scm:
> 
> (load-from-path "gnucash/app-utils")
> (define (gnc:days-in-prev-month) (/ ( + 1 (- (gnc:get-end-prev-month) 
> (gnc:get-start-prev-month 86400))
> 
> Then use 
>   days-in-prev-month() * AmountPerDay
> in your scheduled transaction. Replace "AmountPerDay" with the actual numeric 
> amount or the Since Last Run dialog will ask for the amount every month.
> 
> I've never actually tried doing anything like that, but it might work.
> 
> Regards,
> John Ralls
> 
> 
> 

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Re: [GNC] Transaction Report: 1)Print only totals 2)Add comment to print out ?

[Adrien Monteleone]

As Fran notes, the Transaction report has several filters and sorting means, 
but using an amount cut-off is not one of them.

But you can run a Find on a particular register (or from the CoA tab for all 
accounts) and then use multiple criteria to narrow down your search. (no need 
to run multiple searches) One of those can be ‘value’ is either debit/credit or 
both.

You can then run a ‘register report’ on the Find results tab.

Regards,
Adrien

> On Nov 1, 2019 w44d305, at 1:12 PM, Gareth Davies via gnucash-user 
>  wrote:
> 
> Hi all,
> 
> I have been reading these emails with interest, but I was wondering if I
> could apply a filter in the transactions to only show those people who have
> paid Membership Fees above a certain amount i.e £100
> 
> Cheers,
> Gareth

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Re: [GNC] Scheduled Transaction Calculations

[Fross, Michael]

Hi John,

I got it to work, but one challenge remains.  The load-from-path seems to
crash Gnucash.  But copying the app-utils.scm to the fin.scm folder solves
the problem, but it's sloppy.

I'll need to play around with it.

Secondly, I it didn't like the name "days-in-prev-mon"  But I shortened it
and took out the dashes and that seems ok.  Here is what I inserted in
fin.scm:

;; Return number of days in the previous month
(load-from-path "C:\Program Files
(x86)\gnucash\share\gnucash\scm\gnucash\app-utils")
(define (gnc:numdayslastmon)
   (/
  (+ 1
 (- (gnc:get-end-prev-month) (gnc:get-start-prev-month))) 86400)
)


Thanks again for your help!

Michael

On Fri, Nov 1, 2019 at 3:25 PM Fross, Michael  wrote:

> Thanks John.  I'll give is a shot and report back.
>
> Michael
>
> On Fri, Nov 1, 2019 at 2:34 PM John Ralls  wrote:
>
>>
>>
>> > On Nov 1, 2019, at 9:36 AM, Fross, Michael  wrote:
>> >
>> > Hello all,
>> >
>> > I have a scheduled transaction that I pay monthly which is a fixed
>> amount
>> > per day.  I'd love to be able to have is automatically entrer based on
>> the
>> > number of days per month.  I pay on the 1st (or the first business day
>> > after that) so basically I'd like to use the following formula:
>> >
>> > Amount = NumDaysInPreviousMonth * AmountPerDay
>> >
>> > I looked through the guide
>> >  and didn't see
>> > anything.  It references fin.scm (link throws a 404 by the way) but I
>> > didn't see anything here that calculated the number of days in the
>> previous
>> > month (but perhaps I missed it in the SCM code.)
>> >
>> > This seems like a simple use case, am I missing something? Perhaps I'll
>> > need to write a function in fin.scm that can return the number of days
>> in a
>> > provided month.  No idea how to use scheme, but I'm sure I can figure it
>> > out.
>> >
>> > Thoughts?
>>
>> I fixed the link.
>>
>> The closest functions in GnuCash would be gnc:get-start-prev-month and
>> gnc:get-end-prev-month. They return time64 so you'd divide the difference
>> by 86400 (the number of seconds in a day) after adding in 1 second to
>> compensate for gnc:get-start-prev-month's returning the first second of the
>> month rather than the last second of the month before.
>>
>> You could try adding this to fin.scm:
>>
>> (load-from-path "gnucash/app-utils")
>> (define (gnc:days-in-prev-month) (/ ( + 1 (- (gnc:get-end-prev-month)
>> (gnc:get-start-prev-month 86400))
>>
>> Then use
>>   days-in-prev-month() * AmountPerDay
>> in your scheduled transaction. Replace "AmountPerDay" with the actual
>> numeric amount or the Since Last Run dialog will ask for the amount every
>> month.
>>
>> I've never actually tried doing anything like that, but it might work.
>>
>> Regards,
>> John Ralls
>>
>>
>>
>>
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Re: [GNC] How can I add statement balances to my accounts as

[armanschwarz]

I've written a command-line tool for my own personal use that implements
basic assertions.

For my part, I've found this incredibly useful. I've used GnuCash for only a
couple of months but this tool has already uncovered several errors that
crept in after reconciliation.

I've published this on github for anyone who is interested:
https://github.com/armanschwarz/gnucash_balance_assertions;>https://github.com/armanschwarz/gnucash_balance_assertions

Usage is ./gnc_assert.py [path] [assertion regex] -d [digits]

So for example I've started adding zero-balance transactions with the format
"Balance Assertion: 123.45" at the date of each bank statement. Then I
provide the tool with the path to my gnucash accounts file, the regex that
digs the balance out of the balance assertion format that I use (in my case
this would be something like "(?<=Balance Assertion:)\d*\.\d\d" and provide
"2" as the number of decimal places to compare, so:

./gnc_assert.py path/to/account.gnucash "(?<=Balance Assertion: )\d*\.\d\d"
2

Output looks like this:

found 0 assertions in account 'Current Assets':
found 5 assertions in account 'Bank account A':
2018-02-28: checking value 123.45 against balance of 123.45...OK
2018-03-31: checking value 234.56 against balance of 230.56...ERROR
2018-04-30: checking value 223.45 against balance of 223.45...OK
found 0 assertions in account 'Fixed Assets':
found 1 errors!



--
Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html
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Re: [GNC] should I upgrade from 2.6.15 for windows

[larry johnston]

Thanks, Christopher. I wonder if you or anyone else has experience with the
'use accumulated amounts' feature in the conventional budget report.

I use the YTD budget report often and need it. If the 'use accumulated
amounts' is working well in newer versions I have less qualms abut
upgrading.

Thanks,

Larry

On Thu, Oct 31, 2019 at 7:40 PM Christopher Lam 
wrote:

> YTD budget will definitely be affected because it's unmaintained and old.
>
> The good news is the conventional budget report will have similar
> functionality called "use accumulated amounts".
>
> On Fri, 1 Nov 2019, 06:56 larry johnston,  wrote:
>
>> Hi,
>>
>> Just to followup.
>>
>> If 2.6.15 is working for me there is no need to upgrade.
>>
>> If I want to upgrade I should upgrade to 2.6.21 first.
>>
>> Do you know how ytd-budget.scm will be affected if I upgrade? I don't want
>> to lose this report.
>>
>> Thanks,
>>
>> Larry
>>
>> On Thu, Oct 31, 2019 at 1:40 PM Adrien Monteleone <
>> adrien.montele...@lusfiber.net> wrote:
>>
>> > I don’t download any data either, and have had no issues that I needed
>> to
>> > upgrade for. I just like keeping with the most current version for bug
>> > fixes.
>> >
>> > You should probably upgrade to 2.6.21 first. That is the last version
>> that
>> > can read a 3.x file if you need to go backwards for some reason.
>> >
>> > Then you can jump to whatever is the current release. (right now, 3.7)
>> >
>> > Of course, always make a backup of your data file before any upgrade,
>> just
>> > in case.
>> >
>> > Regards,
>> > Adrien
>> >
>> > > On Oct 31, 2019 w44d304, at 3:23 PM, larry johnston <
>> > larryej1...@gmail.com> wrote:
>> > >
>> > > Hi,
>> > >
>> > > I have been running gnuCash 2.6.15 for nearly three years. It has met
>> all
>> > > my needs once I installed Phil's ytd-budget.scm to get year to date
>> > budget
>> > > reports. I do not have data to enter so I do it manually and do not
>> > > download data from financial institutions.
>> > >
>> > > Should I upgrade to a newer version? If I do will I have a problem
>> with
>> > > running ytd-budget.scm? If I don't will I have problems upgrading
>> later
>> > > because there is too much of a gap between versions.
>> > >
>> > > Thanks,
>> > >
>> > > Larry
>> >
>> > ___
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Re: [GNC] Scheduled Transaction Calculations

[Fross, Michael]

Thanks John.  I'll give is a shot and report back.

Michael

On Fri, Nov 1, 2019 at 2:34 PM John Ralls  wrote:

>
>
> > On Nov 1, 2019, at 9:36 AM, Fross, Michael  wrote:
> >
> > Hello all,
> >
> > I have a scheduled transaction that I pay monthly which is a fixed amount
> > per day.  I'd love to be able to have is automatically entrer based on
> the
> > number of days per month.  I pay on the 1st (or the first business day
> > after that) so basically I'd like to use the following formula:
> >
> > Amount = NumDaysInPreviousMonth * AmountPerDay
> >
> > I looked through the guide
> >  and didn't see
> > anything.  It references fin.scm (link throws a 404 by the way) but I
> > didn't see anything here that calculated the number of days in the
> previous
> > month (but perhaps I missed it in the SCM code.)
> >
> > This seems like a simple use case, am I missing something? Perhaps I'll
> > need to write a function in fin.scm that can return the number of days
> in a
> > provided month.  No idea how to use scheme, but I'm sure I can figure it
> > out.
> >
> > Thoughts?
>
> I fixed the link.
>
> The closest functions in GnuCash would be gnc:get-start-prev-month and
> gnc:get-end-prev-month. They return time64 so you'd divide the difference
> by 86400 (the number of seconds in a day) after adding in 1 second to
> compensate for gnc:get-start-prev-month's returning the first second of the
> month rather than the last second of the month before.
>
> You could try adding this to fin.scm:
>
> (load-from-path "gnucash/app-utils")
> (define (gnc:days-in-prev-month) (/ ( + 1 (- (gnc:get-end-prev-month)
> (gnc:get-start-prev-month 86400))
>
> Then use
>   days-in-prev-month() * AmountPerDay
> in your scheduled transaction. Replace "AmountPerDay" with the actual
> numeric amount or the Since Last Run dialog will ask for the amount every
> month.
>
> I've never actually tried doing anything like that, but it might work.
>
> Regards,
> John Ralls
>
>
>
>
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Re: [GNC] Scheduled Transaction Calculations

[John Ralls]

> On Nov 1, 2019, at 9:36 AM, Fross, Michael  wrote:
> 
> Hello all,
> 
> I have a scheduled transaction that I pay monthly which is a fixed amount
> per day.  I'd love to be able to have is automatically entrer based on the
> number of days per month.  I pay on the 1st (or the first business day
> after that) so basically I'd like to use the following formula:
> 
> Amount = NumDaysInPreviousMonth * AmountPerDay
> 
> I looked through the guide
>  and didn't see
> anything.  It references fin.scm (link throws a 404 by the way) but I
> didn't see anything here that calculated the number of days in the previous
> month (but perhaps I missed it in the SCM code.)
> 
> This seems like a simple use case, am I missing something? Perhaps I'll
> need to write a function in fin.scm that can return the number of days in a
> provided month.  No idea how to use scheme, but I'm sure I can figure it
> out.
> 
> Thoughts?

I fixed the link.

The closest functions in GnuCash would be gnc:get-start-prev-month and 
gnc:get-end-prev-month. They return time64 so you'd divide the difference by 
86400 (the number of seconds in a day) after adding in 1 second to compensate 
for gnc:get-start-prev-month's returning the first second of the month rather 
than the last second of the month before.

You could try adding this to fin.scm:

(load-from-path "gnucash/app-utils")
(define (gnc:days-in-prev-month) (/ ( + 1 (- (gnc:get-end-prev-month) 
(gnc:get-start-prev-month 86400))

Then use 
  days-in-prev-month() * AmountPerDay
in your scheduled transaction. Replace "AmountPerDay" with the actual numeric 
amount or the Since Last Run dialog will ask for the amount every month.

I've never actually tried doing anything like that, but it might work.

Regards,
John Ralls



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Re: [GNC] Transaction Report: 1)Print only totals 2)Add comment to print out ?

[Michael or Penny Novack]

On 11/1/2019 9:46 AM, Fran_3 wrote:
Michael, no request for added features to GC was intended. I was just 
exploring the existing capabilities of the program.


Understood.

But I come to this from a different position. When I took over as 
treasurer (of the first organization) I asked the lawyer/accountant on 
the board SHOULD I create custom reports in gnucash. See, then recently 
retired from decades in the cypher mines, although LISP not really one 
of the languages I ever wrote in,  I could read it well enough << well, 
could READ most any of the common languages** >> and scheme is a LISP 
dialect. In other words, something I could have done.


He told me flat out no, that almost any accountant would want just the 
raw reports and would then use his or her favorite full power editor to 
add annotations, text, and all the pretty printing details.



Michael D Novack

* QuickBooks Pro for Non-Profits had been lost in the fire and although 
insurance would have paid to replace it, it didn't really have ANY of 
the special features a non-profit org needs built in. In other words, a 
"cheat".


** Once you are fluent in half a dozen or so computer languages it takes 
little time to get up to speed in another.




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Re: [GNC] Transaction Report: 1)Print only totals 2)Add comment to print out ?

[Fran_3 via gnucash-user]

 Gareth,
I'm not sure you can use the Transaction Report to search an account... say the 
checking account... for a value greater than X.
I also don't see a way using the Customer Report.
But, you can just bring up the register... say the checking account register... 
and search (Ctl-F) the Description, Notes, and Memo fields for whatever... like 
find all transactions in checking to or from GoDaddy...
Then, press Ctl-F again but this time, instead of searching for something in 
the Description, Notes, or Memo fields search for Value... then you can set 
that search to return transactions greater than... your magic number.
So maybe if your Paid Members were in Sales... I guess there might be two 
cases...
Sales from Paid Members and Sales from whatever else.
If some keyword were in the Paid Member transaction... like "membership dues" 
than you could search the Sales Register for that then do your search of those 
results for the Value greater than X.
I'm sure there may be a better way but maybe this will give you an idea of 
something to try.
Good Luck,
Fran3

On Friday, November 1, 2019, 2:13:26 PM EDT, Gareth Davies via gnucash-user 
 wrote:  
 
 Hi all,

I have been reading these emails with interest, but I was wondering if I
could apply a filter in the transactions to only show those people who have
paid Membership Fees above a certain amount i.e £100

Cheers,
Gareth


-Original Message-
From: gnucash-user
 On Behalf Of
Michael or Penny Novack
Sent: 01 November 2019 13:28
To: gnucash-user@gnucash.org
Subject: Re: [GNC] Transaction Report: 1)Print only totals 2)Add comment to
print out ?

On 11/1/2019 8:46 AM, Fran_3 via gnucash-user wrote:
> I think I know the answer to this but I wanted to double check.
> .
> 2 - Is there any way to add a comment to the report before you print it...
other than making the title long?
> 3 - Can you include HTML tags like  and  to have a report's
first line bold and 2nd line small for additional comments?
> Thanks,
> Fran3

This is a perfect example (even though minimal changes compared to what I am
usually doing)

Why ask for/expect this capability from WITHIN the accounting software? 
These are the sort of changes you might want/need for the finished product
(the report as will be presented) but have nothing to do with the accounting
data.

Export the report, bring it into a document under control of your favorite
editor, then add the details like notes, change font or size of certain
parts, selective bolding or italics, etc.

COULD the developers add (to within the accounting package) the capabilities
of an editor? Perhaps. But WHY do that when plenty of perfectly good editing
apps already exist.

Michael D Novack


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Re: [GNC] Transaction Report: 1)Print only totals 2)Add comment to print out ?

[Gareth Davies via gnucash-user]

Hi all,

I have been reading these emails with interest, but I was wondering if I
could apply a filter in the transactions to only show those people who have
paid Membership Fees above a certain amount i.e £100

Cheers,
Gareth


-Original Message-
From: gnucash-user
 On Behalf Of
Michael or Penny Novack
Sent: 01 November 2019 13:28
To: gnucash-user@gnucash.org
Subject: Re: [GNC] Transaction Report: 1)Print only totals 2)Add comment to
print out ?

On 11/1/2019 8:46 AM, Fran_3 via gnucash-user wrote:
> I think I know the answer to this but I wanted to double check.
> .
> 2 - Is there any way to add a comment to the report before you print it...
other than making the title long?
> 3 - Can you include HTML tags like  and  to have a report's
first line bold and 2nd line small for additional comments?
> Thanks,
> Fran3

This is a perfect example (even though minimal changes compared to what I am
usually doing)

Why ask for/expect this capability from WITHIN the accounting software? 
These are the sort of changes you might want/need for the finished product
(the report as will be presented) but have nothing to do with the accounting
data.

Export the report, bring it into a document under control of your favorite
editor, then add the details like notes, change font or size of certain
parts, selective bolding or italics, etc.

COULD the developers add (to within the accounting package) the capabilities
of an editor? Perhaps. But WHY do that when plenty of perfectly good editing
apps already exist.

Michael D Novack


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[GNC] Scheduled Transaction Calculations

[Fross, Michael]

Hello all,

I have a scheduled transaction that I pay monthly which is a fixed amount
per day.  I'd love to be able to have is automatically entrer based on the
number of days per month.  I pay on the 1st (or the first business day
after that) so basically I'd like to use the following formula:

Amount = NumDaysInPreviousMonth * AmountPerDay

I looked through the guide
 and didn't see
anything.  It references fin.scm (link throws a 404 by the way) but I
didn't see anything here that calculated the number of days in the previous
month (but perhaps I missed it in the SCM code.)

This seems like a simple use case, am I missing something? Perhaps I'll
need to write a function in fin.scm that can return the number of days in a
provided month.  No idea how to use scheme, but I'm sure I can figure it
out.

Thoughts?

Thank you.

Michael
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Re: [GNC] Transaction Report: 1)Print only totals 2)Add comment to print out ?

[Adrien Monteleone]

No, *not* the Easy stylesheet. I didn’t suggest it for a reason. You need to 
use the "Head or Tail" stylesheet.

As for renaming a field - not without creating a custom version of a stylesheet 
or hacking the report itself.

> On Nov 1, 2019 w44d305, at 9:01 AM, Fran_3  wrote:
> 
> Adrien,
> 
> I tried to  check out style sheets and have a couple of questions...
> 
> 1 - Under Edit > Style Sheets
> 
> I clicked on Easy > Edit
> 
> And expected to be able to either add a field or edit the name of a field... 
> like change the name of Prepared By to something like Comments or Notes...
> 
> But I couldn't see how to do it... so then I tried to create a new Style 
> Sheet using Easy as a template...
> 
> Again expecting to be able to add a field or two but no joy.
> 
> Of course I can do this as Michael suggest and just export and modify in 
> another program... and I'm not suggesting any modifications to GC, I'm just 
> trying to make sure I didn't miss anything when exploring Editing or creating 
> a New Style Sheet.
> 
> 2 - Finally, when I created a Transaction Report and choose Easy as the Style 
> Sheet I expected to see the "Prepared by" field under the report name 
> field... but it wasn't there.
> 
> I guess I'm completely missing something here.
> 
> BTW, Win7 Pro and GC 3.7.
> 
> Thanks for the help.
> 
> Fran3

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Re: [GNC] Transaction Report: 1)Print only totals 2)Add comment to print out ?

[Fran_3 via gnucash-user]

 Adrien,
I tried to  check out style sheets and have a couple of questions...
1 - Under Edit > Style Sheets
I clicked on Easy > Edit
And expected to be able to either add a field or edit the name of a field... 
like change the name of Prepared By to something like Comments or Notes...
But I couldn't see how to do it... so then I tried to create a new Style Sheet 
using Easy as a template...
Again expecting to be able to add a field or two but no joy.
Of course I can do this as Michael suggest and just export and modify in 
another program... and I'm not suggesting any modifications to GC, I'm just 
trying to make sure I didn't miss anything when exploring Editing or creating a 
New Style Sheet.
2 - Finally, when I created a Transaction Report and choose Easy as the Style 
Sheet I expected to see the "Prepared by" field under the report name field... 
but it wasn't there.
I guess I'm completely missing something here.

BTW, Win7 Pro and GC 3.7.
Thanks for the help.
Fran3

On Friday, November 1, 2019, 9:48:28 AM EDT, Adrien Monteleone 
 wrote:  
 
 But the abilities *have* been added via stylesheets. (as noted)


Regards,
Adrien

> On Nov 1, 2019 w44d305, at 8:28 AM, Michael or Penny Novack 
>  wrote:
> 
> On 11/1/2019 8:46 AM, Fran_3 via gnucash-user wrote:
>> I think I know the answer to this but I wanted to double check.
>> .
>> 2 - Is there any way to add a comment to the report before you print it... 
>> other than making the title long?
>> 3 - Can you include HTML tags like  and  to have a report's first 
>> line bold and 2nd line small for additional comments?
>> Thanks,
>> Fran3
> 
> This is a perfect example (even though minimal changes compared to what I am 
> usually doing)
> 
> Why ask for/expect this capability from WITHIN the accounting software? These 
> are the sort of changes you might want/need for the finished product (the 
> report as will be presented) but have nothing to do with the accounting data.
> 
> Export the report, bring it into a document under control of your favorite 
> editor, then add the details like notes, change font or size of certain 
> parts, selective bolding or italics, etc.
> 
> COULD the developers add (to within the accounting package) the capabilities 
> of an editor? Perhaps. But WHY do that when plenty of perfectly good editing 
> apps already exist.
> 
> Michael D Novack

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Re: [GNC] Transaction Report: 1)Print only totals 2)Add comment to print out ?

[Adrien Monteleone]

But the abilities *have* been added via stylesheets. (as noted)


Regards,
Adrien

> On Nov 1, 2019 w44d305, at 8:28 AM, Michael or Penny Novack 
>  wrote:
> 
> On 11/1/2019 8:46 AM, Fran_3 via gnucash-user wrote:
>> I think I know the answer to this but I wanted to double check.
>> .
>> 2 - Is there any way to add a comment to the report before you print it... 
>> other than making the title long?
>> 3 - Can you include HTML tags like  and  to have a report's first 
>> line bold and 2nd line small for additional comments?
>> Thanks,
>> Fran3
> 
> This is a perfect example (even though minimal changes compared to what I am 
> usually doing)
> 
> Why ask for/expect this capability from WITHIN the accounting software? These 
> are the sort of changes you might want/need for the finished product (the 
> report as will be presented) but have nothing to do with the accounting data.
> 
> Export the report, bring it into a document under control of your favorite 
> editor, then add the details like notes, change font or size of certain 
> parts, selective bolding or italics, etc.
> 
> COULD the developers add (to within the accounting package) the capabilities 
> of an editor? Perhaps. But WHY do that when plenty of perfectly good editing 
> apps already exist.
> 
> Michael D Novack

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Re: [GNC] Transaction Report: 1)Print only totals 2)Add comment to print out ?

[Fran_3 via gnucash-user]

 Michael, no request for added features to GC was intended. I was just 
exploring the existing capabilities of the program.

 Having been involved in product development I have experienced countless 
meetings, discussions and passionate exchanges about nailing down product 
design spec's and later product update priorities and considerations.
As I have been immersed in using GC extensively for the last few weeks I have 
learned a lot about it and its capabilities and all of that has only 
contributed to my admiration of the product, the development team, and their 
efforts.
But, none of that negates continuing to explore and dig for features that may 
be in the system... but not obvious to a user who is up against the clock 
spending day and night trying to get a job done.
Hopefully that clears up my intent and any unintended interpretations of my 
original post in this thread.
Finally I want to compliment the great help and those who provide it here on 
this list.
I do have a couple of follow-up questions on the topic but I'll put those in a 
separate post.

Best,Fran3

On Friday, November 1, 2019, 9:28:43 AM EDT, Michael or Penny Novack 
 wrote:  
 
 On 11/1/2019 8:46 AM, Fran_3 via gnucash-user wrote:
> I think I know the answer to this but I wanted to double check.
> .
> 2 - Is there any way to add a comment to the report before you print it... 
> other than making the title long?
> 3 - Can you include HTML tags like  and  to have a report's first 
> line bold and 2nd line small for additional comments?
> Thanks,
> Fran3

This is a perfect example (even though minimal changes compared to what 
I am usually doing)

Why ask for/expect this capability from WITHIN the accounting software? 
These are the sort of changes you might want/need for the finished 
product (the report as will be presented) but have nothing to do with 
the accounting data.

Export the report, bring it into a document under control of your 
favorite editor, then add the details like notes, change font or size of 
certain parts, selective bolding or italics, etc.

COULD the developers add (to within the accounting package) the 
capabilities of an editor? Perhaps. But WHY do that when plenty of 
perfectly good editing apps already exist.

Michael D Novack


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Re: [GNC] Transaction Report: 1)Print only totals 2)Add comment to print out ?

[Michael or Penny Novack]

On 11/1/2019 8:46 AM, Fran_3 via gnucash-user wrote:

I think I know the answer to this but I wanted to double check.
.
2 - Is there any way to add a comment to the report before you print it... 
other than making the title long?
3 - Can you include HTML tags like  and  to have a report's first 
line bold and 2nd line small for additional comments?
Thanks,
Fran3


This is a perfect example (even though minimal changes compared to what 
I am usually doing)


Why ask for/expect this capability from WITHIN the accounting software? 
These are the sort of changes you might want/need for the finished 
product (the report as will be presented) but have nothing to do with 
the accounting data.


Export the report, bring it into a document under control of your 
favorite editor, then add the details like notes, change font or size of 
certain parts, selective bolding or italics, etc.


COULD the developers add (to within the accounting package) the 
capabilities of an editor? Perhaps. But WHY do that when plenty of 
perfectly good editing apps already exist.


Michael D Novack


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Re: [GNC] Transaction Report: 1)Print only totals 2)Add comment to print out ?

[Fran_3 via gnucash-user]

 Thanks Adrien, I'll give that a go.
FYI, this HTML for the Transaction Report "Report Name" seem to work but then 
it creates a long name and clutter when finding and opening a saved report.
Transaction Report: HTML Demo2nd line 
normal text demo
Again, I'll be switching to "the right way to do it" based on your answer.
Thanks,
Fran3

On Friday, November 1, 2019, 8:56:34 AM EDT, Adrien Monteleone 
 wrote:  
 
 

> On Nov 1, 2019 w44d305, at 7:46 AM, Fran_3 via gnucash-user 
>  wrote:
> 
> I think I know the answer to this but I wanted to double check.
> 1 - Can I print a Transaction Report and exclude the line items and only show 
> the total(s) ?

Options > Sorting > Show Subtotals Only (hide transactional data) - this is the 
last option on that tab.

> 2 - Is there any way to add a comment to the report before you print it... 
> other than making the title long?

Use the ‘Head or Tail’ stylesheet which you’ll need to customize in Edit > 
Stylesheets.

You’ll get several new fields (including preparer, prepared for, and comments) 
and you can place them at the bottom if you don’t like them up top.

> 3 - Can you include HTML tags like  and  to have a report's first 
> line bold and 2nd line small for additional comments?

Not without hacking the report, but you can maybe adjust what you need via 
editing the style sheet from within GnuCash. (like above) You can specify 
colors, fonts and sizes. Simply assign a bold font to the particular element 
you want. Note, it might take some trial and error to figure out which settings 
affect which elements in the report. Not all reports will have all elements. 
(like when you hide transactional data)

You can also achieve all of this by exporting or copy/pasting a report to a 
spreadsheet app like LibreOffice and manipulating from there.

Regards,
Adrien

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Re: [GNC] Transaction Report: 1)Print only totals 2)Add comment to print out ?

[Adrien Monteleone]

> On Nov 1, 2019 w44d305, at 7:46 AM, Fran_3 via gnucash-user 
>  wrote:
> 
> I think I know the answer to this but I wanted to double check.
> 1 - Can I print a Transaction Report and exclude the line items and only show 
> the total(s) ?

Options > Sorting > Show Subtotals Only (hide transactional data) - this is the 
last option on that tab.

> 2 - Is there any way to add a comment to the report before you print it... 
> other than making the title long?

Use the ‘Head or Tail’ stylesheet which you’ll need to customize in Edit > 
Stylesheets.

You’ll get several new fields (including preparer, prepared for, and comments) 
and you can place them at the bottom if you don’t like them up top.

> 3 - Can you include HTML tags like  and  to have a report's first 
> line bold and 2nd line small for additional comments?

Not without hacking the report, but you can maybe adjust what you need via 
editing the style sheet from within GnuCash. (like above) You can specify 
colors, fonts and sizes. Simply assign a bold font to the particular element 
you want. Note, it might take some trial and error to figure out which settings 
affect which elements in the report. Not all reports will have all elements. 
(like when you hide transactional data)

You can also achieve all of this by exporting or copy/pasting a report to a 
spreadsheet app like LibreOffice and manipulating from there.

Regards,
Adrien

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[GNC] Transaction Report: 1)Print only totals 2)Add comment to print out ?

[Fran_3 via gnucash-user]

I think I know the answer to this but I wanted to double check.
1 - Can I print a Transaction Report and exclude the line items and only show 
the total(s) ?
2 - Is there any way to add a comment to the report before you print it... 
other than making the title long?
3 - Can you include HTML tags like  and  to have a report's first 
line bold and 2nd line small for additional comments?
Thanks,
Fran3
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